Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 125 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 124 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 123 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.40% | Q2 2013 | Q3 2023 | 121 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 118 |
Parallax Volatility Advisers, L.P. | 37 | 2 | 0.00% | 0.03% | 0.27% | Q4 2013 | Q3 2023 | 106 |
Walleye Trading LLC | 41 | 41 | 0.00% | 0.05% | 0.40% | Q3 2013 | Q3 2023 | 103 |
Citadel Advisors | 31 | 10 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q3 2023 | 99 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 92 |
D. E. Shaw & Co., Inc. | 39 | 39 | 0.00% | 0.09% | 0.58% | Q1 2014 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 1.07% | Q4 2015 | Q3 2023 | 88 |
NOMURA HOLDINGS INC | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 88 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 85 |
JANE STREET GROUP, LLC | 36 | 36 | 0.00% | 0.02% | 0.24% | Q4 2014 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 29 | 29 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 84 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.05% | 0.54% | Q2 2013 | Q3 2023 | 82 |
Jefferies Group LLC | 37 | 37 | 0.00% | 0.06% | 0.52% | Q2 2013 | Q2 2022 | 82 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 80 |
WOLVERINE ASSET MANAGEMENT LLC | 23 | 12 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 72 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q3 2023 | 69 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q3 2023 | 69 |
CREDIT SUISSE AG/ | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 68 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 61 |
CAPSTONE INVESTMENT ADVISORS, LLC | 18 | 1 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 57 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.06% | 0.46% | Q2 2013 | Q3 2023 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 54 |
Point72 Asset Management, L.P. | 14 | 1 | 0.00% | 0.30% | 1.62% | Q2 2014 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 50 |
BALYASNY ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.17% | 0.63% | Q2 2013 | Q3 2023 | 49 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.22% | 1.16% | Q2 2013 | Q3 2023 | 49 |
Twin Tree Management, LP | 17 | 1 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q2 2023 | 49 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 49 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.10% | 0.45% | Q2 2015 | Q3 2023 | 49 |
Creative Planning | 21 | 7 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.09% | 0.45% | Q2 2014 | Q3 2023 | 45 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.40% | 4.53% | Q3 2014 | Q3 2023 | 45 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 45 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 44 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q1 2017 | 43 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 43 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.01% | 0.08% | 0.74% | Q2 2013 | Q3 2023 | 43 |
DnB Asset Management AS | 39 | 3 | 0.02% | 1.11% | 3.35% | Q2 2013 | Q4 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.22% | 0.78% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 42 | 42 | 0.00% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.14% | 0.51% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SHEETS SMITH WEALTH MANAGEMENT | 42 | 42 | 0.27% | 0.76% | 2.18% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.18% | 0.78% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.38% | 0.96% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 42 | 42 | 0.01% | 0.21% | 0.55% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.18% | 0.55% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.30% | 0.63% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.04% | 0.21% | 0.51% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NWI MANAGEMENT LP | 42 | 42 | 0.63% | 3.52% | 8.10% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 37 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 41 | 41 | 0.00% | 0.08% | 0.44% | Q3 2013 | Q3 2023 | 41 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 3 | 0.00% | 0.19% | 0.43% | Q2 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 41 | 41 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
FIL Ltd | 41 | 41 | 0.01% | 0.33% | 0.72% | Q3 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.04% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.15% | 0.56% | Q3 2013 | Q3 2023 | 41 |
PRELUDE CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.21% | 1.19% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 24 | 17 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Ulysses Management LLC | 15 | 5 | 0.28% | 2.03% | 6.91% | Q2 2013 | Q3 2023 | 41 |
ARS Investment Partners, LLC | 33 | 8 | 0.04% | 1.63% | 4.85% | Q2 2013 | Q3 2023 | 41 |
PUTNAM INVESTMENTS LLC | 41 | 41 | 0.00% | 0.21% | 0.88% | Q3 2013 | Q3 2023 | 41 |
Mirae Asset Global Investments Co., Ltd. | 41 | 41 | 0.02% | 0.13% | 0.42% | Q3 2013 | Q3 2023 | 41 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.05% | 0.36% | Q4 2016 | Q3 2023 | 41 |
CENTRAL TRUST Co | 41 | 41 | 0.00% | 0.19% | 0.42% | Q3 2013 | Q3 2023 | 41 |
Korea Investment CORP | 30 | 11 | 0.01% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 41 |
TD ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.11% | 0.35% | Q3 2013 | Q3 2023 | 41 |
NORDEA INVESTMENT MANAGEMENT AB | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CIBC Asset Management Inc | 40 | 40 | 0.00% | 0.07% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Neuberger Berman Group LLC | 35 | 4 | 0.00% | 0.50% | 1.24% | Q3 2013 | Q3 2023 | 40 |
TCI Wealth Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 40 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 17 | 1 | 0.17% | 3.03% | 10.17% | Q2 2013 | Q2 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.03% | 0.13% | 0.31% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 40 | 40 | 0.05% | 0.23% | 0.43% | Q4 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 36 | 3 | 0.00% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 39 |
ProShare Advisors LLC | 32 | 7 | 0.00% | 0.27% | 0.63% | Q4 2013 | Q3 2023 | 39 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 36 | 3 | 0.00% | 1.84% | 9.95% | Q2 2013 | Q3 2023 | 39 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 32 | 3 | 0.01% | 0.96% | 3.74% | Q1 2014 | Q3 2023 | 39 |
MARSHALL WACE, LLP | 16 | 1 | 0.00% | 1.40% | 8.10% | Q2 2013 | Q3 2023 | 39 |
NORGES BANK | 39 | 39 | 0.03% | 0.29% | 0.85% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
AQR Capital Management | 33 | 6 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 39 |
STRS OHIO | 38 | 1 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
PEAK6 Group LLC | 14 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q2 2018 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2022 | 38 |
Livforsakringsbolaget Skandia, Omsesidigt | 21 | 17 | 0.01% | 0.05% | 0.26% | Q1 2014 | Q3 2023 | 38 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 2 | 0.00% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 38 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 12 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 38 |
PRINCIPAL FINANCIAL GROUP INC | 34 | 4 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 38 |
Capital World Investors | 38 | 38 | 0.00% | 0.15% | 0.61% | Q2 2014 | Q3 2023 | 38 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.12% | 1.22% | Q2 2015 | Q3 2023 | 38 |
Point72 Hong Kong Ltd | 11 | 1 | 0.00% | 0.16% | 1.52% | Q3 2014 | Q3 2022 | 38 |
HighTower Advisors, LLC | 35 | 1 | 0.00% | 0.04% | 0.22% | Q3 2014 | Q3 2023 | 38 |
JANUS HENDERSON GROUP PLC | 29 | 9 | 0.00% | 0.18% | 0.57% | Q2 2013 | Q3 2023 | 38 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 34 | 3 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 8 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 37 |
AMERICAN CENTURY COMPANIES INC | 18 | 1 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 37 |
FIRST TRUST ADVISORS LP | 32 | 1 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 36 | 36 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PINNACLE ASSOCIATES LTD | 36 | 36 | 0.02% | 0.12% | 0.20% | Q4 2014 | Q3 2023 | 36 |
REAVES W H & CO INC | 22 | 14 | 0.05% | 1.48% | 3.12% | Q3 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 33 | 3 | 0.00% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 36 |
Harbour Capital Advisors, LLC | 36 | 36 | 0.26% | 0.77% | 1.49% | Q1 2015 | Q4 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q1 2022 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.00% | 0.11% | 0.34% | Q1 2015 | Q3 2023 | 35 |
GILDER GAGNON HOWE & CO LLC | 35 | 35 | 0.00% | 0.26% | 1.15% | Q4 2013 | Q2 2022 | 35 |
PointState Capital LP | 12 | 1 | 0.01% | 1.86% | 7.47% | Q4 2013 | Q3 2023 | 35 |
Soros Fund Management | 15 | 1 | 0.01% | 0.59% | 3.38% | Q2 2013 | Q3 2023 | 35 |
AMALGAMATED BANK | 35 | 35 | 0.03% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 35 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 1 | 0.03% | 0.07% | 0.14% | Q3 2013 | Q3 2023 | 35 |
COMERICA BANK | 30 | 2 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 35 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 4 | 0.03% | 0.19% | 0.59% | Q1 2014 | Q3 2023 | 35 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 34 |
ATALANTA SOSNOFF CAPITAL, LLC | 15 | 8 | 0.01% | 0.75% | 2.88% | Q4 2014 | Q3 2023 | 34 |
Hudock, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2022 | 34 |
MEEDER ASSET MANAGEMENT INC | 25 | 1 | 0.02% | 0.32% | 2.00% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2021 | 34 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 19 | 4 | 0.00% | 0.07% | 0.28% | Q4 2013 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.04% | 0.27% | 0.60% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.09% | 0.13% | 0.22% | Q2 2015 | Q3 2023 | 34 |
NS Partners Ltd | 34 | 34 | 0.05% | 1.13% | 1.56% | Q2 2015 | Q3 2023 | 34 |
Centiva Capital, LP | 14 | 14 | 0.00% | 0.10% | 0.46% | Q2 2020 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Robeco Institutional Asset Management B.V. | 34 | 34 | 0.00% | 0.06% | 0.21% | Q2 2015 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q2 2021 | 33 |
Nuveen Asset Management, LLC | 18 | 1 | 0.01% | 0.13% | 0.32% | Q1 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 33 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.05% | 0.17% | Q1 2016 | Q3 2023 | 33 |
Laird Norton Wetherby Wealth Management, LLC | 33 | 33 | 0.04% | 0.07% | 0.14% | Q3 2015 | Q3 2023 | 33 |
SUMITOMO LIFE INSURANCE CO | 33 | 33 | 0.04% | 0.15% | 0.26% | Q3 2015 | Q3 2023 | 33 |
World Asset Management Inc | 24 | 9 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 33 |
ING GROEP NV | 15 | 1 | 0.01% | 0.18% | 1.16% | Q3 2013 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.08% | 0.16% | 0.27% | Q3 2015 | Q3 2023 | 33 |
BOOTHBAY FUND MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.23% | 1.32% | Q2 2016 | Q3 2023 | 33 |
Andra AP-fonden | 11 | 2 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q2 2023 | 33 |
M&T BANK CORP | 32 | 32 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
S. MUOIO & CO. LLC | 32 | 32 | 0.13% | 0.42% | 0.91% | Q4 2014 | Q3 2022 | 32 |
Ameritas Investment Partners, Inc. | 32 | 32 | 0.04% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 19 | 1 | 0.03% | 0.13% | 0.30% | Q4 2013 | Q3 2023 | 32 |
Rafferty Asset Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Vident Investment Advisory, LLC | 32 | 32 | 0.02% | 0.16% | 0.64% | Q3 2015 | Q2 2023 | 32 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.47% | 1.34% | Q4 2016 | Q3 2023 | 32 |
CIBC WORLD MARKETS CORP | 17 | 3 | 0.00% | 0.68% | 5.90% | Q1 2015 | Q3 2023 | 31 |
Meiji Yasuda Asset Management Co Ltd. | 29 | 2 | 0.05% | 0.21% | 0.50% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q4 2020 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 30 | 1 | 0.01% | 0.06% | 0.44% | Q1 2014 | Q1 2023 | 31 |
THORNBURG INVESTMENT MANAGEMENT INC | 31 | 31 | 0.02% | 0.79% | 1.43% | Q2 2015 | Q4 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 31 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 31 |
FIRST QUADRANT LLC/CA | 30 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2021 | 31 |
Manchester Capital Management LLC | 17 | 14 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 31 |
AMG National Trust Bank | 31 | 31 | 0.03% | 0.09% | 0.17% | Q1 2016 | Q3 2023 | 31 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 30 | 30 | 0.10% | 0.19% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 30 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 14 | 0.08% | 0.25% | 0.50% | Q4 2014 | Q3 2023 | 30 |
Hudson Bay Capital Management LP | 7 | 1 | 0.01% | 0.45% | 2.14% | Q2 2013 | Q3 2023 | 30 |
BRIGHTON JONES LLC | 26 | 4 | 0.06% | 2.98% | 9.34% | Q4 2015 | Q3 2023 | 30 |
BOKF, NA | 19 | 1 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 30 |
AEGON ASSET MANAGEMENT UK PLC | 30 | 30 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q2 2023 | 30 |
Asset Dedication, LLC | 24 | 1 | 0.00% | 0.15% | 0.33% | Q4 2015 | Q3 2023 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2023 | 30 |
SVB WEALTH LLC | 16 | 14 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 30 |
MOORE CAPITAL MANAGEMENT, LP | 17 | 1 | 0.01% | 0.42% | 1.62% | Q1 2014 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 30 |
CSS LLC/IL | 11 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2022 | 30 |
BARINGS LLC | 26 | 1 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q1 2022 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q4 2020 | 30 |
Checchi Capital Advisers, LLC | 28 | 2 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 30 |
Caption Management, LLC | 9 | 1 | 0.01% | 0.30% | 1.27% | Q4 2017 | Q3 2023 | 30 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 25 | 5 | 0.04% | 0.10% | 0.23% | Q1 2016 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q1 2021 | 30 |
Advisory Services Network, LLC | 13 | 4 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 29 |
BESSEMER GROUP INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 3 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 29 |
MISSION WEALTH MANAGEMENT, LP | 29 | 29 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Carmignac Gestion | 15 | 14 | 0.73% | 2.63% | 5.06% | Q4 2015 | Q3 2023 | 29 |
SHELTON CAPITAL MANAGEMENT | 28 | 1 | 0.18% | 0.48% | 0.97% | Q1 2016 | Q3 2023 | 29 |
FULLER & THALER ASSET MANAGEMENT, INC. | 28 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 29 |
MCKINLEY CAPITAL MANAGEMENT LLC | 26 | 3 | 0.35% | 1.21% | 1.93% | Q2 2015 | Q2 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q4 2020 | 29 |
Geneos Wealth Management Inc. | 29 | 29 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 22 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
Veritable, L.P. | 29 | 29 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 29 |
First Horizon Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Nippon Life Global Investors Americas, Inc. | 29 | 29 | 0.22% | 1.14% | 2.09% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.06% | 0.21% | 0.34% | Q4 2016 | Q3 2023 | 28 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 18 | 1 | 0.01% | 0.15% | 0.35% | Q3 2013 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 18 | 5 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 28 |
INTEGRAL DERIVATIVES, LLC | 9 | 4 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2017 | 28 |
ZACKS INVESTMENT MANAGEMENT | 28 | 28 | 0.15% | 0.22% | 0.27% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.08% | 0.16% | 0.26% | Q4 2016 | Q3 2023 | 28 |
BRAUN STACEY ASSOCIATES INC | 28 | 28 | 0.16% | 1.00% | 1.25% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Gotham Asset Management, LLC | 18 | 2 | 0.00% | 0.09% | 0.29% | Q1 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.11% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Westchester Capital Management, LLC | 12 | 2 | 0.04% | 1.38% | 2.71% | Q2 2013 | Q1 2020 | 28 |
Harbor Advisors LLC | 28 | 28 | 0.24% | 0.50% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Meiji Yasuda Life Insurance Co | 16 | 1 | 0.00% | 0.09% | 0.26% | Q1 2015 | Q3 2023 | 28 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 28 |
Quinn Opportunity Partners LLC | 25 | 3 | 0.51% | 5.43% | 13.14% | Q4 2014 | Q1 2022 | 28 |
Chevy Chase Trust Holdings, LLC | 28 | 28 | 0.00% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
PRIMECAP MANAGEMENT CO/CA/ | 27 | 27 | 0.01% | 0.08% | 0.26% | Q1 2017 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.04% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Compagnie Lombard Odier SCmA | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2023 | 27 |
Schonfeld Strategic Advisors LLC | 10 | 8 | 0.01% | 0.16% | 0.64% | Q3 2016 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.06% | 0.14% | 0.24% | Q1 2017 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.01% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 27 |
HARTFORD INVESTMENT MANAGEMENT CO | 17 | 2 | 0.00% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 27 |
Buckingham Capital Management, Inc. | 27 | 27 | 0.06% | 0.71% | 1.56% | Q1 2017 | Q3 2023 | 27 |
AGF INVESTMENTS INC. | 24 | 1 | 0.03% | 0.93% | 1.98% | Q4 2013 | Q3 2022 | 27 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 2 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 27 |
Chesley Taft & Associates LLC | 27 | 27 | 0.11% | 0.22% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
BLAIR WILLIAM & CO/IL | 16 | 11 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 27 |
CENTRAL BANK & TRUST CO | 27 | 27 | 0.01% | 0.24% | 0.78% | Q1 2017 | Q3 2023 | 27 |
Man Group plc | 23 | 23 | 0.00% | 0.13% | 0.55% | Q1 2018 | Q3 2023 | 27 |
SADOFF INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.32% | 4.59% | 6.21% | Q1 2016 | Q3 2022 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Smithfield Trust Co | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.02% | 0.12% | 0.22% | Q1 2017 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 13 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 27 |
FDx Advisors, Inc. | 19 | 8 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
AXA S.A. | 20 | 1 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 14 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 26 |
Arizona State Retirement System | 26 | 26 | 0.02% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Natixis Investment Managers International | 12 | 6 | 0.01% | 0.05% | 0.17% | Q4 2014 | Q3 2023 | 26 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 14 | 12 | 0.12% | 0.42% | 1.56% | Q2 2013 | Q3 2023 | 26 |
DOHENY ASSET MANAGEMENT /CA | 13 | 5 | 0.10% | 0.58% | 1.71% | Q3 2014 | Q3 2023 | 26 |
PineBridge Investments, L.P. | 17 | 1 | 0.00% | 0.13% | 0.45% | Q4 2015 | Q3 2023 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 26 | 26 | 0.00% | 0.37% | 0.86% | Q2 2017 | Q3 2023 | 26 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 26 | 26 | 1.52% | 4.67% | 5.74% | Q1 2014 | Q2 2020 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
Financial Architects, Inc | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2023 | 26 |
Engineers Gate Manager LP | 8 | 1 | 0.02% | 0.22% | 0.51% | Q4 2014 | Q2 2023 | 26 |
State of Tennessee, Treasury Department | 17 | 3 | 0.01% | 0.13% | 0.24% | Q1 2015 | Q3 2023 | 26 |
PITCAIRN CO | 26 | 26 | 0.03% | 0.09% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 26 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.02% | 0.27% | 0.77% | Q2 2013 | Q3 2023 | 26 |
TRUST CO OF VERMONT | 19 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 26 |
MAVERICK CAPITAL LTD | 13 | 2 | 0.53% | 2.42% | 4.80% | Q3 2016 | Q3 2023 | 26 |
WESBANCO BANK INC | 15 | 11 | 0.16% | 0.27% | 0.51% | Q1 2017 | Q3 2023 | 26 |
FUKOKU MUTUAL LIFE INSURANCE Co | 25 | 1 | 0.02% | 0.05% | 0.18% | Q1 2014 | Q3 2023 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 26 |
Artemis Investment Management LLP | 26 | 26 | 0.00% | 0.56% | 1.58% | Q4 2016 | Q1 2023 | 26 |
MOODY NATIONAL BANK TRUST DIVISION | 25 | 1 | 0.02% | 0.14% | 0.25% | Q3 2013 | Q3 2023 | 26 |
LGT CAPITAL PARTNERS LTD. | 25 | 25 | 0.57% | 1.34% | 3.24% | Q3 2017 | Q3 2023 | 25 |
MAPLELANE CAPITAL, LLC | 5 | 1 | 0.00% | 0.90% | 2.80% | Q2 2014 | Q1 2022 | 25 |
COLONY GROUP LLC | 24 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 25 |
UBS OCONNOR LLC | 6 | 2 | 0.01% | 0.16% | 0.45% | Q4 2013 | Q3 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Glassman Wealth Services | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
APPLETON PARTNERS INC/MA | 25 | 25 | 0.02% | 0.17% | 0.31% | Q4 2017 | Q4 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.39% | 0.77% | 1.05% | Q3 2017 | Q3 2023 | 25 |
Paulson & Co. | 14 | 11 | 0.06% | 3.27% | 5.76% | Q2 2013 | Q3 2019 | 25 |
Tiger Eye Capital LLC | 17 | 2 | 0.04% | 1.69% | 7.49% | Q2 2015 | Q2 2022 | 25 |
Independent Advisor Alliance | 25 | 25 | 0.00% | 0.18% | 0.33% | Q3 2017 | Q3 2023 | 25 |
Exane Asset Management | 10 | 3 | 0.40% | 7.45% | 23.86% | Q4 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.10% | 0.48% | Q3 2017 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 23 | 2 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 25 |
Alberta Investment Management Corp | 16 | 1 | 0.01% | 0.09% | 0.25% | Q2 2014 | Q3 2023 | 25 |
Bridgecreek Investment Management, LLC | 24 | 1 | 0.01% | 0.74% | 1.46% | Q2 2013 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.04% | 0.38% | 1.21% | Q1 2016 | Q1 2022 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 25 |
Advanced Asset Management Advisors Inc | 24 | 24 | 0.15% | 1.61% | 2.71% | Q4 2017 | Q3 2023 | 24 |
BBT Capital Management, LLC | 21 | 21 | 0.04% | 3.15% | 8.38% | Q2 2013 | Q2 2018 | 24 |
Overbrook Management Corp | 19 | 5 | 0.45% | 4.58% | 7.65% | Q1 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.03% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 24 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.15% | 2.47% | Q3 2018 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q1 2019 | 24 |
NATIXIS | 7 | 1 | 0.00% | 0.12% | 0.69% | Q3 2013 | Q4 2022 | 24 |
CIBC Private Wealth Group, LLC | 24 | 24 | 0.00% | 0.85% | 3.02% | Q4 2017 | Q3 2023 | 24 |
Contour Asset Management LLC | 12 | 1 | 1.11% | 3.90% | 7.19% | Q2 2013 | Q3 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.24% | 0.74% | Q4 2017 | Q3 2023 | 24 |
AO Asset Management, LP | 24 | 24 | 1.76% | 5.61% | 11.38% | Q3 2016 | Q2 2022 | 24 |
ALLSTATE CORP | 20 | 1 | 0.02% | 0.13% | 0.96% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Dorsey & Whitney Trust CO LLC | 14 | 4 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 24 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.26% | 1.28% | Q4 2014 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 11 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 23 |
Assenagon Asset Management S.A. | 14 | 1 | 0.02% | 0.38% | 1.40% | Q1 2017 | Q3 2023 | 23 |
Quantitative Systematic Strategies LLC | 7 | 5 | 0.06% | 0.55% | 1.01% | Q3 2014 | Q1 2021 | 23 |
Field & Main Bank | 14 | 1 | 0.38% | 0.91% | 1.12% | Q2 2015 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 23 | 23 | 0.06% | 0.24% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.08% | 0.15% | 0.23% | Q1 2018 | Q3 2023 | 23 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q2 2023 | 23 |
FORSTA AP-FONDEN | 23 | 23 | 0.11% | 0.24% | 0.77% | Q1 2018 | Q3 2023 | 23 |
GUYASUTA INVESTMENT ADVISORS INC | 15 | 8 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 21 | 2 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
VALLEY WEALTH MANAGERS, INC. | 23 | 23 | 1.20% | 1.72% | 2.34% | Q1 2018 | Q3 2023 | 23 |
Zurich Insurance Group Ltd/FI | 17 | 6 | 0.05% | 0.34% | 1.48% | Q3 2015 | Q3 2023 | 23 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 3 | 0.02% | 0.13% | 0.29% | Q1 2017 | Q1 2023 | 23 |
ACT II MANAGEMENT, LP | 17 | 6 | 0.19% | 4.11% | 7.36% | Q2 2013 | Q1 2019 | 23 |
STEVENS CAPITAL MANAGEMENT LP | 11 | 1 | 0.02% | 0.24% | 1.06% | Q3 2013 | Q2 2023 | 23 |
Tradewinds Capital Management, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q1 2022 | 23 |
GAM Holding AG | 17 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 23 |
Personal Capital Advisors Corp | 13 | 10 | 0.00% | 0.12% | 0.41% | Q1 2017 | Q4 2022 | 23 |
Dana Investment Advisors, Inc. | 19 | 2 | 0.04% | 0.96% | 1.77% | Q1 2017 | Q3 2023 | 23 |
Verde Servicos Internacionais S.A. | 14 | 1 | 0.29% | 4.31% | 11.05% | Q2 2017 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.20% | 0.34% | 0.55% | Q4 2017 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 23 |
BLOOM TREE PARTNERS, LLC | 18 | 5 | 1.54% | 4.65% | 7.29% | Q3 2016 | Q4 2022 | 23 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.15% | 0.99% | Q2 2014 | Q2 2023 | 23 |
ALPHA WINDWARD LLC | 20 | 2 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q3 2020 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.00% | 0.40% | 0.78% | Q2 2018 | Q3 2023 | 22 |
Capital Research Global Investors | 22 | 22 | 0.06% | 0.17% | 0.42% | Q2 2013 | Q3 2018 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 22 |
SIRIOS CAPITAL MANAGEMENT L P | 12 | 2 | 0.15% | 2.71% | 5.63% | Q2 2013 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 15 | 2 | 0.02% | 0.09% | 0.24% | Q2 2016 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 9 | 1 | 0.03% | 0.34% | 0.87% | Q4 2013 | Q1 2023 | 22 |
Capula Management Ltd | 5 | 2 | 0.00% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 22 |
Tekne Capital Management, LLC | 21 | 1 | 2.88% | 11.88% | 20.41% | Q4 2013 | Q4 2022 | 22 |
C M BIDWELL & ASSOCIATES LTD | 7 | 2 | 0.00% | 0.32% | 1.37% | Q3 2016 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Westside Investment Management, Inc. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 1 | 0.00% | 0.06% | 0.17% | Q1 2014 | Q1 2021 | 22 |
Sigma Planning Corp | 21 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 22 |
Harrington Investments, INC | 15 | 7 | 0.12% | 0.21% | 0.36% | Q4 2017 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 16 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 22 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 15 | 2 | 0.04% | 1.34% | 2.10% | Q2 2017 | Q3 2023 | 21 |
Farmers & Merchants Trust Co of Chambersburg PA | 21 | 21 | 0.02% | 0.92% | 1.96% | Q3 2018 | Q3 2023 | 21 |
Prime Capital Investment Advisors, LLC | 17 | 4 | 0.00% | 0.10% | 0.36% | Q4 2017 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.08% | 0.40% | Q2 2015 | Q2 2022 | 21 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 10 | 2 | 4.96% | 7.91% | 10.37% | Q4 2016 | Q3 2023 | 21 |
Global Thematic Partners, LLC | 21 | 21 | 0.43% | 1.50% | 3.21% | Q1 2015 | Q1 2020 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.17% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Lido Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q3 2023 | 21 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.21% | 0.62% | Q4 2013 | Q3 2023 | 21 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.16% | 1.25% | Q2 2013 | Q2 2020 | 21 |
INGALLS & SNYDER LLC | 21 | 21 | 0.03% | 0.39% | 0.71% | Q3 2018 | Q3 2023 | 21 |
Corvex Management LP | 11 | 2 | 0.75% | 3.73% | 8.58% | Q3 2016 | Q4 2021 | 21 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.14% | 0.50% | Q1 2014 | Q4 2022 | 21 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 14 | 5 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 15 | 6 | 0.00% | 0.10% | 0.30% | Q4 2017 | Q3 2023 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.21% | 0.64% | Q3 2018 | Q3 2023 | 21 |
Quaker Capital Investments, LLC | 21 | 21 | 5.34% | 13.78% | 19.47% | Q4 2014 | Q4 2019 | 21 |
FIRST NATIONAL TRUST CO | 12 | 4 | 0.02% | 0.11% | 0.37% | Q4 2014 | Q3 2023 | 21 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 1 | 0.00% | 0.45% | 1.02% | Q3 2017 | Q3 2023 | 21 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 21 |
Owl Creek Asset Management, L.P. | 15 | 1 | 1.04% | 4.00% | 9.51% | Q4 2013 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.29% | 0.57% | 0.97% | Q3 2018 | Q3 2023 | 21 |
WESTWOOD HOLDINGS GROUP INC | 14 | 7 | 0.03% | 0.40% | 1.44% | Q2 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 21 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 21 |
NWAM LLC | 9 | 1 | 0.02% | 0.15% | 0.59% | Q1 2014 | Q2 2023 | 21 |
Calamos Wealth Management LLC | 14 | 7 | 0.06% | 0.40% | 0.78% | Q2 2015 | Q3 2023 | 21 |
Convergence Investment Partners, LLC | 12 | 1 | 0.01% | 0.20% | 0.50% | Q1 2015 | Q3 2023 | 21 |
NorthCoast Asset Management LLC | 11 | 10 | 0.04% | 0.87% | 2.83% | Q4 2015 | Q3 2021 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
BTC Capital Management, Inc. | 15 | 5 | 0.03% | 0.17% | 0.55% | Q4 2016 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.13% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.46% | 0.68% | 0.88% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.10% | 1.01% | 2.83% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q1 2020 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.04% | 0.18% | Q4 2018 | Q3 2023 | 20 |
A.R.T. Advisors, LLC | 14 | 1 | 0.04% | 0.30% | 0.60% | Q2 2014 | Q4 2019 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Coastline Trust Co | 13 | 7 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q2 2023 | 20 |
Marshall Wace North America L.P. | 10 | 2 | 0.07% | 0.96% | 4.50% | Q3 2013 | Q3 2021 | 20 |
Findlay Park Partners LLP | 20 | 20 | 0.66% | 3.10% | 6.23% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 16 | 3 | 0.00% | 0.07% | 0.30% | Q1 2018 | Q3 2023 | 20 |
First Washington CORP | 20 | 20 | 0.02% | 1.68% | 2.70% | Q4 2013 | Q3 2018 | 20 |
SYNOVUS FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FIRST HAWAIIAN BANK | 12 | 8 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 9 | 3 | 0.00% | 0.08% | 0.22% | Q1 2015 | Q2 2023 | 20 |
Front Row Advisors LLC | 14 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 20 | 20 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q4 2022 | 20 |
WINTON GROUP Ltd | 12 | 3 | 0.01% | 0.20% | 2.49% | Q2 2017 | Q3 2023 | 20 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.19% | 1.20% | Q4 2017 | Q2 2023 | 20 |
Reynders McVeigh Capital Management, LLC | 20 | 20 | 0.08% | 1.16% | 2.32% | Q4 2018 | Q3 2023 | 20 |
State of New Jersey Common Pension Fund D | 17 | 1 | 0.05% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 19 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 20 |
CNB Bank | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.11% | 0.15% | 0.26% | Q4 2017 | Q3 2022 | 20 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 17 | 3 | 0.00% | 0.15% | 0.24% | Q3 2017 | Q3 2023 | 20 |
BP PLC | 20 | 20 | 0.06% | 0.09% | 0.15% | Q3 2016 | Q2 2021 | 20 |
MetLife Investment Management, LLC | 17 | 3 | 0.00% | 0.13% | 0.19% | Q3 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.31% | 1.25% | Q2 2013 | Q4 2021 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.02% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.00% | 1.38% | 2.46% | Q3 2016 | Q2 2023 | 19 |
American National Registered Investment Advisor, Inc. | 19 | 19 | 0.21% | 0.32% | 0.42% | Q3 2017 | Q1 2022 | 19 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.13% | 0.46% | Q3 2013 | Q1 2019 | 19 |
BANK OF NOVA SCOTIA | 17 | 1 | 0.00% | 0.26% | 1.04% | Q4 2015 | Q3 2023 | 19 |
Sculptor Capital LP | 7 | 1 | 0.03% | 0.48% | 1.22% | Q1 2014 | Q3 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q2 2022 | 19 |
AMERICAN NATIONAL INSURANCE CO | 19 | 19 | 0.18% | 0.27% | 0.36% | Q3 2017 | Q1 2022 | 19 |
Freestone Capital Holdings, LLC | 15 | 3 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 16 | 1 | 0.00% | 0.07% | 0.26% | Q1 2017 | Q3 2022 | 19 |
THOMPSON DAVIS & CO., INC. | 14 | 5 | 0.01% | 0.15% | 0.34% | Q2 2015 | Q3 2023 | 19 |
Bayesian Capital Management, LP | 6 | 1 | 0.06% | 0.63% | 2.01% | Q4 2016 | Q3 2023 | 19 |
VIKING GLOBAL INVESTORS LP | 11 | 1 | 0.45% | 2.69% | 6.96% | Q1 2015 | Q3 2022 | 19 |
Yorktown Management & Research Co Inc | 19 | 19 | 0.06% | 0.13% | 0.35% | Q1 2016 | Q3 2020 | 19 |
FIRST FINANCIAL CORP /IN/ | 17 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Zimmer Partners, LP | 8 | 1 | 0.11% | 0.89% | 1.98% | Q1 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 19 |
JAMES INVESTMENT RESEARCH INC | 14 | 2 | 0.00% | 0.34% | 0.81% | Q3 2017 | Q3 2023 | 19 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.02% | 0.26% | 0.89% | Q3 2013 | Q4 2020 | 19 |
Tarbox Family Office, Inc. | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 19 |
Allworth Financial LP | 14 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 19 |
HBK INVESTMENTS L P | 13 | 1 | 0.00% | 0.11% | 0.43% | Q3 2014 | Q2 2023 | 19 |
WEXFORD CAPITAL LP | 6 | 1 | 0.02% | 0.99% | 3.19% | Q3 2014 | Q2 2023 | 19 |
STABLEFORD CAPITAL II LLC | 14 | 2 | 0.53% | 1.07% | 2.34% | Q2 2017 | Q3 2023 | 19 |
CAMDEN NATIONAL BANK | 19 | 19 | 0.96% | 2.04% | 2.60% | Q1 2019 | Q3 2023 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 19 |
Achmea Investment Management B.V. | 7 | 3 | 0.03% | 0.10% | 0.27% | Q1 2017 | Q3 2023 | 19 |
Ratan Capital Management LP | 14 | 1 | 0.44% | 2.38% | 6.53% | Q4 2016 | Q2 2023 | 19 |
EQUITEC SPECIALISTS, LLC | 10 | 1 | 0.00% | 0.23% | 0.64% | Q3 2015 | Q2 2020 | 19 |
MACKAY SHIELDS LLC | 18 | 1 | 0.01% | 0.26% | 3.14% | Q2 2013 | Q1 2022 | 19 |
COWEN INC. | 5 | 1 | 0.00% | 0.40% | 1.90% | Q2 2013 | Q2 2019 | 19 |
Advisors Capital Management, LLC | 19 | 19 | 0.17% | 0.22% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.03% | 0.20% | 0.31% | Q3 2006 | Q4 2019 | 19 |
CHICAGO EQUITY PARTNERS LLC | 8 | 3 | 0.01% | 0.10% | 0.24% | Q3 2013 | Q1 2020 | 19 |
Artisan Partners Limited Partnership | 17 | 1 | 0.00% | 0.21% | 0.54% | Q4 2017 | Q3 2023 | 19 |
BROWN BROTHERS HARRIMAN & CO | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 17 | 2 | 0.01% | 0.10% | 0.16% | Q4 2013 | Q3 2023 | 19 |
Penserra Capital Management LLC | 19 | 19 | 0.00% | 0.39% | 0.77% | Q1 2019 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.69% | 2.12% | Q1 2017 | Q3 2021 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.02% | 0.06% | 0.25% | Q4 2017 | Q3 2023 | 18 |
Ellevest, Inc. | 17 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Newbrook Capital Advisors LP | 7 | 1 | 1.28% | 6.26% | 12.89% | Q4 2016 | Q3 2023 | 18 |
Cerity Partners LLC | 14 | 4 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 18 |
Centre Asset Management, LLC | 18 | 18 | 0.10% | 0.39% | 0.71% | Q3 2019 | Q4 2023 | 18 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.28% | 0.75% | Q4 2013 | Q1 2021 | 18 |
Duquesne Family Office | 14 | 1 | 1.03% | 4.25% | 8.49% | Q1 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Brandywine Global Investment Management, LLC | 11 | 1 | 0.00% | 0.53% | 1.11% | Q2 2013 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 14 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2022 | 18 |
Oribel Capital Management, LP | 6 | 2 | 0.28% | 1.44% | 3.70% | Q4 2016 | Q1 2023 | 18 |
Vigilant Capital Management, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 18 |
Retirement Systems of Alabama | 17 | 1 | 0.05% | 0.10% | 0.12% | Q3 2014 | Q3 2023 | 18 |
Banco Santander, S.A. | 14 | 1 | 0.00% | 0.12% | 0.28% | Q3 2017 | Q3 2023 | 18 |
Waratah Capital Advisors Ltd. | 14 | 14 | 0.03% | 0.33% | 0.71% | Q2 2020 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Jump Trading, LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q1 2019 | 18 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 14 | 4 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q4 2017 | 18 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 1 | 0.01% | 0.41% | 1.02% | Q4 2013 | Q4 2022 | 18 |
WealthTrust-Arizona, LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2018 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 15 | 1 | 0.03% | 0.14% | 0.30% | Q3 2013 | Q2 2018 | 18 |
TEXAS PERMANENT SCHOOL FUND CORP | 17 | 1 | 0.00% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 1 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q3 2022 | 18 |
HARVEST MANAGEMENT LLC | 12 | 1 | 0.22% | 0.68% | 1.44% | Q2 2013 | Q2 2020 | 18 |
WEDBUSH SECURITIES INC | 14 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 18 |
Calamos Advisors LLC | 9 | 1 | 0.00% | 0.17% | 0.44% | Q4 2013 | Q3 2023 | 18 |
Odey Asset Management Group Ltd | 14 | 4 | 0.01% | 1.41% | 4.05% | Q4 2016 | Q4 2021 | 18 |
UBP Investment Advisors SA | 11 | 3 | 2.04% | 3.44% | 5.42% | Q4 2017 | Q3 2022 | 18 |
CULLEN/FROST BANKERS, INC. | 17 | 1 | 0.00% | 0.11% | 0.19% | Q1 2019 | Q3 2023 | 18 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.18% | 1.38% | Q2 2013 | Q4 2021 | 18 |
Symmetry Partners, LLC | 15 | 3 | 0.04% | 0.09% | 0.20% | Q2 2019 | Q4 2023 | 18 |
Belpointe Asset Management LLC | 17 | 17 | 0.02% | 0.08% | 0.19% | Q3 2019 | Q3 2023 | 17 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 17 | 17 | 0.05% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.17% | 0.62% | Q1 2017 | Q3 2023 | 17 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 17 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
MIG Capital, LLC | 17 | 17 | 2.72% | 5.22% | 7.35% | Q3 2018 | Q3 2022 | 17 |
AMICA PENSION FUND BOARD OF TRUSTEES | 17 | 17 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 17 | 17 | 0.08% | 0.17% | 0.22% | Q3 2019 | Q3 2023 | 17 |
AMICA MUTUAL INSURANCE CO | 17 | 17 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Circle Wealth Management, LLC | 9 | 8 | 0.03% | 0.17% | 0.25% | Q1 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
SECURIAN ASSET MANAGEMENT, INC | 17 | 17 | 0.05% | 0.14% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.15% | 0.37% | Q2 2014 | Q1 2023 | 17 |
Appaloosa LP | 17 | 17 | 0.56% | 4.66% | 10.67% | Q4 2017 | Q4 2021 | 17 |
Hickory Lane Capital Management LP | 10 | 10 | 2.51% | 6.17% | 11.16% | Q4 2020 | Q1 2023 | 17 |
ExodusPoint Capital Management, LP | 15 | 1 | 0.01% | 0.15% | 0.54% | Q4 2018 | Q3 2023 | 17 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 17 | 0.09% | 0.20% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.53% | 0.81% | 1.04% | Q1 2015 | Q1 2019 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.23% | 0.51% | Q4 2018 | Q4 2022 | 17 |
Columbus Hill Capital Management, L.P. | 13 | 4 | 0.70% | 3.39% | 6.83% | Q4 2015 | Q1 2021 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 4 | 0.01% | 0.09% | 0.40% | Q4 2018 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.29% | 0.59% | 0.77% | Q3 2019 | Q3 2023 | 17 |
Mount Yale Investment Advisors, LLC | 14 | 3 | 0.00% | 0.27% | 0.52% | Q1 2018 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 15 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Norinchukin Bank, The | 17 | 17 | 0.05% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Cavalry Management Group, LLC | 10 | 1 | 2.66% | 5.21% | 9.34% | Q4 2015 | Q4 2020 | 17 |
CAPITAL ONE, NATIONAL ASSOCIATION | 17 | 17 | 0.03% | 0.26% | 0.68% | Q2 2014 | Q2 2018 | 17 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 17 | 17 | 0.03% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 17 |
DAVENPORT & Co LLC | 16 | 16 | 0.05% | 0.63% | 1.30% | Q4 2019 | Q3 2023 | 17 |
Louisiana State Employees Retirement System | 17 | 17 | 0.06% | 0.28% | 0.42% | Q3 2019 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.23% | 1.10% | Q4 2014 | Q3 2023 | 17 |
TOWER BRIDGE ADVISORS | 17 | 17 | 0.18% | 0.35% | 0.59% | Q3 2019 | Q3 2023 | 17 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.01% | 0.09% | 0.28% | Q3 2014 | Q2 2020 | 17 |
SENTRY INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.09% | 0.19% | 0.26% | Q3 2019 | Q3 2023 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2023 | 17 |
M&R CAPITAL MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 17 |
Employees Retirement System of Texas | 16 | 1 | 0.05% | 0.40% | 0.88% | Q1 2017 | Q2 2023 | 17 |
FineMark National Bank & Trust | 14 | 3 | 0.00% | 0.22% | 0.48% | Q2 2015 | Q3 2023 | 17 |
RENAISSANCE GROUP LLC | 12 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 17 |
Kentucky Retirement Systems | 17 | 17 | 0.09% | 0.20% | 0.27% | Q3 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 17 |
Trust Co | 17 | 17 | 0.00% | 0.24% | 0.72% | Q1 2015 | Q1 2019 | 17 |
HMS Capital Management, LLC | 6 | 5 | 0.03% | 0.48% | 1.08% | Q1 2017 | Q1 2023 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
MADISON INVESTMENT HOLDINGS INC | 17 | 17 | 0.14% | 0.41% | 0.60% | Q3 2015 | Q3 2019 | 17 |
Channing Capital Management, LLC | 8 | 8 | 0.18% | 0.26% | 0.39% | Q2 2018 | Q3 2023 | 16 |
Solstein Capital, LLC | 16 | 16 | 0.03% | 0.41% | 0.85% | Q4 2019 | Q3 2023 | 16 |
TIG Advisors, LLC | 7 | 1 | 0.06% | 1.39% | 4.17% | Q4 2013 | Q3 2020 | 16 |
Ballentine Partners, LLC | 14 | 1 | 0.01% | 0.02% | 0.12% | Q1 2017 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.19% | 0.30% | Q2 2013 | Q1 2017 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CONNING INC. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AllSquare Wealth Management LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q2 2021 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.25% | 0.41% | 0.71% | Q4 2019 | Q3 2023 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 14 | 1 | 0.01% | 0.39% | 0.81% | Q4 2019 | Q3 2023 | 16 |
OppenheimerFunds, Inc. | 16 | 16 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q1 2019 | 16 |
FIRST MANHATTAN CO. LLC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.41% | 0.54% | 0.74% | Q4 2019 | Q3 2023 | 16 |
MRJ CAPITAL INC | 16 | 16 | 1.36% | 2.36% | 2.84% | Q1 2018 | Q4 2021 | 16 |
DAVIDSON INVESTMENT ADVISORS | 16 | 16 | 0.90% | 1.21% | 1.73% | Q4 2019 | Q3 2023 | 16 |
Glenview Capital Management | 10 | 1 | 0.15% | 1.00% | 1.83% | Q2 2013 | Q4 2019 | 16 |
INTACT INVESTMENT MANAGEMENT INC. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.65% | 1.44% | 1.80% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 5 | 0.02% | 0.16% | 0.32% | Q2 2017 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q4 2021 | 16 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Nationwide Fund Advisors | 11 | 5 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 16 |
Xcel Wealth Management, LLC | 16 | 16 | 0.07% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Summit Global Investments | 10 | 6 | 0.11% | 0.42% | 1.28% | Q1 2019 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 16 | 16 | 0.01% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2022 | 16 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.19% | Q2 2019 | Q3 2023 | 16 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 16 | 16 | 0.10% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Fulcrum Capital LLC | 16 | 16 | 0.09% | 0.13% | 0.15% | Q3 2019 | Q2 2023 | 16 |
SPX Gestao de Recursos Ltda | 8 | 8 | 0.73% | 3.27% | 9.47% | Q2 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.03% | 0.32% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 16 |
Act Two Investors LLC | 16 | 16 | 0.44% | 5.45% | 7.63% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 5 | 0.01% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 16 |
Sustainable Insight Capital Management, LLC | 10 | 1 | 0.08% | 3.49% | 5.80% | Q3 2017 | Q3 2023 | 16 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 16 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 2 | 0.01% | 0.05% | 0.14% | Q3 2015 | Q1 2023 | 16 |
Winfield Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 16 |
Virtu KCG Holdings LLC | 8 | 7 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.09% | 0.71% | 1.10% | Q4 2019 | Q3 2023 | 16 |
River Wealth Advisors LLC | 13 | 3 | 0.01% | 0.13% | 0.52% | Q2 2018 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
FULTON BANK, N.A. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 15 |
EVOKE WEALTH, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 15 |
FACTORY MUTUAL INSURANCE CO | 15 | 15 | 0.20% | 0.98% | 1.22% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 3 | 0.01% | 0.07% | 0.26% | Q4 2019 | Q3 2023 | 15 |
LEUTHOLD GROUP, LLC | 7 | 1 | 0.06% | 0.40% | 2.54% | Q2 2013 | Q3 2023 | 15 |
Numina Capital Management, LLC | 6 | 5 | 0.58% | 2.27% | 6.92% | Q4 2014 | Q4 2017 | 15 |
Rock Creek Group, LP | 13 | 2 | 0.00% | 0.15% | 0.88% | Q4 2018 | Q3 2023 | 15 |
GENERAL AMERICAN INVESTORS CO INC | 14 | 14 | 0.05% | 2.12% | 3.60% | Q2 2020 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Supplemental Annuity Collective Trust of NJ | 14 | 1 | 0.15% | 0.21% | 0.30% | Q4 2017 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 15 |
CKW FINANCIAL GROUP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 1 | 0.00% | 0.13% | 0.29% | Q1 2015 | Q1 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 2 | 0.00% | 0.06% | 0.26% | Q3 2019 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 15 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 12 | 12 | 0.40% | 0.81% | 1.44% | Q2 2013 | Q1 2016 | 15 |
SALEM INVESTMENT COUNSELORS INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
York Capital Management Global Advisors, LLC | 4 | 1 | 0.26% | 1.63% | 4.42% | Q4 2013 | Q2 2021 | 15 |
ICON ADVISERS INC/CO | 10 | 2 | 0.05% | 0.23% | 0.53% | Q4 2015 | Q1 2020 | 15 |
ClearBridge Investments | 15 | 15 | 0.11% | 0.21% | 0.39% | Q1 2020 | Q3 2023 | 15 |
SAMLYN CAPITAL, LLC | 6 | 1 | 0.34% | 1.42% | 3.08% | Q1 2017 | Q3 2021 | 15 |
Dorsal Capital Management, LP | 15 | 15 | 1.88% | 3.31% | 5.07% | Q1 2015 | Q3 2018 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.03% | 0.08% | 0.14% | Q1 2019 | Q3 2022 | 15 |
Catalyst Capital Advisors LLC | 12 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 15 |
Renaissance Technologies | 5 | 1 | 0.01% | 0.07% | 0.46% | Q2 2014 | Q3 2021 | 15 |
ATLAS CAPITAL ADVISORS LLC | 15 | 15 | 0.11% | 0.21% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 5 | 1 | 0.03% | 0.16% | 0.44% | Q1 2018 | Q3 2023 | 15 |
Global X Management CO LLC | 13 | 1 | 0.00% | 0.05% | 0.47% | Q2 2013 | Q2 2018 | 15 |
Visium Asset Management, LP | 10 | 1 | 0.00% | 0.15% | 0.31% | Q2 2013 | Q1 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
CX Institutional | 15 | 15 | 0.02% | 0.13% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Private Advisory Group LLC | 14 | 1 | 0.07% | 0.21% | 0.65% | Q2 2018 | Q3 2023 | 15 |
Balentine LLC | 8 | 3 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 15 |
Qtron Investments LLC | 15 | 15 | 0.16% | 0.25% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 15 | 15 | 0.53% | 0.70% | 0.88% | Q1 2020 | Q3 2023 | 15 |
People's United Financial, Inc. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 15 |
Paradigm Financial Partners, LLC | 15 | 15 | 0.26% | 0.95% | 1.39% | Q1 2020 | Q3 2023 | 15 |
Jericho Capital Asset Management L.P. | 6 | 1 | 0.54% | 5.65% | 13.05% | Q1 2014 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Tranquility Partners, LLC | 15 | 15 | 0.22% | 0.32% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Capital Planning Advisors, LLC | 15 | 15 | 0.06% | 0.54% | 0.98% | Q1 2020 | Q3 2023 | 15 |
SOROS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.51% | 2.27% | 6.91% | Q1 2020 | Q3 2023 | 15 |
CAPITAL GUARDIAN TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
ETRADE Capital Management LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2020 | 15 |
Parkwood LLC | 4 | 2 | 0.04% | 0.61% | 1.44% | Q2 2015 | Q3 2022 | 15 |
Aperture Investors, LLC | 14 | 14 | 0.51% | 1.62% | 3.14% | Q1 2020 | Q2 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.27% | 0.36% | 0.46% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.05% | 0.26% | Q4 2019 | Q4 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 15 | 15 | 0.08% | 0.78% | 1.45% | Q4 2019 | Q2 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 15 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Garde Capital, Inc. | 14 | 1 | 0.04% | 0.40% | 0.95% | Q3 2019 | Q3 2023 | 15 |
STEADFAST CAPITAL MANAGEMENT LP | 14 | 14 | 1.65% | 3.32% | 6.41% | Q2 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q2 2017 | 15 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 15 |
PIN OAK INVESTMENT ADVISORS INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.11% | 0.17% | Q4 2013 | Q3 2023 | 15 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.01% | 0.25% | 0.66% | Q1 2014 | Q3 2022 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.01% | 0.11% | 0.56% | Q3 2017 | Q3 2023 | 14 |
Daiwa SB Investments Ltd. | 14 | 14 | 0.02% | 0.15% | 0.34% | Q4 2015 | Q1 2019 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.05% | 0.08% | 0.19% | Q2 2013 | Q3 2016 | 14 |
SoftBank Group | 14 | 14 | 65.70% | 77.86% | 94.07% | Q2 2020 | Q3 2023 | 14 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 14 | 14 | 2.18% | 3.31% | 4.35% | Q2 2020 | Q3 2023 | 14 |
FIR TREE CAPITAL MANAGEMENT LP | 13 | 13 | 0.21% | 2.33% | 7.11% | Q2 2019 | Q2 2022 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q2 2019 | 14 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CLOUGH CAPITAL PARTNERS L P | 3 | 2 | 0.13% | 1.32% | 3.00% | Q3 2016 | Q2 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.03% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 13 | 1 | 0.02% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 14 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.17% | 0.54% | Q4 2014 | Q1 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q1 2021 | 14 |
ANTIPODES PARTNERS Ltd | 13 | 1 | 0.01% | 2.91% | 4.48% | Q2 2019 | Q1 2023 | 14 |
FORVIS Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2020 | 14 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.05% | 0.13% | 0.37% | Q1 2015 | Q2 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Caprock Group, LLC | 14 | 14 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Hardman Johnston Global Advisors LLC | 14 | 14 | 0.48% | 1.02% | 1.69% | Q2 2020 | Q3 2023 | 14 |
Private Ocean, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
United Asset Strategies, Inc. | 14 | 14 | 0.64% | 1.09% | 1.32% | Q2 2020 | Q3 2023 | 14 |
MITCHELL CAPITAL MANAGEMENT CO | 11 | 3 | 0.18% | 0.55% | 0.88% | Q1 2019 | Q1 2023 | 14 |
NJ State Employees Deferred Compensation Plan | 14 | 14 | 0.41% | 0.57% | 0.87% | Q2 2020 | Q3 2023 | 14 |
CSat Investment Advisory, L.P. | 12 | 2 | 0.18% | 1.20% | 4.75% | Q2 2016 | Q1 2021 | 14 |
Clarius Group, LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.09% | 0.25% | 0.33% | Q1 2020 | Q2 2023 | 14 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Madison Asset Management, LLC | 11 | 1 | 0.04% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 14 | 14 | 0.04% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 14 |
Majedie Asset Management Ltd | 14 | 14 | 0.33% | 0.97% | 1.34% | Q4 2017 | Q1 2021 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.02% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Independent Family Office, LLC | 14 | 14 | 0.10% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 14 | 0.00% | 0.03% | 0.24% | Q1 2018 | Q2 2021 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HOERTKORN RICHARD CHARLES | 14 | 14 | 2.83% | 3.75% | 4.33% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ALPHASIMPLEX GROUP, LLC | 6 | 3 | 0.50% | 1.10% | 3.22% | Q3 2018 | Q3 2022 | 14 |
OMERS ADMINISTRATION Corp | 8 | 1 | 0.01% | 0.05% | 0.33% | Q3 2013 | Q1 2018 | 14 |
Avestar Capital, LLC | 6 | 2 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 14 |
LexAurum Advisors, LLC | 14 | 14 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Analyst IMS Investment Management Services Ltd. | 14 | 14 | 0.08% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
HARRIS ASSOCIATES L P | 14 | 14 | 0.00% | 0.25% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Junto Capital Management LP | 6 | 1 | 0.48% | 2.82% | 6.92% | Q1 2016 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.04% | Q1 2019 | Q2 2023 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.13% | 0.30% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Capital Bank & Trust Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Boston Partners | 14 | 14 | 0.26% | 0.56% | 0.78% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CAPSTONE ASSET MANAGEMENT CO | 9 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 14 |
JACKSON SQUARE CAPITAL, LLC | 14 | 14 | 0.21% | 1.19% | 1.96% | Q2 2020 | Q3 2023 | 14 |
DODGE & COX | 14 | 14 | 0.19% | 0.95% | 1.61% | Q2 2020 | Q3 2023 | 14 |
Foxhaven Asset Management, LP | 7 | 3 | 1.05% | 4.41% | 7.59% | Q4 2015 | Q4 2022 | 14 |
BlueDrive Global Investors LLP | 14 | 14 | 8.41% | 22.36% | 33.54% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 14 |
QVR LLC | 3 | 3 | 0.00% | 0.06% | 0.15% | Q1 2021 | Q3 2022 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.16% | 0.22% | 0.31% | Q2 2020 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 14 | 14 | 0.09% | 0.15% | 0.29% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q1 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ROMAN BUTLER FULLERTON & CO | 14 | 14 | 0.16% | 0.20% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Onex Canada Asset Management Inc. | 8 | 6 | 0.18% | 1.96% | 6.52% | Q1 2015 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 8 | 6 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 14 |
EXANE DERIVATIVES | 13 | 1 | 0.00% | 0.49% | 1.13% | Q3 2018 | Q1 2022 | 14 |
CITY HOLDING CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Berkshire Bank | 13 | 13 | 0.27% | 0.37% | 0.46% | Q3 2020 | Q3 2023 | 13 |
SG3 Management, LLC | 4 | 3 | 0.01% | 0.27% | 0.84% | Q2 2019 | Q1 2021 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 13 |
Berkshire Hathaway | 13 | 13 | 0.12% | 0.22% | 0.26% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
CIM INVESTMENT MANAGEMENT INC | 8 | 5 | 0.16% | 0.25% | 0.42% | Q3 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Cooper Financial Group | 13 | 13 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Meru Capital Group, LP | 6 | 1 | 0.13% | 4.49% | 19.98% | Q2 2013 | Q3 2020 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
TWIN CAPITAL MANAGEMENT INC | 13 | 13 | 0.10% | 0.26% | 0.43% | Q3 2020 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 13 |
PARNASSUS INVESTMENTS, LLC | 8 | 5 | 0.08% | 0.77% | 2.40% | Q2 2018 | Q1 2023 | 13 |
EPG Wealth Management LLC | 11 | 2 | 0.03% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Pentwater Capital Management LP | 8 | 1 | 0.02% | 0.06% | 0.29% | Q2 2014 | Q1 2022 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q4 2022 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.01% | 0.06% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Global Financial Private Capital, Inc | 13 | 13 | 0.04% | 0.11% | 0.17% | Q2 2017 | Q2 2020 | 13 |
Third Point | 3 | 1 | 0.36% | 2.43% | 4.61% | Q4 2013 | Q3 2023 | 13 |
Traynor Capital Management, Inc. | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Silicon Valley Capital Partners | 13 | 13 | 0.04% | 0.07% | 0.08% | Q1 2020 | Q1 2023 | 13 |
Arden Trust Co | 13 | 13 | 0.06% | 0.13% | 0.20% | Q1 2020 | Q1 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 9 | 1 | 0.11% | 0.26% | 0.40% | Q4 2019 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BADGLEY PHELPS & BELL INC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 13 |
MARK ASSET MANAGEMENT LP | 10 | 10 | 0.21% | 1.12% | 2.22% | Q2 2018 | Q3 2020 | 13 |
First Command Bank | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 13 |
MSI Financial Services Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
FNY Managed Accounts LLC | 4 | 1 | 0.00% | 0.67% | 2.36% | Q2 2013 | Q4 2017 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.12% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Palestra Capital Management LLC | 11 | 1 | 1.99% | 4.89% | 10.43% | Q2 2016 | Q1 2020 | 13 |
True North Advisors, LLC | 13 | 13 | 0.15% | 0.29% | 0.41% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MAI Capital Management | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VAN ECK ASSOCIATES CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 10 | 1 | 0.40% | 0.80% | 2.22% | Q2 2013 | Q3 2018 | 13 |
PATTEN & PATTEN INC/TN | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 10 | 3 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 13 |
Zweig-DiMenna Associates LLC | 7 | 1 | 0.01% | 0.67% | 1.47% | Q1 2014 | Q4 2021 | 13 |
Institute for Wealth Management, LLC. | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.06% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 13 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 1.16% | 4.90% | Q2 2013 | Q3 2023 | 13 |
Cetera Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 13 | 13 | 0.72% | 1.34% | 1.85% | Q3 2016 | Q3 2019 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.14% | 0.53% | 1.05% | Q3 2020 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
MU Investments Co., Ltd. | 13 | 13 | 0.02% | 0.09% | 0.20% | Q4 2014 | Q4 2017 | 13 |
USA FINANCIAL FORMULAS | 7 | 3 | 0.01% | 1.19% | 3.23% | Q4 2016 | Q3 2023 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Savant Capital, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 13 | 13 | 0.22% | 0.35% | 0.68% | Q4 2016 | Q4 2019 | 13 |
Empirical Finance, LLC | 13 | 13 | 0.08% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Taconic Capital Advisors LP | 8 | 1 | 0.02% | 0.33% | 0.69% | Q2 2013 | Q1 2020 | 13 |
Baker Chad R | 13 | 13 | 1.70% | 2.35% | 2.79% | Q3 2020 | Q3 2023 | 13 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.01% | 0.10% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Mint Tower Capital Management B.V. | 10 | 1 | 0.02% | 1.01% | 2.83% | Q4 2018 | Q1 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.04% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Highstreet Asset Management Inc. | 8 | 5 | 0.02% | 0.12% | 0.23% | Q4 2015 | Q1 2019 | 13 |
Clearstead Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 7 | 6 | 0.01% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Crumly & Associates Inc. | 13 | 13 | 0.16% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Darwin Wealth Management, LLC | 12 | 1 | 0.00% | 0.35% | 0.84% | Q1 2020 | Q3 2023 | 13 |
Old North State Trust, LLC | 13 | 13 | 0.02% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 13 |
Numeric Investors LLC | 6 | 1 | 0.00% | 0.13% | 0.56% | Q2 2013 | Q4 2017 | 13 |
Tidal Investments LLC | 12 | 1 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2020 | 13 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 13 |
Gruss & Co., LLC | 3 | 1 | 0.68% | 1.67% | 3.37% | Q4 2013 | Q4 2021 | 13 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Principal Street Partners, LLC | 12 | 12 | 0.12% | 0.24% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 12 |
Avior Wealth Management, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Moser Wealth Advisors, LLC | 10 | 2 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Quadrature Capital Ltd | 5 | 1 | 0.03% | 0.47% | 3.03% | Q2 2017 | Q2 2023 | 12 |
Renasant Bank | 12 | 12 | 0.18% | 0.55% | 1.09% | Q4 2020 | Q3 2023 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.06% | 1.77% | 2.37% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.09% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Choate Investment Advisors | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
Versor Investments LP | 7 | 5 | 0.01% | 0.11% | 0.36% | Q1 2017 | Q2 2023 | 12 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 12 | 12 | 5.31% | 11.61% | 15.89% | Q4 2020 | Q3 2023 | 12 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.22% | 0.77% | Q4 2017 | Q3 2023 | 12 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 12 | 12 | 0.01% | 0.52% | 0.78% | Q4 2018 | Q3 2021 | 12 |
Sarbit Advisory Services Inc. | 12 | 12 | 7.39% | 12.71% | 19.45% | Q2 2015 | Q1 2018 | 12 |
Van Hulzen Asset Management, LLC | 10 | 2 | 0.07% | 0.37% | 1.93% | Q3 2018 | Q1 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.22% | 1.20% | Q4 2013 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
BRANDYWINE TRUST CO | 11 | 1 | 0.62% | 0.80% | 1.28% | Q2 2013 | Q1 2020 | 12 |
First Command Financial Services, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 12 |
Leucadia National | 4 | 4 | 0.00% | 0.03% | 0.12% | Q4 2022 | Q3 2023 | 12 |
Larson Financial Group LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Bridgewater Associates | 8 | 2 | 0.00% | 0.18% | 0.39% | Q4 2017 | Q3 2023 | 12 |
CHASE INVESTMENT COUNSEL CORP | 12 | 12 | 0.10% | 1.42% | 2.29% | Q4 2018 | Q3 2021 | 12 |
Geller Advisors LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.31% | 0.53% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 12 | 12 | 0.03% | 0.12% | 0.18% | Q3 2019 | Q2 2022 | 12 |
MASON STREET ADVISORS, LLC | 6 | 1 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q4 2020 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.01% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.00% | 0.20% | 0.34% | Q1 2020 | Q4 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
COURIER CAPITAL LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2021 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
HM PAYSON & CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
COUNTRY TRUST BANK | 12 | 12 | 0.74% | 1.17% | 1.42% | Q1 2021 | Q4 2023 | 12 |
TIAA, FSB | 12 | 12 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q2 2023 | 12 |
ASTURIAS CAPITAL LLC | 9 | 3 | 2.43% | 9.26% | 13.35% | Q2 2016 | Q4 2019 | 12 |
Venator Management LLC | 12 | 12 | 0.56% | 1.86% | 3.92% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.00% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Epoch Investment Partners, Inc. | 12 | 12 | 0.30% | 1.25% | 1.94% | Q2 2020 | Q1 2023 | 12 |
CARLSON CAPITAL L P | 6 | 2 | 0.08% | 0.40% | 0.87% | Q4 2013 | Q2 2021 | 12 |
Coronation Fund Managers Ltd. | 8 | 4 | 0.24% | 0.38% | 0.57% | Q1 2019 | Q1 2023 | 12 |
SWARTHMORE GROUP INC | 8 | 4 | 1.36% | 3.22% | 4.62% | Q2 2013 | Q1 2018 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Marathon Trading Investment Management LLC | 6 | 1 | 0.02% | 0.50% | 1.44% | Q3 2014 | Q1 2023 | 12 |
PFS INVESTMENTS INC. | 8 | 4 | 0.02% | 0.09% | 0.13% | Q4 2019 | Q2 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.39% | 0.56% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
140 Summer Partners LP | 12 | 12 | 0.92% | 10.43% | 14.36% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q4 2022 | 12 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
OXFORD ASSET MANAGEMENT LLP | 4 | 2 | 0.01% | 0.36% | 1.19% | Q3 2013 | Q1 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.07% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MONETTA FINANCIAL SERVICES INC | 7 | 5 | 0.36% | 0.66% | 1.13% | Q1 2016 | Q4 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.15% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Accuvest Global Advisors | 8 | 1 | 0.00% | 0.17% | 0.52% | Q1 2017 | Q2 2023 | 12 |
ClariVest Asset Management LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 12 |
Exchange Capital Management, Inc. | 7 | 4 | 0.53% | 0.86% | 1.54% | Q1 2016 | Q4 2018 | 11 |
Vigilare Wealth Management | 7 | 4 | 0.12% | 0.21% | 0.40% | Q4 2020 | Q4 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 11 | 11 | 0.17% | 0.22% | 0.30% | Q4 2018 | Q2 2021 | 11 |
Avitas Wealth Management LLC | 7 | 1 | 0.21% | 0.47% | 0.67% | Q2 2018 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
West Branch Capital LLC | 10 | 1 | 0.04% | 0.07% | 0.33% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.19% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Retirement Group, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Callodine Capital Management, LP | 11 | 11 | 0.84% | 2.21% | 3.09% | Q1 2020 | Q3 2022 | 11 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 3 | 0.04% | 0.27% | 0.46% | Q2 2018 | Q3 2023 | 11 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.01% | 0.25% | 1.61% | Q2 2013 | Q2 2015 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Itau Unibanco Holding S.A. | 11 | 11 | 0.00% | 0.08% | 0.24% | Q1 2021 | Q3 2023 | 11 |
DELTA LLOYD NV | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2022 | 11 |
LINCOLN CAPITAL CORP | 11 | 11 | 0.69% | 2.38% | 3.10% | Q1 2021 | Q3 2023 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
HighVista Strategies LLC | 7 | 4 | 0.14% | 0.24% | 0.42% | Q2 2018 | Q1 2023 | 11 |
River Road Asset Management, LLC | 11 | 11 | 0.03% | 0.56% | 0.94% | Q1 2021 | Q3 2023 | 11 |
IMS Capital Management | 7 | 4 | 0.12% | 0.19% | 0.36% | Q4 2020 | Q3 2023 | 11 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.15% | 0.58% | Q3 2015 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.08% | 0.24% | 0.67% | Q2 2018 | Q3 2022 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.84% | 1.54% | Q4 2020 | Q2 2023 | 11 |
Northwest Bancshares, Inc. | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Hutchin Hill Capital, LP | 4 | 1 | 0.01% | 0.14% | 0.54% | Q2 2015 | Q4 2017 | 11 |
ArrowMark Colorado Holdings LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Andromeda Capital LLC | 6 | 6 | 0.07% | 0.56% | 2.10% | Q2 2013 | Q3 2014 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.04% | 0.14% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Mizuho Asset Management Co.,Ltd. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 11 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2020 | 11 |
LOOMIS SAYLES & CO L P | 9 | 1 | 0.00% | 0.18% | 0.47% | Q4 2016 | Q3 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.13% | 0.71% | Q1 2016 | Q4 2021 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 2 | 0.00% | 0.11% | 0.41% | Q4 2019 | Q2 2023 | 11 |
South Dakota Investment Council | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.02% | 0.59% | 1.86% | Q1 2020 | Q2 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.08% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 11 | 11 | 0.11% | 0.23% | 0.38% | Q1 2021 | Q3 2023 | 11 |
EFG Asset Management (Americas) Corp. | 11 | 11 | 0.47% | 0.70% | 0.93% | Q4 2016 | Q2 2019 | 11 |
Freemont Management S.A. | 7 | 4 | 0.40% | 0.66% | 1.22% | Q4 2020 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.28% | 0.50% | 0.67% | Q1 2020 | Q3 2022 | 11 |
Maven Securities LTD | 3 | 1 | 0.00% | 0.09% | 0.72% | Q4 2017 | Q3 2023 | 11 |
Intersect Capital LLC | 8 | 1 | 0.00% | 0.11% | 0.16% | Q4 2014 | Q2 2022 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Royal Fund Management, LLC | 11 | 11 | 0.01% | 0.31% | 0.78% | Q3 2017 | Q1 2020 | 11 |
HERON FINANCIAL GROUP, LLC | 11 | 11 | 0.24% | 0.55% | 1.07% | Q4 2020 | Q2 2023 | 11 |
CAAS CAPITAL MANAGEMENT LP | 3 | 2 | 0.01% | 0.53% | 3.21% | Q2 2020 | Q4 2022 | 11 |
Xact Kapitalforvaltning AB | 11 | 11 | 0.05% | 0.08% | 0.11% | Q3 2016 | Q1 2019 | 11 |
DigitalBridge Group, Inc. | 6 | 5 | 0.09% | 1.65% | 3.37% | Q4 2020 | Q3 2023 | 11 |
TSFG, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 7 | 4 | 0.00% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.25% | 0.50% | 0.76% | Q4 2017 | Q3 2023 | 11 |
Hi-Line Capital Management, LLC | 10 | 10 | 1.65% | 4.25% | 5.40% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.15% | 0.21% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 10 | 10 | 0.01% | 0.16% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Atika Capital Management LLC | 7 | 2 | 0.48% | 1.71% | 2.98% | Q3 2019 | Q4 2022 | 10 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q1 2018 | 10 |
NVWM, LLC | 10 | 10 | 0.00% | 0.14% | 0.35% | Q2 2021 | Q3 2023 | 10 |
AGF Investments LLC | 8 | 2 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q1 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q2 2022 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.05% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Citizens Business Bank | 9 | 1 | 0.04% | 0.06% | 0.14% | Q3 2017 | Q2 2022 | 10 |
Kovitz Investment Group Partners, LLC | 7 | 3 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.07% | 0.13% | 0.18% | Q2 2019 | Q3 2021 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.02% | 0.17% | 0.75% | Q4 2022 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.11% | 0.40% | Q1 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 9 | 1 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 9 | 1 | 0.04% | 0.11% | 0.15% | Q3 2014 | Q1 2022 | 10 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 1 | 1.58% | 3.39% | 6.05% | Q2 2013 | Q4 2020 | 10 |
BTG Pactual Global Asset Management Ltd | 3 | 1 | 0.06% | 0.41% | 0.80% | Q4 2013 | Q3 2021 | 10 |
P SCHOENFELD ASSET MANAGEMENT LP | 4 | 1 | 0.74% | 2.25% | 4.31% | Q2 2013 | Q2 2019 | 10 |
Cranbrook Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Freedom Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 7 | 3 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 10 |
ADVENT CAPITAL MANAGEMENT /DE/ | 6 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 10 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 10 |
Sciencast Management LP | 3 | 1 | 0.14% | 0.35% | 0.80% | Q2 2017 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.48% | 0.57% | 0.68% | Q2 2021 | Q3 2023 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.03% | 0.16% | 0.46% | Q2 2015 | Q1 2020 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 2.48% | 3.51% | 4.34% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Cerebellum GP, LLC | 9 | 1 | 0.09% | 0.23% | 0.31% | Q4 2017 | Q2 2020 | 10 |
Loeb Offshore Management LP | 6 | 6 | 0.00% | 1.24% | 3.58% | Q2 2013 | Q3 2014 | 10 |
Waverton Investment Management Ltd | 10 | 10 | 0.34% | 1.83% | 3.33% | Q2 2021 | Q3 2023 | 10 |
WestEnd Advisors, LLC | 10 | 10 | 0.00% | 0.64% | 1.16% | Q2 2021 | Q3 2023 | 10 |
PARK NATIONAL CORP /OH/ | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AIA Group Ltd | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Paragon Capital Management Ltd | 10 | 10 | 0.50% | 0.91% | 1.81% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 6 | 4 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2022 | 10 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q2 2023 | 10 |
GLG LLC | 5 | 5 | 0.05% | 0.12% | 0.33% | Q1 2014 | Q4 2017 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 10 |
TCW GROUP INC | 6 | 4 | 0.03% | 0.12% | 0.28% | Q3 2019 | Q1 2023 | 10 |
Woodline Partners LP | 5 | 2 | 0.06% | 0.47% | 1.18% | Q1 2020 | Q4 2022 | 10 |
Cinctive Capital Management LP | 5 | 2 | 0.14% | 0.51% | 0.75% | Q3 2020 | Q2 2023 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.11% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.23% | 0.29% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Pendal Group Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
FARALLON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.14% | 1.78% | 3.20% | Q2 2014 | Q3 2021 | 10 |
BANQUE PICTET & CIE SA | 6 | 3 | 0.02% | 0.03% | 0.11% | Q2 2014 | Q1 2023 | 10 |
STEINBERG ASSET MANAGEMENT LLC | 10 | 10 | 0.51% | 1.30% | 1.52% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.05% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
REGENTATLANTIC CAPITAL LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.13% | 0.18% | 0.24% | Q2 2021 | Q3 2023 | 10 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10 | 10 | 0.20% | 0.80% | 1.34% | Q2 2021 | Q3 2023 | 10 |
GUARDIAN CAPITAL LP | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Sapphire Star Partners LP | 9 | 9 | 0.26% | 0.33% | 0.52% | Q3 2016 | Q3 2018 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 2 | 0.14% | 0.52% | 1.12% | Q2 2017 | Q1 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Rathbones Group PLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Kemnay Advisory Services Inc. | 4 | 1 | 0.08% | 1.60% | 7.22% | Q2 2017 | Q4 2022 | 9 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
BRISTOL JOHN W & CO INC /NY/ | 9 | 9 | 1.03% | 2.03% | 2.55% | Q3 2021 | Q3 2023 | 9 |
State of Wyoming | 8 | 1 | 0.03% | 0.14% | 0.39% | Q1 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.25% | 0.38% | Q3 2021 | Q2 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.18% | 0.24% | 0.28% | Q1 2015 | Q1 2017 | 9 |
Seminole Management Co., Inc. | 9 | 9 | 0.54% | 5.25% | 8.88% | Q1 2015 | Q1 2017 | 9 |
Platform Technology Partners | 7 | 2 | 0.11% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 9 |
RMR Wealth Builders | 6 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 9 |
BOSTON ADVISORS LLC | 6 | 1 | 0.11% | 0.32% | 0.42% | Q3 2015 | Q3 2019 | 9 |
MUFG Securities EMEA plc | 2 | 1 | 0.03% | 0.44% | 2.30% | Q2 2015 | Q1 2022 | 9 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Three Peaks Capital Management, LLC | 9 | 9 | 0.50% | 0.98% | 1.50% | Q4 2018 | Q4 2020 | 9 |
RFG Advisory, LLC | 5 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 7 | 2 | 0.03% | 0.91% | 1.59% | Q4 2017 | Q3 2021 | 9 |
Strategic Investment Advisors / MI | 9 | 9 | 0.11% | 0.13% | 0.20% | Q2 2019 | Q2 2021 | 9 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 9 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Accel Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Perella Weinberg Partners Capital Management LP | 4 | 1 | 0.09% | 0.22% | 0.43% | Q2 2013 | Q1 2019 | 9 |
DEERE & CO | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 9 |
NEW ENGLAND ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Carmichael Hill & Associates, Inc. | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Saba Capital Management, L.P. | 3 | 2 | 0.02% | 0.29% | 1.10% | Q2 2013 | Q4 2022 | 9 |
B. Riley Wealth Management, Inc. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 9 |
Gyon Technologies Capital Management, LP | 5 | 4 | 0.02% | 0.41% | 1.38% | Q3 2020 | Q4 2022 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q2 2020 | 9 |
MJP ASSOCIATES INC /ADV | 7 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 9 |
Fosun International Ltd | 5 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q1 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 9 | 9 | 0.08% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Sageworth Trust Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Zeno Research, LLC | 8 | 1 | 2.75% | 8.71% | 13.62% | Q4 2020 | Q2 2023 | 9 |
Meadow Creek Investment Management LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 8 | 1 | 0.00% | 0.96% | 1.46% | Q1 2021 | Q3 2023 | 9 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 9 | 9 | 0.12% | 0.28% | 0.44% | Q1 2021 | Q1 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Bremer Bank National Association | 8 | 1 | 0.01% | 0.65% | 0.94% | Q1 2019 | Q3 2023 | 9 |
Americana Partners, LLC | 9 | 9 | 0.13% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.10% | 0.31% | Q1 2018 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
CHEMICAL BANK | 9 | 9 | 0.02% | 0.10% | 0.21% | Q2 2017 | Q2 2019 | 9 |
KIZE CAPITAL LP | 9 | 9 | 7.42% | 9.20% | 11.99% | Q3 2021 | Q3 2023 | 9 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q3 2018 | 9 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 3 | 0.04% | 2.64% | 6.09% | Q3 2013 | Q2 2021 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.16% | 1.19% | 2.31% | Q4 2019 | Q4 2021 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
WESPAC Advisors SoCal, LLC | 9 | 9 | 1.66% | 2.55% | 3.44% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 5 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Gerber Kawasaki Wealth & Investment Management | 8 | 1 | 0.00% | 1.42% | 2.39% | Q4 2015 | Q3 2021 | 9 |
AJO, LP | 4 | 1 | 0.00% | 0.13% | 0.50% | Q2 2017 | Q1 2020 | 9 |
One Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.09% | 0.22% | Q4 2017 | Q4 2022 | 9 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 9 |
Invictus RG | 3 | 1 | 0.00% | 2.33% | 16.62% | Q4 2015 | Q4 2020 | 9 |
FORA Capital, LLC | 3 | 2 | 0.11% | 0.52% | 0.84% | Q4 2019 | Q1 2023 | 9 |
Teza Capital Management LLC | 5 | 1 | 0.07% | 0.29% | 0.87% | Q1 2017 | Q4 2022 | 9 |
Ferris Capital, LLC | 8 | 1 | 0.03% | 0.18% | 0.24% | Q2 2017 | Q3 2019 | 9 |
BOK Financial Private Wealth, Inc. | 9 | 9 | 0.11% | 0.20% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Oakworth Capital, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TOBAM | 5 | 4 | 0.14% | 1.35% | 3.48% | Q2 2013 | Q2 2016 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.22% | 0.45% | 0.57% | Q4 2018 | Q1 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q2 2022 | 9 |
Signet Investment Advisory Group, Inc. | 7 | 2 | 0.26% | 1.01% | 1.32% | Q3 2019 | Q2 2022 | 9 |
Heartland Bank & Trust Co | 5 | 4 | 0.24% | 0.64% | 1.40% | Q4 2020 | Q3 2023 | 9 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 9 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Ascent Group, LLC | 8 | 8 | 0.24% | 0.46% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Retirement Solution Inc. | 8 | 8 | 0.18% | 0.24% | 0.31% | Q4 2020 | Q3 2022 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 8 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 7 | 7 | 0.01% | 0.34% | 2.63% | Q1 2018 | Q3 2019 | 8 |
Callan Capital, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.24% | 0.39% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.72% | 0.97% | 1.10% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2019 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Crestline Management, LP | 4 | 1 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q1 2021 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.28% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.25% | 0.76% | Q2 2013 | Q4 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFG Advisors, LP | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Absolute Return Capital, LLC | 7 | 1 | 0.00% | 0.16% | 0.45% | Q2 2013 | Q3 2015 | 8 |
CenterBook Partners LP | 8 | 8 | 0.30% | 0.61% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Barrett Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 8 |
WEST PACES ADVISORS INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
Game Creek Capital, LP | 7 | 7 | 0.78% | 3.25% | 4.99% | Q1 2022 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE ASIA Ltd | 6 | 1 | 0.02% | 1.09% | 2.60% | Q1 2017 | Q2 2021 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.51% | 0.66% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
GAM SYSTEMATIC LLP | 5 | 3 | 0.02% | 0.18% | 0.34% | Q3 2015 | Q3 2017 | 8 |
Waldron Private Wealth LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Karamaan Group, LLC | 8 | 8 | 3.86% | 6.58% | 11.16% | Q4 2013 | Q3 2015 | 8 |
H2O AM LLP | 8 | 8 | 0.60% | 2.66% | 5.14% | Q4 2018 | Q3 2020 | 8 |
Kepos Capital LP | 2 | 1 | 0.19% | 1.19% | 2.54% | Q3 2018 | Q3 2023 | 8 |
Voyager Global Management LP | 8 | 8 | 1.73% | 8.24% | 12.12% | Q4 2021 | Q3 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 3 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q4 2022 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SRS Investment Management, LLC | 7 | 1 | 0.18% | 3.04% | 6.36% | Q1 2016 | Q1 2022 | 8 |
MBA Advisors LLC | 8 | 8 | 0.17% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
361 CAPITAL LLC | 6 | 2 | 0.08% | 0.80% | 1.68% | Q4 2016 | Q2 2019 | 8 |
GRATRY & Co LLC | 8 | 8 | 0.35% | 0.57% | 1.00% | Q3 2015 | Q2 2017 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.30% | 1.37% | Q4 2019 | Q3 2023 | 8 |
LANSDOWNE PARTNERS (UK) LLP | 5 | 3 | 0.20% | 0.75% | 1.09% | Q2 2015 | Q2 2021 | 8 |
Granite Investment Advisors, LLC | 5 | 3 | 0.29% | 0.36% | 0.40% | Q2 2019 | Q3 2021 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.19% | 2.36% | 6.62% | Q2 2020 | Q1 2023 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.05% | 0.12% | 0.20% | Q1 2020 | Q2 2022 | 8 |
One River Asset Management, LLC | 3 | 3 | 0.02% | 0.22% | 0.56% | Q1 2023 | Q3 2023 | 8 |
BARDIN HILL MANAGEMENT PARTNERS LP | 4 | 1 | 0.48% | 2.53% | 5.00% | Q2 2014 | Q2 2020 | 8 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 8 |
TriaGen Wealth Management LLC | 4 | 4 | 0.21% | 0.66% | 1.81% | Q4 2020 | Q2 2023 | 8 |
Assured Investment Management LLC | 6 | 1 | 0.01% | 0.08% | 0.16% | Q2 2015 | Q1 2019 | 8 |
Argent Trust Co | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Cerro Pacific Wealth Advisors LLC | 8 | 8 | 0.15% | 0.43% | 0.57% | Q2 2021 | Q1 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.03% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.05% | 0.18% | Q3 2020 | Q2 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q1 2021 | 8 |
TREMBLANT CAPITAL GROUP | 8 | 8 | 3.49% | 5.40% | 7.27% | Q2 2021 | Q1 2023 | 8 |
Equitable Holdings, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q4 2019 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.35% | 0.75% | 1.16% | Q4 2019 | Q3 2021 | 8 |
Empyrean Capital Partners, LP | 2 | 1 | 0.71% | 1.41% | 2.30% | Q2 2013 | Q3 2019 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.99% | 1.28% | 1.57% | Q1 2018 | Q4 2019 | 8 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.01% | 0.72% | 2.41% | Q3 2014 | Q4 2022 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.05% | 0.63% | 1.25% | Q2 2016 | Q1 2018 | 8 |
SeaBridge Investment Advisors LLC | 8 | 8 | 0.47% | 1.01% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Skylands Capital, LLC | 8 | 8 | 0.52% | 1.63% | 2.46% | Q4 2021 | Q3 2023 | 8 |
GLG Partners LP | 4 | 1 | 0.03% | 0.10% | 0.18% | Q1 2014 | Q4 2017 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GRAND JEAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.18% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.12% | 0.22% | 0.41% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.01% | 0.19% | 0.45% | Q1 2019 | Q3 2023 | 8 |
Value Partners Investments Inc. | 8 | 8 | 0.08% | 0.24% | 0.31% | Q1 2020 | Q4 2021 | 8 |
Knights of Columbus Asset Advisors LLC | 3 | 2 | 0.02% | 0.15% | 0.31% | Q4 2019 | Q3 2023 | 8 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.05% | 1.35% | 2.99% | Q3 2020 | Q1 2023 | 8 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.23% | 1.00% | 3.35% | Q1 2014 | Q1 2018 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 2 | 0.17% | 0.33% | 0.55% | Q2 2014 | Q4 2020 | 8 |
Neuburgh Advisers LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.24% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Elkfork Partners LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 8 |
YorkBridge Wealth Partners, LLC | 5 | 3 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q4 2022 | 8 |
Glen Harbor Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 8 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 6 | 2 | 0.04% | 0.07% | 0.14% | Q2 2015 | Q1 2018 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.56% | 0.96% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Hampstead Capital LLP | 8 | 8 | 3.57% | 4.09% | 4.68% | Q4 2016 | Q3 2018 | 8 |
Quantinno Capital Management LP | 7 | 1 | 0.05% | 0.15% | 0.36% | Q4 2018 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.04% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Pennant Investors, LP | 8 | 8 | 4.83% | 6.19% | 7.20% | Q3 2019 | Q2 2021 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BWCP, LP | 8 | 8 | 3.41% | 6.56% | 11.30% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 2 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.33% | 0.65% | 0.88% | Q4 2021 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.25% | 1.24% | Q2 2018 | Q4 2021 | 8 |
Tarsadia Capital, LLC | 4 | 1 | 0.74% | 4.87% | 10.46% | Q4 2019 | Q1 2021 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arnhold LLC | 8 | 8 | 0.54% | 0.79% | 1.07% | Q2 2018 | Q1 2020 | 8 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.11% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.24% | 1.52% | 2.50% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.23% | 0.85% | Q4 2021 | Q3 2023 | 8 |
REDWOOD CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.10% | 0.15% | 0.26% | Q2 2018 | Q4 2019 | 7 |
COASTLAND CAPITAL LLC | 7 | 7 | 0.33% | 0.57% | 0.91% | Q4 2013 | Q2 2015 | 7 |
SouthState Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q4 2022 | 7 |
Glenview Trust Co | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 7 |
CMH Wealth Management LLC | 7 | 7 | 0.79% | 1.03% | 1.16% | Q4 2016 | Q2 2018 | 7 |
Aaron Wealth Advisors LLC | 6 | 1 | 0.03% | 0.08% | 0.11% | Q4 2020 | Q1 2023 | 7 |
DOWLING & YAHNKE LLC | 7 | 7 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Wolf Group Capital Advisors | 7 | 7 | 0.50% | 0.58% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 6 | 1 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Odey Holdings AG | 7 | 7 | 3.33% | 4.69% | 6.58% | Q3 2019 | Q1 2021 | 7 |
Black Creek Investment Management Inc. | 7 | 7 | 0.78% | 0.92% | 1.08% | Q1 2022 | Q3 2023 | 7 |
Tenere Capital LLC | 7 | 7 | 4.29% | 4.93% | 5.58% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 6 | 1 | 0.00% | 0.06% | 0.14% | Q2 2017 | Q3 2021 | 7 |
Boussard & Gavaudan Investment Management LLP | 4 | 1 | 0.35% | 3.09% | 11.22% | Q1 2015 | Q1 2023 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.08% | 0.28% | 0.78% | Q1 2019 | Q1 2023 | 7 |
Horizon Family Wealth, Inc. | 7 | 7 | 0.25% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 7 |
Anchorage Capital Group, L.L.C. | 5 | 2 | 0.42% | 2.56% | 5.59% | Q4 2016 | Q3 2018 | 7 |
Grosvenor Holdings, L.L.C. | 7 | 7 | 2.44% | 3.85% | 6.58% | Q3 2020 | Q1 2022 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.09% | Q2 2015 | Q4 2016 | 7 |
JNBA Financial Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 0.07% | 0.35% | 0.75% | Q1 2022 | Q3 2023 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 7 |
ADIRONDACK TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 7 |
Blume Capital Management, Inc. | 7 | 7 | 0.19% | 1.67% | 3.12% | Q1 2021 | Q3 2022 | 7 |
BANK OF THE WEST | 7 | 7 | 0.12% | 0.21% | 0.32% | Q1 2020 | Q3 2021 | 7 |
BBVA USA Bancshares, Inc. | 3 | 2 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q1 2021 | 7 |
Aft, Forsyth & Sober, LLC | 5 | 1 | 0.08% | 0.36% | 0.45% | Q4 2019 | Q4 2021 | 7 |
Redmond Asset Management, LLC | 7 | 7 | 0.58% | 0.70% | 0.78% | Q1 2022 | Q3 2023 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 2 | 0.04% | 0.38% | 0.66% | Q3 2019 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Stony Point Capital LLC | 6 | 1 | 1.72% | 2.44% | 2.94% | Q1 2021 | Q2 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.25% | 0.38% | Q2 2016 | Q1 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 2 | 0.06% | 0.10% | 0.24% | Q2 2017 | Q3 2023 | 7 |
Interchange Capital Partners, LLC | 3 | 1 | 0.03% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 7 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 6 | 6 | 1.26% | 4.31% | 10.24% | Q4 2016 | Q1 2018 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 7 | 7 | 1.18% | 1.41% | 1.63% | Q3 2020 | Q1 2022 | 7 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2023 | 7 |
JET CAPITAL INVESTORS L P | 6 | 6 | 1.47% | 5.96% | 13.07% | Q2 2018 | Q3 2019 | 7 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.34% | 1.09% | Q4 2018 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Perkins Coie Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.27% | 0.68% | 1.06% | Q1 2019 | Q2 2023 | 7 |
D1 Capital Partners L.P. | 7 | 7 | 2.25% | 3.61% | 5.04% | Q1 2021 | Q3 2022 | 7 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.01% | 0.38% | 1.02% | Q1 2022 | Q3 2023 | 7 |
BW Gestao de Investimentos Ltda. | 7 | 7 | 2.68% | 4.10% | 6.42% | Q1 2022 | Q3 2023 | 7 |
Atom Investors LP | 3 | 1 | 0.03% | 0.51% | 1.55% | Q2 2019 | Q3 2023 | 7 |
EverPoint Asset Management, LLC | 4 | 1 | 0.01% | 0.43% | 1.19% | Q2 2014 | Q4 2016 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 7 |
PECONIC PARTNERS LLC | 3 | 3 | 0.02% | 0.20% | 0.30% | Q2 2017 | Q4 2017 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.01% | 0.11% | 0.28% | Q4 2021 | Q3 2023 | 7 |
WATER ISLAND CAPITAL LLC | 5 | 1 | 0.01% | 0.26% | 0.54% | Q2 2014 | Q3 2017 | 7 |
Gyrus Investment Management Inc. | 7 | 7 | 0.23% | 0.36% | 0.50% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2021 | 7 |
Summit Trail Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 7 |
GDS Wealth Management | 7 | 7 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
NatWest Group plc | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2015 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.48% | 0.60% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Semmax Financial Advisors Inc. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 7 |
Governors Lane LP | 3 | 1 | 0.42% | 1.48% | 2.62% | Q2 2019 | Q3 2023 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.11% | 0.29% | Q3 2019 | Q3 2021 | 7 |
MENORA MIVTACHIM HOLDINGS LTD. | 7 | 7 | 0.58% | 1.47% | 2.19% | Q1 2018 | Q3 2019 | 7 |
Riverview Trust Co | 7 | 7 | 0.04% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.14% | 0.82% | 1.24% | Q4 2019 | Q2 2023 | 7 |
Credit Capital Investments LLC | 6 | 1 | 0.33% | 0.87% | 1.37% | Q4 2014 | Q3 2016 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.12% | 0.19% | 0.24% | Q3 2019 | Q1 2021 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.00% | 0.15% | 0.30% | Q2 2017 | Q1 2022 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.13% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Jabre Capital Partners S.A. | 4 | 1 | 0.04% | 1.11% | 2.55% | Q2 2013 | Q3 2017 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
GW&K Investment Management, LLC | 7 | 7 | 0.00% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Violich Capital Management, Inc. | 7 | 7 | 0.17% | 0.22% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Lancaster Investment Management | 7 | 7 | 0.42% | 15.64% | 57.97% | Q1 2021 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CNA FINANCIAL CORP | 5 | 2 | 0.32% | 0.49% | 0.62% | Q4 2017 | Q4 2019 | 7 |
Highview Capital Management LLC/DE/ | 7 | 7 | 0.81% | 1.15% | 1.33% | Q1 2022 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.50% | 1.93% | 5.26% | Q4 2016 | Q4 2022 | 7 |
CHURCHILL MANAGEMENT Corp | 4 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2019 | 7 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 7 | 7 | 0.60% | 0.98% | 1.37% | Q4 2013 | Q2 2015 | 7 |
SUN LIFE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Lazard Freres Gestion S.A.S. | 7 | 7 | 0.75% | 1.07% | 1.22% | Q1 2022 | Q3 2023 | 7 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 5 | 2 | 1.00% | 1.85% | 3.03% | Q3 2020 | Q2 2022 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Altium Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
BANK OF HAWAII | 6 | 6 | 0.01% | 0.14% | 0.27% | Q3 2020 | Q4 2021 | 6 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.04% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q4 2023 | 6 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2017 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
ACCOUNT MANAGEMENT LLC | 5 | 1 | 1.70% | 3.91% | 5.21% | Q4 2013 | Q3 2023 | 6 |
Theleme Partners LLP | 6 | 6 | 2.19% | 6.83% | 9.20% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
KCL Capital, L.P. | 4 | 1 | 0.09% | 1.84% | 4.20% | Q1 2019 | Q3 2021 | 6 |
Bedell Frazier Investment Counselling, LLC | 6 | 6 | 1.92% | 2.11% | 2.28% | Q2 2022 | Q3 2023 | 6 |
CrestPoint Capital Management, LLC | 6 | 6 | 0.10% | 0.14% | 0.18% | Q3 2016 | Q4 2017 | 6 |
HBK Sorce Advisory LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
MARSICO CAPITAL MANAGEMENT LLC | 6 | 6 | 1.68% | 3.02% | 4.35% | Q1 2022 | Q2 2023 | 6 |
Steamboat Capital Partners, LLC | 6 | 6 | 1.85% | 3.37% | 5.13% | Q2 2022 | Q3 2023 | 6 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 6 |
Napier Park Global Capital (US) LP | 2 | 1 | 0.49% | 2.43% | 10.68% | Q4 2013 | Q2 2019 | 6 |
FT Options LLC | 3 | 1 | 0.01% | 0.11% | 0.37% | Q3 2016 | Q3 2017 | 6 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 6 | 0.49% | 0.70% | 0.88% | Q2 2021 | Q3 2022 | 6 |
Empowered Funds, LLC | 4 | 2 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 6 |
Fullerton Fund Management Co Ltd. | 6 | 6 | 0.10% | 2.02% | 3.91% | Q2 2022 | Q3 2023 | 6 |
Caerus Investment Advisors, LLC | 6 | 6 | 0.22% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
TrinityPoint Wealth, LLC | 6 | 6 | 0.30% | 0.34% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Accurate Wealth Management, LLC | 4 | 2 | 0.05% | 0.24% | 0.52% | Q1 2022 | Q3 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.03% | 0.95% | 1.53% | Q1 2017 | Q2 2018 | 6 |
MATHER GROUP, LLC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.07% | 0.67% | 2.09% | Q1 2020 | Q2 2023 | 6 |
Legg Mason Asset Management (Japan) Co., Ltd. | 6 | 6 | 0.59% | 1.12% | 1.38% | Q4 2018 | Q1 2020 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.07% | 0.77% | 1.14% | Q3 2020 | Q4 2021 | 6 |
First National Bank of Hutchinson | 3 | 3 | 0.09% | 0.32% | 0.47% | Q4 2020 | Q1 2023 | 6 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 6 |
Douglass Winthrop Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Ziegler Capital Management, LLC | 5 | 1 | 0.04% | 0.22% | 0.29% | Q3 2013 | Q2 2021 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Signition LP | 5 | 1 | 1.11% | 1.36% | 1.65% | Q2 2018 | Q4 2019 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.18% | 0.37% | 0.97% | Q3 2020 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 6 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 6 |
BLUESTEIN R H & CO LLC | 4 | 2 | 0.01% | 0.23% | 0.80% | Q2 2015 | Q2 2017 | 6 |
OAK RIDGE INVESTMENTS LLC | 6 | 6 | 0.68% | 0.86% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 6 |
Archer Investment Corp | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.49% | 0.66% | 0.86% | Q2 2021 | Q3 2022 | 6 |
WEIK CAPITAL MANAGEMENT | 6 | 6 | 0.17% | 0.29% | 0.36% | Q1 2018 | Q2 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisors, LLC | 6 | 6 | 0.44% | 0.57% | 0.70% | Q2 2022 | Q3 2023 | 6 |
ALGERT GLOBAL LLC | 4 | 1 | 0.06% | 0.13% | 0.38% | Q1 2020 | Q4 2022 | 6 |
DELTEC ASSET MANAGEMENT LLC | 6 | 6 | 0.09% | 1.08% | 1.62% | Q2 2020 | Q3 2021 | 6 |
SUFFOLK CAPITAL MANAGEMENT LLC | 6 | 6 | 0.93% | 1.59% | 1.95% | Q3 2016 | Q4 2017 | 6 |
Joseph P. Lucia & Associates, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 6 |
Optas, LLC | 6 | 6 | 0.19% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
KING STREET CAPITAL MANAGEMENT, L.P. | 5 | 1 | 1.82% | 7.15% | 10.47% | Q2 2020 | Q4 2021 | 6 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.34% | 0.59% | Q1 2018 | Q2 2019 | 6 |
Honeycomb Asset Management LP | 3 | 1 | 0.87% | 1.71% | 2.68% | Q4 2016 | Q3 2022 | 6 |
Blue Pool Management Ltd. | 4 | 2 | 0.86% | 2.18% | 3.91% | Q4 2017 | Q1 2021 | 6 |
Skye Global Management LP | 3 | 1 | 0.12% | 1.73% | 4.87% | Q1 2020 | Q4 2021 | 6 |
Egerton Capital (UK) LLP | 6 | 6 | 0.77% | 4.11% | 5.67% | Q2 2020 | Q3 2021 | 6 |
TCS CAPITAL MANAGEMENT LLC | 2 | 1 | 1.26% | 2.42% | 3.23% | Q4 2013 | Q1 2017 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.16% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 6 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
Pinnacle Family Advisors, LLC | 6 | 6 | 0.12% | 0.16% | 0.20% | Q2 2020 | Q3 2021 | 6 |
AXS Investments LLC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
FIDUCIARY SERVICES CORP/GA | 6 | 6 | 0.09% | 0.17% | 0.22% | Q4 2013 | Q1 2015 | 6 |
S.A. Mason LLC | 6 | 6 | 0.16% | 0.17% | 0.22% | Q1 2022 | Q2 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 1 | 0.04% | 0.11% | 0.19% | Q2 2014 | Q2 2018 | 6 |
WESTWOOD MANAGEMENT CORP /IL/ | 4 | 2 | 0.02% | 1.66% | 3.55% | Q3 2020 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.44% | 0.90% | Q4 2014 | Q2 2018 | 6 |
Strategic Wealth Partners, Ltd. | 4 | 2 | 0.00% | 0.15% | 0.26% | Q4 2018 | Q1 2023 | 6 |
First Bank & Trust | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2017 | 6 |
Baader Bank Aktiengesellschaft | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 5 | 1 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q1 2023 | 6 |
Mount Capital Ltd | 6 | 6 | 0.77% | 0.85% | 0.99% | Q4 2021 | Q1 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 6 |
Wealth Alliance | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.13% | 0.21% | Q4 2014 | Q3 2019 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Nine Chapters Capital Management LLC | 4 | 2 | 0.03% | 0.12% | 0.27% | Q3 2013 | Q2 2015 | 6 |
THOMAS WHITE INTERNATIONAL LTD | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2015 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.28% | 0.40% | 0.74% | Q4 2016 | Q1 2018 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.20% | 0.32% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYCOMORE ASSET MANAGEMENT | 6 | 6 | 1.16% | 3.01% | 4.56% | Q2 2022 | Q3 2023 | 6 |
Camelot Portfolios, LLC | 5 | 1 | 0.17% | 0.42% | 0.61% | Q4 2019 | Q2 2021 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
GREAT LAKES ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.18% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 6 |
Compton Wealth Advisory Group, LLC | 6 | 6 | 0.40% | 0.60% | 0.65% | Q2 2022 | Q3 2023 | 6 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.14% | 0.26% | Q3 2013 | Q3 2023 | 6 |
MILLER WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.08% | 0.44% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.20% | 0.23% | 0.27% | Q3 2022 | Q4 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.34% | 0.51% | Q2 2020 | Q1 2023 | 6 |
AlphaOne Investment Services, LLC | 3 | 1 | 0.43% | 1.12% | 2.33% | Q2 2013 | Q2 2017 | 6 |
GCM Grosvenor Holdings, LLC | 6 | 6 | 5.76% | 9.02% | 12.40% | Q2 2022 | Q3 2023 | 6 |
Regent Investment Management LLC | 6 | 6 | 0.08% | 0.14% | 0.17% | Q3 2021 | Q4 2022 | 6 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 6 | 6 | 1.50% | 2.33% | 3.66% | Q2 2022 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 3 | 1 | 0.18% | 1.02% | 1.42% | Q1 2019 | Q3 2023 | 6 |
Humankind Investments LLC | 2 | 2 | 0.08% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Senator Investment Group LP | 6 | 6 | 1.97% | 2.54% | 3.63% | Q2 2020 | Q3 2021 | 6 |
BFSG, LLC | 4 | 2 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q2 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.04% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.10% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
DENDUR CAPITAL LP | 5 | 5 | 5.91% | 8.89% | 11.14% | Q2 2020 | Q2 2021 | 6 |
Consulta Ltd | 6 | 6 | 4.58% | 5.90% | 7.02% | Q1 2021 | Q2 2022 | 6 |
PEAK FINANCIAL ADVISORS LLC | 4 | 2 | 1.06% | 1.94% | 3.28% | Q1 2021 | Q4 2022 | 6 |
Barber Financial Group, Inc. | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2023 | 6 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.31% | 0.54% | Q2 2014 | Q3 2015 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.10% | 0.27% | Q1 2021 | Q2 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 1.19% | 1.26% | 1.35% | Q2 2022 | Q3 2023 | 6 |
JAT CAPITAL MANAGEMENT, L.P. | 6 | 6 | 1.58% | 2.35% | 2.99% | Q2 2013 | Q3 2014 | 6 |
Brookstone Capital Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
YG PARTNERS, LLC | 6 | 6 | 1.20% | 2.92% | 5.80% | Q4 2015 | Q1 2017 | 6 |
CALDWELL & ORKIN INC | 4 | 1 | 0.33% | 1.07% | 1.81% | Q4 2013 | Q2 2017 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.11% | 0.64% | 1.24% | Q1 2019 | Q1 2023 | 5 |
FourThought Financial, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
First Eagle Investment Management, LLC | 3 | 1 | 0.00% | 0.11% | 0.22% | Q1 2016 | Q1 2018 | 5 |
SeaTown Holdings Pte. Ltd. | 5 | 5 | 1.10% | 3.54% | 8.28% | Q3 2018 | Q3 2019 | 5 |
Stux Capital Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Bronson Point Management LLC | 5 | 5 | 1.40% | 2.39% | 3.79% | Q1 2014 | Q1 2015 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q3 2017 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tyrian Investments, L.P. | 5 | 5 | 1.16% | 4.03% | 7.38% | Q3 2015 | Q3 2016 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cunning Capital Partners, LP | 3 | 2 | 0.94% | 4.09% | 6.56% | Q1 2021 | Q3 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
AlphaMark Advisors, LLC | 4 | 1 | 0.00% | 0.19% | 0.92% | Q3 2014 | Q4 2017 | 5 |
Nevsky Capital LLP | 5 | 5 | 1.80% | 3.88% | 7.73% | Q4 2014 | Q4 2015 | 5 |
CYPRESS FUNDS LLC | 5 | 5 | 0.72% | 3.86% | 4.86% | Q2 2020 | Q2 2021 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.15% | 0.29% | 0.49% | Q4 2020 | Q4 2021 | 5 |
Soroban Capital Partners LP | 3 | 3 | 1.10% | 2.08% | 3.17% | Q2 2016 | Q4 2016 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 2 | 0.04% | 0.11% | 0.21% | Q2 2017 | Q1 2019 | 5 |
EMS Capital LP | 5 | 5 | 2.15% | 2.57% | 2.92% | Q4 2016 | Q4 2017 | 5 |
BSW Wealth Partners | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
HARBERT FUND ADVISORS, INC. | 5 | 5 | 0.86% | 1.20% | 1.63% | Q2 2022 | Q2 2023 | 5 |
Kerrisdale Advisers, LLC | 3 | 2 | 0.63% | 0.92% | 1.21% | Q2 2022 | Q3 2023 | 5 |
Antipodean Advisors LLC | 5 | 5 | 2.33% | 5.04% | 7.64% | Q1 2016 | Q1 2017 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Crake Asset Management LLP | 4 | 1 | 3.54% | 10.13% | 13.28% | Q2 2020 | Q2 2023 | 5 |
Bridgefront Capital, LLC | 3 | 1 | 0.16% | 0.26% | 0.36% | Q2 2021 | Q1 2023 | 5 |
Rampart Investment Management Company, LLC | 5 | 5 | 0.10% | 0.43% | 0.94% | Q3 2019 | Q3 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Graticule Asia Macro Advisors LLC | 5 | 5 | 0.04% | 2.00% | 3.61% | Q4 2016 | Q4 2017 | 5 |
CQS Cayman LP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q2 2018 | 5 |
III Capital Management | 2 | 1 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q2 2023 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 5 |
Bangor Savings Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Cyrus J. Lawrence, LLC | 5 | 5 | 1.06% | 2.06% | 2.78% | Q3 2022 | Q3 2023 | 5 |
ALPINE ASSOCIATES MANAGEMENT INC. | 3 | 1 | 0.09% | 0.22% | 0.70% | Q2 2015 | Q1 2019 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.11% | 0.68% | 0.90% | Q3 2022 | Q3 2023 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.46% | 0.86% | Q2 2017 | Q3 2023 | 5 |
Disciplined Equity Management, Inc. | 5 | 5 | 0.56% | 0.61% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.06% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
CHICAGO TRUST Co NA | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
MIZUHO MARKETS AMERICAS LLC | 4 | 4 | 0.68% | 5.54% | 8.60% | Q4 2022 | Q3 2023 | 5 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.18% | 1.80% | 2.80% | Q4 2014 | Q3 2015 | 5 |
Wildcat Capital Management, LLC | 5 | 5 | 1.38% | 2.58% | 3.60% | Q2 2020 | Q2 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.04% | 0.15% | 0.28% | Q2 2020 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Parametrica Management Ltd | 2 | 1 | 0.23% | 0.53% | 1.37% | Q3 2015 | Q2 2020 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.10% | 0.17% | Q4 2013 | Q3 2017 | 5 |
OSTRUM ASSET MANAGEMENT | 3 | 2 | 0.32% | 0.44% | 0.56% | Q4 2018 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 5 | 5 | 0.19% | 0.28% | 0.33% | Q4 2020 | Q4 2021 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Enlightenment Research, LLC | 3 | 1 | 0.01% | 0.76% | 1.45% | Q4 2018 | Q4 2021 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Edgestream Partners, L.P. | 5 | 5 | 0.26% | 0.46% | 0.69% | Q4 2020 | Q4 2021 | 5 |
Concourse Capital Management, LLC | 5 | 5 | 0.89% | 1.00% | 1.23% | Q4 2013 | Q4 2014 | 5 |
Lee Capital Holdings LLC | 4 | 1 | 0.30% | 0.37% | 0.44% | Q3 2020 | Q1 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.27% | 0.35% | 0.52% | Q4 2020 | Q3 2022 | 5 |
Main Street Research LLC | 5 | 5 | 2.34% | 4.06% | 5.32% | Q3 2022 | Q3 2023 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.22% | 0.24% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 4 | 1 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.24% | 0.47% | Q3 2021 | Q2 2023 | 5 |
New England Research & Management, Inc. | 5 | 5 | 0.19% | 0.36% | 0.57% | Q4 2018 | Q4 2019 | 5 |
NF Trinity Capital (Hong Kong) Ltd | 5 | 5 | 0.42% | 0.73% | 1.17% | Q2 2017 | Q2 2018 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 4.35% | 4.84% | 5.18% | Q3 2022 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 4 | 1 | 0.07% | 0.22% | 0.45% | Q4 2021 | Q2 2023 | 5 |
Stone Ridge Asset Management LLC | 3 | 2 | 0.03% | 0.23% | 0.52% | Q4 2014 | Q2 2019 | 5 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.24% | 0.69% | 1.19% | Q4 2016 | Q3 2018 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HHR Asset Management, LLC | 5 | 5 | 1.21% | 1.35% | 1.46% | Q1 2021 | Q1 2022 | 5 |
Valley Brook Capital Group, Inc. | 5 | 5 | 0.19% | 0.29% | 0.44% | Q1 2021 | Q1 2022 | 5 |
Aryeh Capital Management Ltd. | 5 | 5 | 5.56% | 8.49% | 11.90% | Q1 2022 | Q1 2023 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Price Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Redhawk Wealth Advisors, Inc. | 3 | 2 | 0.06% | 0.10% | 0.18% | Q1 2021 | Q1 2023 | 5 |
Activest Wealth Management | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 5 |
ThornTree Capital Partners LP | 4 | 1 | 5.72% | 8.16% | 11.45% | Q4 2016 | Q2 2019 | 5 |
Merriman Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Chiron Investment Management, LLC | 3 | 2 | 2.55% | 3.11% | 4.46% | Q2 2020 | Q4 2022 | 5 |
Portman Square Capital LLP | 4 | 4 | 0.02% | 0.07% | 0.23% | Q4 2022 | Q3 2023 | 5 |
Index Management Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2015 | 5 |
Taal Capital Management LP | 5 | 5 | 5.98% | 6.39% | 7.06% | Q2 2020 | Q2 2021 | 5 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
DE BURLO GROUP INC | 5 | 5 | 0.81% | 1.64% | 2.76% | Q3 2016 | Q3 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.14% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Symmetry Investments LP | 3 | 1 | 0.05% | 0.49% | 1.00% | Q3 2021 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Lee Capital Management LP | 5 | 5 | 0.54% | 0.99% | 1.47% | Q1 2017 | Q1 2018 | 5 |
LOEWS CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
RIT CAPITAL PARTNERS PLC | 5 | 5 | 10.99% | 12.63% | 14.13% | Q3 2020 | Q3 2021 | 5 |
Point Break Capital Management, LLC | 2 | 1 | 0.90% | 3.31% | 8.23% | Q2 2020 | Q2 2023 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Redwood Investments, LLC | 4 | 1 | 0.72% | 0.98% | 1.23% | Q4 2015 | Q1 2018 | 5 |
TIGER CONSUMER MANAGEMENT, LP | 5 | 5 | 3.61% | 4.18% | 4.54% | Q4 2013 | Q4 2014 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 1 | 0.00% | 0.48% | 1.08% | Q1 2014 | Q4 2017 | 5 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 1 | 0.06% | 0.17% | 0.30% | Q2 2015 | Q1 2017 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.04% | 0.11% | 0.14% | Q4 2021 | Q4 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NEVILLE RODIE & SHAW INC | 5 | 5 | 0.02% | 0.19% | 0.32% | Q4 2022 | Q4 2023 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
LAKE STREET FINANCIAL LLC | 5 | 5 | 0.08% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Lenox Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
AlphaQ Advisors LLC | 4 | 4 | 1.11% | 1.22% | 1.34% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 1.09% | 1.56% | 1.80% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.06% | 0.18% | Q2 2017 | Q2 2018 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
CenturyLink Investment Management Co | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Lone Pine Capital | 3 | 1 | 1.08% | 1.67% | 2.20% | Q1 2017 | Q1 2018 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.42% | 1.26% | 2.38% | Q1 2018 | Q1 2023 | 4 |
Jupiter Investment Management Ltd | 2 | 1 | 0.03% | 0.25% | 0.60% | Q2 2014 | Q1 2020 | 4 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2014 | 4 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.04% | 0.63% | 1.38% | Q1 2014 | Q3 2019 | 4 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q2 2018 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2021 | 4 |
KCM INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 1 | 0.02% | 0.13% | 0.42% | Q2 2021 | Q3 2023 | 4 |
CLINTON GROUP INC | 2 | 1 | 0.06% | 0.16% | 0.35% | Q4 2013 | Q3 2017 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.01% | 0.40% | 0.61% | Q2 2021 | Q2 2023 | 4 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.74% | 0.82% | 0.91% | Q4 2022 | Q3 2023 | 4 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 4 | 4 | 0.21% | 0.24% | 0.28% | Q2 2016 | Q1 2017 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.17% | 0.25% | 0.38% | Q2 2019 | Q1 2020 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 4 |
HAVENS ADVISORS LLC | 3 | 1 | 0.54% | 0.99% | 1.37% | Q2 2013 | Q3 2014 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.03% | 0.13% | 0.37% | Q3 2018 | Q2 2023 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.36% | 0.44% | 0.50% | Q3 2017 | Q2 2018 | 4 |
Bowling Portfolio Management LLC | 2 | 1 | 0.26% | 0.31% | 0.36% | Q2 2017 | Q3 2022 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 4 | 4 | 0.45% | 0.92% | 1.84% | Q4 2016 | Q3 2017 | 4 |
MAKENA CAPITAL MANAGEMENT LLC | 2 | 1 | 1.60% | 1.90% | 2.27% | Q4 2020 | Q4 2022 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
BlueCrest Capital Management LLP | 3 | 3 | 0.03% | 0.22% | 0.73% | Q4 2013 | Q2 2014 | 4 |
Fortress Investment Group LLC | 3 | 1 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q4 2014 | 4 |
Park West Asset Management LLC | 2 | 1 | 1.24% | 1.43% | 1.75% | Q2 2015 | Q4 2020 | 4 |
Whale Rock Capital Management | 4 | 4 | 2.57% | 3.17% | 4.39% | Q2 2022 | Q1 2023 | 4 |
Cheyne Capital Management (UK) LLP | 2 | 1 | 0.14% | 1.46% | 3.18% | Q3 2014 | Q2 2015 | 4 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CADIAN CAPITAL MANAGEMENT, LP | 4 | 4 | 1.50% | 2.26% | 2.78% | Q4 2016 | Q3 2017 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.09% | 0.39% | 0.73% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q2 2023 | Q3 2023 | 4 |
Manikay Partners, LLC | 4 | 4 | 0.79% | 2.90% | 5.65% | Q4 2018 | Q3 2019 | 4 |
Realm Partners LLC | 4 | 4 | 1.08% | 5.29% | 9.13% | Q3 2013 | Q2 2014 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q3 2015 | Q2 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
GLADE BROOK CAPITAL PARTNERS LLC | 4 | 4 | 1.36% | 2.76% | 3.91% | Q2 2013 | Q1 2014 | 4 |
Ground Swell Capital, LLC | 2 | 1 | 0.95% | 1.70% | 3.26% | Q2 2021 | Q3 2023 | 4 |
Nokota Management, LP | 4 | 4 | 0.39% | 0.74% | 0.98% | Q1 2018 | Q4 2018 | 4 |
Banco BTG Pactual S.A. | 2 | 1 | 0.03% | 0.10% | 0.16% | Q2 2016 | Q2 2023 | 4 |
Cipher Capital LP | 1 | 1 | 0.25% | 0.55% | 1.00% | Q4 2016 | Q3 2023 | 4 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 3.38% | 12.68% | Q1 2017 | Q2 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.04% | 0.12% | 0.15% | Q2 2019 | Q1 2021 | 4 |
Kellner Capital, LLC | 4 | 4 | 0.63% | 0.88% | 1.19% | Q2 2018 | Q1 2019 | 4 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 4 | 4 | 12.30% | 15.22% | 17.49% | Q4 2017 | Q3 2018 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q4 2022 | 4 |
TriOaks Capital Management L.P. | 3 | 1 | 0.37% | 0.91% | 1.53% | Q3 2013 | Q3 2014 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Capital International Investors | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
QUENTEC ASSET MANAGEMENT LLC | 4 | 4 | 0.46% | 1.56% | 2.26% | Q1 2016 | Q4 2016 | 4 |
DSAM Partners (London) Ltd | 3 | 1 | 1.79% | 2.96% | 5.62% | Q4 2018 | Q4 2020 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.34% | 0.37% | 0.39% | Q1 2018 | Q4 2018 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cumberland Partners Ltd | 2 | 1 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.07% | 2.99% | 9.78% | Q3 2014 | Q2 2020 | 4 |
Roystone Capital Management LP | 4 | 4 | 0.58% | 2.67% | 3.86% | Q3 2017 | Q2 2018 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.04% | 0.84% | 1.16% | Q2 2021 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2015 | Q2 2016 | 4 |
Princeton Alpha Management LP | 3 | 1 | 0.13% | 0.23% | 0.36% | Q2 2014 | Q2 2015 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ADI CAPITAL MANAGEMENT LLC | 4 | 4 | 3.91% | 5.69% | 7.89% | Q4 2016 | Q3 2017 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q1 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Hitchwood Capital Management LP | 2 | 1 | 0.45% | 1.45% | 2.63% | Q4 2016 | Q2 2021 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mercer Capital Advisers, Inc. | 4 | 4 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.22% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ailanthus Capital Management, LP | 3 | 1 | 2.72% | 9.36% | 13.45% | Q2 2018 | Q2 2019 | 4 |
Community Bank & Trust, Waco, Texas | 3 | 1 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q2 2023 | 4 |
KG FUNDS MANAGEMENT, LLC | 4 | 4 | 5.03% | 7.24% | 9.42% | Q3 2020 | Q2 2021 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.49% | 0.54% | 0.60% | Q4 2022 | Q3 2023 | 4 |
LA FINANCIERE DE L'ECHIQUIER | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.29% | 0.37% | 0.45% | Q2 2017 | Q4 2022 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.58% | 0.79% | 1.01% | Q3 2020 | Q2 2021 | 4 |
Vantage Financial Partners Ltd., Inc. | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Chescapmanager LLC | 4 | 4 | 0.75% | 0.88% | 1.02% | Q1 2017 | Q4 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Blueport Capital, L.P. | 4 | 4 | 2.26% | 3.01% | 4.37% | Q4 2016 | Q3 2017 | 4 |
Ninepoint Partners LP | 4 | 4 | 0.35% | 0.36% | 0.38% | Q2 2020 | Q1 2021 | 4 |
Diametric Capital, LP | 2 | 1 | 0.11% | 0.28% | 0.43% | Q2 2020 | Q3 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Islet Management, LP | 1 | 1 | 0.32% | 1.27% | 1.88% | Q2 2020 | Q1 2022 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.47% | 1.02% | Q1 2020 | Q4 2022 | 4 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
9258 Wealth Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2022 | 4 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 3.07% | 7.06% | 9.42% | Q2 2020 | Q3 2020 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.89% | 1.42% | 2.05% | Q3 2020 | Q2 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.12% | 0.30% | 0.51% | Q1 2022 | Q3 2023 | 4 |
6elm Capital LP | 3 | 1 | 3.53% | 5.94% | 10.97% | Q1 2021 | Q3 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Loveless Wealth Management LLC | 4 | 4 | 0.30% | 0.35% | 0.44% | Q3 2021 | Q2 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 0.84% | 0.89% | 0.94% | Q4 2020 | Q3 2021 | 4 |
JSF Financial, LLC | 3 | 1 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q3 2022 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.10% | 0.14% | 0.17% | Q3 2020 | Q2 2021 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.05% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.11% | 0.19% | 0.35% | Q3 2020 | Q3 2023 | 4 |
High Ground Investment Management LLP | 4 | 4 | 7.68% | 9.95% | 13.23% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Quaero Capital S.A. | 4 | 4 | 1.10% | 1.37% | 1.49% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.08% | 0.22% | Q2 2021 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
McElhenny Sheffield Capital Management, LLC | 4 | 4 | 0.02% | 0.28% | 0.43% | Q1 2022 | Q4 2022 | 4 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 3 | 3 | 0.02% | 0.12% | 0.21% | Q1 2023 | Q3 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.31% | 0.51% | 0.73% | Q1 2023 | Q4 2023 | 4 |
Delphia (USA) Inc. | 4 | 4 | 0.38% | 0.54% | 0.78% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.07% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corton Capital Inc. | 4 | 4 | 0.39% | 0.52% | 0.77% | Q4 2021 | Q3 2022 | 4 |
Planning Center, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.18% | 0.46% | 0.77% | Q1 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Waycross Investment Management Co | 4 | 4 | 0.98% | 1.02% | 1.10% | Q4 2022 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.37% | 0.43% | 0.50% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.58% | 0.97% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 1.21% | 4.53% | 8.27% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 1.15% | 1.40% | 1.67% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.07% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.13% | 0.59% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.21% | 0.25% | 0.29% | Q4 2019 | Q3 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
ANGELO GORDON & CO., L.P. | 3 | 1 | 0.13% | 0.97% | 2.18% | Q2 2013 | Q1 2020 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
WENDELL DAVID ASSOCIATES INC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q4 2018 | 4 |
WAFRA INC. | 4 | 4 | 0.34% | 0.43% | 0.68% | Q1 2018 | Q4 2018 | 4 |
OAKMONT Corp | 4 | 4 | 2.25% | 2.46% | 2.76% | Q2 2020 | Q1 2021 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.30% | 0.84% | Q2 2014 | Q1 2015 | 4 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Tyrus Capital S.A.M. | 2 | 1 | 0.34% | 0.85% | 1.71% | Q4 2014 | Q3 2017 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.32% | 0.38% | 0.49% | Q3 2016 | Q1 2017 | 3 |
Graypoint LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.28% | 0.37% | 0.44% | Q3 2022 | Q2 2023 | 3 |
DCM Advisors, LLC | 2 | 1 | 0.41% | 0.67% | 1.12% | Q4 2020 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Glaxis Capital Management, LLC | 1 | 1 | 0.73% | 2.49% | 4.92% | Q3 2013 | Q2 2020 | 3 |
Sheaff Brock Investment Advisors, LLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q2 2017 | Q4 2019 | 3 |
1776 Wealth LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
CGN Advisors LLC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q4 2023 | 3 |
PATRON PARTNERS, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Regent Peak Wealth Advisors LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.22% | 0.59% | Q1 2017 | Q4 2018 | 3 |
QCI ASSET MANAGEMENT INC/NY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zenit Asset Management AB | 2 | 1 | 0.47% | 0.72% | 1.08% | Q4 2013 | Q3 2014 | 3 |
Norway Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.29% | 0.48% | Q3 2020 | Q3 2023 | 3 |
TLP GROUP LLC | 3 | 3 | 0.00% | 0.11% | 0.31% | Q3 2017 | Q1 2018 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.20% | 0.29% | 0.35% | Q4 2022 | Q2 2023 | 3 |
C WorldWide Group Holding A/S | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 8.78% | 26.15% | Q2 2015 | Q2 2020 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.11% | 0.61% | 1.23% | Q1 2019 | Q3 2019 | 3 |
Alta Park Capital, LP | 3 | 3 | 1.44% | 6.59% | 9.19% | Q2 2022 | Q4 2022 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.28% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.23% | 0.44% | 0.76% | Q3 2021 | Q1 2022 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.24% | 0.26% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.68% | 1.37% | 2.41% | Q4 2015 | Q1 2018 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.18% | 0.89% | 2.04% | Q1 2023 | Q3 2023 | 3 |
ABEILLE ASSET MANAGEMENT SA | 3 | 3 | 1.24% | 1.36% | 1.47% | Q2 2022 | Q4 2022 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 0.15% | 0.22% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Park Edge Advisors, LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
COLLECTIVE FAMILY OFFICE LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Kapstone Financial Advisors LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Talbot Financial, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
GVO Asset Management Ltd | 3 | 3 | 5.33% | 5.45% | 5.56% | Q4 2020 | Q2 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.42% | 0.55% | 0.67% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 1.47% | 1.58% | 1.76% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.51% | 0.56% | 0.59% | Q4 2016 | Q2 2017 | 3 |
Disciplina Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2020 | 3 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.84% | 2.48% | Q4 2019 | Q1 2021 | 3 |
Force Hill Capital Management LP | 2 | 1 | 1.96% | 2.65% | 3.63% | Q2 2022 | Q2 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.38% | 0.42% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.12% | 0.26% | 0.50% | Q2 2013 | Q4 2013 | 3 |
MSD Partners, L.P. | 3 | 3 | 0.36% | 0.63% | 0.89% | Q2 2021 | Q4 2021 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.28% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Wunderlich Capital Managemnt | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
VERNIER CAPITAL PARTNERS, LP | 3 | 3 | 3.51% | 4.77% | 5.67% | Q4 2018 | Q2 2019 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
AHL Partners LLP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.27% | 0.35% | 0.40% | Q2 2017 | Q4 2017 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 3 | 1.49% | 1.88% | 2.12% | Q2 2022 | Q4 2022 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.20% | 0.45% | Q4 2013 | Q2 2015 | 3 |
Sessa Capital IM, L.P. | 3 | 3 | 0.84% | 1.47% | 1.88% | Q2 2019 | Q4 2019 | 3 |
Opera Trading Capital | 2 | 1 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q3 2018 | 3 |
JABODON PT CO | 3 | 3 | 2.73% | 9.04% | 13.42% | Q4 2020 | Q2 2021 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
PGGM Investments | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Narwhal Capital Management | 3 | 3 | 0.36% | 0.51% | 0.62% | Q1 2023 | Q3 2023 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 3 |
Leonetti & Associates, LLC | 3 | 3 | 0.86% | 0.98% | 1.07% | Q1 2014 | Q3 2014 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Northstar Advisory Group, LLC | 2 | 1 | 0.16% | 0.62% | 0.98% | Q4 2020 | Q3 2023 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 3 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GLG INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
North Fourth Asset Management, LP | 2 | 1 | 0.53% | 0.82% | 0.97% | Q4 2020 | Q2 2022 | 3 |
Steadfast Capital Management (UK) Ltd. | 3 | 3 | 3.07% | 4.06% | 5.79% | Q3 2021 | Q1 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2019 | Q3 2019 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.39% | 0.40% | 0.43% | Q1 2023 | Q3 2023 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.07% | 0.10% | Q1 2016 | Q2 2017 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.10% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Bank of Marin | 3 | 3 | 0.44% | 0.46% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Blackstone Inc. | 1 | 1 | 0.12% | 0.37% | 0.70% | Q2 2016 | Q3 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.10% | 0.16% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Hexavest Inc. | 3 | 3 | 0.27% | 0.49% | 0.91% | Q4 2013 | Q2 2014 | 3 |
KNOTT DAVID M | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.08% | 0.14% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Perpetual Ltd | 2 | 1 | 0.00% | 0.33% | 0.61% | Q2 2020 | Q1 2023 | 3 |
Keel Point, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2020 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.30% | 0.54% | 0.96% | Q2 2015 | Q1 2023 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 1.27% | 1.45% | 1.76% | Q1 2017 | Q3 2017 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.27% | 0.36% | 0.52% | Q2 2020 | Q4 2020 | 3 |
SENECA CAPITAL INVESTMENTS, L.P. | 3 | 3 | 0.54% | 0.70% | 0.97% | Q1 2014 | Q3 2014 | 3 |
SORA INVESTORS LLC | 3 | 3 | 1.98% | 3.48% | 4.28% | Q4 2022 | Q2 2023 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 3 |
Miura Global Management | 1 | 1 | 1.19% | 1.54% | 1.97% | Q1 2014 | Q2 2021 | 3 |
HOMESTEAD ADVISERS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Geduld E E | 3 | 3 | 0.18% | 0.33% | 0.42% | Q2 2013 | Q4 2013 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.09% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BOW STREET LLC | 2 | 2 | 1.26% | 2.33% | 3.94% | Q1 2014 | Q2 2014 | 3 |
Cypress Capital Group | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 3 |
TRAN CAPITAL MANAGEMENT, L.P. | 3 | 3 | 3.66% | 3.83% | 3.94% | Q1 2023 | Q3 2023 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.20% | 0.42% | 0.75% | Q4 2013 | Q3 2023 | 3 |
Allen Investment Management, LLC | 3 | 3 | 1.00% | 1.49% | 2.05% | Q1 2014 | Q3 2014 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.13% | 0.31% | 0.44% | Q1 2021 | Q3 2021 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Vickerman Investment Advisors, Inc. | 3 | 3 | 0.10% | 0.83% | 1.22% | Q1 2023 | Q3 2023 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OTA Financial Group L.P. | 1 | 1 | 0.56% | 2.82% | 7.36% | Q4 2014 | Q4 2017 | 3 |
CR Intrinsic Investors, LLC | 3 | 3 | 0.48% | 0.56% | 0.60% | Q2 2013 | Q4 2013 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
New Century Advisors, LLC | 3 | 3 | 0.94% | 1.23% | 1.42% | Q1 2022 | Q3 2022 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2013 | Q1 2015 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 3 |
HAMILTON LANE ADVISORS LLC | 3 | 3 | 0.43% | 2.60% | 6.15% | Q3 2013 | Q1 2014 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 1.05% | 1.60% | 1.93% | Q1 2021 | Q3 2021 | 3 |
MHR Fund Management | 3 | 3 | 3.85% | 5.08% | 6.26% | Q2 2013 | Q4 2013 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Kavi Asset Management, LP | 2 | 1 | 3.62% | 6.13% | 10.84% | Q4 2015 | Q2 2019 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.28% | 0.55% | Q4 2016 | Q2 2017 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.04% | 0.66% | 1.90% | Q2 2018 | Q4 2018 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.35% | 0.67% | 0.86% | Q3 2022 | Q1 2023 | 3 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.16% | 0.21% | 0.24% | Q2 2020 | Q2 2022 | 3 |
GIOVINE CAPITAL GROUP LLC | 3 | 3 | 1.04% | 1.11% | 1.19% | Q2 2015 | Q4 2015 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.90% | 0.95% | 0.99% | Q1 2023 | Q3 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.02% | 0.08% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 0.13% | 0.40% | 0.56% | Q1 2021 | Q3 2021 | 3 |
RBF Capital, LLC | 3 | 3 | 0.07% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
NIPPON LIFE INSURANCE CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 0.13% | 0.27% | 0.36% | Q4 2013 | Q2 2014 | 3 |
Totem Point Management, LLC | 3 | 3 | 7.75% | 9.84% | 11.13% | Q2 2022 | Q4 2022 | 3 |
XN LP | 3 | 3 | 3.65% | 7.39% | 10.72% | Q1 2022 | Q3 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q1 2023 | 3 |
MANAGED ACCOUNT SERVICES INC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ANDOR CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 2.52% | 4.65% | 7.82% | Q1 2015 | Q3 2015 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.23% | 0.52% | 0.99% | Q2 2014 | Q4 2014 | 3 |
Anchor Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
SYQUANT CAPITAL SAS | 2 | 1 | 0.19% | 1.00% | 2.39% | Q2 2020 | Q3 2021 | 3 |
Alpha Family Trust | 2 | 1 | 0.42% | 0.53% | 0.61% | Q4 2022 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Lomas Capital Management, LLC | 3 | 3 | 1.86% | 4.26% | 5.58% | Q2 2020 | Q4 2020 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trek Financial, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Legacy Financial Strategies, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Robinson Value Management, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
iSAM Funds (UK) Ltd | 3 | 3 | 0.19% | 0.70% | 0.97% | Q4 2022 | Q2 2023 | 3 |
RAIFF PARTNERS INC | 1 | 1 | 2.33% | 2.48% | 2.62% | Q4 2013 | Q2 2015 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 1.05% | 1.10% | 1.16% | Q3 2015 | Q4 2015 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 0.62% | 0.67% | 0.73% | Q2 2013 | Q3 2013 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.20% | 0.28% | 0.37% | Q4 2019 | Q2 2020 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2013 | Q4 2013 | 2 |
STRALEM & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q4 2013 | Q1 2014 | 2 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Alpha Wave Global, LP | 2 | 2 | 0.96% | 1.30% | 1.64% | Q4 2019 | Q1 2020 | 2 |
Meritage Group LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.22% | 0.40% | 0.57% | Q4 2017 | Q1 2018 | 2 |
CLEARARC CAPITAL INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
DOHJ, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
GRAHAM & DODD FUND, LLC | 2 | 2 | 2.13% | 2.29% | 2.45% | Q3 2013 | Q4 2013 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.25% | 0.26% | 0.26% | Q3 2013 | Q4 2013 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 1.45% | 2.34% | 3.23% | Q2 2022 | Q3 2022 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q1 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.03% | 0.09% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.21% | 0.27% | 0.34% | Q4 2020 | Q1 2021 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.56% | 0.67% | 0.78% | Q2 2020 | Q3 2020 | 2 |
Ardmore Road Asset Management LP | 2 | 2 | 4.26% | 5.27% | 6.28% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.32% | 0.57% | 0.82% | Q2 2013 | Q2 2014 | 2 |
Odey Holdings Ltd | 2 | 2 | 4.78% | 5.47% | 6.17% | Q2 2021 | Q3 2021 | 2 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 2 |
COMERICA SECURITIES INC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q4 2016 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.27% | 0.28% | 0.28% | Q4 2021 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Bank OZK | 2 | 2 | 0.32% | 0.63% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Wambolt & Associates, LLC | 2 | 2 | 0.07% | 0.18% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 1.03% | 1.27% | 1.51% | Q4 2019 | Q1 2020 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Nicholas Investment Partners, LP | 1 | 1 | 0.06% | 0.21% | 0.36% | Q2 2013 | Q1 2014 | 2 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 2 |
Sheets Smith Investment Management | 1 | 1 | 1.28% | 1.32% | 1.38% | Q2 2022 | Q4 2022 | 2 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 2 | 2 | 0.19% | 0.28% | 0.38% | Q2 2020 | Q3 2020 | 2 |
Tabor Asset Management, LP | 1 | 1 | 3.28% | 3.90% | 4.52% | Q1 2021 | Q1 2022 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.50% | 0.64% | 0.79% | Q3 2015 | Q4 2015 | 2 |
Trivest Advisors Ltd | 1 | 1 | 0.17% | 0.67% | 1.16% | Q2 2022 | Q4 2022 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.09% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.61% | 1.11% | 1.61% | Q1 2022 | Q2 2022 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.98% | 1.08% | 1.19% | Q4 2022 | Q1 2023 | 2 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2017 | Q4 2017 | 2 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RDST Capital LLC | 2 | 2 | 7.04% | 7.14% | 7.24% | Q4 2021 | Q1 2022 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 2 | 2 | 0.43% | 0.56% | 0.70% | Q4 2016 | Q1 2017 | 2 |
WHITE SQUARE CAPITAL LLP | 2 | 2 | 4.19% | 5.44% | 6.69% | Q2 2019 | Q3 2019 | 2 |
Golden Green, Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2022 | Q4 2022 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.27% | 0.31% | 0.34% | Q2 2022 | Q3 2022 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2023 | Q3 2023 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Thrax Management, LLC | 1 | 1 | 0.71% | 0.77% | 0.84% | Q4 2016 | Q4 2016 | 2 |
Benefit Street Partners LLC | 2 | 2 | 0.61% | 1.08% | 1.55% | Q3 2018 | Q4 2018 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.39% | 0.43% | 0.46% | Q3 2018 | Q1 2019 | 2 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q4 2020 | 2 |
HPS Investment Partners, LLC | 2 | 2 | 7.22% | 9.46% | 11.69% | Q1 2019 | Q2 2019 | 2 |
Lorber David A | 2 | 2 | 0.63% | 0.72% | 0.82% | Q2 2013 | Q3 2013 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.60% | 0.74% | 0.88% | Q1 2019 | Q2 2019 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.26% | 0.30% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 1.38% | 1.39% | 1.41% | Q4 2016 | Q1 2017 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Choice Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Gladstone Capital Management LLP | 2 | 2 | 1.35% | 2.61% | 3.88% | Q4 2022 | Q1 2023 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.15% | 0.27% | 0.39% | Q1 2018 | Q4 2018 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.05% | 0.18% | 0.30% | Q3 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Passport Capital, LLC | 1 | 1 | 0.10% | 0.25% | 0.41% | Q4 2014 | Q2 2016 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Shay Capital LLC | 2 | 2 | 0.04% | 0.13% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
Alpine Partners USVI, LLC | 1 | 1 | 1.17% | 19.51% | 37.84% | Q2 2013 | Q4 2013 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Wavelength Asset Management LLC | 2 | 2 | 17.72% | 20.48% | 23.24% | Q4 2014 | Q1 2015 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.58% | 0.86% | 1.14% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 1.73% | 2.88% | 4.03% | Q2 2020 | Q3 2020 | 2 |
Samsung Asset Management (New York), Inc. | 2 | 2 | 0.45% | 0.49% | 0.52% | Q2 2014 | Q3 2014 | 2 |
Ergoteles LLC | 2 | 2 | 0.01% | 0.27% | 0.54% | Q3 2020 | Q4 2020 | 2 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.26% | 0.96% | 1.67% | Q2 2019 | Q1 2020 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
swisspartners Ltd. | 2 | 2 | 0.18% | 1.95% | 3.72% | Q4 2020 | Q1 2021 | 2 |
Schear Investment Advisers, LLC | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q3 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
GLAZER CAPITAL, LLC | 1 | 1 | 0.07% | 1.29% | 2.51% | Q2 2019 | Q1 2020 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q2 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q1 2017 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
QUAKER CAPITAL MANAGEMENT CORP | 2 | 2 | 8.28% | 8.37% | 8.45% | Q2 2013 | Q3 2013 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Pagoda Asset Management, LP | 1 | 1 | 5.17% | 5.48% | 5.78% | Q2 2016 | Q1 2018 | 2 |
Anandar Capital Management LP | 2 | 2 | 1.16% | 1.95% | 2.73% | Q3 2015 | Q4 2015 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.40% | 1.23% | 2.06% | Q2 2022 | Q3 2022 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.11% | 0.14% | 0.17% | Q3 2018 | Q1 2019 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q1 2023 | Q2 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.43% | 46.36% | 92.30% | Q1 2016 | Q1 2020 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ADAR Investment Management LP | 2 | 2 | 1.86% | 2.57% | 3.27% | Q2 2013 | Q3 2013 | 2 |
XR Securities LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2022 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.26% | 0.45% | 0.64% | Q2 2022 | Q3 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.27% | 0.30% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Deimos Asset Management LLC | 2 | 2 | 0.24% | 0.82% | 1.41% | Q4 2015 | Q1 2016 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 1.08% | 5.50% | 9.91% | Q1 2018 | Q2 2018 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
INVESCO, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.06% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Darsana Capital Partners LP | 2 | 2 | 3.46% | 4.15% | 4.84% | Q2 2018 | Q3 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.21% | 0.43% | 0.64% | Q3 2020 | Q4 2020 | 2 |
black-and-white Capital LP | 2 | 2 | 0.50% | 0.65% | 0.81% | Q4 2016 | Q1 2017 | 2 |
Airain ltd | 1 | 1 | 0.03% | 0.24% | 0.46% | Q4 2016 | Q2 2017 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Peoples Bank/KS | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2023 | Q4 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
High Note Wealth, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
BREAKLINE CAPITAL LLC | 2 | 2 | 3.34% | 3.89% | 4.43% | Q3 2022 | Q4 2022 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
JS Capital Management LLC | 2 | 2 | 4.64% | 4.73% | 4.81% | Q2 2017 | Q3 2017 | 2 |
Litespeed Management, L.L.C. | 2 | 2 | 3.84% | 7.95% | 12.06% | Q2 2013 | Q3 2013 | 2 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q2 2021 | 2 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.22% | 0.32% | 0.42% | Q2 2019 | Q3 2019 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.12% | 0.24% | Q3 2014 | Q2 2015 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sandell Asset Management Corp. | 2 | 2 | 0.70% | 0.79% | 0.88% | Q2 2018 | Q3 2018 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.11% | 0.34% | 0.58% | Q3 2014 | Q4 2014 | 2 |
Castle Hook Partners LP | 1 | 1 | 0.57% | 0.89% | 1.22% | Q1 2017 | Q2 2020 | 2 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Meghalaya Partners, L.P. | 2 | 2 | 1.68% | 4.14% | 6.60% | Q4 2017 | Q1 2018 | 2 |
Elequin Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Knighthead Capital Management, LLC | 2 | 2 | 0.14% | 1.08% | 2.03% | Q2 2013 | Q3 2013 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2020 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Alambic Investment Management, L.P. | 2 | 2 | 0.84% | 0.96% | 1.08% | Q1 2020 | Q2 2020 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Ohio National Investments, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q1 2016 | 2 |
Junson Asset Management (Hong Kong) Ltd | 2 | 2 | 0.78% | 1.78% | 2.77% | Q1 2022 | Q2 2022 | 2 |
Insight Folios Inc | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Naya Management LLP | 2 | 2 | 0.02% | 0.13% | 0.24% | Q3 2014 | Q4 2014 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Kula Investments, LLC | 2 | 2 | 0.12% | 0.20% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Hunt Lane Capital LP | 1 | 1 | 1.53% | 2.58% | 3.64% | Q1 2018 | Q2 2019 | 2 |
Chesapeake Wealth Management | 1 | 1 | 0.14% | 0.18% | 0.22% | Q2 2018 | Q3 2023 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.20% | 0.31% | 0.42% | Q4 2017 | Q1 2018 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 0.22% | 0.50% | 0.78% | Q1 2023 | Q2 2023 | 2 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q2 2023 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q3 2017 | Q4 2017 | 2 |
Aspire Capital Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.32% | 0.38% | 0.44% | Q3 2014 | Q2 2017 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q1 2015 | 2 |
Point72 Europe (London) LLP | 1 | 1 | 3.70% | 4.29% | 4.88% | Q2 2022 | Q4 2022 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.01% | 0.30% | 0.60% | Q2 2015 | Q3 2015 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.91% | 0.99% | 1.07% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Quotient Investors, LLC | 1 | 1 | 0.38% | 0.40% | 0.41% | Q3 2014 | Q3 2017 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2023 | Q3 2023 | 2 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.77% | 1.51% | Q2 2018 | Q2 2019 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.18% | 0.49% | 0.80% | Q1 2017 | Q2 2023 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
PFM Health Sciences, LP | 2 | 2 | 0.15% | 0.36% | 0.57% | Q3 2016 | Q4 2016 | 2 |
Partner Investment Management, L.P. | 2 | 2 | 0.15% | 0.33% | 0.51% | Q3 2016 | Q4 2016 | 2 |
Polar Capital LLP | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2020 | Q3 2020 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.87% | 0.90% | 0.94% | Q1 2023 | Q2 2023 | 2 |
Merion Investment Management LP | 2 | 2 | 0.13% | 0.27% | 0.41% | Q4 2014 | Q1 2015 | 2 |
Beryl Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2023 | Q2 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
DELTA FINANCIAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bornite Capital Management LP | 1 | 1 | 4.03% | 4.03% | 4.03% | Q2 2023 | Q2 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Athos Capital Ltd | 1 | 1 | 5.97% | 5.97% | 5.97% | Q1 2020 | Q1 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2021 | Q3 2021 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Warlander Asset Management, LP | 1 | 1 | 8.39% | 8.39% | 8.39% | Q1 2017 | Q1 2017 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Calixto Global Investors, LP | 1 | 1 | 4.41% | 4.41% | 4.41% | Q1 2017 | Q1 2017 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Monaco Asset Management SAM | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2020 | Q2 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PHYSICIANS FINANCIAL SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Sand Grove Capital Management LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 7.50% | 7.50% | 7.50% | Q4 2016 | Q4 2016 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coatue Management | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2015 | Q2 2015 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Brightworth | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
PRICE MICHAEL F | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
One01 Capital, LP | 1 | 1 | 7.70% | 7.70% | 7.70% | Q2 2022 | Q2 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2021 | Q3 2021 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
ATERNALIS CAPITAL LLC | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2015 | Q4 2015 | 1 |
Elmrox Investment Group IM L.P. | 1 | 1 | 3.64% | 3.64% | 3.64% | Q4 2015 | Q4 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2022 | Q3 2022 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2019 | Q1 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2015 | Q3 2015 | 1 |
CastleKnight Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Raine Capital LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Newfound Research LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Monashee Investment Management LLC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q2 2020 | Q2 2020 | 1 |
XN Exponent Advisors LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2020 | Q4 2020 | 1 |
SCOUT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2013 | Q2 2013 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
PineView Asset Management LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2015 | Q4 2015 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KLS Diversified Asset Management LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2019 | Q1 2019 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EagleClaw Capital Managment, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Condorcet Global Opportunity Fund, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2014 | Q4 2014 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clearline Capital LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trust Investment Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 3.36% | 3.36% | 3.36% | Q1 2021 | Q1 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2017 | Q1 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
BOLTON LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Interval Partners, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
AM Squared Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
DIFESA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2022 | Q1 2022 | 1 |
Altalis Capital Management LLC | 1 | 1 | 6.00% | 6.00% | 6.00% | Q2 2018 | Q2 2018 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Knott David M Jr | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
SBB Research Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2014 | Q3 2014 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Foundry Partners, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Phraction Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q2 2015 | Q2 2015 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ETF Store, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GMT CAPITAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Burren Capital Advisors Ltd | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2014 | Q3 2014 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2018 | Q3 2018 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2023 | Q1 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
AZENTUS CAPITAL MANAGEMENT Ltd | 1 | 1 | 7.96% | 7.96% | 7.96% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2014 | Q3 2014 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Avala Global LP | 1 | 1 | 7.35% | 7.35% | 7.35% | Q4 2022 | Q4 2022 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2015 | Q2 2015 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2022 | Q1 2022 | 1 |
Davis Investment Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2016 | Q3 2016 | 1 |
Graphene Investments SAS | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2023 | Q3 2023 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bensler, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2013 | Q3 2013 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Orbitronix, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2016 | Q4 2016 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Peak Ten Capital LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2014 | Q4 2014 | 1 |
DW Partners, LP | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2013 | Q2 2013 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2013 | Q3 2013 | 1 |
EVEREST CAPITAL LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2013 | Q4 2013 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Anson Funds Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2013 | Q4 2013 | 1 |
TT INTERNATIONAL | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2023 | Q3 2023 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q2 2018 | 1 |
Nikko Asset Management Americas, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q4 2018 | Q4 2018 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2022 | Q3 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2021 | Q1 2021 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Madison Street Partners, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2015 | Q1 2015 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ALLEGHANY CORP /DE | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2013 | Q2 2013 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2013 | Q4 2013 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Platte River Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2016 | Q2 2016 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2014 | Q1 2014 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2013 | Q4 2013 | 1 |
F&C Asset Management plc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Bain Capital Credit, LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2018 | Q2 2018 | 1 |
Luxor Capital Group, LP | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2013 | Q4 2013 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2021 | Q2 2021 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2013 | Q4 2013 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GoldenTree Asset Management | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2019 | Q3 2019 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 5.05% | 5.05% | 5.05% | Q2 2015 | Q2 2015 | 1 |
COOPERMAN LEON G | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2013 | Q4 2013 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2014 | Q2 2014 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2020 | Q1 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MQS Management LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2021 | Q1 2021 | 1 |
Hardy Reed LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
One68 Global Capital, LLC | 1 | 1 | 4.28% | 4.28% | 4.28% | Q2 2020 | Q2 2020 | 1 |
Wahed Invest LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Antara Capital LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2019 | Q2 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 23.69% | 23.69% | 23.69% | Q4 2018 | Q4 2018 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2022 | Q4 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
Q3 Asset Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2018 | Q1 2018 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Diameter Capital Partners LP | 1 | 1 | 4.18% | 4.18% | 4.18% | Q2 2020 | Q2 2020 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2020 | Q2 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own T-MOBILE US INC or have owned T-MOBILE US INC in the past.