Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 117 |
Citadel Advisors | 34 | 6 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 37 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 93 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 92 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 90 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.20% | Q4 2015 | Q3 2023 | 84 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.00% | 0.06% | Q1 2014 | Q3 2023 | 73 |
D. E. Shaw & Co., Inc. | 16 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 69 |
TWO SIGMA INVESTMENTS, LP | 12 | 2 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 63 |
WOLVERINE TRADING, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 58 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.17% | Q3 2018 | Q3 2023 | 57 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 56 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 54 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.07% | 0.23% | Q1 2012 | Q3 2023 | 54 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 2 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 53 |
Twin Tree Management, LP | 18 | 1 | 0.00% | 0.05% | 0.24% | Q1 2016 | Q3 2023 | 52 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 51 |
Nuveen Asset Management, LLC | 40 | 40 | 0.00% | 0.06% | 0.57% | Q4 2013 | Q3 2023 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 50 |
PEAK6 Group LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2018 | 47 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 4.51% | 8.84% | Q2 2013 | Q3 2023 | 46 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 45 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 45 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 43 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.20% | 0.75% | 1.91% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 2.80% | 7.65% | 12.04% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.34% | 4.16% | 8.55% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 0.34% | 1.43% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.23% | 3.54% | 9.91% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.06% | 0.31% | Q3 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 40 | 1 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 41 |
EAGLE GLOBAL ADVISORS LLC | 27 | 14 | 0.33% | 2.14% | 4.16% | Q2 2013 | Q3 2023 | 41 |
PRINCIPAL FINANCIAL GROUP INC | 37 | 4 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 35 | 1 | 0.00% | 0.02% | 0.04% | Q1 2012 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q1 2017 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
ALPS ADVISORS INC | 41 | 41 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 40 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
CASTLEARK MANAGEMENT LLC | 31 | 10 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 24 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 31 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
JENNISON ASSOCIATES LLC | 31 | 9 | 0.00% | 0.16% | 0.49% | Q2 2013 | Q3 2023 | 40 |
BALDWIN BROTHERS LLC/MA | 32 | 8 | 0.01% | 0.09% | 0.15% | Q4 2013 | Q4 2023 | 40 |
MILLER HOWARD INVESTMENTS INC /NY | 27 | 12 | 0.01% | 0.50% | 1.54% | Q2 2013 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 28 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.05% | 0.37% | 0.85% | Q1 2014 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 32 | 3 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 39 |
STEPHENS INC /AR/ | 18 | 9 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 39 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 4 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 39 |
AMALGAMATED BANK | 31 | 8 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 39 |
Salient Capital Advisors, LLC | 38 | 38 | 0.74% | 5.24% | 9.54% | Q2 2013 | Q3 2022 | 38 |
Cubist Systematic Strategies, LLC | 31 | 4 | 0.00% | 0.05% | 0.16% | Q3 2014 | Q2 2023 | 38 |
Utah Retirement Systems | 38 | 38 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 38 |
PANAGORA ASSET MANAGEMENT INC | 37 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 38 |
COMERICA BANK | 28 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Allianz Asset Management GmbH | 17 | 8 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 37 |
Jefferies Group LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q2 2022 | 37 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 17 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 37 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Hodges Capital Management Inc. | 27 | 1 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q4 2022 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
WESTWOOD HOLDINGS GROUP INC | 36 | 36 | 0.00% | 0.25% | 1.52% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Catalyst Capital Advisors LLC | 36 | 36 | 0.02% | 0.38% | 0.84% | Q4 2014 | Q3 2023 | 36 |
SG Americas Securities, LLC | 17 | 1 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 36 |
Penbrook Management LLC | 24 | 12 | 0.20% | 0.98% | 1.90% | Q4 2013 | Q3 2023 | 36 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.11% | 0.60% | Q2 2014 | Q1 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.08% | 0.31% | 0.62% | Q4 2014 | Q3 2023 | 36 |
PRUDENTIAL FINANCIAL INC | 16 | 8 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 36 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 36 | 36 | 0.02% | 0.78% | 1.49% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 35 | 35 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 4 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 27 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
HighTower Trust Company, N.A. | 16 | 2 | 0.04% | 0.14% | 0.46% | Q2 2013 | Q1 2023 | 35 |
Pinnacle Holdings, LLC | 35 | 35 | 0.20% | 1.12% | 1.74% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 31 | 4 | 0.00% | 0.07% | 0.24% | Q2 2014 | Q3 2023 | 35 |
M&T BANK CORP | 31 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Brookfield Asset Management | 14 | 1 | 0.12% | 0.58% | 1.47% | Q2 2013 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 34 |
Mitsubishi UFJ Trust & Banking Corp | 31 | 3 | 0.00% | 0.09% | 0.46% | Q1 2015 | Q3 2023 | 34 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.07% | 0.23% | Q3 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 33 | 1 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q4 2021 | 34 |
HSBC HOLDINGS PLC | 29 | 5 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2021 | 33 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
BARD ASSOCIATES INC | 31 | 2 | 0.14% | 0.62% | 1.07% | Q1 2015 | Q3 2023 | 33 |
FRANKLIN RESOURCES INC | 31 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 33 |
Renaissance Technologies | 14 | 4 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 33 |
AQR Capital Management | 15 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 5 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 32 |
Linscomb & Williams, Inc. | 16 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 32 |
NISA INVESTMENT ADVISORS, LLC | 30 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 32 |
Asset Management One Co., Ltd. | 15 | 6 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 32 |
Walleye Capital LLC | 14 | 3 | 0.00% | 0.11% | 0.51% | Q1 2019 | Q3 2023 | 32 |
Point72 Asset Management, L.P. | 17 | 2 | 0.02% | 0.16% | 0.38% | Q1 2016 | Q3 2023 | 32 |
BESSEMER GROUP INC | 31 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 32 |
LPL Financial LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 32 |
RR Advisors, LLC | 30 | 1 | 0.13% | 9.02% | 16.33% | Q3 2015 | Q3 2023 | 31 |
Private Ocean, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Caption Management, LLC | 11 | 2 | 0.00% | 0.29% | 1.26% | Q2 2018 | Q3 2023 | 31 |
PROFUND ADVISORS LLC | 16 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Advisors Asset Management, Inc. | 17 | 3 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 31 |
Parkside Financial Bank & Trust | 31 | 31 | 0.02% | 0.05% | 0.18% | Q1 2016 | Q3 2023 | 31 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 16 | 5 | 0.00% | 0.20% | 1.36% | Q4 2013 | Q3 2023 | 31 |
SANDERS MORRIS HARRIS LLC | 31 | 31 | 0.00% | 0.16% | 0.33% | Q1 2016 | Q3 2023 | 31 |
STRS OHIO | 16 | 4 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 31 | 31 | 0.01% | 0.92% | 1.98% | Q1 2016 | Q3 2023 | 31 |
Heronetta Management, L.P. | 17 | 4 | 0.16% | 0.55% | 1.38% | Q1 2013 | Q3 2023 | 31 |
MCF Advisors LLC | 23 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
TORONTO DOMINION BANK | 24 | 6 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 0.75% | 3.46% | 7.73% | Q2 2016 | Q3 2023 | 30 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.04% | 0.42% | Q2 2014 | Q3 2023 | 30 |
VAN ECK ASSOCIATES CORP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
HITE Hedge Asset Management LLC | 22 | 1 | 0.05% | 4.11% | 9.35% | Q2 2013 | Q3 2023 | 30 |
Allworth Financial LP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.02% | 0.18% | Q1 2013 | Q2 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q4 2020 | 29 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 8 | 0.01% | 0.11% | 0.53% | Q2 2013 | Q4 2020 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.46% | 2.47% | 3.69% | Q3 2016 | Q3 2023 | 29 |
Zimmer Partners, LP | 14 | 1 | 0.08% | 3.44% | 8.52% | Q2 2013 | Q3 2023 | 29 |
CIBC WORLD MARKET INC. | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 29 |
CANADA PENSION PLAN INVESTMENT BOARD | 20 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 29 |
Advisory Services Network, LLC | 13 | 3 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q3 2023 | 29 |
Blackstone Inc. | 29 | 29 | 0.01% | 0.86% | 2.56% | Q3 2016 | Q3 2023 | 29 |
TCI Wealth Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 29 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
SEARLE & CO. | 24 | 2 | 0.05% | 0.37% | 0.82% | Q4 2014 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Sicart Associates LLC | 28 | 28 | 0.13% | 1.31% | 2.06% | Q4 2016 | Q3 2023 | 28 |
GOULD ASSET MANAGEMENT LLC /CA/ | 16 | 12 | 0.07% | 0.16% | 0.31% | Q1 2016 | Q3 2023 | 28 |
EATON VANCE MANAGEMENT | 19 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Hilton Capital Management, LLC | 16 | 1 | 0.02% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 28 |
SHELL ASSET MANAGEMENT CO | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Mariner, LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 20 | 8 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q1 2023 | 28 |
BLAIR WILLIAM & CO/IL | 17 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.08% | 0.25% | 0.65% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CIBC Asset Management Inc | 15 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.02% | 0.13% | 0.32% | Q1 2017 | Q3 2023 | 27 |
SECURIAN ASSET MANAGEMENT, INC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.06% | 0.21% | Q1 2015 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
KBC Group NV | 20 | 6 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 26 |
Aperio Group, LLC | 24 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2020 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 26 | 26 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q2 2021 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 26 |
Avalon Investment & Advisory | 16 | 10 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.50% | 3.33% | 4.65% | Q2 2015 | Q3 2023 | 26 |
Sandy Spring Bank | 15 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 26 |
NORDEA INVESTMENT MANAGEMENT AB | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 3 | 0.00% | 0.07% | 0.47% | Q1 2015 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 25 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 25 |
WADDELL & REED FINANCIAL INC | 16 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 25 |
Arizona State Retirement System | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 0.19% | 1.33% | 3.17% | Q2 2013 | Q2 2019 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Harvest Fund Advisors LLC | 16 | 9 | 0.43% | 2.49% | 6.68% | Q4 2013 | Q1 2020 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.11% | 0.34% | Q3 2017 | Q3 2023 | 25 |
AXA S.A. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 25 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 15 | 10 | 0.08% | 0.14% | 0.18% | Q2 2016 | Q3 2023 | 25 |
Parkwood LLC | 9 | 7 | 0.06% | 0.24% | 0.78% | Q4 2013 | Q3 2023 | 25 |
MACQUARIE GROUP LTD | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 13 | 11 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
Pacer Advisors, Inc. | 16 | 1 | 0.00% | 0.07% | 0.32% | Q4 2013 | Q3 2023 | 24 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 24 | 24 | 0.71% | 3.12% | 5.66% | Q1 2014 | Q4 2019 | 24 |
JANUS HENDERSON GROUP PLC | 15 | 9 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 24 |
SIR Capital Management, L.P. | 14 | 2 | 0.14% | 3.19% | 6.62% | Q2 2014 | Q3 2023 | 24 |
QS Investors, LLC | 22 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 24 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2019 | 24 |
BARINGS LLC | 11 | 4 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q1 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.16% | 0.86% | 1.84% | Q4 2017 | Q3 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 9 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Freestone Capital Holdings, LLC | 16 | 1 | 0.00% | 0.16% | 0.64% | Q1 2016 | Q3 2023 | 23 |
HIGHLAND CAPITAL MANAGEMENT LP | 23 | 23 | 0.01% | 0.67% | 1.51% | Q4 2013 | Q2 2019 | 23 |
RMB Capital Management, LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CARLSON CAPITAL L P | 6 | 1 | 0.00% | 0.25% | 0.79% | Q2 2013 | Q1 2022 | 23 |
Cowen Prime Services LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2021 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 6 | 0.00% | 0.11% | 0.22% | Q4 2013 | Q1 2020 | 23 |
CAPTRUST FINANCIAL ADVISORS | 14 | 9 | 0.00% | 0.07% | 0.38% | Q4 2017 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 2 | 0.00% | 0.15% | 0.51% | Q1 2015 | Q3 2023 | 23 |
Icon Wealth Partners, LLC | 19 | 3 | 0.05% | 0.30% | 0.80% | Q4 2017 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BAMCO INC /NY/ | 12 | 10 | 0.01% | 0.40% | 1.33% | Q2 2013 | Q4 2018 | 22 |
RAYMOND JAMES TRUST N.A. | 10 | 3 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 22 |
MARATHON CAPITAL MANAGEMENT | 22 | 22 | 0.22% | 0.56% | 1.02% | Q2 2018 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 22 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q2 2021 | 22 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 2 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.00% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 21 |
World Asset Management Inc | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2021 | 21 |
Barrett Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q2 2023 | 21 |
Avior Wealth Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 21 |
Korea Investment CORP | 15 | 6 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 21 |
Daiwa Securities Group Inc. | 15 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Man Group plc | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 3 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 2 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Global X Management CO LLC | 21 | 21 | 0.10% | 0.38% | 0.78% | Q2 2013 | Q2 2018 | 21 |
West Family Investments, Inc. | 21 | 21 | 0.13% | 0.44% | 0.63% | Q1 2016 | Q1 2021 | 21 |
Vident Investment Advisory, LLC | 14 | 1 | 0.01% | 0.30% | 0.65% | Q3 2016 | Q2 2023 | 21 |
Gilman Hill Asset Management, LLC | 21 | 21 | 0.29% | 2.03% | 4.16% | Q1 2016 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
DekaBank Deutsche Girozentrale | 14 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 21 |
AVIVA PLC | 14 | 6 | 0.00% | 0.03% | 0.13% | Q1 2017 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 20 |
NOVARE CAPITAL MANAGEMENT LLC | 16 | 1 | 0.02% | 0.44% | 0.81% | Q1 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.08% | 0.37% | Q3 2013 | Q4 2021 | 20 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.11% | 0.19% | Q1 2015 | Q2 2023 | 20 |
DnB Asset Management AS | 13 | 7 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2023 | 20 |
PICTET ASSET MANAGEMENT LTD | 16 | 4 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q2 2021 | 20 |
Gulf International Bank (UK) Ltd | 14 | 6 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q2 2023 | 20 |
CADENCE CAPITAL MANAGEMENT LLC | 16 | 4 | 0.04% | 0.35% | 1.26% | Q4 2014 | Q1 2020 | 20 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 20 |
Homrich & Berg | 20 | 20 | 0.02% | 0.09% | 0.21% | Q4 2013 | Q3 2018 | 20 |
IFM Investors Pty Ltd | 13 | 7 | 0.01% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 6 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2017 | 20 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 20 |
PUTNAM INVESTMENTS LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 20 |
Mosaic Family Wealth, LLC | 19 | 1 | 0.02% | 0.28% | 0.55% | Q4 2015 | Q3 2021 | 20 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2021 | 20 |
Anchor Investment Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
AQR Arbitrage LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 20 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 14 | 6 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 20 |
IBM Retirement Fund | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 20 |
abrdn plc | 16 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.12% | Q4 2018 | Q3 2023 | 20 |
PineBridge Investments, L.P. | 14 | 2 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q2 2023 | 19 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10 | 9 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 19 |
Energy Income Partners, LLC | 13 | 6 | 0.42% | 1.04% | 2.77% | Q1 2016 | Q3 2023 | 19 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 9 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q4 2017 | 19 |
Lee Financial Co | 14 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 19 |
Edge Wealth Management LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 19 |
OppenheimerFunds, Inc. | 19 | 19 | 0.01% | 0.36% | 0.68% | Q3 2014 | Q1 2019 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 7 | 0.00% | 0.36% | 1.29% | Q2 2018 | Q3 2023 | 19 |
Diversified Trust Co | 11 | 1 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q1 2022 | 19 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 19 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 16 | 1 | 0.01% | 0.22% | 0.42% | Q2 2016 | Q3 2023 | 19 |
SIT INVESTMENT ASSOCIATES INC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.23% | 0.88% | Q1 2014 | Q4 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF VERMONT | 15 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 19 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 19 |
Skandinaviska Enskilda Banken AB (publ) | 15 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 19 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 19 |
Oakworth Capital, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 19 |
Verition Fund Management LLC | 12 | 1 | 0.00% | 0.10% | 0.32% | Q2 2014 | Q3 2023 | 19 |
WESTPAC BANKING CORP | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 18 |
Robeco Institutional Asset Management B.V. | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.18% | 0.68% | Q1 2015 | Q3 2023 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11 | 1 | 0.00% | 0.23% | 0.67% | Q1 2014 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 18 |
Achmea Investment Management B.V. | 12 | 6 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 18 |
KGH Ltd | 14 | 1 | 0.00% | 0.18% | 0.97% | Q4 2015 | Q4 2019 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 0.50% | 3.26% | 5.27% | Q2 2013 | Q4 2017 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q4 2022 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 18 |
Financial Architects, Inc | 18 | 18 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2020 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 7 | 0.01% | 0.10% | 0.27% | Q4 2016 | Q3 2023 | 18 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 7 | 1 | 0.03% | 0.14% | 0.32% | Q3 2014 | Q1 2023 | 17 |
Deep Basin Capital LP | 9 | 9 | 1.32% | 2.65% | 4.91% | Q4 2018 | Q4 2020 | 17 |
Yaupon Capital Management LP | 8 | 3 | 0.79% | 2.59% | 5.86% | Q4 2018 | Q3 2023 | 17 |
AGF Investments LLC | 14 | 3 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2022 | 17 |
NEXPOINT ASSET MANAGEMENT, L.P. | 17 | 17 | 0.17% | 0.79% | 1.28% | Q3 2019 | Q3 2023 | 17 |
Pointe Capital Management LLC | 8 | 1 | 0.14% | 0.26% | 0.46% | Q1 2015 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 17 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2020 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.09% | 0.22% | Q4 2015 | Q3 2023 | 17 |
Grassi Investment Management | 12 | 5 | 0.09% | 0.24% | 0.39% | Q2 2014 | Q4 2018 | 17 |
Sigma Planning Corp | 16 | 1 | 0.01% | 0.07% | 0.26% | Q1 2016 | Q1 2022 | 17 |
GREENLEAF TRUST | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Penserra Capital Management LLC | 7 | 4 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 17 |
Advisors Capital Management, LLC | 15 | 2 | 0.08% | 0.63% | 0.90% | Q1 2015 | Q4 2019 | 17 |
BNP Paribas Asset Management Holding S.A. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 17 |
STARR INTERNATIONAL CO INC | 17 | 17 | 0.25% | 0.80% | 2.47% | Q1 2016 | Q1 2020 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q1 2020 | 17 |
TRUIST FINANCIAL CORP | 10 | 2 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.05% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
WILLIAMS JONES & ASSOCIATES LLC | 14 | 3 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q2 2019 | 17 |
Calamos Advisors LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 17 |
FIRST MERCANTILE TRUST CO | 15 | 2 | 0.08% | 0.17% | 0.30% | Q2 2016 | Q3 2021 | 17 |
BLACKHILL CAPITAL INC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2020 | 17 |
BROWN BROTHERS HARRIMAN & CO | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 17 |
C.V. Starr & Co., Inc. Trust | 17 | 17 | 1.05% | 3.66% | 4.68% | Q1 2016 | Q1 2020 | 17 |
ExodusPoint Capital Management, LP | 16 | 16 | 0.00% | 0.23% | 0.69% | Q4 2019 | Q3 2023 | 17 |
Arosa Capital Management LP | 10 | 1 | 0.32% | 1.75% | 4.20% | Q3 2016 | Q3 2022 | 17 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.09% | 0.42% | Q3 2014 | Q3 2023 | 17 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.07% | 0.32% | Q3 2014 | Q3 2022 | 17 |
Candriam S.C.A. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q4 2022 | 17 |
BANK OF NOVA SCOTIA | 9 | 3 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 17 |
Clal Insurance Enterprises Holdings Ltd | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 16 |
BP CAPITAL FUND ADVISORS, LLC | 16 | 16 | 0.20% | 3.03% | 5.17% | Q1 2016 | Q4 2019 | 16 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
TFG Advisers LLC | 11 | 5 | 0.12% | 0.22% | 0.39% | Q4 2018 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 4 | 0.05% | 0.40% | 1.12% | Q4 2016 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.10% | 0.38% | 2.10% | Q4 2019 | Q3 2023 | 16 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.12% | 0.74% | 1.72% | Q4 2013 | Q3 2023 | 16 |
Fiera Capital Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Simmons Bank | 16 | 16 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q4 2019 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10 | 6 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 11 | 1 | 0.00% | 0.10% | 0.22% | Q2 2014 | Q2 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.10% | 0.25% | 1.17% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 12 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.14% | 0.42% | Q2 2013 | Q2 2023 | 16 |
USCA RIA LLC | 9 | 1 | 0.01% | 0.05% | 0.24% | Q2 2015 | Q2 2021 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 16 |
NAVELLIER & ASSOCIATES INC | 10 | 6 | 0.03% | 0.25% | 0.67% | Q3 2012 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
EXANE DERIVATIVES | 13 | 3 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2019 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.15% | 1.57% | 3.89% | Q2 2015 | Q1 2019 | 16 |
NBW CAPITAL LLC | 16 | 16 | 0.12% | 2.03% | 2.89% | Q2 2013 | Q1 2017 | 16 |
B. Riley Wealth Advisors, Inc. | 11 | 2 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.20% | 0.67% | Q2 2014 | Q2 2022 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BENEDICT FINANCIAL ADVISORS INC | 13 | 2 | 0.10% | 0.30% | 0.66% | Q4 2014 | Q3 2018 | 15 |
MILES CAPITAL, INC. | 15 | 15 | 0.15% | 0.68% | 1.16% | Q3 2016 | Q1 2020 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 4 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 15 |
Holocene Advisors, LP | 9 | 1 | 0.00% | 0.17% | 0.61% | Q4 2017 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 15 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 10 | 5 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 15 |
Highlander Capital Management, LLC | 12 | 3 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q4 2018 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2022 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 15 |
LVW Advisors, LLC | 15 | 15 | 0.06% | 0.26% | 0.54% | Q4 2015 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Center Coast Capital Advisors, LP | 8 | 6 | 0.00% | 3.94% | 6.64% | Q2 2014 | Q4 2017 | 15 |
TPH Asset Management, LLC | 9 | 6 | 0.00% | 1.89% | 3.56% | Q2 2013 | Q4 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
HENNESSY ADVISORS INC | 7 | 7 | 0.14% | 0.27% | 0.48% | Q2 2013 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q1 2020 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Assured Investment Management LLC | 6 | 1 | 0.00% | 0.20% | 0.95% | Q4 2013 | Q1 2019 | 14 |
Nationwide Fund Advisors | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 14 |
Crossmark Global Holdings, Inc. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 14 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q1 2021 | 14 |
JANUS HENDERSON INVESTORS US LLC | 10 | 4 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 14 |
AMERICAN CENTURY COMPANIES INC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 14 |
REAVES W H & CO INC | 14 | 14 | 0.04% | 0.35% | 0.62% | Q3 2016 | Q4 2019 | 14 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 14 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 14 |
Ahrens Investment Partners LLC | 8 | 1 | 0.04% | 0.16% | 0.56% | Q4 2016 | Q1 2023 | 14 |
Adams Asset Advisors, LLC | 14 | 14 | 0.03% | 0.09% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Ballentine Partners, LLC | 7 | 2 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 14 |
LS Investment Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.00% | 0.22% | 0.58% | Q1 2014 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
CYPRESS ASSET MANAGEMENT INC/TX | 7 | 2 | 0.04% | 0.26% | 0.88% | Q2 2013 | Q3 2018 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q2 2019 | 14 |
WHITTIER TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
APG Asset Management N.V. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Jackson Hole Capital Partners, LLC | 10 | 3 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 13 |
BAHL & GAYNOR INC | 10 | 3 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 13 |
Cornerstone Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.28% | 0.76% | 1.21% | Q2 2013 | Q2 2016 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Requisite Capital Management, LLC | 8 | 5 | 0.11% | 0.44% | 1.47% | Q4 2018 | Q1 2022 | 13 |
Meiji Yasuda Asset Management Co Ltd. | 10 | 3 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 13 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.16% | 0.47% | Q1 2015 | Q3 2023 | 13 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 13 | 13 | 0.18% | 0.44% | 0.66% | Q1 2016 | Q1 2019 | 13 |
E&G Advisors, LP | 9 | 4 | 0.10% | 0.44% | 0.84% | Q4 2013 | Q1 2017 | 13 |
ATWOOD & PALMER INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Liberty Mutual Group Asset Management Inc. | 13 | 13 | 0.02% | 0.13% | 0.29% | Q1 2014 | Q1 2017 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2021 | 13 |
Ameritas Investment Partners, Inc. | 10 | 3 | 0.02% | 0.09% | 0.21% | Q3 2013 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.19% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Tarbox Family Office, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 13 |
Recurrent Investment Advisors LLC | 12 | 12 | 2.92% | 4.55% | 5.72% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
AGF INVESTMENTS INC. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q1 2022 | 12 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 5 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.11% | 0.34% | Q1 2016 | Q2 2023 | 12 |
OMERS ADMINISTRATION Corp | 8 | 4 | 0.08% | 0.40% | 0.78% | Q4 2014 | Q4 2019 | 12 |
CINCINNATI INSURANCE CO | 9 | 1 | 0.02% | 0.05% | 0.11% | Q1 2016 | Q2 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 10 | 2 | 0.01% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 11 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 12 |
True North Advisors, LLC | 12 | 12 | 0.06% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 1 | 0.07% | 0.14% | 0.24% | Q4 2013 | Q1 2017 | 12 |
Versor Investments LP | 5 | 1 | 0.02% | 0.09% | 0.17% | Q4 2016 | Q1 2022 | 12 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.58% | 0.86% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Vestmark Advisory Solutions, Inc. | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 12 |
Teza Capital Management LLC | 5 | 1 | 0.06% | 0.27% | 0.94% | Q1 2018 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 5.62% | 6.96% | 8.49% | Q1 2016 | Q4 2018 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
PITCAIRN CO | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Jackson Creek Investment Advisors LLC | 9 | 2 | 0.09% | 0.15% | 0.19% | Q3 2020 | Q2 2023 | 11 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q4 2018 | 11 |
Barnett & Company, Inc. | 11 | 11 | 0.01% | 0.09% | 0.27% | Q1 2016 | Q3 2018 | 11 |
GLOBEFLEX CAPITAL L P | 5 | 1 | 0.07% | 0.16% | 0.26% | Q2 2013 | Q2 2022 | 11 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 10 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Veritable, L.P. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 11 |
Andra AP-fonden | 8 | 3 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.07% | 0.25% | Q2 2016 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
LYELL WEALTH MANAGEMENT, LP | 8 | 3 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 11 |
&PARTNERS | 6 | 5 | 0.34% | 0.53% | 0.84% | Q4 2018 | Q3 2023 | 11 |
Ziegler Capital Management, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 11 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 11 |
Ninepoint Partners LP | 11 | 11 | 0.10% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q4 2021 | 11 |
TCTC Holdings, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 11 |
Principal Street Partners, LLC | 11 | 11 | 0.07% | 0.10% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Estate Counselors, LLC | 11 | 11 | 0.15% | 0.19% | 0.32% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.03% | 0.17% | 0.29% | Q2 2013 | Q4 2015 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2015 | 11 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 11 | 11 | 0.22% | 0.51% | 0.85% | Q1 2013 | Q3 2015 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 1 | 0.04% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.06% | 0.24% | 0.40% | Q2 2013 | Q4 2015 | 11 |
Quadrant Private Wealth Management, LLC | 4 | 1 | 0.08% | 0.13% | 0.21% | Q4 2017 | Q3 2023 | 11 |
STRATEGY ASSET MANAGERS LLC | 9 | 1 | 0.01% | 0.08% | 0.12% | Q3 2013 | Q1 2019 | 10 |
Empowered Funds, LLC | 9 | 1 | 0.12% | 0.27% | 0.76% | Q1 2017 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 10 |
Evercore Wealth Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 10 |
COMMONWEALTH BANK OF AUSTRALIA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 10 |
MML INVESTORS SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Capital Advisors, Ltd. LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 10 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2023 | 10 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.23% | 0.55% | Q2 2016 | Q2 2023 | 10 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10 | 10 | 0.04% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Beirne Wealth Consulting Services, LLC | 10 | 10 | 0.15% | 0.39% | 0.76% | Q2 2020 | Q3 2022 | 10 |
Belpointe Asset Management LLC | 6 | 4 | 0.02% | 0.08% | 0.15% | Q3 2018 | Q1 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
ADAMS NATURAL RESOURCES FUND, INC. | 6 | 4 | 0.38% | 1.08% | 1.48% | Q4 2016 | Q3 2023 | 10 |
Retirement Systems of Alabama | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Symmetry Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2023 | 10 |
American Research & Management Co. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Louisiana State Employees Retirement System | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
TEXAS PERMANENT SCHOOL FUND CORP | 10 | 10 | 0.03% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
AlphaCrest Capital Management LLC | 4 | 2 | 0.02% | 0.03% | 0.08% | Q2 2019 | Q3 2022 | 10 |
PointState Capital LP | 6 | 1 | 0.00% | 1.76% | 4.96% | Q2 2016 | Q1 2022 | 10 |
Ferris Capital, LLC | 10 | 10 | 0.05% | 0.09% | 0.16% | Q2 2017 | Q3 2019 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 4 | 0.01% | 0.18% | 0.73% | Q2 2013 | Q1 2017 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Aureus Asset Management, LLC | 9 | 1 | 0.03% | 1.59% | 2.78% | Q2 2013 | Q3 2018 | 10 |
Checchi Capital Advisers, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 10 |
WealthTrust Axiom LLC | 9 | 1 | 0.08% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 10 |
TCW GROUP INC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q4 2017 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.15% | 0.22% | 0.32% | Q2 2013 | Q3 2015 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Merewether Investment Management, LP | 10 | 10 | 1.36% | 5.69% | 7.79% | Q2 2021 | Q3 2023 | 10 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.03% | 0.25% | Q3 2015 | Q1 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Tredje AP-fonden | 5 | 5 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.15% | 0.41% | Q1 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2018 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 10 |
Alberta Investment Management Corp | 5 | 1 | 0.00% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.20% | 0.39% | Q3 2015 | Q3 2023 | 9 |
State of Tennessee, Treasury Department | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.25% | 0.43% | Q4 2015 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.06% | 0.21% | Q3 2020 | Q2 2023 | 9 |
ALGERT GLOBAL LLC | 4 | 1 | 0.03% | 0.14% | 0.31% | Q2 2014 | Q2 2023 | 9 |
Aventail Capital Group, LP | 5 | 4 | 1.40% | 4.81% | 8.37% | Q4 2020 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 8 | 1 | 0.06% | 0.13% | 0.57% | Q1 2017 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CrestPoint Capital Management, LLC | 9 | 9 | 0.15% | 0.59% | 0.86% | Q4 2013 | Q4 2015 | 9 |
1832 Asset Management L.P. | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q2 2023 | 9 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 9 |
BlackRock Japan Co. Ltd | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2016 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.11% | 0.26% | Q4 2017 | Q4 2022 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.04% | 0.15% | 0.24% | Q4 2013 | Q4 2015 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2018 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
AMJ Financial Wealth Management | 9 | 9 | 0.76% | 2.22% | 3.72% | Q3 2021 | Q3 2023 | 9 |
Dai-ichi Life Holdings, Inc. | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q2 2015 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.09% | 0.15% | 0.29% | Q3 2021 | Q3 2023 | 9 |
TriaGen Wealth Management LLC | 6 | 3 | 0.17% | 0.60% | 1.68% | Q4 2020 | Q1 2023 | 9 |
Copeland Capital Management, LLC | 9 | 9 | 0.03% | 0.22% | 0.47% | Q3 2013 | Q3 2015 | 9 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2022 | 9 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 4 | 2 | 0.08% | 0.11% | 0.14% | Q3 2016 | Q1 2019 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Estabrook Capital Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.11% | 0.71% | Q3 2014 | Q1 2017 | 9 |
Private Capital Advisors, Inc. | 9 | 9 | 0.28% | 0.34% | 0.42% | Q1 2016 | Q1 2018 | 9 |
Vantage Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
Global Endowment Management, LP | 7 | 2 | 0.11% | 0.29% | 0.77% | Q2 2013 | Q4 2015 | 9 |
Friedberg Investment Management | 9 | 9 | 0.41% | 0.70% | 1.00% | Q2 2013 | Q2 2015 | 9 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q4 2018 | 9 |
NATIXIS | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.02% | 0.18% | 0.27% | Q2 2013 | Q2 2015 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.12% | 0.28% | Q4 2014 | Q1 2020 | 9 |
Westbourne Investment Advisors, Inc. | 8 | 1 | 0.12% | 0.29% | 0.47% | Q1 2016 | Q3 2018 | 9 |
Centre Asset Management, LLC | 7 | 2 | 0.09% | 0.13% | 0.15% | Q3 2019 | Q4 2023 | 9 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.14% | 0.36% | Q2 2015 | Q3 2023 | 9 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 8 |
ASSETMARK, INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 8 |
GAM Holding AG | 6 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2017 | 8 |
Virtus ETF Advisers LLC | 7 | 1 | 0.01% | 0.54% | 1.65% | Q1 2016 | Q3 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q2 2022 | 8 |
ZACKS INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fidelity National Financial, Inc. | 8 | 8 | 0.44% | 0.68% | 0.96% | Q3 2016 | Q2 2018 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q1 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
PAYDEN & RYGEL | 4 | 4 | 0.82% | 1.45% | 2.22% | Q4 2013 | Q2 2019 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q4 2019 | 8 |
VIKING FUND MANAGEMENT LLC | 4 | 4 | 0.36% | 1.51% | 2.35% | Q4 2018 | Q3 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.01% | 0.12% | 0.35% | Q4 2017 | Q3 2019 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.16% | 0.36% | Q4 2019 | Q3 2023 | 8 |
SECOR Capital Advisors, LP | 3 | 1 | 0.03% | 0.32% | 0.82% | Q3 2014 | Q1 2019 | 8 |
Antonetti Capital Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q1 2023 | 8 |
Mn Services Vermogensbeheer B.V. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.02% | 0.11% | 0.20% | Q2 2020 | Q1 2022 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.18% | 0.67% | 1.03% | Q1 2018 | Q4 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Hudson Bay Capital Management LP | 3 | 1 | 0.03% | 0.59% | 2.00% | Q2 2014 | Q2 2022 | 8 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 8 |
KANALY TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 2.85% | 4.42% | 7.74% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Bramshill Investments, LLC | 8 | 8 | 0.24% | 0.49% | 0.76% | Q2 2017 | Q1 2019 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.04% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 8 |
Port Capital LLC | 4 | 4 | 0.02% | 0.66% | 1.40% | Q4 2017 | Q4 2019 | 8 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
National Pension Service | 5 | 3 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Texas Yale Capital Corp. | 2 | 2 | 0.02% | 0.05% | 0.13% | Q1 2015 | Q3 2018 | 8 |
Spire Wealth Management | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 5 | 1 | 0.03% | 0.45% | 0.77% | Q1 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.00% | 0.19% | 0.52% | Q4 2013 | Q3 2023 | 8 |
Oliver Luxxe Assets LLC | 8 | 8 | 0.03% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Canton Hathaway, LLC | 8 | 8 | 0.03% | 0.13% | 0.24% | Q3 2018 | Q2 2020 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.03% | 0.10% | 0.17% | Q1 2020 | Q4 2021 | 8 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 8 | 8 | 0.24% | 0.37% | 0.44% | Q1 2016 | Q4 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 8 |
SEEYOND | 6 | 2 | 0.04% | 0.23% | 1.26% | Q4 2018 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Banque Cantonale Vaudoise | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
COWEN INC. | 4 | 4 | 0.00% | 0.20% | 0.44% | Q3 2018 | Q2 2019 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
AJO, LP | 6 | 2 | 0.00% | 0.06% | 0.25% | Q3 2013 | Q1 2019 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 8 | 0.11% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
MENTA CAPITAL LLC | 2 | 1 | 0.04% | 0.11% | 0.36% | Q4 2014 | Q2 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
WEXFORD CAPITAL LP | 3 | 1 | 0.07% | 1.47% | 2.40% | Q2 2017 | Q3 2023 | 8 |
Asset Dedication, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 8 |
TIDE POINT CAPITAL MANAGEMENT, LP | 6 | 1 | 0.27% | 2.17% | 4.38% | Q1 2015 | Q2 2017 | 8 |
WASHINGTON TRUST BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 8 |
Highstreet Asset Management Inc. | 5 | 3 | 0.02% | 0.08% | 0.29% | Q1 2017 | Q4 2019 | 8 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q4 2019 | 7 |
Forward Management, LLC | 3 | 1 | 0.03% | 0.12% | 0.46% | Q2 2013 | Q4 2016 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Franklin Square Holdings, L.P. | 7 | 7 | 0.69% | 1.67% | 3.31% | Q1 2017 | Q3 2018 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
ArchPoint Investors | 7 | 7 | 0.01% | 0.06% | 0.09% | Q1 2017 | Q3 2018 | 7 |
Eventide Asset Management | 7 | 7 | 0.04% | 0.34% | 0.88% | Q1 2022 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.06% | 0.14% | 0.34% | Q2 2013 | Q4 2016 | 7 |
WADE G W & INC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2016 | Q3 2017 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.70% | 0.74% | 0.82% | Q1 2022 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.11% | 0.14% | 0.16% | Q1 2017 | Q2 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MV CAPITAL MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Whetstone Capital Advisors, LLC | 4 | 1 | 0.06% | 1.99% | 3.06% | Q1 2015 | Q3 2018 | 7 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.00% | 0.07% | 0.20% | Q1 2013 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.05% | 0.14% | Q3 2020 | Q3 2023 | 7 |
GLG LLC | 4 | 3 | 0.03% | 0.08% | 0.17% | Q1 2015 | Q4 2017 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q3 2021 | 7 |
Castleton Investment Management LLC | 4 | 1 | 0.11% | 0.66% | 1.56% | Q4 2016 | Q1 2019 | 7 |
CSS LLC/IL | 2 | 1 | 0.02% | 0.13% | 0.21% | Q1 2014 | Q3 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.02% | 0.21% | 0.45% | Q1 2016 | Q3 2017 | 7 |
Morningstar Investment Management LLC | 7 | 7 | 0.23% | 0.36% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Sourcerock Group LLC | 7 | 7 | 0.46% | 1.03% | 1.29% | Q1 2022 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.10% | 0.19% | Q3 2017 | Q3 2023 | 7 |
Field & Main Bank | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
JCIC Asset Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.03% | 0.19% | 0.44% | Q3 2018 | Q1 2020 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.10% | 0.16% | 0.26% | Q4 2016 | Q2 2018 | 7 |
CIGNA INVESTMENTS INC /NEW | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 3 | 1 | 0.04% | 0.12% | 0.34% | Q3 2020 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2023 | 7 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 7 |
Lavaca Capital LLC | 6 | 1 | 0.04% | 0.46% | 0.81% | Q4 2018 | Q3 2023 | 7 |
ING GROEP NV | 3 | 1 | 0.00% | 0.07% | 0.32% | Q1 2015 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2020 | 7 |
Corient Capital Partners, LLC | 5 | 2 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q3 2022 | 7 |
Moreno Evelyn V | 7 | 7 | 0.06% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
FirstPurpose Wealth LLC | 4 | 3 | 0.12% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Apollo Management Holdings, L.P. | 5 | 2 | 0.14% | 0.25% | 0.39% | Q1 2018 | Q3 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Spark Investment Management LLC | 3 | 2 | 0.11% | 0.34% | 0.60% | Q2 2013 | Q2 2015 | 7 |
Grove Bank & Trust | 4 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 7 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2016 | 7 |
FFT WEALTH MANAGEMENT LLC | 6 | 1 | 0.00% | 0.25% | 0.45% | Q1 2016 | Q2 2021 | 7 |
GUARDIAN CAPITAL LP | 7 | 7 | 0.12% | 0.15% | 0.19% | Q1 2017 | Q3 2018 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 7 |
PRUDENTIAL PLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Zions Bancorporation | 6 | 1 | 0.00% | 0.11% | 0.36% | Q1 2016 | Q3 2018 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CENTRAL BANK & TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 7 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 6 |
AMERICAN FINANCIAL GROUP INC | 6 | 6 | 0.02% | 0.06% | 0.07% | Q4 2018 | Q1 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ARES MANAGEMENT LLC | 6 | 6 | 0.13% | 0.21% | 0.38% | Q1 2018 | Q2 2019 | 6 |
ETF MANAGERS GROUP, LLC | 6 | 6 | 0.03% | 0.17% | 0.64% | Q1 2018 | Q2 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 2 | 0.04% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.16% | Q2 2014 | Q3 2015 | 6 |
GOODWIN DANIEL L | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q3 2016 | 6 |
MACKAY SHIELDS LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 6 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.17% | 0.71% | Q3 2016 | Q3 2022 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.13% | 0.50% | Q2 2016 | Q1 2020 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
SCP Investment, LP | 6 | 6 | 0.32% | 0.44% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
CIBC BANK USA | 5 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 6 |
Omega Advisors Inc. | 6 | 6 | 0.74% | 1.96% | 2.99% | Q1 2015 | Q2 2016 | 6 |
Brandywine Global Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 6 |
Elo Mutual Pension Insurance Co | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Baillie Gifford | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q3 2022 | 6 |
SENTRY INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.04% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 6 |
EDGE ASSET MANAGEMENT, INC | 5 | 1 | 0.05% | 0.27% | 0.38% | Q1 2015 | Q1 2017 | 6 |
Airain ltd | 2 | 1 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2016 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.48% | 1.15% | 1.76% | Q1 2018 | Q2 2019 | 6 |
SFMG, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.08% | 0.31% | Q4 2019 | Q2 2022 | 6 |
Covea Finance | 6 | 6 | 0.31% | 0.49% | 0.58% | Q3 2022 | Q4 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Cumberland Partners Ltd | 5 | 1 | 0.04% | 0.10% | 0.28% | Q1 2019 | Q1 2021 | 6 |
EAM Investors, LLC | 6 | 6 | 0.21% | 0.26% | 0.34% | Q2 2013 | Q3 2014 | 6 |
KB FINANCIAL PARTNERS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.01% | 0.26% | 1.02% | Q3 2019 | Q4 2019 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 6 |
PECONIC PARTNERS LLC | 5 | 1 | 0.14% | 2.71% | 5.25% | Q2 2018 | Q4 2019 | 6 |
Meiji Yasuda Life Insurance Co | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q1 2023 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.06% | 0.13% | 0.41% | Q4 2018 | Q1 2022 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 6 |
B. Metzler seel. Sohn & Co. AG | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WFG Advisors, LP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
RBA Wealth Management, LLC | 6 | 6 | 0.58% | 0.80% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Petrus Trust Company, LTA | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.13% | 0.23% | Q4 2020 | Q2 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Matarin Capital Management, LLC | 6 | 6 | 0.82% | 0.95% | 1.13% | Q2 2013 | Q3 2014 | 6 |
Inspire Investing, LLC | 5 | 1 | 0.00% | 0.07% | 0.27% | Q1 2020 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2023 | 6 |
Johnson Financial Group, LLC | 6 | 6 | 0.18% | 0.22% | 0.30% | Q4 2016 | Q1 2018 | 6 |
Boston Partners | 6 | 6 | 0.01% | 0.07% | 0.09% | Q2 2017 | Q3 2018 | 6 |
SITTNER & NELSON, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Summit Trail Advisors, LLC | 4 | 2 | 0.01% | 0.26% | 0.57% | Q4 2017 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Portman Square Capital LLP | 2 | 2 | 0.01% | 0.27% | 0.78% | Q2 2023 | Q3 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.00% | 0.28% | 0.57% | Q1 2020 | Q4 2023 | 6 |
Veracity Capital LLC | 4 | 2 | 0.09% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 6 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.18% | Q4 2015 | Q4 2019 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Tidal Investments LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Trust Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
HAMILTON LANE ADVISORS LLC | 4 | 2 | 0.27% | 2.40% | 6.73% | Q2 2013 | Q2 2017 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 6 |
Numeric Investors LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 5 |
SEI TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q2 2019 | 5 |
AdvisorShares Investments LLC | 2 | 1 | 0.11% | 0.20% | 0.30% | Q1 2021 | Q3 2023 | 5 |
ROPES WEALTH ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.06% | 0.14% | 0.29% | Q2 2013 | Q3 2015 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 0.32% | 0.41% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2021 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.03% | 0.13% | 0.20% | Q1 2016 | Q1 2017 | 5 |
Ethic Inc. | 4 | 1 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q4 2015 | 5 |
DENVER INVESTMENT ADVISORS LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q1 2017 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Qtron Investments LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
GABELLI FUNDS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.08% | 0.24% | Q3 2019 | Q3 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 2 | 0.03% | 0.06% | 0.11% | Q1 2018 | Q4 2022 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.06% | 0.17% | 0.32% | Q3 2014 | Q4 2017 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.17% | 0.26% | 0.49% | Q4 2016 | Q1 2019 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q2 2017 | 5 |
GeoSphere Capital Management, LLC | 5 | 5 | 0.96% | 2.12% | 3.69% | Q1 2016 | Q1 2017 | 5 |
Gratus Capital, LLC | 3 | 2 | 0.48% | 0.71% | 0.93% | Q1 2015 | Q4 2019 | 5 |
Commonwealth Financial Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Czech National Bank | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Centenus Global Management, LP | 3 | 2 | 0.42% | 0.70% | 0.98% | Q3 2018 | Q1 2020 | 5 |
Ilmarinen Mutual Pension Insurance Co | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 5 |
EQUITEC PROPRIETARY MARKETS, LLC | 4 | 4 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q4 2015 | 5 |
Vantage Consulting Group Inc | 4 | 1 | 0.00% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 5 |
Mount Lucas Management LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q1 2015 | 5 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q2 2022 | 5 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 1 | 0.09% | 0.16% | 0.20% | Q4 2015 | Q2 2018 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.61% | 0.91% | 1.11% | Q4 2018 | Q4 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.05% | 0.17% | 0.37% | Q2 2023 | Q3 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Venturi Wealth Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Pearl River Capital, LLC | 4 | 1 | 0.17% | 0.21% | 0.30% | Q4 2019 | Q2 2021 | 5 |
Quotient Investors, LLC | 5 | 5 | 0.18% | 0.82% | 1.84% | Q4 2014 | Q4 2015 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.04% | 0.15% | Q2 2014 | Q4 2018 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WEALTHSPAN PARTNERS, LLC | 4 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 5 |
Cornerstone Capital, Inc. | 4 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Benefit Street Partners LLC | 4 | 1 | 0.07% | 0.23% | 0.32% | Q1 2019 | Q4 2021 | 5 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.19% | 0.20% | 0.22% | Q2 2022 | Q2 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Soros Fund Management | 3 | 1 | 0.02% | 0.13% | 0.26% | Q3 2016 | Q4 2018 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.03% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 5 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.15% | 0.33% | Q4 2020 | Q3 2023 | 5 |
NumerixS Investment Technologies Inc | 3 | 2 | 0.07% | 0.16% | 0.32% | Q2 2016 | Q2 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Angeles Investment Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.22% | Q4 2018 | Q4 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Samson Capital Management, LLC | 5 | 5 | 1.53% | 5.74% | 7.71% | Q2 2018 | Q2 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
USS Investment Management Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 5 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 5 |
RFG Advisory, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Community Bank, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Blue Rock Advisors, LLC | 3 | 1 | 2.24% | 3.13% | 4.80% | Q1 2018 | Q2 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.18% | 0.26% | 0.31% | Q1 2014 | Q4 2014 | 4 |
Kentucky Retirement Systems | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Teilinger Capital Ltd. | 3 | 1 | 2.64% | 32.68% | 79.32% | Q1 2017 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.02% | 0.23% | 0.67% | Q2 2016 | Q4 2018 | 4 |
L & S Advisors Inc | 4 | 4 | 0.22% | 0.39% | 0.60% | Q4 2013 | Q3 2014 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.26% | 0.28% | 0.28% | Q1 2019 | Q4 2019 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.15% | 0.32% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.10% | 0.18% | Q3 2020 | Q4 2022 | 4 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.05% | 0.10% | Q2 2014 | Q2 2015 | 4 |
Norinchukin Bank, The | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q1 2014 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Syntal Capital Partners, LLC | 2 | 2 | 0.26% | 0.28% | 0.32% | Q1 2014 | Q1 2017 | 4 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.18% | 0.26% | 0.33% | Q1 2023 | Q2 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
SCOPIA CAPITAL MANAGEMENT LP | 4 | 4 | 1.43% | 1.69% | 1.93% | Q1 2017 | Q4 2017 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 4 |
CLEAR STREET MARKETS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 4 |
Arlington Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 4 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.13% | 0.22% | Q2 2021 | Q2 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q1 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 6.05% | 6.73% | 7.87% | Q4 2017 | Q3 2018 | 4 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.51% | 0.66% | 0.76% | Q3 2018 | Q4 2019 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 1 | 0.25% | 0.61% | 1.04% | Q2 2016 | Q4 2017 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
SYNTAX ADVISORS, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 4 | 0.02% | 0.11% | 0.28% | Q4 2014 | Q3 2015 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 4 |
GIOVINE CAPITAL GROUP LLC | 4 | 4 | 1.85% | 2.27% | 3.18% | Q2 2014 | Q1 2015 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.02% | 0.09% | 0.25% | Q4 2017 | Q3 2020 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q4 2022 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 4 |
BRIGADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.21% | 0.70% | 0.99% | Q1 2018 | Q4 2018 | 4 |
DEERE & CO | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2015 | 4 |
BP PLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Well Done, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q1 2019 | 4 |
Archer Investment Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 4 |
Wedmont Private Capital | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
River Wealth Advisors LLC | 3 | 1 | 0.10% | 0.16% | 0.24% | Q1 2017 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
OSSIAM | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Fernwood Investment Management, LLC | 3 | 1 | 0.17% | 0.20% | 0.23% | Q2 2014 | Q1 2017 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 4 |
Aperture Investors, LLC | 4 | 4 | 0.17% | 0.24% | 0.36% | Q1 2021 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 0.29% | 0.58% | 0.75% | Q2 2022 | Q1 2023 | 4 |
Spouting Rock Asset Management, LLC | 4 | 4 | 0.06% | 0.19% | 0.27% | Q4 2019 | Q3 2020 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.24% | 0.38% | Q4 2021 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 4 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 4 | 0.14% | 0.35% | 0.78% | Q2 2016 | Q1 2017 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Kentucky Retirement Systems Insurance Trust Fund | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.62% | 0.83% | 1.05% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Heritage Wealth Management, Inc./Texas | 4 | 4 | 0.33% | 0.38% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Atom Investors LP | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2017 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2014 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
TVR Capital Management LP | 2 | 1 | 0.16% | 2.56% | 9.00% | Q2 2017 | Q1 2019 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.65% | 1.25% | 1.84% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 4 |
Next Level Private LLC | 2 | 1 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 2 | 1 | 0.15% | 0.26% | 0.41% | Q4 2020 | Q2 2022 | 4 |
TLP GROUP LLC | 3 | 3 | 0.00% | 0.07% | 0.15% | Q3 2017 | Q1 2018 | 3 |
HighPoint Advisor Group LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2018 | Q3 2018 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2014 | Q1 2015 | 3 |
THOMAS WHITE INTERNATIONAL LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BARDIN HILL MANAGEMENT PARTNERS LP | 3 | 3 | 0.20% | 0.33% | 0.46% | Q3 2014 | Q1 2015 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Hexagon Capital Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Gator Capital Management, LLC | 3 | 3 | 1.00% | 1.07% | 1.11% | Q4 2014 | Q2 2015 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ClearBridge Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.08% | 0.14% | Q3 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2017 | Q3 2017 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Texan Capital Management | 3 | 3 | 0.39% | 0.40% | 0.40% | Q2 2017 | Q4 2017 | 3 |
Wilks Brothers, LLC | 3 | 3 | 0.06% | 0.12% | 0.21% | Q2 2018 | Q4 2018 | 3 |
Bornite Capital Management LP | 3 | 3 | 0.15% | 1.36% | 3.76% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.23% | 0.35% | 0.47% | Q4 2021 | Q2 2023 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BURNEY CO/ | 3 | 3 | 0.20% | 0.33% | 0.52% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.70% | 1.76% | 2.56% | Q3 2019 | Q1 2020 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Soroban Capital Partners LP | 3 | 3 | 0.07% | 0.24% | 0.55% | Q3 2015 | Q1 2016 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q1 2023 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.05% | 0.08% | 0.13% | Q3 2017 | Q3 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q1 2017 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.14% | 0.22% | Q3 2018 | Q4 2019 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Integrity Advisory, LLC | 3 | 3 | 0.35% | 0.44% | 0.56% | Q2 2022 | Q4 2022 | 3 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.12% | 0.13% | 0.15% | Q2 2016 | Q1 2019 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.63% | 0.68% | 0.74% | Q1 2018 | Q3 2018 | 3 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OFI Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.19% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Maven Securities LTD | 2 | 1 | 0.00% | 0.20% | 0.60% | Q3 2018 | Q3 2023 | 3 |
Eagle Ridge Investment Management | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2014 | Q3 2014 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Belmont Global Advisors, Inc. | 2 | 1 | 0.40% | 0.75% | 1.01% | Q2 2014 | Q2 2015 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 3 |
FCF Advisors LLC | 3 | 3 | 0.28% | 0.49% | 0.63% | Q3 2022 | Q1 2023 | 3 |
Values First Advisors, Inc. | 3 | 3 | 0.12% | 0.27% | 0.49% | Q1 2023 | Q3 2023 | 3 |
BANCORPSOUTH INC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q4 2016 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q1 2016 | 3 |
Hardman Johnston Global Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.44% | 0.48% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Telemark Asset Management, LLC | 3 | 3 | 1.12% | 1.83% | 2.37% | Q2 2022 | Q4 2022 | 3 |
Natixis Investment Managers International | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2018 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q1 2017 | Q3 2017 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.05% | 0.29% | 0.61% | Q4 2021 | Q2 2022 | 3 |
Global Thematic Partners, LLC | 3 | 3 | 0.15% | 0.49% | 0.72% | Q1 2015 | Q3 2015 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 3 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q4 2019 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Quinn Opportunity Partners LLC | 3 | 3 | 0.12% | 0.25% | 0.35% | Q1 2015 | Q3 2015 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.16% | 1.67% | 3.40% | Q2 2017 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
NEW AMSTERDAM PARTNERS LLC/NY | 3 | 3 | 0.32% | 0.53% | 0.68% | Q2 2016 | Q4 2016 | 3 |
Stonepeak GP Investors Manager LLC | 2 | 1 | 75.47% | 80.34% | 86.93% | Q4 2016 | Q3 2017 | 3 |
Summit Global Investments | 3 | 3 | 0.14% | 0.18% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quaero Capital S.A. | 2 | 1 | 0.91% | 1.17% | 1.57% | Q1 2022 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.08% | 0.41% | 0.68% | Q3 2015 | Q3 2017 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q1 2022 | 3 |
Taylor Wealth Management Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.88% | 1.15% | 1.64% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
LNZ Capital LP | 2 | 1 | 0.26% | 3.37% | 8.65% | Q4 2015 | Q1 2017 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.19% | 0.25% | Q1 2021 | Q1 2023 | 3 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2013 | Q1 2014 | 2 |
USA MUTUALS ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 2 | 2 | 0.27% | 0.36% | 0.45% | Q4 2013 | Q1 2014 | 2 |
Capital Impact Advisors, LLC | 2 | 2 | 0.51% | 0.53% | 0.56% | Q3 2016 | Q4 2016 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q4 2022 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 5.27% | 5.91% | 6.54% | Q3 2018 | Q4 2018 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q2 2016 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
EJF Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.76% | 0.79% | 0.81% | Q2 2019 | Q3 2019 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q4 2016 | 2 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.07% | 0.69% | 1.30% | Q1 2022 | Q1 2023 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.08% | 0.14% | Q3 2016 | Q1 2017 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.22% | 0.28% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 2 |
Passport Capital, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 2 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2018 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.27% | 0.53% | Q4 2017 | Q4 2018 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2015 | Q2 2015 | 2 |
Grace Capital | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2019 | Q4 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Tiger Eye Capital LLC | 2 | 2 | 1.59% | 2.12% | 2.64% | Q2 2014 | Q3 2014 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2014 | 2 |
F&C Asset Management plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
PORTOLA GROUP INC /CA | 2 | 2 | 0.38% | 0.39% | 0.39% | Q1 2015 | Q2 2015 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.24% | 0.34% | 0.45% | Q1 2020 | Q3 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MidWestOne Financial Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.27% | 0.45% | 0.63% | Q1 2016 | Q3 2016 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
JANA PARTNERS LLC | 2 | 2 | 0.03% | 0.17% | 0.31% | Q4 2015 | Q1 2016 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2015 | Q2 2015 | 2 |
Oxbow Advisors, LLC | 1 | 1 | 0.02% | 0.30% | 0.57% | Q2 2015 | Q1 2022 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.12% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2014 | Q2 2014 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.03% | 0.14% | 0.24% | Q1 2015 | Q2 2015 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2020 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.62% | 0.63% | 0.64% | Q2 2019 | Q3 2019 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CenturyLink Investment Management Co | 2 | 2 | 0.10% | 0.16% | 0.21% | Q3 2014 | Q4 2014 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.46% | 0.53% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 2 |
AlpInvest Partners B.V. | 2 | 2 | 2.83% | 3.32% | 3.82% | Q1 2013 | Q2 2013 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.36% | 0.40% | 0.44% | Q1 2019 | Q2 2019 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q2 2020 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.87% | 1.04% | 1.20% | Q1 2023 | Q3 2023 | 2 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.11% | 0.12% | 0.13% | Q2 2016 | Q4 2016 | 2 |
Busey Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
ADELL HARRIMAN & CARPENTER INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Advisor Resource Council | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 2 |
Scoria Capital Partners LP | 2 | 2 | 2.66% | 2.72% | 2.79% | Q2 2017 | Q3 2017 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q2 2016 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
BEACONLIGHT CAPITAL, LLC | 2 | 2 | 1.38% | 1.57% | 1.76% | Q2 2013 | Q3 2013 | 2 |
Skylands Capital, LLC | 2 | 2 | 0.15% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Patriot Wealth Management, Inc. | 2 | 2 | 0.60% | 0.79% | 0.98% | Q2 2015 | Q3 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Resolution Capital Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2017 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q3 2014 | Q1 2018 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.46% | 1.08% | 1.69% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.78% | 0.88% | 0.97% | Q4 2016 | Q1 2017 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.23% | 0.43% | Q1 2023 | Q2 2023 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.77% | 0.89% | 1.02% | Q4 2022 | Q2 2023 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.94% | 1.04% | 1.14% | Q1 2022 | Q3 2022 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q3 2017 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.79% | 1.28% | 1.77% | Q3 2019 | Q4 2019 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.27% | 0.58% | 0.88% | Q4 2016 | Q1 2017 | 2 |
TOBAM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 2 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Invictus RG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arkos Global Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
TRAVELERS COMPANIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Diametric Capital, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Kepos Capital LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2014 | Q2 2014 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2014 | Q2 2014 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
Somerset Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MITCHELL GROUP INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Third Point | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2016 | Q1 2016 | 1 |
Lloyds Banking Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Senator Investment Group LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Palestra Capital Management LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2013 | Q4 2013 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Signition LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
DELPHI FINANCIAL GROUP, INC. | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2014 | Q2 2014 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Range Financial Group LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gerstein Fisher | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2014 | Q3 2014 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Atalan Capital Partners, LP | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2016 | Q1 2016 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2018 | Q4 2018 | 1 |
Manteio Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SeaStone Capital Management, L.P. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2014 | Q4 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
CHOREO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Covalis Capital LLP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 4.91% | 4.91% | 4.91% | Q1 2019 | Q1 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Maple Rock Capital Partners | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2016 | Q2 2016 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 7.13% | 7.13% | 7.13% | Q2 2013 | Q2 2013 | 1 |
GOFF JOHN C | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HERNDON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2013 | Q4 2013 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2015 | Q2 2015 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venor Capital Management LP | 1 | 1 | 15.04% | 15.04% | 15.04% | Q3 2016 | Q3 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2014 | Q2 2014 | 1 |
Hartree Partners, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2018 | Q3 2018 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2016 | Q2 2016 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
AKANTHOS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q1 2015 | Q1 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Symmetry Investments LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
H2O AM LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2014 | Q3 2014 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Samson Rock Capital LLP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2022 | Q1 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Diameter Capital Partners LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2014 | Q4 2014 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BANCED CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2018 | Q3 2018 | 1 |
TradeLink Capital LLC | 1 | 1 | 6.08% | 6.08% | 6.08% | Q1 2022 | Q1 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Praesidis Advisors LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2013 | Q2 2013 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Wealth Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Sheets Smith Investment Management | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2022 | Q1 2022 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Nippon Life Global Investors Americas, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2015 | Q2 2015 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2017 | Q3 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Everett Capital Advisors UK LLP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2018 | Q4 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 2.74% | 2.74% | 2.74% | Q2 2015 | Q2 2015 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2020 | Q4 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2022 | Q1 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2016 | Q1 2016 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own TARGA RES CORP or have owned TARGA RES CORP in the past.