Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32 | 32 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 89 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.05% | 0.47% | Q4 2015 | Q3 2023 | 87 |
Citadel Advisors | 30 | 3 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2023 | 86 |
WOLVERINE TRADING, LLC | 17 | 4 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 73 |
CITIGROUP INC | 29 | 3 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 64 |
UBS Group AG | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 23 | 1 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 56 |
Walleye Trading LLC | 21 | 1 | 0.00% | 0.06% | 0.32% | Q3 2016 | Q3 2023 | 55 |
MILLENNIUM MANAGEMENT LLC | 23 | 1 | 0.00% | 0.02% | 0.17% | Q3 2015 | Q3 2023 | 54 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.08% | 0.48% | Q3 2018 | Q3 2023 | 54 |
JANE STREET GROUP, LLC | 22 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 53 |
GOLDMAN SACHS GROUP INC | 27 | 1 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 53 |
BARCLAYS PLC | 33 | 33 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 51 |
BANK OF MONTREAL /CAN/ | 28 | 2 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q3 2023 | 51 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 49 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2023 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 31 | 1 | 0.00% | 0.05% | 0.20% | Q3 2015 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 44 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 4 | 0.00% | 0.12% | 0.78% | Q2 2018 | Q3 2023 | 40 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 40 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 4 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q4 2022 | 38 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 37 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.05% | 0.28% | Q1 2016 | Q3 2023 | 36 |
Squarepoint Ops LLC | 11 | 1 | 0.00% | 0.04% | 0.22% | Q2 2017 | Q2 2023 | 36 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.04% | 0.21% | Q3 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 25 | 7 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
STATE STREET CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
FMR LLC | 33 | 33 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 33 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
FIFTH THIRD BANCORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
BlackRock Inc. | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.02% | 0.15% | Q3 2015 | Q3 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 33 | 33 | 0.00% | 0.03% | 0.12% | Q3 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
VANGUARD GROUP INC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
MORGAN STANLEY | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
PRINCIPAL FINANCIAL GROUP INC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
AMERICAN INTERNATIONAL GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
PRUDENTIAL FINANCIAL INC | 28 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
CWM, LLC | 23 | 8 | 0.00% | 0.08% | 0.43% | Q4 2015 | Q3 2023 | 31 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 31 |
Jefferies Group LLC | 17 | 1 | 0.00% | 0.05% | 0.33% | Q3 2016 | Q2 2022 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.05% | 0.53% | Q1 2016 | Q3 2023 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 27 | 3 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 30 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.00% | 0.31% | 0.76% | Q2 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2023 | 29 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Creative Planning | 21 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 19 | 4 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 27 | 2 | 0.00% | 0.13% | 0.66% | Q3 2015 | Q3 2023 | 29 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 28 | 28 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Bellevue Group AG | 27 | 27 | 0.07% | 0.92% | 4.20% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 25 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 27 |
VOYA INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Baillie Gifford | 27 | 27 | 0.01% | 0.32% | 0.97% | Q1 2017 | Q3 2023 | 27 |
GILDER GAGNON HOWE & CO LLC | 27 | 27 | 0.00% | 0.70% | 1.97% | Q3 2015 | Q1 2022 | 27 |
Russell Investments Group, Ltd. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
DF DENT & CO INC | 27 | 27 | 0.01% | 0.06% | 0.20% | Q3 2015 | Q1 2022 | 27 |
FIRST TRUST ADVISORS LP | 26 | 26 | 0.00% | 0.09% | 0.36% | Q2 2017 | Q3 2023 | 26 |
ARK Investment Management | 24 | 24 | 0.00% | 2.44% | 5.86% | Q4 2017 | Q3 2023 | 26 |
AMALGAMATED BANK | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
RAYMOND JAMES TRUST N.A. | 26 | 26 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
AQR Capital Management | 26 | 26 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 23 | 3 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 26 |
Caption Management, LLC | 12 | 1 | 0.00% | 0.17% | 0.72% | Q4 2017 | Q1 2022 | 26 |
First Horizon Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 4 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
SECTORAL ASSET MANAGEMENT INC | 26 | 26 | 0.31% | 2.59% | 6.14% | Q3 2015 | Q4 2021 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 26 |
MACQUARIE GROUP LTD | 26 | 26 | 0.00% | 0.06% | 0.34% | Q2 2016 | Q3 2022 | 26 |
FORMULA GROWTH LTD | 25 | 25 | 0.05% | 0.28% | 0.74% | Q2 2016 | Q2 2022 | 25 |
Man Group plc | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
BALDWIN BROTHERS LLC/MA | 25 | 25 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q4 2023 | 25 |
PEREGRINE CAPITAL MANAGEMENT LLC | 25 | 25 | 0.00% | 0.67% | 1.58% | Q3 2016 | Q3 2022 | 25 |
HUNTINGTON NATIONAL BANK | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
GAMCO INVESTORS, INC. ET AL | 24 | 24 | 0.01% | 0.13% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 24 | 24 | 0.01% | 0.09% | 0.29% | Q4 2017 | Q3 2023 | 24 |
State of New Jersey Common Pension Fund D | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 2 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 24 |
AMERICAN CENTURY COMPANIES INC | 24 | 24 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Parallel Advisors, LLC | 21 | 3 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Tradewinds Capital Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 24 |
GABELLI FUNDS LLC | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 7 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 24 |
MONTAG A & ASSOCIATES INC | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 23 |
TUDOR INVESTMENT CORP ET AL | 9 | 3 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 23 |
SG Americas Securities, LLC | 18 | 5 | 0.00% | 0.04% | 0.21% | Q4 2017 | Q3 2023 | 23 |
METROPOLITAN LIFE INSURANCE CO/NY | 23 | 23 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q4 2021 | 23 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 23 | 23 | 0.51% | 1.95% | 4.63% | Q2 2016 | Q4 2021 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.03% | 0.22% | Q2 2018 | Q3 2023 | 22 |
HSBC HOLDINGS PLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 22 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 22 | 22 | 0.56% | 3.10% | 6.74% | Q1 2017 | Q2 2022 | 22 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.08% | 0.36% | Q3 2019 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 20 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.01% | 0.04% | 0.16% | Q4 2016 | Q1 2022 | 22 |
DekaBank Deutsche Girozentrale | 16 | 5 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 19 | 3 | 0.01% | 0.06% | 0.30% | Q1 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.02% | 0.09% | 0.25% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 21 | 1 | 0.00% | 0.07% | 0.32% | Q3 2015 | Q3 2023 | 22 |
NORGES BANK | 22 | 22 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 22 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q3 2023 | 22 |
CREDIT AGRICOLE S A | 22 | 22 | 0.01% | 0.06% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 22 |
Capital World Investors | 12 | 9 | 0.00% | 0.05% | 0.19% | Q2 2016 | Q3 2021 | 21 |
Sigma Planning Corp | 18 | 3 | 0.01% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 21 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 17 | 4 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SHELL ASSET MANAGEMENT CO | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2022 | 21 |
Rockefeller Capital Management L.P. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
QUADRANT CAPITAL GROUP LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 19 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2023 | 21 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 1 | 0.00% | 0.07% | 0.30% | Q3 2017 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
STRS OHIO | 20 | 1 | 0.00% | 0.05% | 0.11% | Q3 2015 | Q1 2022 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.01% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
M&T BANK CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
BRANDYWINE MANAGERS, LLC | 20 | 20 | 0.06% | 0.97% | 5.72% | Q3 2017 | Q2 2022 | 20 |
OneDigital Investment Advisors LLC | 12 | 5 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2021 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 20 | 20 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 11 | 1 | 0.00% | 0.07% | 0.28% | Q3 2017 | Q2 2023 | 20 |
Handelsbanken Fonder AB | 18 | 2 | 0.00% | 0.20% | 0.50% | Q2 2018 | Q3 2023 | 20 |
EMERALD MUTUAL FUND ADVISERS TRUST | 20 | 20 | 0.02% | 0.73% | 1.46% | Q2 2015 | Q1 2020 | 20 |
Nikko Asset Management Americas, Inc. | 20 | 20 | 0.00% | 2.26% | 4.49% | Q4 2018 | Q3 2023 | 20 |
RIVERBRIDGE PARTNERS LLC | 20 | 20 | 0.21% | 1.16% | 2.95% | Q2 2017 | Q1 2022 | 20 |
KBC Group NV | 20 | 20 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q1 2023 | 20 |
EMERALD ADVISERS, LLC | 20 | 20 | 0.01% | 0.75% | 1.60% | Q2 2015 | Q1 2020 | 20 |
TD ASSET MANAGEMENT INC | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 20 |
FRED ALGER MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.08% | 0.43% | Q3 2015 | Q1 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Bridgecreek Investment Management, LLC | 20 | 20 | 0.56% | 2.60% | 6.12% | Q2 2017 | Q1 2022 | 20 |
CAAS CAPITAL MANAGEMENT LP | 9 | 9 | 0.00% | 0.09% | 0.25% | Q1 2020 | Q1 2022 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.00% | 0.04% | 0.17% | Q3 2017 | Q2 2022 | 20 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
BLUESTEIN R H & CO LLC | 19 | 19 | 0.01% | 0.10% | 1.23% | Q3 2017 | Q1 2022 | 19 |
TCI Wealth Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 19 |
FineMark National Bank & Trust | 13 | 6 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2021 | 19 |
JENNISON ASSOCIATES LLC | 18 | 1 | 0.03% | 0.19% | 1.05% | Q3 2015 | Q3 2021 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 15 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
AXA S.A. | 19 | 19 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q2 2023 | 19 |
Allworth Financial LP | 11 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 13 | 1 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 19 |
Financial Architects, Inc | 7 | 6 | 0.00% | 0.06% | 0.31% | Q1 2018 | Q3 2021 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.03% | 0.18% | 0.37% | Q1 2017 | Q3 2021 | 19 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 2 | 0.00% | 0.08% | 0.23% | Q2 2017 | Q1 2022 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.01% | 0.24% | 0.62% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 19 |
Versant Capital Management, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 19 |
Elk Creek Partners, LLC | 19 | 19 | 0.44% | 0.68% | 1.00% | Q3 2015 | Q1 2020 | 19 |
NVWM, LLC | 19 | 19 | 0.00% | 0.13% | 0.77% | Q4 2017 | Q2 2022 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2023 | 18 |
Janney Montgomery Scott LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2022 | 18 |
ETF MANAGERS GROUP, LLC | 14 | 1 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q1 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
ProShare Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
North Star Investment Management Corp. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
WESTWOOD MANAGEMENT CORP /IL/ | 18 | 18 | 0.02% | 3.55% | 11.58% | Q2 2017 | Q3 2021 | 18 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.07% | 0.26% | Q3 2019 | Q1 2022 | 18 |
Reynders McVeigh Capital Management, LLC | 18 | 18 | 0.02% | 1.40% | 3.12% | Q1 2018 | Q2 2022 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.15% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 18 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16 | 2 | 0.01% | 0.01% | 0.11% | Q3 2016 | Q1 2021 | 18 |
FDx Advisors, Inc. | 16 | 2 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PROFUND ADVISORS LLC | 16 | 1 | 0.01% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 17 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 17 |
C WorldWide Group Holding A/S | 12 | 5 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 17 |
BROWN ADVISORY INC | 6 | 2 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q2 2021 | 17 |
Nicholas Investment Partners, LP | 16 | 1 | 0.13% | 0.83% | 2.21% | Q3 2015 | Q4 2020 | 17 |
ADVISORY RESEARCH INC | 17 | 17 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q1 2021 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
MetLife Investment Management, LLC | 10 | 7 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 17 |
Cito Capital Group, LLC | 13 | 4 | 0.13% | 0.50% | 1.01% | Q2 2019 | Q3 2023 | 17 |
HOWE & RUSLING INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 17 |
WADDELL & REED FINANCIAL INC | 17 | 17 | 0.05% | 0.32% | 0.85% | Q1 2017 | Q1 2021 | 17 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.11% | 0.45% | Q1 2017 | Q2 2023 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 2 | 0.00% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q4 2023 | 17 |
TIVERTON ASSET MANAGEMENT LLC | 17 | 17 | 0.06% | 0.36% | 0.63% | Q3 2015 | Q3 2019 | 17 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2022 | 17 |
Nikulski Financial, Inc. | 17 | 17 | 0.11% | 0.75% | 1.47% | Q3 2018 | Q3 2022 | 17 |
AUA CAPITAL MANAGEMENT, LLC | 9 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 17 |
Avior Wealth Management, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.07% | 0.31% | Q4 2019 | Q3 2023 | 17 |
TORONTO DOMINION BANK | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 17 |
NJ State Employees Deferred Compensation Plan | 17 | 17 | 0.04% | 0.13% | 0.32% | Q1 2018 | Q1 2022 | 17 |
Chicago Capital, LLC | 17 | 17 | 0.02% | 0.12% | 0.31% | Q1 2018 | Q1 2022 | 17 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.01% | 0.13% | Q1 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 15 | 2 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2022 | 17 |
CSS LLC/IL | 4 | 1 | 0.00% | 0.06% | 0.18% | Q2 2019 | Q4 2021 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Mutual Advisors, LLC | 16 | 16 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.00% | 0.17% | 0.53% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Motley Fool Wealth Management, LLC | 16 | 16 | 0.25% | 0.64% | 1.14% | Q2 2018 | Q1 2022 | 16 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.09% | 0.70% | Q2 2017 | Q1 2022 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 16 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q1 2021 | 16 |
MUFG Americas Holdings Corp | 11 | 5 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2022 | 16 |
Truvestments Capital LLC | 15 | 1 | 0.01% | 0.16% | 0.47% | Q3 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 16 | 16 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Motley Fool Asset Management LLC | 16 | 16 | 0.37% | 0.93% | 1.94% | Q2 2018 | Q1 2022 | 16 |
Manchester Capital Management LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Buckley Wealth Management, LLC | 16 | 16 | 0.11% | 0.28% | 0.53% | Q4 2017 | Q3 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 12 | 4 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 13 | 13 | 0.00% | 0.04% | 0.23% | Q3 2020 | Q3 2023 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
Triodos Investment Management BV | 16 | 16 | 0.69% | 1.33% | 2.02% | Q2 2018 | Q1 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.21% | 0.74% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 16 | 16 | 0.20% | 0.48% | 0.82% | Q1 2017 | Q4 2020 | 16 |
Evanson Asset Management, LLC | 16 | 16 | 0.02% | 0.10% | 0.22% | Q1 2018 | Q4 2021 | 16 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 6 | 2 | 0.09% | 0.62% | 2.07% | Q4 2017 | Q3 2022 | 15 |
BAMCO INC /NY/ | 15 | 15 | 0.01% | 0.35% | 0.66% | Q1 2017 | Q3 2020 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 6 | 0.00% | 0.11% | 0.37% | Q3 2018 | Q2 2022 | 15 |
Homrich & Berg | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2021 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2019 | 15 |
Tortoise Investment Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CLOUGH CAPITAL PARTNERS L P | 14 | 1 | 0.06% | 0.78% | 1.40% | Q1 2018 | Q4 2021 | 15 |
Stratos Wealth Partners, LTD. | 11 | 4 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q1 2022 | 15 |
NORTHEAST INVESTMENT MANAGEMENT | 15 | 15 | 0.05% | 0.29% | 0.58% | Q3 2018 | Q1 2022 | 15 |
BNP Paribas Asset Management Holding S.A. | 15 | 15 | 0.03% | 0.11% | 0.31% | Q1 2019 | Q3 2022 | 15 |
Focused Wealth Management, Inc | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Fiera Capital Corp | 15 | 15 | 0.00% | 0.06% | 0.23% | Q4 2018 | Q2 2022 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.02% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Oakworth Capital, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2022 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 15 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q4 2023 | 15 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.11% | Q3 2020 | Q3 2023 | 15 |
Engineers Gate Manager LP | 8 | 2 | 0.02% | 0.13% | 0.45% | Q2 2018 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 13 | 2 | 0.00% | 0.01% | 0.16% | Q4 2018 | Q3 2023 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.15% | 0.46% | Q4 2019 | Q2 2023 | 15 |
Altshuler Shaham Ltd | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Kistler-Tiffany Companies, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
LORD, ABBETT & CO. LLC | 12 | 2 | 0.01% | 0.08% | 0.39% | Q3 2015 | Q1 2021 | 14 |
SG3 Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q1 2022 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 14 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.06% | 0.41% | Q2 2019 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q4 2022 | 14 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q1 2022 | 14 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Pacer Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2021 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 10 | 2 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q1 2022 | 14 |
Hood River Capital Management LLC | 13 | 1 | 0.72% | 1.91% | 4.38% | Q1 2017 | Q2 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Seelaus Asset Management LLC | 13 | 1 | 0.15% | 0.47% | 1.18% | Q3 2018 | Q1 2022 | 14 |
Baker Chad R | 14 | 14 | 0.72% | 1.24% | 2.23% | Q2 2018 | Q3 2021 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.20% | 0.45% | Q2 2017 | Q2 2023 | 14 |
Baird Financial Group, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 14 |
Financial Management Professionals, Inc. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2022 | 14 |
BDO Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Legacy Capital Partners, Inc. | 14 | 14 | 0.30% | 0.66% | 1.08% | Q4 2017 | Q1 2021 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 12 | 1 | 0.00% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 5 | 0.09% | 0.37% | 0.90% | Q1 2017 | Q3 2020 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.29% | 0.53% | 0.93% | Q4 2017 | Q4 2020 | 13 |
LOOMIS SAYLES & CO L P | 9 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q2 2023 | 13 |
Private Capital Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 13 |
Catalyst Capital Advisors LLC | 8 | 5 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q1 2022 | 13 |
MEEDER ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 13 |
Candriam S.C.A. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.21% | Q1 2017 | Q4 2022 | 13 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 13 |
BAINCO INTERNATIONAL INVESTORS | 13 | 13 | 1.03% | 1.52% | 2.26% | Q4 2017 | Q4 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Aequim Alternative Investments LP | 8 | 5 | 0.05% | 1.06% | 3.00% | Q4 2018 | Q2 2022 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Discovery Value Fund | 13 | 13 | 0.72% | 7.04% | 13.76% | Q3 2020 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Bell Bank | 13 | 13 | 0.05% | 0.12% | 0.24% | Q1 2019 | Q1 2022 | 13 |
Capital Impact Advisors, LLC | 7 | 6 | 0.23% | 0.65% | 1.68% | Q2 2020 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
MayTech Global Investments, LLC | 13 | 13 | 1.88% | 3.51% | 5.15% | Q1 2019 | Q1 2022 | 13 |
SECURITY ASSET MANAGEMENT | 13 | 13 | 0.15% | 0.88% | 1.53% | Q4 2018 | Q4 2021 | 13 |
Handelsinvest Investeringsforvaltning | 13 | 13 | 0.35% | 0.77% | 1.44% | Q3 2018 | Q3 2021 | 13 |
Chevy Chase Trust Holdings, LLC | 13 | 13 | 0.00% | 0.20% | 0.41% | Q1 2019 | Q1 2022 | 13 |
QS Investors, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q1 2022 | 13 |
Winslow, Evans & Crocker, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 13 |
Utah Retirement Systems | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 13 |
Sandy Spring Bank | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Adalta Capital Management LLC | 8 | 5 | 0.01% | 0.13% | 0.23% | Q1 2019 | Q2 2022 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Garner Asset Management Corp | 11 | 2 | 0.09% | 0.25% | 0.44% | Q2 2018 | Q4 2021 | 13 |
WealthTrust-Arizona, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2020 | 13 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.00% | 0.08% | 0.32% | Q2 2019 | Q3 2021 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.04% | 0.30% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.10% | 0.23% | Q4 2019 | Q3 2022 | 12 |
NEXT Financial Group, Inc | 12 | 12 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 12 |
CIGNA INVESTMENTS INC /NEW | 12 | 12 | 0.02% | 0.73% | 1.34% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
ArrowMark Colorado Holdings LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
West Oak Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 12 |
MORGENS WATERFALL VINTIADIS & CO INC | 7 | 5 | 0.66% | 1.45% | 2.54% | Q1 2017 | Q1 2021 | 12 |
ADIRONDACK TRUST CO | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q4 2021 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Savior LLC | 12 | 12 | 0.00% | 0.05% | 0.55% | Q4 2019 | Q3 2022 | 12 |
Shepherd Financial Partners LLC | 12 | 12 | 0.05% | 0.36% | 0.63% | Q2 2019 | Q1 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.18% | 0.39% | Q4 2016 | Q3 2019 | 12 |
Granahan Investment Management | 12 | 12 | 0.36% | 1.35% | 2.31% | Q3 2017 | Q2 2020 | 12 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2023 | 12 |
Jump Financial, LLC | 9 | 3 | 0.01% | 0.16% | 0.36% | Q3 2020 | Q3 2023 | 12 |
BOKF, NA | 7 | 1 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 7 | 2 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 12 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.01% | 0.07% | 0.16% | Q4 2019 | Q3 2022 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.00% | 0.13% | 0.41% | Q3 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 12 |
FNY Investment Advisers, LLC | 9 | 1 | 0.00% | 0.07% | 0.81% | Q3 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HALL LAURIE J TRUSTEE | 7 | 5 | 0.01% | 0.60% | 1.34% | Q4 2018 | Q1 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.07% | 0.27% | 0.58% | Q4 2016 | Q3 2019 | 12 |
Realta Investment Advisors | 12 | 12 | 0.04% | 0.26% | 0.48% | Q2 2019 | Q1 2022 | 12 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.02% | 0.05% | 0.22% | Q3 2018 | Q1 2022 | 12 |
Bridgewater Associates | 12 | 12 | 0.02% | 0.09% | 0.30% | Q4 2020 | Q3 2023 | 12 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 12 | 12 | 2.24% | 8.74% | 16.70% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL BANK | 12 | 12 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2022 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.06% | 0.27% | 0.59% | Q4 2016 | Q3 2019 | 12 |
Wealthstreet Investment Advisors, LLC | 12 | 12 | 0.04% | 0.14% | 0.39% | Q2 2018 | Q1 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.20% | 0.45% | Q4 2016 | Q3 2019 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Parker Investment Management, LLC | 12 | 12 | 0.05% | 0.25% | 0.82% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
First PREMIER Bank | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORTHSTAR ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.67% | 1.41% | Q2 2019 | Q1 2022 | 12 |
SHELTON CAPITAL MANAGEMENT | 11 | 11 | 0.03% | 0.11% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Zions Bancorporation, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Fairhaven Wealth Management, LLC | 9 | 2 | 0.14% | 1.09% | 2.71% | Q4 2020 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2021 | 11 |
Supplemental Annuity Collective Trust of NJ | 11 | 11 | 0.17% | 0.34% | 0.55% | Q2 2019 | Q4 2021 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.00% | 0.05% | 0.20% | Q4 2019 | Q2 2022 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11 | 11 | 0.02% | 0.26% | 1.11% | Q1 2021 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 10 | 1 | 0.01% | 0.31% | 0.81% | Q2 2019 | Q2 2022 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 1 | 0.00% | 0.06% | 0.10% | Q2 2015 | Q3 2022 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.95% | 2.78% | Q1 2021 | Q3 2023 | 11 |
RIVERSEDGE ADVISORS, LLC | 7 | 4 | 0.07% | 0.26% | 0.44% | Q2 2019 | Q1 2022 | 11 |
D L CARLSON INVESTMENT GROUP INC | 7 | 4 | 0.04% | 0.77% | 1.42% | Q1 2018 | Q3 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 1 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 0.07% | 0.70% | 1.37% | Q4 2018 | Q2 2021 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.01% | 0.15% | 0.36% | Q1 2019 | Q3 2021 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
JUNCTURE WEALTH STRATEGIES, LLC | 11 | 11 | 0.13% | 0.51% | 1.02% | Q2 2019 | Q4 2021 | 11 |
Cetera Advisors LLC | 8 | 3 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q4 2021 | 11 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 4 | 0.00% | 0.03% | 0.16% | Q2 2019 | Q2 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
NewSquare Capital LLC | 8 | 3 | 0.00% | 0.08% | 0.38% | Q1 2020 | Q2 2023 | 11 |
Princeton Global Asset Management LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 11 |
GAM Holding AG | 7 | 4 | 0.02% | 0.15% | 0.42% | Q1 2019 | Q4 2021 | 11 |
ACCOUNT MANAGEMENT LLC | 11 | 11 | 1.05% | 1.82% | 2.63% | Q1 2018 | Q3 2020 | 11 |
Ellevest, Inc. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 11 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.52% | 0.99% | Q3 2020 | Q3 2023 | 11 |
AE Wealth Management LLC | 9 | 2 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q1 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2020 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 8 | 3 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q2 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 11 |
National Pension Service | 11 | 11 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CHICKASAW CAPITAL MANAGEMENT LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 11 |
SCHOLTZ & COMPANY, LLC | 9 | 2 | 0.72% | 2.47% | 4.99% | Q2 2018 | Q1 2021 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.37% | 1.12% | Q4 2020 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 10 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q1 2023 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
PIER 88 INVESTMENT PARTNERS LLC | 11 | 11 | 0.07% | 0.24% | 0.50% | Q2 2018 | Q4 2020 | 11 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 11 |
LAZARD ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 3 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 9 | 2 | 0.00% | 0.07% | 0.25% | Q4 2019 | Q1 2023 | 11 |
AlphaCrest Capital Management LLC | 9 | 2 | 0.03% | 0.10% | 0.17% | Q3 2019 | Q3 2022 | 11 |
Riggs Asset Managment Co. Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Texas Yale Capital Corp. | 11 | 11 | 0.04% | 0.11% | 0.19% | Q3 2019 | Q1 2022 | 11 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.03% | 0.12% | Q3 2017 | Q3 2021 | 11 |
Oak Grove Capital LLC | 7 | 7 | 0.00% | 0.89% | 2.11% | Q2 2020 | Q4 2021 | 11 |
Pearl River Capital, LLC | 3 | 1 | 0.00% | 0.20% | 0.60% | Q4 2018 | Q3 2023 | 11 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 11 | 11 | 0.01% | 0.21% | 0.41% | Q1 2020 | Q3 2022 | 11 |
APG Asset Management N.V. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 11 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TORRAY INVESTMENT PARTNERS LLC | 10 | 10 | 0.08% | 0.27% | 0.42% | Q3 2019 | Q4 2021 | 10 |
Silvant Capital Management LLC | 10 | 10 | 0.13% | 0.31% | 0.54% | Q4 2019 | Q1 2022 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Gulf International Bank (UK) Ltd | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2022 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Capital International Investors | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 10 |
AtonRa Partners | 10 | 10 | 0.29% | 0.71% | 1.80% | Q4 2020 | Q1 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
SIMON QUICK ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 10 |
Cetera Investment Advisers | 8 | 2 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Livforsakringsbolaget Skandia, Omsesidigt | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
SEEYOND | 10 | 10 | 0.01% | 0.03% | 0.12% | Q2 2020 | Q3 2022 | 10 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q2 2022 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Avitas Wealth Management LLC | 10 | 10 | 0.13% | 0.77% | 1.92% | Q2 2019 | Q3 2021 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
MAI Capital Management | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.07% | 0.10% | Q2 2010 | Q3 2023 | 10 |
Jasper Ridge Partners, L.P. | 10 | 10 | 0.01% | 0.09% | 0.25% | Q4 2020 | Q1 2023 | 10 |
New Capital Management LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 10 |
Assenagon Asset Management S.A. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AVIVA PLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Champlain Investment Partners, LLC | 10 | 10 | 0.30% | 0.47% | 0.77% | Q4 2017 | Q1 2020 | 10 |
IFM Investors Pty Ltd | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 10 |
WESTPAC BANKING CORP | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2022 | 10 |
Teza Capital Management LLC | 8 | 2 | 0.04% | 0.16% | 0.33% | Q3 2020 | Q3 2023 | 10 |
Itau Unibanco Holding S.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Sutton Wealth Advisors Inc. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2022 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.13% | 0.43% | Q1 2018 | Q3 2023 | 10 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 10 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 10 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 5 | 5 | 0.07% | 0.63% | 1.78% | Q1 2021 | Q1 2022 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Greytown Advisors Inc. | 10 | 10 | 0.12% | 0.28% | 0.45% | Q4 2019 | Q1 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q3 2023 | 10 |
OSTERWEIS CAPITAL MANAGEMENT INC | 8 | 2 | 0.18% | 0.35% | 0.70% | Q4 2017 | Q2 2020 | 10 |
SIT INVESTMENT ASSOCIATES INC | 10 | 10 | 0.05% | 0.16% | 0.23% | Q2 2019 | Q3 2021 | 10 |
C M BIDWELL & ASSOCIATES LTD | 4 | 2 | 0.00% | 0.06% | 0.29% | Q1 2020 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Sunbelt Securities, Inc. | 6 | 1 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q4 2021 | 10 |
THOMPSON DAVIS & CO., INC. | 10 | 10 | 0.00% | 0.11% | 0.49% | Q2 2016 | Q3 2018 | 10 |
Korea Investment CORP | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2020 | 10 |
CNB Bank | 10 | 10 | 0.01% | 0.08% | 0.18% | Q2 2019 | Q3 2021 | 10 |
Ford Financial Group, LLC | 10 | 10 | 0.04% | 0.35% | 0.70% | Q3 2019 | Q4 2021 | 10 |
Lenox Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Capital Investment Advisory Services, LLC | 6 | 1 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q4 2022 | 10 |
AXIOM INVESTORS LLC /DE | 10 | 10 | 0.02% | 0.10% | 0.22% | Q1 2018 | Q2 2020 | 10 |
Calamos Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 10 |
FIL Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Rhenman & Partners Asset Management AB | 9 | 9 | 0.32% | 1.16% | 2.41% | Q4 2020 | Q4 2022 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Landsberg, Bennett, & Dubbaneh LLC | 9 | 9 | 0.26% | 0.63% | 1.23% | Q1 2019 | Q1 2021 | 9 |
Gleason Group, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q4 2021 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EAM Investors, LLC | 7 | 2 | 0.31% | 0.61% | 1.23% | Q1 2017 | Q2 2020 | 9 |
WS MANAGEMENT LLLP | 4 | 3 | 0.04% | 0.69% | 2.21% | Q4 2021 | Q3 2023 | 9 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q4 2021 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.09% | 0.15% | Q1 2020 | Q2 2022 | 9 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 9 | 0.05% | 0.16% | 0.27% | Q1 2020 | Q1 2022 | 9 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 3 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q1 2022 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.04% | 0.11% | 0.24% | Q3 2018 | Q3 2020 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 9 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Engle Capital Management, L.P. | 6 | 3 | 0.90% | 2.05% | 3.83% | Q2 2017 | Q3 2019 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.09% | 0.21% | Q4 2020 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
DnB Asset Management AS | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.08% | 0.34% | Q1 2020 | Q3 2023 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.05% | 0.10% | 0.15% | Q3 2017 | Q3 2019 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Global Thematic Partners, LLC | 9 | 9 | 0.75% | 1.41% | 1.91% | Q1 2018 | Q1 2020 | 9 |
EVOKE WEALTH, LLC | 7 | 2 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2022 | 9 |
Ellis Investment Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Paradigm Financial Advisors, LLC | 9 | 9 | 0.09% | 0.20% | 0.28% | Q4 2019 | Q4 2021 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
TOMPKINS FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
Artemis Investment Management LLP | 9 | 9 | 0.04% | 0.11% | 0.22% | Q3 2018 | Q3 2020 | 9 |
MGO ONE SEVEN LLC | 7 | 2 | 0.01% | 0.08% | 0.13% | Q4 2017 | Q1 2020 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Brown Capital Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.11% | 0.22% | Q1 2020 | Q1 2022 | 9 |
Summit Trail Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2022 | 9 |
Pflug Koory, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 9 | 9 | 0.02% | 0.11% | 0.50% | Q1 2020 | Q1 2022 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 9 | 0.02% | 0.09% | 0.18% | Q1 2019 | Q1 2021 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Circle Wealth Management, LLC | 9 | 9 | 0.06% | 0.16% | 0.26% | Q1 2020 | Q1 2022 | 9 |
TOBAM | 9 | 9 | 0.11% | 1.46% | 2.26% | Q2 2020 | Q2 2022 | 9 |
Daiwa SB Investments Ltd. | 9 | 9 | 0.08% | 0.26% | 0.49% | Q3 2016 | Q3 2018 | 9 |
STANSBERRY ASSET MANAGEMENT, LLC | 9 | 9 | 0.06% | 0.13% | 0.23% | Q3 2021 | Q3 2023 | 9 |
FRIESS ASSOCIATES LLC | 5 | 2 | 0.01% | 0.41% | 0.91% | Q2 2015 | Q2 2019 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 9 | 0.20% | 0.67% | 1.48% | Q1 2021 | Q1 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 9 |
Point72 Hong Kong Ltd | 2 | 1 | 0.01% | 0.07% | 0.22% | Q3 2016 | Q3 2022 | 9 |
BERKSHIRE CAPITAL HOLDINGS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Crow Point Partners, LLC | 9 | 9 | 0.01% | 0.09% | 0.41% | Q4 2017 | Q4 2019 | 9 |
ARGENT CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
MOSELEY INVESTMENT MANAGEMENT INC | 9 | 9 | 0.15% | 0.45% | 0.72% | Q2 2020 | Q2 2022 | 9 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2021 | 8 |
Institute for Wealth Management, LLC. | 8 | 8 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q4 2021 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Twin Lakes Capital Management, LLC | 8 | 8 | 0.04% | 0.36% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Crestwood Advisors Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 1 | 0.02% | 0.23% | 0.46% | Q2 2019 | Q3 2021 | 8 |
Lisanti Capital Growth, LLC | 3 | 2 | 0.41% | 1.07% | 1.62% | Q1 2017 | Q1 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.03% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.13% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Artisan Partners Limited Partnership | 8 | 8 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q1 2020 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.02% | 0.09% | 0.14% | Q1 2020 | Q4 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q2 2022 | 8 |
Heritage Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Hodges Capital Management Inc. | 6 | 2 | 0.04% | 0.17% | 0.82% | Q3 2016 | Q1 2019 | 8 |
Carl P. Sherr & Co., LLC | 8 | 8 | 0.26% | 0.63% | 0.93% | Q4 2019 | Q3 2021 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.03% | 0.19% | 0.35% | Q1 2020 | Q1 2022 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Traynor Capital Management, Inc. | 7 | 1 | 0.03% | 0.10% | 0.21% | Q1 2020 | Q1 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First National Bank of South Miami | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
State of Tennessee, Treasury Department | 6 | 2 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Natixis Investment Managers International | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MOODY LYNN & LIEBERSON, LLC | 7 | 1 | 0.02% | 0.09% | 0.36% | Q3 2018 | Q3 2021 | 8 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.05% | 0.34% | 0.98% | Q2 2020 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.27% | 0.80% | Q3 2019 | Q3 2023 | 8 |
GM Advisory Group, LLC | 8 | 8 | 0.02% | 0.20% | 0.50% | Q1 2020 | Q4 2021 | 8 |
EULAV Asset Management | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q1 2019 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Enhancement Group LLC | 6 | 2 | 0.00% | 0.09% | 0.45% | Q4 2019 | Q2 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.02% | 0.09% | 0.15% | Q1 2020 | Q1 2023 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
CYPRESS ASSET MANAGEMENT INC/TX | 8 | 8 | 0.18% | 0.35% | 0.47% | Q4 2019 | Q3 2021 | 8 |
SEGALL BRYANT & HAMILL, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
ArchPoint Investors | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 8 |
Perceptive Advisors | 3 | 1 | 0.02% | 0.31% | 0.78% | Q3 2016 | Q2 2021 | 8 |
Aldebaran Financial Inc. | 8 | 8 | 0.31% | 0.66% | 1.03% | Q3 2020 | Q2 2022 | 8 |
Gemmer Asset Management LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
Once Capital Management, LLC | 8 | 8 | 0.42% | 0.87% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.07% | 0.55% | 1.69% | Q1 2020 | Q4 2021 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 3 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 8 |
Ethic Inc. | 6 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 8 |
KENNEDY CAPITAL MANAGEMENT LLC | 6 | 2 | 0.04% | 0.07% | 0.15% | Q3 2017 | Q1 2020 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Archford Capital Strategies, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
HERSHEY TRUST CO | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Spearhead Capital Advisors, LLC | 8 | 8 | 0.04% | 0.10% | 0.16% | Q1 2020 | Q4 2021 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.08% | 0.26% | 0.46% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 4 | 3 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q2 2021 | 8 |
ROYAL LONDON ASSET MANAGEMENT LTD | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
MOODY ALDRICH PARTNERS LLC | 8 | 8 | 0.05% | 0.80% | 1.42% | Q3 2018 | Q2 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 1 | 0.06% | 0.25% | 0.50% | Q2 2019 | Q3 2022 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2022 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
New Jersey Better Educational Savings Trust | 8 | 8 | 0.31% | 0.64% | 0.99% | Q1 2019 | Q4 2020 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
LEE DANNER & BASS INC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2021 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Interchange Capital Partners, LLC | 4 | 2 | 0.19% | 0.45% | 0.74% | Q4 2020 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.14% | 0.52% | Q4 2016 | Q2 2020 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Meiji Yasuda Life Insurance Co | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Phoenix Wealth Advisors | 6 | 1 | 0.20% | 0.90% | 1.30% | Q4 2020 | Q3 2022 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.03% | 0.14% | 0.23% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Redmile Group, LLC | 7 | 7 | 0.23% | 0.57% | 0.89% | Q4 2017 | Q2 2019 | 7 |
CFM WEALTH PARTNERS LLC | 5 | 2 | 0.06% | 0.16% | 0.38% | Q4 2019 | Q3 2021 | 7 |
World Asset Management Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 2 | 0.01% | 0.15% | 0.30% | Q3 2020 | Q3 2022 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 1 | 0.00% | 0.09% | 0.21% | Q2 2015 | Q2 2022 | 7 |
AFT, FORSYTH & COMPANY, INC. | 7 | 7 | 0.14% | 0.41% | 0.64% | Q3 2020 | Q1 2022 | 7 |
Tygh Capital Management, Inc. | 7 | 7 | 0.63% | 1.22% | 2.22% | Q4 2018 | Q2 2020 | 7 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q1 2022 | 7 |
General Catalyst Group Management, LLC | 7 | 7 | 1.72% | 23.46% | 55.05% | Q4 2020 | Q2 2022 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Adero Partners, LLC | 7 | 7 | 0.04% | 0.36% | 1.24% | Q4 2020 | Q2 2022 | 7 |
PEAK6 Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.05% | 0.23% | 0.53% | Q2 2021 | Q2 2023 | 7 |
Firestone Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 3 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q4 2022 | 7 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.04% | 0.17% | 0.66% | Q1 2016 | Q2 2022 | 7 |
Vestcor Inc | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2022 | 7 |
LA FINANCIERE DE L'ECHIQUIER | 7 | 7 | 0.16% | 0.42% | 0.71% | Q3 2020 | Q1 2022 | 7 |
Zweig-DiMenna Associates LLC | 7 | 7 | 0.69% | 1.40% | 2.30% | Q2 2020 | Q4 2021 | 7 |
Mount Yale Investment Advisors, LLC | 6 | 1 | 0.00% | 0.07% | 0.15% | Q3 2018 | Q1 2022 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2021 | 7 |
IBM Retirement Fund | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sugarloaf Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 7 |
Triatomic Management LP | 5 | 2 | 0.15% | 0.39% | 0.68% | Q4 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.16% | 0.81% | Q3 2018 | Q3 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 7 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Malaga Cove Capital, LLC | 7 | 7 | 0.36% | 0.47% | 0.57% | Q3 2020 | Q1 2022 | 7 |
B & T Capital Management DBA Alpha Capital Management | 7 | 7 | 0.42% | 0.61% | 0.84% | Q3 2020 | Q1 2022 | 7 |
Gs Investments, Inc. | 7 | 7 | 0.08% | 0.49% | 1.32% | Q3 2020 | Q1 2022 | 7 |
Cortina Asset Management, LLC | 4 | 1 | 0.01% | 0.47% | 1.05% | Q3 2015 | Q3 2018 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.09% | 0.18% | 0.30% | Q4 2020 | Q2 2022 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q3 2022 | 7 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2020 | 7 |
EQUITABLE TRUST CO | 5 | 1 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q1 2023 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Corient Capital Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q1 2022 | 7 |
Indie Asset Partners, LLC | 7 | 7 | 0.25% | 1.30% | 2.28% | Q1 2020 | Q3 2021 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 7 | 0.01% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2020 | 7 |
DOMINI IMPACT INVESTMENTS LLC | 7 | 7 | 3.68% | 4.39% | 5.18% | Q2 2018 | Q4 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 2 | 0.00% | 0.21% | 0.49% | Q4 2019 | Q4 2022 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 1 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q2 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 2 | 0.00% | 0.39% | 0.78% | Q2 2018 | Q4 2020 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.25% | 0.54% | Q2 2020 | Q4 2021 | 7 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.01% | 0.79% | 1.65% | Q2 2020 | Q1 2022 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.01% | 0.18% | 0.51% | Q2 2020 | Q3 2023 | 7 |
Varma Mutual Pension Insurance Co | 7 | 7 | 0.01% | 0.06% | 0.24% | Q3 2020 | Q1 2022 | 7 |
Vanguard Personalized Indexing Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 7 |
HighPoint Advisor Group LLC | 7 | 7 | 0.05% | 0.19% | 0.40% | Q1 2020 | Q3 2021 | 7 |
FORSTA AP-FONDEN | 6 | 1 | 0.00% | 0.05% | 0.07% | Q2 2020 | Q2 2022 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.18% | 0.48% | 0.75% | Q2 2020 | Q4 2021 | 7 |
Millrace Asset Group, Inc. | 5 | 1 | 0.36% | 1.01% | 1.45% | Q1 2018 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.02% | 0.11% | 0.31% | Q3 2020 | Q1 2022 | 7 |
Cota Capital Management, LLC | 7 | 7 | 3.39% | 4.75% | 7.52% | Q4 2020 | Q2 2022 | 7 |
Illinois Municipal Retirement Fund | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
CAPITAL ADVISORS INC/OK | 7 | 7 | 0.29% | 0.44% | 0.65% | Q1 2020 | Q3 2021 | 7 |
Sciencast Management LP | 3 | 1 | 0.10% | 0.29% | 0.51% | Q1 2020 | Q3 2023 | 7 |
FIRST NATIONAL CORP /MA/ /ADV | 4 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q2 2021 | 7 |
XR Securities LLC | 5 | 5 | 0.01% | 0.06% | 0.15% | Q1 2021 | Q1 2022 | 7 |
Aristotle Atlantic Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.38% | 0.63% | 0.84% | Q2 2022 | Q3 2023 | 6 |
BT Wealth Management LLC | 6 | 6 | 0.12% | 0.27% | 0.46% | Q4 2019 | Q1 2021 | 6 |
American National Registered Investment Advisor, Inc. | 6 | 6 | 0.08% | 0.18% | 0.27% | Q4 2020 | Q1 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
FIRST HAWAIIAN BANK | 4 | 2 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2021 | 6 |
A. D. Beadell Investment Counsel, Inc. | 6 | 6 | 0.30% | 0.41% | 0.74% | Q4 2018 | Q1 2020 | 6 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2022 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.17% | 0.30% | 0.41% | Q1 2020 | Q3 2021 | 6 |
Knuff & Co LLC | 6 | 6 | 0.66% | 1.27% | 1.74% | Q1 2020 | Q2 2021 | 6 |
BlackRock Group LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Fosun International Ltd | 6 | 6 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q2 2021 | 6 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Stephens Investment Management Group LLC | 6 | 6 | 0.17% | 0.32% | 0.49% | Q1 2020 | Q2 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2021 | 6 |
XPONANCE, INC. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q1 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Andra AP-fonden | 4 | 2 | 0.03% | 0.11% | 0.20% | Q2 2020 | Q3 2022 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 4 | 2 | 0.09% | 0.15% | 0.19% | Q2 2016 | Q2 2021 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
LaFleur & Godfrey LLC | 6 | 6 | 0.04% | 1.13% | 1.87% | Q4 2020 | Q1 2022 | 6 |
Pegasus Asset Management, Inc. | 6 | 6 | 0.25% | 0.60% | 0.89% | Q4 2020 | Q1 2022 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Capital International, Inc./CA/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
AMF Tjanstepension AB | 5 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.05% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Vancity Investment Management Ltd | 6 | 6 | 0.52% | 1.20% | 1.89% | Q4 2020 | Q1 2022 | 6 |
NEXPOINT ASSET MANAGEMENT, L.P. | 6 | 6 | 0.02% | 0.13% | 0.40% | Q4 2019 | Q1 2021 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.06% | 0.14% | 0.20% | Q1 2020 | Q2 2021 | 6 |
COMMERCE BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 6 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2018 | 6 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 6 |
BURNEY CO/ | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2021 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.90% | 1.64% | 2.35% | Q4 2020 | Q1 2022 | 6 |
AMERICAN NATIONAL INSURANCE CO | 6 | 6 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q1 2022 | 6 |
EXANE DERIVATIVES | 5 | 1 | 0.09% | 0.14% | 0.21% | Q3 2020 | Q1 2022 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.04% | 0.14% | 0.24% | Q3 2020 | Q4 2021 | 6 |
Bigelow Investment Advisors, LLC | 6 | 6 | 0.16% | 0.21% | 0.32% | Q2 2019 | Q3 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.11% | 0.21% | 0.31% | Q2 2020 | Q3 2021 | 6 |
Clearwater Capital Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q4 2021 | 6 |
Koss-Olinger Consulting, LLC | 3 | 1 | 0.03% | 0.14% | 0.49% | Q1 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Westwind Capital | 6 | 6 | 0.32% | 4.13% | 7.55% | Q1 2020 | Q2 2021 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.01% | 0.08% | 0.18% | Q3 2020 | Q3 2021 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.20% | 0.36% | 0.47% | Q3 2020 | Q4 2021 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q2 2021 | 6 |
Mission Creek Capital Partners, Inc. | 6 | 6 | 0.05% | 0.50% | 0.82% | Q1 2021 | Q2 2022 | 6 |
HAMILTON LANE ADVISORS LLC | 5 | 1 | 0.08% | 0.81% | 1.39% | Q1 2016 | Q4 2021 | 6 |
Capula Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 6 |
OAK RIDGE INVESTMENTS LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
PointState Capital LP | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q2 2021 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.04% | 0.20% | 0.92% | Q3 2020 | Q4 2021 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.02% | 0.20% | 0.59% | Q1 2019 | Q2 2020 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
RATIONAL ADVISORS LLC | 6 | 6 | 0.04% | 0.41% | 1.01% | Q2 2020 | Q3 2021 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q2 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Green Alpha Advisors, LLC | 6 | 6 | 0.31% | 0.61% | 1.00% | Q4 2020 | Q1 2022 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q2 2021 | 6 |
RMB Capital Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q4 2018 | 6 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 6 | 6 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q3 2021 | 6 |
COLUMBUS CIRCLE INVESTORS | 6 | 6 | 0.24% | 0.47% | 0.73% | Q2 2017 | Q3 2018 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
DOHENY ASSET MANAGEMENT /CA | 6 | 6 | 0.14% | 0.76% | 1.28% | Q2 2020 | Q3 2021 | 6 |
WALL STREET ASSOCIATES | 6 | 6 | 0.48% | 0.82% | 1.13% | Q3 2015 | Q4 2016 | 6 |
Alpha Paradigm Partners, LLC | 5 | 1 | 0.10% | 0.27% | 0.48% | Q4 2020 | Q2 2022 | 6 |
ALLSTATE CORP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 6 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 5 |
AGF Investments LLC | 4 | 1 | 0.00% | 0.09% | 0.16% | Q4 2018 | Q1 2021 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Partners Group Holding AG | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Biondo Investment Advisors, LLC | 3 | 2 | 0.05% | 0.46% | 1.05% | Q2 2018 | Q4 2021 | 5 |
HOEY INVESTMENTS, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Liontrust Investment Partners LLP | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Polianta Ltd | 4 | 1 | 0.40% | 0.52% | 0.71% | Q2 2021 | Q1 2023 | 5 |
Altman Advisors, Inc. | 5 | 5 | 0.68% | 0.82% | 0.95% | Q1 2020 | Q1 2021 | 5 |
Spouting Rock Asset Management, LLC | 3 | 2 | 0.17% | 0.30% | 0.45% | Q1 2021 | Q3 2023 | 5 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.29% | 0.98% | 1.36% | Q3 2020 | Q1 2022 | 5 |
Polar Capital LLP | 4 | 1 | 0.06% | 0.21% | 0.35% | Q3 2017 | Q2 2019 | 5 |
Atom Investors LP | 2 | 1 | 0.06% | 0.24% | 0.75% | Q4 2018 | Q4 2022 | 5 |
Ahrens Investment Partners LLC | 3 | 2 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q2 2022 | 5 |
EverSource Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Maxi Investments CY Ltd | 5 | 5 | 0.19% | 0.32% | 0.50% | Q4 2021 | Q4 2022 | 5 |
Rathbones Group PLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Connecticut Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.03% | 0.07% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Timpani Capital Management LLC | 5 | 5 | 0.52% | 0.69% | 0.86% | Q1 2018 | Q1 2019 | 5 |
XTX Topco Ltd | 3 | 1 | 0.04% | 0.12% | 0.26% | Q1 2021 | Q3 2023 | 5 |
Kinnevik AB (publ) | 5 | 5 | 49.14% | 62.23% | 78.26% | Q4 2021 | Q4 2022 | 5 |
Professional Financial Advisors, LLC | 5 | 5 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q1 2022 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2017 | 5 |
Summit X, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.04% | 0.18% | 0.28% | Q1 2020 | Q3 2021 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
1623 Capital LLC | 3 | 1 | 0.13% | 0.21% | 0.36% | Q1 2021 | Q1 2022 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.15% | 0.24% | 0.32% | Q3 2020 | Q4 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.24% | 0.41% | 0.63% | Q4 2021 | Q4 2022 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Keel Point, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Lavaca Capital LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Ergoteles LLC | 3 | 1 | 0.16% | 0.26% | 0.35% | Q2 2021 | Q2 2023 | 5 |
Achmea Investment Management B.V. | 4 | 1 | 0.01% | 0.08% | 0.32% | Q3 2021 | Q4 2022 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 5 |
PrairieView Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
NEXT CENTURY GROWTH INVESTORS LLC | 5 | 5 | 0.05% | 0.14% | 0.22% | Q2 2015 | Q2 2016 | 5 |
Cunning Capital Partners, LP | 5 | 5 | 0.94% | 1.07% | 1.50% | Q1 2020 | Q1 2021 | 5 |
Cornerstone Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2021 | 5 |
HHM Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.04% | 0.09% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Redpoint Investment Management Pty Ltd | 3 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 5 |
Human Investing LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Baker Avenue Asset Management, LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.07% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Quantamental Technologies LLC | 3 | 1 | 0.18% | 0.54% | 0.94% | Q1 2020 | Q3 2023 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 1 | 0.03% | 0.16% | 0.28% | Q2 2020 | Q4 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
CAPITAL INTERNATIONAL LTD /CA/ | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Brand Asset Management Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
EverPoint Asset Management, LLC | 3 | 2 | 0.03% | 0.09% | 0.18% | Q3 2015 | Q4 2016 | 5 |
EQUITEC SPECIALISTS, LLC | 3 | 3 | 0.01% | 0.15% | 0.34% | Q2 2020 | Q4 2020 | 5 |
OppenheimerFunds, Inc. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q1 2019 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Wealthspire Advisors, L.P. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 5 |
Intrinsic Edge Capital Management LLC | 5 | 5 | 0.24% | 0.49% | 1.25% | Q1 2020 | Q1 2021 | 5 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5 | 5 | 0.10% | 0.16% | 0.20% | Q2 2020 | Q2 2021 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.14% | 0.26% | Q3 2015 | Q2 2021 | 5 |
Merit Financial Group, LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2020 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.14% | 0.36% | Q1 2020 | Q1 2021 | 5 |
NWK Group, Inc. | 3 | 2 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q1 2023 | 5 |
Harbor Advisors LLC | 4 | 1 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2020 | 5 |
GREEN VALLEY INVESTORS LLC | 5 | 5 | 0.62% | 0.82% | 0.92% | Q3 2018 | Q3 2019 | 5 |
L & S Advisors Inc | 2 | 2 | 0.08% | 0.16% | 0.29% | Q3 2018 | Q1 2021 | 4 |
MERIDIAN MANAGEMENT CO | 4 | 4 | 0.53% | 0.87% | 1.05% | Q3 2020 | Q2 2021 | 4 |
Mayo Clinic | 2 | 2 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q1 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.01% | 0.16% | 0.35% | Q4 2018 | Q3 2020 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Requisite Capital Management, LLC | 3 | 1 | 0.08% | 0.11% | 0.19% | Q4 2020 | Q4 2021 | 4 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2021 | 4 |
EMC Capital Management | 4 | 4 | 0.13% | 0.17% | 0.21% | Q4 2020 | Q3 2021 | 4 |
South Shore Capital Advisors | 2 | 2 | 0.39% | 0.56% | 0.74% | Q4 2020 | Q1 2022 | 4 |
Corsicana & Co. | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2022 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.07% | 0.43% | 0.69% | Q1 2019 | Q2 2020 | 4 |
FIRST QUADRANT LLC/CA | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 4 |
City State Bank | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 4 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
Gradient Capital Advisors, LLC | 4 | 4 | 0.13% | 0.30% | 0.48% | Q1 2021 | Q4 2021 | 4 |
P.A.W. CAPITAL CORP | 4 | 4 | 0.75% | 1.31% | 2.02% | Q2 2016 | Q1 2017 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 0.34% | 0.50% | 0.89% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PineBridge Investments, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2020 | 4 |
HBK INVESTMENTS L P | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Nantahala Capital Management | 4 | 4 | 0.32% | 0.60% | 1.13% | Q1 2021 | Q4 2021 | 4 |
Tributary Capital Management, LLC | 4 | 4 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q3 2021 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.22% | 0.37% | 0.46% | Q1 2020 | Q4 2020 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.06% | 0.33% | 0.59% | Q1 2020 | Q2 2021 | 4 |
Synergy Financial Group, LTD | 4 | 4 | 0.34% | 0.62% | 0.85% | Q4 2021 | Q3 2022 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q1 2021 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.49% | 1.13% | Q3 2019 | Q4 2019 | 4 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.18% | 0.37% | 0.84% | Q2 2020 | Q1 2021 | 4 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.05% | 0.11% | Q3 2022 | Q3 2023 | 4 |
APOGEM CAPITAL LLC | 4 | 4 | 0.37% | 0.69% | 1.14% | Q4 2020 | Q3 2021 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Longitude (Cayman) Ltd. | 3 | 3 | 0.39% | 2.72% | 4.01% | Q4 2020 | Q2 2021 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Sculptor Capital LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2020 | 4 |
Checchi Capital Advisers, LLC | 3 | 1 | 0.02% | 0.06% | 0.19% | Q4 2015 | Q2 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2020 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q4 2020 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Sivik Global Healthcare LLC | 2 | 1 | 0.48% | 0.68% | 0.84% | Q1 2018 | Q3 2019 | 4 |
DeepCurrents Investment Group LLC | 2 | 1 | 0.03% | 0.28% | 0.55% | Q2 2019 | Q3 2021 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.20% | 0.24% | 0.28% | Q1 2020 | Q4 2020 | 4 |
Titus Wealth Management | 4 | 4 | 0.14% | 0.21% | 0.25% | Q3 2020 | Q2 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.03% | 0.12% | 0.36% | Q4 2020 | Q4 2021 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Dai-ichi Life Insurance Company, Ltd | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.05% | 0.13% | 0.24% | Q1 2022 | Q2 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 0.00% | 0.20% | 0.39% | Q2 2020 | Q1 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TIGER GLOBAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.73% | 1.23% | Q1 2017 | Q4 2017 | 4 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.05% | 0.18% | Q3 2019 | Q3 2021 | 4 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.02% | 0.15% | 0.27% | Q4 2019 | Q4 2020 | 4 |
BOWEN HANES & CO INC | 4 | 4 | 0.66% | 0.75% | 0.81% | Q1 2020 | Q4 2020 | 4 |
Waypoint Wealth Partners Inc. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q2 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.12% | 0.50% | 1.35% | Q4 2020 | Q3 2021 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.36% | 1.29% | Q4 2021 | Q3 2022 | 4 |
Resource Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Whetstone Capital Advisors, LLC | 4 | 4 | 2.37% | 3.77% | 5.17% | Q4 2020 | Q3 2021 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.43% | 0.50% | 0.58% | Q3 2018 | Q2 2020 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 4 |
Copernicus Capital Management, LLC | 3 | 1 | 4.41% | 6.43% | 10.75% | Q3 2020 | Q3 2021 | 4 |
SAXON INTERESTS, INC. | 4 | 4 | 0.18% | 0.24% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Numerai GP LLC | 4 | 4 | 0.25% | 0.81% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.14% | 0.18% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Atika Capital Management LLC | 4 | 4 | 0.67% | 1.18% | 2.06% | Q2 2018 | Q1 2019 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 4 |
Lane Generational LLC | 4 | 4 | 1.60% | 2.39% | 2.95% | Q4 2021 | Q3 2022 | 4 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.12% | 0.20% | Q2 2019 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 4.58% | 6.31% | 7.92% | Q4 2020 | Q3 2021 | 4 |
Cordasco Financial Network | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Summit Global Investments | 4 | 4 | 0.14% | 0.50% | 0.85% | Q1 2020 | Q4 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 4 |
Elo Mutual Pension Insurance Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.30% | 0.34% | 0.39% | Q3 2020 | Q2 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WEIK CAPITAL MANAGEMENT | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2020 | Q4 2020 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2016 | Q1 2017 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Hitchwood Capital Management LP | 4 | 4 | 0.98% | 1.15% | 1.32% | Q4 2020 | Q3 2021 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.38% | 0.49% | 0.65% | Q2 2020 | Q1 2021 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Granite Investment Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2020 | Q4 2020 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.07% | 0.13% | 0.21% | Q2 2019 | Q1 2020 | 4 |
Rokos Capital Management LLP | 4 | 4 | 0.11% | 0.23% | 0.48% | Q1 2022 | Q4 2022 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Gunderson Capital Management Inc. | 2 | 1 | 0.53% | 3.59% | 11.88% | Q1 2019 | Q4 2020 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q2 2019 | 4 |
Holistic Financial Partners | 4 | 4 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Ayrshire Capital Management LLC | 4 | 4 | 2.04% | 2.38% | 2.50% | Q1 2020 | Q4 2020 | 4 |
HEADINVEST, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.02% | 0.08% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Banco de Sabadell, S.A | 4 | 4 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Covenant Asset Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.40% | 0.49% | 0.55% | Q3 2020 | Q2 2021 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2020 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 4 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 4 | 4 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
EMG Holdings, L.P. | 2 | 1 | 0.03% | 0.12% | 0.28% | Q3 2021 | Q3 2022 | 4 |
Fort Point Capital Partners LLC | 3 | 1 | 0.10% | 0.30% | 0.57% | Q4 2020 | Q1 2022 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.15% | 0.28% | 0.35% | Q3 2021 | Q3 2023 | 3 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 1 | 0.30% | 0.51% | 0.70% | Q2 2020 | Q2 2021 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 1.18% | 1.34% | 1.43% | Q4 2020 | Q2 2021 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.16% | 0.30% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Premier Fund Managers Ltd | 2 | 1 | 0.03% | 0.14% | 0.36% | Q2 2020 | Q2 2023 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.07% | 0.12% | 0.19% | Q2 2022 | Q4 2022 | 3 |
VISTA CAPITAL PARTNERS, INC. | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q1 2023 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Deuterium Capital Management, LLC | 2 | 1 | 0.28% | 0.72% | 1.47% | Q4 2021 | Q3 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KPCB DGF Associates, LLC | 3 | 3 | 6.08% | 15.18% | 20.27% | Q3 2015 | Q1 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2020 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Quarry LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SCOUT INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.31% | 0.48% | Q2 2015 | Q3 2020 | 3 |
Left Brain Wealth Management, LLC | 3 | 3 | 0.22% | 1.34% | 2.12% | Q1 2023 | Q3 2023 | 3 |
Regal Partners Ltd | 3 | 3 | 0.42% | 0.73% | 1.15% | Q1 2021 | Q3 2021 | 3 |
NIA IMPACT ADVISORS, LLC | 3 | 3 | 0.15% | 0.60% | 0.92% | Q3 2021 | Q1 2022 | 3 |
Marble Arch Investments | 3 | 3 | 0.64% | 0.93% | 1.18% | Q3 2015 | Q1 2016 | 3 |
ADAMS STREET PARTNERS LLC | 2 | 1 | 0.18% | 0.72% | 1.18% | Q1 2016 | Q4 2020 | 3 |
Signature Wealth Management Partners, LLC | 2 | 1 | 0.20% | 0.21% | 0.23% | Q2 2021 | Q1 2022 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 3 |
Tamarack Advisers, LP | 3 | 3 | 1.83% | 3.81% | 4.85% | Q3 2016 | Q1 2017 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
HARBOURVEST PARTNERS LLC | 2 | 1 | 0.19% | 2.77% | 4.13% | Q1 2016 | Q4 2020 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.19% | 1.08% | 1.80% | Q4 2020 | Q2 2021 | 3 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Parametrica Management Ltd | 3 | 3 | 0.57% | 0.64% | 0.73% | Q3 2020 | Q1 2021 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Woodline Partners LP | 1 | 1 | 0.02% | 0.13% | 0.30% | Q1 2020 | Q2 2023 | 3 |
Lighthouse Financial Advisors, Inc. | 3 | 3 | 0.51% | 0.57% | 0.64% | Q3 2020 | Q1 2021 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.08% | 0.11% | Q3 2020 | Q1 2021 | 3 |
Prosight Management, LP | 3 | 3 | 0.56% | 0.87% | 1.47% | Q1 2023 | Q3 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.39% | 0.50% | 0.68% | Q3 2019 | Q1 2020 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Capital Management, LLC | 2 | 2 | 0.09% | 0.18% | 0.33% | Q2 2021 | Q3 2021 | 3 |
Icon Wealth Partners, LLC | 2 | 1 | 0.01% | 0.09% | 0.13% | Q1 2019 | Q4 2020 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
WT Wealth Management | 3 | 3 | 0.23% | 0.32% | 0.44% | Q3 2020 | Q1 2021 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 1 | 0.20% | 0.32% | 0.48% | Q4 2019 | Q3 2020 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.08% | 0.17% | 0.33% | Q2 2020 | Q2 2023 | 3 |
Cottage Street Advisors LLC | 2 | 1 | 0.15% | 0.58% | 0.92% | Q3 2020 | Q2 2021 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q1 2023 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 0.39% | 0.63% | Q4 2018 | Q3 2021 | 3 |
Morse Asset Management, Inc | 2 | 1 | 0.10% | 0.19% | 0.35% | Q4 2019 | Q3 2020 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2020 | Q4 2020 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.02% | 0.08% | 0.17% | Q1 2022 | Q1 2023 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.06% | 0.11% | 0.20% | Q1 2021 | Q3 2021 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.27% | 0.53% | Q3 2020 | Q2 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
AQR Arbitrage LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2020 | 3 |
Must Asset Management Inc. | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q2 2021 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.34% | 0.66% | 1.09% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Convergence Investment Partners, LLC | 3 | 3 | 0.32% | 0.35% | 0.40% | Q1 2020 | Q3 2020 | 3 |
Corton Capital Inc. | 2 | 1 | 0.12% | 0.16% | 0.23% | Q2 2022 | Q3 2023 | 3 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
Granite Bay Wealth Management, LLC | 2 | 1 | 0.04% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 3 |
CQS (US), LLC | 3 | 3 | 0.05% | 0.11% | 0.19% | Q2 2021 | Q4 2021 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q3 2020 | Q1 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.10% | 0.29% | Q2 2020 | Q3 2022 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Genesee Capital Advisors, LLC | 2 | 1 | 0.11% | 0.49% | 1.19% | Q4 2020 | Q3 2021 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.02% | 0.23% | 0.44% | Q1 2021 | Q1 2022 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q1 2021 | 3 |
A.R.T. Advisors, LLC | 3 | 3 | 0.19% | 0.35% | 0.66% | Q2 2019 | Q4 2019 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealthfront Advisers LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Integral Health Asset Management, LLC | 2 | 1 | 0.63% | 1.01% | 1.54% | Q2 2022 | Q3 2023 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q2 2021 | 3 |
CIM INVESTMENT MANAGEMENT INC | 2 | 1 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q1 2020 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2020 | 3 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.16% | 0.28% | 0.42% | Q4 2020 | Q2 2021 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q1 2021 | 3 |
Brookstone Capital Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 3 |
MARCO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Xcel Wealth Management, LLC | 3 | 3 | 0.22% | 0.49% | 0.72% | Q4 2020 | Q2 2021 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Advantage Alpha Capital Partners LP | 3 | 3 | 0.91% | 1.13% | 1.27% | Q4 2019 | Q2 2020 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.14% | 0.27% | 0.37% | Q4 2020 | Q2 2021 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Syverson Strege & Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Paradigm Financial Partners, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 3 |
Retirement Systems of Alabama | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Avondale Wealth Management | 2 | 1 | 0.06% | 0.13% | 0.19% | Q2 2021 | Q3 2022 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 3 |
CNA FINANCIAL CORP | 3 | 3 | 0.38% | 0.57% | 0.88% | Q1 2020 | Q3 2020 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.46% | 0.69% | 1.04% | Q1 2020 | Q4 2020 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2021 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 0.19% | 0.28% | 0.44% | Q3 2018 | Q1 2019 | 3 |
BP PLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
PDT Partners, LLC | 3 | 3 | 0.15% | 0.33% | 0.44% | Q2 2020 | Q4 2020 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.50% | 0.53% | 0.56% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Ranch Capital Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
DELTA LLOYD NV | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2016 | Q1 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisory Resource Group | 2 | 1 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q1 2021 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Next Capital Management LLC | 2 | 1 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q2 2021 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q4 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.13% | 0.26% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2020 | Q1 2021 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Pluribus Labs, LLC | 1 | 1 | 0.27% | 0.35% | 0.43% | Q4 2021 | Q2 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.13% | 0.32% | 0.51% | Q1 2021 | Q2 2023 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 1.22% | 1.57% | 1.93% | Q3 2020 | Q4 2020 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.32% | 0.38% | 0.44% | Q3 2020 | Q4 2020 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.37% | 0.58% | 0.79% | Q4 2020 | Q1 2021 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 1.00% | 1.20% | 1.39% | Q1 2020 | Q2 2020 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Hexavest Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Greenhaven Road Investment Management, L.P. | 2 | 2 | 6.20% | 8.58% | 10.95% | Q4 2021 | Q1 2022 | 2 |
CMG Global Holdings, LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q2 2022 | Q3 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.88% | 0.89% | 0.90% | Q3 2020 | Q4 2020 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
RiverPark Advisors, LLC | 2 | 2 | 1.12% | 1.16% | 1.20% | Q1 2022 | Q2 2022 | 2 |
Penobscot Investment Management Company, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q1 2023 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.71% | 0.76% | 0.82% | Q3 2015 | Q4 2015 | 2 |
ACUTA CAPITAL PARTNERS, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Nokomis Capital, L.L.C. | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q4 2018 | 2 |
Invictus RG | 1 | 1 | 0.27% | 1.26% | 2.25% | Q2 2018 | Q1 2020 | 2 |
Freemont Management S.A. | 2 | 2 | 1.14% | 1.28% | 1.42% | Q1 2021 | Q2 2021 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.46% | 0.54% | 0.62% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
G2 Investment Partners Management LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q1 2020 | Q2 2020 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.32% | 0.85% | 1.38% | Q4 2019 | Q1 2020 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Ovata Capital Management Ltd | 2 | 2 | 0.17% | 0.40% | 0.64% | Q2 2020 | Q3 2020 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q2 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q4 2022 | Q1 2023 | 2 |
SHIKIAR ASSET MANAGEMENT INC | 2 | 2 | 1.85% | 2.02% | 2.18% | Q4 2020 | Q1 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Maven Securities LTD | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2020 | 2 |
Bain Capital Public Equity Management II, LLC | 2 | 2 | 0.22% | 0.50% | 0.79% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.33% | 0.64% | Q4 2020 | Q1 2021 | 2 |
Golden Green, Inc. | 2 | 2 | 0.26% | 0.30% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Oak Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 1.21% | 1.74% | 2.27% | Q3 2018 | Q4 2018 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.40% | 0.95% | 1.51% | Q2 2016 | Q3 2016 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.24% | 0.35% | 0.47% | Q4 2021 | Q1 2022 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.24% | 0.34% | 0.44% | Q3 2020 | Q4 2020 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 2 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q4 2021 | 2 |
Grandview Asset Management LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Miura Global Management | 1 | 1 | 0.80% | 1.73% | 2.66% | Q2 2017 | Q1 2020 | 2 |
Grace Capital | 2 | 2 | 0.14% | 0.27% | 0.40% | Q3 2018 | Q4 2018 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.14% | 0.21% | 0.27% | Q4 2021 | Q2 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Concourse Capital Management, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2016 | Q2 2016 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.24% | 0.43% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.63% | 0.69% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.19% | 0.67% | 1.15% | Q2 2020 | Q3 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q2 2021 | 2 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 2 | 0.37% | 0.38% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Kercheville Advisors, LLC | 2 | 2 | 1.31% | 1.63% | 1.95% | Q4 2020 | Q1 2021 | 2 |
B. Metzler seel. Sohn & Co. AG | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.05% | 0.32% | 0.59% | Q1 2020 | Q2 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 2 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.51% | 0.94% | Q4 2019 | Q1 2021 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Versor Investments LP | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Stewart Asset Management, LLC | 2 | 2 | 0.34% | 0.50% | 0.67% | Q4 2019 | Q1 2020 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.11% | 0.22% | Q3 2015 | Q3 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Astrantus Ltd | 2 | 2 | 0.25% | 0.44% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Tekla Capital Management LLC | 2 | 2 | 0.18% | 0.29% | 0.40% | Q4 2020 | Q1 2021 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.10% | 0.90% | 1.69% | Q1 2019 | Q3 2020 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Cipher Capital LP | 1 | 1 | 0.02% | 0.23% | 0.43% | Q1 2019 | Q2 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WEATHERBIE CAPITAL, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2015 | Q4 2015 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q2 2020 | 2 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.09% | 0.16% | Q3 2015 | Q4 2018 | 2 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q1 2020 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.57% | 0.66% | 0.75% | Q4 2021 | Q1 2022 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
CYPRESS GROWTH FUND III LP | 2 | 2 | 0.86% | 1.21% | 1.57% | Q4 2020 | Q1 2021 | 2 |
RIVERPARK CAPITAL MANAGEMENT LLC | 2 | 2 | 2.12% | 2.36% | 2.60% | Q1 2022 | Q2 2022 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.51% | 0.63% | 0.74% | Q4 2020 | Q1 2021 | 2 |
Spark Investment Management LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q1 2016 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Lattice Capital Management, LLC | 2 | 2 | 0.03% | 0.20% | 0.37% | Q4 2021 | Q1 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.10% | 1.35% | 2.60% | Q4 2020 | Q1 2021 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Worth Venture Partners, LLC | 2 | 2 | 1.20% | 1.39% | 1.59% | Q3 2019 | Q4 2019 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q2 2020 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 2 |
Derbend Asset Management | 2 | 2 | 0.42% | 0.51% | 0.61% | Q2 2021 | Q3 2021 | 2 |
DLD Asset Management, LP | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2019 | Q4 2019 | 2 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.31% | 0.35% | 0.39% | Q3 2018 | Q4 2018 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Wahed Invest LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q2 2022 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.14% | 0.31% | 0.49% | Q1 2019 | Q2 2019 | 2 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.28% | 0.39% | 0.50% | Q4 2020 | Q1 2021 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 2 |
Tavio Capital LLC | 2 | 2 | 2.16% | 2.89% | 3.63% | Q2 2017 | Q3 2017 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Clay Northam Wealth Management, LLC | 2 | 2 | 0.45% | 0.50% | 0.56% | Q4 2021 | Q1 2022 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NIPPON LIFE INSURANCE CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q1 2022 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
OSSIAM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 2 |
Arden Trust Co | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sitrin Capital Management LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2020 | Q3 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2017 | Q2 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2019 | Q2 2019 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2021 | Q2 2021 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2018 | Q1 2018 | 1 |
GFG Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
ENTRUST GLOBAL PARTNERS L L C | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Soviero Asset Management, LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q2 2023 | Q2 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
RBF Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2020 | Q4 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EFG Asset Management (North America) Corp. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SUMMIT PARTNERS L P | 1 | 1 | 4.70% | 4.70% | 4.70% | Q2 2018 | Q2 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kapstone Financial Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2018 | Q3 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SHAKER INVESTMENTS LLC/OH | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2020 | Q4 2020 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2018 | Q3 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2017 | Q4 2017 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2021 | Q1 2021 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alta Wealth Advisors LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2018 | Q2 2018 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JHL Capital Group LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2015 | Q3 2015 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Raging Capital Management, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2019 | Q3 2019 | 1 |
Thrax Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Amia Capital LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Mezzasalma Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NKCFO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Iguana Healthcare Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2017 | Q3 2017 | 1 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Contour Asset Management LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2018 | Q2 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2021 | Q3 2021 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hall Kathryn A. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2017 | Q1 2017 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Trustees of Princeton University | 1 | 1 | 2.60% | 2.60% | 2.60% | Q2 2018 | Q2 2018 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crystal Rock Capital Management | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2020 | Q3 2020 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Secure Asset Management, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2020 | Q2 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2015 | Q3 2015 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2019 | Q3 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
DUMAC, INC. | 1 | 1 | 4.99% | 4.99% | 4.99% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2015 | Q3 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Seaport Global Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2020 | Q4 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
THB ASSET MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2021 | Q3 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
H2O AM LLP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2020 | Q4 2020 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PARK CIRCLE Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Orbimed Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Gagnon Advisors, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2015 | Q3 2015 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Pier Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Plymouth Lane Capital Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2015 | Q4 2015 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Arnhold LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvvo Partners LLC | 1 | 1 | 9.95% | 9.95% | 9.95% | Q4 2020 | Q4 2020 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2021 | Q1 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2020 | Q4 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Endurant Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GAGNON SECURITIES LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2015 | Q3 2015 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2015 | Q3 2015 | 1 |
Chescapmanager LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2020 | Q3 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Prostatis Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Triumph Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q2 2023 | 1 |
JDC-JSC L.P. | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2020 | Q3 2020 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2019 | Q2 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2020 | Q3 2020 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLG LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.38% | 3.38% | 3.38% | Q3 2018 | Q3 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Eversept Partners, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
American Assets Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Century Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Tamarack Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Shellback Capital, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2019 | Q2 2019 | 1 |
Anson Funds Management LP | 1 | 1 | 4.47% | 4.47% | 4.47% | Q1 2019 | Q1 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Atreides Management, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2020 | Q3 2020 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
American Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own TELADOC HEALTH INC or have owned TELADOC HEALTH INC in the past.