Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 115 |
Citadel Advisors | 30 | 11 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 97 |
D. E. Shaw & Co., Inc. | 26 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 82 |
Walleye Trading LLC | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 75 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 21 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 72 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 71 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 68 |
JANE STREET GROUP, LLC | 20 | 3 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 67 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2021 | 61 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.24% | Q3 2018 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 54 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 54 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 51 |
HUNTINGTON NATIONAL BANK | 36 | 4 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 47 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 46 | 46 | 0.01% | 0.04% | 0.14% | Q2 2012 | Q3 2023 | 46 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 46 | 46 | 0.00% | 0.04% | 0.11% | Q2 2012 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.37% | 0.62% | 1.05% | Q1 2013 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
MAR VISTA INVESTMENT PARTNERS LLC | 43 | 43 | 0.02% | 3.46% | 5.71% | Q1 2013 | Q3 2023 | 43 |
CAPSTONE INVESTMENT ADVISORS, LLC | 16 | 1 | 0.00% | 0.02% | 0.13% | Q4 2015 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.07% | 0.23% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 43 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.17% | 0.51% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.05% | 1.09% | 1.84% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 16 | 1 | 0.00% | 0.03% | 0.20% | Q4 2015 | Q4 2021 | 42 |
Stockbridge Partners LLC | 42 | 42 | 12.00% | 20.16% | 27.70% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OAK RIDGE INVESTMENTS LLC | 42 | 42 | 0.18% | 0.54% | 1.14% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FRED ALGER MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.43% | 2.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.01% | 0.21% | 0.50% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.18% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Matrix Capital Management Company, LP | 42 | 42 | 5.52% | 7.64% | 13.32% | Q2 2013 | Q3 2023 | 42 |
COLONY GROUP LLC | 42 | 42 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.05% | 0.06% | Q2 2012 | Q4 2022 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.00% | 0.12% | 1.56% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 0.07% | 0.38% | 1.15% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.14% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.82% | 1.59% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.00% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 42 | 42 | 0.38% | 0.98% | 2.07% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.42% | 0.67% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Haverford Trust Co | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 41 |
KING LUTHER CAPITAL MANAGEMENT CORP | 39 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WESTPAC BANKING CORP | 41 | 41 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 41 |
APG Asset Management N.V. | 27 | 14 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 32 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2023 | 40 |
Neuberger Berman Group LLC | 40 | 40 | 0.00% | 0.02% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Robeco Institutional Asset Management B.V. | 40 | 40 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Group LLC | 11 | 2 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2018 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 40 |
CANADA PENSION PLAN INVESTMENT BOARD | 37 | 3 | 0.00% | 0.05% | 0.24% | Q1 2013 | Q3 2023 | 40 |
PRIMECAP MANAGEMENT CO/CA/ | 40 | 40 | 0.00% | 0.14% | 0.39% | Q4 2013 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 1.05% | 1.61% | 2.28% | Q4 2013 | Q3 2023 | 40 |
CIBC Asset Management Inc | 37 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 40 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 39 | 39 | 0.08% | 0.16% | 0.22% | Q1 2014 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 31 | 8 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 39 |
Berkshire Partners LLC | 39 | 39 | 39.34% | 74.44% | 100.00% | Q2 2013 | Q4 2022 | 39 |
FIRST TRUST ADVISORS LP | 36 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q1 2023 | 39 |
Cubist Systematic Strategies, LLC | 18 | 2 | 0.00% | 0.05% | 0.17% | Q2 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Select Equity Group, L.P. | 28 | 11 | 0.01% | 1.42% | 2.85% | Q4 2013 | Q3 2023 | 39 |
AMALGAMATED BANK | 37 | 2 | 0.04% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 39 |
GILDER GAGNON HOWE & CO LLC | 39 | 39 | 0.05% | 0.13% | 0.29% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 21 | 17 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 38 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2022 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 18 | 1 | 0.02% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 3 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 38 |
DUPONT CAPITAL MANAGEMENT CORP | 31 | 7 | 0.01% | 0.25% | 1.26% | Q2 2013 | Q3 2023 | 38 |
BNP Paribas Asset Management Holding S.A. | 28 | 10 | 0.00% | 0.02% | 0.14% | Q1 2014 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 38 |
PUTNAM INVESTMENTS LLC | 38 | 38 | 0.00% | 0.11% | 0.29% | Q2 2014 | Q3 2023 | 38 |
SG Americas Securities, LLC | 17 | 2 | 0.00% | 0.02% | 0.28% | Q2 2013 | Q3 2023 | 38 |
Texas Yale Capital Corp. | 37 | 37 | 0.04% | 0.08% | 0.11% | Q3 2014 | Q3 2023 | 37 |
Allianz Asset Management GmbH | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.07% | 0.09% | 0.16% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
LPL Financial LLC | 27 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
TCI Wealth Advisors, Inc. | 35 | 1 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q1 2023 | 36 |
MOODY LYNN & LIEBERSON, LLC | 36 | 36 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Altarock Partners | 36 | 36 | 17.50% | 24.46% | 32.29% | Q4 2014 | Q3 2023 | 36 |
NEVILLE RODIE & SHAW INC | 25 | 1 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q4 2023 | 36 |
Douglass Winthrop Advisors, LLC | 23 | 12 | 0.01% | 0.91% | 2.25% | Q3 2014 | Q3 2023 | 35 |
Capital International Investors | 35 | 35 | 0.10% | 0.72% | 1.42% | Q1 2015 | Q3 2023 | 35 |
SUMITOMO LIFE INSURANCE CO | 35 | 35 | 0.03% | 0.16% | 0.33% | Q1 2015 | Q3 2023 | 35 |
Capital International Sarl | 35 | 35 | 0.00% | 0.61% | 1.72% | Q1 2015 | Q3 2023 | 35 |
FineMark National Bank & Trust | 18 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 17 | 1 | 0.00% | 0.16% | 0.54% | Q2 2013 | Q3 2023 | 35 |
Triple Frond Partners | 35 | 35 | 7.49% | 11.88% | 17.10% | Q1 2015 | Q3 2023 | 35 |
GATEWAY INVESTMENT ADVISERS LLC | 31 | 4 | 0.00% | 0.11% | 0.20% | Q4 2014 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 31 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 32 | 1 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 34 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 34 |
DF DENT & CO INC | 34 | 34 | 0.42% | 2.19% | 3.41% | Q2 2015 | Q3 2023 | 34 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2023 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 2 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Lone Pine Capital | 15 | 2 | 0.66% | 2.67% | 4.78% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 34 |
CAPITAL INTERNATIONAL LTD /CA/ | 21 | 13 | 0.08% | 0.61% | 1.56% | Q1 2015 | Q3 2023 | 34 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 4 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 8 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 33 |
Carnegie Capital Asset Management, LLC | 25 | 2 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
BANK OF NOVA SCOTIA | 30 | 1 | 0.00% | 0.03% | 0.23% | Q4 2013 | Q3 2023 | 33 |
COMMERCE BANK | 23 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 33 |
WASHINGTON TRUST Co | 18 | 15 | 0.00% | 0.25% | 1.29% | Q1 2014 | Q3 2023 | 33 |
CLOUGH CAPITAL PARTNERS L P | 14 | 1 | 0.25% | 1.68% | 3.90% | Q2 2013 | Q3 2023 | 33 |
Capital International, Inc./CA/ | 33 | 33 | 0.14% | 0.73% | 1.31% | Q3 2015 | Q3 2023 | 33 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 32 | 32 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
CAT ROCK CAPITAL MANAGEMENT LP | 32 | 32 | 0.56% | 23.18% | 49.41% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 12 | 1 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 32 |
State of New Jersey Common Pension Fund D | 28 | 4 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 32 |
EULAV Asset Management | 32 | 32 | 0.23% | 1.38% | 3.71% | Q4 2015 | Q3 2023 | 32 |
IBM Retirement Fund | 17 | 15 | 0.04% | 0.09% | 0.92% | Q2 2013 | Q1 2022 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2020 | 31 |
Baird Financial Group, Inc. | 21 | 10 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 31 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 30 | 1 | 0.03% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 31 |
LORD, ABBETT & CO. LLC | 12 | 7 | 0.01% | 0.14% | 0.44% | Q4 2013 | Q3 2023 | 31 |
TIGER GLOBAL MANAGEMENT LLC | 20 | 11 | 1.33% | 4.33% | 9.30% | Q2 2013 | Q3 2021 | 31 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 31 | 0.14% | 0.19% | 0.27% | Q1 2016 | Q3 2023 | 31 |
NAVELLIER & ASSOCIATES INC | 31 | 31 | 0.03% | 0.12% | 0.54% | Q3 2012 | Q1 2020 | 31 |
Korea Investment CORP | 20 | 1 | 0.00% | 0.04% | 0.18% | Q1 2015 | Q3 2023 | 31 |
PROFUND ADVISORS LLC | 30 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q2 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.10% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.30% | 1.33% | Q1 2016 | Q3 2023 | 31 |
Kentucky Retirement Systems Insurance Trust Fund | 30 | 30 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q1 2021 | 30 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 30 |
FEDERATED HERMES, INC. | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Norinchukin Bank, The | 30 | 30 | 0.02% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
TEXAS PERMANENT SCHOOL FUND CORP | 30 | 30 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 30 |
Employees Retirement System of Texas | 14 | 2 | 0.01% | 0.13% | 0.59% | Q2 2015 | Q3 2023 | 30 |
Aravt Global | 30 | 30 | 2.38% | 10.09% | 50.36% | Q4 2014 | Q1 2022 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Louisiana State Employees Retirement System | 30 | 30 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 14 | 4 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 30 |
Kentucky Retirement Systems | 30 | 30 | 0.05% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 30 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30 | 30 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Chevy Chase Trust Holdings, LLC | 30 | 30 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Retirement Systems of Alabama | 30 | 30 | 0.03% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Arizona State Retirement System | 30 | 30 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 30 |
ProShare Advisors LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
State of Tennessee, Treasury Department | 30 | 30 | 0.01% | 0.07% | 0.25% | Q2 2016 | Q3 2023 | 30 |
Tiger Eye Capital LLC | 15 | 2 | 0.06% | 2.81% | 5.42% | Q2 2013 | Q2 2022 | 30 |
HighVista Strategies LLC | 27 | 1 | 0.30% | 1.56% | 2.89% | Q2 2013 | Q2 2023 | 29 |
LOOMIS SAYLES & CO L P | 19 | 1 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q2 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Southeast Asset Advisors Inc. | 29 | 29 | 0.19% | 0.36% | 0.60% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Andra AP-fonden | 16 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q2 2023 | 29 |
Ancora Advisors LLC | 29 | 29 | 0.02% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Global Endowment Management, LP | 25 | 1 | 0.04% | 0.32% | 1.01% | Q2 2013 | Q3 2023 | 29 |
Edgestream Partners, L.P. | 18 | 1 | 0.01% | 1.31% | 5.02% | Q2 2014 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.11% | 0.33% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
QS Investors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2021 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 28 |
Squarepoint Ops LLC | 15 | 1 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 28 |
Glassman Wealth Services | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 28 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 28 |
TREMBLANT CAPITAL GROUP | 26 | 26 | 0.70% | 2.91% | 5.42% | Q2 2013 | Q3 2019 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 28 | 28 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
KBC Group NV | 27 | 27 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q4 2019 | 27 |
ADVENT INTERNATIONAL, L.P. | 27 | 27 | 0.05% | 2.39% | 6.86% | Q1 2017 | Q3 2023 | 27 |
PALISADE CAPITAL MANAGEMENT, LP | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Oakcliff Capital Partners, LP | 27 | 27 | 10.48% | 15.00% | 24.58% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
MANOR ROAD CAPITAL PARTNERS, LLC | 13 | 3 | 1.82% | 5.43% | 14.93% | Q3 2013 | Q3 2021 | 27 |
Private Advisor Group, LLC | 18 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 27 |
HighTower Advisors, LLC | 24 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Rafferty Asset Management, LLC | 25 | 2 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 27 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 27 |
TimesSquare Capital Management, LLC | 27 | 27 | 0.28% | 0.50% | 1.01% | Q2 2013 | Q4 2019 | 27 |
Sands Capital Management | 27 | 27 | 0.01% | 0.16% | 0.42% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 25 | 1 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q3 2023 | 27 |
White Elm Capital, LLC | 27 | 27 | 3.08% | 4.84% | 7.56% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Saba Capital Management, L.P. | 11 | 3 | 0.02% | 1.59% | 6.16% | Q1 2019 | Q3 2023 | 27 |
Capital Research Global Investors | 27 | 27 | 0.11% | 0.23% | 0.48% | Q1 2017 | Q3 2023 | 27 |
Sequoia Financial Advisors, LLC | 22 | 4 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 26 |
SENTRY INVESTMENT MANAGEMENT LLC | 15 | 11 | 0.03% | 0.08% | 0.13% | Q2 2016 | Q3 2023 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MASON STREET ADVISORS, LLC | 19 | 7 | 0.04% | 0.08% | 0.21% | Q2 2013 | Q4 2020 | 26 |
CWM, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Meritage Group LP | 26 | 26 | 2.04% | 6.07% | 12.25% | Q2 2017 | Q3 2023 | 26 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.17% | 0.72% | Q2 2013 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 26 |
WINDACRE PARTNERSHIP LLC | 24 | 2 | 4.82% | 19.79% | 33.76% | Q1 2017 | Q3 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 26 |
Ensemble Capital Management | 26 | 26 | 0.46% | 3.92% | 6.34% | Q3 2013 | Q4 2019 | 26 |
NORDEA INVESTMENT MANAGEMENT AB | 25 | 25 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2019 | 25 |
Allen Investment Management, LLC | 22 | 1 | 0.07% | 3.44% | 5.60% | Q1 2015 | Q4 2021 | 25 |
FARMERS & MERCHANTS INVESTMENTS INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 25 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.16% | 0.57% | Q2 2013 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.00% | 0.06% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.09% | Q3 2017 | Q3 2023 | 25 |
FIL Ltd | 16 | 9 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q4 2019 | 25 |
STEPHENS INC /AR/ | 21 | 1 | 0.01% | 0.10% | 0.14% | Q4 2015 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.04% | 0.24% | Q1 2019 | Q3 2023 | 25 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.25% | 0.54% | 1.04% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2019 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.14% | 0.60% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q1 2019 | 24 |
RUDMAN ERROL M | 24 | 24 | 6.36% | 12.05% | 24.44% | Q2 2013 | Q1 2019 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.20% | 1.75% | 4.69% | Q4 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 24 |
MAVERICK CAPITAL LTD | 15 | 1 | 0.00% | 2.34% | 4.81% | Q2 2013 | Q3 2023 | 24 |
Ithaka Group | 17 | 1 | 0.03% | 1.79% | 3.07% | Q2 2013 | Q2 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Man Group plc | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
EARNEST PARTNERS LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Mariner, LLC | 18 | 5 | 0.01% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 16 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 23 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.13% | 0.66% | Q3 2015 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 23 |
Gilbert & Cook, Inc. | 22 | 1 | 0.08% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 23 |
Hound Partners | 16 | 7 | 0.43% | 2.93% | 6.31% | Q2 2013 | Q4 2021 | 23 |
Weitz Investment Management | 15 | 8 | 0.40% | 2.22% | 3.56% | Q2 2013 | Q4 2019 | 23 |
Vident Investment Advisory, LLC | 11 | 2 | 0.01% | 0.11% | 0.56% | Q1 2015 | Q2 2023 | 23 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 4 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q3 2019 | 23 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.01% | 0.09% | 0.37% | Q1 2015 | Q3 2023 | 23 |
OppenheimerFunds, Inc. | 17 | 3 | 0.00% | 0.03% | 0.12% | Q1 2013 | Q1 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
GIRARD PARTNERS LTD. | 23 | 23 | 0.17% | 0.32% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2020 | 23 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.09% | 0.75% | Q4 2018 | Q1 2022 | 22 |
Pennant Capital Management, LLC | 21 | 21 | 1.90% | 5.50% | 9.17% | Q2 2013 | Q2 2018 | 22 |
Talara Capital Management, LLC | 22 | 22 | 3.16% | 5.89% | 10.87% | Q2 2013 | Q3 2018 | 22 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.12% | 0.59% | Q1 2015 | Q3 2023 | 22 |
CONNING INC. | 20 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 1 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q4 2019 | 22 |
East Coast Asset Management, LLC. | 15 | 7 | 1.40% | 8.53% | 15.88% | Q2 2015 | Q3 2023 | 22 |
SCOPUS ASSET MANAGEMENT, L.P. | 11 | 1 | 0.02% | 0.35% | 1.14% | Q2 2013 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
CAPITAL GUARDIAN TRUST CO | 18 | 4 | 0.00% | 0.82% | 1.66% | Q2 2013 | Q2 2019 | 22 |
OPPENHEIMER & CO INC | 19 | 3 | 0.01% | 0.04% | 0.18% | Q1 2015 | Q3 2023 | 22 |
L & S Advisors Inc | 22 | 22 | 0.10% | 0.17% | 0.34% | Q2 2016 | Q3 2021 | 22 |
Private Ocean, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Brown Advisory Securities, LLC | 21 | 21 | 0.08% | 0.13% | 0.18% | Q1 2014 | Q1 2019 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.04% | 0.29% | Q2 2014 | Q2 2023 | 21 |
Alberta Investment Management Corp | 16 | 2 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
GAM Holding AG | 17 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 21 |
Pennant Investors, LP | 21 | 21 | 4.32% | 8.07% | 13.24% | Q3 2018 | Q3 2023 | 21 |
NATIXIS ADVISORS, L.P. | 16 | 5 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 21 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.13% | 0.49% | Q4 2014 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
EQUITABLE TRUST CO | 21 | 21 | 0.03% | 0.40% | 0.82% | Q3 2018 | Q3 2023 | 21 |
Marble Arch Investments | 21 | 21 | 2.26% | 4.79% | 10.07% | Q2 2013 | Q2 2018 | 21 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2022 | 20 |
JENNISON ASSOCIATES LLC | 18 | 2 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q2 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JMG Financial Group, Ltd. | 14 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Motley Fool Asset Management LLC | 18 | 2 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Coastal Bridge Advisors, LLC | 14 | 6 | 0.06% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 20 |
ALLEN OPERATIONS LLC | 20 | 20 | 0.24% | 0.46% | 0.70% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 20 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 20 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.07% | 0.36% | Q4 2017 | Q3 2022 | 20 |
Delta Investment Management, LLC | 20 | 20 | 2.50% | 4.43% | 8.41% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 1 | 0.00% | 0.16% | 0.82% | Q4 2016 | Q3 2023 | 19 |
GOODNOW INVESTMENT GROUP, LLC | 19 | 19 | 2.26% | 4.12% | 7.50% | Q1 2019 | Q3 2023 | 19 |
Alkeon Capital Management | 19 | 19 | 0.30% | 0.56% | 0.83% | Q1 2019 | Q3 2023 | 19 |
Chicago Capital, LLC | 19 | 19 | 0.05% | 0.54% | 1.89% | Q1 2019 | Q3 2023 | 19 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.12% | 0.82% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BOKF, NA | 9 | 4 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
ING GROEP NV | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.06% | 0.20% | Q2 2017 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Candriam S.C.A. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.05% | 0.16% | Q3 2018 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.19% | 0.62% | Q2 2014 | Q3 2023 | 19 |
AXA S.A. | 12 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2020 | 19 |
ETRADE Capital Management LLC | 10 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GHP Investment Advisors, Inc. | 14 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 19 |
Catalyst Capital Advisors LLC | 6 | 2 | 0.00% | 0.44% | 1.77% | Q3 2014 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
ZACKS INVESTMENT MANAGEMENT | 4 | 2 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2022 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Sepio Capital, LP | 13 | 5 | 0.03% | 0.12% | 0.45% | Q4 2018 | Q2 2023 | 18 |
Beacon Pointe Advisors, LLC | 14 | 4 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.25% | 0.44% | Q4 2013 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.24% | 0.60% | Q1 2015 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 18 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.10% | 0.29% | Q1 2018 | Q3 2023 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 2 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 18 |
SeaCrest Wealth Management, LLC | 12 | 6 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 18 |
MONTAG A & ASSOCIATES INC | 14 | 1 | 0.01% | 0.12% | 0.32% | Q1 2018 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 2 | 0.00% | 0.06% | 0.29% | Q1 2017 | Q3 2023 | 18 |
Summit Trail Advisors, LLC | 12 | 1 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 18 |
PineBridge Investments, L.P. | 17 | 1 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q3 2023 | 18 |
Fairbanks Capital Management, Inc. | 18 | 18 | 0.42% | 5.30% | 8.80% | Q2 2019 | Q3 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.20% | 0.46% | 0.86% | Q2 2013 | Q3 2017 | 18 |
Banco Santander, S.A. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
First Horizon Advisors, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 17 |
Nationwide Fund Advisors | 16 | 1 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2017 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
TELEMUS CAPITAL, LLC | 17 | 17 | 0.02% | 0.10% | 0.24% | Q3 2019 | Q3 2023 | 17 |
HOWE & RUSLING INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.07% | 0.16% | Q4 2018 | Q4 2022 | 17 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 17 |
Redpoint Investment Management Pty Ltd | 7 | 4 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 17 |
Symmetry Investments LP | 12 | 12 | 0.59% | 2.76% | 8.63% | Q4 2020 | Q3 2023 | 17 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2019 | 17 |
Heard Capital LLC | 16 | 16 | 0.11% | 9.07% | 11.38% | Q4 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 7 | 4 | 0.00% | 0.02% | 0.21% | Q4 2017 | Q3 2023 | 17 |
Tesuji Partners | 17 | 17 | 9.79% | 14.85% | 23.15% | Q3 2014 | Q3 2018 | 17 |
Skye Global Management LP | 13 | 1 | 0.02% | 0.64% | 3.43% | Q1 2018 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q1 2022 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.00% | 0.05% | 0.77% | Q2 2013 | Q2 2017 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.47% | 0.69% | 0.95% | Q2 2017 | Q2 2021 | 17 |
Crescent Grove Advisors, LLC | 17 | 17 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2022 | 17 |
Family Legacy, Inc. | 17 | 17 | 0.26% | 0.44% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 14 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2020 | 17 |
LAZARD ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
WMS Partners, LLC | 11 | 1 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q2 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Sustainable Insight Capital Management, LLC | 6 | 1 | 0.96% | 1.95% | 3.76% | Q4 2016 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 16 |
Insight Wealth Strategies, LLC | 14 | 2 | 0.12% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 16 |
FORSTA AP-FONDEN | 15 | 1 | 0.06% | 0.12% | 0.52% | Q4 2015 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.07% | 0.10% | 0.15% | Q4 2017 | Q3 2021 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.17% | 0.45% | Q2 2013 | Q1 2023 | 16 |
Atalan Capital Partners, LP | 14 | 1 | 2.38% | 11.70% | 20.00% | Q4 2015 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.07% | 0.12% | 0.42% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BARINGS LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2021 | 16 |
PYA Waltman Capital, LLC | 16 | 16 | 5.09% | 5.65% | 7.70% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.27% | 0.84% | 1.33% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Kemnay Advisory Services Inc. | 8 | 8 | 0.21% | 1.30% | 4.43% | Q2 2018 | Q2 2022 | 16 |
DUNCKER STREETT & CO INC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
BP PLC | 7 | 2 | 0.03% | 0.08% | 0.17% | Q1 2015 | Q2 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q1 2017 | 16 |
Meiji Yasuda Life Insurance Co | 16 | 16 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 16 |
Global Thematic Partners, LLC | 16 | 16 | 0.98% | 1.33% | 1.83% | Q1 2016 | Q4 2019 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 3 | 0.00% | 0.02% | 0.19% | Q4 2019 | Q4 2023 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 16 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2020 | 16 |
STAMINA CAPITAL MANAGEMENT LP | 14 | 14 | 0.00% | 6.40% | 22.68% | Q4 2019 | Q1 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
EATON VANCE MANAGEMENT | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 16 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.04% | 0.07% | 0.12% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
EAGLE GLOBAL ADVISORS LLC | 15 | 15 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Altshuler Shaham Ltd | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
SCOTIA CAPITAL INC. | 9 | 6 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 15 |
WEATHERBIE CAPITAL, LLC | 15 | 15 | 0.17% | 0.54% | 2.20% | Q2 2013 | Q4 2016 | 15 |
Fruth Investment Management | 15 | 15 | 0.11% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
EVERENCE CAPITAL MANAGEMENT INC | 12 | 3 | 0.13% | 0.26% | 0.38% | Q4 2016 | Q2 2023 | 15 |
BANK OF HAWAII | 13 | 2 | 0.02% | 0.13% | 0.27% | Q3 2016 | Q3 2023 | 15 |
Yiheng Capital Management, L.P. | 14 | 14 | 2.62% | 4.66% | 7.49% | Q2 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 15 |
Artisan Partners Limited Partnership | 12 | 1 | 0.00% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 2 | 0.01% | 0.03% | 0.14% | Q4 2017 | Q4 2022 | 15 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 11 | 4 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 15 |
Deccan Value Investors L.P. | 15 | 15 | 7.82% | 19.55% | 100.00% | Q1 2020 | Q3 2023 | 15 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.10% | 0.31% | Q2 2016 | Q3 2023 | 15 |
Timpani Capital Management LLC | 15 | 15 | 0.78% | 1.16% | 1.48% | Q2 2013 | Q4 2016 | 15 |
GARDNER LEWIS ASSET MANAGEMENT L P | 15 | 15 | 0.12% | 1.07% | 2.55% | Q1 2020 | Q3 2023 | 15 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 3 | 0.03% | 0.10% | 0.17% | Q1 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Allred Capital Management, LLC | 14 | 1 | 0.05% | 0.31% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.07% | 0.20% | Q3 2016 | Q3 2023 | 15 |
LITTLE HOUSE CAPITAL LLC | 10 | 1 | 0.11% | 0.15% | 0.26% | Q1 2019 | Q3 2023 | 15 |
Municipal Employees' Retirement System of Michigan | 9 | 6 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q1 2020 | 15 |
SYMPHONY ASSET MANAGEMENT LLC | 15 | 15 | 0.06% | 0.23% | 0.37% | Q2 2013 | Q4 2016 | 15 |
Tarbox Family Office, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 15 |
Caprock Group, LLC | 14 | 1 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 3 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q3 2020 | 15 |
CLEARFIELD CAPITAL MANAGEMENT LP | 14 | 14 | 0.38% | 10.64% | 19.66% | Q4 2015 | Q1 2019 | 15 |
ALLSTATE CORP | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 15 |
GREENLEAF TRUST | 12 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
FARALLON CAPITAL MANAGEMENT LLC | 14 | 14 | 1.37% | 2.25% | 3.57% | Q2 2013 | Q3 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.06% | 0.08% | 0.17% | Q2 2013 | Q3 2016 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 1 | 0.01% | 0.03% | 0.12% | Q2 2016 | Q3 2020 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.03% | 0.39% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Spyglass Capital Management LLC | 14 | 14 | 2.67% | 3.63% | 5.31% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 13 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 12 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 14 |
Vulcan Value Partners, LLC | 14 | 14 | 3.61% | 6.68% | 8.10% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BRISTOL JOHN W & CO INC /NY/ | 14 | 14 | 1.20% | 1.41% | 1.75% | Q2 2020 | Q3 2023 | 14 |
Abrams Capital Management | 14 | 14 | 6.80% | 7.91% | 9.41% | Q1 2020 | Q2 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q2 2019 | 14 |
EP Wealth Advisors, LLC | 12 | 2 | 0.06% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
OSKIE CAPITAL MANAGEMENT, LLC | 10 | 4 | 1.87% | 3.84% | 6.30% | Q2 2013 | Q4 2016 | 14 |
DnB Asset Management AS | 12 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.06% | 0.17% | Q3 2013 | Q3 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 14 |
Origin Asset Management LLP | 8 | 6 | 0.26% | 1.21% | 2.00% | Q3 2015 | Q1 2020 | 14 |
WINTON GROUP Ltd | 14 | 14 | 0.01% | 0.05% | 0.30% | Q4 2016 | Q1 2020 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Commonwealth Equity Services, Inc | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Mirador Capital Partners LP | 10 | 2 | 0.09% | 0.14% | 0.23% | Q2 2016 | Q3 2020 | 14 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
British Airways Pensions Investment Management Ltd | 9 | 5 | 0.14% | 0.63% | 0.91% | Q4 2014 | Q2 2019 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 9 | 4 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2018 | 13 |
Global Trust Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.16% | 0.38% | Q2 2016 | Q1 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2022 | 13 |
Archon Partners LLC | 13 | 13 | 1.18% | 1.87% | 2.36% | Q3 2020 | Q3 2023 | 13 |
Q Global Advisors, LLC | 8 | 5 | 1.73% | 3.29% | 5.87% | Q1 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.06% | 0.10% | Q3 2014 | Q3 2017 | 13 |
Diversified Trust Co | 8 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.00% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 13 |
Empirical Finance, LLC | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.04% | 0.13% | Q3 2016 | Q3 2019 | 13 |
NATIXIS | 5 | 1 | 0.00% | 0.06% | 0.30% | Q1 2015 | Q3 2023 | 13 |
VALINOR MANAGEMENT, L.P. | 13 | 13 | 2.05% | 3.66% | 5.79% | Q1 2017 | Q1 2020 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 1 | 0.00% | 0.23% | 0.76% | Q1 2020 | Q3 2023 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 13 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.14% | 0.23% | 0.36% | Q4 2016 | Q2 2023 | 13 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 1 | 0.01% | 0.35% | 1.28% | Q4 2017 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Mount Yale Investment Advisors, LLC | 13 | 13 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.03% | 0.07% | 0.10% | Q4 2013 | Q4 2016 | 13 |
Holocene Advisors, LP | 12 | 1 | 0.00% | 0.10% | 0.23% | Q4 2017 | Q1 2023 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2020 | 13 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.13% | 0.54% | 1.26% | Q3 2015 | Q3 2018 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Blue Fin Capital, Inc. | 11 | 2 | 0.09% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q2 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
OBERNDORF WILLIAM E | 13 | 13 | 3.50% | 10.32% | 16.08% | Q3 2020 | Q3 2023 | 13 |
RICE HALL JAMES & ASSOCIATES, LLC | 13 | 13 | 0.02% | 0.12% | 0.28% | Q4 2015 | Q4 2018 | 13 |
Harvest Fund Management Co., Ltd | 10 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 13 |
Crystal Rock Capital Management | 13 | 13 | 0.34% | 3.39% | 5.49% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2021 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.00% | 0.01% | 0.11% | Q3 2020 | Q3 2023 | 13 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q1 2020 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2016 | 12 |
COOKSON PEIRCE & CO INC | 7 | 2 | 0.05% | 1.83% | 3.10% | Q2 2016 | Q3 2023 | 12 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.04% | 0.91% | 3.39% | Q2 2013 | Q1 2021 | 12 |
Circle Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 12 |
PRUDENTIAL PLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 12 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q1 2017 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2019 | 12 |
COUNTRY TRUST BANK | 12 | 12 | 0.00% | 0.85% | 1.36% | Q1 2017 | Q4 2019 | 12 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
SAYA MANAGEMENT LP | 7 | 5 | 6.50% | 10.72% | 15.09% | Q4 2018 | Q2 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Mizuho Asset Management Co.,Ltd. | 12 | 12 | 0.01% | 0.24% | 0.47% | Q4 2013 | Q3 2016 | 12 |
Corient Capital Partners, LLC | 10 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Cedar Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 1.50% | 1.89% | 2.62% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.02% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
WoodTrust Financial Corp | 10 | 2 | 0.08% | 0.28% | 0.47% | Q3 2020 | Q3 2023 | 12 |
Nippon Life Global Investors Americas, Inc. | 12 | 12 | 0.11% | 0.34% | 0.57% | Q3 2020 | Q2 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bluegrass Capital Partners LP | 12 | 12 | 8.10% | 10.42% | 12.54% | Q4 2020 | Q3 2023 | 12 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 12 | 12 | 3.59% | 5.54% | 7.53% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BRX Global LP | 12 | 12 | 18.04% | 24.63% | 31.50% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 2.60% | 3.24% | 4.08% | Q4 2020 | Q3 2023 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.15% | 0.28% | 0.32% | Q1 2020 | Q4 2022 | 12 |
Neuberger Berman Canada ULC | 12 | 12 | 0.10% | 0.35% | 0.72% | Q2 2014 | Q1 2017 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.36% | 0.39% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Westhampton Capital, LLC | 12 | 12 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 9 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2022 | 12 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.13% | 0.60% | Q1 2018 | Q1 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.10% | 0.31% | Q3 2014 | Q3 2023 | 12 |
Anabranch Capital Management, LP | 12 | 12 | 17.15% | 23.55% | 28.42% | Q4 2020 | Q3 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.52% | 0.85% | 1.49% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST BANK | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Weaver C. Barksdale & Associates, Inc. | 12 | 12 | 1.77% | 2.00% | 2.16% | Q2 2013 | Q1 2016 | 12 |
Alyeska Investment Group, L.P. | 8 | 1 | 0.01% | 0.38% | 0.75% | Q3 2016 | Q3 2023 | 12 |
Investidor Profissional Gestao de Recursos Ltda. | 12 | 12 | 0.70% | 4.15% | 8.94% | Q4 2020 | Q3 2023 | 12 |
Teza Capital Management LLC | 5 | 1 | 0.06% | 0.20% | 0.37% | Q3 2018 | Q3 2023 | 12 |
DELTA LLOYD NV | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2016 | 12 |
Arlington Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Arrow Capital Management, LLC | 12 | 12 | 0.10% | 3.09% | 5.86% | Q4 2013 | Q3 2016 | 12 |
Ilmarinen Mutual Pension Insurance Co | 11 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 12 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Calamos Advisors LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
LeVasseur Capital Partners LLC | 12 | 12 | 12.28% | 15.00% | 17.07% | Q4 2013 | Q3 2016 | 12 |
People's United Financial, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 12 |
OAK ASSOCIATES LTD /OH/ | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 10 | 2 | 0.13% | 0.18% | 0.24% | Q1 2020 | Q3 2023 | 12 |
Yarra Square Partners LP | 12 | 12 | 0.35% | 4.07% | 5.49% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2019 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 6 | 2 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q1 2023 | 11 |
IFC Holdings Incorporated/FL | 11 | 11 | 0.44% | 0.55% | 0.67% | Q2 2013 | Q4 2015 | 11 |
Tredje AP-fonden | 7 | 1 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q1 2020 | 11 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.26% | 0.69% | Q4 2015 | Q1 2023 | 11 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.14% | 0.33% | Q4 2017 | Q3 2021 | 11 |
SHELTON CAPITAL MANAGEMENT | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 11 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
DENVER INVESTMENT ADVISORS LLC | 9 | 2 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q4 2016 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
CHURCHILL MANAGEMENT Corp | 8 | 3 | 0.13% | 0.21% | 0.32% | Q1 2018 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Bain Capital Public Equity Management, LLC | 9 | 2 | 1.44% | 5.61% | 10.09% | Q2 2013 | Q2 2016 | 11 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ACCOUNT MANAGEMENT LLC | 11 | 11 | 0.70% | 0.91% | 1.27% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 11 |
Blueshift Asset Management, LLC | 6 | 2 | 0.07% | 0.41% | 0.89% | Q2 2019 | Q3 2022 | 11 |
Ampfield Management, L.P. | 11 | 11 | 17.64% | 26.19% | 38.06% | Q1 2021 | Q3 2023 | 11 |
Xact Kapitalforvaltning AB | 11 | 11 | 0.07% | 0.11% | 0.16% | Q3 2016 | Q1 2019 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.15% | 0.32% | Q2 2013 | Q4 2015 | 11 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q2 2023 | 11 |
Third Point | 7 | 4 | 0.61% | 1.88% | 2.84% | Q1 2016 | Q1 2022 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 10 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 11 |
Soros Fund Management | 5 | 1 | 0.01% | 0.52% | 2.42% | Q4 2013 | Q4 2022 | 11 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.12% | 0.25% | Q1 2015 | Q3 2022 | 11 |
Tributary Capital Management, LLC | 11 | 11 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q1 2022 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q1 2020 | 11 |
FORT, L.P. | 11 | 11 | 0.03% | 0.37% | 0.61% | Q2 2018 | Q4 2020 | 11 |
OSSIAM | 7 | 1 | 0.00% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 11 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.03% | 0.20% | 0.63% | Q3 2016 | Q3 2023 | 10 |
TOBAM | 10 | 10 | 0.04% | 0.64% | 2.30% | Q4 2013 | Q1 2016 | 10 |
Simplicity Solutions, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q2 2021 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.24% | 1.24% | 1.86% | Q4 2015 | Q1 2023 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 10 |
Trustees of Princeton University | 5 | 5 | 6.61% | 16.21% | 41.12% | Q4 2019 | Q4 2022 | 10 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 10 | 10 | 0.43% | 0.61% | 0.79% | Q2 2013 | Q3 2015 | 10 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q1 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2015 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
CHILTON INVESTMENT CO INC. | 9 | 1 | 0.50% | 1.77% | 2.79% | Q4 2013 | Q4 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.06% | 0.19% | Q3 2019 | Q4 2022 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
CAXTON CORP | 6 | 4 | 0.18% | 0.45% | 1.13% | Q1 2019 | Q1 2022 | 10 |
NN Investment Partners Holdings N.V. | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2018 | 10 |
FIDUCIARY TRUST INTERNATIONAL LLC | 7 | 1 | 0.00% | 0.09% | 0.17% | Q2 2013 | Q4 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
TCW GROUP INC | 5 | 1 | 0.02% | 0.12% | 0.19% | Q1 2016 | Q3 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Numeric Investors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 10 |
Centre Asset Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.10% | Q3 2014 | Q4 2016 | 10 |
Assenagon Asset Management S.A. | 5 | 2 | 0.00% | 0.04% | 0.40% | Q3 2020 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.06% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.09% | 0.74% | Q4 2015 | Q2 2023 | 10 |
Liberty Mutual Group Asset Management Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q2 2020 | 10 |
AGF Investments LLC | 8 | 2 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q1 2020 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Freedom Investment Management, Inc. | 8 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 9 |
Smith, Salley & Associates | 9 | 9 | 0.33% | 0.90% | 1.07% | Q1 2018 | Q1 2020 | 9 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
CHILTON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.93% | 1.12% | 1.37% | Q3 2021 | Q3 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.18% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Meru Capital Group, LP | 9 | 9 | 0.17% | 2.02% | 2.78% | Q3 2013 | Q3 2015 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.56% | 0.64% | 0.78% | Q3 2021 | Q3 2023 | 9 |
Blue Ridge Capital, L.L.C. | 9 | 9 | 2.36% | 3.47% | 4.92% | Q3 2015 | Q3 2017 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Accretive Wealth Partners, LLC | 9 | 9 | 0.57% | 0.66% | 0.78% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
&PARTNERS | 9 | 9 | 0.12% | 0.24% | 0.31% | Q2 2020 | Q2 2022 | 9 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.12% | 0.21% | Q1 2019 | Q1 2022 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
MINOT CAPITAL, LP | 9 | 9 | 2.01% | 3.81% | 5.73% | Q3 2021 | Q3 2023 | 9 |
1832 Asset Management L.P. | 6 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Lee Financial Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GW&K Investment Management, LLC | 9 | 9 | 0.14% | 0.22% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q1 2022 | 9 |
MIDDLETON & CO INC/MA | 9 | 9 | 1.16% | 1.29% | 1.47% | Q4 2013 | Q4 2015 | 9 |
Regal Investment Advisors LLC | 7 | 1 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q4 2022 | 9 |
FIRST CITIZENS BANK & TRUST CO | 7 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 9 |
Qtron Investments LLC | 6 | 1 | 0.07% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.12% | 0.25% | 0.38% | Q4 2015 | Q4 2017 | 9 |
EAGLE ASSET MANAGEMENT INC | 6 | 3 | 0.01% | 0.21% | 0.40% | Q1 2017 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.13% | 0.24% | 0.52% | Q2 2013 | Q3 2019 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Quantinno Capital Management LP | 6 | 3 | 0.04% | 0.16% | 0.43% | Q2 2020 | Q3 2023 | 9 |
Machina Capital S.A.S. | 5 | 1 | 0.03% | 0.41% | 1.25% | Q4 2018 | Q2 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.12% | 0.21% | 0.29% | Q1 2021 | Q1 2023 | 9 |
MinichMacGregor Wealth Management, LLC | 4 | 1 | 0.00% | 0.23% | 0.51% | Q4 2015 | Q3 2021 | 9 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 9 | 0.22% | 0.26% | 0.31% | Q3 2021 | Q3 2023 | 9 |
CIBC BANK USA | 9 | 9 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q4 2019 | 9 |
TIFF ADVISORY SERVICES, LLC | 9 | 9 | 5.48% | 6.41% | 9.46% | Q2 2020 | Q2 2022 | 9 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.16% | Q3 2015 | Q1 2023 | 9 |
Diametric Capital, LP | 5 | 1 | 0.12% | 1.26% | 3.56% | Q2 2018 | Q1 2023 | 9 |
OLD DOMINION CAPITAL MANAGEMENT INC | 6 | 1 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2021 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q1 2023 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.24% | 0.49% | Q2 2013 | Q1 2017 | 9 |
First Personal Financial Services | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.02% | 0.13% | Q4 2022 | Q3 2023 | 9 |
DAVIS SELECTED ADVISERS | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q3 2015 | 9 |
Mill Capital Management, LLC | 8 | 8 | 1.55% | 1.88% | 2.35% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
WASATCH ADVISORS LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
CenterBook Partners LP | 8 | 8 | 0.21% | 0.66% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.00% | 0.14% | 0.22% | Q3 2018 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.53% | 0.63% | 0.77% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Intrinsic Edge Capital Management LLC | 7 | 1 | 0.31% | 0.89% | 1.48% | Q3 2021 | Q3 2023 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.10% | 0.18% | Q1 2015 | Q1 2022 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 7 | 1 | 0.02% | 0.15% | 0.40% | Q1 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners Ltd., Inc. | 7 | 1 | 0.17% | 0.33% | 0.60% | Q4 2016 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.05% | 0.23% | 0.58% | Q1 2014 | Q4 2022 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.42% | 0.72% | 0.98% | Q3 2020 | Q2 2022 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 8 |
VONTOBEL ASSET MANAGEMENT INC | 7 | 1 | 0.05% | 0.52% | 1.22% | Q2 2013 | Q2 2015 | 8 |
CENTRAL TRUST Co | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2016 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.80% | 1.07% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Your Advocates Ltd., LLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UNIVERSITY OF NOTRE DAME DU LAC | 3 | 2 | 1.33% | 2.19% | 3.76% | Q1 2017 | Q3 2021 | 8 |
Illinois Municipal Retirement Fund | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
LFA - Lugano Financial Advisors SA | 5 | 3 | 0.09% | 0.19% | 0.33% | Q2 2018 | Q2 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sculptor Capital LP | 8 | 8 | 0.02% | 0.15% | 0.33% | Q2 2013 | Q1 2015 | 8 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2020 | 8 |
First Heartland Consultants, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
TIEDEMANN ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Crow's Nest Holdings LP | 8 | 8 | 12.99% | 16.60% | 20.42% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 2 | 0.29% | 0.44% | 0.78% | Q2 2013 | Q4 2019 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Bishop Rock Capital, L.P. | 8 | 8 | 0.41% | 2.50% | 4.27% | Q4 2016 | Q3 2018 | 8 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q4 2018 | 8 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 8 | 8 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q1 2018 | 8 |
PDT Partners, LLC | 3 | 1 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q1 2020 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Addison Capital Co | 5 | 2 | 0.19% | 0.42% | 0.62% | Q4 2014 | Q3 2017 | 7 |
Alpha Wave Global, LP | 6 | 1 | 1.65% | 4.08% | 6.52% | Q1 2017 | Q1 2020 | 7 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.18% | 0.73% | Q4 2019 | Q4 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 7 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2020 | 7 |
Cognios Capital, LLC | 6 | 1 | 0.16% | 0.66% | 0.89% | Q2 2017 | Q1 2020 | 7 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.00% | 0.09% | 0.30% | Q4 2016 | Q3 2021 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 7 |
VIKING GLOBAL INVESTORS LP | 4 | 1 | 0.39% | 1.09% | 1.94% | Q2 2015 | Q1 2018 | 7 |
FORA Capital, LLC | 2 | 1 | 0.19% | 0.37% | 0.92% | Q4 2019 | Q3 2023 | 7 |
Lion Point Capital, LP | 7 | 7 | 0.26% | 0.37% | 0.59% | Q2 2017 | Q4 2018 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.02% | 0.20% | 0.49% | Q1 2020 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Latimer Light Capital, L.P. | 4 | 3 | 1.92% | 5.12% | 7.65% | Q4 2015 | Q3 2018 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
STRATEGY ASSET MANAGERS LLC | 4 | 1 | 0.09% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q2 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
A.R.T. Advisors, LLC | 2 | 1 | 0.04% | 0.11% | 0.29% | Q3 2014 | Q3 2019 | 7 |
Coronation Fund Managers Ltd. | 4 | 3 | 0.02% | 0.09% | 0.29% | Q1 2019 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.16% | 0.60% | Q1 2022 | Q3 2023 | 7 |
CHICAGO EQUITY PARTNERS LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.01% | 0.67% | 1.76% | Q3 2018 | Q3 2020 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q4 2016 | 7 |
Jupiter Investment Management Ltd | 3 | 2 | 0.01% | 0.13% | 0.57% | Q2 2013 | Q1 2017 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.08% | 0.15% | Q4 2020 | Q1 2023 | 7 |
Atika Capital Management LLC | 7 | 7 | 1.07% | 1.64% | 2.03% | Q2 2014 | Q4 2015 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 7 | 0.81% | 0.90% | 0.99% | Q1 2022 | Q3 2023 | 7 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.28% | 0.62% | Q2 2016 | Q1 2021 | 7 |
ARGONAUT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.63% | 1.82% | 3.56% | Q1 2014 | Q3 2015 | 7 |
Permian Investment Partners, LP | 5 | 2 | 2.66% | 10.30% | 24.28% | Q4 2013 | Q3 2016 | 7 |
ThornTree Capital Partners LP | 7 | 7 | 5.00% | 7.38% | 10.81% | Q2 2017 | Q4 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Alaethes Wealth LLC | 7 | 7 | 0.62% | 0.66% | 0.72% | Q1 2021 | Q3 2022 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 2 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q4 2019 | 7 |
Avalon Investment & Advisory | 4 | 1 | 0.01% | 0.06% | 0.26% | Q4 2014 | Q1 2020 | 7 |
Geneva Partners, LLC | 4 | 3 | 0.72% | 2.18% | 3.62% | Q1 2019 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Dakota Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Seven Bridges Advisors LLC | 6 | 1 | 0.12% | 0.25% | 0.39% | Q4 2015 | Q3 2017 | 7 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 7 | 7 | 0.34% | 0.52% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.27% | 0.51% | Q1 2016 | Q3 2023 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 7 | 0.31% | 0.41% | 0.52% | Q1 2015 | Q3 2016 | 7 |
Ellis Investment Partners, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.08% | 0.55% | Q4 2015 | Q3 2023 | 7 |
INTEGRAL DERIVATIVES, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 6 |
Cartenna Capital, LP | 5 | 1 | 1.51% | 4.51% | 6.66% | Q4 2020 | Q2 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 1.01% | 1.26% | 1.68% | Q2 2017 | Q3 2018 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Three Peaks Capital Management, LLC | 5 | 1 | 0.33% | 1.16% | 1.60% | Q1 2017 | Q1 2019 | 6 |
Parkwood LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2016 | 6 |
KG&L Capital Management,LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q1 2022 | 6 |
MUFG Securities EMEA plc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
PATTON FUND MANAGEMENT, INC. | 4 | 2 | 0.28% | 0.62% | 1.43% | Q4 2019 | Q1 2022 | 6 |
Stratos Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Caption Management, LLC | 4 | 1 | 0.25% | 0.56% | 1.23% | Q3 2019 | Q2 2021 | 6 |
XN LP | 6 | 6 | 9.19% | 11.84% | 16.22% | Q4 2021 | Q1 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Broad Run Investment Management | 4 | 2 | 0.00% | 0.56% | 0.99% | Q4 2013 | Q3 2023 | 6 |
STEADFAST CAPITAL MANAGEMENT LP | 6 | 6 | 0.85% | 1.64% | 2.38% | Q3 2019 | Q4 2020 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Zions Bancorporation | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 6 |
New England Research & Management, Inc. | 6 | 6 | 0.30% | 0.35% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Akre Capital Management | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 6 |
Riverview Trust Co | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 2 | 2 | 0.04% | 0.23% | 0.48% | Q4 2019 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Woodline Partners LP | 4 | 2 | 0.02% | 0.21% | 0.47% | Q4 2021 | Q3 2023 | 6 |
Hudson Way Capital Management LLC | 6 | 6 | 1.74% | 9.00% | 11.99% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q3 2014 | Q4 2015 | 6 |
Invictus RG Pte. Ltd. | 4 | 2 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 6 |
FRONT BARNETT ASSOCIATES LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Railway Pension Investments Ltd | 5 | 1 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2023 | 6 |
Balentine LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 6 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 6 |
Private Wealth Partners, LLC | 2 | 2 | 0.00% | 0.08% | 0.13% | Q1 2019 | Q1 2020 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q4 2021 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 6 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q4 2019 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2016 | 6 |
EMERGING SOVEREIGN GROUP LLC | 6 | 6 | 2.25% | 2.82% | 3.48% | Q2 2014 | Q3 2015 | 6 |
Elm Ridge Management, LLC | 4 | 2 | 0.39% | 0.68% | 1.16% | Q2 2013 | Q2 2016 | 6 |
Steamboat Capital Partners, LLC | 6 | 6 | 0.79% | 2.03% | 3.67% | Q3 2019 | Q4 2020 | 6 |
Long Path Partners LP | 6 | 6 | 1.53% | 6.12% | 10.88% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 3 | 1 | 0.27% | 1.11% | 1.75% | Q1 2019 | Q3 2023 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Index Management Solutions, LLC | 5 | 1 | 0.03% | 0.13% | 0.26% | Q3 2013 | Q3 2015 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.08% | 0.20% | 0.51% | Q2 2013 | Q4 2015 | 6 |
Telemark Asset Management, LLC | 6 | 6 | 1.37% | 3.04% | 5.85% | Q2 2014 | Q3 2015 | 6 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q4 2023 | 6 |
GRIES FINANCIAL LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 6 |
Quadrant Private Wealth Management, LLC | 4 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 6 |
Islet Management, LP | 5 | 1 | 0.62% | 2.42% | 4.06% | Q4 2018 | Q2 2021 | 6 |
Geneos Wealth Management Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 6 |
Cable Hill Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PGGM Investments | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q1 2018 | 6 |
Wildcat Capital Management, LLC | 6 | 6 | 3.66% | 6.63% | 8.50% | Q4 2021 | Q1 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Noble Path Asset Management LP | 6 | 6 | 8.45% | 11.60% | 24.49% | Q4 2021 | Q1 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
RAYNOR GEOFFREY | 5 | 5 | 7.24% | 12.42% | 16.35% | Q4 2019 | Q4 2020 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.25% | 0.55% | 1.13% | Q4 2013 | Q4 2015 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.28% | 0.93% | 1.15% | Q3 2015 | Q4 2019 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.59% | 0.63% | 0.66% | Q4 2013 | Q4 2014 | 5 |
OKABENA INVESTMENT SERVICES INC | 3 | 1 | 0.44% | 0.53% | 0.61% | Q1 2020 | Q3 2023 | 5 |
COLUMBUS CIRCLE INVESTORS | 5 | 5 | 0.23% | 0.34% | 0.46% | Q1 2019 | Q1 2020 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 5 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 5 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.01% | 0.21% | 0.37% | Q2 2013 | Q2 2014 | 5 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 3 | 2 | 0.80% | 1.70% | 3.27% | Q2 2018 | Q4 2019 | 5 |
Visium Asset Management, LP | 4 | 1 | 0.01% | 0.07% | 0.13% | Q2 2014 | Q4 2015 | 5 |
MEITAV INVESTMENT HOUSE LTD | 3 | 2 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q4 2019 | 5 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.12% | 0.23% | Q4 2015 | Q2 2018 | 5 |
INTACT INVESTMENT MANAGEMENT INC. | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q2 2018 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Crestwood Capital Management, L.P. | 5 | 5 | 1.51% | 2.64% | 3.59% | Q2 2013 | Q2 2014 | 5 |
Roundview Capital LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.03% | 0.08% | 0.12% | Q3 2013 | Q3 2014 | 5 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.24% | 0.61% | Q1 2017 | Q2 2021 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.01% | 0.23% | 0.88% | Q2 2013 | Q1 2015 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.04% | 0.73% | 1.76% | Q2 2018 | Q4 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Column Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Slate Path Capital LP | 5 | 5 | 0.41% | 2.46% | 4.43% | Q3 2022 | Q3 2023 | 5 |
Palestra Capital Management LLC | 3 | 1 | 1.31% | 2.65% | 4.51% | Q2 2013 | Q4 2021 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 5 |
Eos Focused Equity Management, L.P. | 3 | 1 | 1.21% | 2.20% | 3.27% | Q2 2020 | Q3 2022 | 5 |
Central Asset Investments & Management Holdings (HK) Ltd | 3 | 1 | 0.13% | 0.30% | 0.44% | Q1 2021 | Q1 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2020 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q4 2014 | 5 |
FT Options LLC | 3 | 3 | 0.00% | 0.21% | 0.71% | Q1 2017 | Q3 2017 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 5 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.56% | 2.24% | Q2 2015 | Q4 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Plancorp, LLC | 3 | 2 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q2 2020 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 2.29% | 3.50% | 4.46% | Q3 2022 | Q3 2023 | 5 |
Darsana Capital Partners LP | 5 | 5 | 3.11% | 4.57% | 5.94% | Q2 2017 | Q2 2018 | 5 |
Hitchwood Capital Management LP | 4 | 1 | 0.83% | 1.27% | 2.15% | Q1 2019 | Q2 2020 | 5 |
Governors Lane LP | 3 | 2 | 1.03% | 1.34% | 1.66% | Q1 2017 | Q2 2022 | 5 |
Cavalier Investments, LLC | 3 | 2 | 0.25% | 0.69% | 1.34% | Q3 2019 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
AustralianSuper Pty Ltd | 5 | 5 | 1.38% | 1.57% | 1.75% | Q1 2020 | Q1 2021 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 5 |
Sandbar Asset Management LLP | 2 | 1 | 1.61% | 2.80% | 4.03% | Q4 2019 | Q3 2023 | 5 |
Riverstone Advisors, LLC | 5 | 5 | 2.43% | 3.69% | 5.22% | Q4 2018 | Q4 2019 | 5 |
Center Lake Capital Management, LLC | 4 | 1 | 7.15% | 11.41% | 23.34% | Q2 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Gyon Technologies Capital Management, LP | 3 | 2 | 0.21% | 0.58% | 1.01% | Q3 2020 | Q4 2022 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.17% | 0.55% | Q3 2021 | Q1 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.27% | 0.43% | Q1 2021 | Q3 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Connectus Wealth, LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wedmont Private Capital | 4 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Forum Financial Management, LP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
ASSOCIATED BANC-CORP | 5 | 5 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q4 2020 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CALDWELL & ORKIN INC | 3 | 2 | 0.34% | 0.97% | 1.35% | Q2 2013 | Q3 2015 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.03% | 0.09% | Q4 2022 | Q3 2023 | 4 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 3 | 1 | 2.03% | 2.82% | 4.56% | Q2 2013 | Q3 2017 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Kepos Capital LP | 4 | 4 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q4 2018 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.30% | 0.60% | Q3 2016 | Q1 2020 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q1 2014 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Night Owl Capital Management, LLC | 4 | 4 | 0.93% | 1.02% | 1.14% | Q1 2020 | Q4 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.18% | 0.44% | 0.68% | Q3 2014 | Q2 2019 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SAMLYN CAPITAL, LLC | 3 | 1 | 0.26% | 0.82% | 1.21% | Q4 2013 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 2 | 1 | 0.00% | 0.07% | 0.26% | Q3 2020 | Q3 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.17% | 0.19% | 0.23% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 4 |
Hikari Tsushin, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 2 | 0.14% | 0.31% | 0.48% | Q4 2020 | Q2 2023 | 4 |
NWK Group, Inc. | 3 | 1 | 1.28% | 1.53% | 2.03% | Q4 2019 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.21% | 0.34% | Q3 2019 | Q1 2022 | 4 |
Concentric Capital Strategies, LP | 2 | 1 | 0.23% | 0.33% | 0.61% | Q1 2022 | Q3 2023 | 4 |
LRT Capital Management, LLC | 4 | 4 | 0.73% | 0.89% | 1.09% | Q1 2022 | Q4 2022 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CQS Cayman LP | 2 | 2 | 0.00% | 0.43% | 0.91% | Q4 2014 | Q1 2015 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.10% | 0.12% | 0.15% | Q2 2016 | Q1 2017 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q4 2018 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 0.85% | 1.67% | Q1 2017 | Q3 2023 | 4 |
Advanced Asset Management Advisors Inc | 4 | 4 | 0.18% | 0.22% | 0.27% | Q4 2017 | Q3 2018 | 4 |
Cinctive Capital Management LP | 1 | 1 | 0.17% | 0.34% | 0.55% | Q2 2020 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 1 | 1 | 0.10% | 0.36% | 0.85% | Q3 2020 | Q3 2022 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
BFSG, LLC | 2 | 2 | 0.09% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 4 |
Westend Capital Management, LLC | 3 | 1 | 1.91% | 2.05% | 2.14% | Q2 2013 | Q2 2014 | 4 |
NICHOLAS COMPANY, INC. | 4 | 4 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.08% | 0.10% | 0.15% | Q2 2016 | Q1 2017 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GLG LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2014 | Q3 2015 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.21% | 0.33% | Q1 2022 | Q1 2023 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.33% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Bain Capital Public Equity, LP | 4 | 4 | 2.54% | 2.99% | 3.49% | Q4 2022 | Q3 2023 | 4 |
ALLEGHANY CORP /DE | 4 | 4 | 1.24% | 2.12% | 2.66% | Q4 2021 | Q3 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.40% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.23% | 0.51% | Q2 2013 | Q1 2014 | 4 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 4 |
C M BIDWELL & ASSOCIATES LTD | 4 | 4 | 0.09% | 0.12% | 0.18% | Q3 2022 | Q2 2023 | 4 |
Kore Private Wealth LLC | 4 | 4 | 0.02% | 0.36% | 0.49% | Q3 2021 | Q2 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.94% | 1.10% | 1.22% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
SPO ADVISORY CORP | 4 | 4 | 5.66% | 9.80% | 15.78% | Q1 2018 | Q4 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
PointState Capital LP | 3 | 1 | 0.21% | 0.39% | 0.53% | Q3 2018 | Q3 2019 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 0.28% | 0.42% | 0.48% | Q1 2016 | Q4 2016 | 4 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.05% | 0.16% | Q3 2014 | Q1 2016 | 4 |
AlpInvest Partners B.V. | 4 | 4 | 1.48% | 1.81% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 1.30% | 1.45% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Nicholas Hoffman & Company, LLC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Columbus Hill Capital Management, L.P. | 3 | 1 | 0.89% | 2.01% | 2.49% | Q2 2020 | Q1 2022 | 4 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Incline Global Management LLC | 4 | 4 | 4.03% | 4.66% | 5.63% | Q2 2013 | Q1 2014 | 4 |
ASCEND CAPITAL, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q1 2018 | Q4 2018 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q4 2023 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.44% | 0.50% | 0.56% | Q4 2015 | Q3 2016 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.42% | 0.63% | 0.74% | Q4 2021 | Q3 2022 | 4 |
Airain ltd | 2 | 1 | 0.07% | 0.26% | 0.59% | Q2 2013 | Q2 2017 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
AMG National Trust Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 3 | 1 | 0.04% | 0.49% | 0.71% | Q1 2017 | Q4 2020 | 4 |
Bain Capital Public Equity Management II, LLC | 4 | 4 | 5.47% | 7.14% | 8.24% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.08% | 0.22% | Q1 2021 | Q3 2022 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Natixis Investment Managers International | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2018 | 4 |
Wilmington Funds Management Corp | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.10% | 0.26% | Q2 2021 | Q3 2023 | 4 |
Hexavest Inc. | 4 | 4 | 0.00% | 0.06% | 0.25% | Q2 2019 | Q1 2020 | 4 |
Athanor Capital, LP | 4 | 4 | 0.01% | 0.16% | 0.59% | Q2 2020 | Q1 2021 | 4 |
Synergy Financial Group, LTD | 4 | 4 | 0.35% | 0.46% | 0.55% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.73% | 1.40% | 2.13% | Q4 2018 | Q3 2019 | 4 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.10% | 0.19% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Eos Management, L.P. | 4 | 4 | 1.15% | 1.31% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
JS Capital Management LLC | 2 | 1 | 0.05% | 1.83% | 2.81% | Q3 2019 | Q3 2023 | 3 |
MU Investments Co., Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.13% | 0.18% | 0.25% | Q1 2013 | Q3 2013 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.21% | 0.33% | 0.40% | Q2 2015 | Q4 2019 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.15% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q1 2014 | 3 |
Cipher Capital LP | 2 | 1 | 0.06% | 0.14% | 0.29% | Q1 2016 | Q1 2020 | 3 |
Everhart Financial Group, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SEI TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.04% | 0.10% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Privium Fund Management (UK) Ltd | 3 | 3 | 1.42% | 1.58% | 1.71% | Q1 2023 | Q3 2023 | 3 |
Gerstein Fisher | 3 | 3 | 0.16% | 0.25% | 0.34% | Q2 2013 | Q4 2013 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2018 | Q4 2018 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aurora Investment Managers, LLC. | 3 | 3 | 1.41% | 1.62% | 2.01% | Q4 2019 | Q2 2020 | 3 |
XN Exponent Advisors LLC | 3 | 3 | 5.40% | 6.31% | 7.27% | Q1 2021 | Q3 2021 | 3 |
Family Management Corp | 3 | 3 | 0.92% | 0.96% | 1.01% | Q3 2021 | Q1 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Broadleaf Partners, LLC | 3 | 3 | 2.15% | 2.66% | 3.06% | Q2 2019 | Q4 2019 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Alcosta Capital Management, Inc. | 3 | 3 | 2.45% | 2.47% | 2.52% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.11% | 0.33% | 0.57% | Q1 2022 | Q3 2022 | 3 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.12% | 0.21% | Q3 2017 | Q1 2020 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 3 |
GLG Partners LP | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2014 | Q3 2015 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.23% | 0.74% | 1.27% | Q3 2015 | Q1 2022 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q4 2023 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.73% | 0.87% | 1.07% | Q4 2020 | Q2 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Alpha Paradigm Partners, LLC | 3 | 3 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q2 2021 | 3 |
TLP GROUP LLC | 1 | 1 | 0.19% | 0.26% | 0.38% | Q1 2016 | Q3 2018 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.15% | 0.35% | 0.50% | Q1 2019 | Q3 2019 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 3 |
NatWest Group plc | 2 | 1 | 0.01% | 2.85% | 4.33% | Q2 2013 | Q3 2023 | 3 |
AMS Capital Ltda | 3 | 3 | 2.08% | 7.07% | 13.33% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.09% | 0.11% | Q4 2014 | Q1 2016 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.13% | 0.28% | 0.43% | Q1 2014 | Q3 2014 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Echinus Advisors, LLC | 3 | 3 | 2.30% | 3.53% | 4.20% | Q3 2019 | Q1 2020 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 0.27% | 0.30% | 0.31% | Q2 2016 | Q4 2016 | 3 |
Alight Capital Management LP | 3 | 3 | 1.18% | 1.84% | 2.80% | Q3 2020 | Q1 2021 | 3 |
AHL Partners LLP | 2 | 1 | 0.01% | 0.05% | 0.07% | Q2 2015 | Q4 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
X-Square Capital, LLC | 2 | 1 | 0.12% | 0.76% | 1.13% | Q3 2018 | Q3 2021 | 3 |
OFI Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2011 | Q2 2012 | 3 |
Lodge Hill Capital, LLC | 3 | 3 | 4.13% | 4.79% | 5.31% | Q2 2021 | Q4 2021 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.31% | 0.40% | 0.46% | Q1 2023 | Q3 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q1 2017 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.21% | 0.31% | Q2 2014 | Q3 2017 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 1.04% | 1.18% | 1.27% | Q1 2023 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.26% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.08% | 0.19% | 0.30% | Q4 2015 | Q2 2021 | 3 |
AdvisorShares Investments LLC | 1 | 1 | 0.24% | 0.31% | 0.43% | Q4 2020 | Q3 2022 | 3 |
Sutton Square Management L.P. | 3 | 3 | 8.09% | 8.42% | 9.04% | Q4 2017 | Q2 2018 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.14% | 0.17% | 0.20% | Q4 2013 | Q1 2017 | 3 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q1 2019 | 3 |
Interval Partners, LP | 1 | 1 | 0.13% | 0.19% | 0.26% | Q2 2022 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.73% | 0.82% | 0.99% | Q4 2017 | Q2 2018 | 3 |
SEGALL BRYANT & HAMILL, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q1 2021 | 3 |
Egerton Capital (UK) LLP | 3 | 3 | 1.41% | 2.37% | 2.85% | Q2 2019 | Q4 2019 | 3 |
Maven Securities LTD | 2 | 1 | 0.29% | 0.73% | 1.44% | Q3 2018 | Q1 2021 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cumberland Partners Ltd | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ICICI Prudential Asset Management Co Ltd | 3 | 3 | 1.04% | 1.73% | 2.11% | Q1 2017 | Q3 2017 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.24% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jade Capital Advisors, LLC | 3 | 3 | 1.83% | 3.21% | 5.27% | Q1 2021 | Q3 2021 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.10% | 2.65% | 4.57% | Q2 2020 | Q4 2020 | 3 |
Corvid Peak Capital Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q4 2017 | 3 |
HARVEY INVESTMENT CO LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 3 |
Maple Rock Capital Partners | 3 | 3 | 3.49% | 4.03% | 4.96% | Q1 2020 | Q3 2020 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
PA Capital LLC | 3 | 3 | 0.46% | 0.56% | 0.78% | Q1 2020 | Q3 2020 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.03% | 0.10% | 0.18% | Q2 2017 | Q1 2019 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.08% | 0.22% | Q1 2017 | Q2 2017 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
JACKSON PARK CAPITAL, LLC | 3 | 3 | 0.38% | 1.08% | 1.45% | Q1 2016 | Q3 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Lunia Capital LP | 2 | 2 | 5.10% | 6.12% | 7.14% | Q2 2021 | Q3 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.70% | 0.96% | Q1 2015 | Q3 2015 | 2 |
Covenant Asset Management, LLC | 2 | 2 | 0.94% | 0.96% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Nair Vinay | 2 | 2 | 0.14% | 0.20% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.41% | 0.76% | Q3 2019 | Q2 2020 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
GQ Asset Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.45% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Hikari Power Ltd | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Valtura Capital Partners LLC | 2 | 2 | 0.94% | 7.43% | 13.91% | Q4 2016 | Q1 2017 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q3 2015 | Q4 2015 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.23% | 0.33% | 0.43% | Q1 2021 | Q3 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q1 2022 | 2 |
Port Capital LLC | 2 | 2 | 1.20% | 1.28% | 1.36% | Q4 2017 | Q1 2018 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2013 | Q1 2014 | 2 |
Junto Capital Management LP | 1 | 1 | 1.38% | 1.69% | 2.00% | Q3 2021 | Q2 2022 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 1.21% | 1.25% | 1.29% | Q2 2020 | Q3 2020 | 2 |
Cordasco Financial Network | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 0.72% | 1.20% | 1.69% | Q4 2016 | Q1 2017 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q2 2020 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.59% | 0.99% | 1.39% | Q3 2018 | Q3 2019 | 2 |
Long Path Partners Fund, LP | 2 | 2 | 8.55% | 16.32% | 24.09% | Q4 2021 | Q1 2022 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.71% | 1.01% | 1.31% | Q1 2014 | Q3 2019 | 2 |
BERYLSON CAPITAL PARTNERS, LLC | 2 | 2 | 1.91% | 2.79% | 3.67% | Q2 2020 | Q3 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.20% | 0.36% | Q1 2023 | Q3 2023 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.20% | 0.62% | 1.05% | Q1 2023 | Q2 2023 | 2 |
Whitnell & Co. | 2 | 2 | 0.17% | 0.37% | 0.57% | Q3 2019 | Q4 2019 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Signpost Capital Advisors, LP | 2 | 2 | 3.33% | 3.59% | 3.84% | Q2 2013 | Q3 2013 | 2 |
CMC Financial Group | 2 | 2 | 1.38% | 1.54% | 1.70% | Q4 2018 | Q1 2019 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.16% | 0.22% | 0.27% | Q2 2021 | Q3 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.83% | 1.16% | 1.49% | Q1 2017 | Q2 2017 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Veritas Asset Management LLP | 2 | 2 | 1.69% | 1.81% | 1.92% | Q2 2013 | Q3 2013 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.47% | 0.53% | 0.59% | Q3 2019 | Q4 2019 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hixon Zuercher, LLC | 2 | 2 | 0.90% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Souders Financial Advisors | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 2 |
State of Wyoming | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
F/M Investments LLC | 2 | 2 | 1.15% | 1.22% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Resolute Capital Asset Partners LLC | 2 | 2 | 2.98% | 3.08% | 3.18% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 2.32% | 2.62% | 2.92% | Q4 2022 | Q1 2023 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.09% | 0.48% | 0.86% | Q2 2013 | Q3 2016 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
SG Capital Management LLC | 1 | 1 | 1.26% | 1.64% | 2.02% | Q2 2013 | Q4 2016 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.25% | 0.28% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.81% | 0.99% | 1.17% | Q4 2022 | Q1 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Phraction Management LLC | 1 | 1 | 0.16% | 0.22% | 0.28% | Q4 2021 | Q4 2022 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.34% | 1.01% | 1.68% | Q2 2015 | Q2 2017 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Mass Ave Global Inc. | 2 | 2 | 3.73% | 7.74% | 11.74% | Q4 2021 | Q1 2022 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AJO, LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
COWEN INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q4 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fosun International Ltd | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DEERE & CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2020 | Q3 2020 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Trustees of Columbia University in the City of New York | 2 | 2 | 4.03% | 4.06% | 4.09% | Q4 2022 | Q1 2023 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.13% | 0.41% | 0.69% | Q3 2015 | Q3 2015 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 3.21% | 3.81% | 4.40% | Q2 2013 | Q3 2013 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 2 | 3.48% | 3.51% | 3.53% | Q2 2013 | Q3 2013 | 2 |
Geller Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.52% | 1.65% | 1.78% | Q3 2020 | Q4 2020 | 2 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
PartnerRe Asset Management CORP | 2 | 2 | 1.57% | 1.71% | 1.84% | Q2 2015 | Q3 2015 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Century Capital Management, LLC | 2 | 2 | 0.46% | 0.53% | 0.60% | Q1 2017 | Q2 2017 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 2 | 2 | 2.12% | 2.43% | 2.74% | Q2 2013 | Q3 2013 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.22% | 0.25% | 0.28% | Q1 2020 | Q2 2020 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q3 2013 | 2 |
JANA PARTNERS LLC | 1 | 1 | 1.53% | 2.03% | 2.54% | Q1 2016 | Q4 2016 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.28% | 0.28% | 0.29% | Q1 2013 | Q2 2013 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 1.97% | 2.12% | 2.28% | Q2 2013 | Q3 2013 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2021 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 2 |
Brown University | 1 | 1 | 0.38% | 1.43% | 2.48% | Q4 2019 | Q1 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Signition LP | 2 | 2 | 1.38% | 1.40% | 1.42% | Q1 2019 | Q2 2019 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 2.66% | 2.81% | 2.95% | Q1 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2016 | Q3 2016 | 2 |
Renasant Bank | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2014 | Q1 2014 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
KARSCH CAPITAL MANAGEMENT LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2015 | Q4 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
General Equity Holdings LP | 1 | 1 | 8.52% | 8.52% | 8.52% | Q4 2018 | Q4 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2016 | Q4 2016 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lloyds Banking Group plc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Invictus RG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Forest Avenue Capital Management LP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COWBIRD CAPITAL LP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2020 | Q1 2020 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2022 | Q2 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Coatue Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
DLD Asset Management, LP | 1 | 1 | 3.27% | 3.27% | 3.27% | Q2 2019 | Q2 2019 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2017 | Q2 2017 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2016 | Q4 2016 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Chanos & Co LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Unigestion Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
Perpetual Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ATERNALIS CAPITAL LLC | 1 | 1 | 10.10% | 10.10% | 10.10% | Q4 2015 | Q4 2015 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2020 | Q1 2020 | 1 |
GLG INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2015 | Q4 2015 | 1 |
Shellback Capital, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Atom Investors LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2013 | Q3 2013 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Park Avenue Institutional Advisers LLC | 1 | 1 | 4.28% | 4.28% | 4.28% | Q4 2016 | Q4 2016 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2014 | Q2 2014 | 1 |
Albar Capital Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2020 | Q2 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2020 | Q3 2020 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
HHR Asset Management, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2013 | Q2 2013 | 1 |
Game Creek Capital, LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2017 | Q4 2017 | 1 |
Blackstone Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2013 | Q4 2013 | 1 |
Fort Warren Capital Management, LP | 1 | 1 | 3.14% | 3.14% | 3.14% | Q1 2016 | Q1 2016 | 1 |
Trust Investment Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Pelham Capital Ltd. | 1 | 1 | 2.94% | 2.94% | 2.94% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Passport Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2014 | Q2 2014 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2015 | Q1 2015 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2013 | Q4 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CADENCE BANK NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Elmrox Investment Group IM L.P. | 1 | 1 | 3.87% | 3.87% | 3.87% | Q4 2015 | Q4 2015 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Sheffield Asset Management, L.L.C. | 1 | 1 | 12.10% | 12.10% | 12.10% | Q4 2016 | Q4 2016 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2013 | Q2 2013 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Rotation Capital Management, LP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2017 | Q2 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2021 | Q3 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2020 | Q4 2020 | 1 |
BANBURY PARTNERS LLC | 1 | 1 | 8.43% | 8.43% | 8.43% | Q2 2020 | Q2 2020 | 1 |
Elgethun Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
FolioMetrix LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2013 | Q4 2013 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2016 | Q4 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Snider Financial Group | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 5.09% | 5.09% | 5.09% | Q4 2022 | Q4 2022 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
DUDLEY & SHANLEY, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2021 | Q3 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2014 | Q1 2014 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q4 2023 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
FDO Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2017 | Q3 2017 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2018 | Q2 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
STANDARD PACIFIC CAPITAL LLC/CA | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2014 | Q1 2014 | 1 |
Americana Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
TCI Fund Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2018 | Q3 2018 | 1 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2013 | Q2 2013 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2022 | Q4 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2017 | Q1 2017 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Thrax Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2016 | Q4 2016 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Leap Investments LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own TRANSDIGM GROUP INC or have owned TRANSDIGM GROUP INC in the past.