• UDR shareholders
• Shareholder history
• Insiders ^BETA
• Filings

Current and past UDR INC shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	19	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	73
Citadel Advisors	25	1	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	72
SECURIAN ASSET MANAGEMENT, INC	49	49	0.02%	0.44%	0.94%	Q3 2011	Q3 2023	49
HSBC HOLDINGS PLC	46	46	0.00%	0.02%	0.03%	Q2 2012	Q3 2023	47
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	46	46	0.00%	0.03%	0.08%	Q2 2012	Q3 2023	46
UBS Group AG	36	36	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	46
GOLDMAN SACHS GROUP INC	42	4	0.01%	0.01%	0.02%	Q1 2012	Q3 2023	46
ROYAL BANK OF CANADA	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.00%	0.01%	Q4 2012	Q3 2023	44
Zurcher Kantonalbank (Zurich Cantonalbank)	35	9	0.01%	0.03%	0.08%	Q2 2012	Q3 2023	44
CITIGROUP INC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	44
AQR Capital Management	42	1	0.00%	0.00%	0.01%	Q4 2012	Q3 2023	43
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	43	43	0.03%	0.04%	0.05%	Q1 2013	Q3 2023	43
CREDIT SUISSE AG/	43	43	0.01%	0.03%	0.05%	Q1 2013	Q3 2023	43
CANADA PENSION PLAN INVESTMENT BOARD	43	43	0.00%	0.08%	0.25%	Q1 2013	Q3 2023	43
Pensionfund DSM Netherlands	43	43	0.17%	0.60%	1.66%	Q2 2013	Q4 2023	43
TEXAS PERMANENT SCHOOL FUND CORP	43	43	0.02%	0.05%	0.10%	Q1 2013	Q3 2023	43
Retirement Systems of Alabama	43	43	0.02%	0.06%	0.16%	Q1 2013	Q3 2023	43
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
NEW YORK STATE COMMON RETIREMENT FUND	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
NOMURA ASSET MANAGEMENT CO LTD	42	42	0.04%	0.10%	0.18%	Q2 2013	Q3 2023	42
ProShare Advisors LLC	42	42	0.01%	0.04%	0.11%	Q2 2013	Q3 2023	42
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	42	42	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	42
CAPITAL MANAGEMENT CORP /VA	42	42	0.06%	0.09%	0.13%	Q2 2013	Q3 2023	42
Nuveen Asset Management, LLC	42	42	0.01%	0.13%	0.54%	Q2 2013	Q3 2023	42
RHUMBLINE ADVISERS	42	42	0.02%	0.04%	0.05%	Q2 2013	Q3 2023	42
BlackRock Inc.	42	42	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	42
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	42	42	0.06%	0.09%	0.14%	Q2 2013	Q3 2023	42
STATE OF WISCONSIN INVESTMENT BOARD	42	42	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	42
MACQUARIE GROUP LTD	42	42	0.00%	0.05%	0.11%	Q2 2013	Q3 2023	42
State of Alaska, Department of Revenue	42	42	0.08%	0.27%	0.89%	Q2 2013	Q3 2023	42
Asset Management One Co., Ltd.	42	42	0.08%	0.20%	0.46%	Q2 2013	Q3 2023	42
BARCLAYS PLC	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
Sumitomo Mitsui DS Asset Management Company, Ltd	42	42	0.02%	0.05%	0.38%	Q2 2013	Q3 2023	42
PGGM Investments	37	5	0.02%	0.87%	2.17%	Q1 2013	Q3 2023	42
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	42	42	0.03%	0.04%	0.06%	Q2 2013	Q3 2023	42
SG Americas Securities, LLC	42	42	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	42
Daiwa Securities Group Inc.	42	42	0.06%	3.17%	5.30%	Q2 2013	Q3 2023	42
Sumitomo Mitsui Trust Holdings, Inc.	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
Telos Capital Management, Inc.	42	42	0.09%	0.23%	0.41%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	42	42	0.02%	0.05%	0.15%	Q2 2013	Q3 2023	42
STATE OF MICHIGAN RETIREMENT SYSTEM	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
FIRST TRUST ADVISORS LP	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
COHEN & STEERS, INC.	42	42	2.12%	3.79%	5.57%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.03%	0.20%	Q2 2013	Q3 2023	42
Mitsubishi UFJ Trust & Banking Corp	42	42	0.03%	0.06%	0.13%	Q2 2013	Q3 2023	42
WESTPAC BANKING CORP	42	42	0.00%	0.10%	0.26%	Q2 2013	Q3 2023	42
THOMPSON SIEGEL & WALMSLEY LLC	42	42	0.01%	0.02%	0.09%	Q2 2013	Q3 2023	42
Meiji Yasuda Asset Management Co Ltd.	42	42	0.02%	0.13%	0.29%	Q2 2013	Q3 2023	42
VANGUARD GROUP INC	42	42	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	42
Mitsubishi UFJ Asset Management Co., Ltd.	42	42	0.03%	0.06%	0.09%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
GUGGENHEIM CAPITAL LLC	42	42	0.01%	0.06%	0.15%	Q2 2013	Q3 2023	42
Swiss National Bank	42	42	0.02%	0.06%	0.11%	Q2 2013	Q3 2023	42
MOODY NATIONAL BANK TRUST DIVISION	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
FIRST MANHATTAN CO. LLC.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
GEODE CAPITAL MANAGEMENT, LLC	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	42	42	0.08%	0.12%	0.15%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	42
METROPOLITAN LIFE INSURANCE CO/NY	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
Utah Retirement Systems	42	42	0.03%	0.09%	0.43%	Q2 2013	Q3 2023	42
Invesco Ltd.	42	42	0.02%	0.11%	0.21%	Q2 2013	Q3 2023	42
DIMENSIONAL FUND ADVISORS LP	42	42	0.05%	0.07%	0.09%	Q2 2013	Q3 2023	42
KBC Group NV	42	42	0.00%	0.03%	0.14%	Q2 2013	Q3 2023	42
AMERICAN INTERNATIONAL GROUP, INC.	42	42	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	42
PANAGORA ASSET MANAGEMENT INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
PACIFIC HEIGHTS ASSET MANAGEMENT LLC	42	42	0.42%	0.83%	1.72%	Q2 2013	Q3 2023	42
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
PRINCIPAL FINANCIAL GROUP INC	42	42	0.01%	0.03%	0.12%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
Employees Retirement System of Texas	42	42	0.02%	0.08%	0.19%	Q2 2013	Q3 2023	42
SPIRIT OF AMERICA MANAGEMENT CORP/NY	42	42	0.20%	0.47%	1.85%	Q2 2013	Q3 2023	42
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	42	42	0.02%	0.04%	0.11%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	42	42	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	42
DekaBank Deutsche Girozentrale	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
STATE STREET CORP	42	42	0.02%	0.05%	0.08%	Q2 2013	Q3 2023	42
NISA INVESTMENT ADVISORS, LLC	42	42	0.02%	0.06%	0.09%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.02%	0.04%	0.05%	Q2 2013	Q3 2023	42
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	42	42	0.03%	0.04%	0.05%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	42	42	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	42
ALLIANCEBERNSTEIN L.P.	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
PRICE T ROWE ASSOCIATES INC /MD/	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
VOYA INVESTMENT MANAGEMENT LLC	42	42	0.01%	0.02%	0.12%	Q2 2013	Q3 2023	42
JANUS HENDERSON GROUP PLC	42	42	0.00%	0.07%	0.35%	Q2 2013	Q3 2023	42
M&T BANK CORP	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
UBS ASSET MANAGEMENT AMERICAS INC	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.03%	0.07%	0.13%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.02%	0.07%	0.15%	Q2 2013	Q3 2023	42
NORGES BANK	40	2	0.01%	0.06%	0.25%	Q2 2012	Q4 2022	42
STRS OHIO	42	42	0.04%	0.07%	0.20%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.01%	0.04%	0.08%	Q2 2013	Q3 2023	42
Advisors Asset Management, Inc.	41	41	0.00%	0.02%	0.07%	Q2 2013	Q2 2023	41
BNP PARIBAS FINANCIAL MARKETS	32	9	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	41
Arizona State Retirement System	33	8	0.03%	0.06%	0.11%	Q1 2013	Q3 2023	41
GREAT WEST LIFE ASSURANCE CO /CAN/	41	41	0.00%	0.03%	0.05%	Q3 2013	Q3 2023	41
ENVESTNET ASSET MANAGEMENT INC	21	20	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
ASHFORD CAPITAL MANAGEMENT INC	41	41	0.03%	0.08%	0.14%	Q2 2013	Q2 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	41
DEUTSCHE BANK AG\	41	41	0.01%	0.03%	0.12%	Q3 2013	Q3 2023	41
DUNCKER STREETT & CO INC	25	16	0.00%	0.03%	0.07%	Q2 2013	Q3 2023	41
FEDERATED HERMES, INC.	28	13	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	41
PEAK6 Investments LLC	12	1	0.00%	0.00%	0.01%	Q3 2018	Q2 2023	41
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	36	5	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
State of Tennessee, Treasury Department	41	41	0.01%	0.05%	0.12%	Q3 2013	Q3 2023	41
KARPAS STRATEGIES, LLC	38	2	0.07%	0.13%	0.17%	Q2 2013	Q2 2023	40
Rafferty Asset Management, LLC	38	2	0.00%	0.04%	0.24%	Q2 2013	Q3 2023	40
MILLENNIUM MANAGEMENT LLC	23	1	0.00%	0.04%	0.17%	Q2 2013	Q3 2023	40
Louisiana State Employees Retirement System	40	40	0.02%	0.04%	0.14%	Q4 2013	Q3 2023	40
WELLINGTON MANAGEMENT GROUP LLP	37	3	0.00%	0.01%	0.07%	Q2 2013	Q3 2023	40
PROFUND ADVISORS LLC	39	1	0.01%	0.04%	0.09%	Q2 2013	Q2 2023	40
Heritage Wealth Advisors	40	40	0.12%	0.32%	0.51%	Q4 2013	Q3 2023	40
Andra AP-fonden	22	5	0.01%	0.14%	0.25%	Q2 2013	Q2 2023	39
AMERICAN CENTURY COMPANIES INC	27	12	0.00%	0.04%	0.07%	Q2 2013	Q3 2023	39
Ameritas Investment Partners, Inc.	29	10	0.01%	0.03%	0.10%	Q3 2013	Q3 2023	39
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	39	39	0.02%	0.06%	0.12%	Q1 2014	Q3 2023	39
BNP Paribas Asset Management Holding S.A.	39	39	0.00%	0.03%	0.11%	Q1 2014	Q3 2023	39
ING GROEP NV	23	1	0.00%	0.01%	0.03%	Q1 2013	Q3 2023	39
KLINGENSTEIN FIELDS & CO LP	39	39	0.02%	0.03%	0.04%	Q2 2013	Q4 2022	39
TD ASSET MANAGEMENT INC	36	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	39
Livforsakringsbolaget Skandia, Omsesidigt	39	39	0.00%	0.02%	0.07%	Q1 2014	Q3 2023	39
HARTFORD INVESTMENT MANAGEMENT CO	31	8	0.00%	0.03%	0.06%	Q2 2013	Q3 2023	39
Korea Investment CORP	32	6	0.00%	0.03%	0.08%	Q1 2014	Q3 2023	38
SHELL ASSET MANAGEMENT CO	38	38	0.01%	0.04%	0.08%	Q2 2013	Q3 2022	38
CIBC Asset Management Inc	37	1	0.00%	0.01%	0.05%	Q1 2014	Q3 2023	38
FRANKLIN RESOURCES INC	19	19	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	38
Legal & General Group Plc	38	38	0.02%	0.05%	0.08%	Q2 2014	Q3 2023	38
COMERICA BANK	38	38	0.02%	0.03%	0.07%	Q3 2013	Q4 2022	38
TEACHER RETIREMENT SYSTEM OF TEXAS	16	8	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	38
FCA CORP /TX	37	37	0.11%	0.17%	0.22%	Q2 2013	Q2 2022	37
DnB Asset Management AS	37	37	0.01%	0.02%	0.02%	Q4 2014	Q4 2023	37
VIRGINIA RETIREMENT SYSTEMS ET AL	21	5	0.01%	0.08%	0.26%	Q2 2013	Q3 2023	37
DIXON HUBARD FEINOUR & BROWN INC/VA	37	37	0.12%	0.36%	0.49%	Q2 2013	Q2 2022	37
OPPENHEIMER & CO INC	36	36	0.01%	0.05%	0.06%	Q4 2013	Q3 2022	36
FIFTH THIRD BANCORP	35	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	36
HighTower Advisors, LLC	36	36	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.17%	0.33%	0.48%	Q2 2013	Q1 2022	36
AMALGAMATED BANK	36	36	0.02%	0.03%	0.04%	Q4 2014	Q3 2023	36
KCM INVESTMENT ADVISORS LLC	23	1	0.01%	0.02%	0.03%	Q2 2013	Q1 2023	36
AMP Capital Investors Ltd	36	36	0.05%	0.52%	2.31%	Q2 2013	Q1 2022	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.01%	0.02%	0.03%	Q2 2013	Q1 2022	36
Pensionfund Sabic	36	36	0.15%	0.30%	0.40%	Q1 2015	Q4 2023	36
Allianz Asset Management GmbH	25	4	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	36
American National Registered Investment Advisor, Inc.	36	36	0.16%	0.26%	0.34%	Q2 2013	Q1 2022	36
SEI INVESTMENTS CO	36	36	0.05%	0.12%	0.20%	Q4 2014	Q3 2023	36
STIFEL FINANCIAL CORP	36	36	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	36
Renaissance Technologies	28	1	0.00%	0.15%	0.47%	Q1 2014	Q3 2023	35
Gulf International Bank (UK) Ltd	33	1	0.03%	0.04%	0.05%	Q4 2013	Q3 2023	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	7	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	35
Tower Research Capital LLC (TRC)	26	1	0.00%	0.02%	0.09%	Q2 2013	Q3 2023	35
Tradewinds Capital Management, LLC	34	34	0.02%	0.06%	0.15%	Q4 2013	Q1 2022	34
Robeco Institutional Asset Management B.V.	24	3	0.00%	0.01%	0.04%	Q3 2014	Q3 2023	34
ALPS ADVISORS INC	30	4	0.00%	0.01%	0.01%	Q2 2013	Q3 2022	34
APG Asset Management N.V.	19	15	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	34
MARKSTON INTERNATIONAL LLC	34	34	0.00%	0.66%	1.35%	Q2 2013	Q3 2021	34
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	19	15	0.03%	2.01%	4.35%	Q2 2013	Q2 2023	34
VICTORY CAPITAL MANAGEMENT INC	34	34	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	34
PEAK6 Group LLC	6	2	0.00%	0.00%	0.01%	Q2 2013	Q2 2018	34
World Asset Management Inc	34	34	0.01%	0.03%	0.05%	Q2 2013	Q3 2021	34
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	18	5	0.25%	0.71%	1.27%	Q1 2007	Q3 2020	34
BROWN ADVISORY INC	28	5	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	33
PICTET ASSET MANAGEMENT LTD	33	33	0.01%	0.02%	0.07%	Q2 2013	Q2 2021	33
Baird Financial Group, Inc.	33	33	0.00%	0.00%	0.01%	Q2 2015	Q2 2023	33
GATEWAY INVESTMENT ADVISERS LLC	33	33	0.00%	0.18%	0.31%	Q3 2015	Q3 2023	33
Skandinaviska Enskilda Banken AB (publ)	32	32	0.01%	0.02%	0.04%	Q4 2015	Q3 2023	32
SCHRODER INVESTMENT MANAGEMENT GROUP	29	1	0.00%	0.09%	0.21%	Q3 2013	Q3 2023	32
QUADRANT CAPITAL GROUP LLC	32	32	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	32
LEAVELL INVESTMENT MANAGEMENT, INC.	21	1	0.01%	0.03%	0.06%	Q2 2010	Q2 2023	32
Verus Financial Partners, Inc.	21	11	0.03%	0.11%	0.23%	Q2 2015	Q3 2023	32
Chevy Chase Trust Holdings, LLC	31	31	0.02%	0.04%	0.05%	Q1 2016	Q3 2023	31
PUBLIC SECTOR PENSION INVESTMENT BOARD	31	31	0.00%	0.03%	0.10%	Q1 2016	Q3 2023	31
MASON STREET ADVISORS, LLC	31	31	0.02%	0.04%	0.13%	Q2 2013	Q4 2020	31
Norinchukin Bank, The	31	31	0.01%	0.02%	0.03%	Q1 2016	Q3 2023	31
ADAGE CAPITAL PARTNERS GP, L.L.C.	31	31	0.02%	0.04%	0.07%	Q1 2016	Q3 2023	31
Kentucky Retirement Systems	31	31	0.03%	0.05%	0.06%	Q1 2016	Q3 2023	31
Aperio Group, LLC	31	31	0.01%	0.02%	0.03%	Q2 2013	Q4 2020	31
Cubist Systematic Strategies, LLC	24	1	0.01%	0.05%	0.14%	Q3 2014	Q3 2023	31
JANE STREET GROUP, LLC	12	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	31
TORONTO DOMINION BANK	31	31	0.00%	0.01%	0.03%	Q1 2016	Q3 2023	31
AVIVA PLC	31	31	0.00%	0.02%	0.04%	Q1 2016	Q3 2023	31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	31	31	0.01%	0.02%	0.04%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	31
LOS ANGELES CAPITAL MANAGEMENT LLC	17	2	0.00%	0.08%	0.22%	Q4 2014	Q3 2023	30
RAYMOND JAMES & ASSOCIATES	29	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	30
Pacer Advisors, Inc.	14	4	0.00%	0.02%	0.07%	Q4 2015	Q3 2023	30
GLENMEDE TRUST CO NA	21	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2022	30
Veritable, L.P.	19	1	0.00%	0.01%	0.03%	Q4 2012	Q2 2023	30
Versant Capital Management, Inc	30	30	0.00%	0.00%	0.00%	Q3 2016	Q4 2023	30
RMR Advisors LLC	30	30	0.62%	0.77%	1.15%	Q2 2013	Q3 2020	30
Glassman Wealth Services	30	30	0.00%	0.00%	0.01%	Q2 2016	Q3 2023	30
Kentucky Retirement Systems Insurance Trust Fund	21	9	0.03%	0.05%	0.06%	Q1 2016	Q3 2023	30
AXA S.A.	25	1	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	29
Liberty Mutual Group Asset Management Inc.	22	7	0.01%	0.22%	1.27%	Q2 2013	Q3 2023	29
Cornerstone Advisors, Inc.	29	29	0.00%	0.00%	0.01%	Q3 2013	Q3 2020	29
LS Investment Advisors, LLC	29	29	0.01%	0.05%	0.10%	Q4 2013	Q4 2020	29
CIBC WORLD MARKETS CORP	28	28	0.01%	0.03%	0.08%	Q4 2016	Q3 2023	28
BANK OF NOVA SCOTIA	28	28	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	28
INVESTMENT MANAGEMENT OF VIRGINIA LLC	26	2	0.04%	0.06%	0.09%	Q2 2013	Q1 2022	28
VALLEY NATIONAL ADVISERS INC	28	28	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	28
SIGNATUREFD, LLC	23	5	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	28
CREDIT AGRICOLE S A	18	10	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	28
CAPSTONE INVESTMENT ADVISORS, LLC	4	1	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	28
Cutler Group LLC / CA	5	4	0.00%	0.00%	0.00%	Q4 2015	Q1 2022	28
Calamos Advisors LLC	28	28	0.01%	0.03%	0.06%	Q4 2016	Q3 2023	28
Parkside Financial Bank & Trust	28	28	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	28
TRUIST FINANCIAL CORP	16	3	0.00%	0.01%	0.01%	Q3 2014	Q3 2023	28
DUPONT CAPITAL MANAGEMENT CORP	27	1	0.01%	0.05%	0.08%	Q4 2015	Q2 2023	28
IFP Advisors, Inc	17	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	27
Gemmer Asset Management LLC	26	1	0.00%	0.00%	0.01%	Q2 2015	Q1 2022	27
IBM Retirement Fund	15	1	0.03%	0.04%	0.05%	Q2 2013	Q1 2022	27
M&R CAPITAL MANAGEMENT INC	27	27	0.01%	0.01%	0.01%	Q2 2017	Q4 2023	27
PUTNAM INVESTMENTS LLC	15	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	27
PITCAIRN CO	22	2	0.01%	0.03%	0.05%	Q2 2013	Q1 2022	27
TWO SIGMA INVESTMENTS, LP	13	1	0.00%	0.04%	0.14%	Q1 2014	Q3 2021	27
OAKBROOK INVESTMENTS LLC	27	27	0.01%	0.03%	0.07%	Q2 2013	Q4 2019	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.00%	0.00%	0.00%	Q2 2013	Q4 2019	27
IFM Investors Pty Ltd	27	27	0.03%	0.05%	0.07%	Q1 2017	Q3 2023	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.01%	0.04%	0.06%	Q1 2017	Q3 2023	27
Municipal Employees' Retirement System of Michigan	20	6	0.01%	0.08%	0.23%	Q3 2013	Q1 2020	26
FARMERS & MERCHANTS INVESTMENTS INC	26	26	0.00%	0.00%	0.01%	Q2 2017	Q3 2023	26
FORSTA AP-FONDEN	20	1	0.02%	0.08%	0.17%	Q4 2015	Q3 2023	26
Crossmark Global Holdings, Inc.	25	1	0.01%	0.02%	0.04%	Q3 2016	Q3 2023	26
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	26	26	0.01%	0.05%	0.12%	Q3 2013	Q4 2019	26
APG Asset Management US Inc.	14	5	0.01%	0.68%	1.17%	Q2 2013	Q1 2022	26
Dai-ichi Life Insurance Company, Ltd	26	26	0.01%	0.05%	0.16%	Q4 2016	Q1 2023	26
COMMONWEALTH BANK OF AUSTRALIA	25	25	0.00%	0.18%	0.48%	Q2 2013	Q2 2019	25
Penserra Capital Management LLC	21	4	0.00%	0.03%	0.14%	Q1 2016	Q3 2023	25
abrdn plc	25	25	0.00%	0.05%	0.09%	Q3 2017	Q3 2023	25
MEEDER ASSET MANAGEMENT INC	19	3	0.00%	0.11%	0.66%	Q1 2017	Q3 2023	25
EARNEST PARTNERS LLC	24	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	25
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	21	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	25
PRUDENTIAL PLC	17	1	0.00%	0.00%	0.03%	Q4 2015	Q3 2023	25
TIAA CREF INVESTMENT MANAGEMENT LLC	24	24	0.01%	0.01%	0.02%	Q2 2013	Q1 2019	24
Creative Planning	8	3	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	24
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	22	2	0.01%	0.01%	0.01%	Q1 2016	Q1 2022	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
NATIXIS ADVISORS, L.P.	20	4	0.00%	0.02%	0.06%	Q1 2017	Q3 2023	24
TWO SIGMA ADVISERS, LP	7	1	0.00%	0.02%	0.05%	Q1 2014	Q2 2022	24
WHITTIER TRUST CO	14	10	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	24
BB&T SECURITIES, LLC	24	24	0.01%	0.01%	0.02%	Q4 2013	Q3 2019	24
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	24	24	0.02%	0.04%	0.06%	Q4 2017	Q3 2023	24
MetLife Investment Management, LLC	24	24	0.02%	0.03%	0.04%	Q4 2017	Q3 2023	24
Smithfield Trust Co	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
TEACHERS ADVISORS, LLC	24	24	0.01%	0.03%	0.05%	Q2 2013	Q1 2019	24
LORD, ABBETT & CO. LLC	24	24	0.06%	0.24%	0.38%	Q1 2015	Q4 2020	24
Manning & Napier Group, LLC	24	24	0.02%	0.08%	0.16%	Q4 2017	Q3 2023	24
ENTERPRISE FINANCIAL SERVICES CORP	13	3	0.00%	0.00%	0.01%	Q1 2014	Q2 2021	24
Verition Fund Management LLC	10	1	0.01%	0.04%	0.11%	Q3 2014	Q3 2023	23
ONTARIO TEACHERS PENSION PLAN BOARD	20	1	0.00%	0.04%	0.12%	Q2 2013	Q2 2020	23
HUNTINGTON NATIONAL BANK	18	1	0.00%	0.01%	0.04%	Q1 2009	Q3 2023	23
Treasurer of the State of North Carolina	23	23	0.03%	0.04%	0.05%	Q1 2018	Q3 2023	23
EXANE DERIVATIVES	16	1	0.00%	0.02%	0.16%	Q1 2016	Q1 2022	23
Mirae Asset Global Investments Co., Ltd.	21	1	0.01%	0.01%	0.03%	Q3 2016	Q3 2023	23
LAZARD ASSET MANAGEMENT LLC	13	2	0.00%	0.01%	0.03%	Q4 2014	Q1 2023	23
Signature Financial Management, Inc.	23	23	0.19%	0.40%	0.64%	Q2 2013	Q4 2018	23
D. E. Shaw & Co., Inc.	11	1	0.00%	0.00%	0.03%	Q2 2015	Q3 2023	23
QS Investors, LLC	23	23	0.00%	0.01%	0.01%	Q4 2015	Q2 2021	23
Ackerman Capital Advisors, LLC	20	1	0.00%	0.11%	0.17%	Q2 2017	Q3 2023	23
FIL Ltd	22	1	0.00%	0.02%	0.04%	Q3 2013	Q3 2023	23
RATIONAL ADVISORS LLC	13	1	0.00%	0.07%	0.46%	Q1 2009	Q3 2020	23
CENTERSQUARE INVESTMENT MANAGEMENT LLC	23	23	0.00%	2.36%	3.90%	Q1 2018	Q3 2023	23
Mercer Capital Advisers, Inc.	23	23	0.02%	0.03%	0.05%	Q4 2014	Q2 2020	23
State of New Jersey Common Pension Fund D	17	1	0.00%	0.04%	0.07%	Q2 2014	Q3 2023	23
Russell Investments Group, Ltd.	23	23	0.10%	0.15%	0.20%	Q1 2018	Q3 2023	23
RENAISSANCE GROUP LLC	8	1	0.01%	0.01%	0.02%	Q2 2014	Q3 2022	23
EII CAPITAL MANAGEMENT, INC.	17	6	0.06%	0.65%	1.16%	Q2 2013	Q3 2021	23
Chesapeake Wealth Management	23	23	0.09%	0.22%	0.52%	Q1 2018	Q3 2023	23
SECURITY CAPITAL RESEARCH & MANAGEMENT INC	21	1	0.05%	1.58%	4.16%	Q2 2013	Q2 2020	23
ROYAL LONDON ASSET MANAGEMENT LTD	22	1	0.01%	0.03%	0.04%	Q2 2016	Q3 2023	23
VAN ECK ASSOCIATES CORP	22	22	0.00%	0.01%	0.02%	Q2 2018	Q3 2023	22
MAI Capital Management	20	2	0.01%	0.02%	0.03%	Q2 2013	Q2 2019	22
CIGNA INVESTMENTS INC /NEW	22	22	0.02%	0.04%	0.18%	Q4 2016	Q1 2022	22
Jefferies Group LLC	7	1	0.00%	0.04%	0.60%	Q4 2013	Q3 2021	22
Sarasin & Partners LLP	22	22	0.02%	0.08%	0.12%	Q2 2013	Q3 2018	22
MACKENZIE FINANCIAL CORP	22	22	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	22
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	21	1	0.01%	2.08%	3.56%	Q4 2013	Q4 2019	22
Tredje AP-fonden	11	3	0.00%	0.04%	0.14%	Q1 2016	Q3 2023	22
J.P. Morgan Private Wealth Advisors LLC	22	22	0.01%	0.05%	0.10%	Q2 2018	Q3 2023	22
Squarepoint Ops LLC	11	1	0.00%	0.04%	0.20%	Q2 2016	Q3 2023	22
CWM, LLC	11	2	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	21
First Horizon Advisors, Inc.	14	7	0.00%	0.00%	0.01%	Q4 2013	Q1 2023	21
NORDEA INVESTMENT MANAGEMENT AB	21	21	0.00%	0.02%	0.09%	Q3 2018	Q3 2023	21
WOLVERINE TRADING, LLC	5	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	21
Schonfeld Strategic Advisors LLC	7	1	0.01%	0.06%	0.19%	Q2 2016	Q3 2023	21
MONETARY MANAGEMENT GROUP INC	20	1	0.00%	0.01%	0.01%	Q2 2014	Q3 2019	21
Walleye Trading LLC	3	1	0.00%	0.01%	0.03%	Q4 2013	Q2 2023	21
CHILTON CAPITAL MANAGEMENT LLC	20	1	0.00%	0.74%	0.98%	Q2 2013	Q4 2021	21
BESSEMER GROUP INC	14	1	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	21
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD	21	21	0.03%	0.07%	0.12%	Q2 2013	Q2 2018	21
Harvest Fund Management Co., Ltd	17	4	0.00%	0.01%	0.02%	Q4 2016	Q2 2022	21
CATAWBA CAPITAL MANAGEMENT /VA	21	21	0.08%	0.12%	0.18%	Q2 2013	Q2 2018	21
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	20	20	0.04%	0.06%	0.08%	Q1 2013	Q4 2017	20
Lindbrook Capital, LLC	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
Kinneret Advisory, LLC	20	20	0.03%	0.05%	0.08%	Q4 2018	Q3 2023	20
UNITED CAPITAL FINANCIAL ADVISORS, LLC	9	1	0.00%	0.00%	0.01%	Q4 2014	Q2 2022	20
ALPINE WOODS CAPITAL INVESTORS, LLC	20	20	0.02%	0.06%	0.08%	Q2 2013	Q1 2018	20
Cetera Advisor Networks LLC	12	8	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	20
LOWE BROCKENBROUGH & CO INC	20	20	0.06%	0.10%	0.12%	Q3 2016	Q2 2021	20
Graves Light Lenhart Wealth, Inc.	20	20	0.03%	0.06%	0.11%	Q4 2018	Q3 2023	20
Independent Order of Foresters	20	20	0.26%	0.59%	1.77%	Q2 2013	Q1 2018	20
Vident Investment Advisory, LLC	15	5	0.01%	0.08%	0.14%	Q1 2018	Q2 2023	20
Redpoint Investment Management Pty Ltd	20	20	0.01%	0.09%	0.19%	Q4 2017	Q3 2022	20
Atlantic Union Bankshares Corp	18	1	0.01%	0.24%	0.45%	Q1 2014	Q3 2023	20
TCI Wealth Advisors, Inc.	20	20	0.00%	0.00%	0.00%	Q2 2018	Q1 2023	20
Rikoon Group, LLC	19	19	0.29%	0.49%	0.62%	Q3 2016	Q1 2021	19
HONEYWELL INTERNATIONAL INC	10	9	0.03%	0.30%	1.96%	Q1 2014	Q2 2019	19
Raymond James Financial Services Advisors, Inc.	8	1	0.00%	0.02%	0.06%	Q3 2013	Q3 2023	19
Weiss Multi-Strategy Advisers LLC	6	1	0.21%	0.60%	1.24%	Q2 2013	Q4 2022	19
Allworth Financial LP	19	19	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.01%	0.01%	0.02%	Q4 2017	Q2 2022	19
Zions Bancorporation, N.A.	19	19	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	19
COMMERZBANK AKTIENGESELLSCHAFT /FI	12	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	19
BALYASNY ASSET MANAGEMENT L.P.	7	2	0.00%	0.11%	0.32%	Q2 2016	Q1 2023	19
Mariner, LLC	19	19	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	19
NOMURA HOLDINGS INC	6	1	0.00%	0.00%	0.01%	Q2 2015	Q2 2022	19
Quantbot Technologies LP	3	1	0.00%	0.08%	0.29%	Q4 2013	Q1 2023	19
Cypress Capital Management LLC (WY)	19	19	0.01%	0.01%	0.02%	Q4 2014	Q2 2019	19
NN Investment Partners Holdings N.V.	9	2	0.00%	0.01%	0.03%	Q1 2016	Q1 2022	19
CADENCE CAPITAL MANAGEMENT LLC	16	3	0.01%	0.04%	0.06%	Q3 2013	Q3 2018	19
Blume Capital Management, Inc.	18	18	0.00%	0.00%	0.01%	Q4 2014	Q1 2019	18
DAVIDSON & GARRARD INC	18	18	0.16%	0.24%	0.31%	Q2 2013	Q3 2017	18
WESCAP Management Group, Inc.	18	18	0.07%	0.16%	0.22%	Q1 2016	Q2 2020	18
MERCER GLOBAL ADVISORS INC /ADV	11	7	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	18
AMICA MUTUAL INSURANCE CO	6	2	0.04%	0.15%	0.36%	Q2 2013	Q1 2021	18
MBM Wealth Consultants, LLC	18	18	0.00%	0.01%	0.02%	Q4 2018	Q1 2023	18
ClearBridge Investments	18	18	0.00%	0.00%	0.01%	Q2 2014	Q3 2018	18
Point72 Hong Kong Ltd	6	1	0.00%	0.04%	0.10%	Q4 2015	Q3 2022	18
MANNING & NAPIER ADVISORS LLC	18	18	0.02%	0.04%	0.07%	Q2 2013	Q3 2017	18
TUDOR INVESTMENT CORP ET AL	4	1	0.00%	0.09%	0.26%	Q3 2014	Q2 2023	18
Commonwealth Equity Services, Inc	18	18	0.01%	0.01%	0.01%	Q2 2013	Q3 2017	18
SUN LIFE FINANCIAL INC	18	18	0.00%	0.12%	1.09%	Q4 2016	Q1 2021	18
Nationwide Fund Advisors	18	18	0.01%	0.04%	0.10%	Q2 2013	Q3 2017	18
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	1	0.02%	0.03%	0.05%	Q2 2013	Q2 2021	18
AMUNDI ASSET MANAGEMENT US, INC.	14	4	0.01%	0.04%	0.10%	Q3 2015	Q1 2021	18
GSA CAPITAL PARTNERS LLP	6	1	0.01%	0.08%	0.26%	Q4 2013	Q3 2023	17
UNITED SERVICES AUTOMOBILE ASSOCIATION	14	3	0.01%	0.01%	0.02%	Q1 2016	Q4 2022	17
MACKAY SHIELDS LLC	17	17	0.01%	0.02%	0.04%	Q1 2018	Q1 2022	17
SENTRY INVESTMENT MANAGEMENT LLC	7	1	0.00%	0.03%	0.04%	Q1 2016	Q3 2023	17
HOURGLASS CAPITAL, LLC	13	1	0.04%	0.05%	0.07%	Q2 2013	Q2 2021	17
Laird Norton Wetherby Wealth Management, LLC	17	17	0.01%	0.02%	0.04%	Q3 2019	Q3 2023	17
SEEYOND	17	17	0.07%	0.14%	0.32%	Q4 2018	Q4 2022	17
Gotham Asset Management, LLC	8	2	0.01%	0.03%	0.08%	Q1 2017	Q1 2023	17
Sterling Capital Management LLC	17	17	0.02%	0.03%	0.03%	Q3 2015	Q3 2019	17
GAM Holding AG	17	17	0.00%	0.02%	0.03%	Q2 2013	Q2 2017	17
CAPITAL FUND MANAGEMENT S.A.	3	1	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	17
RIVERHEAD CAPITAL MANAGEMENT LLC	17	17	0.01%	0.03%	0.06%	Q3 2015	Q3 2019	17
HEITMAN REAL ESTATE SECURITIES LLC	6	1	0.01%	3.06%	4.55%	Q2 2013	Q4 2022	17
Forward Management, LLC	11	1	0.03%	0.26%	0.78%	Q2 2013	Q3 2022	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.02%	0.02%	0.04%	Q2 2013	Q2 2017	17
AlphaCrest Capital Management LLC	16	16	0.04%	0.16%	0.35%	Q4 2018	Q3 2022	16
Vestcor Inc	16	16	0.01%	0.04%	0.12%	Q4 2019	Q3 2023	16
Crosspoint Capital Strategies, LLC	8	8	0.02%	0.05%	0.10%	Q4 2013	Q4 2017	16
Caprock Group, LLC	13	3	0.03%	0.05%	0.09%	Q1 2016	Q3 2021	16
ASSETMARK, INC	12	2	0.00%	0.00%	0.00%	Q3 2017	Q1 2022	16
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	8	1	0.01%	0.02%	0.02%	Q4 2016	Q3 2022	16
Ensign Peak Advisors, Inc	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
Amica Retiree Medical Trust	6	2	0.09%	0.19%	0.41%	Q4 2013	Q1 2021	16
AEW CAPITAL MANAGEMENT L P	16	16	3.28%	3.77%	4.11%	Q4 2019	Q3 2023	16
Bridgewater Associates	10	1	0.00%	0.01%	0.07%	Q2 2017	Q3 2023	16
Hummer Financial Advisory Services Inc	16	16	0.43%	0.54%	0.65%	Q4 2019	Q3 2023	16
TOKIO MARINE ASSET MANAGEMENT CO LTD	7	3	0.02%	0.03%	0.04%	Q3 2015	Q3 2023	16
Advisory Services Network, LLC	11	1	0.00%	0.01%	0.01%	Q3 2017	Q1 2023	16
Quantitative Investment Management, LLC	3	1	0.01%	0.08%	0.20%	Q1 2014	Q4 2020	16
Wealthfront Advisers LLC	7	3	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	16
Prestige Wealth Management Group LLC	15	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	16
Neuberger Berman Group LLC	8	1	0.00%	0.01%	0.04%	Q3 2013	Q3 2023	16
Engineers Gate Manager LP	8	1	0.01%	0.03%	0.07%	Q2 2015	Q3 2023	16
Candriam S.C.A.	8	3	0.00%	0.06%	0.25%	Q2 2019	Q3 2023	16
Kemper Corp Master Retirement Trust	12	4	0.11%	0.20%	0.28%	Q2 2013	Q4 2017	16
VOLORIDGE INVESTMENT MANAGEMENT, LLC	7	1	0.00%	0.09%	0.19%	Q1 2015	Q1 2023	16
Banque Cantonale Vaudoise	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
SIMPLEX TRADING, LLC	3	1	0.00%	0.00%	0.00%	Q1 2015	Q2 2023	16
Steward Partners Investment Advisory, LLC	14	2	0.00%	0.01%	0.01%	Q2 2018	Q3 2023	16
Clark Capital Management Group, Inc.	8	7	0.35%	0.52%	0.67%	Q3 2018	Q3 2022	15
BLACKROCK ADVISORS LLC	15	15	0.00%	0.02%	0.05%	Q2 2013	Q4 2016	15
GUARDIAN LIFE INSURANCE CO OF AMERICA	15	15	0.00%	0.00%	0.01%	Q2 2016	Q4 2019	15
BlackRock Institutional Trust Company, N.A.	15	15	0.04%	0.05%	0.07%	Q2 2013	Q4 2016	15
OSSIAM	10	1	0.00%	0.02%	0.07%	Q1 2019	Q3 2023	15
DAVIS SELECTED ADVISERS	11	4	0.02%	0.04%	0.06%	Q1 2015	Q3 2023	15
MUFG Americas Holdings Corp	12	1	0.00%	0.01%	0.04%	Q4 2010	Q4 2020	15
HIGH POINT BANK & TRUST CO	15	15	0.00%	0.01%	0.01%	Q2 2013	Q4 2016	15
BlackRock Investment Management, LLC	15	15	0.03%	0.03%	0.04%	Q2 2013	Q4 2016	15
National Pension Service	8	3	0.00%	0.05%	0.07%	Q2 2016	Q2 2023	15
Advisor Group, Inc.	15	15	0.00%	0.00%	0.00%	Q2 2016	Q4 2019	15
OSAIC HOLDINGS, INC.	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
Bank of Marin	12	3	0.19%	0.24%	0.30%	Q4 2019	Q3 2023	15
ALLSTATE CORP	14	1	0.02%	0.13%	0.35%	Q2 2017	Q3 2023	15
CI INVESTMENTS INC.	12	3	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	15
STEVENS CAPITAL MANAGEMENT LP	5	1	0.03%	0.16%	0.46%	Q2 2013	Q3 2023	15
BlackRock Japan Co. Ltd	15	15	0.03%	0.04%	0.05%	Q2 2013	Q4 2016	15
Xact Kapitalforvaltning AB	15	15	0.02%	0.04%	0.06%	Q3 2016	Q1 2020	15
Sutton Wealth Advisors Inc.	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
Hazelview Securities Inc.	13	2	0.13%	3.57%	6.29%	Q4 2019	Q3 2023	15
Hudock, Inc.	14	1	0.00%	0.02%	0.05%	Q2 2013	Q3 2022	15
OFI Advisors LLC	11	4	0.01%	0.01%	0.01%	Q3 2011	Q3 2015	15
BlackRock Fund Advisors	15	15	0.07%	0.09%	0.12%	Q2 2013	Q4 2016	15
BlackRock Group LTD	15	15	0.03%	0.05%	0.08%	Q2 2013	Q4 2016	15
Csenge Advisory Group	8	7	0.03%	0.08%	0.14%	Q3 2018	Q3 2022	15
SPC Financial, Inc.	13	2	0.04%	0.50%	1.33%	Q2 2013	Q4 2019	15
Handelsbanken Fonder AB	14	1	0.02%	0.03%	0.04%	Q4 2015	Q3 2023	15
Bartlett & Co. LLC	15	15	0.00%	0.00%	0.00%	Q2 2013	Q4 2016	15
CULLEN/FROST BANKERS, INC.	14	1	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	15
WINTON GROUP Ltd	5	1	0.01%	0.08%	0.23%	Q3 2015	Q2 2021	14
Rockefeller Capital Management L.P.	10	1	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	14
Mizuho Asset Management Co.,Ltd.	14	14	0.02%	0.31%	0.43%	Q2 2013	Q3 2016	14
Rampart Investment Management Company, LLC	14	14	0.01%	0.06%	0.15%	Q1 2017	Q2 2020	14
Financial Management Professionals, Inc.	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
UBS OCONNOR LLC	6	1	0.01%	0.06%	0.33%	Q2 2014	Q3 2023	14
NATIXIS	5	1	0.00%	0.04%	0.24%	Q2 2016	Q2 2023	14
WOLVERINE ASSET MANAGEMENT LLC	4	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	14
Shinko Asset Management Co., Ltd.	14	14	0.50%	1.14%	1.46%	Q2 2013	Q3 2016	14
Pendal Group Ltd	14	14	0.02%	0.03%	0.05%	Q3 2019	Q4 2022	14
Proficio Capital Partners LLC	13	1	0.00%	0.01%	0.01%	Q4 2015	Q2 2019	14
Investure, LLC	14	14	1.02%	2.86%	3.94%	Q2 2020	Q3 2023	14
Paloma Partners Management Co	6	1	0.00%	0.02%	0.13%	Q4 2013	Q1 2021	14
Mn Services Vermogensbeheer B.V.	14	14	0.02%	0.04%	0.05%	Q1 2016	Q2 2019	14
SHELTON CAPITAL MANAGEMENT	13	1	0.02%	0.09%	0.13%	Q2 2013	Q1 2017	14
Royal Fund Management, LLC	14	14	0.00%	0.00%	0.01%	Q4 2016	Q1 2020	14
Dai-ichi Life Holdings, Inc.	14	14	0.01%	0.03%	0.04%	Q2 2013	Q3 2016	14
XPONANCE, INC.	14	14	0.01%	0.02%	0.03%	Q2 2020	Q3 2023	14
Burt Wealth Advisors	12	2	0.01%	0.02%	0.02%	Q4 2014	Q2 2018	14
ETF MANAGERS GROUP, LLC	8	1	0.01%	0.02%	0.04%	Q1 2016	Q1 2023	13
TOBAM	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
BP PLC	13	13	0.02%	0.04%	0.06%	Q2 2018	Q2 2021	13
Ellevest, Inc.	13	13	0.00%	0.02%	0.03%	Q1 2020	Q1 2023	13
DELTA LLOYD NV	13	13	0.00%	0.06%	0.13%	Q1 2014	Q1 2017	13
THOMPSON DAVIS & CO., INC.	13	13	0.01%	0.02%	0.04%	Q3 2014	Q3 2017	13
ATLAS CAPITAL ADVISORS LLC	12	1	0.02%	0.02%	0.02%	Q2 2020	Q3 2023	13
Quadrature Capital Ltd	5	1	0.02%	0.05%	0.16%	Q4 2015	Q2 2022	13
Zions Bancorporation	11	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2018	13
Qube Research & Technologies Ltd	6	1	0.00%	0.08%	0.24%	Q1 2018	Q3 2023	13
MARTINGALE ASSET MANAGEMENT L P	13	13	0.02%	0.20%	0.30%	Q2 2017	Q2 2020	13
NCM Capital Advisers, Inc.	13	13	0.02%	0.67%	1.13%	Q2 2013	Q2 2016	13
People's United Financial, Inc.	13	13	0.01%	0.02%	0.02%	Q4 2016	Q4 2019	13
CLEARARC CAPITAL INC	11	1	0.04%	0.04%	0.06%	Q1 2016	Q3 2019	13
EVERENCE CAPITAL MANAGEMENT INC	9	4	0.02%	0.07%	0.11%	Q4 2016	Q3 2023	13
JANUS HENDERSON INVESTORS US LLC	11	2	0.00%	0.03%	0.08%	Q2 2013	Q1 2017	13
PRIVATE TRUST CO NA	7	6	0.01%	0.01%	0.02%	Q1 2013	Q3 2023	13
Wealthspire Advisors, L.P.	12	12	0.00%	0.00%	0.00%	Q2 2016	Q1 2019	13
Clearstead Advisors, LLC	11	1	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	13
Private Ocean, LLC	13	13	0.00%	0.00%	0.01%	Q1 2019	Q1 2022	13
South Dakota Investment Council	7	6	0.01%	0.03%	0.04%	Q2 2020	Q3 2023	13
DUALITY ADVISERS, LP	5	1	0.03%	0.16%	0.50%	Q4 2018	Q3 2023	13
MASSMUTUAL TRUST CO FSB/ADV	13	13	0.00%	0.00%	0.00%	Q4 2020	Q4 2023	13
Elo Mutual Pension Insurance Co	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
MU Investments Co., Ltd.	12	12	0.01%	0.10%	0.17%	Q2 2013	Q1 2016	12
Ethic Inc.	12	12	0.01%	0.06%	0.11%	Q4 2020	Q3 2023	12
Glen Harbor Capital Management LLC	12	12	0.02%	0.03%	0.05%	Q4 2016	Q3 2019	12
Mechanics Bank Trust Department	12	12	0.08%	0.09%	0.11%	Q2 2013	Q1 2016	12
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Elkfork Partners LLC	12	12	0.01%	0.02%	0.04%	Q4 2016	Q3 2019	12
SRS Capital Advisors, Inc.	7	2	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	12
ExodusPoint Capital Management, LP	7	1	0.00%	0.04%	0.10%	Q1 2019	Q3 2023	12
Janney Montgomery Scott LLC	10	2	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	12
Meadow Creek Investment Management LLC	12	12	0.01%	0.02%	0.04%	Q4 2016	Q3 2019	12
SCHULHOFF & CO INC	12	12	0.13%	0.47%	0.72%	Q3 2020	Q2 2023	12
Gideon Capital Advisors, Inc.	5	1	0.18%	0.61%	1.34%	Q4 2013	Q4 2019	12
Tyers Asset Management LLC	12	12	0.01%	0.02%	0.04%	Q4 2016	Q3 2019	12
Man Group plc	7	1	0.00%	0.01%	0.08%	Q2 2018	Q3 2023	12
DIAMOND HILL CAPITAL MANAGEMENT INC	12	12	0.07%	0.12%	0.28%	Q4 2020	Q3 2023	12
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	12	12	0.01%	0.05%	0.08%	Q4 2020	Q3 2023	12
WFG Advisors, LP	12	12	0.37%	0.78%	1.24%	Q2 2013	Q1 2016	12
Zimmer Partners, LP	5	1	0.12%	1.31%	3.06%	Q4 2018	Q3 2023	12
A.R.T. Advisors, LLC	9	1	0.01%	0.07%	0.16%	Q2 2013	Q1 2019	12
FineMark National Bank & Trust	8	1	0.01%	0.01%	0.02%	Q2 2014	Q4 2017	12
CSat Investment Advisory, L.P.	12	12	0.01%	0.02%	0.05%	Q2 2018	Q1 2021	12
MARSHALL WACE, LLP	6	1	0.00%	0.04%	0.12%	Q2 2015	Q1 2023	12
Echo Street Capital Management LLC	4	1	0.00%	0.24%	1.00%	Q3 2013	Q1 2022	12
NEXT Financial Group, Inc	5	2	0.00%	0.00%	0.00%	Q3 2014	Q4 2021	12
CX Institutional	11	1	0.00%	0.00%	0.00%	Q1 2019	Q2 2022	12
Berman Capital Advisors, LLC	12	12	0.00%	0.01%	0.01%	Q4 2018	Q3 2021	12
Aurora Investment Managers, LLC.	12	12	1.70%	2.17%	2.90%	Q4 2020	Q3 2023	12
Cipher Capital LP	2	1	0.05%	0.21%	0.30%	Q2 2014	Q1 2023	12
Horizon Investments, LLC	5	1	0.01%	0.04%	0.10%	Q4 2017	Q3 2023	12
WHITTIER TRUST CO OF NEVADA INC	12	12	0.00%	0.00%	0.00%	Q2 2020	Q1 2023	12
DRIEHAUS CAPITAL MANAGEMENT LLC	6	1	0.03%	0.10%	0.20%	Q2 2013	Q4 2018	12
Cambridge Investment Research Advisors, Inc.	7	5	0.00%	0.00%	0.01%	Q1 2019	Q3 2022	12
Annapolis Financial Services, LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Ilmarinen Mutual Pension Insurance Co	12	12	0.04%	0.08%	0.10%	Q4 2020	Q3 2023	12
Joel Isaacson & Co., LLC	12	12	0.00%	0.00%	0.01%	Q4 2013	Q3 2016	12
SYMPHONY ASSET MANAGEMENT LLC	9	2	0.02%	0.07%	0.14%	Q2 2014	Q4 2017	11
Plante Moran Financial Advisors, LLC	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
Teza Capital Management LLC	3	1	0.04%	0.37%	0.86%	Q4 2016	Q2 2021	11
PRELUDE CAPITAL MANAGEMENT, LLC	5	1	0.01%	0.10%	0.26%	Q4 2013	Q2 2023	11
TRUST CO OF VIRGINIA /VA	9	1	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	11
EATON VANCE MANAGEMENT	6	5	0.00%	0.00%	0.00%	Q2 2013	Q1 2022	11
AMERICAN NATIONAL BANK	11	11	0.01%	0.03%	0.05%	Q3 2017	Q1 2020	11
EVERGREEN CAPITAL MANAGEMENT LLC	11	11	0.17%	0.36%	0.57%	Q1 2021	Q3 2023	11
Weaver C. Barksdale & Associates, Inc.	11	11	0.00%	0.00%	0.00%	Q2 2013	Q4 2015	11
Concord Wealth Partners	7	4	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	11
Snowden Capital Advisors LLC	6	2	0.00%	0.01%	0.01%	Q2 2019	Q2 2023	11
Inspire Investing, LLC	9	1	0.03%	0.21%	0.32%	Q4 2017	Q3 2023	11
Perpetual Ltd	8	3	0.02%	0.03%	0.04%	Q3 2013	Q3 2023	11
AGF Investments LLC	8	3	0.00%	0.01%	0.01%	Q4 2016	Q3 2019	11
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2021	11
FOX RUN MANAGEMENT, L.L.C.	4	1	0.06%	0.19%	0.34%	Q3 2017	Q3 2023	11
STRATTON MANAGEMENT CO	11	11	0.06%	0.13%	0.17%	Q2 2013	Q4 2015	11
Virtu Financial LLC	2	1	0.02%	0.04%	0.06%	Q1 2015	Q1 2022	11
ADVISOR PARTNERS LLC	4	3	0.02%	0.03%	0.06%	Q1 2017	Q2 2022	11
Global X Management CO LLC	11	11	0.00%	0.01%	0.02%	Q4 2015	Q2 2018	11
Harrison Street Securities, LLC	10	1	0.70%	3.51%	4.58%	Q2 2013	Q2 2016	11
AMICA PENSION FUND BOARD OF TRUSTEES	5	1	0.07%	0.19%	0.41%	Q2 2013	Q4 2018	11
Alpha Omega Wealth Management LLC	11	11	0.01%	0.02%	0.03%	Q4 2016	Q2 2019	11
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	6	2	0.00%	0.02%	0.08%	Q4 2019	Q4 2022	11
Virtu KCG Holdings LLC	9	1	0.00%	0.01%	0.02%	Q3 2013	Q4 2016	11
CT Financial Advisors LLC	10	1	0.01%	0.01%	0.02%	Q1 2014	Q1 2017	11
Pinnacle Summer Investments, Inc.	11	11	0.13%	0.25%	0.39%	Q2 2013	Q4 2015	11
Parkwood LLC	11	11	0.03%	0.06%	0.10%	Q4 2014	Q2 2017	11
Pearl River Capital, LLC	4	1	0.08%	0.30%	0.58%	Q4 2018	Q3 2023	11
LONDON CO OF VIRGINIA	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
INVESTMENT COUNSELORS OF MARYLAND LLC	10	10	0.00%	0.00%	0.00%	Q2 2013	Q3 2015	10
UBS AG	6	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2014	10
RVB CAPITAL MANAGEMENT LLC	7	1	1.83%	4.48%	6.92%	Q4 2017	Q1 2022	10
B&I Capital AG	10	10	2.33%	2.89%	3.49%	Q2 2021	Q3 2023	10
QUANTUM CAPITAL MANAGEMENT	10	10	0.05%	0.09%	0.13%	Q1 2018	Q2 2020	10
Tarbox Family Office, Inc.	10	10	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	10
HGI Capital Management, LLC	5	1	0.95%	3.08%	4.74%	Q4 2016	Q3 2023	10
PineBridge Investments, L.P.	9	1	0.00%	0.00%	0.02%	Q2 2015	Q1 2020	10
IndexIQ Advisors LLC	10	10	0.00%	0.01%	0.01%	Q4 2019	Q1 2022	10
Quantitative Systematic Strategies LLC	6	4	0.08%	0.36%	0.79%	Q4 2016	Q2 2021	10
WEALTHFRONT Corp	6	4	0.00%	0.00%	0.01%	Q4 2014	Q3 2018	10
BARINGS LLC	5	5	0.01%	0.62%	1.62%	Q1 2015	Q1 2019	10
Vanguard Personalized Indexing Management, LLC	10	10	0.02%	0.04%	0.08%	Q2 2021	Q3 2023	10
Parallax Volatility Advisers, L.P.	3	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2019	10
Twin Tree Management, LP	3	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	10
HIGHBRIDGE CAPITAL MANAGEMENT LLC	9	1	0.01%	0.09%	0.15%	Q1 2014	Q3 2018	10
USA FINANCIAL FORMULAS	5	1	0.00%	0.32%	1.27%	Q4 2015	Q3 2023	10
Amundi	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
Nelson Capital Management, LLC	6	1	0.02%	0.03%	0.03%	Q3 2016	Q2 2019	10
Fortis Advisors, LLC	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
Taylor Hoffman Wealth Management	9	1	0.07%	0.11%	0.14%	Q4 2017	Q2 2020	10
Maryland State Retirement & Pension System	6	4	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	10
BOOTHBAY FUND MANAGEMENT, LLC	4	1	0.01%	0.04%	0.13%	Q1 2019	Q3 2023	10
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	6	4	0.12%	0.56%	1.61%	Q4 2018	Q3 2022	10
ACIMA PRIVATE WEALTH, LLC	10	10	0.01%	0.01%	0.02%	Q4 2019	Q1 2022	10
PATHSTONE FAMILY OFFICE, LLC	5	4	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	9
PIEDMONT INVESTMENT ADVISORS INC	5	1	0.00%	0.01%	0.01%	Q2 2016	Q1 2020	9
FIRST HAWAIIAN BANK	5	1	0.01%	0.01%	0.02%	Q3 2018	Q4 2021	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.02%	0.02%	0.02%	Q2 2013	Q2 2015	9
Illinois Municipal Retirement Fund	8	1	0.01%	0.04%	0.22%	Q4 2019	Q3 2023	9
Absolute Return Capital, LLC	9	9	0.01%	0.04%	0.10%	Q2 2013	Q2 2015	9
Magnetar Financial LLC	3	1	0.00%	0.02%	0.03%	Q1 2016	Q3 2023	9
BAILARD, INC.	3	1	0.01%	0.02%	0.07%	Q4 2013	Q4 2021	9
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	4	1	0.03%	0.20%	0.63%	Q2 2017	Q2 2023	9
Checchi Capital Advisers, LLC	7	2	0.01%	0.02%	0.03%	Q1 2016	Q2 2023	9
6 Meridian	9	9	0.05%	0.05%	0.06%	Q4 2017	Q4 2019	9
USS Investment Management Ltd	9	9	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	9
Community Financial Services Group, LLC	7	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2015	9
EVOKE WEALTH, LLC	7	2	0.00%	0.00%	0.00%	Q3 2019	Q1 2022	9
TOWER BRIDGE ADVISORS	7	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2023	9
Phocas Financial Corp.	9	9	0.00%	0.03%	0.04%	Q3 2017	Q3 2019	9
Larson Financial Group LLC	9	9	0.00%	0.00%	0.00%	Q1 2021	Q1 2023	9
Machina Capital S.A.S.	5	1	0.04%	0.33%	0.60%	Q4 2018	Q3 2023	9
Edgestream Partners, L.P.	4	2	0.06%	0.17%	0.49%	Q4 2019	Q3 2023	9
Brookfield Asset Management	8	1	0.16%	0.34%	0.46%	Q2 2013	Q3 2023	9
IAT REINSURANCE CO LTD.	9	9	0.89%	1.62%	2.57%	Q4 2014	Q4 2016	9
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX	9	9	0.04%	0.05%	0.06%	Q1 2016	Q1 2018	9
BerganKDV Wealth Management, LLC	8	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2022	9
Gerstein Fisher	9	9	0.07%	0.08%	0.08%	Q3 2014	Q3 2016	9
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.	9	9	0.00%	0.01%	0.01%	Q2 2016	Q2 2018	9
Aston Asset Management, LLC	9	9	0.10%	0.17%	0.26%	Q3 2013	Q3 2015	9
Global Retirement Partners, LLC	7	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	9
CARLSON CAPITAL L P	4	2	0.06%	0.28%	0.46%	Q2 2013	Q3 2023	9
MV CAPITAL MANAGEMENT, INC.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
OppenheimerFunds, Inc.	4	2	0.00%	0.04%	0.13%	Q2 2014	Q4 2018	9
Corbenic Partners LLC	9	9	0.04%	0.05%	0.06%	Q4 2015	Q4 2017	9
Kozak & Associates, Inc.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Cetera Investment Advisers	5	4	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	9
Ranch Capital Advisors Inc.	8	8	0.00%	0.00%	0.00%	Q4 2019	Q3 2021	8
TRUST CO OF VERMONT	7	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	8
GROUP ONE TRADING, L.P.	3	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2023	8
Neo Ivy Capital Management	3	1	0.00%	0.30%	0.82%	Q1 2019	Q3 2023	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.03%	0.04%	0.06%	Q2 2019	Q2 2023	8
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	8	8	0.05%	0.07%	0.10%	Q4 2021	Q3 2023	8
Covestor Ltd	8	8	0.01%	0.04%	0.08%	Q4 2021	Q3 2023	8
Horizon Family Wealth, Inc.	8	8	0.55%	0.74%	0.92%	Q4 2021	Q3 2023	8
Addison Advisors LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
TIVERTON ASSET MANAGEMENT LLC	8	8	0.00%	0.00%	0.01%	Q4 2017	Q3 2019	8
Vert Asset Management LLC	8	8	2.31%	2.62%	2.78%	Q4 2021	Q3 2023	8
Alberta Investment Management Corp	3	2	0.00%	0.02%	0.06%	Q3 2016	Q3 2023	8
MCF Advisors LLC	7	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
ABERDEEN ASSET MANAGEMENT PLC/UK	6	2	0.01%	0.01%	0.01%	Q2 2014	Q2 2017	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
GLOBEFLEX CAPITAL L P	8	8	0.14%	0.39%	0.62%	Q2 2014	Q1 2016	8
Finer Wealth Management, Inc.	8	8	0.23%	0.32%	0.40%	Q4 2021	Q3 2023	8
Virtus ETF Advisers LLC	8	8	0.21%	0.62%	0.83%	Q1 2021	Q4 2022	8
CVA Family Office, LLC	4	2	0.00%	0.01%	0.01%	Q1 2021	Q2 2023	8
Connor, Clark & Lunn Investment Management Ltd.	3	1	0.00%	0.02%	0.10%	Q1 2017	Q3 2023	8
Summit Global Investments	8	8	0.08%	0.15%	0.20%	Q1 2018	Q4 2019	8
CLEAR STREET MARKETS LLC	6	2	0.00%	0.05%	0.26%	Q3 2015	Q2 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.01%	0.06%	Q4 2021	Q3 2023	8
American Investment Services, Inc.	5	1	0.05%	0.08%	0.16%	Q4 2015	Q4 2021	8
AdvisorNet Financial, Inc	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Desjardins Global Asset Management Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
B. Metzler seel. Sohn & Co. AG	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	8
BROWN BROTHERS HARRIMAN & CO	5	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2022	8
Gillson Capital LP	5	3	0.44%	1.05%	2.32%	Q3 2020	Q3 2022	8
Bell Investment Advisors, Inc	6	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
CENTRAL TRUST Co	3	1	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	8
WORLDQUANT MILLENNIUM ADVISORS LLC	6	2	0.01%	0.19%	0.45%	Q2 2021	Q3 2023	8
WASHINGTON TRUST BANK	8	8	0.00%	0.00%	0.00%	Q1 2014	Q4 2015	8
SUNTRUST BANKS INC	4	4	0.00%	0.01%	0.01%	Q2 2013	Q1 2016	8
Mizuho Trust & Banking Co., Ltd.	8	8	0.04%	0.05%	0.06%	Q4 2014	Q3 2016	8
GENERAL MOTORS INVESTMENT MANAGEMENT CORP	8	8	0.30%	0.36%	0.47%	Q2 2013	Q1 2015	8
IEQ CAPITAL, LLC	6	2	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	8
HRT FINANCIAL LP	3	1	0.01%	0.05%	0.13%	Q2 2015	Q3 2023	8
ALPHA WINDWARD LLC	8	8	0.02%	0.02%	0.02%	Q4 2013	Q3 2015	8
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	8	8	0.00%	0.00%	0.00%	Q3 2018	Q2 2020	8
PICTET ASSET MANAGEMENT SA	8	8	0.05%	0.06%	0.08%	Q3 2021	Q2 2023	8
Alyeska Investment Group, L.P.	4	1	0.02%	0.21%	0.37%	Q1 2016	Q3 2023	8
MSI Financial Services Inc	6	2	0.00%	0.00%	0.00%	Q2 2014	Q4 2016	8
Tidal Investments LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Spot Trading L.L.C	5	5	0.00%	0.01%	0.03%	Q4 2015	Q4 2016	8
Baron Financial Group, LLC	8	8	0.01%	0.01%	0.01%	Q3 2020	Q2 2022	8
OXFORD ASSET MANAGEMENT LLP	3	1	0.01%	0.02%	0.03%	Q1 2017	Q3 2019	7
Bayesian Capital Management, LP	4	1	0.03%	0.07%	0.10%	Q1 2020	Q3 2023	7
DARK FOREST CAPITAL MANAGEMENT LP	6	1	0.01%	0.04%	0.08%	Q4 2021	Q3 2023	7
ATHERTON LANE ADVISERS, LLC	7	7	0.11%	0.13%	0.14%	Q2 2014	Q4 2015	7
JACOBS LEVY EQUITY MANAGEMENT, INC	7	7	0.01%	0.01%	0.02%	Q2 2014	Q4 2015	7
CLINTON GROUP INC	2	1	0.01%	0.28%	0.63%	Q1 2014	Q3 2018	7
Sowell Financial Services LLC	7	7	0.00%	0.00%	0.00%	Q3 2019	Q1 2021	7
Ranger Global Real Estate Advisors, LLC	7	7	5.54%	6.41%	7.85%	Q1 2022	Q3 2023	7
LMR Partners LLP	4	1	0.01%	0.06%	0.12%	Q2 2017	Q2 2021	7
Virtus Fund Advisers, LLC	7	7	0.00%	0.00%	0.01%	Q2 2014	Q4 2015	7
COMMERCE BANK	6	1	0.00%	0.00%	0.01%	Q2 2020	Q2 2022	7
La Francaise Forum Securities Ltd	5	2	0.39%	0.71%	0.93%	Q2 2013	Q1 2015	7
TIEDEMANN ADVISORS, LLC	6	1	0.01%	0.01%	0.02%	Q1 2017	Q1 2022	7
Eagle Bay Advisors LLC	5	2	0.00%	0.08%	0.13%	Q2 2021	Q3 2023	7
CIBC Private Wealth Group, LLC	3	1	0.00%	0.00%	0.00%	Q4 2017	Q2 2021	7
Investors Research Corp	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	4	1	0.01%	0.20%	0.38%	Q1 2018	Q4 2022	7
COOKSON PEIRCE & CO INC	5	2	0.02%	0.54%	1.10%	Q3 2014	Q1 2022	7
BI Asset Management Fondsmaeglerselskab A/S	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
Achmea Investment Management B.V.	6	1	0.00%	0.01%	0.02%	Q3 2021	Q2 2023	7
Truehand, Inc	7	7	0.51%	0.95%	1.16%	Q2 2020	Q4 2021	7
Rehmann Capital Advisory Group	7	7	0.00%	0.00%	0.00%	Q1 2018	Q3 2019	7
Seneca House Advisors	6	1	0.10%	0.14%	0.18%	Q2 2021	Q2 2023	7
Migdal Insurance & Financial Holdings Ltd.	3	1	0.00%	0.01%	0.01%	Q4 2016	Q2 2022	7
Vanderbilt University	7	7	0.06%	0.14%	0.20%	Q1 2022	Q3 2023	7
TOEWS CORP /ADV	3	1	0.07%	0.46%	0.79%	Q1 2018	Q3 2022	7
OPSEU Pension Plan Trust Fund	5	2	0.06%	0.14%	0.35%	Q1 2020	Q3 2022	7
GSI Capital Advisors LLC	4	1	1.94%	7.01%	9.33%	Q3 2013	Q4 2020	7
Brookstone Capital Management	7	7	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	7
Long Pond Capital	3	1	0.35%	1.80%	4.49%	Q4 2016	Q4 2022	7
CITY NATIONAL BANK	7	7	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	7
Placemark Investments, Inc.	7	7	0.02%	0.03%	0.05%	Q2 2013	Q4 2014	7
BlueCrest Capital Management Ltd	6	1	0.01%	0.03%	0.05%	Q2 2017	Q1 2019	7
Holocene Advisors, LP	3	2	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	7
Stonebridge Capital Advisors LLC	4	3	0.00%	0.00%	0.00%	Q2 2019	Q2 2022	7
COLONY GROUP LLC	4	3	0.00%	0.01%	0.01%	Q1 2019	Q3 2022	7
Laurion Capital Management LP	5	1	0.00%	0.01%	0.03%	Q1 2019	Q1 2022	7
Point72 Asset Management, L.P.	4	1	0.01%	0.07%	0.11%	Q3 2018	Q3 2023	6
Corient Capital Partners, LLC	6	6	0.02%	0.02%	0.02%	Q2 2021	Q3 2022	6
HOWLAND CAPITAL MANAGEMENT LLC	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
FIRST QUADRANT LLC/CA	6	6	0.00%	0.07%	0.14%	Q4 2018	Q1 2020	6
Princeton Alpha Management LP	2	1	0.07%	0.12%	0.29%	Q1 2014	Q1 2017	6
CenterStar Asset Management, LLC	3	1	0.00%	0.03%	0.09%	Q3 2019	Q2 2022	6
Maven Securities LTD	5	1	0.01%	0.09%	0.39%	Q1 2021	Q3 2022	6
SOA Wealth Advisors, LLC.	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
Assenagon Asset Management S.A.	3	1	0.00%	0.00%	0.01%	Q1 2017	Q4 2019	6
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
BLAIR WILLIAM & CO/IL	4	2	0.00%	0.00%	0.01%	Q2 2019	Q4 2021	6
Legend Financial Advisors, Inc.	5	1	0.06%	0.10%	0.15%	Q4 2021	Q3 2023	6
First Trust Direct Indexing L.P.	5	1	0.04%	0.04%	0.04%	Q4 2020	Q3 2022	6
Cedar Mountain Advisors, LLC	6	6	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	6
Quantamental Technologies LLC	2	1	0.11%	0.28%	0.47%	Q4 2018	Q4 2022	6
CAPITAL GROWTH MANAGEMENT LP	4	1	0.41%	1.03%	2.02%	Q4 2015	Q2 2022	6
Railway Pension Investments Ltd	6	6	0.08%	0.09%	0.10%	Q4 2018	Q1 2020	6
GREAT LAKES ADVISORS, LLC	5	1	0.02%	0.02%	0.05%	Q3 2016	Q3 2020	6
Czech National Bank	6	6	0.03%	0.04%	0.04%	Q3 2022	Q4 2023	6
Centiva Capital, LP	2	1	0.01%	0.02%	0.02%	Q2 2020	Q3 2023	6
Marshall Wace North America L.P.	2	1	0.00%	0.01%	0.02%	Q1 2017	Q3 2020	6
Cerity Partners LLC	6	6	0.01%	0.03%	0.06%	Q2 2022	Q3 2023	6
Spire Wealth Management	6	6	0.01%	0.01%	0.01%	Q1 2021	Q2 2022	6
S. R. Schill & Associates	6	6	1.50%	1.65%	1.76%	Q1 2021	Q2 2022	6
TWO SIGMA SECURITIES, LLC	2	1	0.00%	0.02%	0.12%	Q3 2016	Q2 2023	6
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	4	1	0.02%	0.03%	0.04%	Q4 2017	Q1 2021	6
Impax Asset Management Group plc	4	2	0.00%	0.00%	0.00%	Q2 2019	Q4 2021	6
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	5	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2018	6
FLAGSHIP HARBOR ADVISORS, LLC	6	6	0.00%	0.00%	0.00%	Q2 2019	Q3 2020	6
Athanor Capital, LP	6	6	0.01%	0.02%	0.04%	Q4 2019	Q1 2021	6
American Portfolios Advisors	5	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2022	6
Corsicana & Co.	6	6	3.42%	3.87%	4.12%	Q2 2021	Q3 2022	6
EverSource Wealth Advisors, LLC	5	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.03%	0.04%	0.04%	Q2 2013	Q3 2014	6
I.G. INVESTMENT MANAGEMENT, LTD.	3	3	0.01%	0.01%	0.01%	Q2 2013	Q3 2016	6
TRUST CO OF TOLEDO NA /OH/	6	6	0.18%	0.19%	0.20%	Q3 2016	Q4 2017	6
Ballentine Partners, LLC	3	1	0.01%	0.01%	0.01%	Q3 2019	Q1 2023	6
WEXFORD CAPITAL LP	5	1	0.03%	0.11%	0.21%	Q2 2020	Q2 2023	6
NexWave Capital Partners LLC	6	6	3.76%	5.50%	9.75%	Q3 2020	Q4 2021	6
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	6	0.03%	0.06%	0.07%	Q2 2022	Q3 2023	6
Burns Matteson Capital Management, LLC	6	6	0.24%	0.25%	0.27%	Q4 2020	Q1 2022	6
REGIONS FINANCIAL CORP	6	6	0.00%	0.00%	0.00%	Q4 2017	Q1 2019	6
Natixis Investment Managers International	3	3	0.01%	0.02%	0.06%	Q4 2014	Q3 2018	6
Metis Global Partners, LLC	4	2	0.02%	0.04%	0.06%	Q1 2022	Q3 2023	6
Quad-Cities Investment Group, LLC	6	6	0.01%	0.01%	0.01%	Q2 2018	Q3 2019	6
CITY HOLDING CO	4	2	0.01%	0.01%	0.02%	Q4 2013	Q3 2017	6
Atom Investors LP	3	1	0.02%	0.11%	0.30%	Q4 2018	Q1 2023	5
NAVELLIER & ASSOCIATES INC	5	5	0.04%	0.05%	0.05%	Q3 2015	Q3 2016	5
FORA Capital, LLC	2	1	0.04%	0.12%	0.20%	Q4 2019	Q1 2023	5
EXCHANGE TRADED CONCEPTS, LLC	4	1	0.01%	0.17%	0.83%	Q1 2020	Q4 2023	5
AJO, LP	3	2	0.01%	0.03%	0.06%	Q3 2014	Q1 2019	5
NICHOLS & PRATT ADVISERS LLP /MA	4	1	0.02%	0.02%	0.02%	Q1 2015	Q3 2016	5
PHYSICIANS FINANCIAL SERVICES, INC.	5	5	0.00%	0.00%	0.00%	Q4 2015	Q4 2016	5
Mount Lucas Management LP	5	5	0.30%	0.35%	0.38%	Q1 2019	Q1 2020	5
Krane Funds Advisors LLC	5	5	0.01%	0.01%	0.02%	Q1 2021	Q1 2022	5
PARK AVENUE SECURITIES LLC	5	5	0.00%	0.01%	0.01%	Q4 2021	Q4 2022	5
Wilmington Funds Management Corp	5	5	0.11%	0.12%	0.14%	Q2 2013	Q2 2014	5
Zurich Insurance Group Ltd/FI	3	2	0.05%	0.07%	0.11%	Q1 2017	Q1 2019	5
Ergoteles LLC	2	1	0.02%	0.10%	0.29%	Q3 2020	Q2 2023	5
DT Investment Partners, LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Stux Capital Management, LLC	5	5	0.03%	0.04%	0.05%	Q2 2013	Q2 2014	5
Kiwi Wealth Investments Limited Partnership	2	1	0.28%	0.76%	1.33%	Q3 2015	Q1 2022	5
WASHINGTON TRUST Co	5	5	0.00%	0.00%	0.01%	Q3 2020	Q3 2021	5
Dynamic Technology Lab Private Ltd	1	1	0.03%	0.13%	0.32%	Q4 2014	Q4 2021	5
Riverview Trust Co	4	1	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	5
Invictus RG Pte. Ltd.	2	1	0.02%	0.17%	0.31%	Q3 2013	Q3 2015	5
Catalyst Capital Advisors LLC	5	5	0.18%	0.51%	0.88%	Q3 2014	Q3 2015	5
Clearstead Trust, LLC	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
MOTCO	4	1	0.00%	0.00%	0.00%	Q1 2020	Q2 2023	5
Counsel Portfolio Services Inc.	5	5	0.05%	0.10%	0.12%	Q2 2013	Q2 2014	5
Semper Trust Co.	5	5	0.08%	0.11%	0.13%	Q2 2014	Q2 2015	5
DUFF & PHELPS INVESTMENT MANAGEMENT CO	3	1	0.00%	0.74%	1.24%	Q2 2013	Q3 2023	5
Sheaff Brock Investment Advisors, LLC	5	5	0.09%	0.10%	0.12%	Q3 2022	Q3 2023	5
AIA Investment Management Private Ltd	5	5	0.00%	0.01%	0.01%	Q3 2019	Q3 2020	5
HHM Wealth Advisors, LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Avestar Capital, LLC	5	5	0.00%	0.00%	0.00%	Q2 2018	Q2 2019	5
Sandia Investment Management LP	5	5	0.03%	0.08%	0.24%	Q1 2022	Q1 2023	5
Ninepoint Partners LP	5	5	0.01%	0.02%	0.03%	Q2 2022	Q2 2023	5
ADVANTAGE INVESTMENT MANAGEMENT, LLC	5	5	0.01%	0.01%	0.02%	Q4 2015	Q4 2016	5
Horst & Graben Wealth Management LLC	5	5	0.06%	0.06%	0.07%	Q2 2021	Q2 2022	5
Quent Capital, LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
C M BIDWELL & ASSOCIATES LTD	3	2	0.07%	0.26%	0.69%	Q1 2015	Q1 2019	5
CAPTRUST FINANCIAL ADVISORS	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Hexavest Inc.	5	5	0.00%	0.31%	0.55%	Q1 2019	Q1 2020	5
Global Endowment Management, LP	4	1	0.12%	0.28%	0.44%	Q4 2013	Q2 2018	5
ELEMENT CAPITAL MANAGEMENT LLC	3	1	0.01%	0.54%	2.51%	Q3 2018	Q1 2021	5
WELD CAPITAL MANAGEMENT LLC	2	1	0.14%	0.27%	0.49%	Q1 2019	Q2 2021	5
Kaizen Advisory, LLC	5	5	0.01%	0.01%	0.02%	Q4 2017	Q4 2018	5
Barings Real Estate Advisers LLC	3	2	2.12%	3.64%	6.00%	Q2 2014	Q4 2015	5
Old North State Trust, LLC	5	5	0.00%	0.01%	0.03%	Q3 2020	Q3 2021	5
Legacy Private Trust Co.	3	1	0.02%	0.02%	0.03%	Q4 2019	Q2 2021	5
Dynamic Capital Management Ltd	2	1	0.11%	0.21%	0.44%	Q4 2013	Q2 2017	5
UMB Bank, n.a.	4	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	5
Bridgefront Capital, LLC	2	1	0.28%	0.57%	1.44%	Q1 2021	Q3 2023	5
Naviter Wealth, LLC	5	5	0.11%	0.14%	0.18%	Q3 2022	Q3 2023	5
NICOLA WEALTH MANAGEMENT LTD.	5	5	0.12%	0.19%	0.24%	Q2 2022	Q2 2023	5
Farther Finance Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Cercano Management LLC	4	4	0.37%	0.44%	0.48%	Q4 2022	Q3 2023	4
Versor Investments LP	4	4	0.04%	0.06%	0.08%	Q4 2022	Q3 2023	4
Virtus Investment Advisers, Inc.	3	1	0.02%	0.05%	0.13%	Q3 2016	Q4 2017	4
ACADIAN ASSET MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	4
SEI TRUST CO	4	4	0.01%	0.02%	0.05%	Q4 2013	Q3 2014	4
Y-Intercept (Hong Kong) Ltd	3	1	0.05%	0.14%	0.27%	Q1 2022	Q3 2023	4
NuWave Investment Management, LLC	3	1	0.04%	0.14%	0.36%	Q3 2020	Q1 2022	4
Baker Avenue Asset Management, LP	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Fulcrum Asset Management LLP	4	4	0.35%	0.57%	0.68%	Q2 2021	Q1 2022	4
Balentine LLC	2	1	0.00%	0.00%	0.01%	Q2 2019	Q1 2022	4
Bleakley Financial Group, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
TWINBEECH CAPITAL LP	1	1	0.04%	0.08%	0.14%	Q1 2020	Q2 2023	4
ADVISOR PARTNERS II, LLC	4	4	0.02%	0.02%	0.02%	Q3 2022	Q2 2023	4
Capital Advisors, Ltd. LLC	2	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	4
WOLFF WIESE MAGANA LLC	2	2	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	4
FIRST HORIZON CORP	4	4	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	4
Capitolis Advisors LLC	3	1	0.05%	0.09%	0.16%	Q4 2020	Q4 2021	4
Timber Hill LLC	2	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2016	4
MAKENA CAPITAL MANAGEMENT LLC	4	4	1.93%	2.06%	2.16%	Q4 2022	Q3 2023	4
Belpointe Asset Management LLC	2	2	0.00%	0.00%	0.01%	Q1 2022	Q1 2023	4
B. Metzler seel. Sohn & Co. Holding AG	4	4	0.00%	0.01%	0.01%	Q4 2020	Q3 2021	4
Friedberg Investment Management	4	4	0.22%	0.28%	0.35%	Q3 2015	Q2 2016	4
Gupta Wealth Management LLC	4	4	0.01%	0.01%	0.01%	Q2 2015	Q1 2016	4
Arcus Capital Partners, LLC	2	1	0.05%	0.07%	0.09%	Q4 2021	Q3 2023	4
OVERSEA-CHINESE BANKING Corp Ltd	4	4	0.22%	0.27%	0.35%	Q4 2022	Q3 2023	4
Core Alternative Capital	4	4	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	4
Clean Yield Group	3	1	0.01%	0.02%	0.02%	Q1 2015	Q3 2016	4
Hill Winds Capital LP	4	4	0.56%	2.42%	4.29%	Q4 2020	Q3 2021	4
Capital Investment Advisory Services, LLC	4	4	0.02%	0.02%	0.02%	Q4 2018	Q3 2019	4
IHT Wealth Management, LLC	4	4	0.00%	0.00%	0.00%	Q2 2017	Q1 2018	4
Perennial Investment Partners LTD	4	4	1.27%	1.76%	2.44%	Q4 2013	Q3 2014	4
TCW GROUP INC	4	4	0.01%	0.01%	0.01%	Q1 2016	Q4 2016	4
CPA Asset Management LLC	4	4	1.25%	1.45%	1.54%	Q4 2022	Q3 2023	4
Selective Wealth Management, Inc.	3	1	0.01%	0.03%	0.08%	Q3 2018	Q1 2020	4
Lenox Wealth Advisors, LLC	3	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	4
Walleye Capital LLC	4	4	0.08%	0.36%	0.87%	Q2 2020	Q1 2021	4
Riverpoint Wealth Management Holdings, LLC	4	4	0.18%	0.19%	0.20%	Q3 2020	Q2 2021	4
ClariVest Asset Management LLC	4	4	0.03%	0.06%	0.08%	Q3 2019	Q2 2020	4
Kissinger Financial Services LLC	4	4	0.88%	0.92%	0.96%	Q3 2016	Q2 2017	4
JOYN Advisors, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	4
Atria Investments, Inc	3	1	0.02%	0.03%	0.03%	Q3 2022	Q3 2023	4
DOVER ADVISORS, LLC	4	4	3.66%	3.87%	4.10%	Q4 2022	Q3 2023	4
Jump Financial, LLC	1	1	0.03%	0.05%	0.08%	Q4 2020	Q4 2022	4
Moisand Fitzgerald Tamayo, LLC	4	4	0.00%	0.00%	0.00%	Q3 2022	Q2 2023	4
INTECH INVESTMENT MANAGEMENT LLC	4	4	0.01%	0.01%	0.01%	Q2 2022	Q1 2023	4
ADVANCE CAPITAL I INC	4	4	0.28%	0.40%	0.62%	Q2 2013	Q1 2014	4
GW&K Investment Management, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	4
Greenland Capital Management LP	4	4	0.12%	0.81%	1.30%	Q4 2022	Q3 2023	4
Peachtree Investment Advisors, Inc.	4	4	0.04%	0.07%	0.09%	Q3 2014	Q2 2015	4
Private Advisor Group, LLC	3	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2022	4
OLIVER LAGORE VANVALIN INVESTMENT GROUP	3	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	4
Campbell & CO Investment Adviser LLC	2	1	0.09%	0.15%	0.27%	Q4 2018	Q3 2021	4
HBK INVESTMENTS L P	1	1	0.00%	0.01%	0.02%	Q3 2017	Q1 2022	4
ALPHASIMPLEX GROUP, LLC	4	4	0.14%	0.16%	0.17%	Q1 2019	Q4 2019	4
Regis Management CO LLC	4	4	0.03%	0.03%	0.04%	Q1 2019	Q4 2019	4
Capital Square, LLC	3	3	0.17%	0.18%	0.20%	Q4 2020	Q2 2021	3
Windsor Capital Management, LLC	3	3	0.01%	0.01%	0.01%	Q2 2013	Q4 2013	3
AMF Tjanstepension AB	3	3	0.20%	0.23%	0.26%	Q1 2020	Q3 2020	3
Gryphon Financial Partners LLC	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
Baltimore-Washington Financial Advisors, Inc.	3	3	0.01%	0.01%	0.01%	Q3 2014	Q1 2015	3
Nine Chapters Capital Management LLC	2	1	0.02%	0.04%	0.06%	Q3 2014	Q2 2015	3
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	2	1	0.02%	0.09%	0.22%	Q1 2021	Q4 2021	3
Arkadios Wealth Advisors	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
SECOR Capital Advisors, LP	1	1	0.12%	0.51%	0.82%	Q1 2014	Q4 2018	3
HBK Sorce Advisory LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
HARBOUR INVESTMENTS, INC.	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
Grove Bank & Trust	3	3	0.00%	0.00%	0.00%	Q4 2016	Q2 2017	3
MGO ONE SEVEN LLC	2	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	3
Simplicity Solutions, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Gyon Technologies Capital Management, LP	2	1	0.09%	0.15%	0.25%	Q3 2020	Q3 2021	3
US Asset Management LLC	2	1	0.10%	0.10%	0.10%	Q3 2021	Q2 2022	3
Vontobel Holding Ltd.	3	3	0.01%	0.01%	0.01%	Q4 2022	Q2 2023	3
EVERMAY WEALTH MANAGEMENT LLC	3	3	0.01%	0.01%	0.01%	Q2 2021	Q4 2021	3
Blueprint Investment Partners LLC	3	3	0.03%	0.04%	0.06%	Q3 2021	Q1 2022	3
Leisure Capital Management	1	1	0.11%	0.17%	0.24%	Q3 2019	Q3 2021	3
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	3	3	3.32%	3.93%	4.24%	Q2 2013	Q4 2013	3
NatWest Group plc	3	3	0.01%	0.01%	0.03%	Q3 2013	Q1 2014	3
DEERE & CO	3	3	0.02%	0.02%	0.02%	Q1 2016	Q3 2016	3
MQS Management LLC	2	1	0.16%	0.46%	0.76%	Q1 2022	Q4 2022	3
Crestline Management, LP	3	3	0.26%	0.63%	0.86%	Q3 2020	Q1 2021	3
JACKSON SQUARE CAPITAL, LLC	3	3	0.17%	0.26%	0.37%	Q1 2023	Q3 2023	3
Aptus Capital Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Venturi Wealth Management, LLC	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
Windsor Creek Advisors, LLC	3	3	0.08%	0.12%	0.15%	Q3 2020	Q1 2021	3
CONNING INC.	2	1	0.01%	0.01%	0.01%	Q2 2016	Q1 2019	3
Lombard Odier Asset Management (Switzerland) SA	2	1	0.03%	0.03%	0.03%	Q3 2014	Q1 2019	3
State of Wyoming	2	1	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	3
Sovarnum Capital L.P.	3	3	0.73%	1.05%	1.50%	Q1 2021	Q3 2021	3
Psagot Value Holdings Ltd. / (Israel)	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
FIRST CITIZENS BANK & TRUST CO	2	1	0.02%	0.07%	0.18%	Q2 2013	Q1 2017	3
XTX Topco Ltd	2	1	0.04%	0.10%	0.21%	Q3 2022	Q3 2023	3
NTV ASSET MANAGEMENT LLC	3	3	0.04%	0.04%	0.04%	Q3 2021	Q1 2022	3
Manchester Capital Management LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
CAROLINAS WEALTH CONSULTING LLC	3	3	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	3
TLP GROUP LLC	2	1	0.00%	0.06%	0.14%	Q3 2017	Q2 2018	3
COMERICA SECURITIES,INC.	1	1	0.00%	0.02%	0.04%	Q1 2019	Q4 2022	3
CORNERCAP INVESTMENT COUNSEL INC	2	1	0.15%	0.18%	0.19%	Q3 2019	Q4 2020	3
GREENLEAF TRUST	2	1	0.00%	0.00%	0.00%	Q3 2017	Q1 2022	3
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
Psagot Value Holdings Ltd.	3	3	0.01%	0.01%	0.02%	Q3 2013	Q1 2014	3
NORTHPOINTE CAPITAL LLC	3	3	0.33%	0.41%	0.44%	Q2 2015	Q4 2015	3
Corient Private Wealth LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Derbend Asset Management	3	3	0.20%	0.21%	0.21%	Q4 2022	Q2 2023	3
Orion Portfolio Solutions, LLC	3	3	0.00%	0.01%	0.01%	Q4 2019	Q2 2020	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	1	0.01%	0.01%	0.01%	Q4 2020	Q1 2023	3
OSTRUM ASSET MANAGEMENT	3	3	0.07%	0.07%	0.08%	Q1 2023	Q3 2023	3
D.A. DAVIDSON & CO.	2	1	0.00%	0.00%	0.00%	Q3 2016	Q2 2017	3
Torch Wealth Management LLC	3	3	0.00%	0.00%	0.00%	Q4 2013	Q2 2014	3
Perigon Wealth Management, LLC	2	1	0.00%	0.01%	0.02%	Q1 2017	Q4 2020	3
Carroll Financial Associates, Inc.	2	1	0.00%	0.00%	0.00%	Q1 2019	Q4 2021	3
Y.D. More Investments Ltd	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
Capula Management Ltd	1	1	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	3
Capital World Investors	3	3	0.06%	0.06%	0.06%	Q3 2021	Q1 2022	3
Altshuler Shaham Ltd	2	1	0.00%	0.00%	0.01%	Q2 2018	Q1 2020	3
Stratos Wealth Partners, LTD.	2	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2018	3
Lourd Capital, LLC	2	1	0.01%	0.02%	0.04%	Q4 2017	Q4 2018	3
Blueshift Asset Management, LLC	1	1	0.07%	0.13%	0.22%	Q2 2019	Q2 2022	3
Realta Investment Advisors	3	3	0.01%	0.01%	0.01%	Q1 2019	Q3 2019	3
Legacy Financial Advisors, Inc.	2	1	0.00%	0.00%	0.01%	Q4 2017	Q1 2019	3
MIRABELLA FINANCIAL SERVICES LLP	1	1	0.03%	0.06%	0.11%	Q1 2021	Q1 2022	3
1832 Asset Management L.P.	2	1	0.00%	0.00%	0.00%	Q3 2018	Q2 2022	3
JONES FINANCIAL COMPANIES LLLP	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Newbridge Financial Services Group, Inc.	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
StellarOne CORP	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Alpha DNA Investment Management LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
EDMOND DE ROTHSCHILD HOLDING S.A.	1	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2018	2
MILES CAPITAL, INC.	2	2	0.42%	0.42%	0.42%	Q4 2015	Q1 2016	2
Meiji Yasuda Life Insurance Co	1	1	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	2
JAMES INVESTMENT RESEARCH INC	2	2	0.00%	0.01%	0.01%	Q4 2021	Q1 2022	2
Nekton Capital Ltd.	1	1	4.27%	4.97%	5.68%	Q4 2022	Q3 2023	2
Monashee Investment Management LLC	1	1	2.28%	2.90%	3.52%	Q1 2016	Q4 2018	2
Freedman Financial Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	2
Artemis Investment Management LLP	2	2	0.02%	0.02%	0.03%	Q3 2015	Q4 2015	2
FinTrust Capital Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Gradient Investments LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Quarry LP	1	1	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	2
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.03%	0.06%	Q3 2018	Q1 2022	2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
MANA Advisors LLC	1	1	0.83%	0.84%	0.84%	Q4 2019	Q3 2020	2
Vinva Investment Management Ltd	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Fortitude Advisory Group L.L.C.	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Sonora Investment Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
NORTHERN TRUST CO OF CONNECTICUT	2	2	0.07%	0.08%	0.08%	Q2 2013	Q3 2013	2
LOOMIS SAYLES & CO L P	2	2	0.00%	0.00%	0.00%	Q3 2022	Q4 2022	2
Mascoma Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	2
SANDERS MORRIS HARRIS LLC	2	2	0.22%	0.27%	0.32%	Q1 2016	Q2 2016	2
TIAA, FSB	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
KB FINANCIAL PARTNERS, LLC	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
MENTA CAPITAL LLC	1	1	0.07%	0.14%	0.20%	Q2 2017	Q3 2018	2
Cornerstone Wealth Management, LLC	2	2	0.01%	0.02%	0.02%	Q2 2018	Q3 2018	2
MUFG Securities EMEA plc	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
NewEdge Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q4 2021	Q4 2022	2
FORT, L.P.	2	2	0.02%	0.02%	0.02%	Q1 2019	Q2 2019	2
Alera Investment Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
UniSuper Management Pty Ltd	2	2	0.04%	0.04%	0.05%	Q2 2023	Q3 2023	2
DoubleLine ETF Adviser LP	2	2	0.27%	0.27%	0.27%	Q4 2022	Q1 2023	2
LINCOLN NATIONAL CORP	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Sunbelt Securities, Inc.	2	2	0.04%	0.05%	0.05%	Q3 2019	Q4 2019	2
Lighthouse Investment Partners, LLC	1	1	0.32%	0.55%	0.78%	Q4 2022	Q3 2023	2
GLG LLC	2	2	0.03%	0.03%	0.04%	Q3 2016	Q4 2016	2
HERNDON CAPITAL MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Price Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
SAC Capital Advisors LP	2	2	0.00%	0.00%	0.00%	Q4 2013	Q1 2014	2
Vision Capital Corp	2	2	1.57%	4.26%	6.95%	Q4 2018	Q1 2019	2
MYCIO WEALTH PARTNERS, LLC	2	2	0.00%	0.00%	0.00%	Q1 2016	Q2 2016	2
HAP Trading, LLC	1	1	0.01%	0.03%	0.05%	Q1 2014	Q4 2014	2
Alpine Global Management, LLC	2	2	0.07%	0.08%	0.09%	Q4 2021	Q1 2022	2
BOSTON FINANCIAL MANGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
Hutchens & Kramer Investment Management Group, LLC	2	2	0.12%	0.12%	0.13%	Q4 2021	Q1 2022	2
Quantinno Capital Management LP	2	2	0.04%	0.05%	0.06%	Q1 2023	Q2 2023	2
Convergence Investment Partners, LLC	1	1	0.27%	0.38%	0.50%	Q2 2014	Q2 2015	2
Kore Private Wealth LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	2
Onex Canada Asset Management Inc.	1	1	0.08%	0.08%	0.09%	Q1 2021	Q3 2021	2
Barnett & Company, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
Pflug Koory, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2019	2
West Tower Group, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
JNBA Financial Advisors	1	1	0.00%	0.01%	0.01%	Q3 2016	Q3 2018	2
First Capital Advisors Group, LLC.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q2 2023	2
Carmichael Hill & Associates, Inc.	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
Truvestments Capital LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
Evolution Wealth Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
NumerixS Investment Technologies Inc	1	1	0.01%	0.01%	0.01%	Q1 2017	Q2 2018	2
Euclid Advisors LLC	2	2	0.10%	0.11%	0.11%	Q1 2016	Q2 2016	2
Index Management Solutions, LLC	2	2	0.01%	0.01%	0.01%	Q2 2015	Q3 2015	2
Crabel Capital Management, LLC	1	1	0.10%	0.18%	0.27%	Q1 2019	Q4 2019	2
Graham Capital Management, L.P.	1	1	0.03%	0.04%	0.06%	Q2 2022	Q4 2022	2
Merit Investment Management, LLC	2	2	2.27%	2.49%	2.70%	Q2 2013	Q3 2013	2
Cresset Asset Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
HABERER REGISTERED INVESTMENT ADVISOR INC	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Marcum Wealth, LLC	2	2	0.03%	0.03%	0.03%	Q3 2021	Q4 2021	2
NEIRG Wealth Management, LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
Polar Asset Management Partners Inc.	1	1	0.00%	0.01%	0.01%	Q3 2020	Q3 2021	2
ASSOCIATED BANC-CORP	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
BMI CAPITAL CORP	2	2	0.80%	0.85%	0.90%	Q2 2013	Q3 2013	2
Bank of New Hampshire	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
BLACKTHORN INVESTMENT GROUP LLC	2	2	0.58%	0.60%	0.62%	Q4 2013	Q1 2014	2
Clal Insurance Enterprises Holdings Ltd	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
CITIZENS FINANCIAL GROUP INC/RI	1	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2019	2
American Assets Capital Advisers, LLC	1	1	0.96%	1.02%	1.07%	Q1 2021	Q4 2022	2
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
Prospera Financial Services Inc	1	1	0.00%	0.01%	0.01%	Q3 2020	Q1 2022	2
QCM Cayman, Ltd.	1	1	0.18%	0.44%	0.70%	Q2 2016	Q3 2017	2
Weiss Asset Management LP	1	1	0.02%	0.03%	0.04%	Q1 2021	Q2 2023	2
Oak Thistle LLC	1	1	0.38%	0.39%	0.40%	Q1 2022	Q3 2023	2
Bollard Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
MPS Loria Financial Planners, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
WEALTHCARE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q4 2019	2
McIlrath & Eck, LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
TD Waterhouse Canada Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
M&G INVESTMENT MANAGEMENT LTD	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
TWIN CAPITAL MANAGEMENT INC	2	2	0.06%	0.07%	0.08%	Q2 2021	Q3 2021	2
Three Peaks Capital Management, LLC	2	2	1.17%	1.51%	1.85%	Q1 2016	Q2 2016	2
WealthPLAN Partners, LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Bank Pictet & Cie (Europe) AG	2	2	0.06%	0.07%	0.07%	Q2 2023	Q3 2023	2
Evercore Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q2 2015	2
Acrospire Investment Management LLC	2	2	0.02%	0.02%	0.03%	Q4 2016	Q1 2017	2
JUMP TRADING, LLC	1	1	0.02%	0.20%	0.37%	Q2 2019	Q1 2020	2
Independent Portfolio Consultants, Inc.	2	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2015	2
Jaffetilchin Investment Partners, LLC	2	2	0.11%	0.11%	0.11%	Q4 2018	Q1 2019	2
Brandywine Global Investment Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Conversant Capital LLC	1	1	1.73%	1.73%	1.73%	Q1 2023	Q1 2023	1
Willingdon Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
FNY Managed Accounts LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
NewSquare Capital LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
KNIGHT CAPITAL GROUP LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
NATIONAL PLANNING CORP	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Wealthcare Advisory Partners LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Meridian Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Financial Architects, Inc	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Tibra Equities Europe Ltd	1	1	0.56%	0.56%	0.56%	Q4 2017	Q4 2017	1
Disciplined Investments, LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Winfield Associates, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Howard Capital Management Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Chiron Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
TCWP LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
ROPES WEALTH ADVISORS LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
SkyView Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Next Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
COMERICA SECURITIES INC	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
OTA Financial Group L.P.	1	1	0.46%	0.46%	0.46%	Q2 2019	Q2 2019	1
Point72 Middle East FZE	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
ZACKS INVESTMENT MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
SHANDA ASSET MANAGEMENT HOLDINGS Ltd	1	1	0.13%	0.13%	0.13%	Q2 2020	Q2 2020	1
Integrated Wealth Concepts LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
GIRARD PARTNERS LTD.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Pictet Asset Management Holding SA	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
FLOW TRADERS U.S. LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
BHF Kleinwort Benson Group S.A.	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
ZEKE CAPITAL ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
MAPLE SECURITIES USA INC	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
WADDELL & REED FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
MACROVIEW INVESTMENT MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
ELLINGTON MANAGEMENT GROUP LLC	1	1	0.06%	0.06%	0.06%	Q1 2015	Q1 2015	1
PartnerRe Asset Management CORP	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Vident Advisory, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Widmann Financial Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
SIMON QUICK ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Pinz Capital Management, LP	1	1	1.79%	1.79%	1.79%	Q1 2022	Q1 2022	1
Moran Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Chessman Wealth Strategies RIA	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
ALLSTATE INVESTMENT MANAGEMENT CO	1	1	0.31%	0.31%	0.31%	Q4 2022	Q4 2022	1
Genesis Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Resolution Capital Ltd	1	1	0.32%	0.32%	0.32%	Q4 2022	Q4 2022	1
HighMark Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Kula Investments, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
iA Global Asset Management Inc.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Nair Vinay	1	1	0.67%	0.67%	0.67%	Q2 2015	Q2 2015	1
Bowling Portfolio Management LLC	1	1	0.11%	0.11%	0.11%	Q4 2019	Q4 2019	1
FDO Partners, LLC	1	1	0.27%	0.27%	0.27%	Q3 2017	Q3 2017	1
Community Bank, N.A.	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Nachman Norwood & Parrott, Inc	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Financial Gravity Companies, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Signition LP	1	1	0.38%	0.38%	0.38%	Q2 2018	Q2 2018	1
WEBSTER BANK, N. A.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PACIFIC FINANCIAL GROUP INC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Legg Mason Asset Management (Japan) Co., Ltd.	1	1	0.41%	0.41%	0.41%	Q4 2020	Q4 2020	1
State of New Jersey Common Pension Fund E	1	1	0.13%	0.13%	0.13%	Q1 2014	Q1 2014	1
CAMBRIDGE TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Advanced Asset Management Advisors Inc	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
ENDEAVOUR CAPITAL ADVISORS INC	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
GHP Investment Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Coronation Fund Managers Ltd.	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
Curi Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Freedom Investment Management, Inc.	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Squar Milner Financial Services LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
GRS Advisors, LLC	1	1	2.05%	2.05%	2.05%	Q1 2023	Q1 2023	1
Tradeworx Inc.	1	1	0.21%	0.21%	0.21%	Q1 2014	Q1 2014	1
Hutchin Hill Capital, LP	1	1	0.03%	0.03%	0.03%	Q3 2017	Q3 2017	1
ROMANO BROTHERS AND COMPANY	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
tru Independence LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Risk Paradigm Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Sciencast Management LP	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Regent Peak Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Wealthspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
RAINIER INVESTMENT MANAGEMENT LLC	1	1	0.13%	0.13%	0.13%	Q4 2014	Q4 2014	1
COHEN & STEERS CAPITAL MANAGEMENT INC	1	1	3.45%	3.45%	3.45%	Q1 2015	Q1 2015	1
WOODMONT INVESTMENT COUNSEL LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Ameritas Investment Company, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Advisors Preferred, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
WESTPORT RESOURCES MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Rokos Capital Management LLP	1	1	0.22%	0.22%	0.22%	Q1 2022	Q1 2022	1
USCA RIA LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
OLD MISSION CAPITAL LLC	1	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2020	1
Avion Wealth	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
NBC SECURITIES, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PALLADIEM, LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
TFS CAPITAL LLC	1	1	0.03%	0.03%	0.03%	Q3 2014	Q3 2014	1
HARBOR INVESTMENT ADVISORY, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
NEW YORK LIFE TRUST CO	1	1	0.03%	0.03%	0.03%	Q2 2016	Q2 2016	1
Castleview Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Tech Square Trading LP	1	1	0.49%	0.49%	0.49%	Q1 2019	Q1 2019	1
Accurate Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Confluence Wealth Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
HEADINVEST, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Arlington Partners LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Elkhorn Investments, LLC	1	1	0.92%	0.92%	0.92%	Q4 2017	Q4 2017	1
Diametric Capital, LP	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Perkins Coie Trust Co	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Prime Capital Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
MML INVESTORS SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Sculptor Capital LP	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Bank Julius Baer & Co. Ltd, Zurich	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Edge Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
QUANTRES ASSET MANAGEMENT Ltd	1	1	0.38%	0.38%	0.38%	Q4 2018	Q4 2018	1
ACG Wealth	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
WealthShield Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Consolidated Investment Group LLC	1	1	0.22%	0.22%	0.22%	Q2 2022	Q2 2022	1
Colonial Trust Advisors	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Personal Capital Advisors Corp	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
VIRGINIA RETIREMENT SYSTEM	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
WHITEBOX ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
TD Securities (USA) LLC	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
SOCIETE GENERALE	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
HANCOCK WHITNEY CORP	1	1	0.59%	0.59%	0.59%	Q1 2016	Q1 2016	1
CTC Capital Management, LLC	1	1	0.50%	0.50%	0.50%	Q4 2022	Q4 2022	1
Vantage Consulting Group Inc	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
CIBC WORLD MARKET INC.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Parplus Partners	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Karp Capital Management Corp	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
Kalos Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
WealthOne, LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
PDT Partners, LLC	1	1	0.18%	0.18%	0.18%	Q1 2014	Q1 2014	1
Olympiad Research LP	1	1	0.13%	0.13%	0.13%	Q3 2020	Q3 2020	1
Paulson Wealth Management Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Segantii Capital Management Ltd	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Claro Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Bellwether Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
TOTH FINANCIAL ADVISORY CORP	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
AGF MANAGEMENT LTD	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
3Chopt Investment Partners, LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
Park Avenue Institutional Advisers LLC	1	1	0.05%	0.05%	0.05%	Q2 2016	Q2 2016	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Ohio National Investments, Inc.	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Headlands Technologies LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Brinker Capital Investments, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Barrett Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Beaird Harris Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Bridgeworth, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Pine River Capital Management L.P.	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
BBVA USA Bancshares, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Nebula Research & Development LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
INCEPTIONR LLC	1	1	0.53%	0.53%	0.53%	Q4 2022	Q4 2022	1
R&F Capital Advisors LP	1	1	0.27%	0.27%	0.27%	Q1 2017	Q1 2017	1
Blackstone Inc.	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Summit Trail Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Crewe Advisors LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Daiwa Capital Markets America Inc.	1	1	2.44%	2.44%	2.44%	Q4 2013	Q4 2013	1
Destination Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
My Personal CFO, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Soros Fund Management	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Castellan Group	1	1	1.86%	1.86%	1.86%	Q3 2023	Q3 2023	1
Pure Financial Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q2 2013	Q2 2013	1
CAAS CAPITAL MANAGEMENT LP	1	1	0.24%	0.24%	0.24%	Q1 2022	Q1 2022	1
Symmetry Investments LP	1	1	0.47%	0.47%	0.47%	Q3 2021	Q3 2021	1
LINCLUDEN MANAGEMENT LTD	1	1	0.28%	0.28%	0.28%	Q3 2023	Q3 2023	1
361 CAPITAL LLC	1	1	0.19%	0.19%	0.19%	Q4 2017	Q4 2017	1
Jane Street Holding, LLC	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
OMERS ADMINISTRATION Corp	1	1	0.03%	0.03%	0.03%	Q2 2017	Q2 2017	1
Ada Investment Management, LP	1	1	0.67%	0.67%	0.67%	Q2 2015	Q2 2015	1
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
DC Investments Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2017	Q4 2017	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
FSB PREMIER WEALTH MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Valued Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2023	Q4 2023	1
MARSHALL WACE ASIA Ltd	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
TFC Financial Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Amalgamated Financial Corp.	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
Tuttle Capital Management, LLC	1	1	0.39%	0.39%	0.39%	Q2 2021	Q2 2021	1
Thor Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q1 2019	Q1 2019	1
DRW Securities, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BOK Financial Private Wealth, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
LDR Capital Management LLC	1	1	0.24%	0.24%	0.24%	Q2 2021	Q2 2021	1
Capital Analysts, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Stanley-Laman Group, Ltd.	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Elequin Capital, LP	1	1	0.32%	0.32%	0.32%	Q2 2023	Q2 2023	1
Irish Life Investment Managers Ltd.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Hirtle Callaghan & Co LLC	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Houlihan Financial Resource Group, Ltd.	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
V-Square Quantitative Management LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
AE Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Delta Lloyd Asset Management N.V.	1	1	0.14%	0.14%	0.14%	Q2 2017	Q2 2017	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1

External links

• Fintwit
• Finviz
• Yahoo Finance
• YCharts
• Stratosphere.io
• Earnings call transcripts

This page lists all the filers that currently own UDR INC or have owned UDR INC in the past.