Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.31% | 0.48% | 0.72% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 29 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Cubic Asset Management, LLC | 22 | 19 | 0.09% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
PANAGORA ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 9 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 39 |
FMR LLC | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
STATE STREET CORP | 30 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
AMERICAN INTERNATIONAL GROUP, INC. | 30 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
EARNEST PARTNERS LLC | 24 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
Huber Capital Management LLC | 36 | 36 | 0.00% | 0.22% | 0.40% | Q2 2013 | Q1 2022 | 36 |
Cove Street Capital, LLC | 34 | 34 | 0.00% | 1.60% | 3.34% | Q3 2014 | Q4 2022 | 34 |
UBS Group AG | 17 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Eagle Ridge Investment Management | 33 | 33 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q3 2023 | 33 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
ACADIAN ASSET MANAGEMENT LLC | 24 | 8 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 32 |
STRS OHIO | 24 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
Invesco Ltd. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 28 |
FEDERATED HERMES, INC. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
TWO SIGMA ADVISERS, LP | 22 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
ANCHOR CAPITAL ADVISORS LLC | 26 | 26 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 25 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 23 |
TWO SIGMA INVESTMENTS, LP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PERRITT CAPITAL MANAGEMENT INC | 21 | 21 | 0.09% | 0.18% | 0.27% | Q3 2018 | Q3 2023 | 21 |
THB ASSET MANAGEMENT | 21 | 21 | 0.15% | 1.27% | 2.07% | Q3 2015 | Q3 2020 | 21 |
RHUMBLINE ADVISERS | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2019 | 20 |
TEACHERS ADVISORS, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 20 |
AltraVue Capital, LLC | 20 | 20 | 2.14% | 3.57% | 5.00% | Q4 2018 | Q3 2023 | 20 |
BESSEMER GROUP INC | 13 | 6 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 19 |
OXFORD ASSET MANAGEMENT LLP | 13 | 6 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2019 | 19 |
METROPOLITAN LIFE INSURANCE CO/NY | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GW&K Investment Management, LLC | 18 | 18 | 0.05% | 0.10% | 0.23% | Q2 2019 | Q3 2023 | 18 |
MetLife Investment Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
CNA FINANCIAL CORP | 17 | 17 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
GSA CAPITAL PARTNERS LLP | 15 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q4 2022 | 17 |
NICHOLAS COMPANY, INC. | 16 | 16 | 0.04% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 16 | 16 | 0.18% | 0.72% | 1.46% | Q4 2019 | Q3 2023 | 16 |
Legato Capital Management LLC | 14 | 2 | 0.35% | 0.79% | 1.40% | Q2 2019 | Q3 2023 | 16 |
Mesirow Financial Investment Management, Inc. | 16 | 16 | 1.02% | 1.88% | 3.23% | Q4 2019 | Q3 2023 | 16 |
WASATCH ADVISORS LP | 16 | 16 | 0.07% | 0.16% | 0.39% | Q4 2019 | Q3 2023 | 16 |
LSV ASSET MANAGEMENT | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.02% | 0.26% | 0.42% | Q2 2013 | Q4 2016 | 15 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAMBRIDGE TRUST CO | 8 | 7 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Summit Global Investments | 10 | 4 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 14 |
Nationwide Fund Advisors | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 14 |
Advisor Group, Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ledyard National Bank | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 13 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 13 |
RICE HALL JAMES & ASSOCIATES, LLC | 13 | 13 | 0.07% | 0.21% | 0.41% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 2 | 0.00% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 13 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Alambic Investment Management, L.P. | 10 | 1 | 0.07% | 0.16% | 0.36% | Q4 2015 | Q4 2019 | 13 |
EAM Investors, LLC | 6 | 1 | 0.20% | 0.56% | 1.31% | Q4 2018 | Q3 2023 | 13 |
EMC Capital Management | 12 | 12 | 0.11% | 0.69% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Applied Fundamental Research, LLC | 12 | 12 | 7.61% | 10.95% | 14.18% | Q4 2020 | Q3 2023 | 12 |
QUANTUM CAPITAL MANAGEMENT | 12 | 12 | 0.17% | 0.70% | 1.13% | Q3 2017 | Q2 2020 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.07% | 0.53% | 0.86% | Q3 2016 | Q2 2019 | 12 |
Parallel Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
ARGENT CAPITAL MANAGEMENT LLC | 12 | 12 | 0.05% | 0.11% | 0.18% | Q4 2017 | Q3 2020 | 12 |
Neuberger Berman Group LLC | 8 | 4 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 1 | 0.14% | 0.30% | 0.47% | Q2 2013 | Q4 2020 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Boston Partners | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2017 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.17% | 0.27% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Roubaix Capital, LLC | 11 | 11 | 1.69% | 2.60% | 3.58% | Q1 2019 | Q3 2021 | 11 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Dorsey Wright & Associates | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NAVELLIER & ASSOCIATES INC | 6 | 4 | 0.04% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 10 |
Ranger Investment Management | 10 | 10 | 0.11% | 0.55% | 0.86% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q1 2015 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Brandywine Global Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 10 |
Mawer Investment Management Ltd. | 9 | 9 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q2 2015 | 9 |
WCM INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.09% | 0.12% | Q1 2016 | Q1 2018 | 9 |
Hillsdale Investment Management Inc. | 6 | 3 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q2 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
DENALI ADVISORS LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 9 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2010 | Q4 2017 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q2 2015 | 9 |
BRYN MAWR TRUST Co | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q1 2015 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Beaton Management Co. Inc. | 8 | 8 | 0.13% | 0.23% | 0.38% | Q4 2021 | Q3 2023 | 8 |
RUSSELL FRANK CO/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.02% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Man Group plc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
DALTON GREINER HARTMAN MAHER & CO | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q3 2015 | 8 |
LAZARD ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
FALCON POINT CAPITAL, LLC | 8 | 8 | 0.23% | 0.39% | 0.71% | Q2 2013 | Q1 2015 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
KENNEDY CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q1 2022 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NISA INVESTMENT ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.04% | 0.61% | 0.92% | Q2 2014 | Q4 2015 | 7 |
Knights of Columbus Asset Advisors LLC | 4 | 3 | 0.09% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
HANCOCK WHITNEY CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
DRH Investments, Inc. | 6 | 6 | 7.31% | 11.59% | 13.99% | Q4 2019 | Q1 2021 | 6 |
Uniplan Investment Counsel, Inc. | 6 | 6 | 0.14% | 0.31% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.04% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
EAGLE GLOBAL ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Polar Asset Management Partners Inc. | 6 | 6 | 0.04% | 0.13% | 0.20% | Q1 2019 | Q2 2020 | 6 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
Laurus Investment Counsel Inc. | 6 | 6 | 0.42% | 0.88% | 1.33% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RBF Capital, LLC | 6 | 6 | 0.36% | 0.40% | 0.46% | Q2 2015 | Q3 2016 | 6 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
Ellsworth Advisors, LLC | 6 | 6 | 0.17% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.07% | 0.12% | 0.16% | Q4 2018 | Q1 2020 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
EAM Global Investors LLC | 5 | 5 | 0.39% | 0.84% | 1.28% | Q2 2022 | Q2 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DELPHI MANAGEMENT INC /MA/ | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Olstein Capital Management, L.P. | 3 | 2 | 0.03% | 0.10% | 0.16% | Q1 2014 | Q3 2021 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
State of Wyoming | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
Euclidean Technologies Management, LLC | 5 | 5 | 0.34% | 1.31% | 1.65% | Q3 2015 | Q3 2016 | 5 |
Monarch Partners Asset Management LLC | 5 | 5 | 0.21% | 0.28% | 0.33% | Q4 2019 | Q4 2020 | 5 |
HARBOUR INVESTMENTS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
JUPITER ASSET MANAGEMENT LTD | 5 | 5 | 0.03% | 0.05% | 0.12% | Q2 2020 | Q2 2021 | 5 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
GLOBEFLEX CAPITAL L P | 4 | 1 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q3 2023 | 5 |
Cubist Systematic Strategies, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
B. Metzler seel. Sohn & Co. AG | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CROWN ADVISORS MANAGEMENT, INC. | 4 | 4 | 1.61% | 2.82% | 3.79% | Q4 2022 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 1.78% | 2.05% | 2.54% | Q4 2022 | Q3 2023 | 4 |
22NW, LP | 4 | 4 | 0.24% | 0.53% | 0.92% | Q4 2016 | Q3 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.17% | 0.21% | 0.26% | Q3 2022 | Q2 2023 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 4 |
Inspire Investing, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Swiss National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 4 |
Quantbot Technologies LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q3 2019 | Q2 2020 | 4 |
Vestcor Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arizona State Retirement System | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q1 2016 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Robeco Institutional Asset Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LPL Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Acuitas Investments, LLC | 3 | 3 | 5.39% | 5.77% | 6.28% | Q1 2018 | Q3 2018 | 3 |
Motley Fool Asset Management LLC | 2 | 1 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.08% | 0.16% | Q3 2022 | Q1 2023 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Bridgewater Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nantahala Capital Management | 3 | 3 | 0.20% | 0.66% | 1.20% | Q2 2013 | Q4 2013 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.29% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 3 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Louisiana State Employees Retirement System | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CWM, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AVIVA PLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q4 2022 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.58% | 0.62% | 0.66% | Q3 2020 | Q4 2020 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORGES BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Mill Road Capital Management LLC | 2 | 2 | 7.39% | 10.74% | 14.09% | Q2 2015 | Q3 2015 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q4 2022 | 2 |
KESTREL INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Walthausen & Co., LLC | 2 | 2 | 0.37% | 0.45% | 0.54% | Q2 2021 | Q3 2021 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 0.40% | 0.92% | 1.44% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.13% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 0.11% | 0.16% | 0.22% | Q3 2018 | Q4 2018 | 2 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2014 | Q3 2014 | 2 |
Caprock Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EFG Asset Management (North America) Corp. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ZPR Investment Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q2 2014 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ballast Asset Management, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GENEVA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own UFP TECHNOLOGIES INC or have owned UFP TECHNOLOGIES INC in the past.