Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 41 |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 39 |
PEAK6 Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 33 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q4 2022 | 28 |
WOLVERINE TRADING, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 15 |
State of Tennessee, Treasury Department | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bridge City Capital, LLC | 15 | 15 | 1.04% | 1.42% | 2.03% | Q1 2020 | Q3 2023 | 15 |
BAHL & GAYNOR INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
KENNEDY CAPITAL MANAGEMENT LLC | 15 | 15 | 0.48% | 0.63% | 0.81% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.08% | 0.15% | 0.25% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.24% | 0.30% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HANCOCK WHITNEY CORP | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.09% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 14 | 14 | 0.28% | 0.39% | 0.54% | Q2 2020 | Q3 2023 | 14 |
GW&K Investment Management, LLC | 14 | 14 | 0.41% | 0.50% | 0.58% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SEGALL BRYANT & HAMILL, LLC | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cadence Bank | 14 | 14 | 0.14% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DIMENSIONAL FUND ADVISORS LP | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 14 | 14 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Boston Partners | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ALPS ADVISORS INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ROYCE & ASSOCIATES LP | 14 | 14 | 0.12% | 0.46% | 0.83% | Q2 2020 | Q3 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ClariVest Asset Management LLC | 14 | 14 | 0.17% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Yorktown Management & Research Co Inc | 14 | 14 | 0.32% | 0.55% | 0.75% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Man Group plc | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
WCM INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.54% | 0.75% | 0.98% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AQR Capital Management | 14 | 14 | 0.00% | 0.03% | 0.14% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Watchman Group, Inc. | 14 | 14 | 1.75% | 2.02% | 2.23% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Ziegler Capital Management, LLC | 14 | 14 | 0.38% | 0.52% | 0.64% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Foundry Partners, LLC | 14 | 14 | 0.25% | 0.48% | 0.78% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ALGERT GLOBAL LLC | 11 | 2 | 0.14% | 0.29% | 0.52% | Q2 2020 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Westover Capital Advisors, LLC | 13 | 13 | 0.09% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Squarepoint Ops LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Cubist Systematic Strategies, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q2 2023 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 2 | 0.01% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
DUNCKER STREETT & CO INC | 13 | 13 | 0.03% | 0.51% | 0.70% | Q3 2020 | Q3 2023 | 13 |
ARGENT CAPITAL MANAGEMENT LLC | 10 | 2 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
PANAGORA ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q1 2023 | 12 |
Parkside Financial Bank & Trust | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q2 2023 | 12 |
Cubic Asset Management, LLC | 12 | 12 | 0.20% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.27% | 0.39% | 0.57% | Q2 2020 | Q1 2023 | 12 |
Gotham Asset Management, LLC | 8 | 4 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.17% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
HSBC HOLDINGS PLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q4 2022 | 11 |
AVIVA PLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
RENAISSANCE GROUP LLC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 11 | 11 | 0.01% | 0.06% | 0.21% | Q2 2020 | Q4 2022 | 11 |
Capital International Investors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
GSA CAPITAL PARTNERS LLP | 5 | 2 | 0.02% | 0.12% | 0.32% | Q3 2020 | Q3 2023 | 11 |
DekaBank Deutsche Girozentrale | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Harfst & Associates, Inc. | 11 | 11 | 0.32% | 0.47% | 0.74% | Q1 2021 | Q3 2023 | 11 |
NATIXIS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 6 | 5 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 10 | 1 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q2 2023 | 11 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
ExodusPoint Capital Management, LP | 9 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
NORGES BANK | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Copeland Capital Management, LLC | 11 | 11 | 0.31% | 1.21% | 1.68% | Q1 2021 | Q3 2023 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 11 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Neuberger Berman Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
CX Institutional | 6 | 5 | 0.00% | 0.06% | 0.28% | Q3 2020 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 8 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
TRUIST FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisors Asset Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 1 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.06% | 0.30% | 0.61% | Q2 2020 | Q3 2022 | 10 |
State of Wyoming | 10 | 10 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 4 | 2 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q2 2023 | 10 |
Arkadios Wealth Advisors | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
MAI Capital Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
ADVISORY RESEARCH INC | 7 | 2 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 9 |
WILEN INVESTMENT MANAGEMENT CORP. | 9 | 9 | 0.24% | 0.26% | 0.31% | Q3 2020 | Q3 2022 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Jackson Creek Investment Advisors LLC | 9 | 9 | 0.32% | 0.37% | 0.44% | Q3 2020 | Q3 2022 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
TD ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 8 | 1 | 0.05% | 2.08% | 2.66% | Q2 2020 | Q3 2023 | 9 |
SummerHaven Investment Management, LLC | 9 | 9 | 0.47% | 0.54% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
HRT FINANCIAL LP | 4 | 2 | 0.01% | 0.04% | 0.19% | Q3 2020 | Q2 2023 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Assenagon Asset Management S.A. | 4 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
AXA S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 3 | 0.06% | 0.13% | 0.18% | Q1 2020 | Q3 2022 | 8 |
Total Clarity Wealth Management, Inc. | 8 | 8 | 0.08% | 0.15% | 0.21% | Q1 2021 | Q4 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.27% | 0.32% | 0.35% | Q2 2021 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LSV ASSET MANAGEMENT | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.18% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.08% | 0.12% | 0.21% | Q1 2021 | Q4 2022 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 1.18% | 3.16% | 8.82% | Q4 2021 | Q3 2023 | 8 |
Zebra Capital Management LLC | 7 | 1 | 1.12% | 2.28% | 3.14% | Q2 2020 | Q1 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Summit Global Investments | 6 | 1 | 0.02% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 8 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 8 |
SAWGRASS ASSET MANAGEMENT LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 8 |
Csenge Advisory Group | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.06% | 0.29% | 0.70% | Q3 2020 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ergoteles LLC | 5 | 2 | 0.01% | 0.09% | 0.45% | Q2 2021 | Q1 2023 | 7 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 7 |
Hillcrest Asset Management LLC | 7 | 7 | 1.92% | 2.37% | 3.27% | Q2 2020 | Q4 2021 | 7 |
BAILARD, INC. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Versor Investments LP | 6 | 1 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 7 |
ARGI Investment Services, LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q1 2022 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Pacer Advisors, Inc. | 5 | 2 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.32% | 0.53% | 0.73% | Q2 2020 | Q4 2021 | 7 |
Verition Fund Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
OBERWEIS ASSET MANAGEMENT INC/ | 6 | 1 | 0.05% | 0.11% | 0.25% | Q1 2021 | Q4 2022 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Systematic Alpha Investments, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Brandywine Global Investment Management, LLC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.06% | 0.10% | 0.22% | Q2 2020 | Q1 2023 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Advantage Alpha Capital Partners LP | 4 | 3 | 0.54% | 0.78% | 1.09% | Q4 2021 | Q3 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Allworth Financial LP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q4 2021 | 7 |
Covalent Partners LLC | 7 | 7 | 0.64% | 5.42% | 9.14% | Q4 2020 | Q2 2022 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 7 |
BFSG, LLC | 6 | 6 | 0.30% | 0.38% | 0.44% | Q4 2020 | Q1 2022 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q1 2023 | 6 |
Kingsview Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
DENALI ADVISORS LLC | 6 | 6 | 0.00% | 0.45% | 1.66% | Q2 2022 | Q3 2023 | 6 |
South Dakota Investment Council | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PRUDENTIAL PLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Vestcor Inc | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Intersect Capital LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Alberta Investment Management Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2022 | 6 |
XTX Topco Ltd | 5 | 1 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Legend Financial Advisors, Inc. | 4 | 2 | 0.41% | 0.46% | 0.62% | Q3 2020 | Q1 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 5 |
Metis Global Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.20% | 0.35% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Maryland State Retirement & Pension System | 4 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Origin Asset Management LLP | 2 | 1 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q4 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.03% | 0.09% | 0.16% | Q4 2021 | Q1 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q2 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Penobscot Investment Management Company, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FORTEM FINANCIAL GROUP, LLC | 5 | 5 | 0.20% | 0.29% | 0.36% | Q3 2022 | Q3 2023 | 5 |
CIBC Asset Management Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Bridgewater Associates | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.30% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
SG Capital Management LLC | 4 | 4 | 1.77% | 6.07% | 8.87% | Q2 2020 | Q1 2021 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q1 2023 | 4 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 2 | 0.05% | 0.14% | 0.24% | Q3 2020 | Q3 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.16% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
AJO, LP | 4 | 4 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Inspire Investing, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q2 2021 | 4 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.19% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
J. W. Coons Advisors, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 3 |
Teza Capital Management LLC | 1 | 1 | 0.03% | 0.12% | 0.29% | Q3 2020 | Q1 2023 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 3 |
Illinois Municipal Retirement Fund | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CIM INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Aperio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.08% | 0.16% | Q3 2022 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.16% | 0.21% | 0.26% | Q2 2022 | Q1 2023 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q2 2020 | Q4 2020 | 3 |
Marshall Wace North America L.P. | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Retirement Systems of Alabama | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.09% | 0.22% | 0.30% | Q2 2020 | Q1 2021 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SECURIAN ASSET MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Robeco Institutional Asset Management B.V. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ROBERTS GLORE & CO INC /IL/ | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 3 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
True Wealth Design, LLC | 2 | 1 | 0.29% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.84% | 0.91% | 0.98% | Q2 2023 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
Claro Advisors LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2020 | Q4 2020 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 1.26% | 1.31% | 1.35% | Q2 2020 | Q3 2020 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
World Asset Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
FCF Advisors LLC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q3 2023 | Q4 2023 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.42% | Q2 2020 | Q3 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SEIZERT CAPITAL PARTNERS, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q3 2020 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q3 2020 | Q4 2020 | 2 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.27% | 0.33% | 0.39% | Q1 2022 | Q1 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.05% | 0.25% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
City State Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.28% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q1 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.18% | 0.28% | 0.39% | Q3 2020 | Q4 2020 | 2 |
AIA Group Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.76% | 1.14% | 1.51% | Q2 2020 | Q3 2020 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2021 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Millrace Asset Group, Inc. | 2 | 2 | 0.72% | 0.79% | 0.87% | Q4 2021 | Q1 2022 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.40% | 0.46% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Pictet Asset Management Holding SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CROWN ADVISORS MANAGEMENT, INC. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2020 | Q3 2020 | 1 |
Shellback Capital, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
EA Series Trust | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2023 | Q1 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Golden Green, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2021 | Q1 2021 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
JLB & ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
EAM Investors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Caprock Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own UFP INDUSTRIES INC or have owned UFP INDUSTRIES INC in the past.