Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.19% | Q1 2012 | Q3 2023 | 138 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 121 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 117 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 116 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2023 | 100 |
D. E. Shaw & Co., Inc. | 39 | 39 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 100 |
Citadel Advisors | 31 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 95 |
Jefferies Group LLC | 35 | 2 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2022 | 94 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.01% | 0.18% | Q1 2014 | Q3 2023 | 92 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.21% | Q4 2015 | Q3 2023 | 89 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 84 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 1.05% | Q1 2012 | Q3 2023 | 78 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.02% | 0.24% | Q4 2012 | Q3 2023 | 77 |
HAP Trading, LLC | 24 | 1 | 0.00% | 0.10% | 1.22% | Q3 2013 | Q3 2023 | 74 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 63 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 63 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 2 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 62 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 60 |
Mirae Asset Global Investments Co., Ltd. | 42 | 13 | 0.01% | 0.47% | 4.11% | Q2 2009 | Q3 2023 | 55 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2018 | 54 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 7 | 0.00% | 0.04% | 0.63% | Q2 2013 | Q4 2018 | 52 |
Bluefin Trading, LLC | 15 | 1 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q2 2020 | 52 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 51 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 51 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.19% | Q3 2018 | Q3 2023 | 50 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 46 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 45 |
HUNTINGTON NATIONAL BANK | 28 | 2 | 0.00% | 0.01% | 0.16% | Q2 2009 | Q3 2023 | 45 |
Creative Planning | 23 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 20 | 9 | 0.00% | 0.02% | 0.13% | Q4 2011 | Q3 2023 | 45 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.00% | 0.10% | 0.46% | Q4 2012 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.06% | 0.24% | Q1 2013 | Q3 2023 | 43 |
Laurion Capital Management LP | 14 | 1 | 0.00% | 0.07% | 0.38% | Q1 2015 | Q4 2021 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.21% | 1.05% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 0.20% | 0.52% | 1.20% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 42 |
INTEGRAL DERIVATIVES, LLC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q4 2017 | 42 |
GLENMEDE TRUST CO NA | 22 | 1 | 0.00% | 0.00% | 0.05% | Q3 2007 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 28 | 13 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 41 |
West Family Investments, Inc. | 33 | 8 | 0.04% | 0.21% | 0.53% | Q2 2013 | Q3 2023 | 41 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 10 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
SCOTIA CAPITAL INC. | 28 | 13 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 32 | 9 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 41 |
LAZARD ASSET MANAGEMENT LLC | 27 | 1 | 0.00% | 0.26% | 1.50% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.02% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 36 | 4 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.01% | 0.04% | 0.17% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 24 | 7 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 39 |
CoreCommodity Management, LLC | 23 | 2 | 0.08% | 0.80% | 3.15% | Q3 2013 | Q3 2023 | 39 |
Johnson Financial Group, Inc. | 30 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q2 2023 | 39 |
Cubist Systematic Strategies, LLC | 30 | 4 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q1 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 38 | 38 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 38 |
BNP Paribas Asset Management Holding S.A. | 30 | 8 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 25 | 13 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
GABELLI FUNDS LLC | 15 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 37 |
Gradient Investments LLC | 24 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
Capital Research Global Investors | 37 | 37 | 0.02% | 0.50% | 1.42% | Q3 2014 | Q3 2023 | 37 |
Employees Retirement System of Texas | 37 | 37 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q2 2022 | 37 |
ClariVest Asset Management LLC | 23 | 6 | 0.00% | 0.20% | 0.78% | Q2 2013 | Q3 2023 | 37 |
CIBC WORLD MARKET INC. | 18 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
State of New Jersey Common Pension Fund D | 20 | 8 | 0.01% | 0.05% | 0.73% | Q1 2014 | Q3 2023 | 37 |
PRIVATE ASSET MANAGEMENT INC | 22 | 15 | 0.03% | 0.31% | 1.37% | Q2 2013 | Q3 2022 | 37 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 36 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2023 | 37 |
WHITTIER TRUST CO | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 7 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Mitsubishi UFJ Asset Management Co., Ltd. | 20 | 15 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 35 |
USS Investment Management Ltd | 15 | 2 | 0.08% | 0.40% | 1.42% | Q4 2012 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 19 | 3 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q2 2023 | 34 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 24 | 5 | 0.00% | 0.45% | 0.96% | Q2 2013 | Q4 2022 | 34 |
AGF Investments America Inc. | 21 | 2 | 0.02% | 2.50% | 10.97% | Q1 2010 | Q4 2018 | 34 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 4 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 33 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 27 | 6 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2021 | 33 |
AMERICAN CENTURY COMPANIES INC | 30 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 33 |
Cornerstone Investment Partners, LLC | 33 | 33 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 33 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 30 | 30 | 4.05% | 14.91% | 39.16% | Q2 2016 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
FMR LLC | 25 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 32 |
COHEN & STEERS, INC. | 25 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 32 |
TORONTO DOMINION BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Capital International Investors | 25 | 6 | 0.02% | 0.48% | 1.07% | Q1 2014 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 19 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 31 |
SPX Gestao de Recursos Ltda | 14 | 1 | 0.10% | 4.53% | 21.00% | Q4 2012 | Q3 2023 | 31 |
OAKTREE CAPITAL MANAGEMENT LP | 13 | 5 | 0.01% | 0.85% | 1.95% | Q1 2012 | Q3 2023 | 31 |
UBS ASSET MANAGEMENT AMERICAS INC | 17 | 14 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2020 | 31 |
STRS OHIO | 26 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 31 | 31 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q4 2022 | 31 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.07% | 0.42% | Q3 2013 | Q3 2023 | 31 |
CAPITAL INTERNATIONAL LTD /CA/ | 25 | 6 | 0.13% | 1.08% | 2.10% | Q1 2014 | Q3 2023 | 31 |
Capital International, Inc./CA/ | 25 | 6 | 0.61% | 2.00% | 4.03% | Q1 2014 | Q3 2023 | 31 |
Capital International Sarl | 25 | 6 | 0.24% | 1.62% | 3.47% | Q1 2014 | Q3 2023 | 31 |
EXANE DERIVATIVES | 5 | 1 | 0.00% | 0.42% | 2.48% | Q4 2014 | Q1 2022 | 31 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 9 | 0.00% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Sumitomo Mitsui Trust Holdings, Inc. | 25 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
Cordasco Financial Network | 30 | 30 | 0.00% | 0.07% | 0.64% | Q4 2013 | Q1 2021 | 30 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q1 2017 | 30 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 30 |
PineBridge Investments, L.P. | 29 | 29 | 0.05% | 0.18% | 0.60% | Q3 2016 | Q3 2023 | 29 |
NATIXIS | 16 | 1 | 0.00% | 0.16% | 1.50% | Q2 2013 | Q3 2023 | 29 |
FIL Ltd | 29 | 29 | 0.01% | 0.09% | 0.36% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 29 |
GFS Advisors, LLC | 28 | 1 | 0.02% | 0.29% | 1.01% | Q2 2013 | Q2 2021 | 29 |
Freestone Capital Holdings, LLC | 16 | 12 | 0.01% | 0.16% | 0.57% | Q2 2013 | Q3 2023 | 28 |
PRINCIPAL FINANCIAL GROUP INC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2020 | 28 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 28 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 28 |
Capital World Investors | 25 | 3 | 0.00% | 0.23% | 0.50% | Q2 2015 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q1 2020 | 28 |
Bridgewater Associates | 28 | 28 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q1 2020 | 28 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 27 |
Sandy Spring Bank | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 27 |
PINNACLE ASSOCIATES LTD | 24 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Renaissance Technologies | 18 | 1 | 0.00% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 17 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
SOL Capital Management CO | 27 | 27 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Ashmore Group plc | 18 | 1 | 0.04% | 7.58% | 18.14% | Q1 2013 | Q3 2021 | 27 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 27 |
NORGES BANK | 16 | 2 | 0.00% | 0.01% | 0.06% | Q2 2012 | Q3 2019 | 26 |
Fisher Asset Management, LLC | 25 | 1 | 0.00% | 0.31% | 0.68% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2023 | 26 |
CAAS CAPITAL MANAGEMENT LP | 5 | 2 | 0.00% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 26 |
NATIXIS ADVISORS, L.P. | 24 | 1 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 25 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.05% | 0.36% | Q2 2014 | Q3 2023 | 25 |
APG Asset Management N.V. | 25 | 25 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
DELTEC ASSET MANAGEMENT LLC | 22 | 1 | 0.04% | 0.39% | 0.69% | Q4 2013 | Q3 2023 | 25 |
ASSETMARK, INC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
AJO, LP | 25 | 25 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q2 2020 | 25 |
WESTWOOD HOLDINGS GROUP INC | 11 | 4 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2020 | 25 |
Banco Santander, S.A. | 25 | 25 | 0.01% | 0.24% | 0.67% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisors LLC | 8 | 1 | 0.00% | 0.11% | 0.38% | Q2 2014 | Q3 2023 | 25 |
Ninety One UK Ltd | 14 | 1 | 0.00% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.12% | 1.06% | 1.96% | Q3 2017 | Q3 2023 | 25 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
Itau Unibanco Holding S.A. | 9 | 2 | 0.20% | 3.23% | 10.09% | Q2 2016 | Q3 2023 | 25 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.41% | 1.32% | Q4 2013 | Q1 2023 | 25 |
GOULD ASSET MANAGEMENT LLC /CA/ | 24 | 24 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Cedar Wealth Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Baldwin Investment Management, LLC | 24 | 24 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q1 2019 | 24 |
Quantbot Technologies LP | 9 | 1 | 0.01% | 0.12% | 0.31% | Q3 2013 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 10 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 24 |
QUADRANT CAPITAL GROUP LLC | 19 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 24 |
GAM Holding AG | 24 | 24 | 0.02% | 0.14% | 0.50% | Q2 2013 | Q1 2019 | 24 |
PICTET ASSET MANAGEMENT LTD | 13 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 24 |
Man Group plc | 23 | 23 | 0.06% | 0.27% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 23 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.04% | 0.16% | Q1 2013 | Q1 2022 | 23 |
Mint Tower Capital Management B.V. | 4 | 3 | 0.00% | 0.21% | 0.62% | Q4 2017 | Q2 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2023 | 23 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.05% | 0.43% | Q3 2020 | Q4 2022 | 23 |
Quantitative Investment Management, LLC | 6 | 1 | 0.04% | 0.29% | 2.38% | Q2 2013 | Q1 2021 | 23 |
Veritable, L.P. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 23 |
SEGALL BRYANT & HAMILL, LLC | 16 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
IPG Investment Advisors LLC | 21 | 1 | 0.02% | 0.08% | 0.16% | Q4 2013 | Q1 2020 | 23 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.03% | 0.20% | 0.65% | Q2 2009 | Q4 2018 | 23 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 23 | 23 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q4 2021 | 23 |
AGF INVESTMENTS INC. | 23 | 23 | 0.05% | 0.16% | 0.46% | Q2 2013 | Q4 2018 | 23 |
GROUP ONE TRADING, L.P. | 17 | 1 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 22 |
BARINGS LLC | 13 | 1 | 0.03% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 1 | 0.00% | 0.45% | 1.27% | Q1 2017 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 4 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 2 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q2 2023 | 22 |
Jump Trading, LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q1 2018 | 22 |
CAPITAL GUARDIAN TRUST CO | 22 | 22 | 0.12% | 1.12% | 2.96% | Q1 2014 | Q2 2019 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q1 2019 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
Neuberger Berman Group LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
Twin Tree Management, LP | 9 | 9 | 0.00% | 0.05% | 0.29% | Q4 2012 | Q4 2014 | 21 |
Caption Management, LLC | 10 | 4 | 0.00% | 0.09% | 0.29% | Q1 2019 | Q1 2023 | 21 |
CADENCE CAPITAL MANAGEMENT LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2019 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.10% | 0.52% | 0.94% | Q3 2018 | Q3 2023 | 21 |
Candriam S.C.A. | 19 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2021 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 21 |
AXA S.A. | 12 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Marketfield Asset Management LLC | 18 | 1 | 1.08% | 1.75% | 3.27% | Q1 2014 | Q3 2022 | 21 |
Orbis Allan Gray Ltd | 14 | 7 | 0.42% | 2.52% | 5.01% | Q3 2017 | Q2 2023 | 21 |
Silchester International Investors LLP | 21 | 21 | 2.19% | 17.91% | 35.24% | Q1 2015 | Q1 2020 | 21 |
NEXT Financial Group, Inc | 12 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 21 |
MUFG Americas Holdings Corp | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q4 2018 | 21 |
Baillie Gifford | 17 | 1 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q1 2023 | 20 |
Nikko Asset Management Americas, Inc. | 13 | 1 | 0.02% | 0.40% | 1.28% | Q2 2013 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 20 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 19 | 19 | 0.53% | 7.53% | 16.75% | Q1 2019 | Q3 2023 | 20 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 20 |
Diversified Investment Strategies, LLC | 20 | 20 | 0.11% | 0.27% | 0.46% | Q2 2013 | Q1 2018 | 20 |
Capital Markets Trading UK LLP | 9 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.00% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 20 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.69% | 1.72% | Q1 2014 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 9 | 2 | 0.01% | 0.09% | 0.32% | Q2 2018 | Q3 2023 | 20 |
JAMES INVESTMENT RESEARCH INC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Qtron Investments LLC | 20 | 20 | 0.61% | 1.48% | 2.44% | Q4 2018 | Q3 2023 | 20 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.07% | 0.61% | Q1 2013 | Q3 2023 | 20 |
CMT Asset Management Ltd | 5 | 1 | 0.00% | 0.23% | 0.63% | Q3 2013 | Q3 2017 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2022 | 19 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 2 | 0.00% | 0.65% | 1.57% | Q2 2013 | Q2 2023 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.04% | 0.18% | Q1 2013 | Q3 2023 | 19 |
LSV ASSET MANAGEMENT | 10 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Dynamo Administracao de Recursos Ltda. | 19 | 19 | 0.10% | 4.60% | 12.40% | Q1 2019 | Q3 2023 | 19 |
Calamos Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.13% | 0.39% | Q2 2018 | Q3 2023 | 19 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.09% | 0.62% | Q4 2015 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PUTNAM INVESTMENTS LLC | 5 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 19 |
Mondrian Investment Partners LTD | 11 | 8 | 0.45% | 1.90% | 8.78% | Q2 2013 | Q3 2023 | 19 |
Ninety One North America, Inc. | 14 | 5 | 1.45% | 2.42% | 3.93% | Q4 2017 | Q3 2023 | 19 |
LUMINUS MANAGEMENT LLC | 11 | 1 | 0.08% | 0.48% | 1.60% | Q2 2013 | Q3 2019 | 19 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2021 | 18 |
BAILARD, INC. | 12 | 3 | 0.02% | 0.07% | 0.16% | Q4 2013 | Q3 2021 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2017 | 18 |
Glassman Wealth Services | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 18 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 15 | 3 | 0.02% | 1.41% | 3.32% | Q2 2018 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
A.R.T. Advisors, LLC | 11 | 1 | 0.01% | 0.21% | 0.44% | Q2 2013 | Q1 2019 | 18 |
Sound Income Strategies, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Investors Research Corp | 12 | 6 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2014 | 18 |
Patriot Financial Group Insurance Agency, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 18 |
DEPRINCE RACE & ZOLLO INC | 7 | 5 | 0.03% | 0.10% | 0.20% | Q1 2014 | Q3 2023 | 18 |
TSFG, LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.09% | 0.52% | Q2 2014 | Q1 2023 | 18 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 1.03% | 2.17% | 4.35% | Q2 2013 | Q2 2017 | 17 |
Impala Asset Management LLC | 6 | 1 | 0.20% | 1.17% | 3.48% | Q4 2016 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q3 2023 | 17 |
ClearBridge Investments | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2020 | 17 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 17 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.06% | 0.34% | Q3 2013 | Q2 2021 | 17 |
Turim 21 Investimentos Ltda. | 8 | 3 | 0.13% | 11.03% | 49.98% | Q3 2017 | Q3 2023 | 17 |
Banco BTG Pactual S.A. | 7 | 1 | 0.07% | 1.30% | 7.15% | Q1 2017 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2017 | 17 |
ROCKEFELLER FINANCIAL SERVICES INC | 9 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 17 |
Cullen Capital Management, LLC | 12 | 5 | 0.01% | 0.41% | 0.68% | Q4 2017 | Q3 2023 | 17 |
Penn Mutual Asset Management, LLC | 7 | 3 | 0.17% | 0.46% | 0.82% | Q4 2018 | Q3 2023 | 17 |
Five Oceans Asset Management LTD | 8 | 5 | 1.37% | 3.07% | 6.88% | Q4 2010 | Q2 2014 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
KBC Group NV | 10 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 17 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q4 2021 | 17 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.04% | 0.19% | Q1 2018 | Q3 2023 | 17 |
PRICE T ROWE ASSOCIATES INC /MD/ | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2021 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 13 | 3 | 0.00% | 0.07% | 0.40% | Q1 2019 | Q1 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2022 | 16 |
GQG Partners LLC | 13 | 1 | 0.00% | 0.98% | 2.94% | Q3 2018 | Q3 2023 | 16 |
CAPITAL GROWTH MANAGEMENT LP | 12 | 1 | 0.56% | 6.16% | 11.62% | Q1 2016 | Q1 2021 | 16 |
GLG Partners LP | 10 | 3 | 0.01% | 0.32% | 2.08% | Q1 2014 | Q4 2017 | 16 |
ROPES WEALTH ADVISORS LLC | 15 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2022 | 16 |
MML INVESTORS SERVICES, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 16 |
Capital Analysts, LLC | 11 | 5 | 0.00% | 0.04% | 0.27% | Q4 2012 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 10 | 4 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2023 | 16 |
BOSTON ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q4 2018 | 16 |
Capital Bank & Trust Co | 12 | 4 | 0.00% | 0.40% | 4.80% | Q2 2017 | Q3 2021 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.10% | 0.34% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Contrarius Investment Management Ltd | 8 | 1 | 0.11% | 0.81% | 4.23% | Q2 2015 | Q2 2023 | 16 |
Avestar Capital, LLC | 6 | 2 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 16 |
ADVISOR PARTNERS LLC | 13 | 3 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 16 |
DORCHESTER WEALTH MANAGEMENT Co | 16 | 16 | 0.06% | 0.15% | 0.21% | Q2 2015 | Q1 2019 | 16 |
OppenheimerFunds, Inc. | 7 | 2 | 0.00% | 0.20% | 0.63% | Q3 2013 | Q1 2019 | 15 |
CORRADO ADVISORS, LLC | 9 | 6 | 3.04% | 5.62% | 8.61% | Q4 2009 | Q3 2013 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.06% | 0.25% | 0.93% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 15 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 3 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q2 2023 | 15 |
TODD ASSET MANAGEMENT LLC | 11 | 4 | 0.08% | 0.89% | 1.68% | Q1 2017 | Q3 2023 | 15 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.03% | 0.17% | Q1 2019 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Moneda S.A. Administradora General de Fondos | 14 | 1 | 7.79% | 17.68% | 29.53% | Q4 2019 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Rathbones Group PLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.05% | 0.38% | 0.76% | Q4 2016 | Q3 2023 | 15 |
BigSur Wealth Management LLC | 15 | 15 | 0.08% | 0.33% | 0.89% | Q4 2016 | Q2 2020 | 15 |
Symmetry Partners, LLC | 10 | 1 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
INDUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.12% | 0.78% | 1.29% | Q3 2013 | Q4 2020 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2020 | 15 |
FIRST HAWAIIAN BANK | 11 | 3 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 14 |
QCM Cayman, Ltd. | 3 | 1 | 0.03% | 0.81% | 4.90% | Q3 2014 | Q3 2021 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 10 | 4 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q4 2018 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.18% | 0.35% | Q4 2014 | Q1 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 1 | 0.02% | 0.19% | 0.96% | Q4 2019 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.04% | 0.23% | 0.43% | Q1 2017 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q1 2023 | 14 |
Private Capital Group, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 14 |
Bienville Capital Management, LLC | 5 | 1 | 0.34% | 1.20% | 2.90% | Q3 2017 | Q3 2022 | 14 |
AMS Capital Ltda | 5 | 2 | 2.21% | 7.67% | 15.92% | Q4 2017 | Q3 2022 | 14 |
Baird Financial Group, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 14 |
Windsor Creek Advisors, LLC | 10 | 1 | 0.16% | 1.30% | 2.37% | Q4 2018 | Q4 2021 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Sompo Asset Management Co., Ltd. | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 9 | 5 | 0.03% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 14 |
Ativo Capital Management LLC | 11 | 3 | 0.32% | 0.75% | 1.46% | Q3 2017 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q2 2023 | 14 |
HHM Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Fiera Capital (Europe) Ltd. | 9 | 1 | 0.07% | 2.96% | 13.52% | Q2 2013 | Q1 2017 | 14 |
NumerixS Investment Technologies Inc | 5 | 2 | 0.02% | 0.26% | 1.40% | Q2 2015 | Q2 2020 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.01% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Capital Innovations LLC | 14 | 14 | 0.42% | 2.37% | 12.89% | Q4 2016 | Q1 2020 | 14 |
Cape Ann Asset Management Ltd | 14 | 14 | 0.94% | 2.28% | 4.36% | Q2 2020 | Q3 2023 | 14 |
M&T BANK CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 13 |
RNC CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Venture Visionary Partners LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 11 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 13 |
1832 Asset Management L.P. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Financial Architects, Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 13 |
JANUS HENDERSON GROUP PLC | 7 | 6 | 0.00% | 0.17% | 0.53% | Q2 2013 | Q3 2016 | 13 |
XR Securities LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 13 |
Numeric Investors LLC | 7 | 6 | 0.02% | 0.12% | 0.30% | Q2 2013 | Q4 2017 | 13 |
AVIVA PLC | 7 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 13 |
Freedom Investment Management, Inc. | 8 | 5 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 7 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 13 |
Glovista Investments LLC | 7 | 1 | 0.25% | 0.66% | 1.30% | Q4 2017 | Q3 2023 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q2 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Tidal Investments LLC | 6 | 1 | 0.02% | 0.25% | 0.43% | Q4 2019 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 8 | 5 | 0.06% | 0.42% | 1.36% | Q4 2015 | Q3 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Ridgewood Investments LLC | 8 | 1 | 0.00% | 0.25% | 0.49% | Q1 2020 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.11% | 0.18% | 0.30% | Q1 2018 | Q1 2021 | 13 |
ARGA Investment Management, LP | 10 | 1 | 0.01% | 1.15% | 2.84% | Q2 2014 | Q2 2023 | 13 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.02% | 0.07% | Q1 2011 | Q3 2023 | 13 |
Sagil Capital LLP | 7 | 1 | 3.70% | 8.74% | 16.91% | Q4 2019 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2018 | 13 |
BLACKROCK ADVISORS LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q2 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
BlackRock Investment Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.11% | 0.20% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.04% | 0.13% | 0.25% | Q4 2015 | Q3 2018 | 12 |
Capstone Financial Advisors, Inc. | 7 | 5 | 0.03% | 0.06% | 0.10% | Q3 2014 | Q3 2017 | 12 |
Ionic Capital Management LLC | 4 | 1 | 0.01% | 0.06% | 0.24% | Q3 2013 | Q3 2020 | 12 |
OLD NATIONAL BANCORP /IN/ | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 12 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.03% | 0.25% | 0.73% | Q3 2018 | Q3 2023 | 12 |
RMB Capital Management, LLC | 10 | 1 | 0.00% | 0.20% | 0.43% | Q2 2013 | Q3 2016 | 12 |
MILLER VALUE PARTNERS, LLC | 9 | 9 | 0.01% | 0.33% | 1.02% | Q2 2021 | Q2 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Onex Canada Asset Management Inc. | 12 | 12 | 0.15% | 0.24% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 12 |
Zweig-DiMenna Associates LLC | 7 | 5 | 0.02% | 0.50% | 0.99% | Q2 2015 | Q4 2021 | 12 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
New Century Advisors, LLC | 9 | 3 | 1.28% | 2.70% | 4.09% | Q4 2013 | Q4 2016 | 12 |
EATON VANCE MANAGEMENT | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 12 |
Edgestream Partners, L.P. | 7 | 1 | 0.04% | 0.69% | 1.30% | Q1 2019 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Tarbox Family Office, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 12 |
Sigma Planning Corp | 9 | 3 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q2 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WHV Investments, Inc. | 12 | 12 | 0.67% | 1.71% | 2.46% | Q2 2013 | Q1 2016 | 12 |
Balentine LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q1 2020 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 12 |
BB&T SECURITIES, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 12 |
TRILOGY GLOBAL ADVISORS LP | 7 | 4 | 0.52% | 1.88% | 2.65% | Q2 2013 | Q4 2018 | 11 |
United Capital Management of KS, Inc. | 11 | 11 | 0.40% | 0.60% | 0.82% | Q1 2021 | Q3 2023 | 11 |
Carolina Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q4 2021 | 11 |
Russell Clark Investment Management Ltd | 9 | 1 | 2.67% | 6.56% | 7.86% | Q3 2015 | Q3 2020 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.04% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2016 | 11 |
REGIONS FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 11 |
Cetera Investment Advisers | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BlackRock Fund Advisors | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
Independent Advisor Alliance | 7 | 2 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 11 |
Newfoundland Capital Management | 7 | 2 | 0.23% | 1.42% | 7.17% | Q2 2019 | Q2 2022 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Pomelo Capital LLC | 8 | 3 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q4 2017 | 11 |
TCTC Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Realta Investment Advisors | 8 | 3 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 11 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 11 |
FEDERATED HERMES, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 11 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q3 2011 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Fiera Capital Corp | 5 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2019 | 11 |
FINANCIAL COUNSELORS INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2023 | 11 |
Legacy Wealth Asset Management, LLC | 11 | 11 | 0.13% | 0.19% | 0.30% | Q4 2020 | Q2 2023 | 11 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 11 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 11 | 11 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2015 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.04% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 11 |
USCA RIA LLC | 9 | 2 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q2 2021 | 11 |
AXIOM INVESTORS LLC /DE | 6 | 5 | 0.01% | 0.47% | 1.74% | Q2 2013 | Q4 2018 | 11 |
Clal Insurance Enterprises Holdings Ltd | 11 | 11 | 0.21% | 0.44% | 0.63% | Q2 2020 | Q4 2022 | 11 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
ALPS ADVISORS INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
JANUS HENDERSON INVESTORS US LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2018 | 11 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ING GROEP NV | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 11 |
MIRABELLA FINANCIAL SERVICES LLP | 9 | 2 | 0.02% | 0.26% | 0.48% | Q3 2020 | Q2 2023 | 11 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
BP PLC | 10 | 10 | 0.12% | 0.29% | 0.66% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Global X Management CO LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 10 |
Oaktree Fund Advisors, LLC | 10 | 10 | 3.81% | 11.56% | 16.10% | Q2 2021 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
SWARTHMORE GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Leucadia National | 4 | 1 | 0.00% | 0.03% | 0.18% | Q1 2017 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
EQUITABLE TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.17% | 0.61% | Q4 2014 | Q3 2023 | 10 |
Prince Street Capital Management LLC | 3 | 1 | 0.33% | 4.92% | 14.77% | Q2 2016 | Q1 2022 | 10 |
BRYN MAWR TRUST Co | 10 | 10 | 0.01% | 0.38% | 0.60% | Q1 2013 | Q2 2015 | 10 |
Brevan Howard Capital Management LP | 8 | 1 | 0.01% | 1.12% | 8.13% | Q2 2014 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 1 | 0.00% | 0.32% | 0.62% | Q2 2013 | Q4 2015 | 10 |
Benin Management CORP | 10 | 10 | 0.04% | 0.21% | 0.50% | Q2 2013 | Q3 2015 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2015 | 10 |
JHL Capital Group LLC | 5 | 1 | 2.98% | 10.85% | 31.88% | Q4 2017 | Q1 2020 | 10 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.03% | 0.21% | 0.62% | Q1 2019 | Q4 2019 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.04% | 0.22% | 0.76% | Q2 2019 | Q2 2023 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.07% | 0.26% | Q1 2019 | Q1 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
AE Wealth Management LLC | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 10 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2015 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Cresset Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
MUFG Securities EMEA plc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 10 |
NAVELLIER & ASSOCIATES INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 10 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q2 2022 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.02% | 0.14% | 0.29% | Q3 2017 | Q2 2023 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 2 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q4 2015 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
HEADINVEST, LLC | 9 | 1 | 0.00% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Front Row Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.10% | 0.83% | 1.44% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
JGP Global Gestao de Recursos Ltda. | 3 | 1 | 0.05% | 6.39% | 25.50% | Q4 2015 | Q4 2021 | 10 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 9 |
Nuveen Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 9 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 9 |
Edge Wealth Management LLC | 6 | 3 | 0.00% | 0.14% | 1.01% | Q2 2013 | Q4 2015 | 9 |
Sculptor Capital LP | 3 | 1 | 0.00% | 0.02% | 0.11% | Q1 2015 | Q1 2016 | 9 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.03% | 0.17% | Q3 2019 | Q1 2022 | 9 |
GAVEA INVESTIMENTOS LTDA | 8 | 1 | 3.07% | 32.19% | 96.90% | Q4 2013 | Q4 2020 | 9 |
Cedar Brook Financial Partners, LLC | 8 | 1 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 9 |
West Oak Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.02% | 0.20% | 0.54% | Q2 2017 | Q2 2021 | 9 |
Regent Investment Management LLC | 8 | 1 | 0.05% | 0.17% | 0.39% | Q3 2020 | Q4 2022 | 9 |
Willis Investment Counsel | 9 | 9 | 0.20% | 0.34% | 0.44% | Q2 2013 | Q2 2015 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
K2 PRINCIPAL FUND, L.P. | 8 | 1 | 0.01% | 0.33% | 0.78% | Q2 2017 | Q1 2020 | 9 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.37% | 1.26% | Q3 2016 | Q2 2019 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2022 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.20% | 0.54% | Q1 2017 | Q3 2023 | 9 |
MAPLELANE CAPITAL, LLC | 4 | 1 | 0.00% | 0.37% | 0.89% | Q1 2014 | Q4 2016 | 9 |
Princeton Global Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.01% | 0.09% | 0.17% | Q1 2023 | Q3 2023 | 9 |
KGH Ltd | 5 | 1 | 0.03% | 1.06% | 2.29% | Q4 2013 | Q2 2018 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.35% | 0.53% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 9 |
NWAM LLC | 5 | 1 | 0.01% | 0.06% | 0.13% | Q2 2012 | Q4 2022 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.04% | 0.19% | 0.29% | Q2 2013 | Q2 2015 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Gramercy Funds Management LLC | 9 | 9 | 1.30% | 5.28% | 13.25% | Q1 2019 | Q1 2021 | 9 |
Private Harbour Investment Management & Counsel, LLC | 9 | 9 | 0.06% | 0.34% | 0.77% | Q4 2013 | Q4 2015 | 9 |
RELIANCE TRUST CO OF DELAWARE | 9 | 9 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q4 2018 | 9 |
Anchor Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 9 |
Old West Investment Management, LLC | 4 | 2 | 0.11% | 0.47% | 0.78% | Q4 2013 | Q2 2023 | 9 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 9 |
BTG Pactual Global Asset Management Ltd | 7 | 2 | 0.56% | 1.13% | 2.81% | Q3 2019 | Q3 2023 | 9 |
Traynor Capital Management, Inc. | 8 | 1 | 0.06% | 0.96% | 1.52% | Q1 2016 | Q3 2023 | 9 |
Curated Wealth Partners LLC | 5 | 4 | 0.04% | 0.15% | 0.32% | Q4 2020 | Q1 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 9 |
HERNDON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.11% | 0.16% | 0.21% | Q2 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Reitz Capital Advisors LLC | 9 | 9 | 0.15% | 0.19% | 0.26% | Q1 2021 | Q1 2023 | 9 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 7 | 2 | 0.15% | 0.48% | 0.66% | Q1 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Saiers Capital, LLC | 3 | 1 | 0.00% | 0.18% | 0.63% | Q2 2013 | Q2 2014 | 9 |
Hayek Kallen Investment Management | 9 | 9 | 0.06% | 0.34% | 0.83% | Q2 2013 | Q2 2015 | 9 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 9 |
Parkwood LLC | 4 | 1 | 0.06% | 0.30% | 0.80% | Q4 2016 | Q1 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.08% | 0.13% | Q3 2015 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Camelot Portfolios, LLC | 9 | 9 | 0.14% | 0.34% | 0.61% | Q3 2013 | Q3 2015 | 9 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 8 |
XTX Topco Ltd | 6 | 1 | 0.10% | 0.22% | 0.35% | Q1 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
FinTrust Capital Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
SkyView Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOURGEON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 7 | 7 | 0.01% | 0.48% | 1.10% | Q4 2021 | Q2 2023 | 8 |
ALTRINSIC GLOBAL ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.05% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.22% | 1.48% | Q4 2021 | Q3 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Stonehage Fleming (UK) Ltd | 6 | 2 | 0.03% | 0.13% | 0.29% | Q4 2013 | Q4 2015 | 8 |
Archford Capital Strategies, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 8 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.12% | 0.31% | 0.54% | Q4 2013 | Q3 2015 | 8 |
Quilter Plc | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 8 |
Jade Capital Advisors, LLC | 5 | 1 | 0.11% | 0.76% | 1.74% | Q4 2019 | Q3 2023 | 8 |
FIRST FINANCIAL CORP /IN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
AUXIER ASSET MANAGEMENT | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
BURNEY CO/ | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Westchester Capital Management, LLC | 4 | 4 | 0.08% | 0.24% | 0.43% | Q4 2022 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.20% | 0.50% | Q1 2019 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 5 | 3 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
MASTERS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.29% | 0.80% | 1.44% | Q4 2017 | Q4 2022 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Assenagon Asset Management S.A. | 3 | 1 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 8 |
SPROTT INC. | 7 | 1 | 0.01% | 0.07% | 0.09% | Q2 2015 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Essex LLC | 8 | 8 | 0.23% | 0.44% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Mudita Advisors LLP | 8 | 8 | 1.90% | 3.52% | 5.35% | Q4 2021 | Q3 2023 | 8 |
Verde Servicos Internacionais S.A. | 5 | 1 | 0.03% | 0.31% | 0.99% | Q1 2017 | Q4 2022 | 8 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Synergy Asset Management, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 8 |
Venturi Wealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.06% | 0.21% | Q3 2013 | Q2 2017 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.58% | 0.80% | 1.10% | Q1 2022 | Q4 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.09% | 0.25% | 0.47% | Q4 2020 | Q3 2023 | 8 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2017 | 8 |
ADVISORY RESEARCH INC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2019 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.32% | 0.60% | 0.81% | Q4 2020 | Q3 2022 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.12% | 0.27% | Q1 2018 | Q1 2023 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2018 | 8 |
Itau USA Asset Management Inc. | 6 | 2 | 0.36% | 1.30% | 3.54% | Q3 2013 | Q4 2015 | 8 |
BOLTON LP | 2 | 2 | 0.05% | 1.05% | 3.07% | Q3 2013 | Q3 2015 | 8 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
abrdn Investment Management Ltd | 7 | 7 | 0.44% | 0.70% | 1.03% | Q1 2014 | Q3 2015 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
MONEDA USA, INC. | 7 | 7 | 21.90% | 28.91% | 34.17% | Q1 2022 | Q3 2023 | 7 |
TT International Asset Management LTD | 2 | 1 | 0.48% | 6.80% | 11.05% | Q1 2020 | Q2 2023 | 7 |
Wahed Invest LLC | 7 | 7 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Simmons Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 2 | 0.10% | 0.32% | 0.90% | Q4 2017 | Q4 2020 | 7 |
Radnor Capital Management, LLC | 5 | 2 | 0.12% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 7 |
MENORA MIVTACHIM HOLDINGS LTD. | 6 | 1 | 0.00% | 0.96% | 1.83% | Q2 2013 | Q1 2022 | 7 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 7 |
Founders Capital Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Crestline Management, LP | 3 | 2 | 0.08% | 0.39% | 0.75% | Q1 2020 | Q4 2022 | 7 |
Smithfield Trust Co | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 7 |
Euro Pacific Asset Management, LLC | 7 | 7 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Fractal Investments LLC | 7 | 7 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.06% | 0.13% | 0.15% | Q3 2021 | Q2 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.20% | 0.41% | Q4 2017 | Q3 2023 | 7 |
Vanguard Capital Wealth Advisors | 7 | 7 | 0.22% | 0.40% | 1.01% | Q2 2018 | Q4 2019 | 7 |
Maven Securities LTD | 3 | 1 | 0.00% | 1.02% | 2.49% | Q1 2017 | Q3 2023 | 7 |
Mizuho Securities Co. Ltd. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2022 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Anchor Bolt Capital, LP | 7 | 7 | 0.05% | 0.99% | 2.14% | Q3 2017 | Q1 2019 | 7 |
Wedmont Private Capital | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Saturna Capital CORP | 7 | 7 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Cooperatieve Rabobank U.A. | 7 | 7 | 0.26% | 3.48% | 10.05% | Q2 2013 | Q4 2014 | 7 |
Forty4 Asset Management LLC | 3 | 3 | 0.01% | 0.12% | 0.59% | Q2 2013 | Q4 2013 | 7 |
Blueshift Asset Management, LLC | 4 | 3 | 0.04% | 0.32% | 0.76% | Q1 2019 | Q4 2020 | 7 |
Kiltearn Partners LLP | 5 | 2 | 1.08% | 2.38% | 3.89% | Q2 2015 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Virtus ETF Advisers LLC | 4 | 3 | 0.28% | 0.58% | 1.01% | Q2 2019 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
RONALD BLUE & CO LLC | 4 | 3 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2015 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q1 2023 | 7 |
HOEY INVESTMENTS, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Strategic Advisors LLC | 6 | 1 | 0.14% | 0.27% | 0.44% | Q2 2013 | Q1 2015 | 7 |
Pinnacle Summer Investments, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARDING LOEVNER LP | 7 | 7 | 0.37% | 0.44% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.08% | 0.21% | Q4 2020 | Q2 2022 | 7 |
CLEARBRIDGE, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 7 |
CITY NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 6 |
SouthState Corp | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
PICTET ASSET MANAGEMENT SA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 1 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q4 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Frontier Wealth Management LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 6 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q2 2023 | 6 |
JENNISON ASSOCIATES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 6 |
Turiya Advisors Asia Ltd | 6 | 6 | 25.47% | 30.89% | 35.12% | Q1 2020 | Q2 2021 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Conservest Capital Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NEWGATE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.86% | 2.39% | 3.30% | Q2 2013 | Q3 2014 | 6 |
Good Harbor Financial, LLC | 6 | 6 | 0.04% | 0.13% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 3 | 3 | 0.00% | 0.22% | 0.48% | Q1 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 6 |
Systematic Alpha Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CADINHA & CO LLC | 5 | 1 | 0.02% | 0.32% | 1.64% | Q1 2017 | Q4 2018 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2015 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
RWC ASSET ADVISORS (US) LLC | 4 | 2 | 5.26% | 9.07% | 13.82% | Q4 2020 | Q3 2023 | 6 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 6 |
TCW GROUP INC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 6 |
Texas Yale Capital Corp. | 6 | 6 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2014 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.06% | 0.20% | 0.42% | Q1 2019 | Q3 2023 | 6 |
Windmill Hill Asset Management Ltd | 6 | 6 | 0.14% | 0.24% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q1 2015 | 6 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2015 | 6 |
RWC Asset Management LLP | 4 | 2 | 0.64% | 1.25% | 2.81% | Q4 2020 | Q3 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HighVista Strategies LLC | 4 | 2 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q1 2018 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wealth Alliance | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 6 |
UNITED MARITIME CAPITAL LLC | 5 | 1 | 0.70% | 1.04% | 1.45% | Q4 2020 | Q3 2022 | 6 |
Airain ltd | 3 | 3 | 0.02% | 0.17% | 0.81% | Q2 2015 | Q1 2017 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2015 | 6 |
InTrack Investment Management Inc | 4 | 2 | 0.33% | 0.53% | 0.88% | Q3 2021 | Q4 2023 | 6 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q1 2023 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BlackRock Institutional Trust Company, N.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q2 2021 | 6 |
FCA CORP /TX | 5 | 1 | 0.07% | 0.13% | 0.18% | Q3 2013 | Q1 2015 | 6 |
LeJeune Puetz Investment Counsel LLC | 6 | 6 | 0.05% | 0.18% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Amia Capital LLP | 5 | 1 | 0.21% | 4.57% | 11.06% | Q4 2019 | Q4 2021 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.19% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 6 |
River Road Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.25% | 1.98% | 4.31% | Q2 2023 | Q3 2023 | 6 |
Crake Asset Management LLP | 6 | 6 | 1.43% | 6.82% | 17.80% | Q1 2020 | Q2 2021 | 6 |
GRATRY & Co LLC | 6 | 6 | 0.18% | 0.25% | 0.35% | Q4 2016 | Q1 2018 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.12% | 0.33% | Q2 2015 | Q3 2016 | 6 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 6 | 6 | 0.05% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 6 | 6 | 0.98% | 5.51% | 11.39% | Q4 2019 | Q1 2021 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.19% | 0.32% | 0.38% | Q2 2013 | Q3 2014 | 6 |
Liberty Mutual Group Asset Management Inc. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2018 | 6 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
Pendal Group Ltd | 6 | 6 | 0.11% | 0.30% | 0.89% | Q3 2017 | Q4 2018 | 6 |
Nippon Life Global Investors Americas, Inc. | 6 | 6 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Chiron Investment Management, LLC | 3 | 3 | 0.19% | 1.21% | 1.91% | Q2 2020 | Q2 2022 | 6 |
Alta Advisers Ltd | 6 | 6 | 0.20% | 2.16% | 4.16% | Q3 2013 | Q4 2014 | 6 |
Invictus RG Pte. Ltd. | 6 | 6 | 0.02% | 0.12% | 0.37% | Q2 2013 | Q3 2014 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2021 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COMPASS GROUP LLC | 5 | 5 | 0.49% | 0.69% | 1.15% | Q2 2019 | Q2 2020 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.24% | 0.26% | 0.29% | Q3 2017 | Q3 2018 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
TORQ CAPITAL MANAGEMENT (HK) Ltd | 3 | 2 | 4.96% | 24.26% | 37.33% | Q4 2020 | Q2 2022 | 5 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 5 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
American Beacon Advisors, Inc. | 2 | 1 | 5.98% | 10.37% | 16.59% | Q1 2019 | Q2 2021 | 5 |
MBM Wealth Consultants, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q4 2014 | 5 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 5 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2016 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 5 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q2 2014 | 5 |
Weil Company, Inc. | 5 | 5 | 0.11% | 0.16% | 0.18% | Q2 2022 | Q2 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
Activest Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Mutual Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Boston Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 5 |
Covalis Capital LLP | 3 | 1 | 0.22% | 3.38% | 8.42% | Q2 2020 | Q1 2023 | 5 |
Brookstone Capital Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Sensato Investors LLC | 4 | 1 | 0.45% | 1.93% | 2.37% | Q3 2017 | Q4 2018 | 5 |
DnB Asset Management AS | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Independence Trust CO | 5 | 5 | 0.21% | 0.24% | 0.32% | Q4 2016 | Q4 2017 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q2 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 5 |
Midwest Professional Planners, LTD. | 5 | 5 | 0.46% | 0.61% | 0.71% | Q4 2017 | Q4 2018 | 5 |
HARVARD MANAGEMENT CO INC | 5 | 5 | 0.34% | 0.43% | 0.67% | Q2 2013 | Q2 2014 | 5 |
Carmignac Gestion | 5 | 5 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Platte River Capital LLC | 4 | 1 | 0.06% | 0.23% | 0.36% | Q4 2013 | Q2 2015 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 5 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 5 | 0.07% | 0.13% | 0.26% | Q1 2021 | Q1 2022 | 5 |
Nationwide Fund Advisors | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 5 |
CQS Cayman LP | 2 | 1 | 0.00% | 0.10% | 0.28% | Q2 2014 | Q1 2017 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.20% | 0.77% | Q4 2014 | Q2 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.08% | 0.87% | 2.51% | Q2 2013 | Q2 2014 | 5 |
J.Safra Asset Management Corp | 5 | 5 | 0.70% | 4.14% | 16.72% | Q4 2019 | Q4 2020 | 5 |
Meru Capital Group, LP | 5 | 5 | 0.18% | 0.29% | 0.46% | Q1 2016 | Q1 2017 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.02% | 0.11% | 0.20% | Q2 2020 | Q2 2021 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.03% | 0.28% | 0.48% | Q3 2020 | Q4 2020 | 5 |
RIVER GLOBAL INVESTORS LLP | 5 | 5 | 0.16% | 0.21% | 0.25% | Q1 2018 | Q1 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q1 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.06% | 0.13% | 0.18% | Q3 2013 | Q3 2014 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Crescent Grove Advisors, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q4 2022 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 2 | 0.02% | 0.13% | 0.39% | Q1 2021 | Q2 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 5 |
Benchmark Capital Advisors | 5 | 5 | 0.18% | 0.32% | 0.44% | Q2 2013 | Q2 2014 | 5 |
MARINER INVESTMENT GROUP LLC | 3 | 2 | 0.00% | 0.53% | 1.10% | Q2 2013 | Q1 2022 | 5 |
Factorial Partners, LLC | 5 | 5 | 1.18% | 1.60% | 1.84% | Q4 2017 | Q4 2018 | 5 |
Duquesne Family Office | 2 | 1 | 0.31% | 0.77% | 1.14% | Q3 2017 | Q4 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VPR Management LLC | 4 | 4 | 0.70% | 0.83% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q4 2018 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Serengeti Asset Management LP | 3 | 1 | 0.61% | 2.29% | 3.93% | Q4 2013 | Q1 2015 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PROVIDA PENSION FUND ADMINISTRATOR | 4 | 4 | 0.48% | 0.57% | 0.66% | Q4 2013 | Q3 2014 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.90% | 0.97% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q1 2014 | 4 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Susquehanna International Group Ltd. | 4 | 4 | 0.21% | 0.30% | 0.41% | Q3 2021 | Q2 2022 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2014 | 4 |
Encompass Capital Advisors LLC | 2 | 1 | 0.55% | 1.93% | 3.14% | Q3 2019 | Q3 2023 | 4 |
Stevens First Principles Investment Advisors | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 4 |
MAS Advisors LLC | 4 | 4 | 0.12% | 0.19% | 0.28% | Q2 2022 | Q1 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Blenheim Capital Management, L.L.C. | 3 | 1 | 0.17% | 0.62% | 1.16% | Q2 2013 | Q2 2014 | 4 |
Lloyds Banking Group plc | 4 | 4 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q1 2014 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 4 |
Van Hulzen Asset Management, LLC | 2 | 1 | 0.38% | 0.68% | 1.36% | Q4 2013 | Q3 2015 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.06% | 0.26% | 0.35% | Q4 2019 | Q3 2020 | 4 |
Emerging Global Advisors, LLC | 3 | 1 | 0.04% | 0.12% | 0.34% | Q2 2013 | Q2 2016 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.06% | 0.62% | 0.90% | Q2 2013 | Q1 2014 | 4 |
BW Gestao de Investimentos Ltda. | 3 | 1 | 0.47% | 4.72% | 9.52% | Q3 2019 | Q3 2020 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2023 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.02% | 0.10% | 0.25% | Q1 2014 | Q3 2021 | 4 |
EARNEST PARTNERS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2022 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2012 | Q3 2013 | 4 |
FCF Advisors LLC | 4 | 4 | 0.34% | 0.36% | 0.43% | Q3 2021 | Q2 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Parametrica Management Ltd | 3 | 1 | 0.36% | 1.37% | 2.44% | Q1 2021 | Q1 2022 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.21% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.18% | 0.39% | Q3 2020 | Q3 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.02% | 0.38% | 0.89% | Q2 2014 | Q2 2017 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealthquest Corp | 3 | 1 | 0.09% | 0.13% | 0.15% | Q4 2014 | Q4 2018 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.04% | 0.12% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.19% | 0.52% | Q3 2014 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
Centenus Global Management, LP | 2 | 1 | 0.22% | 0.37% | 0.56% | Q3 2018 | Q4 2019 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2018 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.10% | 1.08% | 1.58% | Q1 2018 | Q4 2018 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
HANSBERGER GLOBAL INVESTORS INC/FL | 4 | 4 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q1 2014 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
KING STREET CAPITAL MANAGEMENT, L.P. | 4 | 4 | 2.20% | 3.12% | 3.69% | Q3 2013 | Q2 2014 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.11% | 0.20% | Q2 2019 | Q2 2020 | 4 |
OTA Financial Group L.P. | 1 | 1 | 0.22% | 0.33% | 0.53% | Q3 2013 | Q2 2015 | 4 |
Soroban Capital Partners LP | 4 | 4 | 0.30% | 1.00% | 1.58% | Q4 2021 | Q3 2022 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.35% | 0.46% | 0.57% | Q3 2020 | Q2 2021 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2022 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.31% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.04% | 0.11% | 0.22% | Q1 2021 | Q4 2021 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Global Thematic Partners, LLC | 4 | 4 | 1.99% | 2.93% | 3.52% | Q2 2014 | Q1 2015 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 4 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 2 | 1 | 0.03% | 0.32% | 0.57% | Q1 2021 | Q1 2023 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.07% | 0.24% | 0.40% | Q1 2015 | Q4 2015 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.31% | 0.74% | Q4 2022 | Q3 2023 | 4 |
BENNICAS & ASSOCIATES, INC. | 4 | 4 | 0.49% | 0.51% | 0.55% | Q1 2022 | Q4 2022 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.06% | 0.43% | 0.74% | Q4 2022 | Q3 2023 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Waldron Private Wealth LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q4 2016 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.08% | 0.11% | 0.16% | Q3 2014 | Q2 2015 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
LVW Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 4 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q1 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.16% | 0.19% | 0.20% | Q2 2022 | Q4 2022 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2017 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 0.35% | 0.40% | 0.43% | Q4 2020 | Q2 2021 | 3 |
TT INTERNATIONAL | 2 | 1 | 7.94% | 8.57% | 9.56% | Q3 2019 | Q3 2020 | 3 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 3 | 3 | 0.00% | 0.75% | 2.25% | Q4 2021 | Q2 2022 | 3 |
Sabal Trust CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.24% | 0.44% | 0.55% | Q3 2013 | Q1 2015 | 3 |
NS Partners Ltd | 2 | 1 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 3 |
qPULA Trading Management LP | 1 | 1 | 0.95% | 2.14% | 2.97% | Q3 2021 | Q3 2022 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.19% | 0.56% | Q1 2018 | Q1 2022 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 3 | 3 | 0.03% | 0.36% | 0.54% | Q2 2013 | Q4 2013 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
ADAMCAPITAL Gestao de Recursos Ltda. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Geneva Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 3 |
Victoria 1522 Investments, LP | 3 | 3 | 12.00% | 13.67% | 15.03% | Q4 2013 | Q2 2014 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.07% | 0.47% | 0.71% | Q2 2013 | Q4 2013 | 3 |
Portland Hill Asset Management Ltd | 2 | 1 | 0.68% | 0.85% | 1.13% | Q1 2022 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Schubert & Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Valtura Capital Partners LLC | 3 | 3 | 0.80% | 1.28% | 2.20% | Q2 2016 | Q4 2016 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.20% | 0.29% | 0.40% | Q4 2021 | Q2 2022 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Constellation Investimentos e Participacoes Ltda | 2 | 1 | 4.42% | 7.36% | 9.73% | Q2 2019 | Q2 2022 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Intersect Capital LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.32% | 0.47% | 0.57% | Q4 2014 | Q4 2015 | 3 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 3 | 3 | 0.18% | 0.20% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Ally Financial Inc. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.08% | 0.21% | 0.31% | Q4 2013 | Q3 2014 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.22% | 0.34% | 0.41% | Q4 2016 | Q2 2022 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
OTTER CREEK MANAGEMENT INC | 3 | 3 | 0.63% | 1.02% | 1.24% | Q2 2013 | Q4 2013 | 3 |
American Trust Investment Advisors, LLC | 3 | 3 | 0.85% | 1.20% | 1.51% | Q1 2021 | Q3 2021 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Fullerton Fund Management Co Ltd. | 3 | 3 | 1.19% | 1.40% | 1.68% | Q1 2018 | Q3 2018 | 3 |
KMS FINANCIAL SERVICES, INC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
STEELHEAD PARTNERS LLC | 2 | 1 | 0.01% | 0.08% | 0.17% | Q1 2014 | Q4 2014 | 3 |
Ruffer LLP | 3 | 3 | 0.38% | 1.08% | 2.14% | Q1 2014 | Q3 2014 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q4 2017 | 3 |
AIA Group Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
NINE MASTS CAPITAL Ltd | 3 | 3 | 1.20% | 1.67% | 2.52% | Q4 2016 | Q2 2017 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
NKCFO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Adams Asset Advisors, LLC | 3 | 3 | 0.49% | 0.59% | 0.73% | Q4 2014 | Q2 2015 | 3 |
Lansing Street Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
swisspartners Ltd. | 3 | 3 | 1.22% | 1.30% | 1.44% | Q4 2020 | Q2 2021 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Meiji Yasuda Asset Management Co Ltd. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.31% | 0.33% | 0.35% | Q2 2018 | Q4 2018 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.43% | 0.46% | 0.49% | Q2 2018 | Q4 2018 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.04% | 0.40% | 0.79% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COWEN INC. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2014 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.02% | 0.25% | 0.69% | Q1 2014 | Q4 2018 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Fulcrum Asset Management LLP | 2 | 1 | 0.20% | 0.26% | 0.32% | Q1 2021 | Q1 2022 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
West Tower Group, LLC | 3 | 3 | 0.15% | 1.14% | 2.86% | Q1 2023 | Q3 2023 | 3 |
Bocage Capital, LLC | 2 | 1 | 2.91% | 6.48% | 12.87% | Q4 2015 | Q4 2016 | 3 |
SPINNAKER CAPITAL LTD | 3 | 3 | 29.11% | 44.21% | 71.36% | Q4 2020 | Q2 2021 | 3 |
Emerging Variant Capital Management LP | 2 | 1 | 1.08% | 3.61% | 7.89% | Q1 2022 | Q4 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Merchants' Gate Capital LP | 3 | 3 | 0.47% | 0.69% | 0.95% | Q2 2013 | Q4 2013 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q1 2019 | Q3 2019 | 3 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2014 | Q3 2014 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2022 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.81% | 1.60% | 2.20% | Q4 2017 | Q1 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q4 2013 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.49% | 0.59% | 0.69% | Q1 2021 | Q2 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Li Winifred I | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
L & S Advisors Inc | 1 | 1 | 0.15% | 0.73% | 1.30% | Q3 2013 | Q2 2021 | 2 |
Zions Trust, National Association | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
EVEREST CAPITAL LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q1 2013 | Q2 2013 | 2 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 2 |
Asio Capital, LLC | 2 | 2 | 0.37% | 0.46% | 0.54% | Q2 2021 | Q3 2021 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WESTPAC BANKING CORP | 1 | 1 | 0.06% | 0.10% | 0.15% | Q3 2014 | Q4 2018 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2013 | Q4 2013 | 2 |
S.A.C. GLOBAL INVESTORS, LLP | 2 | 2 | 0.10% | 0.22% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.10% | 0.12% | 0.13% | Q2 2014 | Q3 2015 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
JB Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.70% | 0.78% | 0.85% | Q2 2020 | Q2 2021 | 2 |
TLS Advisors LLC | 2 | 2 | 4.69% | 5.92% | 7.16% | Q2 2023 | Q3 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Amida Capital Management II, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2013 | Q2 2013 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Solel Partners LP | 2 | 2 | 1.62% | 2.29% | 2.96% | Q4 2019 | Q1 2020 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.20% | 0.24% | Q1 2013 | Q2 2013 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.42% | 0.45% | 0.48% | Q2 2021 | Q1 2022 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q1 2015 | Q2 2015 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.17% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Cannell & Co. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Saltoro Capital, LP | 1 | 1 | 0.29% | 0.32% | 0.35% | Q4 2020 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.17% | 0.24% | Q1 2014 | Q4 2014 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q2 2021 | 2 |
Vollero Beach Capital Partners LLC | 2 | 2 | 0.23% | 0.34% | 0.44% | Q1 2016 | Q2 2016 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.13% | 0.27% | 0.41% | Q1 2023 | Q2 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 0.59% | 0.68% | 0.77% | Q4 2020 | Q1 2021 | 2 |
Meditor Group Ltd | 2 | 2 | 0.39% | 0.44% | 0.48% | Q2 2013 | Q3 2013 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Forward Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q3 2014 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New Capital Management LP | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q2 2018 | 2 |
DLS Capital Management, LLC | 2 | 2 | 2.44% | 2.80% | 3.15% | Q3 2014 | Q4 2014 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 2 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 2.84% | 3.62% | 4.40% | Q2 2018 | Q3 2018 | 2 |
JT Stratford LLC | 2 | 2 | 0.22% | 0.30% | 0.39% | Q2 2021 | Q3 2021 | 2 |
Hartree Partners, LP | 1 | 1 | 2.24% | 3.55% | 4.86% | Q3 2018 | Q2 2023 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cardinal Capital Management | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2014 | Q3 2014 | 2 |
MYDA Advisors LLC | 2 | 2 | 0.14% | 0.31% | 0.48% | Q4 2017 | Q1 2018 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baskin Financial Services Inc. | 2 | 2 | 0.61% | 0.75% | 0.90% | Q1 2011 | Q2 2011 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q4 2014 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.01% | 1.19% | 1.37% | Q1 2021 | Q2 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.06% | 0.28% | 0.50% | Q1 2014 | Q3 2014 | 2 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Artal Group S.A. | 1 | 1 | 0.09% | 0.17% | 0.24% | Q4 2017 | Q4 2018 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.03% | 0.09% | 0.15% | Q2 2018 | Q1 2022 | 2 |
WEALTH ADVISORS, INC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Axel Capital Management, LLC | 2 | 2 | 0.86% | 1.24% | 1.63% | Q2 2020 | Q3 2020 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.33% | 0.35% | 0.36% | Q1 2015 | Q2 2015 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 6.21% | 7.35% | 8.50% | Q4 2016 | Q2 2017 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.72% | 0.91% | 1.09% | Q4 2022 | Q1 2023 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Capula Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2020 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q1 2012 | 2 |
Warther Private Wealth, LLC | 2 | 2 | 0.29% | 0.70% | 1.11% | Q1 2022 | Q2 2022 | 2 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 2 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Brahman Capital Corp. | 1 | 1 | 0.62% | 0.90% | 1.18% | Q3 2013 | Q3 2013 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.20% | 0.29% | 0.39% | Q4 2020 | Q3 2022 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.31% | 0.37% | 0.42% | Q4 2021 | Q1 2022 | 2 |
PDT Partners, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q3 2013 | Q3 2014 | 2 |
MEAG MUNICH ERGO AssetManagement GmbH | 2 | 2 | 0.51% | 0.63% | 0.76% | Q4 2015 | Q1 2016 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2013 | 2 |
CHEMICAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Vontobel Swiss Wealth Advisors AG | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.05% | 0.17% | 0.29% | Q1 2017 | Q2 2017 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q2 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q4 2014 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.23% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 2 |
LGT CAPITAL PARTNERS LTD. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2014 | Q3 2014 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BANCED CORP | 2 | 2 | 0.34% | 0.39% | 0.45% | Q2 2013 | Q3 2013 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.21% | 0.28% | 0.35% | Q2 2021 | Q1 2022 | 2 |
Deuterium Capital Management, LLC | 1 | 1 | 0.32% | 0.45% | 0.57% | Q3 2022 | Q3 2023 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q3 2018 | Q4 2018 | 2 |
FLOSSBACH VON STORCH AG | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 1.33% | 1.35% | 1.37% | Q4 2022 | Q1 2023 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.47% | 0.55% | 0.64% | Q3 2013 | Q1 2014 | 2 |
Bleakley Financial Group, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 2 |
PointState Capital LP | 1 | 1 | 0.48% | 0.54% | 0.60% | Q4 2021 | Q4 2022 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.40% | 0.40% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Weaver C. Barksdale & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q3 2014 | Q1 2017 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2021 | Q4 2021 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Triumph Capital Management | 1 | 1 | 0.11% | 0.21% | 0.31% | Q4 2021 | Q4 2022 | 2 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 0.75% | 1.46% | 2.17% | Q3 2017 | Q3 2017 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Sloane Robinson LLP | 1 | 1 | 1.83% | 2.33% | 2.83% | Q4 2018 | Q3 2020 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q3 2021 | Q4 2021 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2013 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TB Alternative Assets Ltd. | 1 | 1 | 0.12% | 0.18% | 0.24% | Q2 2019 | Q1 2020 | 2 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2020 | 2 |
HighTower Trust Company, N.A. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q2 2022 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
3G Capital Partners | 1 | 1 | 0.86% | 1.13% | 1.39% | Q3 2017 | Q3 2018 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MU Investments Co., Ltd. | 2 | 2 | 1.44% | 1.68% | 1.93% | Q2 2013 | Q3 2013 | 2 |
CHELSEA COUNSEL CO | 1 | 1 | 0.05% | 0.09% | 0.14% | Q3 2013 | Q2 2017 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2018 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 2 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q3 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2023 | Q3 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.49% | 0.52% | 0.55% | Q2 2018 | Q3 2018 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Artha Capital Management, Inc. | 1 | 1 | 3.54% | 10.99% | 18.45% | Q1 2013 | Q3 2013 | 2 |
Ronit Capital LLP | 2 | 2 | 0.11% | 0.92% | 1.74% | Q4 2020 | Q1 2021 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.38% | 0.57% | 0.75% | Q4 2013 | Q2 2014 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Summit Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Investidor Profissional Gestao de Recursos Ltda. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 4.15% | 4.15% | 4.15% | Q1 2021 | Q1 2021 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIG Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Amerigo Asset Management | 1 | 1 | 10.20% | 10.20% | 10.20% | Q1 2017 | Q1 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Seelaus Asset Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Point Break Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2021 | Q1 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
P&S Credit Management, L.P. | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Aravt Global | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2015 | Q2 2015 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2013 | Q2 2013 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 11.97% | 11.97% | 11.97% | Q2 2014 | Q2 2014 | 1 |
LMR Partners LLP | 1 | 1 | 4.64% | 4.64% | 4.64% | Q1 2017 | Q1 2017 | 1 |
400 Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Anson Funds Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
Venor Capital Management LP | 1 | 1 | 8.44% | 8.44% | 8.44% | Q1 2018 | Q1 2018 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2013 | Q2 2013 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Regal Partners Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
EJF Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHANNING GLOBAL ADVISORS, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q2 2022 | Q2 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Gemsstock Ltd. | 1 | 1 | 10.49% | 10.49% | 10.49% | Q1 2022 | Q1 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2018 | Q2 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Diameter Capital Partners LP | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2018 | Q4 2018 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2021 | Q1 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
THOMIST CAPITAL MANAGEMENT, LP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2022 | Q4 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2023 | Q1 2023 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kavi Asset Management, LP | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2019 | Q1 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2021 | Q2 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2021 | Q1 2021 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 2.81% | 2.81% | 2.81% | Q2 2015 | Q2 2015 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Clear Sky Advisers, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2014 | Q1 2014 | 1 |
Stumpf Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 4.50% | 4.50% | 4.50% | Q3 2023 | Q3 2023 | 1 |
Thrax Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 9.67% | 9.67% | 9.67% | Q2 2021 | Q2 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Highmount Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Astrantus Ltd | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2022 | Q1 2022 | 1 |
LifePro Asset Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 2.81% | 2.81% | 2.81% | Q2 2014 | Q2 2014 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2017 | Q3 2017 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2015 | Q1 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Leap Investments LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Jenkins Wealth | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2013 | Q3 2013 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
David J Yvars Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MQS Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
INCA Investments LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2022 | Q2 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
COMMONFUND ASSET MANAGEMENT CO INC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2013 | Q2 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
REDW Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Alpha Wave Global, LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Innova Wealth Partners | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alden Global Capital LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2016 | Q1 2016 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2020 | Q4 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2021 | Q2 2021 | 1 |
Forge First Asset Management Inc. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2022 | Q4 2022 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DEERE & CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2020 | Q4 2020 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prosperitas Financial LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Condire Management, LP | 1 | 1 | 4.32% | 4.32% | 4.32% | Q2 2021 | Q2 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 4.78% | 4.78% | 4.78% | Q1 2023 | Q1 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Invictus RG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2016 | Q2 2016 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Golden State Equity Partners | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2015 | Q2 2015 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Tyrian Investments, L.P. | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2016 | Q2 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2009 | Q4 2009 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2014 | Q2 2014 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2014 | Q2 2014 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2019 | Q1 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Plymouth Lane Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2014 | Q4 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2019 | Q1 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vermillion Asset Management LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2013 | Q2 2013 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIM Asset Management (HK) Ltd | 1 | 1 | 8.85% | 8.85% | 8.85% | Q4 2018 | Q4 2018 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own VALE S A or have owned VALE S A in the past.