Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 72 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 63 |
Cutler Group LLC / CA | 20 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 50 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 47 |
PEAK6 Investments LLC | 10 | 4 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 37 |
BARCLAYS PLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 36 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 31 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 31 |
Jefferies Group LLC | 9 | 2 | 0.00% | 0.03% | 0.24% | Q4 2016 | Q3 2022 | 31 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 17 | 11 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
GABELLI FUNDS LLC | 29 | 29 | 0.00% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
PRICE T ROWE ASSOCIATES INC /MD/ | 29 | 29 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Diligent Investors, LLC | 29 | 29 | 0.21% | 0.38% | 0.78% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
SEI INVESTMENTS CO | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FEDERATED HERMES, INC. | 27 | 1 | 0.00% | 0.01% | 0.13% | Q3 2016 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.01% | 0.12% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 28 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
FMR LLC | 21 | 7 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 28 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
FIRST TRUST ADVISORS LP | 24 | 4 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PRINCIPAL FINANCIAL GROUP INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 27 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Tensile Capital Management | 27 | 27 | 4.58% | 8.94% | 11.96% | Q1 2017 | Q3 2023 | 27 |
Boston Partners | 27 | 27 | 0.00% | 0.19% | 0.45% | Q1 2017 | Q3 2023 | 27 |
LORD, ABBETT & CO. LLC | 27 | 27 | 0.06% | 0.26% | 0.62% | Q1 2017 | Q3 2023 | 27 |
GUGGENHEIM CAPITAL LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
JANUS HENDERSON GROUP PLC | 26 | 1 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 27 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 27 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
SHELTON CAPITAL MANAGEMENT | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Winch Advisory Services, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
GATEWAY INVESTMENT ADVISERS LLC | 26 | 26 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
TEXAS PERMANENT SCHOOL FUND CORP | 26 | 26 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 26 |
QUADRANT CAPITAL GROUP LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 26 | 0.07% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 26 |
D. E. Shaw & Co., Inc. | 26 | 26 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
FRANKLIN RESOURCES INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
TRUIST FINANCIAL CORP | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
CITY HOLDING CO | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Keeley-Teton Advisors, LLC | 26 | 26 | 0.16% | 0.26% | 0.47% | Q2 2017 | Q3 2023 | 26 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.03% | 0.16% | Q3 2016 | Q3 2023 | 26 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 26 | 26 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Louisiana State Employees Retirement System | 26 | 26 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
AMALGAMATED BANK | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Arizona State Retirement System | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
ProShare Advisors LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NJ State Employees Deferred Compensation Plan | 26 | 26 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Swiss National Bank | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
ADVISORY RESEARCH INC | 16 | 1 | 0.02% | 0.99% | 2.75% | Q3 2016 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Utah Retirement Systems | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Sapience Investments, LLC | 26 | 26 | 0.07% | 0.86% | 1.93% | Q4 2016 | Q1 2023 | 26 |
PRUDENTIAL FINANCIAL INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Retirement Systems of Alabama | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
DIMENSIONAL FUND ADVISORS LP | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
NISA INVESTMENT ADVISORS, LLC | 26 | 26 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Bollard Group LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
GAMCO INVESTORS, INC. ET AL | 26 | 26 | 0.05% | 0.25% | 0.33% | Q2 2017 | Q3 2023 | 26 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
SECURIAN ASSET MANAGEMENT, INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
NORGES BANK | 26 | 26 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q4 2022 | 26 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
Fruth Investment Management | 26 | 26 | 0.09% | 0.11% | 0.13% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
AMERICAN CENTURY COMPANIES INC | 12 | 3 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 25 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 20 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 9 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 25 |
COMERICA BANK | 23 | 2 | 0.00% | 0.05% | 0.20% | Q2 2017 | Q3 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 5 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
GLENMEDE TRUST CO NA | 11 | 6 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Newport Trust Company, LLC | 24 | 24 | 0.15% | 0.19% | 0.24% | Q4 2017 | Q3 2023 | 24 |
VICTORY CAPITAL MANAGEMENT INC | 24 | 24 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 24 |
PANAGORA ASSET MANAGEMENT INC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WINTON GROUP Ltd | 24 | 24 | 0.02% | 0.12% | 0.23% | Q2 2017 | Q1 2023 | 24 |
South Dakota Investment Council | 24 | 24 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2023 | 24 |
FIL Ltd | 16 | 8 | 0.00% | 0.09% | 0.35% | Q2 2017 | Q3 2023 | 24 |
LAZARD ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 24 |
PROFUND ADVISORS LLC | 12 | 11 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.16% | 0.34% | Q4 2016 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 12 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 20 | 2 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 16 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 22 |
REGENTATLANTIC CAPITAL LLC | 22 | 22 | 0.03% | 0.07% | 0.14% | Q2 2017 | Q3 2022 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 22 |
EATON VANCE MANAGEMENT | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2022 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2022 | 22 |
Renaissance Technologies | 18 | 4 | 0.00% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 22 |
BURNEY CO/ | 12 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 21 |
MCF Advisors LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Engineers Gate Manager LP | 7 | 2 | 0.01% | 0.11% | 0.28% | Q1 2017 | Q3 2023 | 21 |
Pacer Advisors, Inc. | 8 | 3 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 21 |
MAI Capital Management | 11 | 10 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2021 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 8 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2023 | 20 |
SCHWARTZ INVESTMENT COUNSEL INC | 20 | 20 | 0.22% | 0.73% | 1.71% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Gemmer Asset Management LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
WASATCH ADVISORS LP | 20 | 20 | 0.16% | 1.03% | 1.51% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Factorial Partners, LLC | 20 | 20 | 0.54% | 1.08% | 1.59% | Q4 2017 | Q3 2022 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q4 2022 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Roble, Belko & Company, Inc | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2021 | 19 |
CHARTWELL INVESTMENT PARTNERS, LLC | 11 | 8 | 0.04% | 0.09% | 0.26% | Q3 2017 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 18 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q2 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AQR Capital Management | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
KBC Group NV | 16 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q4 2021 | 18 |
Freshford Capital Management, LLC | 17 | 17 | 0.33% | 4.01% | 6.12% | Q2 2019 | Q2 2023 | 18 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 17 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
Verition Fund Management LLC | 13 | 2 | 0.00% | 0.03% | 0.19% | Q1 2017 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Holocene Advisors, LP | 7 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
PHILADELPHIA TRUST CO | 13 | 4 | 0.31% | 0.72% | 1.52% | Q4 2016 | Q3 2023 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2022 | 16 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.15% | 1.40% | Q3 2016 | Q2 2023 | 16 |
Personal Capital Advisors Corp | 16 | 16 | 0.00% | 0.17% | 0.30% | Q2 2018 | Q1 2022 | 16 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 16 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 16 | 0.08% | 0.35% | 0.97% | Q4 2019 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q2 2023 | 16 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 12 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 15 |
Douglass Winthrop Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2020 | 15 |
MGO ONE SEVEN LLC | 13 | 2 | 0.00% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LSV ASSET MANAGEMENT | 15 | 15 | 0.00% | 0.11% | 0.30% | Q1 2019 | Q3 2022 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
Aperio Group, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 15 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 15 |
FULLER & THALER ASSET MANAGEMENT, INC. | 14 | 1 | 0.00% | 0.15% | 0.27% | Q3 2017 | Q3 2023 | 15 |
Burgundy Asset Management Ltd. | 15 | 15 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q2 2022 | 15 |
Spark Investment Management LLC | 15 | 15 | 0.06% | 0.64% | 2.03% | Q3 2016 | Q1 2020 | 15 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q2 2023 | 15 |
LOOMIS SAYLES & CO L P | 15 | 15 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2020 | 15 |
Close Asset Management Ltd | 15 | 15 | 0.00% | 0.03% | 0.48% | Q2 2017 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MASON STREET ADVISORS, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2020 | 15 |
BANK OF NOVA SCOTIA | 8 | 6 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 14 |
LS Investment Advisors, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 14 |
Paloma Partners Management Co | 9 | 1 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q2 2022 | 14 |
BROWN BROTHERS HARRIMAN & CO | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Capital Research Global Investors | 14 | 14 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q4 2020 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Bruce & Co., Inc. | 14 | 14 | 0.21% | 0.30% | 0.37% | Q2 2017 | Q3 2020 | 14 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q3 2022 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
LPL Financial LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
Foyston, Gordon, & Payne Inc | 7 | 7 | 0.31% | 1.61% | 3.35% | Q2 2018 | Q2 2022 | 14 |
Stonebridge Capital Advisors LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
Versant Capital Management, Inc | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Westchester Capital Management, LLC | 6 | 1 | 0.01% | 0.24% | 0.62% | Q3 2016 | Q1 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 13 |
Employees Retirement System of Texas | 13 | 13 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q4 2019 | 13 |
SCHARF INVESTMENTS, LLC | 13 | 13 | 2.11% | 3.85% | 4.86% | Q3 2020 | Q3 2023 | 13 |
ARROW FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
WINMILL & CO. INC | 13 | 13 | 0.91% | 1.19% | 1.50% | Q3 2019 | Q3 2022 | 13 |
ExodusPoint Capital Management, LP | 7 | 6 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q2 2023 | 13 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
AGF Investments LLC | 9 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q4 2021 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
HUSSMAN STRATEGIC ADVISORS, INC. | 13 | 13 | 0.08% | 0.35% | 0.64% | Q4 2019 | Q4 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.06% | 0.10% | 0.24% | Q2 2017 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
M&T BANK CORP | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 10 | 3 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q2 2023 | 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 1 | 0.01% | 0.07% | 0.25% | Q3 2016 | Q4 2022 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.06% | 0.26% | Q2 2018 | Q3 2023 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 13 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.18% | 0.42% | Q4 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 13 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2023 | 13 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q1 2023 | 12 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.07% | 0.36% | Q4 2016 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 12 |
Epoch Investment Partners, Inc. | 12 | 12 | 0.06% | 0.12% | 0.19% | Q3 2016 | Q2 2019 | 12 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 12 |
BOYS ARNOLD & CO INC | 12 | 12 | 0.09% | 0.14% | 0.18% | Q2 2017 | Q1 2020 | 12 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 12 | 12 | 0.14% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
State of Tennessee, Treasury Department | 8 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 12 |
GOLDEN GATE PRIVATE EQUITY, INC. | 12 | 12 | 1.92% | 2.91% | 4.26% | Q3 2017 | Q2 2020 | 12 |
SHAPIRO CAPITAL MANAGEMENT LLC | 12 | 12 | 1.32% | 2.39% | 3.22% | Q2 2017 | Q1 2020 | 12 |
COMMERCE BANK | 12 | 12 | 0.14% | 0.31% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.06% | 0.41% | Q3 2016 | Q4 2021 | 12 |
Intellectus Partners, LLC | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 12 |
SCOPUS ASSET MANAGEMENT, L.P. | 10 | 1 | 0.01% | 0.34% | 0.82% | Q1 2020 | Q1 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Stokes Family Office, LLC | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Stillwater Capital Advisors, LLC | 11 | 11 | 0.10% | 0.15% | 0.25% | Q2 2017 | Q4 2019 | 11 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 11 | 11 | 0.01% | 1.75% | 2.62% | Q3 2016 | Q1 2019 | 11 |
Cipher Capital LP | 8 | 1 | 0.02% | 0.20% | 0.40% | Q2 2017 | Q1 2021 | 11 |
MACKENZIE FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 11 |
Inspire Investing, LLC | 9 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 11 |
Asset Management One Co., Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
DEAN INVESTMENT ASSOCIATES, LLC | 10 | 1 | 0.11% | 0.52% | 0.87% | Q4 2017 | Q1 2021 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
First Command Bank | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
APG Asset Management N.V. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2022 | 11 |
Hartford Financial Management Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Alberta Investment Management Corp | 7 | 4 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 11 |
CIBC Asset Management Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 11 |
Skandinaviska Enskilda Banken AB (publ) | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 8 | 3 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q4 2023 | 11 |
Meridian Wealth Management, LLC | 10 | 1 | 0.01% | 0.21% | 0.38% | Q2 2019 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Municipal Employees' Retirement System of Michigan | 6 | 5 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 11 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 10 |
&PARTNERS | 10 | 10 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 10 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Illinois Municipal Retirement Fund | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Dean Capital Management | 10 | 10 | 0.38% | 0.96% | 1.69% | Q4 2018 | Q1 2021 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
TEACHERS ADVISORS, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2019 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Aryeh Capital Management Ltd. | 10 | 10 | 9.90% | 12.29% | 13.92% | Q4 2020 | Q1 2023 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
TDAM USA INC. | 10 | 10 | 0.05% | 0.08% | 0.12% | Q3 2016 | Q4 2018 | 10 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.13% | 0.29% | Q1 2019 | Q3 2023 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q1 2019 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 10 |
Elkfork Partners LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 10 |
FORT, L.P. | 10 | 10 | 0.02% | 0.57% | 1.21% | Q4 2017 | Q1 2020 | 10 |
Penn Capital Management Company, LLC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q3 2016 | Q4 2018 | 10 |
Gotham Asset Management, LLC | 8 | 2 | 0.01% | 0.05% | 0.21% | Q1 2020 | Q3 2023 | 10 |
Meadow Creek Investment Management LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
First Command Financial Services, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 6 | 4 | 0.01% | 0.09% | 0.18% | Q2 2017 | Q4 2019 | 10 |
OAKBROOK INVESTMENTS LLC | 6 | 4 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q4 2019 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.56% | 1.23% | Q3 2018 | Q2 2023 | 10 |
Glen Harbor Capital Management LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2023 | 10 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.21% | 0.68% | Q1 2019 | Q2 2023 | 10 |
Neuburgh Advisers LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 10 |
CAPITAL INSIGHT PARTNERS, LLC | 10 | 10 | 0.48% | 0.55% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
ArrowMark Colorado Holdings LLC | 5 | 4 | 0.00% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 9 |
STOCK YARDS BANK & TRUST CO | 5 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 9 |
Violich Capital Management, Inc. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 9 |
SYNOVUS FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
Hilton Capital Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 9 |
SNYDER CAPITAL MANAGEMENT L P | 9 | 9 | 0.55% | 0.74% | 0.95% | Q3 2021 | Q3 2023 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 9 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q2 2019 | 9 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 9 |
State of Wyoming | 8 | 1 | 0.01% | 0.09% | 0.37% | Q1 2021 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 5 | 1 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q2 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
EVERETT HARRIS & CO /CA/ | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
PUTNAM INVESTMENTS LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 9 |
Sciencast Management LP | 6 | 1 | 0.04% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 9 |
ALLSTATE CORP | 4 | 2 | 0.01% | 0.13% | 0.37% | Q3 2016 | Q4 2021 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
AlphaMark Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mawer Investment Management Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
Sowell Financial Services LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2021 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.21% | 0.77% | 1.11% | Q4 2021 | Q4 2023 | 8 |
Walthausen & Co., LLC | 5 | 1 | 0.62% | 0.76% | 1.12% | Q1 2018 | Q3 2022 | 8 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
World Asset Management Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 8 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 8 |
Virtus ETF Advisers LLC | 8 | 8 | 0.27% | 0.63% | 0.89% | Q1 2021 | Q4 2022 | 8 |
Ethic Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
CSS LLC/IL | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2023 | 8 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 3 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q1 2023 | 8 |
Patten Group, Inc. | 8 | 8 | 0.09% | 0.35% | 0.55% | Q2 2017 | Q1 2019 | 8 |
Zurich Insurance Group Ltd/FI | 7 | 1 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q2 2022 | 8 |
OppenheimerFunds, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Hawk Ridge Capital Management | 8 | 8 | 1.95% | 3.01% | 4.12% | Q1 2021 | Q4 2022 | 8 |
CAMBIAR INVESTORS LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q3 2017 | Q2 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Omega Advisors Inc. | 8 | 8 | 0.27% | 1.24% | 2.09% | Q3 2016 | Q2 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
STRS OHIO | 7 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q2 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.10% | 0.19% | Q4 2016 | Q4 2018 | 8 |
ETRADE Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
ING GROEP NV | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 2 | 0.03% | 0.16% | 0.35% | Q2 2017 | Q1 2020 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.28% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
CENTRAL BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EVR Research LP | 7 | 7 | 1.94% | 3.79% | 5.23% | Q1 2021 | Q3 2022 | 7 |
Nokota Management, LP | 7 | 7 | 0.19% | 0.76% | 1.56% | Q3 2016 | Q1 2018 | 7 |
LVZ, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SYMONS CAPITAL MANAGEMENT INC | 7 | 7 | 0.17% | 0.25% | 0.31% | Q1 2020 | Q3 2021 | 7 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 3 | 0.29% | 0.83% | 1.32% | Q3 2016 | Q1 2021 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.16% | 0.48% | Q3 2019 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q1 2018 | 7 |
Capital International Investors | 7 | 7 | 0.00% | 0.07% | 0.10% | Q3 2018 | Q1 2020 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Veritable, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2022 | 7 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
VAN ECK ASSOCIATES CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Glenview Capital Management | 7 | 7 | 1.12% | 2.05% | 2.92% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 7 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 7 |
DENALI ADVISORS LLC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Channing Capital Management, LLC | 7 | 7 | 0.26% | 0.37% | 0.43% | Q2 2017 | Q4 2018 | 7 |
FIRST QUADRANT LLC/CA | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2020 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.12% | 0.37% | 0.79% | Q1 2018 | Q3 2023 | 7 |
L. Roy Papp & Associates, LLP | 6 | 1 | 0.05% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 7 |
6 Meridian | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 7 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.02% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 7 |
Allspring Global Investments Holdings, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
DEPRINCE RACE & ZOLLO INC | 7 | 7 | 0.20% | 0.53% | 0.74% | Q2 2018 | Q4 2019 | 7 |
Brave Warrior Advisors | 7 | 7 | 4.78% | 7.41% | 8.91% | Q1 2021 | Q3 2022 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.98% | 1.18% | 1.57% | Q1 2022 | Q3 2023 | 7 |
Champlain Investment Partners, LLC | 6 | 6 | 0.44% | 0.66% | 0.78% | Q1 2018 | Q2 2019 | 6 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q4 2022 | 6 |
Aurora Investment Counsel | 6 | 6 | 0.49% | 1.14% | 1.42% | Q1 2021 | Q2 2022 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Berman Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
Eos Focused Equity Management, L.P. | 6 | 6 | 1.53% | 4.00% | 6.21% | Q3 2016 | Q4 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2018 | 6 |
BESSEMER GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 3 | 1 | 0.14% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 6 |
Zions Bancorporation | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.23% | 0.29% | 0.33% | Q3 2021 | Q4 2022 | 6 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
PDT Partners, LLC | 6 | 6 | 0.07% | 0.16% | 0.22% | Q4 2018 | Q1 2020 | 6 |
Virtus Fund Advisers, LLC | 6 | 6 | 0.21% | 0.42% | 0.56% | Q3 2016 | Q4 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2019 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.03% | 0.10% | 0.40% | Q2 2017 | Q3 2018 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
INTREPID CAPITAL MANAGEMENT INC | 6 | 6 | 1.20% | 2.13% | 2.80% | Q2 2022 | Q3 2023 | 6 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2020 | 6 |
Stone Ridge Asset Management LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q2 2020 | 6 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Atria Investments, Inc | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NATIXIS | 2 | 1 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q4 2022 | 6 |
Callodine Capital Management, LP | 3 | 3 | 0.95% | 1.86% | 2.61% | Q2 2020 | Q3 2022 | 6 |
Smithfield Trust Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.08% | 0.25% | 0.53% | Q3 2016 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 6 |
CHICAGO TRUST Co NA | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Taylor Wealth Management Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
BAHL & GAYNOR INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Wakefield Asset Management LLLP | 6 | 6 | 0.28% | 0.31% | 0.36% | Q2 2020 | Q3 2021 | 6 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 6 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 4 | 1 | 0.04% | 1.47% | 5.25% | Q2 2020 | Q2 2022 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Liberty Mutual Group Asset Management Inc. | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2018 | 6 |
HG Vora Capital Management, LLC | 5 | 1 | 2.13% | 6.72% | 9.56% | Q2 2019 | Q1 2021 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.14% | 0.33% | Q2 2017 | Q3 2022 | 6 |
Folger Hill Asset Management LP | 5 | 5 | 0.23% | 0.34% | 0.42% | Q1 2017 | Q1 2018 | 5 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vestcor Inc | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q4 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 5 |
Financial Advantage, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
IMPAX ASSET MANAGEMENT LLC | 5 | 5 | 0.22% | 0.89% | 1.26% | Q2 2017 | Q2 2018 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
DUALITY ADVISERS, LP | 3 | 2 | 0.09% | 0.16% | 0.19% | Q3 2020 | Q3 2022 | 5 |
LUMINUS MANAGEMENT LLC | 3 | 2 | 0.05% | 0.27% | 0.58% | Q3 2016 | Q3 2022 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.04% | 0.08% | 0.15% | Q4 2021 | Q4 2022 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
South Street Advisors LLC | 5 | 5 | 0.70% | 2.12% | 3.36% | Q4 2016 | Q4 2017 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
apricus wealth, LLC | 5 | 5 | 0.42% | 0.68% | 1.12% | Q4 2021 | Q4 2022 | 5 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.09% | 0.22% | Q3 2016 | Q2 2023 | 5 |
Parkwood LLC | 5 | 5 | 0.74% | 0.99% | 1.14% | Q3 2021 | Q3 2022 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q2 2022 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q4 2019 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 5 |
VIKING GLOBAL INVESTORS LP | 5 | 5 | 0.68% | 1.01% | 1.21% | Q3 2022 | Q3 2023 | 5 |
Junto Capital Management LP | 5 | 5 | 0.79% | 1.01% | 1.35% | Q3 2022 | Q3 2023 | 5 |
GoldenTree Asset Management | 3 | 2 | 1.10% | 2.36% | 4.36% | Q4 2016 | Q3 2020 | 5 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2021 | 5 |
Shay Capital LLC | 4 | 4 | 0.01% | 0.20% | 0.42% | Q4 2020 | Q3 2021 | 5 |
Twin Tree Management, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Stormborn Capital Management, LLC | 5 | 5 | 2.61% | 5.39% | 7.50% | Q4 2021 | Q4 2022 | 5 |
WADE G W & INC | 3 | 2 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 5 |
AVIVA PLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q4 2021 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 5 |
Nationwide Fund Advisors | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Sageworth Trust Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 5 |
Marshall Wace North America L.P. | 3 | 2 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q2 2021 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NN Investment Partners Holdings N.V. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.14% | 0.47% | 0.85% | Q1 2017 | Q4 2017 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Blue Sky Asset Management, LLC | 4 | 4 | 0.36% | 0.62% | 0.72% | Q2 2018 | Q1 2019 | 4 |
HEARTLAND ADVISORS INC | 4 | 4 | 0.50% | 0.70% | 0.79% | Q2 2017 | Q1 2018 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Crestline Management, LP | 3 | 1 | 0.16% | 0.24% | 0.32% | Q2 2017 | Q4 2018 | 4 |
CIGNA INVESTMENTS INC /NEW | 4 | 4 | 0.05% | 0.06% | 0.09% | Q1 2017 | Q4 2017 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
GAM Holding AG | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.01% | 0.15% | 0.29% | Q4 2017 | Q2 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 4 |
TimesSquare Capital Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.23% | Q3 2016 | Q2 2017 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 4 |
MENTA CAPITAL LLC | 2 | 1 | 0.06% | 0.15% | 0.28% | Q3 2017 | Q1 2019 | 4 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q1 2019 | 4 |
Lapides Asset Management, LLC | 3 | 1 | 0.14% | 0.26% | 0.40% | Q4 2018 | Q1 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
AHL Partners LLP | 2 | 2 | 0.02% | 0.05% | 0.14% | Q4 2016 | Q4 2017 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.03% | 0.15% | 0.29% | Q4 2018 | Q2 2023 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.06% | 0.10% | 0.15% | Q2 2021 | Q1 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 4 |
Brandywine Global Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2022 | 4 |
VELA Investment Management, LLC | 4 | 4 | 0.39% | 0.66% | 0.87% | Q4 2022 | Q3 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.11% | 0.27% | Q3 2016 | Q3 2017 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q2 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 4 |
Farmers National Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 1 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q4 2018 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.18% | 0.22% | 0.31% | Q3 2018 | Q2 2019 | 4 |
QVIDTVM Management LLC | 4 | 4 | 7.77% | 8.70% | 9.84% | Q4 2021 | Q3 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Artemis Investment Management LLP | 3 | 1 | 0.38% | 0.43% | 0.52% | Q3 2016 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Interval Partners, LP | 4 | 4 | 0.29% | 0.55% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alua Capital Management LP | 4 | 4 | 4.55% | 5.44% | 6.07% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
DekaBank Deutsche Girozentrale | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
CLEAR STREET MARKETS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 4 |
PEAK6 Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2018 | 3 |
JANA PARTNERS LLC | 2 | 1 | 0.43% | 1.35% | 3.11% | Q3 2016 | Q3 2021 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
MASON CAPITAL MANAGEMENT LLC | 3 | 3 | 8.42% | 10.66% | 13.65% | Q4 2021 | Q2 2022 | 3 |
Lafitte Capital Management LP | 3 | 3 | 2.74% | 3.53% | 4.96% | Q3 2016 | Q1 2017 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 0.29% | 0.52% | 0.94% | Q1 2020 | Q3 2020 | 3 |
Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2020 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Yaupon Capital Management LP | 3 | 3 | 1.44% | 2.17% | 3.12% | Q4 2021 | Q2 2022 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 0.53% | 0.64% | 0.72% | Q2 2020 | Q4 2020 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
BRISTOL JOHN W & CO INC /NY/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.08% | 0.14% | 0.20% | Q2 2022 | Q2 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Polianta Ltd | 2 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q3 2020 | 3 |
Weiss Asset Management LP | 3 | 3 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Versor Investments LP | 1 | 1 | 0.01% | 0.07% | 0.17% | Q2 2022 | Q2 2023 | 3 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 3 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q4 2017 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Machina Capital S.A.S. | 3 | 3 | 0.04% | 0.10% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Amundi | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
ETF MANAGERS GROUP, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
PineBridge Investments, L.P. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PCJ Investment Counsel Ltd. | 3 | 3 | 0.66% | 0.82% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Daniel Devine & Co | 3 | 3 | 0.54% | 0.57% | 0.64% | Q2 2017 | Q4 2017 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q1 2019 | 3 |
Apertura Capital, LLC | 2 | 1 | 0.60% | 0.98% | 1.57% | Q3 2016 | Q2 2017 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
D1 Capital Partners L.P. | 3 | 3 | 0.50% | 1.30% | 1.88% | Q1 2023 | Q3 2023 | 3 |
Hanlon Investment Management, Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2021 | Q1 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.04% | 0.14% | 0.32% | Q3 2022 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 3 |
Cypress Capital Management LLC (WY) | 2 | 1 | 0.00% | 0.88% | 1.38% | Q4 2021 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q1 2021 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 3 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 3 |
Perkins Investment Management, LLC | 3 | 3 | 0.08% | 0.67% | 1.08% | Q3 2016 | Q1 2017 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q4 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
ZWJ INVESTMENT COUNSEL INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.52% | 0.58% | 0.65% | Q3 2021 | Q1 2022 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
ROYCE & ASSOCIATES LP | 2 | 1 | 0.00% | 0.09% | 0.23% | Q2 2020 | Q3 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.04% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 3 |
TOMS Capital Investment Management LP | 1 | 1 | 1.07% | 6.24% | 16.44% | Q4 2022 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 3 |
Appian Way Asset Management LP | 1 | 1 | 3.18% | 5.19% | 9.06% | Q2 2020 | Q1 2023 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 3 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.06% | 0.14% | Q3 2017 | Q3 2018 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 3 | 0.22% | 0.38% | 0.46% | Q1 2022 | Q3 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 0.27% | 1.13% | 1.60% | Q2 2022 | Q4 2022 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 3 |
ROCKLAND TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.23% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q2 2023 | 3 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.52% | 0.60% | 0.69% | Q4 2021 | Q1 2022 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CX Institutional | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q4 2021 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Three Corner Global Investors LP | 2 | 2 | 2.31% | 2.92% | 3.54% | Q3 2016 | Q4 2016 | 2 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2021 | 2 |
Sculptor Capital LP | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2016 | Q4 2016 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 2 |
Lorber David A | 1 | 1 | 0.83% | 0.90% | 0.97% | Q4 2016 | Q2 2017 | 2 |
Forest Avenue Capital Management LP | 2 | 2 | 3.93% | 5.28% | 6.62% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marathon Partners Equity Management, LLC | 2 | 2 | 1.17% | 1.48% | 1.80% | Q2 2022 | Q3 2022 | 2 |
EAM Investors, LLC | 1 | 1 | 0.25% | 0.30% | 0.35% | Q2 2021 | Q2 2023 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Connacht Asset Management LP | 2 | 2 | 0.24% | 0.37% | 0.50% | Q1 2023 | Q2 2023 | 2 |
12 West Capital Management LP | 2 | 2 | 2.67% | 2.80% | 2.94% | Q4 2022 | Q1 2023 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Kinetic Partners Management, LP | 2 | 2 | 4.35% | 4.35% | 4.36% | Q2 2023 | Q3 2023 | 2 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q2 2023 | 2 |
Blackstone Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q2 2023 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Invenomic Capital Management LP | 2 | 2 | 1.02% | 1.23% | 1.45% | Q1 2020 | Q2 2020 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.22% | 0.31% | 0.40% | Q2 2018 | Q4 2018 | 2 |
FrontFour Capital Group LLC | 1 | 1 | 0.80% | 0.89% | 0.98% | Q4 2016 | Q2 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JS Capital Management LLC | 2 | 2 | 0.30% | 3.81% | 7.32% | Q1 2023 | Q2 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.12% | 0.21% | 0.30% | Q3 2018 | Q3 2020 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q3 2019 | Q4 2019 | 2 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2023 | 2 |
PointState Capital LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
JABODON PT CO | 2 | 2 | 2.02% | 2.55% | 3.08% | Q3 2020 | Q4 2020 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Crescent Park Management, L.P. | 2 | 2 | 0.41% | 0.45% | 0.49% | Q3 2016 | Q4 2016 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 2 |
Atom Investors LP | 2 | 2 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q1 2019 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 0.86% | 1.06% | 1.26% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.39% | 0.73% | 1.08% | Q1 2023 | Q3 2023 | 2 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.35% | 0.69% | 1.03% | Q2 2020 | Q3 2020 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.89% | 1.14% | 1.40% | Q1 2022 | Q2 2022 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2022 | 2 |
Incline Global Management LLC | 2 | 2 | 5.08% | 5.43% | 5.79% | Q3 2016 | Q4 2016 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Candlestick Capital Management LP | 2 | 2 | 1.07% | 1.12% | 1.16% | Q1 2020 | Q2 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.38% | 0.73% | 1.09% | Q3 2016 | Q4 2016 | 2 |
AJO, LP | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q4 2016 | Q1 2022 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.10% | 0.24% | 0.37% | Q1 2020 | Q2 2021 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2021 | 2 |
Rex Capital Advisors, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2017 | Q3 2017 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2020 | Q4 2022 | 2 |
Evercore Trust Company, N.A. | 2 | 2 | 0.36% | 0.39% | 0.42% | Q2 2017 | Q3 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bodenholm Capital AB | 2 | 2 | 8.65% | 8.93% | 9.21% | Q4 2016 | Q1 2017 | 2 |
Brookfield Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.28% | 0.31% | 0.34% | Q3 2016 | Q2 2022 | 2 |
Miura Global Management | 2 | 2 | 1.29% | 2.52% | 3.76% | Q3 2016 | Q4 2016 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Pertento Partners LLP | 2 | 2 | 2.82% | 3.22% | 3.61% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.43% | 0.64% | Q2 2020 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Aristides Capital LLC | 1 | 1 | 0.12% | 0.28% | 0.44% | Q4 2019 | Q3 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Centiva Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2017 | Q1 2018 | 2 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.13% | 1.33% | 1.53% | Q3 2019 | Q4 2019 | 2 |
Financial Architects, Inc | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2019 | Q4 2019 | 2 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2021 | Q1 2022 | 2 |
TIG Advisors, LLC | 1 | 1 | 0.05% | 0.11% | 0.17% | Q2 2022 | Q2 2022 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 2 |
Solel Partners LP | 1 | 1 | 0.37% | 1.94% | 3.51% | Q2 2020 | Q4 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.36% | 0.52% | 0.68% | Q2 2017 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Zimmer Partners, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2017 | Q2 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tejara Capital Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Corsair Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2016 | Q3 2016 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
59 North Capital Management, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Saturna Capital CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2016 | Q3 2016 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 2.05% | 2.05% | 2.05% | Q2 2017 | Q2 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Sendero Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BARINGS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2021 | Q4 2021 | 1 |
Nekton Capital Ltd. | 1 | 1 | 7.47% | 7.47% | 7.47% | Q2 2022 | Q2 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearline Capital LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
New Century Advisors, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Artal Group S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2023 | Q1 2023 | 1 |
Fondren Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Exane Asset Management | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2016 | Q3 2016 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2020 | Q1 2020 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2016 | Q3 2016 | 1 |
EHP Funds Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
GLG LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2016 | Q3 2016 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2016 | Q3 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ratan Capital Management LP | 1 | 1 | 7.38% | 7.38% | 7.38% | Q3 2016 | Q3 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Airain ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2016 | Q3 2016 | 1 |
Soros Fund Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Livforsakringsbolaget Skandia, Omsesidigt | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Covalis Capital LLP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2023 | Q1 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EAM Global Investors LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MIDAS MANAGEMENT CORP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2019 | Q2 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Private Ocean, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2016 | Q3 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2017 | Q2 2017 | 1 |
Sunriver Management LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2016 | Q3 2016 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2017 | Q4 2017 | 1 |
Oak Thistle LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2022 | Q4 2022 | 1 |
Islet Management, LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q4 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Columbia Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2016 | Q3 2016 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BANBURY PARTNERS LLC | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2016 | Q3 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BARR E S & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2016 | Q3 2016 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own VALVOLINE INC or have owned VALVOLINE INC in the past.