Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 98 |
Walleye Trading LLC | 39 | 39 | 0.00% | 0.04% | 0.24% | Q1 2014 | Q3 2023 | 97 |
Citadel Advisors | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.30% | Q4 2015 | Q3 2023 | 93 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 89 |
Parallax Volatility Advisers, L.P. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 86 |
GOLDMAN SACHS GROUP INC | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 81 |
JANE STREET GROUP, LLC | 32 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 80 |
D. E. Shaw & Co., Inc. | 26 | 2 | 0.00% | 0.02% | 0.22% | Q4 2013 | Q3 2023 | 79 |
WOLVERINE TRADING, LLC | 13 | 2 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 63 |
TWO SIGMA INVESTMENTS, LP | 30 | 1 | 0.00% | 0.07% | 0.39% | Q4 2013 | Q3 2023 | 60 |
Creative Planning | 33 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 58 |
MILLENNIUM MANAGEMENT LLC | 26 | 1 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 58 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.12% | 0.40% | Q3 2018 | Q3 2023 | 50 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 49 |
Squarepoint Ops LLC | 31 | 2 | 0.00% | 0.05% | 0.26% | Q2 2015 | Q3 2023 | 48 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 17 | 6 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q1 2023 | 47 |
BNP PARIBAS FINANCIAL MARKETS | 38 | 38 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q3 2023 | 47 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 34 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 46 |
Cubist Systematic Strategies, LLC | 31 | 6 | 0.00% | 0.09% | 0.55% | Q2 2014 | Q3 2023 | 45 |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 45 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.05% | 0.20% | Q4 2013 | Q3 2023 | 45 |
Twin Tree Management, LP | 19 | 1 | 0.00% | 0.04% | 0.17% | Q1 2017 | Q3 2023 | 43 |
PEAK6 Group LLC | 15 | 3 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q2 2018 | 43 |
HighTower Advisors, LLC | 15 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 42 |
Avalon Global Asset Management LLC | 38 | 38 | 0.39% | 2.86% | 5.42% | Q2 2014 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 40 | 40 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 40 | 40 | 0.00% | 0.14% | 0.63% | Q4 2013 | Q3 2023 | 40 |
TD ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 40 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 40 | 40 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.00% | 0.13% | 0.36% | Q4 2013 | Q3 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.00% | 0.02% | 0.40% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 40 | 40 | 0.08% | 0.55% | 1.06% | Q4 2013 | Q3 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 40 | 40 | 0.01% | 0.14% | 0.41% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
VANGUARD GROUP INC | 40 | 40 | 0.00% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
BlackRock Inc. | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.01% | 0.22% | 0.80% | Q4 2013 | Q3 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.00% | 0.08% | 0.36% | Q1 2014 | Q3 2023 | 39 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 15 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q2 2023 | 38 |
Swiss National Bank | 38 | 38 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.04% | 0.23% | Q3 2014 | Q3 2023 | 38 |
HMS Capital Management, LLC | 22 | 22 | 0.02% | 0.57% | 1.12% | Q4 2016 | Q1 2022 | 38 |
WELLINGTON MANAGEMENT GROUP LLP | 38 | 38 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q3 2023 | 38 |
RHUMBLINE ADVISERS | 38 | 38 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 38 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 37 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 38 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 38 | 38 | 0.00% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Invesco Ltd. | 38 | 38 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 38 |
UBS ASSET MANAGEMENT AMERICAS INC | 37 | 37 | 0.00% | 0.06% | 0.25% | Q3 2014 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 35 | 2 | 0.00% | 0.09% | 0.34% | Q4 2013 | Q3 2023 | 37 |
PRINCIPAL FINANCIAL GROUP INC | 36 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 25 | 12 | 0.00% | 0.10% | 0.38% | Q2 2014 | Q3 2023 | 37 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 37 | 37 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 37 | 37 | 0.04% | 0.07% | 0.15% | Q3 2014 | Q3 2023 | 37 |
PROFUND ADVISORS LLC | 36 | 36 | 0.02% | 0.13% | 0.28% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 36 | 36 | 0.06% | 0.30% | 0.61% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.28% | 0.64% | Q4 2014 | Q3 2023 | 36 |
TWO SIGMA ADVISERS, LP | 34 | 2 | 0.00% | 0.14% | 0.53% | Q3 2014 | Q3 2023 | 36 |
Allianz Asset Management GmbH | 30 | 1 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.02% | 1.16% | 2.28% | Q1 2015 | Q3 2023 | 35 |
BNP Paribas Asset Management Holding S.A. | 22 | 13 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 35 |
DIMENSIONAL FUND ADVISORS LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
EMERALD ADVISERS, LLC | 35 | 35 | 0.02% | 0.48% | 2.77% | Q1 2015 | Q3 2023 | 35 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
AXA S.A. | 35 | 35 | 0.01% | 0.11% | 0.38% | Q1 2015 | Q3 2023 | 35 |
GILDER GAGNON HOWE & CO LLC | 30 | 2 | 0.01% | 0.20% | 0.78% | Q4 2013 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 35 | 0.00% | 0.13% | 0.22% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 35 |
NICHOLAS COMPANY, INC. | 20 | 14 | 0.02% | 0.14% | 0.30% | Q1 2015 | Q3 2023 | 34 |
PITTENGER & ANDERSON INC | 29 | 5 | 0.00% | 0.11% | 0.53% | Q3 2014 | Q3 2023 | 34 |
GAM Holding AG | 20 | 14 | 0.00% | 0.24% | 1.07% | Q1 2014 | Q3 2022 | 34 |
Brown Capital Management | 34 | 34 | 0.54% | 4.43% | 5.68% | Q2 2015 | Q3 2023 | 34 |
PANAGORA ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.16% | 0.51% | Q4 2013 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 6 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 31 | 3 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Utah Retirement Systems | 34 | 34 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 34 | 34 | 0.01% | 0.09% | 0.21% | Q2 2015 | Q3 2023 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 7 | 0.01% | 0.10% | 0.29% | Q1 2015 | Q3 2023 | 33 |
FRED ALGER MANAGEMENT, LLC | 33 | 33 | 0.02% | 0.52% | 1.18% | Q3 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 32 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 33 |
AMALGAMATED BANK | 32 | 1 | 0.02% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 33 |
M&T BANK CORP | 30 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 33 |
MACQUARIE GROUP LTD | 23 | 2 | 0.00% | 0.04% | 0.33% | Q2 2014 | Q3 2023 | 33 |
HSBC HOLDINGS PLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 33 |
GLENMEDE TRUST CO NA | 31 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 9 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 32 |
RIVERBRIDGE PARTNERS LLC | 32 | 32 | 0.44% | 1.49% | 2.33% | Q4 2015 | Q3 2023 | 32 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 5 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2021 | 32 |
First Horizon Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 32 |
NORGES BANK | 32 | 32 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q4 2022 | 32 |
MACKENZIE FINANCIAL CORP | 19 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 32 |
CREDIT AGRICOLE S A | 15 | 1 | 0.00% | 0.06% | 0.52% | Q2 2014 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.04% | 0.44% | Q2 2016 | Q3 2023 | 32 |
ENVESTNET ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
1832 Asset Management L.P. | 20 | 1 | 0.00% | 0.10% | 0.39% | Q4 2014 | Q3 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 31 | 31 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2022 | 31 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 31 | 31 | 0.00% | 2.65% | 5.24% | Q1 2016 | Q3 2023 | 31 |
HUNTINGTON NATIONAL BANK | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
NEXT CENTURY GROWTH INVESTORS LLC | 16 | 1 | 0.01% | 0.26% | 1.00% | Q4 2013 | Q4 2021 | 30 |
DekaBank Deutsche Girozentrale | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Artisan Partners Limited Partnership | 30 | 30 | 0.06% | 1.74% | 3.51% | Q2 2016 | Q3 2023 | 30 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 30 | 30 | 0.07% | 0.43% | 1.19% | Q2 2016 | Q3 2023 | 30 |
Capital Impact Advisors, LLC | 19 | 4 | 0.00% | 0.79% | 1.82% | Q2 2014 | Q4 2022 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 30 |
Renaissance Technologies | 22 | 8 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q2 2023 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.01% | 0.23% | 0.43% | Q2 2016 | Q3 2023 | 30 |
AMERICAN CENTURY COMPANIES INC | 20 | 2 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.20% | Q1 2016 | Q1 2023 | 30 |
AQR Capital Management | 29 | 29 | 0.00% | 0.06% | 0.35% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2023 | 29 |
PRUDENTIAL FINANCIAL INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Fiera Capital Corp | 19 | 10 | 0.00% | 0.14% | 0.32% | Q2 2016 | Q3 2023 | 29 |
CANADA PENSION PLAN INVESTMENT BOARD | 29 | 29 | 0.01% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.10% | 0.26% | Q3 2016 | Q3 2023 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 26 | 1 | 0.00% | 0.26% | 0.62% | Q3 2015 | Q3 2023 | 29 |
ALPS ADVISORS INC | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Sigma Planning Corp | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 29 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 29 |
TUDOR INVESTMENT CORP ET AL | 14 | 1 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q2 2023 | 29 |
Aperio Group, LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q4 2020 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.08% | 0.38% | Q2 2014 | Q4 2021 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 28 |
Engineers Gate Manager LP | 11 | 3 | 0.02% | 0.26% | 0.70% | Q4 2015 | Q3 2023 | 28 |
Penserra Capital Management LLC | 22 | 1 | 0.00% | 0.30% | 1.38% | Q4 2015 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 26 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.81% | 1.65% | 2.64% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Nuveen Asset Management, LLC | 22 | 6 | 0.01% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.15% | 0.62% | Q2 2014 | Q2 2023 | 28 |
Asset Management One Co., Ltd. | 26 | 2 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 19 | 9 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Bell Bank | 27 | 27 | 0.07% | 0.18% | 0.29% | Q1 2017 | Q3 2023 | 27 |
BAMCO INC /NY/ | 26 | 1 | 0.00% | 0.38% | 0.69% | Q4 2013 | Q3 2023 | 27 |
GLYNN CAPITAL MANAGEMENT LLC | 27 | 27 | 1.46% | 3.56% | 5.76% | Q1 2015 | Q3 2021 | 27 |
Neuberger Berman Group LLC | 25 | 2 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 27 |
CIBC Asset Management Inc | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.03% | 0.28% | Q3 2016 | Q3 2023 | 27 |
PUTNAM INVESTMENTS LLC | 11 | 6 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.00% | 0.28% | 0.91% | Q1 2017 | Q3 2023 | 27 |
Barbara Oil Co. | 27 | 27 | 0.35% | 0.76% | 1.52% | Q1 2017 | Q3 2023 | 27 |
FDx Advisors, Inc. | 25 | 2 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 27 |
Ranger Investment Management | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER & CO INC | 22 | 5 | 0.01% | 0.04% | 0.21% | Q3 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.08% | 0.29% | 0.44% | Q1 2017 | Q3 2023 | 27 |
Gulf International Bank (UK) Ltd | 26 | 26 | 0.02% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 26 |
SHELL ASSET MANAGEMENT CO | 26 | 26 | 0.01% | 0.06% | 0.18% | Q2 2017 | Q3 2023 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.06% | 0.26% | Q4 2013 | Q3 2023 | 26 |
Nicholas Investment Partners, LP | 25 | 1 | 0.14% | 0.71% | 1.67% | Q1 2015 | Q4 2022 | 26 |
Ithaka Group | 26 | 26 | 1.37% | 3.60% | 5.32% | Q2 2017 | Q3 2023 | 26 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 26 | 0.02% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
NORDEA INVESTMENT MANAGEMENT AB | 26 | 26 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.02% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 26 |
TORONTO DOMINION BANK | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
COMERICA BANK | 24 | 2 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 26 |
KBC Group NV | 26 | 26 | 0.01% | 0.06% | 0.18% | Q2 2017 | Q3 2023 | 26 |
WESTPAC BANKING CORP | 26 | 26 | 0.01% | 0.05% | 0.16% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 26 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 26 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 26 | 0.03% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 26 |
DnB Asset Management AS | 23 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2023 | 26 |
LORD, ABBETT & CO. LLC | 13 | 1 | 0.00% | 0.14% | 0.36% | Q2 2014 | Q4 2022 | 26 |
Mitsubishi UFJ Asset Management Co., Ltd. | 26 | 26 | 0.02% | 0.09% | 0.27% | Q2 2017 | Q3 2023 | 26 |
STRS OHIO | 26 | 26 | 0.00% | 0.09% | 0.28% | Q2 2017 | Q3 2023 | 26 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.18% | 0.65% | Q3 2011 | Q3 2023 | 26 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
VALLEY NATIONAL ADVISERS INC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Robeco Institutional Asset Management B.V. | 26 | 26 | 0.00% | 0.05% | 0.15% | Q2 2017 | Q3 2023 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 26 | 0.01% | 0.11% | 0.42% | Q2 2017 | Q3 2023 | 26 |
FineMark National Bank & Trust | 18 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
BRANDYWINE MANAGERS, LLC | 26 | 26 | 0.12% | 1.01% | 3.56% | Q2 2017 | Q3 2023 | 26 |
Texas Yale Capital Corp. | 26 | 26 | 0.04% | 0.10% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Mirador Capital Partners LP | 26 | 26 | 0.14% | 0.39% | 0.72% | Q2 2017 | Q3 2023 | 26 |
NISA INVESTMENT ADVISORS, LLC | 26 | 26 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.13% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 17 | 8 | 0.03% | 0.19% | 0.36% | Q2 2017 | Q3 2023 | 25 |
NOMURA HOLDINGS INC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2022 | 25 |
APG Asset Management N.V. | 25 | 25 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 25 | 25 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2019 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 3 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 25 | 25 | 0.02% | 0.11% | 0.33% | Q3 2017 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 25 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 25 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 25 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Parallel Advisors, LLC | 21 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.06% | 0.20% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Champlain Investment Partners, LLC | 24 | 24 | 0.27% | 1.16% | 1.84% | Q4 2017 | Q3 2023 | 24 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 24 | 24 | 0.00% | 0.03% | 0.27% | Q4 2017 | Q3 2023 | 24 |
AMERICAN CAPITAL MANAGEMENT INC | 24 | 24 | 0.31% | 2.27% | 3.72% | Q4 2017 | Q3 2023 | 24 |
Harvest Fund Management Co., Ltd | 11 | 2 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 24 |
Diversified Trust Co | 24 | 24 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2023 | 24 |
WASATCH ADVISORS LP | 24 | 24 | 0.00% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 8 | 7 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2020 | 24 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 24 | 0.10% | 0.20% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Strategic Advisors LLC | 24 | 24 | 0.12% | 0.32% | 0.68% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 24 | 24 | 0.01% | 0.09% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Exchange Capital Management, Inc. | 24 | 24 | 0.43% | 1.01% | 1.61% | Q4 2017 | Q3 2023 | 24 |
Spot Trading L.L.C | 13 | 13 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q1 2017 | 24 |
ClariVest Asset Management LLC | 21 | 3 | 0.00% | 0.21% | 0.62% | Q3 2016 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 3 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 23 |
PEREGRINE CAPITAL MANAGEMENT LLC | 23 | 23 | 0.34% | 0.95% | 1.37% | Q1 2018 | Q3 2023 | 23 |
B. Riley Wealth Advisors, Inc. | 23 | 23 | 0.02% | 0.05% | 0.23% | Q1 2018 | Q3 2023 | 23 |
BOKF, NA | 14 | 9 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 23 |
EFG Asset Management (Americas) Corp. | 13 | 2 | 0.08% | 0.71% | 0.98% | Q2 2017 | Q3 2023 | 23 |
Andra AP-fonden | 12 | 5 | 0.02% | 0.16% | 0.29% | Q2 2017 | Q2 2023 | 23 |
Achmea Investment Management B.V. | 11 | 5 | 0.02% | 0.10% | 0.22% | Q2 2017 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 1.44% | 1.93% | 2.44% | Q1 2018 | Q3 2023 | 23 |
ProShare Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 23 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 21 | 1 | 0.03% | 0.56% | 1.05% | Q3 2014 | Q3 2023 | 23 |
JAG CAPITAL MANAGEMENT, LLC | 17 | 3 | 0.03% | 0.97% | 3.39% | Q1 2017 | Q3 2023 | 23 |
Reynders McVeigh Capital Management, LLC | 23 | 23 | 0.08% | 0.70% | 1.25% | Q1 2018 | Q3 2023 | 23 |
Korea Investment CORP | 22 | 1 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 23 |
State of Alaska, Department of Revenue | 18 | 5 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 21 | 2 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 23 |
QS Investors, LLC | 23 | 23 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q2 2021 | 23 |
TWIN CAPITAL MANAGEMENT INC | 23 | 23 | 0.07% | 0.24% | 0.44% | Q2 2017 | Q4 2022 | 23 |
Stephens Investment Management Group LLC | 23 | 23 | 0.03% | 0.12% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.05% | 0.33% | Q1 2019 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.18% | 0.35% | 0.73% | Q1 2018 | Q3 2023 | 23 |
BARINGS LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2022 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.15% | 0.51% | Q1 2018 | Q3 2023 | 23 |
abrdn plc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NAVELLIER & ASSOCIATES INC | 22 | 22 | 0.04% | 1.74% | 4.22% | Q3 2016 | Q4 2021 | 22 |
Sandy Spring Bank | 22 | 22 | 0.03% | 0.19% | 0.32% | Q2 2018 | Q3 2023 | 22 |
C M BIDWELL & ASSOCIATES LTD | 16 | 2 | 0.01% | 0.41% | 1.05% | Q4 2016 | Q3 2023 | 22 |
BESSEMER GROUP INC | 21 | 1 | 0.00% | 0.03% | 0.27% | Q3 2015 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2019 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 20 | 2 | 0.00% | 0.00% | 0.04% | Q3 2014 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q1 2019 | 22 |
ALGERT GLOBAL LLC | 12 | 1 | 0.02% | 0.27% | 0.78% | Q2 2016 | Q3 2023 | 22 |
Epoch Investment Partners, Inc. | 22 | 22 | 0.02% | 0.12% | 0.28% | Q2 2018 | Q3 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q3 2022 | 22 |
Bellevue Group AG | 22 | 22 | 0.07% | 0.37% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Westwind Capital | 21 | 1 | 0.02% | 4.72% | 7.60% | Q4 2017 | Q4 2023 | 22 |
Radnor Capital Management, LLC | 17 | 1 | 0.06% | 0.16% | 0.32% | Q4 2016 | Q3 2023 | 22 |
IFM Investors Pty Ltd | 22 | 22 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.01% | 0.15% | 0.34% | Q3 2018 | Q3 2023 | 21 |
GRIFFIN ASSET MANAGEMENT, INC. | 21 | 21 | 0.04% | 0.21% | 0.46% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CASTLEARK MANAGEMENT LLC | 11 | 10 | 0.01% | 0.28% | 1.21% | Q4 2016 | Q2 2022 | 21 |
LOOMIS SAYLES & CO L P | 10 | 2 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 21 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.26% | 1.64% | Q3 2014 | Q4 2021 | 21 |
AEGON ASSET MANAGEMENT UK PLC | 21 | 21 | 0.08% | 0.20% | 0.37% | Q2 2018 | Q2 2023 | 21 |
Private Advisor Group, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.08% | 0.44% | 0.96% | Q3 2018 | Q3 2023 | 21 |
Echo Street Capital Management LLC | 21 | 21 | 0.18% | 0.85% | 1.72% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Sargent Bickham Lagudis LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
Rehmann Capital Advisory Group | 14 | 7 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 21 |
Morse Asset Management, Inc | 7 | 3 | 0.08% | 0.32% | 0.74% | Q1 2017 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 21 |
Candriam S.C.A. | 21 | 21 | 0.03% | 0.08% | 0.25% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 5 | 1 | 0.00% | 0.07% | 0.17% | Q4 2014 | Q4 2022 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 21 |
PDT Partners, LLC | 13 | 1 | 0.03% | 0.35% | 0.65% | Q3 2015 | Q3 2022 | 21 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
RMB Capital Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Winslow Capital Management, LLC | 20 | 20 | 0.69% | 1.24% | 2.37% | Q2 2018 | Q1 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 16 | 4 | 0.00% | 0.18% | 0.45% | Q1 2017 | Q1 2022 | 20 |
NVWM, LLC | 17 | 3 | 0.00% | 0.22% | 0.65% | Q4 2017 | Q4 2022 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.18% | 0.38% | 0.65% | Q4 2018 | Q3 2023 | 20 |
IBM Retirement Fund | 13 | 1 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q1 2022 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 1 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2022 | 20 |
NewEdge Advisors, LLC | 14 | 6 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 20 |
VAN ECK ASSOCIATES CORP | 17 | 3 | 0.08% | 0.32% | 0.65% | Q3 2017 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.14% | 0.38% | Q2 2016 | Q2 2023 | 20 |
Cornerstone Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Skye Global Management LP | 20 | 20 | 0.03% | 1.28% | 2.56% | Q2 2018 | Q1 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.24% | 0.59% | Q3 2017 | Q2 2022 | 20 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
Arizona State Retirement System | 20 | 20 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Avitas Wealth Management LLC | 20 | 20 | 0.06% | 0.14% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Shepherd Financial Partners LLC | 20 | 20 | 0.05% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 19 | 1 | 0.04% | 0.25% | 0.52% | Q4 2016 | Q3 2023 | 20 |
Conestoga Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MASTRAPASQUA ASSET MANAGEMENT INC | 20 | 20 | 0.29% | 0.53% | 0.72% | Q4 2018 | Q3 2023 | 20 |
First American Bank | 9 | 4 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2021 | 20 |
FIRST HAWAIIAN BANK | 14 | 5 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q3 2023 | 19 |
Greytown Advisors Inc. | 19 | 19 | 0.16% | 0.26% | 0.45% | Q1 2019 | Q3 2023 | 19 |
NN Investment Partners Holdings N.V. | 14 | 5 | 0.00% | 0.47% | 1.57% | Q2 2017 | Q1 2022 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
Bath Savings Trust Co | 19 | 19 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.03% | 0.16% | 0.33% | Q1 2019 | Q3 2023 | 19 |
AVIVA PLC | 19 | 19 | 0.04% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Handelsbanken Fonder AB | 19 | 19 | 0.14% | 0.35% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.25% | 0.70% | Q4 2014 | Q3 2023 | 19 |
ROYAL LONDON ASSET MANAGEMENT LTD | 19 | 19 | 0.04% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Quantinno Capital Management LP | 19 | 19 | 0.04% | 0.27% | 0.68% | Q1 2019 | Q3 2023 | 19 |
World Asset Management Inc | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2021 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Cetera Investment Advisers | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 19 |
HANSEATIC MANAGEMENT SERVICES INC | 15 | 2 | 0.04% | 0.93% | 1.74% | Q3 2014 | Q3 2020 | 19 |
TOMPKINS FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 19 |
Global Trust Asset Management, LLC | 16 | 1 | 0.04% | 0.15% | 0.43% | Q3 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.08% | 0.15% | 0.27% | Q1 2016 | Q3 2020 | 19 |
COMMERCE BANK | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 19 |
CONGRESS ASSET MANAGEMENT CO /MA | 19 | 19 | 0.02% | 0.21% | 0.75% | Q1 2019 | Q3 2023 | 19 |
Inspire Investing, LLC | 19 | 19 | 0.11% | 0.35% | 0.82% | Q1 2019 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.10% | 0.19% | 0.30% | Q2 2017 | Q1 2022 | 19 |
Tortoise Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Main Street Research LLC | 19 | 19 | 0.03% | 0.18% | 0.92% | Q1 2019 | Q3 2023 | 19 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
OLD NATIONAL BANCORP /IN/ | 19 | 19 | 0.01% | 0.25% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Integrated Investment Consultants, LLC | 9 | 1 | 0.02% | 0.09% | 0.19% | Q3 2016 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.33% | 0.52% | 0.69% | Q1 2019 | Q3 2023 | 19 |
Redpoint Investment Management Pty Ltd | 19 | 19 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2022 | 19 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.09% | 0.23% | Q3 2014 | Q4 2022 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Biondo Investment Advisors, LLC | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Capital Investment Advisory Services, LLC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 17 | 1 | 0.02% | 1.37% | 1.95% | Q4 2017 | Q3 2023 | 18 |
National Pension Service | 18 | 18 | 0.00% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.05% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 18 |
EAGLE ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.38% | 0.74% | Q2 2019 | Q3 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Motley Fool Asset Management LLC | 16 | 2 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Bayesian Capital Management, LP | 4 | 1 | 0.08% | 0.26% | 0.70% | Q2 2016 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 18 |
NATIXIS | 9 | 1 | 0.00% | 0.04% | 0.35% | Q4 2014 | Q3 2023 | 18 |
AMP Capital Investors Ltd | 18 | 18 | 0.01% | 0.09% | 0.26% | Q2 2017 | Q3 2021 | 18 |
DUBUQUE BANK & TRUST CO | 18 | 18 | 0.02% | 0.09% | 0.18% | Q2 2017 | Q3 2021 | 18 |
Carmignac Gestion | 18 | 18 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2022 | 18 |
Cetera Advisor Networks LLC | 14 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.23% | 0.44% | Q3 2014 | Q3 2023 | 18 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 6 | 3 | 0.00% | 0.02% | 0.12% | Q3 2017 | Q3 2023 | 18 |
CIM, LLC | 13 | 5 | 0.15% | 0.39% | 0.57% | Q3 2016 | Q3 2021 | 18 |
HARTLINE INVESTMENT CORP/ | 13 | 4 | 0.32% | 1.45% | 2.63% | Q2 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.11% | 0.41% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2023 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q2 2022 | 17 |
Vantage Investment Partners, LLC | 17 | 17 | 0.12% | 0.53% | 0.81% | Q1 2018 | Q1 2022 | 17 |
Symmetry Partners, LLC | 12 | 5 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q2 2023 | 17 |
Kingsview Wealth Management, LLC | 7 | 3 | 0.00% | 0.07% | 0.21% | Q1 2019 | Q3 2023 | 17 |
PICTET ASSET MANAGEMENT LTD | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2021 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Decatur Capital Management, Inc. | 17 | 17 | 0.71% | 1.02% | 1.89% | Q3 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 3 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
DE BURLO GROUP INC | 7 | 1 | 0.00% | 1.36% | 2.96% | Q2 2015 | Q3 2022 | 17 |
BANQUE PICTET & CIE SA | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
PRUDENTIAL PLC | 10 | 3 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.03% | 0.17% | 0.43% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 14 | 3 | 0.01% | 0.08% | 0.21% | Q1 2019 | Q3 2023 | 17 |
Sandhill Capital Partners LLC | 17 | 17 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.10% | 0.39% | Q1 2014 | Q2 2023 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 16 | 1 | 0.00% | 0.50% | 0.68% | Q2 2017 | Q3 2023 | 17 |
SCOUT INVESTMENTS, INC. | 6 | 1 | 0.05% | 0.24% | 0.41% | Q2 2017 | Q1 2023 | 17 |
Laurel Wealth Advisors, Inc. | 16 | 1 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q4 2022 | 17 |
Azimuth Capital Management LLC | 17 | 17 | 0.02% | 0.11% | 0.48% | Q1 2018 | Q1 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.17% | 0.25% | 0.36% | Q3 2019 | Q3 2023 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.12% | 0.24% | Q4 2018 | Q4 2022 | 17 |
EMERALD MUTUAL FUND ADVISERS TRUST | 11 | 1 | 0.00% | 0.92% | 2.40% | Q1 2015 | Q4 2021 | 17 |
Triangle Securities Wealth Management | 17 | 17 | 0.33% | 0.47% | 0.73% | Q3 2019 | Q3 2023 | 17 |
Mariner, LLC | 11 | 1 | 0.00% | 0.06% | 0.19% | Q3 2016 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 11 | 6 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 17 |
CIGNA INVESTMENTS INC /NEW | 15 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 16 |
Davidson Capital Management Inc. | 16 | 16 | 0.37% | 0.64% | 1.00% | Q4 2019 | Q3 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.28% | 0.77% | Q3 2014 | Q3 2023 | 16 |
IFG Advisory, LLC | 16 | 16 | 0.08% | 0.27% | 0.46% | Q1 2018 | Q4 2021 | 16 |
TIVERTON ASSET MANAGEMENT LLC | 12 | 4 | 0.01% | 0.14% | 0.30% | Q2 2015 | Q3 2019 | 16 |
Capital Planning Advisors, LLC | 16 | 16 | 0.18% | 0.44% | 0.86% | Q2 2018 | Q1 2022 | 16 |
DF DENT & CO INC | 16 | 16 | 0.60% | 1.57% | 2.33% | Q4 2019 | Q3 2023 | 16 |
Ironwood Financial, llc | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 16 |
EASTERN BANK | 16 | 16 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q2 2023 | 16 |
Hudock, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Yorktown Management & Research Co Inc | 10 | 1 | 0.10% | 0.28% | 0.56% | Q2 2018 | Q3 2023 | 16 |
OppenheimerFunds, Inc. | 14 | 2 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q1 2019 | 16 |
EATON VANCE MANAGEMENT | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
1623 Capital LLC | 16 | 16 | 2.77% | 3.81% | 5.58% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Ashfield Capital Partners, LLC | 16 | 16 | 0.25% | 0.51% | 0.94% | Q4 2018 | Q3 2022 | 16 |
Quadrature Capital Ltd | 4 | 1 | 0.04% | 0.14% | 0.32% | Q3 2016 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Cetera Advisors LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 16 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q1 2021 | 16 |
AlphaStar Capital Management, LLC | 16 | 16 | 0.07% | 0.30% | 0.69% | Q4 2017 | Q3 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Pacer Advisors, Inc. | 8 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q1 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 16 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2018 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Paragon Advisors, LLC | 16 | 16 | 0.60% | 1.30% | 1.84% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.23% | 0.39% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Bancorp, Inc. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 7 | 4 | 0.02% | 0.09% | 0.31% | Q3 2016 | Q4 2021 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.14% | 0.24% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 12 | 3 | 0.00% | 0.19% | 0.98% | Q4 2017 | Q3 2021 | 15 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 15 | 15 | 1.20% | 1.52% | 2.48% | Q1 2020 | Q3 2023 | 15 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 15 | 15 | 0.10% | 0.27% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Nationwide Fund Advisors | 13 | 2 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2017 | 15 |
Patten Group, Inc. | 15 | 15 | 0.09% | 0.20% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Qtron Investments LLC | 9 | 2 | 0.07% | 0.27% | 0.59% | Q4 2018 | Q3 2023 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 3 | 0.07% | 0.29% | 0.60% | Q2 2018 | Q1 2023 | 15 |
SRS Capital Advisors, Inc. | 10 | 5 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 1 | 0.03% | 0.59% | 1.20% | Q3 2016 | Q3 2023 | 15 |
Malaga Cove Capital, LLC | 9 | 6 | 0.14% | 0.21% | 0.49% | Q4 2017 | Q3 2023 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 3 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q3 2019 | 15 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.06% | 0.30% | Q4 2013 | Q3 2021 | 15 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 14 | 1 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 15 |
AFT, FORSYTH & COMPANY, INC. | 14 | 1 | 0.25% | 0.33% | 0.43% | Q4 2017 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2020 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.12% | 0.74% | 1.37% | Q1 2020 | Q3 2023 | 15 |
BFSG, LLC | 9 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 15 |
NS Partners Ltd | 15 | 15 | 0.66% | 0.87% | 1.19% | Q1 2020 | Q3 2023 | 15 |
Rheos Capital Works Inc. | 15 | 15 | 0.31% | 2.31% | 6.55% | Q1 2020 | Q3 2023 | 15 |
Cascade Investment Advisors, Inc. | 14 | 1 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q1 2023 | 15 |
Trust Co of Kansas | 15 | 15 | 0.86% | 2.39% | 4.99% | Q1 2020 | Q3 2023 | 15 |
Hikari Power Ltd | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.52% | 0.82% | 1.34% | Q4 2019 | Q3 2023 | 15 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 15 | 15 | 0.13% | 0.22% | 0.43% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 8 | 7 | 0.00% | 0.16% | 0.37% | Q4 2019 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 8 | 7 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 15 |
AGF Investments LLC | 12 | 3 | 0.00% | 0.12% | 0.30% | Q4 2016 | Q3 2021 | 15 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.04% | 0.11% | 0.36% | Q1 2015 | Q1 2020 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.06% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
CADENCE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.07% | 0.14% | 0.24% | Q4 2016 | Q2 2020 | 15 |
CAXTON ASSOCIATES LP | 8 | 1 | 0.00% | 0.09% | 0.44% | Q1 2017 | Q2 2023 | 15 |
Belpointe Asset Management LLC | 13 | 2 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 0.24% | 0.92% | 1.48% | Q4 2019 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PARNASSUS INVESTMENTS, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 14 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.00% | 0.11% | 0.78% | Q2 2019 | Q2 2023 | 14 |
Cipher Capital LP | 3 | 1 | 0.05% | 0.26% | 0.60% | Q3 2016 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 14 |
Mascoma Wealth Management LLC | 12 | 2 | 0.04% | 0.10% | 0.22% | Q4 2016 | Q1 2021 | 14 |
Hillsdale Investment Management Inc. | 9 | 2 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 14 |
Cornell Pochily Investment Advisors, Inc. | 14 | 14 | 0.20% | 0.24% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Railway Pension Investments Ltd | 14 | 14 | 0.09% | 0.25% | 0.46% | Q4 2018 | Q1 2022 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
Orion Capital Management LLC | 12 | 12 | 0.01% | 1.57% | 2.87% | Q4 2020 | Q3 2023 | 14 |
BLACKROCK ADVISORS LLC | 13 | 13 | 0.00% | 0.08% | 0.14% | Q4 2013 | Q4 2016 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q1 2023 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q2 2020 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.04% | 0.12% | 0.16% | Q2 2019 | Q3 2022 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.13% | 0.36% | Q4 2019 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.05% | 0.18% | 0.38% | Q2 2019 | Q3 2022 | 14 |
IEQ CAPITAL, LLC | 11 | 3 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2022 | 14 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 14 | 0.11% | 0.23% | 0.36% | Q3 2018 | Q4 2021 | 14 |
NORTH STAR ASSET MANAGEMENT INC | 14 | 14 | 0.19% | 0.37% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Connecticut Wealth Management, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 11 | 1 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 14 |
Cerity Partners LLC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Handelsinvest Investeringsforvaltning | 14 | 14 | 0.05% | 0.27% | 0.70% | Q2 2020 | Q3 2023 | 14 |
CHICAGO EQUITY PARTNERS LLC | 14 | 14 | 0.01% | 0.20% | 0.34% | Q4 2016 | Q1 2020 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
OXFORD ASSET MANAGEMENT LLP | 11 | 2 | 0.02% | 0.14% | 0.35% | Q3 2016 | Q4 2019 | 13 |
BlackRock Fund Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 13 | 13 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q4 2021 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 1.06% | 1.72% | 2.38% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TOBAM | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LS Investment Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 13 |
GOFEN & GLOSSBERG LLC /IL/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.00% | 0.05% | 0.61% | Q2 2019 | Q2 2022 | 13 |
SFMG, LLC | 8 | 5 | 0.09% | 0.18% | 0.28% | Q4 2017 | Q1 2022 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.26% | 0.34% | 0.46% | Q3 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 13 | 13 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 13 |
Slow Capital, Inc. | 13 | 13 | 0.18% | 0.25% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.03% | 0.15% | 0.50% | Q4 2013 | Q4 2019 | 13 |
Vident Investment Advisory, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Donoghue Forlines LLC | 12 | 1 | 0.08% | 0.19% | 0.50% | Q2 2019 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Tygh Capital Management, Inc. | 13 | 13 | 0.50% | 1.24% | 2.60% | Q1 2014 | Q1 2017 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q4 2019 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2020 | 13 |
BlackRock Group LTD | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.03% | 0.15% | Q1 2014 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2020 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.00% | 0.08% | 0.26% | Q1 2015 | Q4 2021 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Teza Capital Management LLC | 4 | 1 | 0.02% | 0.18% | 0.38% | Q1 2017 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.05% | 0.16% | Q1 2020 | Q3 2023 | 13 |
Campbell & CO Investment Adviser LLC | 9 | 1 | 0.08% | 0.18% | 0.56% | Q1 2017 | Q2 2023 | 13 |
MARTIN CURRIE LTD | 13 | 13 | 1.99% | 2.65% | 3.72% | Q3 2020 | Q3 2023 | 13 |
Sara-Bay Financial | 8 | 5 | 0.13% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 13 |
Bridgewater Associates | 13 | 13 | 0.24% | 0.46% | 0.63% | Q3 2020 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 3 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q2 2021 | 12 |
Westover Capital Advisors, LLC | 11 | 1 | 0.11% | 0.16% | 0.21% | Q4 2017 | Q3 2021 | 12 |
Somerset Group LLC | 12 | 12 | 0.19% | 0.27% | 0.37% | Q2 2020 | Q1 2023 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Baillie Gifford | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Lumina Fund Management LLC | 7 | 1 | 0.06% | 0.17% | 0.26% | Q1 2014 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
ARK Investment Management | 12 | 12 | 0.16% | 0.31% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 2.48% | 2.82% | 3.22% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 12 |
Parkwood LLC | 9 | 1 | 0.03% | 0.62% | 0.90% | Q3 2016 | Q3 2023 | 12 |
DELTA LLOYD NV | 12 | 12 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q1 2017 | 12 |
HBK Sorce Advisory LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 1 | 0.00% | 0.22% | 1.12% | Q4 2017 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2019 | 12 |
Winslow, Evans & Crocker, Inc. | 8 | 4 | 0.00% | 0.10% | 0.27% | Q3 2016 | Q4 2020 | 12 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.06% | 0.22% | Q4 2015 | Q4 2022 | 12 |
Montanaro Asset Management Ltd | 12 | 12 | 2.58% | 3.59% | 4.49% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DUNCKER STREETT & CO INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.18% | 0.26% | 0.35% | Q4 2018 | Q3 2021 | 12 |
Alberta Investment Management Corp | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
HighPoint Advisor Group LLC | 6 | 1 | 0.02% | 0.11% | 0.21% | Q1 2018 | Q2 2022 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Jackson Square Partners, LLC | 12 | 12 | 0.32% | 1.00% | 1.62% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2022 | 12 |
Suncoast Equity Management | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
First Personal Financial Services | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Bray Capital Advisors | 12 | 12 | 0.13% | 0.16% | 0.20% | Q1 2020 | Q4 2022 | 12 |
TRUST CO OF VERMONT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q1 2020 | 12 |
Columbia Trust Co 01012016 | 12 | 12 | 0.18% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 12 |
ALLSTATE CORP | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2022 | 12 |
Sequoia Financial Advisors, LLC | 8 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q2 2022 | 12 |
Fulcrum Equity Management | 12 | 12 | 0.19% | 0.57% | 1.15% | Q4 2018 | Q3 2021 | 12 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2023 | 12 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.24% | 0.39% | Q4 2017 | Q2 2020 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.34% | 0.46% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.08% | 0.16% | Q1 2014 | Q1 2019 | 11 |
CARILLON TOWER ADVISERS, INC. | 8 | 3 | 0.02% | 0.34% | 0.78% | Q1 2018 | Q4 2020 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 11 |
PITCAIRN CO | 11 | 11 | 0.16% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
CLEARBRIDGE, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 11 |
Virtue Capital Management, LLC | 5 | 2 | 0.00% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 11 |
Growth Interface Management LLC | 11 | 11 | 0.30% | 7.26% | 11.73% | Q1 2020 | Q3 2022 | 11 |
Foundry Partners, LLC | 11 | 11 | 0.07% | 0.10% | 0.14% | Q4 2016 | Q2 2019 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 4 | 0.08% | 0.34% | 0.58% | Q1 2015 | Q2 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 11 |
Mn Services Vermogensbeheer B.V. | 9 | 2 | 0.02% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.04% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Blue Whale Capital LLP | 11 | 11 | 1.90% | 6.32% | 9.46% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.04% | 0.72% | 1.93% | Q1 2019 | Q3 2021 | 11 |
FOURPOINTS Investment Managers, S.A.S. | 11 | 11 | 0.11% | 0.28% | 0.54% | Q1 2014 | Q3 2016 | 11 |
State of Wyoming | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Varma Mutual Pension Insurance Co | 7 | 2 | 0.02% | 0.07% | 0.31% | Q2 2020 | Q3 2023 | 11 |
Rhenman & Partners Asset Management AB | 11 | 11 | 0.20% | 0.80% | 1.58% | Q1 2021 | Q3 2023 | 11 |
Claraphi Advisory Network, LLC | 11 | 11 | 0.03% | 0.19% | 0.31% | Q1 2019 | Q3 2021 | 11 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 7 | 4 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2019 | 11 |
Americana Partners, LLC | 9 | 2 | 0.09% | 0.26% | 0.41% | Q4 2019 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
RKL Wealth Management LLC | 9 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 11 |
Blue Zone Wealth Advisors, LLC | 11 | 11 | 0.84% | 0.99% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Services of America, Inc. | 11 | 11 | 0.60% | 0.85% | 1.38% | Q1 2021 | Q3 2023 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.05% | 0.17% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Main Street Financial Solutions, LLC | 8 | 3 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CHICAGO TRUST Co NA | 10 | 1 | 0.07% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 11 |
Frontier Wealth Management LLC | 9 | 2 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q2 2022 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.08% | 0.34% | 1.30% | Q2 2014 | Q2 2019 | 11 |
Catalyst Capital Advisors LLC | 8 | 3 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q1 2022 | 11 |
Merrion Investment Management Co, LLC | 10 | 1 | 0.18% | 0.32% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Neo Ivy Capital Management | 3 | 1 | 0.05% | 0.33% | 0.81% | Q2 2019 | Q2 2023 | 11 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.13% | 0.24% | Q3 2015 | Q4 2019 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.08% | 0.61% | 0.98% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.18% | 0.48% | Q2 2015 | Q3 2023 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2022 | 11 |
Quantum Capital Management, LLC / NJ | 7 | 1 | 0.06% | 3.24% | 8.09% | Q2 2018 | Q3 2023 | 11 |
Employees Retirement System of Texas | 11 | 11 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q1 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.13% | 0.38% | Q1 2014 | Q3 2018 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 11 |
WADDELL & REED FINANCIAL INC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2018 | 11 |
Tradition Wealth Management, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Ascent Wealth Partners, LLC | 11 | 11 | 0.18% | 0.34% | 0.50% | Q3 2019 | Q1 2022 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 0.56% | 0.65% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson Wealth Management, LLC | 11 | 11 | 0.29% | 0.50% | 1.01% | Q3 2019 | Q1 2022 | 11 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.06% | 0.36% | Q1 2015 | Q3 2020 | 11 |
Harrington Investments, INC | 11 | 11 | 0.47% | 0.67% | 0.92% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 9 | 1 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 11 |
LANNEBO FONDER AB | 11 | 11 | 1.22% | 2.58% | 4.43% | Q1 2021 | Q3 2023 | 11 |
SHAKER INVESTMENTS LLC/OH | 11 | 11 | 0.14% | 0.48% | 0.90% | Q1 2020 | Q3 2022 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2017 | 11 |
CreativeOne Wealth, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
FCF Advisors LLC | 11 | 11 | 0.17% | 0.36% | 0.62% | Q1 2021 | Q3 2023 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.02% | 0.09% | 0.17% | Q2 2018 | Q3 2022 | 11 |
JENNISON ASSOCIATES LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q4 2020 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.79% | 0.95% | 1.26% | Q2 2021 | Q3 2023 | 10 |
Tower View Wealth Management LLC | 8 | 2 | 0.00% | 0.09% | 0.85% | Q1 2020 | Q3 2023 | 10 |
CI Global Investments Inc. | 8 | 2 | 0.08% | 0.29% | 0.50% | Q4 2013 | Q2 2018 | 10 |
AIA Group Ltd | 10 | 10 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
FIRST CITIZENS BANK & TRUST CO | 7 | 3 | 0.06% | 0.13% | 0.22% | Q1 2017 | Q4 2019 | 10 |
Glen Harbor Capital Management LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 10 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q4 2021 | 10 |
AHL Partners LLP | 7 | 1 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q4 2017 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.13% | 0.28% | 0.39% | Q2 2020 | Q3 2022 | 10 |
Moloney Securities Asset Management, LLC | 8 | 2 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 10 |
BERKSHIRE CAPITAL HOLDINGS INC | 6 | 4 | 0.00% | 1.34% | 4.01% | Q1 2019 | Q3 2021 | 10 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.02% | 0.03% | 0.08% | Q3 2014 | Q2 2019 | 10 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2016 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2022 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.21% | 0.29% | 0.46% | Q2 2021 | Q3 2023 | 10 |
SHIKIAR ASSET MANAGEMENT INC | 10 | 10 | 0.10% | 0.93% | 1.39% | Q2 2020 | Q3 2022 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
AtonRa Partners | 10 | 10 | 0.58% | 0.89% | 1.30% | Q2 2021 | Q3 2023 | 10 |
SECURITY ASSET MANAGEMENT | 10 | 10 | 0.68% | 0.91% | 1.24% | Q4 2020 | Q1 2023 | 10 |
First Command Financial Services, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 10 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2021 | 10 |
Empowered Funds, LLC | 5 | 1 | 0.01% | 0.35% | 0.55% | Q2 2017 | Q2 2023 | 10 |
PROFESSIONAL ADVISORY SERVICES INC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q4 2021 | 10 |
NWAM LLC | 9 | 1 | 0.04% | 0.19% | 0.29% | Q1 2019 | Q3 2023 | 10 |
Sterling Capital Management LLC | 9 | 1 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q3 2019 | 10 |
INTRUST BANK NA | 8 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2021 | 10 |
Redhawk Wealth Advisors, Inc. | 10 | 10 | 0.18% | 0.26% | 0.34% | Q3 2018 | Q4 2020 | 10 |
SCGE MANAGEMENT, L.P. | 10 | 10 | 0.16% | 4.08% | 6.40% | Q4 2013 | Q1 2016 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lenox Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Thomasville National Bank | 10 | 10 | 0.52% | 0.92% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Versor Investments LP | 6 | 1 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q1 2023 | 10 |
Meadow Creek Investment Management LLC | 6 | 4 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 10 |
Centiva Capital, LP | 5 | 2 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 10 |
Neuburgh Advisers LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 10 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q3 2017 | Q2 2022 | 10 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2018 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
361 CAPITAL LLC | 3 | 1 | 0.12% | 0.26% | 0.59% | Q4 2015 | Q2 2020 | 10 |
Selective Wealth Management, Inc. | 7 | 3 | 0.00% | 2.69% | 3.55% | Q2 2021 | Q4 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 1 | 0.03% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.01% | 0.07% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 5 | 3 | 0.01% | 0.09% | 0.20% | Q1 2020 | Q1 2022 | 10 |
Advisory Resource Group | 10 | 10 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.03% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 10 |
New England Investment & Retirement Group, Inc. | 10 | 10 | 0.22% | 0.36% | 0.48% | Q2 2019 | Q3 2021 | 10 |
Kovack Advisors, Inc. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2023 | 10 |
Larson Financial Group LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
HAMILTON LANE ADVISORS LLC | 2 | 1 | 0.61% | 2.39% | 4.06% | Q4 2014 | Q4 2019 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 10 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.16% | Q1 2018 | Q2 2020 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.06% | 0.32% | 0.50% | Q1 2020 | Q3 2023 | 10 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.04% | 0.30% | 0.66% | Q2 2018 | Q3 2021 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 10 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
Lido Advisors, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.02% | 0.05% | 0.06% | Q4 2016 | Q3 2020 | 10 |
Elkfork Partners LLC | 6 | 4 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 10 |
THOMPSON DAVIS & CO., INC. | 4 | 3 | 0.01% | 0.16% | 0.38% | Q2 2014 | Q3 2018 | 10 |
Walkner Condon Financial Advisors LLC | 10 | 10 | 0.39% | 0.64% | 1.33% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.13% | 0.48% | Q2 2019 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 10 |
TCW GROUP INC | 6 | 4 | 0.01% | 0.04% | 0.14% | Q2 2014 | Q3 2017 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 10 |
Allen Investment Management, LLC | 4 | 2 | 0.03% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Spearhead Capital Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 6 | 1 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 9 |
DEERE & CO | 9 | 9 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q4 2015 | 9 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.06% | 0.55% | 1.06% | Q4 2019 | Q2 2023 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Commonwealth Financial Services, LLC | 9 | 9 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q1 2017 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 8 | 1 | 0.08% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.11% | 0.30% | 0.50% | Q4 2016 | Q4 2018 | 9 |
BANK OF HAWAII | 5 | 4 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q1 2020 | 9 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 9 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Avestar Capital, LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 9 |
ICICI Prudential Asset Management Co Ltd | 8 | 1 | 1.02% | 1.33% | 1.62% | Q3 2017 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.11% | 0.21% | Q3 2017 | Q3 2019 | 9 |
First Command Bank | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
BKS ADVISORS, LLC | 9 | 9 | 0.14% | 0.87% | 1.41% | Q1 2017 | Q1 2019 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 2 | 0.10% | 0.18% | 0.26% | Q3 2018 | Q4 2020 | 9 |
OPTIMUM INVESTMENT ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2022 | 9 |
True North Advisors, LLC | 9 | 9 | 0.29% | 0.46% | 0.60% | Q4 2019 | Q4 2021 | 9 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2018 | 9 |
Quantamental Technologies LLC | 3 | 1 | 0.16% | 0.51% | 1.00% | Q4 2018 | Q3 2023 | 9 |
ClearBridge Investments | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Dorsal Capital Management, LP | 9 | 9 | 1.83% | 3.01% | 4.76% | Q1 2015 | Q1 2017 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FIRST FOUNDATION ADVISORS | 4 | 1 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Verdence Capital Advisors LLC | 6 | 3 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
TIGER GLOBAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Jackson, Grant Investment Advisers, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Cerebellum GP, LLC | 5 | 1 | 0.01% | 0.20% | 0.29% | Q4 2017 | Q2 2020 | 9 |
Argent Trust Co | 6 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
KRS Capital Management, LLC | 8 | 8 | 0.27% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Fortis Capital Management LLC | 5 | 1 | 0.32% | 1.51% | 5.57% | Q4 2019 | Q2 2022 | 8 |
Newfound Research LLC | 7 | 1 | 0.11% | 0.17% | 0.21% | Q3 2020 | Q3 2022 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.12% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Ownership Capital B.V. | 8 | 8 | 2.09% | 3.57% | 5.72% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Lisanti Capital Growth, LLC | 3 | 1 | 0.23% | 0.51% | 1.06% | Q2 2016 | Q3 2020 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2021 | 8 |
Pearl River Capital, LLC | 3 | 1 | 0.10% | 0.30% | 0.79% | Q3 2019 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.09% | 0.10% | 0.14% | Q2 2019 | Q4 2022 | 8 |
Nelson Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 8 |
Global Thematic Partners, LLC | 8 | 8 | 0.16% | 0.21% | 0.29% | Q2 2018 | Q1 2020 | 8 |
V Wealth Advisors LLC | 5 | 3 | 0.08% | 0.17% | 0.26% | Q2 2019 | Q1 2022 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 1.74% | 2.12% | 2.59% | Q4 2021 | Q3 2023 | 8 |
Stanley-Laman Group, Ltd. | 8 | 8 | 1.19% | 1.80% | 2.38% | Q1 2020 | Q4 2021 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.00% | 0.11% | 0.49% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.21% | 0.44% | Q2 2017 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CrestPoint Capital Management, LLC | 8 | 8 | 0.24% | 0.50% | 0.66% | Q1 2016 | Q4 2017 | 8 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SECOR Capital Advisors, LP | 5 | 1 | 0.02% | 0.31% | 0.76% | Q4 2014 | Q1 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.62% | 0.72% | 0.87% | Q4 2021 | Q3 2023 | 8 |
FORT, L.P. | 8 | 8 | 0.02% | 0.28% | 0.45% | Q1 2020 | Q4 2021 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.05% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FORTALEZA ASSET MANAGEMENT INC/ | 6 | 2 | 0.00% | 0.46% | 0.94% | Q1 2015 | Q3 2017 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
CFM WEALTH PARTNERS LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Investors Research Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
CALIBER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.51% | 1.12% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 2 | 0.08% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 4 | 1 | 0.06% | 0.20% | 0.38% | Q3 2020 | Q3 2023 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.10% | 0.19% | 0.25% | Q1 2020 | Q4 2021 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.34% | 0.84% | Q2 2021 | Q3 2023 | 8 |
Cavalier Investments, LLC | 6 | 2 | 0.28% | 0.66% | 1.09% | Q3 2017 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.08% | 0.22% | 0.30% | Q4 2019 | Q3 2021 | 8 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 4 | 0.01% | 0.32% | 1.28% | Q1 2020 | Q1 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.25% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
WELD CAPITAL MANAGEMENT LLC | 7 | 1 | 0.07% | 0.25% | 0.45% | Q4 2018 | Q4 2020 | 8 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.91% | 1.49% | 2.02% | Q4 2021 | Q3 2023 | 8 |
TFC Financial Management, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
PFG Advisors | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN CAPITAL LP | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 8 |
White Elm Capital, LLC | 8 | 8 | 1.50% | 2.58% | 3.34% | Q3 2016 | Q2 2018 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 8 |
Ziegler Capital Management, LLC | 5 | 3 | 0.13% | 0.38% | 0.64% | Q1 2020 | Q3 2023 | 8 |
Elo Mutual Pension Insurance Co | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.31% | Q3 2018 | Q2 2023 | 8 |
Stevens First Principles Investment Advisors | 8 | 8 | 0.02% | 0.08% | 0.13% | Q3 2017 | Q2 2019 | 8 |
Legg Mason Asset Management (Japan) Co., Ltd. | 7 | 1 | 0.75% | 1.00% | 1.19% | Q4 2018 | Q4 2020 | 8 |
TUCKER ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 8 | 8 | 0.00% | 0.16% | 0.32% | Q2 2020 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 8 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 1 | 0.08% | 0.53% | 1.06% | Q3 2016 | Q3 2020 | 8 |
Financial Enhancement Group LLC | 3 | 1 | 0.00% | 0.14% | 0.34% | Q2 2018 | Q3 2022 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Chiron Investment Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 7 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q2 2022 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 7 |
COOKSON PEIRCE & CO INC | 5 | 2 | 0.02% | 0.21% | 0.41% | Q4 2018 | Q4 2020 | 7 |
MAZAMA CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.11% | 0.31% | Q2 2014 | Q4 2015 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 7 |
AXIOM INVESTORS LLC /DE | 7 | 7 | 0.02% | 0.24% | 0.55% | Q2 2020 | Q4 2021 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
DENVER INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q2 2014 | Q1 2017 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
American Trust | 4 | 3 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 7 |
AMJ Financial Wealth Management | 7 | 7 | 2.18% | 2.76% | 3.49% | Q2 2020 | Q4 2021 | 7 |
MACKAY SHIELDS LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q1 2021 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.06% | 0.17% | 0.44% | Q4 2014 | Q1 2018 | 7 |
WENDELL DAVID ASSOCIATES INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 7 |
Virtus ETF Advisers LLC | 5 | 1 | 0.00% | 0.08% | 0.50% | Q4 2018 | Q2 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.02% | 0.21% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Covenant Asset Management, LLC | 7 | 7 | 0.57% | 0.87% | 1.22% | Q3 2019 | Q1 2021 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 2 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.14% | 0.32% | Q2 2015 | Q3 2022 | 7 |
Calamos Advisors LLC | 4 | 3 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2019 | 7 |
Nellore Capital Management LLC | 7 | 7 | 3.91% | 7.78% | 9.43% | Q1 2022 | Q3 2023 | 7 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.10% | 0.21% | 0.38% | Q4 2014 | Q4 2020 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2021 | 7 |
Starfire Investment Advisers, Inc. | 7 | 7 | 0.19% | 0.44% | 0.78% | Q4 2018 | Q2 2020 | 7 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 7 |
Tributary Capital Management, LLC | 7 | 7 | 0.09% | 0.18% | 0.22% | Q3 2020 | Q1 2022 | 7 |
Ardevora Asset Management LLP | 5 | 2 | 0.01% | 0.60% | 1.56% | Q4 2014 | Q4 2021 | 7 |
Tradewinds Capital Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 7 | 7 | 0.02% | 1.33% | 2.40% | Q2 2020 | Q4 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ETF MANAGERS GROUP, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2020 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q2 2022 | 7 |
Castle Rock Wealth Management, LLC | 6 | 1 | 0.07% | 0.21% | 0.58% | Q4 2017 | Q3 2021 | 7 |
FORA Capital, LLC | 3 | 1 | 0.06% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 0.03% | 0.17% | 0.28% | Q1 2020 | Q3 2021 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Sciencast Management LP | 3 | 1 | 0.12% | 0.36% | 0.76% | Q4 2018 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Bell Asset Management Ltd | 7 | 7 | 0.60% | 0.90% | 1.41% | Q1 2022 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Invictus RG | 4 | 3 | 0.01% | 0.30% | 0.89% | Q3 2016 | Q3 2018 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.06% | 0.27% | Q3 2014 | Q4 2022 | 7 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.27% | 0.88% | Q1 2021 | Q1 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.11% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 5 | 1 | 0.01% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 7 |
EXANE DERIVATIVES | 5 | 1 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q1 2022 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.26% | 0.60% | Q4 2017 | Q4 2022 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Morningstar Investment Services LLC | 4 | 3 | 0.00% | 0.19% | 0.44% | Q4 2021 | Q3 2023 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 6 | 1 | 0.12% | 0.19% | 0.32% | Q4 2016 | Q4 2020 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Airain ltd | 4 | 1 | 0.03% | 0.06% | 0.12% | Q2 2014 | Q3 2016 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.41% | 0.58% | 0.72% | Q4 2020 | Q1 2022 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.03% | 0.13% | 0.30% | Q1 2017 | Q2 2018 | 6 |
Fiduciary Trust Co International of Pennsylvania | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 6 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 6 |
IMA Wealth, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
Hexavest Inc. | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q3 2021 | 6 |
Polar Capital Holdings Plc | 6 | 6 | 0.01% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
DOHJ, LLC | 6 | 6 | 0.11% | 0.14% | 0.17% | Q3 2020 | Q4 2021 | 6 |
Global X Management CO LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WMS Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.10% | 0.20% | 0.31% | Q3 2019 | Q4 2021 | 6 |
TURNER INVESTMENTS LLC | 3 | 1 | 0.13% | 0.39% | 0.80% | Q4 2013 | Q1 2017 | 6 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 6 |
Gryphon Financial Partners LLC | 4 | 2 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2019 | 6 |
Caption Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.25% | Q3 2018 | Q4 2022 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.02% | 0.12% | 0.16% | Q4 2017 | Q3 2020 | 6 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.13% | 1.27% | 1.44% | Q2 2022 | Q3 2023 | 6 |
TimesSquare Capital Management, LLC | 6 | 6 | 0.72% | 0.83% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 2 | 0.24% | 0.61% | 1.33% | Q4 2018 | Q3 2020 | 6 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.14% | 0.26% | Q2 2021 | Q3 2023 | 6 |
Metis Global Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
OAKBROOK INVESTMENTS LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q3 2017 | Q4 2019 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
ARBOR CAPITAL MANAGEMENT LLC | 6 | 6 | 0.62% | 0.85% | 1.42% | Q1 2015 | Q2 2016 | 6 |
FT Options LLC | 4 | 4 | 0.00% | 0.07% | 0.29% | Q2 2016 | Q1 2017 | 6 |
CVA Family Office, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q2 2023 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.69% | 0.82% | 0.96% | Q2 2022 | Q3 2023 | 6 |
CRITERION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.28% | 3.69% | 6.28% | Q4 2013 | Q4 2014 | 6 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q2 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 5 | 1 | 0.00% | 0.07% | 0.09% | Q3 2020 | Q1 2022 | 6 |
New England Research & Management, Inc. | 3 | 1 | 0.16% | 0.30% | 0.50% | Q1 2015 | Q1 2020 | 6 |
Convergence Investment Partners, LLC | 3 | 1 | 0.07% | 0.22% | 0.40% | Q2 2018 | Q1 2021 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.63% | 0.90% | Q4 2019 | Q1 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Harvest Investment Services, LLC | 6 | 6 | 0.13% | 0.21% | 0.33% | Q3 2020 | Q4 2021 | 6 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.09% | 0.25% | 0.49% | Q4 2018 | Q2 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 3.70% | 4.32% | 5.01% | Q1 2019 | Q4 2020 | 6 |
Numeric Investors LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2017 | 6 |
SG3 Management, LLC | 3 | 1 | 0.03% | 0.11% | 0.18% | Q2 2020 | Q3 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.31% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 1 | 0.03% | 0.22% | 0.45% | Q3 2016 | Q3 2018 | 6 |
Legacy Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 0.08% | 0.23% | 0.38% | Q2 2022 | Q3 2023 | 6 |
BP PLC | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q2 2021 | 6 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Quilter Plc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Artemis Investment Management LLP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Hutchin Hill Capital, LP | 2 | 1 | 0.05% | 0.08% | 0.11% | Q2 2014 | Q3 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.68% | 0.77% | 0.89% | Q4 2021 | Q1 2023 | 6 |
LGT Group Foundation | 4 | 2 | 0.01% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q4 2022 | 6 |
Taika Capital, LP | 6 | 6 | 1.44% | 1.86% | 2.42% | Q2 2022 | Q3 2023 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Field & Main Bank | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Meiji Yasuda Life Insurance Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
XR Securities LLC | 3 | 1 | 0.05% | 0.15% | 0.44% | Q2 2018 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 0.29% | 0.33% | 0.38% | Q3 2022 | Q4 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 6 |
FISHMAN JAY A LTD/MI | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Arabesque Asset Management Ltd | 3 | 1 | 0.11% | 1.24% | 2.29% | Q1 2019 | Q3 2021 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.06% | 0.33% | 1.38% | Q1 2014 | Q4 2021 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.00% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.09% | 0.65% | 1.29% | Q4 2020 | Q4 2022 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 6 |
Tuscan Ridge Asset Management LLC | 2 | 1 | 0.05% | 0.14% | 0.30% | Q4 2018 | Q3 2019 | 6 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Kepos Capital LP | 3 | 1 | 0.08% | 0.20% | 0.53% | Q1 2018 | Q4 2019 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 0.21% | 0.29% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q2 2021 | 5 |
GIRARD PARTNERS LTD. | 5 | 5 | 0.09% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Cinctive Capital Management LP | 3 | 2 | 0.03% | 0.08% | 0.17% | Q1 2021 | Q2 2022 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Van Hulzen Asset Management, LLC | 2 | 1 | 0.07% | 0.17% | 0.30% | Q1 2017 | Q3 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.11% | 0.22% | 0.29% | Q4 2019 | Q1 2021 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.02% | 0.07% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Petrus Trust Company, LTA | 3 | 2 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q4 2019 | 5 |
Bollard Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.20% | 0.32% | Q4 2019 | Q4 2020 | 5 |
EULAV Asset Management | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 5 |
GAGNON SECURITIES LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q4 2014 | 5 |
Cubic Asset Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q1 2020 | 5 |
Jasper Ridge Partners, L.P. | 2 | 1 | 0.37% | 0.64% | 0.84% | Q4 2014 | Q4 2019 | 5 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Values First Advisors, Inc. | 4 | 1 | 0.00% | 0.90% | 1.47% | Q2 2021 | Q1 2023 | 5 |
Woodline Partners LP | 4 | 1 | 0.14% | 0.24% | 0.51% | Q1 2022 | Q3 2023 | 5 |
Arlington Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.26% | 0.78% | 1.23% | Q1 2017 | Q2 2021 | 5 |
Sandbox Financial Partners, LLC | 5 | 5 | 0.13% | 0.20% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.08% | 0.13% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Sustainable Growth Advisers, LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Arden Trust Co | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Goodman Advisory Group, LLC | 3 | 2 | 0.41% | 0.91% | 1.46% | Q4 2021 | Q3 2023 | 5 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 5 | 5 | 0.39% | 0.55% | 0.67% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 5 |
Redwood Investments, LLC | 3 | 2 | 0.02% | 0.10% | 0.20% | Q2 2018 | Q3 2019 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 5 |
First Pacific Advisors, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
Vigilare Wealth Management | 3 | 2 | 0.13% | 0.22% | 0.30% | Q2 2020 | Q3 2021 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
EMFO, LLC | 5 | 5 | 0.40% | 0.44% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2017 | 5 |
Peninsula Wealth, LLC | 5 | 5 | 0.36% | 0.49% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Discovery Value Fund | 5 | 5 | 0.02% | 4.39% | 8.52% | Q4 2019 | Q4 2020 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.28% | 0.34% | 0.41% | Q4 2022 | Q4 2023 | 5 |
Ergoteles LLC | 5 | 5 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q1 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.14% | 0.19% | 0.29% | Q2 2021 | Q2 2022 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Avalon Investment & Advisory | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 5 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
PREMIER ASSET MANAGEMENT LLC | 4 | 1 | 0.40% | 1.45% | 1.92% | Q1 2020 | Q4 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.29% | 0.32% | 0.35% | Q4 2022 | Q4 2023 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.10% | 0.13% | 0.20% | Q3 2016 | Q3 2017 | 5 |
Geneva Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 5 |
Alta Wealth Advisors LLC | 5 | 5 | 0.57% | 0.75% | 0.82% | Q4 2020 | Q4 2021 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
WESTWOOD MANAGEMENT CORP /IL/ | 3 | 2 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2021 | 5 |
Cable Hill Partners, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 5 |
Atom Investors LP | 3 | 2 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.50% | 0.56% | 0.64% | Q3 2022 | Q3 2023 | 5 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Connolly Sarah T. | 5 | 5 | 0.13% | 0.18% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Cypress Capital Management LLC (WY) | 4 | 1 | 0.16% | 0.45% | 1.53% | Q1 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 5 |
Desjardins Global Asset Management Inc. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 2 | 0.05% | 0.11% | 0.17% | Q1 2019 | Q3 2021 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.36% | 0.44% | 0.56% | Q4 2016 | Q4 2017 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 5 |
JNBA Financial Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.19% | 0.46% | 0.70% | Q3 2020 | Q1 2022 | 5 |
Ratan Capital Management LP | 4 | 4 | 0.76% | 1.39% | 2.06% | Q2 2019 | Q1 2020 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Pembroke Management, LTD | 4 | 4 | 0.61% | 0.77% | 0.86% | Q2 2016 | Q1 2017 | 4 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 4 |
StepStone Group LP | 2 | 1 | 0.38% | 2.19% | 5.57% | Q4 2014 | Q1 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.44% | 0.48% | 0.54% | Q4 2021 | Q3 2022 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
USCA RIA LLC | 3 | 1 | 0.04% | 0.13% | 0.19% | Q1 2019 | Q1 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.44% | 0.75% | Q1 2020 | Q1 2023 | 4 |
Norinchukin Bank, The | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
NWK Group, Inc. | 4 | 4 | 1.19% | 1.51% | 1.74% | Q4 2019 | Q3 2020 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Calvert Investment Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
MRA Advisory Group | 4 | 4 | 0.42% | 0.45% | 0.47% | Q4 2020 | Q3 2021 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
L & S Advisors Inc | 3 | 1 | 0.11% | 0.16% | 0.19% | Q3 2019 | Q4 2021 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.00% | 0.10% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 4 |
Arlington Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Accuvest Global Advisors | 2 | 2 | 0.03% | 0.09% | 0.15% | Q1 2020 | Q2 2021 | 4 |
NEVILLE RODIE & SHAW INC | 4 | 4 | 0.04% | 0.13% | 0.19% | Q2 2020 | Q1 2021 | 4 |
MANA Advisors LLC | 2 | 1 | 0.73% | 0.88% | 1.03% | Q4 2017 | Q2 2020 | 4 |
Kaizen Advisory, LLC | 4 | 4 | 0.34% | 0.60% | 0.73% | Q1 2018 | Q4 2018 | 4 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Stiles Financial Services Inc | 3 | 1 | 0.11% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 4 |
Pactiv General Employee Benefit Trust | 4 | 4 | 0.70% | 0.83% | 0.94% | Q3 2020 | Q2 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 5.15% | 5.64% | 6.33% | Q1 2020 | Q4 2020 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.32% | 0.62% | Q3 2017 | Q2 2019 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.03% | 0.07% | 0.15% | Q3 2018 | Q1 2021 | 4 |
MILES CAPITAL, INC. | 3 | 1 | 0.18% | 0.20% | 0.24% | Q3 2018 | Q3 2019 | 4 |
IAM Advisory, LLC | 2 | 2 | 0.33% | 0.41% | 0.48% | Q4 2020 | Q4 2021 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
YALE UNIVERSITY | 1 | 1 | 1.62% | 6.88% | 15.25% | Q1 2015 | Q4 2019 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.31% | 0.50% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.17% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
HALSEY ASSOCIATES INC/CT | 4 | 4 | 0.85% | 0.92% | 1.00% | Q4 2018 | Q3 2019 | 4 |
EAM Investors, LLC | 4 | 4 | 0.31% | 0.39% | 0.44% | Q2 2016 | Q1 2017 | 4 |
NKCFO LLC | 2 | 2 | 0.01% | 0.10% | 0.23% | Q1 2020 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jupiter Wealth Management LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q3 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 4 |
Southland Equity Partners LLC | 3 | 1 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 4 |
Stelac Advisory Services LLC | 3 | 1 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q2 2021 | 4 |
JANUS HENDERSON INVESTORS US LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
RB Capital Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 4 |
GREENLEAF TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 4 |
CANTOR FITZGERALD, L. P. | 3 | 1 | 0.01% | 0.35% | 0.97% | Q2 2022 | Q3 2023 | 4 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q1 2021 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alcosta Capital Management, Inc. | 4 | 4 | 1.92% | 2.03% | 2.14% | Q4 2020 | Q3 2021 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.07% | 0.23% | Q2 2023 | Q3 2023 | 4 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 4 |
Mizuho Securities Co. Ltd. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.17% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q3 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.42% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
PFM Health Sciences, LP | 2 | 2 | 0.29% | 1.04% | 1.53% | Q2 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q4 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.23% | 0.38% | 0.53% | Q1 2021 | Q4 2021 | 4 |
Strategic Global Advisors, LLC | 3 | 1 | 0.07% | 0.26% | 0.65% | Q3 2018 | Q3 2023 | 4 |
TRADITION ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.13% | 0.31% | 0.47% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.05% | 0.12% | 0.23% | Q4 2021 | Q2 2023 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 0.12% | 0.17% | 0.24% | Q4 2019 | Q3 2020 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Granahan Investment Management | 4 | 4 | 0.43% | 1.00% | 1.48% | Q4 2016 | Q3 2017 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.24% | 0.51% | Q2 2020 | Q1 2021 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.21% | 0.41% | 0.72% | Q1 2016 | Q1 2021 | 4 |
Sonen Capital LLC | 3 | 1 | 0.24% | 0.40% | 0.48% | Q4 2021 | Q3 2023 | 4 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.10% | 0.32% | Q1 2016 | Q2 2018 | 4 |
MENTA CAPITAL LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2017 | 4 |
Norway Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2020 | 4 |
AXS Investments LLC | 2 | 1 | 0.03% | 0.13% | 0.20% | Q1 2021 | Q4 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Crescent Grove Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 4 |
17 CAPITAL PARTNERS, LLC | 2 | 2 | 0.22% | 0.32% | 0.41% | Q2 2021 | Q2 2022 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q3 2022 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 4 | 4 | 0.12% | 0.53% | 1.09% | Q4 2020 | Q3 2021 | 4 |
Capital Investment Counsel, Inc | 4 | 4 | 0.06% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Delta Investment Management, LLC | 3 | 1 | 0.81% | 1.40% | 2.20% | Q1 2019 | Q4 2020 | 4 |
Fulcrum Asset Management LLP | 2 | 1 | 0.21% | 0.26% | 0.30% | Q2 2020 | Q1 2022 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 4 |
RELIANCE TRUST CO OF DELAWARE | 3 | 1 | 0.04% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.24% | 0.74% | Q2 2019 | Q1 2023 | 4 |
Heritage Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Pine River Capital Management L.P. | 3 | 3 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q2 2014 | 4 |
Leonard Green & Partners, L.P. | 4 | 4 | 0.30% | 0.64% | 1.41% | Q1 2019 | Q4 2019 | 4 |
Icon Wealth Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 4 |
Matrix Capital Management Company, LP | 4 | 4 | 1.42% | 1.69% | 1.92% | Q1 2018 | Q4 2018 | 4 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
JSF Financial, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q3 2020 | Q2 2021 | 4 |
OSTRUM ASSET MANAGEMENT | 3 | 1 | 0.07% | 0.33% | 1.09% | Q3 2020 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
COLUMBUS CIRCLE INVESTORS | 2 | 1 | 0.00% | 0.13% | 0.50% | Q1 2015 | Q4 2020 | 4 |
Paradiem, LLC | 4 | 4 | 0.87% | 0.96% | 1.02% | Q4 2020 | Q3 2021 | 4 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 4 |
NuWave Investment Management, LLC | 2 | 2 | 0.00% | 0.36% | 0.66% | Q3 2020 | Q4 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2020 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q2 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Snider Financial Group | 3 | 3 | 0.80% | 0.90% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.21% | 0.34% | 0.53% | Q4 2021 | Q2 2023 | 3 |
PLATINUM INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q1 2015 | Q3 2015 | 3 |
TSFG, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
TFB Advisors LLC | 3 | 3 | 0.29% | 0.43% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.15% | 0.31% | 0.42% | Q4 2021 | Q2 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.10% | 0.31% | Q4 2018 | Q2 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LBP AM SA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Capital International Investors | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
ROMAN BUTLER FULLERTON & CO | 2 | 1 | 0.27% | 0.31% | 0.33% | Q2 2019 | Q3 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q1 2021 | 3 |
Ibex Investors LLC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q1 2018 | Q2 2019 | 3 |
Ocean Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2020 | Q4 2020 | 3 |
ARGENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
tru Independence LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 3 |
Harbor Spring Capital, LLC | 3 | 3 | 2.78% | 3.19% | 3.52% | Q3 2020 | Q1 2021 | 3 |
Geneva Partners, LLC | 3 | 3 | 1.93% | 2.63% | 3.11% | Q1 2020 | Q3 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Natixis Investment Managers International | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2017 | Q3 2018 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.10% | 0.17% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.01% | 0.48% | 0.79% | Q1 2020 | Q3 2020 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.18% | 0.21% | 0.22% | Q3 2019 | Q3 2020 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.33% | 0.62% | 0.94% | Q1 2018 | Q1 2022 | 3 |
BAXTER BROS INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Family Management Corp | 2 | 1 | 0.05% | 0.75% | 1.19% | Q3 2020 | Q2 2021 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Casablanca Capital LP | 2 | 2 | 0.20% | 0.46% | 0.59% | Q4 2013 | Q1 2014 | 3 |
Human Investing LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Junto Capital Management LP | 2 | 1 | 0.64% | 1.94% | 3.96% | Q4 2014 | Q3 2022 | 3 |
Pachira Investments Inc. | 2 | 1 | 0.14% | 0.20% | 0.28% | Q3 2020 | Q4 2021 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.12% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Empire Capital Management, L.L.C. | 3 | 3 | 3.53% | 4.63% | 6.37% | Q4 2013 | Q2 2014 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2020 | Q3 2020 | 3 |
GLG Partners LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Stonegate Investment Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Crestline Management, LP | 2 | 1 | 0.20% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LUTS & GREENLEIGH GROUP, INC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.32% | 0.39% | 0.51% | Q4 2021 | Q2 2022 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.26% | 0.48% | Q1 2018 | Q1 2020 | 3 |
Forward Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
William Allan Corp | 3 | 3 | 0.40% | 1.51% | 2.15% | Q1 2023 | Q3 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.00% | 0.12% | 0.22% | Q4 2015 | Q1 2019 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CCLA Investment Management | 3 | 3 | 0.75% | 1.01% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Mezzasalma Advisors, LLC | 3 | 3 | 3.23% | 3.31% | 3.41% | Q4 2020 | Q2 2021 | 3 |
HWG Holdings LP | 3 | 3 | 0.44% | 0.73% | 1.21% | Q1 2019 | Q3 2019 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q2 2022 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Atika Capital Management LLC | 3 | 3 | 0.30% | 0.56% | 0.77% | Q1 2018 | Q3 2018 | 3 |
Kolinsky Wealth Management, LLC | 2 | 1 | 0.23% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 3 |
ING GROEP NV | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q4 2022 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Folger Hill Asset Management LP | 1 | 1 | 0.03% | 0.18% | 0.30% | Q4 2015 | Q2 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Cross Staff Investments Inc | 2 | 1 | 0.20% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 3 |
Polianta Ltd | 3 | 3 | 0.50% | 0.60% | 0.69% | Q2 2019 | Q4 2019 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q4 2020 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Bay Rivers Group | 3 | 3 | 0.23% | 0.33% | 0.38% | Q3 2020 | Q1 2021 | 3 |
Cupps Capital Management, LLC | 2 | 1 | 0.08% | 0.34% | 0.68% | Q1 2015 | Q3 2016 | 3 |
TORRAY INVESTMENT PARTNERS LLC | 3 | 3 | 0.64% | 0.67% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Grandview Asset Management LLC | 2 | 1 | 0.01% | 0.15% | 0.24% | Q2 2019 | Q1 2021 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.77% | 1.33% | 2.22% | Q3 2016 | Q1 2017 | 3 |
DC Investments Management, LLC | 3 | 3 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
JS Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.16% | 0.38% | 0.50% | Q1 2019 | Q3 2019 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 0.42% | 1.76% | 3.91% | Q1 2018 | Q3 2018 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Timpani Capital Management LLC | 3 | 3 | 0.61% | 0.99% | 1.23% | Q1 2017 | Q3 2017 | 3 |
Unigestion Holding SA | 3 | 3 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.08% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Investment Research & Advisory Group, Inc. | 3 | 3 | 0.05% | 0.40% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Summit X, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Pendal Group Ltd | 2 | 1 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2019 | 3 |
Continuum Advisory, LLC | 2 | 1 | 0.03% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.40% | 0.47% | 0.53% | Q2 2019 | Q4 2019 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Jabre Capital Partners S.A. | 3 | 3 | 0.04% | 0.11% | 0.15% | Q1 2018 | Q3 2018 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 3 |
Fosun International Ltd | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PURA VIDA INVESTMENTS, LLC | 3 | 3 | 0.25% | 0.66% | 1.38% | Q2 2020 | Q4 2020 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
GQG Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 3 | 3 | 0.29% | 0.62% | 0.82% | Q2 2017 | Q4 2017 | 3 |
Optimus Prime Fund Management Co., Ltd. | 2 | 1 | 0.08% | 0.22% | 0.50% | Q1 2020 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.07% | 0.10% | Q2 2020 | Q3 2022 | 3 |
Cardinal Capital Management | 3 | 3 | 0.49% | 0.53% | 0.56% | Q1 2023 | Q3 2023 | 3 |
SYCOMORE ASSET MANAGEMENT | 3 | 3 | 0.17% | 0.53% | 0.81% | Q4 2022 | Q2 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOLTON LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2014 | Q1 2014 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.64% | 1.02% | 1.40% | Q4 2019 | Q1 2020 | 2 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Clarity Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
F/M Investments LLC | 2 | 2 | 1.86% | 2.29% | 2.71% | Q3 2022 | Q4 2022 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.30% | 0.44% | 0.57% | Q4 2020 | Q4 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q3 2014 | Q4 2014 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q3 2022 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Apex Capital Management | 2 | 2 | 0.49% | 0.51% | 0.54% | Q4 2015 | Q1 2016 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 1 | 1 | 0.15% | 0.24% | 0.33% | Q1 2022 | Q1 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Pier Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.66% | 1.07% | 1.47% | Q4 2021 | Q1 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.10% | 0.30% | 0.50% | Q1 2023 | Q2 2023 | 2 |
Aubrey Capital Management Ltd | 2 | 2 | 1.77% | 1.80% | 1.82% | Q2 2020 | Q3 2020 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
GENERATION INVESTMENT MANAGEMENT LLP | 2 | 2 | 0.48% | 0.51% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Grandeur Peak Global Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Garelick Capital Partners, LP | 1 | 1 | 1.91% | 2.40% | 2.89% | Q4 2015 | Q4 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 2 |
DIKER MANAGEMENT LLC | 2 | 2 | 3.14% | 3.77% | 4.39% | Q4 2019 | Q1 2020 | 2 |
Capital World Investors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.27% | 0.28% | 0.29% | Q2 2018 | Q2 2019 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.13% | 0.17% | Q1 2015 | Q4 2016 | 2 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 2 | 1.52% | 2.00% | 2.49% | Q4 2017 | Q1 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.24% | 0.26% | 0.28% | Q3 2014 | Q1 2016 | 2 |
Duquesne Family Office | 1 | 1 | 0.04% | 0.37% | 0.70% | Q2 2019 | Q3 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q2 2017 | Q1 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.29% | 0.36% | 0.42% | Q2 2019 | Q1 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.24% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 2 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 2 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.37% | 0.65% | Q4 2021 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
RWC Asset Management LLP | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q4 2014 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.51% | 0.51% | 0.52% | Q2 2021 | Q3 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.02% | 0.56% | 1.09% | Q1 2022 | Q2 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.09% | 0.16% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.13% | 0.26% | 0.38% | Q4 2019 | Q2 2020 | 2 |
Silvant Capital Management LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.07% | 0.21% | 0.34% | Q3 2017 | Q4 2017 | 2 |
Titan Capital Management, LLC /TX | 2 | 2 | 0.41% | 0.45% | 0.48% | Q2 2020 | Q3 2020 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q4 2016 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 2.14% | 2.31% | 2.49% | Q2 2018 | Q3 2018 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CT Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q2 2020 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.13% | 0.19% | 0.26% | Q4 2020 | Q1 2021 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.08% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Islet Management, LP | 2 | 2 | 0.44% | 0.47% | 0.50% | Q2 2022 | Q3 2022 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q4 2022 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Washington Harbour Partners LP | 2 | 2 | 1.87% | 2.06% | 2.25% | Q2 2023 | Q3 2023 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.36% | 0.50% | 0.65% | Q2 2019 | Q3 2020 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.15% | 0.22% | 0.29% | Q2 2019 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LA FINANCIERE DE L'ECHIQUIER | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.23% | 0.51% | 0.79% | Q4 2019 | Q1 2020 | 2 |
HealthCor Management, L.P. | 2 | 2 | 0.79% | 1.24% | 1.69% | Q1 2021 | Q2 2021 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.43% | 0.62% | 0.81% | Q2 2023 | Q3 2023 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.74% | 0.78% | 0.82% | Q4 2022 | Q1 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q3 2017 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Social Capital PEP Management LLC | 2 | 2 | 1.23% | 1.84% | 2.44% | Q4 2017 | Q1 2018 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 2 |
Monaco Asset Management SAM | 2 | 2 | 0.58% | 0.74% | 0.91% | Q2 2020 | Q3 2020 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.50% | 0.50% | 0.51% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2017 | Q3 2017 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WAFRA INC. | 2 | 2 | 0.31% | 0.67% | 1.02% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.42% | 0.64% | Q3 2020 | Q4 2020 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 0.17% | 0.28% | 0.38% | Q4 2020 | Q1 2021 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.14% | 0.26% | Q4 2019 | Q2 2020 | 2 |
HF Advisory Group, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q1 2017 | Q2 2017 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.07% | 0.20% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.11% | 0.22% | 0.32% | Q3 2022 | Q3 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
AJO, LP | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q2 2020 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q3 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 0.44% | 0.65% | 0.85% | Q2 2020 | Q3 2020 | 2 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 1.16% | 2.11% | 3.06% | Q1 2015 | Q4 2019 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.11% | 1.33% | 1.55% | Q2 2020 | Q3 2020 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.10% | 0.47% | 0.84% | Q2 2022 | Q2 2023 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Polar Capital LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
CGN Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q4 2023 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Tairen Capital Ltd | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2019 | Q2 2019 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Asset Allocation & Management Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2017 | Q1 2017 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2020 | Q2 2020 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 11.41% | 11.41% | 11.41% | Q1 2023 | Q1 2023 | 1 |
David J Yvars Group | 1 | 1 | 3.88% | 3.88% | 3.88% | Q4 2020 | Q4 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Jetstream Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2015 | Q4 2015 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2020 | Q3 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Dakota Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Coatue Management | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2018 | Q4 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2021 | Q4 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Zhang Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2019 | Q1 2019 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2013 | Q4 2013 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q2 2023 | 1 |
Thrax Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Wilkinson Global Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aquila Investment Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GROW Partners, LLC | 1 | 1 | 10.63% | 10.63% | 10.63% | Q1 2015 | Q1 2015 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2013 | Q4 2013 | 1 |
Casdin Capital, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Mitra Capital LLC | 1 | 1 | 5.27% | 5.27% | 5.27% | Q1 2017 | Q1 2017 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amiya Capital LLP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2014 | Q2 2014 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Manteio Capital LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Platte River Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
HHR Asset Management, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2020 | Q1 2020 | 1 |
CHOREO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2017 | Q3 2017 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
LMR Partners LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Melvin Capital Management LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2019 | Q2 2019 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2023 | Q4 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2016 | Q4 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2021 | Q3 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
United Community Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Durable Capital Partners LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jeneq Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Citizens Financial Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CG Asset Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2015 | Q1 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2021 | Q3 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Olympiad Research LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Blossom Wealth Management | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Svenska Handelsbanken AB (publ) | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2020 | Q3 2020 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Swedbank | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Signition LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2016 | Q1 2016 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own VEEVA SYS INC or have owned VEEVA SYS INC in the past.