Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 24 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 14 |
Verition Fund Management LLC | 12 | 12 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 14 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
Versant Capital Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
M&R CAPITAL MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NATIXIS ADVISORS, L.P. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
State of Alaska, Department of Revenue | 12 | 12 | 0.01% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Arizona State Retirement System | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MetLife Investment Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Utah Retirement Systems | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 12 | 12 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EPIQ PARTNERS, LLC | 12 | 12 | 0.67% | 0.86% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ST GERMAIN D J CO INC | 9 | 3 | 0.00% | 0.08% | 0.20% | Q4 2020 | Q4 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 12 | 12 | 0.31% | 0.82% | 1.20% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
CNB Bank | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hudson Bay Capital Management LP | 12 | 12 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DUNCKER STREETT & CO INC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.00% | 0.06% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Skylands Capital, LLC | 12 | 12 | 0.21% | 0.33% | 0.60% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Allianz Asset Management GmbH | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 12 | 12 | 0.05% | 2.14% | 3.55% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Man Group plc | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.02% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DIMENSIONAL FUND ADVISORS LP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ADIRONDACK TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMALGAMATED BANK | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.08% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BANYAN CAPITAL MANAGEMENT, INC. | 12 | 12 | 4.10% | 5.61% | 8.59% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.09% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Keeley-Teton Advisors, LLC | 12 | 12 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TEXAS PERMANENT SCHOOL FUND CORP | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Hikari Power Ltd | 12 | 12 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
VAN DEN BERG MANAGEMENT I, INC | 12 | 12 | 1.46% | 2.08% | 2.97% | Q4 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FEDERATED HERMES, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Treasurer of the State of North Carolina | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.89% | 1.22% | 1.68% | Q4 2020 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PUTNAM INVESTMENTS LLC | 12 | 12 | 0.22% | 0.30% | 0.34% | Q4 2020 | Q3 2023 | 12 |
CSS LLC/IL | 6 | 5 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Crossmark Global Holdings, Inc. | 12 | 12 | 0.01% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Empire Life Investments Inc. | 12 | 12 | 0.60% | 0.87% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SECURIAN ASSET MANAGEMENT, INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VANGUARD GROUP INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Retirement Systems of Alabama | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
O'Brien Greene & Co. Inc | 12 | 12 | 0.24% | 1.44% | 2.04% | Q4 2020 | Q3 2023 | 12 |
ROYCE & ASSOCIATES LP | 12 | 12 | 0.03% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Employees Retirement System of Texas | 12 | 12 | 0.06% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tortoise Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 12 | 12 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Heron Bay Capital Management | 11 | 11 | 1.06% | 3.72% | 6.27% | Q1 2021 | Q3 2023 | 11 |
WELCH & FORBES LLC | 8 | 3 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
NORDEA INVESTMENT MANAGEMENT AB | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hikari Tsushin, Inc. | 8 | 3 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
COMERICA BANK | 9 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Brandywine Global Investment Management, LLC | 11 | 11 | 0.26% | 0.40% | 0.52% | Q1 2021 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Robeco Institutional Asset Management B.V. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
TORONTO DOMINION BANK | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 4 | 0.01% | 0.33% | 0.93% | Q4 2020 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Schonfeld Strategic Advisors LLC | 8 | 3 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Gotham Asset Management, LLC | 7 | 4 | 0.01% | 0.06% | 0.27% | Q4 2020 | Q3 2023 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Laurel Wealth Advisors LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
XPONANCE, INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 6 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Endurance Wealth Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Asset Dedication, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.02% | 0.14% | 0.45% | Q4 2020 | Q3 2023 | 10 |
Stanley Capital Management, LLC | 10 | 10 | 1.41% | 2.63% | 3.99% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Clean Yield Group | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Renaissance Technologies | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Clearline Capital LP | 10 | 10 | 0.51% | 1.33% | 1.80% | Q4 2020 | Q1 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HighTower Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Alberta Investment Management Corp | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Sageworth Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Marquette Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 10 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Holocene Advisors, LP | 10 | 10 | 0.01% | 0.11% | 0.23% | Q4 2020 | Q1 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 5 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
CLARK ESTATES INC/NY | 10 | 10 | 0.58% | 0.70% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 10 |
West Coast Financial LLC | 10 | 10 | 0.46% | 0.77% | 1.00% | Q2 2021 | Q3 2023 | 10 |
Archer Investment Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
SG Americas Securities, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.74% | 2.02% | 3.24% | Q1 2021 | Q2 2023 | 10 |
Pacifica Partners Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
State of Tennessee, Treasury Department | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 9 |
PRIVATE MANAGEMENT GROUP INC | 9 | 9 | 0.06% | 1.06% | 1.65% | Q3 2021 | Q3 2023 | 9 |
MACQUARIE GROUP LTD | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
EARNEST PARTNERS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
DekaBank Deutsche Girozentrale | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Allworth Financial LP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 9 |
NORGES BANK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Brookfield Asset Management | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2022 | 9 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Engineers Gate Manager LP | 8 | 1 | 0.01% | 0.10% | 0.22% | Q4 2020 | Q2 2023 | 9 |
Fernwood Investment Management, LLC | 6 | 3 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 9 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 9 |
PGGM Investments | 5 | 4 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 9 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q2 2023 | 9 |
TELEMUS CAPITAL, LLC | 9 | 9 | 0.02% | 0.07% | 0.13% | Q3 2020 | Q3 2022 | 9 |
AQR Capital Management | 8 | 1 | 0.00% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 2 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 9 |
SCHWARTZ INVESTMENT COUNSEL INC | 9 | 9 | 0.19% | 0.40% | 0.59% | Q1 2021 | Q1 2023 | 9 |
Front Street Capital Management, Inc. | 9 | 9 | 0.01% | 0.88% | 1.57% | Q3 2021 | Q3 2023 | 9 |
EVOKE WEALTH, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
WESCAP Management Group, Inc. | 8 | 8 | 0.09% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 8 |
CEERA INVESTMENTS, LLC | 8 | 8 | 0.94% | 1.95% | 2.72% | Q1 2021 | Q4 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lodge Hill Capital, LLC | 4 | 4 | 1.94% | 3.42% | 5.57% | Q1 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
MUFG Americas Holdings Corp | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vestcor Inc | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 8 |
SOUND SHORE MANAGEMENT INC /CT/ | 8 | 8 | 0.02% | 2.08% | 2.83% | Q1 2021 | Q4 2022 | 8 |
Marathon Asset Management Ltd | 8 | 8 | 0.53% | 0.74% | 0.88% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.01% | 0.10% | 0.22% | Q1 2021 | Q2 2023 | 8 |
DENALI ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 8 | 8 | 0.70% | 2.23% | 4.60% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WINTON GROUP Ltd | 8 | 8 | 0.02% | 0.10% | 0.17% | Q2 2021 | Q1 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ALGERT GLOBAL LLC | 5 | 3 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 8 |
MAR VISTA INVESTMENT PARTNERS LLC | 8 | 8 | 0.70% | 1.38% | 2.02% | Q4 2020 | Q3 2022 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Kinneret Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Patient Capital Management, LLC | 8 | 8 | 0.07% | 0.78% | 2.00% | Q4 2021 | Q3 2023 | 8 |
ARROW FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Handelsbanken Fonder AB | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Petrus Trust Company, LTA | 8 | 8 | 2.61% | 3.11% | 3.65% | Q4 2021 | Q3 2023 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Intercontinental Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Alaska Permanent Fund Corp | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rathbones Group PLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NBW CAPITAL LLC | 7 | 7 | 0.16% | 0.29% | 0.43% | Q4 2020 | Q2 2022 | 7 |
Kiltearn Partners LLP | 6 | 1 | 0.77% | 2.21% | 3.45% | Q4 2021 | Q3 2023 | 7 |
First Command Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 7 |
Woodline Partners LP | 7 | 7 | 0.19% | 0.31% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SEIZERT CAPITAL PARTNERS, LLC | 7 | 7 | 0.06% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.82% | 1.18% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 7 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
MILLER VALUE PARTNERS, LLC | 7 | 7 | 1.44% | 1.66% | 2.37% | Q1 2021 | Q3 2022 | 7 |
MML INVESTORS SERVICES, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
First Command Financial Services, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Paragon Capital Management LLC | 7 | 7 | 0.68% | 1.12% | 1.37% | Q1 2021 | Q3 2022 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.23% | 0.65% | 0.84% | Q4 2020 | Q2 2022 | 7 |
River Road Asset Management, LLC | 7 | 7 | 0.73% | 1.08% | 1.52% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CRAMER ROSENTHAL MCGLYNN LLC | 7 | 7 | 0.93% | 1.94% | 3.10% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.74% | 1.06% | 1.71% | Q3 2021 | Q1 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
FIRST HAWAIIAN BANK | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Amundi | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bollard Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
First Bank & Trust | 7 | 7 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MARSHALL & SULLIVAN INC /WA/ | 5 | 1 | 0.05% | 0.44% | 1.58% | Q4 2020 | Q2 2022 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Cipher Capital LP | 3 | 1 | 0.08% | 0.20% | 0.34% | Q4 2020 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
RNC CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
State of Wyoming | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Field & Main Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Markel Corporation | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.45% | 0.62% | 0.73% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Bull Street Advisors, LLC | 5 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Live Oak Private Wealth LLC | 6 | 6 | 0.93% | 1.10% | 1.24% | Q1 2021 | Q2 2022 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Mayar Capital Ltd. | 6 | 6 | 6.14% | 8.16% | 11.26% | Q2 2021 | Q3 2022 | 6 |
Biltmore Wealth Management, LLC | 6 | 6 | 0.20% | 0.26% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Key Square Capital Management LLC | 6 | 6 | 3.24% | 5.31% | 6.85% | Q1 2021 | Q2 2022 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.06% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Laurion Capital Management LP | 6 | 6 | 0.18% | 0.53% | 0.74% | Q4 2020 | Q1 2022 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 5 | 1 | 0.09% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.05% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q1 2023 | 6 |
DIAMANT ASSET MANAGEMENT, INC. | 4 | 2 | 0.09% | 0.36% | 0.70% | Q3 2021 | Q2 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q1 2023 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.11% | 0.18% | Q1 2021 | Q2 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Cavalry Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Davide Leone & Partners Investment Co Ltd. | 5 | 5 | 3.85% | 6.17% | 9.90% | Q4 2020 | Q4 2021 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PROFUND ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TD ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
METROPOLITAN LIFE INSURANCE CO/NY | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Lapides Asset Management, LLC | 5 | 5 | 0.52% | 0.55% | 0.60% | Q4 2020 | Q4 2021 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 5 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q1 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Smith, Salley & Associates | 5 | 5 | 0.43% | 0.52% | 0.57% | Q1 2021 | Q1 2022 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Research Global Investors | 5 | 5 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q4 2021 | 5 |
True North Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q2 2021 | Q2 2022 | 5 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.08% | 0.12% | 0.13% | Q4 2020 | Q4 2021 | 5 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.22% | 0.48% | 0.79% | Q4 2020 | Q4 2021 | 5 |
Invenomic Capital Management LP | 5 | 5 | 0.62% | 1.31% | 2.05% | Q3 2022 | Q3 2023 | 5 |
NICHOLAS COMPANY, INC. | 5 | 5 | 0.00% | 0.11% | 0.31% | Q4 2020 | Q4 2021 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.11% | 0.18% | 0.37% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CONDOR CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Grace Capital | 5 | 5 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q4 2021 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 5 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 5 |
LONDON CO OF VIRGINIA | 5 | 5 | 0.09% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 5 |
ClearBridge Investments | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Chesley Taft & Associates LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2021 | Q3 2023 | 5 |
Gates Capital Management | 5 | 5 | 2.29% | 4.06% | 5.60% | Q4 2020 | Q4 2021 | 5 |
APG Asset Management N.V. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q2 2022 | 5 |
Interval Partners, LP | 3 | 1 | 0.10% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 5 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.12% | 0.27% | Q4 2020 | Q2 2023 | 5 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.10% | 0.40% | Q3 2021 | Q2 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q4 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Samson Rock Capital LLP | 3 | 1 | 0.45% | 3.26% | 10.26% | Q3 2021 | Q3 2022 | 4 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.10% | 0.18% | Q3 2021 | Q1 2023 | 4 |
VAN ECK ASSOCIATES CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
CX Institutional | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
BNP Paribas Asset Management Holding S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 1 | 1 | 0.18% | 0.52% | 0.76% | Q4 2021 | Q2 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 4 |
Financial Connections Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
BAILARD, INC. | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
WINMILL & CO. INC | 4 | 4 | 0.59% | 0.68% | 0.82% | Q3 2021 | Q2 2022 | 4 |
SENTRY INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Counterpoint Mutual Funds LLC | 2 | 2 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q2 2023 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PANAGORA ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.09% | 0.22% | Q2 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAMBIAR INVESTORS LLC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q2 2021 | Q1 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Level Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 4 |
LSV ASSET MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DSAM Partners (London) Ltd | 4 | 4 | 3.42% | 5.31% | 7.44% | Q4 2020 | Q3 2021 | 4 |
ING GROEP NV | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Lowell Blake & Associates Inc. | 4 | 4 | 0.15% | 0.37% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.05% | 0.27% | 0.53% | Q1 2021 | Q1 2022 | 4 |
Turtle Creek Asset Management | 4 | 4 | 0.04% | 2.03% | 3.06% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.08% | 0.13% | 0.21% | Q2 2022 | Q1 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.30% | 0.37% | 0.47% | Q1 2021 | Q4 2021 | 4 |
NATIXIS | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
US Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.34% | 0.45% | 0.60% | Q4 2020 | Q2 2021 | 3 |
SUMITOMO LIFE INSURANCE CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Destination Wealth Management | 3 | 3 | 0.03% | 0.14% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Select Equity Group, L.P. | 3 | 3 | 0.08% | 0.18% | 0.28% | Q1 2023 | Q3 2023 | 3 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.08% | 0.37% | 0.75% | Q4 2020 | Q1 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.25% | 0.46% | Q4 2021 | Q2 2023 | 3 |
Rivermont Capital Management LP | 3 | 3 | 3.66% | 4.52% | 5.08% | Q1 2023 | Q3 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
BOKF, NA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
LMR Partners LLP | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q2 2021 | 3 |
AMERICAN NATIONAL INSURANCE CO | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Balentine LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2022 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
AVIVA PLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Assenagon Asset Management S.A. | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.08% | 0.20% | 0.31% | Q2 2021 | Q2 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Intelligent Financial Strategies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2021 | 3 |
First American Bank | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Barrett Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.07% | 0.11% | Q1 2021 | Q4 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.11% | 0.17% | Q1 2023 | Q3 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.07% | 0.28% | 0.51% | Q4 2020 | Q4 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SALEM CAPITAL MANAGEMENT INC | 3 | 3 | 0.43% | 0.60% | 0.85% | Q3 2021 | Q1 2022 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Palmer Knight Co | 3 | 3 | 0.55% | 1.34% | 1.76% | Q4 2020 | Q2 2021 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.26% | 1.36% | 1.46% | Q3 2021 | Q4 2021 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.09% | 0.19% | 0.29% | Q4 2020 | Q1 2021 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.19% | 0.23% | 0.26% | Q4 2020 | Q3 2021 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.08% | 0.30% | 0.52% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Douglas Lane & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.03% | 0.10% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
STRS OHIO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PineBridge Investments, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Defender Capital, LLC. | 2 | 2 | 0.80% | 0.94% | 1.09% | Q4 2020 | Q1 2021 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
First National Bank of South Miami | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q1 2023 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Deseret Mutual Benefit Administrators | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ulysses Management LLC | 2 | 2 | 0.13% | 0.24% | 0.36% | Q4 2020 | Q1 2021 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.14% | 0.28% | Q1 2021 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RBF Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.10% | 0.29% | 0.48% | Q2 2023 | Q3 2023 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.99% | 1.14% | 1.28% | Q4 2020 | Q1 2021 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q4 2021 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.08% | 0.24% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 2 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ramsay, Stattman, Vela & Price, Inc. | 2 | 2 | 0.14% | 0.20% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Baker Chad R | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GOODNOW INVESTMENT GROUP, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 1.60% | 2.09% | 2.57% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.26% | 0.32% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Employers Holdings, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 2 |
Newport Trust Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.70% | 0.82% | 0.95% | Q4 2020 | Q1 2021 | 2 |
PDT Partners, LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q2 2022 | Q3 2022 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q1 2021 | Q4 2021 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.19% | 1.03% | 1.86% | Q3 2022 | Q3 2023 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.34% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.10% | 0.17% | 0.23% | Q4 2021 | Q3 2022 | 2 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 2 |
44 WEALTH MANAGEMENT LLC | 2 | 2 | 0.31% | 0.36% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Friedenthal Financial | 2 | 2 | 0.50% | 0.51% | 0.51% | Q1 2023 | Q2 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Crestwood Advisors Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Baldwin Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2021 | Q1 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Medina Value Partners, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2022 | Q3 2022 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rubric Capital Management LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2021 | Q1 2021 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Manteio Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Baillie Gifford | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
UNITED FIRE GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Third Point | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aristides Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
AGF Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2022 | Q2 2022 | 1 |
Norinchukin Bank, The | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aperio Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Family Capital Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kentucky Retirement Systems | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Versor Investments LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2020 | Q4 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sky Investment Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gulf International Bank (UK) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Fin Capital Management LP | 1 | 1 | 3.72% | 3.72% | 3.72% | Q4 2020 | Q4 2020 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own VONTIER CORPORATION or have owned VONTIER CORPORATION in the past.