Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 107 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 106 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 104 |
Parallax Volatility Advisers, L.P. | 20 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 35 | 2 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 22 | 7 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 79 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 75 |
Jefferies Group LLC | 25 | 3 | 0.00% | 0.04% | 0.29% | Q1 2014 | Q3 2022 | 73 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 72 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 66 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.09% | Q1 2012 | Q3 2023 | 65 |
D. E. Shaw & Co., Inc. | 22 | 19 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.10% | Q1 2009 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 16 | 1 | 0.00% | 0.02% | 0.32% | Q2 2013 | Q3 2023 | 53 |
CAPSTONE INVESTMENT ADVISORS, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 52 |
Cutler Group LLC / CA | 17 | 3 | 0.00% | 0.01% | 0.18% | Q4 2015 | Q4 2020 | 50 |
PEAK6 Investments LLC | 19 | 1 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.04% | 0.06% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.04% | 0.10% | Q3 2011 | Q3 2023 | 49 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 48 |
Paloma Partners Management Co | 12 | 2 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q2 2022 | 47 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 37 | 9 | 0.01% | 0.03% | 0.10% | Q4 2011 | Q3 2023 | 46 |
Narwhal Capital Management | 42 | 42 | 0.00% | 7.33% | 15.73% | Q2 2013 | Q3 2023 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.23% | Q4 2012 | Q3 2023 | 44 |
GLENMEDE TRUST CO NA | 42 | 2 | 0.00% | 0.01% | 0.08% | Q1 2010 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.49% | 0.86% | 1.31% | Q2 2010 | Q3 2023 | 44 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.05% | 0.13% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.04% | 0.16% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 30 | 12 | 0.02% | 0.13% | 0.51% | Q1 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.14% | 0.75% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.04% | 0.06% | Q2 2012 | Q4 2022 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.18% | 0.35% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 42 | 42 | 1.24% | 1.99% | 3.40% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 1.06% | 1.90% | 2.94% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.10% | 0.34% | 1.13% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.10% | 0.32% | 0.78% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.08% | 0.58% | 1.35% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.16% | 0.60% | 1.62% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 1.12% | 1.83% | 2.30% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.06% | 0.47% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.45% | 0.76% | 0.98% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.29% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.05% | 0.21% | Q3 2013 | Q3 2023 | 41 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 41 | 41 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 30 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
FEDERATED HERMES, INC. | 35 | 6 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Thomas J. Herzfeld Advisors, Inc. | 29 | 12 | 0.13% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 38 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q3 2023 | 41 |
TRUIST FINANCIAL CORP | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BROWN BROTHERS HARRIMAN & CO | 33 | 7 | 0.00% | 0.01% | 0.09% | Q1 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q1 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.02% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q3 2023 | 40 |
Bragg Financial Advisors, Inc | 22 | 5 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 38 | 2 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 40 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 1 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 39 |
MACQUARIE GROUP LTD | 36 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
AMALGAMATED BANK | 39 | 39 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 39 |
SHELL ASSET MANAGEMENT CO | 39 | 39 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Korea Investment CORP | 39 | 39 | 0.00% | 0.10% | 0.28% | Q1 2014 | Q3 2023 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 28 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q1 2017 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 37 | 2 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Point72 Asset Management, L.P. | 18 | 1 | 0.00% | 0.21% | 0.93% | Q2 2014 | Q3 2023 | 38 |
BNP Paribas Asset Management Holding S.A. | 36 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Meiji Yasuda Life Insurance Co | 38 | 38 | 0.02% | 0.13% | 0.26% | Q2 2014 | Q3 2023 | 38 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 35 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 17 | 4 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 38 |
Creative Planning | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
PROFUND ADVISORS LLC | 21 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 38 |
Cubist Systematic Strategies, LLC | 23 | 1 | 0.00% | 0.05% | 0.18% | Q2 2014 | Q3 2023 | 38 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.03% | 0.17% | Q4 2012 | Q4 2022 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 3 | 0.01% | 0.26% | 0.89% | Q2 2013 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 37 |
PEAK6 Group LLC | 16 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2018 | 37 |
ARROW FINANCIAL CORP | 35 | 2 | 0.04% | 0.30% | 0.75% | Q2 2014 | Q3 2023 | 37 |
Meiji Yasuda Asset Management Co Ltd. | 37 | 37 | 0.05% | 0.12% | 0.28% | Q3 2014 | Q3 2023 | 37 |
M&T BANK CORP | 36 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 1 | 0.00% | 0.01% | 0.17% | Q4 2013 | Q4 2023 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 35 | 2 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 37 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.32% | 0.50% | 0.71% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Cambridge Investment Research Advisors, Inc. | 32 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q1 2022 | 36 |
STOCK YARDS BANK & TRUST CO | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.05% | 0.41% | Q2 2015 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 36 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
FIL Ltd | 35 | 1 | 0.01% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 36 |
Sippican Capital Advisors | 31 | 5 | 0.21% | 0.67% | 1.01% | Q3 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 35 | 35 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 35 | 35 | 0.04% | 0.28% | 0.63% | Q1 2015 | Q3 2023 | 35 |
CONNING INC. | 34 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 35 |
STEPHENS INC /AR/ | 23 | 1 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 20 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
FIRST TRUST ADVISORS LP | 22 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 35 |
STRS OHIO | 35 | 35 | 0.00% | 0.09% | 0.37% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
IBM Retirement Fund | 22 | 13 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2022 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Patten Group, Inc. | 20 | 15 | 0.36% | 0.63% | 0.92% | Q4 2014 | Q3 2023 | 35 |
Robeco Institutional Asset Management B.V. | 24 | 11 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 35 |
SVB WEALTH LLC | 34 | 34 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q2 2023 | 34 |
Janney Montgomery Scott LLC | 34 | 34 | 0.01% | 0.05% | 0.20% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
BANK OF NOVA SCOTIA | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.20% | Q4 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Candriam S.C.A. | 33 | 33 | 0.01% | 0.05% | 0.15% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 33 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.18% | 0.48% | Q3 2015 | Q3 2023 | 33 |
LORD, ABBETT & CO. LLC | 32 | 1 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 33 |
COMMERCE BANK | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 1 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 33 | 33 | 0.00% | 0.05% | 0.20% | Q3 2015 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.05% | 0.07% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Kiwi Wealth Investments Limited Partnership | 30 | 3 | 0.19% | 0.55% | 1.06% | Q1 2015 | Q2 2023 | 33 |
SCOUT INVESTMENTS, INC. | 33 | 33 | 0.17% | 0.48% | 0.84% | Q3 2015 | Q3 2023 | 33 |
DAVENPORT & Co LLC | 33 | 33 | 0.00% | 0.16% | 0.64% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Veritable, L.P. | 32 | 32 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 32 |
Coe Capital Management, LLC | 31 | 1 | 0.44% | 1.59% | 2.74% | Q2 2013 | Q2 2021 | 32 |
QS Investors, LLC | 32 | 32 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q2 2021 | 32 |
Andra AP-fonden | 19 | 1 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2023 | 32 |
NATIXIS ADVISORS, L.P. | 25 | 7 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 32 |
GOFEN & GLOSSBERG LLC /IL/ | 32 | 32 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2022 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.29% | 0.35% | 0.44% | Q4 2015 | Q3 2023 | 32 |
DnB Asset Management AS | 32 | 32 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2023 | 32 |
Tarbox Family Office, Inc. | 23 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
BLUESTEIN R H & CO LLC | 32 | 32 | 0.02% | 0.55% | 2.45% | Q4 2014 | Q3 2022 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q4 2020 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.14% | 0.35% | 0.59% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.03% | 0.05% | 0.15% | Q1 2016 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
BROWN ADVISORY INC | 19 | 12 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 22 | 9 | 0.11% | 0.36% | 0.62% | Q2 2013 | Q3 2023 | 31 |
Maple Capital Management, Inc. | 19 | 12 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Linscomb & Williams, Inc. | 31 | 31 | 0.03% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 31 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 14 | 3 | 0.08% | 0.14% | 0.62% | Q2 2013 | Q3 2023 | 31 |
MOODY NATIONAL BANK TRUST DIVISION | 22 | 9 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Interval Partners, LP | 11 | 1 | 0.05% | 1.56% | 3.94% | Q3 2014 | Q3 2023 | 31 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 30 | 1 | 0.04% | 0.13% | 1.55% | Q2 2013 | Q2 2022 | 31 |
Baird Financial Group, Inc. | 21 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.03% | 0.23% | Q4 2014 | Q3 2023 | 31 |
Mirae Asset Global Investments Co., Ltd. | 21 | 10 | 0.03% | 0.13% | 0.38% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 31 |
CHARTWELL INVESTMENT PARTNERS, LLC | 31 | 31 | 0.03% | 0.29% | 0.64% | Q1 2016 | Q3 2023 | 31 |
SUMITOMO LIFE INSURANCE CO | 30 | 30 | 0.01% | 0.09% | 0.24% | Q2 2016 | Q3 2023 | 30 |
APPLETON PARTNERS INC/MA | 30 | 30 | 0.12% | 0.44% | 0.78% | Q3 2016 | Q4 2023 | 30 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q3 2023 | 30 |
Alpha Cubed Investments, LLC | 21 | 9 | 0.08% | 0.32% | 1.00% | Q1 2016 | Q3 2023 | 30 |
MONETARY MANAGEMENT GROUP INC | 30 | 30 | 0.04% | 0.07% | 0.15% | Q2 2016 | Q3 2023 | 30 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.12% | 0.65% | Q2 2014 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 30 | 30 | 0.01% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 29 |
CREDIT AGRICOLE S A | 22 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 29 |
BOWEN HANES & CO INC | 29 | 29 | 0.04% | 0.24% | 0.94% | Q3 2016 | Q3 2023 | 29 |
Gardner Russo & Gardner | 29 | 29 | 0.01% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 29 | 29 | 0.02% | 0.07% | 0.16% | Q4 2016 | Q4 2023 | 29 |
Employees Retirement System of Texas | 29 | 29 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2020 | 29 |
BAR HARBOR WEALTH MANAGEMENT | 22 | 1 | 0.02% | 0.11% | 0.24% | Q1 2013 | Q2 2023 | 29 |
EADS & HEALD WEALTH MANAGEMENT | 28 | 1 | 0.14% | 0.48% | 0.94% | Q2 2016 | Q3 2023 | 29 |
WEBSTER BANK, N. A. | 29 | 29 | 0.06% | 0.19% | 0.43% | Q3 2016 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.03% | 0.05% | 0.11% | Q4 2014 | Q3 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
AXA S.A. | 13 | 2 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.02% | 0.17% | 0.36% | Q4 2016 | Q3 2023 | 28 |
BOKF, NA | 12 | 7 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 28 |
HARVEY CAPITAL MANAGEMENT INC | 28 | 28 | 0.55% | 1.47% | 2.21% | Q4 2016 | Q3 2023 | 28 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 28 |
BAMCO INC /NY/ | 19 | 9 | 0.03% | 0.10% | 0.26% | Q3 2016 | Q3 2023 | 28 |
Asset Management Group, Inc. | 13 | 4 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 28 |
WESBANCO BANK INC | 17 | 11 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 28 |
GILDER GAGNON HOWE & CO LLC | 20 | 1 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.11% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Smithfield Trust Co | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.06% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Alkeon Capital Management | 28 | 28 | 0.20% | 0.38% | 1.14% | Q4 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.41% | 1.02% | Q4 2016 | Q3 2023 | 28 |
LaFleur & Godfrey LLC | 28 | 28 | 0.31% | 2.10% | 2.75% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.04% | 0.19% | Q3 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 27 |
Family Legacy, Inc. | 27 | 27 | 1.55% | 1.98% | 3.96% | Q1 2017 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19 | 8 | 0.00% | 0.03% | 0.23% | Q4 2016 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.15% | 0.32% | Q2 2013 | Q1 2023 | 27 |
FIRST FINANCIAL CORP /IN/ | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.12% | 0.27% | 0.44% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKETS CORP | 20 | 7 | 0.00% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2020 | 27 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 26 |
RICE HALL JAMES & ASSOCIATES, LLC | 26 | 26 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 26 |
Verition Fund Management LLC | 6 | 1 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 18 | 8 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 26 |
MUFG Americas Holdings Corp | 12 | 3 | 0.00% | 0.06% | 0.23% | Q4 2010 | Q3 2022 | 26 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.12% | 0.28% | Q2 2016 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 26 | 0.00% | 0.05% | 0.17% | Q2 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2019 | 26 |
BROADVIEW ADVISORS LLC | 25 | 25 | 1.03% | 2.11% | 3.35% | Q2 2013 | Q2 2019 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
South Dakota Investment Council | 25 | 25 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2023 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 24 | 1 | 0.18% | 0.41% | 0.89% | Q2 2013 | Q3 2022 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2019 | 25 |
WHITTIER TRUST CO | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
LOOMIS SAYLES & CO L P | 22 | 1 | 0.00% | 0.12% | 0.22% | Q2 2013 | Q2 2020 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q1 2023 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 1.82% | 2.88% | 5.02% | Q4 2013 | Q4 2019 | 25 |
DAVIS R M INC | 25 | 25 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.24% | 0.45% | Q1 2013 | Q1 2019 | 25 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.02% | 0.15% | 0.26% | Q3 2006 | Q4 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Baker Avenue Asset Management, LP | 25 | 25 | 0.06% | 0.17% | 1.07% | Q3 2017 | Q3 2023 | 25 |
EXANE DERIVATIVES | 11 | 1 | 0.00% | 0.30% | 2.41% | Q4 2014 | Q1 2022 | 25 |
Capital Analysts, LLC | 12 | 1 | 0.00% | 0.20% | 0.62% | Q4 2012 | Q3 2023 | 24 |
PRINCETON CAPITAL MANAGEMENT LLC | 24 | 24 | 0.19% | 0.45% | 0.84% | Q4 2017 | Q3 2023 | 24 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20 | 4 | 0.03% | 0.54% | 0.88% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TCI Wealth Advisors, Inc. | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 24 |
Buffington Mohr McNeal | 19 | 5 | 0.06% | 0.18% | 0.29% | Q2 2017 | Q3 2023 | 24 |
AMUNDI ASSET MANAGEMENT US, INC. | 23 | 1 | 0.01% | 0.04% | 0.07% | Q4 2012 | Q1 2021 | 24 |
Weitz Investment Management | 24 | 24 | 0.05% | 2.27% | 3.67% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 18 | 6 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Flaharty Asset Management, LLC | 24 | 24 | 0.13% | 0.24% | 0.39% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 24 |
Schonfeld Strategic Advisors LLC | 11 | 1 | 0.01% | 0.19% | 0.79% | Q1 2016 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.03% | 0.09% | 0.13% | Q1 2016 | Q3 2023 | 24 |
Ancora Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
CRAMER ROSENTHAL MCGLYNN LLC | 16 | 8 | 0.20% | 0.46% | 1.43% | Q4 2014 | Q1 2021 | 24 |
Clearstead Trust, LLC | 11 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
BARINGS LLC | 9 | 3 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q4 2021 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.22% | 0.59% | 1.22% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Diversified Trust Co | 23 | 23 | 0.03% | 0.14% | 0.20% | Q2 2018 | Q4 2023 | 23 |
MARSICO CAPITAL MANAGEMENT LLC | 23 | 23 | 0.06% | 0.18% | 0.49% | Q3 2015 | Q1 2021 | 23 |
NICHOLAS COMPANY, INC. | 23 | 23 | 0.20% | 0.44% | 1.26% | Q1 2018 | Q3 2023 | 23 |
BB&T SECURITIES, LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 23 |
ING GROEP NV | 13 | 1 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 23 |
Cornerstone Advisors, Inc. | 21 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2020 | 23 |
American National Registered Investment Advisor, Inc. | 9 | 1 | 0.10% | 0.11% | 0.14% | Q4 2015 | Q1 2022 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.18% | 0.26% | 0.40% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.28% | 0.99% | 1.90% | Q2 2018 | Q3 2023 | 22 |
SCOPUS ASSET MANAGEMENT, L.P. | 8 | 1 | 0.03% | 0.80% | 2.89% | Q3 2013 | Q3 2019 | 22 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 4 | 0.10% | 0.27% | 0.50% | Q4 2015 | Q4 2022 | 22 |
DF DENT & CO INC | 19 | 3 | 0.01% | 2.44% | 3.65% | Q1 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 22 |
KLINGENSTEIN FIELDS & CO LP | 21 | 21 | 0.00% | 1.03% | 1.50% | Q3 2018 | Q3 2023 | 22 |
AGF INVESTMENTS INC. | 16 | 3 | 0.00% | 0.32% | 0.95% | Q3 2014 | Q4 2021 | 22 |
BP PLC | 9 | 2 | 0.02% | 0.12% | 0.28% | Q1 2014 | Q2 2021 | 22 |
MACKENZIE FINANCIAL CORP | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ETRADE Capital Management LLC | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2020 | 22 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 21 | 21 | 0.16% | 0.35% | 0.54% | Q3 2018 | Q3 2023 | 21 |
Chapter IV Investors, LLC | 21 | 21 | 0.00% | 9.00% | 16.86% | Q2 2013 | Q2 2018 | 21 |
PUTNAM INVESTMENTS LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 21 |
ADAMS NATURAL RESOURCES FUND, INC. | 21 | 21 | 0.26% | 0.60% | 1.57% | Q3 2018 | Q3 2023 | 21 |
SECURITY NATIONAL TRUST CO | 21 | 21 | 0.11% | 0.35% | 0.46% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Argent Trust Co | 19 | 2 | 0.04% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 21 |
SUNTRUST BANKS INC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 21 |
EVERENCE CAPITAL MANAGEMENT INC | 8 | 2 | 0.03% | 0.11% | 0.28% | Q1 2014 | Q3 2023 | 21 |
EMERALD ADVISERS, LLC | 21 | 21 | 0.04% | 0.08% | 0.18% | Q3 2015 | Q3 2020 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q2 2018 | 21 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.28% | 1.04% | 3.00% | Q1 2014 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 21 |
FRED ALGER MANAGEMENT, LLC | 14 | 3 | 0.00% | 0.42% | 1.43% | Q1 2015 | Q3 2023 | 21 |
Man Group plc | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.09% | 0.48% | Q1 2009 | Q3 2020 | 20 |
Palmer Knight Co | 20 | 20 | 3.03% | 3.82% | 4.59% | Q4 2018 | Q3 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.06% | 0.59% | Q1 2014 | Q3 2023 | 20 |
CLEARARC CAPITAL INC | 20 | 20 | 0.05% | 0.12% | 0.67% | Q1 2015 | Q4 2019 | 20 |
Plante Moran Financial Advisors, LLC | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
NATIXIS | 9 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q4 2017 | 20 |
FIRST MERCANTILE TRUST CO | 20 | 20 | 0.02% | 0.21% | 0.70% | Q2 2016 | Q1 2021 | 20 |
Holocene Advisors, LP | 15 | 2 | 0.01% | 0.71% | 1.50% | Q4 2017 | Q3 2023 | 20 |
CARLSON CAPITAL L P | 8 | 1 | 0.00% | 0.37% | 1.48% | Q2 2013 | Q4 2022 | 20 |
GARDNER LEWIS ASSET MANAGEMENT L P | 12 | 3 | 0.10% | 0.35% | 0.68% | Q4 2015 | Q3 2023 | 20 |
B & T Capital Management DBA Alpha Capital Management | 20 | 20 | 0.86% | 1.03% | 1.32% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.21% | Q1 2019 | Q3 2023 | 20 |
Compagnie Lombard Odier SCmA | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2021 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cipher Capital LP | 4 | 1 | 0.05% | 0.23% | 0.84% | Q1 2014 | Q4 2022 | 20 |
Inspire Investing, LLC | 19 | 1 | 0.00% | 0.12% | 0.33% | Q4 2017 | Q3 2023 | 20 |
GAM Holding AG | 18 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2019 | 20 |
B. Riley Wealth Advisors, Inc. | 13 | 2 | 0.01% | 0.06% | 0.10% | Q3 2015 | Q3 2023 | 20 |
FDx Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Arden Trust Co | 19 | 19 | 0.05% | 0.20% | 0.39% | Q2 2019 | Q4 2023 | 19 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 19 |
OAKBROOK INVESTMENTS LLC | 13 | 1 | 0.04% | 0.07% | 0.18% | Q3 2013 | Q4 2019 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.06% | 0.36% | Q1 2019 | Q3 2023 | 19 |
SeaTown Holdings Pte. Ltd. | 12 | 1 | 0.11% | 2.39% | 9.11% | Q1 2015 | Q4 2021 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.49% | 0.92% | Q2 2013 | Q4 2017 | 19 |
Cetera Advisors LLC | 12 | 3 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 19 |
OAK RIDGE INVESTMENTS LLC | 19 | 19 | 0.05% | 0.09% | 0.14% | Q3 2015 | Q1 2020 | 19 |
State of New Jersey Common Pension Fund D | 17 | 2 | 0.04% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 19 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 19 |
WEDBUSH SECURITIES INC | 12 | 7 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 19 |
Tredje AP-fonden | 13 | 2 | 0.00% | 0.15% | 0.35% | Q1 2016 | Q3 2023 | 19 |
Southeast Asset Advisors Inc. | 19 | 19 | 0.12% | 0.25% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Providence Capital Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2023 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.04% | 0.22% | Q1 2015 | Q3 2023 | 19 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Frontier Wealth Management LLC | 18 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q2 2022 | 19 |
Redpoint Investment Management Pty Ltd | 16 | 3 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 19 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
BREWIN DOLPHIN LTD | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 19 |
Harvest Fund Management Co., Ltd | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.26% | 0.39% | 0.56% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 18 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 19 |
NN Investment Partners Holdings N.V. | 7 | 5 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 18 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 5 | 0.01% | 0.09% | 0.84% | Q1 2019 | Q3 2023 | 18 |
HOWARD CAPITAL MANAGEMENT | 18 | 18 | 1.11% | 1.75% | 2.46% | Q3 2016 | Q4 2020 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.11% | 0.54% | Q3 2014 | Q2 2022 | 18 |
Caledonia (Private) Investments Pty Ltd | 18 | 18 | 0.80% | 3.84% | 5.30% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
MCMILLION CAPITAL MANAGEMENT INC | 9 | 9 | 1.07% | 1.50% | 1.93% | Q3 2016 | Q2 2023 | 18 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 11 | 7 | 0.34% | 0.69% | 0.94% | Q2 2013 | Q3 2019 | 18 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 18 | 18 | 0.34% | 0.56% | 0.90% | Q4 2016 | Q1 2021 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Pendal Group Ltd | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 18 |
Laffer Tengler Investments, Inc. | 18 | 18 | 0.31% | 0.42% | 0.52% | Q3 2013 | Q4 2017 | 18 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.12% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 17 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 18 |
FIRST FOUNDATION ADVISORS | 17 | 1 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q2 2022 | 18 |
Wealthfront Advisers LLC | 14 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 10 | 8 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Heritage Trust Co | 17 | 17 | 0.10% | 0.17% | 0.20% | Q3 2019 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.09% | 0.17% | Q2 2019 | Q2 2023 | 17 |
Kinsight, LLC | 17 | 17 | 0.16% | 0.29% | 0.52% | Q2 2013 | Q2 2017 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.13% | 0.20% | Q4 2018 | Q4 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q2 2022 | 17 |
WINTON GROUP Ltd | 16 | 1 | 0.01% | 0.06% | 0.19% | Q2 2017 | Q3 2023 | 17 |
AMARILLO NATIONAL BANK | 17 | 17 | 0.09% | 0.12% | 0.17% | Q3 2016 | Q3 2020 | 17 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.13% | 0.53% | Q3 2013 | Q3 2023 | 17 |
Grassi Investment Management | 17 | 17 | 0.06% | 0.87% | 1.12% | Q3 2019 | Q3 2023 | 17 |
ACG Wealth | 17 | 17 | 0.04% | 0.62% | 0.77% | Q3 2018 | Q3 2022 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.02% | 0.13% | Q3 2015 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Private Capital Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 17 |
MAVERICK CAPITAL LTD | 13 | 1 | 0.00% | 1.45% | 4.03% | Q3 2014 | Q3 2021 | 17 |
Gilbert & Cook, Inc. | 17 | 17 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2017 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.04% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.09% | 0.21% | Q3 2019 | Q3 2023 | 17 |
ADVISORY RESEARCH INC | 12 | 1 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q1 2022 | 17 |
Westhampton Capital, LLC | 15 | 2 | 0.13% | 0.21% | 0.29% | Q2 2019 | Q3 2023 | 17 |
USA FINANCIAL FORMULAS | 11 | 1 | 0.00% | 0.36% | 1.84% | Q3 2015 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q2 2023 | 17 |
Covington Capital Management | 10 | 1 | 0.00% | 0.07% | 0.16% | Q1 2016 | Q3 2022 | 17 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.07% | 0.20% | Q2 2014 | Q2 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 14 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 17 |
COLUMBUS CIRCLE INVESTORS | 11 | 2 | 0.10% | 0.33% | 1.17% | Q2 2013 | Q4 2019 | 17 |
YorkBridge Wealth Partners, LLC | 17 | 17 | 0.08% | 0.14% | 0.25% | Q4 2018 | Q4 2022 | 17 |
WEALTHFRONT Corp | 10 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2018 | 17 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 11 | 11 | 0.44% | 1.42% | 3.71% | Q2 2015 | Q4 2017 | 16 |
CX Institutional | 12 | 1 | 0.00% | 0.04% | 0.27% | Q1 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 16 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
CULLINAN ASSOCIATES INC | 9 | 7 | 0.04% | 0.23% | 0.55% | Q1 2015 | Q3 2023 | 16 |
GREENWOOD CAPITAL ASSOCIATES LLC | 13 | 1 | 0.04% | 1.47% | 3.00% | Q2 2014 | Q3 2023 | 16 |
Calamos Advisors LLC | 7 | 4 | 0.01% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 16 |
FENIMORE ASSET MANAGEMENT INC | 16 | 16 | 1.25% | 2.85% | 3.78% | Q4 2019 | Q3 2023 | 16 |
Marshall Wace North America L.P. | 14 | 2 | 0.00% | 0.38% | 1.20% | Q1 2017 | Q2 2021 | 16 |
Amici Capital, LLC | 13 | 13 | 0.03% | 1.93% | 3.43% | Q4 2013 | Q4 2016 | 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 1 | 0.04% | 0.10% | 0.14% | Q4 2017 | Q4 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.15% | 0.36% | Q2 2013 | Q1 2017 | 16 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.01% | 0.21% | 0.62% | Q1 2014 | Q1 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
JENNISON ASSOCIATES LLC | 14 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 16 |
Quantbot Technologies LP | 4 | 1 | 0.04% | 0.21% | 0.56% | Q1 2015 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.07% | 0.30% | 0.94% | Q2 2012 | Q1 2023 | 16 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.47% | 1.99% | 4.55% | Q3 2017 | Q2 2021 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.10% | 0.44% | Q1 2015 | Q3 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
GIRARD PARTNERS LTD. | 16 | 16 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q4 2021 | 16 |
Lodge Hill Capital, LLC | 13 | 13 | 1.67% | 3.86% | 8.74% | Q3 2017 | Q3 2020 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.02% | 0.59% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.40% | 0.51% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q3 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 15 |
Greenhouse Funds LLLP | 15 | 15 | 0.66% | 2.88% | 5.78% | Q4 2016 | Q2 2020 | 15 |
CENTRAL BANK & TRUST CO | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Tempus Wealth Planning, LLC | 15 | 15 | 0.25% | 0.40% | 0.59% | Q4 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.03% | 0.29% | 0.84% | Q1 2014 | Q2 2023 | 15 |
Quantitative Systematic Strategies LLC | 10 | 1 | 0.05% | 0.29% | 0.52% | Q3 2014 | Q1 2021 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.11% | 0.41% | Q1 2017 | Q3 2020 | 15 |
ALLSTATE CORP | 12 | 3 | 0.01% | 0.04% | 0.16% | Q4 2016 | Q4 2022 | 15 |
FineMark National Bank & Trust | 10 | 5 | 0.00% | 0.17% | 0.49% | Q2 2013 | Q2 2018 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 2 | 1.61% | 2.18% | 3.58% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Ceredex Value Advisors LLC | 7 | 1 | 0.35% | 0.69% | 1.18% | Q1 2018 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 5 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2022 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 0.05% | 0.19% | 0.48% | Q4 2018 | Q2 2022 | 15 |
CI INVESTMENTS INC. | 13 | 2 | 0.00% | 0.08% | 0.61% | Q3 2017 | Q3 2023 | 15 |
GREENLEAF TRUST | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 1 | 0.02% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 15 |
Partner Investment Management, L.P. | 15 | 15 | 0.28% | 2.52% | 8.21% | Q1 2014 | Q3 2017 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.04% | 0.21% | 0.67% | Q2 2014 | Q4 2017 | 15 |
Hudson Bay Capital Management LP | 7 | 1 | 0.02% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
AMICA MUTUAL INSURANCE CO | 15 | 15 | 0.05% | 0.19% | 0.48% | Q4 2018 | Q2 2022 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
GLG LLC | 15 | 15 | 0.02% | 0.21% | 0.68% | Q1 2014 | Q3 2017 | 15 |
Virtu KCG Holdings LLC | 9 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q2 2017 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.13% | 0.17% | 0.23% | Q4 2016 | Q2 2020 | 15 |
Eventide Asset Management | 15 | 15 | 0.45% | 0.90% | 1.59% | Q1 2017 | Q3 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Hood River Capital Management LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
PFM Health Sciences, LP | 15 | 15 | 0.28% | 2.32% | 6.62% | Q1 2014 | Q3 2017 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 1.40% | 1.92% | 3.46% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JAG CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.27% | 1.12% | Q4 2019 | Q1 2023 | 14 |
Clearstead Advisors, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
MOTCO | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Stockbridge Partners LLC | 14 | 14 | 1.31% | 6.14% | 10.21% | Q2 2020 | Q3 2023 | 14 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q4 2021 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.12% | 0.37% | Q2 2014 | Q2 2023 | 14 |
PARK PRESIDIO CAPITAL LLC | 14 | 14 | 3.77% | 7.57% | 13.97% | Q2 2020 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 14 | 0.00% | 0.20% | 0.38% | Q4 2018 | Q1 2022 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.14% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.03% | 0.11% | 0.27% | Q3 2016 | Q4 2019 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 14 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 14 |
LANSDOWNE PARTNERS (UK) LLP | 14 | 14 | 0.04% | 1.03% | 3.77% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2020 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 14 |
Bienville Capital Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.17% | Q1 2016 | Q2 2019 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.10% | 0.31% | Q2 2013 | Q3 2016 | 14 |
MUFG Securities EMEA plc | 11 | 1 | 0.00% | 0.03% | 0.19% | Q2 2018 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 10 | 4 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 14 |
BTC Capital Management, Inc. | 14 | 14 | 0.11% | 0.61% | 0.86% | Q2 2015 | Q3 2018 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 14 | 14 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Centre Asset Management, LLC | 10 | 3 | 0.98% | 1.67% | 2.24% | Q2 2014 | Q1 2019 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2019 | 13 |
ALLEGHANY CORP /DE | 9 | 4 | 0.78% | 2.77% | 4.69% | Q4 2017 | Q3 2022 | 13 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.22% | 0.94% | Q1 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q1 2022 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 11 | 2 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2018 | 13 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.20% | 0.50% | Q4 2013 | Q1 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Impax Asset Management Group plc | 13 | 13 | 0.08% | 0.14% | 0.19% | Q3 2018 | Q3 2021 | 13 |
Corient Capital Partners, LLC | 10 | 3 | 0.03% | 0.09% | 0.14% | Q2 2019 | Q3 2022 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.01% | 0.30% | 1.51% | Q2 2016 | Q2 2019 | 13 |
LMR Partners LLP | 7 | 1 | 0.00% | 0.14% | 0.37% | Q1 2014 | Q3 2021 | 13 |
Palestra Capital Management LLC | 8 | 2 | 3.45% | 5.10% | 7.52% | Q3 2015 | Q3 2023 | 13 |
CADENCE BANK NA | 13 | 13 | 0.10% | 0.18% | 0.21% | Q2 2013 | Q2 2016 | 13 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Prime Capital Investment Advisors, LLC | 9 | 2 | 0.00% | 0.18% | 0.50% | Q3 2019 | Q3 2023 | 13 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 13 |
Cerity Partners LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.15% | 0.22% | 0.34% | Q2 2013 | Q2 2016 | 13 |
Strategic Wealth Partners, Ltd. | 11 | 2 | 0.01% | 0.29% | 0.41% | Q4 2017 | Q1 2023 | 13 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 10 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 13 |
ADVISOR PARTNERS LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2022 | 13 |
Maryland Capital Management | 11 | 2 | 0.02% | 1.61% | 2.26% | Q3 2016 | Q4 2019 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q2 2015 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.72% | 0.85% | 1.00% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 13 |
Waverton Investment Management Ltd | 13 | 13 | 0.84% | 1.62% | 2.60% | Q3 2020 | Q3 2023 | 13 |
Deane Retirement Strategies, Inc. | 13 | 13 | 1.13% | 1.29% | 1.66% | Q3 2020 | Q3 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
First Personal Financial Services | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Vident Investment Advisory, LLC | 9 | 1 | 0.00% | 0.04% | 0.29% | Q1 2015 | Q2 2023 | 13 |
WAFRA INC. | 13 | 13 | 0.09% | 0.78% | 1.63% | Q4 2018 | Q4 2021 | 13 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q3 2019 | 12 |
L & S Advisors Inc | 5 | 1 | 0.05% | 0.30% | 0.93% | Q3 2015 | Q2 2023 | 12 |
DELTA LLOYD NV | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2016 | 12 |
NEXT CENTURY GROWTH INVESTORS LLC | 9 | 3 | 0.13% | 0.26% | 0.37% | Q2 2016 | Q1 2020 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.07% | 0.14% | 0.28% | Q1 2018 | Q4 2020 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.09% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BRAUN STACEY ASSOCIATES INC | 12 | 12 | 0.78% | 1.11% | 1.38% | Q1 2014 | Q4 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q3 2019 | 12 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 9 | 3 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Atika Capital Management LLC | 6 | 1 | 0.56% | 1.42% | 2.57% | Q2 2015 | Q3 2020 | 12 |
Dynamic Capital Management Ltd | 5 | 1 | 0.05% | 0.25% | 0.55% | Q2 2013 | Q3 2017 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q1 2021 | 12 |
BFSG, LLC | 12 | 12 | 0.32% | 0.43% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Waterfront Capital Partners, LLC | 6 | 1 | 0.59% | 1.65% | 3.02% | Q1 2016 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.03% | 0.10% | Q4 2016 | Q3 2019 | 12 |
SteelPeak Wealth, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Vancity Investment Management Ltd | 12 | 12 | 1.01% | 1.20% | 1.34% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2022 | 12 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Yorktown Management & Research Co Inc | 12 | 12 | 0.41% | 0.53% | 0.78% | Q3 2020 | Q2 2023 | 12 |
Assenagon Asset Management S.A. | 6 | 1 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sound View Wealth Advisors Group, LLC | 9 | 1 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.26% | 0.51% | Q1 2016 | Q3 2023 | 12 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 2 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2017 | 12 |
Sciencast Management LP | 3 | 1 | 0.16% | 0.46% | 1.02% | Q1 2016 | Q1 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Kepos Capital LP | 10 | 2 | 0.02% | 0.10% | 0.21% | Q3 2020 | Q3 2023 | 12 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.15% | 0.81% | Q2 2018 | Q2 2022 | 12 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Edge Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Clear Creek Financial Management, LLC | 9 | 1 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q2 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Egerton Capital (UK) LLP | 6 | 3 | 0.22% | 2.15% | 4.07% | Q4 2018 | Q1 2022 | 12 |
TFG Advisers LLC | 11 | 1 | 0.09% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2020 | 12 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q1 2020 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.20% | 0.50% | Q4 2020 | Q4 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 2.33% | 2.64% | 3.03% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.15% | 0.23% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.18% | 0.28% | 0.53% | Q4 2020 | Q2 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Lee Financial Co | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.11% | 0.19% | 0.29% | Q4 2018 | Q2 2021 | 11 |
WMS Partners, LLC | 7 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q2 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 11 |
HMS Capital Management, LLC | 7 | 7 | 0.06% | 0.67% | 1.24% | Q3 2016 | Q1 2018 | 11 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 11 |
Anson Funds Management LP | 11 | 11 | 1.30% | 2.89% | 6.70% | Q2 2015 | Q4 2017 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Decatur Capital Management, Inc. | 11 | 11 | 0.42% | 0.66% | 1.58% | Q1 2021 | Q3 2023 | 11 |
FRIESS ASSOCIATES LLC | 3 | 1 | 0.86% | 1.44% | 1.94% | Q2 2013 | Q1 2019 | 11 |
STANDARD PACIFIC CAPITAL LLC/CA | 11 | 11 | 2.28% | 4.96% | 8.57% | Q2 2013 | Q4 2015 | 11 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 11 |
PRINCETON CAPITAL MANAGEMENT INC | 11 | 11 | 0.25% | 0.80% | 1.05% | Q1 2015 | Q3 2017 | 11 |
FORVIS Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Aptus Capital Advisors, LLC | 10 | 1 | 0.01% | 0.03% | 0.15% | Q3 2019 | Q3 2023 | 11 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 1 | 0.08% | 0.13% | 0.24% | Q4 2015 | Q1 2022 | 11 |
Zweig-DiMenna Associates LLC | 9 | 1 | 0.04% | 0.78% | 1.68% | Q1 2016 | Q4 2019 | 11 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.01% | 0.33% | 0.69% | Q4 2017 | Q3 2021 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.11% | 0.41% | 1.40% | Q2 2013 | Q2 2016 | 11 |
Crewe Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Scott & Selber, Inc. | 11 | 11 | 0.44% | 0.49% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 4 | 0.00% | 0.06% | 0.31% | Q4 2019 | Q3 2023 | 11 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.39% | 0.70% | Q3 2014 | Q2 2018 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 2 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 11 |
ROWLANDMILLER & PARTNERS.ADV | 10 | 1 | 0.17% | 0.19% | 0.22% | Q3 2018 | Q3 2021 | 11 |
D L CARLSON INVESTMENT GROUP INC | 11 | 11 | 0.18% | 0.35% | 0.47% | Q1 2015 | Q3 2017 | 11 |
GLG Partners LP | 9 | 1 | 0.00% | 0.11% | 0.31% | Q1 2014 | Q3 2017 | 11 |
KEELEY ASSET MANAGEMENT CORP | 11 | 11 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q4 2016 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 5 | 0.07% | 0.26% | 0.53% | Q1 2017 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Natixis Investment Managers International | 5 | 2 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 11 |
Trexquant Investment LP | 3 | 2 | 0.03% | 0.18% | 0.57% | Q1 2015 | Q4 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sandhill Capital Partners LLC | 11 | 11 | 0.10% | 0.21% | 0.33% | Q2 2013 | Q4 2015 | 11 |
Capula Management Ltd | 3 | 2 | 0.00% | 0.10% | 0.28% | Q4 2019 | Q1 2023 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.18% | 1.04% | Q1 2014 | Q1 2020 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 11 |
Independent Advisor Alliance | 3 | 1 | 0.00% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.02% | 0.24% | 0.44% | Q3 2014 | Q2 2018 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
MOODY LYNN & LIEBERSON, LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q3 2018 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 11 |
Freestone Capital Holdings, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 1 | 0.04% | 0.25% | 0.80% | Q3 2015 | Q2 2019 | 10 |
Trust Investment Advisors | 10 | 10 | 0.96% | 1.13% | 1.47% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Avestar Capital, LLC | 7 | 3 | 0.00% | 0.07% | 0.25% | Q4 2017 | Q4 2021 | 10 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.02% | 0.61% | 1.37% | Q1 2014 | Q3 2019 | 10 |
ALPS ADVISORS INC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Parkwood LLC | 6 | 4 | 0.04% | 0.10% | 0.14% | Q3 2015 | Q1 2018 | 10 |
Electron Capital Partners, LLC | 9 | 1 | 0.71% | 2.92% | 4.28% | Q3 2016 | Q4 2020 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q1 2021 | 10 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
Values First Advisors, Inc. | 9 | 1 | 0.00% | 0.44% | 0.61% | Q4 2019 | Q1 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2015 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Terra Nova Asset Management LLC | 10 | 10 | 1.57% | 2.03% | 2.72% | Q1 2015 | Q2 2017 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 10 |
Arlington Partners LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 10 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q2 2020 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MAPLELANE CAPITAL, LLC | 4 | 2 | 0.00% | 0.50% | 1.65% | Q4 2013 | Q1 2018 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q1 2023 | 10 |
COMGEST GLOBAL INVESTORS S.A.S. | 10 | 10 | 0.03% | 0.26% | 0.51% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.04% | 0.09% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.04% | 0.40% | 1.75% | Q1 2015 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 6 | 4 | 0.04% | 0.09% | 0.13% | Q3 2016 | Q4 2019 | 10 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Capital World Investors | 7 | 3 | 0.00% | 0.10% | 0.20% | Q2 2016 | Q3 2021 | 10 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 1 | 0.01% | 0.04% | 0.16% | Q4 2014 | Q1 2021 | 10 |
WESTWOOD MANAGEMENT CORP /IL/ | 9 | 1 | 0.18% | 1.02% | 1.84% | Q1 2015 | Q3 2017 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
abrdn Investment Management Ltd | 8 | 2 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q1 2016 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 2 | 1 | 0.02% | 0.11% | 0.26% | Q4 2013 | Q4 2019 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.07% | 0.23% | Q2 2016 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 10 |
RAINIER INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.46% | 1.82% | 3.28% | Q3 2015 | Q4 2017 | 10 |
Emerald Advisors, LLC | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
BANK OF THE WEST | 10 | 10 | 0.29% | 0.39% | 0.44% | Q3 2020 | Q4 2022 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BESSEMER SECURITIES LLC | 10 | 10 | 0.23% | 0.74% | 1.28% | Q2 2021 | Q3 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Barnett & Company, Inc. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.19% | 0.39% | Q3 2019 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Somerset Trust Co | 6 | 1 | 0.02% | 0.10% | 0.13% | Q1 2019 | Q4 2023 | 9 |
Foster Victor Wealth Advisors, LLC | 9 | 9 | 0.45% | 1.06% | 1.56% | Q4 2018 | Q4 2020 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 9 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 4 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 4 | 1 | 0.13% | 0.32% | 0.78% | Q1 2016 | Q3 2020 | 9 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
EMINENCE CAPITAL, LP | 9 | 9 | 1.62% | 3.23% | 5.57% | Q1 2018 | Q1 2020 | 9 |
Apriem Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 9 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.50% | 1.14% | Q1 2014 | Q1 2023 | 9 |
Seneca House Advisors | 9 | 9 | 1.23% | 3.19% | 4.24% | Q3 2021 | Q3 2023 | 9 |
CALDWELL & ORKIN INC | 7 | 1 | 0.02% | 1.37% | 5.98% | Q1 2014 | Q4 2016 | 9 |
TLWM | 9 | 9 | 0.27% | 0.31% | 0.40% | Q4 2017 | Q4 2019 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Jacobus Wealth Management, Inc. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q3 2016 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2019 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.01% | 0.33% | 2.37% | Q2 2013 | Q2 2018 | 9 |
VONTOBEL ASSET MANAGEMENT INC | 9 | 9 | 1.85% | 2.52% | 3.13% | Q3 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.34% | 0.76% | 1.41% | Q3 2013 | Q2 2018 | 9 |
THOMPSON DAVIS & CO., INC. | 9 | 9 | 0.01% | 0.05% | 0.28% | Q3 2015 | Q3 2017 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Kingfisher Capital LLC | 9 | 9 | 0.85% | 1.10% | 1.30% | Q3 2015 | Q3 2017 | 9 |
BRANDYWINE TRUST CO | 9 | 9 | 0.08% | 0.12% | 0.19% | Q3 2019 | Q3 2021 | 9 |
Platte River Capital LLC | 9 | 9 | 0.60% | 0.76% | 1.12% | Q2 2013 | Q2 2015 | 9 |
Lorem Ipsum Management, LLC | 7 | 7 | 1.28% | 5.09% | 8.09% | Q4 2014 | Q2 2016 | 9 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
IAM Advisory, LLC | 7 | 2 | 0.38% | 0.46% | 0.53% | Q4 2020 | Q1 2023 | 9 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 9 | 9 | 0.56% | 0.73% | 0.85% | Q4 2020 | Q4 2022 | 9 |
OMERS ADMINISTRATION Corp | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2016 | 9 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.19% | 0.29% | 0.42% | Q1 2014 | Q2 2019 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 8 | 1 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2022 | 9 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.25% | 0.42% | Q1 2017 | Q2 2018 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.20% | 0.46% | Q3 2019 | Q3 2023 | 9 |
Ziegler Capital Management, LLC | 9 | 9 | 0.07% | 0.14% | 0.17% | Q1 2020 | Q1 2022 | 9 |
Qube Research & Technologies Ltd | 2 | 1 | 0.04% | 0.11% | 0.18% | Q2 2018 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2017 | 9 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SAMLYN CAPITAL, LLC | 3 | 1 | 0.26% | 0.50% | 0.62% | Q3 2016 | Q3 2022 | 8 |
Artisan Partners Limited Partnership | 3 | 1 | 0.00% | 0.12% | 0.27% | Q2 2017 | Q1 2022 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Visium Asset Management, LP | 5 | 3 | 0.01% | 0.06% | 0.16% | Q4 2013 | Q1 2016 | 8 |
Mariner, LLC | 7 | 1 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 8 | 8 | 0.13% | 0.23% | 0.32% | Q2 2016 | Q1 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q3 2016 | 8 |
Odey Asset Management Group Ltd | 5 | 1 | 0.22% | 0.30% | 0.40% | Q1 2018 | Q3 2020 | 8 |
CAPITAL GROWTH MANAGEMENT LP | 4 | 1 | 0.85% | 2.75% | 5.36% | Q3 2015 | Q3 2020 | 8 |
Echo Street Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
BAHL & GAYNOR INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
TOBAM | 8 | 8 | 0.00% | 0.49% | 1.03% | Q3 2020 | Q2 2022 | 8 |
Weil Company, Inc. | 7 | 1 | 0.29% | 0.50% | 0.66% | Q3 2020 | Q3 2023 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.41% | 0.76% | 1.08% | Q3 2018 | Q2 2020 | 8 |
Artemis Investment Management LLP | 4 | 2 | 0.08% | 0.61% | 1.54% | Q3 2016 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.01% | 0.05% | 0.22% | Q1 2017 | Q4 2018 | 8 |
BANQUE PICTET & CIE SA | 6 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 8 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 2 | 0.06% | 0.34% | 0.57% | Q3 2015 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Triangle Securities Wealth Management | 8 | 8 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 8 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.26% | 0.59% | 1.15% | Q3 2015 | Q2 2019 | 8 |
Madden Advisory Services, Inc. | 6 | 2 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2016 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.22% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q3 2018 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HITE Hedge Asset Management LLC | 8 | 8 | 0.18% | 0.31% | 0.61% | Q1 2020 | Q4 2021 | 8 |
UBS OCONNOR LLC | 5 | 1 | 0.05% | 0.12% | 0.21% | Q1 2017 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.05% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cerebellum GP, LLC | 4 | 2 | 0.09% | 0.22% | 0.31% | Q4 2017 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.54% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 1 | 0.20% | 0.68% | 1.22% | Q3 2015 | Q4 2020 | 8 |
SIRIOS CAPITAL MANAGEMENT L P | 5 | 3 | 0.00% | 0.27% | 0.86% | Q2 2020 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.03% | 0.10% | 0.33% | Q2 2015 | Q1 2020 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.05% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Checchi Capital Advisers, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Northeast Financial Consultants Inc | 8 | 8 | 0.13% | 0.81% | 2.98% | Q3 2016 | Q2 2018 | 8 |
Meridian Wealth Management, LLC | 6 | 2 | 0.01% | 0.30% | 0.60% | Q4 2016 | Q3 2019 | 8 |
Lone Pine Capital | 8 | 8 | 0.45% | 1.58% | 2.54% | Q1 2015 | Q4 2016 | 8 |
TI-TRUST, INC | 8 | 8 | 0.70% | 0.84% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 8 | 8 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ADIRONDACK TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
PrairieView Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BlueDrive Global Investors LLP | 8 | 8 | 6.40% | 11.69% | 15.54% | Q4 2017 | Q3 2019 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.16% | 0.47% | 0.79% | Q2 2020 | Q1 2022 | 8 |
Windsor Creek Advisors, LLC | 5 | 3 | 0.15% | 0.34% | 0.66% | Q4 2018 | Q1 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.19% | 0.57% | 0.73% | Q1 2017 | Q4 2018 | 8 |
Legacy Bridge, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 6 | 2 | 0.03% | 0.85% | 1.40% | Q2 2017 | Q1 2021 | 8 |
Bridgeworth, LLC | 7 | 1 | 0.15% | 0.28% | 0.46% | Q4 2016 | Q1 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
HL FINANCIAL SERVICES LLC | 4 | 2 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 8 |
DENVER INVESTMENT ADVISORS LLC | 5 | 3 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q4 2016 | 8 |
Junto Capital Management LP | 4 | 1 | 1.61% | 2.05% | 2.61% | Q2 2018 | Q1 2022 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 1 | 0.00% | 0.06% | 0.25% | Q3 2020 | Q3 2023 | 7 |
Findlay Park Partners LLP | 5 | 2 | 0.41% | 0.82% | 1.18% | Q2 2013 | Q4 2015 | 7 |
Rather & Kittrell, Inc. | 7 | 7 | 0.22% | 0.38% | 0.51% | Q4 2021 | Q2 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NAVELLIER & ASSOCIATES INC | 7 | 7 | 0.29% | 1.27% | 1.98% | Q3 2015 | Q1 2017 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
NICOLA WEALTH MANAGEMENT LTD. | 4 | 3 | 0.50% | 0.71% | 0.88% | Q1 2018 | Q4 2019 | 7 |
SIMMONS FIRST TRUST CO NA | 5 | 2 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q4 2015 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.06% | 0.36% | 0.75% | Q2 2016 | Q2 2020 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q2 2022 | 7 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 3 | 0.20% | 0.44% | 0.50% | Q2 2019 | Q4 2021 | 7 |
Key FInancial Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Citizens Business Bank | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2012 | Q2 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
State of Wyoming | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q2 2017 | 7 |
Cypress Capital Management LLC (WY) | 6 | 1 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q4 2018 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 7 |
Latimer Light Capital, L.P. | 4 | 3 | 3.67% | 5.05% | 6.62% | Q4 2015 | Q4 2017 | 7 |
MKP Capital Management, L.L.C. | 6 | 6 | 0.11% | 0.93% | 1.77% | Q2 2020 | Q3 2021 | 7 |
Nokota Management, LP | 6 | 6 | 0.37% | 0.65% | 1.01% | Q3 2017 | Q4 2018 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.12% | 0.15% | 0.23% | Q1 2016 | Q3 2022 | 7 |
OneAscent Financial Services LLC | 6 | 1 | 0.18% | 0.34% | 0.43% | Q2 2019 | Q1 2021 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.74% | 0.83% | 0.93% | Q1 2017 | Q3 2018 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.08% | 0.19% | 0.36% | Q1 2021 | Q3 2023 | 7 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q2 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 7 |
Elo Mutual Pension Insurance Co | 4 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.04% | 0.26% | 1.10% | Q4 2017 | Q3 2023 | 7 |
PECONIC PARTNERS LLC | 5 | 1 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q4 2021 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Round Table Services, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Brown Advisory Securities, LLC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q3 2013 | Q2 2015 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CATAPULT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.05% | 0.21% | 0.40% | Q2 2013 | Q2 2015 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.01% | 0.84% | 1.47% | Q1 2015 | Q3 2016 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 7 |
PointState Capital LP | 2 | 1 | 0.07% | 0.31% | 0.52% | Q2 2013 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Theleme Partners LLP | 5 | 2 | 6.74% | 9.83% | 14.08% | Q2 2015 | Q3 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sandbar Asset Management LLP | 7 | 7 | 1.80% | 2.25% | 3.11% | Q1 2021 | Q3 2022 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.40% | 0.50% | 0.54% | Q1 2017 | Q3 2018 | 7 |
PRENTISS SMITH & CO INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Empowered Funds, LLC | 5 | 2 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.07% | 0.28% | Q2 2014 | Q4 2019 | 7 |
PA Capital LLC | 7 | 7 | 0.60% | 0.88% | 1.38% | Q4 2018 | Q2 2020 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.30% | 0.79% | 1.28% | Q1 2022 | Q3 2023 | 7 |
Pearl River Capital, LLC | 3 | 1 | 0.02% | 0.09% | 0.26% | Q1 2020 | Q2 2023 | 7 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q2 2022 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.05% | 0.09% | 0.12% | Q3 2015 | Q1 2017 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Main Street Research LLC | 7 | 7 | 0.84% | 1.66% | 1.97% | Q3 2016 | Q1 2018 | 7 |
RMR Wealth Builders | 4 | 1 | 0.04% | 0.09% | 0.20% | Q4 2019 | Q1 2022 | 7 |
Capital Innovations LLC | 7 | 7 | 0.70% | 1.01% | 2.03% | Q3 2017 | Q1 2019 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 7 | 0.13% | 0.25% | 0.58% | Q4 2014 | Q2 2016 | 7 |
WALL STREET ASSOCIATES | 5 | 2 | 0.07% | 0.20% | 0.43% | Q1 2014 | Q4 2016 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.04% | 0.06% | 0.16% | Q4 2018 | Q1 2021 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.09% | 0.21% | Q1 2014 | Q1 2018 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q3 2017 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.14% | 0.52% | 0.70% | Q1 2017 | Q2 2018 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EverPoint Asset Management, LLC | 2 | 1 | 0.03% | 0.12% | 0.29% | Q2 2014 | Q4 2016 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Moors & Cabot, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
WRIGHT INVESTORS SERVICE INC | 6 | 6 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q1 2020 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.07% | 0.17% | 0.31% | Q1 2021 | Q2 2022 | 6 |
Czech National Bank | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CLINTON GROUP INC | 3 | 1 | 0.05% | 0.19% | 0.56% | Q1 2015 | Q1 2017 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
GRATRY & Co LLC | 6 | 6 | 0.14% | 0.20% | 0.25% | Q3 2015 | Q4 2016 | 6 |
MU Investments Co., Ltd. | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2016 | 6 |
Chemistry Wealth Management LLC | 5 | 1 | 0.08% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Melvin Capital Management LP | 4 | 4 | 0.58% | 1.41% | 2.76% | Q1 2017 | Q4 2017 | 6 |
Industrial Alliance Investment Management Inc. | 5 | 1 | 0.01% | 0.04% | 0.21% | Q4 2021 | Q3 2023 | 6 |
SG3 Management, LLC | 2 | 1 | 0.18% | 0.27% | 0.36% | Q4 2016 | Q1 2020 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Choate Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 5 | 1 | 0.07% | 0.14% | 0.26% | Q1 2014 | Q2 2016 | 6 |
Fund Management at Engine No. 1 LLC | 5 | 1 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.57% | 0.60% | 0.65% | Q3 2016 | Q4 2017 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2014 | 6 |
ICON ADVISERS INC/CO | 6 | 6 | 0.03% | 0.11% | 0.12% | Q4 2016 | Q1 2018 | 6 |
NIPPON LIFE INSURANCE CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 6 |
First National Bank of South Miami | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
AllGen Financial Advisors, Inc. | 4 | 1 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q2 2023 | 6 |
TCF National Bank | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2020 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Machina Capital S.A.S. | 3 | 1 | 0.21% | 0.57% | 1.02% | Q4 2019 | Q3 2023 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 6 |
NAN FUNG TRINITY (HK) Ltd | 6 | 6 | 0.09% | 1.37% | 3.45% | Q2 2020 | Q3 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Gryphon Financial Partners LLC | 6 | 6 | 0.00% | 0.10% | 0.22% | Q4 2017 | Q1 2019 | 6 |
Peregrine Asset Advisers, Inc. | 4 | 2 | 0.10% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 4 | 1 | 0.03% | 0.18% | 0.32% | Q4 2020 | Q1 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Core Alternative Capital | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Santa Fe Partners LLC | 4 | 2 | 0.08% | 0.28% | 0.49% | Q1 2014 | Q3 2015 | 6 |
CQS Cayman LP | 3 | 3 | 0.10% | 0.54% | 1.11% | Q1 2015 | Q3 2015 | 6 |
Passport Capital, LLC | 3 | 3 | 0.05% | 0.28% | 0.89% | Q2 2015 | Q2 2017 | 6 |
Legacy Private Trust Co. | 4 | 2 | 0.02% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.82% | 0.93% | 1.04% | Q2 2019 | Q3 2020 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 6 |
Vollero Beach Capital Partners LLC | 2 | 2 | 0.47% | 1.26% | 1.82% | Q4 2013 | Q3 2016 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.18% | 0.51% | Q4 2017 | Q1 2019 | 6 |
Weiss Asset Management LP | 3 | 1 | 0.04% | 0.10% | 0.18% | Q2 2020 | Q1 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 6 |
WASHINGTON TRUST BANK | 4 | 2 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q4 2018 | 6 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Baillie Gifford | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2014 | Q3 2015 | 6 |
Jade Capital Advisors, LLC | 3 | 1 | 0.48% | 2.54% | 8.14% | Q1 2021 | Q1 2023 | 6 |
Aureus Asset Management, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q3 2018 | Q4 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 6 |
Harbour Capital Advisors, LLC | 5 | 1 | 0.03% | 0.33% | 0.57% | Q3 2015 | Q1 2017 | 6 |
Rafferty Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 6 |
JT Stratford LLC | 3 | 3 | 0.08% | 0.15% | 0.23% | Q1 2017 | Q3 2021 | 6 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 6 |
DRW Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.24% | 0.50% | 0.85% | Q3 2015 | Q4 2016 | 6 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2021 | 6 |
Newbrook Capital Advisors LP | 4 | 2 | 1.78% | 3.02% | 4.45% | Q1 2018 | Q4 2019 | 6 |
Cupps Capital Management, LLC | 6 | 6 | 0.30% | 0.52% | 0.64% | Q2 2015 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Siemens Fonds Invest GmbH | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
MASTERS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.25% | 0.98% | 1.40% | Q3 2013 | Q3 2014 | 6 |
TIDE POINT CAPITAL MANAGEMENT, LP | 4 | 1 | 1.56% | 3.06% | 4.22% | Q3 2015 | Q4 2017 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.05% | 0.14% | 0.23% | Q1 2014 | Q1 2017 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q2 2023 | 6 |
ALERUS FINANCIAL NA | 6 | 6 | 0.03% | 0.21% | 0.40% | Q1 2021 | Q2 2022 | 6 |
XTX Topco Ltd | 3 | 1 | 0.11% | 0.16% | 0.28% | Q1 2021 | Q1 2023 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 5 |
Symmetry Investments LP | 2 | 2 | 0.29% | 1.32% | 5.00% | Q4 2020 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.10% | 0.32% | Q4 2019 | Q3 2023 | 5 |
Benson Investment Management Company, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2017 | 5 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 5 |
Centenus Global Management, LP | 2 | 1 | 0.51% | 0.65% | 0.85% | Q4 2017 | Q3 2019 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
WealthTrust-Arizona, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2018 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.09% | 0.22% | Q2 2020 | Q3 2022 | 5 |
EFG Asset Management (Americas) Corp. | 5 | 5 | 0.65% | 0.70% | 0.77% | Q4 2016 | Q4 2017 | 5 |
DSAM Partners (London) Ltd | 5 | 5 | 0.34% | 0.58% | 0.91% | Q2 2020 | Q2 2021 | 5 |
Magnus Financial Group LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Colonial Trust Advisors | 4 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.13% | 0.84% | 2.11% | Q2 2014 | Q1 2018 | 5 |
Morse Asset Management, Inc | 4 | 1 | 0.07% | 0.33% | 0.68% | Q1 2019 | Q4 2021 | 5 |
Amtrust Financial Services, Inc. | 5 | 5 | 0.47% | 0.86% | 1.42% | Q3 2017 | Q3 2018 | 5 |
SRB CORP | 3 | 2 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q4 2020 | 5 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.10% | 0.92% | 3.28% | Q4 2021 | Q3 2023 | 5 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 5 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.11% | 0.45% | Q3 2021 | Q3 2023 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
High Falls Advisors, Inc | 5 | 5 | 0.09% | 0.14% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
Ohio National Investments, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
New England Research & Management, Inc. | 2 | 1 | 0.21% | 0.38% | 0.79% | Q4 2016 | Q1 2019 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.12% | 0.31% | 0.48% | Q4 2017 | Q4 2018 | 5 |
Riverview Trust Co | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q2 2014 | 5 |
SECOR Capital Advisors, LP | 4 | 1 | 0.08% | 0.22% | 0.40% | Q3 2014 | Q4 2015 | 5 |
RELIANCE TRUST CO OF DELAWARE | 4 | 1 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q1 2019 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.10% | 0.51% | 1.12% | Q4 2020 | Q4 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q2 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q1 2016 | 5 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.10% | 0.27% | Q4 2014 | Q4 2016 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
LUPO SECURITIES, LLC | 3 | 3 | 0.00% | 0.30% | 0.67% | Q1 2015 | Q3 2015 | 5 |
Castle Hook Partners LP | 2 | 1 | 0.03% | 0.15% | 0.33% | Q4 2016 | Q2 2018 | 5 |
Ipswich Investment Management Co., Inc. | 3 | 1 | 0.01% | 0.27% | 0.51% | Q1 2016 | Q4 2018 | 5 |
Quantamental Technologies LLC | 1 | 1 | 0.09% | 0.26% | 0.48% | Q3 2019 | Q2 2023 | 5 |
Third Point | 5 | 5 | 1.80% | 2.31% | 2.52% | Q2 2017 | Q2 2018 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.03% | 0.08% | Q2 2014 | Q1 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 5 | 5 | 0.30% | 0.69% | 1.30% | Q1 2021 | Q1 2022 | 5 |
Pinnacle Wealth Management Group, Inc. | 5 | 5 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q4 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q4 2023 | 5 |
Impala Asset Management LLC | 2 | 1 | 0.33% | 0.54% | 1.12% | Q4 2017 | Q1 2021 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 5 | 0.23% | 0.74% | 1.14% | Q4 2017 | Q4 2018 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.25% | 0.75% | 1.13% | Q4 2015 | Q4 2016 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 5 |
Lebenthal Holdings,LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.11% | 0.26% | Q3 2021 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
FDO Partners, LLC | 2 | 1 | 0.11% | 0.34% | 0.70% | Q4 2015 | Q4 2017 | 5 |
Independence Capital Asset Partners, LLC | 5 | 5 | 1.96% | 3.63% | 4.60% | Q4 2014 | Q4 2015 | 5 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.03% | 0.12% | Q4 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Soros Fund Management | 4 | 1 | 0.19% | 0.37% | 0.74% | Q2 2019 | Q2 2023 | 5 |
INTRUST BANK NA | 5 | 5 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q2 2017 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.01% | 0.72% | 1.05% | Q4 2016 | Q1 2020 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.11% | 0.21% | 0.36% | Q1 2016 | Q4 2019 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2018 | Q3 2019 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.12% | 0.22% | 0.28% | Q2 2016 | Q2 2017 | 5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 5 |
Lomas Capital Management, LLC | 5 | 5 | 1.20% | 3.23% | 5.71% | Q1 2019 | Q1 2020 | 5 |
Oak Thistle LLC | 3 | 1 | 0.22% | 0.47% | 1.18% | Q4 2021 | Q3 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 5 |
Winch Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 5 |
Legacy Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.13% | 0.32% | 0.43% | Q4 2022 | Q3 2023 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2020 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.19% | 0.31% | Q2 2014 | Q2 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
GREAT LAKES ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2022 | 4 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q1 2018 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.06% | 0.12% | 0.15% | Q4 2019 | Q3 2020 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.34% | 0.37% | 0.39% | Q2 2013 | Q1 2014 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.08% | 1.55% | 2.40% | Q1 2016 | Q4 2016 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.63% | 0.76% | 0.99% | Q4 2022 | Q3 2023 | 4 |
FCA CORP /TX | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q2 2018 | 4 |
STRATEGY ASSET MANAGERS LLC | 4 | 4 | 0.48% | 0.52% | 0.58% | Q3 2016 | Q2 2017 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.14% | 0.20% | Q3 2015 | Q2 2016 | 4 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 4 | 4 | 2.10% | 2.81% | 3.95% | Q2 2016 | Q1 2017 | 4 |
FALCON POINT CAPITAL, LLC | 4 | 4 | 0.30% | 0.61% | 0.81% | Q4 2013 | Q3 2014 | 4 |
SELZ CAPITAL LLC | 4 | 4 | 2.20% | 2.87% | 3.50% | Q4 2017 | Q3 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Southpoint Capital Advisors LP | 2 | 1 | 0.94% | 1.31% | 1.65% | Q4 2014 | Q1 2023 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 4 |
Integre Asset Management, LLC | 4 | 4 | 2.13% | 2.32% | 2.62% | Q2 2013 | Q1 2014 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Fulcrum Asset Management LLP | 4 | 4 | 0.38% | 0.46% | 0.58% | Q1 2021 | Q4 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.11% | Q1 2015 | Q4 2018 | 4 |
Night Owl Capital Management, LLC | 4 | 4 | 3.03% | 3.76% | 5.42% | Q1 2015 | Q4 2015 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.18% | 0.41% | Q3 2018 | Q4 2019 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Conatus Capital Management LP | 2 | 2 | 0.03% | 1.73% | 3.48% | Q3 2016 | Q3 2017 | 4 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.20% | 0.37% | Q2 2014 | Q3 2019 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 4 |
YHB Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Rock Creek Group, LP | 4 | 4 | 0.10% | 0.31% | 0.46% | Q3 2019 | Q2 2020 | 4 |
Charter Oak Partners Management, L.P. | 4 | 4 | 1.73% | 2.06% | 2.38% | Q3 2013 | Q2 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
RWC Asset Management LLP | 3 | 1 | 0.45% | 0.96% | 1.45% | Q4 2013 | Q3 2015 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.06% | 0.68% | 1.08% | Q3 2020 | Q2 2021 | 4 |
Mader & Shannon Wealth Management, Inc. | 2 | 2 | 0.95% | 1.01% | 1.12% | Q3 2019 | Q2 2022 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q2 2019 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.35% | 0.38% | 0.40% | Q1 2019 | Q4 2019 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.19% | 0.41% | Q3 2016 | Q2 2017 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.22% | 0.43% | 0.60% | Q2 2022 | Q2 2023 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Trinity Street Asset Management LLP | 4 | 4 | 2.66% | 3.24% | 3.71% | Q4 2020 | Q3 2021 | 4 |
Formidable Asset Management, LLC | 4 | 4 | 0.21% | 0.25% | 0.28% | Q1 2015 | Q4 2015 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.10% | 0.32% | 0.67% | Q3 2016 | Q2 2021 | 4 |
Bray Capital Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Maven Securities LTD | 3 | 1 | 0.02% | 0.10% | 0.27% | Q1 2020 | Q2 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Traynor Capital Management, Inc. | 2 | 2 | 0.08% | 0.13% | 0.16% | Q1 2017 | Q1 2018 | 4 |
Precocity Capital LP | 3 | 1 | 1.13% | 1.77% | 2.89% | Q1 2017 | Q2 2018 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
North Fourth Asset Management, LP | 1 | 1 | 1.97% | 3.08% | 4.40% | Q1 2019 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.02% | 0.15% | 0.39% | Q4 2021 | Q4 2022 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 4 |
D.B. Root & Company, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Atom Investors LP | 3 | 1 | 0.34% | 0.40% | 0.52% | Q1 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 1 | 1 | 0.09% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 4 |
United Capital Management of KS, Inc. | 4 | 4 | 0.83% | 1.17% | 1.72% | Q3 2018 | Q2 2019 | 4 |
Quantinno Capital Management LP | 2 | 1 | 0.01% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.01% | 0.68% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
AXS Investments LLC | 4 | 4 | 0.01% | 0.26% | 0.40% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.15% | 0.41% | Q3 2020 | Q4 2020 | 4 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Concentric Capital Strategies, LP | 2 | 2 | 0.57% | 1.12% | 1.77% | Q3 2022 | Q3 2023 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.26% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.78% | 0.93% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 1.03% | 1.09% | 1.24% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.43% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.24% | 0.40% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.51% | 1.45% | 2.04% | Q2 2013 | Q4 2015 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.45% | 0.46% | 0.48% | Q1 2021 | Q4 2021 | 4 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.00% | 0.07% | 0.13% | Q2 2019 | Q1 2023 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q3 2016 | Q2 2017 | 4 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.51% | 1.16% | 1.57% | Q3 2014 | Q2 2015 | 4 |
M.D. Sass, Inc. | 4 | 4 | 0.15% | 1.28% | 2.51% | Q1 2019 | Q4 2019 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 4 | 4 | 0.80% | 1.24% | 1.67% | Q3 2015 | Q2 2016 | 4 |
NATIONAL INVESTMENT SERVICES INC /WI | 4 | 4 | 1.58% | 2.58% | 3.33% | Q2 2015 | Q1 2016 | 4 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
First Dallas Securities Inc. | 3 | 3 | 0.15% | 0.19% | 0.21% | Q3 2017 | Q1 2018 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
British Airways Pensions Investment Management Ltd | 2 | 1 | 0.34% | 0.52% | 0.79% | Q4 2016 | Q4 2019 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
RUDMAN ERROL M | 3 | 3 | 0.62% | 0.92% | 1.23% | Q1 2018 | Q3 2018 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.03% | 0.22% | 0.56% | Q4 2022 | Q2 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.50% | 0.59% | 0.74% | Q2 2016 | Q3 2019 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Bronson Point Management LLC | 3 | 3 | 1.15% | 1.66% | 2.20% | Q2 2014 | Q4 2014 | 3 |
MQS Management LLC | 2 | 1 | 0.33% | 0.60% | 0.91% | Q4 2022 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.14% | 0.18% | 0.25% | Q1 2014 | Q3 2014 | 3 |
XN LP | 3 | 3 | 6.59% | 6.88% | 7.06% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Hitchwood Capital Management LP | 2 | 1 | 0.70% | 1.35% | 2.60% | Q3 2016 | Q2 2017 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Leith Wheeler Investment Counsel Ltd. | 3 | 3 | 0.38% | 0.70% | 1.32% | Q1 2020 | Q3 2020 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q2 2020 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.12% | 0.15% | Q2 2019 | Q4 2019 | 3 |
J. W. Coons Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
IFC Holdings Incorporated/FL | 2 | 1 | 0.02% | 0.22% | 0.62% | Q3 2016 | Q2 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Locust Wood Capital Advisers | 2 | 1 | 0.86% | 1.16% | 1.73% | Q4 2017 | Q4 2018 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
HWG Holdings LP | 3 | 3 | 0.16% | 0.19% | 0.21% | Q2 2019 | Q4 2019 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.06% | 0.36% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Hodges Capital Management Inc. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q2 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.20% | 0.58% | Q4 2018 | Q2 2021 | 3 |
ATHERTON LANE ADVISERS, LLC | 3 | 3 | 0.50% | 0.52% | 0.56% | Q1 2014 | Q3 2014 | 3 |
Crestline Management, LP | 1 | 1 | 0.11% | 0.35% | 0.58% | Q4 2020 | Q4 2022 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 3 |
Golden State Equity Partners | 2 | 1 | 0.06% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Elm Ridge Management, LLC | 3 | 3 | 0.07% | 0.23% | 0.54% | Q2 2013 | Q4 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 3 |
AHL Partners LLP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.19% | 0.31% | Q2 2022 | Q3 2023 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.09% | 0.26% | Q1 2015 | Q2 2023 | 3 |
LUMINUS MANAGEMENT LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q3 2018 | Q1 2019 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.11% | 0.12% | 0.14% | Q2 2016 | Q3 2019 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.56% | 0.75% | 0.89% | Q2 2016 | Q1 2017 | 3 |
Invictus RG | 2 | 1 | 0.02% | 0.13% | 0.28% | Q2 2016 | Q2 2017 | 3 |
PGGM Investments | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.26% | 0.33% | 0.42% | Q3 2019 | Q4 2019 | 3 |
Castle Ridge Investment Management LP | 2 | 1 | 1.42% | 1.68% | 1.90% | Q3 2016 | Q2 2017 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q4 2021 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SEI TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
Exane Asset Management | 3 | 3 | 0.85% | 1.74% | 3.15% | Q4 2015 | Q2 2016 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Valley Brook Capital Group, Inc. | 2 | 1 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q2 2023 | 3 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.39% | 0.73% | 1.24% | Q2 2017 | Q1 2018 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Spouting Rock Asset Management, LLC | 2 | 1 | 0.22% | 0.30% | 0.43% | Q4 2019 | Q2 2022 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q1 2020 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 3 |
Sigma Planning Corp | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.33% | 0.76% | Q1 2014 | Q3 2015 | 3 |
Senator Investment Group LP | 3 | 3 | 1.30% | 3.43% | 6.56% | Q1 2023 | Q3 2023 | 3 |
Shellback Capital, LP | 2 | 1 | 0.49% | 0.96% | 1.59% | Q3 2022 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.35% | 0.58% | 0.86% | Q2 2013 | Q3 2014 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Airain ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.01% | 0.18% | 0.49% | Q3 2019 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.16% | 0.46% | 0.62% | Q1 2015 | Q4 2018 | 3 |
Myriad Asset Management Ltd. | 3 | 3 | 0.12% | 0.17% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.49% | 0.54% | 0.57% | Q4 2017 | Q2 2018 | 3 |
ARGENT TRUST Co | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q1 2018 | 3 |
YG PARTNERS, LLC | 3 | 3 | 3.59% | 5.03% | 6.15% | Q1 2017 | Q3 2017 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.32% | 0.36% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Southeastern Asset Management | 3 | 3 | 1.45% | 1.50% | 1.58% | Q2 2013 | Q4 2013 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 0.14% | 0.23% | 0.34% | Q4 2019 | Q2 2020 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Mountaineer Partners Management, LLC | 3 | 3 | 4.30% | 5.18% | 5.71% | Q2 2020 | Q4 2020 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ruffer LLP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q4 2021 | 3 |
PCJ Investment Counsel Ltd. | 3 | 3 | 0.19% | 0.46% | 0.88% | Q2 2021 | Q4 2021 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Shilanski & Associates, Inc. | 3 | 3 | 0.60% | 0.62% | 0.67% | Q2 2019 | Q4 2019 | 3 |
Tahithromos, L.L.C. | 3 | 3 | 0.78% | 0.99% | 1.37% | Q3 2017 | Q1 2018 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.60% | 0.64% | 0.69% | Q3 2016 | Q1 2017 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ACUITY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.05% | 0.12% | 0.21% | Q3 2014 | Q1 2015 | 3 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 3 | 0.25% | 0.46% | 0.58% | Q4 2014 | Q2 2015 | 3 |
MANA Advisors LLC | 1 | 1 | 0.46% | 12.76% | 37.07% | Q2 2019 | Q1 2021 | 3 |
Capital Research Global Investors | 3 | 3 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q4 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Olympiad Research LP | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.02% | 0.07% | 0.16% | Q4 2016 | Q4 2019 | 3 |
Reliant Investment Management, LLC | 3 | 3 | 2.29% | 2.51% | 2.69% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.29% | 0.56% | 0.95% | Q3 2015 | Q4 2015 | 3 |
Albar Capital Ltd | 2 | 1 | 0.32% | 3.06% | 4.45% | Q1 2019 | Q1 2023 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Caption Management, LLC | 1 | 1 | 0.08% | 0.36% | 0.81% | Q1 2018 | Q1 2019 | 3 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Artal Group S.A. | 2 | 1 | 0.52% | 0.68% | 0.89% | Q4 2013 | Q3 2014 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.34% | 2.28% | 2.91% | Q2 2019 | Q4 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q2 2020 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Skye Global Management LP | 3 | 3 | 0.22% | 0.31% | 0.40% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.22% | 0.24% | 0.26% | Q2 2014 | Q4 2014 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 3 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q2 2013 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q3 2023 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.44% | 0.97% | 1.50% | Q4 2022 | Q1 2023 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2016 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q1 2021 | Q2 2021 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 8.60% | 8.80% | 9.00% | Q2 2023 | Q3 2023 | 2 |
Pflug Koory, LLC | 2 | 2 | 2.80% | 3.66% | 4.52% | Q2 2023 | Q3 2023 | 2 |
Deimos Asset Management LLC | 2 | 2 | 0.22% | 0.48% | 0.73% | Q1 2016 | Q2 2016 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Signition LP | 1 | 1 | 0.17% | 0.29% | 0.41% | Q4 2017 | Q4 2018 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mawer Investment Management Ltd. | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2018 | Q4 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.30% | 0.64% | 0.98% | Q2 2013 | Q3 2013 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.54% | 0.56% | 0.59% | Q1 2023 | Q2 2023 | 2 |
TLP GROUP LLC | 2 | 2 | 0.02% | 0.13% | 0.24% | Q2 2017 | Q3 2017 | 2 |
Corvex Management LP | 1 | 1 | 1.69% | 1.76% | 1.82% | Q3 2018 | Q1 2020 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Two Creeks Capital Management, LP | 2 | 2 | 0.76% | 0.76% | 0.77% | Q3 2017 | Q4 2017 | 2 |
1060 Capital, LLC | 1 | 1 | 3.57% | 6.02% | 8.47% | Q3 2017 | Q2 2023 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.07% | 0.52% | 0.96% | Q1 2017 | Q2 2018 | 2 |
Soroban Capital Partners LP | 2 | 2 | 2.64% | 3.02% | 3.40% | Q3 2018 | Q4 2018 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.81% | 0.83% | 0.86% | Q2 2020 | Q3 2020 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2021 | Q3 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.31% | 0.32% | 0.34% | Q2 2013 | Q3 2013 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Centerline Investment Partners, LP | 1 | 1 | 0.56% | 1.63% | 2.70% | Q1 2014 | Q3 2014 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.32% | 0.32% | 0.32% | Q4 2016 | Q1 2017 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q3 2013 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COWEN INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
D1 Capital Partners L.P. | 1 | 1 | 0.49% | 0.67% | 0.85% | Q4 2018 | Q3 2021 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q4 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2017 | 2 |
Perpetual Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Daiwa SB Investments Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Woodline Partners LP | 1 | 1 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q2 2023 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.36% | 0.78% | 1.20% | Q3 2022 | Q2 2023 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 1.28% | 1.33% | 1.38% | Q1 2014 | Q2 2014 | 2 |
Plaisance Capital LLC | 1 | 1 | 0.69% | 1.11% | 1.52% | Q1 2020 | Q2 2021 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2020 | Q3 2020 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.37% | 0.73% | Q3 2015 | Q3 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q1 2017 | 2 |
Lafitte Capital Management LP | 2 | 2 | 1.55% | 1.64% | 1.72% | Q2 2013 | Q3 2013 | 2 |
Zions Bancorporation | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.60% | 0.64% | 0.69% | Q1 2016 | Q2 2016 | 2 |
Kavi Asset Management, LP | 2 | 2 | 3.69% | 6.15% | 8.60% | Q4 2017 | Q1 2018 | 2 |
Everett Capital Advisors UK LLP | 2 | 2 | 1.25% | 1.41% | 1.56% | Q1 2018 | Q2 2018 | 2 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.19% | Q2 2021 | Q2 2023 | 2 |
MARK ASSET MANAGEMENT LP | 2 | 2 | 0.64% | 1.01% | 1.38% | Q2 2016 | Q3 2016 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 1.58% | 1.61% | 1.64% | Q1 2014 | Q2 2014 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.12% | 0.18% | 0.24% | Q1 2014 | Q2 2014 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2020 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Roystone Capital Management LP | 1 | 1 | 0.47% | 0.54% | 0.62% | Q3 2016 | Q3 2018 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q1 2013 | Q2 2013 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.17% | 0.46% | 0.74% | Q1 2023 | Q2 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.56% | 0.58% | 0.61% | Q2 2017 | Q3 2017 | 2 |
Appian Way Asset Management LP | 1 | 1 | 1.49% | 1.50% | 1.50% | Q1 2020 | Q4 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Longbow Capital Partners, L.P. | 1 | 1 | 6.20% | 9.83% | 13.46% | Q4 2015 | Q2 2016 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.39% | 0.52% | Q4 2019 | Q1 2021 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
ALYDAR PARTNERS LLC | 2 | 2 | 0.68% | 1.48% | 2.28% | Q4 2014 | Q1 2015 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Foundation Asset Management, LP | 2 | 2 | 4.65% | 5.41% | 6.16% | Q1 2018 | Q2 2018 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.65% | 0.68% | 0.71% | Q4 2019 | Q1 2020 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 1.58% | 2.35% | 3.12% | Q4 2021 | Q1 2022 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.21% | 1.48% | 1.76% | Q3 2018 | Q1 2020 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2014 | Q2 2014 | 2 |
HENNESSY ADVISORS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2020 | Q3 2020 | 2 |
Covea Finance | 2 | 2 | 0.50% | 0.51% | 0.52% | Q3 2022 | Q4 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.62% | 0.62% | 0.63% | Q4 2016 | Q1 2017 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2022 | 2 |
FIRST INTERSTATE BANK | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q1 2016 | 2 |
Summit Global Investments | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.85% | 1.44% | 2.02% | Q1 2016 | Q2 2016 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LGT Group Foundation | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
FORT, L.P. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.15% | 0.26% | Q4 2017 | Q2 2021 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.20% | 0.33% | Q1 2021 | Q3 2021 | 2 |
O'ROURKE & COMPANY, Inc | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.28% | 0.46% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.32% | 0.61% | Q3 2015 | Q1 2017 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.65% | 0.69% | 0.73% | Q2 2019 | Q3 2019 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Red Cedar Management, LP | 1 | 1 | 5.92% | 5.92% | 5.92% | Q1 2020 | Q1 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Chescapmanager LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INHERENT GROUP, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2020 | Q1 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2017 | Q3 2017 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2017 | Q4 2017 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bach Option Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Key Square Capital Management LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q4 2021 | Q4 2021 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
PRECISION PATH CAPITAL, LP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2018 | Q3 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Versor Investments LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2016 | Q1 2016 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2019 | Q3 2019 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2020 | Q1 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2015 | Q3 2015 | 1 |
BANBURY PARTNERS LLC | 1 | 1 | 9.95% | 9.95% | 9.95% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 5.44% | 5.44% | 5.44% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Astrantus Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Goepper Burkhardt LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2013 | Q4 2013 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2017 | Q3 2017 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Scoria Capital Partners LP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2015 | Q4 2015 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2016 | Q1 2016 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2014 | Q3 2014 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TPG GP A, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Carmignac Gestion | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2023 | Q1 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2013 | Q2 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Duquesne Family Office | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2017 | Q1 2017 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AIA Group Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2015 | Q3 2015 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2013 | Q3 2013 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AJO, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
STONE RUN CAPITAL, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ulysses Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2018 | Q3 2018 | 1 |
Long Pond Capital | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2018 | Q3 2018 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CGM TRUST | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2020 | Q3 2020 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2015 | Q2 2015 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2013 | Q2 2013 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2015 | Q4 2015 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2015 | Q4 2015 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2017 | Q1 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2018 | Q1 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AMICA PENSION FUND BOARD OF TRUSTEES | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOODNOW INVESTMENT GROUP, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2016 | Q4 2016 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2018 | Q1 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOL Capital Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2019 | Q4 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2017 | Q2 2017 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2015 | Q4 2015 | 1 |
CSS LLC/IL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
6 Meridian | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cerrano Capital Management LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2018 | Q2 2018 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
James Hambro & Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2017 | Q4 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Fore Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VULCAN MATLS CO or have owned VULCAN MATLS CO in the past.