Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 84 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 68 |
Walleye Trading LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 60 |
JANE STREET GROUP, LLC | 24 | 4 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 44 |
PEAK6 Investments LLC | 14 | 4 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q2 2023 | 42 |
Nuveen Asset Management, LLC | 30 | 30 | 0.00% | 0.13% | 0.46% | Q2 2016 | Q3 2023 | 39 |
D. E. Shaw & Co., Inc. | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 37 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.13% | 0.27% | Q2 2016 | Q3 2023 | 36 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 33 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.51% | 0.85% | Q2 2016 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.31% | 0.41% | Q2 2016 | Q3 2023 | 33 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.02% | 0.13% | 0.21% | Q2 2016 | Q3 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 26 | 3 | 0.00% | 0.61% | 1.02% | Q2 2016 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 32 |
UBS Group AG | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 31 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.03% | 0.25% | 1.03% | Q2 2016 | Q3 2023 | 31 |
SCOPUS ASSET MANAGEMENT, L.P. | 14 | 11 | 0.05% | 0.39% | 1.30% | Q2 2017 | Q3 2023 | 31 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Addenda Capital Inc. | 30 | 30 | 0.94% | 1.48% | 1.86% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
BESSEMER GROUP INC | 30 | 30 | 0.00% | 0.05% | 0.19% | Q2 2016 | Q3 2023 | 30 |
Rathbones Group PLC | 30 | 30 | 0.03% | 0.73% | 1.18% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
1832 Asset Management L.P. | 30 | 30 | 0.26% | 0.81% | 0.98% | Q2 2016 | Q3 2023 | 30 |
GUARDIAN CAPITAL ADVISORS LP | 30 | 30 | 0.26% | 0.41% | 0.55% | Q2 2016 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30 | 30 | 0.09% | 0.39% | 0.75% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui Trust Holdings, Inc. | 30 | 30 | 0.06% | 0.08% | 0.09% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 30 | 30 | 0.27% | 0.40% | 0.55% | Q2 2016 | Q3 2023 | 30 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 30 | 30 | 0.01% | 0.15% | 0.39% | Q2 2016 | Q3 2023 | 30 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.04% | 0.25% | 0.45% | Q2 2016 | Q3 2023 | 30 |
Alberta Investment Management Corp | 30 | 30 | 0.15% | 0.30% | 0.50% | Q2 2016 | Q3 2023 | 30 |
INTACT INVESTMENT MANAGEMENT INC. | 30 | 30 | 0.05% | 0.42% | 1.20% | Q2 2016 | Q3 2023 | 30 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.02% | 0.11% | 0.23% | Q2 2016 | Q3 2023 | 30 |
SHELL ASSET MANAGEMENT CO | 30 | 30 | 0.02% | 0.14% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Swiss National Bank | 30 | 30 | 0.06% | 0.09% | 0.12% | Q2 2016 | Q3 2023 | 30 |
MACKENZIE FINANCIAL CORP | 30 | 30 | 0.02% | 0.28% | 0.66% | Q2 2016 | Q3 2023 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.03% | 0.09% | 0.21% | Q2 2016 | Q3 2023 | 30 |
STATE OF WISCONSIN INVESTMENT BOARD | 30 | 30 | 0.02% | 0.06% | 0.19% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q3 2023 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
DF DENT & CO INC | 30 | 30 | 1.94% | 2.94% | 3.91% | Q2 2016 | Q3 2023 | 30 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.20% | 0.73% | 1.53% | Q3 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Invesco Ltd. | 30 | 30 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 30 | 30 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 30 |
PANAGORA ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Echo Street Capital Management LLC | 30 | 30 | 0.00% | 0.84% | 1.56% | Q2 2016 | Q3 2023 | 30 |
BNP Paribas Asset Management Holding S.A. | 30 | 30 | 0.00% | 0.04% | 0.22% | Q2 2016 | Q3 2023 | 30 |
CREDIT SUISSE AG/ | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Asset Management Co., Ltd. | 30 | 30 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 30 |
SEI INVESTMENTS CO | 30 | 30 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Copeland Capital Management, LLC | 30 | 30 | 0.20% | 0.63% | 1.52% | Q2 2016 | Q3 2023 | 30 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30 | 30 | 0.03% | 0.48% | 1.25% | Q2 2016 | Q3 2023 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q3 2023 | 30 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 30 | 30 | 0.01% | 0.06% | 0.67% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Trust & Banking Corp | 30 | 30 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q3 2023 | 30 |
EULAV Asset Management | 30 | 30 | 0.66% | 1.65% | 2.20% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 30 | 30 | 0.01% | 0.10% | 0.24% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GABELLI FUNDS LLC | 30 | 30 | 0.10% | 0.17% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Capital World Investors | 30 | 30 | 0.01% | 0.04% | 0.17% | Q2 2016 | Q3 2023 | 30 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 30 | 30 | 0.35% | 0.81% | 1.43% | Q2 2016 | Q3 2023 | 30 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 30 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Capital International Investors | 30 | 30 | 0.10% | 0.28% | 0.38% | Q2 2016 | Q3 2023 | 30 |
SNYDER CAPITAL MANAGEMENT L P | 30 | 30 | 1.16% | 2.01% | 3.28% | Q2 2016 | Q3 2023 | 30 |
GAMCO INVESTORS, INC. ET AL | 30 | 30 | 0.13% | 0.24% | 0.39% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30 | 30 | 0.02% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 30 | 30 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Renaissance Technologies | 30 | 30 | 0.03% | 0.14% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Baskin Financial Services Inc. | 30 | 30 | 3.17% | 3.77% | 5.09% | Q2 2016 | Q3 2023 | 30 |
Sandy Spring Bank | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GUARDIAN CAPITAL LP | 30 | 30 | 0.30% | 1.32% | 2.70% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
DAVIS R M INC | 30 | 30 | 1.42% | 1.96% | 2.65% | Q2 2016 | Q3 2023 | 30 |
HSBC HOLDINGS PLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
AQR Capital Management | 30 | 30 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
APG Asset Management N.V. | 30 | 30 | 0.01% | 0.12% | 0.29% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
BURNS J W & CO INC/NY | 30 | 30 | 0.30% | 0.40% | 0.49% | Q2 2016 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.24% | 0.48% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Hillsdale Investment Management Inc. | 30 | 30 | 0.01% | 0.34% | 1.33% | Q2 2016 | Q3 2023 | 30 |
JUPITER ASSET MANAGEMENT LTD | 30 | 30 | 0.21% | 0.42% | 0.69% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.03% | 0.10% | 0.17% | Q2 2016 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
WELCH & FORBES LLC | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.06% | 0.67% | 1.31% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.01% | 0.20% | 0.51% | Q2 2016 | Q3 2023 | 30 |
M&T BANK CORP | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Waratah Capital Advisors Ltd. | 30 | 30 | 0.07% | 0.91% | 3.48% | Q2 2016 | Q3 2023 | 30 |
State of Tennessee, Treasury Department | 30 | 30 | 0.01% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 30 | 30 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 30 |
L. Roy Papp & Associates, LLP | 30 | 30 | 0.15% | 0.40% | 0.62% | Q2 2016 | Q3 2023 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 30 | 30 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Asset Management One Co., Ltd. | 30 | 30 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Findlay Park Partners LLP | 30 | 30 | 1.97% | 2.70% | 3.61% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
OAK RIDGE INVESTMENTS LLC | 30 | 30 | 0.16% | 1.17% | 2.94% | Q2 2016 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 30 | 30 | 0.33% | 0.66% | 0.93% | Q2 2016 | Q3 2023 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 30 | 30 | 0.11% | 0.29% | 0.41% | Q2 2016 | Q3 2023 | 30 |
SEGALL BRYANT & HAMILL, LLC | 30 | 30 | 0.01% | 0.08% | 0.20% | Q2 2016 | Q3 2023 | 30 |
SIT INVESTMENT ASSOCIATES INC | 30 | 30 | 0.16% | 0.21% | 0.27% | Q2 2016 | Q3 2023 | 30 |
Fiera Capital Corp | 30 | 30 | 0.41% | 0.64% | 0.93% | Q2 2016 | Q3 2023 | 30 |
MILLENNIUM MANAGEMENT LLC | 17 | 12 | 0.00% | 0.05% | 0.27% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 30 | 0.04% | 0.07% | 0.15% | Q2 2016 | Q3 2023 | 30 |
EAGLE ASSET MANAGEMENT INC | 30 | 30 | 0.85% | 1.24% | 1.71% | Q2 2016 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 30 | 0.01% | 0.10% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
JANUS HENDERSON GROUP PLC | 30 | 30 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
VAN ECK ASSOCIATES CORP | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Connor, Clark & Lunn Investment Management Ltd. | 30 | 30 | 0.70% | 1.34% | 2.75% | Q2 2016 | Q3 2023 | 30 |
PUTNAM INVESTMENTS LLC | 30 | 30 | 0.01% | 0.18% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Lincoln Capital LLC | 30 | 30 | 0.17% | 0.20% | 0.25% | Q2 2016 | Q3 2023 | 30 |
STATE STREET CORP | 27 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 9 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 29 |
BAMCO INC /NY/ | 29 | 29 | 0.14% | 0.39% | 0.68% | Q3 2016 | Q3 2023 | 29 |
SVB WEALTH LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 29 |
AXA S.A. | 26 | 3 | 0.01% | 0.15% | 0.52% | Q2 2016 | Q3 2023 | 29 |
AVIVA PLC | 29 | 29 | 0.03% | 0.09% | 0.31% | Q3 2016 | Q3 2023 | 29 |
Candriam S.C.A. | 27 | 2 | 0.01% | 0.18% | 0.58% | Q2 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Allworth Financial LP | 26 | 3 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 29 |
PRINCIPAL FINANCIAL GROUP INC | 26 | 3 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 29 |
NORDEA INVESTMENT MANAGEMENT AB | 29 | 29 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 29 | 29 | 0.00% | 0.01% | 0.20% | Q3 2016 | Q3 2023 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 29 | 29 | 0.49% | 0.67% | 0.96% | Q3 2016 | Q3 2023 | 29 |
FIRST FINANCIAL CORP /IN/ | 29 | 29 | 0.29% | 0.66% | 0.89% | Q3 2016 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 26 | 2 | 0.00% | 0.08% | 0.37% | Q2 2016 | Q3 2023 | 28 |
SG Americas Securities, LLC | 16 | 5 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 28 | 28 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 28 |
Meiji Yasuda Asset Management Co Ltd. | 28 | 28 | 0.04% | 0.16% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Korea Investment CORP | 28 | 28 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
FRED ALGER MANAGEMENT, LLC | 27 | 1 | 0.01% | 0.11% | 0.37% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 13 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Capital International, Inc./CA/ | 28 | 28 | 0.09% | 0.39% | 0.84% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.00% | 0.16% | 0.31% | Q4 2016 | Q3 2023 | 28 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 28 | 28 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 26 | 2 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 28 |
Andra AP-fonden | 12 | 6 | 0.01% | 0.14% | 0.27% | Q2 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LATHROP INVESTMENT MANAGEMENT CORP | 28 | 28 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 28 |
DnB Asset Management AS | 28 | 28 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2023 | 28 |
Eventide Asset Management | 28 | 28 | 0.90% | 1.73% | 2.44% | Q4 2016 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 27 | 27 | 0.01% | 0.26% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Assenagon Asset Management S.A. | 22 | 5 | 0.00% | 0.05% | 0.26% | Q4 2016 | Q3 2023 | 27 |
BANK OF NOVA SCOTIA | 26 | 1 | 0.00% | 0.42% | 0.79% | Q4 2016 | Q3 2023 | 27 |
GLENMEDE TRUST CO NA | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
NORGES BANK | 27 | 27 | 0.10% | 0.13% | 0.17% | Q2 2016 | Q4 2022 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 26 | 1 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 27 |
COMERICA BANK | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
TimesSquare Capital Management, LLC | 27 | 27 | 0.52% | 1.14% | 1.92% | Q1 2017 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 21 | 6 | 0.04% | 0.12% | 0.28% | Q2 2016 | Q1 2023 | 27 |
BROWN BROTHERS HARRIMAN & CO | 16 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
NORTHSTAR ASSET MANAGEMENT LLC | 27 | 27 | 0.36% | 0.49% | 0.70% | Q1 2017 | Q3 2023 | 27 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.07% | 0.20% | Q2 2016 | Q3 2023 | 26 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 26 | 26 | 0.04% | 0.20% | 0.56% | Q3 2016 | Q4 2022 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
National Pension Service | 19 | 7 | 0.08% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA TRUST CO | 26 | 26 | 0.07% | 1.05% | 1.76% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AGF INVESTMENTS INC. | 26 | 26 | 0.01% | 0.32% | 1.10% | Q2 2016 | Q3 2022 | 26 |
TCW GROUP INC | 26 | 26 | 0.30% | 0.99% | 1.58% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.11% | 0.14% | Q3 2016 | Q3 2023 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.08% | 0.09% | 0.11% | Q2 2017 | Q3 2023 | 26 |
C M BIDWELL & ASSOCIATES LTD | 26 | 26 | 0.00% | 0.03% | 0.62% | Q2 2017 | Q3 2023 | 26 |
BLUESTEIN R H & CO LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2022 | 26 |
STEPHENS INC /AR/ | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 25 | 0.02% | 0.10% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 2 | 0.01% | 0.21% | 1.10% | Q2 2016 | Q3 2023 | 25 |
Capital Planning Advisors, LLC | 21 | 4 | 0.10% | 0.58% | 1.12% | Q2 2017 | Q3 2023 | 25 |
ASSETMARK, INC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
CULLEN/FROST BANKERS, INC. | 17 | 8 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 25 |
PRUDENTIAL FINANCIAL INC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
Robeco Institutional Asset Management B.V. | 25 | 25 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 25 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 24 |
MOTCO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Tarbox Family Office, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
CIDEL ASSET MANAGEMENT INC | 23 | 1 | 0.03% | 0.96% | 1.59% | Q2 2016 | Q3 2023 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 4 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 24 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 8 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 1.02% | 2.05% | 3.69% | Q4 2017 | Q3 2023 | 24 |
BRASADA CAPITAL MANAGEMENT, LP | 24 | 24 | 2.32% | 3.17% | 4.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
OSTERWEIS CAPITAL MANAGEMENT INC | 23 | 23 | 1.63% | 2.16% | 2.67% | Q1 2018 | Q3 2023 | 23 |
K.J. Harrison & Partners Inc | 19 | 4 | 0.14% | 1.00% | 2.53% | Q4 2017 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 18 | 2 | 0.01% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 23 |
COLONY GROUP LLC | 17 | 6 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 23 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2023 | 23 |
STRS OHIO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 23 |
TRUIST FINANCIAL CORP | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 23 |
Aureus Asset Management, LLC | 23 | 23 | 2.02% | 2.69% | 3.08% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 22 |
FIL Ltd | 22 | 22 | 0.00% | 0.33% | 0.46% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 2 | 0.00% | 0.08% | 0.26% | Q2 2016 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.08% | 0.33% | Q2 2017 | Q3 2023 | 22 |
WINTON GROUP Ltd | 18 | 2 | 0.02% | 0.10% | 0.30% | Q3 2017 | Q3 2023 | 22 |
Veritable, L.P. | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 22 |
SIG North Trading, ULC | 8 | 8 | 0.02% | 0.09% | 0.26% | Q4 2021 | Q3 2023 | 22 |
Mn Services Vermogensbeheer B.V. | 13 | 9 | 0.04% | 0.11% | 0.20% | Q2 2016 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.19% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Claret Asset Management Corp | 22 | 22 | 0.05% | 0.11% | 0.18% | Q2 2018 | Q3 2023 | 22 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 15 | 7 | 0.04% | 0.11% | 0.25% | Q4 2017 | Q2 2023 | 22 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
Natixis Investment Managers International | 12 | 3 | 0.01% | 0.13% | 0.49% | Q2 2016 | Q3 2023 | 21 |
PCJ Investment Counsel Ltd. | 20 | 1 | 0.42% | 2.47% | 4.34% | Q2 2016 | Q3 2022 | 21 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 3 | 0.06% | 0.08% | 0.13% | Q2 2016 | Q3 2023 | 21 |
K2 PRINCIPAL FUND, L.P. | 9 | 1 | 0.03% | 0.42% | 1.60% | Q2 2016 | Q2 2020 | 21 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 14 | 7 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.15% | 0.22% | 0.26% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Atria Investments, Inc | 13 | 8 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
AMP Capital Investors Ltd | 21 | 21 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2021 | 21 |
JENNISON ASSOCIATES LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Coe Capital Management, LLC | 21 | 21 | 0.49% | 2.39% | 3.49% | Q2 2016 | Q2 2021 | 21 |
USCA RIA LLC | 21 | 21 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q2 2021 | 21 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 21 | 21 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q2 2021 | 21 |
Tandem Investment Advisors, Inc. | 20 | 20 | 1.47% | 1.94% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 20 |
FIRST MERCANTILE TRUST CO | 20 | 20 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q3 2021 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WESTPAC BANKING CORP | 15 | 1 | 0.01% | 0.23% | 0.34% | Q2 2016 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HOWE & RUSLING INC | 16 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2022 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 20 |
D.A. DAVIDSON & CO. | 12 | 3 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.06% | 0.34% | Q4 2016 | Q3 2023 | 20 |
ONTARIO TEACHERS PENSION PLAN BOARD | 17 | 1 | 0.00% | 0.80% | 1.57% | Q2 2016 | Q3 2021 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.09% | 0.13% | Q4 2017 | Q3 2022 | 20 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.21% | 0.36% | 0.50% | Q4 2018 | Q3 2023 | 20 |
PICTET ASSET MANAGEMENT LTD | 20 | 20 | 0.49% | 0.56% | 0.66% | Q3 2016 | Q2 2021 | 20 |
Fieldpoint Private Securities, LLC | 12 | 8 | 0.00% | 0.09% | 0.15% | Q1 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
AdvisorNet Financial, Inc | 13 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 10 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 20 |
Proficio Capital Partners LLC | 13 | 6 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 19 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 17 | 2 | 0.00% | 0.11% | 0.17% | Q2 2016 | Q2 2022 | 19 |
Westover Capital Advisors, LLC | 19 | 19 | 0.46% | 0.66% | 0.84% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
BAROMETER CAPITAL MANAGEMENT INC. | 14 | 1 | 0.24% | 1.96% | 7.13% | Q2 2016 | Q4 2022 | 19 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 19 |
Argent Trust Co | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2022 | 19 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 3 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 19 |
Ninepoint Partners LP | 9 | 3 | 0.11% | 0.25% | 0.72% | Q3 2017 | Q3 2023 | 19 |
Man Group plc | 10 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q4 2020 | 19 |
AGF Investments America Inc. | 19 | 19 | 2.54% | 3.93% | 5.54% | Q2 2016 | Q4 2020 | 19 |
Aperio Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
WMS Partners, LLC | 8 | 1 | 0.02% | 0.06% | 0.12% | Q2 2016 | Q2 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 19 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 19 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FORSTA AP-FONDEN | 15 | 3 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 18 |
Arizona State Retirement System | 15 | 3 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 18 |
ALLSTATE CORP | 17 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q4 2022 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.05% | 0.07% | 0.13% | Q2 2018 | Q3 2022 | 18 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2020 | 18 |
Simmons Bank | 18 | 18 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q2 2022 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 18 |
Altman Advisors, Inc. | 17 | 1 | 0.76% | 1.31% | 1.64% | Q1 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.17% | 0.27% | Q2 2019 | Q3 2023 | 18 |
MIDDLETON & CO INC/MA | 18 | 18 | 0.07% | 0.20% | 0.29% | Q2 2019 | Q3 2023 | 18 |
SEEYOND | 17 | 17 | 0.20% | 0.49% | 0.84% | Q4 2018 | Q4 2022 | 17 |
Twin Tree Management, LP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 17 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.06% | 0.19% | Q2 2016 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.68% | 1.23% | 1.48% | Q2 2017 | Q2 2021 | 17 |
Cipher Capital LP | 6 | 1 | 0.01% | 0.19% | 1.10% | Q2 2016 | Q2 2023 | 17 |
Quantbot Technologies LP | 6 | 1 | 0.02% | 0.17% | 0.54% | Q2 2016 | Q3 2023 | 17 |
Redwood Investments, LLC | 14 | 3 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
TOBAM | 10 | 7 | 0.00% | 1.03% | 2.60% | Q2 2016 | Q3 2023 | 17 |
Parkside Financial Bank & Trust | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2023 | 17 |
LOOMIS SAYLES & CO L P | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.04% | 0.10% | 0.34% | Q3 2019 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.11% | 0.38% | Q4 2016 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q4 2022 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.13% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Balentine LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.01% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.02% | 0.21% | Q2 2016 | Q1 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 16 |
Creative Planning | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Legacy Capital Partners, Inc. | 16 | 16 | 0.14% | 0.20% | 0.28% | Q2 2018 | Q1 2022 | 16 |
Achmea Investment Management B.V. | 7 | 1 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 16 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q1 2021 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.52% | 0.65% | 0.97% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 2 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 16 |
LS Investment Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2020 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Conestoga Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 13 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2023 | 16 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.17% | 0.46% | Q1 2017 | Q3 2023 | 15 |
KBC Group NV | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
NATIXIS | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 15 |
World Asset Management Inc | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BW Gestao de Investimentos Ltda. | 15 | 15 | 1.08% | 2.27% | 4.38% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Durable Capital Partners LP | 15 | 15 | 0.96% | 2.16% | 3.16% | Q1 2020 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 12 | 1 | 0.00% | 0.05% | 0.19% | Q2 2017 | Q3 2021 | 15 |
Vestcor Inc | 13 | 2 | 0.02% | 0.20% | 0.61% | Q4 2019 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.04% | 0.17% | Q1 2020 | Q3 2023 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.02% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q1 2020 | 15 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q1 2022 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 1 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q1 2020 | 15 |
Somerset Trust Co | 15 | 15 | 0.14% | 0.16% | 0.19% | Q2 2020 | Q4 2023 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.16% | 0.47% | Q2 2016 | Q3 2023 | 15 |
Red Spruce Capital, LLC | 15 | 15 | 0.20% | 0.41% | 0.60% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Probity Advisors, Inc. | 15 | 15 | 0.08% | 0.17% | 0.28% | Q2 2016 | Q4 2019 | 15 |
JCIC Asset Management Inc. | 15 | 15 | 1.78% | 2.18% | 2.77% | Q1 2020 | Q3 2023 | 15 |
SIRIOS CAPITAL MANAGEMENT L P | 14 | 14 | 0.64% | 1.07% | 1.56% | Q2 2020 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.07% | 0.32% | Q3 2020 | Q3 2023 | 14 |
Spouting Rock Asset Management, LLC | 8 | 6 | 0.37% | 0.69% | 1.04% | Q4 2019 | Q3 2023 | 14 |
BOKF, NA | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 14 |
Motley Fool Wealth Management, LLC | 13 | 1 | 0.26% | 0.50% | 1.11% | Q1 2020 | Q3 2023 | 14 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q3 2019 | 14 |
Roundview Capital LLC | 14 | 14 | 0.09% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Greystone Managed Investments Inc. | 14 | 14 | 2.88% | 3.58% | 4.90% | Q2 2016 | Q3 2019 | 14 |
USA FINANCIAL FORMULAS | 10 | 1 | 0.00% | 0.01% | 0.13% | Q3 2016 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 1.24% | 1.77% | 3.92% | Q2 2020 | Q3 2023 | 14 |
BOSTON ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2019 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8 | 3 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q4 2022 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Skye Global Management LP | 9 | 1 | 0.07% | 0.59% | 1.14% | Q2 2019 | Q3 2023 | 14 |
OneAscent Financial Services LLC | 6 | 1 | 0.06% | 0.23% | 0.58% | Q2 2019 | Q3 2023 | 14 |
CARDEROCK CAPITAL MANAGEMENT INC | 14 | 14 | 0.43% | 1.13% | 1.81% | Q2 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.03% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Sterling Capital Management LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Bristol Gate Capital Partners Inc. | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Cumberland Partners Ltd | 5 | 2 | 0.02% | 0.15% | 0.64% | Q2 2018 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.17% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Dorsey Wright & Associates | 14 | 14 | 1.00% | 1.46% | 2.05% | Q2 2016 | Q3 2019 | 14 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2022 | 14 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Three Peaks Capital Management, LLC | 13 | 13 | 0.52% | 1.16% | 1.52% | Q2 2016 | Q2 2019 | 13 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.08% | 0.25% | Q3 2017 | Q3 2023 | 13 |
Tranquility Partners, LLC | 6 | 2 | 0.20% | 0.24% | 0.28% | Q1 2020 | Q3 2023 | 13 |
CAPITAL GUARDIAN TRUST CO | 13 | 13 | 0.70% | 0.95% | 1.10% | Q2 2016 | Q2 2019 | 13 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 13 |
COOKSON PEIRCE & CO INC | 13 | 13 | 0.16% | 0.20% | 0.25% | Q3 2016 | Q3 2019 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.06% | 0.20% | Q1 2017 | Q1 2023 | 13 |
R.P. Boggs & Co. | 12 | 1 | 0.00% | 4.39% | 7.32% | Q2 2020 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Avalon Investment & Advisory | 12 | 1 | 0.01% | 0.07% | 0.09% | Q2 2016 | Q1 2022 | 13 |
SASCO CAPITAL INC / CT/ | 13 | 13 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q2 2019 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
British Airways Pensions Investment Management Ltd | 13 | 13 | 0.30% | 0.73% | 1.06% | Q3 2016 | Q3 2019 | 13 |
Harfst & Associates, Inc. | 10 | 3 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q1 2022 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 13 | 0.16% | 0.47% | 0.56% | Q1 2017 | Q1 2020 | 13 |
APPLETON PARTNERS INC/MA | 13 | 13 | 0.08% | 0.27% | 0.52% | Q4 2020 | Q4 2023 | 13 |
MAVERICK CAPITAL LTD | 12 | 1 | 0.00% | 3.58% | 5.75% | Q2 2016 | Q1 2021 | 13 |
AlphaCrest Capital Management LLC | 13 | 13 | 0.03% | 0.16% | 0.36% | Q3 2019 | Q3 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.46% | 0.68% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
MONTRUSCO BOLTON INVESTMENTS INC. | 9 | 1 | 0.03% | 1.95% | 4.66% | Q4 2016 | Q3 2023 | 13 |
HARVEY INVESTMENT CO LLC | 12 | 12 | 0.12% | 1.86% | 3.25% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q1 2019 | 12 |
PEREGRINE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kimelman & Baird, LLC | 6 | 1 | 1.96% | 2.32% | 2.73% | Q4 2016 | Q2 2021 | 12 |
Highstreet Asset Management Inc. | 11 | 1 | 0.00% | 0.37% | 2.34% | Q2 2016 | Q4 2019 | 12 |
OppenheimerFunds, Inc. | 12 | 12 | 0.07% | 0.13% | 0.22% | Q2 2016 | Q1 2019 | 12 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 12 |
SAMLYN CAPITAL, LLC | 8 | 4 | 0.35% | 0.77% | 1.20% | Q2 2016 | Q1 2020 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 0.02% | 2.03% | 3.33% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Hanson & Doremus Investment Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.23% | 0.28% | 0.36% | Q1 2020 | Q4 2022 | 12 |
CARILLON TOWER ADVISERS, INC. | 11 | 1 | 0.69% | 1.00% | 1.55% | Q4 2017 | Q4 2020 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Angeles Investment Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.12% | Q3 2020 | Q2 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.12% | 0.24% | Q3 2016 | Q1 2023 | 12 |
Brown Advisory Securities, LLC | 12 | 12 | 0.11% | 0.23% | 0.30% | Q2 2016 | Q1 2019 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
Avidian Wealth Solutions, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
ClearBridge Investments | 11 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.11% | 0.27% | 0.52% | Q4 2020 | Q3 2023 | 12 |
QS Investors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 2 | 0.00% | 0.03% | 0.21% | Q2 2019 | Q3 2023 | 11 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 11 |
GCA INVESTMENT MANAGEMENT, LLC | 11 | 11 | 3.04% | 4.43% | 5.96% | Q2 2016 | Q4 2018 | 11 |
SECURITY NATIONAL BANK OF SO DAK | 6 | 2 | 0.42% | 0.48% | 0.57% | Q3 2020 | Q3 2023 | 11 |
Caldera Capital, LLC | 11 | 11 | 1.92% | 7.54% | 12.39% | Q2 2017 | Q4 2019 | 11 |
Blueshift Asset Management, LLC | 4 | 1 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 11 |
FORA Capital, LLC | 4 | 1 | 0.01% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
BERNZOTT CAPITAL ADVISORS | 11 | 11 | 0.58% | 1.19% | 2.20% | Q1 2021 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.23% | 0.47% | Q4 2017 | Q3 2023 | 11 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.18% | 0.52% | Q1 2018 | Q2 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2019 | 11 |
Quadrature Capital Ltd | 4 | 2 | 0.23% | 0.55% | 1.08% | Q4 2019 | Q3 2023 | 11 |
Motley Fool Asset Management LLC | 11 | 11 | 1.21% | 1.65% | 2.62% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q2 2022 | 11 |
Yorktown Management & Research Co Inc | 11 | 11 | 0.09% | 0.13% | 0.23% | Q3 2017 | Q1 2020 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 11 |
Cordasco Financial Network | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2022 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
Amundi | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 10 |
JARISLOWSKY, FRASER Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 10 |
CREDIT AGRICOLE S A | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 10 |
Bishop Rock Capital, L.P. | 10 | 10 | 4.64% | 5.86% | 7.62% | Q1 2021 | Q2 2023 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Livforsakringsbolaget Skandia, Omsesidigt | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2018 | 10 |
DC Investments Management, LLC | 7 | 3 | 0.14% | 0.24% | 0.38% | Q4 2017 | Q2 2020 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Syntal Capital Partners, LLC | 10 | 10 | 0.13% | 0.42% | 0.71% | Q2 2016 | Q3 2018 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.05% | 0.07% | Q2 2010 | Q3 2023 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Cerebellum GP, LLC | 9 | 1 | 0.00% | 0.21% | 0.30% | Q4 2017 | Q2 2020 | 10 |
Telemark Asset Management, LLC | 10 | 10 | 1.37% | 3.04% | 4.88% | Q2 2021 | Q3 2023 | 10 |
WASATCH ADVISORS LP | 10 | 10 | 0.04% | 0.89% | 1.61% | Q2 2016 | Q3 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Pacifica Partners Inc. | 7 | 1 | 0.01% | 0.23% | 1.09% | Q4 2019 | Q4 2023 | 10 |
Sands Capital Management | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.27% | 1.07% | 1.29% | Q4 2017 | Q1 2020 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 10 | 0.23% | 0.29% | 0.34% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.15% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Kiwi Wealth Investments Limited Partnership | 10 | 10 | 0.22% | 0.54% | 0.76% | Q1 2021 | Q2 2023 | 10 |
ASCEND CAPITAL, LLC | 10 | 10 | 0.53% | 2.37% | 4.29% | Q2 2016 | Q3 2018 | 10 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 10 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.07% | 0.14% | Q2 2016 | Q1 2019 | 10 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.01% | 0.30% | 0.63% | Q3 2017 | Q2 2023 | 9 |
Zions Bancorporation | 7 | 2 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2018 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q1 2023 | 9 |
Jump Financial, LLC | 6 | 1 | 0.02% | 0.17% | 0.37% | Q4 2020 | Q3 2023 | 9 |
Cassia Capital Partners, LLC | 8 | 1 | 0.16% | 0.26% | 0.34% | Q2 2021 | Q3 2023 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 9 | 0.02% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 1 | 0.03% | 0.14% | 0.32% | Q4 2020 | Q2 2023 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.00% | 0.17% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q4 2018 | 9 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q1 2023 | 9 |
Ecofin Advisors Ltd | 9 | 9 | 1.40% | 2.03% | 3.01% | Q4 2018 | Q4 2020 | 9 |
CIBC Private Wealth Group, LLC | 6 | 3 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 9 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 2 | 0.40% | 2.04% | 3.77% | Q2 2016 | Q3 2018 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.01% | 0.27% | 0.87% | Q4 2016 | Q1 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Newfound Research LLC | 9 | 9 | 0.08% | 0.18% | 0.30% | Q3 2020 | Q3 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.74% | 0.85% | 1.01% | Q3 2021 | Q3 2023 | 9 |
Junto Capital Management LP | 7 | 2 | 1.18% | 1.94% | 2.56% | Q2 2020 | Q3 2022 | 9 |
Pacer Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
PEAK6 Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.83% | 1.14% | 1.48% | Q1 2021 | Q1 2023 | 9 |
Calamos Advisors LLC | 9 | 9 | 0.09% | 0.26% | 0.43% | Q2 2016 | Q2 2018 | 9 |
OneAscent Wealth Management LLC | 6 | 1 | 0.08% | 0.19% | 0.37% | Q4 2020 | Q2 2023 | 9 |
Aspire Private Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.13% | 0.55% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Talara Capital Management, LLC | 8 | 8 | 3.31% | 4.76% | 6.29% | Q4 2016 | Q3 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.92% | 2.07% | 2.25% | Q1 2017 | Q4 2018 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.08% | 0.17% | Q2 2017 | Q4 2019 | 8 |
Artisan Partners Limited Partnership | 8 | 8 | 0.29% | 0.61% | 0.76% | Q2 2016 | Q1 2018 | 8 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Covea Finance | 8 | 8 | 0.01% | 0.65% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q1 2021 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 8 | 8 | 0.12% | 0.22% | 0.32% | Q2 2016 | Q1 2018 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.14% | Q3 2018 | Q2 2020 | 8 |
American Research & Management Co. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 8 | 0.10% | 0.12% | 0.12% | Q2 2018 | Q1 2020 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.13% | 0.16% | 0.18% | Q3 2020 | Q4 2022 | 8 |
Abbrea Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.13% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Centiva Capital, LP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.19% | 0.31% | 0.47% | Q4 2021 | Q3 2023 | 8 |
FIRST CITIZENS BANK & TRUST CO | 8 | 8 | 0.07% | 0.10% | 0.11% | Q1 2017 | Q4 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.74% | 1.06% | 1.38% | Q3 2021 | Q2 2023 | 8 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.13% | 0.19% | Q2 2016 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q1 2018 | 8 |
MARSHALL & SULLIVAN INC /WA/ | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2022 | 8 |
BALDWIN BROTHERS LLC/MA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 8 |
Pendal Group Ltd | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Venturi Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.00% | 0.20% | 0.48% | Q4 2019 | Q2 2023 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.15% | 0.28% | 0.40% | Q2 2019 | Q1 2021 | 8 |
Sentry Investments Corp. | 8 | 8 | 1.76% | 2.49% | 3.10% | Q2 2016 | Q1 2018 | 8 |
SANDLER CAPITAL MANAGEMENT | 8 | 8 | 0.24% | 0.73% | 1.56% | Q4 2016 | Q3 2018 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Worth Venture Partners, LLC | 8 | 8 | 0.25% | 0.37% | 0.65% | Q4 2016 | Q3 2018 | 8 |
FinTrust Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
SYCOMORE ASSET MANAGEMENT | 8 | 8 | 0.04% | 0.43% | 1.27% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.52% | 0.74% | 1.01% | Q4 2021 | Q3 2023 | 8 |
AIA Group Ltd | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.24% | 0.26% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 5 | 3 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
THORNBURG INVESTMENT MANAGEMENT INC | 8 | 8 | 0.07% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Unigestion Holding SA | 5 | 3 | 0.04% | 0.33% | 0.70% | Q2 2018 | Q4 2022 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.11% | 0.24% | Q4 2017 | Q4 2023 | 8 |
Sound View Wealth Advisors Group, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
STEINBERG ASSET MANAGEMENT LLC | 7 | 7 | 0.25% | 0.62% | 1.30% | Q2 2016 | Q4 2017 | 7 |
Highview Capital Management LLC/DE/ | 7 | 7 | 0.50% | 0.80% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q3 2022 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Paragon Advisors, LLC | 5 | 1 | 0.26% | 0.71% | 1.55% | Q4 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SCHWARTZ INVESTMENT COUNSEL INC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Galibier Capital Management Ltd. | 7 | 7 | 6.55% | 7.18% | 8.22% | Q1 2020 | Q3 2021 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.03% | 0.71% | 1.15% | Q2 2016 | Q4 2017 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Summit Trail Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.13% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Savant Capital, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Farmhouse Investment Management LLC | 7 | 7 | 5.22% | 6.82% | 8.48% | Q1 2017 | Q3 2018 | 7 |
Castle Rock Wealth Management, LLC | 5 | 1 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 7 |
Edgestream Partners, L.P. | 7 | 7 | 0.04% | 0.49% | 0.94% | Q4 2020 | Q2 2022 | 7 |
Quantamental Technologies LLC | 5 | 1 | 0.00% | 0.40% | 1.55% | Q2 2019 | Q2 2023 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 2 | 0.00% | 0.05% | 0.09% | Q3 2017 | Q1 2021 | 7 |
Wahed Invest LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 7 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.05% | 0.24% | Q1 2018 | Q3 2023 | 7 |
Empire Life Investments Inc. | 4 | 3 | 0.44% | 0.86% | 2.01% | Q1 2018 | Q4 2020 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rosenbaum Jay D. | 7 | 7 | 0.33% | 0.43% | 0.58% | Q4 2021 | Q2 2023 | 7 |
Alera Investment Advisors, LLC | 7 | 7 | 0.12% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.24% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Capital International Sarl | 4 | 3 | 0.08% | 0.22% | 0.35% | Q1 2020 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.11% | 0.22% | 0.60% | Q4 2021 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 3 | 0.08% | 0.26% | 0.62% | Q1 2021 | Q2 2023 | 7 |
Millrace Asset Group, Inc. | 7 | 7 | 0.68% | 1.28% | 3.56% | Q2 2016 | Q4 2017 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Waverly Advisors, LLC | 7 | 7 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q4 2017 | 7 |
STEPH & CO | 7 | 7 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q2 2021 | 7 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 6 |
WADDELL & REED FINANCIAL INC | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2019 | Q3 2020 | 6 |
Inspire Investing, LLC | 4 | 1 | 0.00% | 0.34% | 0.53% | Q4 2017 | Q2 2023 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 6 | 0.02% | 0.08% | 0.13% | Q2 2016 | Q3 2017 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2021 | 6 |
First Trust Direct Indexing L.P. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.16% | 0.35% | Q3 2018 | Q2 2021 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 6 | 0.03% | 0.30% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 4 | 2 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2019 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Global Trust Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 6 |
Cinctive Capital Management LP | 6 | 6 | 0.05% | 0.13% | 0.26% | Q3 2021 | Q4 2022 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2016 | Q3 2017 | 6 |
Alphinity Investment Management Pty Ltd | 6 | 6 | 0.47% | 5.61% | 8.08% | Q2 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.35% | 0.36% | 0.38% | Q3 2016 | Q4 2017 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q3 2017 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.44% | 0.84% | Q4 2018 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 6 |
Numeric Investors LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.09% | 0.17% | 0.37% | Q4 2021 | Q1 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.11% | 0.14% | 0.19% | Q2 2016 | Q3 2017 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PACIFIC SUN FINANCIAL CORP | 5 | 1 | 0.54% | 0.62% | 0.68% | Q4 2021 | Q2 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 6 |
Checchi Capital Advisers, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Northeast Financial Consultants Inc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 6 | 1.32% | 3.56% | 4.25% | Q2 2022 | Q3 2023 | 6 |
BMS Financial Advisors, LLC | 6 | 6 | 0.21% | 0.31% | 0.38% | Q1 2022 | Q2 2023 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.06% | 0.31% | 0.64% | Q4 2017 | Q2 2021 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Friedberg Investment Management | 6 | 6 | 2.27% | 2.92% | 4.01% | Q2 2016 | Q3 2017 | 6 |
EVOKE WEALTH, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 6 | 1.68% | 1.77% | 1.99% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.21% | 0.46% | Q4 2018 | Q3 2022 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 6 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.60% | 0.84% | 1.09% | Q3 2019 | Q4 2020 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 6 |
Holocene Advisors, LP | 3 | 2 | 0.00% | 0.14% | 0.28% | Q1 2020 | Q1 2022 | 5 |
PDT Partners, LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 5 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q2 2017 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2018 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.03% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Polar Capital LLP | 5 | 5 | 0.13% | 0.38% | 0.55% | Q2 2016 | Q2 2017 | 5 |
Liontrust Investment Partners LLP | 4 | 1 | 1.43% | 1.92% | 2.31% | Q4 2020 | Q2 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Greenfield Savings Bank | 4 | 1 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2023 | 5 |
Gilman Hill Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.14% | 0.50% | 0.71% | Q2 2022 | Q2 2023 | 5 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.63% | 1.43% | 2.57% | Q4 2016 | Q3 2019 | 5 |
EFG Asset Management (Americas) Corp. | 5 | 5 | 0.54% | 0.63% | 0.76% | Q2 2019 | Q2 2020 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Banco BTG Pactual S.A. | 4 | 1 | 0.19% | 0.32% | 0.48% | Q3 2021 | Q4 2022 | 5 |
CASTLEARK MANAGEMENT LLC | 5 | 5 | 0.10% | 0.16% | 0.21% | Q2 2016 | Q2 2017 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 3 | 1 | 0.05% | 0.25% | 0.59% | Q1 2022 | Q3 2023 | 5 |
Bogart Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q4 2017 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.71% | 1.05% | 2.00% | Q4 2020 | Q4 2021 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.06% | 0.32% | 0.42% | Q4 2020 | Q1 2022 | 5 |
OSSIAM | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 5 |
Electron Capital Partners, LLC | 5 | 5 | 1.57% | 2.66% | 3.46% | Q1 2018 | Q1 2019 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.90% | 1.00% | 1.12% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.09% | 0.39% | Q2 2016 | Q3 2022 | 5 |
Concentric Capital Strategies, LP | 2 | 1 | 0.24% | 1.36% | 2.32% | Q1 2022 | Q3 2023 | 5 |
Airain ltd | 5 | 5 | 0.07% | 0.14% | 0.33% | Q2 2016 | Q2 2017 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.09% | 0.35% | Q2 2018 | Q3 2023 | 5 |
BILL & MELINDA GATES FOUNDATION TRUST | 5 | 5 | 0.73% | 0.79% | 0.85% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q1 2021 | 5 |
TEACHERS ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 5 |
GAM Holding AG | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Neo Ivy Capital Management | 1 | 1 | 0.28% | 0.55% | 0.84% | Q3 2019 | Q4 2022 | 5 |
CLEARFIELD CAPITAL MANAGEMENT LP | 5 | 5 | 6.78% | 9.28% | 12.30% | Q2 2016 | Q2 2017 | 5 |
Tetrem Capital Management Ltd. | 5 | 5 | 1.08% | 1.23% | 1.43% | Q2 2016 | Q2 2017 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Bornite Capital Management LP | 4 | 1 | 0.20% | 4.14% | 6.73% | Q3 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.03% | 0.06% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Dana Investment Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.16% | 0.18% | 0.21% | Q2 2021 | Q2 2022 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q3 2023 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.26% | 0.50% | 0.80% | Q4 2017 | Q4 2018 | 5 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Harvey Partners, LLC | 4 | 4 | 2.65% | 3.40% | 3.70% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.12% | 0.18% | Q4 2018 | Q3 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
HANCOCK WHITNEY CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 4 |
Meiji Yasuda Life Insurance Co | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.12% | 0.16% | 0.18% | Q1 2017 | Q2 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.07% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
NICOLA WEALTH MANAGEMENT LTD. | 4 | 4 | 0.33% | 0.64% | 1.04% | Q1 2022 | Q4 2022 | 4 |
Ethic Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 1.70% | 1.80% | 2.02% | Q4 2022 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.18% | 0.44% | 1.02% | Q3 2020 | Q3 2022 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 0.18% | 0.23% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Tygh Capital Management, Inc. | 4 | 4 | 0.95% | 1.58% | 2.54% | Q2 2016 | Q1 2017 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
New Millennium Group LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Covenant Partners, LLC | 4 | 4 | 0.09% | 0.14% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Lunia Capital LP | 4 | 4 | 1.58% | 3.05% | 4.57% | Q4 2018 | Q3 2019 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
DAVENPORT & Co LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Strong Tower Advisory Services | 4 | 4 | 0.17% | 0.20% | 0.22% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.33% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.61% | 0.66% | 0.71% | Q4 2017 | Q3 2018 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
EDGE ASSET MANAGEMENT, INC | 4 | 4 | 0.36% | 0.38% | 0.40% | Q2 2016 | Q1 2017 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 4 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q1 2017 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.02% | 0.26% | 0.71% | Q4 2022 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2019 | 4 |
Ranger Investment Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.04% | 0.09% | 0.23% | Q1 2021 | Q4 2022 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q4 2021 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.50% | 0.62% | 0.80% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 3 | 1 | 0.02% | 0.08% | 0.16% | Q2 2017 | Q4 2022 | 4 |
RAINIER INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.76% | 0.81% | 0.89% | Q4 2016 | Q3 2017 | 4 |
SAYA MANAGEMENT LP | 4 | 4 | 6.56% | 7.93% | 10.80% | Q1 2019 | Q4 2019 | 4 |
FRIESS ASSOCIATES LLC | 4 | 4 | 0.41% | 0.60% | 0.70% | Q2 2016 | Q1 2017 | 4 |
Calamos Wealth Management LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q4 2022 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Optimal Asset Management, Inc. | 3 | 1 | 0.13% | 0.26% | 0.47% | Q4 2019 | Q4 2020 | 4 |
Thematics Asset Management | 4 | 4 | 0.73% | 0.77% | 0.83% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.14% | 0.24% | Q4 2021 | Q2 2023 | 4 |
Woodline Partners LP | 4 | 4 | 0.08% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gilbert & Cook, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Allen Capital Group, LLC | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2017 | Q3 2018 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 4 | 4 | 0.38% | 0.42% | 0.47% | Q1 2020 | Q4 2020 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.67% | 0.74% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.68% | 0.73% | 0.78% | Q2 2016 | Q1 2017 | 4 |
BP PLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Advisor OS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q3 2018 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Cladis Investment Advisory, LLC | 2 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q2 2023 | 3 |
SPROTT INC. | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Choate Investment Advisors | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.08% | 0.16% | 0.27% | Q2 2020 | Q4 2021 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Retirement Systems of Alabama | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Lavaca Capital LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 3 |
PARNASSUS INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q4 2020 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.29% | 0.68% | 0.91% | Q2 2016 | Q3 2020 | 3 |
Rice Partnership, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q1 2023 | Q3 2023 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Brookfield Asset Management | 2 | 1 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q2 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.29% | 0.54% | 0.98% | Q1 2022 | Q4 2022 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Parkwood LLC | 3 | 3 | 0.03% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Canoe Financial LP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q1 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
MQS Management LLC | 3 | 3 | 0.21% | 0.40% | 0.59% | Q4 2022 | Q2 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q4 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 3 | 0.13% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
MIROVA | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 3 |
RWC Asset Management LLP | 3 | 3 | 0.11% | 0.54% | 0.80% | Q4 2018 | Q2 2019 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q4 2018 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 2.28% | 2.31% | 2.36% | Q2 2021 | Q4 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.38% | 0.60% | 0.95% | Q2 2022 | Q4 2022 | 3 |
Prana Capital Management, LP | 2 | 1 | 0.03% | 0.10% | 0.24% | Q2 2022 | Q3 2023 | 3 |
WASHINGTON TRUST Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.76% | 0.79% | 0.82% | Q1 2023 | Q3 2023 | 3 |
Rheos Capital Works Inc. | 3 | 3 | 0.64% | 0.70% | 0.74% | Q2 2022 | Q4 2022 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Perpetual Ltd | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.52% | 0.99% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 3 |
Rinet Co LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 3 | 3 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.13% | 0.16% | 0.23% | Q2 2016 | Q4 2016 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.08% | 0.22% | 0.44% | Q4 2017 | Q2 2018 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.15% | 0.19% | 0.20% | Q4 2018 | Q2 2019 | 3 |
FourThought Financial Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q2 2019 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.58% | 0.63% | 0.70% | Q3 2022 | Q1 2023 | 3 |
BlackRock Group LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Utah Retirement Systems | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Hexavest Inc. | 3 | 3 | 0.02% | 0.10% | 0.16% | Q1 2020 | Q3 2020 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Crestline Management, LP | 3 | 3 | 0.67% | 0.73% | 0.78% | Q1 2017 | Q3 2017 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Varma Mutual Pension Insurance Co | 3 | 3 | 0.09% | 0.14% | 0.19% | Q2 2022 | Q4 2022 | 3 |
WEATHERBIE CAPITAL, LLC | 3 | 3 | 0.32% | 0.46% | 0.56% | Q2 2016 | Q4 2016 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.03% | 0.40% | 0.88% | Q1 2019 | Q2 2020 | 3 |
Senator Investment Group LP | 1 | 1 | 1.10% | 1.39% | 1.68% | Q3 2016 | Q1 2020 | 2 |
Souders Financial Advisors | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Walter Public Investments Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Arcus Capital Partners, LLC | 1 | 1 | 0.25% | 0.29% | 0.33% | Q2 2022 | Q3 2023 | 2 |
Principal Street Partners, LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2017 | Q4 2017 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q1 2023 | Q3 2023 | 2 |
Alta Fox Capital Management | 2 | 2 | 4.26% | 5.93% | 7.59% | Q2 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.79% | 0.85% | 0.91% | Q2 2022 | Q3 2022 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q1 2023 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2019 | 2 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2023 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.11% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 2 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Timber Hill LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q1 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.13% | 0.44% | 0.74% | Q1 2023 | Q2 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 3.69% | 4.32% | 4.94% | Q2 2016 | Q3 2016 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2020 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Signition LP | 1 | 1 | 0.13% | 0.33% | 0.53% | Q3 2018 | Q1 2019 | 2 |
Beutel, Goodman & Co Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q2 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RICHELIEU GESTION SA | 1 | 1 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q4 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.00% | 1.36% | 1.73% | Q1 2022 | Q3 2022 | 2 |
KANALY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
THOMAS WHITE INTERNATIONAL LTD | 2 | 2 | 0.65% | 0.65% | 0.66% | Q1 2023 | Q2 2023 | 2 |
Shinko Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Astrantus Ltd | 2 | 2 | 0.46% | 0.74% | 1.02% | Q4 2021 | Q1 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 2 | 2 | 1.24% | 1.58% | 1.93% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.32% | 0.34% | 0.36% | Q4 2020 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Lowell Blake & Associates Inc. | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.06% | 0.29% | 0.52% | Q4 2017 | Q1 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.22% | 0.29% | 0.36% | Q2 2023 | Q3 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.20% | 0.35% | Q2 2019 | Q1 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 2.16% | 2.23% | 2.30% | Q4 2020 | Q1 2021 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.14% | 0.22% | 0.30% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Capital Innovations LLC | 2 | 2 | 0.95% | 1.21% | 1.46% | Q2 2016 | Q3 2016 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q1 2021 | 2 |
DELTA LLOYD NV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
LMR Partners LLP | 2 | 2 | 0.08% | 1.42% | 2.76% | Q2 2016 | Q3 2016 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Kula Investments, LLC | 2 | 2 | 0.06% | 0.14% | 0.23% | Q4 2022 | Q1 2023 | 2 |
PointState Capital LP | 2 | 2 | 1.07% | 1.11% | 1.15% | Q2 2020 | Q3 2020 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q3 2017 | Q4 2017 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2019 | Q4 2022 | 2 |
RAIFF PARTNERS INC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q3 2016 | Q4 2016 | 2 |
3G Capital Partners | 2 | 2 | 0.52% | 1.08% | 1.65% | Q2 2018 | Q3 2018 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Versor Investments LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
IBM Retirement Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Concorde Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fortis Capital Management LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2020 | Q2 2020 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Compound Global Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2016 | Q2 2016 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Power Corp of Canada | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AJO, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Parplus Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oribel Capital Management, LP | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2023 | Q3 2023 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2022 | Q2 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bay Street Capital Partners LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2017 | Q4 2017 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Standard Family Office LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2019 | Q3 2019 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Resilient Capital LLP | 1 | 1 | 70.86% | 70.86% | 70.86% | Q4 2020 | Q4 2020 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2020 | Q3 2020 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Quarry LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Alta Advisers Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2022 | Q2 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2023 | Q4 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Invictus RG | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rede Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
APPLIED RESEARCH INVESTMENTS, LLC | 1 | 1 | 6.86% | 6.86% | 6.86% | Q3 2022 | Q3 2022 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Overbrook Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WASTE CONNECTIONS INC or have owned WASTE CONNECTIONS INC in the past.