Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 112 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 92 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.08% | Q2 2013 | Q3 2023 | 82 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 56 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
Capital Analysts, LLC | 44 | 44 | 0.03% | 0.05% | 0.11% | Q4 2012 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
PEAK6 Investments LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.25% | 0.70% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.01% | 0.56% | 2.14% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.81% | 1.40% | 1.80% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 1.18% | 2.02% | 3.23% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GRACE & WHITE INC /NY | 42 | 42 | 1.11% | 1.94% | 3.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 0.09% | 1.52% | 3.18% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.02% | Q2 2012 | Q4 2022 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.06% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.46% | 1.33% | 2.59% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.03% | 1.00% | 2.59% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.56% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.14% | 0.27% | 0.65% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.23% | 0.73% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.76% | 1.24% | 1.68% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 27 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 35 | 6 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.07% | 0.12% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Mitsubishi UFJ Trust & Banking Corp | 41 | 41 | 0.06% | 0.14% | 0.47% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 18 | 4 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 32 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 36 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
CENTRAL TRUST Co | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 39 | 39 | 0.00% | 0.01% | 0.16% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.01% | 0.14% | 0.39% | Q1 2014 | Q3 2023 | 39 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 34 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 38 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 21 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 37 |
DF DENT & CO INC | 37 | 37 | 0.01% | 0.38% | 2.07% | Q3 2014 | Q3 2023 | 37 |
KING LUTHER CAPITAL MANAGEMENT CORP | 35 | 2 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 37 |
Barbara Oil Co. | 37 | 37 | 0.29% | 0.57% | 0.90% | Q3 2014 | Q3 2023 | 37 |
OAK RIDGE INVESTMENTS LLC | 24 | 1 | 0.03% | 1.31% | 2.81% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Markel Corporation | 36 | 36 | 0.01% | 1.06% | 2.49% | Q4 2014 | Q3 2023 | 36 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 35 |
BOSTON FINANCIAL MANGEMENT LLC | 35 | 35 | 0.04% | 2.33% | 5.00% | Q1 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 18 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
AQR Capital Management | 33 | 2 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 35 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Utah Retirement Systems | 34 | 34 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Creative Planning | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.04% | 0.23% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Thomas J. Herzfeld Advisors, Inc. | 27 | 7 | 0.00% | 0.52% | 1.12% | Q2 2013 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 9 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 33 | 33 | 0.17% | 0.72% | 1.32% | Q3 2015 | Q3 2023 | 33 |
Renaissance Technologies | 18 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 33 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
WEBSTER BANK, N. A. | 32 | 32 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 32 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 4 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q4 2022 | 32 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q2 2023 | 32 |
TRUIST FINANCIAL CORP | 32 | 32 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
DONALDSON CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.02% | 0.08% | 0.34% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 15 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 31 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.16% | 0.71% | 1.78% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
CAMBRIDGE TRUST CO | 31 | 31 | 0.06% | 0.43% | 0.69% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2020 | 31 |
JANUS HENDERSON GROUP PLC | 30 | 30 | 0.00% | 0.02% | 0.15% | Q2 2016 | Q3 2023 | 30 |
EAGLE ASSET MANAGEMENT INC | 20 | 4 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 30 |
JOHNSON INVESTMENT COUNSEL INC | 18 | 12 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 30 |
PARK NATIONAL CORP /OH/ | 27 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2023 | 30 |
Motley Fool Asset Management LLC | 30 | 30 | 0.46% | 2.69% | 3.93% | Q2 2016 | Q3 2023 | 30 |
FIRST MERCANTILE TRUST CO | 30 | 30 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 30 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 30 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 30 | 30 | 0.10% | 0.49% | 0.90% | Q2 2013 | Q3 2020 | 30 |
Aperio Group, LLC | 26 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Motley Fool Wealth Management, LLC | 30 | 30 | 0.27% | 1.09% | 1.76% | Q2 2016 | Q3 2023 | 30 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
HUNTINGTON NATIONAL BANK | 25 | 4 | 0.00% | 0.00% | 0.00% | Q3 2010 | Q3 2023 | 29 |
NATIXIS ADVISORS, L.P. | 27 | 2 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 29 |
World Asset Management Inc | 21 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
REGIONS FINANCIAL CORP | 28 | 28 | 0.01% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 28 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 2 | 0.00% | 0.08% | 0.25% | Q1 2014 | Q2 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.04% | 0.25% | Q2 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.22% | 0.47% | Q2 2013 | Q1 2020 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
AEGON ASSET MANAGEMENT UK PLC | 27 | 27 | 0.26% | 0.48% | 1.00% | Q4 2016 | Q2 2023 | 27 |
WENDELL DAVID ASSOCIATES INC | 27 | 27 | 0.13% | 0.75% | 1.45% | Q1 2017 | Q3 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 15 | 12 | 0.00% | 0.10% | 0.47% | Q3 2016 | Q2 2023 | 27 |
CALEDONIA INVESTMENTS PLC | 27 | 27 | 2.68% | 9.94% | 13.92% | Q1 2017 | Q3 2023 | 27 |
Bath Savings Trust Co | 27 | 27 | 0.51% | 1.08% | 1.89% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 27 | 27 | 0.03% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
BOKF, NA | 18 | 9 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
LPL Financial LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Handelsbanken Fonder AB | 26 | 26 | 0.16% | 0.33% | 0.69% | Q2 2017 | Q3 2023 | 26 |
Handelsinvest Investeringsforvaltning | 26 | 26 | 1.21% | 1.70% | 3.44% | Q2 2017 | Q3 2023 | 26 |
ROYCE & ASSOCIATES LP | 17 | 2 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q4 2021 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.07% | 0.10% | Q3 2013 | Q1 2020 | 26 |
RIVERBRIDGE PARTNERS LLC | 26 | 26 | 0.29% | 0.46% | 0.71% | Q2 2017 | Q3 2023 | 26 |
AMERICAN CENTURY COMPANIES INC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 26 |
STOCK YARDS BANK & TRUST CO | 26 | 26 | 0.03% | 0.59% | 1.05% | Q2 2017 | Q3 2023 | 26 |
GW&K Investment Management, LLC | 26 | 26 | 0.35% | 0.47% | 0.59% | Q2 2017 | Q3 2023 | 26 |
Gotham Asset Management, LLC | 13 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 26 |
Johnson Financial Group, Inc. | 13 | 6 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 26 |
RMB Capital Management, LLC | 14 | 12 | 0.17% | 0.46% | 1.05% | Q4 2015 | Q3 2023 | 26 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
Lee Financial Co | 26 | 26 | 0.22% | 0.33% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Perkins Coie Trust Co | 25 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 1 | 0.00% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 26 |
ADVISOR PARTNERS LLC | 13 | 12 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q2 2022 | 25 |
Conestoga Capital Advisors, LLC | 25 | 25 | 0.06% | 0.23% | 0.51% | Q3 2017 | Q3 2023 | 25 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.13% | 0.20% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
WADDELL & REED FINANCIAL INC | 24 | 1 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q1 2021 | 25 |
Janney Montgomery Scott LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 25 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 22 | 3 | 0.14% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 25 |
Rafferty Asset Management, LLC | 23 | 2 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q2 2023 | 25 |
Parkside Financial Bank & Trust | 25 | 25 | 0.02% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 14 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 25 |
SIT INVESTMENT ASSOCIATES INC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q1 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
FRANKLIN RESOURCES INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.00% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
PANAGORA ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2021 | 24 |
MACQUARIE GROUP LTD | 15 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.04% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Pacer Advisors, Inc. | 11 | 1 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 24 |
DekaBank Deutsche Girozentrale | 13 | 11 | 0.00% | 0.06% | 0.22% | Q2 2016 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.09% | 0.46% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
FIDUCIARY TRUST CO | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Freedom Day Solutions, LLC | 24 | 24 | 1.15% | 1.45% | 1.83% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Voya Financial Advisors, Inc. | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Holocene Advisors, LP | 19 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
NORDEA INVESTMENT MANAGEMENT AB | 23 | 23 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
MIDDLETON & CO INC/MA | 23 | 23 | 0.19% | 0.37% | 0.51% | Q1 2018 | Q3 2023 | 23 |
Alpha Omega Wealth Management LLC | 23 | 23 | 0.00% | 0.14% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
WINTON GROUP Ltd | 15 | 1 | 0.01% | 0.08% | 0.22% | Q2 2014 | Q2 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q3 2023 | 23 |
CIBC Asset Management Inc | 18 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 22 | 0.08% | 0.48% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.43% | 0.58% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Echo Street Capital Management LLC | 20 | 1 | 0.00% | 1.26% | 2.38% | Q4 2013 | Q2 2023 | 22 |
First Horizon Advisors, Inc. | 18 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
TimesSquare Capital Management, LLC | 17 | 1 | 0.14% | 0.36% | 0.75% | Q2 2013 | Q3 2023 | 21 |
Psagot Value Holdings Ltd. | 21 | 21 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q4 2019 | 21 |
FDx Advisors, Inc. | 13 | 2 | 0.01% | 0.04% | 0.18% | Q2 2017 | Q3 2023 | 21 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.04% | 0.15% | Q4 2013 | Q2 2023 | 21 |
PRIVATE TRUST CO NA | 14 | 1 | 0.01% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 21 |
THB ASSET MANAGEMENT | 21 | 21 | 0.08% | 0.17% | 0.53% | Q4 2014 | Q4 2019 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2018 | 20 |
SouthernSun Asset Management | 20 | 20 | 0.26% | 0.98% | 1.27% | Q4 2018 | Q3 2023 | 20 |
Ipswich Investment Management Co., Inc. | 20 | 20 | 0.03% | 1.01% | 1.82% | Q4 2018 | Q3 2023 | 20 |
WELCH & FORBES LLC | 20 | 20 | 0.06% | 0.81% | 1.33% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
FIRST CITIZENS BANK & TRUST CO | 11 | 9 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q2 2022 | 20 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 20 | 20 | 0.17% | 0.26% | 0.35% | Q1 2014 | Q4 2018 | 20 |
TD ASSET MANAGEMENT INC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.05% | 0.08% | 0.14% | Q3 2015 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
LEVIN CAPITAL STRATEGIES, L.P. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.38% | 0.82% | 1.86% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.27% | Q1 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 17 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.08% | 0.16% | 0.19% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.10% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 19 |
WASHINGTON TRUST BANK | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2022 | 19 |
Penserra Capital Management LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
First Bank & Trust | 19 | 19 | 0.09% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Advisors Capital Management, LLC | 19 | 19 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.07% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.24% | 0.54% | 0.85% | Q1 2019 | Q3 2023 | 19 |
Vision Capital Management, Inc. | 19 | 19 | 0.11% | 0.72% | 1.36% | Q1 2019 | Q3 2023 | 19 |
SYMPHONY ASSET MANAGEMENT LLC | 19 | 19 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q4 2017 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.10% | 0.14% | Q3 2015 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 11 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Cutter & CO Brokerage, Inc. | 19 | 19 | 0.17% | 0.62% | 1.39% | Q1 2019 | Q3 2023 | 19 |
Zurich Insurance Group Ltd/FI | 12 | 2 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q3 2023 | 19 |
M&T BANK CORP | 13 | 1 | 0.00% | 0.01% | 0.16% | Q3 2014 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.06% | Q4 2014 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.24% | 2.18% | Q2 2013 | Q4 2017 | 19 |
State of Tennessee, Treasury Department | 17 | 2 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q2 2023 | 19 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 1.04% | 1.78% | 2.42% | Q1 2019 | Q3 2023 | 19 |
FIRST HAWAIIAN BANK | 15 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.35% | 0.78% | 1.41% | Q1 2019 | Q3 2023 | 19 |
NAVELLIER & ASSOCIATES INC | 17 | 2 | 0.23% | 0.40% | 0.60% | Q1 2017 | Q4 2021 | 19 |
SCHWARTZ INVESTMENT COUNSEL INC | 19 | 19 | 0.27% | 0.72% | 1.60% | Q1 2019 | Q3 2023 | 19 |
Cedar Wealth Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Taylor Frigon Capital Management LLC | 18 | 18 | 0.40% | 0.67% | 1.07% | Q2 2019 | Q3 2023 | 18 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 18 |
STRS OHIO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 18 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 18 | 18 | 0.17% | 0.74% | 1.30% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
Covington Investment Advisors Inc. | 18 | 18 | 1.21% | 2.00% | 3.08% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
HM PAYSON & CO | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 18 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.05% | 0.55% | Q2 2013 | Q4 2021 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 18 |
Robeco Institutional Asset Management B.V. | 8 | 2 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 16 | 1 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2020 | 18 |
DUDLEY & SHANLEY, INC. | 9 | 3 | 0.04% | 0.33% | 1.82% | Q4 2014 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 17 | 17 | 0.06% | 0.08% | 0.15% | Q4 2017 | Q4 2021 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 0.07% | 0.21% | Q3 2013 | Q4 2019 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.04% | 0.07% | 0.13% | Q2 2017 | Q2 2021 | 17 |
BBVA USA Bancshares, Inc. | 17 | 17 | 0.02% | 0.07% | 0.10% | Q1 2017 | Q1 2021 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q4 2022 | 17 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.22% | 1.15% | 2.58% | Q4 2014 | Q3 2023 | 17 |
MUFG Americas Holdings Corp | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2011 | Q1 2020 | 17 |
K.J. Harrison & Partners Inc | 17 | 17 | 0.04% | 0.49% | 1.01% | Q3 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2019 | 17 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Winslow, Evans & Crocker, Inc. | 16 | 1 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q4 2020 | 17 |
OPTIMUM INVESTMENT ADVISORS | 7 | 5 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2022 | 17 |
KDI CAPITAL PARTNERS LLC | 17 | 17 | 1.33% | 4.35% | 8.50% | Q4 2013 | Q4 2017 | 17 |
Capital Investment Advisory Services, LLC | 11 | 2 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 17 |
Private Capital Group, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
CIBC WORLD MARKET INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
Atria Investments, Inc | 13 | 3 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.09% | 0.74% | Q1 2017 | Q3 2023 | 16 |
MAI Capital Management | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 16 |
Man Group plc | 9 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Irving Magee Investment Management | 16 | 16 | 0.94% | 1.43% | 2.22% | Q2 2013 | Q1 2017 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 16 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.20% | 0.64% | Q3 2012 | Q4 2021 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 1 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 16 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2018 | 16 |
AGF Investments LLC | 15 | 1 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q2 2021 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 16 |
Bartlett & Co. LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 16 |
SHELL ASSET MANAGEMENT CO | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 16 |
AVIVA PLC | 9 | 7 | 0.00% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.11% | 0.25% | 0.63% | Q4 2019 | Q3 2023 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Wealth Alliance | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Donoghue Forlines LLC | 5 | 2 | 0.04% | 0.27% | 0.83% | Q1 2018 | Q2 2023 | 15 |
OAKBROOK INVESTMENTS LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 15 |
Ellevest, Inc. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NJ State Employees Deferred Compensation Plan | 15 | 15 | 0.09% | 0.24% | 0.30% | Q1 2014 | Q3 2017 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.04% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Vident Investment Advisory, LLC | 7 | 4 | 0.01% | 0.10% | 0.35% | Q1 2017 | Q2 2023 | 15 |
Pembroke Management, LTD | 15 | 15 | 0.73% | 1.39% | 3.05% | Q1 2020 | Q3 2023 | 15 |
UMB Bank, n.a. | 15 | 15 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.05% | 0.11% | 0.24% | Q1 2015 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Fiera Capital Corp | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 5 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
WCM INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q2 2023 | 15 |
QS Investors, LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2021 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.35% | 0.43% | 0.50% | Q1 2020 | Q3 2023 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Cynosure Group, LLC | 15 | 15 | 1.04% | 8.55% | 12.94% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2023 | 15 |
Unigestion Holding SA | 9 | 6 | 0.01% | 0.07% | 0.18% | Q2 2018 | Q1 2022 | 15 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q2 2022 | 14 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2023 | 14 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.04% | 0.18% | Q2 2014 | Q1 2023 | 14 |
MOODY LYNN & LIEBERSON, LLC | 13 | 1 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.04% | 0.14% | Q3 2013 | Q2 2022 | 14 |
Hilltop Holdings Inc. | 11 | 3 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q1 2019 | 14 |
Assured Investment Management LLC | 8 | 6 | 0.00% | 0.04% | 0.19% | Q3 2015 | Q1 2019 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.39% | 0.50% | 0.70% | Q1 2020 | Q2 2023 | 14 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.16% | 0.23% | 0.31% | Q4 2018 | Q1 2022 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 14 |
CAPITAL ADVISORS INC/OK | 14 | 14 | 0.69% | 0.83% | 1.13% | Q2 2020 | Q3 2023 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 5 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 14 |
Vestcor Inc | 14 | 14 | 0.00% | 0.17% | 0.30% | Q2 2020 | Q3 2023 | 14 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 1 | 0.01% | 0.07% | 0.18% | Q1 2013 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.87% | 1.81% | 3.74% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 14 |
AlphaCrest Capital Management LLC | 13 | 1 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q3 2022 | 14 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.03% | 0.13% | 0.29% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 4 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 14 |
Epoch Investment Partners, Inc. | 14 | 14 | 0.03% | 0.41% | 0.59% | Q2 2018 | Q3 2021 | 14 |
Sonora Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q2 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.08% | 0.35% | Q1 2014 | Q3 2023 | 14 |
Fulcrum Equity Management | 13 | 13 | 0.08% | 0.14% | 0.21% | Q4 2018 | Q4 2021 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 1 | 0.01% | 0.13% | 0.53% | Q1 2018 | Q3 2022 | 13 |
DENALI ADVISORS LLC | 7 | 3 | 0.01% | 0.35% | 1.30% | Q4 2016 | Q2 2023 | 13 |
KALMAR INVESTMENTS INC /DE/ | 13 | 13 | 0.18% | 0.79% | 1.15% | Q4 2013 | Q4 2016 | 13 |
Hamilton Point Investment Advisors, LLC | 13 | 13 | 0.84% | 0.99% | 1.24% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Cumberland Partners Ltd | 13 | 13 | 0.09% | 0.15% | 0.25% | Q2 2019 | Q2 2022 | 13 |
ExodusPoint Capital Management, LP | 8 | 2 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q2 2023 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
OLD NATIONAL BANCORP /IN/ | 13 | 13 | 0.07% | 0.19% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Marks Group Wealth Management, Inc | 8 | 5 | 0.30% | 0.75% | 0.98% | Q4 2019 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Smithfield Trust Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 12 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 13 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Verity & Verity, LLC | 13 | 13 | 0.08% | 0.53% | 0.74% | Q1 2017 | Q1 2020 | 13 |
CAPSTONE ASSET MANAGEMENT CO | 10 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
APG Asset Management N.V. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 13 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 12 |
Ensemble Capital Management | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q2 2020 | 12 |
FIRST FINANCIAL CORP /IN/ | 10 | 2 | 0.00% | 0.09% | 0.14% | Q3 2016 | Q3 2020 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.03% | 0.18% | 0.52% | Q4 2020 | Q3 2023 | 12 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 12 |
2Xideas AG | 12 | 12 | 0.77% | 0.99% | 1.35% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.06% | 0.19% | 0.44% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.05% | 0.12% | 0.15% | Q3 2016 | Q4 2020 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
FineMark National Bank & Trust | 11 | 1 | 0.00% | 0.20% | 0.32% | Q3 2015 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 12 | 12 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 12 |
Baystate Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Krane Funds Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FENIMORE ASSET MANAGEMENT INC | 6 | 6 | 0.09% | 0.31% | 0.48% | Q3 2018 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 4 | 2 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q2 2021 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.08% | 0.18% | Q2 2015 | Q4 2022 | 12 |
Ethic Inc. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.22% | 0.29% | 0.41% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
CLINTON GROUP INC | 6 | 1 | 0.05% | 0.21% | 0.64% | Q3 2013 | Q1 2018 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 12 | 12 | 0.10% | 0.32% | 0.66% | Q3 2019 | Q2 2022 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.11% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.07% | 0.24% | Q1 2019 | Q4 2021 | 11 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
First American Bank | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 1 | 0.00% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CAPITAL INSIGHT PARTNERS, LLC | 11 | 11 | 0.41% | 0.66% | 0.95% | Q3 2018 | Q1 2021 | 11 |
J. W. Coons Advisors, LLC | 11 | 11 | 0.12% | 0.20% | 0.29% | Q1 2021 | Q3 2023 | 11 |
IBM Retirement Fund | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2021 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FORT, L.P. | 8 | 3 | 0.01% | 0.19% | 0.48% | Q3 2018 | Q4 2021 | 11 |
WHITTIER TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
AMP Capital Investors Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.15% | 0.93% | 2.21% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.29% | 0.73% | 1.35% | Q4 2018 | Q2 2021 | 11 |
Ninety One UK Ltd | 11 | 11 | 0.05% | 0.16% | 0.29% | Q1 2020 | Q3 2022 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Brookstone Capital Management | 6 | 1 | 0.01% | 0.05% | 0.15% | Q2 2017 | Q3 2020 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.03% | 0.32% | 0.44% | Q2 2021 | Q4 2023 | 11 |
EXANE DERIVATIVES | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q4 2022 | 11 |
Spot Trading L.L.C | 7 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2016 | 11 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 10 |
JNBA Financial Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
ALGERT GLOBAL LLC | 10 | 10 | 0.02% | 0.25% | 0.51% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Advantage Alpha Capital Partners LP | 5 | 1 | 0.49% | 0.87% | 1.25% | Q4 2019 | Q3 2023 | 10 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 10 |
Rosenberg Matthew Hamilton | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 4 | 0.03% | 0.10% | 0.27% | Q4 2020 | Q3 2023 | 10 |
Quantum Capital Management, LLC / NJ | 10 | 10 | 0.85% | 1.77% | 2.91% | Q3 2019 | Q4 2021 | 10 |
Running Oak Capital LLC | 5 | 5 | 0.66% | 1.61% | 1.96% | Q4 2019 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
IMA Wealth, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CIGNA INVESTMENTS INC /NEW | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2021 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.08% | 0.23% | Q3 2016 | Q3 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.17% | 0.23% | 0.32% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 8 | 1 | 0.23% | 0.33% | 0.49% | Q2 2020 | Q2 2023 | 9 |
TOBAM | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
BNP Paribas Asset Management Holding S.A. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 9 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.14% | 0.24% | 0.32% | Q4 2018 | Q4 2020 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 9 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2021 | 9 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 9 |
Quantinno Capital Management LP | 5 | 2 | 0.05% | 0.13% | 0.39% | Q3 2020 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 5 | 4 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 9 |
DnB Asset Management AS | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 9 |
Atlas Private Wealth Management, LLC | 6 | 3 | 0.00% | 0.17% | 0.50% | Q4 2019 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Dakota Wealth Management | 7 | 2 | 0.04% | 0.20% | 0.30% | Q2 2019 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 7 | 2 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q2 2023 | 9 |
Proficio Capital Partners LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 9 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Quantamental Technologies LLC | 4 | 1 | 0.01% | 0.20% | 0.42% | Q4 2018 | Q3 2023 | 9 |
Pinnacle Wealth Planning Services, Inc. | 8 | 1 | 0.00% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 9 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.18% | 0.48% | Q2 2013 | Q2 2023 | 9 |
AHL Partners LLP | 9 | 9 | 0.02% | 0.12% | 0.22% | Q4 2015 | Q4 2017 | 9 |
Pearl River Capital, LLC | 3 | 1 | 0.03% | 0.13% | 0.24% | Q4 2018 | Q2 2023 | 9 |
BANK OF NOVA SCOTIA | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q4 2022 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2017 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Asset Management One Co., Ltd. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q1 2023 | 8 |
Covington Capital Management | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2017 | 8 |
SVB WEALTH LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.23% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.09% | 0.17% | 0.33% | Q1 2018 | Q4 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.69% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.28% | 0.41% | 0.46% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.18% | 0.32% | 0.43% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
EQUITABLE TRUST CO | 4 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
NumerixS Investment Technologies Inc | 4 | 2 | 0.02% | 0.04% | 0.09% | Q3 2015 | Q3 2018 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Baskin Financial Services Inc. | 8 | 8 | 1.07% | 1.77% | 2.36% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q4 2021 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.53% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 4 | 2 | 0.09% | 0.54% | 1.25% | Q1 2018 | Q4 2021 | 8 |
DUBUQUE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
River Wealth Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Wakefield Asset Management LLLP | 5 | 2 | 0.09% | 0.12% | 0.18% | Q2 2021 | Q2 2023 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.16% | 0.18% | 0.20% | Q2 2018 | Q4 2019 | 7 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 7 | 7 | 0.43% | 0.67% | 0.91% | Q2 2016 | Q4 2017 | 7 |
River Road Asset Management, LLC | 6 | 1 | 0.01% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 7 |
FRED ALGER MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.04% | 0.04% | Q4 2014 | Q2 2016 | 7 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.08% | 0.22% | 0.30% | Q3 2016 | Q2 2020 | 7 |
Northeast Financial Consultants Inc | 4 | 3 | 0.05% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 7 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Allspring Global Investments Holdings, LLC | 4 | 3 | 0.00% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Intrinsic Edge Capital Management LLC | 5 | 1 | 0.13% | 0.70% | 2.32% | Q2 2017 | Q2 2021 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 7 |
JANUS HENDERSON INVESTORS US LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 2 | 0.03% | 0.07% | 0.17% | Q4 2015 | Q1 2021 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
TSFG, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.06% | 0.12% | 0.28% | Q4 2010 | Q2 2022 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.16% | 0.38% | Q2 2013 | Q2 2023 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
BALASA DINVERNO & FOLTZ LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.06% | 0.38% | Q3 2021 | Q3 2023 | 7 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 7 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q1 2023 | 7 |
Airain ltd | 3 | 1 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q1 2017 | 7 |
Wealth Management Solutions, LLC | 4 | 3 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Insight Folios Inc | 7 | 7 | 0.13% | 0.21% | 0.28% | Q3 2021 | Q1 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 7 |
CONNING INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.09% | 0.33% | 1.03% | Q3 2014 | Q1 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 7 |
Centerpoint Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.20% | 0.38% | Q1 2022 | Q3 2023 | 7 |
FIRST QUADRANT LLC/CA | 3 | 2 | 0.00% | 0.10% | 0.28% | Q2 2016 | Q3 2018 | 7 |
Visionary Asset Management, Inc. | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2017 | Q3 2018 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 6 | 6 | 0.69% | 1.28% | 2.28% | Q3 2019 | Q4 2020 | 6 |
Chicago Capital, LLC | 6 | 6 | 1.50% | 1.80% | 2.27% | Q1 2018 | Q2 2019 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Clarius Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DUALITY ADVISERS, LP | 6 | 6 | 0.35% | 0.39% | 0.47% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 6 |
Empowered Funds, LLC | 4 | 2 | 0.04% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Veritable, L.P. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.00% | 0.21% | 0.32% | Q2 2022 | Q3 2023 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2015 | Q1 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 6 |
American Research & Management Co. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Prospect Capital Advisors, LLC | 6 | 6 | 2.96% | 3.61% | 4.31% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.06% | 0.24% | Q2 2019 | Q1 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Advisor OS, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.52% | 0.69% | 0.89% | Q2 2022 | Q3 2023 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.02% | 0.23% | 0.69% | Q2 2017 | Q3 2023 | 6 |
Smith Affiliated Capital Corp. | 6 | 6 | 0.02% | 0.08% | 0.11% | Q3 2014 | Q4 2015 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT LTD | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Sonen Capital LLC | 6 | 6 | 0.45% | 0.70% | 1.06% | Q2 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Alberta Investment Management Corp | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
TOWER BRIDGE ADVISORS | 6 | 6 | 0.45% | 0.61% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.03% | 0.05% | 0.09% | Q3 2015 | Q3 2017 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
ZACKS INVESTMENT MANAGEMENT | 4 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Interval Partners, LP | 2 | 1 | 0.05% | 0.19% | 0.24% | Q2 2014 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 6 |
WOODSTOCK CORP | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.04% | 0.11% | 0.34% | Q2 2013 | Q1 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.26% | 0.33% | 0.42% | Q4 2015 | Q1 2017 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
BARINGS LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2019 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 6 |
HEARTLAND ADVISORS INC | 6 | 6 | 0.26% | 0.56% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.07% | 0.20% | Q1 2016 | Q1 2022 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 6 |
Ninety One SA (PTY) Ltd | 4 | 2 | 0.22% | 0.43% | 0.78% | Q3 2020 | Q3 2022 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Amundi | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Regency Capital Management Inc.\DE | 5 | 5 | 0.02% | 0.84% | 1.31% | Q1 2021 | Q1 2022 | 5 |
LRT Capital Management, LLC | 5 | 5 | 2.38% | 3.56% | 6.44% | Q4 2021 | Q4 2022 | 5 |
GILDER GAGNON HOWE & CO LLC | 5 | 5 | 0.00% | 0.39% | 0.54% | Q3 2020 | Q3 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ARBOR CAPITAL MANAGEMENT LLC | 5 | 5 | 0.50% | 0.96% | 1.32% | Q4 2014 | Q4 2015 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Autumn Glory Partners, LLC | 2 | 1 | 0.10% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.25% | 0.29% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.02% | 0.23% | 0.41% | Q3 2022 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 5 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.43% | 0.59% | 0.80% | Q3 2020 | Q3 2021 | 5 |
SCHARF INVESTMENTS, LLC | 5 | 5 | 0.52% | 1.16% | 1.43% | Q2 2019 | Q2 2020 | 5 |
Parsec Financial Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Checchi Capital Advisers, LLC | 3 | 2 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.18% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
MARTINGALE ASSET MANAGEMENT L P | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BURNEY CO/ | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Triad Investment Management | 3 | 2 | 0.19% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 5 |
Jackson Wealth Management, LLC | 3 | 2 | 0.40% | 0.48% | 0.59% | Q1 2015 | Q3 2018 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.08% | 0.17% | Q4 2019 | Q3 2022 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2019 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 6.20% | 7.20% | 7.88% | Q3 2022 | Q3 2023 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Gladius Capital Management LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Israel Discount Bank of New York | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2018 | 5 |
THOMASPARTNERS, INC. | 5 | 5 | 0.75% | 0.79% | 0.84% | Q1 2017 | Q1 2018 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.54% | 2.38% | Q3 2016 | Q3 2023 | 5 |
Yarbrough Capital, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
6 Meridian | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Concord Wealth Partners | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Lighthouse Investment Partners, LLC | 4 | 1 | 0.13% | 1.13% | 3.92% | Q2 2022 | Q3 2023 | 5 |
SECOR Capital Advisors, LP | 2 | 1 | 0.03% | 0.26% | 0.83% | Q3 2014 | Q1 2017 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 0.33% | 0.40% | 0.49% | Q2 2022 | Q2 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.43% | 0.48% | 0.56% | Q4 2022 | Q4 2023 | 5 |
Princeton Alpha Management LP | 3 | 2 | 0.08% | 0.14% | 0.26% | Q4 2013 | Q4 2015 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 5 |
NATIXIS | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 5 |
Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Opus Capital Group, LLC | 2 | 1 | 0.06% | 0.18% | 0.42% | Q3 2015 | Q4 2019 | 5 |
CHASE INVESTMENT COUNSEL CORP | 4 | 1 | 0.14% | 0.26% | 0.63% | Q2 2014 | Q2 2023 | 5 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 5 | 5 | 0.15% | 0.27% | 0.35% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
GQ Asset Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q1 2019 | Q1 2020 | 5 |
GW HENSSLER & ASSOCIATES LTD | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Kensington Investment Counsel, LLC | 5 | 5 | 2.27% | 2.83% | 3.24% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.06% | 0.19% | 0.27% | Q4 2015 | Q4 2021 | 5 |
GREENLEAF TRUST | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.56% | 0.63% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q1 2021 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.03% | 0.13% | 0.18% | Q1 2018 | Q4 2018 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.58% | 0.63% | 0.66% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q4 2020 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 4 | 4 | 0.92% | 1.34% | 1.57% | Q3 2013 | Q2 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Coe Capital Management, LLC | 1 | 1 | 0.56% | 0.94% | 1.36% | Q2 2013 | Q1 2016 | 4 |
Foundry Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2016 | 4 |
FIDUCIARY MANAGEMENT INC /WI/ | 4 | 4 | 0.20% | 0.27% | 0.30% | Q1 2019 | Q4 2019 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Price Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q2 2018 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.19% | 0.37% | Q2 2013 | Q1 2014 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Edgestream Partners, L.P. | 2 | 1 | 0.04% | 0.17% | 0.42% | Q3 2021 | Q4 2022 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.07% | 0.18% | 0.36% | Q1 2022 | Q3 2023 | 4 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q4 2017 | 4 |
TURNER INVESTMENTS LLC | 3 | 1 | 0.08% | 0.17% | 0.23% | Q4 2013 | Q3 2016 | 4 |
XTX Topco Ltd | 3 | 1 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
OSSIAM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Diametric Capital, LP | 3 | 1 | 0.11% | 0.25% | 0.54% | Q3 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cerebellum GP, LLC | 4 | 4 | 0.01% | 0.09% | 0.20% | Q4 2018 | Q3 2019 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.28% | 0.35% | 0.48% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.19% | 0.33% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.14% | 0.25% | Q4 2015 | Q3 2018 | 4 |
DC Investments Management, LLC | 3 | 1 | 0.12% | 0.27% | 0.37% | Q1 2018 | Q2 2020 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.14% | 0.19% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Clearstead Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.80% | 0.95% | 1.07% | Q4 2022 | Q3 2023 | 4 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
SPHERA FUNDS MANAGEMENT LTD. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2018 | 4 |
Quantum Private Wealth, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Waldron Private Wealth LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 4 | 4 | 0.86% | 0.91% | 0.99% | Q2 2015 | Q1 2016 | 4 |
Slow Capital, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.63% | 2.22% | 2.58% | Q4 2022 | Q3 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q1 2016 | Q4 2016 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.72% | 1.04% | 1.31% | Q4 2021 | Q3 2022 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.37% | 0.59% | Q2 2022 | Q3 2023 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2016 | 4 |
MU Investments Co., Ltd. | 4 | 4 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q1 2014 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 4 |
Monte Financial Group, LLC | 4 | 4 | 1.51% | 2.59% | 3.08% | Q4 2022 | Q3 2023 | 4 |
Tiger Eye Capital LLC | 2 | 2 | 1.00% | 1.86% | 2.32% | Q1 2014 | Q1 2015 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.31% | 1.22% | 2.85% | Q3 2013 | Q4 2018 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q2 2017 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.36% | 0.70% | 0.93% | Q4 2013 | Q1 2017 | 4 |
Birch Capital Management, LLC | 4 | 4 | 0.27% | 0.59% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.05% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 2 | 1 | 2.40% | 2.52% | 2.59% | Q3 2022 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Heartwood Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2015 | Q1 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.25% | 0.26% | 0.27% | Q4 2017 | Q4 2018 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.12% | 0.23% | Q1 2016 | Q1 2021 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Winfield Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 3 |
Palogic Value Management, L.P. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.25% | 0.27% | 0.30% | Q2 2021 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q1 2017 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 3 |
Eventide Asset Management | 3 | 3 | 0.77% | 0.83% | 0.87% | Q3 2016 | Q1 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2015 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
LMR Partners LLP | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q1 2023 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.11% | 0.14% | 0.17% | Q3 2013 | Q3 2014 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q3 2022 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
EAM Investors, LLC | 1 | 1 | 0.21% | 0.28% | 0.39% | Q3 2013 | Q3 2015 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Monarch Partners Asset Management LLC | 3 | 3 | 0.49% | 0.99% | 1.27% | Q1 2017 | Q3 2017 | 3 |
SG Capital Management LLC | 1 | 1 | 0.64% | 0.77% | 0.85% | Q1 2015 | Q2 2020 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 3 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.10% | 0.13% | Q2 2022 | Q1 2023 | 3 |
Community Bank, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.26% | 0.30% | 0.39% | Q1 2022 | Q3 2022 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Norinchukin Bank, The | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PointState Capital LP | 3 | 3 | 1.45% | 2.97% | 4.03% | Q1 2023 | Q3 2023 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.07% | 0.12% | 0.15% | Q4 2016 | Q4 2019 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 1 | 0.01% | 0.11% | 0.27% | Q3 2019 | Q3 2023 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.07% | 0.19% | 0.29% | Q1 2017 | Q1 2018 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2022 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.10% | 0.19% | Q4 2015 | Q4 2017 | 3 |
TDAM USA INC. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q4 2018 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.07% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 0.76% | 0.78% | 0.79% | Q2 2013 | Q4 2013 | 3 |
Versor Investments LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q1 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.10% | 0.39% | 0.79% | Q2 2022 | Q3 2023 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
LUMINUS MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Waratah Capital Advisors Ltd. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
INTRUST BANK NA | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2023 | 3 |
Saturna Capital CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.18% | 0.24% | 0.34% | Q1 2020 | Q3 2020 | 3 |
MARSICO CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.19% | 0.34% | Q1 2023 | Q3 2023 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.27% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Trek Financial, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.28% | 0.40% | 0.48% | Q2 2018 | Q4 2018 | 3 |
BOYAR ASSET MANAGEMENT INC. | 2 | 1 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hamlin Capital Management, LLC | 3 | 3 | 2.25% | 2.96% | 3.64% | Q1 2023 | Q3 2023 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.96% | 0.97% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.01% | 0.12% | 0.22% | Q3 2019 | Q1 2021 | 3 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 3 |
Linden Thomas Advisory Services, LLC | 3 | 3 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Eagle Capital Management, LLC | 3 | 3 | 0.36% | 0.86% | 1.12% | Q4 2013 | Q2 2014 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Covea Finance | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GAM Holding AG | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2019 | Q4 2019 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
1060 Capital, LLC | 2 | 1 | 5.02% | 6.41% | 8.43% | Q1 2017 | Q2 2018 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q1 2015 | Q2 2015 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2017 | Q3 2017 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.27% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 1.44% | 1.49% | 1.53% | Q4 2021 | Q1 2022 | 2 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2013 | Q4 2013 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.14% | 0.25% | Q1 2015 | Q3 2015 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.23% | 0.27% | 0.31% | Q3 2022 | Q4 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2013 | Q3 2013 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.30% | 0.46% | 0.62% | Q4 2013 | Q1 2014 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Achmea Investment Management B.V. | 2 | 2 | 0.08% | 0.22% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Skye Global Management LP | 1 | 1 | 0.06% | 0.29% | 0.52% | Q4 2017 | Q3 2018 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q1 2014 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Meiji Yasuda Asset Management Co Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
MQS Management LLC | 1 | 1 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2022 | 2 |
Capital Research Global Investors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
OSTRUM ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.09% | 0.20% | 0.32% | Q3 2014 | Q4 2014 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 1.14% | 1.23% | 1.33% | Q1 2019 | Q2 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q3 2019 | Q4 2019 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.08% | 0.45% | 0.82% | Q2 2016 | Q3 2020 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2014 | Q2 2014 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Impala Asset Management LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Amici Capital, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q1 2014 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Hatteras Investment Partners, LP | 1 | 1 | 0.36% | 0.41% | 0.46% | Q4 2014 | Q3 2015 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.68% | 0.70% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Korea Investment CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Gulf International Bank (UK) Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q2 2020 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Roundview Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q4 2015 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Gitterman Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Legacy Trust | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Centric Wealth Management | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q3 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Olympiad Research LP | 1 | 1 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q3 2022 | 2 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.38% | 0.74% | 1.10% | Q2 2017 | Q2 2018 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 1.32% | 1.77% | 2.22% | Q4 2018 | Q1 2019 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IFM Investors Pty Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q2 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q2 2017 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.36% | 0.38% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Tredje AP-fonden | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Scoria Capital Partners LP | 2 | 2 | 2.94% | 4.14% | 5.35% | Q2 2015 | Q3 2015 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
SHAKER INVESTMENTS LLC/OH | 2 | 2 | 0.38% | 0.98% | 1.57% | Q2 2023 | Q3 2023 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2014 | Q2 2014 | 2 |
FORSTA AP-FONDEN | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.34% | 0.63% | 0.93% | Q3 2013 | Q4 2013 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PRECISION PATH CAPITAL, LP | 1 | 1 | 2.74% | 3.02% | 3.31% | Q4 2017 | Q3 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.87% | 0.89% | 0.91% | Q2 2023 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellsworth Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
Metis Global Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Symmetry Investments LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Candriam S.C.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Roubaix Capital, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2019 | Q1 2019 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2013 | Q2 2013 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q2 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Ledyard National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Leucadia National | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Monashee Investment Management LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q2 2015 | Q2 2015 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2017 | Q2 2017 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
South Dakota Investment Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ACG Wealth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Andra AP-fonden | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2017 | Q2 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Parameter Capital Management LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Woodline Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2013 | Q4 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TVR Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q3 2017 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2013 | Q3 2013 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Noked Israel Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2021 | Q2 2021 | 1 |
BANK OF HAWAII | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
EA Series Trust | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Copper Rock Capital Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ranger Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2023 | Q1 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2014 | Q2 2014 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2013 | Q4 2013 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q1 2019 | Q1 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
EdgePoint Investment Group Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WATSCO INC or have owned WATSCO INC in the past.