Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 28 | 28 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 81 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 77 |
Cutler Group LLC / CA | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 72 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 67 |
Walleye Trading LLC | 22 | 5 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 66 |
UBS Group AG | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 64 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q2 2023 | 62 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.18% | Q3 2018 | Q3 2023 | 60 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 60 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 59 |
Parallax Volatility Advisers, L.P. | 22 | 2 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q2 2023 | 53 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 51 |
JANE STREET GROUP, LLC | 23 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 51 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.00% | 0.04% | 0.22% | Q1 2017 | Q3 2023 | 50 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 38 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 36 |
D. E. Shaw & Co., Inc. | 11 | 2 | 0.00% | 0.03% | 0.24% | Q4 2016 | Q3 2023 | 33 |
NOMURA HOLDINGS INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 30 |
Moors & Cabot, Inc. | 28 | 28 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q4 2023 | 29 |
Anchor Investment Management, LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2023 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 29 |
M&T BANK CORP | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 28 | 28 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
SEI INVESTMENTS CO | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
KBC Group NV | 28 | 28 | 0.01% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Baldwin Investment Management, LLC | 28 | 28 | 0.04% | 0.10% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Mitsubishi UFJ Trust & Banking Corp | 28 | 28 | 0.02% | 0.40% | 0.91% | Q4 2016 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 28 | 28 | 0.06% | 0.23% | 0.39% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 28 | 28 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
HERITAGE INVESTORS MANAGEMENT CORP | 28 | 28 | 0.45% | 0.94% | 1.17% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.04% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
CIBC Private Wealth Group, LLC | 28 | 28 | 0.02% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NORDEA INVESTMENT MANAGEMENT AB | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BARINGS LLC | 28 | 28 | 0.01% | 0.37% | 1.00% | Q4 2016 | Q3 2023 | 28 |
Tradewinds Capital Management, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
MACQUARIE GROUP LTD | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PANAGORA ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 28 | 28 | 0.09% | 0.14% | 0.16% | Q4 2016 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 28 | 0.00% | 0.05% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
JANUS HENDERSON GROUP PLC | 28 | 28 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ARROW FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 28 | 28 | 0.25% | 0.44% | 0.59% | Q4 2016 | Q3 2023 | 28 |
WESTPAC BANKING CORP | 28 | 28 | 0.01% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 28 |
FMR LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 28 | 28 | 0.02% | 0.17% | 0.32% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 28 | 28 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 28 | 28 | 0.03% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Choate Investment Advisors | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.38% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Sumitomo Mitsui Trust Holdings, Inc. | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
AVIVA PLC | 28 | 28 | 0.05% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
State of New Jersey Common Pension Fund D | 28 | 28 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ENTERPRISE FINANCIAL SERVICES CORP | 28 | 28 | 0.16% | 0.43% | 0.94% | Q4 2016 | Q3 2023 | 28 |
SOL Capital Management CO | 28 | 28 | 0.08% | 0.14% | 0.19% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Cohen Klingenstein LLC | 28 | 28 | 0.27% | 0.44% | 0.57% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.03% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 28 | 28 | 0.04% | 1.84% | 3.99% | Q4 2016 | Q3 2023 | 28 |
Cranbrook Wealth Management, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FRANKLIN RESOURCES INC | 28 | 28 | 0.00% | 0.07% | 0.27% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NORTH STAR ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.14% | 0.29% | Q4 2016 | Q3 2023 | 28 |
ASSETMARK, INC | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
AUXIER ASSET MANAGEMENT | 28 | 28 | 0.07% | 0.11% | 0.14% | Q4 2016 | Q3 2023 | 28 |
LAZARD ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28 | 28 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Mitsubishi UFJ Asset Management Co., Ltd. | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Bartlett & Co. LLC | 16 | 12 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2023 | 28 |
SVB WEALTH LLC | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
APG Asset Management N.V. | 28 | 28 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
YHB Investment Advisors, Inc. | 28 | 28 | 0.20% | 0.40% | 0.97% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MAI Capital Management | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MOGY JOEL R INVESTMENT COUNSEL INC | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 28 | 28 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q3 2023 | 28 |
TRUIST FINANCIAL CORP | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FORVIS Wealth Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
VALLEY NATIONAL ADVISERS INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 28 | 28 | 0.03% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
LOOMIS SAYLES & CO L P | 28 | 28 | 0.47% | 0.89% | 1.30% | Q4 2016 | Q3 2023 | 28 |
EVERETT HARRIS & CO /CA/ | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Wellington Shields Capital Management, LLC | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Kelman-Lazarov, Inc. | 28 | 28 | 0.06% | 0.21% | 0.51% | Q4 2016 | Q3 2023 | 28 |
BROWN ADVISORY INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 28 | 28 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AQR Capital Management | 28 | 28 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
MOODY NATIONAL BANK TRUST DIVISION | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
KING LUTHER CAPITAL MANAGEMENT CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
COMMERCE BANK | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Korea Investment CORP | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 28 | 28 | 0.17% | 0.24% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Cohen Capital Management, Inc. | 28 | 28 | 0.14% | 0.20% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Blume Capital Management, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
OLD SECOND NATIONAL BANK OF AURORA | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 28 | 28 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Hartford Financial Management Inc. | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
1ST SOURCE BANK | 28 | 28 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 28 | 28 | 2.41% | 10.93% | 21.80% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Highlander Capital Management, LLC | 28 | 28 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Fernwood Investment Management, LLC | 28 | 28 | 0.57% | 0.91% | 1.28% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 28 | 28 | 0.01% | 0.14% | 0.58% | Q4 2016 | Q3 2023 | 28 |
SHELL ASSET MANAGEMENT CO | 28 | 28 | 0.05% | 0.18% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Primavera Capital Management Ltd | 28 | 28 | 47.82% | 66.45% | 95.45% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 28 |
MV CAPITAL MANAGEMENT, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
THOMPSON SIEGEL & WALMSLEY LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 16 | 11 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 28 | 28 | 0.00% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SEARLE & CO. | 28 | 28 | 0.66% | 0.92% | 1.34% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 28 | 28 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 28 |
FIDUCIARY TRUST CO | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
VOYA INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MONETARY MANAGEMENT GROUP INC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CIBC Asset Management Inc | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Gradient Investments LLC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 27 | 0.01% | 0.06% | 0.20% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL FINANCIAL INC | 22 | 5 | 0.00% | 0.04% | 0.20% | Q4 2016 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 27 |
CYPRESS ASSET MANAGEMENT INC/TX | 27 | 27 | 0.07% | 0.28% | 0.47% | Q4 2016 | Q2 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
Veritable, L.P. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
HOERTKORN RICHARD CHARLES | 27 | 27 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 27 |
North Star Investment Management Corp. | 27 | 27 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Kistler-Tiffany Companies, LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 27 |
HUNTINGTON NATIONAL BANK | 25 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 21 | 6 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 27 |
CONNORS INVESTOR SERVICES INC | 27 | 27 | 0.06% | 0.12% | 0.20% | Q4 2016 | Q2 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
BOKF, NA | 18 | 9 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Smithfield Trust Co | 15 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 19 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
FIL Ltd | 27 | 27 | 0.06% | 0.25% | 0.60% | Q1 2017 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Lee Financial Co | 14 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Compagnie Lombard Odier SCmA | 27 | 27 | 0.00% | 0.24% | 0.68% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.04% | 0.35% | Q4 2016 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 8 | 0.00% | 0.74% | 3.72% | Q4 2016 | Q3 2023 | 27 |
COMERICA BANK | 25 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
STOCK YARDS BANK & TRUST CO | 21 | 6 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 24 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
WBH ADVISORY INC | 24 | 3 | 0.04% | 0.12% | 1.07% | Q4 2016 | Q3 2023 | 27 |
Squarepoint Ops LLC | 12 | 6 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
TCI Wealth Advisors, Inc. | 26 | 26 | 0.01% | 0.10% | 0.17% | Q4 2016 | Q1 2023 | 26 |
AR ASSET MANAGEMENT INC | 26 | 26 | 0.06% | 0.10% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Sequoia Financial Advisors, LLC | 22 | 4 | 0.01% | 0.05% | 0.29% | Q4 2016 | Q3 2023 | 26 |
Harbor Advisors LLC | 26 | 26 | 0.16% | 0.24% | 0.28% | Q2 2017 | Q3 2023 | 26 |
MEYER HANDELMAN CO | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 26 | 26 | 0.04% | 0.19% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Financial Management Professionals, Inc. | 26 | 26 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2023 | 26 |
Cubist Systematic Strategies, LLC | 15 | 11 | 0.00% | 0.06% | 0.30% | Q4 2016 | Q2 2023 | 26 |
SG Americas Securities, LLC | 18 | 4 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 26 |
Alberta Investment Management Corp | 26 | 26 | 0.09% | 0.17% | 0.31% | Q2 2017 | Q3 2023 | 26 |
Andra AP-fonden | 12 | 6 | 0.14% | 0.28% | 0.94% | Q4 2016 | Q3 2023 | 26 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 4 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 26 |
DIMENSIONAL FUND ADVISORS LP | 20 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 26 |
GUGGENHEIM CAPITAL LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
WESBANCO BANK INC | 16 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
TD Capital Management LLC | 21 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 26 |
New Capital Management LP | 18 | 1 | 0.17% | 0.46% | 1.11% | Q4 2016 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q4 2023 | 26 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 26 |
JACOBS & CO/CA | 26 | 26 | 0.03% | 0.16% | 0.28% | Q4 2016 | Q1 2023 | 26 |
Asset Dedication, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
BURKE & HERBERT BANK & TRUST CO | 25 | 25 | 0.15% | 0.26% | 0.32% | Q2 2017 | Q2 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.06% | 0.19% | Q3 2017 | Q3 2023 | 25 |
FIRST TRUST ADVISORS LP | 25 | 25 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 25 |
NEW ENGLAND ASSET MANAGEMENT INC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 25 |
Chevy Chase Trust Holdings, LLC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Glassman Wealth Services | 23 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
BURNS J W & CO INC/NY | 21 | 4 | 0.04% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 21 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
ARGI Investment Services, LLC | 25 | 25 | 0.06% | 0.12% | 0.17% | Q4 2016 | Q4 2022 | 25 |
BerganKDV Wealth Management, LLC | 25 | 25 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q2 2023 | 25 |
Cetera Advisor Networks LLC | 21 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.01% | 0.02% | 0.20% | Q4 2016 | Q4 2023 | 25 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 25 | 25 | 0.01% | 0.07% | 0.27% | Q3 2017 | Q3 2023 | 25 |
TWO SIGMA INVESTMENTS, LP | 9 | 3 | 0.00% | 0.07% | 0.33% | Q1 2017 | Q3 2023 | 25 |
Cribstone Capital Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 25 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 3 | 0.00% | 0.04% | 0.23% | Q4 2016 | Q3 2023 | 25 |
GAM Holding AG | 19 | 6 | 0.02% | 0.17% | 0.51% | Q4 2016 | Q3 2023 | 25 |
FDx Advisors, Inc. | 21 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 25 |
Rehmann Capital Advisory Group | 15 | 10 | 0.03% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 25 |
GOFEN & GLOSSBERG LLC /IL/ | 25 | 25 | 0.01% | 0.06% | 0.09% | Q4 2016 | Q4 2022 | 25 |
Colonial Trust Advisors | 21 | 4 | 0.00% | 0.38% | 0.56% | Q4 2016 | Q3 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 21 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Regent Investment Management LLC | 25 | 25 | 0.05% | 0.10% | 0.16% | Q4 2016 | Q4 2022 | 25 |
Atria Investments, Inc | 24 | 1 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.03% | 0.81% | 2.53% | Q3 2017 | Q3 2023 | 25 |
NORGES BANK | 25 | 25 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2022 | 25 |
BNP Paribas Asset Management Holding S.A. | 25 | 25 | 0.01% | 0.19% | 0.45% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 24 | 24 | 0.00% | 0.11% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Bragg Financial Advisors, Inc | 19 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
DOWLING & YAHNKE LLC | 24 | 24 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2022 | 24 |
EATON VANCE MANAGEMENT | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2022 | 24 |
PITCAIRN CO | 23 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q1 2023 | 24 |
Motley Fool Wealth Management, LLC | 24 | 24 | 0.36% | 0.49% | 0.64% | Q4 2017 | Q3 2023 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2022 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
PARTHENON LLC | 19 | 5 | 0.03% | 0.05% | 0.05% | Q2 2017 | Q3 2023 | 24 |
CREDIT AGRICOLE S A | 20 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 24 |
GUARDCAP ASSET MANAGEMENT Ltd | 24 | 24 | 4.11% | 5.95% | 7.70% | Q4 2017 | Q3 2023 | 24 |
ALTFEST L J & CO INC | 21 | 3 | 0.04% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
PRUDENTIAL PLC | 13 | 5 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 24 |
Hudock, Inc. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2022 | 24 |
FAYEZ SAROFIM & CO | 19 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Welch Group, LLC | 20 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Cerity Partners LLC | 13 | 11 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 24 |
DAVIS R M INC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 6 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 23 |
Clearstead Advisors, LLC | 16 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 3 | 0.11% | 0.30% | 0.53% | Q4 2016 | Q2 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Holowesko Partners Ltd. | 23 | 23 | 2.66% | 6.21% | 9.22% | Q1 2018 | Q3 2023 | 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Lombard Odier Asset Management (Switzerland) SA | 17 | 1 | 0.10% | 0.77% | 2.17% | Q4 2016 | Q3 2023 | 23 |
Utah Retirement Systems | 23 | 23 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q2 2022 | 23 |
TRUST CO OF VERMONT | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
Motley Fool Asset Management LLC | 20 | 3 | 0.22% | 0.94% | 1.79% | Q4 2017 | Q3 2023 | 23 |
NEW SILK ROAD INVESTMENT PTE LTD | 23 | 23 | 3.29% | 14.88% | 31.26% | Q1 2018 | Q3 2023 | 23 |
TORONTO DOMINION BANK | 17 | 6 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 23 |
VAN ECK ASSOCIATES CORP | 22 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 23 |
TAURUS ASSET MANAGEMENT, LLC | 12 | 5 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q2 2022 | 23 |
BANK OF NOVA SCOTIA | 15 | 3 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 22 | 1 | 0.00% | 0.14% | 0.21% | Q4 2016 | Q3 2022 | 23 |
Global Retirement Partners, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Daiwa Securities Group Inc. | 15 | 2 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 23 |
Sandy Spring Bank | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 23 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
KINGS POINT CAPITAL MANAGEMENT | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q1 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 14 | 8 | 0.00% | 0.10% | 0.31% | Q1 2018 | Q3 2023 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2022 | 22 |
Epoch Investment Partners, Inc. | 22 | 22 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q1 2022 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q1 2022 | 22 |
Bridgewater Associates | 22 | 22 | 0.01% | 0.21% | 0.42% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Tarbox Family Office, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Coronation Fund Managers Ltd. | 16 | 1 | 0.05% | 1.89% | 3.70% | Q4 2016 | Q3 2023 | 22 |
PUTNAM INVESTMENTS LLC | 21 | 1 | 0.00% | 0.05% | 0.18% | Q4 2016 | Q1 2023 | 22 |
Evercore Wealth Management, LLC | 17 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2022 | 22 |
VONTOBEL ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 1.55% | 2.64% | Q2 2018 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q4 2022 | 22 |
Handelsbanken Fonder AB | 22 | 22 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 21 | 1 | 0.12% | 0.18% | 0.26% | Q1 2018 | Q3 2023 | 22 |
FULLER & THALER ASSET MANAGEMENT, INC. | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2022 | 22 |
Coastal Bridge Advisors, LLC | 19 | 3 | 0.06% | 0.08% | 0.13% | Q3 2017 | Q3 2023 | 22 |
AXIOM INVESTORS LLC /DE | 15 | 2 | 0.04% | 0.42% | 1.13% | Q4 2016 | Q3 2023 | 21 |
INVESTMENT HOUSE LLC | 21 | 21 | 0.08% | 0.14% | 0.19% | Q4 2016 | Q4 2021 | 21 |
Aspen Investment Management Inc | 21 | 21 | 0.12% | 0.20% | 0.24% | Q4 2016 | Q4 2021 | 21 |
Krane Funds Advisors LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
MARTINGALE ASSET MANAGEMENT L P | 21 | 21 | 0.01% | 0.25% | 0.60% | Q4 2016 | Q4 2021 | 21 |
FIRST QUADRANT LLC/CA | 21 | 21 | 0.00% | 0.11% | 0.50% | Q4 2016 | Q4 2021 | 21 |
Pflug Koory, LLC | 13 | 8 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2022 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 20 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Capital Investment Advisors, LLC | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 21 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 21 |
IBM Retirement Fund | 20 | 1 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q1 2022 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 21 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2021 | 21 |
MOTCO | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 21 |
Manchester Capital Management LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 21 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 9 | 0.00% | 0.49% | 1.20% | Q4 2016 | Q3 2023 | 21 |
KLINGENSTEIN FIELDS & CO LP | 21 | 21 | 0.31% | 0.45% | 0.56% | Q4 2016 | Q4 2021 | 21 |
1832 Asset Management L.P. | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 18 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 21 |
COUNTRY TRUST BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 21 |
Candriam S.C.A. | 15 | 1 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q4 2022 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 21 |
RIVER GLOBAL INVESTORS LLP | 11 | 10 | 0.02% | 0.26% | 0.59% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Banco Santander, S.A. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
People's United Financial, Inc. | 21 | 21 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q4 2021 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 20 | 0.01% | 0.21% | 0.62% | Q4 2016 | Q3 2021 | 20 |
Sonora Investment Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 20 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2022 | 20 |
PRIVATE TRUST CO NA | 6 | 1 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 20 |
AMP Capital Investors Ltd | 20 | 20 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2021 | 20 |
Holloway Wealth Management, LLC | 13 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
WESTWOOD HOLDINGS GROUP INC | 20 | 20 | 0.01% | 0.07% | 0.37% | Q1 2018 | Q4 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.06% | 0.14% | 0.27% | Q4 2018 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q3 2021 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2021 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 15 | 5 | 0.00% | 0.44% | 0.94% | Q4 2016 | Q3 2022 | 20 |
Oakworth Capital, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 20 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 12 | 8 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.10% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
HOWLAND CAPITAL MANAGEMENT LLC | 19 | 19 | 0.06% | 0.07% | 0.11% | Q1 2017 | Q3 2021 | 19 |
CAPITAL ADVISORS INC/OK | 19 | 19 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
TOTH FINANCIAL ADVISORY CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Tiger Pacific Capital LP | 15 | 4 | 3.31% | 7.06% | 10.25% | Q4 2017 | Q3 2022 | 19 |
GW&K Investment Management, LLC | 19 | 19 | 0.10% | 0.33% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Jacobi Capital Management LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 19 |
ZEKE CAPITAL ADVISORS, LLC | 19 | 19 | 0.07% | 0.36% | 0.81% | Q2 2018 | Q4 2022 | 19 |
Chicago Capital, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Employees Retirement System of Texas | 11 | 1 | 0.00% | 0.12% | 0.22% | Q4 2016 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 19 | 19 | 0.04% | 0.06% | 0.13% | Q4 2016 | Q2 2021 | 19 |
Qtron Investments LLC | 19 | 19 | 0.31% | 0.75% | 1.90% | Q1 2019 | Q3 2023 | 19 |
PERRITT CAPITAL MANAGEMENT INC | 19 | 19 | 0.05% | 0.13% | 0.24% | Q4 2016 | Q2 2021 | 19 |
Perkins Coie Trust Co | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 11 | 3 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2022 | 19 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 2 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q2 2023 | 19 |
Triangle Securities Wealth Management | 12 | 7 | 0.08% | 0.13% | 0.20% | Q4 2016 | Q4 2021 | 19 |
MOODY LYNN & LIEBERSON, LLC | 7 | 6 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 12 | 3 | 0.00% | 0.07% | 0.30% | Q1 2017 | Q3 2023 | 19 |
Wesleyan Assurance Society | 19 | 19 | 0.47% | 0.59% | 0.88% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
NATIXIS | 6 | 1 | 0.00% | 0.11% | 0.43% | Q3 2017 | Q3 2023 | 19 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.05% | 0.08% | 0.21% | Q2 2017 | Q3 2023 | 19 |
World Asset Management Inc | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2021 | 19 |
QS Investors, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2021 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 19 |
MARIETTA INVESTMENT PARTNERS LLC | 19 | 19 | 0.06% | 0.26% | 0.99% | Q1 2019 | Q3 2023 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 19 |
OMERS ADMINISTRATION Corp | 9 | 1 | 0.00% | 0.47% | 1.43% | Q4 2016 | Q3 2023 | 19 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MARATHON ASSET MANAGEMENT LLP | 18 | 18 | 0.06% | 1.32% | 1.85% | Q1 2017 | Q2 2021 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Broad Peak Investment Holdings Ltd. | 8 | 5 | 0.05% | 10.22% | 20.02% | Q4 2017 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 7 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2021 | 18 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 18 |
Vigilant Capital Management, LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 18 |
OAK RIDGE INVESTMENTS LLC | 18 | 18 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.10% | 0.38% | Q4 2016 | Q3 2023 | 18 |
Redpoint Investment Management Pty Ltd | 18 | 18 | 0.02% | 0.07% | 0.11% | Q2 2018 | Q3 2022 | 18 |
BOSTON FAMILY OFFICE LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
DUBUQUE BANK & TRUST CO | 9 | 9 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q1 2022 | 18 |
Kovack Advisors, Inc. | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q3 2021 | 18 |
Cottage Street Advisors LLC | 18 | 18 | 0.00% | 0.66% | 0.98% | Q2 2018 | Q3 2022 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.07% | 0.13% | 0.24% | Q1 2019 | Q2 2023 | 18 |
Circle Wealth Management, LLC | 13 | 5 | 0.05% | 0.07% | 0.11% | Q3 2017 | Q1 2022 | 18 |
STRS OHIO | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 18 |
AE Wealth Management LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Grandeur Peak Global Advisors, LLC | 18 | 18 | 0.86% | 2.19% | 3.61% | Q2 2017 | Q3 2021 | 18 |
Vident Investment Advisory, LLC | 18 | 18 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q2 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.01% | 0.26% | 0.38% | Q2 2019 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 18 |
BBVA USA Bancshares, Inc. | 18 | 18 | 0.12% | 0.19% | 0.24% | Q4 2016 | Q1 2021 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
ALTA CAPITAL MANAGEMENT LLC/ | 17 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
CAPITAL INSIGHT PARTNERS, LLC | 18 | 18 | 0.40% | 0.79% | 1.21% | Q3 2017 | Q4 2021 | 18 |
Cascade Investment Advisors, Inc. | 17 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q1 2023 | 18 |
HighPoint Advisor Group LLC | 12 | 6 | 0.03% | 0.07% | 0.19% | Q1 2017 | Q3 2021 | 18 |
Brown Advisory Securities, LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q2 2021 | 17 |
DnB Asset Management AS | 15 | 2 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q4 2023 | 17 |
Aperio Group, LLC | 17 | 17 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q4 2020 | 17 |
Winslow, Evans & Crocker, Inc. | 17 | 17 | 0.00% | 0.13% | 0.30% | Q4 2016 | Q4 2020 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 17 |
First Bank & Trust | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2020 | 17 |
ANTIPODES PARTNERS Ltd | 17 | 17 | 0.94% | 3.30% | 5.96% | Q1 2019 | Q1 2023 | 17 |
Congress Park Capital LLC | 17 | 17 | 0.13% | 0.55% | 1.36% | Q4 2017 | Q4 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Full Sail Capital, LLC | 8 | 1 | 0.03% | 0.11% | 0.33% | Q4 2018 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 17 |
Renaissance Technologies | 14 | 1 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 17 |
TREMBLANT CAPITAL GROUP | 13 | 1 | 0.07% | 1.65% | 3.41% | Q2 2018 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 17 | 0.03% | 0.06% | 0.17% | Q4 2017 | Q4 2021 | 17 |
Ballentine Partners, LLC | 13 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q4 2021 | 17 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 17 |
Harvest Fund Management Co., Ltd | 13 | 4 | 0.00% | 1.01% | 4.11% | Q4 2017 | Q3 2023 | 17 |
Winch Advisory Services, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q3 2021 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2021 | 17 |
ATWOOD & PALMER INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
Pavion Blue Capital, LLC | 16 | 16 | 1.26% | 2.28% | 3.16% | Q4 2019 | Q3 2023 | 16 |
Avondale Wealth Management | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.07% | 0.43% | Q1 2017 | Q4 2022 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 2 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 16 |
Partnervest Advisory Services LLC | 16 | 16 | 0.12% | 0.16% | 0.21% | Q4 2016 | Q3 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.04% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Somerset Capital Management LLP | 16 | 16 | 9.67% | 18.61% | 33.59% | Q1 2020 | Q4 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GABLES CAPITAL MANAGEMENT INC. | 16 | 16 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q4 2021 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
ROPES WEALTH ADVISORS LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 16 |
Solstein Capital, LLC | 16 | 16 | 0.01% | 1.96% | 27.49% | Q4 2019 | Q3 2023 | 16 |
PLATINUM INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.14% | 1.03% | 2.11% | Q2 2019 | Q1 2023 | 16 |
Capital Analysts, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2021 | 16 |
Vestcor Inc | 16 | 16 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.11% | 0.60% | Q4 2016 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 14 | 2 | 0.01% | 0.04% | 0.12% | Q3 2018 | Q2 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2020 | 16 |
Trexquant Investment LP | 8 | 1 | 0.08% | 0.20% | 0.34% | Q2 2017 | Q3 2023 | 16 |
INDUS CAPITAL PARTNERS, LLC | 12 | 1 | 0.68% | 2.78% | 6.91% | Q4 2016 | Q1 2022 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.06% | 0.19% | Q3 2018 | Q2 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
JARISLOWSKY, FRASER Ltd | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 14 | 1 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q2 2021 | 16 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16 | 16 | 0.04% | 0.08% | 0.16% | Q4 2016 | Q3 2020 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.02% | 0.15% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Stellar Capital Management, LLC | 15 | 15 | 0.16% | 0.20% | 0.22% | Q4 2016 | Q2 2020 | 15 |
SCOTIA CAPITAL INC. | 11 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2021 | 15 |
FINANCIAL COUNSELORS INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
PEOPLES FINANCIAL SERVICES CORP. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
DAVENPORT & Co LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2021 | 15 |
Biltmore Family Office, LLC | 15 | 15 | 0.04% | 0.10% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 15 |
E Fund Management (Hong Kong) Co., Ltd. | 9 | 6 | 1.73% | 7.62% | 15.82% | Q1 2020 | Q4 2023 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 4 | 0.00% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 15 |
Mondrian Investment Partners LTD | 15 | 15 | 0.00% | 1.75% | 4.59% | Q3 2019 | Q1 2023 | 15 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2023 | 15 |
UMB Bank, n.a. | 11 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
FORMULA GROWTH LTD | 9 | 1 | 0.03% | 0.30% | 1.00% | Q4 2016 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AJO, LP | 15 | 15 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q2 2020 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.50% | 1.09% | Q2 2017 | Q3 2023 | 15 |
Financial Architects, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ClearBridge Investments | 15 | 15 | 0.00% | 0.22% | 0.40% | Q4 2016 | Q2 2020 | 15 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 1.79% | 15.32% | Q4 2016 | Q3 2023 | 15 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 15 |
Grace Capital | 15 | 15 | 0.13% | 0.58% | 0.92% | Q2 2018 | Q4 2021 | 15 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.04% | 0.28% | 0.62% | Q4 2016 | Q2 2023 | 15 |
Morningstar Investment Services LLC | 15 | 15 | 0.00% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BP PLC | 9 | 1 | 0.03% | 0.11% | 0.25% | Q4 2016 | Q2 2021 | 14 |
Unigestion Holding SA | 8 | 2 | 0.10% | 0.27% | 0.50% | Q2 2019 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Altium Wealth Management LLC | 12 | 1 | 0.02% | 0.03% | 0.08% | Q1 2018 | Q2 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2020 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 4 | 0.02% | 0.40% | 1.12% | Q2 2019 | Q3 2023 | 14 |
BOSTON RESEARCH & MANAGEMENT INC | 7 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Financial Enhancement Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
Canton Hathaway, LLC | 14 | 14 | 0.17% | 0.28% | 0.39% | Q3 2018 | Q4 2021 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2021 | 14 |
Archer Investment Corp | 14 | 14 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 14 |
QCI ASSET MANAGEMENT INC/NY | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Cutter & CO Brokerage, Inc. | 14 | 14 | 0.13% | 0.18% | 0.21% | Q4 2016 | Q1 2020 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Capital International Investors | 7 | 7 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q4 2021 | 14 |
ExodusPoint Capital Management, LP | 7 | 2 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 14 |
Assenagon Asset Management S.A. | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q2 2020 | 14 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2022 | 14 |
Pinnacle Wealth Planning Services, Inc. | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Palisades Hudson Asset Management, L.P. | 12 | 1 | 0.10% | 0.14% | 0.17% | Q2 2017 | Q4 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BAMCO INC /NY/ | 13 | 1 | 0.00% | 0.15% | 0.25% | Q4 2016 | Q3 2023 | 14 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 8 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 2 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 14 |
LMR Partners LLP | 7 | 2 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.18% | 0.58% | Q4 2016 | Q3 2023 | 14 |
Xact Kapitalforvaltning AB | 14 | 14 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q1 2020 | 14 |
MCF Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.17% | Q3 2020 | Q3 2023 | 13 |
REGENTATLANTIC CAPITAL LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Van Berkom & Associates Inc. | 10 | 3 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 13 |
GIRARD PARTNERS LTD. | 7 | 6 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q4 2021 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 13 |
WHALEROCK POINT PARTNERS, LLC | 6 | 3 | 0.07% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
First Personal Financial Services | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
FRED ALGER MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.29% | Q4 2016 | Q2 2023 | 13 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Relyea Zuckerberg Hanson LLC | 13 | 13 | 0.06% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 13 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.18% | 0.66% | Q3 2018 | Q3 2023 | 13 |
Edmonds Duncan Registered Investment Advisors, LLC | 12 | 1 | 0.08% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 13 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 13 | 0.15% | 0.43% | 0.76% | Q4 2016 | Q4 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SouthState Corp | 7 | 6 | 0.00% | 0.06% | 0.22% | Q4 2016 | Q1 2023 | 13 |
FIRST INTERSTATE BANK | 12 | 1 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q2 2020 | 13 |
NVWM, LLC | 13 | 13 | 0.00% | 0.08% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q2 2018 | 13 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 13 |
Barrett Asset Management, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
American Research & Management Co. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Zurich Insurance Group Ltd/FI | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q1 2022 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Fiduciary Trust Co International of Pennsylvania | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Burt Wealth Advisors | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
DUMAC, INC. | 12 | 1 | 0.22% | 0.82% | 1.65% | Q4 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Platform Technology Partners | 5 | 3 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.28% | 0.33% | 0.37% | Q4 2018 | Q3 2021 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.17% | 0.47% | Q2 2017 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
TIAA, FSB | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 12 |
CFM WEALTH PARTNERS LLC | 12 | 12 | 0.10% | 0.15% | 0.18% | Q4 2019 | Q3 2022 | 12 |
Rathbones Group PLC | 12 | 12 | 0.18% | 0.28% | 0.42% | Q4 2020 | Q3 2023 | 12 |
HoyleCohen, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
State of Alaska, Department of Revenue | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2021 | 12 |
Disciplined Investments, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 12 |
PALLADIUM PARTNERS LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 12 |
WINTON GROUP Ltd | 8 | 1 | 0.00% | 0.15% | 0.38% | Q4 2016 | Q2 2023 | 12 |
Front Row Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 12 |
Rock Creek Group, LP | 9 | 3 | 0.04% | 1.11% | 4.01% | Q3 2018 | Q3 2023 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.43% | 0.88% | Q4 2016 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 7 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 12 |
Zuckerman Investment Group, LLC | 12 | 12 | 0.97% | 1.51% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 5 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q1 2023 | 12 |
SUNTRUST BANKS INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Sterling Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2019 | 12 |
LOUNTZIS ASSET MANAGEMENT, LLC | 12 | 12 | 0.12% | 0.19% | 0.26% | Q2 2020 | Q1 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.57% | 0.79% | 1.02% | Q4 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.05% | 0.15% | Q1 2017 | Q2 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 4 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2020 | 12 |
MACKAY SHIELDS LLC | 12 | 12 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q1 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
JUPITER ASSET MANAGEMENT LTD | 12 | 12 | 0.02% | 0.97% | 1.65% | Q4 2017 | Q3 2020 | 12 |
NorthCoast Asset Management LLC | 12 | 12 | 0.02% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 12 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.46% | 0.55% | 0.62% | Q4 2018 | Q2 2021 | 11 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.14% | 0.56% | Q1 2017 | Q2 2023 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Burgundy Asset Management Ltd. | 11 | 11 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Corient Capital Partners, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 5 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Avalon Investment & Advisory | 11 | 11 | 0.01% | 0.07% | 0.35% | Q1 2020 | Q3 2022 | 11 |
Nan Shan Life Insurance Co., Ltd. | 10 | 1 | 0.02% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2021 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
OLD NATIONAL BANCORP /IN/ | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 11 |
Mandatum Life Insurance Co Ltd | 6 | 5 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q3 2019 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Arlington Partners LLC | 11 | 11 | 0.04% | 0.12% | 0.16% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Selective Wealth Management, Inc. | 7 | 4 | 0.00% | 0.03% | 0.24% | Q3 2019 | Q3 2022 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2019 | 11 |
HRT FINANCIAL LP | 6 | 1 | 0.00% | 0.06% | 0.28% | Q4 2019 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Cornerstone Advisors, Inc. | 11 | 11 | 0.03% | 0.28% | 0.55% | Q4 2016 | Q2 2019 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Henry James International Management Inc. | 11 | 11 | 0.26% | 0.64% | 1.06% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 11 | 0.14% | 0.16% | 0.20% | Q4 2016 | Q2 2019 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
AIA Group Ltd | 7 | 1 | 0.31% | 1.89% | 3.23% | Q2 2017 | Q2 2020 | 11 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q2 2023 | 11 |
Vontobel Holding Ltd. | 8 | 3 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Ironwood Financial, llc | 6 | 5 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.07% | 0.21% | 0.60% | Q4 2017 | Q2 2020 | 11 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 11 | 0.01% | 0.03% | 0.23% | Q4 2016 | Q2 2019 | 11 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.01% | 0.07% | 0.23% | Q4 2016 | Q4 2021 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Liberty Mutual Group Asset Management Inc. | 11 | 11 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q2 2019 | 11 |
Community Financial Services Group, LLC | 11 | 11 | 1.44% | 1.85% | 2.18% | Q2 2019 | Q4 2021 | 11 |
Sawyer & Company, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.53% | 0.84% | 2.01% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Focused Wealth Management, Inc | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Meadow Creek Investment Management LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Douglas Lane & Associates, LLC | 10 | 10 | 0.01% | 0.20% | 0.42% | Q4 2016 | Q1 2019 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.60% | 0.82% | 1.03% | Q2 2019 | Q3 2021 | 10 |
Kiwi Wealth Investments Limited Partnership | 4 | 3 | 0.06% | 0.27% | 0.66% | Q1 2019 | Q2 2023 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q2 2023 | 10 |
Magellan Asset Management Ltd | 7 | 1 | 0.00% | 0.16% | 1.61% | Q4 2016 | Q1 2022 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 10 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA TRUST CO | 6 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 6 | 2 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q2 2023 | 10 |
Field & Main Bank | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Segantii Capital Management Ltd | 5 | 1 | 0.01% | 0.70% | 5.57% | Q3 2020 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q2 2019 | 10 |
Marshall Wace North America L.P. | 4 | 2 | 0.01% | 0.09% | 0.30% | Q1 2017 | Q1 2021 | 10 |
TEACHERS ADVISORS, LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q1 2019 | 10 |
INTRUST BANK NA | 10 | 10 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q2 2019 | 10 |
InterOcean Capital, LLC | 5 | 5 | 0.05% | 0.19% | 0.43% | Q4 2016 | Q2 2019 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Neuburgh Advisers LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2019 | 10 |
Hills Bank & Trust Co | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Waverton Investment Management Ltd | 10 | 10 | 0.23% | 0.75% | 1.38% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 10 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 10 |
Alphinity Investment Management Pty Ltd | 10 | 10 | 3.31% | 3.89% | 5.14% | Q1 2019 | Q2 2021 | 10 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.02% | 0.13% | 0.50% | Q4 2018 | Q4 2021 | 10 |
Fullerton Fund Management Co Ltd. | 8 | 2 | 0.30% | 0.78% | 1.30% | Q3 2018 | Q4 2021 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 10 |
Savant Capital, LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 10 |
Fieldpoint Private Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.03% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 10 |
Tyers Asset Management LLC | 7 | 3 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 10 |
HBK INVESTMENTS L P | 7 | 3 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q2 2019 | 10 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 10 |
DODGE & COX | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RELIANCE TRUST CO OF DELAWARE | 10 | 10 | 0.11% | 0.13% | 0.15% | Q4 2016 | Q1 2019 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q1 2019 | 10 |
BISLETT MANAGEMENT, LLC | 10 | 10 | 0.81% | 1.70% | 2.40% | Q4 2016 | Q1 2019 | 10 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Cito Capital Group, LLC | 8 | 2 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 10 |
TRADITION CAPITAL MANAGEMENT LLC | 10 | 10 | 0.06% | 0.14% | 0.20% | Q4 2016 | Q1 2019 | 10 |
Altavista Wealth Management, Inc. | 10 | 10 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q4 2021 | 10 |
SVA Wealth Management, LLC | 6 | 4 | 0.02% | 0.24% | 0.43% | Q2 2017 | Q4 2019 | 10 |
HighVista Strategies LLC | 4 | 3 | 0.31% | 0.57% | 1.07% | Q2 2017 | Q3 2021 | 10 |
Coastline Trust Co | 5 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 10 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
AMF Tjanstepension AB | 10 | 10 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
Independent Advisor Alliance | 5 | 5 | 0.01% | 0.05% | 0.07% | Q2 2017 | Q4 2019 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.05% | 0.40% | Q1 2018 | Q4 2021 | 10 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 10 |
Balentine LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2022 | 10 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.13% | 0.50% | 0.91% | Q4 2020 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Flinton Capital Management LLC | 7 | 3 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2019 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2019 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
HL FINANCIAL SERVICES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Smith, Salley & Associates | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q2 2022 | 10 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q3 2023 | 10 |
WESPAC Advisors SoCal, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 9 |
Tributary Capital Management, LLC | 9 | 9 | 0.03% | 0.10% | 0.17% | Q4 2017 | Q4 2019 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 9 |
Blue Fin Capital, Inc. | 5 | 4 | 0.10% | 0.12% | 0.15% | Q2 2017 | Q4 2019 | 9 |
EQUITABLE TRUST CO | 8 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2020 | 9 |
Ledyard National Bank | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
ArrowMark Colorado Holdings LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2018 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 9 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q1 2023 | 9 |
Strategic Global Advisors, LLC | 9 | 9 | 0.21% | 0.57% | 1.13% | Q1 2019 | Q1 2021 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.18% | 0.30% | 0.42% | Q4 2019 | Q4 2021 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.18% | 0.32% | Q2 2017 | Q2 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.57% | 0.82% | 1.08% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2023 | 9 |
WASHINGTON TRUST BANK | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 9 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 9 | 9 | 7.20% | 8.98% | 10.54% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
LFA - Lugano Financial Advisors SA | 9 | 9 | 0.08% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
OAKBROOK INVESTMENTS LLC | 6 | 3 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2019 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 2 | 0.12% | 0.25% | 0.39% | Q4 2016 | Q4 2022 | 9 |
TRILOGY GLOBAL ADVISORS LP | 9 | 9 | 2.61% | 6.18% | 8.29% | Q4 2016 | Q4 2018 | 9 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 9 |
SHUFRO ROSE & CO LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 9 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 9 |
RENAISSANCE GROUP LLC | 9 | 9 | 0.41% | 0.54% | 0.66% | Q1 2019 | Q1 2021 | 9 |
Mercer Capital Advisers, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 9 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 9 | 9 | 0.15% | 0.42% | 0.63% | Q3 2019 | Q3 2021 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
FCF Advisors LLC | 9 | 9 | 0.78% | 1.21% | 1.76% | Q1 2019 | Q1 2021 | 9 |
Chiron Investment Management, LLC | 4 | 1 | 0.03% | 1.24% | 2.94% | Q1 2019 | Q2 2023 | 9 |
Gs Investments, Inc. | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 9 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.17% | 0.56% | Q1 2017 | Q4 2019 | 8 |
Heritage Trust Co | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q4 2018 | 8 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 8 | 8 | 0.11% | 0.13% | 0.14% | Q1 2019 | Q4 2020 | 8 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 8 |
WRIGHT INVESTORS SERVICE INC | 5 | 3 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q4 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Southeastern Asset Management | 5 | 3 | 0.66% | 1.91% | 2.72% | Q4 2016 | Q1 2019 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.07% | 0.14% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.06% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 8 |
RAND WEALTH, LLC | 8 | 8 | 0.17% | 0.21% | 0.27% | Q4 2016 | Q3 2018 | 8 |
Value Partners Investments Inc. | 8 | 8 | 0.29% | 0.43% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Sensato Investors LLC | 6 | 1 | 0.06% | 3.19% | 9.25% | Q2 2017 | Q1 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CAPITAL GUARDIAN TRUST CO | 8 | 8 | 0.00% | 0.18% | 0.36% | Q4 2016 | Q3 2018 | 8 |
Pacific Center for Financial Services | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
OSSIAM | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 1 | 0.00% | 0.24% | 0.64% | Q4 2017 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Fiera Capital Corp | 4 | 4 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q2 2021 | 8 |
SPC Financial, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Foster Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.29% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q1 2023 | 8 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Ruggie Capital Group | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.16% | 0.27% | 0.42% | Q4 2016 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.20% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hugh Johnson Advisors LLC | 8 | 8 | 0.08% | 0.10% | 0.16% | Q3 2017 | Q2 2019 | 8 |
CITY HOLDING CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
National Pension Service | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Mount Yale Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN CAPITAL LP | 4 | 2 | 0.01% | 0.13% | 0.26% | Q4 2016 | Q2 2021 | 8 |
GW HENSSLER & ASSOCIATES LTD | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 8 |
FAIRFIELD, BUSH & CO. | 7 | 1 | 0.00% | 0.56% | 0.77% | Q1 2017 | Q2 2023 | 8 |
NICOLET BANKSHARES INC | 5 | 1 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q4 2019 | 8 |
CoreFirst Bank & Trust | 6 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 8 |
Legato Capital Management LLC | 8 | 8 | 0.09% | 0.26% | 0.41% | Q4 2019 | Q3 2021 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.44% | 0.54% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.25% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Crossvault Capital Management LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2018 | Q3 2020 | 8 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 8 | 8 | 0.16% | 0.25% | 0.34% | Q4 2016 | Q3 2018 | 8 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 7 |
Daiwa SB Investments Ltd. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q3 2017 | Q1 2019 | 7 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.03% | 0.10% | 0.26% | Q4 2016 | Q3 2018 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.01% | 0.04% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Veritas Asset Management LLP | 3 | 1 | 0.01% | 0.27% | 0.71% | Q4 2017 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HB Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
USS Investment Management Ltd | 7 | 7 | 0.02% | 0.11% | 0.39% | Q1 2022 | Q3 2023 | 7 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.08% | 0.16% | 0.22% | Q4 2020 | Q2 2022 | 7 |
PARK NATIONAL CORP /OH/ | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2022 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2018 | 7 |
MENTA CAPITAL LLC | 4 | 1 | 0.03% | 0.15% | 0.38% | Q4 2016 | Q2 2019 | 7 |
GREAT LAKES ADVISORS, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 7 |
ASSET ADVISORS CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
IFM Investors Pty Ltd | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Foyston, Gordon, & Payne Inc | 7 | 7 | 0.11% | 0.14% | 0.20% | Q1 2020 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ninety One UK Ltd | 7 | 7 | 0.21% | 0.37% | 0.63% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
NumerixS Investment Technologies Inc | 5 | 2 | 0.06% | 0.22% | 0.60% | Q1 2017 | Q1 2019 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Zions Bancorporation | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 7 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q4 2022 | 7 |
Hexavest Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 7 |
ZWJ INVESTMENT COUNSEL INC | 7 | 7 | 0.14% | 0.21% | 0.36% | Q4 2016 | Q2 2018 | 7 |
Intellectus Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.30% | 0.53% | Q4 2021 | Q2 2023 | 7 |
FARMERS TRUST CO | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q2 2018 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q4 2018 | 7 |
NAVELLIER & ASSOCIATES INC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
OppenheimerFunds, Inc. | 7 | 7 | 0.01% | 0.31% | 0.96% | Q3 2017 | Q1 2019 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 7 |
Graypoint LLC | 7 | 7 | 0.03% | 0.12% | 0.30% | Q1 2020 | Q3 2021 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2018 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.26% | 0.44% | Q3 2018 | Q3 2023 | 7 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.07% | 0.22% | Q4 2016 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Virtus ETF Advisers LLC | 5 | 1 | 0.00% | 0.14% | 0.51% | Q4 2018 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2020 | 7 |
Eudaimonia Partners, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2021 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Perseverance Asset Management International | 7 | 7 | 0.56% | 1.25% | 2.50% | Q2 2021 | Q4 2022 | 7 |
Van Hulzen Asset Management, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.07% | 0.36% | Q2 2021 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Artisan Partners Limited Partnership | 7 | 7 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q2 2018 | 7 |
CLOVERFIELDS CAPITAL GROUP, LP | 7 | 7 | 0.07% | 0.20% | 0.50% | Q1 2022 | Q3 2023 | 7 |
OKABENA INVESTMENT SERVICES INC | 7 | 7 | 0.42% | 1.31% | 2.03% | Q4 2021 | Q2 2023 | 7 |
Destiny Wealth Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2021 | 7 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Eschler Asset Management LLP | 7 | 7 | 0.33% | 1.29% | 4.76% | Q1 2022 | Q3 2023 | 7 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 7 | 0.07% | 0.16% | 0.31% | Q4 2017 | Q2 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q2 2019 | 7 |
First Trust Direct Indexing L.P. | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.18% | 1.55% | 2.82% | Q4 2021 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2022 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Ninety One North America, Inc. | 7 | 7 | 1.09% | 2.47% | 5.62% | Q2 2020 | Q4 2021 | 7 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 2.55% | 5.32% | Q4 2016 | Q1 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.30% | 0.61% | Q3 2020 | Q2 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q4 2022 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.08% | 0.14% | Q1 2017 | Q2 2021 | 6 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.01% | 0.10% | 0.15% | Q1 2017 | Q2 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
CHIRON CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.16% | 0.20% | 0.26% | Q3 2021 | Q4 2022 | 6 |
Center for Financial Planning, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 4 | 2 | 0.12% | 1.83% | 4.92% | Q4 2019 | Q2 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q1 2019 | 6 |
Catamount Wealth Management | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.14% | 0.23% | 0.30% | Q4 2021 | Q1 2023 | 6 |
NN Investment Partners Holdings N.V. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Natixis Investment Managers International | 6 | 6 | 0.02% | 0.14% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
Tesco Pension Investment Ltd | 6 | 6 | 0.70% | 0.78% | 0.91% | Q4 2016 | Q1 2018 | 6 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 6 |
MARSHALL WACE ASIA Ltd | 4 | 1 | 0.03% | 0.42% | 1.17% | Q1 2017 | Q2 2021 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Alpha Paradigm Partners, LLC | 6 | 6 | 0.01% | 0.20% | 0.46% | Q4 2020 | Q1 2022 | 6 |
NINE MASTS CAPITAL Ltd | 3 | 1 | 0.00% | 0.46% | 1.11% | Q2 2019 | Q2 2023 | 6 |
Heritage Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 6 |
TT INTERNATIONAL | 6 | 6 | 0.32% | 2.61% | 7.47% | Q4 2016 | Q1 2018 | 6 |
BigSur Wealth Management LLC | 6 | 6 | 0.14% | 0.15% | 0.17% | Q1 2019 | Q2 2020 | 6 |
Delaney Dennis R | 4 | 1 | 0.30% | 0.40% | 0.49% | Q4 2016 | Q1 2019 | 6 |
Myriad Asset Management Ltd. | 5 | 1 | 0.39% | 0.86% | 2.15% | Q3 2017 | Q2 2019 | 6 |
Gulf International Bank (UK) Ltd | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2018 | 6 |
APPLETON PARTNERS INC/MA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
LA FINANCIERE DE L'ECHIQUIER | 6 | 6 | 2.03% | 3.41% | 5.20% | Q3 2019 | Q4 2020 | 6 |
626 Financial, LLC | 6 | 6 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
AGF INVESTMENTS INC. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.24% | 0.38% | 0.64% | Q2 2017 | Q3 2018 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
D. SCOTT NEAL, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Crossmark Global Holdings, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2018 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 6 | 0.01% | 1.02% | 1.63% | Q2 2017 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
CHOREO, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Farmers & Merchants Trust Co of Long Beach | 6 | 6 | 0.11% | 0.14% | 0.18% | Q4 2018 | Q1 2020 | 6 |
Virtus Investment Advisers, Inc. | 5 | 1 | 0.00% | 1.18% | 2.87% | Q4 2016 | Q3 2023 | 6 |
Banco de Sabadell, S.A | 5 | 1 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q3 2020 | 6 |
BRYN MAWR TRUST Co | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Long Corridor Asset Management Ltd | 5 | 1 | 0.70% | 2.32% | 9.00% | Q3 2021 | Q3 2023 | 6 |
AdvisorShares Investments LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capital International, Inc./CA/ | 6 | 6 | 0.04% | 1.73% | 2.95% | Q4 2016 | Q1 2018 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q1 2021 | 6 |
MAVERICK CAPITAL LTD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 6 |
Newfound Research LLC | 6 | 6 | 0.09% | 0.18% | 0.32% | Q3 2020 | Q4 2021 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 6 |
First Command Bank | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 6 |
Maso Capital Partners Ltd | 6 | 6 | 2.42% | 6.17% | 11.70% | Q3 2018 | Q4 2019 | 6 |
LCM Capital Management Inc | 4 | 1 | 0.18% | 0.21% | 0.23% | Q4 2020 | Q1 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 5 |
ClariVest Asset Management LLC | 3 | 2 | 0.00% | 0.11% | 0.28% | Q2 2019 | Q3 2023 | 5 |
Linscomb & Williams, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.09% | 0.15% | 0.31% | Q4 2017 | Q2 2020 | 5 |
Sustainable Growth Advisers, LP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Capital International Sarl | 5 | 5 | 0.12% | 0.54% | 0.79% | Q4 2016 | Q4 2017 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
WT Asset Management Ltd | 4 | 1 | 1.27% | 3.16% | 5.00% | Q2 2019 | Q4 2022 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.00% | 0.22% | 0.41% | Q3 2021 | Q3 2022 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Meridian Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2021 | 5 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.15% | 0.15% | 0.16% | Q1 2020 | Q1 2021 | 5 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q4 2022 | 5 |
FountainCap Research & Investment (Hong Kong) Co., Ltd. | 5 | 5 | 11.49% | 13.17% | 14.67% | Q4 2019 | Q4 2020 | 5 |
ARGA Investment Management, LP | 4 | 1 | 0.09% | 0.36% | 0.97% | Q1 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
OCEAN ARETE LTD | 4 | 1 | 3.64% | 10.24% | 29.09% | Q2 2020 | Q1 2023 | 5 |
Ashmore Group plc | 4 | 1 | 1.17% | 3.72% | 10.36% | Q3 2017 | Q1 2020 | 5 |
Oxler Private Wealth LLC | 5 | 5 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Liberty Capital Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Arthur Zaske & Associates, LLC | 5 | 5 | 2.04% | 3.35% | 4.47% | Q4 2016 | Q4 2017 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Temasek Holdings (Private) Ltd | 5 | 5 | 0.52% | 0.60% | 0.69% | Q3 2022 | Q3 2023 | 5 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 2 | 0.02% | 0.78% | 2.93% | Q1 2021 | Q3 2022 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 1.52% | 2.33% | 3.11% | Q4 2020 | Q4 2021 | 5 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.17% | 0.50% | Q4 2019 | Q4 2021 | 5 |
US Asset Management LLC | 2 | 1 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q1 2023 | 5 |
CONNING INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Ativo Capital Management LLC | 4 | 1 | 0.12% | 3.58% | 5.14% | Q3 2021 | Q3 2023 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2023 | 5 |
SWS Partners | 3 | 2 | 0.12% | 0.25% | 0.54% | Q2 2019 | Q3 2020 | 5 |
Morse Asset Management, Inc | 5 | 5 | 0.20% | 0.38% | 0.64% | Q1 2017 | Q1 2018 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
South Dakota Investment Council | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.02% | 0.06% | 0.14% | Q2 2021 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
SPINNAKER TRUST | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.14% | 0.36% | Q3 2017 | Q4 2022 | 5 |
SEEYOND | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q1 2021 | 5 |
Great Diamond Partners, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 5 |
Advisory Resource Group | 5 | 5 | 0.07% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.24% | 0.47% | 0.74% | Q4 2020 | Q1 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.24% | 0.44% | Q4 2019 | Q4 2020 | 5 |
Pinkerton Retirement Specialists, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
ST GERMAIN D J CO INC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2023 | 5 |
Sciencast Management LP | 3 | 1 | 0.08% | 0.25% | 0.52% | Q4 2019 | Q2 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Capital Research Global Investors | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
GoalVest Advisory LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 5 |
Argent Trust Co | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Quantamental Technologies LLC | 4 | 1 | 0.03% | 0.31% | 0.91% | Q4 2018 | Q4 2020 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
GLG Partners LP | 5 | 5 | 0.02% | 0.10% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Integrated Investment Consultants, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.16% | 0.38% | Q1 2017 | Q2 2021 | 5 |
Capricorn Fund Managers Ltd | 3 | 1 | 0.12% | 1.48% | 3.11% | Q4 2021 | Q3 2023 | 5 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 5 |
CENTRAL BANK & TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
NJ State Employees Deferred Compensation Plan | 5 | 5 | 0.13% | 0.16% | 0.19% | Q4 2016 | Q4 2017 | 5 |
Grandview Asset Management LLC | 5 | 5 | 0.35% | 0.38% | 0.41% | Q4 2018 | Q4 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Norinchukin Bank, The | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Cordasco Financial Network | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2019 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NEEDELMAN ASSET MANAGEMENT INC | 5 | 5 | 0.83% | 1.01% | 1.16% | Q4 2016 | Q4 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CCLA Investment Management | 5 | 5 | 1.62% | 1.88% | 2.44% | Q4 2020 | Q4 2021 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q2 2018 | 5 |
Covestor Ltd | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Alaska Permanent Fund Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Grove Bank & Trust | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Alkeon Capital Management | 5 | 5 | 0.17% | 0.29% | 0.35% | Q2 2017 | Q2 2018 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.10% | 0.31% | Q1 2018 | Q1 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.39% | 0.45% | 0.48% | Q4 2018 | Q4 2019 | 5 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.20% | 0.34% | Q4 2020 | Q2 2023 | 5 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2017 | 4 |
AHL Partners LLP | 3 | 1 | 0.01% | 0.07% | 0.23% | Q4 2016 | Q4 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q1 2022 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Bellecapital International Ltd. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q2 2021 | 4 |
LBP AM SA | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LORD, ABBETT & CO. LLC | 3 | 1 | 0.02% | 0.07% | 0.18% | Q2 2017 | Q3 2018 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.09% | 0.18% | Q4 2020 | Q3 2021 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
XPONANCE, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 4 |
Notis-McConarty Edward | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 4 |
KADENSA CAPITAL Ltd | 2 | 2 | 0.70% | 11.76% | 26.04% | Q4 2017 | Q4 2020 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.48% | 0.85% | 1.07% | Q4 2022 | Q3 2023 | 4 |
COLUMBUS CIRCLE INVESTORS | 4 | 4 | 0.26% | 0.37% | 0.48% | Q2 2017 | Q1 2018 | 4 |
Kepos Capital LP | 2 | 2 | 0.12% | 0.22% | 0.30% | Q1 2018 | Q1 2019 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Evercore Trust Company, N.A. | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2016 | Q3 2017 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.25% | Q4 2016 | Q1 2022 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q1 2018 | 4 |
Gyon Technologies Capital Management, LP | 4 | 4 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Goelzer Investment Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q2 2018 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q4 2020 | 4 |
MetLife Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
PARAGON FINANCIAL PARTNERS, INC. | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
GLOBEFLEX CAPITAL L P | 4 | 4 | 0.00% | 0.24% | 0.48% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2020 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.31% | 0.32% | 0.35% | Q2 2019 | Q1 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Calamos Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.06% | 0.65% | 1.10% | Q2 2017 | Q2 2020 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Boston Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 4 |
NKCFO LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.16% | 0.26% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.14% | 0.31% | Q2 2020 | Q4 2022 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.12% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ING GROEP NV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Core Alternative Capital | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
FLOSSBACH VON STORCH AG | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Chesley Taft & Associates LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
INTEGRAL DERIVATIVES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q1 2023 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2017 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SANDLER CAPITAL MANAGEMENT | 4 | 4 | 1.08% | 2.09% | 3.50% | Q4 2022 | Q3 2023 | 4 |
Nicholas Investment Partners, LP | 3 | 1 | 0.05% | 0.47% | 1.38% | Q3 2017 | Q4 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.06% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2017 | 4 |
Paragon Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.05% | 0.09% | 0.20% | Q3 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.43% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OSTRUM ASSET MANAGEMENT | 4 | 4 | 0.64% | 0.88% | 1.13% | Q3 2019 | Q2 2020 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 1.37% | 1.46% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Mass Ave Global Inc. | 3 | 1 | 0.04% | 6.06% | 16.09% | Q4 2021 | Q4 2022 | 4 |
KEYWISE CAPITAL MANAGEMENT Ltd | 4 | 4 | 0.12% | 0.42% | 1.10% | Q4 2018 | Q3 2019 | 4 |
Venturi Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYCOMORE ASSET MANAGEMENT | 4 | 4 | 0.42% | 1.50% | 4.39% | Q4 2018 | Q3 2019 | 4 |
MEITAV INVESTMENT HOUSE LTD | 3 | 1 | 0.57% | 0.69% | 0.83% | Q2 2020 | Q2 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Alta Advisers Ltd | 4 | 4 | 0.62% | 1.20% | 1.52% | Q4 2016 | Q3 2017 | 4 |
RAY GERALD L & ASSOCIATES LTD | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q3 2017 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
TRADITION ASSET MANAGEMENT LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q2 2020 | 4 |
XY Capital Ltd | 4 | 4 | 0.31% | 3.18% | 7.35% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Atlantic Union Bankshares Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Coston, McIsaac & Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Folger Hill Asset Management LP | 3 | 3 | 0.11% | 0.26% | 0.42% | Q2 2017 | Q4 2017 | 3 |
Holocene Advisors, LP | 3 | 3 | 0.11% | 0.25% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.33% | 0.38% | 0.49% | Q4 2016 | Q2 2017 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q4 2017 | 3 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 3 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3 | 3 | 0.15% | 0.28% | 0.38% | Q3 2019 | Q1 2020 | 3 |
HORAN CAPITAL MANAGEMENT | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q2 2017 | 3 |
CAPSTONE ASSET MANAGEMENT CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Apriem Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.20% | 0.42% | Q2 2020 | Q4 2021 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
abrdn Investment Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.35% | 0.59% | Q1 2018 | Q3 2018 | 3 |
FIRST NATIONAL BANK OF OMAHA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CERTUITY, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
GUARDIAN CAPITAL ADVISORS LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Longbow Finance SA | 3 | 3 | 0.54% | 0.59% | 0.65% | Q4 2022 | Q2 2023 | 3 |
Global Thematic Partners, LLC | 3 | 3 | 0.44% | 4.90% | 12.92% | Q4 2019 | Q2 2020 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.46% | 0.58% | 0.65% | Q1 2017 | Q3 2017 | 3 |
Glovista Investments LLC | 2 | 1 | 0.15% | 0.36% | 0.69% | Q3 2020 | Q2 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.05% | 0.24% | 0.40% | Q4 2017 | Q3 2022 | 3 |
OAKTREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.29% | 0.49% | 0.64% | Q3 2018 | Q1 2019 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.11% | 0.15% | Q3 2020 | Q2 2023 | 3 |
Junto Capital Management LP | 3 | 3 | 0.61% | 3.16% | 5.02% | Q2 2020 | Q4 2020 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2019 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2021 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.06% | 0.52% | 1.22% | Q1 2022 | Q1 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q3 2017 | 3 |
EMERGING SOVEREIGN GROUP LLC | 2 | 1 | 3.24% | 6.18% | 11.96% | Q1 2017 | Q4 2017 | 3 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.10% | 0.17% | Q2 2018 | Q4 2019 | 3 |
Shone Asset Management LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q4 2020 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.15% | 0.38% | 0.76% | Q2 2018 | Q1 2019 | 3 |
Woodline Partners LP | 3 | 3 | 0.01% | 0.07% | 0.12% | Q1 2023 | Q3 2023 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Genesis Asset Managers, LLP | 3 | 3 | 6.31% | 6.70% | 6.98% | Q2 2018 | Q4 2018 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.18% | 0.38% | 0.50% | Q4 2022 | Q2 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Azimuth Capital Investment Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 3 |
First Western Trust Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
MARSHFIELD ASSOCIATES | 3 | 3 | 0.00% | 0.37% | 1.00% | Q4 2016 | Q2 2017 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.07% | 0.18% | Q1 2017 | Q4 2021 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
River Road Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.20% | 0.28% | 0.43% | Q4 2018 | Q4 2018 | 3 |
New England Professional Planning Group Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 3 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 2 | 1 | 0.00% | 0.20% | 0.40% | Q4 2016 | Q2 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Core Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Assured Investment Management LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 3 |
AGF Investments LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q4 2016 | Q2 2017 | 3 |
DecisionPoint Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.43% | 0.48% | 0.55% | Q2 2019 | Q4 2019 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.05% | 1.62% | 4.11% | Q4 2020 | Q4 2022 | 3 |
APPLIED RESEARCH INVESTMENTS, LLC | 3 | 3 | 0.69% | 0.90% | 1.06% | Q2 2021 | Q4 2021 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 3 | 3 | 2.35% | 2.67% | 3.24% | Q4 2016 | Q2 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q2 2017 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.10% | 0.56% | 1.26% | Q1 2017 | Q2 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
BLOOM TREE PARTNERS, LLC | 3 | 3 | 2.01% | 2.41% | 2.71% | Q1 2017 | Q3 2017 | 3 |
GQG Partners LLC | 2 | 1 | 0.00% | 0.16% | 0.34% | Q4 2017 | Q2 2021 | 3 |
Arden Trust Co | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 3 |
Pettee Investors, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Boit C F David | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Diametric Capital, LP | 3 | 3 | 0.12% | 0.29% | 0.49% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
AIA Investment Management Private Ltd | 1 | 1 | 0.12% | 1.42% | 2.20% | Q1 2018 | Q3 2020 | 3 |
THUNDERBIRD PARTNERS LLP | 3 | 3 | 1.70% | 2.38% | 3.32% | Q3 2022 | Q1 2023 | 3 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Hillhouse Capital Management | 2 | 1 | 0.05% | 0.87% | 1.40% | Q1 2017 | Q1 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.13% | 0.18% | 0.28% | Q4 2020 | Q2 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CHESAPEAKE ASSET MANAGEMENT LLC | 3 | 3 | 1.26% | 1.45% | 1.60% | Q2 2017 | Q4 2017 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 0.23% | 0.50% | Q4 2018 | Q2 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Schubert & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NS Partners Ltd | 1 | 1 | 0.04% | 0.17% | 0.30% | Q4 2016 | Q1 2019 | 2 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.16% | 0.32% | Q2 2017 | Q2 2018 | 2 |
Rossmore Private Capital | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Oak Thistle LLC | 2 | 2 | 0.41% | 0.47% | 0.52% | Q4 2021 | Q1 2022 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 2 | 2 | 10.34% | 18.02% | 25.69% | Q3 2017 | Q4 2017 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 9.85% | 10.15% | 10.46% | Q4 2017 | Q1 2018 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q1 2017 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Corvex Management LP | 2 | 2 | 6.54% | 7.17% | 7.81% | Q4 2016 | Q1 2017 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Diversified Portfolios, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q4 2017 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.12% | 0.23% | Q2 2020 | Q2 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 2 |
Brick & Kyle, Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.17% | 0.26% | 0.36% | Q3 2020 | Q4 2020 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.26% | 0.43% | Q4 2021 | Q4 2022 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 2 |
Pelorus Jack Capital, L.P. | 2 | 2 | 0.28% | 0.67% | 1.06% | Q4 2017 | Q1 2018 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.10% | 0.45% | 0.80% | Q4 2016 | Q1 2017 | 2 |
Achmea Investment Management B.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q3 2018 | Q4 2018 | 2 |
Scott & Selber, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.71% | 0.72% | 0.73% | Q4 2016 | Q1 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.27% | 0.29% | 0.31% | Q3 2017 | Q4 2019 | 2 |
Greenwoods Asset Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
BRILLIANCE ASSET MANAGEMENT LTD | 2 | 2 | 0.53% | 0.71% | 0.90% | Q3 2019 | Q4 2019 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q1 2019 | 2 |
MARKSTON INTERNATIONAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.08% | 0.26% | 0.44% | Q3 2018 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 0.84% | 1.29% | 1.73% | Q3 2022 | Q4 2022 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.08% | 0.15% | Q2 2020 | Q4 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Polen Capital Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2021 | Q3 2021 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.93% | 1.11% | 1.28% | Q2 2017 | Q3 2017 | 2 |
SPRINGS CAPITAL (HONG KONG) Ltd | 2 | 2 | 7.77% | 8.34% | 8.92% | Q2 2022 | Q3 2022 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 2 | 0.37% | 0.55% | 0.74% | Q4 2022 | Q1 2023 | 2 |
Maven Securities LTD | 2 | 2 | 0.02% | 0.38% | 0.74% | Q2 2020 | Q3 2020 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Duquesne Family Office | 2 | 2 | 1.09% | 1.17% | 1.26% | Q2 2017 | Q3 2017 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.29% | 0.35% | 0.40% | Q4 2016 | Q1 2017 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ariose Capital Management Ltd | 2 | 2 | 24.80% | 25.50% | 26.20% | Q2 2019 | Q3 2019 | 2 |
STEWART WEST INDIES TRADING CO., LTD | 2 | 2 | 2.13% | 2.14% | 2.15% | Q4 2016 | Q1 2017 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2017 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2019 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 5.31% | 7.88% | 10.45% | Q4 2022 | Q1 2023 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q1 2021 | 2 |
WISCONSIN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.36% | 0.57% | 0.78% | Q2 2022 | Q3 2022 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.26% | 0.44% | Q2 2017 | Q4 2020 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q4 2016 | Q1 2017 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2019 | Q3 2019 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 2 |
Leap Investments LP | 1 | 1 | 0.15% | 0.31% | 0.48% | Q2 2019 | Q2 2020 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Symmetry Investments LP | 1 | 1 | 0.44% | 0.74% | 1.05% | Q2 2022 | Q4 2022 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q2 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 14.62% | 14.68% | 14.74% | Q3 2020 | Q4 2020 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.12% | 0.21% | Q2 2018 | Q4 2020 | 2 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.11% | 0.22% | Q3 2017 | Q3 2022 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 1.20% | 1.33% | 1.45% | Q1 2022 | Q2 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2023 | Q4 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.28% | 0.29% | 0.30% | Q3 2019 | Q4 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.16% | 0.49% | 0.82% | Q4 2016 | Q1 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q4 2020 | 2 |
OFI INVEST ASSET MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
CIBC BANK USA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
PGGM Investments | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 2 |
NIPPON LIFE INSURANCE CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Centric Wealth Management | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2020 | Q1 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Shellback Capital, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Safir Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tairen Capital Ltd | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2017 | Q1 2017 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Round Rock Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 4.48% | 4.48% | 4.48% | Q3 2022 | Q3 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Soroban Capital Partners LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 6.22% | 6.22% | 6.22% | Q2 2022 | Q2 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2020 | Q1 2020 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Evolution Capital Management LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2022 | Q3 2022 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quaero Capital S.A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2018 | Q1 2018 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NORWOOD FINANCIAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BlackRock Group LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEACON TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
FORT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SUMMITVIEW INVESTMENT MANAGEMENT | 1 | 1 | 27.90% | 27.90% | 27.90% | Q1 2017 | Q1 2017 | 1 |
Shay Capital LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FAGAN ASSOCIATES, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2016 | Q4 2016 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fiduciary Alliance LLC | 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 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Arbiter Partners Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Adalta Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Maryland Capital Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2016 | Q4 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Top Ace Asset Management Ltd | 1 | 1 | 8.82% | 8.82% | 8.82% | Q3 2023 | Q3 2023 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2023 | Q1 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2018 | Q3 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2017 | Q2 2017 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Plancorp, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Airain ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Infini Master Fund | 1 | 1 | 4.79% | 4.79% | 4.79% | Q1 2022 | Q1 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Bleichroeder LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2017 | Q2 2017 | 1 |
Pacific Grove Capital LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2018 | Q3 2018 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Knuff & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Infusive Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HERNDON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Paulson & Co. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Noked Israel Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Summit Global Investments | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Noked Capital LTD | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2017 | Q1 2017 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Infini Capital Management Ltd | 1 | 1 | 4.79% | 4.79% | 4.79% | Q1 2022 | Q1 2022 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q4 2016 | 1 |
WIM Asset Management (HK) Ltd | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2018 | Q4 2018 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
American Beacon Advisors, Inc. | 1 | 1 | 16.13% | 16.13% | 16.13% | Q2 2020 | Q2 2020 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
Green Court Capital Management Ltd | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2019 | Q3 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Tsai Capital Corp | 1 | 1 | 4.27% | 4.27% | 4.27% | Q4 2020 | Q4 2020 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 12.06% | 12.06% | 12.06% | Q1 2023 | Q1 2023 | 1 |
IRON Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
FT Options LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2020 | Q3 2020 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
NF Trinity Capital (Hong Kong) Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2018 | Q1 2018 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2017 | Q3 2017 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2016 | Q4 2016 | 1 |
BFAM Partners (Cayman) Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 3.31% | 3.31% | 3.31% | Q1 2021 | Q1 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2016 | Q4 2016 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2016 | Q4 2016 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Iowa State Bank | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
IMS Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
L & S Advisors Inc | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
American Money Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2016 | Q4 2016 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Alpha Wave Global, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
FORBES J M & CO LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALTRINSIC GLOBAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2022 | Q2 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own YUM CHINA HLDGS INC or have owned YUM CHINA HLDGS INC in the past.