Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 40 | 40 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 85 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 85 |
Walleye Trading LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 70 |
GOLDMAN SACHS GROUP INC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 58 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 55 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 55 |
D. E. Shaw & Co., Inc. | 40 | 40 | 0.00% | 0.05% | 0.22% | Q4 2013 | Q3 2023 | 52 |
TWO SIGMA INVESTMENTS, LP | 25 | 12 | 0.00% | 0.07% | 0.23% | Q4 2013 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 42 |
Swiss National Bank | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
GATEWAY INVESTMENT ADVISERS LLC | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 40 | 40 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
JANUS HENDERSON GROUP PLC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 40 | 40 | 0.01% | 0.16% | 0.51% | Q4 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 24 | 14 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.07% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Asset Management Co., Ltd. | 40 | 40 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 40 | 40 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 40 | 40 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO OF NEVADA INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Retirement Systems of Alabama | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Financial Management Professionals, Inc. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 40 | 40 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
BESSEMER GROUP INC | 40 | 40 | 0.00% | 0.18% | 0.69% | Q4 2013 | Q3 2023 | 40 |
COMMERCE BANK | 40 | 40 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
SECURIAN ASSET MANAGEMENT, INC | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
VANGUARD GROUP INC | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
HARTFORD INVESTMENT MANAGEMENT CO | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
NISA INVESTMENT ADVISORS, LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
CENTRAL TRUST Co | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Utah Retirement Systems | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Bragg Financial Advisors, Inc | 40 | 40 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
EAGLE GLOBAL ADVISORS LLC | 40 | 40 | 0.02% | 0.27% | 0.63% | Q4 2013 | Q3 2023 | 40 |
TD ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 40 | 40 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Greenwich Wealth Management LLC | 40 | 40 | 0.14% | 0.37% | 0.77% | Q4 2013 | Q3 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 40 | 40 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
PRUDENTIAL FINANCIAL INC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
WEATHERLY ASSET MANAGEMENT L. P. | 40 | 40 | 0.06% | 0.17% | 0.27% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Fruth Investment Management | 40 | 40 | 0.20% | 0.27% | 0.37% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BlackRock Inc. | 40 | 40 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
BOSTON FAMILY OFFICE LLC | 40 | 40 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
MEYER HANDELMAN CO | 40 | 40 | 0.32% | 0.41% | 0.54% | Q4 2013 | Q3 2023 | 40 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 40 | 40 | 0.84% | 1.15% | 1.52% | Q4 2013 | Q3 2023 | 40 |
GABELLI FUNDS LLC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
AVIVA PLC | 40 | 40 | 0.00% | 0.13% | 0.53% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
PRINCIPAL FINANCIAL GROUP INC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
RHUMBLINE ADVISERS | 40 | 40 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
TEXAS PERMANENT SCHOOL FUND CORP | 40 | 40 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
CIBC Asset Management Inc | 37 | 2 | 0.00% | 0.03% | 0.19% | Q4 2013 | Q3 2023 | 39 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 25 | 14 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 39 | 39 | 0.01% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 39 |
BROWN BROTHERS HARRIMAN & CO | 39 | 39 | 0.00% | 0.60% | 2.89% | Q1 2014 | Q3 2023 | 39 |
DUNCKER STREETT & CO INC | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
Chevy Chase Trust Holdings, LLC | 39 | 39 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 34 | 5 | 0.01% | 0.06% | 0.21% | Q4 2013 | Q3 2023 | 39 |
FEDERATED HERMES, INC. | 24 | 15 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
WESBANCO BANK INC | 28 | 11 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
Kentucky Retirement Systems | 37 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 39 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 15 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
LOOMIS SAYLES & CO L P | 35 | 3 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 38 |
Arizona State Retirement System | 33 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 31 | 7 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 38 |
TCI Wealth Advisors, Inc. | 38 | 38 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 38 |
Veritable, L.P. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 38 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 38 | 38 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q1 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
PARK NATIONAL CORP /OH/ | 35 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2023 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.04% | 0.13% | 0.18% | Q2 2014 | Q3 2023 | 38 |
MEEDER ASSET MANAGEMENT INC | 19 | 7 | 0.00% | 0.06% | 0.28% | Q1 2014 | Q3 2023 | 37 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
DELTA ASSET MANAGEMENT LLC/TN | 33 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
OPPENHEIMER & CO INC | 19 | 18 | 0.01% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 37 |
NORGES BANK | 37 | 37 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2022 | 37 |
REGIONS FINANCIAL CORP | 27 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 29 | 8 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 37 |
AQR Capital Management | 36 | 1 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 37 |
Cubist Systematic Strategies, LLC | 18 | 6 | 0.00% | 0.06% | 0.23% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 3 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 7 | 0.00% | 0.14% | 0.74% | Q4 2013 | Q3 2023 | 36 |
LPL Financial LLC | 26 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 33 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 36 |
Endurance Wealth Management, Inc. | 33 | 3 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q2 2023 | 36 |
Korea Investment CORP | 35 | 1 | 0.01% | 0.09% | 0.17% | Q4 2013 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
Norinchukin Bank, The | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 18 | 3 | 0.00% | 0.11% | 0.35% | Q4 2013 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 36 | 36 | 0.01% | 0.02% | 0.16% | Q4 2014 | Q3 2023 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 1 | 0.02% | 0.03% | 0.13% | Q2 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 29 | 7 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 36 |
River Wealth Advisors LLC | 35 | 35 | 0.21% | 0.62% | 1.20% | Q1 2015 | Q3 2023 | 35 |
MURPHY CAPITAL MANAGEMENT INC | 35 | 35 | 0.06% | 0.11% | 0.15% | Q4 2013 | Q2 2022 | 35 |
BNP Paribas Asset Management Holding S.A. | 35 | 35 | 0.01% | 0.08% | 0.33% | Q1 2015 | Q3 2023 | 35 |
AMERICAN CENTURY COMPANIES INC | 31 | 4 | 0.00% | 0.05% | 0.18% | Q4 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.03% | 0.06% | 0.20% | Q1 2015 | Q3 2023 | 35 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 30 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 35 |
STIFEL FINANCIAL CORP | 34 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
FRED ALGER MANAGEMENT, LLC | 35 | 35 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
DekaBank Deutsche Girozentrale | 26 | 1 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 34 |
Renaissance Technologies | 18 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2022 | 34 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 8 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 34 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 34 | 34 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2022 | 34 |
NS Partners Ltd | 34 | 34 | 0.44% | 0.69% | 1.16% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 33 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 3 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 17 | 3 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 33 |
FIRST QUADRANT LLC/CA | 33 | 33 | 0.00% | 0.01% | 0.11% | Q4 2013 | Q4 2021 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Manchester Capital Management LLC | 25 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 33 |
TWO SIGMA ADVISERS, LP | 18 | 1 | 0.00% | 0.13% | 0.31% | Q4 2013 | Q3 2023 | 33 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.06% | 0.11% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Robeco Institutional Asset Management B.V. | 24 | 3 | 0.00% | 0.22% | 0.50% | Q4 2013 | Q3 2023 | 32 |
Intermede Investment Partners Ltd | 32 | 32 | 2.43% | 3.74% | 5.12% | Q4 2015 | Q3 2023 | 32 |
AMALGAMATED BANK | 15 | 7 | 0.03% | 0.06% | 0.09% | Q2 2014 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 30 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 32 |
WILEN INVESTMENT MANAGEMENT CORP. | 32 | 32 | 0.26% | 0.37% | 0.68% | Q4 2014 | Q3 2022 | 32 |
SECURITY NATIONAL TRUST CO | 32 | 32 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2021 | 32 |
Calamos Advisors LLC | 31 | 31 | 0.02% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Vigilant Capital Management, LLC | 31 | 31 | 0.96% | 1.69% | 2.36% | Q4 2015 | Q2 2023 | 31 |
Nuveen Asset Management, LLC | 19 | 2 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 31 |
Cowen Prime Services LLC | 31 | 31 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2021 | 31 |
COMERICA BANK | 15 | 3 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 31 |
Birch Hill Investment Advisors LLC | 30 | 1 | 0.02% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 31 |
ENTERPRISE FINANCIAL SERVICES CORP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 31 |
KBC Group NV | 28 | 3 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 31 |
Employees Retirement System of Texas | 28 | 3 | 0.01% | 0.09% | 0.14% | Q4 2013 | Q3 2021 | 31 |
PEOPLES FINANCIAL SERVICES CORP. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 31 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 31 | 31 | 0.00% | 0.20% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Echo Street Capital Management LLC | 19 | 1 | 0.01% | 0.61% | 1.70% | Q3 2014 | Q3 2023 | 30 |
World Asset Management Inc | 26 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2021 | 30 |
Plante Moran Financial Advisors, LLC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 29 |
MASON STREET ADVISORS, LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2020 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q4 2020 | 29 |
Handelsbanken Fonder AB | 29 | 29 | 0.07% | 0.71% | 1.89% | Q3 2016 | Q3 2023 | 29 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 13 | 6 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
Community Bank, N.A. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Geneos Wealth Management Inc. | 27 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Aperio Group, LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2020 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Ako Capital | 28 | 28 | 1.49% | 4.04% | 6.07% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 26 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 28 | 28 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.02% | 0.03% | 0.29% | Q4 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 1 | 0.01% | 0.17% | 0.39% | Q4 2013 | Q2 2023 | 28 |
PEAK6 Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 28 |
LORD, ABBETT & CO. LLC | 25 | 3 | 0.02% | 0.12% | 0.30% | Q2 2016 | Q3 2023 | 28 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
GUYASUTA INVESTMENT ADVISORS INC | 27 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 28 |
BARINGS LLC | 28 | 28 | 0.01% | 0.09% | 0.22% | Q4 2013 | Q3 2020 | 28 |
1832 Asset Management L.P. | 20 | 7 | 0.00% | 0.07% | 0.20% | Q1 2014 | Q3 2021 | 27 |
CIBC WORLD MARKETS CORP | 23 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Handelsinvest Investeringsforvaltning | 27 | 27 | 0.94% | 2.37% | 4.30% | Q1 2016 | Q3 2022 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 1 | 0.03% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 27 |
Engineers Gate Manager LP | 16 | 3 | 0.02% | 0.11% | 0.35% | Q2 2015 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
FIL Ltd | 17 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 27 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 27 |
BOKF, NA | 18 | 9 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Texas Yale Capital Corp. | 26 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2022 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
SALEM INVESTMENT COUNSELORS INC | 17 | 2 | 0.00% | 0.00% | 0.05% | Q4 2013 | Q2 2023 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 23 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 26 |
QS Investors, LLC | 25 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q2 2021 | 26 |
BANK OF NOVA SCOTIA | 23 | 3 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 26 |
CSS LLC/IL | 26 | 26 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2020 | 26 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.19% | 0.53% | Q1 2014 | Q3 2023 | 26 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.24% | 0.78% | Q1 2014 | Q1 2023 | 26 |
Baird Financial Group, Inc. | 14 | 12 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
GLENMEDE TRUST CO NA | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 25 |
WESTPAC BANKING CORP | 15 | 1 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q1 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.03% | 0.05% | 0.15% | Q4 2013 | Q4 2019 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.14% | 0.55% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 25 |
Kentucky Retirement Systems Insurance Trust Fund | 18 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 25 |
Diligent Investors, LLC | 25 | 25 | 0.06% | 0.17% | 0.38% | Q2 2017 | Q2 2023 | 25 |
AMICA MUTUAL INSURANCE CO | 25 | 25 | 0.03% | 0.06% | 0.16% | Q4 2013 | Q4 2019 | 25 |
BOYS ARNOLD & CO INC | 16 | 9 | 0.04% | 0.05% | 0.09% | Q4 2013 | Q1 2020 | 25 |
Mn Services Vermogensbeheer B.V. | 15 | 10 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 25 |
State of Alaska, Department of Revenue | 25 | 25 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.02% | 0.27% | 0.83% | Q3 2017 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 9 | 1 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 25 |
AUXIER ASSET MANAGEMENT | 24 | 24 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2023 | 24 |
PGGM Investments | 18 | 1 | 0.03% | 0.07% | 0.13% | Q4 2013 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 19 | 5 | 0.01% | 0.04% | 0.16% | Q4 2013 | Q4 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2019 | 24 |
AMP Capital Investors Ltd | 23 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2021 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 24 |
SYNOVUS FINANCIAL CORP | 14 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Andra AP-fonden | 12 | 6 | 0.02% | 0.17% | 0.47% | Q2 2017 | Q3 2023 | 24 |
APG Asset Management N.V. | 18 | 1 | 0.00% | 0.62% | 1.28% | Q4 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 10 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 23 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 9 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q1 2021 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 23 |
MAI Capital Management | 17 | 6 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 16 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 23 |
Cito Capital Group, LLC | 23 | 23 | 0.47% | 0.75% | 1.01% | Q1 2018 | Q3 2023 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15 | 2 | 0.00% | 0.19% | 0.75% | Q4 2013 | Q1 2023 | 23 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q1 2019 | 22 |
Cipher Capital LP | 5 | 1 | 0.04% | 0.20% | 0.45% | Q2 2014 | Q2 2023 | 22 |
Atria Investments, Inc | 12 | 4 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 22 |
Man Group plc | 21 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.01% | 0.06% | 0.19% | Q1 2014 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 22 |
OppenheimerFunds, Inc. | 22 | 22 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q1 2019 | 22 |
Douglass Winthrop Advisors, LLC | 22 | 22 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 22 |
TRADITION CAPITAL MANAGEMENT LLC | 22 | 22 | 0.10% | 0.20% | 0.34% | Q4 2013 | Q1 2019 | 22 |
Quantbot Technologies LP | 14 | 1 | 0.01% | 0.13% | 0.49% | Q2 2014 | Q2 2023 | 22 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 22 | 22 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q2 2021 | 22 |
WILLIAMS JONES & ASSOCIATES LLC | 22 | 22 | 0.02% | 1.41% | 2.27% | Q1 2014 | Q2 2019 | 22 |
AXA S.A. | 21 | 1 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q1 2019 | 22 |
Point72 Asset Management, L.P. | 9 | 2 | 0.00% | 0.13% | 0.47% | Q4 2014 | Q1 2023 | 22 |
Ancora Advisors LLC | 15 | 1 | 0.00% | 0.33% | 0.60% | Q4 2013 | Q3 2023 | 22 |
GREAT LAKES ADVISORS, LLC | 20 | 2 | 0.00% | 0.23% | 0.50% | Q2 2017 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
FORT, L.P. | 21 | 21 | 0.03% | 0.46% | 0.74% | Q2 2018 | Q2 2023 | 21 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 21 | 21 | 0.09% | 0.21% | 0.38% | Q3 2018 | Q3 2023 | 21 |
Glassman Wealth Services | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 21 |
Vident Investment Advisory, LLC | 18 | 1 | 0.00% | 0.08% | 0.30% | Q2 2015 | Q2 2023 | 21 |
FDx Advisors, Inc. | 18 | 1 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2023 | 21 |
Schonfeld Strategic Advisors LLC | 6 | 2 | 0.00% | 0.10% | 0.28% | Q1 2016 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 16 | 1 | 0.00% | 0.16% | 0.58% | Q4 2013 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
AMICA PENSION FUND BOARD OF TRUSTEES | 21 | 21 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2018 | 21 |
CIGNA INVESTMENTS INC /NEW | 21 | 21 | 0.02% | 0.04% | 0.12% | Q4 2016 | Q4 2021 | 21 |
Mawer Investment Management Ltd. | 21 | 21 | 0.06% | 0.27% | 0.47% | Q3 2018 | Q3 2023 | 21 |
Notis-McConarty Edward | 20 | 1 | 0.08% | 0.12% | 0.15% | Q1 2017 | Q2 2023 | 21 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 21 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.01% | 0.04% | 0.34% | Q2 2018 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 13 | 2 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q2 2023 | 20 |
AdvisorNet Financial, Inc | 17 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
IBM Retirement Fund | 13 | 7 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2021 | 20 |
Liberty Mutual Group Asset Management Inc. | 20 | 20 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q3 2018 | 20 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q3 2023 | 20 |
TORONTO DOMINION BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 13 | 7 | 0.08% | 0.17% | 0.22% | Q3 2018 | Q3 2023 | 20 |
ADVISOR PARTNERS LLC | 16 | 4 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q2 2022 | 20 |
Ativo Capital Management LLC | 16 | 4 | 0.35% | 0.55% | 0.70% | Q4 2016 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2020 | 20 |
CARLSON CAPITAL L P | 9 | 1 | 0.09% | 0.33% | 0.79% | Q4 2013 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 17 | 3 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 20 |
RAND WEALTH, LLC | 20 | 20 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2018 | 20 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q4 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.03% | 0.09% | 0.74% | Q3 2018 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2020 | 19 |
OPTIMUM INVESTMENT ADVISORS | 13 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2021 | 19 |
Cambridge Investment Research Advisors, Inc. | 16 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.05% | 0.32% | Q4 2015 | Q4 2023 | 19 |
BREWIN DOLPHIN LTD | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
FMA ADVISORY INC | 13 | 1 | 0.10% | 0.16% | 0.29% | Q4 2013 | Q1 2020 | 19 |
PIN OAK INVESTMENT ADVISORS INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q2 2022 | 19 |
BROWN ADVISORY INC | 12 | 7 | 0.00% | 0.09% | 0.26% | Q3 2017 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.05% | 0.20% | Q1 2017 | Q3 2023 | 19 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 4 | 0.00% | 0.09% | 0.56% | Q4 2016 | Q3 2023 | 18 |
Tesco Pension Investment Ltd | 18 | 18 | 0.53% | 1.89% | 3.05% | Q1 2018 | Q2 2022 | 18 |
BLAIR WILLIAM & CO/IL | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 10 | 8 | 0.30% | 0.39% | 0.52% | Q1 2019 | Q3 2023 | 18 |
Yorktown Management & Research Co Inc | 18 | 18 | 0.05% | 0.07% | 0.10% | Q1 2014 | Q2 2018 | 18 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
Pflug Koory, LLC | 18 | 18 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q1 2021 | 18 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q1 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
James Hambro & Partners | 9 | 1 | 0.07% | 2.49% | 6.63% | Q4 2017 | Q4 2022 | 18 |
SUNTRUST BANKS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 18 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.40% | Q1 2014 | Q1 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 18 | 18 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2018 | 18 |
Advisors Asset Management, Inc. | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 18 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.03% | 0.14% | 0.38% | Q4 2013 | Q2 2023 | 18 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.09% | 0.21% | Q4 2014 | Q2 2023 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2020 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.27% | 0.66% | 1.91% | Q3 2019 | Q3 2023 | 17 |
OSSIAM | 15 | 2 | 0.00% | 0.08% | 0.40% | Q2 2019 | Q3 2023 | 17 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2022 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 17 |
Crewe Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Holocene Advisors, LP | 12 | 1 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 17 |
EVERENCE CAPITAL MANAGEMENT INC | 8 | 3 | 0.03% | 0.13% | 0.53% | Q4 2014 | Q3 2020 | 17 |
LMR Partners LLP | 4 | 1 | 0.00% | 0.06% | 0.23% | Q4 2014 | Q1 2022 | 17 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.07% | 0.23% | Q3 2016 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 17 |
CREDIT AGRICOLE S A | 16 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 17 |
OAKBROOK INVESTMENTS LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 17 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q4 2019 | 17 |
Sharkey, Howes & Javer | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 17 |
HBK INVESTMENTS L P | 8 | 2 | 0.00% | 0.42% | 1.30% | Q4 2013 | Q1 2019 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.01% | 0.07% | 0.21% | Q4 2018 | Q3 2022 | 16 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Oakworth Capital, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2017 | 16 |
Select Equity Group, L.P. | 14 | 2 | 0.06% | 1.39% | 2.40% | Q4 2013 | Q4 2022 | 16 |
Bristol Gate Capital Partners Inc. | 16 | 16 | 3.58% | 4.22% | 4.88% | Q4 2019 | Q3 2023 | 16 |
Nationwide Fund Advisors | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2017 | 16 |
Quantitative Systematic Strategies LLC | 12 | 1 | 0.07% | 0.22% | 0.75% | Q2 2015 | Q2 2021 | 16 |
Pacific Center for Financial Services | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.16% | 1.28% | Q1 2018 | Q4 2021 | 16 |
People's United Financial, Inc. | 15 | 1 | 0.00% | 0.02% | 0.33% | Q4 2013 | Q2 2018 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BP PLC | 12 | 4 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2021 | 16 |
STRS OHIO | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2020 | 16 |
Achmea Investment Management B.V. | 8 | 1 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q2 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.07% | 0.28% | Q4 2019 | Q3 2023 | 16 |
KCM INVESTMENT ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q2 2022 | 16 |
PineBridge Investments, L.P. | 8 | 1 | 0.00% | 0.13% | 0.25% | Q4 2013 | Q2 2021 | 16 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 11 | 4 | 0.05% | 0.07% | 0.11% | Q3 2017 | Q4 2023 | 15 |
Focused Wealth Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
Balentine LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2019 | 15 |
GAMCO INVESTORS, INC. ET AL | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Evercore Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.30% | 0.79% | 1.04% | Q1 2020 | Q3 2023 | 15 |
Bridgewater Associates | 6 | 4 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q2 2022 | 15 |
Qube Research & Technologies Ltd | 10 | 1 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 15 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 12 | 3 | 0.08% | 0.32% | 0.47% | Q2 2019 | Q3 2023 | 15 |
abrdn Investment Management Ltd | 15 | 15 | 0.25% | 1.12% | 1.86% | Q4 2013 | Q2 2017 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2020 | 15 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Tortoise Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAPSTONE ASSET MANAGEMENT CO | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.10% | 0.15% | Q1 2018 | Q3 2021 | 15 |
Pinkerton Retirement Specialists, LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2018 | 15 |
Inspire Investing, LLC | 15 | 15 | 0.14% | 0.21% | 0.26% | Q4 2017 | Q2 2021 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2020 | 15 |
GHP Investment Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 15 |
WADDELL & REED FINANCIAL INC | 7 | 4 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q1 2021 | 15 |
Granite Investment Advisors, LLC | 10 | 4 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2020 | 14 |
IFG Advisory, LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.11% | 0.30% | Q1 2014 | Q1 2023 | 14 |
SevenBridge Financial Group, LLC | 14 | 14 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q2 2019 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
ClearBridge Investments | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2023 | 14 |
DF DENT & CO INC | 9 | 5 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 14 |
JANUS HENDERSON INVESTORS US LLC | 14 | 14 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q1 2017 | 14 |
AXIOM INVESTORS LLC /DE | 14 | 14 | 0.18% | 0.90% | 2.12% | Q1 2015 | Q2 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
EXANE DERIVATIVES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Tredje AP-fonden | 5 | 4 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 12 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2017 | 14 |
Railway Pension Investments Ltd | 14 | 14 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q1 2022 | 14 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Penn Capital Management Company, LLC | 13 | 13 | 0.17% | 0.24% | 0.33% | Q4 2017 | Q4 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
BlackRock Fund Advisors | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2016 | 13 |
CNO Financial Group, Inc. | 13 | 13 | 0.04% | 0.06% | 0.13% | Q4 2014 | Q4 2017 | 13 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Zions Bancorporation | 12 | 1 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q2 2018 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 1.13% | 1.78% | 3.08% | Q2 2019 | Q2 2022 | 13 |
Impax Asset Management Group plc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.06% | 0.26% | Q1 2019 | Q2 2022 | 13 |
CENTRAL BANK & TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Bedel Financial Consulting, Inc. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 13 |
Lafayette Investments | 13 | 13 | 0.54% | 0.68% | 0.81% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
Ethic Inc. | 6 | 1 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 13 |
BLACKROCK ADVISORS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 2 | 0.39% | 0.95% | 1.58% | Q1 2014 | Q1 2018 | 13 |
C WorldWide Group Holding A/S | 13 | 13 | 0.04% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Pendal Group Ltd | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2022 | 13 |
Southeast Asset Advisors Inc. | 13 | 13 | 0.13% | 0.29% | 0.42% | Q1 2014 | Q1 2017 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
BlackRock Group LTD | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
FORTEM FINANCIAL GROUP, LLC | 13 | 13 | 0.25% | 0.34% | 0.41% | Q3 2020 | Q3 2023 | 13 |
MAVERICK CAPITAL LTD | 4 | 2 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q2 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cypress Wealth Services, LLC | 13 | 13 | 0.09% | 0.10% | 0.13% | Q2 2018 | Q2 2021 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Commonwealth Equity Services, Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 13 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 1 | 0.02% | 0.15% | 0.33% | Q2 2015 | Q4 2021 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
JLB & ASSOCIATES INC | 12 | 12 | 0.07% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Soros Fund Management | 11 | 1 | 0.00% | 0.34% | 0.84% | Q4 2013 | Q1 2017 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 12 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FORSTA AP-FONDEN | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 0.46% | 0.51% | 0.58% | Q4 2016 | Q3 2019 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.22% | 0.36% | 0.45% | Q3 2018 | Q2 2021 | 12 |
NBT BANK N A /NY | 8 | 1 | 0.03% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Calamos Wealth Management LLC | 10 | 2 | 0.04% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 12 |
Baldwin Investment Management, LLC | 11 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2021 | 12 |
Symmetry Partners, LLC | 11 | 1 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2021 | 12 |
Copeland Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Aristotle Capital Management, LLC | 12 | 12 | 0.00% | 1.66% | 2.58% | Q1 2019 | Q4 2021 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q2 2023 | 12 |
Avantax Planning Partners, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.16% | 0.48% | Q4 2013 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
NCM Capital Advisers, Inc. | 12 | 12 | 0.07% | 0.12% | 0.20% | Q4 2013 | Q3 2016 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2020 | 12 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q1 2020 | 12 |
Cetera Advisors LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Value Partners Investments Inc. | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ArrowMark Colorado Holdings LLC | 12 | 12 | 0.40% | 0.65% | 0.86% | Q4 2016 | Q3 2019 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q2 2023 | 12 |
Timber Creek Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Ledyard National Bank | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2018 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2020 | 12 |
OLD NATIONAL BANCORP /IN/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Boston Partners | 11 | 11 | 0.16% | 0.43% | 0.81% | Q1 2021 | Q3 2023 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.16% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Interval Partners, LP | 5 | 1 | 0.09% | 0.23% | 0.50% | Q2 2015 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Teza Capital Management LLC | 6 | 1 | 0.09% | 0.18% | 0.41% | Q1 2017 | Q2 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Advisor OS, LLC | 11 | 11 | 0.06% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
EAGLE ASSET MANAGEMENT INC | 7 | 4 | 0.07% | 0.14% | 0.23% | Q1 2016 | Q4 2018 | 11 |
CRAMER ROSENTHAL MCGLYNN LLC | 11 | 11 | 0.53% | 0.85% | 1.25% | Q1 2015 | Q3 2017 | 11 |
Verde Servicos Internacionais S.A. | 11 | 11 | 0.80% | 1.54% | 3.80% | Q4 2015 | Q2 2018 | 11 |
Redpoint Investment Management Pty Ltd | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 11 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11 | 11 | 0.19% | 0.24% | 0.31% | Q2 2017 | Q4 2019 | 11 |
DEERE & CO | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2016 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
USS Investment Management Ltd | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.18% | 0.63% | Q1 2021 | Q3 2023 | 11 |
HUSSMAN STRATEGIC ADVISORS, INC. | 7 | 2 | 0.26% | 0.62% | 0.93% | Q4 2018 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.01% | 0.09% | 0.41% | Q4 2013 | Q3 2022 | 11 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Blue Ridge Capital, L.L.C. | 11 | 11 | 1.41% | 2.39% | 3.08% | Q1 2014 | Q3 2016 | 11 |
Cornerstone Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
GENERATION INVESTMENT MANAGEMENT LLP | 11 | 11 | 0.48% | 1.51% | 3.29% | Q1 2017 | Q3 2019 | 11 |
PDT Partners, LLC | 7 | 1 | 0.02% | 0.33% | 0.84% | Q1 2014 | Q2 2020 | 11 |
FORA Capital, LLC | 7 | 1 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 11 |
PALISADE CAPITAL MANAGEMENT, LP | 11 | 11 | 0.02% | 0.06% | 0.15% | Q4 2017 | Q2 2020 | 11 |
TD Securities (USA) LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2016 | 10 |
Capital Asset Advisory Services LLC | 9 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2022 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2022 | 10 |
Maryland State Retirement & Pension System | 9 | 1 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Wealth Alliance | 4 | 3 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 10 |
Amundi | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 10 |
WHV Investments, Inc. | 10 | 10 | 0.71% | 1.24% | 2.02% | Q4 2013 | Q1 2016 | 10 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.11% | 0.76% | Q4 2013 | Q3 2021 | 10 |
Kalos Management, Inc. | 10 | 10 | 0.27% | 0.34% | 0.44% | Q3 2019 | Q4 2021 | 10 |
HANCOCK WHITNEY CORP | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2020 | 10 |
Cordasco Financial Network | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
VALINOR MANAGEMENT, L.P. | 10 | 10 | 2.06% | 3.13% | 4.49% | Q1 2014 | Q2 2016 | 10 |
PRIVATE TRUST CO NA | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.03% | 0.35% | 0.96% | Q4 2015 | Q4 2022 | 10 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.01% | 0.13% | 0.23% | Q1 2018 | Q2 2023 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SRB CORP | 4 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2016 | 10 |
State of Wyoming | 6 | 4 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2016 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.29% | 0.77% | Q1 2016 | Q1 2023 | 10 |
Quantitative Investment Management, LLC | 6 | 3 | 0.01% | 0.06% | 0.13% | Q4 2015 | Q1 2018 | 9 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.03% | 0.11% | 0.18% | Q3 2014 | Q3 2019 | 9 |
ETRADE Capital Management LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 9 |
Ninety One UK Ltd | 9 | 9 | 0.36% | 0.48% | 0.58% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH BANK OF AUSTRALIA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 9 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q2 2023 | 9 |
Independent Portfolio Consultants, Inc. | 8 | 1 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q2 2017 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Dai-ichi Life Insurance Company, Ltd | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
THOMPSON DAVIS & CO., INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 9 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 3 | 0.09% | 0.23% | 0.36% | Q1 2016 | Q4 2018 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
PROFUND ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 9 |
Alpha Wave Global, LP | 9 | 9 | 3.56% | 5.57% | 7.56% | Q2 2014 | Q2 2016 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 9 |
Sciencast Management LP | 3 | 1 | 0.05% | 0.24% | 0.44% | Q4 2017 | Q2 2023 | 9 |
Stone Ridge Asset Management LLC | 5 | 4 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2020 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q1 2020 | 9 |
STANSBERRY ASSET MANAGEMENT, LLC | 9 | 9 | 0.11% | 0.29% | 0.49% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Global X Management CO LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.11% | 0.55% | Q3 2019 | Q3 2023 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Corient Capital Partners, LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q2 2021 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
U S GLOBAL INVESTORS INC | 4 | 2 | 0.00% | 0.54% | 1.06% | Q4 2016 | Q4 2019 | 9 |
Euclid Advisors LLC | 5 | 4 | 0.02% | 0.32% | 0.97% | Q4 2013 | Q2 2016 | 9 |
Ballentine Partners, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q1 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 9 |
180 WEALTH ADVISORS, LLC | 9 | 9 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q4 2019 | 9 |
Tidal Investments LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Ardevora Asset Management LLP | 9 | 9 | 0.85% | 1.00% | 1.28% | Q1 2019 | Q1 2021 | 9 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 8 |
Artisan Partners Limited Partnership | 8 | 8 | 0.05% | 0.16% | 0.30% | Q4 2015 | Q3 2017 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OFI Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.05% | 0.16% | 0.36% | Q1 2014 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.34% | 0.41% | 0.46% | Q3 2021 | Q2 2023 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Raveneur Investment Group LP | 8 | 8 | 1.92% | 5.62% | 8.42% | Q4 2014 | Q3 2016 | 8 |
MV CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 8 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 2 | 0.02% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Dorsey Wright & Associates | 8 | 8 | 0.29% | 1.17% | 1.92% | Q3 2018 | Q2 2020 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.76% | 0.92% | 1.10% | Q1 2018 | Q4 2019 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 2 | 0.14% | 0.54% | 1.03% | Q4 2013 | Q4 2015 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 8 |
FCF Advisors LLC | 6 | 2 | 0.00% | 0.51% | 0.98% | Q2 2017 | Q3 2022 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.09% | 0.13% | Q4 2013 | Q3 2015 | 8 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 8 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
INTRUST BANK NA | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q1 2020 | 8 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 8 |
Calvert Investment Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2016 | 8 |
BENJAMIN EDWARDS INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Ninety One North America, Inc. | 8 | 8 | 0.12% | 0.25% | 0.42% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.12% | 0.19% | Q1 2016 | Q1 2023 | 8 |
WEALTHFRONT Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2016 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Broderick Brian C | 4 | 2 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q2 2017 | 8 |
Dundas Partners LLP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Freestone Capital Holdings, LLC | 8 | 8 | 0.03% | 0.06% | 0.07% | Q1 2014 | Q4 2015 | 8 |
CASTLEARK MANAGEMENT LLC | 6 | 2 | 0.04% | 0.10% | 0.13% | Q2 2015 | Q3 2021 | 8 |
MCF Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Three Peaks Capital Management, LLC | 8 | 8 | 0.93% | 1.39% | 1.80% | Q1 2016 | Q4 2017 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.05% | 0.26% | 0.47% | Q2 2017 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.06% | 0.30% | 0.70% | Q3 2017 | Q3 2021 | 7 |
Century Capital Management, LLC | 7 | 7 | 0.18% | 0.38% | 0.55% | Q4 2015 | Q2 2017 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Visium Asset Management, LP | 4 | 3 | 0.02% | 0.11% | 0.26% | Q1 2014 | Q4 2015 | 7 |
PCJ Investment Counsel Ltd. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2017 | 7 |
Assenagon Asset Management S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
BlackRock Japan Co. Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.86% | 1.35% | 1.52% | Q2 2015 | Q4 2016 | 7 |
DIKER MANAGEMENT LLC | 7 | 7 | 0.80% | 0.98% | 1.38% | Q1 2016 | Q3 2017 | 7 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
America First Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Crestwood Capital Management, L.P. | 7 | 7 | 2.04% | 4.23% | 5.95% | Q4 2014 | Q2 2016 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2017 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Tranquility Partners, LLC | 7 | 7 | 0.15% | 0.36% | 0.51% | Q2 2019 | Q4 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.10% | 0.24% | Q2 2020 | Q1 2023 | 7 |
Oak Thistle LLC | 4 | 3 | 0.21% | 0.49% | 1.00% | Q4 2021 | Q3 2023 | 7 |
HighVista Strategies LLC | 5 | 2 | 0.09% | 0.39% | 0.66% | Q1 2015 | Q1 2018 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q1 2023 | 7 |
Mount Yale Investment Advisors, LLC | 4 | 3 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
CROFT-LEOMINSTER INC | 5 | 2 | 0.42% | 0.82% | 1.16% | Q1 2016 | Q4 2017 | 7 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
CONGRESS ASSET MANAGEMENT CO /MA | 7 | 7 | 0.01% | 0.97% | 1.19% | Q3 2017 | Q1 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q1 2021 | 7 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 7 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.00% | 0.10% | 0.55% | Q2 2021 | Q4 2022 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2017 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.00% | 0.20% | 0.27% | Q2 2015 | Q3 2023 | 7 |
Horizon Investments, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.00% | 0.05% | 0.06% | Q3 2017 | Q1 2019 | 7 |
Spot Trading L.L.C | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 7 |
Albar Capital Ltd | 2 | 1 | 0.59% | 5.03% | 14.72% | Q1 2019 | Q1 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 1 | 0.00% | 0.36% | 1.08% | Q3 2016 | Q1 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.27% | 0.32% | 0.39% | Q3 2021 | Q2 2023 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.37% | 0.90% | Q1 2020 | Q3 2022 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN INVESTOR SERVICES LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2015 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q1 2016 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Centerpoint Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 6 |
Rossmore Private Capital | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 6 |
TT INTERNATIONAL | 6 | 6 | 0.35% | 0.78% | 1.50% | Q4 2017 | Q1 2019 | 6 |
Metis Global Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Czech National Bank | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
NorthCoast Asset Management LLC | 4 | 2 | 0.05% | 0.14% | 0.24% | Q3 2016 | Q1 2018 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FRIESS ASSOCIATES LLC | 5 | 1 | 0.01% | 0.80% | 1.48% | Q4 2015 | Q4 2017 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
QCI ASSET MANAGEMENT INC/NY | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Westend Capital Management, LLC | 4 | 1 | 0.11% | 0.15% | 0.21% | Q4 2013 | Q1 2016 | 6 |
12 West Capital Management LP | 6 | 6 | 4.44% | 6.14% | 8.28% | Q1 2014 | Q2 2015 | 6 |
Distillate Capital Partners LLC | 4 | 2 | 0.62% | 0.69% | 0.75% | Q4 2020 | Q3 2022 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 1 | 0.00% | 0.06% | 0.17% | Q3 2016 | Q1 2019 | 6 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.08% | 0.25% | 0.46% | Q1 2021 | Q4 2022 | 6 |
SeaStone Capital Management, L.P. | 6 | 6 | 2.72% | 3.54% | 3.82% | Q4 2013 | Q1 2015 | 6 |
SCOTIA CAPITAL INC. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 6 |
WALL STREET ASSOCIATES | 6 | 6 | 0.07% | 0.15% | 0.25% | Q3 2015 | Q4 2016 | 6 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.00% | 0.06% | 0.36% | Q4 2013 | Q1 2020 | 6 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q4 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 6 |
Melvin Capital Management LP | 4 | 4 | 0.32% | 1.50% | 2.34% | Q1 2015 | Q4 2015 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BAILARD, INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2015 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q1 2018 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Vectors Research Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.11% | 0.17% | 0.42% | Q3 2016 | Q4 2017 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONTRUSCO BOLTON INVESTMENTS INC. | 6 | 6 | 0.67% | 1.47% | 2.07% | Q1 2020 | Q2 2021 | 6 |
TCW GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Applied Capital LLC | 4 | 2 | 0.18% | 0.28% | 0.39% | Q1 2021 | Q3 2022 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.03% | 0.24% | 0.50% | Q3 2015 | Q3 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2016 | Q4 2018 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.40% | 0.45% | 0.50% | Q2 2022 | Q3 2023 | 6 |
TRIAN FUND MANAGEMENT, L.P. | 6 | 6 | 0.97% | 1.68% | 2.98% | Q4 2013 | Q1 2015 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2021 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q2 2014 | Q3 2017 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 5 |
Pineno Levin & Ford Asset Management, Inc. | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Harvest Fund Management Co., Ltd | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Livforsakringsbolaget Skandia, Omsesidigt | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 5 | 5 | 0.05% | 0.22% | 0.30% | Q4 2014 | Q4 2015 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.13% | 0.17% | 0.20% | Q2 2019 | Q2 2020 | 5 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.32% | 0.40% | 0.45% | Q2 2020 | Q2 2021 | 5 |
FLIPPIN BRUCE & PORTER INC | 5 | 5 | 0.27% | 0.30% | 0.33% | Q4 2013 | Q4 2014 | 5 |
NJ State Employees Deferred Compensation Plan | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
First Trust Direct Indexing L.P. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GLOBEFLEX CAPITAL L P | 3 | 2 | 0.01% | 0.29% | 0.73% | Q1 2014 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q2 2016 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.09% | 0.23% | 0.44% | Q3 2015 | Q4 2017 | 5 |
MGO ONE SEVEN LLC | 3 | 2 | 0.13% | 0.16% | 0.20% | Q4 2017 | Q1 2019 | 5 |
WEST PACES ADVISORS INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 5 |
Community Financial Services Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SHAPIRO ROBERT N | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Brandywine Global Investment Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 5 |
Olympiad Research LP | 2 | 1 | 0.09% | 0.19% | 0.26% | Q1 2020 | Q2 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.12% | 0.27% | Q3 2021 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LUMINUS MANAGEMENT LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q4 2014 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q2 2023 | 5 |
COLUMBUS CIRCLE INVESTORS | 5 | 5 | 0.21% | 0.40% | 0.53% | Q3 2015 | Q3 2016 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.03% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q2 2019 | Q2 2020 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
AGF Investments LLC | 5 | 5 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.20% | 0.48% | 0.73% | Q4 2018 | Q1 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.10% | 0.15% | 0.22% | Q2 2020 | Q2 2021 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
XTX Topco Ltd | 3 | 2 | 0.10% | 0.20% | 0.30% | Q4 2021 | Q2 2023 | 5 |
ETF MANAGERS GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 5 |
Qtron Investments LLC | 5 | 5 | 0.12% | 0.21% | 0.29% | Q2 2019 | Q2 2020 | 5 |
Palestra Capital Management LLC | 5 | 5 | 3.28% | 3.88% | 4.83% | Q4 2013 | Q4 2014 | 5 |
Sculptor Capital LP | 5 | 5 | 0.36% | 0.58% | 0.79% | Q4 2013 | Q4 2014 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Laird Norton Wetherby Trust Company, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 5 |
Pacifica Partners Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2022 | 5 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.40% | 0.46% | 0.55% | Q3 2022 | Q3 2023 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Platform Technology Partners | 5 | 5 | 0.14% | 0.24% | 0.32% | Q4 2019 | Q4 2020 | 5 |
Marshall Financial Group LLC | 5 | 5 | 0.31% | 0.33% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Arrow Investment Advisors, LLC | 5 | 5 | 0.15% | 0.18% | 0.21% | Q2 2015 | Q2 2016 | 5 |
Lehman Financial Resources, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 5 | 5 | 0.04% | 0.62% | 2.12% | Q1 2014 | Q1 2015 | 5 |
First Personal Financial Services | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q3 2020 | Q2 2023 | 5 |
Financial Architects, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 5 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.18% | 0.22% | 0.27% | Q4 2017 | Q4 2018 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 5 |
Zions Trust, National Association | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q4 2014 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.18% | 0.36% | 0.70% | Q1 2020 | Q1 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.07% | 0.16% | Q1 2016 | Q4 2019 | 5 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.15% | 0.36% | Q4 2015 | Q2 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2020 | Q4 2020 | 4 |
Westchester Capital Management, LLC | 2 | 2 | 0.08% | 0.12% | 0.18% | Q4 2013 | Q1 2014 | 4 |
Grove Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Stifel Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.01% | 0.21% | 0.42% | Q3 2016 | Q4 2022 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.11% | 0.22% | Q2 2015 | Q4 2016 | 4 |
Harbour Capital Advisors, LLC | 4 | 4 | 0.00% | 0.10% | 0.14% | Q1 2017 | Q4 2017 | 4 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q4 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALLSTATE CORP | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Accel Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beutel, Goodman & Co Ltd. | 4 | 4 | 0.06% | 0.16% | 0.21% | Q4 2017 | Q3 2018 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.05% | 0.14% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.28% | 0.57% | 1.01% | Q1 2016 | Q4 2019 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 4 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2021 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.55% | 0.61% | 0.66% | Q3 2019 | Q2 2020 | 4 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.07% | 0.89% | 3.28% | Q4 2021 | Q3 2023 | 4 |
Truvvo Partners LLC | 4 | 4 | 0.16% | 0.28% | 0.36% | Q1 2016 | Q4 2016 | 4 |
FormulaFolio Investments, LLC | 2 | 1 | 0.00% | 0.06% | 0.15% | Q1 2016 | Q2 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
MANNING & NAPIER ADVISORS LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2017 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 3 | 1 | 0.14% | 0.30% | 0.45% | Q4 2020 | Q2 2022 | 4 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Eton Park Capital Management, L.P. | 4 | 4 | 0.95% | 1.37% | 1.56% | Q4 2013 | Q3 2014 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.06% | 0.14% | Q3 2021 | Q1 2023 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
Gyrus Investment Management Inc. | 4 | 4 | 0.35% | 0.37% | 0.41% | Q1 2014 | Q4 2014 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Essex Savings Bank | 3 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wellington Shields Capital Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 4 |
Hutchin Hill Capital, LP | 1 | 1 | 0.00% | 0.06% | 0.17% | Q4 2013 | Q4 2017 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cornell Pochily Investment Advisors, Inc. | 4 | 4 | 0.06% | 0.12% | 0.15% | Q1 2019 | Q4 2019 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.05% | 0.10% | 0.22% | Q1 2017 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q2 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DMC Group, LLC | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
PRECISION PATH CAPITAL, LP | 2 | 2 | 2.05% | 4.00% | 6.41% | Q4 2017 | Q4 2018 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.04% | 0.12% | 0.15% | Q1 2018 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.04% | 0.41% | 0.54% | Q3 2020 | Q3 2021 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 2 | 0.20% | 0.24% | 0.29% | Q1 2021 | Q3 2023 | 4 |
HARVEY INVESTMENT CO LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2017 | Q1 2018 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Parkwood LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q3 2015 | Q2 2016 | 4 |
BRAUN STACEY ASSOCIATES INC | 4 | 4 | 0.37% | 0.46% | 0.53% | Q2 2017 | Q1 2018 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Apriem Advisors | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 4 |
DAVENPORT & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q4 2022 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q3 2014 | 4 |
Lloyds Banking Group plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.21% | 0.40% | Q4 2018 | Q2 2023 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 4 | 0.27% | 0.38% | 0.66% | Q3 2020 | Q2 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q4 2018 | 4 |
COASTLAND CAPITAL LLC | 4 | 4 | 0.26% | 0.66% | 1.19% | Q4 2013 | Q3 2014 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Woodline Partners LP | 4 | 4 | 0.01% | 0.16% | 0.37% | Q3 2022 | Q2 2023 | 4 |
Covenant Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Heritage Way Advisors, LLC | 4 | 4 | 0.95% | 1.05% | 1.11% | Q1 2021 | Q4 2021 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.12% | 0.18% | Q4 2021 | Q1 2023 | 4 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.09% | 0.11% | 0.16% | Q3 2019 | Q2 2020 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Airain ltd | 2 | 1 | 0.05% | 0.10% | 0.18% | Q3 2014 | Q4 2016 | 3 |
PATTON FUND MANAGEMENT, INC. | 3 | 3 | 0.90% | 1.11% | 1.25% | Q3 2019 | Q1 2020 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 0.36% | 1.01% | 1.37% | Q3 2014 | Q1 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q2 2017 | Q4 2017 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Appian Way Asset Management LP | 1 | 1 | 1.05% | 1.37% | 1.77% | Q2 2020 | Q2 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 0.02% | 0.16% | 0.25% | Q4 2013 | Q2 2015 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.60% | 0.85% | 1.17% | Q3 2016 | Q1 2017 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.09% | 0.26% | Q1 2015 | Q2 2022 | 3 |
CLEARARC CAPITAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Zebra Capital Management LLC | 2 | 1 | 0.19% | 0.21% | 0.23% | Q1 2017 | Q2 2019 | 3 |
Waterfront Capital Partners, LLC | 3 | 3 | 1.12% | 2.57% | 3.50% | Q4 2015 | Q2 2016 | 3 |
Findlay Park Partners LLP | 3 | 3 | 0.58% | 0.71% | 0.96% | Q4 2017 | Q2 2018 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.32% | 0.61% | Q3 2020 | Q2 2021 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Foyston, Gordon, & Payne Inc | 2 | 1 | 0.06% | 0.56% | 1.56% | Q4 2022 | Q3 2023 | 3 |
Hudock, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
New England Research & Management, Inc. | 2 | 1 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DC Investments Management, LLC | 2 | 1 | 0.16% | 0.25% | 0.37% | Q4 2017 | Q4 2019 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.54% | 0.76% | 0.96% | Q3 2020 | Q3 2022 | 3 |
AJO, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 3 |
South Dakota Investment Council | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.13% | 0.38% | Q1 2016 | Q4 2017 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.18% | 0.27% | 0.36% | Q4 2022 | Q2 2023 | 3 |
AHL Partners LLP | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q4 2017 | 3 |
Cortina Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2013 | Q2 2014 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
GILDER GAGNON HOWE & CO LLC | 3 | 3 | 0.00% | 0.47% | 0.80% | Q3 2014 | Q1 2015 | 3 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 3 |
Cerebellum GP, LLC | 1 | 1 | 0.01% | 0.20% | 0.29% | Q1 2018 | Q3 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
ROMANO BROTHERS AND COMPANY | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Epoch Investment Partners, Inc. | 3 | 3 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q2 2014 | 3 |
Alaethes Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Visionary Asset Management, Inc. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q3 2018 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Smithwood Advisers, L.P. | 3 | 3 | 1.96% | 2.30% | 2.60% | Q1 2014 | Q3 2014 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2018 | 3 |
Junto Capital Management LP | 2 | 1 | 0.68% | 1.17% | 2.06% | Q4 2021 | Q3 2022 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2021 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q2 2023 | 3 |
Cartenna Capital, LP | 3 | 3 | 3.39% | 4.74% | 6.38% | Q1 2021 | Q3 2021 | 3 |
Ninety One SA (PTY) Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 1.10% | 1.16% | 1.20% | Q3 2014 | Q1 2015 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q4 2019 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.47% | 0.71% | 0.87% | Q1 2016 | Q3 2022 | 3 |
Invictus RG | 1 | 1 | 0.10% | 0.24% | 0.35% | Q3 2016 | Q1 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Newbridge Financial Services Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q4 2013 | Q2 2014 | 3 |
Triodos Investment Management BV | 3 | 3 | 1.38% | 1.50% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q2 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.05% | 0.14% | Q2 2021 | Q1 2023 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q1 2017 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q2 2014 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
ROYCE & ASSOCIATES LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 3 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 1 | 0.53% | 0.67% | 0.75% | Q3 2021 | Q2 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 3 |
Marble Arch Investments | 3 | 3 | 2.83% | 3.51% | 3.96% | Q1 2014 | Q3 2014 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.07% | 0.08% | 0.11% | Q2 2019 | Q4 2019 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Beck Bode, LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON & GARRARD INC | 3 | 3 | 0.05% | 0.15% | 0.22% | Q1 2017 | Q3 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.07% | 0.20% | Q4 2017 | Q4 2018 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.26% | 0.39% | 0.57% | Q2 2022 | Q3 2023 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 1 | 0.11% | 0.55% | 0.93% | Q4 2014 | Q4 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 3 | 3 | 0.26% | 0.27% | 0.27% | Q4 2013 | Q2 2014 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q1 2018 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q2 2017 | 3 |
Bray Capital Advisors | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.09% | 0.17% | Q4 2014 | Q2 2023 | 3 |
V-Square Quantitative Management LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Shellback Capital, LP | 1 | 1 | 0.68% | 0.86% | 1.04% | Q1 2016 | Q3 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q4 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 2 |
METROPOLITAN CAPITAL ADVISORS INC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2014 | Q3 2014 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Centric Wealth Management | 2 | 2 | 1.02% | 1.06% | 1.10% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 1.28% | 1.79% | 2.30% | Q1 2014 | Q2 2014 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Exane Asset Management | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.37% | 0.44% | 0.51% | Q3 2016 | Q4 2016 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.08% | 0.13% | 0.17% | Q1 2015 | Q2 2015 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.10% | 0.53% | 0.96% | Q2 2016 | Q4 2018 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 2 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.34% | 0.36% | 0.39% | Q4 2013 | Q1 2014 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2014 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q4 2017 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q2 2019 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q1 2014 | 2 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2 | 2 | 1.80% | 1.92% | 2.04% | Q2 2018 | Q3 2018 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Dai-ichi Life Holdings, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.23% | 0.34% | 0.45% | Q4 2022 | Q2 2023 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.71% | 0.74% | 0.76% | Q2 2023 | Q3 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 2 | 2 | 2.07% | 2.19% | 2.31% | Q3 2016 | Q4 2016 | 2 |
Varma Mutual Pension Insurance Co | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2020 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.04% | 0.17% | 0.30% | Q4 2013 | Q1 2014 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.29% | 0.39% | 0.50% | Q4 2021 | Q1 2022 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.40% | 0.45% | 0.49% | Q4 2013 | Q2 2014 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.46% | 0.49% | 0.53% | Q2 2018 | Q3 2018 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.12% | 0.24% | Q3 2017 | Q4 2017 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
Wahed Invest LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.06% | 0.12% | 0.18% | Q2 2014 | Q4 2014 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.25% | 0.42% | 0.58% | Q4 2014 | Q2 2015 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q1 2018 | Q2 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.11% | 0.28% | 0.46% | Q4 2016 | Q1 2017 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q1 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 2 |
Athanor Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q3 2016 | 2 |
TRUST CO OF VIRGINIA /VA | 2 | 2 | 0.04% | 0.10% | 0.16% | Q4 2013 | Q1 2014 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Wing Lake Capital, LLC | 2 | 2 | 2.60% | 3.00% | 3.40% | Q2 2014 | Q3 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Veracity Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Standard Investments LLC | 1 | 1 | 0.13% | 0.17% | 0.21% | Q1 2014 | Q1 2015 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.32% | 0.42% | 0.53% | Q4 2021 | Q1 2022 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2014 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Nokota Management, LP | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2014 | Q3 2014 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q1 2017 | 2 |
ARK Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Zelman Capital LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2014 | Q4 2014 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Glenview Capital Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2014 | Q1 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2013 | Q4 2013 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
COWEN INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
G&S Capital LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
FORT PITT CAPITAL GROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Egerton Capital (UK) LLP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2017 | Q2 2017 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2014 | Q2 2014 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
Nair Vinay | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
Gates Capital Management | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2013 | Q4 2013 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2017 | Q1 2017 | 1 |
PointState Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARGUS INVESTORS' COUNSEL, INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 4.12% | 4.12% | 4.12% | Q4 2014 | Q4 2014 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Roystone Capital Management LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2013 | Q4 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2019 | Q2 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
MANA Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
EMERGING SOVEREIGN GROUP LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2014 | Q2 2014 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2019 | Q3 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2013 | Q4 2013 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2019 | Q2 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2015 | Q2 2015 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Bronson Point Management LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2013 | Q4 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Suncoast Equity Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BANTA ASSET MANAGEMENT LP | 1 | 1 | 3.11% | 3.11% | 3.11% | Q4 2013 | Q4 2013 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Michael & Susan Dell Foundation | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2016 | Q3 2016 | 1 |
JANA PARTNERS LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q4 2013 | Q4 2013 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2013 | Q4 2013 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
17 CAPITAL PARTNERS, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2021 | Q2 2021 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Estabrook Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GLG INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Leap Investments LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2018 | Q4 2018 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Trutina Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2023 | Q3 2023 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2021 | Q2 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
KR CAPITAL ADVISORS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Goodman Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
ENDEX CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2020 | Q2 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2015 | Q1 2015 | 1 |
SUMITOMO LIFE INSURANCE CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2014 | Q1 2014 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2019 | Q3 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2018 | Q4 2018 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 8.60% | 8.60% | 8.60% | Q2 2014 | Q2 2014 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Noked Israel Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Noked Capital LTD | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Dryden Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2014 | Q2 2014 | 1 |
Slate Path Capital LP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q2 2014 | Q2 2014 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ALLEGION PLC or have owned ALLEGION PLC in the past.