Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 79 |
Cutler Group LLC / CA | 27 | 27 | 0.00% | 0.06% | 0.43% | Q1 2016 | Q3 2022 | 77 |
Citadel Advisors | 22 | 2 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2022 | 67 |
Walleye Trading LLC | 23 | 1 | 0.00% | 0.04% | 0.29% | Q3 2016 | Q3 2022 | 64 |
D. E. Shaw & Co., Inc. | 25 | 25 | 0.00% | 0.05% | 0.22% | Q3 2016 | Q3 2022 | 59 |
WOLVERINE TRADING, LLC | 15 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2022 | 58 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2022 | 56 |
CITIGROUP INC | 19 | 2 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2022 | 56 |
TWO SIGMA INVESTMENTS, LP | 27 | 27 | 0.00% | 0.06% | 0.50% | Q1 2016 | Q3 2022 | 53 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2022 | 51 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 47 |
PEAK6 Investments LLC | 16 | 16 | 0.00% | 0.06% | 0.26% | Q3 2018 | Q2 2022 | 46 |
Parallax Volatility Advisers, L.P. | 13 | 1 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2022 | 41 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2022 | 40 |
CAPITAL FUND MANAGEMENT S.A. | 18 | 18 | 0.00% | 0.06% | 0.28% | Q1 2018 | Q2 2022 | 40 |
CREDIT SUISSE AG/ | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 39 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 35 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2022 | 33 |
MILLENNIUM MANAGEMENT LLC | 20 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2022 | 33 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2022 | 32 |
Foxhaven Asset Management, LP | 26 | 26 | 0.70% | 4.52% | 10.06% | Q2 2016 | Q3 2022 | 30 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2022 | 29 |
TIGER GLOBAL MANAGEMENT LLC | 28 | 28 | 0.12% | 0.84% | 3.33% | Q4 2015 | Q3 2022 | 28 |
Artisan Partners Limited Partnership | 28 | 28 | 0.04% | 1.08% | 2.11% | Q4 2015 | Q3 2022 | 28 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2022 | 28 |
FMR LLC | 28 | 28 | 0.00% | 0.08% | 0.20% | Q4 2015 | Q3 2022 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2022 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.03% | 0.19% | Q4 2015 | Q3 2022 | 28 |
MORGAN STANLEY | 28 | 28 | 0.01% | 0.03% | 0.16% | Q4 2015 | Q3 2022 | 28 |
SEI INVESTMENTS CO | 28 | 28 | 0.00% | 0.21% | 0.60% | Q4 2015 | Q3 2022 | 28 |
ClearBridge Investments | 28 | 28 | 0.01% | 0.21% | 0.98% | Q4 2015 | Q3 2022 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 28 | 28 | 0.00% | 0.07% | 0.19% | Q4 2015 | Q3 2022 | 28 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2022 | 28 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2022 | 28 |
MARSICO CAPITAL MANAGEMENT LLC | 28 | 28 | 0.01% | 0.34% | 0.80% | Q4 2015 | Q3 2022 | 28 |
NOMURA HOLDINGS INC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2022 | 28 |
GILDER GAGNON HOWE & CO LLC | 28 | 28 | 0.21% | 0.29% | 0.42% | Q4 2015 | Q3 2022 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2022 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 28 |
VANGUARD GROUP INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2022 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.10% | 0.46% | Q4 2015 | Q2 2022 | 27 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 27 | 27 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2022 | 27 |
PRINCIPAL FINANCIAL GROUP INC | 26 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2022 | 27 |
UBS ASSET MANAGEMENT AMERICAS INC | 27 | 27 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q2 2022 | 27 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2022 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2022 | 27 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.03% | 0.14% | Q3 2016 | Q2 2021 | 27 |
NORTHERN TRUST CORP | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2022 | 27 |
STATE STREET CORP | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 27 |
FRANKLIN RESOURCES INC | 27 | 27 | 0.00% | 0.10% | 0.30% | Q4 2015 | Q2 2022 | 27 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 27 | 0.07% | 0.24% | 0.62% | Q4 2015 | Q2 2022 | 27 |
NORGES BANK | 25 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2022 | 26 |
FEDERATED HERMES, INC. | 25 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q2 2022 | 26 |
BANK OF MONTREAL /CAN/ | 24 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2022 | 26 |
RHUMBLINE ADVISERS | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2022 | 26 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.08% | 0.22% | Q4 2015 | Q3 2022 | 26 |
Renaissance Technologies | 26 | 26 | 0.01% | 0.55% | 1.61% | Q2 2016 | Q3 2022 | 26 |
VOYA INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
GLYNN CAPITAL MANAGEMENT LLC | 26 | 26 | 0.67% | 6.32% | 10.06% | Q1 2016 | Q2 2022 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.03% | 0.10% | 0.19% | Q2 2016 | Q3 2022 | 26 |
Baillie Gifford | 25 | 25 | 0.26% | 0.78% | 1.21% | Q2 2016 | Q2 2022 | 25 |
SHELTON CAPITAL MANAGEMENT | 17 | 17 | 0.00% | 0.79% | 2.74% | Q3 2018 | Q3 2022 | 25 |
Creative Planning | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 25 |
Engineers Gate Manager LP | 16 | 1 | 0.02% | 0.22% | 0.50% | Q1 2016 | Q3 2022 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2022 | 25 |
Skye Global Management LP | 18 | 18 | 0.06% | 1.10% | 6.04% | Q4 2017 | Q1 2022 | 25 |
TWO SIGMA ADVISERS, LP | 25 | 25 | 0.02% | 0.24% | 0.90% | Q3 2016 | Q3 2022 | 25 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 25 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 24 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q4 2022 | 24 |
Legal & General Group Plc | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2022 | 24 |
Russell Investments Group, Ltd. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2022 | 24 |
CASTLEARK MANAGEMENT LLC | 24 | 24 | 0.00% | 0.04% | 0.17% | Q1 2016 | Q4 2021 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q2 2022 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 23 |
LORD, ABBETT & CO. LLC | 11 | 1 | 0.03% | 0.17% | 0.38% | Q4 2015 | Q3 2022 | 23 |
FIRST TRUST ADVISORS LP | 11 | 1 | 0.01% | 0.13% | 0.30% | Q4 2015 | Q3 2022 | 23 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 5 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2022 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.60% | 1.86% | Q1 2016 | Q3 2022 | 23 |
Trexquant Investment LP | 15 | 1 | 0.03% | 0.26% | 0.79% | Q2 2016 | Q3 2022 | 23 |
STATE OF WISCONSIN INVESTMENT BOARD | 19 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 2 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2022 | 23 |
GROUP ONE TRADING, L.P. | 7 | 4 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2022 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2022 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2022 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.16% | 0.33% | 0.88% | Q2 2017 | Q3 2022 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2022 | 22 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.27% | Q1 2019 | Q3 2022 | 22 |
TUDOR INVESTMENT CORP ET AL | 18 | 1 | 0.01% | 0.16% | 0.60% | Q4 2015 | Q2 2022 | 22 |
GUGGENHEIM CAPITAL LLC | 21 | 1 | 0.00% | 0.06% | 0.21% | Q1 2017 | Q3 2022 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2022 | 22 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 22 |
Motley Fool Wealth Management, LLC | 22 | 22 | 0.18% | 0.84% | 1.87% | Q4 2016 | Q1 2022 | 22 |
Utah Retirement Systems | 22 | 22 | 0.01% | 0.06% | 0.13% | Q2 2017 | Q3 2022 | 22 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2022 | 21 |
QUADRANT CAPITAL GROUP LLC | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2022 | 21 |
Jasper Ridge Partners, L.P. | 14 | 1 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q3 2022 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 20 | 1 | 0.00% | 0.15% | 0.46% | Q1 2017 | Q2 2022 | 21 |
BLAIR WILLIAM & CO/IL | 18 | 3 | 0.01% | 0.20% | 0.43% | Q1 2017 | Q2 2022 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2022 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 1 | 0.00% | 0.26% | 0.73% | Q1 2017 | Q3 2022 | 21 |
Squarepoint Ops LLC | 12 | 2 | 0.01% | 0.09% | 0.27% | Q4 2016 | Q3 2022 | 21 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
AMERIPRISE FINANCIAL INC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2022 | 20 |
Atika Capital Management LLC | 14 | 5 | 0.27% | 1.35% | 2.28% | Q2 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors, Inc. | 20 | 20 | 0.02% | 0.34% | 0.65% | Q4 2017 | Q3 2022 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.08% | 0.68% | Q4 2015 | Q3 2022 | 20 |
Janney Montgomery Scott LLC | 19 | 19 | 0.03% | 0.06% | 0.12% | Q1 2018 | Q3 2022 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 19 |
AFT, FORSYTH & COMPANY, INC. | 19 | 19 | 0.19% | 0.52% | 1.04% | Q1 2019 | Q3 2023 | 19 |
Allianz Asset Management GmbH | 19 | 19 | 0.01% | 0.19% | 0.48% | Q1 2018 | Q3 2022 | 19 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 19 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2022 | 19 |
TimesSquare Capital Management, LLC | 19 | 19 | 0.16% | 0.41% | 0.67% | Q2 2016 | Q4 2020 | 19 |
BERKSHIRE CAPITAL HOLDINGS INC | 19 | 19 | 0.00% | 1.55% | 4.93% | Q1 2019 | Q3 2023 | 19 |
COMERICA BANK | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.03% | 0.10% | 0.13% | Q1 2018 | Q3 2022 | 19 |
Man Group plc | 19 | 19 | 0.00% | 0.05% | 0.24% | Q1 2018 | Q3 2022 | 19 |
NVWM, LLC | 19 | 19 | 0.00% | 0.16% | 0.46% | Q4 2017 | Q2 2022 | 19 |
Treasurer of the State of North Carolina | 19 | 19 | 0.01% | 0.07% | 0.15% | Q1 2018 | Q3 2022 | 19 |
CAMBRIDGE TRUST CO | 19 | 19 | 0.03% | 0.49% | 1.02% | Q1 2018 | Q3 2022 | 19 |
Nicholas Investment Partners, LP | 16 | 3 | 0.12% | 0.34% | 0.72% | Q4 2017 | Q3 2022 | 19 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 18 |
NEXT CENTURY GROWTH INVESTORS LLC | 17 | 1 | 0.02% | 0.15% | 0.31% | Q4 2015 | Q2 2022 | 18 |
MORGENS WATERFALL VINTIADIS & CO INC | 18 | 18 | 2.23% | 3.74% | 6.02% | Q3 2018 | Q4 2022 | 18 |
AXA S.A. | 18 | 18 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q4 2020 | 18 |
SIT INVESTMENT ASSOCIATES INC | 18 | 18 | 0.01% | 0.26% | 0.57% | Q1 2018 | Q2 2022 | 18 |
Sands Capital Management | 18 | 18 | 0.86% | 2.62% | 4.58% | Q2 2018 | Q3 2022 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 18 |
AQR Capital Management | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 18 |
HSBC HOLDINGS PLC | 10 | 1 | 0.00% | 0.09% | 0.20% | Q3 2018 | Q3 2022 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2022 | 18 |
Avestar Capital, LLC | 9 | 7 | 0.06% | 0.19% | 0.43% | Q4 2017 | Q3 2022 | 18 |
PANAGORA ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2022 | 18 |
PEREGRINE CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.23% | 0.68% | Q4 2016 | Q2 2022 | 18 |
EARNEST PARTNERS LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
BENNICAS & ASSOCIATES, INC. | 18 | 18 | 0.23% | 0.37% | 0.67% | Q3 2018 | Q4 2022 | 18 |
Cambridge Investment Research Advisors, Inc. | 15 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 18 |
OPPENHEIMER & CO INC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 17 |
1832 Asset Management L.P. | 11 | 6 | 0.01% | 0.25% | 0.44% | Q4 2017 | Q3 2022 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 17 |
TOTH FINANCIAL ADVISORY CORP | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Point72 Hong Kong Ltd | 10 | 2 | 0.00% | 0.11% | 0.37% | Q3 2016 | Q1 2022 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 17 |
PDT Partners, LLC | 10 | 7 | 0.03% | 0.57% | 1.49% | Q2 2017 | Q4 2021 | 17 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 17 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.18% | 0.34% | Q1 2016 | Q3 2022 | 17 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 17 | 17 | 1.71% | 6.06% | 13.93% | Q2 2018 | Q2 2022 | 17 |
Pendal Group Ltd | 14 | 3 | 0.01% | 2.70% | 6.45% | Q1 2018 | Q3 2022 | 17 |
ADIRONDACK TRUST CO | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2022 | 17 |
M&T BANK CORP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 17 |
CI INVESTMENTS INC. | 16 | 1 | 0.00% | 0.07% | 0.27% | Q4 2015 | Q3 2022 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2022 | 17 |
Motley Fool Asset Management LLC | 11 | 6 | 1.11% | 1.96% | 3.20% | Q2 2018 | Q3 2022 | 17 |
Centiva Capital, LP | 7 | 1 | 0.02% | 0.06% | 0.14% | Q3 2019 | Q3 2022 | 17 |
Capital Research Global Investors | 17 | 17 | 0.14% | 0.35% | 0.68% | Q3 2018 | Q3 2022 | 17 |
Private Advisor Group, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.05% | 0.19% | Q1 2017 | Q1 2022 | 17 |
Baystate Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2022 | 17 |
Weiss Multi-Strategy Advisers LLC | 12 | 5 | 0.02% | 0.11% | 0.25% | Q4 2015 | Q3 2022 | 17 |
GREENLEAF TRUST | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 17 |
MARIETTA INVESTMENT PARTNERS LLC | 17 | 17 | 0.08% | 0.33% | 1.22% | Q3 2018 | Q3 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
BDO Wealth Advisors, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 16 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 1 | 0.00% | 0.08% | 0.17% | Q4 2015 | Q3 2022 | 16 |
Strategy Capital | 16 | 16 | 12.59% | 17.06% | 22.41% | Q4 2018 | Q3 2022 | 16 |
Parkside Financial Bank & Trust | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 16 |
Clarius Group, LLC | 15 | 1 | 0.04% | 0.08% | 0.19% | Q1 2016 | Q3 2022 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2022 | 16 |
NISA INVESTMENT ADVISORS, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.22% | 0.82% | Q4 2016 | Q3 2022 | 16 |
Geneos Wealth Management Inc. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 16 |
Night Owl Capital Management, LLC | 16 | 16 | 1.35% | 2.72% | 4.27% | Q4 2018 | Q3 2022 | 16 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.21% | Q1 2016 | Q1 2022 | 16 |
State of Alaska, Department of Revenue | 9 | 7 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 16 |
STRS OHIO | 10 | 6 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q2 2022 | 16 |
Coastline Trust Co | 16 | 16 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q2 2022 | 16 |
American Portfolios Advisors | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2022 | 16 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Aperio Group, LLC | 15 | 15 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q4 2020 | 15 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 14 | 1 | 0.11% | 0.55% | 1.95% | Q4 2015 | Q3 2022 | 15 |
D'Orazio & Associates, Inc. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2021 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 15 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.06% | 0.16% | Q3 2017 | Q4 2021 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2022 | 15 |
GLENMEDE TRUST CO NA | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.17% | 0.49% | Q4 2016 | Q3 2022 | 15 |
PITCAIRN CO | 15 | 15 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q2 2022 | 15 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.02% | 0.14% | 0.22% | Q1 2019 | Q3 2022 | 15 |
JENNISON ASSOCIATES LLC | 11 | 4 | 0.02% | 0.89% | 2.09% | Q4 2015 | Q3 2022 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Alkeon Capital Management | 9 | 9 | 0.18% | 0.45% | 0.83% | Q3 2020 | Q3 2022 | 15 |
BROWN ADVISORY INC | 11 | 4 | 0.00% | 0.03% | 0.32% | Q2 2018 | Q3 2022 | 15 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q2 2022 | 15 |
CWM, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 15 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Optimus Prime Fund Management Co., Ltd. | 12 | 12 | 0.17% | 1.62% | 3.10% | Q4 2019 | Q3 2022 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 15 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2022 | 15 |
SWS Partners | 11 | 2 | 0.18% | 0.67% | 1.31% | Q3 2018 | Q3 2022 | 15 |
abrdn plc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.06% | 0.32% | Q4 2017 | Q2 2022 | 15 |
Biondo Investment Advisors, LLC | 15 | 15 | 0.07% | 1.29% | 1.89% | Q1 2019 | Q3 2022 | 15 |
Chicago Capital, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2022 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q2 2022 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Sigma Planning Corp | 7 | 3 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q2 2022 | 15 |
FIRST HAWAIIAN BANK | 11 | 3 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2022 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 2 | 0.00% | 0.08% | 0.50% | Q3 2016 | Q3 2022 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 2 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2022 | 14 |
ROYAL LONDON ASSET MANAGEMENT LTD | 13 | 1 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2022 | 14 |
Kovack Advisors, Inc. | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2022 | 14 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.03% | 0.12% | 0.65% | Q4 2018 | Q2 2022 | 14 |
Global Retirement Partners, LLC | 11 | 3 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2022 | 14 |
White Elm Capital, LLC | 14 | 14 | 2.96% | 3.99% | 4.91% | Q3 2016 | Q4 2019 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
BROWN BROTHERS HARRIMAN & CO | 14 | 14 | 0.00% | 0.08% | 1.14% | Q2 2019 | Q3 2022 | 14 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q2 2020 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 14 |
FRED ALGER MANAGEMENT, LLC | 10 | 4 | 0.00% | 0.04% | 0.20% | Q4 2018 | Q2 2022 | 14 |
AVIVA PLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2022 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 14 |
ClariVest Asset Management LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q1 2021 | 14 |
NAVELLIER & ASSOCIATES INC | 14 | 14 | 0.06% | 0.65% | 1.22% | Q3 2018 | Q4 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.08% | 0.26% | 0.54% | Q4 2018 | Q1 2022 | 14 |
Ratan Capital Management LP | 13 | 1 | 0.96% | 2.24% | 4.93% | Q4 2018 | Q2 2022 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.11% | 0.24% | Q4 2018 | Q1 2022 | 14 |
Cresset Asset Management, LLC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 14 |
Stratos Wealth Partners, LTD. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 14 |
V Wealth Advisors LLC | 14 | 14 | 0.07% | 0.10% | 0.24% | Q1 2019 | Q2 2022 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 3 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2021 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 9 | 4 | 0.01% | 0.09% | 0.18% | Q4 2015 | Q3 2019 | 13 |
TEACHERS ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 13 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.15% | 0.41% | Q1 2016 | Q3 2022 | 13 |
Harvest Fund Management Co., Ltd | 4 | 2 | 0.01% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 13 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 13 |
ROMAN BUTLER FULLERTON & CO | 13 | 13 | 0.40% | 0.67% | 1.22% | Q4 2018 | Q4 2021 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 13 |
Schonfeld Strategic Advisors LLC | 7 | 2 | 0.01% | 0.07% | 0.25% | Q4 2017 | Q3 2022 | 13 |
LYELL WEALTH MANAGEMENT, LP | 13 | 13 | 0.66% | 1.27% | 1.62% | Q2 2019 | Q2 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Neuberger Berman Group LLC | 11 | 2 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q3 2022 | 13 |
KBC Group NV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
ARK Investment Management | 10 | 3 | 0.00% | 0.11% | 0.22% | Q4 2018 | Q2 2022 | 13 |
BRYN MAWR TRUST Co | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 13 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.33% | 0.89% | Q2 2020 | Q2 2022 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 2 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q4 2021 | 13 |
TCI Wealth Advisors, Inc. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 13 |
FIRST MERCANTILE TRUST CO | 7 | 2 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2021 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.01% | 0.08% | 0.18% | Q2 2016 | Q2 2020 | 13 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
First Allied Advisory Services, Inc. | 11 | 2 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2020 | 13 |
Sandy Spring Bank | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
PINNACLE ASSOCIATES LTD | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 13 |
WESTPAC BANKING CORP | 12 | 1 | 0.03% | 0.07% | 0.18% | Q4 2015 | Q2 2022 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 13 |
HALL LAURIE J TRUSTEE | 9 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 13 |
L & S Advisors Inc | 13 | 13 | 0.09% | 0.19% | 0.29% | Q2 2019 | Q2 2022 | 13 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.11% | 0.40% | 0.72% | Q3 2017 | Q2 2022 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
World Asset Management Inc | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2021 | 13 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 13 |
Nelson Capital Management, LLC | 12 | 1 | 0.04% | 0.13% | 0.21% | Q4 2017 | Q3 2022 | 13 |
IHT Wealth Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Winslow Capital Management, LLC | 11 | 1 | 0.12% | 1.01% | 1.67% | Q4 2015 | Q3 2022 | 12 |
Sonora Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Center Lake Capital Management, LLC | 9 | 3 | 0.73% | 4.86% | 10.01% | Q1 2019 | Q1 2022 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q2 2022 | 12 |
CIBC Asset Management Inc | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 12 |
SG3 Management, LLC | 3 | 3 | 0.02% | 0.54% | 1.37% | Q1 2019 | Q1 2021 | 12 |
IEQ CAPITAL, LLC | 12 | 12 | 0.76% | 1.08% | 1.42% | Q4 2019 | Q3 2022 | 12 |
Highlander Capital Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q2 2021 | 12 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Capital International Investors | 8 | 4 | 0.02% | 0.06% | 0.15% | Q1 2019 | Q3 2022 | 12 |
CIBC WORLD MARKET INC. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 12 |
AO Asset Management, LP | 10 | 2 | 0.06% | 1.96% | 6.62% | Q4 2015 | Q2 2022 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Qube Research & Technologies Ltd | 12 | 12 | 0.05% | 0.15% | 0.28% | Q4 2019 | Q3 2022 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2022 | 12 |
IBM Retirement Fund | 12 | 12 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q1 2022 | 12 |
Total Clarity Wealth Management, Inc. | 12 | 12 | 0.11% | 0.22% | 0.49% | Q4 2019 | Q3 2022 | 12 |
Holocene Advisors, LP | 5 | 1 | 0.09% | 0.71% | 1.30% | Q3 2018 | Q3 2022 | 12 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 3 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q2 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Melqart Asset Management (UK) Ltd | 12 | 12 | 0.65% | 1.05% | 1.96% | Q3 2019 | Q2 2022 | 12 |
THOMPSON DAVIS & CO., INC. | 12 | 12 | 0.03% | 0.25% | 0.73% | Q4 2015 | Q3 2018 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 12 |
MACKENZIE FINANCIAL CORP | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Column Capital Advisors, LLC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q2 2022 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Vident Investment Advisory, LLC | 8 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2022 | 11 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 4 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2020 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2022 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
CATALYST PRIVATE WEALTH, LLC | 9 | 9 | 0.04% | 31.96% | 49.18% | Q3 2020 | Q3 2022 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Corient Capital Partners, LLC | 11 | 11 | 0.06% | 0.14% | 0.24% | Q1 2020 | Q3 2022 | 11 |
BANK OF NOVA SCOTIA | 6 | 5 | 0.01% | 0.11% | 0.33% | Q1 2019 | Q3 2022 | 11 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.02% | 0.08% | 0.18% | Q1 2019 | Q3 2022 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
WEALTHSOURCE PARTNERS, LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 11 |
Robeco Institutional Asset Management B.V. | 7 | 4 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2022 | 11 |
Polar Capital LLP | 6 | 5 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2020 | 11 |
Avitas Wealth Management LLC | 9 | 2 | 0.15% | 0.38% | 0.64% | Q4 2018 | Q3 2022 | 11 |
Herald Investment Management Ltd | 11 | 11 | 0.16% | 0.24% | 0.34% | Q4 2016 | Q2 2019 | 11 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 11 | 11 | 0.25% | 0.44% | 0.81% | Q1 2020 | Q3 2022 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.04% | 0.20% | 0.37% | Q1 2020 | Q3 2022 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 11 |
People's United Financial, Inc. | 7 | 1 | 0.00% | 0.03% | 0.23% | Q4 2015 | Q1 2022 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Itau Unibanco Holding S.A. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 11 |
DF DENT & CO INC | 11 | 11 | 0.61% | 0.78% | 1.15% | Q1 2020 | Q3 2022 | 11 |
THORNBURG INVESTMENT MANAGEMENT INC | 10 | 1 | 0.05% | 0.48% | 0.70% | Q1 2017 | Q1 2022 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 11 |
Sterling Capital Management LLC | 11 | 11 | 0.01% | 0.04% | 0.13% | Q1 2016 | Q3 2018 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2022 | 11 |
Altshuler Shaham Ltd | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 11 |
CIBC WORLD MARKETS CORP | 9 | 2 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q4 2022 | 11 |
MML INVESTORS SERVICES, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 11 |
Penserra Capital Management LLC | 8 | 3 | 0.00% | 0.76% | 1.43% | Q4 2017 | Q1 2022 | 11 |
AlphaCrest Capital Management LLC | 7 | 4 | 0.01% | 0.11% | 0.23% | Q3 2019 | Q3 2022 | 11 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Oribel Capital Management, LP | 7 | 7 | 0.06% | 0.35% | 0.81% | Q4 2020 | Q2 2022 | 11 |
SVB WEALTH LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 11 |
Zions Bancorporation, N.A. | 11 | 11 | 0.02% | 0.11% | 0.18% | Q1 2020 | Q3 2022 | 11 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 8 | 3 | 0.03% | 0.17% | 0.40% | Q1 2019 | Q1 2022 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Melvin Capital Management LP | 7 | 2 | 0.33% | 1.38% | 2.79% | Q3 2019 | Q1 2022 | 11 |
Smithfield Trust Co | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Cornerstone Wealth Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2022 | 10 |
First Horizon Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 10 |
FRIESS ASSOCIATES LLC | 10 | 10 | 0.69% | 1.05% | 1.46% | Q4 2015 | Q1 2018 | 10 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 10 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q2 2022 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
MASTRAPASQUA ASSET MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Capital World Investors | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Claraphi Advisory Network, LLC | 5 | 2 | 0.09% | 0.15% | 0.25% | Q1 2019 | Q4 2021 | 10 |
Allen Investment Management, LLC | 10 | 10 | 0.10% | 0.13% | 0.20% | Q1 2020 | Q2 2022 | 10 |
Red Spruce Capital, LLC | 10 | 10 | 0.26% | 0.33% | 0.51% | Q2 2020 | Q3 2022 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 10 |
Ellevest, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2022 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Caption Management, LLC | 2 | 1 | 0.02% | 0.28% | 1.08% | Q1 2019 | Q3 2021 | 10 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.16% | 0.51% | Q4 2015 | Q1 2022 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Redhawk Wealth Advisors, Inc. | 10 | 10 | 0.14% | 0.23% | 0.36% | Q3 2018 | Q4 2020 | 10 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 10 | 10 | 0.17% | 0.32% | 0.75% | Q3 2019 | Q4 2021 | 10 |
FIRST FOUNDATION ADVISORS | 6 | 4 | 0.01% | 0.05% | 0.16% | Q1 2018 | Q1 2022 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 10 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.08% | 0.16% | 0.36% | Q4 2015 | Q1 2018 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Opes Wealth Management LLC | 10 | 10 | 0.18% | 0.28% | 0.42% | Q2 2020 | Q3 2022 | 10 |
ROCKY MOUNTAIN ADVISERS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Insight Holdings Group, LLC | 10 | 10 | 0.07% | 0.28% | 0.49% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Belpointe Asset Management LLC | 7 | 3 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2022 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Rehmann Capital Advisory Group | 7 | 3 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2021 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q1 2022 | 10 |
Interval Partners, LP | 3 | 2 | 0.02% | 0.25% | 0.49% | Q3 2019 | Q2 2022 | 10 |
Malaga Cove Capital, LLC | 10 | 10 | 0.40% | 0.70% | 0.93% | Q4 2018 | Q1 2021 | 10 |
Fisher Asset Management, LLC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q3 2022 | 10 |
Catalyst Capital Advisors LLC | 8 | 2 | 0.00% | 0.04% | 0.18% | Q4 2015 | Q3 2022 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 1 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 10 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 10 | 10 | 0.03% | 0.19% | 0.49% | Q3 2016 | Q4 2018 | 10 |
Karani Asset Management LLC | 5 | 5 | 0.36% | 0.69% | 1.14% | Q4 2019 | Q3 2022 | 10 |
Mount Yale Investment Advisors, LLC | 10 | 10 | 0.08% | 0.26% | 0.56% | Q2 2020 | Q3 2022 | 10 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.22% | 0.71% | Q1 2019 | Q4 2021 | 10 |
Summit Trail Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 10 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Diversified Trust Co | 10 | 10 | 0.01% | 0.09% | 0.16% | Q2 2020 | Q3 2022 | 10 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 3 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2022 | 10 |
Tiger Eye Capital LLC | 6 | 1 | 0.06% | 1.74% | 5.71% | Q3 2018 | Q4 2021 | 10 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 10 | 0.01% | 0.42% | 0.76% | Q1 2020 | Q2 2022 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Brown Capital Management | 10 | 10 | 0.03% | 0.25% | 0.42% | Q2 2020 | Q3 2022 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
SRS Capital Advisors, Inc. | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
King Wealth Management Group | 9 | 9 | 0.18% | 0.30% | 0.44% | Q2 2020 | Q2 2022 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.05% | 0.13% | 0.44% | Q3 2020 | Q3 2022 | 9 |
Intrinsic Edge Capital Management LLC | 9 | 9 | 0.12% | 0.98% | 3.70% | Q4 2018 | Q4 2020 | 9 |
Athanor Capital, LP | 5 | 1 | 0.07% | 0.50% | 1.63% | Q4 2018 | Q2 2021 | 9 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Pier Capital, LLC | 9 | 9 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q4 2019 | 9 |
Calamos Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 9 |
Stony Point Capital LLC | 9 | 9 | 2.40% | 5.19% | 8.26% | Q4 2019 | Q4 2021 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2022 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.59% | 0.74% | 0.91% | Q2 2020 | Q2 2022 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 9 |
BRIGHTON JONES LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 1 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q1 2022 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 9 |
Arden Trust Co | 9 | 9 | 0.00% | 0.19% | 0.33% | Q1 2020 | Q1 2022 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
CNB Bank | 9 | 9 | 0.08% | 0.19% | 0.31% | Q3 2020 | Q3 2022 | 9 |
B. Riley Wealth Advisors, Inc. | 7 | 2 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2022 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2022 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2022 | 9 |
Meristem Family Wealth, LLC | 9 | 9 | 0.15% | 0.21% | 0.29% | Q1 2020 | Q1 2022 | 9 |
Empowered Funds, LLC | 5 | 1 | 0.21% | 0.43% | 0.55% | Q1 2018 | Q4 2021 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Avalon Investment & Advisory | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 9 |
CIBC Private Wealth Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 9 |
Wealth Alliance | 9 | 9 | 0.07% | 0.12% | 0.20% | Q3 2020 | Q3 2022 | 9 |
PointState Capital LP | 5 | 4 | 0.02% | 1.01% | 2.32% | Q1 2019 | Q2 2021 | 9 |
Avion Wealth | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
Financial Management Professionals, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Hardman Johnston Global Advisors LLC | 9 | 9 | 3.98% | 9.09% | 12.40% | Q2 2020 | Q2 2022 | 9 |
XPONANCE, INC. | 9 | 9 | 0.06% | 0.07% | 0.11% | Q2 2020 | Q2 2022 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 5 | 4 | 0.01% | 0.28% | 0.66% | Q1 2020 | Q3 2022 | 9 |
Quantinno Capital Management LP | 5 | 1 | 0.06% | 0.16% | 0.34% | Q4 2018 | Q3 2022 | 9 |
OXFORD ASSET MANAGEMENT LLP | 9 | 9 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q4 2019 | 9 |
Lone Pine Capital | 4 | 2 | 0.03% | 1.95% | 2.91% | Q2 2019 | Q2 2022 | 9 |
Perennial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 8 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Simplicity Solutions, LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2022 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.19% | Q4 2017 | Q2 2021 | 8 |
Segment Wealth Management, LLC | 8 | 8 | 0.05% | 0.13% | 0.19% | Q2 2020 | Q1 2022 | 8 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2022 | 8 |
OBERNDORF WILLIAM E | 8 | 8 | 0.91% | 16.61% | 38.19% | Q4 2020 | Q3 2022 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.06% | 0.09% | 0.17% | Q3 2020 | Q2 2022 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.11% | 0.23% | 0.47% | Q4 2020 | Q3 2022 | 8 |
NIA IMPACT ADVISORS, LLC | 8 | 8 | 0.74% | 1.07% | 1.40% | Q4 2020 | Q3 2022 | 8 |
Crewe Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 8 |
Proficio Capital Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2021 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Concorde Asset Management, LLC | 5 | 3 | 0.34% | 0.86% | 1.54% | Q2 2019 | Q3 2021 | 8 |
CQS Cayman LP | 8 | 8 | 0.21% | 0.56% | 0.77% | Q4 2015 | Q3 2017 | 8 |
TELEMUS CAPITAL, LLC | 7 | 1 | 0.02% | 0.11% | 0.15% | Q1 2019 | Q3 2021 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 8 | 0.11% | 0.23% | 0.33% | Q4 2019 | Q3 2021 | 8 |
Quantum Capital Management, LLC / NJ | 8 | 8 | 0.46% | 1.60% | 2.95% | Q4 2016 | Q3 2018 | 8 |
Snowden Capital Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2022 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Horizon Investments, LLC | 8 | 8 | 0.01% | 0.05% | 0.28% | Q4 2020 | Q3 2022 | 8 |
Jackson, Grant Investment Advisers, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 1 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q2 2022 | 8 |
Louisiana State Employees Retirement System | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 8 | 1.19% | 1.35% | 1.56% | Q3 2020 | Q2 2022 | 8 |
PUTNAM INVESTMENTS LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2022 | 8 |
Atria Investments, Inc | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
HMS Capital Management, LLC | 5 | 5 | 0.12% | 0.35% | 0.69% | Q2 2020 | Q2 2021 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.15% | 0.29% | Q3 2019 | Q3 2022 | 8 |
METROPOLITAN LIFE INSURANCE CO/NY | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.10% | 0.19% | 0.28% | Q4 2020 | Q3 2022 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.46% | 1.01% | 1.55% | Q4 2020 | Q3 2022 | 8 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2021 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q2 2019 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
MAVERICK CAPITAL LTD | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 8 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 8 | 0.00% | 0.14% | 0.28% | Q4 2020 | Q3 2022 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.04% | 0.13% | 0.19% | Q4 2020 | Q3 2022 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
DOMINI IMPACT INVESTMENTS LLC | 8 | 8 | 4.24% | 5.68% | 7.38% | Q1 2018 | Q4 2019 | 8 |
Capital International, Inc./CA/ | 8 | 8 | 0.38% | 0.58% | 0.90% | Q4 2020 | Q3 2022 | 8 |
SANDERS MORRIS HARRIS LLC | 6 | 2 | 0.12% | 0.15% | 0.19% | Q3 2020 | Q3 2022 | 8 |
Manchester Capital Management LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Stanley-Laman Group, Ltd. | 4 | 4 | 1.03% | 1.31% | 1.53% | Q1 2021 | Q3 2023 | 8 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Kayak Investment Partners LLC | 8 | 8 | 1.98% | 2.99% | 4.06% | Q4 2019 | Q3 2021 | 8 |
Norinchukin Bank, The | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ProShare Advisors LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
KCL Capital, L.P. | 6 | 2 | 0.36% | 1.14% | 2.40% | Q3 2020 | Q3 2022 | 8 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.10% | 0.25% | 0.32% | Q3 2020 | Q2 2022 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Dai-ichi Life Insurance Company, Ltd | 8 | 8 | 0.16% | 0.23% | 0.31% | Q4 2020 | Q3 2022 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2020 | 8 |
OppenheimerFunds, Inc. | 6 | 2 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q1 2019 | 8 |
APPLIED RESEARCH INVESTMENTS, LLC | 8 | 8 | 0.92% | 2.01% | 3.32% | Q2 2020 | Q1 2022 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2022 | 8 |
PROFUND ADVISORS LLC | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Green Alpha Advisors, LLC | 8 | 8 | 0.30% | 0.80% | 1.08% | Q4 2020 | Q3 2022 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
DIKER MANAGEMENT LLC | 5 | 1 | 1.30% | 2.33% | 3.84% | Q1 2020 | Q3 2022 | 8 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2021 | 8 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 8 |
SQN Investors LP | 7 | 7 | 1.50% | 5.46% | 8.69% | Q1 2021 | Q3 2022 | 7 |
Geller Advisors LLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q1 2022 | 7 |
MONTAG A & ASSOCIATES INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 3 | 0.01% | 0.47% | 0.94% | Q2 2018 | Q3 2022 | 7 |
Blueshift Asset Management, LLC | 6 | 1 | 0.04% | 0.15% | 0.30% | Q4 2019 | Q3 2022 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2022 | 7 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2022 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 7 |
Triasima Portfolio Management inc. | 7 | 7 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q2 2022 | 7 |
BARINGS LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
FULTON BANK, N.A. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2022 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.04% | 0.09% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.17% | 0.26% | 0.35% | Q4 2017 | Q3 2022 | 7 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q2 2022 | 7 |
Pacer Advisors, Inc. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
CenturyLink Investment Management Co | 7 | 7 | 0.39% | 0.52% | 0.66% | Q2 2017 | Q4 2018 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.04% | 0.69% | 2.38% | Q4 2018 | Q3 2022 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Virtue Capital Management, LLC | 7 | 7 | 0.15% | 0.30% | 0.47% | Q3 2020 | Q1 2022 | 7 |
AGF INVESTMENTS INC. | 5 | 1 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q1 2020 | 7 |
TURNER INVESTMENTS LLC | 7 | 7 | 0.01% | 0.64% | 1.99% | Q2 2016 | Q4 2017 | 7 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.03% | 0.34% | 1.04% | Q4 2019 | Q1 2022 | 7 |
Harvest Investment Services, LLC | 7 | 7 | 0.34% | 0.59% | 0.91% | Q2 2020 | Q4 2021 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Maryland State Retirement & Pension System | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
CHICAGO EQUITY PARTNERS LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
Evanson Asset Management, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 7 |
AXIOM INVESTORS LLC /DE | 3 | 2 | 0.01% | 0.33% | 0.64% | Q3 2019 | Q4 2021 | 7 |
Bay Harbor Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 7 |
CLOVERFIELDS CAPITAL GROUP, LP | 5 | 2 | 0.45% | 0.62% | 0.87% | Q4 2020 | Q3 2022 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.20% | 0.36% | Q4 2017 | Q3 2022 | 7 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.13% | 0.46% | Q4 2017 | Q2 2022 | 7 |
Swedbank | 7 | 7 | 0.00% | 0.44% | 0.83% | Q1 2018 | Q3 2019 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.17% | 0.31% | Q1 2017 | Q3 2022 | 7 |
Cavalier Investments, LLC | 7 | 7 | 0.12% | 0.22% | 0.36% | Q3 2018 | Q1 2020 | 7 |
First Growth Investment Manager LP | 4 | 2 | 2.09% | 4.48% | 8.79% | Q4 2020 | Q3 2022 | 7 |
Freestone Capital Holdings, LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Steadview Capital Management LLC | 7 | 7 | 2.10% | 3.40% | 4.39% | Q4 2020 | Q2 2022 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 7 |
Arabesque Asset Management Ltd | 4 | 1 | 0.55% | 1.10% | 2.47% | Q4 2018 | Q2 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 6 | 1 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q4 2020 | 7 |
Echo Street Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 7 |
Capital Bank & Trust Co | 4 | 3 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q2 2021 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Wealthspire Advisors, L.P. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2020 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Durable Capital Partners LP | 4 | 3 | 0.81% | 3.22% | 6.51% | Q1 2020 | Q3 2022 | 7 |
Jackson Square Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Blue Whale Capital LLP | 7 | 7 | 0.56% | 6.32% | 11.76% | Q4 2020 | Q2 2022 | 7 |
Sciencast Management LP | 4 | 1 | 0.15% | 0.32% | 0.71% | Q4 2018 | Q2 2021 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Cable Hill Partners, LLC | 3 | 2 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q1 2022 | 7 |
Joel Isaacson & Co., LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 7 |
AHL Partners LLP | 7 | 7 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q4 2017 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q1 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Ashe Capital Management, LP | 6 | 6 | 4.37% | 7.86% | 11.41% | Q2 2021 | Q3 2022 | 6 |
GARDNER LEWIS ASSET MANAGEMENT L P | 4 | 1 | 0.14% | 0.56% | 1.03% | Q4 2019 | Q3 2022 | 6 |
MOODY LYNN & LIEBERSON, LLC | 6 | 6 | 0.14% | 0.54% | 1.45% | Q2 2021 | Q3 2022 | 6 |
CIGNA INVESTMENTS INC /NEW | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Bancorp, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 6 |
Twin Lakes Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Pearl River Capital, LLC | 2 | 2 | 0.10% | 0.19% | 0.32% | Q4 2019 | Q2 2022 | 6 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 6 |
Covenant Asset Management, LLC | 4 | 1 | 0.16% | 0.60% | 1.05% | Q3 2019 | Q1 2021 | 6 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.18% | 0.28% | Q4 2020 | Q3 2022 | 6 |
Candlestick Capital Management LP | 4 | 2 | 0.23% | 0.96% | 1.26% | Q1 2021 | Q3 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Ardevora Asset Management LLP | 4 | 1 | 0.45% | 0.92% | 1.29% | Q2 2019 | Q3 2022 | 6 |
Banco Santander, S.A. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 6 |
Legal Advantage Investments, Inc. | 6 | 6 | 1.49% | 1.94% | 2.45% | Q4 2020 | Q1 2022 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Mutual Advisors, LLC | 4 | 2 | 0.01% | 2.97% | 4.74% | Q3 2018 | Q4 2021 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2022 | 6 |
Soros Fund Management | 3 | 3 | 0.10% | 0.20% | 0.31% | Q1 2021 | Q3 2022 | 6 |
Covenant Partners, LLC | 5 | 1 | 0.09% | 0.26% | 0.44% | Q1 2021 | Q3 2022 | 6 |
FCF Advisors LLC | 6 | 6 | 0.22% | 0.84% | 1.16% | Q1 2021 | Q2 2022 | 6 |
MYDA Advisors LLC | 3 | 2 | 0.17% | 0.64% | 1.84% | Q3 2018 | Q4 2019 | 6 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 6 |
Investment Research & Advisory Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.40% | 1.72% | Q4 2015 | Q2 2022 | 6 |
Trellus Management Company, LLC | 4 | 2 | 0.33% | 0.57% | 0.79% | Q3 2019 | Q1 2021 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Quantamental Technologies LLC | 4 | 1 | 0.02% | 0.19% | 0.70% | Q1 2019 | Q3 2022 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PineBridge Investments, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q4 2019 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2021 | 6 |
Pinnacle Wealth Planning Services, Inc. | 5 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Crossmark Global Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Lee Financial Co | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 6 |
FinTrust Capital Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Coatue Management | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BAMCO INC /NY/ | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
HARTLINE INVESTMENT CORP/ | 6 | 6 | 0.07% | 0.27% | 0.38% | Q1 2019 | Q2 2020 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.01% | 0.08% | 0.17% | Q4 2015 | Q1 2017 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q2 2022 | 6 |
Capitolis Advisors LLC | 5 | 5 | 0.04% | 0.08% | 0.20% | Q4 2020 | Q4 2021 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q1 2022 | 5 |
Neo Ivy Capital Management | 3 | 2 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q2 2022 | 5 |
Amundi | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q4 2019 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.02% | 0.80% | 1.70% | Q2 2019 | Q4 2021 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Symmetry Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 5 |
ING GROEP NV | 5 | 5 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q2 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.04% | 0.05% | Q1 2016 | Q2 2022 | 5 |
Dragoneer Investment Group | 5 | 5 | 0.80% | 4.52% | 7.46% | Q4 2015 | Q4 2016 | 5 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.30% | 0.67% | Q2 2018 | Q1 2021 | 5 |
Siemens Fonds Invest GmbH | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
GOBI CAPITAL LLC | 5 | 5 | 2.00% | 4.27% | 6.15% | Q4 2020 | Q4 2021 | 5 |
Ethic Inc. | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2022 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q2 2018 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BlackRock Group LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.12% | 0.38% | Q4 2016 | Q1 2020 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
MUFG Securities EMEA plc | 4 | 1 | 0.00% | 0.09% | 0.25% | Q4 2019 | Q2 2021 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 5 |
Cinctive Capital Management LP | 4 | 1 | 0.10% | 0.26% | 0.52% | Q1 2021 | Q2 2022 | 5 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q4 2020 | 5 |
Codex Capital, L.L.C. | 5 | 5 | 0.29% | 0.94% | 1.34% | Q4 2021 | Q4 2022 | 5 |
PAX Financial Group, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2022 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2018 | 5 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.05% | 0.09% | 0.23% | Q1 2019 | Q3 2021 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.06% | 0.30% | 0.52% | Q1 2020 | Q2 2022 | 5 |
Arlington Financial Advisors, LLC | 5 | 5 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q4 2021 | 5 |
KB FINANCIAL PARTNERS, LLC | 3 | 2 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 2.32% | 3.28% | 4.48% | Q3 2021 | Q3 2022 | 5 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 5 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Tributary Capital Management, LLC | 5 | 5 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q3 2020 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.11% | 0.24% | 0.39% | Q4 2020 | Q4 2021 | 5 |
VIRIDIAN RIA, LLC | 5 | 5 | 0.40% | 0.52% | 0.60% | Q2 2019 | Q2 2020 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.18% | 0.22% | 0.28% | Q1 2019 | Q1 2020 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.15% | 0.21% | 0.31% | Q4 2017 | Q3 2022 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.33% | 0.41% | 0.59% | Q3 2020 | Q3 2021 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Chiron Investment Management, LLC | 4 | 1 | 0.12% | 1.30% | 2.34% | Q1 2020 | Q1 2022 | 5 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2022 | 5 |
LVW Advisors, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Paradigm Financial Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 5 |
Olympiad Research LP | 3 | 2 | 0.07% | 0.18% | 0.31% | Q1 2020 | Q3 2021 | 5 |
XTX Topco Ltd | 3 | 2 | 0.14% | 0.22% | 0.48% | Q2 2021 | Q3 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.07% | 0.12% | Q2 2020 | Q2 2021 | 5 |
Independent Advisor Alliance | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Clean Yield Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.04% | 0.75% | 1.82% | Q3 2017 | Q3 2022 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2022 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2022 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.10% | 0.27% | Q4 2018 | Q1 2021 | 5 |
Advisor OS, LLC | 5 | 5 | 0.06% | 0.14% | 0.22% | Q3 2021 | Q3 2022 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2021 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.02% | 0.08% | 0.15% | Q3 2016 | Q4 2021 | 5 |
Jericho Capital Asset Management L.P. | 4 | 1 | 1.76% | 2.23% | 3.46% | Q1 2020 | Q3 2021 | 5 |
SCOTIA CAPITAL INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 5 |
Standard Family Office LLC | 3 | 2 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q3 2022 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.34% | 0.48% | 0.62% | Q1 2021 | Q1 2022 | 5 |
Veritable, L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Nationwide Fund Advisors | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.08% | 0.12% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Grove Bank & Trust | 4 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 5 |
First Personal Financial Services | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
FORA Capital, LLC | 4 | 1 | 0.27% | 0.37% | 0.67% | Q4 2020 | Q1 2022 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 0.26% | 0.54% | 0.72% | Q2 2020 | Q2 2021 | 5 |
E Fund Management Co., Ltd. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 5 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.08% | 0.28% | Q2 2021 | Q3 2022 | 5 |
State of Wyoming | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2022 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Saturna Capital CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
AlpInvest Partners B.V. | 5 | 5 | 11.87% | 29.88% | 43.47% | Q2 2016 | Q2 2017 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.16% | 0.37% | Q1 2021 | Q1 2022 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.10% | 0.25% | 0.56% | Q4 2020 | Q2 2022 | 5 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
HERSHEY TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
COWA, LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.02% | 0.14% | 0.21% | Q4 2021 | Q3 2022 | 4 |
DE BURLO GROUP INC | 4 | 4 | 0.57% | 1.75% | 2.82% | Q4 2017 | Q3 2018 | 4 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q1 2020 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CLINTON GROUP INC | 3 | 1 | 0.03% | 0.14% | 0.40% | Q4 2016 | Q1 2018 | 4 |
Strategic Blueprint, LLC | 2 | 2 | 0.00% | 0.09% | 0.22% | Q2 2021 | Q3 2021 | 4 |
Platform Technology Partners | 2 | 1 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q3 2022 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q2 2019 | 4 |
Capital CS Group, LLC | 4 | 4 | 0.28% | 0.42% | 0.54% | Q4 2021 | Q3 2022 | 4 |
Icon Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Delta Investment Management, LLC | 2 | 2 | 0.56% | 1.00% | 1.33% | Q2 2019 | Q4 2021 | 4 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 1.79% | 2.31% | 2.85% | Q4 2020 | Q2 2022 | 4 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 0.24% | 0.29% | 0.33% | Q3 2021 | Q2 2022 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
AUA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Beck Bode, LLC | 4 | 4 | 0.54% | 1.07% | 1.45% | Q4 2019 | Q3 2020 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 4 | 4 | 2.21% | 2.53% | 3.34% | Q4 2021 | Q3 2022 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
One01 Capital, LP | 4 | 4 | 4.26% | 7.76% | 11.80% | Q2 2021 | Q1 2022 | 4 |
Core Alternative Capital | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Atom Investors LP | 2 | 2 | 0.09% | 0.36% | 0.54% | Q2 2019 | Q3 2020 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.11% | 1.30% | 2.96% | Q4 2015 | Q2 2020 | 4 |
Kopp Family Office, LLC | 4 | 4 | 4.04% | 4.92% | 6.34% | Q4 2022 | Q3 2023 | 4 |
LGT Group Foundation | 4 | 4 | 0.14% | 0.15% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q4 2019 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Weiss Asset Management LP | 2 | 2 | 0.01% | 0.14% | 0.33% | Q4 2020 | Q3 2022 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q2 2020 | 4 |
Parkwood LLC | 2 | 1 | 0.18% | 0.56% | 0.92% | Q2 2020 | Q2 2022 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Leonetti & Associates, LLC | 4 | 4 | 1.55% | 1.91% | 2.12% | Q1 2018 | Q4 2018 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q3 2022 | 4 |
Key FInancial Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.03% | 0.36% | 0.60% | Q4 2017 | Q3 2018 | 4 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.03% | 0.44% | 1.47% | Q1 2018 | Q2 2020 | 4 |
Addison Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
D1 Capital Partners L.P. | 3 | 1 | 0.58% | 2.70% | 5.47% | Q4 2020 | Q3 2022 | 4 |
BOKF, NA | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 4 |
Financial Advocates Investment Management | 2 | 2 | 0.04% | 0.08% | 0.13% | Q3 2021 | Q3 2022 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Jeneq Management LP | 3 | 1 | 3.87% | 11.58% | 19.09% | Q4 2018 | Q3 2022 | 4 |
AXS Investments LLC | 4 | 4 | 0.26% | 0.57% | 1.12% | Q4 2021 | Q3 2022 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SORA INVESTORS LLC | 4 | 4 | 0.19% | 1.05% | 1.59% | Q4 2021 | Q3 2022 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Austin Asset Management Co Inc | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2022 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Synergy Financial Group, LTD | 4 | 4 | 0.98% | 1.17% | 1.34% | Q4 2021 | Q3 2022 | 4 |
MCF Advisors LLC | 4 | 4 | 0.14% | 14.67% | 58.16% | Q4 2021 | Q3 2022 | 4 |
YOUSIF CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q1 2022 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.04% | 0.27% | 0.87% | Q1 2017 | Q3 2022 | 4 |
Aequim Alternative Investments LP | 4 | 4 | 1.17% | 1.71% | 2.45% | Q2 2019 | Q1 2020 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.26% | 0.47% | 0.65% | Q4 2020 | Q3 2022 | 4 |
DUNCKER STREETT & CO INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CI Global Investments Inc. | 3 | 1 | 0.04% | 1.02% | 1.88% | Q1 2016 | Q3 2018 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 4 |
BREAKLINE CAPITAL LLC | 2 | 1 | 1.18% | 1.84% | 3.17% | Q3 2019 | Q2 2022 | 4 |
Cribstone Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Alight Capital Management LP | 2 | 1 | 0.69% | 1.34% | 1.87% | Q4 2020 | Q3 2022 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.10% | 0.20% | 0.32% | Q1 2019 | Q4 2021 | 4 |
ADE, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
CenterStar Asset Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q4 2020 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.11% | 0.13% | 0.17% | Q3 2021 | Q2 2022 | 4 |
GUERRA PAN ADVISORS, LLC | 4 | 4 | 0.31% | 0.38% | 0.46% | Q4 2021 | Q3 2022 | 4 |
Assenagon Asset Management S.A. | 3 | 1 | 0.01% | 0.07% | 0.19% | Q2 2021 | Q2 2022 | 4 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.08% | 0.22% | 0.44% | Q4 2020 | Q1 2022 | 4 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.31% | 0.34% | 0.35% | Q4 2018 | Q3 2019 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 4 |
BP PLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q2 2020 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Woodline Partners LP | 2 | 1 | 0.01% | 0.28% | 0.46% | Q3 2021 | Q3 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.39% | 0.65% | Q4 2016 | Q3 2022 | 3 |
USS Investment Management Ltd | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Watershed Asset Management, L.L.C. | 3 | 3 | 1.73% | 2.00% | 2.16% | Q1 2022 | Q3 2022 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2010 | Q4 2021 | 3 |
Duquesne Family Office | 3 | 3 | 0.04% | 0.11% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Spouting Rock Asset Management, LLC | 2 | 1 | 0.07% | 0.17% | 0.34% | Q4 2019 | Q2 2021 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.51% | 0.68% | 0.78% | Q4 2019 | Q3 2020 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.12% | 0.17% | Q3 2020 | Q4 2021 | 3 |
Andar Capital Management HK Ltd | 3 | 3 | 4.55% | 6.26% | 8.92% | Q2 2021 | Q4 2021 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q3 2020 | Q1 2021 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.51% | 0.59% | 0.72% | Q4 2021 | Q2 2022 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.12% | 0.20% | Q2 2022 | Q4 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3 | 3 | 0.04% | 0.21% | 0.32% | Q1 2019 | Q3 2019 | 3 |
Cipher Capital LP | 1 | 1 | 0.06% | 0.22% | 0.31% | Q3 2018 | Q3 2022 | 3 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.17% | 0.21% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Alta Wealth Advisors LLC | 3 | 3 | 0.82% | 0.97% | 1.19% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.06% | 0.18% | Q3 2021 | Q1 2022 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.50% | 0.81% | 1.22% | Q1 2018 | Q1 2020 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 3 |
Larson Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Lucha Capital Management, LP | 2 | 1 | 0.95% | 2.38% | 3.22% | Q4 2017 | Q3 2019 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
American Trust | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
First Trust Direct Indexing L.P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 3 |
Callahan Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Sylebra Capital Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2016 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 0.44% | 2.16% | 3.32% | Q4 2020 | Q4 2021 | 3 |
GAM Holding AG | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q1 2019 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 3 |
Resolute Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 3 |
Quent Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Kolinsky Wealth Management, LLC | 2 | 1 | 0.20% | 0.30% | 0.34% | Q4 2021 | Q3 2022 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Yarbrough Capital, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.19% | 0.46% | 0.74% | Q1 2018 | Q3 2019 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.30% | 0.33% | 0.37% | Q3 2018 | Q1 2019 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.31% | 0.42% | 0.48% | Q1 2022 | Q3 2022 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 3 |
INVESTMENT PARTNERS, LTD. | 3 | 3 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Cupps Capital Management, LLC | 2 | 1 | 0.09% | 0.24% | 0.51% | Q4 2015 | Q3 2016 | 3 |
Mizuho Securities Co. Ltd. | 2 | 1 | 0.03% | 0.15% | 0.37% | Q1 2019 | Q4 2019 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.04% | 0.39% | 0.57% | Q2 2020 | Q2 2020 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.24% | 0.32% | Q1 2020 | Q4 2020 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 1.86% | 2.04% | 2.38% | Q4 2021 | Q2 2022 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.18% | 1.02% | 1.51% | Q1 2019 | Q2 2019 | 3 |
True North Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.17% | 0.22% | 0.25% | Q2 2021 | Q4 2021 | 3 |
OAKBROOK INVESTMENTS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.18% | 0.25% | 0.36% | Q4 2015 | Q1 2022 | 3 |
Wahed Invest LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Disciplined Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.03% | 0.10% | 0.21% | Q3 2018 | Q1 2019 | 3 |
Gulf International Bank (UK) Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Marcho Partners LLP | 3 | 3 | 1.32% | 1.39% | 1.42% | Q3 2020 | Q1 2021 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 3 |
PFG Advisors | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q1 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
RAIFF PARTNERS INC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.28% | 0.76% | Q3 2019 | Q3 2019 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.22% | 0.28% | Q3 2021 | Q1 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.25% | 0.29% | 0.35% | Q1 2018 | Q2 2020 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CX Institutional | 3 | 3 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q3 2022 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q2 2019 | 3 |
PGGM Investments | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.10% | 0.26% | Q2 2020 | Q3 2022 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
NEIRG Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Insight Folios Inc | 3 | 3 | 0.13% | 0.14% | 0.17% | Q3 2021 | Q1 2022 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 3 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.12% | 0.50% | 1.22% | Q1 2021 | Q4 2021 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2017 | 3 |
HAMILTON LANE ADVISORS LLC | 3 | 3 | 0.31% | 0.68% | 1.12% | Q3 2016 | Q1 2017 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q2 2020 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2022 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Signition LP | 3 | 3 | 0.97% | 1.24% | 1.46% | Q4 2018 | Q2 2019 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Atlas Principals, LLC | 3 | 3 | 0.74% | 1.54% | 2.42% | Q2 2020 | Q4 2020 | 3 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.13% | 0.24% | 0.35% | Q2 2021 | Q3 2022 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.06% | 0.23% | 0.52% | Q4 2021 | Q2 2022 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Alta Advisers Ltd | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Draper Asset Management, LLC | 1 | 1 | 0.00% | 0.50% | 1.00% | Q4 2020 | Q4 2020 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.93% | 0.99% | 1.05% | Q1 2019 | Q2 2019 | 2 |
Tairen Capital Ltd | 1 | 1 | 1.62% | 1.92% | 2.21% | Q2 2019 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 0.37% | 0.48% | 0.58% | Q1 2022 | Q2 2022 | 2 |
CIM, LLC | 2 | 2 | 0.19% | 0.25% | 0.30% | Q2 2018 | Q3 2018 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.51% | 0.98% | Q4 2021 | Q2 2022 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.29% | 0.32% | 0.34% | Q1 2022 | Q2 2022 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q2 2020 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.54% | 1.37% | 2.20% | Q1 2020 | Q2 2020 | 2 |
Leap Investments LP | 2 | 2 | 0.19% | 0.40% | 0.60% | Q3 2019 | Q4 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.16% | 0.22% | 0.28% | Q3 2019 | Q2 2020 | 2 |
Polianta Ltd | 1 | 1 | 0.48% | 0.55% | 0.61% | Q2 2019 | Q1 2021 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Wolf Hill Capital Management, LP | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.25% | 0.28% | 0.31% | Q2 2022 | Q3 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.70% | 1.04% | 1.37% | Q2 2018 | Q3 2021 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.58% | 0.59% | 0.60% | Q4 2018 | Q3 2021 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.41% | 0.51% | 0.62% | Q3 2020 | Q2 2021 | 2 |
Proem Advisors LLC | 2 | 2 | 1.74% | 2.80% | 3.85% | Q2 2022 | Q3 2022 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
GENERAL ATLANTIC, L.P. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2021 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q1 2018 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Morse Asset Management, Inc | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q2 2019 | 2 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q2 2020 | 2 |
Telemark Asset Management, LLC | 1 | 1 | 0.52% | 0.81% | 1.10% | Q3 2020 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.31% | 0.42% | 0.53% | Q1 2019 | Q2 2019 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.20% | 0.28% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.04% | 0.61% | 1.17% | Q1 2020 | Q3 2022 | 2 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Tenere Capital LLC | 1 | 1 | 3.45% | 3.52% | 3.59% | Q1 2022 | Q3 2022 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Grassi Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2020 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Whale Rock Capital Management | 2 | 2 | 0.56% | 1.09% | 1.63% | Q4 2015 | Q1 2016 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Monaco Asset Management SAM | 2 | 2 | 0.28% | 0.31% | 0.34% | Q4 2021 | Q1 2022 | 2 |
ASTURIAS CAPITAL LLC | 2 | 2 | 1.50% | 3.78% | 6.06% | Q3 2019 | Q4 2019 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.06% | 0.20% | 0.35% | Q1 2022 | Q2 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.08% | 0.36% | 0.63% | Q1 2019 | Q4 2019 | 2 |
Perpetual Ltd | 1 | 1 | 0.26% | 0.27% | 0.28% | Q1 2020 | Q3 2020 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2021 | Q3 2021 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
First Pacific Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q4 2016 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 2 |
Dakota Wealth Management | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q3 2021 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.21% | 0.41% | Q1 2022 | Q3 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MITCHELL CAPITAL MANAGEMENT CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Sheets Smith Investment Management | 1 | 1 | 0.67% | 0.83% | 0.99% | Q4 2020 | Q4 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Maytus Capital Management, LLC | 1 | 1 | 0.48% | 2.11% | 3.73% | Q4 2018 | Q2 2022 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.18% | 0.24% | 0.31% | Q1 2020 | Q2 2020 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Lunia Capital LP | 2 | 2 | 1.57% | 2.03% | 2.50% | Q4 2019 | Q1 2020 | 2 |
Ithaka Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.30% | 2.30% | 3.29% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GQG Partners LLC | 2 | 2 | 0.57% | 0.76% | 0.95% | Q1 2020 | Q2 2020 | 2 |
WoodTrust Financial Corp | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.48% | 0.69% | 0.90% | Q2 2021 | Q3 2021 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.48% | 0.49% | 0.49% | Q1 2020 | Q2 2020 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Maven Securities LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Force Capital Management LLC | 2 | 2 | 0.63% | 0.79% | 0.95% | Q2 2018 | Q3 2018 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2022 | Q3 2022 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.13% | 0.23% | Q3 2019 | Q1 2020 | 2 |
TCW GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Paulson & Co. | 2 | 2 | 0.06% | 0.13% | 0.19% | Q1 2017 | Q2 2017 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.46% | 0.81% | 1.17% | Q3 2018 | Q2 2020 | 2 |
Charles-Lim Capital Ltd | 2 | 2 | 0.26% | 2.39% | 4.53% | Q3 2020 | Q4 2020 | 2 |
LA FINANCIERE DE L'ECHIQUIER | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 1.12% | 1.16% | 1.20% | Q1 2021 | Q2 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Renasant Bank | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
HOLDERNESS INVESTMENTS CO | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.31% | 0.38% | 0.45% | Q3 2021 | Q4 2021 | 2 |
Atlas Private Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CERTUITY, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
ADAMS STREET PARTNERS LLC | 2 | 2 | 0.13% | 0.22% | 0.31% | Q2 2016 | Q3 2016 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Luxor Capital Group, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2022 | Q3 2022 | 1 |
SRS Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Sensato Investors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2019 | Q4 2019 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Junto Capital Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MetLife Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
MAKENA CAPITAL MANAGEMENT LLC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2022 | Q3 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Oak Thistle LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2019 | Q1 2019 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Fosun International Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2021 | Q2 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2022 | Q3 2022 | 1 |
Valliance Asset Management Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2022 | Q3 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2022 | Q3 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SCGE MANAGEMENT, L.P. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2022 | Q1 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Styrax Capital, LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2022 | Q3 2022 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2022 | Q2 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HHR Asset Management, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q2 2019 | Q2 2019 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TLP GROUP LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2016 | Q2 2016 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
Passport Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2017 | Q3 2017 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2015 | Q4 2015 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2022 | Q2 2022 | 1 |
AGF Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q1 2020 | Q1 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KWMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Stockbridge Partners LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2021 | Q3 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2019 | Q3 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2019 | Q3 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2020 | Q2 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Key Square Capital Management LLC | 1 | 1 | 4.19% | 4.19% | 4.19% | Q1 2020 | Q1 2020 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2018 | Q4 2018 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2020 | Q1 2020 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2016 | Q3 2016 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 3.21% | 3.21% | 3.21% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Discovery Value Fund | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 4.78% | 4.78% | 4.78% | Q4 2020 | Q4 2020 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2019 | Q2 2019 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Airain ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
CG Asset Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2016 | Q3 2016 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Broderick Brian C | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
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This page lists all the filers that currently own ATLASSIAN CORP PLC or have owned ATLASSIAN CORP PLC in the past.