Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 16 | 4 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 41 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 41 |
PEAK6 Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 36 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 30 |
M&T BANK CORP | 22 | 22 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2023 | 23 |
Lowe Wealth Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
Versant Capital Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
Interval Partners, LP | 13 | 2 | 0.03% | 1.02% | 2.90% | Q3 2018 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Argyle Capital Management Inc. | 22 | 22 | 0.07% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Louisiana State Employees Retirement System | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 22 | 22 | 0.10% | 0.26% | 0.62% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MAIRS & POWER INC | 22 | 22 | 0.66% | 1.18% | 2.02% | Q2 2018 | Q3 2023 | 22 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 22 | 22 | 0.18% | 0.73% | 1.80% | Q2 2018 | Q3 2023 | 22 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 22 | 22 | 0.18% | 0.28% | 0.64% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.05% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Busey Bank | 22 | 22 | 0.26% | 0.45% | 0.73% | Q2 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
VANGUARD GROUP INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Arizona State Retirement System | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERICAN CENTURY COMPANIES INC | 22 | 22 | 0.00% | 0.20% | 0.30% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Swiss National Bank | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 22 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Pflug Koory, LLC | 22 | 22 | 0.04% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Banco de Sabadell, S.A | 22 | 22 | 0.02% | 0.17% | 0.48% | Q2 2018 | Q3 2023 | 22 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
TEXAS PERMANENT SCHOOL FUND CORP | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22 | 22 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Factorial Partners, LLC | 22 | 22 | 0.36% | 1.17% | 2.40% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 22 | 22 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
D. E. Shaw & Co., Inc. | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CENTRAL TRUST Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Greenwich Wealth Management LLC | 22 | 22 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Retirement Systems of Alabama | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
ProShare Advisors LLC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Keeley-Teton Advisors, LLC | 22 | 22 | 0.06% | 0.44% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
TCW GROUP INC | 22 | 22 | 0.02% | 0.21% | 0.59% | Q2 2018 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Claret Asset Management Corp | 22 | 22 | 0.28% | 0.35% | 0.43% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
KBC Group NV | 22 | 22 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Nuveen Asset Management, LLC | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SeaBridge Investment Advisors LLC | 22 | 22 | 0.77% | 1.09% | 1.38% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 22 | 0.00% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PRIMECAP MANAGEMENT CO/CA/ | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
State of Alaska, Department of Revenue | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 22 | 22 | 0.31% | 0.36% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.01% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 20 | 1 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 15 | 6 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 21 |
JACOBS & CO/CA | 12 | 9 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 21 |
LPL Financial LLC | 16 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 14 | 7 | 0.00% | 0.07% | 0.21% | Q2 2018 | Q3 2023 | 21 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
MCRAE CAPITAL MANAGEMENT INC | 11 | 10 | 0.05% | 0.17% | 0.42% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
ClearBridge Investments | 12 | 9 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 21 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Glassman Wealth Services | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 14 | 7 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Tower Research Capital LLC (TRC) | 14 | 7 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 5 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 14 | 1 | 0.01% | 0.17% | 0.58% | Q2 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 12 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Hanson & Doremus Investment Management | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Man Group plc | 15 | 5 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 20 |
TWO SIGMA ADVISERS, LP | 16 | 2 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 20 |
HSBC HOLDINGS PLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Utah Retirement Systems | 11 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 19 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2022 | 19 |
NORGES BANK | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 19 | 19 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Manchester Capital Management LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
SASCO CAPITAL INC / CT/ | 19 | 19 | 0.05% | 2.93% | 4.50% | Q4 2018 | Q2 2023 | 19 |
Allworth Financial LP | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Cascade Investment Advisors, Inc. | 17 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Red Cedar Capital, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
STRS OHIO | 16 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.07% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
SHELTON CAPITAL MANAGEMENT | 12 | 6 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 18 |
ASSETMARK, INC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Argent Trust Co | 17 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 18 |
Bollard Group LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 17 |
PROFUND ADVISORS LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.12% | 0.38% | Q2 2018 | Q3 2023 | 17 |
TUDOR INVESTMENT CORP ET AL | 6 | 3 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Addison Capital Co | 11 | 1 | 0.11% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 17 |
Engineers Gate Manager LP | 10 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 5 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 17 |
CRAWFORD INVESTMENT COUNSEL INC | 17 | 17 | 0.06% | 0.48% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 17 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 17 |
Employees Retirement System of Texas | 17 | 17 | 0.03% | 0.09% | 0.14% | Q2 2018 | Q2 2022 | 17 |
Laurel Wealth Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AMALGAMATED BANK | 9 | 7 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q2 2023 | 16 |
Gemmer Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
Palisade Asset Management, LLC | 7 | 4 | 0.02% | 0.06% | 0.47% | Q2 2018 | Q3 2023 | 16 |
PUTNAM INVESTMENTS LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
COMMERCE BANK | 11 | 5 | 0.00% | 0.17% | 0.41% | Q2 2018 | Q3 2023 | 16 |
Tarbox Family Office, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
Weiss Multi-Strategy Advisers LLC | 9 | 1 | 0.02% | 0.10% | 0.25% | Q1 2019 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 15 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 11 | 4 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 9 | 6 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 15 |
Advisors Asset Management, Inc. | 8 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 15 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.01% | 0.10% | 0.24% | Q2 2018 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 15 | 15 | 0.02% | 0.80% | 1.35% | Q1 2020 | Q3 2023 | 15 |
Cipher Capital LP | 12 | 2 | 0.07% | 0.18% | 0.39% | Q2 2018 | Q1 2023 | 14 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 14 |
Paloma Partners Management Co | 7 | 7 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2021 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 14 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 13 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Hudson Bay Capital Management LP | 12 | 2 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
HM PAYSON & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
GOULD ASSET MANAGEMENT LLC /CA/ | 13 | 13 | 0.10% | 0.14% | 0.19% | Q2 2018 | Q2 2021 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 13 |
Sutton Wealth Advisors Inc. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 13 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 2 | 0.03% | 0.24% | 0.90% | Q2 2018 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.02% | 0.16% | Q3 2018 | Q4 2021 | 13 |
GUGGENHEIM CAPITAL LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Csenge Advisory Group | 12 | 1 | 0.00% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 13 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
EASTERLY INVESTMENT PARTNERS LLC | 13 | 13 | 0.02% | 1.40% | 2.08% | Q3 2020 | Q3 2023 | 13 |
WEST PACES ADVISORS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q2 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Artisan Partners Limited Partnership | 13 | 13 | 0.08% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 1.26% | 1.76% | 2.49% | Q4 2020 | Q3 2023 | 12 |
DEAN INVESTMENT ASSOCIATES, LLC | 12 | 12 | 0.25% | 0.30% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.12% | 0.42% | 0.68% | Q4 2020 | Q3 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Clark Capital Management Group, Inc. | 12 | 12 | 0.86% | 1.11% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Murphy Pohlad Asset Management LLC | 12 | 12 | 0.20% | 0.82% | 1.43% | Q2 2018 | Q1 2021 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.34% | 0.67% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 12 |
Penn Capital Management Company, LLC | 12 | 12 | 0.16% | 0.53% | 1.22% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY MANAGEMENT INC /WI/ | 12 | 12 | 0.38% | 0.80% | 1.22% | Q4 2020 | Q3 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
EARNEST PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Ariel Investments | 11 | 11 | 0.83% | 1.24% | 1.44% | Q1 2021 | Q3 2023 | 11 |
Oakworth Capital, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 11 |
Greenhouse Funds LLLP | 11 | 11 | 1.24% | 3.39% | 4.69% | Q1 2021 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.04% | 0.15% | 0.36% | Q1 2019 | Q3 2023 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 11 | 0.01% | 0.14% | 0.24% | Q2 2018 | Q4 2020 | 11 |
Private Capital Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 11 |
Estabrook Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Covington Capital Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 11 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.13% | 0.29% | Q1 2019 | Q1 2023 | 11 |
JUPITER ASSET MANAGEMENT LTD | 7 | 4 | 0.01% | 0.17% | 0.34% | Q2 2018 | Q2 2023 | 11 |
MASON STREET ADVISORS, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2020 | 11 |
Berman Capital Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 7 | 1 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q2 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.03% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 11 |
Brand Asset Management Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 8 | 3 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
DUNCKER STREETT & CO INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 11 |
CI INVESTMENTS INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
DekaBank Deutsche Girozentrale | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
ROYCE & ASSOCIATES LP | 8 | 2 | 0.01% | 0.11% | 0.17% | Q3 2018 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
ROPES WEALTH ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 10 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2020 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q2 2023 | 10 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Altshuler Shaham Ltd | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 10 |
BESSEMER GROUP INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Diametric Capital, LP | 7 | 3 | 0.12% | 1.58% | 4.06% | Q3 2020 | Q3 2023 | 10 |
Eventide Asset Management | 10 | 10 | 0.24% | 0.53% | 0.75% | Q2 2021 | Q3 2023 | 10 |
TRIAN FUND MANAGEMENT, L.P. | 10 | 10 | 1.70% | 3.78% | 5.07% | Q2 2018 | Q3 2020 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Haverford Financial Services, Inc. | 10 | 10 | 0.22% | 0.43% | 0.60% | Q3 2020 | Q4 2022 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Quantinno Capital Management LP | 6 | 2 | 0.08% | 0.22% | 0.47% | Q3 2019 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
FORT, L.P. | 8 | 2 | 0.00% | 0.44% | 0.89% | Q4 2018 | Q3 2023 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2020 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
WRIGHT INVESTORS SERVICE INC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Zions Bancorporation, N.A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
APG Asset Management N.V. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.02% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 4 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
WINTON GROUP Ltd | 4 | 1 | 0.01% | 0.07% | 0.27% | Q3 2018 | Q1 2023 | 9 |
Foundry Partners, LLC | 8 | 1 | 0.18% | 0.32% | 0.52% | Q2 2018 | Q4 2022 | 9 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 9 |
Atria Investments, Inc | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Alpha DNA Investment Management LLC | 5 | 2 | 0.01% | 0.47% | 1.00% | Q4 2020 | Q3 2023 | 9 |
BAILARD, INC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
AlphaCrest Capital Management LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2022 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Maryland State Retirement & Pension System | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
DEPRINCE RACE & ZOLLO INC | 6 | 3 | 0.04% | 0.26% | 0.57% | Q2 2018 | Q2 2021 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q2 2018 | Q2 2020 | 9 |
Redwood Investment Management, LLC | 9 | 9 | 0.28% | 0.39% | 0.55% | Q2 2018 | Q2 2020 | 9 |
Oliver Luxxe Assets LLC | 9 | 9 | 0.07% | 0.24% | 0.75% | Q3 2021 | Q3 2023 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
River Road Asset Management, LLC | 9 | 9 | 0.08% | 0.36% | 0.62% | Q3 2019 | Q3 2021 | 9 |
GLOBEFLEX CAPITAL L P | 9 | 9 | 0.02% | 0.27% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Hoese & Co LLP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 8 |
Clean Energy Transition LLP | 8 | 8 | 7.84% | 13.80% | 19.38% | Q4 2021 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 8 |
Impax Asset Management Group plc | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 8 |
Dorsey Wright & Associates | 4 | 4 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.04% | 0.28% | 0.51% | Q2 2018 | Q1 2020 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.05% | 0.12% | 0.21% | Q2 2019 | Q1 2021 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 7 | 1 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q2 2020 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
AVIVA PLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 8 |
Vectors Research Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CRAMER ROSENTHAL MCGLYNN LLC | 8 | 8 | 0.81% | 1.08% | 1.23% | Q1 2021 | Q4 2022 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
SKBA CAPITAL MANAGEMENT LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cambria Investment Management, L.P. | 8 | 8 | 0.23% | 0.38% | 0.63% | Q1 2020 | Q4 2021 | 8 |
First Eagle Investment Management, LLC | 7 | 7 | 0.00% | 0.07% | 0.11% | Q2 2018 | Q4 2019 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Woodline Partners LP | 8 | 8 | 0.03% | 0.24% | 0.43% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.38% | 0.46% | 0.58% | Q4 2021 | Q3 2023 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.17% | 0.22% | 0.26% | Q2 2018 | Q1 2020 | 8 |
State of Wyoming | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
G&S Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Gyon Technologies Capital Management, LP | 7 | 1 | 0.16% | 0.43% | 0.76% | Q4 2019 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
METROPOLITAN LIFE INSURANCE CO/NY | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 8 |
HOWE & RUSLING INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 8 |
Heritage Wealth Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.20% | 0.25% | 0.31% | Q4 2021 | Q4 2023 | 8 |
OneAscent Financial Services LLC | 8 | 8 | 0.11% | 0.19% | 0.49% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 6 | 1 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Lighthouse Investment Partners, LLC | 4 | 3 | 0.05% | 1.29% | 4.59% | Q4 2021 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.17% | 0.24% | 0.30% | Q2 2018 | Q4 2019 | 7 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2022 | 7 |
MEYER HANDELMAN CO | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 7 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.09% | 0.17% | 0.30% | Q2 2019 | Q2 2021 | 7 |
BOKF, NA | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 7 |
Freemont Management S.A. | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
LUMINUS MANAGEMENT LLC | 6 | 1 | 0.03% | 0.28% | 0.63% | Q2 2018 | Q1 2020 | 7 |
Syverson Strege & Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Inspire Investing, LLC | 3 | 1 | 0.00% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Graham Capital Management, L.P. | 7 | 7 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Values First Advisors, Inc. | 5 | 2 | 0.14% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Seelaus Asset Management LLC | 7 | 7 | 0.29% | 0.52% | 0.65% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Standard Family Office LLC | 5 | 2 | 0.02% | 0.18% | 0.64% | Q4 2020 | Q3 2022 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 2 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.25% | 0.50% | Q2 2018 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.08% | 0.21% | Q4 2018 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 7 | 7 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q4 2019 | 7 |
QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.14% | 0.18% | 0.26% | Q2 2020 | Q4 2021 | 7 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.05% | 0.15% | Q1 2019 | Q1 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Boston Partners | 7 | 7 | 0.00% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.29% | Q1 2020 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OneAscent Wealth Management LLC | 7 | 7 | 0.13% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
APOGEM CAPITAL LLC | 7 | 7 | 0.23% | 0.60% | 0.86% | Q1 2021 | Q3 2022 | 7 |
Polar Asset Management Partners Inc. | 7 | 7 | 0.06% | 0.13% | 0.20% | Q2 2021 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
North Fourth Asset Management, LP | 6 | 1 | 0.35% | 1.94% | 3.40% | Q3 2021 | Q2 2023 | 7 |
Centerpoint Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Alan B Lancz & Associates, Inc. | 6 | 1 | 0.16% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Donoghue Forlines LLC | 4 | 1 | 0.08% | 0.21% | 0.61% | Q2 2019 | Q1 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Concord Wealth Partners | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.12% | 0.22% | 0.35% | Q1 2022 | Q3 2023 | 6 |
CNB Bank | 4 | 2 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 6 | 0.65% | 1.51% | 2.00% | Q2 2018 | Q3 2019 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.19% | 0.62% | 1.39% | Q2 2019 | Q3 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
First Bank & Trust | 6 | 6 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q3 2019 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Municipal Employees' Retirement System of Michigan | 5 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 6 |
Robeco Institutional Asset Management B.V. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 6 |
SOUND SHORE MANAGEMENT INC /CT/ | 6 | 6 | 1.98% | 2.17% | 2.32% | Q2 2018 | Q3 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2022 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CHICAGO EQUITY PARTNERS LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
CARLSON CAPITAL L P | 3 | 3 | 0.06% | 0.12% | 0.27% | Q3 2018 | Q3 2020 | 6 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 6 |
PDT Partners, LLC | 5 | 1 | 0.02% | 0.43% | 0.73% | Q4 2019 | Q3 2023 | 6 |
Balentine LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 6 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.05% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 6 |
GATEWAY INVESTMENT ADVISERS LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
CREDIT AGRICOLE S A | 6 | 6 | 0.17% | 0.26% | 0.38% | Q2 2018 | Q3 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.10% | 0.21% | Q2 2020 | Q1 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
World Asset Management Inc | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 6 |
Aurora Investment Counsel | 6 | 6 | 0.44% | 0.94% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Eos Focused Equity Management, L.P. | 6 | 6 | 1.61% | 2.98% | 5.33% | Q2 2018 | Q3 2019 | 6 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
SRS Capital Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.07% | 0.20% | 0.42% | Q2 2021 | Q1 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.44% | 0.50% | 0.55% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
ALGERT GLOBAL LLC | 3 | 3 | 0.01% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
HEARTLAND ADVISORS INC | 6 | 6 | 0.13% | 0.46% | 0.66% | Q3 2020 | Q4 2021 | 6 |
RBF Capital, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
AMF Tjanstepension AB | 6 | 6 | 0.28% | 0.58% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 5 |
First Command Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
MARTINGALE ASSET MANAGEMENT L P | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Princeton Portfolio Strategies Group LLC | 5 | 5 | 0.04% | 0.11% | 0.16% | Q2 2018 | Q2 2019 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HANCOCK WHITNEY CORP | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Ceredex Value Advisors LLC | 5 | 5 | 0.09% | 0.34% | 0.43% | Q1 2021 | Q1 2022 | 5 |
LGT Group Foundation | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 5 |
Mercer Capital Advisers, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
OAKBROOK INVESTMENTS LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2019 | 5 |
B. Riley Wealth Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
FULTON BANK, N.A. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 5 |
BURNEY CO/ | 2 | 1 | 0.05% | 0.20% | 0.40% | Q2 2021 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 3 | 2 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2020 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.10% | 0.31% | Q1 2021 | Q1 2023 | 5 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.11% | 0.12% | 0.16% | Q2 2019 | Q2 2020 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
West Oak Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
AJO, LP | 2 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q4 2020 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Glenview Capital Management | 5 | 5 | 0.73% | 1.13% | 1.45% | Q2 2018 | Q2 2019 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Hartford Financial Management Inc. | 5 | 5 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q2 2019 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 5 |
First Command Financial Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
SIMON QUICK ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.09% | 0.30% | 0.74% | Q4 2019 | Q3 2022 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.06% | 0.17% | Q2 2021 | Q3 2023 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 5 |
SNOW CAPITAL MANAGEMENT LP | 5 | 5 | 0.04% | 0.32% | 0.54% | Q2 2020 | Q2 2021 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
AWH Capital, L.P. | 5 | 5 | 1.07% | 4.27% | 8.06% | Q2 2018 | Q2 2019 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
RIVER GLOBAL INVESTORS LLP | 5 | 5 | 0.15% | 0.34% | 0.47% | Q3 2020 | Q3 2021 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
Versor Investments LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 4 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KIRR MARBACH & CO LLC /IN/ | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Rempart Asset Management Inc. | 4 | 4 | 2.72% | 3.45% | 3.90% | Q1 2023 | Q4 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
BP PLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
AXA S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.09% | 0.15% | 0.29% | Q3 2020 | Q3 2023 | 4 |
Repertoire Partners LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
abrdn plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Sessa Capital IM, L.P. | 4 | 4 | 0.50% | 1.19% | 1.64% | Q3 2020 | Q2 2021 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.14% | 0.16% | 0.17% | Q2 2019 | Q4 2020 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
INTRUST BANK NA | 4 | 4 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q1 2019 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CastleKnight Management LP | 2 | 2 | 0.08% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 4 |
LSV ASSET MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Lafayette Investments | 4 | 4 | 0.22% | 0.22% | 0.24% | Q2 2018 | Q1 2019 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.07% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 4 |
Paradice Investment Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 1.96% | 2.28% | 2.65% | Q4 2022 | Q3 2023 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Poplar Forest Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.09% | 0.12% | 0.23% | Q2 2020 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q2 2018 | Q1 2019 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.21% | 0.49% | Q1 2019 | Q4 2020 | 4 |
Jump Financial, LLC | 4 | 4 | 0.01% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q4 2018 | Q1 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.12% | 0.23% | Q3 2020 | Q3 2023 | 4 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.25% | 0.77% | Q1 2020 | Q2 2020 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.07% | 0.23% | Q2 2018 | Q1 2020 | 4 |
Olympiad Research LP | 3 | 3 | 0.17% | 0.23% | 0.29% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 3 |
Annex Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q1 2020 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 3 |
Somerset Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
ROYAL LONDON ASSET MANAGEMENT LTD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.06% | 0.11% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Arosa Capital Management LP | 3 | 3 | 0.93% | 2.61% | 3.96% | Q1 2023 | Q3 2023 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAMBIAR INVESTORS LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2019 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WESTPAC BANKING CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Hoover Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q4 2023 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 3 | 3 | 0.12% | 0.35% | 0.66% | Q2 2018 | Q4 2018 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
EAM Global Investors LLC | 3 | 3 | 1.10% | 1.15% | 1.19% | Q1 2023 | Q3 2023 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 1.79% | 2.54% | 3.47% | Q2 2018 | Q4 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q1 2023 | 3 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.13% | 0.22% | Q4 2021 | Q2 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
PRIVATE ASSET MANAGEMENT INC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q2 2018 | Q4 2018 | 3 |
Sandbar Asset Management LLP | 3 | 3 | 0.67% | 1.95% | 2.88% | Q1 2019 | Q3 2019 | 3 |
Alaska Permanent Fund Corp | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.16% | Q1 2022 | Q3 2022 | 3 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
EAM Investors, LLC | 3 | 3 | 0.31% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TSFG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 0.46% | 1.10% | 1.48% | Q1 2022 | Q1 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ARGENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.52% | 1.18% | 1.82% | Q2 2018 | Q4 2018 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.48% | 0.51% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q1 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pearl River Capital, LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q1 2020 | 3 |
ETF MANAGERS GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.16% | 0.17% | 0.19% | Q3 2022 | Q1 2023 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aristides Capital LLC | 2 | 2 | 0.14% | 0.34% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Diversified Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Symmetry Investments LP | 1 | 1 | 0.16% | 0.43% | 0.71% | Q2 2023 | Q2 2023 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.57% | 0.68% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.47% | 1.87% | 3.28% | Q2 2021 | Q3 2021 | 2 |
STEPH & CO | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Achmea Investment Management B.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Sciencast Management LP | 1 | 1 | 0.13% | 0.28% | 0.44% | Q2 2019 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clearline Capital LP | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.02% | 0.12% | 0.22% | Q2 2023 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.20% | 0.34% | 0.48% | Q3 2021 | Q4 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 2 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 2 | 2 | 0.18% | 0.24% | 0.29% | Q2 2018 | Q3 2018 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Ascent Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2018 | Q3 2018 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WMS Partners, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2018 | Q3 2018 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.02% | 0.60% | 1.18% | Q2 2023 | Q3 2023 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Whitcomb & Hess, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q3 2020 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.57% | 0.61% | 0.64% | Q4 2018 | Q1 2019 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.50% | 0.66% | 0.82% | Q3 2020 | Q3 2023 | 2 |
Dean Capital Management | 1 | 1 | 0.40% | 0.65% | 0.90% | Q4 2020 | Q3 2023 | 2 |
Friedenthal Financial | 2 | 2 | 0.46% | 0.48% | 0.51% | Q4 2022 | Q1 2023 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 2 |
PFG Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Blackcrane Capital, LLC | 2 | 2 | 9.68% | 10.15% | 10.62% | Q3 2018 | Q4 2018 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.24% | 0.36% | 0.48% | Q1 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.10% | 0.19% | 0.27% | Q4 2022 | Q1 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Arlington Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 2 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q4 2018 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Jade Capital Advisors, LLC | 2 | 2 | 0.56% | 0.63% | 0.69% | Q4 2019 | Q1 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 0.45% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q2 2019 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Islet Management, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PERKINS CAPITAL MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wolf Hill Capital Management, LP | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2018 | Q3 2018 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NKCFO LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
IMS Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Fiera Capital Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
New Potomac Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
13D Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2018 | Q2 2018 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Portolan Capital Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Korea Investment CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ashler Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merewether Investment Management, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 6.03% | 6.03% | 6.03% | Q1 2020 | Q1 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2023 | Q2 2023 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own NVENT ELECTRIC PLC or have owned NVENT ELECTRIC PLC in the past.