Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 30 |
Citadel Advisors | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 29 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Walleye Trading LLC | 10 | 10 | 0.00% | 0.04% | 0.16% | Q2 2021 | Q3 2023 | 28 |
D. E. Shaw & Co., Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 27 |
CAPSTONE INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 27 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.01% | 0.09% | Q2 2021 | Q3 2023 | 26 |
MILLENNIUM MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 25 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 25 |
Squarepoint Ops LLC | 6 | 3 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 24 |
Sargent Bickham Lagudis LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 10 | 0.01% | 0.04% | 0.19% | Q2 2021 | Q3 2023 | 22 |
Parallax Volatility Advisers, L.P. | 10 | 10 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 10 | 10 | 0.00% | 0.04% | 0.25% | Q2 2021 | Q3 2023 | 21 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.01% | 0.04% | 0.15% | Q2 2021 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 19 |
Anchor Investment Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2022 | 18 |
JANE STREET GROUP, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 18 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
TUDOR INVESTMENT CORP ET AL | 6 | 3 | 0.00% | 0.03% | 0.14% | Q2 2021 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 16 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.02% | 0.12% | Q1 2022 | Q3 2023 | 15 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 15 |
Walleye Capital LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 13 |
UBS Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 12 |
Lido Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 12 |
Man Group plc | 10 | 10 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.19% | 2.00% | Q2 2021 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.03% | 0.17% | Q2 2021 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
Arden Trust Co | 11 | 11 | 0.12% | 0.26% | 0.53% | Q2 2021 | Q4 2023 | 11 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 11 | 11 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Versant Capital Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
JUNCTURE WEALTH STRATEGIES, LLC | 11 | 11 | 0.10% | 0.37% | 0.57% | Q2 2021 | Q4 2023 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.15% | 0.48% | 0.72% | Q2 2021 | Q4 2023 | 11 |
Bartlett & Co. LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Centiva Capital, LP | 4 | 2 | 0.01% | 0.03% | 0.13% | Q2 2021 | Q4 2022 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Inlet Private Wealth, LLC | 10 | 10 | 1.57% | 2.23% | 3.16% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RHUMBLINE ADVISERS | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.00% | 0.04% | 0.13% | Q2 2020 | Q2 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.92% | 1.27% | 1.99% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SECURIAN ASSET MANAGEMENT, INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
VANGUARD GROUP INC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Silvant Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 10 | 0.07% | 0.33% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Invesco Ltd. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CIBC WORLD MARKET INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
M&G INVESTMENT MANAGEMENT LTD | 10 | 10 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Diligent Investors, LLC | 10 | 10 | 0.31% | 0.40% | 0.51% | Q2 2021 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.38% | 0.49% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.00% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMERICAN CENTURY COMPANIES INC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Investment Partners, LLC | 10 | 10 | 0.09% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Ensign Peak Advisors, Inc | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Zions Bancorporation, N.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AQR Capital Management | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SFMG, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CIBC Asset Management Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Raab & Moskowitz Asset Management LLC | 10 | 10 | 0.14% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA ADVISERS, LP | 10 | 10 | 0.03% | 0.13% | 0.44% | Q2 2021 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PROFFITT & GOODSON INC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Allianz Asset Management GmbH | 10 | 10 | 0.00% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 10 | 10 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.02% | 0.27% | 0.59% | Q2 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DIMENSIONAL FUND ADVISORS LP | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.07% | 0.20% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Texas Yale Capital Corp. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.16% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
ClearBridge Investments | 10 | 10 | 0.19% | 0.40% | 0.64% | Q2 2021 | Q3 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
USS Investment Management Ltd | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Norinchukin Bank, The | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TEXAS PERMANENT SCHOOL FUND CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.07% | 0.42% | 1.16% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Riverview Trust Co | 10 | 10 | 0.22% | 0.31% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AVIVA PLC | 10 | 10 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
L2 Asset Management, LLC | 10 | 10 | 0.20% | 1.63% | 3.23% | Q2 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.14% | 0.23% | 0.34% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WRAPMANAGER INC | 10 | 10 | 0.10% | 0.25% | 0.47% | Q2 2021 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.03% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SPC Financial, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Crossmark Global Holdings, Inc. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.02% | 0.16% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIRST FINANCIAL CORP /IN/ | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Fiduciary Group LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HANCOCK WHITNEY CORP | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ValueAct Holdings | 10 | 10 | 11.39% | 14.94% | 19.73% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rodgers Brothers Inc. | 10 | 10 | 0.41% | 1.79% | 3.00% | Q2 2021 | Q3 2023 | 10 |
KBC Group NV | 10 | 10 | 0.01% | 0.16% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Illinois Municipal Retirement Fund | 10 | 10 | 0.02% | 0.23% | 0.39% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 10 | 0.83% | 1.18% | 1.56% | Q3 2021 | Q4 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Hosking Partners LLP | 10 | 10 | 0.43% | 0.55% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Aull & Monroe Investment Management Corp | 10 | 10 | 0.45% | 0.63% | 0.92% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.35% | 0.56% | 0.85% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
BURNEY CO/ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FORTE CAPITAL LLC /ADV | 10 | 10 | 0.21% | 0.30% | 0.42% | Q2 2021 | Q3 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 10 | 10 | 0.01% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Louisiana State Employees Retirement System | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Kentucky Retirement Systems Insurance Trust Fund | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FORSTA AP-FONDEN | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.13% | 0.26% | 0.52% | Q2 2021 | Q3 2023 | 10 |
Radnor Capital Management, LLC | 10 | 10 | 0.09% | 0.28% | 0.69% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.09% | 0.20% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Aufman Associates Inc | 10 | 10 | 5.22% | 7.00% | 9.65% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
APG Asset Management N.V. | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SHELTON CAPITAL MANAGEMENT | 10 | 10 | 0.05% | 0.29% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Retirement Systems of Alabama | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Symmetry Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STATE STREET CORP | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.04% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Meiji Yasuda Asset Management Co Ltd. | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TD ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PITCAIRN CO | 10 | 10 | 0.10% | 0.17% | 0.24% | Q2 2021 | Q3 2023 | 10 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 10 | 0.05% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
State of Tennessee, Treasury Department | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.03% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Kentucky Retirement Systems | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.02% | 0.14% | Q2 2021 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Leisure Capital Management | 10 | 10 | 0.46% | 0.72% | 0.93% | Q2 2021 | Q3 2023 | 10 |
Legal & General Group Plc | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Korea Investment CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BOSTON FAMILY OFFICE LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Robeco Institutional Asset Management B.V. | 10 | 10 | 0.04% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.30% | 0.40% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALERUS FINANCIAL NA | 10 | 10 | 0.25% | 0.40% | 0.49% | Q2 2021 | Q3 2023 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MONETARY MANAGEMENT GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 10 | 10 | 0.34% | 0.43% | 0.57% | Q2 2021 | Q3 2023 | 10 |
NICOLA WEALTH MANAGEMENT LTD. | 10 | 10 | 0.77% | 1.00% | 1.44% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ST GERMAIN D J CO INC | 7 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Carolina Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.04% | 0.13% | 0.27% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SMITH SHELLNUT WILSON LLC /ADV | 10 | 10 | 0.34% | 0.47% | 0.63% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Vantage Consulting Group Inc | 10 | 10 | 0.04% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WEST PACES ADVISORS INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 10 | 10 | 0.15% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Nuveen Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sara-Bay Financial | 10 | 10 | 0.38% | 0.42% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
BROWN ADVISORY INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OSSIAM | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Simmons Bank | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
GLENMEDE TRUST CO NA | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Vontobel Holding Ltd. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.67% | 0.97% | 1.56% | Q3 2021 | Q3 2023 | 9 |
MOODY NATIONAL BANK TRUST DIVISION | 9 | 9 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FOSTER & MOTLEY INC | 9 | 9 | 0.10% | 0.31% | 0.47% | Q3 2021 | Q3 2023 | 9 |
M&T BANK CORP | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
LSV ASSET MANAGEMENT | 9 | 9 | 0.26% | 0.71% | 1.11% | Q2 2021 | Q2 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
MCF Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Old Port Advisors | 8 | 1 | 0.73% | 0.96% | 1.28% | Q2 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
OAK ASSOCIATES LTD /OH/ | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
State of Alaska, Department of Revenue | 6 | 3 | 0.04% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 9 |
KWMG, LLC | 6 | 3 | 0.41% | 0.57% | 0.79% | Q2 2021 | Q3 2023 | 9 |
Vident Investment Advisory, LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Choate Investment Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 6 | 3 | 0.02% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 9 |
Safeguard Investment Advisory Group, LLC | 6 | 3 | 0.12% | 0.31% | 0.55% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Gulf International Bank (UK) Ltd | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
GoalVest Advisory LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 9 |
CCM INVESTMENT ADVISERS LLC | 9 | 9 | 0.67% | 1.33% | 1.90% | Q3 2021 | Q3 2023 | 9 |
Intellectus Partners, LLC | 6 | 3 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Checchi Capital Advisers, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
13D Management LLC | 9 | 9 | 2.21% | 2.75% | 3.79% | Q2 2021 | Q2 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Andra AP-fonden | 6 | 3 | 0.08% | 0.19% | 0.36% | Q2 2021 | Q3 2023 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.05% | 0.16% | 0.28% | Q2 2021 | Q2 2023 | 9 |
WAYCROSS PARTNERS, LLC | 9 | 9 | 0.14% | 0.29% | 0.54% | Q3 2021 | Q3 2023 | 9 |
AE Wealth Management LLC | 6 | 3 | 0.02% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Beacon Financial Advisory LLC | 9 | 9 | 0.30% | 0.37% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Adams Wealth Management | 6 | 3 | 0.19% | 0.30% | 0.48% | Q2 2021 | Q3 2023 | 9 |
GAM Holding AG | 9 | 9 | 0.86% | 1.68% | 3.69% | Q3 2021 | Q3 2023 | 9 |
AXA S.A. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
USA FINANCIAL FORMULAS | 6 | 3 | 0.00% | 0.08% | 0.74% | Q2 2021 | Q3 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q2 2023 | 9 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Holocene Advisors, LP | 8 | 1 | 0.00% | 0.65% | 1.03% | Q2 2021 | Q3 2023 | 9 |
LPL Financial LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 9 | 9 | 0.22% | 0.27% | 0.35% | Q3 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TCW GROUP INC | 8 | 1 | 0.01% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Bell Bank | 5 | 4 | 0.28% | 0.64% | 0.84% | Q2 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AustralianSuper Pty Ltd | 9 | 9 | 0.03% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.16% | 0.25% | 0.46% | Q2 2021 | Q3 2023 | 9 |
Sanders Capital, LLC | 9 | 9 | 0.18% | 1.31% | 2.25% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 9 |
OKABENA INVESTMENT SERVICES INC | 9 | 9 | 0.56% | 0.98% | 1.31% | Q3 2021 | Q3 2023 | 9 |
SANDERS MORRIS HARRIS LLC | 6 | 3 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 6 | 3 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
ALPS ADVISORS INC | 7 | 2 | 0.18% | 0.21% | 0.27% | Q2 2021 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Affinity Capital Advisors, LLC | 6 | 3 | 0.14% | 0.19% | 0.27% | Q2 2021 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q2 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 3 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Zurich Insurance Group Ltd/FI | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Retirement Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DekaBank Deutsche Girozentrale | 6 | 3 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.01% | 0.14% | 0.30% | Q2 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Laidlaw Wealth Management LLC | 9 | 9 | 0.05% | 0.09% | 0.17% | Q2 2021 | Q2 2023 | 9 |
Tredje AP-fonden | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 3 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 9 |
abrdn plc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Twin Lakes Capital Management, LLC | 5 | 4 | 2.35% | 2.77% | 3.41% | Q2 2021 | Q3 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.05% | 0.12% | 0.20% | Q2 2021 | Q2 2023 | 9 |
MCDONALD PARTNERS LLC | 7 | 2 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 9 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 5 | 1 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.30% | 0.56% | 0.84% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Achmea Investment Management B.V. | 6 | 2 | 0.05% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 8 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.11% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.12% | 0.33% | Q3 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 5 | 3 | 0.07% | 0.16% | 0.27% | Q2 2021 | Q2 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
EVERENCE CAPITAL MANAGEMENT INC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 8 | 0.05% | 0.17% | 0.30% | Q2 2021 | Q1 2023 | 8 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Community Bank & Trust, Waco, Texas | 6 | 2 | 0.13% | 0.17% | 0.25% | Q3 2021 | Q3 2023 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.34% | 0.69% | 1.30% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TCWP LLC | 8 | 8 | 0.04% | 0.18% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Summit Financial Wealth Advisors, LLC | 6 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Redwood Investment Management, LLC | 8 | 8 | 0.42% | 0.50% | 0.63% | Q3 2021 | Q2 2023 | 8 |
Jefferies Group LLC | 5 | 5 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q2 2022 | 8 |
Private Advisor Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 5 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Keystone Financial Group | 3 | 2 | 0.15% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.05% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NWAM LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
AMERICAN NATIONAL BANK | 6 | 2 | 0.00% | 0.08% | 0.17% | Q3 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 8 | 8 | 0.15% | 0.24% | 0.39% | Q2 2021 | Q1 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.14% | 0.40% | Q2 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Savant Capital, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Independent Advisor Alliance | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.39% | 0.60% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 4 | 1 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.11% | 0.16% | 0.21% | Q3 2021 | Q3 2023 | 8 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 8 |
CenterStar Asset Management, LLC | 2 | 2 | 0.03% | 0.10% | 0.25% | Q3 2021 | Q3 2022 | 8 |
Northeast Financial Consultants Inc | 8 | 8 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q1 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
V Wealth Advisors LLC | 5 | 3 | 0.15% | 0.21% | 0.30% | Q2 2021 | Q2 2023 | 8 |
SENTRY INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Veritable, L.P. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
TODD ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.47% | 0.69% | Q2 2021 | Q4 2022 | 7 |
GIRARD PARTNERS LTD. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SouthState Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
FIL Ltd | 7 | 7 | 0.01% | 0.04% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HM PAYSON & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Proquility Private Wealth Partners, LLC | 7 | 7 | 0.27% | 0.69% | 0.89% | Q2 2021 | Q4 2022 | 7 |
COZAD ASSET MANAGEMENT INC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Ethic Inc. | 5 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 7 | 7 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q4 2022 | 7 |
WESTPAC BANKING CORP | 4 | 3 | 0.03% | 0.05% | 0.12% | Q2 2021 | Q1 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EMFO, LLC | 7 | 7 | 0.08% | 0.17% | 0.23% | Q2 2021 | Q4 2022 | 7 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.08% | 0.16% | 0.35% | Q2 2021 | Q4 2022 | 7 |
Ascent Group, LLC | 4 | 3 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Gilman Hill Asset Management, LLC | 4 | 3 | 0.09% | 1.11% | 2.03% | Q2 2021 | Q3 2023 | 7 |
Horizon Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 0.03% | 0.09% | 0.19% | Q2 2021 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Metis Global Partners, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NORGES BANK | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Regent Investment Management LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q2 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Good Life Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 3 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q4 2022 | 7 |
Invst, LLC | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q3 2022 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ZWJ INVESTMENT COUNSEL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FORT, L.P. | 5 | 1 | 0.16% | 0.43% | 0.68% | Q2 2021 | Q3 2023 | 6 |
C2C Wealth Management, LLC | 3 | 3 | 0.05% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.04% | 0.11% | 0.21% | Q3 2021 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 6 | 0.54% | 0.76% | 1.09% | Q2 2021 | Q3 2022 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Twin Tree Management, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Dai-ichi Life Insurance Company, Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Carmel Capital Partners, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
SHEPHERD KAPLAN KROCHUK, LLC | 6 | 6 | 0.15% | 0.18% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Hudock, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Berger Financial Group, Inc | 4 | 2 | 0.45% | 0.72% | 1.01% | Q2 2021 | Q4 2022 | 6 |
Trilogy Capital Inc. | 3 | 3 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 6 |
Cunning Capital Partners, LP | 6 | 6 | 0.94% | 1.05% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Capital Wealth Planning, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 6 | 6 | 0.40% | 0.53% | 0.89% | Q3 2021 | Q4 2022 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
1832 Asset Management L.P. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Essex Financial Services, Inc. | 4 | 2 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.14% | 0.21% | 0.25% | Q2 2021 | Q3 2022 | 6 |
AFFINITY INVESTMENT ADVISORS, LLC | 6 | 6 | 0.15% | 0.22% | 0.32% | Q2 2021 | Q3 2022 | 6 |
Nicholas Hoffman & Company, LLC. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Financial Connections Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2022 | 6 |
TFC Financial Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
AlphaCrest Capital Management LLC | 6 | 6 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2022 | 6 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.17% | 0.33% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 5 | 1 | 0.01% | 0.16% | 0.27% | Q2 2021 | Q4 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
MONTAG A & ASSOCIATES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Human Investing LLC | 6 | 6 | 0.20% | 0.32% | 0.46% | Q2 2021 | Q3 2022 | 6 |
WINTON GROUP Ltd | 5 | 1 | 0.03% | 0.08% | 0.18% | Q2 2021 | Q1 2023 | 6 |
Range Financial Group LLC | 6 | 6 | 0.49% | 0.71% | 0.92% | Q2 2021 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 0.58% | 0.64% | 0.81% | Q2 2022 | Q3 2023 | 6 |
PROFUND ADVISORS LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.29% | 0.43% | 0.57% | Q2 2021 | Q3 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.18% | 0.28% | 0.45% | Q2 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Old North State Trust, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.02% | 0.11% | 0.38% | Q3 2021 | Q4 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Founders Financial Alliance, LLC | 3 | 1 | 0.10% | 0.15% | 0.24% | Q2 2021 | Q1 2023 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
APPLETON GROUP, LLC | 3 | 2 | 0.39% | 0.57% | 1.03% | Q2 2021 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.48% | 0.52% | 0.56% | Q3 2022 | Q3 2023 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Cullen Capital Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
PGGM Investments | 4 | 1 | 0.02% | 0.07% | 0.15% | Q2 2021 | Q3 2022 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Zweig-DiMenna Associates LLC | 4 | 1 | 0.29% | 0.55% | 1.09% | Q2 2022 | Q3 2023 | 5 |
Caption Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q3 2022 | Q4 2022 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.17% | 0.28% | 0.34% | Q2 2021 | Q2 2022 | 5 |
Treasurer of the State of North Carolina | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Redpoint Investment Management Pty Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
MOTCO | 5 | 5 | 0.00% | 0.28% | 0.43% | Q1 2022 | Q1 2023 | 5 |
SG3 Management, LLC | 2 | 1 | 0.05% | 0.20% | 0.31% | Q3 2021 | Q2 2022 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.23% | 0.39% | Q2 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.11% | 0.29% | Q2 2021 | Q3 2022 | 5 |
Csenge Advisory Group | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Portman Square Capital LLP | 1 | 1 | 0.04% | 0.48% | 2.02% | Q4 2022 | Q3 2023 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 2 | 0.22% | 0.28% | 0.35% | Q2 2021 | Q3 2022 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Precision Wealth Strategies, LLC | 5 | 5 | 0.18% | 0.35% | 0.60% | Q3 2021 | Q3 2022 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.08% | 0.13% | 0.22% | Q2 2021 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.12% | 0.21% | Q2 2021 | Q2 2023 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
ING GROEP NV | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 5 |
Crossvault Capital Management LLC | 5 | 5 | 1.50% | 1.64% | 1.92% | Q2 2021 | Q2 2022 | 5 |
Samalin Investment Counsel, LLC | 5 | 5 | 0.17% | 0.22% | 0.28% | Q2 2021 | Q2 2022 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.21% | 0.53% | 1.00% | Q2 2021 | Q2 2022 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Elo Mutual Pension Insurance Co | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 3 | 2 | 0.01% | 0.08% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Engineers Gate Manager LP | 5 | 5 | 0.02% | 0.17% | 0.43% | Q2 2021 | Q2 2022 | 5 |
Camelot Portfolios, LLC | 5 | 5 | 0.14% | 0.23% | 0.34% | Q2 2021 | Q2 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.18% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
OmniStar Financial Group, Inc. | 5 | 5 | 0.42% | 0.55% | 0.74% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Intersect Capital LLC | 5 | 5 | 0.20% | 0.23% | 0.31% | Q2 2021 | Q2 2022 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.04% | 0.08% | 0.14% | Q3 2021 | Q2 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.22% | 0.24% | 0.27% | Q2 2021 | Q1 2022 | 4 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.58% | 1.66% | Q2 2021 | Q3 2023 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 4 | 4 | 0.51% | 0.64% | 0.76% | Q1 2022 | Q4 2022 | 4 |
Balentine LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Gateway Advisory, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q1 2022 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.01% | 0.05% | 0.15% | Q2 2021 | Q1 2022 | 4 |
CARRET ASSET MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
SeaBridge Investment Advisors LLC | 4 | 4 | 0.49% | 0.78% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.21% | 0.26% | 0.30% | Q2 2021 | Q1 2022 | 4 |
Ballentine Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.22% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.40% | 0.48% | 0.54% | Q4 2021 | Q3 2022 | 4 |
DAVIS R M INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CHURCHILL MANAGEMENT Corp | 3 | 1 | 0.05% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 4 |
City State Bank | 3 | 1 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 4 |
Charter Oak Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
FARMERS TRUST CO | 4 | 4 | 0.57% | 0.69% | 0.77% | Q3 2021 | Q2 2022 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Industrial Alliance Investment Management Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 4 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 4 | 4 | 0.02% | 0.11% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 3 | 1 | 0.02% | 0.24% | 0.63% | Q3 2021 | Q3 2022 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 1.74% | 1.88% | 2.14% | Q2 2021 | Q1 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q2 2022 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 4 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.05% | 0.11% | 0.16% | Q2 2021 | Q2 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q2 2022 | 4 |
Virtu Financial LLC | 3 | 1 | 0.07% | 0.10% | 0.15% | Q2 2021 | Q3 2022 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.04% | 0.14% | Q2 2023 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PRIMECAP MANAGEMENT CO/CA/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL INSURANCE CO | 4 | 4 | 0.03% | 0.13% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Linscomb & Williams, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CLEAR STREET LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 4 |
BANK OF THE WEST | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Quantitative Investment Management, LLC | 4 | 4 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q1 2022 | 4 |
American National Registered Investment Advisor, Inc. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q1 2022 | 4 |
ALLSTATE CORP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.17% | 0.24% | 0.37% | Q2 2022 | Q1 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
REGENTATLANTIC CAPITAL LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Benchmark Investment Advisors LLC | 4 | 4 | 0.42% | 0.54% | 0.64% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Harrison & Co Wealth Management, LLC | 4 | 4 | 0.60% | 0.79% | 1.04% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q4 2022 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.68% | 1.08% | 1.38% | Q3 2021 | Q2 2022 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.47% | 0.55% | 0.61% | Q1 2023 | Q3 2023 | 3 |
MERIDIAN INVESTMENT COUNSEL INC. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 3 |
Echo Street Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q2 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.00% | 0.08% | 0.14% | Q3 2021 | Q2 2022 | 3 |
VIKING GLOBAL INVESTORS LP | 3 | 3 | 0.81% | 1.38% | 1.71% | Q4 2022 | Q2 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q2 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.19% | 0.31% | Q1 2022 | Q3 2022 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.24% | 0.42% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.46% | 0.53% | 0.62% | Q1 2022 | Q3 2022 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.37% | 0.65% | 0.90% | Q3 2021 | Q1 2022 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.21% | 0.47% | Q3 2021 | Q4 2022 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.12% | 0.21% | Q4 2021 | Q2 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.43% | 0.45% | 0.47% | Q2 2023 | Q4 2023 | 3 |
Greenfield Savings Bank | 2 | 1 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q2 2023 | 3 |
Sepio Capital, LP | 2 | 1 | 0.16% | 0.28% | 0.39% | Q2 2021 | Q1 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.06% | 0.30% | 0.64% | Q2 2021 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SAGE RHINO CAPITAL LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cipher Capital LP | 1 | 1 | 0.25% | 0.34% | 0.42% | Q2 2021 | Q2 2023 | 3 |
Clarius Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.15% | 0.17% | 0.20% | Q2 2021 | Q4 2021 | 3 |
Surevest, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DELPHI MANAGEMENT INC /MA/ | 3 | 3 | 1.10% | 1.24% | 1.47% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Centennial Wealth Advisory LLC | 2 | 1 | 0.12% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Leucadia National | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Baupost Group | 3 | 3 | 0.15% | 0.52% | 0.76% | Q1 2023 | Q3 2023 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.29% | 0.47% | Q2 2021 | Q2 2022 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.05% | 0.21% | 0.42% | Q2 2021 | Q1 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FORA Capital, LLC | 1 | 1 | 0.07% | 0.16% | 0.24% | Q2 2021 | Q4 2022 | 3 |
Point72 Hong Kong Ltd | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.27% | 0.38% | 0.45% | Q3 2022 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.14% | 0.55% | 1.02% | Q4 2021 | Q2 2022 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.28% | 3.12% | 7.08% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Long Beach | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.28% | 0.36% | 0.41% | Q2 2021 | Q4 2021 | 3 |
Financial Advisors Network, Inc. | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Panview Asian Equity Master Fund | 3 | 3 | 0.00% | 3.27% | 6.89% | Q2 2021 | Q4 2021 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.73% | 0.80% | 0.84% | Q4 2021 | Q1 2023 | 3 |
Forum Financial Management, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.21% | 0.24% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q1 2023 | Q3 2023 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
AGF Investments LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Kendall Capital Management | 3 | 3 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q4 2021 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.01% | 0.15% | 0.38% | Q2 2021 | Q4 2022 | 3 |
Artemis Investment Management LLP | 2 | 1 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Beck Bode, LLC | 3 | 3 | 0.36% | 0.39% | 0.46% | Q2 2021 | Q4 2021 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.11% | 0.22% | Q3 2021 | Q2 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q4 2021 | 3 |
First Long Island Investors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q2 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clean Yield Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Alpha Family Trust | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.16% | Q3 2021 | Q4 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.28% | 0.38% | 0.48% | Q2 2021 | Q3 2021 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q4 2022 | 2 |
World Asset Management Inc | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 2.54% | 2.82% | 3.10% | Q3 2021 | Q4 2021 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EHP Funds Inc. | 2 | 2 | 0.10% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 2 |
Vancity Investment Management Ltd | 2 | 2 | 0.88% | 0.96% | 1.04% | Q2 2021 | Q3 2021 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.69% | 0.70% | 0.70% | Q2 2023 | Q3 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KARLINSKI ANDREW C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Altman Advisors, Inc. | 2 | 2 | 0.55% | 0.64% | 0.73% | Q2 2022 | Q3 2022 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Realta Investment Advisors | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 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% | Q4 2022 | Q1 2023 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q4 2022 | 2 |
XR Securities LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 1.02% | 1.29% | 1.56% | Q2 2023 | Q3 2023 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
JB Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Woodline Partners LP | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2023 | Q3 2023 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 2 | 0.64% | 0.73% | 0.81% | Q4 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.29% | 0.30% | 0.30% | Q2 2021 | Q2 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.72% | 0.80% | 0.88% | Q2 2021 | Q3 2021 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q2 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2022 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.21% | 0.43% | 0.64% | Q2 2021 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
VIKING FUND MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Bancshares, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Force Hill Capital Management LP | 2 | 2 | 0.92% | 1.02% | 1.13% | Q3 2021 | Q4 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Olympiad Research LP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Slate Path Capital LP | 2 | 2 | 3.83% | 5.12% | 6.42% | Q2 2023 | Q3 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 2 |
KCL Capital, L.P. | 1 | 1 | 1.05% | 1.44% | 1.84% | Q4 2021 | Q2 2022 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
IAT REINSURANCE CO LTD. | 1 | 1 | 0.01% | 1.47% | 2.94% | Q3 2021 | Q1 2022 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nishkama Capital, LLC | 2 | 2 | 0.23% | 0.52% | 0.81% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.66% | 0.75% | 0.84% | Q1 2022 | Q2 2022 | 2 |
MARATHON CAPITAL MANAGEMENT | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Heron Bay Capital Management | 1 | 1 | 0.10% | 0.27% | 0.44% | Q3 2022 | Q2 2023 | 2 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Capital Research Global Investors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lumbard & Kellner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Albar Capital Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RESOURCE CONSULTING GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
BBVA USA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Contour Asset Management LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2022 | Q3 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Roth Financial Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Standard Family Office LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CenterBook Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
BP PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Key FInancial Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Essex Savings Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bridgewater Associates | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
QS Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
SEIZERT CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2022 | Q2 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SBB Research Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Salvus Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Duquesne Family Office | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2021 | Q2 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
MWA Asset Management | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SEAGATE TECHNOLOGY HLDNGS PL or have owned SEAGATE TECHNOLOGY HLDNGS PL in the past.