Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 55 |
Citadel Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 55 |
PEAK6 Investments LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 47 |
MILLENNIUM MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.09% | Q1 2019 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 31 |
CAPSTONE INVESTMENT ADVISORS, LLC | 9 | 3 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 29 |
UBS Group AG | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 24 |
Walleye Trading LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 21 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.51% | 0.83% | 2.00% | Q4 2018 | Q3 2023 | 20 |
Versant Capital Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
CITIGROUP INC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Treasurer of the State of North Carolina | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BARCLAYS PLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CONGRESS ASSET MANAGEMENT CO /MA | 19 | 19 | 0.97% | 1.17% | 1.39% | Q1 2019 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
SEGALL BRYANT & HAMILL, LLC | 19 | 19 | 0.01% | 0.06% | 0.34% | Q1 2019 | Q3 2023 | 19 |
SIT INVESTMENT ASSOCIATES INC | 19 | 19 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Legal & General Group Plc | 19 | 19 | 0.01% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BlackRock Inc. | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
West Coast Financial LLC | 19 | 19 | 0.06% | 0.89% | 2.50% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BAHL & GAYNOR INC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Aureus Asset Management, LLC | 19 | 19 | 0.11% | 0.25% | 0.55% | Q1 2019 | Q3 2023 | 19 |
PITCAIRN CO | 19 | 19 | 0.03% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BOSTON FAMILY OFFICE LLC | 19 | 19 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Wealth Planning Services, Inc. | 19 | 19 | 0.05% | 0.11% | 0.25% | Q1 2019 | Q3 2023 | 19 |
State of Tennessee, Treasury Department | 19 | 19 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q3 2023 | 19 |
M&T BANK CORP | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
VOYA INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
STATE STREET CORP | 19 | 19 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
PRIVATE TRUST CO NA | 19 | 19 | 0.03% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 19 | 19 | 0.02% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GW&K Investment Management, LLC | 19 | 19 | 0.21% | 0.50% | 0.78% | Q1 2019 | Q3 2023 | 19 |
Retirement Systems of Alabama | 19 | 19 | 0.02% | 0.07% | 0.19% | Q1 2019 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 19 | 19 | 0.31% | 0.51% | 0.74% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 19 | 19 | 0.58% | 1.08% | 1.44% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.05% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
NORTHERN TRUST CORP | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
AMICA MUTUAL INSURANCE CO | 19 | 19 | 0.23% | 0.69% | 1.39% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.00% | 0.02% | 0.13% | Q1 2019 | Q3 2023 | 19 |
PROFUND ADVISORS LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MASTRAPASQUA ASSET MANAGEMENT INC | 19 | 19 | 0.34% | 0.39% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LORD, ABBETT & CO. LLC | 19 | 19 | 0.09% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
State of Alaska, Department of Revenue | 19 | 19 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
WESTWOOD HOLDINGS GROUP INC | 19 | 19 | 0.04% | 0.10% | 0.26% | Q1 2019 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Invesco Ltd. | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.24% | 0.49% | 1.01% | Q1 2019 | Q3 2023 | 19 |
CONNABLE OFFICE INC | 19 | 19 | 0.14% | 0.15% | 0.17% | Q1 2019 | Q3 2023 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 19 | 19 | 0.06% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GAMCO INVESTORS, INC. ET AL | 19 | 19 | 0.10% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 19 |
STRS OHIO | 19 | 19 | 0.00% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 19 |
RMB Capital Management, LLC | 19 | 19 | 0.80% | 1.35% | 1.73% | Q1 2019 | Q3 2023 | 19 |
INTRUST BANK NA | 19 | 19 | 0.08% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 19 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 19 | 0.02% | 0.26% | 0.46% | Q1 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 19 |
ArrowMark Colorado Holdings LLC | 19 | 19 | 1.19% | 1.85% | 2.42% | Q1 2019 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
GABELLI FUNDS LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Louisiana State Employees Retirement System | 19 | 19 | 0.03% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 19 | 19 | 0.01% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 19 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19 | 19 | 0.03% | 0.05% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.26% | 0.35% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Smithfield Trust Co | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Daiwa Securities Group Inc. | 19 | 19 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MGO ONE SEVEN LLC | 19 | 19 | 0.03% | 0.15% | 0.36% | Q1 2019 | Q3 2023 | 19 |
VICTORY CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.03% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 19 | 19 | 0.05% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PRICE T ROWE ASSOCIATES INC /MD/ | 19 | 19 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Callahan Advisors, LLC | 19 | 19 | 0.44% | 0.84% | 1.13% | Q1 2019 | Q3 2023 | 19 |
CIGNA INVESTMENTS INC /NEW | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Tradewinds Capital Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Allianz Asset Management GmbH | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FIRST MANHATTAN CO. LLC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.06% | 0.32% | 0.48% | Q1 2019 | Q3 2023 | 19 |
Fisher Asset Management, LLC | 19 | 19 | 0.00% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Utah Retirement Systems | 19 | 19 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ProShare Advisors LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NATIXIS ADVISORS, L.P. | 19 | 19 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Larson Financial Group LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Boston Trust Walden Corp | 19 | 19 | 0.23% | 0.36% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
SEI INVESTMENTS CO | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MIDDLETON & CO INC/MA | 19 | 19 | 1.40% | 1.54% | 1.70% | Q1 2019 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 19 | 19 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Russell Investments Group, Ltd. | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Amica Retiree Medical Trust | 19 | 19 | 0.18% | 0.72% | 1.70% | Q1 2019 | Q3 2023 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 19 | 0.13% | 0.17% | 0.33% | Q1 2019 | Q3 2023 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 19 | 0.00% | 0.03% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 19 | 19 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q3 2023 | 19 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 19 | 19 | 0.18% | 0.23% | 0.28% | Q1 2019 | Q3 2023 | 19 |
VANGUARD GROUP INC | 19 | 19 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
CENTRAL TRUST Co | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Rodgers Brothers Inc. | 19 | 19 | 0.13% | 0.21% | 0.26% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BOSTON FINANCIAL MANGEMENT LLC | 19 | 19 | 1.06% | 1.67% | 1.95% | Q1 2019 | Q3 2023 | 19 |
VILLERE ST DENIS J & CO LLC | 19 | 19 | 2.05% | 4.93% | 7.28% | Q1 2019 | Q3 2023 | 19 |
SECURIAN ASSET MANAGEMENT, INC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 19 | 0.09% | 0.25% | 0.44% | Q1 2019 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
DEARBORN PARTNERS LLC | 19 | 19 | 1.30% | 1.65% | 2.12% | Q1 2019 | Q3 2023 | 19 |
COMMERCE BANK | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 19 | 19 | 0.06% | 0.16% | 0.56% | Q1 2019 | Q3 2023 | 19 |
BESSEMER GROUP INC | 19 | 19 | 0.36% | 0.43% | 0.52% | Q1 2019 | Q3 2023 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
WCM INVESTMENT MANAGEMENT, LLC | 19 | 19 | 1.92% | 3.38% | 4.56% | Q1 2019 | Q3 2023 | 19 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WELCH CAPITAL PARTNERS LLC/NY | 19 | 19 | 1.24% | 1.56% | 2.39% | Q1 2019 | Q3 2023 | 19 |
EQUITABLE TRUST CO | 19 | 19 | 0.21% | 0.34% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Ameritas Investment Partners, Inc. | 19 | 19 | 0.03% | 0.08% | 0.24% | Q1 2019 | Q3 2023 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 19 | 19 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Crossmark Global Holdings, Inc. | 19 | 19 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 19 |
SNYDER CAPITAL MANAGEMENT L P | 19 | 19 | 0.49% | 0.64% | 0.92% | Q1 2019 | Q3 2023 | 19 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 19 | 19 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 19 | 19 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PANAGORA ASSET MANAGEMENT INC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 19 | 19 | 0.04% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Private Harbour Investment Management & Counsel, LLC | 19 | 19 | 1.17% | 1.38% | 1.55% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
NBW CAPITAL LLC | 19 | 19 | 1.10% | 1.52% | 2.14% | Q1 2019 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 19 | 19 | 0.10% | 0.18% | 0.27% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 14 | 3 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FEDERATED HERMES, INC. | 19 | 19 | 0.15% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19 | 19 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
NICHOLAS COMPANY, INC. | 19 | 19 | 0.16% | 0.31% | 0.47% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO OF NEVADA INC | 19 | 19 | 0.05% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Swiss National Bank | 19 | 19 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
TEXAS PERMANENT SCHOOL FUND CORP | 19 | 19 | 0.03% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
RHUMBLINE ADVISERS | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 19 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
GATEWAY INVESTMENT ADVISERS LLC | 19 | 19 | 0.01% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.07% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SPEECE THORSON CAPITAL GROUP INC | 19 | 19 | 1.06% | 2.10% | 4.06% | Q1 2019 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
AXA S.A. | 19 | 19 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 19 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 19 | 0.01% | 0.05% | 0.28% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.03% | 0.13% | 0.42% | Q2 2019 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
DIMENSIONAL FUND ADVISORS LP | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Wealthfront Advisers LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Lee Financial Co | 17 | 1 | 0.00% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 17 | 1 | 0.01% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 18 | 18 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
TD ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
APG Asset Management N.V. | 18 | 18 | 0.00% | 0.75% | 1.57% | Q2 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 5 | 0.07% | 0.18% | 0.35% | Q1 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 2 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Tekla Capital Management LLC | 18 | 18 | 0.07% | 0.26% | 0.84% | Q1 2019 | Q2 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Gotham Asset Management, LLC | 18 | 18 | 0.02% | 0.07% | 0.21% | Q2 2019 | Q3 2023 | 18 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 13 | 5 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Colonial Trust Advisors | 18 | 18 | 0.20% | 0.65% | 0.80% | Q2 2019 | Q3 2023 | 18 |
Wellington Shields Capital Management, LLC | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Man Group plc | 15 | 3 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AQR Capital Management | 18 | 18 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
MACKENZIE FINANCIAL CORP | 15 | 3 | 0.07% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 15 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 18 | 0.21% | 0.35% | 0.58% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 12 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Veritable, L.P. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
GREENLEAF TRUST | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.02% | 0.06% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
DE BURLO GROUP INC | 13 | 5 | 0.17% | 0.50% | 2.81% | Q1 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2023 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
KBC Group NV | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 13 | 4 | 0.06% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.38% | 0.85% | Q1 2019 | Q1 2023 | 17 |
Mn Services Vermogensbeheer B.V. | 10 | 7 | 0.08% | 0.10% | 0.11% | Q2 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
CASTLEARK MANAGEMENT LLC | 16 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Select Equity Group, L.P. | 17 | 17 | 0.13% | 1.01% | 1.84% | Q3 2019 | Q3 2023 | 17 |
EARNEST PARTNERS LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Vident Investment Advisory, LLC | 14 | 3 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 17 |
Korea Investment CORP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 4 | 0.04% | 0.21% | 0.30% | Q1 2019 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
AVIVA PLC | 17 | 17 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Andra AP-fonden | 11 | 6 | 0.02% | 0.12% | 0.33% | Q2 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 13 | 4 | 0.00% | 0.15% | 0.51% | Q2 2019 | Q3 2023 | 17 |
Robeco Institutional Asset Management B.V. | 15 | 2 | 0.00% | 0.14% | 0.31% | Q1 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Advisors Asset Management, Inc. | 15 | 2 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 17 |
Wellington Shields & Co., LLC | 16 | 1 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
BANK OF NOVA SCOTIA | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
GREENWOOD CAPITAL ASSOCIATES LLC | 15 | 1 | 0.00% | 0.16% | 0.27% | Q1 2019 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.04% | 0.22% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DELTA ASSET MANAGEMENT LLC/TN | 12 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 16 |
Southeast Asset Advisors Inc. | 16 | 16 | 0.31% | 0.40% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.25% | 0.50% | 0.68% | Q4 2019 | Q3 2023 | 16 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 16 |
Kentucky Retirement Systems Insurance Trust Fund | 16 | 16 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 16 |
SECURITY ASSET MANAGEMENT | 16 | 16 | 0.69% | 0.98% | 1.34% | Q1 2019 | Q4 2022 | 16 |
Squarepoint Ops LLC | 8 | 2 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 16 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 16 | 16 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Waratah Capital Advisors Ltd. | 14 | 2 | 0.04% | 0.22% | 0.44% | Q2 2019 | Q3 2023 | 16 |
COMERICA BANK | 16 | 16 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 16 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.02% | 0.12% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Pendal Group Ltd | 16 | 16 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q4 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Echo Street Capital Management LLC | 16 | 16 | 0.31% | 0.74% | 1.18% | Q1 2019 | Q4 2022 | 16 |
Clearstead Advisors, LLC | 16 | 16 | 0.15% | 0.41% | 0.78% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.15% | 0.17% | 0.20% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Kentucky Retirement Systems | 16 | 16 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Assenagon Asset Management S.A. | 12 | 4 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ALTA CAPITAL MANAGEMENT LLC/ | 15 | 1 | 0.01% | 1.97% | 3.18% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 16 | 16 | 0.01% | 1.69% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.02% | 0.29% | 0.52% | Q4 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Altshuler Shaham Ltd | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q4 2022 | 16 |
NORGES BANK | 16 | 16 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2022 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 15 | 15 | 0.25% | 0.32% | 0.36% | Q1 2019 | Q3 2022 | 15 |
American Portfolios Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 15 |
Beaumont Financial Partners, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 15 |
FENIMORE ASSET MANAGEMENT INC | 15 | 15 | 0.48% | 0.84% | 1.10% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.04% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 15 | 15 | 0.33% | 0.48% | 0.58% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.06% | 0.14% | Q1 2019 | Q3 2022 | 15 |
GUARDIAN CAPITAL LP | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
PARK NATIONAL CORP /OH/ | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2023 | 15 |
STONE RUN CAPITAL, LLC | 15 | 15 | 2.48% | 2.85% | 3.34% | Q1 2020 | Q3 2023 | 15 |
DF DENT & CO INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.53% | 0.63% | 0.88% | Q1 2020 | Q3 2023 | 15 |
FIL Ltd | 8 | 2 | 0.00% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 15 |
COLONY GROUP LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Foundry Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
GREAT LAKES ADVISORS, LLC | 12 | 1 | 0.00% | 0.20% | 0.57% | Q1 2019 | Q3 2023 | 15 |
Rafferty Asset Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
LaFleur & Godfrey LLC | 15 | 15 | 1.74% | 2.03% | 2.42% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.77% | 0.87% | 0.98% | Q1 2020 | Q3 2023 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.05% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON CAPITAL MANAGEMENT, INC | 15 | 15 | 0.43% | 0.54% | 0.66% | Q1 2019 | Q3 2022 | 15 |
OAK RIDGE INVESTMENTS LLC | 15 | 15 | 0.08% | 0.38% | 0.73% | Q1 2020 | Q3 2023 | 15 |
MARIETTA INVESTMENT PARTNERS LLC | 15 | 15 | 0.14% | 0.49% | 1.32% | Q1 2019 | Q3 2022 | 15 |
CI INVESTMENTS INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 9 | 6 | 0.00% | 0.09% | 0.34% | Q1 2019 | Q4 2022 | 15 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
McCollum Christoferson Group LLC | 14 | 14 | 1.57% | 1.90% | 2.32% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
WINSLOW ASSET MANAGEMENT INC | 14 | 14 | 1.31% | 1.46% | 1.67% | Q2 2020 | Q3 2023 | 14 |
Legato Capital Management LLC | 14 | 14 | 0.95% | 1.80% | 2.98% | Q2 2019 | Q3 2022 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
OSSIAM | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Insurance Company, Ltd | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Sustainable Growth Advisers, LP | 14 | 14 | 0.04% | 0.44% | 1.36% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
GM Advisory Group, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Foster Victor Wealth Advisors, LLC | 14 | 14 | 0.10% | 0.70% | 1.07% | Q2 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 8 | 6 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q1 2023 | 14 |
Eventide Asset Management | 14 | 14 | 0.06% | 0.32% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 7 | 7 | 0.04% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 13 | 1 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 14 |
Argent Trust Co | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
LONDON CO OF VIRGINIA | 13 | 13 | 0.85% | 0.96% | 1.13% | Q3 2020 | Q3 2023 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q1 2022 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Holloway Wealth Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 13 |
FORTE CAPITAL LLC /ADV | 9 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Keeley-Teton Advisors, LLC | 13 | 13 | 0.03% | 0.28% | 0.51% | Q1 2019 | Q1 2022 | 13 |
DAVIS R M INC | 13 | 13 | 0.12% | 0.30% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 7 | 6 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2022 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 13 |
AMALGAMATED BANK | 7 | 6 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 13 |
Azimuth Capital Management LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.08% | 0.14% | 0.29% | Q2 2019 | Q2 2022 | 13 |
Addenda Capital Inc. | 13 | 13 | 0.06% | 0.10% | 0.14% | Q1 2019 | Q1 2022 | 13 |
GENERATION INVESTMENT MANAGEMENT LLP | 13 | 13 | 0.38% | 1.63% | 2.70% | Q3 2020 | Q3 2023 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.09% | 0.25% | Q1 2019 | Q3 2023 | 13 |
Employees Retirement System of Texas | 7 | 6 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2022 | 13 |
AlphaCrest Capital Management LLC | 7 | 6 | 0.03% | 0.07% | 0.28% | Q2 2019 | Q3 2022 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 6 | 2 | 0.01% | 0.10% | 0.36% | Q1 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 2 | 0.16% | 0.20% | 0.27% | Q3 2019 | Q3 2023 | 13 |
Bridgewater Associates | 13 | 13 | 0.04% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Pacer Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cinctive Capital Management LP | 5 | 1 | 0.04% | 0.28% | 0.49% | Q1 2020 | Q3 2023 | 12 |
Mariner, LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.12% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
PRIO WEALTH LIMITED PARTNERSHIP | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 12 |
Brinker Capital Investments, LLC | 10 | 2 | 0.01% | 0.14% | 0.22% | Q1 2019 | Q4 2022 | 12 |
WELCH & FORBES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RENAISSANCE GROUP LLC | 12 | 12 | 0.42% | 0.52% | 0.74% | Q1 2019 | Q4 2021 | 12 |
EMERALD ADVISERS, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 9 | 3 | 0.10% | 0.31% | 0.99% | Q3 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.12% | 0.23% | Q1 2019 | Q4 2021 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Marquette Asset Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 12 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 12 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.03% | 0.10% | 0.30% | Q4 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.07% | 0.37% | Q1 2019 | Q2 2023 | 12 |
FIRST QUADRANT LLC/CA | 12 | 12 | 0.19% | 0.29% | 0.38% | Q1 2019 | Q4 2021 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 12 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 10 | 2 | 0.42% | 0.65% | 0.96% | Q1 2019 | Q3 2023 | 12 |
Strategic Wealth Partners, Ltd. | 12 | 12 | 0.23% | 0.35% | 0.51% | Q2 2020 | Q1 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 1.08% | 1.22% | 1.35% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2022 | 12 |
BROWN ADVISORY INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 8 | 4 | 0.05% | 0.10% | 0.19% | Q3 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.37% | 0.43% | 0.53% | Q4 2020 | Q3 2023 | 12 |
TWIN CAPITAL MANAGEMENT INC | 12 | 12 | 0.12% | 0.36% | 0.51% | Q1 2019 | Q4 2021 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.19% | 0.38% | 0.54% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 10 | 1 | 0.00% | 0.07% | 0.78% | Q3 2019 | Q3 2022 | 11 |
Seascape Capital Management | 11 | 11 | 0.29% | 0.38% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Diversified Trust Co | 11 | 11 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q4 2023 | 11 |
Simplicity Solutions, LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.23% | Q1 2021 | Q3 2023 | 11 |
World Asset Management Inc | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2021 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.01% | 0.14% | 0.19% | Q1 2020 | Q3 2022 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.19% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Conestoga Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 11 |
Clear Harbor Asset Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Krane Funds Advisors LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Ethic Inc. | 6 | 1 | 0.02% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 11 |
FORT, L.P. | 11 | 11 | 0.11% | 0.39% | 0.59% | Q1 2019 | Q3 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 11 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.06% | 0.11% | 0.18% | Q1 2019 | Q3 2021 | 11 |
Cerity Partners LLC | 10 | 1 | 0.00% | 0.15% | 0.31% | Q1 2019 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.24% | Q2 2020 | Q3 2021 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.00% | 0.09% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 0.69% | 0.96% | 1.26% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.02% | 0.04% | 0.16% | Q1 2019 | Q4 2021 | 11 |
South Dakota Investment Council | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
CX Institutional | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 11 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 11 | 0.43% | 0.51% | 0.85% | Q3 2019 | Q1 2022 | 11 |
Channing Capital Management, LLC | 6 | 5 | 0.30% | 0.40% | 0.49% | Q1 2019 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
TBH Global Asset Management, LLC | 11 | 11 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q4 2022 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Wambolt & Associates, LLC | 11 | 11 | 0.16% | 0.22% | 0.29% | Q1 2020 | Q3 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.09% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Meiji Yasuda Asset Management Co Ltd. | 5 | 2 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
ALLSTATE CORP | 11 | 11 | 0.01% | 0.02% | 0.09% | Q2 2020 | Q4 2022 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.19% | 0.39% | 0.55% | Q1 2020 | Q3 2022 | 11 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.54% | 0.74% | 1.19% | Q1 2021 | Q3 2023 | 11 |
abrdn plc | 10 | 10 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Champlain Investment Partners, LLC | 10 | 10 | 1.18% | 1.46% | 1.72% | Q2 2021 | Q3 2023 | 10 |
Freedom Day Solutions, LLC | 10 | 10 | 0.88% | 0.92% | 0.95% | Q1 2020 | Q2 2022 | 10 |
Avior Wealth Management, LLC | 9 | 1 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 10 |
Values First Advisors, Inc. | 10 | 10 | 0.15% | 0.25% | 0.33% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Van Cleef Asset Management,Inc | 10 | 10 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q3 2021 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 10 | 10 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.12% | 0.35% | Q1 2019 | Q1 2023 | 10 |
Handelsbanken Fonder AB | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Suncoast Equity Management | 10 | 10 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 10 |
FULTON BANK, N.A. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2023 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 10 | 10 | 0.02% | 0.10% | 0.19% | Q1 2019 | Q2 2021 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 10 | 10 | 0.38% | 0.75% | 1.09% | Q3 2020 | Q4 2022 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 8 | 2 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q4 2022 | 10 |
Redpoint Investment Management Pty Ltd | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 10 |
OneAscent Wealth Management LLC | 7 | 1 | 0.15% | 0.26% | 0.57% | Q4 2020 | Q3 2023 | 10 |
MOODY ALDRICH PARTNERS LLC | 6 | 1 | 0.03% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Stokes Capital Advisors, LLC | 10 | 10 | 0.17% | 0.33% | 0.64% | Q3 2020 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Quantinno Capital Management LP | 4 | 2 | 0.07% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CANANDAIGUA NATIONAL CORP | 9 | 1 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 10 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 3 | 0.02% | 0.22% | 0.46% | Q1 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.02% | 0.32% | 0.56% | Q1 2021 | Q2 2023 | 10 |
Teton Advisors, Inc. | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
PGGM Investments | 10 | 10 | 0.04% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 10 |
ING GROEP NV | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
DIKER MANAGEMENT LLC | 10 | 10 | 29.93% | 50.32% | 71.48% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors, Ltd. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.12% | 0.28% | Q1 2021 | Q2 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
QS Investors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 10 |
JENNISON ASSOCIATES LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.48% | 0.76% | 1.30% | Q4 2021 | Q4 2023 | 9 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 9 |
Newfound Research LLC | 9 | 9 | 0.07% | 0.19% | 0.33% | Q3 2020 | Q3 2022 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 9 | 0.70% | 0.79% | 0.91% | Q1 2019 | Q1 2021 | 9 |
Jackson Creek Investment Advisors LLC | 9 | 9 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q3 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2022 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 0.22% | 0.38% | 0.52% | Q2 2020 | Q2 2022 | 9 |
F3Logic, LLC | 8 | 1 | 0.03% | 0.60% | 5.10% | Q3 2020 | Q4 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q1 2021 | 9 |
Plante Moran Financial Advisors, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 9 |
Maryland State Retirement & Pension System | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 9 | 0.01% | 0.04% | 0.05% | Q1 2019 | Q1 2021 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.16% | 0.18% | 0.21% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.10% | 0.40% | Q1 2019 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
IBM Retirement Fund | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Fiera Capital Corp | 8 | 1 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.04% | 0.19% | 0.41% | Q2 2020 | Q2 2022 | 9 |
Jacobsen Capital Management | 9 | 9 | 0.74% | 0.88% | 0.98% | Q3 2020 | Q3 2022 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.06% | 0.20% | Q2 2019 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.54% | 0.61% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Paloma Partners Management Co | 7 | 1 | 0.01% | 0.08% | 0.36% | Q1 2019 | Q3 2021 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 5 | 4 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q4 2023 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.23% | 0.45% | 0.63% | Q3 2021 | Q3 2023 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Advisors Capital Management, LLC | 9 | 9 | 0.18% | 0.32% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Bancreek Capital Management, LP | 8 | 8 | 3.35% | 4.08% | 5.30% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 7 | 1 | 1.10% | 1.36% | 1.56% | Q1 2015 | Q3 2020 | 8 |
KABOUTER MANAGEMENT, LLC | 8 | 8 | 4.08% | 8.96% | 13.94% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q1 2021 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Aperio Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Summit Global Investments | 8 | 8 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q4 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.13% | 0.17% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 8 |
MASON STREET ADVISORS, LLC | 8 | 8 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q4 2020 | 8 |
Knights of Columbus Asset Advisors LLC | 6 | 2 | 0.10% | 0.65% | 0.92% | Q2 2020 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 8 |
Key FInancial Inc | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PineBridge Investments, L.P. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q1 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.20% | 0.95% | 1.26% | Q4 2021 | Q3 2023 | 8 |
CAMBIAR INVESTORS LLC | 8 | 8 | 0.18% | 0.27% | 0.37% | Q1 2020 | Q4 2021 | 8 |
Meiji Yasuda Life Insurance Co | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q2 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 6 | 2 | 0.01% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.01% | 0.02% | 0.12% | Q1 2019 | Q4 2020 | 8 |
Center for Financial Planning, Inc. | 6 | 2 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.30% | 0.34% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Checchi Capital Advisers, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 1.36% | 1.61% | 1.86% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.06% | 0.14% | Q1 2019 | Q3 2022 | 8 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q2 2023 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.23% | 0.39% | 0.48% | Q3 2021 | Q2 2023 | 8 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2022 | 8 |
Wahed Invest LLC | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 1 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sands Capital Management | 8 | 8 | 0.16% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q4 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BBVA USA Bancshares, Inc. | 6 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.30% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 6 | 2 | 0.09% | 0.12% | 0.17% | Q1 2020 | Q4 2022 | 8 |
Allred Capital Management, LLC | 6 | 1 | 0.01% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 7 |
DAVENPORT & Co LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Qtron Investments LLC | 4 | 3 | 0.11% | 0.21% | 0.35% | Q2 2019 | Q2 2021 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2020 | 7 |
HFR Wealth Management, LLC | 7 | 7 | 2.17% | 2.39% | 2.61% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 7 |
Versor Investments LP | 4 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2022 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 7 |
CREDIT AGRICOLE S A | 5 | 1 | 0.00% | 0.07% | 0.22% | Q1 2019 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Dana Investment Advisors, Inc. | 4 | 1 | 0.02% | 0.47% | 0.62% | Q1 2020 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.05% | 0.27% | Q3 2019 | Q2 2022 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
American Trust | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.38% | 0.78% | 1.00% | Q4 2021 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.06% | 0.21% | Q1 2019 | Q3 2022 | 7 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.09% | 0.54% | Q2 2020 | Q3 2023 | 7 |
SIGMA INVESTMENT COUNSELORS INC | 5 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Ninety One UK Ltd | 7 | 7 | 0.08% | 0.14% | 0.17% | Q1 2021 | Q3 2022 | 7 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2020 | 7 |
Trust Asset Management LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.45% | 1.52% | 2.66% | Q1 2020 | Q2 2022 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.23% | 0.27% | 0.30% | Q4 2019 | Q2 2021 | 7 |
Marshall Wace North America L.P. | 4 | 3 | 0.01% | 0.39% | 0.91% | Q2 2019 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.62% | 0.69% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.01% | 0.16% | 0.49% | Q2 2020 | Q3 2023 | 7 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Arabesque Asset Management Ltd | 3 | 1 | 0.08% | 1.50% | 4.29% | Q3 2019 | Q1 2022 | 7 |
C M BIDWELL & ASSOCIATES LTD | 6 | 1 | 0.02% | 0.39% | 0.57% | Q1 2019 | Q2 2021 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.31% | 0.38% | 0.46% | Q4 2020 | Q2 2022 | 7 |
IEQ CAPITAL, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.08% | 0.28% | Q4 2019 | Q4 2021 | 6 |
BP PLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.12% | 0.14% | 0.19% | Q1 2019 | Q2 2020 | 6 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 6 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.11% | 0.20% | Q3 2019 | Q2 2023 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 6 | 6 | 0.10% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Pallas Capital Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 1 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HOMESTEAD ADVISERS CORP | 6 | 6 | 0.03% | 0.41% | 0.78% | Q1 2019 | Q2 2020 | 6 |
Bay Harbor Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 6 |
Bowman & Co S.C. | 6 | 6 | 0.25% | 0.38% | 0.55% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.14% | 0.28% | Q4 2019 | Q1 2023 | 6 |
Rathbones Group PLC | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
Paragon Capital Management Ltd | 4 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.29% | 0.33% | 0.38% | Q1 2021 | Q2 2022 | 6 |
Stone Ridge Asset Management LLC | 6 | 6 | 0.10% | 0.16% | 0.22% | Q1 2019 | Q2 2020 | 6 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 6 |
WINTON GROUP Ltd | 5 | 1 | 0.03% | 0.09% | 0.18% | Q3 2019 | Q2 2023 | 6 |
HARRELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.43% | 0.55% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
361 CAPITAL LLC | 6 | 6 | 0.12% | 0.32% | 0.77% | Q1 2019 | Q2 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.19% | 0.21% | 0.23% | Q2 2020 | Q3 2021 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q1 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DC Investments Management, LLC | 6 | 6 | 0.27% | 0.58% | 0.75% | Q1 2019 | Q2 2020 | 6 |
Comprehensive Financial Consultants Institutional, Inc. | 6 | 6 | 0.56% | 0.67% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 6 |
Standard Family Office LLC | 3 | 3 | 0.01% | 0.16% | 0.68% | Q4 2020 | Q3 2022 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q2 2020 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.03% | 0.17% | 0.26% | Q4 2019 | Q1 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NTV ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
TimesSquare Capital Management, LLC | 3 | 3 | 0.32% | 0.39% | 0.46% | Q2 2019 | Q4 2020 | 6 |
Czech National Bank | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.24% | 0.36% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Corient Capital Partners, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.06% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 6 |
Meridian Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.34% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Fund Management at Engine No. 1 LLC | 4 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 6 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q2 2022 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.19% | 0.82% | Q1 2019 | Q4 2021 | 5 |
Sound Income Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
CHICAGO EQUITY PARTNERS LLC | 5 | 5 | 0.42% | 0.59% | 0.89% | Q1 2019 | Q1 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Taylor Frigon Capital Management LLC | 5 | 5 | 0.52% | 0.64% | 0.75% | Q3 2022 | Q3 2023 | 5 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.40% | 0.47% | 0.53% | Q2 2020 | Q2 2021 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.29% | 1.05% | Q3 2019 | Q2 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.15% | 0.51% | 0.85% | Q2 2019 | Q2 2020 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.18% | 0.86% | Q2 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.02% | 0.15% | 0.30% | Q4 2020 | Q4 2022 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.12% | 0.22% | 0.52% | Q4 2019 | Q4 2020 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 5 |
BARINGS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
PRECEPT MANAGEMENT LLC | 3 | 3 | 0.00% | 1.25% | 2.94% | Q4 2019 | Q2 2020 | 5 |
TIEMANN INVESTMENT ADVISORS, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
GAM Holding AG | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 5 |
Regal Investment Advisors LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.44% | 0.46% | 0.49% | Q2 2021 | Q2 2022 | 5 |
Andesa Financial Management Inc. | 4 | 1 | 0.12% | 0.16% | 0.23% | Q1 2019 | Q1 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 5 | 0.25% | 0.32% | 0.44% | Q2 2022 | Q2 2023 | 5 |
Lido Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.06% | 0.33% | 0.56% | Q2 2019 | Q4 2022 | 5 |
Princeton Portfolio Strategies Group LLC | 5 | 5 | 0.99% | 1.41% | 1.72% | Q2 2020 | Q2 2021 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.07% | 0.17% | Q3 2019 | Q3 2021 | 5 |
tru Independence LLC | 3 | 2 | 0.00% | 0.05% | 0.17% | Q4 2019 | Q1 2021 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.14% | 0.19% | 0.26% | Q2 2020 | Q2 2021 | 5 |
FinTrust Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.40% | 0.43% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.02% | 0.08% | 0.32% | Q1 2020 | Q3 2023 | 5 |
Semmax Financial Advisors Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Peterson Wealth Services | 5 | 5 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q2 2023 | 5 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 1 | 0.45% | 0.54% | 0.60% | Q2 2019 | Q2 2021 | 5 |
Canton Hathaway, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q2 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.10% | 0.34% | 0.41% | Q3 2021 | Q3 2023 | 5 |
Marks Group Wealth Management, Inc | 4 | 1 | 0.19% | 0.71% | 0.89% | Q2 2020 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Arlington Partners LLC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.26% | 0.34% | 0.51% | Q3 2019 | Q4 2020 | 5 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 5 |
McIlrath & Eck, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.00% | 0.10% | 0.29% | Q1 2019 | Q3 2020 | 4 |
CADEN CAPITAL PARTNERS, LP | 4 | 4 | 2.82% | 5.09% | 7.31% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 1 | 0.31% | 0.37% | 0.43% | Q1 2019 | Q1 2020 | 4 |
DENALI ADVISORS LLC | 4 | 4 | 0.37% | 0.84% | 1.55% | Q1 2020 | Q4 2020 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.15% | 0.24% | 0.40% | Q2 2020 | Q2 2021 | 4 |
Chiron Investment Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Alpha Paradigm Partners, LLC | 4 | 4 | 0.04% | 0.12% | 0.31% | Q4 2020 | Q3 2021 | 4 |
Herold Advisors, Inc. | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q4 2019 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Rice Partnership, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 4 |
LA FINANCIERE DE L'ECHIQUIER | 4 | 4 | 0.32% | 0.55% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 1.07% | 1.16% | 1.31% | Q4 2021 | Q3 2022 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2021 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q4 2020 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Xact Kapitalforvaltning AB | 3 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rampart Investment Management Company, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2020 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Soleus Capital Management, L.P. | 3 | 1 | 1.20% | 1.26% | 1.29% | Q4 2019 | Q2 2022 | 4 |
Locust Wood Capital Advisers | 3 | 1 | 1.31% | 2.41% | 3.18% | Q2 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MSD Partners, L.P. | 4 | 4 | 0.42% | 0.85% | 1.23% | Q1 2021 | Q4 2021 | 4 |
Proficio Capital Partners LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Thematics Asset Management | 4 | 4 | 2.06% | 2.24% | 2.33% | Q4 2022 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2019 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.06% | 0.11% | 0.19% | Q2 2019 | Q3 2021 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q4 2020 | 4 |
AGF Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
Cipher Capital LP | 3 | 1 | 0.08% | 0.13% | 0.19% | Q3 2019 | Q2 2022 | 4 |
Price Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.47% | 0.56% | 0.61% | Q1 2019 | Q4 2019 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2022 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Aurora Investment Counsel | 4 | 4 | 0.24% | 0.73% | 1.27% | Q1 2020 | Q4 2020 | 4 |
Running Oak Capital LLC | 4 | 4 | 1.64% | 1.80% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Premier Fund Managers Ltd | 4 | 4 | 1.76% | 1.88% | 2.09% | Q4 2022 | Q3 2023 | 4 |
OAKBROOK INVESTMENTS LLC | 4 | 4 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q4 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.25% | 0.33% | 0.47% | Q2 2019 | Q3 2022 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.30% | 0.51% | Q3 2019 | Q1 2023 | 4 |
Monarch Partners Asset Management LLC | 3 | 1 | 0.08% | 0.13% | 0.20% | Q3 2019 | Q3 2020 | 4 |
A.R.T. Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q4 2019 | 4 |
BANK OF HAWAII | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2019 | Q3 2019 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.08% | 0.22% | 0.42% | Q2 2022 | Q1 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Trexquant Investment LP | 3 | 3 | 0.02% | 0.13% | 0.24% | Q4 2019 | Q2 2020 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.20% | 0.29% | 0.45% | Q2 2022 | Q4 2022 | 3 |
Intersect Capital LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.27% | 0.49% | Q2 2019 | Q3 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.31% | 0.81% | Q3 2021 | Q3 2023 | 3 |
CIM INVESTMENT MANAGEMENT INC | 3 | 3 | 0.25% | 0.34% | 0.47% | Q1 2020 | Q3 2020 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.11% | 0.20% | 0.36% | Q3 2019 | Q1 2023 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.06% | 0.44% | 0.92% | Q1 2020 | Q3 2020 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Woodline Partners LP | 3 | 3 | 0.04% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.09% | 0.16% | Q1 2019 | Q4 2020 | 3 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.18% | 0.40% | 0.66% | Q2 2019 | Q1 2020 | 3 |
Siemens Fonds Invest GmbH | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.42% | 0.47% | 0.53% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.15% | 0.32% | Q3 2020 | Q3 2021 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Meadow Creek Investment Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.07% | 0.14% | 0.19% | Q1 2019 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Alta Advisers Ltd | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.23% | 0.28% | 0.33% | Q3 2019 | Q1 2020 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 3 |
Advisor Resource Council | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q4 2020 | 3 |
Findlay Park Partners LLP | 3 | 3 | 1.06% | 1.12% | 1.16% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.45% | 0.53% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Varma Mutual Pension Insurance Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.16% | 0.22% | 0.27% | Q4 2022 | Q2 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 3 |
AJO, LP | 2 | 1 | 0.00% | 0.13% | 0.33% | Q1 2019 | Q1 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arden Trust Co | 3 | 3 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
FRED ALGER MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.61% | 1.05% | Q1 2022 | Q4 2022 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Novo Holdings A/S | 3 | 3 | 3.71% | 4.62% | 5.39% | Q2 2022 | Q4 2022 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Knowledge Leaders Capital, LLC | 2 | 1 | 1.91% | 3.97% | 5.45% | Q1 2019 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.21% | 0.31% | 0.41% | Q3 2021 | Q4 2021 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.11% | 0.18% | 0.25% | Q1 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.85% | 0.88% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 2 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.15% | 0.23% | 0.32% | Q4 2020 | Q4 2022 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.11% | 0.22% | Q1 2019 | Q4 2020 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q4 2022 | 2 |
Knuff & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.20% | 0.30% | Q3 2021 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q1 2019 | Q2 2020 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.23% | 0.46% | Q3 2021 | Q4 2021 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.28% | 0.33% | 0.38% | Q4 2021 | Q3 2022 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
West Branch Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Hexavest Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 0.87% | 0.90% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.03% | 0.09% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
Polar Capital LLP | 1 | 1 | 0.29% | 0.32% | 0.36% | Q1 2019 | Q3 2020 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 0.28% | 0.30% | 0.32% | Q3 2022 | Q4 2022 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Asio Capital, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
STEPH & CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Blue Zone Wealth Advisors, LLC | 2 | 2 | 2.28% | 2.37% | 2.46% | Q2 2023 | Q3 2023 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.32% | 0.37% | 0.42% | Q1 2023 | Q2 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.28% | 0.30% | 0.33% | Q3 2022 | Q4 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.55% | 0.56% | 0.56% | Q2 2023 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.04% | 0.21% | 0.38% | Q1 2019 | Q2 2021 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.02% | 0.10% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Meritage Group LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MANA Advisors LLC | 2 | 2 | 0.51% | 1.00% | 1.49% | Q2 2019 | Q3 2019 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.15% | 0.34% | 0.54% | Q2 2021 | Q1 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
First Personal Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BRAIDWELL LP | 2 | 2 | 0.59% | 0.60% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.22% | 0.24% | 0.26% | Q3 2022 | Q1 2023 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MIROVA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2021 | 2 |
GQG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.63% | 0.70% | 0.78% | Q1 2021 | Q2 2021 | 2 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.05% | 0.19% | 0.32% | Q1 2021 | Q3 2021 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.02% | 1.05% | 1.08% | Q1 2020 | Q2 2020 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2011 | Q3 2022 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q4 2022 | 2 |
Essex Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.14% | 0.60% | 1.06% | Q4 2021 | Q1 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
CenterBook Partners LP | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2022 | Q3 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Dash Acquisitions Inc. | 2 | 2 | 1.78% | 1.79% | 1.80% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 2 |
PDT Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q2 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Alight Capital Management LP | 2 | 2 | 1.21% | 2.30% | 3.40% | Q1 2020 | Q2 2020 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2020 | Q1 2020 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ledyard National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SECTORAL ASSET MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Geller Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
LRT Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2019 | Q1 2019 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tamarack Advisers, LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2021 | Q3 2021 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kepos Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Skye Global Management LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
XTX Topco Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2019 | Q3 2019 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Sivik Global Healthcare LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2021 | Q2 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sonen Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2022 | Q2 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2021 | Q1 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2021 | Q1 2021 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Impax Asset Management Group plc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Renasant Bank | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SRB CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own STERIS PLC or have owned STERIS PLC in the past.