Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.00% | 0.02% | Q2 2012 | Q3 2023 | 45 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.02% | 0.08% | 0.95% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
REINHART PARTNERS, LLC. | 42 | 42 | 0.97% | 3.03% | 3.98% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
River Road Asset Management, LLC | 42 | 42 | 0.87% | 1.54% | 2.72% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.37% | 0.97% | 2.27% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 5.90% | 7.72% | 9.44% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cove Street Capital, LLC | 42 | 42 | 0.00% | 2.02% | 5.76% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Wallace Capital Management Inc. | 42 | 42 | 7.25% | 11.33% | 18.86% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 42 | 42 | 10.61% | 14.43% | 17.76% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SPEECE THORSON CAPITAL GROUP INC | 42 | 42 | 3.09% | 3.90% | 4.97% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.32% | 0.44% | 0.59% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.31% | 0.41% | 0.49% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Boston Partners | 42 | 42 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.24% | 0.30% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 31 | 10 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 13 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
KEYBANK NATIONAL ASSOCIATION/OH | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
MARTINGALE ASSET MANAGEMENT L P | 39 | 2 | 0.02% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 34 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 24 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 41 | 41 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2023 | 41 |
DEUTSCHE BANK AG\ | 36 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
FULLER & THALER ASSET MANAGEMENT, INC. | 39 | 1 | 0.01% | 1.21% | 2.32% | Q2 2013 | Q3 2023 | 40 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.29% | 0.54% | 0.85% | Q4 2013 | Q3 2023 | 40 |
NORGES BANK | 26 | 2 | 0.00% | 0.01% | 0.04% | Q2 2012 | Q4 2022 | 40 |
Cannell & Co. | 39 | 39 | 0.72% | 1.20% | 1.70% | Q1 2014 | Q3 2023 | 39 |
D. E. Shaw & Co., Inc. | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Evercore Wealth Management, LLC | 27 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.02% | 0.37% | 0.80% | Q2 2013 | Q3 2022 | 38 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 23 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 33 | 4 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q2 2023 | 37 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
ProShare Advisors LLC | 27 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 36 |
FENIMORE ASSET MANAGEMENT INC | 36 | 36 | 0.10% | 1.64% | 3.23% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 3 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Roundview Capital LLC | 35 | 35 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q3 2023 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q4 2021 | 35 |
ROYCE & ASSOCIATES LP | 25 | 9 | 0.01% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
PANAGORA ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
AQR Capital Management | 16 | 4 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 34 |
SCOUT INVESTMENTS, INC. | 33 | 33 | 0.16% | 0.62% | 1.03% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Swiss National Bank | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 32 |
FMR LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Utah Retirement Systems | 29 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q1 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 31 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 31 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2020 | 31 |
Gratus Capital, LLC | 30 | 30 | 0.06% | 0.22% | 0.39% | Q2 2016 | Q3 2023 | 30 |
HighTower Advisors, LLC | 22 | 1 | 0.00% | 0.06% | 0.18% | Q2 2015 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
PRUDENTIAL FINANCIAL INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Parker Investment Management, LLC | 20 | 9 | 0.04% | 0.27% | 0.56% | Q1 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 28 |
CONNABLE OFFICE INC | 10 | 9 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 11 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
KBC Group NV | 27 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 28 |
COMERICA BANK | 24 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 28 |
TRUIST FINANCIAL CORP | 16 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 20 | 1 | 0.04% | 0.12% | 0.42% | Q2 2013 | Q1 2023 | 28 |
PROSPECTOR PARTNERS LLC | 12 | 7 | 0.42% | 1.23% | 3.87% | Q2 2013 | Q3 2023 | 28 |
EAGLE ASSET MANAGEMENT INC | 27 | 27 | 0.01% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY MANAGEMENT INC /WI/ | 27 | 27 | 0.26% | 0.53% | 0.89% | Q1 2017 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
SCHALLER INVESTMENT GROUP INC | 27 | 27 | 0.50% | 0.73% | 1.63% | Q2 2013 | Q4 2019 | 27 |
FRANKLIN RESOURCES INC | 24 | 1 | 0.00% | 0.26% | 0.58% | Q2 2013 | Q3 2023 | 27 |
SG Americas Securities, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 27 |
Rafferty Asset Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q2 2022 | 27 |
PECAUT & CO. | 27 | 27 | 0.69% | 1.77% | 2.84% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
MILLENNIUM MANAGEMENT LLC | 16 | 11 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 27 |
ClearBridge Investments | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Freestone Capital Holdings, LLC | 23 | 2 | 0.00% | 0.13% | 0.42% | Q2 2013 | Q4 2020 | 25 |
First Horizon Advisors, Inc. | 15 | 2 | 0.00% | 0.00% | 0.04% | Q1 2012 | Q3 2023 | 25 |
Burgundy Asset Management Ltd. | 25 | 25 | 0.05% | 0.16% | 0.33% | Q4 2013 | Q4 2019 | 25 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.13% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q2 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Parkside Financial Bank & Trust | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WMS Partners, LLC | 23 | 1 | 0.08% | 0.11% | 0.18% | Q2 2013 | Q2 2019 | 24 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
OPPENHEIMER & CO INC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 23 | 23 | 0.00% | 0.09% | 0.23% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 17 | 6 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
THIRD AVENUE MANAGEMENT LLC | 22 | 22 | 1.26% | 2.18% | 3.04% | Q2 2013 | Q3 2018 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 22 |
PITCAIRN CO | 9 | 1 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 21 | 1 | 0.00% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
NFC Investments, LLC | 22 | 22 | 0.06% | 0.43% | 0.56% | Q2 2013 | Q3 2018 | 22 |
Horizon Kinetics | 13 | 9 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q4 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
STRS OHIO | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.26% | 0.53% | 0.98% | Q2 2013 | Q2 2018 | 21 |
Robeco Institutional Asset Management B.V. | 21 | 21 | 0.03% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 20 |
GoodHaven Capital Management | 20 | 20 | 2.92% | 5.12% | 7.01% | Q2 2013 | Q1 2018 | 20 |
AMG National Trust Bank | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
HBK INVESTMENTS L P | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
State of Alaska, Department of Revenue | 15 | 5 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q4 2021 | 20 |
FIRST MERCANTILE TRUST CO | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2021 | 20 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 9 | 3 | 0.01% | 0.25% | 0.59% | Q4 2013 | Q3 2023 | 20 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2023 | 20 |
Hillsdale Investment Management Inc. | 12 | 7 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q4 2020 | 19 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 19 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 19 | 19 | 0.14% | 0.19% | 0.27% | Q2 2016 | Q4 2020 | 19 |
AGF Investments LLC | 16 | 3 | 0.01% | 0.08% | 0.16% | Q1 2017 | Q3 2022 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Avalon Investment & Advisory | 19 | 19 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
WELCH & FORBES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 18 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 18 | 18 | 0.03% | 0.11% | 0.13% | Q2 2013 | Q3 2017 | 18 |
LAZARD ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
Fragasso Group Inc. | 18 | 18 | 0.06% | 0.09% | 0.13% | Q3 2017 | Q4 2021 | 18 |
Plante Moran Financial Advisors, LLC | 17 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2021 | 18 |
FDx Advisors, Inc. | 13 | 5 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 18 |
HYMAN CHARLES D | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
Dean Capital Management | 9 | 8 | 0.32% | 1.19% | 2.00% | Q2 2018 | Q3 2023 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 17 |
AMERICAN CENTURY COMPANIES INC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
DEAN INVESTMENT ASSOCIATES, LLC | 9 | 8 | 0.14% | 0.52% | 0.95% | Q2 2018 | Q3 2023 | 17 |
NEVILLE RODIE & SHAW INC | 13 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2023 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.07% | 0.10% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q4 2022 | 16 |
Community Bank, N.A. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2019 | 15 |
Cubist Systematic Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 15 |
ADVISORY RESEARCH INC | 14 | 14 | 0.23% | 0.75% | 0.96% | Q2 2013 | Q3 2016 | 14 |
IMPAX ASSET MANAGEMENT LLC | 14 | 14 | 0.72% | 1.34% | 1.70% | Q1 2015 | Q2 2018 | 14 |
BANK OF NOVA SCOTIA | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 14 |
Qube Research & Technologies Ltd | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Man Group plc | 11 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 14 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 11 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 14 |
IBM Retirement Fund | 9 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 14 |
NUANCE INVESTMENTS, LLC | 8 | 6 | 0.01% | 1.04% | 2.23% | Q4 2017 | Q1 2022 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 14 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 14 |
Pegasus Partners Ltd. | 11 | 3 | 0.10% | 0.80% | 1.54% | Q1 2016 | Q4 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2020 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
BRANDES INVESTMENT PARTNERS, LP | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 13 |
MSI Financial Services Inc | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2017 | 13 |
Troy Asset Management Ltd | 10 | 1 | 0.01% | 0.03% | 0.03% | Q1 2017 | Q4 2020 | 13 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 13 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.11% | 0.12% | 0.15% | Q2 2016 | Q2 2019 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 13 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Nationwide Fund Advisors | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 13 |
SUNTRUST BANKS INC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Altshuler Shaham Ltd | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 13 |
ETF MANAGERS GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 13 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.59% | 0.66% | 0.81% | Q2 2013 | Q1 2016 | 12 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 12 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q3 2017 | Q3 2023 | 12 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q2 2017 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.00% | 0.08% | 0.10% | Q3 2016 | Q1 2021 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.17% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 1.70% | 2.01% | 2.34% | Q1 2016 | Q4 2018 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.14% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.07% | 0.38% | Q3 2017 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.06% | 0.10% | 0.13% | Q1 2018 | Q4 2020 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.13% | 0.24% | 0.37% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.04% | 0.39% | Q4 2015 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 8 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.07% | 0.14% | Q2 2016 | Q1 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.06% | 0.16% | 0.31% | Q3 2018 | Q1 2021 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q3 2023 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q4 2015 | 11 |
WINTON GROUP Ltd | 11 | 11 | 0.01% | 0.15% | 0.22% | Q1 2019 | Q3 2021 | 11 |
Diversified Trust Co | 7 | 1 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q2 2016 | 11 |
Icon Wealth Partners, LLC | 7 | 1 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2021 | 11 |
Johnson Financial Group, Inc. | 5 | 3 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 11 |
Handelsbanken Fonder AB | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Holocene Advisors, LP | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
BlackRock Japan Co. Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 10 | 0.05% | 0.08% | 0.16% | Q1 2016 | Q2 2018 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALPHASIMPLEX GROUP, LLC | 6 | 4 | 0.26% | 0.41% | 0.53% | Q1 2019 | Q3 2021 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 10 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 10 |
Chapman Investment Management, LLC | 9 | 9 | 0.14% | 0.27% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.11% | 0.30% | 0.42% | Q2 2018 | Q2 2020 | 9 |
Flinton Capital Management LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2019 | 9 |
ANALYTIC INVESTORS, LLC | 7 | 2 | 0.01% | 0.07% | 0.17% | Q1 2014 | Q3 2016 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Glen Harbor Capital Management LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Zions Bancorporation | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 9 |
AEGIS FINANCIAL CORP | 9 | 9 | 0.71% | 1.32% | 1.79% | Q2 2013 | Q2 2015 | 9 |
Elkfork Partners LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 9 |
VAN DEN BERG MANAGEMENT I, INC | 9 | 9 | 0.05% | 0.48% | 0.99% | Q2 2014 | Q2 2016 | 9 |
Meadow Creek Investment Management LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 9 |
Wealthspire Advisors, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 9 |
One Wealth Advisors, LLC | 7 | 2 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Capital World Investors | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Gilman Hill Asset Management, LLC | 9 | 9 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Adams Wealth Management | 9 | 9 | 0.13% | 0.17% | 0.26% | Q2 2020 | Q2 2022 | 9 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 8 |
Pine River Capital Management L.P. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 8 |
Absolute Return Capital, LLC | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q3 2015 | 8 |
BOKF, NA | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
QUALCOMM INC/DE | 8 | 8 | 0.12% | 0.19% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Parkwood LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q1 2017 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 0.27% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Southeastern Asset Management | 8 | 8 | 0.88% | 2.44% | 3.69% | Q4 2021 | Q3 2023 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2015 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.08% | 0.22% | 0.74% | Q4 2014 | Q4 2020 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Triad Investment Management | 8 | 8 | 0.74% | 3.08% | 4.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.42% | 1.19% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Essex Savings Bank | 5 | 3 | 0.00% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 8 |
Phocas Financial Corp. | 8 | 8 | 0.85% | 1.05% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 7 | 1 | 0.01% | 0.06% | 0.39% | Q1 2020 | Q3 2023 | 8 |
Ensign Peak Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Highlander Partners, L.P. | 8 | 8 | 0.33% | 0.44% | 0.52% | Q4 2021 | Q3 2023 | 8 |
CenturyLink Investment Management Co | 5 | 3 | 0.05% | 0.22% | 0.42% | Q2 2013 | Q2 2015 | 8 |
Bares Capital Management | 8 | 8 | 0.07% | 0.11% | 0.19% | Q1 2013 | Q4 2014 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Numeric Investors LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2017 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Zions Bancorporation, N.A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Country Club Trust Company, n.a. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Port Capital LLC | 7 | 7 | 0.66% | 1.00% | 1.20% | Q4 2017 | Q2 2019 | 7 |
AXA S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 7 |
Quantinno Capital Management LP | 6 | 1 | 0.05% | 0.11% | 0.35% | Q4 2018 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
QS Investors, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 7 |
Glenview Trust Co | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Artisan Partners Limited Partnership | 7 | 7 | 0.01% | 0.12% | 0.23% | Q4 2020 | Q2 2022 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
PICTET ASSET MANAGEMENT SA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
WESTWOOD HOLDINGS GROUP INC | 6 | 6 | 0.01% | 0.14% | 0.25% | Q3 2019 | Q4 2020 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SCHWARTZ INVESTMENT COUNSEL INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.04% | 0.09% | 0.20% | Q4 2021 | Q1 2023 | 6 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 6 |
ZACKS INVESTMENT MANAGEMENT | 4 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.01% | 0.16% | 0.25% | Q1 2014 | Q2 2017 | 6 |
Delphi Private Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 6 |
BARINGS LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 6 |
Athena Investment Management | 6 | 6 | 0.22% | 0.24% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Select Equity Group, L.P. | 3 | 1 | 0.06% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 6 |
Pendal Group Ltd | 6 | 6 | 0.22% | 0.24% | 0.26% | Q3 2021 | Q4 2022 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.17% | 0.21% | 0.23% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Calvert Investment Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Factorial Partners, LLC | 6 | 6 | 0.08% | 0.84% | 1.89% | Q4 2017 | Q1 2019 | 6 |
Kathleen S. Wright Associates Inc. | 5 | 1 | 0.28% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2020 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q4 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q1 2023 | 5 |
OUTFITTER FINANCIAL LLC | 4 | 1 | 0.11% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.13% | 1.11% | 2.00% | Q3 2018 | Q4 2019 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Ethic Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2022 | 5 |
Scoria Capital Partners LP | 5 | 5 | 0.42% | 1.24% | 3.46% | Q4 2014 | Q4 2015 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 3 | 2 | 0.17% | 0.21% | 0.25% | Q2 2019 | Q1 2021 | 5 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q1 2018 | 5 |
AJO, LP | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 5 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2022 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.06% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
GW&K Investment Management, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Monarch Partners Asset Management LLC | 5 | 5 | 0.73% | 0.95% | 1.31% | Q3 2015 | Q3 2016 | 5 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
MetLife Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Columbia Asset Management | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q4 2019 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 5 |
World Asset Management Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 3.06% | 11.26% | 15.46% | Q4 2016 | Q3 2017 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 4 |
Magnetar Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2018 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.05% | 0.29% | 0.69% | Q1 2017 | Q4 2019 | 4 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.13% | 0.28% | Q1 2016 | Q2 2017 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.16% | 0.47% | 0.66% | Q2 2013 | Q1 2014 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 4 |
Wilmington Trust, National Association | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
BlueCrest Capital Management Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
TLP GROUP LLC | 3 | 1 | 0.01% | 0.15% | 0.27% | Q2 2016 | Q4 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Madison Avenue Partners, LP | 2 | 2 | 2.12% | 7.09% | 11.11% | Q1 2021 | Q2 2022 | 4 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.08% | 0.31% | Q4 2017 | Q1 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.20% | 0.35% | Q2 2013 | Q4 2017 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Robotti & Company | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2017 | Q1 2018 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 4 |
JACOBS ASSET MANAGEMENT, LLC | 4 | 4 | 0.96% | 1.10% | 1.18% | Q2 2013 | Q1 2014 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 3 | 1 | 0.01% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.06% | 0.11% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Cerebellum GP, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q1 2019 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q2 2014 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Soros Fund Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2014 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CREDIT AGRICOLE S A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
GW HENSSLER & ASSOCIATES LTD | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Signition LP | 3 | 3 | 0.13% | 0.70% | 1.11% | Q2 2019 | Q4 2019 | 3 |
Airain ltd | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2017 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.06% | 0.10% | Q2 2015 | Q4 2021 | 3 |
AVIVA PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 3 |
TCWP LLC | 3 | 3 | 0.92% | 0.96% | 0.98% | Q3 2022 | Q1 2023 | 3 |
Aston Asset Management, LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q3 2015 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
ARGENT TRUST Co | 2 | 1 | 0.20% | 0.21% | 0.23% | Q4 2014 | Q3 2015 | 3 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2021 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Capital International Investors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
AHL Partners LLP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
KANALY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.12% | 0.24% | Q2 2017 | Q4 2022 | 3 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2020 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q2 2022 | 3 |
JFB Holdings Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Perpetual Ltd | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 3 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q4 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CIBC BANK USA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q2 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q3 2019 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Dynamic Capital Management Ltd | 2 | 2 | 0.10% | 0.13% | 0.15% | Q3 2016 | Q4 2016 | 2 |
Invictus RG | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Integre Asset Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2014 | Q1 2015 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q4 2022 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q4 2014 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.34% | 0.55% | 0.76% | Q4 2022 | Q1 2023 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 2 |
Vestcor Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Pacer Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2017 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.14% | 0.16% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.26% | 0.45% | Q1 2023 | Q2 2023 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
Kula Investments, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.11% | 0.21% | 0.31% | Q4 2021 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2021 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.02% | 0.55% | 1.08% | Q1 2018 | Q2 2018 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Sand Grove Capital Management LLP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2021 | Q2 2021 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parametrica Management Ltd | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2018 | Q2 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PGGM Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2013 | Q3 2013 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EJF Capital LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2017 | Q3 2017 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RK Asset Management, LLC | 1 | 1 | 5.74% | 5.74% | 5.74% | Q4 2013 | Q4 2013 | 1 |
Unigestion Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
OFI Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2012 | Q2 2012 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2019 | Q1 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2014 | Q4 2014 | 1 |
Maryland State Retirement & Pension System | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
StoneX Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
James Hambro & Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 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 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
New Potomac Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own WHITE MTNS INS GROUP LTD or have owned WHITE MTNS INS GROUP LTD in the past.