Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 36 | 36 | 0.00% | 0.33% | 2.36% | Q4 2014 | Q3 2023 | 106 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.04% | 0.24% | Q4 2014 | Q3 2023 | 105 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 102 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 98 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 87 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.07% | Q4 2015 | Q3 2023 | 85 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 1.99% | 12.73% | Q4 2014 | Q2 2022 | 81 |
Citadel Advisors | 30 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 79 |
HSBC HOLDINGS PLC | 36 | 36 | 0.00% | 0.06% | 0.33% | Q4 2014 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 67 |
CREDIT SUISSE AG/ | 34 | 1 | 0.00% | 0.81% | 2.77% | Q4 2014 | Q3 2023 | 63 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 59 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 50 |
BARCLAYS PLC | 16 | 1 | 0.00% | 0.01% | 0.18% | Q4 2014 | Q4 2021 | 50 |
DekaBank Deutsche Girozentrale | 27 | 7 | 0.00% | 0.55% | 1.87% | Q4 2014 | Q3 2023 | 39 |
HighTower Advisors, LLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 38 |
BEACH INVESTMENT COUNSEL INC/PA | 37 | 37 | 0.02% | 0.16% | 0.97% | Q4 2014 | Q4 2023 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 36 | 0.00% | 0.19% | 0.52% | Q4 2014 | Q3 2023 | 37 |
CREDIT AGRICOLE S A | 36 | 36 | 0.00% | 0.57% | 1.88% | Q4 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
SOL Capital Management CO | 36 | 36 | 0.12% | 0.21% | 0.42% | Q4 2014 | Q3 2023 | 36 |
Fisher Asset Management, LLC | 36 | 36 | 0.00% | 0.53% | 1.09% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.01% | 0.03% | 0.18% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 36 |
BRANDES INVESTMENT PARTNERS, LP | 36 | 36 | 0.06% | 1.56% | 6.42% | Q4 2014 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 36 | 36 | 0.06% | 0.20% | 0.32% | Q4 2014 | Q3 2023 | 36 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36 | 36 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 36 | 36 | 0.00% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 36 | 36 | 0.00% | 0.59% | 1.23% | Q4 2014 | Q3 2023 | 36 |
PZENA INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.35% | 0.76% | 1.62% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
GLENMEDE TRUST CO NA | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 36 | 36 | 0.00% | 0.03% | 0.28% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.01% | 0.19% | 0.62% | Q4 2014 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
JFS WEALTH ADVISORS, LLC | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.14% | 0.22% | 0.35% | Q4 2014 | Q3 2023 | 36 |
AXA S.A. | 36 | 36 | 0.04% | 0.47% | 1.04% | Q4 2014 | Q3 2023 | 36 |
AVIVA PLC | 36 | 36 | 0.06% | 0.35% | 1.35% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.03% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | 36 | 3.10% | 5.07% | 9.45% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 23 | 12 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
M&T BANK CORP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 11 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 30 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CANADA PENSION PLAN INVESTMENT BOARD | 35 | 35 | 0.03% | 0.23% | 0.63% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 23 | 12 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.01% | 0.07% | 0.15% | Q1 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.28% | 0.67% | 2.72% | Q2 2015 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 34 | 34 | 0.14% | 0.29% | 0.54% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 30 | 4 | 0.01% | 0.06% | 0.26% | Q4 2014 | Q3 2023 | 34 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.33% | 0.63% | Q4 2016 | Q3 2023 | 34 |
Laird Norton Wetherby Wealth Management, LLC | 33 | 1 | 0.05% | 0.13% | 0.24% | Q1 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.09% | 0.13% | 0.18% | Q2 2015 | Q3 2023 | 34 |
FIL Ltd | 22 | 12 | 0.01% | 0.40% | 2.22% | Q4 2014 | Q3 2023 | 34 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 34 | 34 | 0.11% | 0.24% | 0.46% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 13 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 33 |
NORGES BANK | 33 | 33 | 0.03% | 0.67% | 1.17% | Q4 2014 | Q4 2022 | 33 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 22 | 11 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 33 |
FDx Advisors, Inc. | 20 | 13 | 0.01% | 0.04% | 0.20% | Q4 2014 | Q1 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.08% | Q4 2014 | Q3 2023 | 33 |
STATE OF WISCONSIN INVESTMENT BOARD | 30 | 3 | 0.02% | 0.15% | 0.32% | Q4 2014 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 33 |
MUFG Americas Holdings Corp | 32 | 32 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2022 | 32 |
COMERICA BANK | 32 | 32 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q4 2022 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 32 |
HOWE & RUSLING INC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 32 |
GEODE CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 26 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 31 |
Invesco Ltd. | 21 | 10 | 0.01% | 0.14% | 0.33% | Q4 2014 | Q3 2023 | 31 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 12 | 0.01% | 0.46% | 2.08% | Q4 2014 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 31 | 31 | 0.68% | 1.48% | 3.01% | Q1 2016 | Q3 2023 | 31 |
MACKENZIE FINANCIAL CORP | 13 | 3 | 0.00% | 0.11% | 0.25% | Q1 2015 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 7 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2022 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2022 | 30 |
Gradient Investments LLC | 29 | 29 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 29 | 29 | 0.06% | 0.43% | 1.19% | Q4 2014 | Q4 2021 | 29 |
CWM, LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 19 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 29 |
PEAK6 Group LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 29 |
ASSETMARK, INC | 15 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Checchi Capital Advisers, LLC | 15 | 1 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 29 |
Clearstead Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q3 2023 | 28 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 22 | 6 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.05% | 0.22% | 0.40% | Q4 2016 | Q3 2023 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 13 | 1 | 0.00% | 0.26% | 0.73% | Q4 2014 | Q1 2023 | 28 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
AMP Capital Investors Ltd | 28 | 28 | 0.10% | 0.18% | 0.38% | Q4 2014 | Q3 2021 | 28 |
BESSEMER GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
AMERICAN NATIONAL INSURANCE CO | 28 | 28 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SVB WEALTH LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
TODD ASSET MANAGEMENT LLC | 23 | 5 | 0.26% | 0.58% | 1.14% | Q2 2015 | Q3 2023 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 4 | 0.04% | 0.11% | 0.21% | Q1 2015 | Q1 2022 | 28 |
Rehmann Capital Advisory Group | 15 | 1 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 27 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17 | 5 | 0.07% | 0.14% | 0.27% | Q2 2015 | Q3 2023 | 27 |
Advisors Asset Management, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.09% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Lingohr Asset Management GmbH | 10 | 8 | 1.04% | 3.73% | 8.54% | Q1 2016 | Q2 2023 | 27 |
FINANCIAL COUNSELORS INC | 23 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 27 |
Calamos Advisors LLC | 13 | 1 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 27 |
REGIONS FINANCIAL CORP | 23 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 26 |
Capital International Investors | 26 | 26 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q1 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 26 | 26 | 0.03% | 0.27% | 0.45% | Q4 2016 | Q1 2023 | 26 |
CIGNA INVESTMENTS INC /NEW | 26 | 26 | 0.07% | 0.12% | 0.35% | Q2 2017 | Q3 2023 | 26 |
Diligent Investors, LLC | 26 | 26 | 0.05% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.15% | 0.48% | Q3 2016 | Q3 2023 | 26 |
QS Investors, LLC | 25 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q2 2021 | 26 |
GREENLEAF TRUST | 16 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
WHITTIER TRUST CO | 23 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
Renaissance Technologies | 17 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 25 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 25 | 25 | 0.01% | 0.69% | 1.05% | Q4 2014 | Q4 2020 | 25 |
Cubist Systematic Strategies, LLC | 11 | 3 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 25 | 25 | 0.12% | 0.31% | 0.57% | Q3 2017 | Q3 2023 | 25 |
Exane Asset Management | 13 | 1 | 0.03% | 8.74% | 31.80% | Q4 2015 | Q1 2023 | 25 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2021 | 25 |
GROUP ONE TRADING, L.P. | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 25 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SG Americas Securities, LLC | 22 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 24 |
ETRADE Capital Management LLC | 24 | 24 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2020 | 24 |
Assenagon Asset Management S.A. | 20 | 4 | 0.00% | 0.23% | 1.29% | Q1 2017 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.46% | 0.75% | 1.66% | Q4 2017 | Q3 2023 | 24 |
Dorsey & Whitney Trust CO LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 24 |
Aperio Group, LLC | 23 | 1 | 0.01% | 0.08% | 0.19% | Q4 2014 | Q4 2020 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Janney Capital Management LLC | 24 | 24 | 0.55% | 0.78% | 1.38% | Q4 2017 | Q3 2023 | 24 |
Polar Capital LLP | 24 | 24 | 0.03% | 0.12% | 0.21% | Q4 2014 | Q3 2020 | 24 |
Aristotle Capital Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.14% | Q1 2015 | Q4 2020 | 24 |
PINNACLE ASSOCIATES LTD | 14 | 10 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.16% | 0.33% | Q4 2017 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 21 | 1 | 0.01% | 0.01% | 0.11% | Q2 2016 | Q3 2023 | 23 |
FIRST TRUST ADVISORS LP | 14 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 5 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 23 |
FARMERS & MERCHANTS INVESTMENTS INC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 23 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2023 | 23 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 23 |
Opus Capital Group, LLC | 18 | 5 | 0.04% | 0.06% | 0.10% | Q1 2015 | Q1 2021 | 23 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
World Asset Management Inc | 22 | 22 | 0.02% | 0.10% | 0.15% | Q4 2014 | Q1 2020 | 22 |
Consolidated Investment Group LLC | 22 | 22 | 0.11% | 0.49% | 1.09% | Q3 2015 | Q4 2020 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 22 |
DODGE & COX | 21 | 1 | 0.57% | 1.43% | 2.28% | Q3 2015 | Q3 2023 | 22 |
PRUDENTIAL PLC | 20 | 2 | 0.06% | 0.41% | 0.59% | Q4 2014 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 17 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 3.81% | 7.47% | Q4 2019 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Banco Santander, S.A. | 20 | 1 | 0.00% | 0.09% | 0.71% | Q1 2018 | Q3 2023 | 21 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 21 | 0.00% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Ballentine Partners, LLC | 15 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Investors Research Corp | 20 | 20 | 0.07% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 20 |
ADVISOR PARTNERS LLC | 11 | 1 | 0.02% | 0.06% | 0.42% | Q4 2014 | Q2 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 18 | 2 | 0.00% | 0.59% | 1.04% | Q1 2015 | Q3 2020 | 20 |
ARGA Investment Management, LP | 20 | 20 | 0.05% | 3.25% | 9.13% | Q4 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Susquehanna International Securities, Ltd. | 11 | 2 | 0.12% | 3.65% | 24.35% | Q4 2018 | Q3 2023 | 19 |
Caprock Group, LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.05% | 0.10% | 0.18% | Q4 2017 | Q2 2022 | 19 |
AQR Capital Management | 18 | 18 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2019 | 18 |
STATE STREET CORP | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 18 |
Private Capital Group, LLC | 17 | 1 | 0.01% | 0.06% | 0.34% | Q4 2017 | Q2 2022 | 18 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2022 | 18 |
Valeo Financial Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 18 |
British Airways Pensions Investment Management Ltd | 18 | 18 | 0.34% | 0.61% | 1.10% | Q1 2015 | Q2 2019 | 18 |
LOEWS CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Capital International Sarl | 8 | 1 | 0.06% | 0.40% | 0.72% | Q4 2016 | Q3 2023 | 18 |
Boston Partners | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.17% | 0.73% | Q4 2017 | Q1 2023 | 18 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q1 2023 | 18 |
Morningstar Investment Services LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q2 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Harbor Advisors LLC | 11 | 3 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q3 2021 | 18 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 8 | 0.00% | 0.32% | 1.02% | Q3 2015 | Q4 2022 | 17 |
Cardinal Capital Management | 17 | 17 | 0.35% | 0.47% | 0.87% | Q1 2015 | Q1 2019 | 17 |
ROPES WEALTH ADVISORS LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Clal Insurance Enterprises Holdings Ltd | 10 | 3 | 0.00% | 0.23% | 0.72% | Q1 2015 | Q3 2019 | 17 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 14 | 3 | 0.00% | 1.05% | 5.89% | Q2 2015 | Q3 2023 | 17 |
American Trust Investment Advisors, LLC | 9 | 3 | 0.14% | 0.19% | 0.24% | Q3 2015 | Q3 2023 | 17 |
CNA FINANCIAL CORP | 9 | 8 | 0.25% | 0.37% | 0.54% | Q4 2014 | Q1 2020 | 17 |
ATLAS CAPITAL ADVISORS LLC | 14 | 3 | 0.00% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 17 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.07% | 0.17% | Q2 2015 | Q3 2022 | 17 |
Geneos Wealth Management Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2019 | 17 |
CULLEN/FROST BANKERS, INC. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
COZAD ASSET MANAGEMENT INC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
RBF Capital, LLC | 10 | 6 | 0.03% | 0.26% | 0.55% | Q1 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.20% | 0.94% | 7.51% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 16 |
GABELLI FUNDS LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 16 |
Pictet North America Advisors SA | 16 | 16 | 0.70% | 1.72% | 2.51% | Q4 2019 | Q3 2023 | 16 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
American Portfolios Advisors | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 16 |
LOGAN CAPITAL MANAGEMENT INC | 16 | 16 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 16 |
BANQUE PICTET & CIE SA | 16 | 16 | 0.27% | 0.35% | 0.47% | Q4 2019 | Q3 2023 | 16 |
WESTPAC BANKING CORP | 6 | 1 | 0.01% | 0.10% | 0.42% | Q4 2014 | Q1 2023 | 16 |
Forward Management, LLC | 16 | 16 | 0.00% | 0.24% | 0.53% | Q4 2014 | Q3 2018 | 16 |
FinTrust Capital Advisors, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Bellecapital International Ltd. | 16 | 16 | 0.07% | 0.18% | 0.46% | Q1 2018 | Q4 2021 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
KCS Wealth Advisory | 11 | 4 | 0.09% | 0.57% | 1.08% | Q4 2018 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q1 2023 | 15 |
BBR PARTNERS, LLC | 11 | 1 | 0.03% | 0.14% | 0.22% | Q4 2014 | Q4 2019 | 15 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.05% | 0.16% | Q3 2017 | Q1 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.00% | 0.01% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 15 |
Capital Bank & Trust Co | 10 | 5 | 0.00% | 0.23% | 0.48% | Q2 2017 | Q2 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 8 | 7 | 0.05% | 0.52% | 1.25% | Q4 2016 | Q1 2022 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 15 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.21% | 0.36% | 0.49% | Q4 2015 | Q2 2019 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 15 |
TWO SIGMA ADVISERS, LP | 8 | 2 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q1 2023 | 15 |
Spot Trading L.L.C | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2017 | 15 |
Henry James International Management Inc. | 14 | 14 | 1.04% | 2.86% | 4.84% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 3 | 0.05% | 0.09% | 0.11% | Q3 2015 | Q2 2019 | 14 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Qtron Investments LLC | 14 | 14 | 0.13% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 12 | 2 | 0.01% | 0.09% | 0.28% | Q1 2016 | Q2 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 3 | 0.00% | 0.18% | 0.58% | Q3 2016 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 14 |
Eisler Capital (UK) Ltd. | 7 | 3 | 0.04% | 1.44% | 3.73% | Q1 2021 | Q3 2023 | 14 |
Value Partners Investments Inc. | 14 | 14 | 0.25% | 0.48% | 0.62% | Q2 2020 | Q3 2023 | 14 |
OSSIAM | 8 | 1 | 0.01% | 0.57% | 2.22% | Q1 2019 | Q3 2023 | 14 |
JUPITER ASSET MANAGEMENT LTD | 14 | 14 | 0.01% | 0.19% | 0.53% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.00% | 0.15% | 0.32% | Q2 2020 | Q3 2023 | 14 |
BTC Capital Management, Inc. | 6 | 2 | 0.03% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 14 |
HighTower Trust Company, N.A. | 14 | 14 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q1 2019 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.16% | 0.30% | 0.57% | Q4 2017 | Q1 2021 | 14 |
SUNTRUST BANKS INC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2019 | 14 |
GQG Partners LLC | 10 | 1 | 0.00% | 0.34% | 2.59% | Q3 2017 | Q4 2022 | 14 |
Achmea Investment Management B.V. | 7 | 7 | 0.11% | 0.17% | 0.38% | Q1 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q1 2017 | Q2 2020 | 14 |
Clark Capital Management Group, Inc. | 14 | 14 | 0.16% | 0.44% | 0.69% | Q4 2019 | Q1 2023 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q3 2019 | 13 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Quinn Opportunity Partners LLC | 10 | 3 | 0.01% | 0.61% | 3.22% | Q4 2018 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 13 |
COMMERCE BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Capital International, Inc./CA/ | 8 | 5 | 0.02% | 0.24% | 0.34% | Q4 2016 | Q1 2022 | 13 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
PDT Partners, LLC | 5 | 1 | 0.02% | 0.26% | 0.51% | Q2 2015 | Q3 2023 | 13 |
BOKF, NA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.03% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 13 |
Fosun International Ltd | 13 | 13 | 0.06% | 0.13% | 0.28% | Q1 2019 | Q1 2022 | 13 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2022 | 12 |
THOMPSON DAVIS & CO., INC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2017 | 12 |
First Allied Advisory Services, Inc. | 7 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2017 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Greenwich Investment Management, Inc. | 11 | 1 | 1.00% | 1.57% | 2.51% | Q1 2018 | Q4 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Artemis Investment Management LLP | 9 | 3 | 0.01% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
NatWest Group plc | 7 | 5 | 0.08% | 0.64% | 2.08% | Q4 2019 | Q3 2023 | 12 |
FIRST MERCANTILE TRUST CO | 7 | 5 | 0.22% | 0.35% | 0.47% | Q4 2014 | Q4 2017 | 12 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.04% | 0.22% | Q2 2016 | Q1 2023 | 12 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 12 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q3 2017 | 12 |
Capital Research Global Investors | 12 | 12 | 0.02% | 0.32% | 0.55% | Q4 2016 | Q3 2019 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.51% | 0.61% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2022 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2017 | 12 |
Calamos Wealth Management LLC | 10 | 1 | 0.02% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 12 |
INSIGHT 2811, INC. | 12 | 12 | 0.13% | 0.30% | 0.56% | Q1 2017 | Q4 2019 | 12 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 12 |
Blume Capital Management, Inc. | 11 | 11 | 0.02% | 0.07% | 0.09% | Q3 2019 | Q1 2022 | 11 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 11 |
Bank Pictet & Cie (Europe) AG | 6 | 5 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 11 |
CIBC BANK USA | 10 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 11 |
Jacobi Capital Management LLC | 10 | 1 | 0.00% | 0.08% | 0.11% | Q2 2016 | Q4 2020 | 11 |
Amundi | 10 | 10 | 0.00% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 11 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 11 |
1st Global Advisors, Inc. | 11 | 11 | 0.09% | 0.13% | 0.17% | Q4 2014 | Q2 2017 | 11 |
MAI Capital Management | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BTR CAPITAL MANAGEMENT INC | 11 | 11 | 0.11% | 0.33% | 0.62% | Q4 2014 | Q2 2017 | 11 |
Liberty Mutual Group Asset Management Inc. | 7 | 1 | 0.01% | 0.05% | 0.15% | Q2 2015 | Q4 2019 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.10% | 0.26% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Korea Investment CORP | 11 | 11 | 0.16% | 0.23% | 0.30% | Q1 2021 | Q3 2023 | 11 |
LOEB PARTNERS CORP | 10 | 1 | 0.04% | 0.12% | 0.23% | Q2 2015 | Q2 2018 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.01% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2018 | 11 |
Baker Ellis Asset Management LLC | 11 | 11 | 0.04% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2018 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 11 | 1.51% | 1.80% | 2.39% | Q1 2021 | Q3 2023 | 11 |
TD ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.12% | 0.28% | 0.48% | Q4 2014 | Q2 2017 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 6 | 5 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2020 | 11 |
swisspartners Advisors Ltd | 9 | 2 | 0.16% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 7 | 3 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 10 |
LEUTHOLD GROUP, LLC | 10 | 10 | 0.38% | 0.74% | 1.02% | Q2 2020 | Q3 2022 | 10 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
CAPITAL GUARDIAN TRUST CO | 10 | 10 | 0.00% | 0.69% | 1.26% | Q4 2016 | Q1 2019 | 10 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2022 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.27% | 1.70% | Q2 2016 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Clarius Group, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
RIVER GLOBAL INVESTORS LLP | 10 | 10 | 0.60% | 0.84% | 1.30% | Q3 2016 | Q4 2018 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Brandywine Global Investment Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 10 |
Copeland Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Polar Capital Holdings Plc | 10 | 10 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q1 2023 | 10 |
RHUMBLINE ADVISERS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 2.10% | 3.21% | 4.51% | Q2 2021 | Q3 2023 | 10 |
Winning Points Advisors, LLC | 7 | 3 | 0.21% | 0.33% | 0.50% | Q1 2020 | Q3 2022 | 10 |
Virtu KCG Holdings LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2017 | 10 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.05% | 0.15% | 0.30% | Q2 2016 | Q2 2018 | 9 |
MARIETTA INVESTMENT PARTNERS LLC | 9 | 9 | 0.05% | 0.32% | 0.50% | Q4 2020 | Q4 2022 | 9 |
Apriem Advisors | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Ethic Inc. | 5 | 4 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.15% | 0.25% | Q2 2015 | Q3 2023 | 9 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 9 |
RENAISSANCE GROUP LLC | 9 | 9 | 0.30% | 0.38% | 0.46% | Q1 2021 | Q1 2023 | 9 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 9 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
CKW FINANCIAL GROUP | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 9 |
Border to Coast Pensions Partnership Ltd | 7 | 2 | 0.82% | 0.93% | 1.20% | Q2 2021 | Q3 2023 | 9 |
swisspartners Ltd. | 9 | 9 | 0.70% | 0.93% | 1.55% | Q4 2020 | Q4 2022 | 9 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 9 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 9 |
GREAT LAKES ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
RELIANCE TRUST CO OF DELAWARE | 9 | 9 | 0.06% | 0.10% | 0.17% | Q4 2014 | Q4 2016 | 9 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Cullen Capital Management, LLC | 9 | 9 | 0.01% | 0.15% | 0.50% | Q1 2021 | Q1 2023 | 9 |
GAM Holding AG | 9 | 9 | 0.70% | 1.11% | 1.40% | Q4 2017 | Q4 2019 | 9 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2022 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 1 | 0.00% | 0.08% | 0.33% | Q4 2014 | Q1 2018 | 9 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
Kore Private Wealth LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 8 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.51% | 0.65% | 0.84% | Q3 2021 | Q2 2023 | 8 |
FLOSSBACH VON STORCH AG | 8 | 8 | 0.00% | 1.10% | 2.12% | Q1 2018 | Q4 2019 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.21% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
JBF Capital, Inc. | 4 | 1 | 0.01% | 0.07% | 0.29% | Q3 2020 | Q3 2023 | 8 |
First Personal Financial Services | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 1 | 0.08% | 0.23% | 0.41% | Q1 2017 | Q3 2018 | 8 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 8 | 0.76% | 1.50% | 2.26% | Q2 2015 | Q1 2017 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WRIGHT INVESTORS SERVICE INC | 4 | 1 | 0.16% | 0.47% | 1.74% | Q4 2014 | Q4 2017 | 8 |
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 8 | 8 | 5.09% | 13.60% | 27.28% | Q4 2021 | Q3 2023 | 8 |
KANALY TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2016 | 8 |
MSI Financial Services Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 8 |
LGT Group Foundation | 8 | 8 | 0.24% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 8 | 8 | 0.06% | 0.09% | 0.10% | Q2 2017 | Q1 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 3 | 0.02% | 0.23% | 0.78% | Q3 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.46% | 0.84% | Q1 2018 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.10% | 0.17% | 0.23% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 7 |
First National Bank of Hutchinson | 7 | 7 | 0.15% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Frontier Wealth Management LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Cerebellum GP, LLC | 5 | 1 | 0.13% | 0.22% | 0.29% | Q1 2018 | Q3 2020 | 7 |
Select Asset Management & Trust | 7 | 7 | 0.13% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.10% | 0.18% | Q3 2015 | Q1 2020 | 7 |
Fullerton Fund Management Co Ltd. | 6 | 1 | 0.07% | 0.65% | 2.02% | Q1 2021 | Q3 2023 | 7 |
Atria Investments, Inc | 4 | 3 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 7 |
Vantage Investment Partners, LLC | 7 | 7 | 0.40% | 0.55% | 0.76% | Q4 2017 | Q2 2019 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.46% | 0.52% | 0.61% | Q4 2019 | Q2 2021 | 7 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2020 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
CHANNING GLOBAL ADVISORS, LLC | 7 | 7 | 4.47% | 8.96% | 12.94% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.00% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 7 | 0.30% | 0.41% | 0.62% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.07% | 0.18% | 0.36% | Q4 2016 | Q4 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Salient Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2017 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2019 | 7 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.37% | 1.26% | Q3 2018 | Q3 2023 | 7 |
Horizon Investments, LLC | 4 | 1 | 0.02% | 0.21% | 1.32% | Q4 2020 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.06% | 0.10% | 0.25% | Q4 2021 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 5 | 2 | 0.04% | 0.26% | 0.83% | Q2 2020 | Q4 2022 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2019 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Dorsey Wright & Associates | 4 | 3 | 0.87% | 1.02% | 1.14% | Q4 2021 | Q3 2023 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 7 |
Antonetti Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q4 2022 | 7 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
COOKSON PEIRCE & CO INC | 6 | 1 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 7 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.12% | 0.14% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.14% | 0.29% | 0.51% | Q3 2021 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Sandy Spring Bank | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 7 |
SHELTON CAPITAL MANAGEMENT | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 7 |
FineMark National Bank & Trust | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2018 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Tradewinds Global Investors, LLC | 7 | 7 | 3.32% | 4.53% | 5.40% | Q4 2014 | Q2 2016 | 7 |
HANCOCK WHITNEY CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.02% | 0.98% | 1.26% | Q4 2014 | Q1 2016 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.13% | 0.28% | Q4 2016 | Q3 2017 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Cedar Brook Financial Partners, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
MARSHALL WACE ASIA Ltd | 4 | 1 | 0.21% | 0.80% | 1.91% | Q4 2017 | Q3 2021 | 6 |
AMG National Trust Bank | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q3 2020 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.05% | 0.14% | 0.20% | Q4 2020 | Q1 2023 | 6 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.26% | 0.73% | 1.19% | Q1 2019 | Q3 2020 | 6 |
Sentry Investments Corp. | 6 | 6 | 0.06% | 0.14% | 0.22% | Q1 2015 | Q2 2016 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q1 2023 | 6 |
CULLINAN ASSOCIATES INC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Altman Advisors, Inc. | 5 | 1 | 0.72% | 0.89% | 1.19% | Q1 2022 | Q3 2023 | 6 |
U S GLOBAL INVESTORS INC | 4 | 2 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q1 2022 | 6 |
Global Thematic Partners, LLC | 6 | 6 | 1.54% | 2.38% | 3.54% | Q4 2014 | Q1 2016 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
WHV Investments, Inc. | 6 | 6 | 0.79% | 1.23% | 1.44% | Q4 2014 | Q1 2016 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.12% | 0.24% | 0.52% | Q2 2015 | Q3 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.28% | 0.34% | 0.40% | Q4 2014 | Q1 2016 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Global X Management CO LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.07% | 0.15% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Ascent Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Gitterman Wealth Management, LLC | 6 | 6 | 0.13% | 0.17% | 0.21% | Q2 2021 | Q3 2022 | 6 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Shilanski & Associates, Inc. | 4 | 2 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Odey Asset Management Group Ltd | 5 | 1 | 1.81% | 4.80% | 14.36% | Q4 2019 | Q1 2023 | 6 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.92% | 2.14% | 2.35% | Q2 2017 | Q3 2018 | 6 |
Mount Yale Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Lancaster Investment Management | 4 | 2 | 15.61% | 72.41% | 100.00% | Q4 2015 | Q1 2019 | 6 |
Power Corp of Canada | 5 | 1 | 0.21% | 0.64% | 2.30% | Q1 2022 | Q3 2023 | 6 |
STRATEGY ASSET MANAGERS LLC | 6 | 6 | 0.00% | 0.12% | 0.26% | Q4 2017 | Q1 2019 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Delek Group, Ltd. | 6 | 6 | 0.26% | 0.40% | 0.51% | Q4 2017 | Q1 2019 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Kathmere Capital Management, LLC | 4 | 2 | 0.00% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 5.94% | 7.16% | 9.31% | Q2 2015 | Q3 2016 | 6 |
Alaethes Wealth LLC | 6 | 6 | 0.86% | 0.94% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PDS Planning, Inc | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q1 2017 | 6 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.45% | 0.61% | 0.84% | Q3 2022 | Q3 2023 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 5 |
Hansberger Growth Investors, LP | 5 | 5 | 0.28% | 1.01% | 1.49% | Q4 2014 | Q4 2015 | 5 |
Counsel Portfolio Services Inc. | 4 | 1 | 0.55% | 0.64% | 0.74% | Q1 2015 | Q2 2016 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.12% | 0.28% | 0.58% | Q4 2016 | Q1 2023 | 5 |
Legal & General Group Plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
River Road Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Zhang Financial LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Amia Capital LLP | 2 | 1 | 0.10% | 1.16% | 2.27% | Q4 2019 | Q2 2023 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2018 | 5 |
Quantitative Investment Management, LLC | 5 | 5 | 0.01% | 0.08% | 0.14% | Q2 2017 | Q2 2018 | 5 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q3 2021 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
Chescapmanager LLC | 5 | 5 | 0.31% | 0.40% | 0.48% | Q1 2017 | Q1 2018 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2020 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q2 2022 | 5 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 5 |
CAPITAL INSIGHT PARTNERS, LLC | 5 | 5 | 0.46% | 0.58% | 0.68% | Q3 2018 | Q3 2019 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 5 | 5 | 0.07% | 1.29% | 2.72% | Q2 2015 | Q2 2016 | 5 |
Ativo Capital Management LLC | 5 | 5 | 1.44% | 1.71% | 1.85% | Q3 2022 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.19% | 0.23% | 0.30% | Q1 2020 | Q1 2021 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.14% | 0.28% | 0.54% | Q4 2016 | Q4 2017 | 5 |
West Family Investments, Inc. | 5 | 5 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q2 2022 | 5 |
Deuterium Capital Management, LLC | 5 | 5 | 0.58% | 0.69% | 0.79% | Q2 2022 | Q2 2023 | 5 |
Susquehanna International Group Ltd. | 2 | 1 | 0.06% | 2.54% | 8.92% | Q4 2021 | Q3 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q2 2021 | 5 |
TORONTO DOMINION BANK | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Heritage Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2016 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.11% | 0.25% | Q3 2020 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2019 | 5 |
Global Endowment Management, LP | 5 | 5 | 0.65% | 0.97% | 1.26% | Q2 2015 | Q2 2016 | 5 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2023 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q1 2022 | 4 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Capital World Investors | 3 | 1 | 0.03% | 0.09% | 0.16% | Q3 2018 | Q3 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.48% | 1.20% | 1.63% | Q1 2017 | Q4 2017 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Onex Canada Asset Management Inc. | 4 | 4 | 0.54% | 1.40% | 1.87% | Q2 2015 | Q1 2016 | 4 |
Vilas Fund, LP | 4 | 4 | 2.44% | 3.11% | 4.72% | Q4 2018 | Q3 2019 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.00% | 0.11% | 0.21% | Q2 2018 | Q1 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q4 2022 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2015 | Q2 2016 | 4 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q4 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 4 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.02% | 0.11% | 0.34% | Q1 2015 | Q2 2019 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Kite Lake Capital Management (UK) LLP | 3 | 3 | 11.35% | 30.69% | 56.86% | Q1 2023 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2015 | Q4 2015 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 4 | 0.05% | 1.87% | 3.16% | Q4 2022 | Q3 2023 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2014 | Q3 2015 | 4 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
DUALITY ADVISERS, LP | 3 | 1 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q2 2023 | 4 |
Ruffer LLP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
State of Wyoming | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Stonegate Investment Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 1.09% | 1.19% | 1.25% | Q4 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Congress Park Capital LLC | 3 | 1 | 0.23% | 0.82% | 1.38% | Q1 2018 | Q1 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Rokos Capital Management LLP | 2 | 2 | 0.40% | 0.69% | 1.02% | Q2 2023 | Q3 2023 | 4 |
BAHL & GAYNOR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.08% | 0.17% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.18% | 0.45% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 4 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.11% | 0.26% | 0.40% | Q4 2020 | Q3 2021 | 4 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.20% | 0.46% | 0.80% | Q2 2022 | Q3 2023 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.10% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 4 |
OppenheimerFunds, Inc. | 3 | 1 | 0.52% | 0.63% | 0.74% | Q1 2015 | Q2 2016 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 4 |
WESPAC Advisors SoCal, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.12% | 0.19% | 0.28% | Q1 2020 | Q1 2023 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 4 |
HighVista Strategies LLC | 3 | 1 | 0.10% | 0.31% | 0.81% | Q2 2019 | Q1 2021 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.05% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q2 2016 | 4 |
Claro Advisors LLC | 2 | 1 | 0.01% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.13% | 0.23% | Q3 2018 | Q1 2019 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 3 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.05% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.10% | 0.21% | Q4 2020 | Q2 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Caption Management, LLC | 1 | 1 | 0.10% | 0.23% | 0.39% | Q1 2023 | Q1 2023 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
OFI Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Patient Capital Management, LLC | 3 | 3 | 2.12% | 2.84% | 3.59% | Q1 2023 | Q3 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Qsemble Capital Management, LP | 2 | 1 | 0.06% | 0.47% | 0.72% | Q4 2022 | Q3 2023 | 3 |
Parkwood LLC | 3 | 3 | 0.42% | 0.56% | 0.66% | Q1 2022 | Q3 2022 | 3 |
Solstein Capital, LLC | 2 | 1 | 0.00% | 0.19% | 0.54% | Q1 2021 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.04% | 0.09% | 0.13% | Q3 2015 | Q1 2016 | 3 |
Focused Wealth Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Lombard Odier Transatlantic Ltd | 3 | 3 | 1.87% | 1.97% | 2.07% | Q1 2016 | Q3 2016 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.07% | 0.31% | 0.76% | Q4 2014 | Q3 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Verde Servicos Internacionais S.A. | 3 | 3 | 3.64% | 5.57% | 7.12% | Q1 2023 | Q3 2023 | 3 |
Portolan Capital Management | 2 | 1 | 0.43% | 0.54% | 0.71% | Q4 2016 | Q4 2022 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.41% | 1.01% | 2.14% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Senator Investment Group LP | 3 | 3 | 0.79% | 0.98% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Seawolf Capital, LLC | 2 | 2 | 1.46% | 2.22% | 2.61% | Q4 2016 | Q1 2017 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q2 2019 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
BAILARD, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ZWEIG ADVISERS LLC | 3 | 3 | 1.67% | 1.80% | 2.00% | Q3 2015 | Q1 2016 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.35% | 0.39% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HHG & Company, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q4 2015 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.11% | 0.17% | Q2 2020 | Q4 2020 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Credit Capital Investments LLC | 3 | 3 | 1.25% | 1.78% | 2.12% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Argent Advisors, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.87% | 1.42% | Q4 2015 | Q2 2016 | 3 |
ABEILLE ASSET MANAGEMENT SA | 3 | 3 | 0.25% | 0.83% | 1.98% | Q2 2022 | Q4 2022 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.16% | 0.23% | 0.33% | Q1 2023 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.14% | 0.23% | Q3 2022 | Q2 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.30% | 0.35% | 0.40% | Q3 2015 | Q1 2016 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 3 |
IEQ CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Well Done, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q4 2018 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CACTI ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.63% | 0.69% | 0.73% | Q2 2018 | Q1 2021 | 3 |
Lombard Odier & Cie (Canada), Limited Partnership | 3 | 3 | 1.84% | 1.92% | 1.98% | Q1 2016 | Q3 2016 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Advisors, LLC | 3 | 3 | 0.42% | 0.58% | 0.70% | Q1 2018 | Q3 2018 | 3 |
Hiddenite Capital Partners LP | 3 | 3 | 1.97% | 3.10% | 4.16% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.37% | 0.62% | 0.78% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.16% | 0.32% | 0.57% | Q3 2018 | Q1 2019 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 3 |
Simmons Bank | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.46% | 0.60% | 0.72% | Q2 2021 | Q4 2021 | 3 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 3 | 0.26% | 0.37% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Gator Capital Management, LLC | 3 | 3 | 0.29% | 2.02% | 2.98% | Q2 2018 | Q4 2018 | 3 |
Adams Wealth Management | 3 | 3 | 0.32% | 0.39% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 3 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q2 2020 | 3 |
SYQUANT CAPITAL SAS | 2 | 1 | 0.08% | 0.13% | 0.19% | Q3 2020 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
TUDOR INVESTMENT CORP ET AL | 3 | 3 | 0.00% | 0.04% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 3 |
Rotella Capital Management, Inc. | 2 | 1 | 0.18% | 0.22% | 0.28% | Q1 2015 | Q4 2015 | 3 |
PAYDEN & RYGEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 2 |
Varenne Capital Partners | 2 | 2 | 3.38% | 24.14% | 44.90% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ALTRINSIC GLOBAL ADVISORS LLC | 2 | 2 | 0.66% | 0.70% | 0.74% | Q4 2015 | Q1 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q1 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 3.37% | 4.34% | 5.30% | Q2 2015 | Q2 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2018 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PointState Capital LP | 2 | 2 | 0.18% | 0.35% | 0.51% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Odey Asset Management LLP | 2 | 2 | 6.54% | 12.10% | 17.67% | Q2 2023 | Q3 2023 | 2 |
ICC CAPITAL MANAGEMENT INC/ | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2014 | Q1 2015 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Monaco Asset Management SAM | 2 | 2 | 0.91% | 1.48% | 2.04% | Q2 2023 | Q3 2023 | 2 |
Baillie Gifford | 2 | 2 | 0.01% | 0.08% | 0.16% | Q1 2015 | Q2 2015 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 1.25% | 1.45% | 1.64% | Q1 2023 | Q2 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q4 2022 | 2 |
Duquesne Family Office | 2 | 2 | 0.54% | 1.24% | 1.94% | Q2 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.93% | 1.08% | 1.23% | Q2 2023 | Q3 2023 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
Azora Capital LP | 2 | 2 | 0.65% | 0.91% | 1.17% | Q2 2023 | Q3 2023 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.37% | 0.38% | 0.40% | Q4 2016 | Q3 2023 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.41% | 0.54% | 0.66% | Q2 2020 | Q3 2020 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 2 |
Capula Management Ltd | 1 | 1 | 0.60% | 0.62% | 0.65% | Q1 2020 | Q1 2020 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Columbus Hill Capital Management, L.P. | 2 | 2 | 4.99% | 5.94% | 6.89% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 0.83% | 1.06% | 1.29% | Q2 2015 | Q3 2015 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
VONTOBEL ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Holistic Financial Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arden Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Point Break Capital Management, LLC | 1 | 1 | 1.71% | 2.30% | 2.88% | Q1 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q2 2019 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Firestone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Performa Ltd (US), LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Algebris (UK) Ltd | 2 | 2 | 5.17% | 7.44% | 9.72% | Q4 2021 | Q1 2022 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Appaloosa LP | 2 | 2 | 1.20% | 1.23% | 1.26% | Q1 2018 | Q2 2018 | 2 |
Perpetual Ltd | 2 | 2 | 0.12% | 0.49% | 0.86% | Q1 2023 | Q2 2023 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 2 |
Springhouse Capital Management, LP | 2 | 2 | 0.70% | 0.81% | 0.91% | Q2 2023 | Q3 2023 | 2 |
EMFO, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Anson Funds Management LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.83% | 0.94% | 1.04% | Q4 2019 | Q2 2020 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 2 |
Jupiter Wealth Management LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q3 2019 | Q4 2019 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 2 | 0.33% | 0.34% | 0.35% | Q4 2014 | Q1 2015 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Lingotto Investment Management LLP | 2 | 2 | 0.28% | 0.33% | 0.38% | Q2 2023 | Q3 2023 | 2 |
WCM INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2022 | Q1 2022 | 2 |
SAL Trading, LLC | 1 | 1 | 0.66% | 0.85% | 1.04% | Q1 2023 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.29% | 0.33% | 0.37% | Q4 2020 | Q3 2021 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q4 2018 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Ergoteles LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2019 | Q3 2019 | 2 |
COLRAIN CAPITAL LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 5.67% | 6.78% | 7.88% | Q1 2023 | Q3 2023 | 2 |
CTF Capital Management, LP | 2 | 2 | 0.58% | 1.60% | 2.61% | Q1 2023 | Q2 2023 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 2 | 2 | 2.07% | 4.07% | 6.06% | Q2 2023 | Q3 2023 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.00% | 0.28% | 0.56% | Q1 2022 | Q3 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
JB Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2016 | Q3 2016 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 1.69% | 1.76% | 1.83% | Q1 2018 | Q2 2018 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Sovarnum Capital L.P. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2018 | Q1 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 3.87% | 3.87% | 3.87% | Q3 2015 | Q3 2015 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MILLER VALUE PARTNERS, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2023 | Q1 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2023 | Q1 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WMS Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2014 | Q4 2014 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Amplify Investments, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2018 | Q1 2018 | 1 |
JABODON PT CO | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2018 | Q2 2018 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Optas, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Wilkinson Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Glovista Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PIER 88 INVESTMENT PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IRON Financial LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2023 | Q1 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 5.08% | 5.08% | 5.08% | Q2 2023 | Q2 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Independence Trust CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2019 | Q1 2019 | 1 |
Lehman Brothers Holdings Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2015 | Q3 2015 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Interval Partners, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Columbia Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Western Standard LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
GRATRY & Co LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2015 | Q3 2015 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Murchinson Ltd. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 5.98% | 5.98% | 5.98% | Q2 2023 | Q2 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Pelham Capital Ltd. | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2015 | Q4 2015 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Deer Park Road Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sigma Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crestwood Capital Management, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2015 | Q1 2015 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Zenit Asset Management AB | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2014 | Q4 2014 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2015 | Q4 2015 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tech Square Trading LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2018 | Q4 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2019 | Q1 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Archer Investment Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Five Oceans Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own UBS GROUP AG or have owned UBS GROUP AG in the past.