Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 88 |
Citadel Advisors | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 86 |
UBS Group AG | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 81 |
Walleye Trading LLC | 31 | 31 | 0.00% | 0.03% | 0.23% | Q1 2016 | Q3 2023 | 77 |
Cutler Group LLC / CA | 31 | 31 | 0.00% | 0.02% | 0.22% | Q1 2016 | Q3 2023 | 74 |
GOLDMAN SACHS GROUP INC | 31 | 31 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 69 |
CITIGROUP INC | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 68 |
WOLVERINE TRADING, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 66 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.01% | 0.11% | Q1 2016 | Q3 2023 | 64 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 60 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.07% | 0.43% | Q3 2018 | Q3 2023 | 59 |
BARCLAYS PLC | 31 | 31 | 0.00% | 0.02% | 0.13% | Q1 2016 | Q3 2023 | 58 |
EXANE DERIVATIVES | 26 | 26 | 0.00% | 0.32% | 5.50% | Q1 2016 | Q2 2022 | 53 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 31 | 31 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 49 |
D. E. Shaw & Co., Inc. | 17 | 2 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2022 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 39 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.05% | 0.26% | Q3 2016 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 8 | 5 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 35 |
DEUTSCHE BANK AG\ | 31 | 31 | 0.00% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 33 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
AXA S.A. | 31 | 31 | 0.00% | 0.48% | 1.16% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.01% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 31 |
PRICE T ROWE ASSOCIATES INC /MD/ | 31 | 31 | 0.11% | 0.18% | 0.28% | Q1 2016 | Q3 2023 | 31 |
SG Americas Securities, LLC | 31 | 31 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 31 |
VOYA INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
NORTHERN TRUST CORP | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 31 | 0.00% | 0.24% | 1.19% | Q1 2016 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Allianz Asset Management GmbH | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 31 | 31 | 0.03% | 0.43% | 1.21% | Q1 2016 | Q3 2023 | 31 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 31 | 31 | 0.01% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Swiss National Bank | 31 | 31 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 31 | 31 | 0.03% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
AVIVA PLC | 31 | 31 | 0.01% | 0.08% | 0.23% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
GABELLI FUNDS LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 31 | 31 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31 | 31 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Cypress Capital Management LLC (WY) | 31 | 31 | 0.03% | 0.14% | 0.27% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Baillie Gifford | 31 | 31 | 0.90% | 1.75% | 2.38% | Q1 2016 | Q3 2023 | 31 |
Bank of Italy | 31 | 31 | 1.95% | 10.55% | 23.18% | Q1 2016 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 31 | 31 | 0.03% | 0.19% | 0.38% | Q1 2016 | Q3 2023 | 31 |
VANGUARD GROUP INC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
MACQUARIE GROUP LTD | 31 | 31 | 0.01% | 0.06% | 0.22% | Q1 2016 | Q3 2023 | 31 |
FIRST MANHATTAN CO. LLC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
East Coast Asset Management, LLC. | 31 | 31 | 0.07% | 0.31% | 0.76% | Q1 2016 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ALLIANCEBERNSTEIN L.P. | 31 | 31 | 0.00% | 0.02% | 0.20% | Q1 2016 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
FMR LLC | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Cubist Systematic Strategies, LLC | 17 | 2 | 0.00% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 28 | 2 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 20 | 10 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 10 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
HSBC HOLDINGS PLC | 30 | 30 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q2 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Blume Capital Management, Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
SEI INVESTMENTS CO | 29 | 29 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 29 | 29 | 0.06% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 15 | 5 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 25 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
Ensemble Capital Management | 28 | 28 | 0.16% | 5.48% | 8.46% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 26 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
COMERICA BANK | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 28 |
NORGES BANK | 28 | 28 | 0.05% | 0.08% | 0.12% | Q1 2016 | Q4 2022 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
CASTLEARK MANAGEMENT LLC | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
KBC Group NV | 16 | 12 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
DIMENSIONAL FUND ADVISORS LP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 26 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
Ako Capital | 28 | 28 | 2.14% | 13.09% | 37.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Ashfield Capital Partners, LLC | 27 | 27 | 0.07% | 0.27% | 1.02% | Q1 2016 | Q3 2022 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
DekaBank Deutsche Girozentrale | 16 | 2 | 0.01% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 19 | 8 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q4 2022 | 27 |
Creative Planning | 14 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 27 |
BLUESTEIN R H & CO LLC | 27 | 27 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q3 2022 | 27 |
PDT Partners, LLC | 21 | 1 | 0.03% | 0.88% | 2.65% | Q1 2016 | Q3 2023 | 26 |
Invesco Ltd. | 15 | 11 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 26 |
Perceptive Advisors | 26 | 26 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q2 2022 | 26 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
MARIETTA INVESTMENT PARTNERS LLC | 26 | 26 | 0.12% | 0.59% | 1.61% | Q2 2017 | Q3 2023 | 26 |
Capital Research Global Investors | 16 | 10 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 26 |
STATE STREET CORP | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
Aquamarine Capital Management, LLC | 26 | 26 | 7.05% | 10.97% | 21.30% | Q1 2016 | Q2 2022 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 11 | 5 | 0.00% | 0.07% | 0.22% | Q1 2017 | Q3 2023 | 25 |
FAYEZ SAROFIM & CO | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 25 | 25 | 0.08% | 0.23% | 0.38% | Q3 2017 | Q3 2023 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 25 | 0.02% | 0.04% | 0.16% | Q3 2017 | Q3 2023 | 25 |
FISHMAN JAY A LTD/MI | 25 | 25 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Columbia Asset Management | 19 | 6 | 0.07% | 0.13% | 0.18% | Q2 2017 | Q3 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 25 | 25 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2022 | 25 |
FIL Ltd | 25 | 25 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 25 | 25 | 0.03% | 0.10% | 0.27% | Q3 2017 | Q3 2023 | 25 |
WEDBUSH SECURITIES INC | 25 | 25 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 25 |
REILLY FINANCIAL ADVISORS, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 19 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.03% | 0.21% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 15 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q3 2023 | 24 |
Sequoia Financial Advisors, LLC | 16 | 8 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 24 |
M&T BANK CORP | 18 | 6 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 24 |
Crossmark Global Holdings, Inc. | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
FRANKLIN RESOURCES INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Manchester Capital Management LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 24 |
Cambridge Investment Research Advisors, Inc. | 19 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q4 2021 | 24 |
Russell Investments Group, Ltd. | 12 | 4 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Baskin Financial Services Inc. | 23 | 23 | 1.44% | 2.67% | 3.86% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 15 | 8 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 23 |
BURNS J W & CO INC/NY | 19 | 4 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Darsana Capital Partners LP | 23 | 23 | 4.06% | 8.74% | 13.83% | Q3 2017 | Q1 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.11% | 0.29% | Q4 2016 | Q3 2023 | 23 |
D.A. DAVIDSON & CO. | 13 | 9 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 22 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2021 | 22 |
SIMPLEX TRADING, LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 22 |
Fiera Capital Corp | 22 | 22 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q2 2023 | 22 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q2 2022 | 22 |
Tiger Eye Capital LLC | 22 | 22 | 0.21% | 1.40% | 4.65% | Q1 2017 | Q2 2022 | 22 |
PEAK6 Group LLC | 9 | 9 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q2 2018 | 22 |
FDx Advisors, Inc. | 18 | 4 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 19 | 1 | 0.01% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.13% | Q2 2016 | Q3 2023 | 22 |
Crestwood Capital Management, L.P. | 22 | 22 | 1.59% | 6.22% | 9.09% | Q3 2017 | Q4 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
NEW YORK STATE COMMON RETIREMENT FUND | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BESSEMER GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.06% | 0.24% | Q1 2016 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 5 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 21 |
AMP Capital Investors Ltd | 21 | 21 | 0.01% | 0.09% | 0.19% | Q3 2016 | Q3 2021 | 21 |
Capital World Investors | 19 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2021 | 21 |
JENNISON ASSOCIATES LLC | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.02% | 0.07% | 0.20% | Q2 2016 | Q3 2023 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2023 | 21 |
BROWN BROTHERS HARRIMAN & CO | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.02% | 0.14% | Q2 2016 | Q1 2022 | 21 |
CNB Bank | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
Henry James International Management Inc. | 21 | 21 | 1.84% | 3.76% | 4.64% | Q3 2018 | Q3 2023 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.04% | 0.24% | Q4 2018 | Q3 2023 | 20 |
MARSHALL WACE, LLP | 11 | 1 | 0.02% | 0.30% | 1.44% | Q4 2017 | Q3 2023 | 20 |
Jacobi Capital Management LLC | 18 | 2 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2021 | 20 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Lansing Management LP | 20 | 20 | 13.21% | 21.56% | 38.13% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FRED ALGER MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Aperio Group, LLC | 20 | 20 | 0.03% | 0.07% | 0.10% | Q1 2016 | Q4 2020 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.05% | 0.18% | Q2 2016 | Q1 2023 | 20 |
MARTIN CURRIE LTD | 20 | 20 | 0.10% | 3.39% | 6.29% | Q4 2018 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 15 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Stormborn Capital Management, LLC | 10 | 4 | 0.17% | 4.81% | 9.32% | Q1 2019 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
HUNTINGTON NATIONAL BANK | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 11 | 1 | 0.00% | 0.07% | 0.37% | Q2 2018 | Q3 2023 | 19 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.08% | 0.35% | Q2 2018 | Q3 2023 | 19 |
Financial Architects, Inc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2020 | 19 |
BOKF, NA | 9 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 19 |
MACKENZIE FINANCIAL CORP | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 19 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.13% | 0.48% | Q3 2016 | Q3 2023 | 19 |
Melvin Capital Management LP | 16 | 16 | 0.36% | 1.56% | 3.19% | Q2 2018 | Q1 2022 | 19 |
MML INVESTORS SERVICES, LLC | 15 | 4 | 0.01% | 0.03% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 19 |
NATIXIS ADVISORS, L.P. | 15 | 4 | 0.02% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 19 |
CONNABLE OFFICE INC | 15 | 4 | 0.12% | 0.17% | 0.26% | Q3 2017 | Q3 2023 | 19 |
WCM INVESTMENT MANAGEMENT, LLC | 15 | 4 | 0.64% | 1.23% | 1.66% | Q3 2017 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.12% | 0.16% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 15 | 4 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q2 2023 | 19 |
WESTPAC BANKING CORP | 6 | 1 | 0.01% | 0.18% | 0.28% | Q1 2016 | Q1 2023 | 19 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
QS Investors, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Susquehanna International Securities, Ltd. | 8 | 5 | 0.14% | 2.49% | 13.40% | Q2 2019 | Q3 2023 | 18 |
LVW Advisors, LLC | 18 | 18 | 0.05% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
QCI ASSET MANAGEMENT INC/NY | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.15% | 0.56% | Q1 2017 | Q2 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 18 |
Banco Santander, S.A. | 15 | 1 | 0.01% | 0.38% | 1.90% | Q2 2017 | Q3 2023 | 18 |
KINGS POINT CAPITAL MANAGEMENT | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.09% | 0.40% | Q2 2017 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.01% | 0.14% | Q4 2019 | Q4 2023 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 17 | 17 | 0.06% | 0.30% | 1.48% | Q1 2016 | Q1 2020 | 17 |
Mount Yale Investment Advisors, LLC | 15 | 2 | 0.26% | 0.35% | 0.45% | Q1 2018 | Q3 2023 | 17 |
Chiron Investment Management, LLC | 8 | 1 | 0.13% | 2.30% | 3.98% | Q4 2016 | Q1 2023 | 17 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 7 | 3 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 17 |
World Asset Management Inc | 17 | 17 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q1 2020 | 17 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.11% | 0.36% | Q1 2016 | Q3 2023 | 17 |
PRUDENTIAL PLC | 15 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 17 |
Emerson Point Capital LP | 17 | 17 | 2.06% | 8.36% | 22.75% | Q4 2018 | Q4 2022 | 17 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.15% | 0.37% | 0.63% | Q2 2017 | Q2 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q2 2022 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 17 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Marquette Asset Management, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.11% | 0.24% | Q1 2018 | Q3 2023 | 16 |
EQUITABLE TRUST CO | 15 | 1 | 0.29% | 0.35% | 0.45% | Q2 2018 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.39% | 4.26% | Q1 2018 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Morse Asset Management, Inc | 16 | 16 | 0.08% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
FinTrust Capital Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
Gemmer Asset Management LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
YCG, LLC | 15 | 15 | 0.28% | 0.68% | 1.04% | Q1 2020 | Q3 2023 | 15 |
Achmea Investment Management B.V. | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.00% | 0.00% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Deep Field Asset Management LLC | 13 | 13 | 1.05% | 8.23% | 13.06% | Q4 2018 | Q4 2021 | 15 |
Dorsey & Whitney Trust CO LLC | 12 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
Atria Investments, Inc | 13 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
DDD Partners, LLC | 15 | 15 | 0.18% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 15 | 15 | 0.16% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 3 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
JUPITER ASSET MANAGEMENT LTD | 11 | 2 | 0.01% | 0.99% | 2.51% | Q1 2018 | Q3 2023 | 15 |
Covenant Partners, LLC | 15 | 15 | 0.30% | 0.40% | 0.56% | Q1 2020 | Q3 2023 | 15 |
WADDELL & REED FINANCIAL INC | 9 | 6 | 0.06% | 0.28% | 0.38% | Q2 2017 | Q1 2021 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 5 | 2 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.11% | 0.31% | 0.53% | Q4 2017 | Q1 2021 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
Advisor OS, LLC | 14 | 14 | 0.07% | 0.11% | 0.23% | Q2 2020 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 14 |
Quad-Cities Investment Group, LLC | 6 | 4 | 0.05% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.08% | 0.55% | Q4 2019 | Q1 2023 | 14 |
COMERICA SECURITIES,INC. | 10 | 4 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Kovack Advisors, Inc. | 9 | 2 | 0.03% | 0.09% | 0.13% | Q1 2016 | Q3 2023 | 14 |
CLEAR STREET MARKETS LLC | 8 | 8 | 0.03% | 0.12% | 0.43% | Q2 2019 | Q1 2021 | 14 |
TELEMUS CAPITAL, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.08% | 0.12% | 0.14% | Q4 2017 | Q1 2021 | 14 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.14% | 0.32% | Q2 2016 | Q2 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
Winslow Capital Management, LLC | 14 | 14 | 0.90% | 1.42% | 1.92% | Q3 2017 | Q4 2020 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisors, Inc. | 14 | 14 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q2 2019 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 14 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
Accuvest Global Advisors | 11 | 1 | 0.00% | 0.25% | 0.72% | Q1 2017 | Q4 2022 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 13 |
THORNBURG INVESTMENT MANAGEMENT INC | 13 | 13 | 0.52% | 0.67% | 0.89% | Q3 2020 | Q3 2023 | 13 |
Employees Retirement System of Texas | 10 | 1 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q1 2023 | 13 |
AQR Capital Management | 13 | 13 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q1 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Pinnacle Wealth Planning Services, Inc. | 13 | 13 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Mariner, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 13 |
ALATUS CAPITAL LTD | 13 | 13 | 45.34% | 63.70% | 100.00% | Q4 2017 | Q4 2020 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Miracle Mile Advisors, LLC | 10 | 3 | 0.01% | 0.09% | 0.27% | Q1 2018 | Q3 2023 | 13 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.05% | 0.21% | 0.44% | Q4 2017 | Q4 2022 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Douglas Lane & Associates, LLC | 12 | 12 | 0.03% | 0.34% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.06% | 0.21% | Q4 2017 | Q2 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 12 |
TRUST CO OF VERMONT | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2023 | 12 |
Centiva Capital, LP | 3 | 1 | 0.00% | 0.07% | 0.33% | Q3 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
One Capital Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.14% | 0.32% | 0.47% | Q4 2020 | Q3 2023 | 12 |
A.R.T. Advisors, LLC | 9 | 1 | 0.02% | 0.12% | 0.36% | Q1 2016 | Q4 2019 | 12 |
RBO & CO LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12 | 12 | 0.02% | 0.57% | 1.11% | Q4 2017 | Q3 2020 | 12 |
D1 Capital Partners L.P. | 9 | 3 | 0.50% | 2.79% | 6.22% | Q4 2018 | Q4 2022 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2020 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2022 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Vident Investment Advisory, LLC | 9 | 1 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q2 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.22% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Redhawk Wealth Advisors, Inc. | 10 | 2 | 0.13% | 0.24% | 0.40% | Q3 2018 | Q3 2023 | 12 |
Corient Capital Partners, LLC | 12 | 12 | 0.03% | 0.07% | 0.16% | Q2 2019 | Q1 2022 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 0.15% | 0.24% | 0.55% | Q4 2020 | Q3 2023 | 12 |
JS Capital Management LLC | 4 | 3 | 0.51% | 2.95% | 5.38% | Q4 2017 | Q3 2023 | 11 |
Game Plan Financial Advisors, LLC | 9 | 2 | 0.24% | 0.30% | 0.36% | Q4 2019 | Q4 2022 | 11 |
Sculati Wealth Management, LLC | 11 | 11 | 0.38% | 0.50% | 0.87% | Q1 2021 | Q3 2023 | 11 |
ADVISOR PARTNERS LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 6 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.02% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.08% | 0.18% | 0.35% | Q1 2017 | Q2 2023 | 11 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 11 | 11 | 1.40% | 1.71% | 2.36% | Q1 2021 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Checchi Capital Advisers, LLC | 9 | 2 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Korea Investment CORP | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 2 | 0.00% | 0.64% | 1.30% | Q2 2017 | Q4 2020 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.06% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 11 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 11 | 0.15% | 0.38% | 0.52% | Q3 2019 | Q1 2022 | 11 |
AXIOM INVESTORS LLC /DE | 9 | 2 | 0.06% | 0.41% | 0.66% | Q2 2018 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.13% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
FLOSSBACH VON STORCH AG | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q4 2022 | 11 |
U S GLOBAL INVESTORS INC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
SYCOMORE ASSET MANAGEMENT | 9 | 1 | 0.13% | 2.41% | 5.07% | Q4 2018 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Carl P. Sherr & Co., LLC | 6 | 4 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.16% | 0.27% | 0.47% | Q2 2021 | Q3 2023 | 10 |
2Xideas AG | 10 | 10 | 0.82% | 1.00% | 1.28% | Q1 2021 | Q2 2023 | 10 |
Man Group plc | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 10 |
OSSIAM | 9 | 1 | 0.00% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q2 2019 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Fieldpoint Private Securities, LLC | 9 | 1 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q2 2022 | 10 |
MAI Capital Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Gideon Capital Advisors, Inc. | 5 | 2 | 0.11% | 0.20% | 0.30% | Q4 2016 | Q3 2019 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Kessler Investment Group, LLC | 5 | 5 | 0.04% | 0.26% | 0.57% | Q1 2016 | Q3 2019 | 10 |
STEPHENS INC /AR/ | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Dalal Street | 10 | 10 | 6.69% | 11.77% | 17.94% | Q1 2016 | Q2 2018 | 10 |
Madison Asset Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2018 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 10 |
GARRISON POINT ADVISORS, LLC | 6 | 4 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2023 | 10 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q4 2017 | 10 |
683 Capital Management, LLC | 7 | 7 | 0.01% | 0.78% | 2.05% | Q4 2017 | Q2 2019 | 9 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.01% | 0.09% | 0.31% | Q2 2017 | Q4 2022 | 9 |
Spot Trading L.L.C | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2017 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.18% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Alight Capital Management LP | 6 | 3 | 1.02% | 2.06% | 3.24% | Q4 2018 | Q2 2022 | 9 |
LOGAN CAPITAL MANAGEMENT INC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.07% | 0.30% | 0.57% | Q3 2018 | Q2 2021 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 9 |
Infusive Asset Management Inc. | 5 | 4 | 0.68% | 4.48% | 7.82% | Q2 2021 | Q3 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.11% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Concord Wealth Partners | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 9 |
Onex Canada Asset Management Inc. | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
SCHWARTZ INVESTMENT COUNSEL INC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 9 |
NAVELLIER & ASSOCIATES INC | 7 | 2 | 0.10% | 0.93% | 2.05% | Q1 2017 | Q3 2023 | 9 |
Glassman Wealth Services | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 9 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q1 2023 | 9 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 1 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q1 2022 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2021 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.05% | 0.22% | Q3 2019 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q4 2022 | 9 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 9 |
Douglass Winthrop Advisors, LLC | 9 | 9 | 0.06% | 0.12% | 0.15% | Q2 2016 | Q2 2018 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.12% | 0.15% | 0.26% | Q1 2021 | Q1 2023 | 9 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2019 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.28% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 5 | 3 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q2 2020 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2019 | 8 |
Rheos Capital Works Inc. | 8 | 8 | 0.70% | 2.09% | 4.06% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 8 | 8 | 0.00% | 0.13% | 0.98% | Q4 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 8 |
Renasant Bank | 8 | 8 | 0.31% | 0.46% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Jackson, Grant Investment Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.12% | 0.21% | 0.32% | Q3 2021 | Q2 2023 | 8 |
Stony Point Capital LLC | 8 | 8 | 2.61% | 5.53% | 8.06% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.03% | 0.21% | Q1 2016 | Q2 2018 | 8 |
Wealth Alliance | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 8 | 0.03% | 0.19% | 0.42% | Q4 2021 | Q3 2023 | 8 |
X-Square Capital, LLC | 8 | 8 | 0.16% | 0.37% | 0.46% | Q2 2021 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
AustralianSuper Pty Ltd | 8 | 8 | 0.98% | 1.22% | 1.54% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 7 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Alapocas Investment Partners, Inc. | 8 | 8 | 4.36% | 4.78% | 5.33% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
HighVista Strategies LLC | 8 | 8 | 0.26% | 0.57% | 0.90% | Q4 2016 | Q3 2018 | 8 |
Merlin Capital, Inc | 8 | 8 | 1.05% | 1.91% | 2.89% | Q4 2021 | Q3 2023 | 8 |
GM Advisory Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 8 |
Angeles Investment Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q2 2023 | 7 |
SECURITY NATIONAL TRUST CO | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Jump Financial, LLC | 6 | 1 | 0.03% | 0.18% | 0.36% | Q4 2021 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.05% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2019 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Latimer Light Capital, L.P. | 7 | 7 | 3.90% | 6.54% | 8.72% | Q1 2017 | Q3 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q2 2021 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Xact Kapitalforvaltning AB | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 7 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.06% | 0.23% | Q2 2018 | Q1 2021 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q1 2023 | 7 |
NIGHTVIEW CAPITAL, LLC | 4 | 1 | 0.81% | 9.27% | 21.31% | Q1 2018 | Q2 2020 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 7 |
Strategic Global Advisors, LLC | 7 | 7 | 0.10% | 0.17% | 0.26% | Q4 2016 | Q2 2018 | 7 |
MARSICO CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.10% | 0.25% | Q1 2022 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
AQR Arbitrage LLC | 7 | 7 | 0.18% | 0.26% | 0.36% | Q1 2016 | Q3 2017 | 7 |
Benchmark Financial Wealth Advisors, LLC | 6 | 1 | 0.09% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LGT Fund Management Co Ltd. | 7 | 7 | 0.11% | 0.22% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 7 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 7 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
RAY GERALD L & ASSOCIATES LTD | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2017 | 7 |
Premier Fund Managers Ltd | 7 | 7 | 0.27% | 2.59% | 3.59% | Q2 2020 | Q4 2021 | 7 |
Bayesian Capital Management, LP | 4 | 1 | 0.06% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Miura Global Management | 6 | 1 | 3.14% | 5.00% | 7.55% | Q3 2018 | Q3 2023 | 7 |
Ballentine Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Sierra Capital LLC | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 7 |
Brown Advisory Securities, LLC | 5 | 1 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q2 2021 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.23% | 0.28% | 0.38% | Q4 2021 | Q2 2023 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
FORT, L.P. | 5 | 2 | 0.10% | 0.37% | 0.82% | Q4 2019 | Q3 2023 | 7 |
Spark Investment Management LLC | 4 | 3 | 0.09% | 0.38% | 0.64% | Q1 2017 | Q4 2019 | 7 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.26% | 0.39% | 0.60% | Q1 2017 | Q2 2018 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q2 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Capital International Investors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sciencast Management LP | 1 | 1 | 0.04% | 0.29% | 0.76% | Q2 2017 | Q3 2023 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.61% | 0.97% | 1.14% | Q2 2022 | Q3 2023 | 6 |
RIVER GLOBAL INVESTORS LLP | 6 | 6 | 0.01% | 0.51% | 0.85% | Q3 2016 | Q4 2017 | 6 |
Lorne Steinberg Wealth Management Inc. | 4 | 2 | 1.58% | 1.80% | 2.06% | Q1 2022 | Q3 2023 | 6 |
JMAC ENTERPRISES LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
MQS Management LLC | 3 | 1 | 0.24% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 6 |
Kemnay Advisory Services Inc. | 6 | 6 | 0.28% | 0.45% | 0.57% | Q2 2018 | Q3 2019 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Bank Pictet & Cie (Europe) AG | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
Whitnell & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.07% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 6 | 6 | 0.19% | 0.29% | 0.40% | Q2 2020 | Q3 2021 | 6 |
1832 Asset Management L.P. | 4 | 2 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q1 2018 | 6 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.23% | 0.35% | Q2 2016 | Q4 2016 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
NISA INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2021 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
OppenheimerFunds, Inc. | 5 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2019 | 6 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2019 | 6 |
Permanens Capital L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Cipher Capital LP | 1 | 1 | 0.02% | 0.13% | 0.20% | Q1 2016 | Q2 2022 | 6 |
Freemont Management S.A. | 6 | 6 | 0.70% | 1.18% | 1.71% | Q4 2020 | Q1 2022 | 6 |
Palestra Capital Management LLC | 6 | 6 | 3.51% | 5.05% | 6.18% | Q3 2021 | Q4 2022 | 6 |
Qtron Investments LLC | 6 | 6 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.05% | 0.10% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.30% | 0.74% | Q3 2016 | Q2 2019 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 6 | 0.39% | 1.54% | 3.51% | Q3 2018 | Q4 2019 | 6 |
Wahed Invest LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
COMGEST GLOBAL INVESTORS S.A.S. | 3 | 3 | 0.03% | 1.51% | 3.64% | Q1 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hudson Bay Capital Management LP | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q2 2023 | 6 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.17% | 0.31% | 0.57% | Q2 2019 | Q4 2019 | 6 |
GAM Holding AG | 4 | 2 | 0.23% | 0.88% | 1.53% | Q2 2018 | Q4 2019 | 6 |
Third Point | 6 | 6 | 0.29% | 1.80% | 2.64% | Q4 2019 | Q1 2021 | 6 |
Permian Investment Partners, LP | 6 | 6 | 4.07% | 7.57% | 12.19% | Q1 2016 | Q2 2017 | 6 |
Bollard Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 6 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Echinus Advisors, LLC | 5 | 5 | 4.39% | 6.80% | 7.75% | Q3 2018 | Q3 2019 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
Neuburgh Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Meadow Creek Investment Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.10% | 0.52% | 1.74% | Q4 2021 | Q4 2022 | 5 |
SAMLYN CAPITAL, LLC | 5 | 5 | 0.76% | 1.56% | 2.24% | Q1 2016 | Q1 2017 | 5 |
SG3 Management, LLC | 3 | 3 | 0.08% | 0.78% | 3.10% | Q2 2019 | Q4 2019 | 5 |
SAL Trading, LLC | 3 | 1 | 0.21% | 0.57% | 1.02% | Q1 2022 | Q2 2023 | 5 |
Flinton Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Hawk Ridge Capital Management | 5 | 5 | 1.27% | 1.76% | 2.26% | Q1 2016 | Q1 2017 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.18% | 0.46% | Q3 2020 | Q3 2023 | 5 |
BIGLARI, SARDAR | 5 | 5 | 8.88% | 10.61% | 13.94% | Q3 2022 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2017 | Q2 2018 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2017 | 5 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.01% | 0.07% | 0.15% | Q2 2023 | Q3 2023 | 5 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q2 2017 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Advocates Investment Management | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Lombard Odier Asset Management (USA) Corp | 5 | 5 | 0.90% | 1.28% | 1.75% | Q1 2019 | Q1 2020 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q2 2018 | 5 |
Apriem Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
GARDNER LEWIS ASSET MANAGEMENT L P | 4 | 1 | 0.12% | 0.23% | 0.32% | Q3 2020 | Q3 2023 | 5 |
BIGLARI CAPITAL CORP. | 5 | 5 | 2.04% | 4.28% | 5.46% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 3 | 2 | 1.24% | 1.37% | 1.48% | Q2 2019 | Q1 2021 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Aquamarine Zurich AG | 5 | 5 | 9.15% | 10.73% | 12.46% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SFMG, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 0.82% | 1.05% | 1.22% | Q3 2017 | Q3 2018 | 5 |
Black Swift Group, LLC | 3 | 1 | 0.06% | 0.38% | 0.64% | Q2 2018 | Q2 2022 | 5 |
Quadrant Private Wealth Management, LLC | 4 | 1 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.29% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BlackRock Group LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.12% | 0.26% | Q4 2016 | Q4 2019 | 4 |
Legal & General Group Plc | 2 | 2 | 0.00% | 0.03% | 0.10% | Q3 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Roundview Capital LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.05% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q4 2016 | 4 |
BOSTON FAMILY OFFICE LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
CLINTON GROUP INC | 2 | 2 | 0.08% | 0.16% | 0.26% | Q3 2016 | Q4 2017 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
PACIFIC SUN FINANCIAL CORP | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q1 2022 | 4 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.00% | 0.19% | 0.30% | Q1 2022 | Q4 2022 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Caption Management, LLC | 3 | 1 | 0.09% | 0.57% | 0.82% | Q2 2019 | Q3 2021 | 4 |
RDA Financial Network | 4 | 4 | 0.17% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.44% | 0.60% | 0.78% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Holistic Financial Partners | 3 | 1 | 0.12% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 4 |
FFT WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q3 2016 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Morningstar Investment Services LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
China Universal Asset Management Co., Ltd. | 4 | 4 | 0.17% | 0.25% | 0.37% | Q4 2022 | Q3 2023 | 4 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
West Family Investments, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Susquehanna International Group Ltd. | 1 | 1 | 0.15% | 1.35% | 3.75% | Q4 2018 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
LFA - Lugano Financial Advisors SA | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 4 |
AHL Partners LLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Beacon Pointe Wealth Advisors, LLC | 3 | 1 | 0.08% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nantahala Capital Management | 4 | 4 | 0.78% | 0.93% | 1.19% | Q1 2016 | Q4 2016 | 4 |
Park Place Capital Corp | 4 | 4 | 0.15% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q3 2018 | Q1 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.04% | 0.20% | 0.41% | Q3 2016 | Q4 2019 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
GLG Partners LP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Conatus Capital Management LP | 4 | 4 | 0.67% | 1.78% | 2.60% | Q1 2017 | Q4 2017 | 4 |
Enhancing Capital LLC | 4 | 4 | 1.18% | 1.31% | 1.39% | Q4 2021 | Q3 2022 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.20% | 0.26% | Q2 2018 | Q2 2020 | 4 |
Ranger International Management, LP | 4 | 4 | 0.08% | 1.84% | 6.39% | Q3 2016 | Q2 2017 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.03% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.43% | 1.22% | Q1 2017 | Q2 2023 | 4 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
PayPay Securities Corp | 4 | 4 | 0.04% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 3 | 1 | 0.17% | 0.32% | 0.50% | Q1 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2020 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.08% | 0.58% | 1.54% | Q1 2019 | Q1 2022 | 4 |
Symmetry Partners, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Yost Capital Management, LP | 4 | 4 | 7.90% | 9.48% | 10.61% | Q1 2016 | Q4 2016 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.25% | 0.28% | 0.33% | Q4 2017 | Q3 2018 | 4 |
Teton Capital Partners | 3 | 3 | 3.91% | 4.84% | 5.69% | Q2 2016 | Q4 2016 | 3 |
L & S Advisors Inc | 1 | 1 | 0.35% | 0.46% | 0.58% | Q2 2017 | Q2 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q1 2020 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.18% | 0.33% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Fortis Capital Management LLC | 3 | 3 | 0.88% | 1.04% | 1.20% | Q1 2021 | Q3 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.54% | 0.56% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2017 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 3 | 0.16% | 0.30% | 0.41% | Q2 2020 | Q4 2020 | 3 |
North Fourth Asset Management, LP | 2 | 1 | 0.37% | 1.41% | 3.12% | Q3 2019 | Q4 2021 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.07% | 0.10% | 0.13% | Q1 2021 | Q3 2022 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.05% | 0.12% | 0.20% | Q2 2018 | Q2 2019 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.17% | 0.24% | 0.30% | Q1 2019 | Q2 2019 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.04% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.12% | 0.63% | 1.12% | Q1 2017 | Q1 2018 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.20% | 0.28% | 0.33% | Q4 2017 | Q2 2018 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.30% | 0.36% | 0.44% | Q1 2021 | Q3 2021 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q3 2021 | Q1 2022 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Nikko Asset Management Americas, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 2.91% | 2.92% | 2.95% | Q2 2017 | Q4 2017 | 3 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADW Capital Management, LLC | 3 | 3 | 21.84% | 31.99% | 48.90% | Q4 2018 | Q2 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 3 |
Jasper Ridge Partners, L.P. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 3 |
Monaco Asset Management SAM | 3 | 3 | 6.23% | 7.56% | 9.64% | Q1 2023 | Q3 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Polianta Ltd | 3 | 3 | 0.60% | 0.64% | 0.68% | Q3 2019 | Q1 2020 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Capital International Sarl | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q2 2023 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2018 | Q3 2018 | 3 |
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA | 3 | 3 | 1.02% | 2.13% | 3.61% | Q1 2016 | Q3 2016 | 3 |
Cerebellum GP, LLC | 1 | 1 | 0.09% | 0.12% | 0.18% | Q4 2017 | Q2 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.42% | 0.45% | 0.46% | Q3 2017 | Q1 2018 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q3 2020 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 3 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.13% | 0.37% | Q3 2019 | Q4 2019 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
APG Asset Management N.V. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 3 |
CARBONADO CAPITAL | 3 | 3 | 5.73% | 7.84% | 10.91% | Q2 2018 | Q4 2018 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Aspen Grove Capital, LLC | 2 | 1 | 0.08% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Sands Capital Management | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.21% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q1 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
GQG Partners LLC | 3 | 3 | 0.29% | 0.53% | 0.66% | Q1 2019 | Q3 2019 | 3 |
Arosa Capital Management LP | 1 | 1 | 0.57% | 0.68% | 0.74% | Q3 2020 | Q3 2023 | 3 |
WT Asset Management Ltd | 3 | 3 | 0.25% | 0.27% | 0.29% | Q4 2018 | Q2 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.60% | 0.69% | 0.76% | Q1 2023 | Q3 2023 | 3 |
FAIRFIELD, BUSH & CO. | 3 | 3 | 1.10% | 1.16% | 1.24% | Q3 2016 | Q1 2017 | 3 |
Baader Bank Aktiengesellschaft | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Platform Technology Partners | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2020 | Q4 2020 | 3 |
Athanor Capital, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Sandell Asset Management Corp. | 2 | 1 | 0.09% | 0.25% | 0.50% | Q1 2019 | Q1 2020 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Franklin Street Capital Partners, LLC | 2 | 1 | 0.09% | 1.52% | 2.74% | Q3 2020 | Q3 2021 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
One Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 3 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
PICTET BANK & TRUST Ltd | 3 | 3 | 0.90% | 1.21% | 1.49% | Q1 2023 | Q3 2023 | 3 |
CenterBook Partners LP | 1 | 1 | 0.10% | 0.14% | 0.17% | Q2 2022 | Q1 2023 | 2 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.00% | 0.27% | 0.55% | Q2 2020 | Q2 2023 | 2 |
Shellback Capital, LP | 1 | 1 | 0.40% | 0.45% | 0.50% | Q3 2017 | Q4 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.31% | 0.49% | 0.67% | Q1 2018 | Q4 2020 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q3 2016 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
SkyTop Capital Management LLC | 2 | 2 | 1.05% | 1.20% | 1.34% | Q3 2018 | Q4 2018 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2017 | Q3 2017 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2021 | Q1 2022 | 2 |
James Hambro & Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Horizon Family Wealth, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.71% | 0.82% | 0.92% | Q1 2023 | Q3 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.12% | 0.64% | 1.16% | Q2 2019 | Q3 2020 | 2 |
THOMAS WHITE INTERNATIONAL LTD | 2 | 2 | 0.31% | 0.32% | 0.32% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.34% | 0.40% | 0.45% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.22% | 0.44% | Q1 2023 | Q1 2023 | 2 |
Beaton Management Co. Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Opera Trading Capital | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Tevis Investment Management | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Pelham Capital Ltd. | 1 | 1 | 3.20% | 7.07% | 10.95% | Q2 2018 | Q3 2023 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Standard Family Office LLC | 1 | 1 | 0.02% | 0.09% | 0.17% | Q2 2021 | Q1 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.06% | 1.92% | 2.78% | Q2 2018 | Q1 2021 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Junto Capital Management LP | 2 | 2 | 1.06% | 1.08% | 1.10% | Q3 2022 | Q4 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Private Capital Advisors, Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q2 2018 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 1.46% | 1.48% | 1.50% | Q2 2019 | Q3 2019 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Matisse Capital | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q4 2017 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q3 2022 | Q4 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2023 | Q4 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 2 |
FEDERATED HERMES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.08% | 0.14% | Q4 2016 | Q4 2018 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Grosvenor Holdings, L.L.C. | 2 | 2 | 2.68% | 3.18% | 3.67% | Q2 2018 | Q3 2018 | 2 |
Brookfield Asset Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Empyrean Capital Partners, LP | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2018 | Q3 2018 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.56% | 0.85% | 1.14% | Q3 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2023 | Q3 2023 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.15% | 0.19% | 0.23% | Q2 2016 | Q3 2016 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.09% | 0.12% | 0.14% | Q2 2020 | Q2 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
BAHL & GAYNOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.13% | 0.17% | 0.21% | Q3 2022 | Q4 2022 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Ethic Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 2 |
APPLIED RESEARCH INVESTMENTS, LLC | 1 | 1 | 0.33% | 1.02% | 1.71% | Q2 2020 | Q4 2020 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Polar Capital LLP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2016 | Q2 2016 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.19% | 0.27% | 0.35% | Q4 2017 | Q4 2018 | 2 |
Interval Partners, LP | 2 | 2 | 0.15% | 0.29% | 0.44% | Q1 2023 | Q2 2023 | 2 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BCS Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hickory Lane Capital Management LP | 1 | 1 | 4.05% | 4.05% | 4.05% | Q4 2020 | Q4 2020 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2023 | Q2 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
IBM Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Hoese & Co LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Catamount Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Soros Fund Management | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2016 | Q1 2016 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2018 | Q3 2018 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2017 | Q2 2017 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Dantai Capital Ltd | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q1 2016 | Q1 2016 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
MIK Capital, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CLOVERFIELDS CAPITAL GROUP, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2019 | Q2 2019 | 1 |
Axel Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Jeneq Management LP | 1 | 1 | 2.95% | 2.95% | 2.95% | Q3 2019 | Q3 2019 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Utah Retirement Systems | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2021 | Q2 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2021 | Q3 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Alphinity Investment Management Pty Ltd | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Geller Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
MANA Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2019 | Q4 2019 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2017 | Q3 2017 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Infini Master Fund | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2016 | Q2 2016 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2017 | Q3 2017 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2016 | Q1 2016 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CHOREO, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2018 | Q2 2018 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Exane Asset Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2016 | Q3 2016 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own FERRARI N V or have owned FERRARI N V in the past.