Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 125 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 109 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.18% | Q1 2012 | Q3 2023 | 109 |
BARCLAYS PLC | 40 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 108 |
Parallax Volatility Advisers, L.P. | 38 | 38 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 103 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.28% | 2.74% | Q2 2013 | Q3 2023 | 101 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 42 | 42 | 0.00% | 0.06% | 0.50% | Q2 2013 | Q3 2023 | 100 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.13% | 1.40% | Q2 2013 | Q3 2023 | 99 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.05% | 0.78% | Q4 2015 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 92 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.29% | Q4 2014 | Q3 2023 | 91 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.08% | 0.51% | Q2 2013 | Q3 2023 | 91 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 2 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 84 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 83 |
HSBC HOLDINGS PLC | 41 | 41 | 0.00% | 0.04% | 1.31% | Q3 2013 | Q3 2023 | 81 |
NOMURA HOLDINGS INC | 40 | 40 | 0.00% | 0.11% | 0.76% | Q4 2012 | Q3 2022 | 81 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 75 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.20% | Q1 2013 | Q3 2023 | 71 |
Jefferies Group LLC | 26 | 1 | 0.00% | 0.33% | 3.03% | Q4 2013 | Q4 2021 | 71 |
TWO SIGMA INVESTMENTS, LP | 21 | 8 | 0.00% | 0.09% | 0.53% | Q3 2013 | Q3 2023 | 65 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 63 |
Twin Tree Management, LP | 16 | 2 | 0.00% | 0.09% | 0.32% | Q1 2014 | Q2 2023 | 63 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.07% | 0.58% | Q2 2013 | Q2 2018 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 1 | 0.00% | 0.27% | 2.64% | Q3 2015 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.07% | 0.46% | Q3 2013 | Q3 2023 | 57 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 55 |
HAP Trading, LLC | 20 | 1 | 0.00% | 0.59% | 4.55% | Q2 2013 | Q1 2023 | 55 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 52 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.11% | 0.45% | Q2 2013 | Q3 2023 | 50 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 49 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.15% | 0.62% | Q2 2014 | Q3 2023 | 49 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.08% | 0.39% | Q3 2018 | Q3 2023 | 49 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 49 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.05% | 0.92% | 2.17% | Q2 2013 | Q3 2023 | 49 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 48 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 47 |
Verition Fund Management LLC | 15 | 1 | 0.00% | 0.17% | 0.94% | Q3 2013 | Q3 2023 | 47 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 46 |
PRELUDE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.58% | 4.68% | Q1 2013 | Q3 2023 | 45 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.01% | 0.52% | 2.66% | Q3 2013 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 36 | 2 | 0.00% | 0.00% | 0.01% | Q1 2011 | Q3 2023 | 44 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 43 |
First Horizon Advisors, Inc. | 22 | 21 | 0.01% | 0.22% | 0.71% | Q1 2012 | Q3 2023 | 43 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIL Ltd | 42 | 42 | 0.04% | 0.41% | 1.39% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.04% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.17% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 0.66% | 2.49% | 3.31% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.11% | 0.72% | 2.13% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.20% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.03% | 0.90% | 2.66% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TRILLIUM ASSET MANAGEMENT, LLC | 42 | 42 | 0.13% | 0.84% | 1.79% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.23% | 0.95% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.22% | 0.55% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.10% | 0.33% | 0.72% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bell Bank | 42 | 42 | 0.07% | 0.26% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.01% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.09% | 1.13% | 2.28% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.09% | 0.18% | Q2 2012 | Q4 2022 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.17% | 0.55% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CSS LLC/IL | 15 | 15 | 0.00% | 0.18% | 0.95% | Q2 2016 | Q4 2019 | 41 |
DekaBank Deutsche Girozentrale | 39 | 2 | 0.01% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 41 | 41 | 0.02% | 0.10% | 0.27% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.01% | 0.23% | 0.63% | Q3 2013 | Q3 2023 | 41 |
MACQUARIE GROUP LTD | 31 | 10 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 41 | 41 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 39 | 2 | 0.00% | 0.21% | 0.97% | Q2 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 41 | 41 | 0.00% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 41 |
ANDERSON HOAGLAND & CO | 22 | 19 | 0.28% | 1.16% | 2.94% | Q2 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 41 | 41 | 0.17% | 0.83% | 2.48% | Q3 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 31 | 10 | 0.04% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 41 |
LAZARD ASSET MANAGEMENT LLC | 36 | 5 | 0.00% | 0.20% | 0.84% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 41 |
PECONIC PARTNERS LLC | 40 | 40 | 0.04% | 0.25% | 1.39% | Q2 2013 | Q1 2023 | 40 |
SG Americas Securities, LLC | 40 | 40 | 0.00% | 0.12% | 1.74% | Q4 2013 | Q3 2023 | 40 |
BOKF, NA | 19 | 9 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Bluefin Trading, LLC | 11 | 1 | 0.00% | 2.54% | 24.56% | Q2 2014 | Q4 2019 | 40 |
Paloma Partners Management Co | 11 | 1 | 0.01% | 0.21% | 1.46% | Q2 2013 | Q2 2022 | 40 |
WOLVERINE ASSET MANAGEMENT LLC | 32 | 32 | 0.00% | 0.04% | 0.29% | Q4 2015 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 38 | 2 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 40 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.14% | 0.53% | Q2 2013 | Q2 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.09% | 0.50% | 0.92% | Q2 2013 | Q1 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 39 | 1 | 0.00% | 0.20% | 0.71% | Q2 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Mitsubishi UFJ Trust & Banking Corp | 39 | 39 | 0.01% | 0.08% | 0.15% | Q1 2014 | Q3 2023 | 39 |
ATWOOD & PALMER INC | 39 | 39 | 0.03% | 1.40% | 5.09% | Q1 2014 | Q3 2023 | 39 |
CIBC Asset Management Inc | 37 | 2 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 39 |
AXA S.A. | 39 | 39 | 0.01% | 0.18% | 0.39% | Q1 2014 | Q3 2023 | 39 |
NEW YORK STATE COMMON RETIREMENT FUND | 36 | 3 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 39 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.12% | 0.96% | Q2 2014 | Q3 2023 | 39 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 32 | 32 | 0.02% | 0.52% | 2.84% | Q4 2015 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 20 | 2 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 39 |
TRUIST FINANCIAL CORP | 21 | 18 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 39 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.01% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 39 |
PRINCIPAL FINANCIAL GROUP INC | 39 | 39 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO | 39 | 39 | 0.00% | 0.15% | 0.42% | Q1 2014 | Q3 2023 | 39 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 39 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2016 | 39 |
FIRST TRUST ADVISORS LP | 21 | 3 | 0.01% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 39 | 39 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 39 |
MONTAG A & ASSOCIATES INC | 38 | 38 | 0.05% | 0.23% | 0.87% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
M&T BANK CORP | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 30 | 8 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 1 | 0.01% | 0.02% | 0.14% | Q1 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.20% | 0.70% | Q2 2013 | Q3 2022 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 11 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 38 |
MASTRAPASQUA ASSET MANAGEMENT INC | 36 | 1 | 0.00% | 1.01% | 3.07% | Q2 2014 | Q3 2023 | 38 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 28 | 3 | 0.01% | 0.15% | 0.51% | Q3 2013 | Q3 2023 | 38 |
SEGALL BRYANT & HAMILL, LLC | 38 | 38 | 0.02% | 0.42% | 1.26% | Q2 2014 | Q3 2023 | 38 |
INTEGRAL DERIVATIVES, LLC | 16 | 1 | 0.01% | 0.06% | 0.24% | Q4 2013 | Q1 2018 | 38 |
Daiwa Securities Group Inc. | 37 | 37 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 38 |
L. Roy Papp & Associates, LLP | 37 | 37 | 0.22% | 0.59% | 0.98% | Q3 2014 | Q3 2023 | 37 |
FULTON BANK, N.A. | 31 | 1 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q4 2023 | 37 |
CREDIT AGRICOLE S A | 18 | 5 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 37 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 18 | 0.00% | 0.23% | 0.66% | Q2 2013 | Q3 2023 | 37 |
OPTIMUM INVESTMENT ADVISORS | 31 | 2 | 0.01% | 0.10% | 0.31% | Q2 2014 | Q4 2023 | 37 |
BNP Paribas Asset Management Holding S.A. | 37 | 37 | 0.01% | 0.17% | 0.49% | Q3 2014 | Q3 2023 | 37 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 30 | 7 | 0.16% | 1.12% | 2.54% | Q2 2013 | Q3 2023 | 37 |
ASSETMARK, INC | 34 | 3 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 37 |
PALISADE CAPITAL MANAGEMENT, LP | 26 | 1 | 0.01% | 0.04% | 0.37% | Q1 2014 | Q3 2023 | 37 |
CENTRAL TRUST Co | 36 | 1 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2023 | 37 |
Employees Retirement System of Texas | 21 | 16 | 0.03% | 0.21% | 0.50% | Q2 2013 | Q3 2023 | 37 |
EAGLE GLOBAL ADVISORS LLC | 36 | 36 | 0.02% | 0.16% | 0.42% | Q4 2014 | Q3 2023 | 36 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.04% | 0.24% | Q3 2015 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 9 | 0.05% | 0.09% | 0.16% | Q3 2014 | Q3 2023 | 36 |
FDx Advisors, Inc. | 19 | 1 | 0.01% | 0.09% | 0.43% | Q1 2014 | Q3 2023 | 36 |
FRED ALGER MANAGEMENT, LLC | 35 | 1 | 0.00% | 0.60% | 1.84% | Q2 2013 | Q2 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.00% | 0.21% | 0.71% | Q4 2014 | Q3 2023 | 36 |
BROWN ADVISORY INC | 36 | 36 | 0.01% | 0.94% | 1.76% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 18 | 2 | 0.00% | 0.24% | 0.54% | Q2 2013 | Q3 2023 | 36 |
Nuveen Asset Management, LLC | 20 | 1 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 36 |
VAN ECK ASSOCIATES CORP | 36 | 36 | 0.06% | 0.32% | 0.70% | Q4 2014 | Q3 2023 | 36 |
CIBC WORLD MARKET INC. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 10 | 0.03% | 0.21% | 0.54% | Q3 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.08% | 0.34% | Q4 2014 | Q3 2023 | 36 |
K2 PRINCIPAL FUND, L.P. | 18 | 1 | 0.04% | 0.70% | 2.92% | Q4 2014 | Q4 2020 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 15 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 36 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 5 | 0.09% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 36 |
SANDLER CAPITAL MANAGEMENT | 15 | 1 | 0.03% | 0.58% | 2.29% | Q1 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.00% | 0.13% | 0.22% | Q2 2015 | Q3 2023 | 35 |
Vigilant Capital Management, LLC | 20 | 15 | 0.00% | 1.74% | 2.20% | Q3 2014 | Q2 2023 | 35 |
APPLETON PARTNERS INC/MA | 35 | 35 | 0.06% | 0.45% | 1.05% | Q2 2015 | Q4 2023 | 35 |
Bartlett & Co. LLC | 19 | 16 | 0.00% | 0.13% | 0.96% | Q1 2015 | Q4 2023 | 35 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 5 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 35 |
RAYMOND JAMES TRUST N.A. | 35 | 35 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 35 |
Rafferty Asset Management, LLC | 21 | 1 | 0.04% | 0.50% | 1.37% | Q2 2013 | Q3 2023 | 35 |
Sculptor Capital LP | 8 | 1 | 0.01% | 0.89% | 4.13% | Q1 2015 | Q4 2019 | 35 |
RENAISSANCE GROUP LLC | 35 | 35 | 0.29% | 0.50% | 0.67% | Q1 2015 | Q3 2023 | 35 |
Mirae Asset Global Investments Co., Ltd. | 22 | 13 | 0.01% | 0.19% | 0.58% | Q4 2014 | Q3 2023 | 35 |
REGIONS FINANCIAL CORP | 35 | 35 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Atria Investments, Inc | 35 | 35 | 0.02% | 0.07% | 0.20% | Q1 2015 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 35 | 35 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q1 2023 | 35 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 21 | 14 | 0.06% | 1.18% | 1.51% | Q2 2014 | Q3 2023 | 35 |
Endurance Wealth Management, Inc. | 35 | 35 | 0.01% | 1.30% | 2.45% | Q4 2014 | Q2 2023 | 35 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35 | 35 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.04% | 0.10% | 0.17% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Mitsubishi UFJ Asset Management Co., Ltd. | 32 | 2 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 34 |
STATE OF WISCONSIN INVESTMENT BOARD | 34 | 34 | 0.02% | 0.15% | 0.30% | Q2 2015 | Q3 2023 | 34 |
D.A. DAVIDSON & CO. | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 34 |
FIRST MANHATTAN CO. LLC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
OLD NATIONAL BANCORP /IN/ | 21 | 13 | 0.02% | 0.09% | 0.15% | Q4 2014 | Q3 2023 | 34 |
Stephens Investment Management Group LLC | 22 | 12 | 0.02% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 34 |
HBK Sorce Advisory LLC | 19 | 15 | 0.04% | 0.08% | 0.16% | Q1 2015 | Q3 2023 | 34 |
Meiji Yasuda Asset Management Co Ltd. | 22 | 12 | 0.02% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2021 | 34 |
WHITTIER TRUST CO OF NEVADA INC | 34 | 34 | 0.02% | 0.14% | 0.37% | Q2 2015 | Q3 2023 | 34 |
MARCO INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.60% | 1.20% | 2.20% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
WESTPAC BANKING CORP | 18 | 1 | 0.00% | 0.75% | 3.59% | Q2 2013 | Q3 2023 | 34 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.31% | 2.10% | Q1 2014 | Q3 2023 | 34 |
TRUST CO OF VERMONT | 30 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
KBC Group NV | 32 | 1 | 0.00% | 0.24% | 0.58% | Q2 2015 | Q3 2023 | 33 |
Ameritas Investment Partners, Inc. | 20 | 13 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 33 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.04% | 0.30% | Q4 2013 | Q4 2023 | 33 |
PROFUND ADVISORS LLC | 20 | 13 | 0.03% | 0.14% | 0.36% | Q4 2013 | Q3 2023 | 33 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 19 | 1 | 0.01% | 0.15% | 0.39% | Q2 2013 | Q4 2020 | 33 |
INTRUST BANK NA | 19 | 14 | 0.07% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 33 |
Lipe & Dalton | 19 | 5 | 0.00% | 1.81% | 4.37% | Q2 2013 | Q4 2021 | 33 |
GABELLI FUNDS LLC | 13 | 2 | 0.00% | 0.08% | 0.40% | Q2 2014 | Q3 2023 | 33 |
Smith, Salley & Associates | 21 | 12 | 0.29% | 1.24% | 1.64% | Q1 2015 | Q3 2023 | 33 |
ProShare Advisors LLC | 20 | 13 | 0.03% | 0.12% | 0.25% | Q4 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 33 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.31% | 0.63% | 0.91% | Q3 2015 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 22 | 11 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 33 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 32 | 1 | 0.01% | 0.23% | 0.48% | Q1 2014 | Q3 2023 | 33 |
SOMERVILLE KURT F | 22 | 3 | 0.03% | 0.72% | 1.78% | Q4 2012 | Q3 2023 | 33 |
DIMENSIONAL FUND ADVISORS LP | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Sandy Spring Bank | 21 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 32 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 21 | 11 | 0.06% | 0.73% | 1.12% | Q2 2015 | Q3 2023 | 32 |
Freedom Investment Management, Inc. | 22 | 2 | 0.01% | 0.16% | 0.42% | Q2 2014 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 32 |
Advisors Capital Management, LLC | 32 | 32 | 0.01% | 0.48% | 1.10% | Q4 2015 | Q3 2023 | 32 |
CITY HOLDING CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 32 |
GAMCO INVESTORS, INC. ET AL | 25 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2022 | 32 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 32 | 32 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Pentwater Capital Management LP | 21 | 6 | 0.01% | 3.28% | 14.15% | Q3 2016 | Q3 2023 | 32 |
State of New Jersey Common Pension Fund D | 32 | 32 | 0.01% | 0.11% | 0.39% | Q4 2015 | Q3 2023 | 32 |
VOYA INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.00% | 0.18% | 0.57% | Q4 2015 | Q3 2023 | 32 |
HARTFORD INVESTMENT MANAGEMENT CO | 32 | 32 | 0.01% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Consolidated Investment Group LLC | 32 | 32 | 0.43% | 1.22% | 3.50% | Q4 2015 | Q3 2023 | 32 |
PITCAIRN CO | 19 | 1 | 0.07% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 32 |
COLONY GROUP LLC | 27 | 5 | 0.01% | 0.22% | 0.57% | Q4 2014 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.11% | 0.16% | 0.32% | Q4 2015 | Q3 2023 | 32 |
SHELTON CAPITAL MANAGEMENT | 20 | 12 | 0.05% | 0.16% | 0.34% | Q1 2014 | Q3 2023 | 32 |
PRUDENTIAL FINANCIAL INC | 32 | 32 | 0.00% | 0.05% | 0.19% | Q4 2015 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
BURNEY CO/ | 31 | 31 | 0.04% | 0.13% | 0.42% | Q1 2016 | Q3 2023 | 31 |
CHARTWELL INVESTMENT PARTNERS, LLC | 21 | 10 | 0.04% | 0.32% | 1.06% | Q2 2014 | Q3 2023 | 31 |
Kistler-Tiffany Companies, LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q2 2023 | 31 |
TODD ASSET MANAGEMENT LLC | 19 | 12 | 0.10% | 0.71% | 0.99% | Q2 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 31 |
COWEN INC. | 12 | 4 | 0.00% | 5.12% | 59.12% | Q1 2015 | Q2 2019 | 31 |
COMMERCE BANK | 20 | 4 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 31 |
BOOTHBAY FUND MANAGEMENT, LLC | 23 | 1 | 0.01% | 0.31% | 1.48% | Q1 2016 | Q3 2023 | 31 |
ClearBridge Investments | 17 | 14 | 0.00% | 0.12% | 0.67% | Q1 2014 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 16 | 1 | 0.01% | 0.80% | 2.01% | Q2 2013 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 21 | 10 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q3 2023 | 31 |
Saturna Capital CORP | 28 | 3 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 31 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 21 | 10 | 0.55% | 1.53% | 4.49% | Q1 2014 | Q3 2023 | 31 |
Mengis Capital Management, Inc. | 21 | 1 | 0.28% | 0.85% | 2.24% | Q4 2014 | Q3 2023 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
APG Asset Management N.V. | 22 | 8 | 0.01% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 30 |
Covington Capital Management | 18 | 12 | 0.00% | 0.12% | 0.39% | Q1 2015 | Q3 2022 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.53% | 1.95% | Q3 2014 | Q4 2021 | 30 |
GOFEN & GLOSSBERG LLC /IL/ | 30 | 30 | 0.02% | 0.23% | 0.70% | Q3 2015 | Q4 2022 | 30 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.03% | 0.12% | 0.23% | Q2 2016 | Q3 2023 | 30 |
VICTORY CAPITAL MANAGEMENT INC | 20 | 2 | 0.00% | 0.05% | 0.34% | Q4 2014 | Q3 2023 | 30 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 30 | 30 | 1.35% | 2.07% | 3.68% | Q2 2016 | Q3 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.09% | 0.43% | Q4 2015 | Q3 2023 | 30 |
SECURITY NATIONAL TRUST CO | 30 | 30 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 30 |
Artisan Partners Limited Partnership | 21 | 7 | 0.08% | 0.82% | 2.33% | Q1 2015 | Q3 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 29 |
BANK OF NOVA SCOTIA | 18 | 11 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 29 |
MACKENZIE FINANCIAL CORP | 16 | 3 | 0.00% | 0.05% | 0.26% | Q3 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 1.36% | 2.25% | 3.42% | Q4 2013 | Q4 2020 | 29 |
BRAUN STACEY ASSOCIATES INC | 19 | 10 | 0.06% | 0.83% | 1.38% | Q2 2013 | Q1 2022 | 29 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29 | 29 | 0.01% | 0.31% | 0.65% | Q4 2013 | Q4 2020 | 29 |
THOMPSON SIEGEL & WALMSLEY LLC | 21 | 8 | 0.00% | 1.23% | 2.08% | Q2 2016 | Q3 2023 | 29 |
TOWER BRIDGE ADVISORS | 21 | 8 | 0.05% | 0.22% | 0.44% | Q1 2016 | Q3 2023 | 29 |
HOWE & RUSLING INC | 17 | 2 | 0.00% | 0.29% | 1.85% | Q3 2014 | Q3 2022 | 29 |
BAILARD, INC. | 17 | 1 | 0.04% | 0.36% | 1.22% | Q4 2015 | Q3 2023 | 29 |
FIRST AMERICAN TRUST, FSB | 20 | 9 | 0.44% | 0.81% | 1.29% | Q4 2015 | Q3 2023 | 29 |
Cutter & CO Brokerage, Inc. | 29 | 29 | 0.08% | 0.12% | 0.18% | Q3 2016 | Q3 2023 | 29 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 1 | 0.02% | 1.82% | 19.29% | Q2 2013 | Q3 2018 | 29 |
Martin Investment Management, LLC | 16 | 13 | 0.13% | 1.72% | 7.13% | Q4 2013 | Q3 2023 | 29 |
RFG Advisory, LLC | 19 | 1 | 0.03% | 0.15% | 1.40% | Q4 2014 | Q3 2023 | 28 |
Laird Norton Wetherby Wealth Management, LLC | 16 | 12 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
Cambridge Advisors Inc. | 24 | 4 | 0.18% | 0.32% | 0.61% | Q1 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.10% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Compagnie Lombard Odier SCmA | 24 | 4 | 0.01% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 28 |
NEVILLE RODIE & SHAW INC | 15 | 13 | 0.05% | 0.69% | 1.61% | Q1 2015 | Q4 2023 | 28 |
American Money Management, LLC | 28 | 28 | 0.70% | 0.96% | 1.30% | Q4 2016 | Q3 2023 | 28 |
Ninety One UK Ltd | 14 | 14 | 0.05% | 0.95% | 1.72% | Q2 2013 | Q1 2023 | 28 |
AQR Capital Management | 13 | 1 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q3 2023 | 28 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.01% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Baldwin Investment Management, LLC | 28 | 28 | 0.10% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.00% | 0.39% | 0.65% | Q4 2016 | Q3 2023 | 28 |
Centiva Capital, LP | 11 | 1 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 18 | 10 | 0.00% | 0.24% | 1.40% | Q2 2013 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.11% | 0.24% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.09% | 0.13% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Sather Financial Group Inc | 28 | 28 | 2.41% | 3.92% | 5.40% | Q4 2016 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.11% | 0.21% | 0.37% | Q4 2016 | Q3 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 2 | 0.00% | 0.23% | 0.42% | Q1 2015 | Q3 2023 | 28 |
Cannell & Co. | 22 | 5 | 0.01% | 0.45% | 2.58% | Q4 2014 | Q3 2023 | 27 |
Veritable, L.P. | 11 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 27 |
State of Tennessee, Treasury Department | 12 | 2 | 0.04% | 0.18% | 0.55% | Q4 2014 | Q3 2023 | 27 |
VALLEY NATIONAL ADVISERS INC | 23 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Patten Group, Inc. | 15 | 12 | 0.01% | 0.06% | 0.19% | Q2 2015 | Q3 2023 | 27 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 12 | 1 | 0.00% | 0.19% | 0.51% | Q2 2013 | Q3 2023 | 27 |
Lombard Odier Asset Management (USA) Corp | 12 | 1 | 0.04% | 0.59% | 1.66% | Q2 2013 | Q4 2018 | 27 |
Morse Asset Management, Inc | 27 | 27 | 0.84% | 2.48% | 4.26% | Q1 2017 | Q3 2023 | 27 |
SCOUT INVESTMENTS, INC. | 16 | 11 | 0.00% | 0.24% | 0.81% | Q1 2014 | Q3 2022 | 27 |
JFS WEALTH ADVISORS, LLC | 21 | 6 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 27 |
STRS OHIO | 27 | 27 | 0.04% | 0.23% | 0.47% | Q3 2015 | Q1 2022 | 27 |
Harbour Capital Advisors, LLC | 12 | 1 | 0.01% | 0.33% | 0.69% | Q1 2015 | Q4 2023 | 27 |
Palouse Capital Management, Inc. | 21 | 6 | 0.59% | 1.00% | 1.76% | Q3 2016 | Q3 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 2 | 0.00% | 0.14% | 0.82% | Q4 2016 | Q3 2023 | 27 |
CIBC Private Wealth Group, LLC | 18 | 1 | 0.00% | 0.08% | 0.15% | Q1 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Man Group plc | 23 | 23 | 0.01% | 0.20% | 0.79% | Q1 2018 | Q3 2023 | 26 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.13% | 0.54% | Q3 2013 | Q3 2023 | 26 |
Aperio Group, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q4 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2019 | 26 |
Soroban Capital Partners LP | 19 | 7 | 0.68% | 4.81% | 10.02% | Q2 2013 | Q4 2019 | 26 |
Voya Financial Advisors, Inc. | 21 | 2 | 0.01% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2023 | 26 |
York Capital Management Global Advisors, LLC | 22 | 22 | 0.21% | 5.00% | 19.00% | Q3 2013 | Q4 2018 | 26 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 6 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2022 | 26 |
Utah Retirement Systems | 26 | 26 | 0.07% | 0.11% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Engineers Gate Manager LP | 12 | 1 | 0.02% | 0.15% | 0.44% | Q4 2014 | Q3 2023 | 26 |
GARDNER LEWIS ASSET MANAGEMENT L P | 26 | 26 | 0.17% | 1.82% | 7.88% | Q2 2017 | Q3 2023 | 26 |
Ancora Advisors LLC | 16 | 10 | 0.00% | 0.06% | 0.26% | Q2 2016 | Q3 2023 | 26 |
Analyst IMS Investment Management Services Ltd. | 16 | 2 | 0.05% | 0.10% | 0.16% | Q3 2016 | Q3 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 12 | 1 | 0.02% | 0.11% | 0.38% | Q3 2013 | Q1 2023 | 26 |
Brown Advisory Securities, LLC | 14 | 12 | 0.06% | 0.14% | 0.34% | Q1 2015 | Q1 2022 | 26 |
Rehmann Capital Advisory Group | 19 | 3 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 26 |
abrdn plc | 25 | 25 | 0.06% | 0.18% | 0.59% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Weiss Multi-Strategy Advisers LLC | 15 | 1 | 0.04% | 0.26% | 0.85% | Q2 2013 | Q3 2022 | 25 |
BB&T SECURITIES, LLC | 20 | 5 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2019 | 25 |
Sunbelt Securities, Inc. | 25 | 25 | 0.02% | 0.23% | 0.71% | Q3 2017 | Q3 2023 | 25 |
Capital Analysts, LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 25 |
MCF Advisors LLC | 9 | 7 | 0.00% | 0.07% | 1.32% | Q2 2015 | Q3 2023 | 25 |
Estabrook Capital Management | 22 | 3 | 0.00% | 0.44% | 0.73% | Q4 2016 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.01% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 25 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 1 | 0.03% | 0.25% | 1.50% | Q1 2015 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 5 | 0.00% | 0.39% | 2.31% | Q2 2014 | Q3 2023 | 25 |
CIBC WORLD MARKETS CORP | 17 | 1 | 0.01% | 0.05% | 0.21% | Q2 2015 | Q3 2023 | 25 |
Alexandria Capital, LLC | 25 | 25 | 0.07% | 0.16% | 0.94% | Q2 2013 | Q2 2019 | 25 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.05% | 0.58% | 5.72% | Q2 2013 | Q3 2023 | 25 |
FRANKLIN STREET ADVISORS INC /NC | 14 | 1 | 0.18% | 0.77% | 1.23% | Q3 2014 | Q3 2023 | 25 |
BLUESTEIN R H & CO LLC | 16 | 9 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q3 2022 | 25 |
OAK ASSOCIATES LTD /OH/ | 19 | 6 | 0.11% | 1.34% | 3.15% | Q3 2014 | Q3 2023 | 25 |
Buffington Mohr McNeal | 25 | 25 | 0.14% | 0.25% | 0.38% | Q3 2017 | Q3 2023 | 25 |
NISA INVESTMENT ADVISORS, LLC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Soros Fund Management | 9 | 1 | 0.04% | 0.49% | 3.36% | Q2 2013 | Q2 2021 | 25 |
QS Investors, LLC | 23 | 2 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q2 2021 | 25 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 22 | 2 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q1 2019 | 24 |
FineMark National Bank & Trust | 21 | 1 | 0.00% | 0.23% | 0.69% | Q2 2013 | Q3 2023 | 24 |
HIGHLAND CAPITAL MANAGEMENT LP | 22 | 2 | 0.09% | 0.42% | 0.82% | Q2 2013 | Q2 2019 | 24 |
DUPONT CAPITAL MANAGEMENT CORP | 16 | 8 | 0.00% | 0.07% | 0.17% | Q4 2016 | Q2 2023 | 24 |
Retirement Systems of Alabama | 13 | 11 | 0.04% | 0.09% | 0.30% | Q2 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 19 | 5 | 0.02% | 0.44% | 0.78% | Q3 2013 | Q4 2019 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.12% | 0.27% | 0.72% | Q4 2017 | Q3 2023 | 24 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 19 | 5 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2019 | 24 |
Fisher Asset Management, LLC | 20 | 4 | 0.05% | 0.11% | 0.31% | Q1 2016 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 21 | 3 | 0.00% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 24 |
ETRADE Capital Management LLC | 16 | 8 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 24 |
GATEWAY INVESTMENT ADVISERS LLC | 24 | 24 | 0.00% | 0.06% | 0.35% | Q4 2017 | Q3 2023 | 24 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.24% | Q4 2017 | Q1 2023 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 10 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2022 | 24 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.02% | 0.19% | 1.39% | Q1 2016 | Q3 2023 | 24 |
Renaissance Technologies | 8 | 1 | 0.01% | 0.12% | 0.42% | Q3 2014 | Q2 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ARGA Investment Management, LP | 21 | 3 | 0.04% | 4.31% | 14.20% | Q3 2016 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q1 2019 | 24 |
Hansberger Growth Investors, LP | 24 | 24 | 4.86% | 8.31% | 11.17% | Q4 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Baystate Wealth Management LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
S. MUOIO & CO. LLC | 24 | 24 | 0.44% | 1.54% | 5.58% | Q4 2016 | Q3 2022 | 24 |
Boston Partners | 19 | 5 | 0.01% | 0.58% | 1.00% | Q4 2014 | Q3 2023 | 24 |
Point72 Asset Management, L.P. | 11 | 1 | 0.00% | 0.45% | 1.57% | Q2 2014 | Q2 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 19 | 4 | 0.04% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 18 | 1 | 0.03% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 23 |
Hodges Capital Management Inc. | 16 | 7 | 0.03% | 0.25% | 0.71% | Q1 2015 | Q2 2022 | 23 |
Fiduciary Trust Co International of Pennsylvania | 23 | 23 | 0.03% | 0.34% | 1.14% | Q3 2014 | Q1 2020 | 23 |
Mendel Money Management | 14 | 1 | 2.13% | 2.94% | 4.09% | Q3 2014 | Q3 2023 | 23 |
Zweig-DiMenna Associates LLC | 7 | 1 | 0.12% | 0.73% | 1.63% | Q2 2014 | Q4 2021 | 23 |
LORD, ABBETT & CO. LLC | 13 | 10 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2022 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.05% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
PRIVATE ASSET MANAGEMENT INC | 22 | 1 | 0.06% | 0.38% | 0.54% | Q4 2016 | Q3 2023 | 23 |
MILLER VALUE PARTNERS, LLC | 14 | 9 | 0.80% | 2.31% | 3.36% | Q2 2013 | Q3 2020 | 23 |
World Asset Management Inc | 18 | 5 | 0.01% | 0.03% | 0.13% | Q4 2015 | Q3 2021 | 23 |
SYNOVUS FINANCIAL CORP | 13 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 23 |
MAI Capital Management | 11 | 3 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 23 |
Polar Asset Management Partners Inc. | 5 | 1 | 0.00% | 0.23% | 0.54% | Q2 2013 | Q3 2022 | 23 |
Andra AP-fonden | 12 | 1 | 0.01% | 0.20% | 0.90% | Q1 2016 | Q3 2023 | 23 |
BP PLC | 21 | 1 | 0.05% | 0.11% | 0.14% | Q2 2014 | Q2 2021 | 23 |
Sutton Wealth Advisors Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 23 |
Redmond Asset Management, LLC | 21 | 2 | 0.19% | 0.96% | 1.19% | Q1 2014 | Q3 2023 | 23 |
Greylin Investment Management, Inc | 20 | 3 | 0.08% | 2.07% | 4.92% | Q1 2017 | Q3 2023 | 23 |
EQUITEC PROPRIETARY MARKETS, LLC | 7 | 1 | 0.01% | 5.46% | 24.88% | Q4 2016 | Q4 2021 | 23 |
B. Riley Wealth Advisors, Inc. | 13 | 3 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 23 |
Nikko Asset Management Americas, Inc. | 21 | 2 | 0.00% | 0.12% | 0.26% | Q3 2017 | Q3 2023 | 23 |
GAM Holding AG | 14 | 2 | 0.02% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 23 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 1 | 0.06% | 0.48% | 1.33% | Q4 2013 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ALBION FINANCIAL GROUP /UT | 11 | 1 | 0.00% | 1.49% | 5.38% | Q1 2014 | Q3 2023 | 22 |
Quantbot Technologies LP | 4 | 1 | 0.03% | 0.26% | 1.00% | Q3 2013 | Q3 2022 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 4 | 0.02% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 22 |
ICONIQ Capital, LLC | 22 | 22 | 0.02% | 0.09% | 0.19% | Q2 2018 | Q3 2023 | 22 |
WealthTrust-Arizona, LLC | 15 | 7 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q4 2018 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Broderick Brian C | 22 | 22 | 0.50% | 1.18% | 1.64% | Q4 2012 | Q1 2018 | 22 |
Seelaus Asset Management LLC | 20 | 2 | 0.18% | 0.36% | 0.59% | Q4 2017 | Q3 2023 | 22 |
PUZO MICHAEL J | 22 | 22 | 0.08% | 0.67% | 1.07% | Q4 2012 | Q1 2018 | 22 |
PITTENGER & ANDERSON INC | 15 | 1 | 0.00% | 0.09% | 0.20% | Q3 2015 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 14 | 1 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q2 2023 | 22 |
ICON ADVISERS INC/CO | 16 | 1 | 0.03% | 0.64% | 1.53% | Q2 2015 | Q1 2022 | 22 |
Narwhal Capital Management | 11 | 4 | 0.08% | 0.36% | 0.93% | Q2 2016 | Q3 2023 | 22 |
Front Row Advisors LLC | 21 | 1 | 0.00% | 0.04% | 0.64% | Q4 2017 | Q3 2023 | 22 |
Meiji Yasuda Life Insurance Co | 10 | 2 | 0.00% | 0.09% | 0.20% | Q4 2014 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 4 | 0.00% | 0.04% | 0.14% | Q3 2015 | Q1 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 19 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 22 |
PRINCETON CAPITAL MANAGEMENT LLC | 22 | 22 | 0.06% | 1.37% | 2.18% | Q2 2018 | Q3 2023 | 22 |
JACOBS & CO/CA | 22 | 22 | 0.04% | 0.42% | 0.63% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.07% | 0.23% | Q3 2011 | Q3 2023 | 22 |
FNY Investment Advisers, LLC | 11 | 1 | 0.00% | 0.52% | 7.33% | Q2 2018 | Q3 2022 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 21 | 1 | 0.14% | 0.22% | 0.43% | Q4 2017 | Q3 2023 | 22 |
WADDELL & REED FINANCIAL INC | 14 | 8 | 0.04% | 0.50% | 1.58% | Q4 2013 | Q1 2021 | 22 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
Clearstead Advisors, LLC | 21 | 1 | 0.01% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 22 |
Hilltop Holdings Inc. | 14 | 1 | 0.03% | 0.13% | 0.25% | Q1 2014 | Q3 2023 | 22 |
Quantitative Investment Management, LLC | 6 | 1 | 0.03% | 0.26% | 0.60% | Q4 2014 | Q3 2023 | 21 |
Aries Wealth Management | 7 | 4 | 0.13% | 0.18% | 0.28% | Q4 2017 | Q3 2023 | 21 |
Hemenway Trust Co LLC | 21 | 21 | 0.06% | 1.10% | 1.69% | Q1 2013 | Q1 2018 | 21 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q4 2022 | 21 |
American Trust Investment Advisors, LLC | 21 | 21 | 0.91% | 2.38% | 3.86% | Q3 2018 | Q3 2023 | 21 |
Proxima Capital Management, LLC | 9 | 5 | 1.48% | 4.80% | 10.62% | Q2 2013 | Q3 2020 | 21 |
Alpha Cubed Investments, LLC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Lumina Fund Management LLC | 21 | 21 | 0.33% | 0.67% | 1.09% | Q3 2018 | Q3 2023 | 21 |
Providence Capital Advisors, LLC | 21 | 21 | 1.00% | 1.47% | 1.99% | Q3 2018 | Q3 2023 | 21 |
Semper Augustus Investments Group | 21 | 21 | 1.18% | 2.28% | 3.57% | Q3 2018 | Q3 2023 | 21 |
W.G. Shaheen & Associates DBA Whitney & Co | 10 | 2 | 0.24% | 0.84% | 2.44% | Q3 2015 | Q4 2022 | 21 |
Kidder Stephen W | 20 | 1 | 0.35% | 0.78% | 1.03% | Q4 2012 | Q1 2018 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 21 |
PineBridge Investments, L.P. | 16 | 5 | 0.05% | 0.19% | 0.36% | Q2 2013 | Q2 2021 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.20% | 0.56% | Q4 2015 | Q1 2023 | 21 |
Sessa Capital IM, L.P. | 21 | 21 | 0.32% | 3.82% | 7.66% | Q3 2018 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 14 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
SouthState Corp | 11 | 10 | 0.00% | 0.09% | 0.21% | Q3 2015 | Q2 2023 | 21 |
Smithfield Trust Co | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.24% | Q3 2018 | Q3 2023 | 21 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 2 | 0.03% | 0.23% | 1.46% | Q2 2016 | Q3 2023 | 21 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.00% | 0.13% | 1.12% | Q2 2018 | Q3 2023 | 21 |
FNY Managed Accounts LLC | 10 | 3 | 0.00% | 1.11% | 11.92% | Q4 2014 | Q1 2018 | 21 |
Penserra Capital Management LLC | 21 | 21 | 0.00% | 0.67% | 1.26% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 8 | 5 | 0.00% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 21 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.15% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CASTLEARK MANAGEMENT LLC | 19 | 1 | 0.01% | 1.06% | 2.86% | Q3 2013 | Q3 2018 | 20 |
SOUND SHORE MANAGEMENT INC /CT/ | 20 | 20 | 2.04% | 2.93% | 3.88% | Q4 2018 | Q3 2023 | 20 |
TCW GROUP INC | 9 | 5 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 20 |
BARINGS LLC | 14 | 6 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2022 | 20 |
KLINGENSTEIN FIELDS & CO LP | 20 | 20 | 0.36% | 1.41% | 1.77% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 13 | 2 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 20 |
WILLIAMS JONES & ASSOCIATES LLC | 20 | 20 | 0.04% | 0.86% | 2.17% | Q3 2014 | Q2 2019 | 20 |
BREMER TRUST NATIONAL ASSOCIATION | 19 | 1 | 0.02% | 0.16% | 0.30% | Q4 2013 | Q4 2018 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.03% | 0.62% | 1.08% | Q4 2018 | Q3 2023 | 20 |
AGF INVESTMENTS INC. | 14 | 6 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q4 2021 | 20 |
Catalyst Capital Advisors LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 20 |
GREENLEAF TRUST | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 20 |
TORONTO DOMINION BANK | 19 | 1 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 20 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 20 | 20 | 0.09% | 0.34% | 0.55% | Q2 2014 | Q1 2019 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.11% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.12% | 0.37% | Q1 2018 | Q3 2023 | 20 |
Nan Shan Life Insurance Co., Ltd. | 13 | 1 | 0.06% | 1.06% | 2.35% | Q4 2014 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Trexquant Investment LP | 5 | 1 | 0.03% | 0.29% | 0.67% | Q2 2015 | Q1 2023 | 20 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q4 2021 | 20 |
TIG Advisors, LLC | 9 | 1 | 0.04% | 5.99% | 14.24% | Q3 2015 | Q1 2019 | 20 |
CARLSON CAPITAL L P | 19 | 1 | 0.02% | 1.47% | 5.28% | Q3 2015 | Q4 2020 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Elo Mutual Pension Insurance Co | 12 | 8 | 0.10% | 0.19% | 0.40% | Q1 2018 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 20 |
Burt Wealth Advisors | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 20 |
Treasurer of the State of North Carolina | 10 | 10 | 0.00% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 20 |
Dynamic Technology Lab Private Ltd | 7 | 1 | 0.02% | 0.19% | 0.49% | Q1 2013 | Q1 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.04% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 20 |
RHUMBLINE ADVISERS | 11 | 1 | 0.00% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 20 |
IBM Retirement Fund | 8 | 2 | 0.02% | 0.11% | 0.22% | Q4 2015 | Q1 2022 | 20 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 20 |
Balentine LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
CIGNA INVESTMENTS INC /NEW | 15 | 5 | 0.03% | 0.08% | 0.24% | Q4 2016 | Q1 2022 | 20 |
Vantage Investment Partners, LLC | 20 | 20 | 0.13% | 1.07% | 3.77% | Q4 2018 | Q3 2023 | 20 |
Act Two Investors LLC | 20 | 20 | 0.18% | 6.46% | 9.40% | Q4 2018 | Q3 2023 | 20 |
Robeco Institutional Asset Management B.V. | 14 | 5 | 0.07% | 0.25% | 0.69% | Q3 2014 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 15 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2019 | 19 |
COHEN & STEERS, INC. | 13 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 19 |
OXFORD ASSET MANAGEMENT LLP | 8 | 4 | 0.01% | 1.22% | 5.91% | Q2 2013 | Q4 2019 | 19 |
First National Bank of South Miami | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 4.22% | 13.53% | Q2 2013 | Q2 2023 | 19 |
Fieldpoint Private Securities, LLC | 10 | 9 | 0.03% | 0.09% | 0.16% | Q3 2017 | Q2 2022 | 19 |
Crossmark Global Holdings, Inc. | 11 | 1 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 19 |
Gibraltar Capital Management, Inc. | 19 | 19 | 2.92% | 4.19% | 5.14% | Q1 2019 | Q3 2023 | 19 |
USCA RIA LLC | 7 | 1 | 0.02% | 0.06% | 0.16% | Q2 2014 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Gotham Asset Management, LLC | 19 | 19 | 0.01% | 0.16% | 0.48% | Q1 2019 | Q3 2023 | 19 |
Perella Weinberg Partners Capital Management LP | 11 | 1 | 0.11% | 0.87% | 1.74% | Q4 2013 | Q2 2019 | 19 |
ALLSTATE CORP | 17 | 2 | 0.01% | 0.06% | 0.26% | Q1 2014 | Q4 2022 | 19 |
Quantitative Systematic Strategies LLC | 9 | 1 | 0.04% | 0.26% | 0.52% | Q2 2014 | Q1 2021 | 19 |
Sterling Capital Management LLC | 19 | 19 | 0.01% | 0.22% | 0.89% | Q1 2015 | Q3 2019 | 19 |
Allworth Financial LP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
Grove Bank & Trust | 10 | 4 | 0.00% | 0.09% | 0.21% | Q4 2015 | Q3 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 16 | 3 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 19 |
AMALGAMATED BANK | 11 | 8 | 0.02% | 0.09% | 0.13% | Q2 2017 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 12 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q4 2023 | 19 |
Oribel Capital Management, LP | 8 | 1 | 0.10% | 1.37% | 3.69% | Q4 2016 | Q3 2023 | 19 |
J. Goldman & Co LP | 6 | 1 | 0.12% | 0.80% | 2.15% | Q1 2014 | Q4 2022 | 19 |
Assenagon Asset Management S.A. | 12 | 7 | 0.00% | 0.10% | 0.71% | Q4 2018 | Q3 2023 | 19 |
Qtron Investments LLC | 19 | 19 | 0.13% | 0.24% | 0.50% | Q1 2019 | Q3 2023 | 19 |
JENNISON ASSOCIATES LLC | 9 | 2 | 0.00% | 0.36% | 1.08% | Q1 2015 | Q3 2023 | 19 |
KCS Wealth Advisory | 17 | 2 | 0.24% | 0.69% | 1.11% | Q4 2017 | Q4 2022 | 19 |
Chesley Taft & Associates LLC | 15 | 4 | 0.01% | 0.51% | 1.44% | Q2 2014 | Q4 2021 | 19 |
Harvest Fund Management Co., Ltd | 19 | 19 | 0.01% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
1832 Asset Management L.P. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 14 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 18 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 18 |
Robeco Schweiz AG | 18 | 18 | 1.24% | 2.33% | 4.78% | Q2 2019 | Q3 2023 | 18 |
Transform Wealth, LLC | 18 | 18 | 0.55% | 0.68% | 0.90% | Q2 2019 | Q3 2023 | 18 |
PHILADELPHIA TRUST CO | 18 | 18 | 0.03% | 0.95% | 2.12% | Q2 2016 | Q3 2020 | 18 |
Global Trust Asset Management, LLC | 18 | 18 | 0.01% | 0.05% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2021 | 18 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2020 | 18 |
Achmea Investment Management B.V. | 7 | 1 | 0.01% | 0.09% | 0.28% | Q1 2017 | Q3 2023 | 18 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 10 | 8 | 0.04% | 2.86% | 7.72% | Q4 2016 | Q3 2023 | 18 |
State of Alaska, Department of Revenue | 11 | 7 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.12% | 0.69% | Q2 2015 | Q1 2023 | 18 |
SCOTIA CAPITAL INC. | 11 | 2 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 14 | 4 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
BOSTON ADVISORS LLC | 14 | 4 | 0.01% | 0.18% | 0.36% | Q3 2013 | Q3 2019 | 18 |
Wealthcare Advisory Partners LLC | 11 | 7 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Foster Victor Wealth Advisors, LLC | 18 | 18 | 0.61% | 1.23% | 1.54% | Q2 2019 | Q3 2023 | 18 |
STOCK YARDS BANK & TRUST CO | 11 | 7 | 0.02% | 0.57% | 1.05% | Q3 2015 | Q3 2023 | 18 |
HOMESTEAD ADVISERS CORP | 18 | 18 | 0.67% | 1.77% | 2.63% | Q2 2019 | Q3 2023 | 18 |
Page Arthur B | 18 | 18 | 0.30% | 0.96% | 1.34% | Q4 2013 | Q1 2018 | 18 |
LS Investment Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 18 |
Prospera Financial Services Inc | 14 | 4 | 0.00% | 0.10% | 0.31% | Q1 2019 | Q3 2023 | 18 |
Cornerstone Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 18 |
GRIFFIN ASSET MANAGEMENT, INC. | 18 | 18 | 0.03% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
YorkBridge Wealth Partners, LLC | 11 | 7 | 0.02% | 0.05% | 0.12% | Q4 2016 | Q3 2022 | 18 |
FORSTA AP-FONDEN | 15 | 1 | 0.09% | 0.14% | 0.20% | Q2 2017 | Q3 2023 | 18 |
Calamos Advisors LLC | 8 | 2 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 18 |
Krane Funds Advisors LLC | 18 | 18 | 0.02% | 0.12% | 0.58% | Q1 2018 | Q2 2022 | 18 |
Checchi Capital Advisers, LLC | 13 | 2 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Trust Investment Advisors | 18 | 18 | 1.06% | 1.30% | 1.57% | Q2 2019 | Q3 2023 | 18 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.00% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 18 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 11 | 7 | 0.04% | 0.28% | 0.93% | Q3 2018 | Q3 2023 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.02% | 0.19% | 0.73% | Q3 2012 | Q1 2021 | 18 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 14 | 4 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.05% | 0.10% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Westover Capital Advisors, LLC | 10 | 1 | 0.12% | 0.25% | 0.51% | Q3 2014 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 8 | 1 | 0.02% | 0.08% | 0.56% | Q4 2014 | Q2 2020 | 18 |
TURNER INVESTMENTS LLC | 18 | 18 | 0.17% | 1.25% | 2.05% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.04% | 0.38% | 0.70% | Q2 2019 | Q3 2023 | 18 |
LOOMIS SAYLES & CO L P | 15 | 1 | 0.00% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 18 |
FIDUCIARY TRUST CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Cardinal Capital Management | 18 | 18 | 0.22% | 0.32% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Melqart Asset Management (UK) Ltd | 17 | 17 | 1.24% | 8.46% | 23.15% | Q4 2017 | Q4 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Lenox Wealth Management, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
WASHINGTON TRUST BANK | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 17 |
THAMES CAPITAL MANAGEMENT LLC | 14 | 1 | 1.94% | 3.14% | 5.76% | Q1 2019 | Q3 2023 | 17 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.38% | 0.84% | Q4 2013 | Q1 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2022 | 17 |
Mount Yale Investment Advisors, LLC | 9 | 2 | 0.00% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 17 |
Telos Capital Management, Inc. | 17 | 17 | 0.10% | 0.71% | 1.49% | Q3 2019 | Q3 2023 | 17 |
HoyleCohen, LLC | 17 | 17 | 0.04% | 0.30% | 0.45% | Q3 2019 | Q3 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 8 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2020 | 17 |
Stellar Capital Management, LLC | 15 | 2 | 1.03% | 1.35% | 1.54% | Q1 2016 | Q2 2020 | 17 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8 | 3 | 0.51% | 1.15% | 1.50% | Q3 2013 | Q1 2018 | 17 |
OppenheimerFunds, Inc. | 15 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2017 | 17 |
Tarbox Family Office, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 17 |
Point72 Hong Kong Ltd | 4 | 1 | 0.01% | 0.32% | 1.66% | Q4 2015 | Q3 2022 | 17 |
FIRST FINANCIAL CORP /IN/ | 14 | 3 | 0.00% | 0.08% | 0.40% | Q3 2015 | Q1 2023 | 17 |
RNC CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 12 | 2 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 17 |
Mariner, LLC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
Pendal Group Ltd | 14 | 3 | 0.00% | 0.78% | 5.04% | Q2 2017 | Q4 2022 | 17 |
NF Trinity Capital (Hong Kong) Ltd | 14 | 14 | 0.02% | 1.46% | 3.84% | Q4 2015 | Q1 2019 | 17 |
ClariVest Asset Management LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 17 |
Ninety One North America, Inc. | 9 | 8 | 0.47% | 1.63% | 3.98% | Q4 2014 | Q4 2021 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.29% | 1.72% | Q2 2016 | Q3 2020 | 17 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
XR Securities LLC | 6 | 1 | 0.00% | 0.14% | 0.98% | Q2 2018 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.05% | 0.22% | Q2 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 10 | 7 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 4 | 0.00% | 1.10% | 2.47% | Q2 2014 | Q2 2019 | 16 |
FCA CORP /TX | 14 | 2 | 0.46% | 0.68% | 0.86% | Q3 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 14 | 2 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
CHILTON CAPITAL MANAGEMENT LLC | 13 | 3 | 0.02% | 0.56% | 1.33% | Q1 2016 | Q3 2023 | 16 |
PREMIER ASSET MANAGEMENT LLC | 10 | 6 | 0.47% | 2.44% | 3.68% | Q3 2015 | Q4 2019 | 16 |
IHT Wealth Management, LLC | 6 | 5 | 0.01% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.14% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
DARUMA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.18% | 0.23% | 0.30% | Q2 2013 | Q1 2017 | 16 |
Twin Securities, Inc. | 9 | 9 | 0.44% | 7.48% | 32.72% | Q3 2016 | Q3 2018 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.12% | 0.27% | 0.34% | Q4 2019 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2019 | 16 |
Tortoise Investment Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 16 |
Hardman Johnston Global Advisors LLC | 16 | 16 | 2.98% | 8.32% | 11.18% | Q1 2014 | Q4 2017 | 16 |
Independent Portfolio Consultants, Inc. | 16 | 16 | 0.12% | 0.26% | 0.66% | Q3 2013 | Q2 2017 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 16 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.12% | 0.50% | Q3 2013 | Q2 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Andesa Financial Management Inc. | 12 | 4 | 0.12% | 0.18% | 0.27% | Q1 2019 | Q1 2023 | 16 |
CONNING INC. | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 10 | 1 | 0.00% | 0.13% | 0.78% | Q4 2015 | Q1 2022 | 16 |
CQS Cayman LP | 16 | 16 | 0.02% | 0.47% | 1.76% | Q1 2015 | Q4 2018 | 16 |
PERKINS CAPITAL MANAGEMENT INC | 13 | 3 | 0.24% | 0.35% | 0.49% | Q3 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Axiom Investment Management LLC | 11 | 5 | 0.04% | 0.42% | 0.91% | Q4 2018 | Q4 2022 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Perkins Coie Trust Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 16 |
Avitas Wealth Management LLC | 14 | 2 | 0.37% | 0.62% | 0.90% | Q2 2018 | Q3 2023 | 16 |
KCM INVESTMENT ADVISORS LLC | 12 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.16% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 9 | 7 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2020 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 8 | 8 | 0.01% | 0.13% | 0.32% | Q1 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.30% | 0.44% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.10% | 0.37% | Q1 2016 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Midwest Professional Planners, LTD. | 10 | 3 | 0.05% | 0.26% | 0.63% | Q4 2017 | Q3 2023 | 16 |
Roystone Capital Management LP | 9 | 2 | 2.48% | 4.69% | 6.26% | Q4 2013 | Q4 2018 | 16 |
CAPITAL ADVISORS INC/OK | 16 | 16 | 0.50% | 0.72% | 1.12% | Q4 2019 | Q3 2023 | 16 |
GRATRY & Co LLC | 16 | 16 | 2.77% | 4.01% | 5.56% | Q2 2013 | Q1 2017 | 16 |
Verde Servicos Internacionais S.A. | 6 | 1 | 0.69% | 2.23% | 4.93% | Q3 2016 | Q3 2021 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 16 | 16 | 0.00% | 0.02% | 0.24% | Q1 2020 | Q4 2023 | 16 |
IFC Holdings Incorporated/FL | 14 | 2 | 0.02% | 0.16% | 0.30% | Q2 2013 | Q4 2017 | 16 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 16 | 16 | 0.05% | 0.21% | 0.52% | Q1 2014 | Q4 2017 | 16 |
Caprock Group, LLC | 14 | 2 | 0.03% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 16 |
Taconic Capital Advisors LP | 13 | 13 | 0.01% | 7.40% | 20.93% | Q4 2016 | Q4 2019 | 16 |
OMERS ADMINISTRATION Corp | 13 | 3 | 0.02% | 0.27% | 0.60% | Q1 2015 | Q4 2019 | 16 |
BLB&B Advisors, LLC | 14 | 2 | 0.02% | 0.09% | 0.20% | Q3 2016 | Q2 2021 | 16 |
CONGRESS ASSET MANAGEMENT CO /MA | 15 | 15 | 0.55% | 0.80% | 0.95% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
1776 Wealth LLC | 15 | 15 | 0.29% | 0.34% | 0.50% | Q4 2019 | Q2 2023 | 15 |
Notis-McConarty Edward | 15 | 15 | 0.28% | 0.73% | 0.95% | Q4 2013 | Q2 2017 | 15 |
COLUMBUS CIRCLE INVESTORS | 12 | 3 | 0.09% | 0.97% | 1.66% | Q1 2014 | Q4 2020 | 15 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.00% | 0.05% | 0.54% | Q2 2014 | Q3 2023 | 15 |
First Pacific Advisors, LP | 15 | 15 | 1.11% | 1.79% | 2.47% | Q1 2020 | Q3 2023 | 15 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q4 2021 | 15 |
Phoenix Holdings Ltd. | 15 | 15 | 0.01% | 0.41% | 0.78% | Q1 2020 | Q3 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 5 | 0.00% | 0.30% | 1.18% | Q4 2015 | Q4 2020 | 15 |
9258 Wealth Management, LLC | 14 | 1 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.07% | 0.40% | Q1 2018 | Q1 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 0.18% | 0.46% | Q3 2013 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Hutchin Hill Capital, LP | 12 | 1 | 0.02% | 0.98% | 3.89% | Q3 2013 | Q3 2017 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PointState Capital LP | 6 | 1 | 0.05% | 1.21% | 4.38% | Q3 2014 | Q3 2020 | 15 |
Mercer Capital Advisers, Inc. | 9 | 6 | 0.02% | 0.09% | 0.47% | Q4 2014 | Q3 2019 | 15 |
Financial Architects, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 15 |
Tufton Capital Management | 15 | 15 | 0.60% | 1.22% | 1.63% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 15 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 15 | 15 | 0.16% | 0.43% | 0.59% | Q4 2014 | Q2 2018 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 1 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.16% | 0.24% | 0.57% | Q4 2019 | Q3 2023 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 1 | 0.00% | 0.31% | 1.01% | Q4 2016 | Q2 2023 | 15 |
Claro Advisors LLC | 9 | 1 | 0.07% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
JNBA Financial Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 13 | 2 | 0.01% | 0.04% | 0.23% | Q3 2013 | Q2 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Reliant Investment Management, LLC | 15 | 15 | 1.28% | 2.23% | 2.70% | Q4 2013 | Q2 2017 | 15 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.18% | 0.88% | Q3 2018 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.01% | 0.96% | 1.88% | Q3 2016 | Q3 2022 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2017 | 15 |
PLATINUM INVESTMENT MANAGEMENT LTD | 6 | 3 | 0.01% | 0.47% | 2.42% | Q2 2013 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 15 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.45% | 4.36% | Q2 2015 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.17% | 0.21% | Q3 2016 | Q1 2020 | 15 |
Heritage Wealth Advisors | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.42% | 2.89% | Q4 2014 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.08% | 0.19% | 0.30% | Q1 2020 | Q3 2023 | 15 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 2 | 0.00% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 15 |
Great Diamond Partners, LLC | 14 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 15 |
REDWOOD CAPITAL MANAGEMENT, LLC | 8 | 3 | 0.59% | 0.94% | 1.40% | Q4 2013 | Q4 2018 | 15 |
PENN DAVIS MCFARLAND INC | 15 | 15 | 0.26% | 0.34% | 0.40% | Q2 2018 | Q4 2021 | 15 |
ExodusPoint Capital Management, LP | 10 | 2 | 0.02% | 0.18% | 0.43% | Q2 2019 | Q2 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.04% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
MOTCO | 8 | 2 | 0.00% | 0.05% | 0.40% | Q4 2014 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q4 2019 | 15 |
HL FINANCIAL SERVICES LLC | 15 | 15 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q1 2019 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.25% | 0.57% | Q4 2019 | Q3 2023 | 15 |
Focused Wealth Management, Inc | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 15 |
Aristotle Atlantic Partners, LLC | 15 | 15 | 0.45% | 1.41% | 2.67% | Q4 2019 | Q2 2023 | 15 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 14 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.44% | 2.20% | Q4 2018 | Q4 2019 | 14 |
Arizona State Retirement System | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 1 | 0.03% | 0.11% | 0.17% | Q1 2018 | Q4 2022 | 14 |
Perpetual Ltd | 11 | 3 | 0.23% | 0.69% | 1.11% | Q1 2014 | Q3 2023 | 14 |
Holocene Advisors, LP | 5 | 2 | 0.00% | 0.63% | 1.52% | Q1 2019 | Q3 2023 | 14 |
Argent Trust Co | 13 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 14 |
FNY Partners Fund LP | 5 | 5 | 0.00% | 2.30% | 12.12% | Q1 2017 | Q1 2018 | 14 |
Harvest Capital Strategies LLC | 14 | 14 | 0.15% | 0.45% | 1.73% | Q2 2013 | Q3 2016 | 14 |
TimesSquare Capital Management, LLC | 14 | 14 | 0.13% | 0.47% | 0.60% | Q4 2013 | Q1 2017 | 14 |
Global X Management CO LLC | 9 | 1 | 0.00% | 0.16% | 0.70% | Q2 2013 | Q2 2018 | 14 |
Grace Capital | 14 | 14 | 0.21% | 0.96% | 1.36% | Q4 2014 | Q1 2018 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.08% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 14 |
FARALLON CAPITAL MANAGEMENT LLC | 13 | 1 | 0.12% | 3.03% | 7.76% | Q3 2015 | Q3 2019 | 14 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 14 |
CLEARBRIDGE, LLC | 14 | 14 | 0.02% | 1.45% | 2.95% | Q3 2013 | Q4 2016 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 13 | 1 | 0.56% | 0.74% | 0.96% | Q1 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 5 | 1 | 0.02% | 0.11% | 0.36% | Q2 2018 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
RIVER GLOBAL INVESTORS LLP | 9 | 5 | 0.09% | 0.27% | 0.57% | Q1 2019 | Q3 2023 | 14 |
Realta Investment Advisors | 11 | 1 | 0.01% | 0.15% | 0.48% | Q1 2019 | Q3 2023 | 14 |
ING GROEP NV | 11 | 1 | 0.07% | 0.59% | 6.51% | Q1 2018 | Q3 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.12% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
NVWM, LLC | 14 | 14 | 0.13% | 0.31% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 14 |
Allred Capital Management, LLC | 13 | 1 | 0.00% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 14 |
Pacer Advisors, Inc. | 12 | 2 | 0.01% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 14 |
Phocas Financial Corp. | 12 | 2 | 0.00% | 0.28% | 0.57% | Q4 2014 | Q3 2018 | 14 |
MARIETTA INVESTMENT PARTNERS LLC | 14 | 14 | 0.16% | 2.22% | 3.36% | Q3 2013 | Q4 2016 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.02% | 0.24% | 0.48% | Q2 2015 | Q3 2018 | 14 |
Magnetar Financial LLC | 8 | 1 | 0.00% | 3.74% | 21.65% | Q3 2013 | Q1 2023 | 14 |
Bangor Savings Bank | 8 | 6 | 0.01% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 14 | 0.04% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.06% | 0.10% | Q1 2019 | Q2 2022 | 14 |
British Airways Pensions Investment Management Ltd | 8 | 6 | 0.32% | 0.53% | 0.69% | Q1 2015 | Q1 2021 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.44% | 1.01% | Q4 2013 | Q3 2018 | 14 |
MAPLELANE CAPITAL, LLC | 5 | 1 | 0.00% | 0.75% | 3.19% | Q3 2013 | Q2 2019 | 14 |
LMR Partners LLP | 6 | 1 | 0.12% | 0.71% | 2.88% | Q2 2015 | Q4 2022 | 14 |
Lido Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 2 | 0.00% | 0.19% | 0.32% | Q4 2015 | Q3 2023 | 14 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q2 2019 | 13 |
First Personal Financial Services | 13 | 13 | 0.00% | 0.52% | 1.10% | Q2 2016 | Q2 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Sciencast Management LP | 5 | 2 | 0.21% | 0.43% | 0.92% | Q1 2016 | Q2 2022 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2019 | 13 |
P SCHOENFELD ASSET MANAGEMENT LP | 7 | 7 | 0.47% | 4.93% | 8.68% | Q1 2017 | Q3 2018 | 13 |
NORTHEAST INVESTMENT MANAGEMENT | 13 | 13 | 0.02% | 0.98% | 1.54% | Q3 2014 | Q3 2017 | 13 |
C M BIDWELL & ASSOCIATES LTD | 12 | 1 | 0.00% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 13 |
Winslow Capital Management, LLC | 10 | 3 | 0.00% | 0.45% | 1.34% | Q2 2013 | Q2 2018 | 13 |
LATHROP INVESTMENT MANAGEMENT CORP | 13 | 13 | 3.12% | 3.78% | 4.16% | Q4 2014 | Q4 2017 | 13 |
HARVEST MANAGEMENT LLC | 9 | 9 | 0.40% | 5.90% | 15.40% | Q3 2016 | Q3 2018 | 13 |
DALTON GREINER HARTMAN MAHER & CO | 13 | 13 | 0.02% | 0.04% | 0.11% | Q2 2014 | Q2 2017 | 13 |
JUPITER ASSET MANAGEMENT LTD | 13 | 13 | 0.01% | 0.17% | 0.53% | Q3 2020 | Q3 2023 | 13 |
ProVise Management Group, LLC | 13 | 13 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q4 2017 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 5 | 0.07% | 0.12% | 0.21% | Q4 2014 | Q2 2018 | 13 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 2 | 0.00% | 0.14% | 0.30% | Q3 2018 | Q3 2023 | 13 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2022 | 13 |
LEVIN CAPITAL STRATEGIES, L.P. | 11 | 1 | 0.01% | 0.22% | 0.41% | Q2 2016 | Q1 2022 | 13 |
Clal Insurance Enterprises Holdings Ltd | 13 | 13 | 0.40% | 0.90% | 1.50% | Q4 2019 | Q4 2022 | 13 |
Dorsey Wright & Associates | 11 | 1 | 0.06% | 0.80% | 1.23% | Q4 2019 | Q3 2023 | 13 |
First Dallas Securities Inc. | 6 | 2 | 0.12% | 0.31% | 0.73% | Q2 2016 | Q1 2022 | 13 |
Horrell Capital Management, Inc. | 13 | 13 | 0.02% | 0.05% | 0.10% | Q1 2014 | Q1 2017 | 13 |
1st Global Advisors, Inc. | 13 | 13 | 0.04% | 0.18% | 0.29% | Q2 2014 | Q2 2017 | 13 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 13 | 13 | 0.24% | 0.68% | 1.21% | Q3 2013 | Q3 2016 | 13 |
L & S Advisors Inc | 7 | 1 | 0.06% | 0.38% | 1.08% | Q2 2016 | Q1 2023 | 13 |
Hudson Bay Capital Management LP | 10 | 1 | 0.06% | 0.70% | 1.58% | Q3 2016 | Q4 2022 | 13 |
IndexIQ Advisors LLC | 10 | 3 | 0.00% | 0.16% | 0.78% | Q4 2016 | Q1 2022 | 13 |
FIRST QUADRANT LLC/CA | 8 | 5 | 0.00% | 0.11% | 0.18% | Q4 2015 | Q2 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.66% | 1.18% | Q3 2020 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 13 | 13 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.05% | 0.24% | Q4 2015 | Q3 2023 | 13 |
AT Bancorp | 6 | 3 | 0.03% | 0.42% | 1.54% | Q3 2014 | Q1 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 13 |
Austin Private Wealth, LLC | 12 | 12 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 13 |
Keudell/Morrison Wealth Management | 13 | 13 | 0.09% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Advisors, LLC | 6 | 1 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 13 |
Vestcor Inc | 11 | 2 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2021 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.12% | 0.25% | Q2 2019 | Q3 2023 | 13 |
HHM Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 13 |
King Wealth Management Group | 13 | 13 | 0.09% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TIGER MANAGEMENT L.L.C. | 7 | 1 | 0.13% | 0.85% | 3.88% | Q1 2014 | Q1 2021 | 13 |
DLD Asset Management, LP | 8 | 8 | 0.08% | 1.77% | 4.84% | Q4 2016 | Q3 2018 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Strategic Global Advisors, LLC | 9 | 4 | 0.43% | 6.61% | 16.92% | Q4 2014 | Q4 2020 | 13 |
Carmichael Hill & Associates, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 8 | 1 | 0.04% | 0.25% | 0.54% | Q2 2019 | Q3 2023 | 13 |
SVA Wealth Management, LLC | 13 | 13 | 0.72% | 0.91% | 1.08% | Q1 2015 | Q1 2018 | 13 |
Fort Point Capital Partners LLC | 13 | 13 | 1.08% | 2.26% | 4.29% | Q4 2016 | Q4 2019 | 13 |
Caption Management, LLC | 8 | 8 | 0.01% | 0.34% | 1.69% | Q2 2018 | Q1 2020 | 13 |
Joel Isaacson & Co., LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
CG Asset Management LLC | 13 | 13 | 2.65% | 3.82% | 4.64% | Q4 2013 | Q4 2016 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
ARK Investment Management | 13 | 13 | 0.00% | 0.09% | 0.23% | Q3 2018 | Q3 2021 | 13 |
Summit X, LLC | 11 | 2 | 0.10% | 0.23% | 0.30% | Q2 2017 | Q2 2023 | 13 |
Private Ocean, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 13 |
Chescapmanager LLC | 11 | 11 | 0.10% | 2.07% | 3.40% | Q4 2016 | Q2 2019 | 13 |
Worth Venture Partners, LLC | 5 | 1 | 0.00% | 0.26% | 2.64% | Q1 2017 | Q3 2018 | 13 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.01% | 0.11% | 0.34% | Q3 2015 | Q3 2021 | 13 |
EXANE DERIVATIVES | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q2 2022 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 1 | 0.06% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Cable Hill Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 13 |
HARBER ASSET MANAGEMENT LLC | 6 | 6 | 0.37% | 1.95% | 3.88% | Q3 2016 | Q4 2019 | 12 |
WINTON GROUP Ltd | 9 | 3 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q3 2022 | 12 |
Blueshift Asset Management, LLC | 5 | 1 | 0.03% | 0.17% | 0.52% | Q4 2018 | Q1 2023 | 12 |
Pinion Investment Advisors, LLC | 12 | 12 | 0.32% | 0.55% | 0.86% | Q4 2020 | Q3 2023 | 12 |
WRAPMANAGER INC | 7 | 5 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q2 2022 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.40% | 0.46% | 0.53% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
LaSalle Street Capital Management, LLC | 12 | 12 | 0.49% | 0.58% | 0.70% | Q3 2015 | Q2 2018 | 12 |
Belpointe Asset Management LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
DUNCKER STREETT & CO INC | 9 | 3 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q1 2019 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
UBS OCONNOR LLC | 7 | 1 | 0.00% | 3.93% | 12.57% | Q4 2016 | Q3 2022 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.50% | 0.78% | 1.37% | Q3 2018 | Q2 2021 | 12 |
Csenge Advisory Group | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 12 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 1 | 0.05% | 0.15% | 0.34% | Q2 2016 | Q4 2022 | 12 |
Apex Capital Management | 12 | 12 | 0.01% | 0.32% | 1.34% | Q2 2013 | Q1 2016 | 12 |
WESPAC Advisors SoCal, LLC | 9 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 12 |
BDO Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Maytus Capital Management, LLC | 6 | 1 | 0.92% | 2.40% | 4.20% | Q4 2018 | Q1 2023 | 12 |
BREAKLINE CAPITAL LLC | 7 | 5 | 2.62% | 4.94% | 8.11% | Q4 2018 | Q4 2021 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Somerset Trust Co | 12 | 12 | 0.19% | 0.33% | 0.45% | Q4 2013 | Q3 2016 | 12 |
Colonial Trust Advisors | 8 | 4 | 0.00% | 0.27% | 0.50% | Q3 2016 | Q3 2023 | 12 |
SeaBridge Investment Advisors LLC | 12 | 12 | 0.13% | 0.25% | 0.45% | Q4 2014 | Q3 2017 | 12 |
USA FINANCIAL FORMULAS | 6 | 3 | 0.00% | 0.46% | 1.33% | Q3 2019 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.50% | 0.94% | 2.43% | Q4 2020 | Q3 2023 | 12 |
Three Peaks Capital Management, LLC | 12 | 12 | 1.49% | 2.61% | 4.10% | Q4 2013 | Q3 2016 | 12 |
Barnett & Company, Inc. | 6 | 6 | 0.00% | 0.09% | 0.25% | Q3 2015 | Q4 2020 | 12 |
Credit Capital Investments LLC | 8 | 4 | 0.77% | 2.69% | 4.88% | Q4 2014 | Q1 2019 | 12 |
Liberty Mutual Group Asset Management Inc. | 10 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 12 |
Yorktown Management & Research Co Inc | 7 | 5 | 0.04% | 0.09% | 0.21% | Q1 2014 | Q4 2019 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 11 | 1 | 0.01% | 0.13% | 0.51% | Q3 2019 | Q3 2022 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.41% | 0.56% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Oliver Luxxe Assets LLC | 12 | 12 | 0.31% | 0.42% | 0.57% | Q1 2019 | Q4 2021 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q4 2021 | 12 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 6 | 1 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Harbor Advisors LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.07% | 0.17% | Q3 2020 | Q1 2023 | 12 |
Legg Mason Asset Management (Japan) Co., Ltd. | 9 | 3 | 0.35% | 0.82% | 1.25% | Q3 2013 | Q1 2020 | 12 |
Ethic Inc. | 10 | 2 | 0.03% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 8 | 4 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Chevy Chase Trust Holdings, LLC | 11 | 1 | 0.00% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 12 |
Horizon Investments, LLC | 12 | 12 | 0.01% | 0.05% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Governors Lane LP | 8 | 8 | 1.28% | 2.35% | 4.28% | Q4 2016 | Q3 2018 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ANGELO GORDON & CO., L.P. | 7 | 7 | 0.53% | 2.83% | 6.82% | Q4 2016 | Q2 2018 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.13% | 0.41% | Q4 2013 | Q2 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 8 | 4 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2021 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q1 2022 | 12 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 12 | 12 | 1.24% | 1.61% | 2.22% | Q4 2014 | Q3 2017 | 12 |
NumerixS Investment Technologies Inc | 7 | 1 | 0.05% | 0.29% | 0.81% | Q1 2015 | Q2 2020 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
COBIZ WEALTH, LLC | 12 | 12 | 0.05% | 0.87% | 1.18% | Q4 2014 | Q3 2017 | 12 |
Nicholas Investment Partners, LP | 12 | 12 | 0.21% | 0.35% | 0.49% | Q2 2013 | Q1 2016 | 12 |
LA FINANCIERE DE L'ECHIQUIER | 11 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.04% | 0.30% | Q4 2016 | Q3 2020 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.06% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Prospect Hill Management, LLC | 12 | 12 | 0.68% | 0.80% | 0.97% | Q4 2020 | Q3 2023 | 12 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.03% | 0.37% | 1.15% | Q1 2014 | Q2 2023 | 12 |
Tredje AP-fonden | 11 | 1 | 0.10% | 0.55% | 0.94% | Q4 2016 | Q3 2023 | 12 |
WealthShield Partners, LLC | 9 | 3 | 0.09% | 0.23% | 0.54% | Q3 2020 | Q3 2023 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 1 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q4 2019 | 12 |
Alight Capital Management LP | 7 | 1 | 0.49% | 1.40% | 3.36% | Q4 2018 | Q1 2023 | 12 |
Paradigm Financial Partners, LLC | 12 | 12 | 0.31% | 0.62% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Visium Asset Management, LP | 11 | 1 | 0.07% | 0.16% | 0.30% | Q2 2013 | Q2 2016 | 12 |
Windsor Creek Advisors, LLC | 6 | 1 | 0.08% | 0.19% | 0.48% | Q4 2018 | Q4 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.14% | 0.22% | Q2 2013 | Q1 2016 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 12 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.00% | 0.34% | 0.48% | Q2 2016 | Q3 2023 | 12 |
DENVER INVESTMENT ADVISORS LLC | 12 | 12 | 0.05% | 0.10% | 0.14% | Q4 2013 | Q3 2016 | 12 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 1 | 0.00% | 0.08% | 0.16% | Q2 2019 | Q4 2022 | 12 |
NICOLA WEALTH MANAGEMENT LTD. | 9 | 2 | 0.04% | 0.85% | 1.73% | Q4 2018 | Q3 2023 | 11 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11 | 11 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 2 | 0.01% | 0.31% | 0.64% | Q2 2013 | Q4 2021 | 11 |
Ionic Capital Management LLC | 7 | 1 | 0.05% | 0.32% | 0.61% | Q3 2015 | Q2 2020 | 11 |
Kentucky Retirement Systems Insurance Trust Fund | 11 | 11 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Paulson & Co. | 10 | 10 | 0.02% | 2.11% | 4.50% | Q4 2016 | Q1 2019 | 11 |
EVOKE WEALTH, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
VALINOR MANAGEMENT, L.P. | 11 | 11 | 1.70% | 3.43% | 4.52% | Q1 2014 | Q3 2016 | 11 |
Norway Savings Bank | 9 | 2 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q4 2022 | 11 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2021 | 11 |
Cohen Klingenstein LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AXIOM INVESTORS LLC /DE | 11 | 11 | 0.17% | 1.61% | 2.75% | Q2 2013 | Q4 2015 | 11 |
Dai-ichi Life Holdings, Inc. | 8 | 1 | 0.01% | 0.05% | 0.07% | Q3 2013 | Q3 2016 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SECURIAN ASSET MANAGEMENT, INC | 11 | 11 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Alpha Omega Wealth Management LLC | 10 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q2 2019 | 11 |
CARRET ASSET MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 11 | 11 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.97% | 2.13% | 2.78% | Q3 2014 | Q1 2017 | 11 |
BARDIN HILL MANAGEMENT PARTNERS LP | 8 | 8 | 0.10% | 6.80% | 16.54% | Q4 2016 | Q3 2018 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 5 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q1 2020 | 11 |
TOWNSQUARE CAPITAL LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
SPROTT INC. | 11 | 11 | 0.04% | 1.54% | 2.74% | Q1 2014 | Q3 2016 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.13% | 0.36% | Q3 2013 | Q3 2021 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.23% | 0.36% | Q4 2020 | Q2 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
NewSquare Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 11 |
Avidian Wealth Solutions, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CX Institutional | 5 | 1 | 0.01% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 11 |
DSM CAPITAL PARTNERS LLC | 11 | 11 | 0.26% | 1.92% | 2.34% | Q3 2014 | Q1 2017 | 11 |
Berkshire Bank | 11 | 11 | 0.14% | 0.35% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Huber Capital Management LLC | 7 | 4 | 0.00% | 0.85% | 2.14% | Q3 2018 | Q3 2022 | 11 |
TEXAS PERMANENT SCHOOL FUND CORP | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 11 |
AQR Arbitrage LLC | 10 | 1 | 0.01% | 1.70% | 2.76% | Q4 2015 | Q1 2019 | 11 |
QUANTUM CAPITAL MANAGEMENT | 6 | 5 | 0.05% | 1.25% | 2.72% | Q4 2015 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SENTRY INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.08% | 0.20% | 0.40% | Q1 2021 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 11 |
FIC CAPITAL INC | 11 | 11 | 0.75% | 2.05% | 2.69% | Q1 2015 | Q3 2017 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 4 | 1 | 0.03% | 0.19% | 0.64% | Q4 2013 | Q4 2019 | 11 |
GLOBEFLEX CAPITAL L P | 6 | 5 | 0.00% | 0.71% | 2.98% | Q2 2014 | Q2 2020 | 11 |
Crewe Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Fiera Capital Corp | 6 | 5 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2017 | 11 |
MIZUHO SECURITIES USA LLC | 7 | 1 | 0.03% | 0.08% | 0.14% | Q4 2013 | Q3 2018 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.11% | 0.14% | 0.18% | Q2 2020 | Q4 2022 | 11 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.07% | 0.17% | 0.39% | Q2 2019 | Q3 2023 | 11 |
XPONANCE, INC. | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
MILLIE CAPITAL MANAGEMENT, LLC | 9 | 2 | 1.71% | 2.49% | 3.55% | Q4 2014 | Q4 2017 | 11 |
Capital Research Global Investors | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 11 |
Precision Wealth Strategies, LLC | 11 | 11 | 0.28% | 0.63% | 1.13% | Q1 2021 | Q3 2023 | 11 |
CAPITAL INSIGHT PARTNERS, LLC | 11 | 11 | 0.67% | 1.99% | 3.45% | Q2 2015 | Q4 2017 | 11 |
Graham Capital Management, L.P. | 4 | 1 | 0.02% | 0.44% | 2.43% | Q4 2017 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.13% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Manchester Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 11 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 3 | 0.01% | 0.92% | 2.96% | Q4 2014 | Q4 2019 | 11 |
Kentucky Retirement Systems | 11 | 11 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Steinberg Global Asset Management | 6 | 4 | 0.08% | 0.12% | 0.19% | Q4 2015 | Q1 2019 | 10 |
Clean Yield Group | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 10 |
ARGENTIERE CAPITAL AG | 10 | 10 | 0.26% | 8.67% | 24.53% | Q3 2016 | Q4 2018 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 3 | 0.03% | 0.13% | 0.30% | Q1 2014 | Q3 2018 | 10 |
City Financial Investment Co Ltd | 7 | 7 | 0.32% | 1.83% | 3.65% | Q2 2017 | Q4 2018 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.21% | 0.24% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.43% | 0.52% | 0.65% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.16% | 0.32% | 0.50% | Q1 2013 | Q2 2015 | 10 |
BERKLEY W R CORP | 7 | 1 | 0.00% | 0.63% | 1.50% | Q2 2015 | Q2 2018 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q1 2023 | 10 |
Dempze Nancy E | 10 | 10 | 0.25% | 0.62% | 1.06% | Q4 2015 | Q1 2018 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.12% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 10 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.11% | 0.28% | Q4 2017 | Q4 2022 | 10 |
WEST PACES ADVISORS INC. | 7 | 3 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 3 | 0.14% | 1.04% | 1.80% | Q2 2014 | Q2 2017 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.12% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 10 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 10 | 0.19% | 0.36% | 1.09% | Q1 2021 | Q2 2023 | 10 |
TERRIL BROTHERS, INC. | 10 | 10 | 6.08% | 7.87% | 10.77% | Q4 2016 | Q1 2019 | 10 |
VERTEX ONE ASSET MANAGEMENT INC. | 7 | 3 | 0.77% | 2.16% | 3.52% | Q1 2015 | Q2 2018 | 10 |
OSSIAM | 10 | 10 | 0.02% | 0.15% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
L2 Asset Management, LLC | 5 | 1 | 0.15% | 1.00% | 2.58% | Q4 2019 | Q3 2023 | 10 |
South Dakota Investment Council | 10 | 10 | 0.01% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.16% | Q1 2018 | Q3 2023 | 10 |
Fayerweather Charles | 10 | 10 | 0.41% | 0.64% | 1.07% | Q1 2015 | Q2 2017 | 10 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q4 2019 | 10 |
RAINIER INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.30% | 1.27% | 2.40% | Q2 2013 | Q3 2015 | 10 |
Rail-Splitter Capital Management, LLC | 10 | 10 | 2.22% | 3.05% | 3.51% | Q3 2014 | Q4 2016 | 10 |
Kellner Capital, LLC | 10 | 10 | 2.10% | 12.24% | 19.72% | Q4 2016 | Q1 2019 | 10 |
Kemnay Advisory Services Inc. | 6 | 4 | 0.50% | 1.38% | 3.14% | Q3 2017 | Q4 2022 | 10 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.05% | 0.24% | 0.55% | Q2 2019 | Q2 2023 | 10 |
Quantinno Capital Management LP | 7 | 1 | 0.05% | 0.16% | 0.31% | Q2 2019 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.12% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Tekne Capital Management, LLC | 9 | 1 | 1.38% | 4.63% | 8.40% | Q4 2013 | Q2 2016 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
TAYLOR ASSET MANAGEMENT INC | 10 | 10 | 1.47% | 7.91% | 11.18% | Q2 2014 | Q3 2016 | 10 |
Airain ltd | 5 | 2 | 0.06% | 0.64% | 1.35% | Q3 2013 | Q2 2017 | 10 |
Legato Capital Management LLC | 10 | 10 | 0.25% | 0.53% | 0.68% | Q2 2020 | Q3 2022 | 10 |
MISSION WEALTH MANAGEMENT, LP | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BLOOM TREE PARTNERS, LLC | 7 | 1 | 0.13% | 2.94% | 4.67% | Q2 2016 | Q2 2023 | 10 |
Independent Advisor Alliance | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Polar Capital LLP | 10 | 10 | 0.03% | 0.35% | 0.56% | Q1 2014 | Q2 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Jackson Square Partners, LLC | 10 | 10 | 0.00% | 0.53% | 0.96% | Q1 2015 | Q2 2017 | 10 |
First American Bank | 10 | 10 | 0.34% | 0.73% | 1.16% | Q3 2014 | Q4 2016 | 10 |
Ninety One SA (PTY) Ltd | 8 | 2 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2021 | 10 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 10 |
Ion Asset Management Ltd. | 10 | 10 | 0.35% | 0.66% | 0.80% | Q1 2021 | Q2 2023 | 10 |
HAVENS ADVISORS LLC | 9 | 9 | 0.36% | 6.20% | 11.92% | Q4 2016 | Q4 2018 | 10 |
HRT FINANCIAL LP | 2 | 1 | 0.04% | 0.69% | 3.09% | Q2 2018 | Q3 2023 | 10 |
CRAMER ROSENTHAL MCGLYNN LLC | 10 | 10 | 0.12% | 0.56% | 1.26% | Q1 2015 | Q2 2017 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2021 | 10 |
Malaga Cove Capital, LLC | 10 | 10 | 0.30% | 0.38% | 0.46% | Q2 2018 | Q3 2020 | 10 |
EXENCIAL WEALTH ADVISORS, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Sentry Investments Corp. | 10 | 10 | 0.01% | 0.14% | 0.27% | Q2 2014 | Q3 2016 | 10 |
Mint Tower Capital Management B.V. | 5 | 1 | 0.02% | 0.18% | 0.28% | Q2 2017 | Q1 2021 | 10 |
Riggs Asset Managment Co. Inc. | 9 | 1 | 0.00% | 1.42% | 3.20% | Q1 2015 | Q3 2018 | 10 |
Seascape Capital Management | 9 | 9 | 1.18% | 1.36% | 1.46% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Ohio National Investments, Inc. | 9 | 9 | 0.07% | 0.10% | 0.12% | Q4 2013 | Q4 2015 | 9 |
Nokota Management, LP | 5 | 1 | 0.14% | 1.30% | 2.80% | Q3 2014 | Q4 2019 | 9 |
MAVERICK CAPITAL LTD | 4 | 2 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Edgestream Partners, L.P. | 5 | 1 | 0.01% | 0.70% | 2.27% | Q1 2016 | Q3 2021 | 9 |
Analog Century Management LP | 9 | 9 | 1.90% | 3.99% | 5.55% | Q4 2020 | Q4 2022 | 9 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.13% | 0.56% | Q3 2013 | Q4 2019 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 2 | 0.04% | 0.28% | 0.79% | Q2 2013 | Q3 2019 | 9 |
Euclid Advisors LLC | 9 | 9 | 0.01% | 0.74% | 5.00% | Q3 2014 | Q3 2016 | 9 |
Van Hulzen Asset Management, LLC | 5 | 4 | 0.06% | 0.24% | 0.54% | Q3 2016 | Q4 2019 | 9 |
Cerebellum GP, LLC | 5 | 1 | 0.02% | 0.27% | 0.34% | Q4 2017 | Q2 2020 | 9 |
Cupps Capital Management, LLC | 7 | 2 | 0.02% | 0.20% | 0.44% | Q2 2013 | Q3 2016 | 9 |
Cetera Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 9 |
Institute for Wealth Management, LLC. | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
DCF Advisers, LLC | 9 | 9 | 0.19% | 0.26% | 0.32% | Q4 2019 | Q4 2021 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 9 | 0.13% | 0.51% | 0.81% | Q1 2016 | Q1 2018 | 9 |
Apriem Advisors | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 9 |
WALL STREET ASSOCIATES | 9 | 9 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.07% | 0.56% | 1.22% | Q4 2019 | Q4 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.12% | 0.45% | Q1 2017 | Q1 2019 | 9 |
Leucadia National | 8 | 1 | 0.01% | 2.04% | 3.60% | Q4 2016 | Q1 2023 | 9 |
AGRAN LIBBIE | 9 | 9 | 0.06% | 0.21% | 0.33% | Q1 2015 | Q1 2017 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.04% | 0.05% | Q1 2014 | Q2 2018 | 9 |
Yakira Capital Management, Inc. | 9 | 9 | 1.16% | 3.22% | 5.58% | Q1 2017 | Q1 2019 | 9 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 9 |
OPSEU Pension Plan Trust Fund | 9 | 9 | 0.05% | 0.15% | 0.28% | Q1 2020 | Q1 2022 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 9 |
OMNI PARTNERS LLP | 9 | 9 | 0.93% | 16.89% | 55.99% | Q4 2016 | Q4 2018 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 9 | 9 | 0.08% | 12.17% | 21.20% | Q2 2016 | Q2 2018 | 9 |
FIR TREE CAPITAL MANAGEMENT LP | 9 | 9 | 1.57% | 6.21% | 9.86% | Q4 2016 | Q4 2018 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.02% | 0.10% | 0.17% | Q1 2015 | Q2 2020 | 9 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.10% | 0.58% | 2.70% | Q1 2014 | Q4 2019 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.15% | 0.28% | 0.34% | Q2 2015 | Q3 2022 | 9 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2020 | 9 |
Altium Wealth Management LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 9 |
Hunting Hill Global Capital, LLC | 7 | 7 | 3.15% | 11.51% | 20.79% | Q1 2017 | Q3 2018 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 4 | 0.00% | 0.12% | 0.31% | Q1 2020 | Q3 2023 | 9 |
Century Capital Management, LLC | 9 | 9 | 0.27% | 0.46% | 0.85% | Q2 2013 | Q2 2015 | 9 |
Bogart Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 9 |
BOURGEON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.16% | 1.32% | Q3 2019 | Q3 2021 | 9 |
Glenview Capital Management | 5 | 4 | 0.41% | 1.14% | 2.56% | Q3 2013 | Q3 2019 | 9 |
AMERICAN NATIONAL BANK | 6 | 3 | 0.00% | 0.57% | 1.24% | Q4 2015 | Q3 2023 | 9 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q3 2018 | 9 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 4 | 0.03% | 0.12% | 0.34% | Q4 2013 | Q4 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Vantage Consulting Group Inc | 5 | 4 | 0.04% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.13% | 0.30% | Q2 2021 | Q2 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.05% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Hotaling Investment Management, LLC | 9 | 9 | 0.64% | 1.72% | 2.59% | Q4 2019 | Q4 2021 | 9 |
Tyrus Capital S.A.M. | 5 | 3 | 7.04% | 30.22% | 83.01% | Q3 2015 | Q1 2018 | 9 |
THOMPSON DAVIS & CO., INC. | 9 | 9 | 0.02% | 0.12% | 0.24% | Q3 2014 | Q3 2016 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.08% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Cipher Capital LP | 5 | 1 | 0.09% | 0.26% | 0.48% | Q3 2013 | Q2 2016 | 9 |
Kassirer Asset Management Corp | 9 | 9 | 0.24% | 0.72% | 1.80% | Q4 2016 | Q4 2018 | 9 |
Polar Capital Holdings Plc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2021 | 9 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2020 | 9 |
Mosaic Family Wealth, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 9 |
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP | 8 | 8 | 2.74% | 8.40% | 13.91% | Q1 2017 | Q4 2018 | 9 |
WATER ISLAND CAPITAL LLC | 8 | 8 | 0.01% | 6.30% | 13.84% | Q3 2016 | Q2 2018 | 9 |
Alpine Global Management, LLC | 8 | 1 | 0.16% | 4.20% | 8.63% | Q4 2016 | Q1 2021 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.02% | 0.30% | 0.65% | Q4 2014 | Q4 2016 | 9 |
Telemetry Investments, L.L.C. | 9 | 9 | 0.24% | 0.81% | 1.54% | Q4 2016 | Q4 2018 | 9 |
PGGM Investments | 5 | 1 | 0.00% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 9 |
Lee Financial Co | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.10% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
C-J Advisory, Inc. | 5 | 4 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 9 |
SHAKER INVESTMENTS LLC/OH | 7 | 2 | 0.47% | 0.99% | 1.65% | Q1 2014 | Q1 2017 | 9 |
ALPINE ASSOCIATES MANAGEMENT INC. | 7 | 7 | 2.90% | 6.15% | 9.07% | Q4 2016 | Q2 2018 | 9 |
Interval Partners, LP | 8 | 8 | 0.17% | 0.31% | 0.44% | Q4 2021 | Q3 2023 | 9 |
FIDGEON TIMOTHY F | 9 | 9 | 0.12% | 0.23% | 0.37% | Q3 2013 | Q3 2015 | 9 |
State of Wyoming | 8 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.67% | 1.39% | 1.84% | Q4 2012 | Q4 2014 | 9 |
Asset Dedication, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 9 |
WESBANCO BANK INC | 8 | 8 | 0.01% | 0.04% | 0.18% | Q1 2015 | Q4 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Homrich & Berg | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 5.60% | 6.37% | 7.25% | Q4 2021 | Q3 2023 | 8 |
D'Orazio & Associates, Inc. | 4 | 1 | 0.16% | 0.21% | 0.26% | Q1 2016 | Q3 2018 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.03% | 0.80% | 1.92% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.29% | 0.46% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.21% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.41% | 0.52% | 0.72% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.66% | 0.74% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Westchester Capital Management, LLC | 8 | 8 | 2.49% | 6.14% | 8.68% | Q4 2016 | Q3 2018 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
Merlin Capital, Inc | 8 | 8 | 0.92% | 1.63% | 2.52% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.03% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
BRANDES INVESTMENT PARTNERS, LP | 8 | 8 | 0.65% | 2.70% | 3.51% | Q4 2018 | Q3 2020 | 8 |
RWC Asset Management LLP | 5 | 3 | 0.05% | 0.23% | 0.95% | Q2 2013 | Q2 2015 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.14% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
WHITE SQUARE CAPITAL LLP | 8 | 8 | 21.58% | 61.83% | 100.00% | Q4 2016 | Q3 2018 | 8 |
Ascent Group, LLC | 8 | 8 | 0.15% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Force Hill Capital Management LP | 6 | 2 | 0.87% | 2.88% | 5.59% | Q4 2020 | Q2 2023 | 8 |
MetLife Investment Management, LLC | 3 | 1 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.38% | 0.45% | 0.52% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.69% | 0.92% | 1.17% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Arden Trust Co | 7 | 1 | 0.00% | 0.15% | 0.26% | Q1 2020 | Q1 2022 | 8 |
Artemis Investment Management LLP | 3 | 2 | 0.05% | 0.49% | 1.39% | Q3 2014 | Q3 2022 | 8 |
Sonora Investment Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 8 |
Leelyn Smith, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.14% | 1.08% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 5 | 1 | 0.06% | 0.41% | 1.01% | Q1 2014 | Q3 2016 | 8 |
Ashfield Capital Partners, LLC | 8 | 8 | 0.03% | 0.56% | 0.92% | Q3 2014 | Q2 2016 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 1 | 0.02% | 0.20% | 0.64% | Q1 2021 | Q2 2023 | 8 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 8 | 8 | 0.02% | 0.13% | 0.40% | Q1 2015 | Q4 2016 | 8 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 8 |
BBT Capital Management, LLC | 6 | 1 | 0.31% | 6.81% | 13.95% | Q4 2016 | Q2 2019 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2017 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.79% | 1.05% | 1.35% | Q3 2021 | Q2 2023 | 8 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 5 | 1 | 0.80% | 10.06% | 19.81% | Q2 2013 | Q3 2017 | 8 |
Santa Fe Partners LLC | 8 | 8 | 0.12% | 0.32% | 0.51% | Q2 2013 | Q1 2015 | 8 |
Bridgewater Associates | 6 | 2 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 8 |
HRS Investment Holdings, LLC | 8 | 8 | 0.99% | 1.71% | 2.61% | Q4 2016 | Q3 2018 | 8 |
Empyrean Capital Partners, LP | 8 | 8 | 0.93% | 3.87% | 6.95% | Q4 2016 | Q3 2018 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.26% | Q2 2017 | Q3 2021 | 8 |
Truvestments Capital LLC | 7 | 1 | 0.00% | 0.66% | 1.31% | Q2 2020 | Q3 2023 | 8 |
Edge Wealth Management LLC | 4 | 2 | 0.00% | 0.02% | 0.02% | Q3 2014 | Q4 2021 | 8 |
Boit C F David | 5 | 3 | 0.19% | 0.24% | 0.34% | Q3 2021 | Q3 2023 | 8 |
Covenant Partners, LLC | 8 | 8 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q2 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q1 2015 | 8 |
JANUS HENDERSON INVESTORS US LLC | 8 | 8 | 0.00% | 0.25% | 0.74% | Q2 2015 | Q1 2017 | 8 |
GLG Partners LP | 8 | 8 | 0.01% | 0.54% | 2.23% | Q1 2016 | Q4 2017 | 8 |
Ceredex Value Advisors LLC | 8 | 8 | 0.84% | 2.03% | 3.22% | Q3 2020 | Q2 2022 | 8 |
CCLA Investment Management | 5 | 3 | 1.04% | 1.64% | 1.98% | Q3 2021 | Q3 2023 | 8 |
CIBC BANK USA | 5 | 1 | 0.03% | 0.08% | 0.16% | Q1 2014 | Q1 2019 | 8 |
CLOUGH CAPITAL PARTNERS L P | 8 | 8 | 0.56% | 0.76% | 1.15% | Q2 2013 | Q1 2015 | 8 |
DELTEC ASSET MANAGEMENT LLC | 8 | 8 | 1.42% | 2.06% | 2.94% | Q4 2014 | Q3 2016 | 8 |
WHITEBOX ADVISORS LLC | 8 | 8 | 0.74% | 1.24% | 2.13% | Q4 2016 | Q3 2018 | 8 |
Brick & Kyle, Associates | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 8 |
CALDWELL & ORKIN INC | 7 | 7 | 0.84% | 1.43% | 2.34% | Q4 2013 | Q2 2015 | 8 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 0.28% | 0.46% | Q1 2018 | Q2 2022 | 8 |
RELIANCE TRUST CO OF DELAWARE | 8 | 8 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q4 2016 | 8 |
Kalos Management, Inc. | 6 | 1 | 0.02% | 0.11% | 0.18% | Q4 2015 | Q1 2023 | 8 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2022 | 8 |
NAVELLIER & ASSOCIATES INC | 8 | 8 | 0.14% | 2.19% | 3.28% | Q1 2014 | Q4 2015 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 1.16% | 1.44% | 1.88% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q4 2022 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2022 | 8 |
AGF Investments America Inc. | 8 | 8 | 0.72% | 1.32% | 2.45% | Q4 2014 | Q3 2016 | 8 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 8 |
IMPAX ASSET MANAGEMENT LLC | 5 | 3 | 0.07% | 0.35% | 0.74% | Q1 2014 | Q1 2016 | 8 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.02% | 0.11% | 0.18% | Q3 2017 | Q3 2023 | 8 |
IVORY INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.55% | 4.51% | 14.91% | Q2 2015 | Q2 2018 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.32% | 0.44% | 0.61% | Q4 2015 | Q3 2017 | 8 |
INTREPID FAMILY OFFICE LLC | 8 | 8 | 5.84% | 6.94% | 8.93% | Q4 2021 | Q3 2023 | 8 |
MUFG Securities EMEA plc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Markel Corporation | 4 | 4 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q2 2019 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 8 |
KANALY TRUST CO | 8 | 8 | 0.00% | 0.13% | 0.20% | Q1 2015 | Q4 2016 | 8 |
RS INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.04% | 0.11% | 0.23% | Q1 2014 | Q4 2015 | 8 |
M.D. Sass, Inc. | 5 | 3 | 2.27% | 3.16% | 4.42% | Q3 2014 | Q3 2020 | 8 |
Majedie Asset Management Ltd | 8 | 8 | 0.08% | 3.89% | 5.84% | Q2 2020 | Q1 2022 | 8 |
OAKBROOK INVESTMENTS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
HARTLINE INVESTMENT CORP/ | 4 | 1 | 0.03% | 0.51% | 1.04% | Q4 2016 | Q1 2022 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 4 | 4 | 0.25% | 0.66% | 1.14% | Q1 2019 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EVERENCE CAPITAL MANAGEMENT INC | 6 | 2 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 8 |
SCHOLTZ & COMPANY, LLC | 8 | 8 | 1.98% | 3.19% | 3.86% | Q1 2014 | Q4 2015 | 8 |
ELLIOTT MANAGEMENT CORP | 6 | 1 | 0.09% | 7.04% | 12.06% | Q4 2016 | Q3 2018 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Tradewinds Capital Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 8 |
HighPoint Advisor Group LLC | 6 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q2 2022 | 8 |
Third Point | 3 | 1 | 0.79% | 2.62% | 8.18% | Q4 2013 | Q2 2018 | 8 |
BOSTON FAMILY OFFICE LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2017 | 8 |
Teza Capital Management LLC | 4 | 1 | 0.05% | 0.16% | 0.45% | Q1 2021 | Q3 2023 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.17% | 0.87% | 1.94% | Q1 2015 | Q4 2020 | 8 |
Ashburton (Jersey) Ltd | 7 | 1 | 5.36% | 6.76% | 8.29% | Q4 2020 | Q1 2023 | 8 |
PSquared Asset Management AG | 8 | 8 | 19.35% | 44.03% | 81.81% | Q4 2016 | Q3 2018 | 8 |
TT INTERNATIONAL | 6 | 1 | 0.61% | 1.69% | 3.14% | Q3 2015 | Q3 2018 | 8 |
Origin Asset Management LLP | 8 | 8 | 0.02% | 0.21% | 0.35% | Q4 2013 | Q3 2015 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
First Long Island Investors, LLC | 8 | 8 | 0.44% | 0.59% | 1.31% | Q2 2015 | Q1 2017 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.26% | 0.48% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 0.31% | 0.97% | 1.60% | Q4 2021 | Q3 2023 | 8 |
LCNB CORP | 5 | 2 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Ruffer LLP | 5 | 1 | 0.01% | 0.10% | 0.31% | Q4 2018 | Q4 2021 | 7 |
Sand Grove Capital Management LLP | 7 | 7 | 9.92% | 15.34% | 25.63% | Q4 2016 | Q2 2018 | 7 |
AMICA PENSION FUND BOARD OF TRUSTEES | 7 | 7 | 0.17% | 0.26% | 0.32% | Q2 2016 | Q4 2017 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 7 |
AMICA MUTUAL INSURANCE CO | 7 | 7 | 0.17% | 0.27% | 0.36% | Q2 2016 | Q4 2017 | 7 |
BANCED CORP | 6 | 1 | 0.34% | 0.61% | 0.87% | Q2 2014 | Q2 2016 | 7 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.54% | 1.78% | 4.42% | Q1 2015 | Q4 2020 | 7 |
DIKER MANAGEMENT LLC | 7 | 7 | 0.73% | 1.48% | 2.04% | Q2 2014 | Q4 2015 | 7 |
Arnhold LLC | 7 | 7 | 0.99% | 2.12% | 2.90% | Q1 2018 | Q3 2019 | 7 |
DEPRINCE RACE & ZOLLO INC | 7 | 7 | 0.53% | 0.64% | 0.75% | Q1 2022 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.56% | 0.70% | 0.82% | Q1 2022 | Q3 2023 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 7 |
REYNOLDS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.13% | 0.37% | 0.70% | Q3 2013 | Q1 2015 | 7 |
Exane Asset Management | 7 | 7 | 0.73% | 1.47% | 3.24% | Q2 2017 | Q4 2018 | 7 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.19% | 0.31% | Q1 2020 | Q3 2023 | 7 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 2 | 0.03% | 0.77% | 1.43% | Q1 2015 | Q1 2020 | 7 |
CITIZENS & NORTHERN CORP | 7 | 7 | 0.45% | 0.68% | 0.89% | Q3 2015 | Q1 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2016 | 7 |
MERIDIAN MANAGEMENT CO | 4 | 3 | 0.94% | 1.05% | 1.23% | Q4 2015 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.13% | 0.41% | Q3 2013 | Q2 2019 | 7 |
Flinton Capital Management LLC | 4 | 3 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Glen Harbor Capital Management LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2016 | 7 |
Laurel Wealth Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 7 |
HONEYWELL INTERNATIONAL INC | 6 | 1 | 0.32% | 0.44% | 0.59% | Q4 2013 | Q3 2018 | 7 |
Impala Asset Management LLC | 6 | 1 | 0.10% | 1.44% | 2.87% | Q1 2014 | Q4 2015 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 5 | 2 | 0.19% | 1.25% | 1.86% | Q2 2015 | Q4 2017 | 7 |
Quinn Opportunity Partners LLC | 7 | 7 | 1.72% | 4.37% | 12.60% | Q4 2016 | Q2 2018 | 7 |
Totem Point Management, LLC | 7 | 7 | 2.72% | 9.29% | 17.87% | Q4 2018 | Q2 2020 | 7 |
Tyers Asset Management LLC | 4 | 3 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 7 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.02% | 0.02% | 0.05% | Q4 2014 | Q3 2017 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HighVista Strategies LLC | 7 | 7 | 1.74% | 3.11% | 4.74% | Q4 2016 | Q2 2018 | 7 |
Benson Investment Management Company, Inc. | 4 | 1 | 1.76% | 1.98% | 2.26% | Q4 2016 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Lifeworks Advisors, LLC | 5 | 2 | 0.38% | 0.51% | 0.59% | Q4 2021 | Q3 2023 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 7 | 1.16% | 3.05% | 3.80% | Q4 2015 | Q2 2017 | 7 |
Beech Hill Advisors, Inc. | 7 | 7 | 0.15% | 0.33% | 0.60% | Q3 2014 | Q1 2016 | 7 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q1 2015 | Q1 2019 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
EFG Asset Management (North America) Corp. | 7 | 7 | 0.11% | 0.21% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Daiwa SB Investments Ltd. | 7 | 7 | 0.22% | 0.35% | 0.62% | Q1 2014 | Q3 2015 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 7 |
MORGENS WATERFALL VINTIADIS & CO INC | 7 | 7 | 1.25% | 3.15% | 4.41% | Q1 2014 | Q3 2015 | 7 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 7 |
LYRICAL ASSET MANAGEMENT LP | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 7 |
BSW Wealth Partners | 4 | 3 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 7 |
MYCIO WEALTH PARTNERS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 7 |
Arcus Capital Partners, LLC | 5 | 2 | 0.00% | 0.19% | 0.42% | Q4 2020 | Q3 2023 | 7 |
Neuburgh Advisers LLC | 4 | 3 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2019 | 7 |
Stanford Investment Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Alta Park Capital, LP | 4 | 3 | 1.46% | 2.96% | 6.24% | Q4 2015 | Q1 2021 | 7 |
FinTrust Capital Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.22% | Q2 2020 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.09% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 7 |
EULAV Asset Management | 4 | 3 | 0.27% | 0.40% | 0.57% | Q1 2016 | Q2 2019 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Redwood Investments, LLC | 3 | 2 | 1.12% | 1.37% | 2.12% | Q2 2013 | Q3 2020 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.06% | 0.40% | 1.26% | Q2 2014 | Q2 2017 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.29% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 3 | 0.00% | 0.07% | 0.23% | Q2 2021 | Q3 2023 | 7 |
SYNTAX ADVISORS, LLC | 5 | 2 | 0.18% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.09% | 0.14% | 0.17% | Q3 2020 | Q1 2022 | 7 |
Bremer Bank National Association | 6 | 1 | 0.02% | 0.53% | 0.74% | Q1 2019 | Q3 2023 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 3 | 0.19% | 1.00% | 2.09% | Q3 2016 | Q1 2020 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q2 2021 | 7 |
Manikay Partners, LLC | 7 | 7 | 6.02% | 8.26% | 9.97% | Q4 2016 | Q2 2018 | 7 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2021 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.06% | 0.81% | 1.36% | Q3 2016 | Q1 2018 | 7 |
Onex Canada Asset Management Inc. | 6 | 1 | 0.18% | 1.59% | 2.76% | Q4 2014 | Q1 2018 | 7 |
Crescent Grove Advisors, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Pearl River Capital, LLC | 3 | 2 | 0.19% | 0.43% | 0.95% | Q4 2020 | Q4 2022 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.10% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.08% | 0.21% | 0.44% | Q3 2013 | Q3 2018 | 7 |
BANQUE PICTET & CIE SA | 3 | 2 | 0.00% | 0.12% | 0.29% | Q4 2014 | Q2 2022 | 7 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.08% | 0.11% | Q2 2016 | Q2 2023 | 7 |
Redwood Investment Management, LLC | 4 | 3 | 0.20% | 0.33% | 0.42% | Q4 2017 | Q4 2019 | 7 |
Sandell Asset Management Corp. | 7 | 7 | 3.08% | 5.51% | 8.06% | Q4 2016 | Q2 2018 | 7 |
One Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.50% | 0.89% | Q4 2018 | Q4 2022 | 7 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.03% | 0.30% | 0.39% | Q4 2015 | Q2 2017 | 7 |
NORTHERN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.19% | 0.71% | 1.27% | Q2 2017 | Q4 2018 | 7 |
Alpha DNA Investment Management LLC | 4 | 1 | 0.01% | 0.74% | 1.16% | Q4 2020 | Q2 2023 | 7 |
B. Riley Wealth Management, Inc. | 5 | 2 | 0.06% | 0.39% | 0.87% | Q1 2014 | Q4 2015 | 7 |
SPINNAKER TRUST | 6 | 1 | 0.13% | 0.28% | 0.38% | Q4 2014 | Q3 2016 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Amica Retiree Medical Trust | 7 | 7 | 0.17% | 0.26% | 0.32% | Q2 2016 | Q4 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Virtus ETF Advisers LLC | 5 | 2 | 0.00% | 0.15% | 0.55% | Q1 2019 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
NICOLET BANKSHARES INC | 3 | 1 | 0.05% | 0.11% | 0.27% | Q3 2016 | Q3 2023 | 7 |
MONROE BANK & TRUST/MI | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Sound View Wealth Advisors Group, LLC | 4 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q2 2021 | 7 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 6 |
Appaloosa Management | 6 | 6 | 1.34% | 3.76% | 6.98% | Q3 2014 | Q4 2015 | 6 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 6 | 6 | 0.67% | 1.93% | 2.75% | Q3 2014 | Q4 2015 | 6 |
WELCH & FORBES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 6 |
SALZHAUER MICHAEL | 6 | 6 | 0.14% | 0.22% | 0.30% | Q4 2014 | Q1 2016 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 1 | 0.04% | 0.10% | 0.14% | Q4 2018 | Q4 2023 | 6 |
HOWARD CAPITAL MANAGEMENT | 4 | 2 | 1.43% | 1.57% | 1.77% | Q1 2016 | Q4 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2018 | 6 |
VIKING GLOBAL INVESTORS LP | 3 | 1 | 0.22% | 1.00% | 1.90% | Q1 2014 | Q2 2019 | 6 |
DG CAPITAL MANAGEMENT INC | 6 | 6 | 1.41% | 1.93% | 2.21% | Q1 2014 | Q2 2015 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 1 | 0.69% | 0.80% | 0.95% | Q4 2013 | Q4 2018 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
DE BURLO GROUP INC | 6 | 6 | 0.63% | 1.71% | 2.86% | Q4 2014 | Q1 2016 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 6 | 1.43% | 2.01% | 2.38% | Q2 2022 | Q3 2023 | 6 |
GENESEE VALLEY TRUST CO | 6 | 6 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q3 2014 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.28% | 0.59% | Q4 2013 | Q1 2015 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.07% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Alkeon Capital Management | 6 | 6 | 0.08% | 0.14% | 0.24% | Q3 2019 | Q4 2020 | 6 |
JET CAPITAL INVESTORS L P | 2 | 1 | 1.28% | 2.37% | 3.81% | Q4 2017 | Q3 2018 | 6 |
Hills Bank & Trust Co | 6 | 6 | 0.22% | 0.29% | 0.35% | Q4 2015 | Q1 2017 | 6 |
Pier Capital, LLC | 6 | 6 | 0.08% | 0.09% | 0.13% | Q2 2014 | Q3 2015 | 6 |
Southpoint Capital Advisors LP | 5 | 1 | 2.73% | 6.38% | 8.25% | Q3 2018 | Q1 2020 | 6 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2017 | 6 |
Platinum Management (NY) LLC | 6 | 6 | 1.17% | 3.62% | 7.05% | Q2 2013 | Q3 2014 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.09% | 0.18% | Q4 2015 | Q4 2021 | 6 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.29% | 0.90% | 2.49% | Q1 2014 | Q3 2020 | 6 |
Hanson & Doremus Investment Management | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 6 |
GHP Investment Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2020 | 6 |
3G Capital Partners | 6 | 6 | 2.34% | 2.69% | 3.36% | Q2 2013 | Q3 2014 | 6 |
First Heartland Consultants, Inc. | 4 | 2 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q4 2021 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 1.19% | 1.43% | 1.61% | Q3 2016 | Q4 2017 | 6 |
Eventide Asset Management | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 6 |
Senator Investment Group LP | 5 | 1 | 1.00% | 1.36% | 1.61% | Q1 2014 | Q3 2016 | 6 |
Biondo Investment Advisors, LLC | 6 | 6 | 0.07% | 0.63% | 0.88% | Q2 2016 | Q3 2017 | 6 |
NorthCoast Asset Management LLC | 5 | 1 | 0.12% | 0.16% | 0.25% | Q2 2013 | Q3 2015 | 6 |
DRW Securities, LLC | 2 | 1 | 0.00% | 0.07% | 0.36% | Q3 2014 | Q3 2023 | 6 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.03% | 0.19% | 0.49% | Q3 2014 | Q3 2018 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 6 |
SkyTop Capital Management LLC | 3 | 3 | 0.69% | 4.83% | 13.05% | Q2 2017 | Q4 2018 | 6 |
Jericho Capital Asset Management L.P. | 3 | 1 | 1.52% | 6.43% | 17.82% | Q1 2016 | Q2 2022 | 6 |
MKP Capital Management, L.L.C. | 5 | 5 | 0.51% | 1.86% | 4.87% | Q2 2017 | Q2 2018 | 6 |
Corvex Management LP | 4 | 4 | 0.46% | 3.62% | 10.50% | Q4 2017 | Q3 2018 | 6 |
Invictus RG Pte. Ltd. | 5 | 1 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q3 2015 | 6 |
AMF Tjanstepension AB | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 4 | 2 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q1 2022 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.14% | 0.61% | 1.28% | Q2 2022 | Q3 2023 | 6 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.74% | 2.74% | 6.48% | Q2 2017 | Q2 2021 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2019 | 6 |
Hood River Capital Management LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Alaska Permanent Fund Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Tourbillon Capital Partners, L.P. | 3 | 2 | 0.53% | 1.71% | 2.24% | Q2 2014 | Q3 2015 | 6 |
AO Asset Management, LP | 6 | 6 | 0.52% | 0.95% | 1.67% | Q4 2020 | Q1 2022 | 6 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
First Trust Capital Management L.P. | 6 | 6 | 1.22% | 8.14% | 14.82% | Q1 2017 | Q2 2018 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 6 |
Quad Capital Management Advisors LLC | 4 | 4 | 0.27% | 10.33% | 19.72% | Q3 2017 | Q2 2018 | 6 |
Bayesian Capital Management, LP | 1 | 1 | 0.20% | 0.31% | 0.43% | Q2 2016 | Q3 2023 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 1.53% | 2.12% | Q4 2014 | Q1 2016 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q1 2016 | 6 |
Zions Bancorporation | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 6 |
Roble, Belko & Company, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 6 |
Opera Trading Capital | 5 | 1 | 0.08% | 0.68% | 1.62% | Q1 2016 | Q2 2018 | 6 |
Delaney Dennis R | 6 | 6 | 0.49% | 0.64% | 0.79% | Q4 2015 | Q1 2017 | 6 |
Cornerstone Financial Partners, LLC | 5 | 1 | 0.12% | 0.25% | 0.50% | Q4 2015 | Q2 2017 | 6 |
Folger Hill Asset Management LP | 6 | 6 | 1.10% | 2.16% | 4.15% | Q4 2016 | Q1 2018 | 6 |
Everett Capital Advisors UK LLP | 6 | 6 | 0.66% | 3.02% | 6.24% | Q1 2017 | Q2 2018 | 6 |
Triarii Capital Management LP | 4 | 4 | 0.38% | 9.20% | 14.85% | Q4 2017 | Q3 2018 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.02% | 0.14% | 0.19% | Q2 2017 | Q2 2023 | 6 |
Athos Capital Ltd | 6 | 6 | 6.85% | 18.93% | 43.74% | Q2 2017 | Q3 2018 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 1 | 0.01% | 0.04% | 0.21% | Q4 2017 | Q2 2020 | 6 |
Numen Capital LLP | 6 | 6 | 1.43% | 21.07% | 39.96% | Q1 2017 | Q2 2018 | 6 |
Point72 Europe (London) LLP | 2 | 1 | 0.24% | 2.14% | 5.06% | Q3 2017 | Q3 2023 | 6 |
Cordatus Wealth Management LLC | 4 | 2 | 0.38% | 1.29% | 2.73% | Q2 2020 | Q4 2021 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Shilanski & Associates, Inc. | 5 | 1 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 6 |
Affiance Financial, LLC | 5 | 1 | 0.02% | 0.09% | 0.11% | Q1 2021 | Q4 2022 | 6 |
Albar Capital Ltd | 2 | 1 | 0.52% | 3.11% | 6.90% | Q4 2020 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Canton Hathaway, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Woodline Partners LP | 2 | 1 | 0.08% | 0.79% | 1.70% | Q1 2020 | Q2 2023 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.42% | 0.94% | 1.54% | Q2 2013 | Q2 2015 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.36% | 0.39% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 4 | 2 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 6 |
Inspire Advisors, LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
XTX Topco Ltd | 3 | 3 | 0.06% | 0.17% | 0.32% | Q3 2021 | Q2 2023 | 6 |
44 WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.14% | 0.23% | Q4 2020 | Q2 2022 | 6 |
Codex Capital, L.L.C. | 6 | 6 | 0.63% | 1.26% | 1.85% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.14% | 0.19% | 0.25% | Q2 2021 | Q4 2022 | 6 |
Accel Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Robbins Farley | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Confluence Wealth Services, Inc. | 4 | 2 | 0.05% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 6 |
LGT Group Foundation | 6 | 6 | 0.16% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Quent Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 6 |
CNA FINANCIAL CORP | 3 | 3 | 0.29% | 0.55% | 0.72% | Q2 2017 | Q4 2018 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.28% | 0.61% | 0.87% | Q2 2014 | Q3 2015 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q3 2014 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
LOEWS CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 6 |
ARS Investment Partners, LLC | 5 | 1 | 0.00% | 1.79% | 2.70% | Q4 2020 | Q3 2022 | 6 |
CAMBIAR INVESTORS LLC | 6 | 6 | 3.81% | 4.58% | 5.72% | Q4 2018 | Q1 2020 | 6 |
LINCOLN CAPITAL CORP | 6 | 6 | 0.24% | 2.66% | 4.22% | Q4 2016 | Q1 2018 | 6 |
SUFFOLK CAPITAL MANAGEMENT LLC | 6 | 6 | 0.45% | 1.60% | 1.98% | Q3 2015 | Q4 2016 | 6 |
NBT BANK N A /NY | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2016 | Q3 2017 | 6 |
NIPPON LIFE INSURANCE CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
StoneX Group Inc. | 4 | 1 | 0.07% | 0.32% | 0.93% | Q2 2017 | Q1 2019 | 6 |
Frontier Wealth Management LLC | 5 | 5 | 0.08% | 0.12% | 0.14% | Q4 2014 | Q4 2015 | 5 |
Pratt Collard Advisory Partners LLC | 5 | 5 | 0.29% | 0.44% | 0.57% | Q2 2020 | Q2 2021 | 5 |
San Luis Wealth Advisors LLC | 5 | 5 | 0.12% | 0.43% | 0.95% | Q3 2022 | Q3 2023 | 5 |
GLG LLC | 2 | 1 | 0.00% | 0.12% | 0.45% | Q1 2014 | Q4 2017 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ENZI WEALTH | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Jackson Creek Investment Advisors LLC | 3 | 2 | 0.10% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Segantii Capital Management Ltd | 2 | 1 | 0.59% | 5.29% | 7.82% | Q3 2015 | Q2 2018 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Gerry Farber, LLC | 3 | 2 | 1.34% | 2.37% | 4.64% | Q2 2013 | Q3 2014 | 5 |
NuWave Investment Management, LLC | 3 | 1 | 0.01% | 0.40% | 1.36% | Q2 2020 | Q4 2021 | 5 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q2 2016 | 5 |
Bain Capital Public Equity Management, LLC | 5 | 5 | 1.41% | 3.31% | 5.88% | Q1 2017 | Q1 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 5 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.04% | 0.07% | 0.15% | Q1 2021 | Q2 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
FIDUCIENT ADVISORS LLC | 4 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 5 |
Sicart Associates LLC | 3 | 2 | 0.71% | 1.57% | 2.28% | Q1 2019 | Q2 2020 | 5 |
PFM Health Sciences, LP | 2 | 1 | 0.38% | 0.99% | 2.29% | Q1 2019 | Q3 2020 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.00% | 0.54% | 1.46% | Q4 2014 | Q4 2015 | 5 |
WATERS PARKERSON & CO., LLC | 5 | 5 | 0.38% | 0.40% | 0.41% | Q3 2016 | Q3 2017 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.33% | 1.36% | Q4 2020 | Q2 2023 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2019 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.07% | 0.18% | Q3 2020 | Q3 2022 | 5 |
Corient Capital Partners, LLC | 3 | 1 | 0.02% | 0.07% | 0.30% | Q3 2016 | Q3 2022 | 5 |
Otter Creek Advisors, LLC | 2 | 1 | 0.00% | 0.75% | 1.42% | Q4 2015 | Q1 2023 | 5 |
Athanor Capital, LP | 3 | 1 | 0.01% | 5.80% | 11.92% | Q1 2018 | Q3 2020 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Knights of Columbus Asset Advisors LLC | 4 | 1 | 0.22% | 0.53% | 0.73% | Q1 2017 | Q1 2020 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q4 2018 | 5 |
Campbell & CO Investment Adviser LLC | 3 | 2 | 0.06% | 0.13% | 0.29% | Q1 2022 | Q2 2023 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.10% | 0.17% | 0.30% | Q3 2015 | Q3 2016 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AHL Partners LLP | 3 | 2 | 0.03% | 0.06% | 0.11% | Q3 2014 | Q4 2016 | 5 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.06% | 0.27% | 0.52% | Q1 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.67% | 1.12% | 1.52% | Q4 2016 | Q4 2017 | 5 |
Versor Investments LP | 4 | 1 | 0.69% | 4.41% | 5.87% | Q4 2016 | Q2 2018 | 5 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.11% | 0.54% | 1.08% | Q4 2020 | Q1 2023 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 5 | 5 | 0.06% | 0.15% | 0.18% | Q2 2017 | Q2 2018 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q4 2015 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.57% | 0.63% | 0.74% | Q2 2019 | Q2 2020 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 5 | 0.38% | 0.45% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.05% | 0.15% | 0.34% | Q3 2015 | Q3 2016 | 5 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.57% | 0.82% | 1.20% | Q2 2014 | Q2 2015 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Human Investing LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
CANYON CAPITAL ADVISORS LLC | 3 | 2 | 0.09% | 0.62% | 1.54% | Q1 2017 | Q2 2018 | 5 |
Concentric Capital Strategies, LP | 4 | 4 | 0.34% | 0.69% | 1.12% | Q2 2022 | Q1 2023 | 5 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.28% | 0.35% | 0.38% | Q4 2020 | Q4 2021 | 5 |
Newbrook Capital Advisors LP | 2 | 1 | 1.31% | 4.28% | 9.47% | Q2 2014 | Q2 2021 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 2 | 0.17% | 0.24% | 0.32% | Q4 2021 | Q2 2023 | 5 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 5 |
Formidable Asset Management, LLC | 4 | 1 | 0.16% | 0.17% | 0.19% | Q2 2016 | Q3 2017 | 5 |
OneAscent Financial Services LLC | 4 | 1 | 0.24% | 0.34% | 0.62% | Q2 2019 | Q3 2020 | 5 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Hiddenite Capital Partners LP | 3 | 3 | 1.49% | 4.22% | 7.65% | Q2 2022 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q4 2023 | 5 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2017 | 5 |
HOLLAND CAPITAL MANAGEMENT LLC | 5 | 5 | 0.81% | 1.53% | 1.86% | Q1 2016 | Q1 2017 | 5 |
Carmignac Gestion | 3 | 2 | 0.01% | 0.96% | 1.43% | Q2 2020 | Q4 2022 | 5 |
WAFRA INC. | 5 | 5 | 1.09% | 1.27% | 1.52% | Q1 2022 | Q1 2023 | 5 |
Motley Fool Wealth Management, LLC | 3 | 3 | 0.30% | 0.36% | 0.42% | Q3 2016 | Q1 2017 | 5 |
Edmond de Rothschild (Europe) | 4 | 1 | 0.09% | 0.12% | 0.16% | Q2 2015 | Q3 2016 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 5 |
Vivaldi Capital Management LP | 3 | 2 | 0.21% | 4.83% | 12.74% | Q1 2017 | Q2 2018 | 5 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.00% | 0.06% | 0.20% | Q4 2014 | Q3 2016 | 5 |
SeaTown Holdings Pte. Ltd. | 5 | 5 | 0.56% | 1.73% | 2.93% | Q1 2020 | Q1 2021 | 5 |
Maso Capital Partners Ltd | 5 | 5 | 10.90% | 17.96% | 26.24% | Q2 2017 | Q2 2018 | 5 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.04% | 0.27% | 0.59% | Q1 2019 | Q3 2020 | 5 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.85% | 2.34% | 3.81% | Q1 2015 | Q3 2021 | 5 |
Coatue Management | 5 | 5 | 0.09% | 0.40% | 0.60% | Q3 2022 | Q3 2023 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SKBA CAPITAL MANAGEMENT LLC | 4 | 1 | 0.04% | 1.71% | 2.58% | Q4 2021 | Q3 2023 | 5 |
Peterson Wealth Services | 3 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.03% | 0.06% | 0.16% | Q1 2021 | Q1 2022 | 5 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 5 | 5 | 1.41% | 2.11% | 2.65% | Q4 2013 | Q4 2014 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 5 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.04% | 0.31% | 0.75% | Q2 2015 | Q3 2023 | 5 |
Columbus Hill Capital Management, L.P. | 2 | 1 | 0.08% | 1.12% | 3.30% | Q2 2013 | Q3 2018 | 5 |
STRATTON MANAGEMENT CO | 5 | 5 | 0.01% | 0.34% | 0.67% | Q4 2014 | Q4 2015 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.14% | 0.21% | 0.27% | Q3 2021 | Q3 2022 | 5 |
ENGINE NO. 1 LLC | 5 | 5 | 0.09% | 5.58% | 10.71% | Q4 2020 | Q4 2021 | 5 |
TIAA, FSB | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.31% | 0.35% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2018 | 5 |
TAM Capital Management Inc. | 5 | 5 | 0.34% | 4.24% | 7.67% | Q4 2017 | Q4 2018 | 5 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.86% | 2.55% | 3.38% | Q1 2015 | Q4 2017 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.08% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.59% | 0.92% | 1.07% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
First Eagle Investment Management, LLC | 3 | 2 | 0.04% | 0.13% | 0.30% | Q1 2015 | Q4 2017 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.06% | 0.26% | Q4 2020 | Q1 2022 | 5 |
Appaloosa LP | 3 | 1 | 0.07% | 1.17% | 2.88% | Q1 2016 | Q2 2018 | 5 |
Lucha Capital Management, LP | 3 | 1 | 2.07% | 3.21% | 4.85% | Q4 2016 | Q3 2019 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.29% | 0.69% | 1.14% | Q1 2019 | Q2 2022 | 5 |
Glaxis Capital Management, LLC | 1 | 1 | 1.43% | 4.63% | 7.08% | Q2 2014 | Q2 2020 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
HARVEY CAPITAL MANAGEMENT INC | 5 | 5 | 1.79% | 2.22% | 2.46% | Q3 2015 | Q3 2016 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.44% | 0.49% | 0.56% | Q4 2021 | Q4 2022 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 1.35% | 2.53% | Q4 2014 | Q4 2017 | 5 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 5 | 5 | 0.07% | 0.12% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.08% | 0.40% | Q2 2021 | Q1 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
STEADFAST ADVISORS LP | 4 | 4 | 0.32% | 1.00% | 1.35% | Q2 2014 | Q1 2015 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 4 | 0.02% | 0.09% | 0.19% | Q4 2018 | Q3 2019 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Schechter Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 4 | 4 | 0.31% | 1.00% | 1.36% | Q2 2014 | Q1 2015 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 4 | 4 | 0.59% | 1.20% | 1.51% | Q2 2013 | Q1 2014 | 4 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 4 | 4 | 2.45% | 2.97% | 3.81% | Q3 2014 | Q2 2015 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 4 |
BAIN CAPITAL INVESTORS LLC | 4 | 4 | 3.36% | 4.71% | 6.28% | Q2 2013 | Q1 2014 | 4 |
MARVIN & PALMER ASSOCIATES INC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SITTNER & NELSON, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Contour Asset Management LLC | 1 | 1 | 0.62% | 0.89% | 1.34% | Q2 2013 | Q3 2020 | 4 |
COASTLAND CAPITAL LLC | 4 | 4 | 1.89% | 3.29% | 4.94% | Q4 2016 | Q3 2017 | 4 |
INGALLS & SNYDER LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2020 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SNOW CAPITAL MANAGEMENT LP | 4 | 4 | 0.12% | 0.25% | 0.37% | Q3 2019 | Q2 2020 | 4 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Sachem Head Capital | 3 | 1 | 6.13% | 6.95% | 7.87% | Q3 2017 | Q4 2018 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 1.08% | 1.18% | 1.27% | Q3 2014 | Q2 2015 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.24% | 1.31% | 1.40% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Parkside Investments, LLC | 4 | 4 | 1.20% | 1.42% | 1.57% | Q1 2017 | Q4 2017 | 4 |
Financial Connections Group, Inc. | 3 | 1 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q2 2023 | 4 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2022 | 4 |
SCOPIA CAPITAL MANAGEMENT LP | 3 | 1 | 3.88% | 4.73% | 6.64% | Q4 2018 | Q4 2019 | 4 |
Rossmore Private Capital | 4 | 4 | 0.10% | 0.24% | 0.39% | Q4 2017 | Q3 2018 | 4 |
CANTILLON CAPITAL MANAGEMENT LLC | 4 | 4 | 3.82% | 3.91% | 4.03% | Q3 2016 | Q2 2017 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.74% | 0.84% | 0.92% | Q4 2013 | Q3 2014 | 4 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q2 2022 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Supplemental Annuity Collective Trust of NJ | 4 | 4 | 0.18% | 0.25% | 0.30% | Q2 2018 | Q1 2019 | 4 |
Advisor Resource Council | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 1 | 0.00% | 0.07% | 0.14% | Q2 2014 | Q3 2015 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Tairen Capital Ltd | 2 | 1 | 0.08% | 2.54% | 6.21% | Q3 2019 | Q4 2021 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q4 2017 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2022 | 4 |
AlphaOne Investment Services, LLC | 2 | 1 | 0.29% | 1.28% | 2.65% | Q2 2014 | Q4 2019 | 4 |
Anandar Capital Management LP | 3 | 3 | 0.57% | 2.06% | 2.78% | Q1 2015 | Q3 2015 | 4 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.24% | 0.46% | 0.82% | Q4 2016 | Q4 2018 | 4 |
Whitnell & Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
CARL DOMINO INC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2015 | Q3 2016 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.58% | 1.40% | Q3 2021 | Q2 2023 | 4 |
F/M Investments LLC | 3 | 1 | 1.46% | 1.63% | 1.72% | Q2 2021 | Q2 2022 | 4 |
Fore Research & Management, LP | 3 | 1 | 0.27% | 1.65% | 3.46% | Q4 2014 | Q2 2017 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.05% | 0.23% | 0.50% | Q4 2020 | Q1 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.05% | 0.10% | 0.12% | Q2 2016 | Q1 2017 | 4 |
Ranger Investment Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.63% | 1.07% | 1.90% | Q1 2014 | Q2 2015 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.10% | 0.38% | 0.91% | Q3 2015 | Q3 2018 | 4 |
Cassady Schiller Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Decatur Capital Management, Inc. | 3 | 1 | 0.20% | 0.29% | 0.39% | Q4 2014 | Q4 2016 | 4 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 1.11% | 1.27% | 1.45% | Q1 2015 | Q4 2015 | 4 |
Cornerstone Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Anchor Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 4 |
DC Investments Management, LLC | 4 | 4 | 0.22% | 0.36% | 0.50% | Q4 2017 | Q3 2018 | 4 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 1.01% | 2.39% | 5.09% | Q3 2014 | Q4 2017 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
GILL CAPITAL PARTNERS, LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q4 2023 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q2 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 1.30% | 1.59% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Ardevora Asset Management LLP | 3 | 1 | 0.72% | 0.78% | 0.82% | Q4 2021 | Q4 2022 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hamilton Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Old North State Trust, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 4 |
GOODWIN DANIEL L | 2 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.18% | 0.30% | 0.40% | Q4 2014 | Q3 2015 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 4 |
IMPACTfolio, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q4 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.45% | 0.49% | 0.51% | Q4 2021 | Q3 2022 | 4 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
Jetstream Capital LLC | 2 | 1 | 0.02% | 0.16% | 0.48% | Q2 2014 | Q3 2015 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 4 | 4 | 1.39% | 1.43% | 1.47% | Q1 2015 | Q4 2015 | 4 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.15% | 0.17% | 0.20% | Q4 2014 | Q4 2015 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.38% | 0.49% | 0.80% | Q2 2018 | Q1 2019 | 4 |
Lantz Financial LLC | 4 | 4 | 0.88% | 0.98% | 1.08% | Q1 2019 | Q4 2019 | 4 |
Myriad Asset Management Ltd. | 2 | 1 | 0.10% | 0.22% | 0.37% | Q1 2015 | Q2 2018 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.14% | 0.25% | 0.41% | Q4 2018 | Q2 2022 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Smithwood Advisers, L.P. | 4 | 4 | 0.38% | 1.85% | 2.50% | Q2 2013 | Q1 2014 | 4 |
Moors & Cabot, Inc. | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2015 | Q3 2016 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q1 2014 | 4 |
INSTITUTIONAL CAPITAL LLC | 4 | 4 | 0.62% | 0.82% | 1.09% | Q1 2016 | Q4 2016 | 4 |
Kite Lake Capital Management (UK) LLP | 4 | 4 | 6.26% | 18.99% | 40.58% | Q4 2017 | Q3 2018 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.05% | 0.21% | 0.33% | Q3 2015 | Q2 2016 | 4 |
Ferris Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.14% | 0.22% | 0.31% | Q3 2021 | Q2 2022 | 4 |
Duquesne Family Office | 2 | 1 | 0.05% | 0.73% | 1.53% | Q1 2014 | Q4 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q4 2020 | 4 |
Honeycomb Asset Management LP | 3 | 1 | 0.73% | 2.09% | 4.06% | Q4 2017 | Q4 2020 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.29% | 0.82% | 1.07% | Q4 2019 | Q2 2022 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CYPRESS FUNDS LLC | 2 | 2 | 0.33% | 2.02% | 4.93% | Q3 2016 | Q4 2016 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.15% | 0.22% | 0.36% | Q4 2020 | Q4 2022 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 4 |
Whale Rock Capital Management | 3 | 1 | 1.20% | 2.16% | 2.86% | Q1 2015 | Q4 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bedell Frazier Investment Counselling, LLC | 3 | 1 | 0.37% | 0.87% | 1.17% | Q3 2018 | Q2 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.15% | 1.44% | 2.11% | Q2 2017 | Q1 2018 | 4 |
Pekin Hardy Strauss, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2021 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 4 | 4 | 0.73% | 1.39% | 2.18% | Q2 2014 | Q1 2015 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Cinctive Capital Management LP | 2 | 2 | 0.07% | 0.47% | 1.29% | Q2 2020 | Q3 2022 | 4 |
JOHN G ULLMAN & ASSOCIATES INC | 4 | 4 | 0.08% | 0.19% | 0.40% | Q4 2014 | Q3 2015 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q2 2019 | Q1 2020 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.33% | 0.51% | Q2 2016 | Q2 2022 | 4 |
Espalier Global Management LLC | 3 | 1 | 0.33% | 0.80% | 2.04% | Q3 2013 | Q3 2016 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.44% | 0.49% | 0.60% | Q2 2019 | Q1 2023 | 4 |
Kohlberg Kravis Roberts & Co. L.P. | 4 | 4 | 8.21% | 13.67% | 19.44% | Q2 2013 | Q1 2014 | 4 |
Ibex Investors LLC | 4 | 4 | 0.25% | 0.54% | 1.12% | Q2 2020 | Q1 2021 | 4 |
PHYSICIANS FINANCIAL SERVICES, INC. | 3 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2016 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.18% | 0.30% | 0.41% | Q4 2014 | Q3 2015 | 4 |
Balter Liquid Alternatives, LLC | 4 | 4 | 0.23% | 0.63% | 1.16% | Q3 2018 | Q2 2019 | 4 |
Heard Capital LLC | 4 | 4 | 0.15% | 0.98% | 2.11% | Q4 2019 | Q3 2020 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Granahan Investment Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.64% | 0.67% | 0.71% | Q4 2015 | Q3 2016 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.37% | 0.46% | 0.66% | Q4 2021 | Q3 2022 | 4 |
SMITH, MOORE & CO. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.25% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
TRADITION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.36% | 0.42% | 0.51% | Q2 2018 | Q1 2019 | 4 |
SteelPeak Wealth, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Emerging Global Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2014 | Q2 2015 | 4 |
Kepos Capital LP | 2 | 2 | 0.33% | 3.72% | 10.28% | Q1 2018 | Q1 2019 | 4 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 4 | 4 | 1.84% | 2.29% | 2.54% | Q4 2015 | Q3 2016 | 4 |
CROFT-LEOMINSTER INC | 4 | 4 | 0.66% | 0.72% | 0.75% | Q3 2016 | Q2 2017 | 4 |
Fulcrum Capital LLC | 4 | 4 | 1.85% | 2.01% | 2.45% | Q4 2017 | Q3 2018 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.01% | 0.16% | 0.25% | Q1 2020 | Q2 2021 | 4 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 4 | 0.23% | 0.69% | 2.00% | Q3 2018 | Q2 2019 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 3.13% | 3.42% | 3.88% | Q4 2017 | Q3 2018 | 4 |
SIGMA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.15% | 0.21% | Q2 2013 | Q1 2014 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 1.45% | 5.66% | Q1 2014 | Q4 2016 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Shinko Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2016 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.27% | 0.64% | Q4 2021 | Q1 2023 | 4 |
Gardiner Nancy B | 4 | 4 | 0.63% | 0.69% | 0.74% | Q3 2016 | Q2 2017 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TDAM USA INC. | 4 | 4 | 0.82% | 1.33% | 1.55% | Q4 2015 | Q3 2016 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 1.22% | 1.69% | 2.53% | Q4 2014 | Q3 2015 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Capital Market Strategies LLC | 3 | 1 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q4 2023 | 4 |
EnTrust Global Partners Offshore LP | 4 | 4 | 2.33% | 2.83% | 3.31% | Q4 2017 | Q3 2018 | 4 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.56% | 2.98% | 6.16% | Q4 2016 | Q4 2017 | 4 |
Karamaan Group, LLC | 3 | 1 | 1.26% | 2.84% | 7.20% | Q4 2013 | Q3 2015 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.45% | 0.84% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Forum Financial Management, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.10% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Herald Investment Management Ltd | 4 | 4 | 0.10% | 0.20% | 0.32% | Q2 2019 | Q1 2020 | 4 |
STF Management LP | 4 | 4 | 0.36% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.13% | 0.24% | Q1 2014 | Q2 2016 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 1.04% | 1.74% | 2.14% | Q4 2013 | Q1 2015 | 4 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Crescent Park Management, L.P. | 3 | 3 | 2.90% | 4.17% | 6.02% | Q1 2016 | Q3 2016 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.08% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Coe Capital Management, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cerro Pacific Wealth Advisors LLC | 3 | 3 | 0.14% | 0.19% | 0.22% | Q3 2022 | Q1 2023 | 3 |
EVEREST CAPITAL LLC | 3 | 3 | 2.72% | 3.52% | 4.50% | Q2 2014 | Q4 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Loeb Offshore Management LP | 3 | 3 | 0.42% | 0.73% | 1.23% | Q3 2013 | Q1 2014 | 3 |
Anson Funds Management LP | 2 | 1 | 0.75% | 2.09% | 3.80% | Q3 2015 | Q2 2016 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.04% | 0.38% | 1.05% | Q3 2015 | Q2 2017 | 3 |
Golden State Equity Partners | 3 | 3 | 0.20% | 0.36% | 0.50% | Q4 2020 | Q2 2021 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.16% | 0.18% | 0.22% | Q4 2020 | Q3 2021 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 1.24% | 1.31% | 1.38% | Q1 2023 | Q3 2023 | 3 |
EnTrustPermal Management LLC | 3 | 3 | 1.48% | 1.54% | 1.65% | Q1 2017 | Q3 2017 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2021 | 3 |
Waldron Private Wealth LLC | 2 | 1 | 0.08% | 0.11% | 0.12% | Q1 2015 | Q4 2015 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 0.26% | 0.30% | 0.32% | Q4 2022 | Q2 2023 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.69% | 0.90% | Q1 2022 | Q1 2022 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.24% | 0.66% | Q4 2014 | Q3 2018 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Arosa Capital Management LP | 3 | 3 | 0.93% | 1.15% | 1.45% | Q1 2023 | Q3 2023 | 3 |
SHELTON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beach Point Capital Management LP | 3 | 3 | 2.27% | 4.40% | 5.67% | Q2 2013 | Q4 2013 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.08% | 0.14% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
FT Options LLC | 2 | 2 | 0.00% | 0.16% | 0.48% | Q3 2016 | Q4 2016 | 3 |
Sylebra Capital Ltd | 3 | 3 | 2.21% | 4.77% | 7.24% | Q2 2016 | Q4 2016 | 3 |
Clear Sky Advisers, LLC | 2 | 1 | 0.42% | 1.37% | 2.01% | Q1 2022 | Q1 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q4 2021 | 3 |
RBF Capital, LLC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 3 |
Haafor (Singapore) Pte. Ltd. | 3 | 3 | 0.46% | 0.74% | 0.99% | Q4 2019 | Q2 2020 | 3 |
G2 Investment Partners Management LLC | 3 | 3 | 0.12% | 0.33% | 0.56% | Q4 2014 | Q2 2015 | 3 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 3 | 3 | 0.56% | 0.77% | 0.90% | Q4 2016 | Q2 2017 | 3 |
GLAZER CAPITAL, LLC | 1 | 1 | 0.00% | 0.49% | 1.16% | Q3 2015 | Q4 2018 | 3 |
TradeLink Capital LLC | 2 | 1 | 0.41% | 0.84% | 1.19% | Q2 2015 | Q1 2016 | 3 |
Blackcrane Capital, LLC | 3 | 3 | 13.80% | 19.06% | 24.83% | Q3 2018 | Q1 2019 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.04% | 0.12% | 0.21% | Q3 2014 | Q4 2020 | 3 |
PORTOLA GROUP INC /CA | 2 | 1 | 0.78% | 1.29% | 1.95% | Q3 2013 | Q3 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.70% | 0.86% | 0.99% | Q4 2014 | Q2 2015 | 3 |
Jafra Capital Management LP | 2 | 1 | 0.38% | 1.66% | 2.48% | Q4 2016 | Q2 2018 | 3 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.24% | 0.27% | 0.32% | Q1 2015 | Q2 2016 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.02% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
PRINCETON CAPITAL MANAGEMENT INC | 3 | 3 | 0.39% | 0.95% | 1.94% | Q2 2016 | Q4 2016 | 3 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.55% | 0.73% | 0.92% | Q2 2013 | Q1 2021 | 3 |
Intersect Capital LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q4 2021 | 3 |
Blume Capital Management, Inc. | 2 | 1 | 0.18% | 0.39% | 0.79% | Q3 2017 | Q3 2023 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.27% | 0.29% | 0.32% | Q1 2018 | Q3 2018 | 3 |
MASON CAPITAL MANAGEMENT LLC | 2 | 1 | 2.56% | 6.32% | 13.51% | Q3 2017 | Q2 2018 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 1 | 0.38% | 0.51% | 0.64% | Q3 2016 | Q4 2017 | 3 |
SPHINX TRADING, LP | 1 | 1 | 0.19% | 0.43% | 0.78% | Q4 2016 | Q4 2016 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.46% | 0.47% | 0.49% | Q3 2018 | Q1 2019 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 3 |
STONEHILL CAPITAL MANAGEMENT LLC | 3 | 3 | 3.00% | 3.30% | 3.53% | Q4 2017 | Q2 2018 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Addison Capital Co | 3 | 3 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q1 2019 | 3 |
Cerrano Capital Management LP | 1 | 1 | 2.74% | 4.09% | 5.11% | Q4 2017 | Q2 2018 | 3 |
Sustainable Insight Capital Management, LLC | 2 | 1 | 0.72% | 2.96% | 4.43% | Q2 2021 | Q1 2022 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2021 | Q3 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
MILES CAPITAL, INC. | 2 | 1 | 0.14% | 0.30% | 0.39% | Q1 2015 | Q2 2016 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2014 | Q2 2015 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LUMINUS MANAGEMENT LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q2 2021 | Q4 2021 | 3 |
CRITERION CAPITAL MANAGEMENT LLC | 2 | 1 | 0.42% | 0.88% | 1.41% | Q4 2014 | Q4 2016 | 3 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.17% | 0.34% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Cunning Capital Partners, LP | 3 | 3 | 0.99% | 1.08% | 1.14% | Q1 2022 | Q3 2022 | 3 |
Epoch Investment Partners, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2019 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Atom Investors LP | 1 | 1 | 0.17% | 0.48% | 0.82% | Q1 2019 | Q3 2023 | 3 |
A. D. Beadell Investment Counsel, Inc. | 2 | 1 | 0.14% | 0.31% | 0.63% | Q4 2019 | Q1 2022 | 3 |
Alpha Family Trust | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.10% | 0.15% | 0.23% | Q1 2021 | Q1 2022 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.34% | 1.05% | 2.36% | Q2 2017 | Q2 2018 | 3 |
Machina Capital S.A.S. | 2 | 1 | 0.00% | 0.22% | 0.59% | Q1 2019 | Q2 2021 | 3 |
First PREMIER Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.10% | 3.67% | 9.63% | Q2 2018 | Q3 2018 | 3 |
Watchman Group, Inc. | 3 | 3 | 1.38% | 1.52% | 1.64% | Q1 2023 | Q3 2023 | 3 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.66% | 1.16% | 1.42% | Q3 2013 | Q2 2015 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.06% | 0.14% | 0.20% | Q2 2013 | Q1 2014 | 3 |
Spectrum Financial Alliance Ltd LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 3 |
NWAM LLC | 1 | 1 | 0.02% | 0.05% | 0.11% | Q1 2015 | Q1 2022 | 3 |
Sepio Capital, LP | 1 | 1 | 0.06% | 0.15% | 0.21% | Q3 2021 | Q3 2022 | 3 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.08% | 0.23% | Q3 2018 | Q3 2023 | 3 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Semper Trust Co. | 2 | 1 | 0.81% | 0.88% | 0.94% | Q1 2015 | Q4 2015 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Alpha Wave Global, LP | 3 | 3 | 3.52% | 8.96% | 11.88% | Q3 2017 | Q1 2018 | 3 |
SNS Financial Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Trivest Advisors Ltd | 3 | 3 | 9.02% | 14.58% | 23.99% | Q4 2020 | Q2 2021 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q2 2021 | 3 |
DYMON ASIA CAPITAL LTD | 3 | 3 | 2.21% | 2.66% | 2.96% | Q1 2016 | Q3 2016 | 3 |
SOUTHPORT MANAGEMENT, L.L.C. | 3 | 3 | 1.44% | 1.79% | 2.19% | Q2 2016 | Q4 2016 | 3 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 3 |
Wahed Invest LLC | 2 | 1 | 0.27% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Burren Capital Advisors Ltd | 3 | 3 | 23.46% | 45.45% | 56.90% | Q1 2018 | Q3 2018 | 3 |
Maryland Capital Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.08% | 1.30% | 3.13% | Q4 2016 | Q4 2021 | 3 |
Pluribus Labs, LLC | 3 | 3 | 0.22% | 0.64% | 0.97% | Q4 2021 | Q2 2022 | 3 |
Arabesque Asset Management Ltd | 3 | 3 | 0.78% | 1.13% | 1.33% | Q3 2021 | Q1 2022 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Standard Investments LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 3 |
SOMA EQUITY PARTNERS LP | 3 | 3 | 3.08% | 5.31% | 6.59% | Q3 2018 | Q1 2019 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 1.87% | 2.20% | 2.61% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 3.66% | 4.06% | 4.56% | Q1 2015 | Q3 2015 | 3 |
Ignis Investment Services Ltd | 3 | 3 | 0.81% | 0.93% | 1.02% | Q4 2013 | Q2 2014 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q4 2023 | 3 |
Invenomic Capital Management LP | 3 | 3 | 0.29% | 0.63% | 1.22% | Q4 2019 | Q2 2020 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RDA Financial Network | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Crestline Management, LP | 2 | 1 | 0.63% | 0.84% | 1.06% | Q3 2016 | Q2 2020 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q3 2016 | 3 |
WISCONSIN CAPITAL MANAGEMENT LLC | 2 | 1 | 1.03% | 1.81% | 2.58% | Q3 2014 | Q4 2018 | 3 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2018 | 3 |
J.Safra Asset Management Corp | 2 | 1 | 0.00% | 0.15% | 0.26% | Q2 2016 | Q1 2022 | 3 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Olympiad Research LP | 3 | 3 | 0.29% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Aperture Investors, LLC | 3 | 3 | 1.18% | 1.78% | 2.90% | Q4 2019 | Q2 2020 | 3 |
Partners Group Holding AG | 3 | 3 | 6.64% | 18.43% | 24.72% | Q4 2015 | Q2 2016 | 3 |
Choate Investment Advisors | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 3 |
Appian Way Asset Management LP | 3 | 3 | 1.17% | 3.23% | 6.03% | Q4 2019 | Q2 2020 | 3 |
Silver Lake Group, L.L.C. | 3 | 3 | 26.89% | 28.90% | 32.81% | Q2 2013 | Q4 2013 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Carlyle Group Inc. | 3 | 3 | 8.72% | 10.73% | 12.26% | Q4 2015 | Q2 2016 | 3 |
Barrett Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 3 |
Single Point Partners, LLC | 3 | 3 | 0.06% | 0.20% | 0.46% | Q4 2022 | Q2 2023 | 3 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.30% | 0.61% | 0.97% | Q3 2016 | Q2 2018 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.53% | 1.64% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Dakota Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
MARSHALL WACE ASIA Ltd | 2 | 1 | 0.08% | 0.43% | 0.62% | Q1 2017 | Q3 2021 | 3 |
Crescent Capital Group LP | 3 | 3 | 0.32% | 11.47% | 18.82% | Q4 2013 | Q2 2014 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tilt Investment Management Holdings, PBC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.02% | 0.11% | 0.28% | Q1 2023 | Q3 2023 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q3 2016 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Standard Family Office LLC | 2 | 1 | 0.02% | 0.39% | 0.82% | Q4 2021 | Q3 2022 | 3 |
EDGE ASSET MANAGEMENT, INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2016 | Q1 2017 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.31% | 0.37% | 0.47% | Q4 2018 | Q2 2019 | 3 |
Veracity Capital LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 3 |
Wellspring Financial Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 3 |
Investment Management Corp of Ontario | 3 | 3 | 0.12% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Financial Partners Group, LLC | 3 | 3 | 0.54% | 0.68% | 0.93% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Catamount Wealth Management | 2 | 2 | 2.36% | 2.47% | 2.59% | Q1 2015 | Q2 2015 | 2 |
Ruggie Capital Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.17% | 0.20% | 0.24% | Q2 2016 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 5.77% | 7.18% | 8.59% | Q2 2018 | Q3 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Fort Baker Capital Management LP | 1 | 1 | 3.55% | 4.09% | 4.63% | Q4 2017 | Q2 2018 | 2 |
JT Stratford LLC | 2 | 2 | 0.92% | 1.03% | 1.14% | Q4 2016 | Q1 2017 | 2 |
Sovarnum Capital L.P. | 1 | 1 | 1.11% | 2.23% | 3.35% | Q4 2017 | Q2 2018 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2019 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ursa Fund Management, LLC | 2 | 2 | 0.54% | 1.50% | 2.46% | Q1 2018 | Q2 2018 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q3 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Polianta Ltd | 1 | 1 | 0.59% | 0.59% | 0.60% | Q3 2018 | Q1 2019 | 2 |
Blue Granite Capital, LLC | 2 | 2 | 0.68% | 0.69% | 0.71% | Q1 2017 | Q2 2017 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.41% | 0.43% | 0.45% | Q1 2014 | Q2 2014 | 2 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Sensato Investors LLC | 1 | 1 | 0.13% | 0.22% | 0.31% | Q2 2016 | Q2 2018 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.03% | 0.14% | 0.25% | Q4 2016 | Q1 2017 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Clearline Capital LP | 2 | 2 | 0.38% | 2.64% | 4.90% | Q3 2018 | Q4 2018 | 2 |
13D Management LLC | 2 | 2 | 3.94% | 4.30% | 4.66% | Q3 2017 | Q4 2017 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.14% | 0.28% | Q2 2021 | Q3 2022 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Orbis Investment Management (U.S.), L.P. | 2 | 2 | 0.96% | 1.04% | 1.14% | Q3 2018 | Q4 2018 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
HGC Investment Management Inc. | 2 | 2 | 3.89% | 4.16% | 4.43% | Q2 2017 | Q3 2017 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.02% | 0.25% | 0.49% | Q1 2015 | Q4 2019 | 2 |
JABODON PT CO | 1 | 1 | 3.57% | 4.23% | 4.89% | Q4 2017 | Q4 2018 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Riverview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fore Capital, LLC | 1 | 1 | 0.36% | 0.88% | 1.39% | Q2 2018 | Q4 2018 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2014 | Q1 2015 | 2 |
Parplus Partners | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 2 |
CAHABA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 2 |
Beryl Capital Management LLC | 1 | 1 | 0.46% | 2.03% | 3.60% | Q4 2017 | Q2 2018 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.01% | 0.40% | 0.80% | Q4 2017 | Q1 2018 | 2 |
KCL Capital, L.P. | 2 | 2 | 1.27% | 2.42% | 3.57% | Q2 2020 | Q3 2020 | 2 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.10% | 0.15% | Q2 2021 | Q1 2023 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.13% | 0.20% | 0.26% | Q4 2022 | Q1 2023 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 2.62% | 3.04% | 3.46% | Q4 2017 | Q2 2018 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 2.02% | 2.07% | 2.13% | Q1 2015 | Q2 2015 | 2 |
Diameter Capital Partners LP | 2 | 2 | 0.41% | 1.07% | 1.74% | Q2 2018 | Q3 2018 | 2 |
Neo Ivy Capital Management | 2 | 2 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q1 2019 | 2 |
Bank OZK | 2 | 2 | 0.66% | 0.78% | 0.91% | Q2 2023 | Q3 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.06% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 2 |
Optima Fund Management LLC | 1 | 1 | 1.90% | 1.92% | 1.95% | Q4 2018 | Q2 2019 | 2 |
Newman Dignan & Sheerar, Inc. | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2015 | Q2 2015 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 2 |
Provenire Capital, LLC | 2 | 2 | 1.43% | 1.90% | 2.37% | Q4 2019 | Q1 2020 | 2 |
Regent Investment Management LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2016 | Q4 2016 | 2 |
MQS Management LLC | 2 | 2 | 0.49% | 0.54% | 0.58% | Q1 2022 | Q2 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
GOLDEN GATE PRIVATE EQUITY, INC. | 2 | 2 | 28.10% | 28.11% | 28.12% | Q4 2015 | Q1 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 2 |
Zenit Asset Management AB | 2 | 2 | 0.54% | 0.82% | 1.09% | Q2 2014 | Q3 2014 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q1 2020 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.43% | 0.47% | 0.50% | Q3 2019 | Q4 2019 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Zhang Financial LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
RBA Wealth Management, LLC | 2 | 2 | 0.97% | 1.01% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q4 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.61% | 1.14% | Q4 2018 | Q1 2019 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q2 2021 | Q2 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.60% | 0.78% | 0.96% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Motley Fool Asset Management LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q4 2016 | Q1 2017 | 2 |
Optas, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.69% | 2.00% | 3.30% | Q1 2014 | Q1 2017 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.09% | 0.21% | 0.34% | Q2 2023 | Q3 2023 | 2 |
HERON FINANCIAL GROUP, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2021 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Meru Capital Group, LP | 1 | 1 | 0.36% | 50.18% | 100.00% | Q2 2013 | Q3 2018 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Bronson Point Management LLC | 1 | 1 | 3.22% | 4.53% | 5.85% | Q4 2018 | Q4 2019 | 2 |
Peak Ten Capital LLC | 2 | 2 | 2.74% | 2.78% | 2.82% | Q2 2013 | Q3 2013 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WD RUTHERFORD LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Value Star Asset Management (Hong Kong) Ltd | 2 | 2 | 0.96% | 1.14% | 1.32% | Q1 2021 | Q2 2021 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 3.48% | 3.58% | 3.68% | Q2 2014 | Q1 2015 | 2 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q4 2021 | 2 |
IronBridge Private Wealth, LLC | 1 | 1 | 1.80% | 2.05% | 2.31% | Q1 2021 | Q4 2021 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.29% | 0.34% | 0.39% | Q4 2020 | Q1 2021 | 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 2 | 2 | 1.18% | 1.19% | 1.20% | Q3 2018 | Q4 2018 | 2 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Clarity Financial LLC | 2 | 2 | 0.80% | 0.83% | 0.87% | Q1 2021 | Q2 2021 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q4 2019 | 2 |
CenterBook Partners LP | 1 | 1 | 0.09% | 0.15% | 0.21% | Q1 2022 | Q1 2023 | 2 |
RELATIONAL INVESTORS LLC | 2 | 2 | 3.54% | 3.66% | 3.79% | Q1 2014 | Q2 2014 | 2 |
JB Capital LLC | 2 | 2 | 0.26% | 0.49% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Calamos Wealth Management LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q4 2014 | 2 |
Kingdom Ridge Capital, LLC | 2 | 2 | 3.37% | 4.05% | 4.73% | Q4 2015 | Q1 2016 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Long Run Wealth Advisors, LLC | 2 | 2 | 0.73% | 0.78% | 0.84% | Q2 2023 | Q3 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.83% | 0.94% | 1.06% | Q4 2013 | Q1 2014 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STEPH & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SPRING CREEK CAPITAL LLC | 2 | 2 | 1.79% | 2.22% | 2.64% | Q2 2018 | Q3 2018 | 2 |
Corton Capital Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q2 2022 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Partner Investment Management, L.P. | 1 | 1 | 1.16% | 2.50% | 3.82% | Q1 2019 | Q3 2019 | 2 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Autumn Glory Partners, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.34% | 0.44% | 0.53% | Q4 2022 | Q1 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.23% | 0.45% | Q1 2017 | Q3 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q4 2018 | 2 |
Warther Private Wealth, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2013 | Q1 2014 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.22% | 0.30% | 0.38% | Q2 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.22% | 0.50% | 0.79% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.27% | 0.32% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.99% | 1.02% | 1.04% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ACUITY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.05% | 0.20% | 0.36% | Q2 2014 | Q3 2014 | 2 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2023 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q2 2015 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q2 2015 | 2 |
DEERE & CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.51% | 0.53% | 0.56% | Q3 2015 | Q4 2015 | 2 |
Man Investments Ltd | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q2 2014 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q3 2015 | Q4 2015 | 2 |
Scotia Institutional Investments US, LP | 2 | 2 | 13.72% | 17.66% | 21.61% | Q2 2013 | Q3 2013 | 2 |
Moab Capital Partners | 1 | 1 | 0.25% | 0.53% | 0.80% | Q1 2017 | Q1 2018 | 2 |
BALESTRA CAPITAL LTD. | 2 | 2 | 4.00% | 5.60% | 7.19% | Q3 2014 | Q4 2014 | 2 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Passport Capital, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2015 | Q3 2016 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 1.61% | 1.77% | 1.92% | Q2 2015 | Q3 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Westend Capital Management, LLC | 2 | 2 | 1.26% | 1.73% | 2.20% | Q2 2016 | Q3 2016 | 2 |
Senvest Management, LLC | 1 | 1 | 0.11% | 0.18% | 0.25% | Q2 2018 | Q4 2018 | 2 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 1.82% | 1.92% | 2.01% | Q2 2023 | Q3 2023 | 2 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Eton Park Capital Management, L.P. | 2 | 2 | 6.56% | 7.87% | 9.18% | Q4 2016 | Q1 2017 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q4 2016 | Q1 2017 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 1.16% | 1.26% | 1.35% | Q2 2023 | Q3 2023 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q1 2020 | Q4 2021 | 2 |
Context Capital Management, LLC | 2 | 2 | 1.02% | 1.07% | 1.13% | Q1 2018 | Q2 2018 | 2 |
Shannon River Fund Management LLC | 2 | 2 | 0.74% | 0.78% | 0.83% | Q4 2013 | Q1 2014 | 2 |
Skylands Capital, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Country Club Trust Company, n.a. | 1 | 1 | 0.12% | 0.13% | 0.15% | Q3 2014 | Q3 2016 | 2 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.19% | 1.73% | 2.26% | Q3 2014 | Q3 2020 | 2 |
OAKTREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.19% | 0.21% | 0.24% | Q3 2018 | Q4 2018 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.36% | 0.38% | 0.41% | Q1 2015 | Q2 2015 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 1.16% | 1.22% | 1.27% | Q1 2015 | Q1 2016 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
KING STREET CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.73% | 1.74% | 1.74% | Q3 2018 | Q4 2018 | 2 |
HARBOURVEST PARTNERS LLC | 2 | 2 | 6.03% | 6.41% | 6.79% | Q4 2015 | Q1 2016 | 2 |
ALBERT D MASON INC | 2 | 2 | 0.23% | 0.44% | 0.64% | Q4 2014 | Q1 2015 | 2 |
Pennant Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2017 | Q3 2017 | 2 |
CLEARARC CAPITAL INC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2014 | Q4 2014 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.94% | 1.14% | 1.34% | Q3 2015 | Q4 2015 | 2 |
JANA PARTNERS LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q1 2016 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2019 | Q2 2019 | 2 |
FACTORY MUTUAL INSURANCE CO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q1 2019 | 2 |
PAYDEN & RYGEL | 2 | 2 | 1.40% | 1.43% | 1.46% | Q1 2019 | Q2 2019 | 2 |
DAVIDSON & GARRARD INC | 2 | 2 | 0.06% | 0.12% | 0.19% | Q2 2016 | Q3 2016 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Renasant Bank | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q2 2021 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.23% | 0.29% | 0.35% | Q1 2023 | Q3 2023 | 2 |
ARISTEIA CAPITAL, L.L.C. | 2 | 2 | 0.15% | 0.19% | 0.24% | Q2 2016 | Q3 2016 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLG INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DF DENT & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2021 | Q1 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2015 | Q2 2015 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2014 | Q2 2014 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2017 | Q4 2017 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 9.71% | 9.71% | 9.71% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2014 | Q3 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2014 | Q2 2014 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 3.39% | 3.39% | 3.39% | Q2 2017 | Q2 2017 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 4.28% | 4.28% | 4.28% | Q1 2021 | Q1 2021 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
Blackstone Inc. | 1 | 1 | 4.01% | 4.01% | 4.01% | Q2 2016 | Q2 2016 | 1 |
FCF Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2014 | Q3 2014 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Hexavest Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
OFI Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 4.05% | 4.05% | 4.05% | Q1 2019 | Q1 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Potrero Capital Research LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2018 | Q2 2018 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lee Capital Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2022 | Q1 2022 | 1 |
SEARLE & CO. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
No Street GP LP | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2020 | Q1 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Blue Grotto Capital, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2019 | Q4 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q1 2015 | Q1 2015 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Russell Clark Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Soviero Asset Management, LP | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2023 | Q1 2023 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Wilshire Advisors LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q1 2016 | Q1 2016 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Fondren Management LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2018 | Q2 2018 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Invictus RG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
Old Port Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 14.50% | 14.50% | 14.50% | Q2 2018 | Q2 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.38% | 3.38% | 3.38% | Q1 2014 | Q1 2014 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2015 | Q3 2015 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2018 | Q3 2018 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2015 | Q1 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Merewether Investment Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2015 | Q4 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Litespeed Management, L.L.C. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2017 | Q3 2017 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2019 | Q1 2019 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2021 | Q1 2021 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2013 | Q2 2013 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2014 | Q4 2014 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
black-and-white Capital LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2021 | Q1 2021 | 1 |
GoldenTree Asset Management | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2017 | Q4 2017 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Tech Square Trading LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2019 | Q1 2019 | 1 |
TLWM | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Warlander Asset Management, LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 4.74% | 4.74% | 4.74% | Q4 2017 | Q4 2017 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2016 | Q1 2016 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2015 | Q3 2015 | 1 |
Kavi Asset Management, LP | 1 | 1 | 3.93% | 3.93% | 3.93% | Q3 2016 | Q3 2016 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2019 | Q2 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Holistic Financial Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Thrax Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2016 | Q3 2016 | 1 |
Keystone Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2018 | Q2 2018 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2016 | Q1 2016 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
WIM Asset Management (HK) Ltd | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2017 | Q4 2017 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 4.91% | 4.91% | 4.91% | Q4 2019 | Q4 2019 | 1 |
KALMAR INVESTMENTS INC /DE/ | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2015 | Q4 2015 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
Shellback Capital, LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Union Point Advisors, LLC | 1 | 1 | 6.62% | 6.62% | 6.62% | Q1 2015 | Q1 2015 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2014 | Q3 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Islet Management, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2019 | Q2 2019 | 1 |
Micawber Capital, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2017 | Q1 2017 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2022 | Q2 2022 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2018 | Q2 2018 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SORA INVESTORS LLC | 1 | 1 | 8.03% | 8.03% | 8.03% | Q4 2021 | Q4 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2018 | Q4 2018 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2013 | Q2 2013 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2022 | Q1 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2015 | Q2 2015 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Think Investments LP | 1 | 1 | 7.31% | 7.31% | 7.31% | Q4 2017 | Q4 2017 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2022 | Q3 2022 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MY.Alpha Management HK Advisors Ltd | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2022 | Q2 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2020 | Q3 2020 | 1 |
Archer Capital Management, L.P. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2018 | Q2 2018 | 1 |
MRA Advisory Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Millington Financial Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Astrantus Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
CastleKnight Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WP Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Sanders Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2019 | Q3 2019 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own NXP SEMICONDUCTORS N V or have owned NXP SEMICONDUCTORS N V in the past.