Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 33 |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 21 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 20 |
WOLVERINE TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 15 |
HAP Trading, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 14 |
CWM, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 14 |
Sculptor Capital LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 11 | 0.01% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sylebra Capital Ltd | 11 | 11 | 1.10% | 3.83% | 6.65% | Q1 2021 | Q3 2023 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Your Advocates Ltd., LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Yakira Capital Management, Inc. | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Nuveen Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Legal & General Group Plc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ionic Capital Management LLC | 7 | 7 | 0.00% | 0.04% | 0.15% | Q2 2021 | Q4 2022 | 10 |
VANGUARD GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RHUMBLINE ADVISERS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Magnetar Financial LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STATE STREET CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Cubist Systematic Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BBR PARTNERS, LLC | 9 | 9 | 0.02% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA ADVISERS, LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bienville Capital Management, LLC | 9 | 9 | 0.01% | 0.12% | 0.34% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ProShare Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Rafferty Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMALGAMATED BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Asset Management Co., Ltd. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Itau Unibanco Holding S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Utah Retirement Systems | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Canaan Partners XI LLC | 8 | 8 | 12.40% | 21.02% | 36.00% | Q4 2021 | Q3 2023 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
DIMENSIONAL FUND ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Swiss National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Arizona State Retirement System | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Perennial Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
JANUS HENDERSON GROUP PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HAMILTON LANE ADVISORS LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Navigation Wealth Management, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Carmignac Gestion | 5 | 5 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Game Plan Financial Advisors, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Cypress Point Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q1 2023 | 4 |
State of Wyoming | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 4 |
MBL Wealth, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.01% | 0.17% | 0.28% | Q1 2021 | Q2 2021 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 3 |
MCF Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Engineers Gate Manager LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIFTHDELTA Ltd | 3 | 3 | 0.73% | 1.06% | 1.25% | Q4 2021 | Q2 2022 | 3 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Senvest Management, LLC | 3 | 3 | 0.28% | 0.34% | 0.42% | Q1 2021 | Q3 2021 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2022 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 3 |
STRS OHIO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Atom Investors LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NISA INVESTMENT ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.06% | 0.12% | 0.18% | Q2 2021 | Q4 2021 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Monashee Investment Management LLC | 2 | 2 | 0.32% | 0.38% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
MQS Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 2.66% | 2.66% | 2.66% | Q2 2021 | Q2 2021 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Polarity Investment Partners LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Tesco Pension Investment Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carlson Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SYLEBRA CAPITAL LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own AEVA TECHNOLOGIES INC or have owned AEVA TECHNOLOGIES INC in the past.