Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 12 | 12 | 0.01% | 0.11% | 0.62% | Q4 2020 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 36 |
Citadel Advisors | 12 | 12 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 12 | 12 | 0.00% | 0.12% | 0.44% | Q4 2020 | Q3 2023 | 35 |
UBS Group AG | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 35 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.11% | 0.44% | Q4 2020 | Q3 2023 | 33 |
Squarepoint Ops LLC | 12 | 12 | 0.00% | 0.43% | 2.56% | Q4 2020 | Q3 2023 | 33 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 33 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.24% | 0.84% | Q4 2020 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 32 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 32 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 30 |
HAP Trading, LLC | 12 | 12 | 0.00% | 0.05% | 0.56% | Q4 2020 | Q3 2023 | 29 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 29 |
D. E. Shaw & Co., Inc. | 11 | 11 | 0.00% | 0.12% | 0.27% | Q1 2021 | Q3 2023 | 29 |
Walleye Trading LLC | 12 | 12 | 0.01% | 0.15% | 0.33% | Q4 2020 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 12 | 12 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 12 | 12 | 0.01% | 0.39% | 1.47% | Q4 2020 | Q3 2023 | 23 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 22 |
Creative Planning | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 12 | 12 | 0.00% | 0.08% | 0.24% | Q4 2020 | Q3 2023 | 21 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 3 | 0.00% | 0.04% | 0.24% | Q1 2021 | Q3 2023 | 20 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 7 | 0.02% | 0.09% | 0.21% | Q1 2022 | Q3 2023 | 19 |
Symmetry Investments LP | 10 | 1 | 0.25% | 1.43% | 5.08% | Q4 2020 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 18 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 10 | 1 | 0.16% | 1.44% | 3.78% | Q4 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 5 | 3 | 0.01% | 0.13% | 0.32% | Q4 2020 | Q2 2023 | 18 |
First Growth Investment Manager LP | 11 | 11 | 0.26% | 9.52% | 40.75% | Q4 2020 | Q2 2023 | 17 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 17 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 17 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.20% | 0.38% | Q2 2021 | Q3 2023 | 16 |
Avestar Capital, LLC | 10 | 10 | 0.01% | 0.12% | 0.29% | Q2 2021 | Q3 2023 | 16 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 10 | 10 | 0.02% | 0.33% | 0.75% | Q2 2021 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.13% | 0.40% | Q1 2021 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 10 | 10 | 0.00% | 0.28% | 0.97% | Q4 2020 | Q1 2023 | 15 |
Walleye Capital LLC | 5 | 4 | 0.01% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 14 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 14 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 7 | 0.08% | 0.41% | 0.71% | Q1 2022 | Q3 2023 | 14 |
MAI Capital Management | 7 | 7 | 0.02% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 14 |
MARK ASSET MANAGEMENT LP | 12 | 12 | 0.14% | 1.49% | 2.36% | Q4 2020 | Q3 2023 | 13 |
BARCLAYS PLC | 7 | 7 | 0.01% | 0.05% | 0.14% | Q1 2022 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 12 | 12 | 0.00% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 13 |
Laurion Capital Management LP | 4 | 3 | 0.00% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 13 |
Paloma Partners Management Co | 4 | 3 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q4 2023 | 13 |
XR Securities LLC | 6 | 2 | 0.01% | 0.11% | 0.37% | Q3 2021 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.09% | Q3 2011 | Q3 2023 | 13 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 13 |
Strategic Advisors LLC | 12 | 12 | 0.09% | 0.48% | 0.97% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
VANGUARD GROUP INC | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 12 | 12 | 0.00% | 2.24% | 3.69% | Q4 2020 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.01% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Sixth Street Partners Management Company, L.P. | 12 | 12 | 2.70% | 5.08% | 8.01% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.07% | 0.28% | 0.82% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui Trust Holdings, Inc. | 12 | 12 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.26% | 0.66% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CATALYST PRIVATE WEALTH, LLC | 12 | 12 | 0.12% | 0.29% | 0.46% | Q1 2021 | Q4 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
GILDER GAGNON HOWE & CO LLC | 12 | 12 | 0.15% | 0.54% | 1.06% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 12 | 12 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.01% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.01% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.05% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.03% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SC US (TTGP), LTD. | 12 | 12 | 0.52% | 0.78% | 1.06% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.02% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SouthState Corp | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Halpern Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Hyperion Asset Management Ltd | 12 | 12 | 1.38% | 3.37% | 5.74% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.04% | 0.14% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital World Investors | 12 | 12 | 0.07% | 0.19% | 0.53% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE CAPITAL HOLDINGS INC | 12 | 12 | 0.00% | 0.30% | 3.59% | Q4 2020 | Q3 2023 | 12 |
Heritage Wealth Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WESTPAC BANKING CORP | 12 | 12 | 0.01% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.30% | 0.45% | 0.55% | Q2 2019 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.01% | 0.05% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.04% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 12 | 0.06% | 0.25% | 0.37% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.01% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Jaffetilchin Investment Partners, LLC | 12 | 12 | 0.04% | 0.15% | 0.27% | Q4 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIL Ltd | 12 | 12 | 0.09% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.04% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.06% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 12 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 12 | 12 | 0.17% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.01% | 0.05% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Capital Research Global Investors | 12 | 12 | 0.18% | 0.45% | 0.63% | Q4 2020 | Q3 2023 | 12 |
MACQUARIE GROUP LTD | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 12 | 12 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
JENNISON ASSOCIATES LLC | 12 | 12 | 0.05% | 1.07% | 1.94% | Q4 2020 | Q3 2023 | 12 |
FEDERATED HERMES, INC. | 12 | 12 | 0.01% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PUTNAM INVESTMENTS LLC | 12 | 12 | 0.00% | 0.13% | 0.35% | Q4 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sands Capital Management | 12 | 12 | 0.52% | 0.98% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.04% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.02% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Sepio Capital, LP | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.17% | 0.54% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 12 | 12 | 0.01% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 12 | 12 | 0.03% | 0.45% | 0.61% | Q4 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.27% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Renaissance Capital LLC | 12 | 12 | 1.92% | 6.22% | 10.64% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Capital International, Inc./CA/ | 12 | 12 | 0.01% | 0.05% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 8 | 3 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SG3 Management, LLC | 6 | 6 | 0.05% | 0.50% | 2.04% | Q4 2020 | Q1 2022 | 12 |
Lee Financial Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Glassman Wealth Services | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
FDx Advisors, Inc. | 10 | 1 | 0.02% | 0.89% | 2.03% | Q4 2020 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 5 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.04% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.37% | 0.67% | Q4 2020 | Q3 2023 | 11 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11 | 11 | 0.00% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Arizona State Retirement System | 11 | 11 | 0.02% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
RHUMBLINE ADVISERS | 11 | 11 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Quinn Opportunity Partners LLC | 11 | 11 | 0.15% | 0.55% | 1.74% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TORONTO DOMINION BANK | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Freestone Capital Holdings, LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
APPLETON PARTNERS INC/MA | 11 | 11 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q4 2023 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.05% | 0.31% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Mitsubishi UFJ Asset Management Co., Ltd. | 11 | 11 | 0.06% | 0.14% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 7 | 4 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
CNB Bank | 11 | 11 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MIZUHO MARKETS AMERICAS LLC | 11 | 11 | 0.36% | 0.88% | 2.19% | Q1 2021 | Q3 2023 | 11 |
Artisan Partners Limited Partnership | 11 | 11 | 0.39% | 0.88% | 1.23% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PROFUND ADVISORS LLC | 11 | 11 | 0.01% | 0.23% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Robeco Institutional Asset Management B.V. | 10 | 1 | 0.00% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 11 |
Pensionmark Financial Group, LLC | 11 | 11 | 0.05% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.18% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Gulf International Bank (UK) Ltd | 11 | 11 | 0.02% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.00% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 11 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.01% | 0.14% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.13% | 0.88% | 1.51% | Q1 2021 | Q3 2023 | 11 |
SteelPeak Wealth, LLC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 1 | 0.20% | 0.38% | 0.76% | Q4 2020 | Q3 2023 | 11 |
Grassi Investment Management | 11 | 11 | 0.07% | 0.64% | 1.08% | Q1 2021 | Q3 2023 | 11 |
Ensign Peak Advisors, Inc | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Motley Fool Asset Management LLC | 11 | 11 | 0.13% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PITCAIRN CO | 9 | 2 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.06% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Zions Bancorporation, N.A. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Asset Management One Co., Ltd. | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 11 | 11 | 0.08% | 0.27% | 1.40% | Q1 2021 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.01% | 0.13% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Highlander Capital Management, LLC | 11 | 11 | 0.02% | 0.09% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Nicholas Investment Partners, LP | 11 | 11 | 0.05% | 0.22% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.15% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Congress Park Capital LLC | 11 | 11 | 0.55% | 0.92% | 1.21% | Q1 2021 | Q3 2023 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.02% | 0.23% | 0.83% | Q1 2021 | Q3 2023 | 11 |
AllSquare Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BOKF, NA | 9 | 2 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Keystone Financial Group | 9 | 2 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
APG Asset Management N.V. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
TWO SIGMA ADVISERS, LP | 11 | 11 | 0.04% | 0.45% | 0.81% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
LAZARD ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
State of New Jersey Common Pension Fund D | 11 | 11 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Temasek Holdings (Private) Ltd | 10 | 1 | 0.06% | 1.47% | 2.48% | Q4 2020 | Q3 2023 | 11 |
JANUS HENDERSON GROUP PLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 11 | 11 | 0.01% | 0.10% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 8 | 3 | 0.00% | 0.05% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CALIBER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.64% | 1.14% | 1.58% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.08% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Accuvest Global Advisors | 11 | 11 | 0.37% | 0.78% | 1.93% | Q1 2021 | Q3 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.03% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 10 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
IPG Investment Advisors LLC | 11 | 11 | 0.06% | 0.18% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 11 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
PRIVATE ASSET MANAGEMENT INC | 11 | 11 | 0.18% | 0.33% | 0.42% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Russell Investments Group, Ltd. | 11 | 11 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
GFG Capital, LLC | 11 | 11 | 0.07% | 1.58% | 3.01% | Q1 2021 | Q3 2023 | 11 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IMA Wealth, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.02% | 0.08% | 0.19% | Q1 2021 | Q3 2023 | 11 |
KBC Group NV | 11 | 11 | 0.00% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WealthOne, LLC | 11 | 11 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
CI INVESTMENTS INC. | 9 | 2 | 0.00% | 0.03% | 0.22% | Q4 2020 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
DekaBank Deutsche Girozentrale | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Twin Tree Management, LP | 8 | 8 | 0.01% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 11 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Field & Main Bank | 11 | 11 | 0.13% | 0.31% | 0.48% | Q1 2021 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
NIGHTVIEW CAPITAL, LLC | 6 | 5 | 0.01% | 3.58% | 13.01% | Q4 2020 | Q3 2023 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.01% | 0.32% | 1.08% | Q1 2021 | Q3 2023 | 11 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 11 | 11 | 0.02% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 11 |
NATIXIS | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Advisory Resource Group | 11 | 11 | 0.08% | 0.22% | 0.32% | Q1 2021 | Q3 2023 | 11 |
PANAGORA ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.21% | 0.59% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Archer Investment Corp | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Swiss National Bank | 11 | 11 | 0.02% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Holistic Financial Partners | 11 | 11 | 0.18% | 0.22% | 0.29% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.03% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 6 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 11 |
AXA S.A. | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Winch Advisory Services, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stelac Advisory Services LLC | 11 | 11 | 0.06% | 0.19% | 0.59% | Q1 2021 | Q3 2023 | 11 |
IFM Investors Pty Ltd | 11 | 11 | 0.03% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NORDEA INVESTMENT MANAGEMENT AB | 11 | 11 | 0.00% | 0.05% | 0.19% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Skandinaviska Enskilda Banken AB (publ) | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Crescent Grove Advisors, LLC | 9 | 1 | 0.18% | 0.71% | 1.54% | Q4 2020 | Q2 2023 | 10 |
AFT, FORSYTH & COMPANY, INC. | 10 | 10 | 0.20% | 0.39% | 0.77% | Q1 2021 | Q2 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
DnB Asset Management AS | 10 | 10 | 0.01% | 0.10% | 0.36% | Q3 2021 | Q4 2023 | 10 |
BigSur Wealth Management LLC | 10 | 10 | 1.08% | 1.60% | 2.14% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
NWAM LLC | 7 | 3 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 10 |
FORTE CAPITAL LLC /ADV | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
PDS Planning, Inc | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Mission Creek Capital Partners, Inc. | 10 | 10 | 0.10% | 0.87% | 5.21% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.09% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Pacifica Partners Inc. | 9 | 1 | 0.00% | 0.04% | 0.38% | Q2 2021 | Q4 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.26% | 0.35% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Dana Investment Advisors, Inc. | 9 | 1 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 10 |
S&CO INC | 10 | 10 | 0.52% | 0.76% | 0.95% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.12% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Biechele Royce Advisors | 10 | 10 | 0.72% | 1.68% | 4.20% | Q2 2021 | Q3 2023 | 10 |
Korea Investment CORP | 10 | 10 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Souders Financial Advisors | 10 | 10 | 0.10% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Oxler Private Wealth LLC | 6 | 4 | 0.13% | 0.30% | 0.47% | Q1 2021 | Q3 2023 | 10 |
Vishria Bird Financial Group, LLC | 10 | 10 | 0.31% | 0.40% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
ETF MANAGERS GROUP, LLC | 10 | 10 | 0.07% | 0.23% | 0.30% | Q4 2020 | Q1 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Jasper Ridge Partners, L.P. | 10 | 10 | 0.13% | 0.29% | 0.50% | Q2 2021 | Q3 2023 | 10 |
HOEY INVESTMENTS, INC | 7 | 3 | 0.01% | 0.04% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Platform Technology Partners | 10 | 10 | 0.14% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.38% | 0.78% | Q4 2020 | Q1 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.06% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Mezzasalma Advisors, LLC | 10 | 10 | 1.71% | 2.03% | 2.58% | Q2 2021 | Q3 2023 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Resolute Advisors LLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
GoalVest Advisory LLC | 8 | 2 | 0.00% | 0.09% | 0.63% | Q1 2021 | Q4 2023 | 10 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.21% | 0.48% | Q3 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Waldron Private Wealth LLC | 10 | 10 | 0.10% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 10 | 10 | 0.14% | 0.79% | 1.08% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 7 | 3 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Man Group plc | 7 | 1 | 0.00% | 0.06% | 0.26% | Q4 2020 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
RWA WEALTH PARTNERS, LLC | 10 | 10 | 0.01% | 0.34% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
State of Alaska, Department of Revenue | 10 | 10 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 10 |
FORSTA AP-FONDEN | 8 | 2 | 0.01% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Gemmer Asset Management LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Railway Pension Investments Ltd | 10 | 10 | 0.00% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.07% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Caprock Group, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Illinois Municipal Retirement Fund | 10 | 10 | 0.07% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Advisory, LLC | 7 | 3 | 0.04% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 10 |
Blue Fin Capital, Inc. | 10 | 10 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.09% | 0.20% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.34% | 0.47% | 0.56% | Q2 2021 | Q3 2023 | 10 |
STRS OHIO | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 10 | 0.15% | 0.26% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Allen Investment Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Waypoint Wealth Partners Inc. | 10 | 10 | 2.56% | 5.12% | 14.80% | Q2 2021 | Q3 2023 | 10 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.78% | 2.53% | Q1 2021 | Q4 2022 | 10 |
Banco Santander, S.A. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
BANK HAPOALIM BM | 10 | 10 | 0.09% | 0.20% | 0.36% | Q1 2021 | Q2 2023 | 10 |
Capital International Investors | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
WELCH & FORBES LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Oxinas Partners Wealth Management LLC | 10 | 10 | 0.18% | 0.30% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Independent Advisor Alliance | 7 | 3 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Gerber Kawasaki Wealth & Investment Management | 7 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HAMILTON LANE ADVISORS LLC | 10 | 10 | 0.91% | 2.46% | 4.03% | Q2 2021 | Q3 2023 | 10 |
Traynor Capital Management, Inc. | 10 | 10 | 0.11% | 0.42% | 0.93% | Q2 2021 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.00% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 10 |
ENCOMPASS WEALTH ADVISORS, LLC | 10 | 10 | 2.75% | 3.39% | 3.86% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AdvisorShares Investments LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 3 | 0.06% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q2 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Xcel Wealth Management, LLC | 10 | 10 | 0.20% | 0.48% | 0.89% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 8 | 1 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Dakota Wealth Management | 9 | 1 | 0.03% | 0.09% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.11% | 0.17% | 0.29% | Q2 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
abrdn plc | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Coastal Bridge Advisors, LLC | 10 | 10 | 0.72% | 1.38% | 1.80% | Q2 2021 | Q3 2023 | 10 |
BROWN ADVISORY INC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Atika Capital Management LLC | 8 | 2 | 0.30% | 1.34% | 2.15% | Q4 2020 | Q2 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.17% | 0.23% | 0.31% | Q2 2021 | Q3 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 0.54% | 0.96% | 1.30% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.01% | 0.24% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Wealth Architects, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
PITTENGER & ANDERSON INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Silicon Valley Capital Partners | 5 | 4 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Arkadios Wealth Advisors | 6 | 3 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 9 |
HERSHEY TRUST CO | 9 | 9 | 0.02% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Tredje AP-fonden | 9 | 9 | 0.02% | 0.10% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Fullerton Fund Management Co Ltd. | 9 | 9 | 0.85% | 2.33% | 4.68% | Q4 2020 | Q4 2022 | 9 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 9 |
GAM Holding AG | 8 | 1 | 0.36% | 0.86% | 1.28% | Q2 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ALPS ADVISORS INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 5 | 4 | 0.01% | 0.11% | 0.44% | Q2 2021 | Q3 2023 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.01% | 0.28% | 0.45% | Q4 2020 | Q1 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 9 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q4 2023 | 9 |
West Branch Capital LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Kessler Investment Group, LLC | 9 | 9 | 3.22% | 5.58% | 6.59% | Q2 2021 | Q2 2023 | 9 |
ProShare Advisors LLC | 9 | 9 | 0.00% | 0.13% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 6 | 3 | 0.08% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 9 | 9 | 0.14% | 0.36% | 0.68% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.26% | 0.34% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
6elm Capital LP | 7 | 2 | 6.18% | 9.20% | 12.80% | Q4 2020 | Q1 2023 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.06% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Westwind Capital | 9 | 9 | 2.48% | 3.26% | 4.09% | Q2 2021 | Q2 2023 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.21% | 0.33% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Shellback Capital, LP | 9 | 9 | 0.15% | 0.38% | 0.76% | Q1 2021 | Q1 2023 | 9 |
Potrero Capital Research LLC | 5 | 4 | 0.84% | 2.01% | 2.70% | Q4 2020 | Q2 2023 | 9 |
Paragon Capital Management Ltd | 9 | 9 | 13.45% | 16.38% | 19.31% | Q3 2021 | Q3 2023 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.13% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Aurora Investment Managers, LLC. | 9 | 9 | 1.15% | 1.56% | 2.21% | Q3 2021 | Q3 2023 | 9 |
Silver Lake Group, L.L.C. | 8 | 1 | 0.03% | 1.86% | 4.80% | Q4 2020 | Q3 2023 | 9 |
Jackson Square Partners, LLC | 9 | 9 | 0.17% | 0.59% | 1.26% | Q4 2020 | Q4 2022 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Avitas Wealth Management LLC | 5 | 1 | 0.13% | 0.39% | 0.64% | Q1 2021 | Q3 2023 | 9 |
Garde Capital, Inc. | 6 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
BESSEMER GROUP INC | 6 | 3 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.11% | 0.18% | 0.26% | Q2 2021 | Q2 2023 | 9 |
Wealth Alliance | 6 | 3 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 4 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Intellectus Partners, LLC | 9 | 9 | 0.23% | 0.42% | 0.58% | Q3 2021 | Q3 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
PDT Partners, LLC | 5 | 4 | 0.20% | 0.42% | 0.63% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.23% | 0.36% | 0.54% | Q2 2021 | Q2 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
NKCFO LLC | 9 | 9 | 0.02% | 0.06% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.06% | 0.14% | 0.27% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 9 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
New World Advisors LLC | 9 | 9 | 0.12% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Polen Capital Management | 9 | 9 | 2.78% | 3.48% | 4.34% | Q3 2021 | Q3 2023 | 9 |
Amundi | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Meiji Yasuda Asset Management Co Ltd. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 9 | 9 | 0.03% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 9 | 9 | 0.14% | 0.24% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Copperwynd Financial, LLC | 9 | 9 | 0.15% | 0.24% | 0.28% | Q3 2021 | Q3 2023 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.19% | 0.61% | 1.10% | Q3 2021 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.49% | 0.67% | 1.04% | Q3 2021 | Q3 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.04% | 0.10% | 0.18% | Q2 2021 | Q2 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
RWQ Financial Management Services, Inc. | 9 | 9 | 0.39% | 2.33% | 4.75% | Q4 2020 | Q4 2022 | 9 |
Syverson Strege & Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
DOLIVER ADVISORS, LP | 9 | 9 | 0.15% | 0.22% | 0.34% | Q4 2021 | Q4 2023 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Salvus Wealth Management, LLC | 9 | 9 | 0.18% | 0.25% | 0.34% | Q3 2021 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
RIVER GLOBAL INVESTORS LLP | 9 | 9 | 0.04% | 0.13% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.12% | 0.27% | 0.38% | Q4 2021 | Q3 2023 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.32% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Longitude (Cayman) Ltd. | 7 | 7 | 0.55% | 1.40% | 2.19% | Q1 2022 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Par Capital Management | 5 | 3 | 0.80% | 1.15% | 1.54% | Q1 2021 | Q3 2023 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.11% | 0.18% | Q3 2021 | Q2 2023 | 8 |
Ashfield Capital Partners, LLC | 8 | 8 | 0.06% | 0.18% | 0.48% | Q4 2020 | Q3 2022 | 8 |
Trexquant Investment LP | 6 | 1 | 0.03% | 0.30% | 0.86% | Q2 2021 | Q3 2023 | 8 |
Americana Partners, LLC | 8 | 8 | 0.05% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Emerson Point Capital LP | 8 | 8 | 0.17% | 2.92% | 5.52% | Q4 2020 | Q3 2022 | 8 |
Versor Investments LP | 3 | 2 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.02% | 0.10% | 0.56% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 3 | 0.00% | 0.17% | 0.49% | Q3 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q1 2023 | 8 |
SEEYOND | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Pacer Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.61% | 0.93% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Norinchukin Bank, The | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.04% | 0.08% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AVIVA PLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 1 | 0.04% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Broadleaf Partners, LLC | 8 | 8 | 0.15% | 1.10% | 2.74% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.80% | 1.02% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Value Star Asset Management (Hong Kong) Ltd | 8 | 8 | 0.16% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Rathbones Group PLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Capital International Sarl | 8 | 8 | 0.03% | 0.25% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Connecticut Wealth Management, LLC | 8 | 8 | 0.03% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 8 | 8 | 0.09% | 0.11% | 0.17% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Harvest Fund Management Co., Ltd | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.74% | 0.97% | 1.11% | Q4 2021 | Q3 2023 | 8 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8 | 8 | 0.40% | 0.79% | 1.36% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.55% | 0.91% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Prestige Wealth Management Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Louisiana State Employees Retirement System | 8 | 8 | 0.05% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Terra Nova Asset Management LLC | 5 | 3 | 0.24% | 1.49% | 1.94% | Q1 2021 | Q3 2023 | 8 |
AXS Investments LLC | 8 | 8 | 0.29% | 0.46% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Icon Wealth Partners, LLC | 5 | 3 | 0.03% | 0.35% | 0.50% | Q2 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 8 | 8 | 0.13% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Achmea Investment Management B.V. | 8 | 8 | 0.02% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 8 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
E Fund Management Co., Ltd. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.17% | 0.25% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 7 | 0.00% | 0.09% | 0.26% | Q1 2022 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SpiderRock Advisors, LLC | 8 | 8 | 0.17% | 0.34% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Spark Investment Management LLC | 8 | 8 | 0.81% | 1.17% | 1.77% | Q4 2020 | Q3 2022 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 1.07% | 1.52% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
American Portfolios Advisors | 8 | 8 | 0.01% | 0.07% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Mirador Capital Partners LP | 8 | 8 | 0.07% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 8 | 0.00% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Future Fund LLC | 8 | 8 | 0.40% | 1.00% | 3.62% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
National Pension Service | 8 | 8 | 0.05% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.44% | 0.83% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Force Hill Capital Management LP | 8 | 8 | 0.92% | 2.21% | 2.94% | Q1 2021 | Q4 2022 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.38% | 0.44% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Archon Partners LLC | 5 | 3 | 0.39% | 0.84% | 1.63% | Q4 2020 | Q3 2023 | 8 |
Silicon Valley Community Foundation | 8 | 8 | 0.20% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Keudell/Morrison Wealth Management | 5 | 3 | 0.08% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.07% | 0.24% | 0.55% | Q2 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.04% | 0.24% | 0.55% | Q2 2021 | Q3 2023 | 8 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 8 | 8 | 0.13% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Elo Mutual Pension Insurance Co | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Apoletto Ltd | 8 | 8 | 3.81% | 12.68% | 34.80% | Q4 2020 | Q3 2022 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.47% | 0.87% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 8 | 8 | 0.07% | 0.22% | 0.91% | Q3 2021 | Q2 2023 | 8 |
Adero Partners, LLC | 8 | 8 | 0.13% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Tsai Capital Corp | 8 | 8 | 1.94% | 3.16% | 6.10% | Q4 2021 | Q3 2023 | 8 |
Laird Norton Wetherby Trust Company, LLC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Andra AP-fonden | 5 | 3 | 0.11% | 0.16% | 0.19% | Q2 2021 | Q2 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ICONIQ Capital, LLC | 8 | 8 | 0.01% | 0.24% | 1.04% | Q4 2020 | Q3 2022 | 8 |
Valley Brook Capital Group, Inc. | 6 | 1 | 0.00% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 8 |
Castleview Partners, LLC | 4 | 1 | 0.02% | 0.29% | 0.48% | Q2 2021 | Q3 2023 | 8 |
Altshuler Shaham Ltd | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Codex Capital, L.L.C. | 8 | 8 | 1.07% | 1.43% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 8 | 8 | 0.01% | 0.11% | 0.40% | Q2 2021 | Q1 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.01% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 8 |
EVOKE WEALTH, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Alberta Investment Management Corp | 8 | 8 | 0.04% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.32% | 0.93% | Q2 2022 | Q3 2023 | 8 |
Columbia Asset Management | 6 | 2 | 0.10% | 0.19% | 0.32% | Q3 2021 | Q3 2023 | 8 |
Bordeaux Wealth Advisors LLC | 8 | 8 | 0.61% | 0.83% | 1.20% | Q4 2021 | Q3 2023 | 8 |
AJ WEALTH STRATEGIES, LLC | 8 | 8 | 0.07% | 0.21% | 0.43% | Q3 2021 | Q2 2023 | 8 |
Dai-ichi Life Insurance Company, Ltd | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q2 2023 | 8 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
HARVEST VOLATILITY MANAGEMENT LLC | 7 | 7 | 0.00% | 0.30% | 0.44% | Q4 2021 | Q2 2023 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.12% | 0.26% | Q2 2021 | Q2 2023 | 7 |
Corient Capital Partners, LLC | 6 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 2 | 0.00% | 0.18% | 1.18% | Q3 2021 | Q2 2023 | 7 |
MOSELEY INVESTMENT MANAGEMENT INC | 3 | 1 | 0.15% | 0.22% | 0.29% | Q3 2021 | Q3 2023 | 7 |
Cypress Point Wealth Management, LLC | 7 | 7 | 2.65% | 4.12% | 6.32% | Q2 2021 | Q4 2022 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
L & S Advisors Inc | 5 | 2 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q3 2022 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.23% | 0.29% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Itau Unibanco Holding S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.08% | 0.23% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Zurich Insurance Group Ltd/FI | 6 | 1 | 0.18% | 0.47% | 0.86% | Q2 2021 | Q3 2023 | 7 |
Utah Retirement Systems | 6 | 1 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Beech Hill Advisors, Inc. | 7 | 7 | 0.83% | 1.22% | 1.48% | Q2 2021 | Q4 2022 | 7 |
Windsor Wealth Management, Inc. | 5 | 1 | 0.04% | 0.07% | 0.13% | Q1 2021 | Q2 2023 | 7 |
FRED ALGER MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.18% | 0.51% | Q4 2021 | Q2 2023 | 7 |
Intersect Capital LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Assenagon Asset Management S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
CIBC WORLD MARKETS CORP | 4 | 3 | 0.00% | 0.04% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Kore Private Wealth LLC | 6 | 1 | 0.02% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 7 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Trevian Wealth Management LLC | 6 | 1 | 0.26% | 0.73% | 1.26% | Q4 2021 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CAMPBELL CAPITAL MANAGEMENT INC | 6 | 1 | 0.38% | 2.39% | 6.41% | Q2 2021 | Q2 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.01% | 0.28% | 0.57% | Q2 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Cornerstone Capital, Inc. | 4 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 7 |
PRIMORIS WEALTH ADVISORS, LLC | 7 | 7 | 0.23% | 0.57% | 0.94% | Q4 2021 | Q2 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 3 | 0.00% | 0.08% | 0.22% | Q4 2020 | Q4 2022 | 7 |
ClearBridge Investments | 7 | 7 | 0.01% | 0.16% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Bridgewater Associates | 7 | 7 | 0.06% | 0.22% | 0.38% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.18% | 0.51% | Q3 2021 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Benchmark Investment Advisors LLC | 7 | 7 | 0.30% | 0.41% | 0.57% | Q4 2021 | Q2 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2022 | 7 |
SYNOVUS FINANCIAL CORP | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EMC Capital Management | 7 | 7 | 0.04% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NewSquare Capital LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.02% | 0.76% | 1.33% | Q1 2022 | Q3 2023 | 7 |
XTX Topco Ltd | 3 | 1 | 0.08% | 0.21% | 0.46% | Q2 2021 | Q2 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.05% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.03% | 0.24% | 0.36% | Q4 2020 | Q2 2022 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WADE G W & INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 7 |
GARDNER LEWIS ASSET MANAGEMENT L P | 6 | 1 | 0.09% | 0.45% | 0.66% | Q2 2021 | Q1 2023 | 7 |
Personal Capital Advisors Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 3 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 7 |
MYDA Advisors LLC | 3 | 1 | 0.25% | 1.00% | 1.92% | Q2 2022 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 7 |
SAGE PRIVATE WEALTH GROUP, LLC | 7 | 7 | 0.18% | 0.28% | 0.44% | Q1 2021 | Q3 2022 | 7 |
Sugarloaf Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
MetLife Investment Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Arden Trust Co | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q4 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 7 |
CORTLAND ASSOCIATES INC/MO | 7 | 7 | 0.53% | 0.84% | 1.35% | Q4 2020 | Q2 2022 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Blue Barn Wealth, LLC | 3 | 1 | 0.15% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
Hitchwood Capital Management LP | 6 | 1 | 0.51% | 1.83% | 5.42% | Q4 2020 | Q1 2023 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
KRS Capital Management, LLC | 4 | 3 | 0.23% | 0.31% | 0.44% | Q4 2021 | Q3 2023 | 7 |
TriaGen Wealth Management LLC | 7 | 7 | 0.31% | 0.63% | 0.88% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quadrature Capital Ltd | 3 | 1 | 0.13% | 0.86% | 2.72% | Q2 2021 | Q3 2023 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 2 | 0.09% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 7 |
AQR Capital Management | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.03% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 7 |
All Season Financial Advisors, Inc. | 4 | 3 | 0.21% | 0.29% | 0.38% | Q2 2021 | Q3 2023 | 7 |
Calamos Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
C M BIDWELL & ASSOCIATES LTD | 4 | 3 | 0.05% | 0.10% | 0.24% | Q3 2021 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.09% | 0.27% | Q2 2021 | Q3 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Soros Fund Management | 6 | 6 | 0.08% | 0.15% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Polar Asset Management Partners Inc. | 5 | 5 | 0.02% | 0.18% | 0.34% | Q4 2021 | Q4 2022 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Blueshift Asset Management, LLC | 4 | 2 | 0.05% | 0.10% | 0.21% | Q3 2021 | Q2 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
BURNEY CO/ | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Dragoneer Investment Group | 6 | 6 | 1.26% | 3.54% | 8.67% | Q4 2020 | Q1 2022 | 6 |
Horizons Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Clarius Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
CPWM, LLC | 6 | 6 | 0.02% | 0.13% | 0.48% | Q2 2021 | Q3 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.16% | 0.28% | 0.36% | Q2 2021 | Q3 2022 | 6 |
WMS Partners, LLC | 5 | 1 | 0.02% | 0.11% | 0.18% | Q3 2021 | Q1 2023 | 6 |
Penbrook Management LLC | 6 | 6 | 0.25% | 0.30% | 0.35% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.02% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Olympiad Research LP | 4 | 2 | 0.07% | 0.19% | 0.32% | Q4 2021 | Q2 2023 | 6 |
WP Advisors, LLC | 6 | 6 | 0.11% | 0.18% | 0.21% | Q2 2021 | Q3 2022 | 6 |
V Wealth Advisors LLC | 4 | 2 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q2 2023 | 6 |
Fountainhead AM, LLC | 3 | 1 | 0.09% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.04% | 0.10% | 0.15% | Q3 2021 | Q4 2022 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 6 | 6 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HMI Capital Management, L.P. | 6 | 6 | 0.22% | 4.44% | 7.86% | Q2 2022 | Q3 2023 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.05% | 0.31% | 0.92% | Q2 2021 | Q3 2023 | 6 |
Carlson Capital Management | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Treasurer of the State of North Carolina | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 3 | 0.19% | 0.39% | 0.66% | Q3 2021 | Q2 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BANK PICTET & CIE (ASIA) LTD | 6 | 6 | 0.24% | 0.34% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Vanderbilt University | 6 | 6 | 3.42% | 4.47% | 5.48% | Q4 2021 | Q1 2023 | 6 |
Abbrea Capital, LLC | 6 | 6 | 0.03% | 0.11% | 0.18% | Q1 2021 | Q2 2022 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TAGStone Capital, Inc. | 6 | 6 | 0.22% | 0.39% | 0.64% | Q4 2021 | Q1 2023 | 6 |
HGI Capital Management, LLC | 6 | 6 | 0.32% | 2.04% | 3.84% | Q2 2021 | Q3 2022 | 6 |
OSSIAM | 6 | 6 | 0.00% | 0.18% | 1.02% | Q2 2022 | Q3 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q3 2022 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.04% | 0.05% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.00% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
NCM Capital Management, LLC | 3 | 1 | 0.16% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.03% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ACG Wealth | 6 | 6 | 0.26% | 0.32% | 0.43% | Q2 2021 | Q3 2022 | 6 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.03% | 0.21% | 0.70% | Q1 2023 | Q3 2023 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Quantum Private Wealth, LLC | 5 | 1 | 0.10% | 0.56% | 0.83% | Q1 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.01% | 0.04% | 0.16% | Q2 2021 | Q4 2022 | 6 |
Joule Financial, LLC | 6 | 6 | 0.16% | 0.27% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 1 | 0.00% | 0.34% | 0.82% | Q3 2021 | Q3 2023 | 6 |
SRS Investment Management, LLC | 4 | 2 | 0.02% | 0.29% | 0.48% | Q4 2020 | Q1 2023 | 6 |
YorkBridge Wealth Partners, LLC | 6 | 6 | 0.53% | 0.77% | 1.08% | Q3 2021 | Q4 2022 | 6 |
Evolutionary Tree Capital Management, LLC | 6 | 6 | 1.98% | 2.77% | 3.71% | Q2 2022 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Austin Private Wealth, LLC | 3 | 3 | 0.01% | 0.05% | 0.14% | Q2 2021 | Q4 2021 | 6 |
AlpInvest Partners B.V. | 6 | 6 | 1.12% | 4.93% | 8.23% | Q4 2021 | Q1 2023 | 6 |
Metis Global Partners, LLC | 5 | 1 | 0.03% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 6 |
XPONANCE, INC. | 6 | 6 | 0.07% | 0.10% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q2 2022 | 6 |
JT Stratford LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Glenview Trust Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 1 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 6 |
LGT Fund Management Co Ltd. | 6 | 6 | 0.11% | 0.23% | 0.55% | Q4 2021 | Q1 2023 | 6 |
ING GROEP NV | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 6 |
FCF Advisors LLC | 6 | 6 | 0.50% | 0.78% | 1.09% | Q3 2022 | Q4 2023 | 6 |
SP Asset Management | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2022 | 6 |
MOUNT VERNON ASSOCIATES INC /MD/ | 6 | 6 | 0.73% | 0.94% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 0.75% | 1.05% | 1.40% | Q2 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.36% | 1.12% | Q3 2021 | Q3 2023 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.06% | 0.13% | 0.28% | Q2 2021 | Q3 2022 | 6 |
Hunt Lane Capital LP | 5 | 1 | 2.26% | 3.51% | 5.49% | Q4 2020 | Q3 2022 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.15% | 0.24% | Q1 2021 | Q2 2022 | 6 |
Montis Financial, LLC | 4 | 2 | 0.50% | 0.59% | 0.81% | Q4 2021 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 6 | 6 | 0.07% | 0.11% | 0.26% | Q2 2022 | Q3 2023 | 6 |
BAILARD, INC. | 6 | 6 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q1 2023 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
St. Johns Investment Management Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
StoneX Group Inc. | 4 | 2 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2022 | 6 |
CANANDAIGUA NATIONAL CORP | 6 | 6 | 0.20% | 0.27% | 0.38% | Q3 2021 | Q4 2022 | 6 |
SCGE MANAGEMENT, L.P. | 6 | 6 | 2.41% | 3.18% | 4.46% | Q4 2020 | Q1 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.07% | 0.42% | 0.79% | Q4 2021 | Q3 2023 | 6 |
American Research & Management Co. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.04% | 0.14% | 0.30% | Q1 2022 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.33% | 0.79% | 1.34% | Q3 2021 | Q3 2023 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.13% | 0.51% | Q4 2020 | Q1 2022 | 6 |
Sonen Capital LLC | 3 | 1 | 1.16% | 1.98% | 2.88% | Q4 2021 | Q3 2023 | 6 |
BAMCO INC /NY/ | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
CIGNA INVESTMENTS INC /NEW | 6 | 6 | 0.07% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Regis Management CO LLC | 5 | 5 | 0.07% | 0.18% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Resonate Capital, LLC | 5 | 5 | 1.20% | 1.51% | 1.85% | Q4 2021 | Q4 2022 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 4 | 1 | 0.31% | 0.63% | 0.84% | Q4 2021 | Q1 2023 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.07% | 0.17% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q4 2022 | 5 |
XML Financial, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.20% | 0.31% | 0.48% | Q4 2021 | Q4 2022 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Bayesian Capital Management, LP | 3 | 1 | 0.09% | 0.38% | 0.85% | Q2 2021 | Q3 2023 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.29% | 0.39% | 0.46% | Q2 2021 | Q2 2022 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.16% | 0.41% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.02% | 0.09% | 0.14% | Q2 2021 | Q2 2022 | 5 |
CHURCHILL MANAGEMENT Corp | 4 | 1 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q2 2022 | 5 |
BlueMar Capital Management, LLC | 5 | 5 | 0.15% | 0.25% | 0.54% | Q4 2020 | Q4 2021 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ellevest, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.06% | 0.36% | 1.50% | Q3 2022 | Q3 2023 | 5 |
First Dallas Securities Inc. | 3 | 2 | 0.20% | 0.45% | 1.23% | Q3 2021 | Q3 2023 | 5 |
SPRENG CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.14% | 0.24% | 0.31% | Q1 2021 | Q1 2022 | 5 |
First Round Capital Management III, LLC | 3 | 2 | 8.62% | 65.50% | 100.00% | Q4 2020 | Q2 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Corton Capital Inc. | 4 | 1 | 0.11% | 0.48% | 0.94% | Q1 2022 | Q3 2023 | 5 |
American Assets Capital Advisers, LLC | 5 | 5 | 1.47% | 2.05% | 2.64% | Q1 2022 | Q1 2023 | 5 |
Maytus Capital Management, LLC | 3 | 1 | 0.49% | 1.45% | 2.53% | Q3 2021 | Q1 2023 | 5 |
Empowered Funds, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Donoghue Forlines LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Chicago Capital, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
ROYAL LONDON ASSET MANAGEMENT LTD | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 5 |
HARBOR CAPITAL ADVISORS, INC. | 5 | 5 | 0.32% | 0.59% | 0.80% | Q4 2022 | Q4 2023 | 5 |
Rip Road Capital Partners LP | 5 | 5 | 1.86% | 3.12% | 4.54% | Q2 2022 | Q2 2023 | 5 |
Riverview Trust Co | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 4 | 1 | 0.04% | 0.23% | 0.40% | Q4 2020 | Q1 2023 | 5 |
Winslow Capital Management, LLC | 4 | 1 | 0.84% | 1.00% | 1.32% | Q4 2020 | Q1 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Veritable, L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
ADELL HARRIMAN & CARPENTER INC | 4 | 1 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 5 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.03% | 0.12% | 0.30% | Q2 2021 | Q2 2023 | 5 |
Technology Crossover Management VIII, Ltd. | 5 | 5 | 4.25% | 10.07% | 16.17% | Q4 2020 | Q4 2021 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.12% | 0.18% | 0.27% | Q4 2020 | Q4 2021 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Founders Circle Capital LLC | 5 | 5 | 0.88% | 1.53% | 2.69% | Q4 2020 | Q4 2021 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
London & Capital Asset Management Ltd | 5 | 5 | 0.10% | 0.16% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Caerus Investment Advisors, LLC | 4 | 1 | 0.33% | 0.39% | 0.45% | Q4 2021 | Q1 2023 | 5 |
Leucadia National | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 5 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SUMITOMO LIFE INSURANCE CO | 5 | 5 | 0.05% | 0.11% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Draper Asset Management, LLC | 2 | 1 | 0.01% | 0.23% | 0.52% | Q3 2021 | Q3 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.03% | 0.14% | Q3 2022 | Q3 2023 | 5 |
GUARDIAN CAPITAL LP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Legal Advantage Investments, Inc. | 5 | 5 | 0.30% | 0.36% | 0.42% | Q3 2022 | Q3 2023 | 5 |
WRIGHT INVESTORS SERVICE INC | 5 | 5 | 0.06% | 0.26% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.26% | 0.32% | 0.39% | Q4 2021 | Q4 2022 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Capital Markets Trading UK LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Crumly & Associates Inc. | 3 | 2 | 0.10% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 5 |
BANK OF THE WEST | 5 | 5 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q4 2022 | 5 |
TIGER GLOBAL MANAGEMENT LLC | 5 | 5 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q4 2021 | 5 |
NORGES BANK | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q4 2022 | 5 |
PRIO WEALTH LIMITED PARTNERSHIP | 5 | 5 | 0.30% | 0.42% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Leverage Partners Absolute Return Fund SPC | 3 | 2 | 0.14% | 0.31% | 0.56% | Q4 2021 | Q2 2023 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
STONNINGTON GROUP, LLC | 4 | 1 | 0.01% | 0.12% | 0.29% | Q2 2021 | Q1 2023 | 5 |
Kayak Investment Partners LLC | 5 | 5 | 0.42% | 2.28% | 5.56% | Q4 2020 | Q4 2021 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.28% | 0.47% | 0.59% | Q1 2021 | Q1 2022 | 5 |
Blue Owl Capital Holdings LP | 5 | 5 | 0.69% | 0.94% | 1.20% | Q4 2021 | Q4 2022 | 5 |
Perpetual Investment Management Ltd | 5 | 5 | 0.03% | 0.19% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Portman Ltd | 5 | 5 | 0.68% | 3.34% | 10.27% | Q3 2021 | Q3 2022 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Karani Asset Management LLC | 5 | 5 | 0.36% | 0.46% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Level Financial Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 5 | 5 | 0.53% | 0.83% | 1.10% | Q2 2021 | Q2 2022 | 5 |
Vantage Financial Partners, LLC | 5 | 5 | 0.21% | 0.32% | 0.43% | Q1 2022 | Q1 2023 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.01% | 0.04% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Pegasus Asset Management, Inc. | 5 | 5 | 0.60% | 0.83% | 0.98% | Q3 2021 | Q3 2022 | 5 |
EP Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
BBR PARTNERS, LLC | 3 | 2 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2022 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TCW GROUP INC | 5 | 5 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q1 2022 | 5 |
NEXT CENTURY GROWTH INVESTORS LLC | 5 | 5 | 0.07% | 0.16% | 0.23% | Q1 2021 | Q1 2022 | 5 |
Amitell Capital Pte Ltd | 4 | 1 | 0.33% | 1.39% | 1.88% | Q2 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.15% | 0.21% | Q4 2022 | Q4 2023 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 5 |
IMS Capital Management | 5 | 5 | 0.60% | 0.73% | 0.82% | Q2 2022 | Q2 2023 | 5 |
Patten Group, Inc. | 5 | 5 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q1 2022 | 5 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Sage Mountain Advisors LLC | 3 | 1 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.06% | 0.17% | 0.26% | Q4 2020 | Q3 2021 | 4 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Institute for Wealth Management, LLC. | 3 | 1 | 0.05% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Ovata Capital Management Ltd | 4 | 4 | 0.01% | 0.18% | 0.41% | Q2 2021 | Q1 2022 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.40% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Vantis Investment Advisers L.P. | 4 | 4 | 8.27% | 10.14% | 11.93% | Q1 2021 | Q4 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.28% | 0.29% | 0.30% | Q2 2021 | Q1 2022 | 4 |
Junson Asset Management (Hong Kong) Ltd | 3 | 1 | 2.30% | 7.99% | 14.33% | Q2 2021 | Q3 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 4 |
apricus wealth, LLC | 4 | 4 | 2.01% | 2.76% | 3.30% | Q4 2022 | Q3 2023 | 4 |
Redpoint Investment Management Pty Ltd | 4 | 4 | 0.02% | 0.09% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 0.72% | 1.17% | 1.40% | Q2 2021 | Q1 2022 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.62% | 3.10% | 3.44% | Q1 2021 | Q4 2021 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
FirstMark Capital OF I GP, LLC | 4 | 4 | 9.76% | 19.62% | 36.58% | Q4 2020 | Q3 2021 | 4 |
1623 Capital LLC | 4 | 4 | 1.00% | 1.09% | 1.18% | Q1 2021 | Q4 2021 | 4 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Kaizen Financial Strategies | 4 | 4 | 0.23% | 0.30% | 0.36% | Q3 2021 | Q2 2022 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.16% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Red Spruce Capital, LLC | 4 | 4 | 0.90% | 0.94% | 1.02% | Q1 2023 | Q4 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.74% | 0.99% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.55% | 0.83% | 1.02% | Q4 2022 | Q3 2023 | 4 |
JACOBS & CO/CA | 4 | 4 | 0.17% | 0.28% | 0.59% | Q4 2022 | Q3 2023 | 4 |
KPCB DGF II Associates, LLC | 4 | 4 | 14.35% | 41.02% | 63.78% | Q4 2020 | Q3 2021 | 4 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.19% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.70% | 0.98% | 1.16% | Q3 2021 | Q2 2022 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.58% | 1.15% | 1.42% | Q4 2022 | Q3 2023 | 4 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
ACT CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.33% | 0.62% | Q1 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2022 | 4 |
DDD Partners, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 1 | 1 | 0.22% | 0.71% | 1.67% | Q3 2021 | Q3 2023 | 4 |
Tatro Capital, LLC | 4 | 4 | 0.34% | 0.45% | 0.60% | Q2 2021 | Q1 2022 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
New Millennium Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 3 | 1 | 0.50% | 0.73% | 1.16% | Q2 2022 | Q3 2023 | 4 |
Manchester Global Management (UK) Ltd | 4 | 4 | 2.68% | 4.24% | 5.87% | Q4 2022 | Q3 2023 | 4 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.54% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Dalton Investments LLC | 4 | 4 | 0.40% | 0.48% | 0.60% | Q2 2022 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Orland Properties Ltd | 4 | 4 | 8.04% | 11.02% | 12.82% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.28% | 0.44% | 0.64% | Q1 2021 | Q4 2021 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
VERUS CAPITAL PARTNERS, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 1 | 1 | 0.04% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 4 |
Sicart Associates LLC | 4 | 4 | 0.92% | 2.17% | 3.24% | Q4 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.18% | 0.19% | 0.21% | Q2 2021 | Q1 2022 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.16% | 0.57% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Magellan Asset Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BlueCrest Capital Management Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
SCHF (GPE), LLC | 2 | 1 | 1.08% | 4.31% | 6.88% | Q4 2020 | Q1 2023 | 4 |
CAMBRIDGE TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Masso Torrence Wealth Management Inc. | 2 | 2 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q3 2022 | Q3 2023 | 4 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 4 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.09% | 0.31% | 0.98% | Q2 2022 | Q3 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.26% | 0.28% | 0.29% | Q1 2023 | Q4 2023 | 4 |
Cipher Capital LP | 4 | 4 | 0.09% | 0.47% | 0.88% | Q2 2022 | Q1 2023 | 4 |
Woodline Partners LP | 3 | 1 | 0.01% | 0.14% | 0.24% | Q4 2020 | Q3 2022 | 4 |
Golden Green, Inc. | 4 | 4 | 0.29% | 0.69% | 1.06% | Q4 2021 | Q3 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 4 | 4 | 0.08% | 0.24% | 0.45% | Q4 2020 | Q3 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.08% | 0.21% | 0.27% | Q4 2021 | Q1 2023 | 4 |
GraniteShares Advisors LLC | 3 | 1 | 0.18% | 0.22% | 0.27% | Q1 2022 | Q2 2023 | 4 |
Three Bridge Wealth Advisors, LLC | 3 | 1 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 2 | 1 | 0.03% | 0.11% | 0.23% | Q2 2021 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
UG Investment Advisers Ltd. | 4 | 4 | 0.18% | 0.40% | 0.70% | Q4 2020 | Q3 2021 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.10% | 0.17% | 0.24% | Q2 2022 | Q2 2023 | 4 |
NVWM, LLC | 4 | 4 | 0.31% | 0.33% | 0.35% | Q2 2021 | Q1 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.06% | 0.19% | 0.27% | Q4 2021 | Q3 2022 | 4 |
UNITED MARITIME CAPITAL LLC | 3 | 1 | 0.13% | 0.75% | 0.97% | Q4 2020 | Q1 2022 | 4 |
Integrated Advisors Network LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.18% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.06% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.43% | 0.50% | 0.56% | Q2 2021 | Q1 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.43% | 0.54% | 0.63% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.33% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Windmill Hill Asset Management Ltd | 3 | 1 | 3.13% | 3.73% | 4.90% | Q4 2021 | Q1 2023 | 4 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Geo Capital Gestora de Recursos Ltd | 4 | 4 | 0.02% | 0.96% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.05% | 0.16% | 0.24% | Q4 2020 | Q3 2022 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q1 2022 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 0.88% | 1.31% | 1.76% | Q1 2021 | Q4 2021 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Jericho Capital Asset Management L.P. | 4 | 4 | 0.46% | 3.30% | 4.86% | Q4 2020 | Q3 2021 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.34% | 0.44% | 0.54% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Alight Capital Management LP | 3 | 1 | 0.73% | 1.18% | 2.22% | Q1 2021 | Q1 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.15% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.17% | 0.53% | Q2 2023 | Q3 2023 | 4 |
Investidor Profissional Gestao de Recursos Ltda. | 2 | 2 | 0.78% | 1.58% | 3.05% | Q3 2021 | Q3 2023 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Findlay Park Partners LLP | 4 | 4 | 1.03% | 1.19% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Annapolis Financial Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.29% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
THUNDERBIRD PARTNERS LLP | 4 | 4 | 0.26% | 1.23% | 2.06% | Q4 2020 | Q3 2021 | 4 |
MCIA Inc | 3 | 1 | 0.64% | 0.80% | 0.97% | Q3 2021 | Q3 2022 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Proem Advisors LLC | 3 | 1 | 2.31% | 2.88% | 3.83% | Q1 2021 | Q1 2022 | 4 |
WAYCROSS PARTNERS, LLC | 4 | 4 | 0.21% | 0.52% | 0.87% | Q3 2021 | Q2 2022 | 4 |
ACME, LLC | 4 | 4 | 1.46% | 19.38% | 40.55% | Q4 2020 | Q3 2021 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.08% | 0.25% | 0.63% | Q1 2021 | Q4 2022 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MBB PUBLIC MARKETS I LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
WFA Asset Management Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Grandview Asset Management LLC | 2 | 2 | 0.16% | 0.17% | 0.20% | Q1 2021 | Q1 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.07% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 2 | 2 | 0.01% | 0.31% | 1.15% | Q1 2021 | Q1 2022 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.25% | 0.32% | 0.45% | Q2 2021 | Q1 2022 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.20% | 0.23% | 0.28% | Q1 2021 | Q4 2021 | 4 |
Shay Capital LLC | 2 | 2 | 0.01% | 0.08% | 0.18% | Q1 2021 | Q2 2021 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Delphia (USA) Inc. | 4 | 4 | 0.33% | 0.62% | 1.14% | Q1 2022 | Q4 2022 | 4 |
Accredited Investors Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.12% | 0.38% | 0.53% | Q2 2021 | Q4 2021 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
L2 Asset Management, LLC | 3 | 3 | 0.23% | 1.04% | 1.73% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.03% | 0.13% | 0.22% | Q3 2021 | Q1 2022 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TB Alternative Assets Ltd. | 3 | 3 | 0.73% | 1.71% | 3.62% | Q1 2023 | Q3 2023 | 3 |
Trustees of Columbia University in the City of New York | 3 | 3 | 8.96% | 11.49% | 15.58% | Q1 2023 | Q3 2023 | 3 |
Gunderson Capital Management Inc. | 3 | 3 | 3.47% | 3.75% | 3.91% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.13% | 0.29% | 0.54% | Q4 2020 | Q4 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Guild Investment Management, Inc. | 3 | 3 | 0.54% | 0.60% | 0.69% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 2.11% | 3.30% | 4.16% | Q1 2023 | Q3 2023 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Vienna Asset Management LLC | 2 | 1 | 0.05% | 0.19% | 0.37% | Q4 2021 | Q3 2022 | 3 |
Core Alternative Capital | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.09% | 0.20% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Graphene Investments SAS | 3 | 3 | 1.83% | 1.90% | 2.00% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ThornTree Capital Partners LP | 2 | 1 | 5.68% | 6.40% | 7.42% | Q1 2022 | Q4 2022 | 3 |
DE BURLO GROUP INC | 3 | 3 | 0.91% | 1.53% | 2.45% | Q1 2023 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
FORD FOUNDATION | 3 | 3 | 27.78% | 34.20% | 38.89% | Q4 2021 | Q2 2022 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
ALGERT GLOBAL LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.07% | 0.46% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.05% | 0.11% | 0.21% | Q4 2020 | Q2 2022 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 3 |
PineBridge Investments, L.P. | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Integris Wealth Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.50% | 0.61% | 0.70% | Q2 2021 | Q4 2021 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q2 2021 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q2 2022 | 3 |
Mercer Capital Advisers, Inc. | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2021 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AustralianSuper Pty Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PARNASSUS INVESTMENTS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Atreides Management, LP | 2 | 2 | 0.84% | 2.60% | 5.10% | Q1 2022 | Q2 2022 | 3 |
Crestline Management, LP | 1 | 1 | 0.04% | 0.11% | 0.25% | Q1 2021 | Q1 2022 | 3 |
Axiom Advisory, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.54% | 0.98% | Q3 2021 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Ghisallo Capital Management LLC | 3 | 3 | 0.32% | 1.17% | 2.58% | Q1 2021 | Q3 2021 | 3 |
HC FINANCIAL ADVISORS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
CAPITAL ADVISORS INC/OK | 3 | 3 | 0.29% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Greenline Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Power Corp of Canada | 2 | 1 | 0.05% | 0.32% | 0.47% | Q3 2022 | Q2 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
SHAKER INVESTMENTS LLC/OH | 3 | 3 | 0.46% | 0.81% | 1.02% | Q1 2023 | Q3 2023 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 3 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.41% | 0.87% | 1.30% | Q2 2021 | Q1 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.72% | 1.75% | 1.79% | Q1 2023 | Q3 2023 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 1 | 0.12% | 0.30% | 0.47% | Q4 2020 | Q4 2021 | 3 |
Choate Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.09% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Stonegate Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.15% | 0.73% | 1.83% | Q4 2020 | Q3 2023 | 3 |
Eudaimonia Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 3 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 1.33% | 4.19% | 9.02% | Q2 2021 | Q3 2023 | 3 |
SPHERA FUNDS MANAGEMENT LTD. | 3 | 3 | 0.26% | 0.62% | 0.87% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Teilinger Capital Ltd. | 2 | 2 | 0.01% | 0.32% | 0.61% | Q2 2021 | Q3 2021 | 3 |
Alphinity Investment Management Pty Ltd | 3 | 3 | 3.38% | 3.49% | 3.70% | Q1 2023 | Q3 2023 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.04% | 0.22% | 0.44% | Q4 2020 | Q2 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q2 2022 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Durable Capital Partners LP | 3 | 3 | 1.24% | 1.48% | 1.75% | Q4 2020 | Q2 2021 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.18% | 0.77% | 1.23% | Q2 2022 | Q3 2022 | 3 |
Parkside Investments, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2022 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Edgewood Management | 3 | 3 | 2.35% | 3.53% | 4.61% | Q1 2023 | Q3 2023 | 3 |
HHLR ADVISORS, LTD. | 3 | 3 | 0.33% | 1.35% | 3.33% | Q2 2021 | Q4 2021 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AnglePoint Asset Management Ltd | 2 | 1 | 3.27% | 4.51% | 5.66% | Q4 2021 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.24% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.31% | 0.36% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.44% | 0.59% | 0.70% | Q4 2021 | Q2 2022 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.12% | 0.25% | Q1 2021 | Q1 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.46% | 0.49% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.38% | 1.04% | 1.52% | Q1 2021 | Q1 2022 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 1 | 0.12% | 0.61% | 1.00% | Q4 2021 | Q3 2022 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.77% | 5.62% | 10.63% | Q1 2021 | Q1 2023 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Accel XI Associates L.L.C. | 3 | 3 | 34.07% | 42.28% | 54.39% | Q4 2020 | Q2 2021 | 3 |
Archvest Wealth Advisors, Inc. | 3 | 3 | 0.30% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.03% | 0.15% | 0.21% | Q3 2021 | Q1 2022 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Alphabet Inc. | 3 | 3 | 1.64% | 3.92% | 5.24% | Q4 2020 | Q2 2021 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.31% | 0.36% | 0.40% | Q1 2022 | Q3 2022 | 3 |
Bangor Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Latash Investments, LLC | 3 | 3 | 0.26% | 0.36% | 0.42% | Q4 2022 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
General Catalyst Group Management, LLC | 3 | 3 | 7.58% | 9.51% | 10.96% | Q4 2020 | Q2 2021 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.54% | 0.88% | Q4 2021 | Q4 2022 | 3 |
Insight Folios Inc | 3 | 3 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q1 2022 | 3 |
SHELTON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.02% | 0.12% | 0.28% | Q3 2023 | Q3 2023 | 3 |
TPG Group Holdings (SBS) Advisors, Inc. | 3 | 3 | 0.08% | 0.74% | 2.01% | Q4 2020 | Q2 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 3 | 3 | 0.55% | 1.77% | 3.34% | Q4 2021 | Q2 2022 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
AH Equity Partners II, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q2 2023 | 3 |
Beck Bode, LLC | 2 | 1 | 0.00% | 1.04% | 1.68% | Q2 2021 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Two Creeks Capital Management, LP | 3 | 3 | 4.80% | 5.74% | 6.92% | Q1 2023 | Q3 2023 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.03% | 0.36% | 0.74% | Q4 2021 | Q2 2022 | 3 |
Key FInancial Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ALBERT D MASON INC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q4 2023 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 0.70% | 0.72% | 0.74% | Q1 2023 | Q3 2023 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.04% | 0.52% | 1.13% | Q4 2022 | Q2 2023 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Duquesne Family Office | 3 | 3 | 2.13% | 2.62% | 3.00% | Q2 2021 | Q4 2021 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.90% | 1.04% | 1.29% | Q1 2023 | Q3 2023 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 3 | 0.07% | 0.12% | 0.21% | Q1 2022 | Q3 2022 | 3 |
FLOSSBACH VON STORCH AG | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q2 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.03% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.01% | 0.18% | 0.28% | Q1 2022 | Q2 2023 | 3 |
Barbara Oil Co. | 3 | 3 | 0.29% | 0.31% | 0.32% | Q3 2021 | Q1 2022 | 3 |
Fortis Capital Management LLC | 1 | 1 | 0.11% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
Parkwood LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 2 | 0.82% | 0.88% | 0.95% | Q1 2022 | Q2 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.31% | 0.36% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 2 | 2 | 2.46% | 2.82% | 3.19% | Q3 2021 | Q4 2021 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Freemont Management S.A. | 2 | 2 | 0.68% | 0.75% | 0.82% | Q2 2022 | Q3 2022 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.46% | 0.53% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.12% | 0.90% | 1.69% | Q2 2023 | Q3 2023 | 2 |
Sawyer & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q4 2022 | 2 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.34% | 0.39% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Caledonia (Private) Investments Pty Ltd | 2 | 2 | 1.54% | 1.74% | 1.94% | Q4 2020 | Q1 2021 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.02% | 0.10% | 0.17% | Q3 2021 | Q1 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.56% | 0.65% | 0.73% | Q4 2022 | Q1 2023 | 2 |
Lynwood Capital Management Inc. | 2 | 2 | 0.81% | 1.25% | 1.68% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Aristides Capital LLC | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.14% | 0.28% | Q1 2021 | Q3 2021 | 2 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.65% | 0.73% | 0.81% | Q4 2022 | Q1 2023 | 2 |
LifePro Asset Management | 2 | 2 | 3.42% | 3.68% | 3.93% | Q4 2021 | Q1 2022 | 2 |
Tevis Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Hidden Lake Asset Management LP | 2 | 2 | 0.74% | 1.53% | 2.32% | Q1 2022 | Q2 2022 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q1 2021 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Barrier Capital Management, LLC | 2 | 2 | 5.17% | 6.36% | 7.54% | Q2 2023 | Q3 2023 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Whale Rock Capital Management | 2 | 2 | 0.30% | 0.38% | 0.46% | Q4 2020 | Q1 2021 | 2 |
Immersion Capital LLP | 2 | 2 | 0.94% | 1.17% | 1.40% | Q4 2020 | Q1 2021 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Islet Management, LP | 1 | 1 | 0.68% | 0.76% | 0.84% | Q2 2021 | Q2 2022 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.20% | 0.32% | 0.43% | Q4 2020 | Q1 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 1.02% | 1.06% | 1.10% | Q2 2023 | Q3 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
LCM Capital Management Inc | 2 | 2 | 0.36% | 0.37% | 0.38% | Q3 2021 | Q4 2021 | 2 |
Morse Asset Management, Inc | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.08% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Exane Asset Management | 2 | 2 | 0.12% | 1.55% | 2.98% | Q3 2021 | Q4 2021 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Summit Global Investments | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ibex Investors LLC | 1 | 1 | 0.53% | 1.21% | 1.89% | Q1 2021 | Q3 2022 | 2 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Whetstone Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.03% | 0.12% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Privium Fund Management B.V. | 2 | 2 | 0.26% | 0.40% | 0.53% | Q2 2023 | Q3 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.38% | 0.93% | 1.49% | Q4 2020 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.56% | 0.60% | 0.63% | Q1 2021 | Q2 2022 | 2 |
Mass General Brigham, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Pitti Group Wealth Management, LLC | 2 | 2 | 0.85% | 0.89% | 0.93% | Q4 2021 | Q1 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 2 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 2 |
RIVERPARK CAPITAL MANAGEMENT LLC | 2 | 2 | 1.99% | 2.31% | 2.64% | Q4 2021 | Q1 2022 | 2 |
Disruptive Technology Advisers LLC | 2 | 2 | 0.22% | 0.97% | 1.71% | Q2 2021 | Q3 2021 | 2 |
Tabor Asset Management, LP | 2 | 2 | 1.26% | 1.98% | 2.69% | Q2 2022 | Q3 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Blue Pool Management Ltd. | 2 | 2 | 2.22% | 2.39% | 2.56% | Q4 2020 | Q1 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.53% | 0.76% | 0.98% | Q4 2021 | Q1 2022 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.36% | 0.67% | Q1 2022 | Q4 2022 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 2.28% | 2.36% | 2.43% | Q4 2021 | Q1 2022 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Franchise Capital Ltd | 1 | 1 | 1.80% | 3.29% | 4.78% | Q3 2022 | Q1 2023 | 2 |
Sassicaia Capital Advisers LLC | 2 | 2 | 0.21% | 1.12% | 2.03% | Q1 2021 | Q2 2021 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BLODGETT WEALTH ADVISORS, LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2021 | Q1 2022 | 2 |
RiverPark Advisors, LLC | 2 | 2 | 1.49% | 1.65% | 1.81% | Q4 2021 | Q1 2022 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Battery Management Corp. | 2 | 2 | 12.65% | 16.14% | 19.63% | Q4 2020 | Q1 2021 | 2 |
Orbis Allan Gray Ltd | 2 | 2 | 0.82% | 1.17% | 1.53% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 2 |
PGGM Investments | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Comprehensive Financial Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q1 2023 | 2 |
VISTA CAPITAL PARTNERS, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LBP AM SA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.24% | 0.31% | 0.39% | Q3 2022 | Q4 2022 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Czech National Bank | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2023 | Q4 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.56% | 1.09% | Q1 2022 | Q1 2023 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q3 2022 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.56% | 0.70% | 0.85% | Q1 2021 | Q3 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
First Long Island Investors, LLC | 2 | 2 | 0.77% | 0.89% | 1.00% | Q2 2023 | Q3 2023 | 2 |
ALLEN OPERATIONS LLC | 2 | 2 | 3.14% | 3.44% | 3.75% | Q4 2020 | Q1 2021 | 2 |
Solel Partners LP | 2 | 2 | 1.01% | 1.02% | 1.02% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GLADE BROOK CAPITAL PARTNERS LLC | 2 | 2 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q1 2021 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 2.39% | 2.40% | 2.41% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Broderick Brian C | 2 | 2 | 0.13% | 0.25% | 0.37% | Q2 2023 | Q3 2023 | 2 |
AH Equity Partners III (Parallel), L.L.C. | 2 | 2 | 3.07% | 3.39% | 3.70% | Q4 2020 | Q1 2021 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q4 2021 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.36% | 0.46% | 0.56% | Q1 2022 | Q2 2022 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.10% | 0.33% | 0.55% | Q2 2021 | Q2 2022 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TERRIL BROTHERS, INC. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.06% | 0.11% | 0.17% | Q2 2021 | Q3 2021 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q1 2022 | Q2 2022 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Aubrey Capital Management Ltd | 1 | 1 | 0.42% | 1.44% | 2.45% | Q4 2020 | Q1 2022 | 2 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Atom Investors LP | 1 | 1 | 0.14% | 0.20% | 0.26% | Q2 2021 | Q1 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.28% | 0.31% | 0.33% | Q4 2021 | Q1 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
III Capital Management | 1 | 1 | 0.08% | 0.26% | 0.45% | Q4 2022 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Junto Capital Management LP | 2 | 2 | 0.79% | 0.80% | 0.82% | Q4 2021 | Q1 2022 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Altimeter Capital Management | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2022 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 2 | 0.53% | 0.62% | 0.71% | Q2 2021 | Q3 2021 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.16% | 0.25% | Q1 2021 | Q2 2023 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.60% | 0.77% | 0.95% | Q3 2021 | Q2 2022 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bank of New Hampshire | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q3 2021 | Q4 2021 | 2 |
Kula Investments, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q1 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Chanos & Co LP | 1 | 1 | 0.09% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 2 |
Alkeon Capital Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 0.20% | 1.66% | 3.12% | Q4 2021 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WT Wealth Management | 2 | 2 | 0.36% | 0.37% | 0.38% | Q1 2021 | Q2 2021 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.15% | 0.21% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CRV, LLC | 2 | 2 | 0.11% | 0.18% | 0.26% | Q4 2020 | Q1 2021 | 2 |
Evolution Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Invenomic Capital Management LP | 1 | 1 | 0.30% | 0.43% | 0.56% | Q3 2021 | Q2 2022 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2021 | Q1 2021 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 3.38% | 3.38% | 3.38% | Q1 2022 | Q1 2022 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2023 | Q3 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sculptor Capital LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2023 | Q1 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
Ion Asset Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Octahedron Capital Management L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lunia Capital LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Oribel Capital Management, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q1 2023 | Q1 2023 | 1 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kentucky Retirement Systems | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
William Allan Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carmignac Gestion | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2022 | Q2 2022 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Prime Capital Management Co Ltd | 1 | 1 | 10.15% | 10.15% | 10.15% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2022 | Q1 2022 | 1 |
Prentice Capital Management, LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2022 | Q1 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Stony Point Capital LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Whitford Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Azimuth Capital Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2021 | Q1 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Woodson Capital Management, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2020 | Q4 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
GENERAL ATLANTIC, L.P. | 1 | 1 | 3.09% | 3.09% | 3.09% | Q2 2021 | Q2 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 8.75% | 8.75% | 8.75% | Q1 2022 | Q1 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retirement Systems of Alabama | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
MONEYWISE, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 4.94% | 4.94% | 4.94% | Q4 2020 | Q4 2020 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q1 2023 | Q1 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVICTUS PRIVATE WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q1 2022 | Q1 2022 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 4.06% | 4.06% | 4.06% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Axel Capital Management, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2020 | Q4 2020 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2021 | Q4 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2023 | Q3 2023 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
HSG Holding Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Hickory Lane Capital Management LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2020 | Q4 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
black-and-white Capital LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2020 | Q4 2020 | 1 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
GENERATION INVESTMENT MANAGEMENT LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2020 | Q4 2020 | 1 |
BANK OF HAWAII | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
CenterBook Partners LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Styrax Capital, LP | 1 | 1 | 5.27% | 5.27% | 5.27% | Q1 2022 | Q1 2022 | 1 |
SFMG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2023 | Q1 2023 | 1 |
Gainplan LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
Trinity Street Asset Management LLP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 8.32% | 8.32% | 8.32% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2021 | Q3 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
StepStone Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Calixto Global Investors, LP | 1 | 1 | 2.63% | 2.63% | 2.63% | Q2 2022 | Q2 2022 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2021 | Q1 2021 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EMG Holdings, L.P. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2023 | Q3 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kentucky Retirement Systems Insurance Trust Fund | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AH Equity Partners I, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Triatomic Management LP | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2023 | Q3 2023 | 1 |
GREENOAKS CAPITAL PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Coatue Management | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2023 | Q1 2023 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Lantz Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
Greenwoods Asset Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2023 | Q1 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
RBF Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Long Pond Capital | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2020 | Q4 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
St. Louis Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HG Vora Capital Management, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2020 | Q4 2020 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2020 | Q4 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Regal Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2022 | Q2 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2022 | Q3 2022 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kingstown Capital | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q4 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpha Family Trust | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Johns Hopkins University | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Numerai GP LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Greylock XIII GP LLC | 1 | 1 | 79.06% | 79.06% | 79.06% | Q2 2021 | Q2 2021 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
GenTrust, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Planning LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ArchPoint Investors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
INHERENT GROUP, LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2023 | Q1 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own AIRBNB INC or have owned AIRBNB INC in the past.