APPIAN CORP shareholder history

Current and past APPIAN CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.01%Q2 2018Q3 202363
Citadel Advisors 2110.00%0.00%0.01%Q2 2017Q3 202362
Cutler Group LLC / CA 22220.00%0.01%0.09%Q2 2018Q3 202360
PEAK6 Investments LLC 1910.00%0.01%0.04%Q3 2018Q3 202344
Walleye Trading LLC 1550.00%0.00%0.02%Q3 2018Q3 202343
D. E. Shaw & Co., Inc. 22220.00%0.02%0.09%Q2 2018Q3 202343
JANE STREET GROUP, LLC 1710.00%0.00%0.01%Q3 2018Q3 202337
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2018Q3 202335
Parallax Volatility Advisers, L.P. 1020.00%0.00%0.02%Q3 2019Q4 202231
GOLDMAN SACHS GROUP INC 2110.00%0.00%0.00%Q2 2017Q3 202327
BNP PARIBAS FINANCIAL MARKETS 2220.00%0.00%0.01%Q2 2017Q3 202326
WELLS FARGO & COMPANY/MN 26260.00%0.00%0.00%Q2 2017Q3 202326
BlackRock Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
JPMORGAN CHASE & CO 26260.00%0.00%0.00%Q2 2017Q3 202326
Abdiel Capital Advisors 262610.38%18.27%28.06%Q2 2017Q3 202326
VANGUARD GROUP INC 26260.00%0.01%0.02%Q2 2017Q3 202326
Carmichael Hill & Associates, Inc. 16160.00%0.03%0.14%Q4 2019Q3 202326
MORGAN STANLEY 26260.00%0.01%0.05%Q2 2017Q3 202326
FIFTH THIRD BANCORP 26260.00%0.00%0.00%Q2 2017Q3 202326
Tower Research Capital LLC (TRC) 14110.00%0.01%0.03%Q2 2017Q3 202325
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.03%Q2 2017Q3 202325
CREDIT SUISSE AG/ 18180.00%0.00%0.01%Q2 2019Q3 202325
NORTHERN TRUST CORP 25250.00%0.00%0.01%Q3 2017Q3 202325
GEODE CAPITAL MANAGEMENT, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
STATE STREET CORP 25250.00%0.00%0.01%Q3 2017Q3 202325
UBS Group AG 25250.00%0.00%0.00%Q3 2017Q3 202325
BARCLAYS PLC 1960.00%0.00%0.02%Q2 2017Q3 202325
Kistler-Tiffany Companies, LLC 24240.00%0.01%0.03%Q3 2017Q2 202324
ROYAL BANK OF CANADA 2310.00%0.00%0.00%Q3 2017Q3 202324
DEUTSCHE BANK AG\ 1920.00%0.00%0.01%Q2 2017Q3 202324
PRICE T ROWE ASSOCIATES INC /MD/ 24240.00%0.00%0.00%Q4 2017Q3 202324
BANK OF AMERICA CORP /DE/ 1940.00%0.00%0.00%Q4 2017Q3 202324
ADIRONDACK TRUST CO 23230.00%0.01%0.03%Q1 2018Q3 202323
Roundview Capital LLC 1670.03%0.45%1.30%Q2 2017Q3 202323
TWO SIGMA INVESTMENTS, LP 910.00%0.02%0.13%Q1 2018Q3 202323
Bank of New York Mellon Corp 23230.00%0.00%0.01%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.00%0.01%Q1 2016Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1840.00%0.00%0.00%Q3 2017Q3 202322
CITIGROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 21210.00%0.01%0.02%Q3 2018Q3 202321
LPL Financial LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
DUNCKER STREETT & CO INC 1650.00%0.00%0.00%Q2 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
FIRST TRUST ADVISORS LP 21210.01%0.07%0.14%Q3 2018Q3 202321
US BANCORP \DE\ 20200.00%0.00%0.00%Q4 2018Q3 202320
GREAT WEST LIFE ASSURANCE CO /CAN/ 20200.00%0.02%0.03%Q4 2018Q3 202320
SIGNATUREFD, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
MetLife Investment Management, LLC 1820.00%0.01%0.02%Q1 2018Q3 202320
METROPOLITAN LIFE INSURANCE CO/NY 1820.00%0.01%0.02%Q1 2018Q3 202320
NEW YORK STATE COMMON RETIREMENT FUND 1820.00%0.00%0.01%Q3 2017Q3 202320
BLAIR WILLIAM & CO/IL 20200.00%0.01%0.02%Q4 2018Q3 202320
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.00%Q2 2017Q3 202320
Squarepoint Ops LLC 610.00%0.01%0.04%Q1 2018Q3 202320
KING LUTHER CAPITAL MANAGEMENT CORP 20200.00%0.02%0.04%Q4 2018Q3 202320
Lindbrook Capital, LLC 1270.00%0.00%0.01%Q4 2018Q3 202319
FMR LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15150.00%0.35%1.19%Q1 2020Q3 202319
FLAGSHIP HARBOR ADVISORS, LLC 19190.02%0.05%0.12%Q1 2019Q3 202319
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1810.00%0.00%0.01%Q2 2018Q3 202319
Valeo Financial Advisors, LLC 1530.00%0.01%0.05%Q3 2017Q1 202219
LORD, ABBETT & CO. LLC 1810.02%0.10%0.26%Q2 2017Q3 202319
Baillie Gifford 19190.03%0.21%0.55%Q1 2019Q3 202319
American Portfolios Advisors 19190.00%0.01%0.02%Q1 2018Q3 202219
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.00%0.00%0.02%Q1 2019Q3 202319
BALDWIN BROTHERS LLC/MA 19190.01%0.02%0.05%Q2 2019Q4 202319
STRS OHIO 1180.00%0.00%0.01%Q1 2018Q1 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Swiss National Bank 18180.00%0.00%0.01%Q2 2019Q3 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.00%0.00%0.00%Q2 2019Q3 202318
AdvisorNet Financial, Inc 1610.00%0.00%0.02%Q1 2018Q3 202318
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18180.00%0.00%0.01%Q2 2019Q3 202318
ALLIANCEBERNSTEIN L.P. 18180.00%0.00%0.01%Q2 2019Q3 202318
AMERICAN INTERNATIONAL GROUP, INC. 18180.00%0.01%0.01%Q2 2019Q3 202318
UBS ASSET MANAGEMENT AMERICAS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Gradient Investments LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.01%0.01%0.02%Q2 2019Q3 202318
Cubist Systematic Strategies, LLC 1710.00%0.03%0.08%Q2 2018Q3 202318
AMALGAMATED BANK 18180.00%0.01%0.03%Q2 2019Q3 202318
TCI Wealth Advisors, Inc. 18180.00%0.00%0.02%Q4 2018Q1 202318
SIMPLEX TRADING, LLC 1210.00%0.00%0.00%Q2 2018Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
VOYA INVESTMENT MANAGEMENT LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Legal & General Group Plc 18180.00%0.00%0.00%Q2 2019Q3 202318
RHUMBLINE ADVISERS 18180.00%0.00%0.01%Q2 2019Q3 202318
Geneos Wealth Management Inc. 1710.00%0.00%0.01%Q3 2018Q3 202318
Bedel Financial Consulting, Inc. 17170.00%0.00%0.01%Q1 2018Q1 202217
NISA INVESTMENT ADVISORS, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
Advisory Services Network, LLC 1160.00%0.04%0.14%Q4 2018Q1 202317
Truvestments Capital LLC 610.00%0.01%0.03%Q3 2018Q3 202317
NEEDHAM INVESTMENT MANAGEMENT LLC 17170.03%0.17%0.59%Q4 2017Q4 202117
Twin Tree Management, LP 660.00%0.01%0.02%Q4 2020Q1 202216
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 16160.00%0.00%0.01%Q4 2019Q3 202316
SG Americas Securities, LLC 1240.00%0.01%0.03%Q2 2019Q2 202316
Jasper Ridge Partners, L.P. 1330.01%0.02%0.04%Q3 2019Q3 202316
StackLine Partners LP 16164.39%8.45%18.36%Q4 2018Q3 202216
Chicago Partners Investment Group LLC 16160.07%0.14%0.32%Q4 2019Q3 202316
Parkwood LLC 1060.11%0.27%0.42%Q3 2019Q3 202316
Cornerstone Advisory, LLC 810.02%0.15%0.26%Q1 2018Q3 202316
Engineers Gate Manager LP 710.01%0.06%0.14%Q1 2018Q4 202216
Versant Capital Management, Inc 16160.00%0.00%0.00%Q1 2020Q4 202316
North Star Investment Management Corp. 1310.00%0.00%0.00%Q4 2018Q3 202316
BANK OF MONTREAL /CAN/ 1420.00%0.00%0.00%Q4 2017Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q3 2018Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1210.01%0.09%0.34%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
Quantbot Technologies LP 410.01%0.04%0.11%Q2 2018Q3 202315
Sandy Spring Bank 870.00%0.01%0.01%Q1 2018Q3 202215
Steward Partners Investment Advisory, LLC 1410.00%0.00%0.02%Q3 2018Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 1410.00%0.00%0.00%Q4 2018Q1 202315
JFS WEALTH ADVISORS, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Tradewinds Capital Management, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 14140.00%0.00%0.00%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 1110.00%0.00%0.02%Q1 2018Q4 202214
Cambridge Investment Research Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.01%0.03%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2018Q2 202214
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.00%0.00%0.00%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 14140.00%0.01%0.01%Q2 2020Q3 202314
GILDER GAGNON HOWE & CO LLC 14140.01%0.05%0.13%Q2 2017Q3 202014
Larson Financial Group LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 1110.00%0.00%0.01%Q2 2018Q1 202214
Parkside Financial Bank & Trust 14140.00%0.01%0.01%Q2 2020Q3 202314
ProShare Advisors LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
Invesco Ltd. 13130.00%0.00%0.00%Q3 2020Q3 202313
PDT Partners, LLC 910.02%0.16%0.44%Q1 2019Q3 202313
HighTower Advisors, LLC 13130.00%0.00%0.00%Q1 2019Q1 202213
McIlrath & Eck, LLC 13130.01%0.01%0.02%Q1 2019Q1 202213
CAPITAL FUND MANAGEMENT S.A. 880.00%0.02%0.05%Q4 2020Q3 202213
Independent Advisor Alliance 1030.02%0.06%0.15%Q2 2020Q3 202313
NORGES BANK 840.00%0.00%0.01%Q2 2017Q4 202212
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q3 2019Q1 202312
Patriot Financial Group Insurance Agency, LLC 12120.00%0.01%0.01%Q3 2019Q2 202212
Creative Planning 910.00%0.00%0.00%Q2 2017Q3 202312
Trexquant Investment LP 910.01%0.06%0.17%Q3 2019Q3 202312
Newbridge Financial Services Group, Inc. 12120.02%0.13%0.40%Q4 2020Q3 202312
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 1020.00%0.00%0.01%Q1 2020Q3 202312
Nepsis Inc. 12121.89%3.04%3.97%Q4 2017Q3 202012
TUDOR INVESTMENT CORP ET AL 410.01%0.03%0.08%Q3 2018Q3 202311
Capital Advisory Group Advisory Services, LLC 710.01%0.02%0.10%Q1 2019Q1 202211
Harel Insurance Investments & Financial Services Ltd. 740.00%0.02%0.12%Q2 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Orion Capital Management LLC 1010.00%0.01%0.03%Q4 2020Q3 202311
Column Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Activest Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Walleye Capital LLC 210.00%0.02%0.06%Q3 2019Q3 202311
PRINCIPAL FINANCIAL GROUP INC 1010.00%0.00%0.00%Q2 2020Q2 202311
Mezzasalma Advisors, LLC 11110.75%1.61%3.76%Q4 2020Q2 202311
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 920.01%0.08%0.19%Q1 2020Q4 202211
Capital Investment Advisory Services, LLC 740.00%0.04%0.13%Q4 2018Q2 202211
STATE OF WISCONSIN INVESTMENT BOARD 11110.00%0.00%0.01%Q4 2020Q2 202311
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q3 2018Q3 202311
Avior Wealth Management, LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
Hudock, Inc. 11110.00%0.00%0.00%Q1 2020Q3 202211
MACROVIEW INVESTMENT MANAGEMENT LLC 740.00%0.00%0.00%Q1 2018Q2 202211
ETF MANAGERS GROUP, LLC 1010.01%0.02%0.10%Q2 2020Q1 202311
D.A. DAVIDSON & CO. 11110.00%0.01%0.02%Q1 2020Q3 202211
Renaissance Technologies 510.00%0.01%0.02%Q1 2019Q1 202311
Mitsubishi UFJ Trust & Banking Corp 11110.02%0.04%0.06%Q3 2019Q1 202211
MACQUARIE GROUP LTD 1010.00%0.00%0.04%Q4 2017Q3 202211
Engle Capital Management, L.P. 11110.29%2.36%4.85%Q3 2017Q1 202011
ALBION FINANCIAL GROUP /UT 1010.01%0.02%0.06%Q4 2020Q3 202311
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10100.02%0.42%1.07%Q1 2020Q2 202210
Pier Capital, LLC 10100.00%0.76%1.37%Q2 2019Q3 202110
Glassman Wealth Services 430.00%0.01%0.08%Q3 2020Q3 202310
LADENBURG THALMANN FINANCIAL SERVICES INC. 10100.00%0.00%0.01%Q3 2017Q4 201910
Oakcliff Capital Partners, LP 10104.95%6.30%7.53%Q2 2018Q3 202010
PRUDENTIAL FINANCIAL INC 640.00%0.00%0.00%Q4 2020Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Advantage Alpha Capital Partners LP 910.81%1.16%1.56%Q1 2020Q3 202310
Mirae Asset Global Investments Co., Ltd. 640.00%0.02%0.05%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
TWO SIGMA ADVISERS, LP 710.00%0.01%0.02%Q1 2019Q3 202310
Total Clarity Wealth Management, Inc. 910.04%0.24%0.74%Q4 2019Q2 202210
TORONTO DOMINION BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
NEXT Financial Group, Inc 610.00%0.02%0.04%Q4 2018Q4 202110
MML INVESTORS SERVICES, LLC 820.00%0.00%0.01%Q1 2019Q1 202210
SALEM INVESTMENT COUNSELORS INC 720.00%0.00%0.02%Q4 2020Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
TEACHER RETIREMENT SYSTEM OF TEXAS 810.00%0.01%0.03%Q1 2018Q3 20229
Manchester Capital Management LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Jump Financial, LLC 510.04%0.11%0.21%Q1 2021Q3 20239
BROWN ADVISORY INC 420.00%0.01%0.04%Q2 2017Q4 20209
Granahan Investment Management 630.09%0.19%0.33%Q2 2017Q3 20239
ExodusPoint Capital Management, LP 310.00%0.02%0.04%Q4 2018Q2 20239
Plante Moran Financial Advisors, LLC 540.00%0.00%0.00%Q2 2018Q1 20219
Advisor Group, Inc. 990.00%0.00%0.00%Q4 2017Q4 20199
Point72 Asset Management, L.P. 310.00%0.01%0.04%Q2 2017Q3 20239
Stonebridge Capital Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Cribstone Capital Management, LLC 990.03%0.10%0.20%Q4 2020Q4 20229
LOS ANGELES CAPITAL MANAGEMENT LLC 720.00%0.00%0.01%Q1 2021Q3 20239
Russell Investments Group, Ltd. 990.00%0.00%0.00%Q1 2020Q1 20229
Adalta Capital Management LLC 720.10%0.19%0.31%Q3 2019Q4 20219
AQR Capital Management 990.00%0.00%0.01%Q3 2019Q3 20219
FIDUCIARY TRUST CO 990.00%0.01%0.02%Q2 2020Q2 20229
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q3 20239
VIRGINIA RETIREMENT SYSTEMS ET AL 510.00%0.01%0.01%Q4 2020Q3 20239
Wealthspire Advisors, L.P. 630.00%0.02%0.08%Q4 2017Q2 20209
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
SILVERCREST ASSET MANAGEMENT GROUP LLC 530.04%0.09%0.17%Q3 2019Q3 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bartlett & Co. LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Covington Capital Management 880.00%0.00%0.00%Q4 2020Q3 20228
Spark Investment Management LLC 880.05%0.25%0.45%Q2 2017Q1 20198
Sound Income Strategies, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Lenox Wealth Advisors, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Sugarloaf Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Paloma Partners Management Co 410.00%0.01%0.03%Q1 2019Q1 20228
OCCUDO QUANTITATIVE STRATEGIES LP 320.04%0.15%0.23%Q4 2020Q3 20238
Prime Capital Investment Advisors, LLC 880.00%0.01%0.02%Q3 2019Q2 20218
TRUIST FINANCIAL CORP 620.00%0.00%0.00%Q4 2019Q1 20228
Amundi 620.00%0.00%0.00%Q2 2021Q3 20238
Synergy Financial Group, LTD 880.86%1.02%1.33%Q4 2021Q3 20238
Financial Advocates Investment Management 880.02%0.03%0.06%Q2 2020Q1 20228
QUADRANT CAPITAL GROUP LLC 410.00%0.00%0.00%Q2 2021Q3 20238
ClariVest Asset Management LLC 880.01%0.02%0.02%Q4 2020Q3 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.02%0.05%0.08%Q2 2020Q3 20228
Rise Advisors, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Allegheny Financial Group LTD 710.08%0.21%0.43%Q4 2020Q3 20238
Cresset Asset Management, LLC 520.00%0.00%0.01%Q4 2020Q3 20238
Crossmark Global Holdings, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
State of New Jersey Common Pension Fund D 510.01%0.01%0.02%Q3 2019Q2 20228
Telemark Asset Management, LLC 620.44%1.38%2.28%Q2 2017Q4 20198
Field & Main Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
HHM Wealth Advisors, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Missouri Trust & Investment Co 880.00%0.00%0.00%Q4 2021Q3 20238
Concorde Asset Management, LLC 530.14%0.57%1.14%Q2 2019Q3 20218
GLENMEDE TRUST CO NA 710.00%0.00%0.00%Q3 2017Q4 20218
DIMENSIONAL FUND ADVISORS LP 620.00%0.00%0.00%Q3 2019Q4 20218
Western Wealth Management, LLC 440.01%0.03%0.08%Q3 2020Q3 20228
AMUNDI ASSET MANAGEMENT US, INC. 880.00%0.02%0.06%Q2 2019Q1 20218
CVA Family Office, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Global Wealth Management Investment Advisory, Inc. 410.00%0.00%0.00%Q4 2018Q2 20237
Rehmann Capital Advisory Group 610.00%0.01%0.04%Q2 2018Q2 20217
Intrinsic Edge Capital Management LLC 550.13%0.37%1.18%Q2 2019Q2 20207
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.07%0.15%Q1 2019Q3 20227
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.01%0.04%Q4 2017Q3 20237
Ancora Advisors LLC 430.00%0.00%0.00%Q4 2020Q3 20227
HAP Trading, LLC 330.00%0.01%0.03%Q2 2020Q4 20217
TOMPKINS FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Catalyst Capital Advisors LLC 520.00%0.00%0.00%Q2 2017Q3 20197
BREWIN DOLPHIN LTD 770.01%0.01%0.02%Q1 2020Q3 20217
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
SHELL ASSET MANAGEMENT CO 770.00%0.01%0.01%Q2 2021Q4 20227
AIGEN INVESTMENT MANAGEMENT, LP 320.02%0.10%0.26%Q4 2019Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.04%0.18%Q1 2021Q4 20227
Tyler-Stone Wealth Management 520.00%0.01%0.01%Q4 2021Q3 20237
Anchor Investment Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Quadrature Capital Ltd 520.04%0.08%0.18%Q4 2020Q3 20227
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Point72 Hong Kong Ltd 210.00%0.00%0.01%Q2 2018Q3 20227
DUALITY ADVISERS, LP 410.04%0.13%0.38%Q1 2021Q1 20237
ROCKY MOUNTAIN ADVISERS, LLC 770.01%0.02%0.04%Q2 2020Q4 20217
Weaver Consulting Group 770.01%0.02%0.04%Q1 2019Q3 20207
AlphaCrest Capital Management LLC 210.01%0.03%0.12%Q1 2019Q3 20227
Addison Advisors LLC 770.00%0.00%0.01%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 610.00%0.01%0.01%Q4 2019Q3 20237
ASHFORD CAPITAL MANAGEMENT INC 770.80%1.22%2.18%Q2 2019Q4 20207
PineBridge Investments, L.P. 770.01%0.01%0.03%Q2 2021Q4 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
CERTUITY, LLC 660.05%0.12%0.21%Q4 2020Q1 20226
Wealthcare Advisory Partners LLC 330.00%0.01%0.03%Q3 2019Q2 20216
Capital Impact Advisors, LLC 660.17%0.57%1.23%Q2 2022Q3 20236
FRONTIER CAPITAL MANAGEMENT CO LLC 660.00%0.06%0.08%Q2 2018Q3 20196
TD Waterhouse Canada Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Sculptor Capital LP 210.00%0.03%0.04%Q3 2018Q2 20206
Wagner Wealth Management, LLC 420.01%0.02%0.03%Q1 2021Q3 20226
Woodline Partners LP 510.01%0.04%0.09%Q3 2021Q2 20236
MEITAV INVESTMENT HOUSE LTD 420.02%0.03%0.05%Q2 2019Q4 20206
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.00%0.00%0.01%Q1 2018Q2 20196
Premier Fund Managers Ltd 330.04%0.12%0.26%Q2 2020Q3 20226
Financial Gravity Asset Management, Inc. 310.00%0.22%1.23%Q2 2020Q2 20236
Cortina Asset Management, LLC 660.13%0.68%1.35%Q1 2018Q2 20196
CI INVESTMENTS INC. 660.00%0.00%0.00%Q3 2021Q4 20226
HRT FINANCIAL LP 210.00%0.02%0.05%Q4 2020Q3 20236
Bell Rock Capital LLC 660.02%0.05%0.10%Q2 2017Q3 20186
HSBC HOLDINGS PLC 510.00%0.00%0.00%Q4 2020Q2 20226
HAMILTON LANE ADVISORS LLC 660.18%2.41%5.28%Q1 2018Q2 20196
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660.01%0.01%0.02%Q2 2017Q3 20186
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
WEDBUSH SECURITIES INC 660.01%0.05%0.10%Q2 2020Q3 20216
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Dynamic Technology Lab Private Ltd 210.03%0.08%0.17%Q3 2019Q4 20226
Lumature Wealth Partners, LLC 420.01%0.02%0.02%Q3 2021Q2 20236
PLATINUM INVESTMENT MANAGEMENT LTD 660.01%0.01%0.02%Q3 2019Q4 20206
Carroll Financial Associates, Inc. 330.00%0.00%0.01%Q4 2019Q3 20216
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.00%Q4 2020Q1 20236
Aquatic Capital Management LLC 410.00%0.01%0.02%Q1 2022Q2 20235
MACKAY SHIELDS LLC 550.00%0.01%0.01%Q1 2020Q1 20215
Athanor Capital, LP 320.04%0.29%0.70%Q3 2019Q4 20205
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.01%0.02%Q4 2021Q4 20225
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
Migdal Insurance & Financial Holdings Ltd. 550.00%0.01%0.01%Q4 2018Q4 20195
GPS Wealth Strategies Group, LLC 320.00%0.05%0.11%Q4 2020Q3 20235
Clearstead Advisors, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.00%Q2 2020Q2 20225
Lattice Capital Management, LLC 410.02%0.16%0.38%Q4 2021Q1 20235
Global Retirement Partners, LLC 410.00%0.00%0.00%Q4 2020Q3 20235
NWAM LLC 550.02%0.04%0.06%Q4 2020Q4 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Baird Financial Group, Inc. 550.01%0.01%0.02%Q1 2020Q1 20215
Cetera Investment Advisers 410.00%0.01%0.03%Q1 2020Q3 20215
ALGERT GLOBAL LLC 310.02%0.05%0.06%Q3 2021Q3 20235
Neo Ivy Capital Management 320.00%0.10%0.21%Q2 2020Q3 20215
Illinois Municipal Retirement Fund 550.01%0.02%0.02%Q4 2020Q4 20215
XTX Topco Ltd 110.05%0.08%0.13%Q1 2021Q3 20235
Aubrey Capital Management Ltd 551.69%2.38%3.05%Q2 2019Q2 20205
BERYLSON CAPITAL PARTNERS, LLC 410.78%1.67%2.68%Q1 2019Q2 20215
Prospera Financial Services Inc 410.01%0.03%0.09%Q3 2020Q1 20225
HOWE & RUSLING INC 550.00%0.00%0.00%Q3 2021Q3 20225
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Evanson Asset Management, LLC 550.09%0.12%0.13%Q3 2022Q3 20235
CLEAR STREET MARKETS LLC 110.00%0.02%0.04%Q1 2021Q3 20225
PUTNAM INVESTMENTS LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Holocene Advisors, LP 310.00%0.01%0.01%Q3 2020Q1 20235
MANCHESTER FINANCIAL INC 550.00%0.01%0.01%Q1 2020Q1 20215
Neuberger Berman Group LLC 320.00%0.00%0.01%Q2 2017Q3 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Hawk Ridge Capital Management 443.64%3.97%4.70%Q4 2022Q3 20234
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20234
DARK FOREST CAPITAL MANAGEMENT LP 310.01%0.05%0.08%Q4 2021Q3 20234
LA FINANCIERE DE L'ECHIQUIER 440.28%0.67%1.01%Q4 2019Q3 20204
Ergoteles LLC 210.03%0.09%0.24%Q1 2021Q2 20224
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2019Q2 20214
MARSHALL WACE, LLP 210.00%0.03%0.07%Q1 2019Q4 20224
CIBC Asset Management Inc 440.00%0.00%0.00%Q4 2020Q3 20214
FOX RUN MANAGEMENT, L.L.C. 110.07%0.12%0.20%Q4 2018Q2 20234
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2020Q3 20214
TWINBEECH CAPITAL LP 210.01%0.08%0.23%Q1 2020Q4 20224
Mutual Advisors, LLC 440.01%0.02%0.03%Q4 2020Q3 20214
TRUST CO OF VERMONT 310.00%0.00%0.00%Q4 2020Q4 20214
Caption Management, LLC 110.04%0.08%0.17%Q2 2020Q4 20224
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
Berman Capital Advisors, LLC 310.00%0.04%0.14%Q4 2019Q3 20214
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Seven Post Investment Office LP 440.06%0.10%0.14%Q4 2020Q3 20214
Cherry Creek Investment Advisors, Inc. 440.16%0.23%0.36%Q2 2021Q1 20224
Vontobel Holding Ltd. 440.00%0.00%0.01%Q4 2020Q3 20214
Virtu Financial LLC 110.02%0.05%0.07%Q4 2017Q2 20234
GRIFFIN ASSET MANAGEMENT, INC. 310.03%0.04%0.06%Q1 2021Q1 20224
VESTOR CAPITAL, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Bell Investment Advisors, Inc 220.00%0.00%0.00%Q3 2021Q4 20224
Stratos Wealth Advisors, LLC 440.02%0.04%0.06%Q4 2020Q3 20214
FORA Capital, LLC 110.01%0.09%0.27%Q1 2020Q2 20234
FinTrust Capital Advisors, LLC 310.00%0.00%0.00%Q4 2018Q1 20214
Granite Investment Partners, LLC 440.73%0.87%1.04%Q2 2019Q1 20204
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Private Capital Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Sonora Investment Management, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q2 2019Q2 20224
Avion Wealth 310.00%0.00%0.00%Q3 2020Q2 20234
SRS Capital Advisors, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
Private Advisor Group, LLC 310.00%0.00%0.00%Q2 2020Q2 20214
Sunbelt Securities, Inc. 310.00%0.01%0.03%Q1 2020Q3 20234
JUPITER ASSET MANAGEMENT LTD 440.36%0.40%0.47%Q3 2018Q2 20194
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 210.00%0.00%0.00%Q1 2019Q1 20224
Graham Capital Management, L.P. 310.01%0.03%0.06%Q2 2022Q3 20234
Sterling Capital Management LLC 440.01%0.02%0.02%Q4 2018Q3 20194
HALL LAURIE J TRUSTEE 440.01%0.01%0.02%Q4 2020Q3 20214
RESOURCES MANAGEMENT CORP /CT/ /ADV 440.00%0.00%0.00%Q3 2019Q2 20204
West Oak Capital, LLC 310.00%0.00%0.00%Q1 2020Q2 20224
HORIZON FINANCIAL SERVICES, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
GSA CAPITAL PARTNERS LLP 110.02%0.04%0.07%Q3 2018Q2 20234
AE Wealth Management LLC 440.00%0.00%0.00%Q4 2020Q3 20214
B. Riley Wealth Advisors, Inc. 440.01%0.01%0.02%Q4 2020Q3 20214
Schonfeld Strategic Advisors LLC 110.00%0.01%0.02%Q2 2020Q2 20234
Solel Partners LP 330.15%0.16%0.18%Q2 2022Q4 20223
Gotham Asset Management, LLC 210.01%0.02%0.04%Q4 2020Q1 20223
Sciencast Management LP 110.06%0.10%0.15%Q2 2020Q3 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
BlueMar Capital Management, LLC 330.26%0.47%0.64%Q2 2017Q4 20173
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Penserra Capital Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Arlington Financial Advisors, LLC 330.08%0.09%0.11%Q4 2020Q2 20213
Atika Capital Management LLC 210.42%0.55%0.76%Q2 2017Q1 20213
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
Kozak & Associates, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
TOCQUEVILLE ASSET MANAGEMENT L.P. 210.00%0.00%0.00%Q2 2018Q3 20193
BARRETT & COMPANY, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Winch Advisory Services, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Man Group plc 210.01%0.02%0.04%Q4 2020Q3 20213
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MONTGOMERY INVESTMENT MANAGEMENT INC 330.08%0.09%0.12%Q4 2020Q2 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Royal Fund Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Qube Research & Technologies Ltd 110.00%0.01%0.02%Q2 2020Q4 20223
Kestra Advisory Services, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q4 2020Q2 20213
FEDERATED HERMES, INC. 210.00%0.00%0.01%Q4 2020Q1 20223
Ayalon Insurance Comp Ltd. 330.03%0.04%0.05%Q3 2021Q1 20223
G2 Investment Partners Management LLC 330.47%1.04%1.48%Q2 2019Q4 20193
Centiva Capital, LP 110.01%0.02%0.04%Q3 2021Q3 20213
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.02%Q1 2019Q1 20213
Arkadios Wealth Advisors 210.00%0.00%0.00%Q4 2020Q3 20213
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q4 2020Q2 20213
Global Wealth Strategies & Associates 330.00%0.00%0.00%Q4 2022Q2 20233
VIVID FINANCIAL MANAGEMENT, INC. 210.12%0.19%0.25%Q4 2020Q3 20213
Venturi Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Concord Wealth Partners 330.00%0.00%0.00%Q4 2022Q2 20233
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.01%Q2 2021Q1 20223
Whale Rock Capital Management 330.31%0.34%0.36%Q2 2017Q4 20173
CIM INVESTMENT MANAGEMENT INC 210.06%0.07%0.07%Q1 2021Q4 20213
Financial Architects, Inc 210.00%0.00%0.00%Q2 2018Q1 20193
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q2 2017Q4 20173
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
MOODY NATIONAL BANK TRUST DIVISION 330.02%0.02%0.03%Q1 2023Q3 20233
Echo Street Capital Management LLC 110.01%0.01%0.01%Q1 2021Q4 20223
Insight Folios Inc 330.14%0.17%0.19%Q3 2021Q1 20223
EXANE DERIVATIVES 330.00%0.04%0.05%Q4 2021Q2 20223
EXCHANGE TRADED CONCEPTS, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
LexAurum Advisors, LLC 330.07%0.07%0.09%Q4 2020Q2 20213
VitalStone Financial, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Quilter Plc 330.01%0.01%0.01%Q4 2020Q2 20213
Laurion Capital Management LP 210.01%0.02%0.02%Q2 2017Q3 20193
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Meristem Family Wealth, LLC 330.07%0.15%0.22%Q4 2020Q2 20213
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
SEI INVESTMENTS CO 210.00%0.00%0.01%Q3 2019Q1 20213
Clear Perspective Advisors, LLC 330.09%0.10%0.12%Q4 2020Q2 20213
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q2 20212
Point72 Middle East FZE 110.00%0.00%0.01%Q4 2022Q3 20232
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CenterStar Asset Management, LLC 110.01%0.02%0.03%Q4 2020Q4 20202
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q2 2022Q3 20222
Bayesian Capital Management, LP 110.04%0.07%0.10%Q1 2021Q3 20222
Jefferies Group LLC 110.01%0.01%0.01%Q1 2019Q1 20212
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q2 2017Q2 20202
Sigma Planning Corp 220.01%0.01%0.01%Q4 2020Q1 20212
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q1 2021Q2 20212
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
ELEMENT CAPITAL MANAGEMENT LLC 220.01%0.03%0.05%Q1 2018Q2 20182
Banque Cantonale Vaudoise 220.01%0.01%0.02%Q1 2021Q2 20212
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q2 2020Q3 20202
EAGLE ASSET MANAGEMENT INC 220.02%0.02%0.02%Q2 2017Q3 20172
Lee Financial Co 220.01%0.02%0.02%Q2 2020Q3 20202
Magnetar Financial LLC 110.00%0.00%0.01%Q4 2020Q1 20222
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Partnervest Advisory Services LLC 110.09%0.12%0.14%Q1 2019Q3 20192
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.01%0.02%Q2 2018Q3 20182
WEXFORD CAPITAL LP 220.03%0.04%0.04%Q4 2017Q1 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2022Q3 20232
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.04%0.06%0.08%Q4 2020Q1 20212
Engrave Wealth Partners LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Stratos Wealth Partners, LTD. 110.00%0.01%0.01%Q3 2018Q4 20202
NATIXIS 110.03%0.05%0.07%Q3 2020Q3 20212
Arlington Partners LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Focused Wealth Management, Inc 220.01%0.01%0.01%Q3 2021Q4 20212
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FRED ALGER MANAGEMENT, LLC 220.23%0.35%0.47%Q4 2020Q1 20212
Ellsworth Advisors, LLC 220.20%0.31%0.42%Q3 2020Q4 20202
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Cascadia Advisory Services, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Weiss Multi-Strategy Advisers LLC 110.05%0.05%0.06%Q2 2017Q2 20212
WELD CAPITAL MANAGEMENT LLC 110.18%0.20%0.22%Q1 2020Q1 20212
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Atlas Private Wealth Management, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Olympiad Research LP 220.23%0.28%0.33%Q2 2020Q3 20202
Segment Wealth Management, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q4 2020Q1 20212
HBK INVESTMENTS L P 110.00%0.01%0.01%Q2 2017Q3 20182
Ruane, Cunniff & Goldfarb L.P. 220.10%0.11%0.12%Q4 2018Q1 20192
Willis Johnson & Associates, Inc. 220.04%0.04%0.05%Q4 2020Q1 20212
Y-Intercept (Hong Kong) Ltd 220.03%0.03%0.03%Q1 2023Q2 20232
Trustees of Princeton University 111.98%2.30%2.63%Q1 2018Q4 20182
abrdn plc 110.00%0.01%0.01%Q1 2018Q4 20182
NN Investment Partners Holdings N.V. 220.01%0.01%0.01%Q4 2020Q1 20212
STEPHENS INC /AR/ 220.01%0.02%0.03%Q3 2018Q4 20182
V Wealth Advisors LLC 220.08%0.08%0.08%Q1 2020Q2 20202
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 220.09%0.12%0.15%Q2 2018Q3 20182
Michael & Susan Dell Foundation 220.48%0.56%0.63%Q2 2019Q3 20192
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Cardan Capital Partners, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
Impax Asset Management Group plc 220.05%0.06%0.06%Q1 2019Q2 20192
BlueCrest Capital Management Ltd 110.01%0.03%0.05%Q3 2017Q1 20192
Verition Fund Management LLC 110.02%0.02%0.03%Q1 2019Q4 20192
NumerixS Investment Technologies Inc 110.01%0.03%0.05%Q2 2017Q2 20192
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.01%0.01%Q2 2021Q4 20222
Joseph Group Capital Management 220.01%0.01%0.01%Q3 2022Q4 20222
Polar Asset Management Partners Inc. 220.02%0.05%0.09%Q4 2020Q1 20212
Regal Investment Advisors LLC 110.03%0.03%0.03%Q4 2020Q2 20212
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SUNTRUST BANKS INC 220.00%0.00%0.00%Q2 2019Q3 20192
EAM Investors, LLC 110.38%0.39%0.40%Q3 2019Q4 20202
ANGLEPOINT ASSET MANAGEMENT, LTD. 222.20%3.21%4.21%Q4 2020Q1 20212
Marshall Wace North America L.P. 110.01%0.01%0.02%Q1 2019Q4 20202
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q4 2017Q1 20182
UBS OCONNOR LLC 220.01%0.03%0.05%Q1 2018Q2 20182
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Laurel Wealth Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CENTAURUS FINANCIAL, INC. 110.00%0.01%0.01%Q2 2018Q4 20202
CSS LLC/IL 110.02%0.02%0.02%Q1 2023Q3 20232
Braun-Bostich & Associates Inc. 220.01%0.01%0.01%Q1 2020Q2 20202
MKD WEALTH COACHES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Abbrea Capital, LLC 220.03%0.05%0.06%Q4 2020Q1 20212
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2017Q3 20172
Campbell & CO Investment Adviser LLC 220.04%0.07%0.10%Q2 2023Q3 20232
Skye Global Management LP 220.09%0.34%0.59%Q4 2017Q1 20182
Freedom Investment Management, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.21%0.33%0.44%Q2 2019Q2 20202
Georgetown University 110.71%0.85%0.99%Q4 2017Q4 20182
Aperio Group, LLC 110.00%0.00%0.00%Q2 2019Q4 20202
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q3 2019Q4 20192
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q4 2017Q4 20171
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Washington Harbour Partners LP 110.92%0.92%0.92%Q2 2021Q2 20211
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q3 2021Q3 20211
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q1 2021Q1 20211
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pinz Capital Management, LP 110.52%0.52%0.52%Q2 2020Q2 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PRUDENTIAL PLC 110.01%0.01%0.01%Q3 2021Q3 20211
PHILADELPHIA TRUST CO 110.04%0.04%0.04%Q3 2021Q3 20211
CAXTON ASSOCIATES LP 110.02%0.02%0.02%Q1 2022Q1 20221
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
IVY LANE CAPITAL MANAGEMENT, LLC 110.79%0.79%0.79%Q1 2023Q1 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pearl River Capital, LLC 110.19%0.19%0.19%Q2 2020Q2 20201
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cerity Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Eventide Asset Management 110.01%0.01%0.01%Q4 2020Q4 20201
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2017Q4 20171
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Lisanti Capital Growth, LLC 110.72%0.72%0.72%Q2 2021Q2 20211
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
CenterBook Partners LP 110.04%0.04%0.04%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.22%0.22%0.22%Q4 2020Q4 20201
SG3 Management, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SEVEN EIGHT CAPITAL, LP 110.02%0.02%0.02%Q1 2019Q1 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
ETRADE Capital Management LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Independence Bank of Kentucky 110.01%0.01%0.01%Q3 2021Q3 20211
WHITE SQUARE CAPITAL LLP 110.79%0.79%0.79%Q4 2020Q4 20201
Gyon Technologies Capital Management, LP 110.04%0.04%0.04%Q4 2022Q4 20221
Atwater Malick LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CYPRESS ASSET MANAGEMENT INC/TX 110.07%0.07%0.07%Q3 2019Q3 20191
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coatue Management 110.09%0.09%0.09%Q4 2021Q4 20211
MSD Partners, L.P. 110.32%0.32%0.32%Q3 2019Q3 20191
Parametrica Management Ltd 110.24%0.24%0.24%Q1 2021Q1 20211
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Winslow, Evans & Crocker, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Tiger Legatus Capital Management, LLC 110.64%0.64%0.64%Q1 2019Q1 20191
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Polar Capital LLP 110.03%0.03%0.03%Q1 2018Q1 20181
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q3 2017Q3 20171
Jacobi Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Alta Park Capital, LP 113.82%3.82%3.82%Q2 2017Q2 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cipher Capital LP 110.04%0.04%0.04%Q3 2020Q3 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sante Capital Fund, LP 110.41%0.41%0.41%Q2 2021Q2 20211
Old Well Partners, LLC 110.35%0.35%0.35%Q4 2019Q4 20191
State of Wyoming 110.00%0.00%0.00%Q1 2022Q1 20221
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
XPONANCE, INC. 110.01%0.01%0.01%Q2 2021Q2 20211
WASHINGTON CAPITAL MANAGEMENT, INC 110.28%0.28%0.28%Q3 2022Q3 20221
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q4 2020Q4 20201
Grandeur Peak Global Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AXA S.A. 110.01%0.01%0.01%Q4 2020Q4 20201
Quarry LP 110.01%0.01%0.01%Q1 2023Q1 20231
CHICAGO EQUITY PARTNERS LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Cowen Prime Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
OXFORD ASSET MANAGEMENT LLP 110.03%0.03%0.03%Q4 2019Q4 20191
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Pacifica Partners Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
MOON CAPITAL MANAGEMENT LP 113.61%3.61%3.61%Q4 2020Q4 20201
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
GREAT LAKES ADVISORS, LLC 110.27%0.27%0.27%Q3 2019Q3 20191
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WADDELL & REED FINANCIAL INC 110.00%0.00%0.00%Q2 2017Q2 20171
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Capula Management Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Calamos Advisors LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LEVEL FOUR FINANCIAL, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Cypress Capital, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
OBERNDORF WILLIAM E 110.02%0.02%0.02%Q2 2019Q2 20191
Tuttle Capital Management, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Private Portfolio Partners LLC 110.06%0.06%0.06%Q2 2021Q2 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
Full Sail Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
EastBay Asset Management, LLC 116.35%6.35%6.35%Q4 2018Q4 20181
Sharkey, Howes & Javer 110.00%0.00%0.00%Q3 2018Q3 20181
CAAS CAPITAL MANAGEMENT LP 110.37%0.37%0.37%Q2 2020Q2 20201
TFO Wealth Partners, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
KRS Capital Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q1 2021Q1 20211
Whetstone Capital Advisors, LLC 111.06%1.06%1.06%Q1 2018Q1 20181
Cutter & CO Brokerage, Inc. 110.07%0.07%0.07%Q3 2019Q3 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 111.33%1.33%1.33%Q4 2020Q4 20201
ADAMS STREET PARTNERS LLC 110.18%0.18%0.18%Q1 2018Q1 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
HM PAYSON & CO 110.00%0.00%0.00%Q2 2021Q2 20211
Onex Canada Asset Management Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Colony Family Offices, LLC 110.28%0.28%0.28%Q1 2021Q1 20211
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Crestline Management, LP 110.14%0.14%0.14%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
INSPIRION WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2019Q2 20191
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 111.69%1.69%1.69%Q3 2022Q3 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Numerai GP LLC 110.53%0.53%0.53%Q4 2022Q4 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Cinctive Capital Management LP 110.08%0.08%0.08%Q3 2020Q3 20201
ARDSLEY ADVISORY PARTNERS LP 110.04%0.04%0.04%Q2 2019Q2 20191
Knuff & Co LLC 110.15%0.15%0.15%Q1 2019Q1 20191
AdvisorShares Investments LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Stanley-Laman Group, Ltd. 110.07%0.07%0.07%Q3 2021Q3 20211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Halpern Financial, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Versor Investments LP 110.03%0.03%0.03%Q1 2023Q1 20231
Permian Investment Partners, LP 110.01%0.01%0.01%Q4 2021Q4 20211
Quantinno Capital Management LP 110.29%0.29%0.29%Q1 2020Q1 20201
LMR Partners LLP 110.01%0.01%0.01%Q2 2017Q2 20171
Formidable Asset Management, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WISCONSIN CAPITAL MANAGEMENT LLC 110.62%0.62%0.62%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Tibra Equities Europe Ltd 110.17%0.17%0.17%Q1 2019Q1 20191
External links

This page lists all the filers that currently own APPIAN CORP or have owned APPIAN CORP in the past.