Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 58 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 54 |
D. E. Shaw & Co., Inc. | 22 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
VANGUARD GROUP INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 30 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
UBS Group AG | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
STATE STREET CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 29 | 3 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
AMERICAN INTERNATIONAL GROUP, INC. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 28 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
BARCLAYS PLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
Ashe Capital Management, LP | 29 | 29 | 0.32% | 12.78% | 24.87% | Q3 2016 | Q3 2023 | 29 |
GOLDMAN SACHS GROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
Walleye Trading LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
METROPOLITAN LIFE INSURANCE CO/NY | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
RHUMBLINE ADVISERS | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
STRS OHIO | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
Gotham Asset Management, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
AQR Capital Management | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
DIMENSIONAL FUND ADVISORS LP | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
OBERNDORF WILLIAM E | 24 | 24 | 25.54% | 46.01% | 75.17% | Q2 2015 | Q1 2021 | 24 |
Capital Impact Advisors, LLC | 23 | 23 | 0.36% | 0.79% | 1.86% | Q1 2018 | Q3 2023 | 23 |
Evanson Asset Management, LLC | 23 | 23 | 0.05% | 0.10% | 0.19% | Q1 2018 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 15 | 8 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Echo Street Capital Management LLC | 20 | 1 | 0.20% | 0.81% | 2.38% | Q1 2018 | Q3 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 21 |
Man Group plc | 16 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
INGALLS & SNYDER LLC | 20 | 20 | 0.01% | 0.09% | 0.18% | Q3 2018 | Q2 2023 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 3 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Ranger Investment Management | 19 | 19 | 0.84% | 1.11% | 1.76% | Q1 2019 | Q3 2023 | 19 |
Rathbones Group PLC | 18 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 19 |
GILDER GAGNON HOWE & CO LLC | 19 | 19 | 0.00% | 0.52% | 1.13% | Q1 2019 | Q3 2023 | 19 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 4 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 7 | 6 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 19 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 19 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 11 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EAGLE ASSET MANAGEMENT INC | 18 | 18 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 18 |
Brown Capital Management | 18 | 18 | 0.90% | 3.43% | 5.07% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
Polen Capital Management | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
FIRST QUADRANT LLC/CA | 16 | 16 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2021 | 16 |
GLYNN CAPITAL MANAGEMENT LLC | 16 | 16 | 1.44% | 3.20% | 4.48% | Q2 2017 | Q1 2021 | 16 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 15 |
NORGES BANK | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 10 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 15 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.03% | 0.16% | Q2 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 10 | 5 | 0.00% | 0.25% | 3.72% | Q3 2017 | Q3 2022 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
Pier Capital, LLC | 9 | 2 | 0.47% | 0.89% | 1.40% | Q3 2015 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
NAVELLIER & ASSOCIATES INC | 15 | 15 | 0.04% | 0.29% | 0.58% | Q2 2017 | Q4 2020 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
LPL Financial LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ALGERT GLOBAL LLC | 6 | 1 | 0.02% | 0.30% | 0.61% | Q3 2017 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 14 |
Spark Investment Management LLC | 13 | 1 | 0.02% | 0.45% | 1.71% | Q3 2016 | Q1 2020 | 14 |
Dragoneer Investment Group | 14 | 14 | 0.85% | 6.25% | 11.60% | Q2 2015 | Q3 2018 | 14 |
NISA INVESTMENT ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Cavalier Investments, LLC | 11 | 2 | 0.18% | 0.44% | 0.69% | Q3 2017 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
GLOBEFLEX CAPITAL L P | 12 | 1 | 0.02% | 0.20% | 0.37% | Q1 2018 | Q1 2023 | 13 |
MISSION WEALTH MANAGEMENT, LP | 13 | 13 | 0.12% | 0.16% | 0.32% | Q3 2020 | Q3 2023 | 13 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 13 | 13 | 2.67% | 6.94% | 12.12% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Greenstone Partners & Co., LLC | 12 | 12 | 4.92% | 9.24% | 13.66% | Q4 2020 | Q3 2023 | 12 |
Skye Global Management LP | 6 | 1 | 0.01% | 0.10% | 0.35% | Q2 2018 | Q2 2022 | 12 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 2 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
MACKAY SHIELDS LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Granite Investment Partners, LLC | 11 | 11 | 0.14% | 1.10% | 1.67% | Q2 2018 | Q4 2020 | 11 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 10 |
CHICAGO EQUITY PARTNERS LLC | 10 | 10 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2019 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 10 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
LONG WALK MANAGEMENT LP | 10 | 10 | 10.12% | 21.81% | 32.13% | Q2 2021 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.01% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 10 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q1 2020 | 10 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 10 |
Dorsey Wright & Associates | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Cascade Investment Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q3 2019 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 9 | 9 | 0.03% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 4 | 0.10% | 0.14% | 0.20% | Q1 2019 | Q2 2021 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Insight Holdings Group, LLC | 8 | 8 | 0.04% | 0.44% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.06% | 0.20% | Q4 2017 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q1 2022 | 8 |
Holocene Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 7 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.09% | 0.16% | Q4 2017 | Q2 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
PDT Partners, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2020 | 7 |
WINTON GROUP Ltd | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q2 2023 | 7 |
Nellore Capital Management LLC | 7 | 7 | 3.64% | 6.08% | 10.70% | Q1 2022 | Q3 2023 | 7 |
Ownership Capital B.V. | 7 | 7 | 0.37% | 0.45% | 0.55% | Q1 2021 | Q3 2022 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
State of New Jersey Common Pension Fund D | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 4 | 3 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q1 2019 | 7 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 7 |
AlphaCrest Capital Management LLC | 3 | 1 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q4 2021 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2020 | 7 |
12 West Capital Management LP | 7 | 7 | 0.58% | 2.85% | 4.96% | Q1 2022 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.00% | 0.07% | 0.19% | Q1 2022 | Q3 2023 | 7 |
GOBI CAPITAL LLC | 7 | 7 | 0.94% | 1.52% | 2.16% | Q1 2020 | Q3 2021 | 7 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 6 |
FRANKLIN RESOURCES INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Pearl River Capital, LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Hillsdale Investment Management Inc. | 4 | 2 | 0.20% | 0.31% | 0.43% | Q3 2017 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 6 |
DC Investments Management, LLC | 6 | 6 | 0.44% | 0.62% | 0.76% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2018 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
AVIVA PLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
EQUITABLE TRUST CO | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 6 |
QS Investors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Illinois Municipal Retirement Fund | 5 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
KCM INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2017 | Q3 2018 | 6 |
Independent Advisor Alliance | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 5 | 0.00% | 0.27% | 0.52% | Q4 2020 | Q4 2021 | 5 |
MCIA Inc | 5 | 5 | 0.31% | 0.36% | 0.43% | Q4 2020 | Q4 2021 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.32% | Q4 2019 | Q4 2020 | 5 |
EAM Investors, LLC | 3 | 1 | 0.12% | 0.26% | 0.38% | Q2 2017 | Q3 2023 | 5 |
MEITAV INVESTMENT HOUSE LTD | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 5 |
Aperio Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 5 |
Athanor Capital, LP | 4 | 1 | 0.03% | 0.10% | 0.20% | Q4 2019 | Q1 2021 | 5 |
Summit Global Investments | 3 | 2 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2021 | 5 |
Nicholas Investment Partners, LP | 3 | 2 | 0.02% | 0.19% | 0.43% | Q2 2015 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.05% | 0.17% | 0.40% | Q2 2015 | Q3 2023 | 5 |
Capital World Investors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 5 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 5 |
A.R.T. Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2018 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.34% | 0.60% | Q3 2022 | Q3 2023 | 5 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 5 | 5 | 0.04% | 0.19% | 0.39% | Q3 2017 | Q3 2018 | 5 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 4 |
Flinton Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Long Path Partners LP | 4 | 4 | 0.29% | 4.10% | 9.74% | Q3 2022 | Q2 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 4 |
MENTA CAPITAL LLC | 3 | 1 | 0.03% | 0.64% | 1.96% | Q3 2017 | Q4 2018 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
DF DENT & CO INC | 4 | 4 | 0.25% | 0.69% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AXA S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 4 |
Woodline Partners LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2020 | 4 |
SCGE MANAGEMENT, L.P. | 4 | 4 | 1.15% | 1.47% | 1.91% | Q2 2015 | Q1 2016 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
HARDING LOEVNER LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Spearhead Capital Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 4 |
Arlington Financial Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wildcat Capital Management, LLC | 4 | 4 | 0.36% | 1.88% | 2.68% | Q4 2017 | Q3 2018 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.10% | 0.23% | Q3 2022 | Q3 2023 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Neuburgh Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Verdence Capital Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 3 |
PRAGMA GESTAO DE PATRIMONIO LTD | 3 | 3 | 0.35% | 1.79% | 3.13% | Q3 2022 | Q1 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Curbstone Financial Management Corp | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q4 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.58% | 0.73% | 0.94% | Q3 2015 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 3 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q4 2023 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 3 |
TimesSquare Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Capital International Investors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Keenan Capital, LLC | 3 | 3 | 3.62% | 5.71% | 7.54% | Q4 2017 | Q2 2018 | 3 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 3 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.20% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
SECOR Capital Advisors, LP | 3 | 3 | 0.13% | 0.26% | 0.35% | Q1 2018 | Q3 2018 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arbiter Partners Capital Management LLC | 3 | 3 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q1 2021 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Shannon River Fund Management LLC | 3 | 3 | 1.59% | 2.35% | 3.11% | Q4 2022 | Q2 2023 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.39% | 0.53% | 0.63% | Q1 2023 | Q3 2023 | 3 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.62% | 0.78% | 0.94% | Q2 2018 | Q3 2018 | 2 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2020 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Associates | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2021 | 2 |
Atika Capital Management LLC | 2 | 2 | 1.09% | 1.55% | 2.00% | Q2 2023 | Q3 2023 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.32% | 0.43% | 0.53% | Q1 2019 | Q2 2019 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q1 2020 | Q3 2023 | 2 |
XPONANCE, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.30% | 0.36% | 0.41% | Q4 2022 | Q1 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q3 2020 | Q4 2020 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.32% | 0.39% | 0.45% | Q2 2018 | Q3 2018 | 2 |
CHANNEL WEALTH LLC | 1 | 1 | 0.14% | 0.22% | 0.31% | Q1 2023 | Q4 2023 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.23% | 0.35% | 0.47% | Q3 2017 | Q4 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Hood River Capital Management LLC | 2 | 2 | 0.39% | 0.56% | 0.73% | Q3 2017 | Q4 2017 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.45% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
NEXT CENTURY GROWTH INVESTORS LLC | 2 | 2 | 0.28% | 0.43% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Karani Asset Management LLC | 1 | 1 | 0.14% | 0.24% | 0.35% | Q1 2020 | Q3 2020 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BAILARD, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.18% | 0.21% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
CAT ROCK CAPITAL MANAGEMENT LP | 1 | 1 | 0.90% | 2.07% | 3.24% | Q4 2018 | Q2 2019 | 2 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.08% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q4 2022 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Olympiad Research LP | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Weil Company, Inc. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.04% | 0.13% | 0.23% | Q2 2018 | Q3 2023 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2018 | 2 |
DIKER MANAGEMENT LLC | 1 | 1 | 0.14% | 2.26% | 4.38% | Q1 2018 | Q1 2020 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2018 | 2 |
Cortina Asset Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q2 2019 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2020 | Q3 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Timpani Capital Management LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cipher Capital LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Jeneq Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beryl Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2019 | Q1 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2021 | Q3 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2021 | Q2 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Long Path Partners Fund, LP | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
MQS Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2015 | Q2 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2020 | Q4 2020 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own APPFOLIO INC or have owned APPFOLIO INC in the past.