Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TUDOR INVESTMENT CORP ET AL | 5 | 5 | 0.01% | 0.04% | 0.14% | Q3 2022 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 12 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 4 | 0.01% | 0.08% | 0.18% | Q4 2022 | Q3 2023 | 12 |
Parallax Volatility Advisers, L.P. | 4 | 4 | 0.00% | 0.03% | 0.11% | Q4 2022 | Q3 2023 | 12 |
Citadel Advisors | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 12 |
PEAK6 Investments LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 12 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 12 |
Cutler Group LLC / CA | 4 | 4 | 0.01% | 0.06% | 0.17% | Q4 2022 | Q3 2023 | 12 |
Cubist Systematic Strategies, LLC | 4 | 4 | 0.01% | 0.07% | 0.23% | Q4 2022 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 4 | 4 | 0.01% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 10 |
Walleye Trading LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 9 |
Walleye Capital LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 8 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 8 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
UBS Group AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 6 |
FCF Advisors LLC | 6 | 6 | 0.45% | 0.65% | 0.82% | Q3 2022 | Q4 2023 | 6 |
Squarepoint Ops LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.04% | 0.14% | 0.51% | Q1 2023 | Q3 2023 | 6 |
Alera Investment Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.07% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Blue Whale Capital LLP | 5 | 5 | 0.81% | 3.84% | 9.45% | Q3 2022 | Q3 2023 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.21% | 0.27% | 0.33% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.16% | 0.22% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Polar Capital Holdings Plc | 4 | 4 | 0.02% | 4.11% | 11.40% | Q4 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quent Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 5 |
CITIGROUP INC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CATALYST PRIVATE WEALTH, LLC | 5 | 5 | 25.11% | 26.84% | 28.60% | Q4 2022 | Q4 2023 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.02% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Clean Yield Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Diversified Trust Co | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q4 2023 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.28% | 0.39% | 0.66% | Q3 2022 | Q3 2023 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.39% | 0.51% | 0.77% | Q3 2022 | Q3 2023 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.60% | 0.76% | 0.90% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.15% | 0.21% | 0.37% | Q3 2022 | Q3 2023 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.04% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Baillie Gifford | 5 | 5 | 1.02% | 1.15% | 1.34% | Q3 2022 | Q3 2023 | 5 |
Harbour Capital Advisors, LLC | 5 | 5 | 0.20% | 0.26% | 0.33% | Q4 2022 | Q4 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Arden Trust Co | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q4 2023 | 5 |
GLYNN CAPITAL MANAGEMENT LLC | 5 | 5 | 6.44% | 8.27% | 9.90% | Q3 2022 | Q3 2023 | 5 |
Green Alpha Advisors, LLC | 5 | 5 | 0.40% | 0.49% | 0.59% | Q4 2022 | Q4 2023 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.10% | 0.26% | 0.62% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.16% | 0.34% | 0.46% | Q4 2022 | Q4 2023 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Red Spruce Capital, LLC | 5 | 5 | 0.17% | 0.27% | 0.36% | Q4 2022 | Q4 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.07% | 0.29% | Q4 2022 | Q3 2023 | 5 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sustainable Growth Advisers, LP | 4 | 4 | 0.02% | 0.69% | 1.19% | Q4 2022 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.12% | 0.21% | 0.35% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.68% | 0.94% | 1.20% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.43% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DF DENT & CO INC | 4 | 4 | 0.59% | 0.76% | 0.94% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Invesco Ltd. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Artisan Partners Limited Partnership | 4 | 4 | 1.25% | 1.64% | 2.07% | Q4 2022 | Q3 2023 | 4 |
WELLS FARGO & COMPANY/MN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PROFUND ADVISORS LLC | 4 | 4 | 0.06% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Natixis Investment Managers International | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital International Investors | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.08% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Durable Capital Partners LP | 4 | 4 | 2.62% | 3.22% | 3.62% | Q4 2022 | Q3 2023 | 4 |
SOMA EQUITY PARTNERS LP | 4 | 4 | 2.84% | 4.17% | 5.17% | Q4 2022 | Q3 2023 | 4 |
WFA Asset Management Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.09% | 0.14% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA ADVISERS, LP | 4 | 4 | 0.04% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.03% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Allen Investment Management, LLC | 4 | 4 | 0.02% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Motley Fool Wealth Management, LLC | 4 | 4 | 0.49% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
ProShare Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
China Universal Asset Management Co., Ltd. | 4 | 4 | 0.46% | 0.62% | 0.77% | Q4 2022 | Q3 2023 | 4 |
WEATHERLY ASSET MANAGEMENT L. P. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SJS Investment Consulting Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Soros Fund Management | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OSSIAM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DIMENSIONAL FUND ADVISORS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMALGAMATED BANK | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.05% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF VERMONT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 4 | 4 | 0.29% | 0.34% | 0.39% | Q4 2022 | Q3 2023 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisors Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
USS Investment Management Ltd | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Norinchukin Bank, The | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NICHOLAS COMPANY, INC. | 4 | 4 | 0.20% | 0.57% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Capital Group Private Client Services, Inc. | 4 | 4 | 0.01% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 24.10% | 28.18% | 31.73% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NVWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Siemens Fonds Invest GmbH | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Guinness Atkinson Asset Management Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ethic Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Assenagon Asset Management S.A. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Treasurer of the State of North Carolina | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WESTPAC BANKING CORP | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Biondo Investment Advisors, LLC | 4 | 4 | 0.82% | 0.98% | 1.16% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.16% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PARK NATIONAL CORP /OH/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
LGT Group Foundation | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.32% | 0.96% | Q3 2022 | Q2 2023 | 4 |
JANE STREET GROUP, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
abrdn plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DekaBank Deutsche Girozentrale | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.20% | 0.29% | 0.51% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR TRUST Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Illinois Municipal Retirement Fund | 4 | 4 | 0.23% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Russell Investments Group, Ltd. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL COUNSELORS INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.30% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Trust & Banking Corp | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.06% | 0.14% | 0.28% | Q4 2022 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Synergy Financial Group, LTD | 4 | 4 | 0.77% | 0.84% | 0.98% | Q4 2022 | Q3 2023 | 4 |
TIGER GLOBAL MANAGEMENT LLC | 4 | 4 | 0.56% | 0.60% | 0.63% | Q4 2022 | Q3 2023 | 4 |
First Trust Direct Indexing L.P. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Investors Research Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gotham Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.46% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bell Investment Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Louisiana State Employees Retirement System | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Clarius Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
STRS OHIO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.01% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FMR LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 4 | 4 | 0.91% | 1.07% | 1.36% | Q4 2022 | Q3 2023 | 4 |
State of Alaska, Department of Revenue | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 4 | 4 | 0.34% | 0.48% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Stonegate Investment Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2022 | Q3 2023 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA INVESTMENTS, LP | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Amundi | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Ashe Capital Management, LP | 4 | 4 | 7.46% | 8.44% | 9.49% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
STATE STREET CORP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.18% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BANK OF AMERICA CORP /DE/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 4 | 0.10% | 0.20% | 0.31% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 4 | 4 | 0.52% | 0.71% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.22% | 0.29% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Sands Capital Management | 4 | 4 | 2.67% | 2.95% | 3.42% | Q4 2022 | Q3 2023 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Nicholas Investment Partners, LP | 4 | 4 | 0.02% | 0.11% | 0.31% | Q4 2022 | Q3 2023 | 4 |
OBERNDORF WILLIAM E | 4 | 4 | 12.07% | 13.73% | 16.73% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.00% | 0.35% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.24% | 0.41% | 0.89% | Q1 2023 | Q4 2023 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 0.23% | 0.49% | 0.63% | Q4 2022 | Q3 2023 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.18% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Motley Fool Asset Management LLC | 4 | 4 | 1.13% | 1.24% | 1.47% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
M&T BANK CORP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Strategy Capital | 4 | 4 | 8.92% | 12.60% | 16.18% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Karani Asset Management LLC | 4 | 4 | 0.27% | 0.69% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.06% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NORTHERN TRUST CORP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ICICI Prudential Asset Management Co Ltd | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.56% | 0.64% | 0.73% | Q4 2022 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Legal & General Group Plc | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BlackRock Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GILDER GAGNON HOWE & CO LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Fund Management at Engine No. 1 LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.12% | 0.25% | 0.37% | Q4 2022 | Q3 2023 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DnB Asset Management AS | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 4.08% | 4.91% | 5.58% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Weiss Asset Management LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CEERA INVESTMENTS, LLC | 4 | 4 | 1.98% | 2.48% | 2.76% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MORGAN STANLEY | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Foxhaven Asset Management, LP | 4 | 4 | 3.50% | 4.40% | 4.98% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Utah Retirement Systems | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MAKENA CAPITAL MANAGEMENT LLC | 4 | 4 | 1.35% | 1.73% | 2.36% | Q4 2022 | Q3 2023 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Brown Capital Management | 4 | 4 | 0.28% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Advisor OS, LLC | 4 | 4 | 0.16% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Dai-ichi Life Insurance Company, Ltd | 4 | 4 | 0.08% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.58% | 0.87% | 1.06% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.18% | 0.25% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Trivest Advisors Ltd | 3 | 3 | 0.12% | 0.16% | 0.23% | Q4 2022 | Q2 2023 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Achmea Investment Management B.V. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
DIKER MANAGEMENT LLC | 3 | 3 | 0.98% | 1.42% | 1.78% | Q4 2022 | Q2 2023 | 3 |
ING GROEP NV | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ellevest, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.05% | 0.42% | 1.06% | Q4 2022 | Q2 2023 | 3 |
Wealth Alliance | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Alta Advisers Ltd | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.19% | 0.24% | 0.30% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
DC Investments Management, LLC | 3 | 3 | 0.33% | 0.37% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.01% | 0.07% | 0.16% | Q1 2023 | Q2 2023 | 3 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NOMURA HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SWS Partners | 3 | 3 | 0.39% | 0.43% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Man Group plc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Engineers Gate Manager LP | 3 | 3 | 0.05% | 0.14% | 0.29% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.14% | 0.20% | 0.30% | Q3 2022 | Q1 2023 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.24% | 0.48% | 0.92% | Q4 2022 | Q2 2023 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
L & S Advisors Inc | 1 | 1 | 0.12% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Swiss National Bank | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
GUERRA PAN ADVISORS, LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q4 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.19% | 0.23% | 0.25% | Q4 2022 | Q2 2023 | 3 |
IFM Investors Pty Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 3 | 3 | 0.26% | 0.32% | 0.42% | Q4 2022 | Q2 2023 | 3 |
HALL LAURIE J TRUSTEE | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
FORSTA AP-FONDEN | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Gulf International Bank (UK) Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
State of New Jersey Common Pension Fund D | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
PDT Partners, LLC | 2 | 1 | 0.04% | 0.28% | 0.59% | Q4 2022 | Q3 2023 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Capital Group Investment Management Pte. Ltd. | 3 | 3 | 0.60% | 0.66% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Korea Investment CORP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Olympiad Research LP | 3 | 3 | 0.26% | 0.51% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Geller Advisors LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Winslow Capital Management, LLC | 3 | 3 | 1.08% | 1.25% | 1.48% | Q1 2023 | Q3 2023 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MetLife Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.16% | 0.32% | Q4 2022 | Q3 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.03% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q1 2023 | 3 |
WAYCROSS PARTNERS, LLC | 2 | 1 | 0.07% | 0.17% | 0.30% | Q4 2022 | Q3 2023 | 3 |
Elo Mutual Pension Insurance Co | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Arizona State Retirement System | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.02% | 0.19% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PineBridge Investments, L.P. | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
First Growth Investment Manager LP | 3 | 3 | 4.88% | 5.70% | 6.49% | Q4 2022 | Q2 2023 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Meiji Yasuda Asset Management Co Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
APG Asset Management N.V. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.06% | 0.27% | 0.65% | Q4 2022 | Q3 2023 | 3 |
Vestcor Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
E Fund Management Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 2 | 1 | 0.27% | 0.36% | 0.45% | Q3 2022 | Q2 2023 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AQR Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hardman Johnston Global Advisors LLC | 3 | 3 | 4.22% | 4.86% | 5.87% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Melqart Asset Management (UK) Ltd | 2 | 1 | 0.85% | 1.20% | 1.64% | Q4 2022 | Q3 2023 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HARVEST VOLATILITY MANAGEMENT LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 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 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Carmignac Gestion | 2 | 2 | 0.64% | 0.72% | 0.81% | Q2 2023 | Q3 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q2 2023 | 2 |
FORMULA GROWTH LTD | 1 | 1 | 0.27% | 0.68% | 1.09% | Q4 2022 | Q2 2023 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.05% | 0.21% | 0.37% | Q1 2023 | Q3 2023 | 2 |
FORA Capital, LLC | 2 | 2 | 0.04% | 0.11% | 0.18% | Q1 2023 | Q2 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.28% | 0.64% | 1.00% | Q1 2023 | Q1 2023 | 2 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 2 | 2 | 0.79% | 1.12% | 1.44% | Q3 2022 | Q4 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Candriam S.C.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.14% | 0.22% | 0.31% | Q1 2023 | Q3 2023 | 2 |
PGGM Investments | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.13% | 0.21% | 0.30% | Q4 2022 | Q1 2023 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Optimus Prime Fund Management Co., Ltd. | 1 | 1 | 0.93% | 1.47% | 2.00% | Q4 2022 | Q4 2022 | 2 |
Trexquant Investment LP | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Versor Investments LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Livforsakringsbolaget Skandia, Omsesidigt | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Alkeon Capital Management | 2 | 2 | 0.19% | 0.28% | 0.37% | Q4 2022 | Q1 2023 | 2 |
WoodTrust Financial Corp | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.08% | 0.34% | 0.60% | Q1 2023 | Q2 2023 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.13% | 0.35% | 0.57% | Q1 2023 | Q3 2023 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Aspen Grove Capital, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.56% | 0.65% | 0.74% | Q4 2022 | Q1 2023 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.09% | 0.20% | 0.30% | Q4 2022 | Q2 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 2 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.22% | 0.45% | Q2 2023 | Q2 2023 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
Schubert & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Austin Asset Management Co Inc | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Jump Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2022 | Q4 2022 | 2 |
INVESTMENT PARTNERS, LTD. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Kinneret Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
STF Management LP | 1 | 1 | 0.20% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Broderick Brian C | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Evolution Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 2 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.32% | 0.34% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.49% | 0.55% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
SRS Investment Management, LLC | 2 | 2 | 1.89% | 2.51% | 3.13% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cercano Management LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Corton Capital Inc. | 2 | 2 | 0.20% | 0.25% | 0.30% | Q2 2023 | Q3 2023 | 2 |
National Pension Service | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KBC Group NV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Oribel Capital Management, LP | 2 | 2 | 0.18% | 0.32% | 0.46% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
XR Securities LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.46% | 0.59% | 0.72% | Q4 2022 | Q1 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 2.23% | 2.23% | 2.23% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tenere Capital LLC | 1 | 1 | 3.17% | 3.17% | 3.17% | Q1 2023 | Q1 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Value Star Asset Management (Hong Kong) Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QUEST INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2022 | Q3 2022 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2022 | Q4 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Andra AP-fonden | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 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% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alta Park Capital, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2022 | Q4 2022 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atreides Management, LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2022 | Q4 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TOBAM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2022 | Q4 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Absoluto Partners Gestao de Recursos Ltda | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Junto Capital Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2023 | Q1 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JMAC ENTERPRISES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2023 | Q2 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Qtron Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tabor Asset Management, LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
Whale Rock Capital Management | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LONG WALK MANAGEMENT LP | 1 | 1 | 11.92% | 11.92% | 11.92% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TenCore Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NORGES BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GAM Holding AG | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LBP AM SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
12 West Capital Management LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Night Owl Capital Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2022 | Q4 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Woodline Partners LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ratan Capital Management LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
Codex Capital, L.L.C. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 3.00% | 3.00% | 3.00% | Q4 2022 | Q4 2022 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Jeneq Management LP | 1 | 1 | 8.46% | 8.46% | 8.46% | Q4 2022 | Q4 2022 | 1 |
HAP Trading, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own ATLASSIAN CORPORATION or have owned ATLASSIAN CORPORATION in the past.