Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Walleye Trading LLC | 35 | 35 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 102 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 96 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 94 |
Citadel Advisors | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 92 |
BARCLAYS PLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 91 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 78 |
WOLVERINE TRADING, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 77 |
GOLDMAN SACHS GROUP INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 69 |
JANE STREET GROUP, LLC | 25 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 63 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 57 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 54 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 45 |
MILLENNIUM MANAGEMENT LLC | 34 | 34 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 41 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 38 |
TWO SIGMA INVESTMENTS, LP | 21 | 1 | 0.00% | 0.06% | 0.31% | Q2 2015 | Q3 2023 | 38 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 36 |
FEDERATED HERMES, INC. | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
AMERICAN INTERNATIONAL GROUP, INC. | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
STATE STREET CORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CREDIT SUISSE AG/ | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
UBS ASSET MANAGEMENT AMERICAS INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Swiss National Bank | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
D. E. Shaw & Co., Inc. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 33 |
Peloton Wealth Strategists | 29 | 1 | 0.13% | 1.83% | 4.22% | Q2 2014 | Q3 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Sandy Spring Bank | 31 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 32 |
STALEY CAPITAL ADVISERS INC | 31 | 31 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 31 |
FMR LLC | 22 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 16 | 14 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q2 2023 | 31 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 31 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 31 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2022 | 31 |
Renaissance Technologies | 29 | 2 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 31 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 30 | 30 | 0.01% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Squarepoint Ops LLC | 15 | 1 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 29 | 29 | 0.07% | 0.15% | 0.25% | Q3 2016 | Q3 2023 | 29 |
PROFUND ADVISORS LLC | 29 | 29 | 0.03% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 26 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Cubist Systematic Strategies, LLC | 23 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q2 2023 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.03% | 0.14% | Q1 2015 | Q3 2023 | 28 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 25 | 1 | 0.01% | 0.14% | 0.33% | Q3 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Jasper Ridge Partners, L.P. | 28 | 28 | 0.02% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
PEAK6 Group LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2018 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Verition Fund Management LLC | 8 | 2 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 27 |
Spot Trading L.L.C | 9 | 9 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2017 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 26 |
CANADA PENSION PLAN INVESTMENT BOARD | 24 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 26 |
Engineers Gate Manager LP | 8 | 1 | 0.02% | 0.16% | 0.64% | Q2 2015 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
STRS OHIO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 26 | 26 | 0.00% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 26 |
TCI Wealth Advisors, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 25 |
AMALGAMATED BANK | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
ASPIRIANT, LLC | 12 | 3 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 25 |
WHITTIER TRUST CO | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
GLENMEDE TRUST CO NA | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 25 |
Potrero Capital Research LLC | 11 | 11 | 1.11% | 4.35% | 10.53% | Q1 2016 | Q3 2021 | 24 |
SEI INVESTMENTS CO | 24 | 24 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2021 | 24 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 24 |
AQR Capital Management | 15 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CAHABA WEALTH MANAGEMENT, INC. | 14 | 1 | 0.02% | 0.06% | 0.17% | Q3 2017 | Q3 2023 | 23 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 6 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
MACQUARIE GROUP LTD | 23 | 23 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
PEREGRINE CAPITAL MANAGEMENT LLC | 23 | 23 | 0.38% | 0.53% | 0.73% | Q1 2018 | Q3 2023 | 23 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Garde Capital, Inc. | 23 | 23 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
GROUP ONE TRADING, L.P. | 15 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q1 2023 | 23 |
ProShare Advisors LLC | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2022 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORGES BANK | 20 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 21 |
Cornerstone Capital, Inc. | 21 | 21 | 0.03% | 0.81% | 1.95% | Q3 2018 | Q3 2023 | 21 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 21 |
Bares Capital Management | 21 | 21 | 0.27% | 3.66% | 6.29% | Q1 2016 | Q1 2021 | 21 |
Capital Impact Advisors, LLC | 14 | 7 | 0.42% | 0.80% | 2.37% | Q1 2017 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SHELL ASSET MANAGEMENT CO | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.05% | 0.37% | Q3 2018 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q2 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 20 |
Allianz Asset Management GmbH | 12 | 8 | 0.00% | 0.01% | 0.11% | Q2 2017 | Q1 2023 | 20 |
PDT Partners, LLC | 11 | 1 | 0.02% | 0.21% | 0.37% | Q2 2015 | Q1 2022 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 20 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.12% | 0.28% | Q4 2015 | Q3 2023 | 19 |
RGM Capital, LLC | 19 | 19 | 1.81% | 5.77% | 7.15% | Q1 2019 | Q3 2023 | 19 |
PANAGORA ASSET MANAGEMENT INC | 17 | 1 | 0.01% | 0.08% | 0.16% | Q3 2015 | Q1 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 2 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q2 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 17 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 19 |
Truvestments Capital LLC | 15 | 1 | 0.00% | 0.20% | 0.36% | Q3 2018 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.08% | 0.27% | Q1 2018 | Q3 2023 | 18 |
Edge Wealth Management LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q4 2021 | 18 |
QS Investors, LLC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q2 2021 | 18 |
Hillsdale Investment Management Inc. | 15 | 2 | 0.02% | 0.32% | 0.58% | Q2 2017 | Q3 2023 | 17 |
FIFTH THIRD BANCORP | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q2 2022 | 17 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.08% | 0.41% | Q4 2016 | Q4 2022 | 17 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.06% | 0.29% | Q2 2015 | Q4 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
UBS OCONNOR LLC | 14 | 1 | 0.00% | 0.23% | 0.49% | Q1 2015 | Q2 2023 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q2 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
Portolan Capital Management | 12 | 1 | 0.24% | 1.20% | 3.17% | Q3 2016 | Q3 2023 | 16 |
ALGERT GLOBAL LLC | 15 | 1 | 0.02% | 0.50% | 1.52% | Q4 2018 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
NATIXIS ADVISORS, L.P. | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 16 |
Divisar Capital Management LLC | 15 | 15 | 1.50% | 3.51% | 6.00% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 13 | 1 | 0.00% | 0.05% | 0.08% | Q3 2011 | Q1 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
AO Asset Management, LP | 7 | 2 | 0.35% | 3.19% | 8.86% | Q1 2017 | Q2 2022 | 15 |
FIL Ltd | 15 | 15 | 0.01% | 0.10% | 0.15% | Q4 2018 | Q2 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MARKSTON INTERNATIONAL LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 15 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2022 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Boston Partners | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 14 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.11% | 0.28% | Q3 2016 | Q1 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Weil Company, Inc. | 14 | 14 | 0.13% | 1.25% | 2.20% | Q2 2020 | Q3 2023 | 14 |
StoneX Group Inc. | 14 | 14 | 0.03% | 0.29% | 0.62% | Q2 2018 | Q3 2021 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.03% | 0.11% | 0.21% | Q2 2019 | Q3 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GLOBEFLEX CAPITAL L P | 8 | 6 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
RENAISSANCE GROUP LLC | 14 | 14 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Freshford Capital Management, LLC | 11 | 11 | 2.16% | 6.39% | 10.20% | Q1 2021 | Q3 2023 | 13 |
ETF MANAGERS GROUP, LLC | 13 | 13 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q1 2023 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2019 | 13 |
FRANKLIN RESOURCES INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
CROSSLINK CAPITAL INC | 13 | 13 | 0.17% | 2.77% | 6.55% | Q4 2016 | Q4 2019 | 13 |
SG3 Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 13 |
SCOUT INVESTMENTS, INC. | 13 | 13 | 0.11% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Ranger Investment Management | 13 | 13 | 0.66% | 1.59% | 2.60% | Q4 2017 | Q4 2020 | 13 |
Summit Creek Advisors LLC | 13 | 13 | 0.97% | 2.39% | 4.00% | Q3 2020 | Q3 2023 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.05% | 0.16% | Q4 2019 | Q2 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
NORDEA INVESTMENT MANAGEMENT AB | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Malaga Cove Capital, LLC | 12 | 12 | 0.23% | 0.33% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Sunriver Management LLC | 12 | 12 | 2.18% | 6.60% | 8.73% | Q4 2020 | Q3 2023 | 12 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.00% | 0.12% | 0.39% | Q1 2015 | Q2 2021 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 12 | 12 | 0.18% | 0.28% | 0.43% | Q1 2020 | Q4 2022 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.21% | 0.42% | Q4 2016 | Q4 2022 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 12 |
Green Alpha Advisors, LLC | 12 | 12 | 0.18% | 0.55% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 12 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 1 | 0.02% | 0.26% | 0.91% | Q1 2015 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.10% | 0.35% | Q4 2016 | Q1 2022 | 12 |
Marcus Capital, LLC | 12 | 12 | 0.61% | 1.77% | 2.77% | Q4 2015 | Q3 2018 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.59% | 0.69% | 0.86% | Q4 2020 | Q4 2023 | 12 |
FinTrust Capital Advisors, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Neo Ivy Capital Management | 7 | 1 | 0.05% | 0.19% | 0.38% | Q2 2019 | Q2 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.07% | 0.15% | Q2 2016 | Q1 2020 | 12 |
GREAT LAKES ADVISORS, LLC | 9 | 2 | 0.00% | 0.19% | 0.36% | Q3 2019 | Q3 2023 | 11 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 2 | 0.08% | 0.56% | 1.10% | Q2 2016 | Q4 2020 | 11 |
Westside Investment Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2017 | 11 |
DIMENSIONAL FUND ADVISORS LP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 11 |
Aristotle Capital Boston, LLC | 11 | 11 | 0.49% | 1.07% | 1.40% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 4 | 0.01% | 0.13% | 0.47% | Q4 2016 | Q4 2022 | 11 |
Keebeck Wealth Management, LLC | 11 | 11 | 0.11% | 0.16% | 0.30% | Q4 2019 | Q2 2022 | 11 |
Frontier Wealth Management LLC | 11 | 11 | 0.04% | 0.09% | 0.21% | Q4 2018 | Q2 2021 | 11 |
HRT FINANCIAL LP | 4 | 2 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q1 2023 | 11 |
Banco de Sabadell, S.A | 11 | 11 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q2 2020 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 7 | 2 | 0.00% | 0.06% | 0.35% | Q4 2018 | Q3 2023 | 11 |
Aperio Group, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 11 |
WASHINGTON CAPITAL MANAGEMENT, INC | 11 | 11 | 0.36% | 0.49% | 0.65% | Q4 2017 | Q2 2020 | 11 |
HBK INVESTMENTS L P | 11 | 11 | 0.00% | 0.05% | 0.17% | Q4 2016 | Q2 2019 | 11 |
DCF Advisers, LLC | 9 | 9 | 0.12% | 0.30% | 0.58% | Q4 2019 | Q4 2021 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2021 | 11 |
Robeco Institutional Asset Management B.V. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
State of Tennessee, Treasury Department | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 2 | 0.08% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Adalta Capital Management LLC | 10 | 10 | 0.58% | 0.91% | 1.89% | Q2 2018 | Q3 2020 | 10 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Spark Investment Management LLC | 8 | 2 | 0.07% | 0.25% | 0.43% | Q2 2016 | Q3 2019 | 10 |
ClariVest Asset Management LLC | 7 | 3 | 0.12% | 0.18% | 0.24% | Q2 2020 | Q2 2023 | 10 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 10 |
Polar Capital LLP | 10 | 10 | 0.01% | 0.23% | 0.44% | Q4 2015 | Q1 2018 | 10 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.04% | 0.27% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 8 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 10 |
Tennessee Valley Asset Management Partners | 8 | 1 | 0.00% | 0.11% | 0.19% | Q3 2020 | Q2 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Pier Capital, LLC | 10 | 10 | 0.92% | 1.01% | 1.17% | Q3 2016 | Q4 2018 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Dorsal Capital Management, LP | 7 | 3 | 1.19% | 1.87% | 2.76% | Q3 2016 | Q4 2019 | 10 |
ADVISORY RESEARCH INC | 6 | 4 | 0.03% | 0.11% | 0.26% | Q1 2017 | Q2 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 3 | 0.04% | 0.21% | 0.55% | Q3 2015 | Q1 2018 | 10 |
BLUESTEIN R H & CO LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
FALCON POINT CAPITAL, LLC | 10 | 10 | 1.11% | 1.63% | 2.32% | Q1 2018 | Q2 2020 | 10 |
WESBANCO BANK INC | 6 | 4 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 3 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q1 2023 | 10 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.01% | 0.16% | 0.40% | Q2 2015 | Q4 2020 | 10 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 10 |
GILDER GAGNON HOWE & CO LLC | 10 | 10 | 0.00% | 0.06% | 0.18% | Q1 2016 | Q2 2018 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2022 | 10 |
13D Management LLC | 9 | 9 | 2.59% | 4.39% | 5.87% | Q3 2019 | Q3 2021 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2021 | 9 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Huber Financial Advisors, LLC | 9 | 9 | 0.25% | 0.50% | 0.89% | Q1 2018 | Q1 2020 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 9 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Parkside Investments, LLC | 9 | 9 | 0.45% | 0.64% | 0.80% | Q1 2019 | Q1 2021 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q1 2021 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2021 | 9 |
EARNEST PARTNERS LLC | 9 | 9 | 0.27% | 0.96% | 1.25% | Q3 2021 | Q3 2023 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HOWE & RUSLING INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2020 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
WINTON GROUP Ltd | 7 | 2 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q1 2023 | 9 |
SYMPHONY ASSET MANAGEMENT LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2018 | 9 |
CASTLEARK MANAGEMENT LLC | 7 | 1 | 0.21% | 0.35% | 0.48% | Q4 2017 | Q1 2023 | 9 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 9 |
MACKENZIE FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Weitz Investment Management | 9 | 9 | 0.81% | 1.01% | 1.26% | Q1 2019 | Q1 2021 | 9 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q1 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Starboard Value LP | 9 | 9 | 3.53% | 5.40% | 6.69% | Q3 2019 | Q3 2021 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Redwood Investment Management, LLC | 9 | 9 | 0.19% | 0.30% | 0.51% | Q3 2019 | Q3 2021 | 9 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.16% | 0.60% | Q4 2018 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 5 | 3 | 0.03% | 0.09% | 0.15% | Q3 2016 | Q4 2019 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.31% | 0.38% | 0.50% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 1 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q3 2020 | 8 |
EMERALD ADVISERS, LLC | 7 | 1 | 0.00% | 0.57% | 0.95% | Q2 2017 | Q4 2019 | 8 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
ClearBridge Investments | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Advisors Asset Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
SECOR Capital Advisors, LP | 8 | 8 | 0.03% | 0.32% | 0.77% | Q1 2017 | Q4 2018 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 8 |
CARL DOMINO INC | 8 | 8 | 0.16% | 0.33% | 0.52% | Q4 2015 | Q3 2017 | 8 |
Crossmark Global Holdings, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Cortina Asset Management, LLC | 8 | 8 | 0.16% | 0.99% | 1.34% | Q4 2016 | Q3 2018 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
FCF Advisors LLC | 8 | 8 | 0.24% | 0.43% | 0.57% | Q1 2022 | Q4 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
BURNEY CO/ | 7 | 1 | 0.04% | 0.64% | 0.98% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firsthand Capital Management, Inc. | 6 | 2 | 1.38% | 1.96% | 2.82% | Q2 2018 | Q3 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Coatue Management | 8 | 8 | 0.18% | 0.38% | 0.60% | Q1 2015 | Q4 2016 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
CONNABLE OFFICE INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
APG Asset Management N.V. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2022 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Weiss Multi-Strategy Advisers LLC | 7 | 7 | 0.01% | 0.06% | 0.28% | Q3 2019 | Q1 2021 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Karani Asset Management LLC | 5 | 3 | 0.14% | 0.38% | 0.50% | Q3 2020 | Q1 2023 | 8 |
Eidelman Virant Capital | 8 | 8 | 0.53% | 1.44% | 2.18% | Q4 2019 | Q3 2021 | 8 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 8 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.01% | 0.05% | 0.13% | Q3 2015 | Q2 2018 | 8 |
SQN Investors LP | 8 | 8 | 1.07% | 6.49% | 10.85% | Q2 2017 | Q1 2019 | 8 |
CIM INVESTMENT MANAGEMENT INC | 6 | 2 | 0.08% | 0.13% | 0.18% | Q3 2018 | Q4 2020 | 8 |
CenterBook Partners LP | 8 | 8 | 0.26% | 0.56% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Crow Point Partners, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2019 | 8 |
1492 Capital Management LLC | 8 | 8 | 0.56% | 0.72% | 0.93% | Q2 2021 | Q1 2023 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
QUADRANT CAPITAL GROUP LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Ellevest, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
SEGALL BRYANT & HAMILL, LLC | 4 | 1 | 0.07% | 0.12% | 0.29% | Q4 2019 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.01% | 0.84% | 1.32% | Q4 2017 | Q2 2019 | 7 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Sterling Capital Management LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2018 | 7 |
Yarbrough Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.23% | 0.33% | 0.44% | Q1 2020 | Q3 2021 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Merrion Investment Management Co, LLC | 7 | 7 | 0.21% | 0.36% | 0.47% | Q4 2020 | Q2 2022 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
WHALEROCK POINT PARTNERS, LLC | 7 | 7 | 0.10% | 0.29% | 0.43% | Q2 2018 | Q4 2019 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
HAMILTON LANE ADVISORS LLC | 6 | 1 | 0.45% | 2.74% | 5.35% | Q3 2015 | Q1 2018 | 7 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2019 | 7 |
DST Managers Ltd | 7 | 7 | 0.80% | 35.73% | 100.00% | Q1 2015 | Q3 2016 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.15% | 0.32% | Q2 2019 | Q2 2022 | 7 |
Caption Management, LLC | 5 | 5 | 0.01% | 0.09% | 0.37% | Q1 2021 | Q1 2022 | 7 |
HARBOURVEST PARTNERS LLC | 4 | 3 | 0.29% | 1.12% | 3.24% | Q3 2015 | Q2 2017 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2019 | 7 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 7 |
EMERALD MUTUAL FUND ADVISERS TRUST | 7 | 7 | 0.35% | 0.56% | 0.80% | Q2 2017 | Q4 2018 | 7 |
Cipher Capital LP | 6 | 1 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q2 2019 | 7 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.15% | 0.44% | Q4 2016 | Q4 2021 | 7 |
Financial Architects, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 7 |
Nicholas Investment Partners, LP | 4 | 1 | 0.13% | 0.19% | 0.28% | Q2 2018 | Q3 2023 | 7 |
Olympiad Research LP | 4 | 1 | 0.10% | 0.29% | 0.57% | Q4 2019 | Q2 2023 | 7 |
P SCHOENFELD ASSET MANAGEMENT LP | 4 | 4 | 0.65% | 1.51% | 2.25% | Q1 2021 | Q4 2021 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.08% | 0.23% | 0.53% | Q2 2020 | Q3 2023 | 7 |
WASATCH ADVISORS LP | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2018 | Q3 2019 | 7 |
COMERICA BANK | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 7 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2021 | Q4 2022 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Lyon Street Capital, LLC | 5 | 1 | 0.93% | 1.55% | 2.36% | Q3 2017 | Q1 2022 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BlackRock Group LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Gladius Capital Management LP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
NEXT CENTURY GROWTH INVESTORS LLC | 6 | 6 | 0.54% | 0.82% | 0.94% | Q3 2016 | Q4 2017 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Sciencast Management LP | 4 | 1 | 0.06% | 0.11% | 0.16% | Q3 2018 | Q4 2021 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.03% | 0.22% | 0.30% | Q3 2017 | Q4 2018 | 6 |
Liontrust Investment Partners LLP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 6 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 6 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.80% | 1.01% | 1.18% | Q2 2018 | Q3 2019 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.14% | 0.19% | 0.25% | Q3 2015 | Q4 2016 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2020 | 6 |
Moors & Cabot, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.12% | 0.34% | Q2 2017 | Q1 2023 | 6 |
WELCH CAPITAL PARTNERS LLC/NY | 6 | 6 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q1 2019 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.08% | 0.13% | Q3 2019 | Q4 2020 | 6 |
Permanens Capital L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Ophir Asset Management Pty Ltd | 6 | 6 | 2.97% | 4.63% | 5.50% | Q2 2022 | Q3 2023 | 6 |
K.J. Harrison & Partners Inc | 6 | 6 | 0.12% | 0.31% | 0.50% | Q3 2016 | Q4 2017 | 6 |
Woodson Capital Management, LP | 6 | 6 | 2.38% | 3.73% | 5.66% | Q4 2016 | Q1 2018 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.11% | 0.42% | Q1 2022 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LYELL WEALTH MANAGEMENT, LP | 5 | 1 | 0.07% | 0.17% | 0.29% | Q4 2016 | Q4 2018 | 6 |
Stephens Investment Management Group LLC | 6 | 6 | 0.48% | 0.60% | 0.74% | Q2 2022 | Q3 2023 | 6 |
CI INVESTMENTS INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Winslow, Evans & Crocker, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 5 |
Kerrisdale Advisers, LLC | 5 | 5 | 0.67% | 1.10% | 1.87% | Q1 2019 | Q1 2020 | 5 |
PITCAIRN CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Capital Advantage, Inc. | 3 | 2 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q4 2022 | 5 |
PFM Health Sciences, LP | 5 | 5 | 0.02% | 0.80% | 1.43% | Q2 2017 | Q2 2018 | 5 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.00% | 0.10% | 0.22% | Q2 2018 | Q1 2023 | 5 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 5 |
Royal Capital Wealth Management, LLC | 3 | 2 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q2 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
NORTH RUN CAPITAL, LP | 5 | 5 | 5.72% | 7.00% | 7.70% | Q1 2019 | Q1 2020 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 0.34% | 0.45% | 0.55% | Q3 2022 | Q3 2023 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
First Command Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
CLINTON GROUP INC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2017 | 5 |
Elequin Capital, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q2 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
XPONANCE, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Sculptor Capital LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 5 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 5 | 0.18% | 0.55% | 1.54% | Q4 2016 | Q4 2017 | 5 |
Mirador Capital Partners LP | 3 | 2 | 0.26% | 0.68% | 1.18% | Q2 2018 | Q3 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q1 2023 | 5 |
CenterStar Asset Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2018 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.03% | 0.17% | 0.37% | Q2 2019 | Q1 2023 | 5 |
Social Capital PEP Management LLC | 3 | 3 | 1.87% | 6.37% | 9.16% | Q4 2017 | Q2 2018 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q2 2021 | 5 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Sapphire Ventures (GPE) I, L.L.C. | 5 | 5 | 8.15% | 13.56% | 17.68% | Q3 2015 | Q3 2016 | 5 |
BOLTON LP | 3 | 3 | 0.16% | 1.10% | 1.43% | Q1 2015 | Q3 2015 | 5 |
Engle Capital Management, L.P. | 5 | 5 | 1.29% | 4.48% | 7.67% | Q1 2017 | Q1 2018 | 5 |
HARBER ASSET MANAGEMENT LLC | 5 | 5 | 1.35% | 1.61% | 1.96% | Q1 2018 | Q1 2019 | 5 |
Nokota Management, LP | 4 | 1 | 0.04% | 0.55% | 1.07% | Q4 2015 | Q2 2018 | 5 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4 | 1 | 0.19% | 1.12% | 2.07% | Q3 2015 | Q1 2018 | 5 |
EQUITEC PROPRIETARY MARKETS, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2015 | 5 |
Cornerstone Investment Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Garelick Capital Partners, LP | 5 | 5 | 1.33% | 2.66% | 3.49% | Q4 2016 | Q4 2017 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.26% | 0.41% | 0.48% | Q3 2022 | Q3 2023 | 5 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 5 | 5 | 0.69% | 1.39% | 2.38% | Q4 2015 | Q4 2016 | 5 |
Partner Investment Management, L.P. | 5 | 5 | 0.04% | 0.99% | 1.80% | Q2 2017 | Q2 2018 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.00% | 0.07% | 0.14% | Q2 2018 | Q2 2019 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Petrus Trust Company, LTA | 3 | 2 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.02% | 0.07% | 0.16% | Q1 2022 | Q3 2022 | 5 |
Alberta Investment Management Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Halpern Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
ARK Investment Management | 3 | 2 | 0.06% | 0.14% | 0.25% | Q4 2016 | Q1 2018 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 4 |
Virtu KCG Holdings LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
BROADVIEW ADVISORS LLC | 4 | 4 | 0.51% | 0.97% | 1.24% | Q3 2018 | Q2 2019 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.13% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.04% | 0.12% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Centiva Capital, LP | 2 | 2 | 0.00% | 0.11% | 0.42% | Q1 2021 | Q2 2021 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.60% | 0.84% | Q3 2015 | Q4 2017 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EAM Investors, LLC | 2 | 1 | 0.22% | 0.34% | 0.41% | Q2 2017 | Q4 2022 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 4 |
G&S Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Antonetti Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q1 2022 | 4 |
NWK Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q1 2017 | 4 |
BREWIN DOLPHIN LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.01% | 0.09% | 0.28% | Q3 2016 | Q3 2017 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.05% | 0.11% | 0.20% | Q4 2015 | Q3 2017 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.82% | 1.02% | 1.20% | Q2 2018 | Q1 2019 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Dakota Wealth Management | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2022 | Q2 2023 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.21% | 0.61% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Xcel Wealth Management, LLC | 4 | 4 | 0.16% | 0.42% | 0.77% | Q4 2018 | Q3 2019 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2017 | Q3 2018 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 1.12% | 1.52% | 1.98% | Q2 2018 | Q1 2019 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q4 2022 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.07% | 0.10% | 0.13% | Q2 2017 | Q2 2018 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q4 2017 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Rovida Advisors Inc. | 4 | 4 | 0.18% | 0.54% | 0.84% | Q3 2018 | Q2 2019 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Radnor Capital Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Empirical Capital Management, LLC | 3 | 3 | 0.17% | 2.86% | 4.56% | Q3 2018 | Q1 2019 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Virtus Fund Advisers, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.26% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.20% | 0.42% | 0.57% | Q1 2015 | Q4 2015 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
MYECFO, LLC | 4 | 4 | 0.42% | 0.50% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Ziegler Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.12% | 0.40% | Q2 2015 | Q1 2021 | 4 |
Granahan Investment Management | 4 | 4 | 0.35% | 0.59% | 0.79% | Q4 2017 | Q3 2018 | 4 |
Operose Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OUTFITTER ADVISORS, LTD. | 4 | 4 | 0.28% | 0.37% | 0.42% | Q3 2017 | Q2 2018 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 4 | 4 | 0.06% | 0.11% | 0.19% | Q3 2017 | Q2 2018 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
L & S Advisors Inc | 3 | 1 | 0.07% | 0.12% | 0.22% | Q4 2017 | Q2 2020 | 4 |
Congress Park Capital LLC | 4 | 4 | 0.19% | 0.63% | 1.10% | Q2 2018 | Q1 2019 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.13% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 3 | 1 | 0.12% | 0.32% | 0.55% | Q3 2015 | Q3 2017 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.14% | 0.17% | Q2 2021 | Q1 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q4 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.17% | 0.26% | Q3 2021 | Q2 2023 | 3 |
Monashee Investment Management LLC | 3 | 3 | 0.37% | 0.39% | 0.42% | Q1 2018 | Q3 2018 | 3 |
Clearline Capital LP | 3 | 3 | 0.52% | 1.15% | 1.87% | Q3 2019 | Q1 2020 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.07% | 0.19% | Q4 2021 | Q2 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Harvest Capital Strategies LLC | 3 | 3 | 1.64% | 1.83% | 1.98% | Q1 2018 | Q3 2018 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.09% | 0.19% | 0.38% | Q4 2018 | Q3 2020 | 3 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.05% | 0.16% | 0.30% | Q1 2022 | Q2 2023 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Lisanti Capital Growth, LLC | 3 | 3 | 0.60% | 0.73% | 0.82% | Q2 2022 | Q4 2022 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.52% | 0.81% | 1.06% | Q2 2022 | Q4 2022 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
NN Investment Partners Holdings N.V. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 3 |
DC Investments Management, LLC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Versor Investments LP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DOW CHEMICAL CO /DE/ | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.05% | 0.14% | 0.20% | Q1 2023 | Q3 2023 | 3 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.39% | 0.75% | 1.06% | Q1 2018 | Q2 2021 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 |
Main Street Research LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Capital World Investors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
ROYCE & ASSOCIATES LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Inspire Investing, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2020 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2020 | Q4 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
INTRUST BANK NA | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q4 2021 | 3 |
TTP Investments, Inc. | 1 | 1 | 0.14% | 0.20% | 0.25% | Q1 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.08% | 0.20% | Q1 2021 | Q4 2021 | 3 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2020 | 3 |
First Bank & Trust | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.31% | 0.94% | Q4 2020 | Q4 2021 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.13% | 0.17% | 0.23% | Q2 2023 | Q4 2023 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.32% | 0.40% | 0.52% | Q4 2018 | Q2 2019 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.27% | 0.44% | 0.75% | Q2 2018 | Q4 2018 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NZS Capital, LLC | 3 | 3 | 0.41% | 0.54% | 0.64% | Q1 2022 | Q3 2022 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lucha Capital Management, LP | 2 | 1 | 2.33% | 3.09% | 3.76% | Q2 2017 | Q1 2018 | 3 |
Woodline Partners LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2018 | 2 |
Sonoma Private Wealth LLC | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.51% | 1.14% | 1.77% | Q1 2020 | Q3 2020 | 2 |
Board of Trustees of The Leland Stanford Junior University | 2 | 2 | 0.13% | 0.22% | 0.31% | Q1 2015 | Q2 2015 | 2 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Altimeter Capital Management | 2 | 2 | 0.32% | 0.36% | 0.41% | Q3 2015 | Q4 2015 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Clayton Partners LLC | 2 | 2 | 2.50% | 2.86% | 3.22% | Q1 2021 | Q2 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
WEATHERBIE CAPITAL, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.53% | 0.56% | 0.60% | Q2 2018 | Q3 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.20% | 0.38% | Q1 2021 | Q2 2021 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.24% | 0.29% | 0.35% | Q2 2018 | Q3 2018 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
FORMULA GROWTH LTD | 2 | 2 | 0.32% | 0.54% | 0.75% | Q4 2020 | Q1 2021 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.17% | 0.23% | 0.29% | Q1 2018 | Q3 2020 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.16% | 0.32% | Q4 2018 | Q1 2023 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q4 2022 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.34% | 0.40% | 0.45% | Q1 2020 | Q2 2020 | 2 |
State of Wyoming | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
SAPPHIRE VENTURES, L.L.C. | 2 | 2 | 16.19% | 18.15% | 20.11% | Q4 2016 | Q1 2017 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 1.63% | 2.07% | 2.50% | Q2 2018 | Q3 2018 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2019 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Whale Rock Capital Management | 1 | 1 | 0.78% | 1.52% | 2.26% | Q2 2017 | Q4 2017 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.72% | 0.81% | 0.89% | Q3 2020 | Q4 2020 | 2 |
TCW GROUP INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Claar Advisors LLC | 2 | 2 | 1.16% | 1.23% | 1.30% | Q4 2018 | Q1 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cloverdale Capital Management, LLC | 2 | 2 | 5.72% | 6.29% | 6.86% | Q2 2019 | Q3 2019 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.01% | 0.35% | 0.70% | Q4 2022 | Q1 2023 | 2 |
Jump Trading, LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q1 2019 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2023 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2016 | Q1 2017 | 2 |
MQS Management LLC | 1 | 1 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pacific Grove Capital LP | 2 | 2 | 0.37% | 0.76% | 1.15% | Q1 2018 | Q2 2018 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.36% | 0.42% | 0.48% | Q3 2020 | Q1 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.07% | 0.62% | 1.16% | Q2 2018 | Q2 2018 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2019 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.03% | 0.42% | 0.81% | Q3 2017 | Q4 2017 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Contour Asset Management LLC | 1 | 1 | 0.02% | 0.77% | 1.52% | Q1 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.14% | 0.22% | 0.30% | Q2 2019 | Q3 2019 | 2 |
Islet Management, LP | 1 | 1 | 0.23% | 0.25% | 0.28% | Q1 2021 | Q1 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
West Tower Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Roubaix Capital, LLC | 2 | 2 | 1.21% | 1.55% | 1.88% | Q4 2022 | Q1 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Lynrock Lake LP | 2 | 2 | 0.85% | 1.01% | 1.17% | Q1 2021 | Q2 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 2.71% | 6.77% | 10.83% | Q1 2021 | Q1 2021 | 2 |
Echo45 Advisors LLC | 2 | 2 | 3.70% | 3.80% | 3.91% | Q4 2021 | Q1 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
GABELLI FUNDS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.10% | 1.04% | 1.98% | Q2 2018 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 2 |
Lee Financial Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.79% | 0.81% | 0.84% | Q4 2015 | Q1 2016 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2017 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Crestline Management, LP | 2 | 2 | 0.06% | 0.18% | 0.30% | Q3 2017 | Q4 2017 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Champlain Investment Partners, LLC | 2 | 2 | 0.56% | 0.61% | 0.65% | Q2 2023 | Q3 2023 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Tygh Capital Management, Inc. | 1 | 1 | 0.30% | 0.80% | 1.30% | Q1 2018 | Q1 2019 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.02% | 0.57% | 1.11% | Q4 2018 | Q1 2019 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.17% | 0.38% | 0.60% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NVWM, LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q4 2017 | Q1 2018 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Passport Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Callodine Capital Management, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Meritech Capital Associates IV L.L.C. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2018 | Q4 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Matrix Capital Management Company, LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2017 | Q4 2017 | 1 |
Jeneq Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Factorial Partners, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2021 | Q2 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2022 | Q4 2022 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2018 | Q1 2018 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2017 | Q1 2017 | 1 |
ArchPoint Investors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
DENDUR CAPITAL LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Antipodean Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2018 | Q1 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Soros Fund Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
StepStone Group LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SC US (TTGP), LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2023 | Q2 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Tensile Capital Management | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
BRIGHTLIGHT CAPITAL MANAGEMENT LP | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2020 | Q3 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Partners Group Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
INVESTOR AB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2019 | Q1 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Skye Global Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Joule Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
STEPH & CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
BP PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2017 | Q1 2017 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Triumph Capital Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Matisse Capital | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2019 | Q3 2019 | 1 |
GLYNN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2015 | Q1 2015 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SeaStone Capital Management, L.P. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2015 | Q1 2015 | 1 |
Athos Capital Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2023 | Q1 2023 | 1 |
Indaba Capital Management, L.P. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2021 | Q1 2021 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2017 | Q2 2017 | 1 |
Interval Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 10.69% | 10.69% | 10.69% | Q2 2017 | Q2 2017 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2018 | Q1 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2021 | Q1 2021 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q1 2019 | Q1 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KENNEDY LEWIS MANAGEMENT LP | 1 | 1 | 14.07% | 14.07% | 14.07% | Q4 2022 | Q4 2022 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Sheffield Asset Management, L.L.C. | 1 | 1 | 4.58% | 4.58% | 4.58% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2018 | Q4 2018 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
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This page lists all the filers that currently own BOX INC or have owned BOX INC in the past.