Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 35 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.05% | 0.34% | Q4 2020 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 34 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 34 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 32 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.01% | 0.09% | Q4 2020 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 24 |
HAP Trading, LLC | 11 | 11 | 0.00% | 0.03% | 0.25% | Q1 2021 | Q3 2023 | 24 |
D. E. Shaw & Co., Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 21 |
Squarepoint Ops LLC | 6 | 5 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 20 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Sculptor Capital LP | 4 | 3 | 0.01% | 0.08% | 0.32% | Q1 2021 | Q3 2023 | 17 |
UBS Group AG | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 17 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q3 2023 | 16 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 16 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 16 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 7 | 0.00% | 0.02% | 0.10% | Q1 2022 | Q3 2023 | 16 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 12 | 12 | 0.00% | 0.56% | 2.94% | Q4 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CNB Bank | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q4 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q1 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Baker Hughes Holdings LLC | 12 | 12 | 35.45% | 91.49% | 100.00% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.00% | 0.02% | 0.18% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.03% | 0.27% | 0.79% | Q3 2011 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VANGUARD GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.02% | 0.11% | 0.36% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RHUMBLINE ADVISERS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Nuveen Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
DOW CHEMICAL CO /DE/ | 11 | 11 | 0.73% | 2.83% | 5.89% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STATE STREET CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Caprock Group, LLC | 11 | 11 | 0.05% | 0.13% | 0.42% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VOYA INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Man Group plc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 11 |
Raymond James Financial Services Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Ancora Advisors LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Perennial Investment Advisors, LLC | 5 | 2 | 0.00% | 0.10% | 0.29% | Q4 2020 | Q3 2023 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 9 |
Tiller Private Wealth, Inc. | 9 | 9 | 0.67% | 1.64% | 3.53% | Q3 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
EVOKE WEALTH, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
NORGES BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
PRICE T ROWE ASSOCIATES INC /MD/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
ASSET MANAGEMENT CORP /IL/ /ADV | 5 | 5 | 0.23% | 0.58% | 1.27% | Q1 2021 | Q1 2022 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.76% | 1.51% | 2.14% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.17% | 0.41% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 5 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ExodusPoint Capital Management, LP | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Cetera Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Avestar Capital, LLC | 4 | 1 | 0.01% | 0.13% | 0.29% | Q1 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
MetLife Investment Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
180 WEALTH ADVISORS, LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SG3 Management, LLC | 5 | 5 | 0.00% | 0.05% | 0.29% | Q1 2021 | Q1 2022 | 8 |
Itau Unibanco Holding S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rafferty Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Marathon Trading Investment Management LLC | 3 | 1 | 0.02% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
JANUS HENDERSON GROUP PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Lesa Sroufe & Co | 4 | 3 | 0.24% | 0.35% | 0.57% | Q2 2021 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Ensign Peak Advisors, Inc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
TWO SIGMA ADVISERS, LP | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Bogart Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Carolina Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Pacific Center for Financial Services | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
BRAVE ASSET MANAGEMENT INC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
STIFEL FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.13% | 0.47% | Q4 2020 | Q1 2023 | 7 |
CenterStar Asset Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q1 2022 | 7 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisory, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 6 |
TCI Wealth Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.19% | 0.52% | Q2 2021 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schonfeld Strategic Advisors LLC | 6 | 6 | 0.00% | 0.03% | 0.13% | Q4 2021 | Q1 2023 | 6 |
IMC-Chicago, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Titus Wealth Management | 6 | 6 | 0.15% | 0.27% | 0.40% | Q1 2021 | Q2 2022 | 6 |
Covington Capital Management | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.09% | 0.19% | Q2 2021 | Q1 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.01% | 0.21% | 0.81% | Q2 2021 | Q1 2023 | 6 |
Bullseye Asset Management LLC | 6 | 6 | 0.21% | 0.33% | 0.52% | Q4 2020 | Q1 2022 | 6 |
ROBERTS GLORE & CO INC /IL/ | 6 | 6 | 0.10% | 0.19% | 0.28% | Q2 2021 | Q3 2022 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Glassman Wealth Services | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.36% | 0.68% | 1.01% | Q4 2021 | Q1 2023 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
HERSHEY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.08% | 0.30% | Q3 2021 | Q2 2023 | 6 |
FORT PITT CAPITAL GROUP, LLC | 5 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 6 |
Quadrature Capital Ltd | 3 | 1 | 0.03% | 0.20% | 0.82% | Q1 2021 | Q1 2023 | 5 |
Clearview Wealth Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Mariner, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Treasurer of the State of North Carolina | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HAMILTON LANE ADVISORS LLC | 2 | 1 | 0.04% | 0.09% | 0.15% | Q2 2021 | Q2 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coatue Management | 3 | 2 | 0.19% | 0.28% | 0.34% | Q1 2021 | Q3 2023 | 5 |
TIGER GLOBAL MANAGEMENT LLC | 5 | 5 | 0.07% | 0.16% | 0.36% | Q4 2020 | Q4 2021 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
State of New Jersey Common Pension Fund D | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Trevian Wealth Management LLC | 5 | 5 | 0.33% | 0.84% | 1.87% | Q4 2021 | Q4 2022 | 5 |
INTERWEST VENTURE MANAGEMENT CO | 5 | 5 | 16.01% | 20.77% | 30.04% | Q4 2020 | Q4 2021 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 4 | 1 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q2 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Laurion Capital Management LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
TPG Group Holdings (SBS) Advisors, Inc. | 4 | 4 | 2.10% | 10.04% | 24.92% | Q4 2020 | Q3 2021 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Quantamental Technologies LLC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q2 2023 | 4 |
SPRING CREEK CAPITAL LLC | 3 | 1 | 0.54% | 5.02% | 7.39% | Q1 2021 | Q1 2022 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Renaissance Capital LLC | 4 | 4 | 0.15% | 0.20% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.01% | 0.11% | 0.21% | Q4 2020 | Q3 2021 | 4 |
BlueMar Capital Management, LLC | 4 | 4 | 0.08% | 0.20% | 0.51% | Q4 2020 | Q3 2021 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
1623 Capital LLC | 3 | 1 | 0.13% | 0.49% | 0.82% | Q3 2021 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Probity Advisors, Inc. | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.18% | 0.41% | Q1 2021 | Q1 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Kayak Investment Partners LLC | 4 | 4 | 0.15% | 0.97% | 2.09% | Q4 2020 | Q3 2021 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.08% | 0.22% | Q1 2021 | Q2 2023 | 4 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
EWG Elevate Inc. | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 4 | 4 | 0.13% | 0.23% | 0.30% | Q1 2022 | Q4 2022 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BRANDYWINE MANAGERS, LLC | 4 | 4 | 0.24% | 0.41% | 0.56% | Q4 2020 | Q3 2021 | 4 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.11% | 0.35% | Q3 2021 | Q2 2023 | 4 |
LGT Group Foundation | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.05% | 0.16% | Q2 2023 | Q3 2023 | 4 |
Ghisallo Capital Management LLC | 4 | 4 | 0.16% | 0.40% | 0.78% | Q1 2021 | Q4 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.35% | 0.93% | Q4 2022 | Q3 2023 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
SHELL ASSET MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
LA FINANCIERE DE L'ECHIQUIER | 3 | 3 | 0.52% | 0.65% | 0.78% | Q1 2021 | Q3 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NATIXIS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.13% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BERKSHIRE CAPITAL HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.33% | 0.76% | Q1 2021 | Q4 2021 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2021 | 3 |
TPG GP A, LLC | 3 | 3 | 0.97% | 1.01% | 1.08% | Q4 2021 | Q2 2022 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
EVR Research LP | 3 | 3 | 3.59% | 4.75% | 5.35% | Q1 2023 | Q3 2023 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DIMENSIONAL FUND ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.61% | 1.35% | 1.98% | Q1 2023 | Q3 2023 | 3 |
IVC Wealth Advisors LLC | 2 | 1 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 3 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.05% | 0.08% | 0.13% | Q2 2023 | Q2 2023 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SCOUT INVESTMENTS, INC. | 2 | 1 | 0.27% | 0.32% | 0.38% | Q4 2020 | Q3 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XR Securities LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AQR Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beck Bode, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 3 |
MYDA Advisors LLC | 2 | 2 | 0.13% | 0.31% | 0.51% | Q1 2023 | Q2 2023 | 3 |
AtonRa Partners | 3 | 3 | 0.38% | 0.50% | 0.62% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.04% | 0.37% | 1.01% | Q3 2021 | Q1 2022 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.25% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 3 |
STRS OHIO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CADIAN CAPITAL MANAGEMENT, LP | 2 | 1 | 0.20% | 0.65% | 1.34% | Q4 2020 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
KIM, LLC | 3 | 3 | 0.35% | 0.42% | 0.53% | Q2 2022 | Q4 2022 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.30% | 0.81% | Q3 2021 | Q3 2022 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.77% | 0.92% | 1.16% | Q1 2023 | Q3 2023 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.29% | 0.70% | Q4 2020 | Q4 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 2 | 2 | 0.43% | 0.46% | 0.50% | Q1 2023 | Q2 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.94% | 2.54% | 4.13% | Q1 2023 | Q1 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q3 2021 | Q1 2022 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.17% | 0.27% | 0.37% | Q2 2021 | Q3 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.41% | 0.44% | 0.47% | Q4 2021 | Q2 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
EAM Investors, LLC | 2 | 2 | 0.31% | 0.44% | 0.56% | Q1 2023 | Q2 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q1 2023 | Q2 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.32% | 0.36% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Pinz Capital Management, LP | 1 | 1 | 1.27% | 1.54% | 1.80% | Q4 2020 | Q4 2021 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Skylands Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Anson Funds Management LP | 2 | 2 | 0.06% | 0.18% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Benedetti & Gucer, Inc. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Whale Rock Capital Management | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q1 2023 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.86% | 0.95% | 1.04% | Q1 2023 | Q2 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Knuff & Co LLC | 2 | 2 | 0.13% | 0.42% | 0.70% | Q3 2021 | Q4 2021 | 2 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
CM Management, LLC | 2 | 2 | 0.70% | 1.15% | 1.60% | Q3 2022 | Q4 2022 | 2 |
G2 Investment Partners Management LLC | 1 | 1 | 0.19% | 0.44% | 0.70% | Q4 2020 | Q1 2023 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Enlightenment Research, LLC | 2 | 2 | 0.41% | 0.42% | 0.42% | Q1 2021 | Q2 2021 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CSS LLC/IL | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.48% | 0.56% | 0.65% | Q2 2023 | Q3 2023 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 2 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q2 2023 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.31% | 0.34% | 0.38% | Q2 2023 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.72% | 0.85% | 0.99% | Q4 2020 | Q2 2021 | 2 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sicart Associates LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.29% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q4 2022 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Rokos Capital Management LLP | 2 | 2 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.27% | 0.33% | 0.39% | Q2 2023 | Q3 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Research Global Investors | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2022 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.08% | 0.42% | 0.75% | Q4 2022 | Q1 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.76% | 1.08% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q3 2023 | Q3 2023 | 2 |
Woodline Partners LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
CEERA INVESTMENTS, LLC | 2 | 2 | 0.17% | 0.28% | 0.40% | Q3 2022 | Q4 2022 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SAGE RHINO CAPITAL LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BlueDrive Global Investors LLP | 1 | 1 | 6.63% | 6.63% | 6.63% | Q1 2023 | Q1 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RIVERPARK CAPITAL MANAGEMENT LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Olympiad Research LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Carmignac Gestion | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EMC Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
B. Riley Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cherry Creek Investment Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ararat Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2021 | Q1 2021 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2021 | Q1 2021 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Arosa Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Selway Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Strategic Vision Investment Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2020 | Q4 2020 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
BP PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Ratan Capital Management LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alight Capital Management LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Harbor Spring Capital, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2023 | Q2 2023 | 1 |
ACT CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
CenterBook Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q4 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2023 | Q2 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2020 | Q4 2020 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 9.62% | 9.62% | 9.62% | Q1 2023 | Q1 2023 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2021 | Q4 2021 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2023 | Q1 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Regal Partners Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Ion Asset Management Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WIT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Corriente Advisors, LLC | 1 | 1 | 68.76% | 68.76% | 68.76% | Q1 2023 | Q1 2023 | 1 |
Palogic Value Management, L.P. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Axel Capital Management, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Islet Management, LP | 1 | 1 | 3.71% | 3.71% | 3.71% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Matrix Capital Management Company, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
Keel Point, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jeneq Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital World Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TITLEIST ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own C3 AI INC or have owned C3 AI INC in the past.