Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 33 |
Citadel Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 33 |
Cutler Group LLC / CA | 11 | 11 | 0.00% | 0.01% | 0.09% | Q1 2021 | Q3 2023 | 32 |
Parallax Volatility Advisers, L.P. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 26 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 11 | 11 | 0.00% | 0.00% | 0.04% | Q1 2021 | Q3 2023 | 21 |
HAP Trading, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 16 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q4 2022 | 16 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 13 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 12 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 12 |
EQUITEC PROPRIETARY MARKETS, LLC | 7 | 1 | 0.02% | 0.09% | 0.29% | Q1 2020 | Q4 2022 | 12 |
Parallel Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VANGUARD GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BLAIR WILLIAM & CO/IL | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Performa Ltd (US), LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, 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 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Archer Investment Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Invesco Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SignalPoint Asset Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Legal & General Group Plc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SAGE RHINO CAPITAL LLC | 10 | 10 | 0.00% | 0.18% | 0.62% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cedar Mountain Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Abacus Planning Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
MSD Partners, L.P. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Perceptive Advisors | 9 | 9 | 0.04% | 0.11% | 0.26% | Q1 2021 | Q1 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Legacy Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
FNY Investment Advisers, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 9 |
SIMPLEX TRADING, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Hexagon Capital Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Skaana Management L.P. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 8 |
Baillie Gifford | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Gainplan LLC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Spire Wealth Management | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Texas Capital Bank Wealth Management Services Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
XTX Topco Ltd | 4 | 1 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.04% | 0.13% | Q1 2021 | Q3 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q3 2021 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Engineers Gate Manager LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Group Hawaii, Inc. | 7 | 7 | 0.01% | 5.11% | 19.31% | Q1 2022 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Marathon Trading Investment Management LLC | 4 | 3 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 7 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Renaissance Technologies | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Handelsbanken Fonder AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
IMC-Chicago, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
GMT CAPITAL CORP | 4 | 2 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Man Group plc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Sandy Spring Bank | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
SG Americas Securities, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
State of Wyoming | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 5 |
RHUMBLINE ADVISERS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sculptor Capital LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DIMENSIONAL FUND ADVISORS LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Alpine Global Management, LLC | 5 | 5 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q4 2022 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Cordasco Financial Network | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Atom Investors LP | 4 | 1 | 0.02% | 0.10% | 0.35% | Q2 2021 | Q3 2023 | 5 |
MISSION WEALTH MANAGEMENT, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Comprehensive Financial Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Graham Capital Management, L.P. | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2021 | Q1 2023 | 5 |
Hudson Structured Capital Management Ltd. | 5 | 5 | 6.56% | 11.07% | 16.49% | Q4 2021 | Q4 2022 | 5 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ProShare Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
University of Massachusetts Foundation, Inc. | 4 | 4 | 0.11% | 0.25% | 0.46% | Q3 2021 | Q2 2022 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 4 |
XR Securities LLC | 3 | 3 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q4 2021 | 4 |
Russell Investments Group, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Intellectus Partners, LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q1 2022 | 4 |
IEQ CAPITAL, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Qtron Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
GREENOAKS CAPITAL PARTNERS LLC | 4 | 4 | 2.28% | 5.45% | 9.66% | Q1 2021 | Q4 2021 | 4 |
Independent Wealth Network Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Quantbot Technologies LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Parametrica Management Ltd | 3 | 1 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AMALGAMATED BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MetLife Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
NISA INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2022 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Summit Rock Advisors, LP | 4 | 4 | 0.37% | 0.55% | 0.92% | Q3 2021 | Q2 2022 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tuttle Capital Management, LLC | 3 | 3 | 0.06% | 0.11% | 0.18% | Q2 2021 | Q4 2021 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quilter Plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q4 2022 | 3 |
Allspring Global Investments Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 3 |
WMS Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Wealth Alliance | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.14% | 0.19% | 0.25% | Q3 2021 | Q4 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.06% | 0.13% | 0.20% | Q2 2021 | Q3 2021 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 2 |
Point72 Hong Kong Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Bowie Capital Management, LLC | 2 | 2 | 0.64% | 0.83% | 1.03% | Q1 2021 | Q2 2021 | 2 |
Casdin Capital, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q1 2021 | Q2 2021 | 2 |
Warberg Asset Management LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
First Round Capital Management V, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Ikarian Capital, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 2 | 2 | 0.24% | 0.30% | 0.36% | Q1 2021 | Q2 2021 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Alphabet Inc. | 2 | 2 | 1.12% | 1.18% | 1.25% | Q1 2021 | Q2 2021 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.20% | 0.27% | 0.33% | Q1 2021 | Q2 2021 | 2 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.06% | 0.13% | 0.19% | Q2 2021 | Q2 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Senator Investment Group LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
SIGULER GUFF ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GAM Holding AG | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Prosight Management, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Antipodean Advisors LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2021 | Q2 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Jump Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own CLOVER HEALTH INVESTMENTS CO or have owned CLOVER HEALTH INVESTMENTS CO in the past.