Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 51 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.08% | 1.06% | Q3 2019 | Q3 2023 | 49 |
Citadel Advisors | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 48 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.03% | 0.26% | Q1 2020 | Q3 2023 | 42 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.08% | 0.27% | Q3 2019 | Q3 2023 | 41 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.04% | 0.23% | Q1 2020 | Q3 2023 | 40 |
PEAK6 Investments LLC | 15 | 15 | 0.00% | 0.07% | 0.31% | Q1 2020 | Q3 2023 | 40 |
UBS Group AG | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 39 |
HAP Trading, LLC | 15 | 1 | 0.00% | 0.05% | 0.42% | Q3 2019 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 34 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.02% | 0.11% | Q2 2020 | Q3 2023 | 33 |
Squarepoint Ops LLC | 10 | 1 | 0.01% | 0.05% | 0.20% | Q1 2020 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 31 |
TUDOR INVESTMENT CORP ET AL | 17 | 17 | 0.00% | 0.07% | 0.30% | Q3 2019 | Q3 2023 | 30 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 11 | 0.01% | 0.07% | 0.25% | Q1 2021 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 29 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.05% | 0.23% | Q3 2019 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 27 |
MILLENNIUM MANAGEMENT LLC | 9 | 7 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.18% | 0.65% | Q2 2020 | Q3 2023 | 24 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 23 |
NOMURA HOLDINGS INC | 12 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 13 | 13 | 0.00% | 0.11% | 0.50% | Q3 2020 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 21 |
CAAS CAPITAL MANAGEMENT LP | 8 | 8 | 0.00% | 0.12% | 0.64% | Q4 2020 | Q3 2022 | 21 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 20 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 20 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 20 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BAMCO INC /NY/ | 17 | 17 | 0.01% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FMR LLC | 17 | 17 | 0.04% | 0.13% | 0.28% | Q3 2019 | Q3 2023 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.03% | 0.09% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Creative Planning | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.19% | 0.48% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 17 | 17 | 0.00% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Legal & General Group Plc | 17 | 17 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Lido Advisors, LLC | 9 | 2 | 0.01% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Simplify Asset Management Inc. | 8 | 1 | 0.01% | 0.19% | 1.32% | Q4 2020 | Q1 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Whetstone Capital Advisors, LLC | 17 | 17 | 1.56% | 8.42% | 12.60% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
GILDER GAGNON HOWE & CO LLC | 17 | 17 | 0.50% | 2.13% | 3.69% | Q3 2019 | Q3 2023 | 17 |
VANGUARD GROUP INC | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.18% | 1.42% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.02% | 0.35% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Man Group plc | 9 | 4 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 15 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 15 |
Invesco Ltd. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Draper Asset Management, LLC | 11 | 11 | 0.02% | 0.93% | 1.63% | Q4 2020 | Q2 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q4 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.05% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Capital World Investors | 15 | 15 | 0.00% | 0.13% | 0.35% | Q1 2020 | Q3 2023 | 15 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 15 | 15 | 0.34% | 1.78% | 2.92% | Q3 2019 | Q1 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Allen Investment Management, LLC | 15 | 15 | 0.05% | 0.20% | 0.32% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NEA Management Company, LLC | 15 | 15 | 0.48% | 4.46% | 6.49% | Q3 2019 | Q1 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ETF MANAGERS GROUP, LLC | 15 | 15 | 0.90% | 1.65% | 2.88% | Q3 2019 | Q1 2023 | 15 |
SENTINEL TRUST CO LBA | 14 | 14 | 0.39% | 0.97% | 1.64% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NORGES BANK | 14 | 14 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q4 2022 | 14 |
JANUS HENDERSON GROUP PLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Jasper Ridge Partners, L.P. | 14 | 14 | 0.04% | 0.34% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.06% | 0.24% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Soltis Investment Advisors LLC | 14 | 14 | 0.19% | 0.35% | 0.58% | Q2 2020 | Q3 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.94% | 1.72% | 2.47% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
12 West Capital Management LP | 14 | 14 | 0.62% | 1.01% | 1.82% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Baillie Gifford | 14 | 14 | 0.39% | 1.43% | 2.28% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 0.41% | 0.82% | 1.96% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
DekaBank Deutsche Girozentrale | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.04% | 0.24% | Q3 2019 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
PIER 88 INVESTMENT PARTNERS LLC | 14 | 14 | 0.03% | 0.24% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.02% | 0.05% | 0.09% | Q3 2011 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 14 | 14 | 0.14% | 0.65% | 1.27% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Avitas Wealth Management LLC | 14 | 14 | 0.10% | 0.35% | 0.67% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ARS Investment Partners, LLC | 14 | 14 | 0.09% | 0.24% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Miura Global Management | 13 | 1 | 0.65% | 3.84% | 5.74% | Q3 2019 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.14% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Optimus Prime Fund Management Co., Ltd. | 13 | 1 | 0.14% | 4.79% | 13.62% | Q1 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 10 | 3 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 13 |
DnB Asset Management AS | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
DIMENSIONAL FUND ADVISORS LP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 13 |
ASPIRIANT, LLC | 13 | 13 | 0.03% | 0.21% | 1.49% | Q3 2020 | Q3 2023 | 13 |
Archer Investment Corp | 13 | 13 | 0.06% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Atika Capital Management LLC | 10 | 3 | 0.51% | 1.44% | 2.21% | Q2 2020 | Q3 2023 | 13 |
Utah Retirement Systems | 13 | 13 | 0.02% | 0.07% | 0.33% | Q3 2020 | Q3 2023 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 1.00% | 1.64% | 2.42% | Q3 2020 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 13 | 13 | 0.01% | 0.19% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Cota Capital Management, LLC | 13 | 13 | 6.04% | 8.65% | 11.40% | Q3 2020 | Q3 2023 | 13 |
RPG Investment Advisory, LLC | 13 | 13 | 1.21% | 1.94% | 2.90% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Allianz Asset Management GmbH | 13 | 13 | 0.00% | 0.07% | 0.26% | Q3 2020 | Q3 2023 | 13 |
FAS Wealth Partners, Inc. | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 11 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 13 |
Van Hulzen Asset Management, LLC | 9 | 1 | 0.02% | 0.76% | 9.01% | Q1 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.04% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Sepio Capital, LP | 13 | 13 | 0.05% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Clear Harbor Asset Management, LLC | 13 | 13 | 0.04% | 0.17% | 0.30% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 13 | 13 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Riggs Asset Managment Co. Inc. | 13 | 13 | 0.01% | 0.81% | 1.78% | Q3 2020 | Q3 2023 | 13 |
abrdn plc | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
SANDERS MORRIS HARRIS LLC | 9 | 3 | 0.05% | 0.12% | 0.43% | Q2 2020 | Q3 2023 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.04% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
NATIXIS | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q2 2023 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
ARK Investment Management | 12 | 12 | 0.05% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mirador Capital Partners LP | 12 | 12 | 0.11% | 0.19% | 0.29% | Q1 2020 | Q4 2022 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Asset Management One Co., Ltd. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Handelsbanken Fonder AB | 12 | 12 | 0.01% | 0.06% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SHELL ASSET MANAGEMENT CO | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WESTPAC BANKING CORP | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Arizona State Retirement System | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.04% | 0.16% | 0.54% | Q4 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sterling Investment Advisors, Ltd. | 12 | 12 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q2 2022 | 12 |
Korea Investment CORP | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Old Well Partners, LLC | 6 | 6 | 0.53% | 0.89% | 1.43% | Q3 2020 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.14% | 0.44% | Q2 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Firsthand Capital Management, Inc. | 12 | 12 | 1.97% | 4.06% | 6.28% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.04% | 0.18% | 0.45% | Q4 2020 | Q3 2023 | 12 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 12 |
MACQUARIE GROUP LTD | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Robeco Institutional Asset Management B.V. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SW Investment Management LLC | 12 | 12 | 15.42% | 22.92% | 30.43% | Q4 2020 | Q3 2023 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.03% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
APG Asset Management N.V. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CFM WEALTH PARTNERS LLC | 12 | 12 | 0.46% | 0.72% | 1.03% | Q4 2020 | Q3 2023 | 12 |
AtonRa Partners | 12 | 12 | 0.87% | 1.27% | 1.73% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
IFM Investors Pty Ltd | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.01% | 0.07% | 0.36% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Penserra Capital Management LLC | 10 | 2 | 0.00% | 0.03% | 0.15% | Q3 2020 | Q3 2023 | 12 |
Peak Asset Management, LLC | 12 | 12 | 0.06% | 0.13% | 0.35% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LA FINANCIERE DE L'ECHIQUIER | 12 | 12 | 1.27% | 1.94% | 3.69% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Skandinaviska Enskilda Banken AB (publ) | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 0.22% | 0.45% | 0.80% | Q4 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
USS Investment Management Ltd | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
NWI MANAGEMENT LP | 10 | 1 | 0.00% | 0.73% | 1.37% | Q3 2019 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
GAM Holding AG | 7 | 2 | 0.18% | 0.67% | 1.08% | Q2 2020 | Q3 2023 | 11 |
Independent Advisor Alliance | 11 | 11 | 0.00% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
National Pension Service | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Polar Capital Holdings Plc | 7 | 4 | 0.02% | 0.25% | 0.72% | Q4 2020 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GABELLI FUNDS LLC | 11 | 11 | 0.03% | 0.12% | 0.17% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ClariVest Asset Management LLC | 11 | 11 | 0.05% | 0.09% | 0.16% | Q3 2020 | Q1 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Kovack Advisors, Inc. | 10 | 1 | 0.04% | 0.07% | 0.16% | Q2 2020 | Q1 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.43% | 0.82% | 1.10% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
HAMILTON LANE ADVISORS LLC | 11 | 11 | 0.26% | 2.25% | 11.05% | Q3 2020 | Q1 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Knuff & Co LLC | 11 | 11 | 0.02% | 0.09% | 0.44% | Q3 2020 | Q1 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Strategic Vision Investment Ltd | 9 | 2 | 0.30% | 2.57% | 5.63% | Q2 2020 | Q1 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 8 | 3 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 10 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 10 | 1 | 0.06% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 11 |
FEDERATED HERMES, INC. | 11 | 11 | 0.01% | 0.09% | 0.20% | Q3 2019 | Q1 2022 | 11 |
Achmea Investment Management B.V. | 11 | 11 | 0.03% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
VESTOR CAPITAL, LLC | 7 | 1 | 0.17% | 0.68% | 1.13% | Q1 2020 | Q1 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 11 |
Sands Capital Management | 11 | 11 | 0.12% | 2.16% | 3.73% | Q1 2021 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
TIGER GLOBAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LONG WALK MANAGEMENT LP | 10 | 10 | 11.95% | 26.45% | 39.76% | Q2 2021 | Q3 2023 | 10 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 10 | 10 | 0.49% | 2.39% | 4.76% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Andra AP-fonden | 5 | 2 | 0.01% | 0.16% | 0.31% | Q4 2020 | Q3 2023 | 10 |
Circle Wealth Management, LLC | 10 | 10 | 0.09% | 0.38% | 0.66% | Q2 2021 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
MIZUHO MARKETS AMERICAS LLC | 9 | 9 | 0.01% | 0.58% | 1.87% | Q3 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL PLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
AQR Capital Management | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
BBR PARTNERS, LLC | 10 | 10 | 0.03% | 0.15% | 0.32% | Q3 2020 | Q4 2022 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.04% | 0.15% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.22% | 0.65% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Strategy Capital | 10 | 10 | 5.53% | 10.51% | 13.93% | Q2 2021 | Q3 2023 | 10 |
SWS Partners | 10 | 10 | 0.75% | 1.03% | 1.60% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.44% | 0.90% | 1.63% | Q2 2021 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.02% | 0.16% | Q3 2020 | Q4 2022 | 10 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.14% | 0.35% | Q3 2020 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 6 | 1 | 0.02% | 0.27% | 0.96% | Q4 2019 | Q3 2023 | 10 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Adalta Capital Management LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.02% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 10 |
Renaissance Technologies | 6 | 2 | 0.00% | 0.05% | 0.19% | Q1 2020 | Q4 2022 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Lindbrook Capital, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
STRS OHIO | 7 | 3 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 0.22% | 0.88% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Executive Wealth Management, LLC | 8 | 2 | 0.14% | 0.30% | 0.47% | Q2 2020 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capital Impact Advisors, LLC | 6 | 4 | 0.14% | 0.64% | 1.43% | Q2 2020 | Q4 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.51% | 1.07% | 2.17% | Q2 2021 | Q3 2023 | 10 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q1 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q2 2023 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q3 2023 | 9 |
Raine Capital LLC | 9 | 9 | 0.10% | 0.39% | 0.93% | Q1 2021 | Q1 2023 | 9 |
TOBAM | 7 | 2 | 0.01% | 0.64% | 1.51% | Q4 2020 | Q3 2023 | 9 |
Parkwood LLC | 9 | 9 | 0.04% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 9 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.15% | 0.51% | Q3 2019 | Q3 2022 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SevenOneSeven Capital Management | 5 | 4 | 0.54% | 0.75% | 0.98% | Q2 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.10% | 0.19% | 0.34% | Q4 2020 | Q4 2022 | 9 |
COMMERCE BANK | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Intersect Capital LLC | 9 | 9 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q2 2022 | 9 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.21% | 0.48% | Q1 2020 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Tidal Investments LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Center Lake Capital Management, LLC | 9 | 9 | 0.90% | 3.67% | 5.57% | Q3 2020 | Q3 2022 | 9 |
Laurion Capital Management LP | 4 | 1 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q2 2023 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 6 | 3 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 9 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.03% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 9 |
Value Star Asset Management (Hong Kong) Ltd | 9 | 9 | 1.78% | 6.78% | 9.86% | Q3 2021 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.13% | Q4 2022 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MARSHALL WACE, LLP | 6 | 3 | 0.00% | 0.08% | 0.29% | Q2 2020 | Q1 2023 | 9 |
INVERNESS COUNSEL LLC /NY/ | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.30% | 0.93% | 1.85% | Q4 2021 | Q4 2023 | 9 |
Cetera Advisors LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 9 |
PITCAIRN CO | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2023 | 9 |
Alberta Investment Management Corp | 9 | 9 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Castle Rock Wealth Management, LLC | 7 | 1 | 0.20% | 0.47% | 0.88% | Q2 2020 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 9 |
PITTENGER & ANDERSON INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q1 2023 | 9 |
Motley Fool Asset Management LLC | 7 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ellevest, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 9 |
Codex Capital, L.L.C. | 9 | 9 | 0.53% | 0.97% | 1.47% | Q3 2021 | Q3 2023 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
PROFUND ADVISORS LLC | 9 | 9 | 0.01% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9 | 9 | 0.02% | 0.09% | 0.18% | Q1 2020 | Q1 2022 | 9 |
BERKSHIRE CAPITAL HOLDINGS INC | 9 | 9 | 0.00% | 4.61% | 6.94% | Q3 2021 | Q3 2023 | 9 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 9 |
Illinois Municipal Retirement Fund | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.04% | 0.16% | 0.53% | Q3 2019 | Q3 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.20% | 0.32% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
AMJ Financial Wealth Management | 8 | 8 | 2.19% | 3.43% | 4.48% | Q2 2020 | Q1 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
ThornTree Capital Partners LP | 8 | 8 | 2.43% | 4.46% | 7.90% | Q1 2020 | Q4 2021 | 8 |
TFC Financial Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
ADIRONDACK TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.53% | 0.81% | 1.16% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.10% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL MANAGEMENT NETWORK INC | 8 | 8 | 0.13% | 0.28% | 0.38% | Q4 2020 | Q3 2022 | 8 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q4 2022 | 8 |
Privium Fund Management B.V. | 8 | 8 | 1.41% | 4.68% | 7.02% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Cynosure Group, LLC | 8 | 8 | 1.47% | 3.89% | 6.55% | Q4 2020 | Q3 2022 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.08% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Hitchwood Capital Management LP | 8 | 8 | 0.48% | 0.88% | 1.63% | Q1 2020 | Q4 2021 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 0.64% | 1.32% | 1.81% | Q4 2020 | Q3 2022 | 8 |
Atlas Brown,Inc. | 8 | 8 | 0.08% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
SQN Investors LP | 8 | 8 | 1.17% | 2.94% | 5.34% | Q1 2021 | Q4 2022 | 8 |
Deane Retirement Strategies, Inc. | 5 | 1 | 0.00% | 0.97% | 2.31% | Q4 2019 | Q2 2023 | 8 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.34% | 0.41% | 0.52% | Q4 2021 | Q3 2023 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.05% | 0.23% | 0.48% | Q4 2020 | Q3 2023 | 8 |
LYELL WEALTH MANAGEMENT, LP | 8 | 8 | 0.13% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MetLife Investment Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 8 | 8 | 0.00% | 0.03% | 0.15% | Q2 2021 | Q1 2023 | 8 |
Rafferty Asset Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Solstein Capital, LLC | 4 | 1 | 0.18% | 0.39% | 0.65% | Q4 2019 | Q2 2022 | 8 |
Qube Research & Technologies Ltd | 4 | 4 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q1 2023 | 8 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.11% | 0.25% | 0.39% | Q1 2022 | Q3 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2022 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q1 2022 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.07% | 0.34% | Q4 2020 | Q1 2023 | 7 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.12% | 0.22% | 0.51% | Q4 2021 | Q3 2023 | 7 |
Renaissance Capital LLC | 7 | 7 | 1.70% | 3.15% | 4.75% | Q4 2020 | Q2 2022 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2021 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.11% | 0.28% | 0.48% | Q4 2020 | Q2 2023 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 1 | 0.10% | 0.27% | 0.59% | Q1 2020 | Q2 2023 | 7 |
Financial Enhancement Group LLC | 6 | 1 | 0.00% | 0.06% | 0.43% | Q1 2020 | Q2 2022 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.21% | 0.59% | Q4 2020 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Capital International, Inc./CA/ | 5 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 3 | 2 | 0.01% | 0.13% | 0.23% | Q3 2019 | Q2 2023 | 7 |
PEREGRINE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.69% | 0.92% | 1.09% | Q1 2022 | Q3 2023 | 7 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
New Millennium Group LLC | 6 | 1 | 0.00% | 0.12% | 0.73% | Q4 2021 | Q3 2023 | 7 |
Grandeur Peak Global Advisors, LLC | 7 | 7 | 0.20% | 1.02% | 2.46% | Q1 2022 | Q3 2023 | 7 |
Caption Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q1 2020 | Q1 2023 | 7 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Capital International Sarl | 5 | 2 | 0.03% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Candriam S.C.A. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Alfreton Capital LLP | 7 | 7 | 27.53% | 35.62% | 45.41% | Q1 2022 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.23% | 0.51% | Q4 2020 | Q4 2022 | 7 |
Virtu Financial LLC | 6 | 1 | 0.05% | 0.26% | 0.57% | Q4 2020 | Q2 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Taylor Frigon Capital Management LLC | 7 | 7 | 0.68% | 1.38% | 1.86% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Ferris Capital, LLC | 4 | 3 | 0.13% | 0.23% | 0.41% | Q2 2020 | Q1 2022 | 7 |
Financial Architects, Inc | 7 | 7 | 0.07% | 0.09% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.29% | 0.72% | Q4 2019 | Q2 2022 | 7 |
Athanor Capital, LP | 5 | 2 | 0.04% | 0.17% | 0.47% | Q3 2019 | Q2 2021 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 5 | 2 | 0.06% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Corient Capital Partners, LLC | 7 | 7 | 0.03% | 1.11% | 3.86% | Q1 2021 | Q3 2022 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Belmont Capital, LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Avalon Global Asset Management LLC | 7 | 7 | 0.86% | 1.52% | 2.43% | Q1 2022 | Q3 2023 | 7 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.08% | 0.17% | 0.23% | Q4 2020 | Q1 2022 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Zions Bancorporation, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 6 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VIVID FINANCIAL MANAGEMENT, INC. | 6 | 6 | 0.20% | 0.34% | 0.40% | Q3 2020 | Q4 2021 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Stanley-Laman Group, Ltd. | 6 | 6 | 0.95% | 1.08% | 1.31% | Q2 2022 | Q3 2023 | 6 |
FARMERS TRUST CO | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
EverSource Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Soros Fund Management | 4 | 4 | 0.19% | 0.35% | 0.63% | Q4 2022 | Q3 2023 | 6 |
IBM Retirement Fund | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6 | 6 | 0.36% | 0.93% | 1.46% | Q1 2021 | Q2 2022 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.03% | 0.10% | 0.13% | Q2 2020 | Q3 2021 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Vahanian & Associates Financial Planning Inc. | 5 | 1 | 0.69% | 0.82% | 1.15% | Q1 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
ROYCE & ASSOCIATES LP | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2020 | 6 |
Corton Capital Inc. | 6 | 6 | 0.19% | 0.46% | 0.68% | Q1 2022 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Delphia (USA) Inc. | 6 | 6 | 0.33% | 0.52% | 0.63% | Q1 2022 | Q2 2023 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.17% | 0.29% | Q4 2020 | Q2 2023 | 6 |
AIA Group Ltd | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 6 |
COHEN & STEERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Institute for Wealth Management, LLC. | 4 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 4 | 2 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q2 2023 | 6 |
MOSELEY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.19% | 0.26% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Harvest Investment Services, LLC | 4 | 1 | 0.26% | 0.60% | 1.14% | Q3 2021 | Q3 2023 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Hidden Lake Asset Management LP | 4 | 1 | 1.16% | 3.38% | 9.57% | Q1 2020 | Q4 2022 | 6 |
FIL Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Seaport Global Advisors, LLC | 6 | 6 | 0.30% | 0.72% | 1.22% | Q4 2021 | Q1 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5 | 1 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2022 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.06% | 0.43% | 0.85% | Q2 2022 | Q3 2023 | 6 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.10% | 0.45% | Q4 2020 | Q4 2021 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q2 2022 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.02% | 0.09% | 0.26% | Q1 2020 | Q2 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 6 |
Dai-ichi Life Insurance Company, Ltd | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
HARTLINE INVESTMENT CORP/ | 4 | 1 | 0.45% | 1.83% | 2.72% | Q4 2021 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.03% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
INTRUST BANK NA | 4 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2022 | 5 |
Gateway Advisory, LLC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 5 |
PURSUE WEALTH PARTNERS LLC | 4 | 1 | 0.20% | 0.72% | 1.06% | Q1 2022 | Q2 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.12% | 0.26% | 0.53% | Q2 2020 | Q1 2023 | 5 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
NN Investment Partners Holdings N.V. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
PDT Partners, LLC | 3 | 1 | 0.09% | 0.24% | 0.35% | Q3 2021 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PA Capital LLC | 5 | 5 | 0.53% | 0.85% | 1.19% | Q3 2019 | Q3 2020 | 5 |
Polar Capital LLP | 5 | 5 | 0.02% | 0.39% | 0.78% | Q3 2019 | Q3 2020 | 5 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 5 |
LORD, ABBETT & CO. LLC | 3 | 1 | 0.02% | 0.14% | 0.34% | Q1 2020 | Q1 2023 | 5 |
JAT Capital Mgmt LP | 4 | 1 | 0.53% | 1.92% | 5.33% | Q4 2021 | Q2 2023 | 5 |
Lisanti Capital Growth, LLC | 5 | 5 | 0.15% | 0.54% | 1.50% | Q2 2020 | Q2 2021 | 5 |
Venrock Management V, LLC | 5 | 5 | 95.00% | 96.63% | 99.56% | Q2 2020 | Q2 2021 | 5 |
Board of Trustees of The Leland Stanford Junior University | 5 | 5 | 0.60% | 1.30% | 3.43% | Q3 2019 | Q3 2020 | 5 |
Souders Financial Advisors | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.49% | 0.69% | 1.15% | Q4 2021 | Q4 2022 | 5 |
Alpha Paradigm Partners, LLC | 3 | 2 | 0.03% | 0.48% | 1.93% | Q4 2020 | Q4 2022 | 5 |
Crewe Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Redpoint Investment Management Pty Ltd | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 5 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.11% | 0.24% | Q2 2020 | Q1 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Morse Asset Management, Inc | 3 | 2 | 0.17% | 0.20% | 0.28% | Q3 2020 | Q4 2021 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.36% | 0.53% | 0.64% | Q3 2019 | Q3 2023 | 5 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.27% | 0.98% | Q3 2019 | Q3 2023 | 5 |
First Pacific Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Perpetual Investment Management Ltd | 5 | 5 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q4 2022 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Nicholas Investment Partners, LP | 4 | 1 | 0.02% | 0.10% | 0.22% | Q2 2022 | Q3 2023 | 5 |
black-and-white Capital LP | 3 | 3 | 0.39% | 1.86% | 3.31% | Q1 2020 | Q3 2020 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.10% | 0.19% | Q4 2019 | Q2 2023 | 5 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 5 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.06% | 0.18% | 0.44% | Q3 2019 | Q3 2022 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.16% | 0.44% | 0.73% | Q4 2019 | Q4 2020 | 5 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.34% | 0.43% | 0.51% | Q1 2021 | Q1 2022 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.51% | 0.72% | 0.86% | Q1 2021 | Q1 2022 | 5 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BARINGS LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
UBS OCONNOR LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.26% | 0.37% | Q1 2020 | Q2 2022 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.05% | 0.15% | 0.33% | Q4 2020 | Q4 2021 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Rathbones Group PLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2022 | 4 |
XR Securities LLC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q4 2021 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.13% | 0.34% | 0.54% | Q1 2021 | Q1 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.14% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Greenspring Associates, LLC | 4 | 4 | 0.43% | 29.90% | 47.08% | Q3 2019 | Q2 2020 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
Wolf Hill Capital Management, LP | 4 | 4 | 0.06% | 0.14% | 0.22% | Q3 2021 | Q2 2022 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Duquesne Family Office | 3 | 1 | 0.15% | 0.71% | 1.62% | Q3 2020 | Q3 2022 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WINTON GROUP Ltd | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.29% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q4 2022 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Royal Fund Management, LLC | 2 | 2 | 0.30% | 0.34% | 0.39% | Q2 2023 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
TRUST CO OF VERMONT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WD RUTHERFORD LLC | 4 | 4 | 0.01% | 0.46% | 0.94% | Q2 2021 | Q1 2022 | 4 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.09% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2022 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q1 2022 | 4 |
SpiderRock Advisors, LLC | 4 | 4 | 3.36% | 3.93% | 5.22% | Q4 2020 | Q3 2021 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.59% | 1.17% | 1.70% | Q4 2020 | Q3 2021 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cinctive Capital Management LP | 3 | 1 | 0.02% | 0.18% | 0.39% | Q3 2020 | Q3 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Stony Point Capital LLC | 4 | 4 | 2.08% | 2.85% | 4.29% | Q1 2021 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Mn Services Vermogensbeheer B.V. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PICTET ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 4 |
Whale Rock Capital Management | 2 | 1 | 0.29% | 0.98% | 1.40% | Q1 2020 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q2 2023 | 4 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ALLSTATE CORP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Engle Capital Management, L.P. | 4 | 4 | 0.38% | 1.56% | 3.19% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Fund Management at Engine No. 1 LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Checchi Capital Advisers, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 4 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DOHENY ASSET MANAGEMENT /CA | 4 | 4 | 0.19% | 0.26% | 0.30% | Q1 2021 | Q4 2021 | 4 |
Artisan Partners Limited Partnership | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q1 2021 | 4 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Maytus Capital Management, LLC | 4 | 4 | 1.37% | 2.33% | 3.10% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q4 2022 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q4 2020 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SITTNER & NELSON, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 4.73% | 5.65% | 6.87% | Q4 2020 | Q3 2021 | 4 |
O'Brien Greene & Co. Inc | 3 | 1 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.12% | 0.49% | 1.10% | Q3 2019 | Q1 2020 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.23% | 0.35% | Q4 2020 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 3 |
Elequin Capital, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WMG Financial Advisors, LLC | 2 | 1 | 0.18% | 0.30% | 0.38% | Q4 2021 | Q3 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.26% | 0.55% | Q2 2022 | Q2 2023 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.08% | 0.20% | 0.32% | Q4 2021 | Q2 2022 | 3 |
PARNASSUS INVESTMENTS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.48% | 1.55% | 1.66% | Q4 2020 | Q1 2022 | 3 |
CSS LLC/IL | 2 | 1 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 3 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Next Capital Management LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 3 |
Partners Group Holding AG | 2 | 1 | 0.30% | 0.60% | 1.04% | Q1 2020 | Q4 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3 | 3 | 0.20% | 0.23% | 0.29% | Q3 2022 | Q1 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.04% | 0.08% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.46% | 0.47% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Crestone Asset Management LLC | 3 | 3 | 0.08% | 0.18% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Full Sail Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EAM Investors, LLC | 3 | 3 | 0.25% | 0.44% | 0.66% | Q1 2020 | Q3 2020 | 3 |
Trellis Wealth Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Freemont Management S.A. | 3 | 3 | 1.02% | 1.08% | 1.17% | Q1 2022 | Q3 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.73% | 0.74% | 0.75% | Q1 2023 | Q3 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.02% | 0.10% | 0.26% | Q3 2021 | Q1 2022 | 3 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.02% | 0.74% | 1.98% | Q4 2020 | Q4 2021 | 3 |
Must Asset Management Inc. | 3 | 3 | 0.45% | 0.69% | 0.83% | Q4 2020 | Q2 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.17% | 0.24% | 0.29% | Q3 2020 | Q1 2021 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.03% | 0.14% | 0.36% | Q3 2021 | Q3 2022 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Canvas Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.16% | 0.30% | Q1 2022 | Q3 2022 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 3 |
O'Neil Global Advisors, Inc. | 2 | 1 | 0.20% | 0.80% | 1.98% | Q2 2021 | Q1 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.21% | 0.35% | Q4 2021 | Q1 2023 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q2 2021 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Heirloom Wealth Management | 3 | 3 | 1.60% | 2.15% | 2.65% | Q4 2021 | Q2 2022 | 3 |
Assenagon Asset Management S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.16% | 0.21% | 0.27% | Q4 2020 | Q1 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Tredje AP-fonden | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Russell Clark Investment Management Ltd | 3 | 3 | 0.86% | 1.07% | 1.43% | Q3 2020 | Q1 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
G2 Investment Partners Management LLC | 3 | 3 | 0.07% | 0.57% | 1.26% | Q1 2020 | Q3 2020 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 0.01% | 0.70% | 1.68% | Q4 2019 | Q3 2020 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 0.26% | 0.52% | 0.68% | Q2 2021 | Q4 2021 | 3 |
Interval Partners, LP | 1 | 1 | 0.10% | 0.25% | 0.42% | Q4 2021 | Q3 2022 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.46% | 0.60% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.20% | 0.21% | 0.24% | Q1 2021 | Q3 2021 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Blackstone Inc. | 2 | 1 | 0.01% | 0.12% | 0.19% | Q3 2019 | Q3 2020 | 3 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.46% | 1.59% | 2.22% | Q1 2020 | Q4 2021 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.13% | 0.20% | Q2 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q2 2023 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DAVIS-REA LTD. | 2 | 1 | 0.94% | 1.27% | 1.84% | Q2 2022 | Q1 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q4 2019 | Q2 2020 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.12% | 0.34% | 0.77% | Q1 2022 | Q2 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
BP PLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.21% | 0.31% | 0.47% | Q4 2020 | Q2 2021 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Park West Asset Management LLC | 3 | 3 | 0.30% | 0.41% | 0.50% | Q4 2020 | Q2 2021 | 3 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q4 2022 | 3 |
AdvisorShares Investments LLC | 3 | 3 | 0.14% | 0.23% | 0.29% | Q3 2021 | Q1 2022 | 3 |
State of Alaska, Department of Revenue | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.16% | 0.31% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.13% | 0.60% | 1.08% | Q2 2021 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 3 |
Teza Capital Management LLC | 1 | 1 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q2 2023 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Telemark Asset Management, LLC | 3 | 3 | 0.47% | 0.85% | 1.22% | Q2 2021 | Q4 2021 | 3 |
Black Swift Group, LLC | 2 | 1 | 0.19% | 0.30% | 0.47% | Q1 2020 | Q4 2021 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BAXTER BROS INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VIRIDIAN RIA, LLC | 2 | 1 | 0.57% | 0.62% | 0.65% | Q2 2021 | Q1 2022 | 3 |
TSFG, LLC | 3 | 3 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.01% | 0.32% | 0.94% | Q4 2020 | Q1 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Brookfield Asset Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Mass Ave Global Inc. | 2 | 2 | 0.43% | 1.07% | 1.71% | Q2 2022 | Q3 2022 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q3 2020 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alkeon Capital Management | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.19% | 0.31% | 0.44% | Q2 2022 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
AGF Investments LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Brookfield BHS Advisors LLC | 2 | 2 | 0.31% | 1.51% | 2.70% | Q4 2019 | Q1 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q1 2021 | 2 |
Atreides Management, LP | 2 | 2 | 0.68% | 0.75% | 0.82% | Q3 2020 | Q4 2020 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Veritable, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Accel Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.32% | 0.36% | 0.40% | Q2 2023 | Q3 2023 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.97% | 1.01% | 1.05% | Q4 2020 | Q1 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.21% | 0.30% | 0.38% | Q4 2022 | Q2 2023 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.90% | 0.93% | 0.96% | Q3 2020 | Q4 2020 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Truxt Investmentos Ltda. | 2 | 2 | 1.66% | 2.11% | 2.56% | Q2 2021 | Q3 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 0.09% | 0.39% | 0.69% | Q1 2021 | Q3 2021 | 2 |
Bullseye Asset Management LLC | 2 | 2 | 0.75% | 0.76% | 0.77% | Q2 2020 | Q3 2020 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
AO Asset Management, LP | 2 | 2 | 0.92% | 0.98% | 1.04% | Q2 2021 | Q3 2021 | 2 |
State of Wyoming | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
EFG Asset Management (North America) Corp. | 2 | 2 | 0.53% | 0.64% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Alta Advisers Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
STRYCKER VIEW CAPITAL LLC | 2 | 2 | 6.78% | 6.83% | 6.88% | Q3 2019 | Q4 2019 | 2 |
AlpInvest Partners B.V. | 1 | 1 | 2.96% | 3.12% | 3.28% | Q4 2020 | Q3 2021 | 2 |
DCVC Opportunity Fund II GP, LLC | 2 | 2 | 0.28% | 0.32% | 0.35% | Q2 2022 | Q3 2022 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 2 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 2 |
Junson Asset Management (Hong Kong) Ltd | 2 | 2 | 2.08% | 2.79% | 3.49% | Q4 2020 | Q1 2021 | 2 |
Proem Advisors LLC | 2 | 2 | 4.85% | 6.18% | 7.50% | Q2 2022 | Q3 2022 | 2 |
Astrantus Ltd | 2 | 2 | 0.57% | 0.62% | 0.66% | Q4 2021 | Q1 2022 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Longitude (Cayman) Ltd. | 1 | 1 | 1.04% | 1.46% | 1.88% | Q1 2021 | Q4 2022 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 2 |
Perpetual Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Alphabet Inc. | 2 | 2 | 0.91% | 1.30% | 1.68% | Q3 2019 | Q4 2019 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
WP Advisors, LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q3 2020 | Q4 2020 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Gainplan LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q2 2020 | Q1 2023 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.52% | 0.66% | 0.79% | Q3 2021 | Q4 2021 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q4 2020 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.31% | 0.49% | 0.67% | Q3 2020 | Q4 2021 | 2 |
Rovida Advisors Inc. | 2 | 2 | 1.41% | 1.74% | 2.08% | Q3 2021 | Q4 2021 | 2 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.47% | 0.60% | 0.73% | Q4 2021 | Q1 2022 | 2 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.27% | 2.96% | 4.65% | Q1 2021 | Q2 2022 | 2 |
Data Collective II GP, LLC | 2 | 2 | 2.37% | 5.21% | 8.04% | Q2 2022 | Q3 2022 | 2 |
Capital International Investors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q3 2021 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.00% | 0.06% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Parian Global Management LP | 1 | 1 | 0.14% | 0.45% | 0.76% | Q1 2020 | Q4 2020 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 0.87% | 3.32% | 5.77% | Q4 2019 | Q1 2020 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.17% | 0.28% | 0.39% | Q4 2020 | Q2 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Invictus RG | 1 | 1 | 0.43% | 1.45% | 2.47% | Q1 2020 | Q4 2020 | 2 |
Matrix Capital Management Company, LP | 1 | 1 | 0.17% | 0.22% | 0.27% | Q3 2020 | Q3 2022 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 2.23% | 2.58% | 2.93% | Q4 2019 | Q2 2020 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 0.75% | 1.19% | 1.62% | Q3 2021 | Q4 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
CenterBook Partners LP | 1 | 1 | 0.07% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 2 |
Cipher Capital LP | 2 | 2 | 0.20% | 0.28% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.02% | 0.18% | 0.34% | Q4 2022 | Q1 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BERRY GROUP, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
LOUNTZIS ASSET MANAGEMENT, LLC | 2 | 2 | 0.49% | 0.75% | 1.01% | Q2 2023 | Q3 2023 | 2 |
World Asset Management Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q4 2022 | Q1 2023 | 2 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.29% | 0.49% | Q4 2021 | Q3 2023 | 2 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.48% | 1.03% | 1.58% | Q1 2021 | Q3 2021 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Versor Investments LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Pacific Wealth Strategies Group, Inc. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Hel Ved Capital Management Ltd | 1 | 1 | 0.17% | 1.75% | 3.32% | Q1 2023 | Q3 2023 | 2 |
CX Institutional | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.14% | 0.22% | 0.30% | Q2 2020 | Q2 2021 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Green Alpha Advisors, LLC | 2 | 2 | 0.32% | 0.52% | 0.72% | Q3 2023 | Q4 2023 | 2 |
HARBER ASSET MANAGEMENT LLC | 2 | 2 | 1.43% | 2.14% | 2.86% | Q1 2023 | Q2 2023 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2021 | Q3 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Calixto Global Investors, LP | 1 | 1 | 4.00% | 4.00% | 4.00% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
StepStone Group LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2021 | Q3 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Carmignac Gestion | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2019 | Q3 2019 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Capital Advantage, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Tenere Capital LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2021 | Q4 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
Totem Point Management, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Pelham Capital Ltd. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2019 | Q3 2019 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
ClearBridge Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Granahan Investment Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ING GROEP NV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 11.55% | 11.55% | 11.55% | Q3 2021 | Q3 2021 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apertura Capital, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DEPRINCE RACE & ZOLLO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
William Allan Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q3 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Newton One Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Research Global Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Numerai GP LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2019 | Q3 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Baker Chad R | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 19.28% | 19.28% | 19.28% | Q3 2020 | Q3 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1623 Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Nokota Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Shellback Capital, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2021 | Q3 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Islet Management, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2021 | Q3 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Jeneq Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Venrock Partners Management V, LLC | 1 | 1 | 95.00% | 95.00% | 95.00% | Q2 2020 | Q2 2020 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SANDER CAPITAL ADVISORS INC | 1 | 1 | 5.95% | 5.95% | 5.95% | Q4 2021 | Q4 2021 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2020 | Q4 2020 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ALLEN OPERATIONS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2021 | Q3 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2021 | Q1 2021 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2020 | Q4 2020 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Monaco Asset Management SAM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2020 | Q2 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2019 | Q3 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 4.01% | 4.01% | 4.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own CLOUDFLARE INC or have owned CLOUDFLARE INC in the past.