Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.18% | 1.13% | Q2 2019 | Q3 2023 | 54 |
Citadel Advisors | 18 | 18 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.05% | 0.20% | Q2 2019 | Q3 2023 | 54 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 47 |
PEAK6 Investments LLC | 17 | 17 | 0.00% | 0.22% | 1.30% | Q3 2019 | Q3 2023 | 47 |
UBS Group AG | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 47 |
D. E. Shaw & Co., Inc. | 17 | 17 | 0.00% | 0.11% | 0.47% | Q3 2019 | Q3 2023 | 47 |
Parallax Volatility Advisers, L.P. | 15 | 2 | 0.00% | 0.06% | 0.30% | Q2 2019 | Q3 2023 | 46 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.28% | 0.96% | Q3 2019 | Q3 2023 | 46 |
MILLENNIUM MANAGEMENT LLC | 18 | 18 | 0.00% | 0.03% | 0.15% | Q2 2019 | Q3 2023 | 44 |
TWO SIGMA SECURITIES, LLC | 16 | 16 | 0.00% | 0.10% | 0.34% | Q4 2019 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 42 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 39 |
HAP Trading, LLC | 17 | 17 | 0.00% | 0.05% | 0.48% | Q3 2019 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 17 | 17 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 37 |
Squarepoint Ops LLC | 15 | 1 | 0.00% | 0.08% | 0.42% | Q3 2019 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 37 |
Centiva Capital, LP | 12 | 12 | 0.00% | 0.08% | 0.26% | Q4 2020 | Q3 2023 | 33 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 13 | 0.02% | 0.11% | 0.37% | Q3 2020 | Q3 2023 | 31 |
NOMURA HOLDINGS INC | 15 | 15 | 0.00% | 0.13% | 0.72% | Q4 2019 | Q2 2023 | 31 |
Cubist Systematic Strategies, LLC | 18 | 18 | 0.00% | 0.09% | 0.26% | Q2 2019 | Q3 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 9 | 5 | 0.02% | 0.17% | 0.93% | Q1 2020 | Q3 2023 | 30 |
XR Securities LLC | 13 | 1 | 0.00% | 0.09% | 0.42% | Q1 2020 | Q3 2023 | 30 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 30 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 30 |
Jefferies Group LLC | 8 | 2 | 0.00% | 0.13% | 0.65% | Q3 2019 | Q3 2022 | 29 |
CAAS CAPITAL MANAGEMENT LP | 12 | 1 | 0.01% | 0.94% | 4.94% | Q2 2020 | Q3 2023 | 29 |
Twin Tree Management, LP | 14 | 14 | 0.00% | 0.11% | 0.52% | Q2 2020 | Q3 2023 | 28 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 25 |
Avestar Capital, LLC | 9 | 2 | 0.04% | 0.26% | 1.74% | Q4 2019 | Q3 2023 | 25 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.07% | 0.24% | Q2 2019 | Q3 2023 | 25 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 24 |
Creative Planning | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 16 | 1 | 0.00% | 0.07% | 0.56% | Q2 2019 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 23 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.07% | 0.29% | Q2 2019 | Q3 2023 | 23 |
Mizuho Markets Cayman LP | 8 | 2 | 0.01% | 1.05% | 5.25% | Q1 2021 | Q3 2023 | 23 |
Royal Fund Management, LLC | 13 | 4 | 0.00% | 0.30% | 0.81% | Q2 2019 | Q3 2023 | 23 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 17 | 17 | 0.06% | 2.30% | 6.71% | Q3 2019 | Q3 2023 | 22 |
Oak Grove Capital LLC | 15 | 15 | 0.00% | 2.76% | 6.60% | Q1 2020 | Q3 2023 | 21 |
Walleye Capital LLC | 6 | 3 | 0.01% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 21 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 21 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 21 |
Paloma Partners Management Co | 11 | 1 | 0.01% | 0.08% | 0.33% | Q2 2019 | Q2 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q1 2023 | 20 |
DEUTSCHE BANK AG\ | 15 | 2 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 19 |
MUFG Securities EMEA plc | 11 | 1 | 0.00% | 0.47% | 3.12% | Q3 2020 | Q3 2023 | 19 |
BAMCO INC /NY/ | 18 | 18 | 0.01% | 0.18% | 0.31% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Simplify Asset Management Inc. | 10 | 10 | 0.02% | 0.09% | 0.24% | Q4 2020 | Q1 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.00% | 0.22% | 0.42% | Q4 2019 | Q3 2023 | 18 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.24% | 0.75% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
SteelPeak Wealth, LLC | 14 | 14 | 0.00% | 0.25% | 0.54% | Q2 2020 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 15 | 1 | 0.00% | 0.11% | 0.51% | Q3 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
PRIMECAP MANAGEMENT CO/CA/ | 18 | 18 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Highlander Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.00% | 0.04% | 0.25% | Q2 2019 | Q3 2023 | 18 |
NATIXIS | 14 | 14 | 0.00% | 0.12% | 0.56% | Q2 2020 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.01% | 0.35% | 0.68% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
BRANDYWINE MANAGERS, LLC | 18 | 18 | 0.08% | 5.10% | 15.06% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.02% | 0.50% | 0.93% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Avalon Global Asset Management LLC | 16 | 16 | 0.92% | 3.93% | 7.23% | Q4 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
TIGER GLOBAL MANAGEMENT LLC | 18 | 18 | 0.07% | 2.53% | 9.26% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
GILDER GAGNON HOWE & CO LLC | 18 | 18 | 0.05% | 0.33% | 0.71% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 15 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 18 |
IMA Wealth, Inc. | 18 | 18 | 0.00% | 0.93% | 1.78% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 16 | 1 | 0.00% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 17 |
Weiss Multi-Strategy Advisers LLC | 17 | 17 | 0.01% | 0.23% | 0.63% | Q2 2019 | Q2 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 17 | 17 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 13 | 1 | 0.00% | 0.19% | 0.35% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.13% | 0.22% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
EULAV Asset Management | 17 | 17 | 0.20% | 0.37% | 0.57% | Q3 2019 | Q3 2023 | 17 |
FRED ALGER MANAGEMENT, LLC | 16 | 1 | 0.01% | 0.32% | 1.02% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.10% | 0.39% | Q3 2019 | Q3 2023 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 13 | 1 | 0.00% | 0.07% | 0.60% | Q4 2019 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Man Group plc | 15 | 15 | 0.00% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 17 |
GEODE CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 17 | 17 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
AllSquare Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
PUTNAM INVESTMENTS LLC | 15 | 2 | 0.00% | 0.05% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.00% | 0.14% | 0.45% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 16 | 16 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 17 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 14 | 2 | 0.11% | 0.56% | 0.87% | Q3 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Sepio Capital, LP | 16 | 16 | 0.06% | 0.12% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 16 |
Malaga Cove Capital, LLC | 16 | 16 | 0.86% | 1.82% | 2.62% | Q4 2019 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 16 |
SEI INVESTMENTS CO | 16 | 16 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TCW GROUP INC | 15 | 1 | 0.04% | 0.65% | 1.55% | Q2 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 15 | 1 | 0.02% | 0.09% | 0.32% | Q3 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 16 |
ETF MANAGERS GROUP, LLC | 16 | 16 | 0.45% | 1.26% | 2.65% | Q2 2019 | Q1 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2023 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 1 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 16 |
STRS OHIO | 16 | 16 | 0.00% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
abrdn plc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.00% | 0.18% | 0.41% | Q4 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 16 | 16 | 0.00% | 0.15% | 0.44% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT HOUSE LLC | 16 | 16 | 0.02% | 0.43% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 15 | 1 | 0.00% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 16 |
Jasper Ridge Partners, L.P. | 16 | 16 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Engineers Gate Manager LP | 16 | 16 | 0.02% | 0.20% | 0.52% | Q4 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 16 | 16 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 15 | 15 | 0.50% | 1.06% | 1.62% | Q1 2020 | Q3 2023 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.06% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 15 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 15 | 15 | 0.23% | 0.65% | 1.33% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
Caprock Group, LLC | 15 | 15 | 0.02% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Catalyst Capital Advisors LLC | 13 | 2 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Dana Investment Advisors, Inc. | 8 | 7 | 0.01% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q4 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 15 |
Chevy Chase Trust Holdings, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Eventide Asset Management | 15 | 15 | 1.23% | 2.07% | 3.26% | Q1 2020 | Q3 2023 | 15 |
EMERALD ADVISERS, LLC | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 15 | 0.00% | 0.21% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.07% | 0.44% | Q2 2019 | Q2 2023 | 15 |
Renaissance Technologies | 15 | 15 | 0.03% | 0.28% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 15 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 15 | 15 | 0.00% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Capital, Inc. | 15 | 15 | 0.04% | 0.16% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Capital Research Global Investors | 14 | 1 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q2 2023 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 1.08% | 1.69% | 2.37% | Q1 2020 | Q3 2023 | 15 |
First Washington CORP | 15 | 15 | 0.45% | 1.36% | 2.39% | Q1 2020 | Q3 2023 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Isomer Partners LP | 15 | 15 | 3.08% | 8.33% | 14.90% | Q1 2020 | Q3 2023 | 15 |
Coatue Management | 15 | 15 | 0.03% | 1.61% | 3.91% | Q1 2020 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.08% | 0.46% | Q2 2019 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.01% | 0.04% | 0.21% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 14 | 1 | 0.09% | 2.19% | 3.31% | Q4 2019 | Q3 2023 | 15 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.58% | 1.92% | Q2 2019 | Q3 2022 | 15 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.01% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 15 | 15 | 0.02% | 0.56% | 1.03% | Q1 2020 | Q3 2023 | 15 |
DekaBank Deutsche Girozentrale | 14 | 1 | 0.00% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Circle Wealth Management, LLC | 15 | 15 | 0.07% | 0.52% | 0.83% | Q1 2020 | Q3 2023 | 15 |
TimesSquare Capital Management, LLC | 15 | 15 | 0.50% | 1.17% | 1.57% | Q1 2020 | Q3 2023 | 15 |
Banco Santander, S.A. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 15 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
RWA WEALTH PARTNERS, LLC | 15 | 15 | 0.02% | 0.11% | 0.19% | Q4 2019 | Q2 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.00% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 13 | 2 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.01% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
NVWM, LLC | 15 | 15 | 0.00% | 0.30% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 2 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 15 | 15 | 0.02% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Seven Post Investment Office LP | 9 | 9 | 0.11% | 1.04% | 2.64% | Q3 2021 | Q3 2023 | 15 |
Gerber Kawasaki Wealth & Investment Management | 15 | 15 | 0.13% | 0.31% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Zweig-DiMenna Associates LLC | 11 | 1 | 0.31% | 0.78% | 1.48% | Q2 2019 | Q3 2023 | 15 |
Whale Rock Capital Management | 15 | 15 | 0.26% | 2.91% | 5.29% | Q2 2019 | Q4 2022 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Cerity Partners LLC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Summit Trail Advisors, LLC | 14 | 1 | 0.12% | 0.46% | 1.23% | Q4 2019 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Institutional Venture Management XVI, LLC | 15 | 15 | 5.42% | 24.88% | 55.01% | Q4 2019 | Q2 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.06% | 0.24% | Q2 2019 | Q3 2023 | 15 |
JENNISON ASSOCIATES LLC | 15 | 15 | 0.16% | 0.96% | 1.59% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.08% | 0.43% | 1.80% | Q1 2020 | Q3 2023 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 12 | 2 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.02% | 0.13% | 0.27% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.00% | 0.05% | 0.17% | Q3 2020 | Q4 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.02% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Alta Park Capital, LP | 14 | 14 | 0.90% | 2.36% | 5.70% | Q1 2020 | Q2 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.10% | 0.24% | Q3 2019 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Values First Advisors, Inc. | 14 | 14 | 0.27% | 0.49% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Carolina Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
L & S Advisors Inc | 14 | 14 | 0.17% | 0.31% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 14 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 14 | 14 | 0.12% | 0.70% | 1.30% | Q2 2020 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.00% | 0.10% | 0.30% | Q2 2020 | Q3 2023 | 14 |
NewSquare Capital LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CREDIT AGRICOLE S A | 12 | 1 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BERKSHIRE CAPITAL HOLDINGS INC | 14 | 14 | 0.00% | 2.51% | 5.53% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.00% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.40% | 1.29% | Q2 2020 | Q3 2023 | 14 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.09% | 0.15% | Q2 2019 | Q3 2022 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.01% | 0.14% | 0.39% | Q2 2020 | Q3 2023 | 14 |
HoyleCohen, LLC | 14 | 14 | 0.04% | 0.13% | 0.27% | Q2 2020 | Q3 2023 | 14 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.25% | 0.55% | Q1 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PIER 88 INVESTMENT PARTNERS LLC | 14 | 14 | 0.03% | 0.26% | 0.78% | Q2 2020 | Q3 2023 | 14 |
MOORE CAPITAL MANAGEMENT, LP | 10 | 1 | 0.06% | 0.69% | 2.14% | Q2 2019 | Q2 2023 | 14 |
APG Asset Management N.V. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 12 | 2 | 0.01% | 0.66% | 1.30% | Q1 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
LORD, ABBETT & CO. LLC | 11 | 1 | 0.02% | 0.26% | 0.62% | Q2 2019 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Harvest Fund Management Co., Ltd | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 14 | 0.30% | 0.49% | 0.62% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 14 | 0.02% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.05% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q2 2023 | 14 |
HOEY INVESTMENTS, INC | 13 | 13 | 0.00% | 0.15% | 0.72% | Q3 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
COMERICA BANK | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 14 | 14 | 0.00% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.03% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SlateStone Wealth, LLC | 11 | 3 | 0.06% | 0.78% | 1.72% | Q1 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CROSSLINK CAPITAL INC | 14 | 14 | 2.14% | 4.76% | 7.43% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Adalta Capital Management LLC | 14 | 14 | 0.08% | 0.21% | 0.34% | Q3 2019 | Q4 2022 | 14 |
Xcel Wealth Management, LLC | 14 | 14 | 0.13% | 0.40% | 0.57% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 1.05% | 1.87% | 4.20% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.09% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
DF DENT & CO INC | 13 | 13 | 0.09% | 1.06% | 1.39% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
SCGE MANAGEMENT, L.P. | 13 | 13 | 0.87% | 3.60% | 8.18% | Q1 2020 | Q1 2023 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
AQR Capital Management | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BAILARD, INC. | 13 | 13 | 0.04% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Trexquant Investment LP | 8 | 1 | 0.02% | 0.33% | 1.11% | Q4 2019 | Q3 2023 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Halpern Financial, Inc. | 13 | 13 | 0.08% | 0.38% | 0.80% | Q3 2020 | Q3 2023 | 13 |
ProShare Advisors LLC | 13 | 13 | 0.00% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 13 |
Retirement Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sheaff Brock Investment Advisors, LLC | 13 | 13 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 10 | 1 | 0.02% | 0.18% | 0.46% | Q4 2019 | Q3 2023 | 13 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COMMERCE BANK | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ALPS ADVISORS INC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
GLYNN CAPITAL MANAGEMENT LLC | 13 | 13 | 2.61% | 6.38% | 8.05% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Paragon Advisors, LLC | 8 | 4 | 0.09% | 0.57% | 1.18% | Q2 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 13 |
AXA S.A. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Evanson Asset Management, LLC | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 13 |
ClariVest Asset Management LLC | 13 | 13 | 0.00% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Realta Investment Advisors | 13 | 13 | 0.07% | 0.18% | 0.30% | Q3 2020 | Q3 2023 | 13 |
EQUITABLE TRUST CO | 13 | 13 | 0.03% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Fort Sheridan Advisors LLC | 13 | 13 | 0.30% | 0.50% | 0.83% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q2 2023 | 13 |
WHITTIER TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
CIGNA INVESTMENTS INC /NEW | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.33% | 0.56% | 0.71% | Q3 2020 | Q3 2023 | 13 |
Hitchwood Capital Management LP | 12 | 1 | 0.05% | 1.64% | 3.42% | Q2 2019 | Q4 2022 | 13 |
RMB Capital Management, LLC | 13 | 13 | 0.02% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Penserra Capital Management LLC | 13 | 13 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Teamwork Financial Advisors, LLC | 13 | 13 | 0.07% | 0.16% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.37% | 0.54% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Canton Hathaway, LLC | 11 | 2 | 0.01% | 0.10% | 0.24% | Q1 2020 | Q3 2023 | 13 |
Motley Fool Asset Management LLC | 11 | 2 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Mount Yale Investment Advisors, LLC | 11 | 2 | 0.11% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.01% | 0.04% | 0.24% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Independent Advisor Alliance | 10 | 3 | 0.02% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 1 | 0.01% | 0.06% | 0.21% | Q4 2019 | Q1 2023 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 0.20% | 0.40% | 0.51% | Q3 2020 | Q3 2023 | 13 |
GABELLI FUNDS LLC | 13 | 13 | 0.02% | 0.13% | 0.19% | Q3 2020 | Q3 2023 | 13 |
NORTHSTAR ASSET MANAGEMENT LLC | 13 | 13 | 0.07% | 0.49% | 0.76% | Q3 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 12 | 1 | 0.01% | 0.12% | 0.19% | Q2 2019 | Q3 2022 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.03% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 13 | 0.02% | 0.26% | 0.44% | Q3 2020 | Q3 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Pacific Wealth Strategies Group, Inc. | 13 | 13 | 0.99% | 1.44% | 1.76% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 11 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Dai-ichi Life Insurance Company, Ltd | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Northeast Financial Consultants Inc | 10 | 3 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Hills Bank & Trust Co | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 3 | 0.04% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 12 |
USS Investment Management Ltd | 12 | 12 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Artemis Investment Management LLP | 11 | 1 | 0.01% | 0.23% | 0.42% | Q2 2019 | Q3 2022 | 12 |
Altimeter Capital Management | 12 | 12 | 0.03% | 1.15% | 2.25% | Q2 2019 | Q1 2022 | 12 |
SUMITOMO LIFE INSURANCE CO | 12 | 12 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Menard Financial Group LLC | 9 | 3 | 0.30% | 0.39% | 0.49% | Q3 2020 | Q3 2023 | 12 |
Achmea Investment Management B.V. | 11 | 1 | 0.05% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 4 | 2 | 0.02% | 0.21% | 0.48% | Q2 2019 | Q2 2023 | 12 |
Compagnie Lombard Odier SCmA | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 6 | 3 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Mizuho Securities Co. Ltd. | 12 | 12 | 0.00% | 0.84% | 4.92% | Q4 2020 | Q3 2023 | 12 |
FCF Advisors LLC | 12 | 12 | 0.15% | 0.41% | 0.86% | Q1 2021 | Q4 2023 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 1 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.02% | 0.32% | 0.44% | Q3 2020 | Q3 2023 | 12 |
Allworth Financial LP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q2 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 12 | 12 | 0.02% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Verdence Capital Advisors LLC | 9 | 3 | 0.05% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 12 |
PROFUND ADVISORS LLC | 12 | 12 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MEANS INVESTMENT CO., INC. | 9 | 3 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Zions Bancorporation, N.A. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
ARK Investment Management | 8 | 4 | 0.00% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.26% | 0.40% | 0.57% | Q4 2020 | Q3 2023 | 12 |
SANDLER CAPITAL MANAGEMENT | 7 | 2 | 0.47% | 1.28% | 3.05% | Q1 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Fernwood Investment Management, LLC | 12 | 12 | 0.32% | 0.47% | 0.57% | Q4 2020 | Q3 2023 | 12 |
DOHENY ASSET MANAGEMENT /CA | 8 | 1 | 0.28% | 0.55% | 0.91% | Q2 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.27% | 1.28% | 3.25% | Q4 2020 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Handelsbanken Fonder AB | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.45% | 0.76% | 1.03% | Q4 2020 | Q3 2023 | 12 |
MONETARY MANAGEMENT GROUP INC | 9 | 3 | 0.01% | 0.14% | 0.51% | Q2 2020 | Q3 2023 | 12 |
National Pension Service | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 3 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 12 |
Avior Wealth Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Schwab Charitable Fund | 9 | 3 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.29% | 0.50% | 0.75% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GAMCO INVESTORS, INC. ET AL | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MYDA Advisors LLC | 7 | 1 | 0.23% | 0.58% | 1.57% | Q2 2019 | Q3 2023 | 12 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.22% | 1.04% | Q2 2019 | Q1 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sturgeon Ventures LLP | 12 | 12 | 2.25% | 3.01% | 3.59% | Q1 2020 | Q4 2022 | 12 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Vigilare Wealth Management | 12 | 12 | 0.15% | 0.46% | 0.78% | Q4 2019 | Q3 2022 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.02% | 0.20% | 0.71% | Q3 2020 | Q3 2023 | 12 |
Nicholas Investment Partners, LP | 12 | 12 | 0.06% | 0.46% | 0.65% | Q1 2020 | Q4 2022 | 12 |
LA FINANCIERE DE L'ECHIQUIER | 12 | 12 | 0.90% | 1.59% | 2.10% | Q4 2020 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 7 | 1 | 0.19% | 0.88% | 1.66% | Q1 2020 | Q2 2023 | 12 |
NORTH STAR ASSET MANAGEMENT INC | 12 | 12 | 0.18% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.05% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.01% | 0.22% | 2.16% | Q4 2020 | Q3 2023 | 12 |
Donoghue Forlines LLC | 12 | 12 | 0.09% | 0.26% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Alphabet Inc. | 8 | 4 | 0.14% | 3.25% | 13.80% | Q2 2019 | Q3 2023 | 12 |
Atria Investments, Inc | 5 | 3 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Claro Advisors LLC | 9 | 3 | 0.06% | 0.21% | 0.47% | Q3 2020 | Q3 2023 | 12 |
Altman Advisors, Inc. | 11 | 1 | 0.67% | 1.37% | 1.91% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Blue Fin Capital, Inc. | 12 | 12 | 0.30% | 0.60% | 0.85% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Meiji Yasuda Life Insurance Co | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.14% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.00% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 12 | 12 | 0.13% | 0.57% | 0.85% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.26% | 0.70% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Arthedge Capital Management, LLC | 12 | 12 | 9.70% | 13.31% | 17.94% | Q4 2020 | Q3 2023 | 12 |
CERTUITY, LLC | 7 | 3 | 0.01% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q4 2022 | 11 |
Parisi Gray Wealth Management | 9 | 2 | 0.11% | 0.18% | 0.22% | Q3 2020 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
ClearBridge Investments | 8 | 1 | 0.00% | 0.29% | 0.52% | Q2 2019 | Q3 2023 | 11 |
Surevest, LLC | 11 | 11 | 0.65% | 1.57% | 2.90% | Q1 2020 | Q3 2022 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.55% | 0.83% | 1.13% | Q4 2020 | Q3 2023 | 11 |
Draper Asset Management, LLC | 11 | 11 | 1.20% | 1.66% | 2.01% | Q4 2020 | Q2 2023 | 11 |
HILLMAN CO | 11 | 11 | 7.47% | 10.49% | 13.15% | Q1 2021 | Q3 2023 | 11 |
Qtron Investments LLC | 10 | 1 | 0.05% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 11 |
HOWE & RUSLING INC | 6 | 2 | 0.00% | 0.08% | 0.28% | Q3 2020 | Q3 2023 | 11 |
Matrix Capital Management Company, LP | 11 | 11 | 3.47% | 7.22% | 11.46% | Q1 2020 | Q3 2022 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CFM WEALTH PARTNERS LLC | 11 | 11 | 0.24% | 0.35% | 0.45% | Q1 2021 | Q3 2023 | 11 |
UBS OCONNOR LLC | 5 | 1 | 0.01% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.31% | 0.80% | 1.24% | Q1 2021 | Q3 2023 | 11 |
Versant Capital Management, Inc | 10 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2023 | 11 |
Intersect Capital LLC | 11 | 11 | 2.07% | 2.44% | 2.91% | Q4 2019 | Q2 2022 | 11 |
Argent Trust Co | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
FORTEM FINANCIAL GROUP, LLC | 8 | 3 | 0.08% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 7 | 4 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
SCOTIA CAPITAL INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
AtonRa Partners | 11 | 11 | 0.80% | 1.27% | 1.62% | Q1 2021 | Q3 2023 | 11 |
Diversified Trust Co | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 11 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.22% | Q3 2019 | Q4 2022 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Aristotle Atlantic Partners, LLC | 11 | 11 | 0.01% | 0.40% | 0.75% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 8 | 3 | 0.01% | 0.10% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Congress Park Capital LLC | 11 | 11 | 0.12% | 0.30% | 0.38% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2020 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 10 | 1 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q3 2023 | 11 |
WINTON GROUP Ltd | 5 | 1 | 0.02% | 0.07% | 0.27% | Q3 2020 | Q3 2023 | 11 |
NEVILLE RODIE & SHAW INC | 8 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2023 | 11 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.01% | 0.09% | 0.24% | Q4 2022 | Q3 2023 | 11 |
SCOUT INVESTMENTS, INC. | 8 | 1 | 0.13% | 0.95% | 1.92% | Q1 2020 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
EMERALD MUTUAL FUND ADVISERS TRUST | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 11 |
Athanor Capital, LP | 11 | 11 | 0.15% | 0.46% | 1.39% | Q2 2019 | Q4 2021 | 11 |
StoneX Group Inc. | 9 | 2 | 0.15% | 0.38% | 0.70% | Q4 2019 | Q3 2022 | 11 |
MEITAV INVESTMENT HOUSE LTD | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 11 |
Freestone Capital Holdings, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2022 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Korea Investment CORP | 9 | 2 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.01% | 0.29% | 0.71% | Q3 2021 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Gotham Asset Management, LLC | 7 | 4 | 0.01% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Lee Financial Co | 9 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IMS Capital Management | 10 | 1 | 0.13% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 7 | 1 | 0.02% | 0.14% | 0.50% | Q4 2019 | Q2 2023 | 11 |
Avondale Wealth Management | 11 | 11 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q1 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.19% | 0.79% | 1.28% | Q4 2020 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.02% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.01% | 0.04% | 0.29% | Q1 2020 | Q3 2023 | 11 |
AJ WEALTH STRATEGIES, LLC | 11 | 11 | 0.02% | 0.10% | 0.15% | Q2 2020 | Q4 2022 | 11 |
PICTON MAHONEY ASSET MANAGEMENT | 11 | 11 | 0.12% | 0.25% | 0.48% | Q1 2020 | Q3 2022 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Mutual Advisors, LLC | 10 | 1 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
Crossmark Global Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Charles-Lim Capital Ltd | 9 | 1 | 1.57% | 14.18% | 19.93% | Q1 2020 | Q4 2022 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 2 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Advisory Resource Group | 9 | 1 | 0.14% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 10 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.02% | 0.05% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Aevitas Wealth Management, Inc. | 10 | 10 | 0.46% | 1.18% | 1.53% | Q3 2020 | Q4 2022 | 10 |
TOWNSQUARE CAPITAL LLC | 6 | 4 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
SevenOneSeven Capital Management | 7 | 3 | 0.61% | 0.77% | 1.05% | Q1 2021 | Q3 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.02% | 0.17% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Personal Capital Advisors Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Melqart Asset Management (UK) Ltd | 9 | 1 | 0.19% | 0.71% | 1.55% | Q3 2020 | Q1 2023 | 10 |
Optimus Prime Fund Management Co., Ltd. | 6 | 1 | 0.50% | 0.78% | 1.21% | Q1 2020 | Q4 2022 | 10 |
Natixis Investment Managers International | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Waratah Capital Advisors Ltd. | 6 | 4 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
United Capital Management of KS, Inc. | 10 | 10 | 1.37% | 2.21% | 2.82% | Q4 2020 | Q1 2023 | 10 |
Capital Investment Counsel, Inc | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Ashburton (Jersey) Ltd | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Mirador Capital Partners LP | 8 | 1 | 0.06% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 7 | 3 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Harvest Investment Services, LLC | 9 | 1 | 0.54% | 1.18% | 1.92% | Q2 2020 | Q2 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Kore Private Wealth LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Sugarloaf Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.02% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.08% | 0.14% | 0.35% | Q4 2019 | Q1 2022 | 10 |
HBK Sorce Advisory LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.08% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Legacy Bridge, LLC | 10 | 10 | 0.25% | 0.60% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Privium Fund Management B.V. | 8 | 8 | 0.10% | 0.99% | 1.92% | Q4 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.01% | 0.04% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Financial Planning Group, LLC | 10 | 10 | 0.01% | 0.14% | 0.19% | Q2 2020 | Q3 2022 | 10 |
Capital Impact Advisors, LLC | 6 | 4 | 0.19% | 0.57% | 1.07% | Q2 2020 | Q4 2022 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Perennial Investment Advisors, LLC | 7 | 3 | 0.04% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 10 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.28% | 2.37% | 3.41% | Q2 2019 | Q1 2023 | 10 |
Board of Trustees of The Leland Stanford Junior University | 10 | 10 | 0.16% | 0.57% | 2.30% | Q2 2019 | Q3 2021 | 10 |
NORGES BANK | 10 | 10 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q4 2022 | 10 |
JACKSON SQUARE CAPITAL, LLC | 10 | 10 | 0.09% | 0.39% | 1.53% | Q2 2020 | Q3 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.15% | 0.36% | Q1 2020 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 9 | 1 | 0.04% | 0.21% | 0.40% | Q4 2020 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Employees Retirement System of Texas | 9 | 1 | 0.03% | 0.07% | 0.16% | Q2 2020 | Q1 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
ALLSTATE CORP | 9 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q4 2022 | 10 |
RPg Family Wealth Advisory, LLC | 8 | 2 | 0.01% | 0.28% | 0.53% | Q3 2020 | Q1 2023 | 10 |
RMR Wealth Builders | 5 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 10 |
BOSTON FAMILY OFFICE LLC | 8 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.19% | 0.53% | 0.86% | Q1 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.19% | 0.44% | Q3 2019 | Q4 2022 | 10 |
Founders Financial Alliance, LLC | 9 | 1 | 0.03% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Alight Capital Management LP | 6 | 4 | 0.48% | 1.53% | 3.94% | Q4 2019 | Q3 2022 | 10 |
Nikko Asset Management Americas, Inc. | 7 | 3 | 0.22% | 0.34% | 0.58% | Q3 2020 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Arden Trust Co | 9 | 9 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q4 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Cinctive Capital Management LP | 5 | 1 | 0.04% | 0.24% | 0.61% | Q4 2019 | Q3 2023 | 9 |
O'Shares Investment Advisers, LLC | 9 | 9 | 0.16% | 0.55% | 0.97% | Q1 2020 | Q1 2022 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 9 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 9 | 9 | 0.86% | 1.61% | 2.64% | Q3 2021 | Q3 2023 | 9 |
Strategy Capital | 9 | 9 | 4.15% | 9.31% | 12.56% | Q3 2021 | Q3 2023 | 9 |
Executive Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 9 |
BLUESTEIN R H & CO LLC | 9 | 9 | 0.01% | 0.05% | 0.18% | Q3 2020 | Q3 2022 | 9 |
SHELTON CAPITAL MANAGEMENT | 8 | 1 | 0.01% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Pentwater Capital Management LP | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2021 | 9 |
Regal Investment Advisors LLC | 6 | 1 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Beck Bode, LLC | 4 | 1 | 0.00% | 1.35% | 2.15% | Q3 2020 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 9 |
Manchester Capital Management LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 1 | 0.03% | 0.15% | 0.36% | Q4 2020 | Q1 2023 | 9 |
Rossmore Private Capital | 8 | 1 | 0.05% | 0.17% | 0.26% | Q4 2020 | Q1 2023 | 9 |
BOKF, NA | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Liberty Mutual Group Asset Management Inc. | 6 | 3 | 0.01% | 0.07% | 0.17% | Q4 2019 | Q1 2022 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.06% | 0.12% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Selective Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
IBM Retirement Fund | 8 | 1 | 0.04% | 0.13% | 0.56% | Q4 2019 | Q1 2022 | 9 |
RBF Capital, LLC | 6 | 3 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Louisiana State Employees Retirement System | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Austin Private Wealth, LLC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q3 2020 | Q2 2022 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.20% | 0.48% | 1.29% | Q4 2019 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 9 |
McClarren Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DFPG INVESTMENTS, LLC | 5 | 4 | 0.04% | 0.20% | 0.89% | Q3 2020 | Q3 2023 | 9 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q2 2022 | 9 |
Alaethes Wealth LLC | 9 | 9 | 0.00% | 0.57% | 0.84% | Q3 2021 | Q3 2023 | 9 |
Bard Financial Services, Inc. | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q2 2023 | 9 |
Marshall Wace North America L.P. | 5 | 4 | 0.01% | 0.13% | 0.41% | Q2 2019 | Q3 2021 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.02% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 4 | 0.00% | 0.02% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Artisan Partners Limited Partnership | 9 | 9 | 0.24% | 0.32% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Railway Pension Investments Ltd | 7 | 1 | 0.02% | 0.19% | 0.38% | Q4 2019 | Q3 2023 | 9 |
ICONIQ Capital, LLC | 9 | 9 | 0.11% | 0.31% | 0.60% | Q3 2019 | Q3 2021 | 9 |
CLOUGH CAPITAL PARTNERS L P | 7 | 2 | 0.28% | 0.87% | 1.48% | Q1 2020 | Q4 2022 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q2 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ethic Inc. | 8 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 3 | 0.04% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 9 | 9 | 0.13% | 0.18% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Insight Holdings Group, LLC | 6 | 3 | 0.03% | 0.21% | 0.41% | Q2 2021 | Q3 2023 | 9 |
Quadrature Capital Ltd | 4 | 2 | 0.05% | 0.77% | 2.23% | Q1 2020 | Q4 2022 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Pearl River Capital, LLC | 6 | 3 | 0.11% | 0.31% | 0.54% | Q1 2021 | Q3 2023 | 9 |
E Fund Management Co., Ltd. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 9 |
Coastline Trust Co | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2022 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.02% | 0.07% | 0.22% | Q3 2021 | Q3 2023 | 9 |
JCIC Asset Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Spouting Rock Asset Management, LLC | 3 | 1 | 0.21% | 0.37% | 0.72% | Q2 2020 | Q3 2023 | 9 |
Redpoint Investment Management Pty Ltd | 9 | 9 | 0.04% | 0.10% | 0.12% | Q3 2020 | Q3 2022 | 9 |
O'Dell Group, LLC | 7 | 2 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 9 |
Bollard Group LLC | 6 | 3 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Norinchukin Bank, The | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AO Asset Management, LP | 9 | 9 | 1.00% | 2.10% | 3.09% | Q2 2020 | Q2 2022 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.06% | 0.12% | 0.15% | Q4 2020 | Q4 2022 | 9 |
SpiderRock Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MARK ASSET MANAGEMENT LP | 9 | 9 | 0.29% | 1.33% | 2.09% | Q3 2019 | Q3 2021 | 9 |
Carnegie Capital Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Trinity Legacy Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q1 2022 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 4 | 0.01% | 0.30% | 0.60% | Q2 2020 | Q3 2023 | 9 |
Point72 Hong Kong Ltd | 4 | 1 | 0.02% | 0.13% | 0.35% | Q2 2019 | Q3 2022 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.11% | 0.21% | 0.41% | Q3 2021 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.17% | 0.24% | 0.31% | Q4 2020 | Q3 2022 | 8 |
NKCFO LLC | 4 | 2 | 0.05% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Octavia Wealth Advisors, LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 8 |
ACG Wealth | 6 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 8 |
Partners Group Holding AG | 6 | 1 | 0.02% | 0.41% | 2.31% | Q4 2019 | Q4 2022 | 8 |
SHEPHERD KAPLAN KROCHUK, LLC | 8 | 8 | 0.13% | 0.33% | 1.46% | Q2 2020 | Q1 2022 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.26% | 0.36% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.25% | 0.47% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.25% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
MetLife Investment Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 8 |
Pacer Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.11% | 0.27% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 7 | 1 | 0.04% | 0.46% | 1.46% | Q1 2020 | Q3 2023 | 8 |
MAI Capital Management | 6 | 1 | 0.00% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKETS CORP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Shay Capital LLC | 5 | 1 | 0.02% | 0.08% | 0.37% | Q1 2021 | Q1 2023 | 8 |
Siemens Fonds Invest GmbH | 5 | 3 | 0.02% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Teilinger Capital Ltd. | 4 | 4 | 0.00% | 1.48% | 2.72% | Q1 2022 | Q4 2022 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.09% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.08% | 0.24% | Q4 2021 | Q3 2023 | 8 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 8 | 0.00% | 0.21% | 0.32% | Q3 2021 | Q2 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 1 | 0.07% | 0.38% | 1.34% | Q3 2020 | Q3 2023 | 8 |
FIRST FOUNDATION ADVISORS | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.37% | 1.98% | 2.38% | Q4 2021 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.06% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.29% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.05% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Field & Main Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.10% | 0.30% | 0.58% | Q4 2021 | Q3 2023 | 8 |
FAIRFIELD, BUSH & CO. | 7 | 7 | 0.00% | 0.44% | 0.87% | Q1 2022 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 1 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 8 |
MAVERICK CAPITAL LTD | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Inspire Investing, LLC | 7 | 1 | 0.05% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 8 |
Moser Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
WESTWOOD MANAGEMENT CORP /IL/ | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Consolidated Planning Corp | 7 | 1 | 0.06% | 0.23% | 0.88% | Q3 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.09% | 0.30% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.29% | 0.64% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Phoenix Holdings Ltd. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Baldwin Investment Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.02% | 0.18% | 0.61% | Q2 2019 | Q2 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.00% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q2 2023 | 8 |
Rheos Capital Works Inc. | 8 | 8 | 0.25% | 0.44% | 0.62% | Q4 2020 | Q3 2022 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Atreides Management, LP | 3 | 2 | 1.33% | 3.07% | 5.87% | Q1 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.05% | 0.22% | Q4 2021 | Q3 2023 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.71% | 0.98% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Chiron Investment Management, LLC | 3 | 1 | 0.31% | 2.04% | 4.45% | Q2 2020 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.72% | 1.03% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.53% | 0.80% | 1.21% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
REGENTATLANTIC CAPITAL LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.48% | 0.63% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Aurora Investment Managers, LLC. | 7 | 1 | 0.98% | 1.37% | 2.10% | Q4 2020 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.20% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 5 | 1 | 0.00% | 0.07% | 0.21% | Q1 2020 | Q1 2022 | 8 |
HOLDERNESS INVESTMENTS CO | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2022 | 8 |
GENERAL ATLANTIC, L.P. | 4 | 4 | 0.03% | 1.64% | 6.92% | Q2 2019 | Q3 2022 | 8 |
Alpha DNA Investment Management LLC | 4 | 1 | 0.03% | 0.67% | 1.17% | Q4 2020 | Q1 2023 | 8 |
Sowa Financial Group, Inc. | 8 | 8 | 0.04% | 0.18% | 0.32% | Q2 2020 | Q1 2022 | 8 |
B & T Capital Management DBA Alpha Capital Management | 5 | 1 | 0.06% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 8 |
Once Capital Management, LLC | 8 | 8 | 4.02% | 5.21% | 6.29% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.03% | 0.18% | 0.33% | Q1 2021 | Q1 2023 | 8 |
First Bancorp, Inc /ME/ | 8 | 8 | 0.19% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 6 | 2 | 0.02% | 0.40% | 1.25% | Q1 2020 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
COHEN & STEERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American National Registered Investment Advisor, Inc. | 8 | 8 | 0.21% | 0.36% | 0.48% | Q2 2020 | Q1 2022 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.37% | 0.56% | 0.86% | Q1 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.16% | 0.29% | 0.39% | Q2 2020 | Q1 2022 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 1.01% | 1.54% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.13% | 0.25% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Oder Investment Management, LLC | 8 | 8 | 0.81% | 1.00% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Sawyer & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.16% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 7 |
Stanley-Laman Group, Ltd. | 4 | 3 | 0.07% | 1.11% | 1.51% | Q2 2021 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 5 | 2 | 0.04% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 7 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.33% | 1.20% | Q3 2019 | Q1 2023 | 7 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.15% | 0.33% | Q3 2020 | Q3 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.36% | 0.49% | 0.62% | Q1 2022 | Q3 2023 | 7 |
TFG Asset Management GP Ltd | 7 | 7 | 0.52% | 2.58% | 3.77% | Q1 2022 | Q3 2023 | 7 |
Fortress Wealth Group, LLC | 7 | 7 | 0.18% | 0.31% | 0.49% | Q1 2022 | Q3 2023 | 7 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.23% | 0.61% | Q2 2019 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.13% | 0.31% | 0.39% | Q3 2020 | Q1 2022 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 7 | 0.08% | 0.52% | 0.90% | Q1 2021 | Q3 2022 | 7 |
Redwood Investments, LLC | 6 | 1 | 0.02% | 0.14% | 0.31% | Q3 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Galvin, Gaustad & Stein, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 7 |
FORT PITT CAPITAL GROUP, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Caption Management, LLC | 2 | 2 | 0.02% | 0.13% | 0.42% | Q4 2019 | Q3 2022 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.05% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 7 |
Axiom Investment Management LLC | 6 | 1 | 0.45% | 1.02% | 1.55% | Q2 2020 | Q1 2022 | 7 |
PRIVATE ASSET MANAGEMENT INC | 7 | 7 | 0.07% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
black-and-white Capital LP | 4 | 4 | 0.82% | 2.43% | 4.98% | Q1 2020 | Q4 2020 | 7 |
NICHOLAS COMPANY, INC. | 7 | 7 | 0.73% | 0.93% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.02% | 0.13% | 0.52% | Q1 2021 | Q3 2023 | 7 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.14% | 0.71% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Castle Hook Partners LP | 4 | 1 | 0.05% | 1.07% | 1.92% | Q2 2019 | Q3 2021 | 7 |
DUALITY ADVISERS, LP | 4 | 1 | 0.08% | 0.23% | 0.45% | Q1 2021 | Q2 2023 | 7 |
Islet Management, LP | 5 | 5 | 0.39% | 0.71% | 0.97% | Q2 2019 | Q2 2020 | 7 |
Bridgewater Associates | 5 | 2 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CPWM, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 7 |
Strengthening Families & Communities, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 7 |
BRANDYWINE TRUST CO | 4 | 3 | 0.33% | 0.90% | 2.04% | Q4 2019 | Q3 2021 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.66% | 0.86% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Interval Partners, LP | 7 | 7 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q4 2022 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
OSSIAM | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.15% | 0.27% | 0.48% | Q1 2022 | Q3 2023 | 7 |
OneAscent Financial Services LLC | 3 | 1 | 0.06% | 0.15% | 0.31% | Q3 2020 | Q3 2023 | 7 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 7 | 7 | 0.18% | 0.83% | 1.94% | Q2 2020 | Q4 2021 | 7 |
Wellington Shields & Co., LLC | 7 | 7 | 0.06% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.06% | 0.31% | Q3 2020 | Q3 2023 | 7 |
PEREGRINE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.66% | 0.79% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Sculptor Capital LP | 3 | 1 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2022 | 7 |
Value Star Asset Management (Hong Kong) Ltd | 5 | 2 | 0.21% | 0.31% | 0.43% | Q4 2021 | Q3 2023 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.11% | 0.61% | 1.08% | Q1 2021 | Q3 2022 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7 | 7 | 0.01% | 0.11% | 0.16% | Q2 2021 | Q4 2022 | 7 |
PURSUE WEALTH PARTNERS LLC | 7 | 7 | 0.62% | 1.90% | 3.45% | Q1 2022 | Q3 2023 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
HAMILTON LANE ADVISORS LLC | 6 | 1 | 0.21% | 1.54% | 4.75% | Q4 2019 | Q3 2021 | 7 |
Liontrust Investment Partners LLP | 6 | 1 | 0.06% | 0.17% | 0.24% | Q4 2020 | Q4 2022 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.08% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Belmont Capital, LLC | 7 | 7 | 0.08% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 7 |
Aviance Capital Partners, LLC | 7 | 7 | 0.06% | 0.43% | 0.74% | Q1 2021 | Q3 2022 | 7 |
HERSHEY TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 7 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
FIL Ltd | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 7 |
Activest Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
GAM Holding AG | 7 | 7 | 0.38% | 0.55% | 0.82% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.30% | 0.55% | 0.96% | Q4 2021 | Q2 2023 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.08% | 0.29% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Morse Asset Management, Inc | 6 | 1 | 0.06% | 0.25% | 0.58% | Q3 2020 | Q2 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 7 |
State of Wyoming | 6 | 1 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q4 2022 | 7 |
KG&L Capital Management,LLC | 7 | 7 | 0.14% | 0.56% | 0.90% | Q3 2020 | Q1 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.09% | 0.20% | Q2 2021 | Q2 2023 | 7 |
INDEPENDENT INVESTORS INC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Ocean Capital Management, LLC | 7 | 7 | 0.17% | 0.39% | 0.62% | Q2 2021 | Q4 2022 | 7 |
Davidson Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Duquesne Family Office | 4 | 1 | 0.12% | 0.85% | 2.80% | Q3 2019 | Q3 2022 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 7 |
First Pacific Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Traynor Capital Management, Inc. | 5 | 5 | 0.00% | 0.25% | 0.68% | Q3 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 7 |
TWIN CAPITAL MANAGEMENT INC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q1 2023 | 7 |
Venture Visionary Partners LLC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Ascent Wealth Partners, LLC | 7 | 7 | 0.13% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
SQN Investors LP | 6 | 1 | 0.58% | 6.87% | 10.08% | Q3 2021 | Q2 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Octahedron Capital Management L.P. | 7 | 7 | 0.31% | 1.20% | 4.59% | Q1 2022 | Q3 2023 | 7 |
Stephens Investment Management Group LLC | 7 | 7 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 1 | 0.01% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 5 | 2 | 0.03% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Maytus Capital Management, LLC | 3 | 1 | 2.04% | 3.61% | 5.32% | Q4 2019 | Q1 2023 | 7 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.10% | 0.16% | Q1 2022 | Q2 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.04% | 0.17% | 0.42% | Q2 2020 | Q2 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.02% | 0.14% | 0.38% | Q4 2021 | Q1 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 2 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.19% | 0.50% | 1.17% | Q4 2021 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 6 |
Investment Research & Advisory Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Enlightenment Research, LLC | 5 | 1 | 0.67% | 1.01% | 1.66% | Q2 2020 | Q3 2022 | 6 |
FIRST MERCANTILE TRUST CO | 5 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.11% | 0.17% | 0.33% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Shepherd Financial Partners LLC | 5 | 1 | 0.04% | 0.10% | 0.22% | Q3 2021 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Pallas Capital Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
EXANE DERIVATIVES | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q2 2022 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.07% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Signature Wealth Management Partners, LLC | 3 | 3 | 0.19% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.02% | 0.32% | 0.48% | Q1 2020 | Q3 2022 | 6 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.14% | 0.20% | 0.28% | Q4 2020 | Q1 2022 | 6 |
BREAKLINE CAPITAL LLC | 4 | 1 | 0.80% | 1.00% | 1.19% | Q4 2019 | Q3 2021 | 6 |
Rathbones Group PLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 6 |
WARBURG PINCUS LLC | 4 | 2 | 6.76% | 42.13% | 67.17% | Q2 2019 | Q2 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.06% | 0.17% | Q4 2021 | Q1 2023 | 6 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 6 |
WEALTH ADVISORS, INC. | 4 | 4 | 0.02% | 0.29% | 0.69% | Q3 2020 | Q2 2021 | 6 |
PAX Financial Group, LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.20% | 0.29% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2020 | Q3 2021 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
JGP Wealth Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q1 2023 | 6 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2021 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Icon Wealth Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Jackson, Grant Investment Advisers, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
ING GROEP NV | 3 | 3 | 0.01% | 0.05% | 0.23% | Q3 2021 | Q3 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.08% | 0.26% | Q3 2020 | Q4 2021 | 6 |
World Asset Management Inc | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Quantinno Capital Management LP | 4 | 2 | 0.02% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 6 |
EFG Asset Management (North America) Corp. | 6 | 6 | 0.11% | 0.25% | 0.41% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.36% | 0.82% | Q1 2020 | Q1 2023 | 6 |
BLODGETT WEALTH ADVISORS, LLC | 3 | 3 | 0.22% | 0.32% | 0.56% | Q1 2022 | Q3 2023 | 6 |
HighPoint Advisor Group LLC | 4 | 1 | 0.14% | 0.18% | 0.20% | Q2 2020 | Q2 2022 | 6 |
COOKSON PEIRCE & CO INC | 3 | 1 | 0.02% | 0.19% | 0.74% | Q4 2020 | Q3 2023 | 6 |
Carmignac Gestion | 4 | 2 | 0.07% | 0.48% | 0.93% | Q2 2019 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.47% | 1.25% | 3.33% | Q3 2019 | Q2 2021 | 6 |
American Trust | 4 | 2 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.16% | 0.26% | 0.47% | Q4 2020 | Q3 2023 | 6 |
Silicon Valley Capital Partners | 4 | 2 | 0.00% | 0.06% | 0.19% | Q4 2020 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Insight Advisors, LLC/ PA | 5 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
First National Bank of South Miami | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
OneAscent Wealth Management LLC | 3 | 1 | 0.14% | 0.18% | 0.30% | Q4 2020 | Q3 2022 | 6 |
Lineweaver Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
TIGER MANAGEMENT L.L.C. | 3 | 1 | 0.17% | 0.32% | 0.45% | Q2 2020 | Q1 2022 | 6 |
NZS Capital, LLC | 4 | 2 | 0.11% | 0.35% | 0.66% | Q3 2021 | Q3 2023 | 6 |
Modus Advisors, LLC | 3 | 3 | 0.11% | 0.17% | 0.31% | Q1 2022 | Q4 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Harbour Capital Advisors, LLC | 5 | 1 | 0.16% | 0.22% | 0.28% | Q2 2020 | Q1 2022 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
CX Institutional | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 6 |
Rokos Capital Management LLP | 5 | 1 | 0.03% | 0.24% | 0.44% | Q1 2022 | Q3 2023 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Legal Advantage Investments, Inc. | 3 | 3 | 0.14% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.96% | 1.14% | 1.42% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.01% | 0.08% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 3 | 3 | 0.15% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 6 |
Frank, Rimerman Advisors LLC | 5 | 1 | 0.08% | 0.23% | 0.37% | Q1 2022 | Q3 2023 | 6 |
LeJeune Puetz Investment Counsel LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Alkeon Capital Management | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
AlpInvest Partners B.V. | 3 | 1 | 0.15% | 4.10% | 12.30% | Q4 2019 | Q3 2023 | 6 |
PFS Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.11% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.02% | 0.07% | 0.13% | Q4 2019 | Q1 2021 | 6 |
State of Alaska, Department of Revenue | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 6 |
CVA Family Office, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Weiss Asset Management LP | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SG3 Management, LLC | 4 | 4 | 0.01% | 0.11% | 0.45% | Q3 2020 | Q2 2021 | 6 |
Cordasco Financial Network | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Lynch Asset Management, Inc. | 6 | 6 | 0.79% | 1.46% | 2.07% | Q2 2022 | Q3 2023 | 6 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2022 | 6 |
Atika Capital Management LLC | 3 | 1 | 0.64% | 1.26% | 2.56% | Q2 2019 | Q3 2022 | 6 |
IAM Advisory, LLC | 6 | 6 | 0.17% | 0.34% | 0.46% | Q3 2021 | Q4 2022 | 6 |
BANK OF HAWAII | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.11% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Bienville Capital Management, LLC | 4 | 1 | 0.02% | 0.11% | 0.18% | Q2 2020 | Q1 2022 | 6 |
LSP Investment Advisors, LLC | 5 | 1 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 6 |
Mn Services Vermogensbeheer B.V. | 6 | 6 | 0.11% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Winch Advisory Services, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Delta Investment Management, LLC | 3 | 1 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 6 |
Centric Wealth Management | 6 | 6 | 0.39% | 0.49% | 0.60% | Q2 2021 | Q3 2022 | 6 |
Capital Investment Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2022 | 6 |
Triumph Capital Management | 3 | 3 | 0.16% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 6 |
Atom Investors LP | 3 | 1 | 0.09% | 0.42% | 0.93% | Q1 2020 | Q1 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.09% | 0.14% | 0.24% | Q2 2020 | Q2 2021 | 5 |
Newman Dignan & Sheerar, Inc. | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 5 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Melvin Capital Management LP | 3 | 1 | 0.14% | 0.71% | 1.25% | Q2 2019 | Q2 2021 | 5 |
Jericho Capital Asset Management L.P. | 3 | 2 | 1.21% | 3.57% | 6.82% | Q2 2019 | Q3 2020 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.08% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 1 | 0.33% | 1.28% | 3.09% | Q2 2019 | Q4 2020 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.16% | 0.20% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Concorde Asset Management, LLC | 4 | 1 | 0.24% | 0.38% | 0.71% | Q3 2020 | Q4 2021 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Crestline Management, LP | 2 | 1 | 0.17% | 0.28% | 0.38% | Q1 2022 | Q3 2023 | 5 |
Broderick Brian C | 5 | 5 | 0.06% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Capstone Financial Advisors, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Ferris Capital, LLC | 3 | 2 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q1 2022 | 5 |
Whetstone Capital Advisors, LLC | 4 | 1 | 1.80% | 2.70% | 3.68% | Q1 2021 | Q2 2022 | 5 |
Choate Investment Advisors | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.30% | 0.42% | 0.60% | Q3 2022 | Q3 2023 | 5 |
DSAM Partners (London) Ltd | 5 | 5 | 1.15% | 2.41% | 4.62% | Q2 2019 | Q2 2020 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q4 2021 | 5 |
Dorsal Capital Management, LP | 5 | 5 | 0.93% | 3.26% | 4.28% | Q1 2020 | Q1 2021 | 5 |
CTC LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Peregrine Asset Advisers, Inc. | 4 | 1 | 0.12% | 0.30% | 0.90% | Q4 2020 | Q1 2022 | 5 |
Sound View Wealth Advisors Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Aperture Investors, LLC | 4 | 1 | 0.13% | 0.37% | 0.65% | Q1 2020 | Q2 2021 | 5 |
ProVise Management Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 5 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.02% | 0.08% | 0.16% | Q3 2019 | Q4 2019 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q4 2022 | 5 |
FIRST QUADRANT LLC/CA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Point Break Capital Management, LLC | 5 | 5 | 0.09% | 0.18% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 5 |
Ratan Capital Management LP | 3 | 2 | 0.36% | 1.08% | 2.33% | Q2 2019 | Q4 2020 | 5 |
CLOVERFIELDS CAPITAL GROUP, LP | 5 | 5 | 0.24% | 0.58% | 0.92% | Q4 2021 | Q4 2022 | 5 |
CEDAR CAPITAL, LLC | 5 | 5 | 0.11% | 0.68% | 1.20% | Q2 2020 | Q2 2021 | 5 |
Night Owl Capital Management, LLC | 5 | 5 | 1.23% | 1.79% | 2.25% | Q3 2020 | Q3 2021 | 5 |
Apexium Financial, LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.70% | 0.77% | 0.82% | Q3 2020 | Q3 2021 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mission Creek Capital Partners, Inc. | 3 | 2 | 0.54% | 0.90% | 1.46% | Q4 2019 | Q3 2021 | 5 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.21% | 0.30% | 0.40% | Q3 2021 | Q3 2023 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.16% | 1.11% | 1.67% | Q2 2020 | Q3 2023 | 5 |
Grace Capital | 5 | 5 | 0.35% | 0.40% | 0.46% | Q4 2020 | Q4 2021 | 5 |
Bramshill Investments, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
WMS Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q1 2021 | Q4 2021 | 5 |
First Trust Direct Indexing L.P. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 5 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.08% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 5 |
MONETTA FINANCIAL SERVICES INC | 2 | 1 | 0.50% | 0.76% | 1.00% | Q1 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Metis Global Partners, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Luxor Capital Group, LP | 3 | 1 | 0.01% | 0.09% | 0.15% | Q2 2019 | Q2 2021 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.01% | 0.06% | 0.22% | Q3 2021 | Q3 2022 | 5 |
Honeycomb Asset Management LP | 2 | 1 | 0.32% | 1.97% | 2.80% | Q2 2019 | Q4 2021 | 5 |
Capital Advantage, Inc. | 5 | 5 | 0.26% | 0.54% | 0.89% | Q4 2019 | Q4 2020 | 5 |
Petrus Trust Company, LTA | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.05% | 0.11% | 0.23% | Q3 2020 | Q3 2023 | 5 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.03% | 0.17% | 0.29% | Q4 2019 | Q1 2021 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.27% | 0.58% | 0.87% | Q4 2021 | Q4 2022 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.01% | 0.11% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Kaizen Financial Strategies | 5 | 5 | 0.17% | 0.22% | 0.25% | Q3 2021 | Q3 2022 | 5 |
Blackstone Inc. | 3 | 1 | 0.01% | 0.17% | 0.37% | Q2 2019 | Q4 2020 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q4 2022 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cavalry Management Group, LLC | 5 | 5 | 3.23% | 4.15% | 5.32% | Q2 2020 | Q2 2021 | 5 |
Scott & Selber, Inc. | 5 | 5 | 0.86% | 1.25% | 1.88% | Q2 2020 | Q2 2021 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.08% | 0.26% | 0.53% | Q3 2020 | Q3 2021 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.01% | 0.17% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
APOGEM CAPITAL LLC | 4 | 1 | 0.19% | 0.40% | 0.54% | Q1 2021 | Q2 2022 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.23% | 0.36% | 0.46% | Q3 2022 | Q3 2023 | 5 |
PITCAIRN CO | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.15% | 0.26% | Q1 2021 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
O'Neil Global Advisors, Inc. | 3 | 1 | 0.39% | 4.58% | 9.62% | Q1 2021 | Q3 2023 | 5 |
Empowered Funds, LLC | 2 | 1 | 0.01% | 0.23% | 0.47% | Q4 2020 | Q3 2023 | 5 |
Bogart Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.09% | 0.55% | 1.13% | Q1 2020 | Q2 2023 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.04% | 0.16% | 0.54% | Q3 2020 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.05% | 0.61% | 1.10% | Q1 2021 | Q2 2022 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
CHILTON INVESTMENT CO INC. | 3 | 2 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 5 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.09% | 0.28% | 0.48% | Q4 2021 | Q4 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Aldebaran Financial Inc. | 5 | 5 | 0.69% | 0.92% | 1.35% | Q3 2022 | Q3 2023 | 5 |
Blue Zone Wealth Advisors, LLC | 3 | 1 | 0.07% | 0.96% | 1.85% | Q3 2021 | Q3 2023 | 5 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.14% | 0.64% | Q2 2019 | Q3 2022 | 5 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 5 | 5 | 1.59% | 2.44% | 4.16% | Q3 2020 | Q3 2021 | 5 |
IPG Investment Advisors LLC | 3 | 1 | 0.06% | 0.25% | 0.39% | Q3 2020 | Q1 2023 | 5 |
PDT Partners, LLC | 5 | 5 | 0.11% | 0.14% | 0.20% | Q3 2021 | Q3 2022 | 5 |
SANDER CAPITAL ADVISORS INC | 5 | 5 | 0.96% | 3.14% | 4.30% | Q4 2020 | Q4 2021 | 5 |
WADDELL & REED FINANCIAL INC | 4 | 1 | 0.01% | 0.20% | 0.32% | Q2 2019 | Q1 2021 | 5 |
BP PLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.28% | 0.61% | 0.75% | Q4 2021 | Q4 2022 | 5 |
Pier Capital, LLC | 5 | 5 | 0.10% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.40% | 0.54% | 0.72% | Q2 2019 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.07% | 0.14% | Q2 2021 | Q2 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 2 | 0.15% | 0.24% | 0.41% | Q4 2021 | Q2 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.03% | 0.12% | 0.25% | Q4 2020 | Q4 2021 | 5 |
Quilter Plc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Renaissance Capital LLC | 3 | 2 | 4.22% | 5.78% | 8.16% | Q4 2020 | Q1 2022 | 5 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.03% | 0.13% | 0.26% | Q1 2020 | Q4 2020 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.03% | 0.16% | 0.45% | Q2 2023 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.10% | 0.17% | 0.35% | Q4 2022 | Q3 2023 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 1 | 0.21% | 0.30% | 0.39% | Q1 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Saturna Capital CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.44% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.14% | 0.24% | 0.43% | Q4 2020 | Q3 2021 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q2 2022 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.57% | 0.87% | 1.16% | Q4 2020 | Q3 2021 | 4 |
DEEPWATER ASSET MANAGEMENT, LLC | 4 | 4 | 5.03% | 5.45% | 5.83% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Dragoneer Investment Group | 3 | 1 | 0.03% | 0.26% | 0.95% | Q2 2019 | Q4 2020 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.38% | 0.70% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Asset Management LLP | 3 | 1 | 0.30% | 0.50% | 0.66% | Q1 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.04% | 0.34% | 1.00% | Q3 2019 | Q3 2021 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 1 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q2 2023 | 4 |
Capital CS Group, LLC | 2 | 2 | 0.27% | 0.79% | 1.71% | Q4 2020 | Q4 2021 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Gainplan LLC | 2 | 1 | 0.04% | 0.26% | 0.52% | Q3 2019 | Q2 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Granite Point Capital Management, L.P. | 2 | 1 | 0.01% | 0.18% | 0.53% | Q2 2019 | Q2 2022 | 4 |
SOMA EQUITY PARTNERS LP | 4 | 4 | 2.90% | 4.10% | 4.84% | Q4 2022 | Q3 2023 | 4 |
LMR Partners LLP | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.04% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.13% | 0.53% | 1.68% | Q4 2022 | Q3 2023 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KCL Capital, L.P. | 2 | 1 | 0.06% | 2.57% | 7.02% | Q2 2019 | Q1 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
KB FINANCIAL PARTNERS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ion Asset Management Ltd. | 2 | 1 | 0.07% | 0.61% | 1.04% | Q2 2019 | Q2 2022 | 4 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2022 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 4 |
Souders Financial Advisors | 4 | 4 | 0.19% | 0.21% | 0.26% | Q3 2021 | Q2 2022 | 4 |
Columbia Trust Co 01012016 | 4 | 4 | 0.21% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.75% | 1.21% | 1.96% | Q1 2020 | Q4 2020 | 4 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Turim 21 Investimentos Ltda. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
ADAMS STREET PARTNERS LLC | 2 | 1 | 0.24% | 0.63% | 1.30% | Q4 2019 | Q3 2021 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 1.08% | 2.62% | 3.94% | Q1 2020 | Q4 2020 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 1.04% | 1.12% | 1.24% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 4 |
Leverage Partners Absolute Return Fund SPC | 3 | 1 | 0.11% | 1.73% | 4.22% | Q3 2021 | Q3 2022 | 4 |
DUMAC, INC. | 2 | 1 | 0.31% | 1.15% | 1.87% | Q4 2020 | Q2 2022 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 4 |
NEXT CENTURY GROWTH INVESTORS LLC | 2 | 2 | 0.03% | 0.09% | 0.17% | Q2 2019 | Q3 2022 | 4 |
Sands Capital Ventures, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
DnB Asset Management AS | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q4 2023 | 4 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.20% | 0.30% | Q1 2021 | Q2 2023 | 4 |
AVITY INVESTMENT MANAGEMENT INC. | 4 | 4 | 0.44% | 1.87% | 3.39% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
HARBOURVEST PARTNERS LLC | 2 | 1 | 0.26% | 0.49% | 0.95% | Q4 2019 | Q3 2021 | 4 |
EPIQ PARTNERS, LLC | 4 | 4 | 0.16% | 0.27% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Bridgewater Advisors Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
QS Investors, LLC | 4 | 4 | 0.03% | 0.09% | 0.12% | Q3 2020 | Q2 2021 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PATHWAY CAPITAL MANAGEMENT, LP | 2 | 1 | 4.62% | 8.99% | 20.29% | Q4 2019 | Q3 2023 | 4 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.04% | 0.23% | 0.54% | Q3 2020 | Q2 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.22% | 0.94% | 2.30% | Q4 2020 | Q1 2023 | 4 |
MMBG INVESTMENT ADVISORS CO. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Andra AP-fonden | 3 | 1 | 0.03% | 0.09% | 0.16% | Q2 2020 | Q2 2023 | 4 |
Clearstead Trust, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.00% | 0.07% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.07% | 0.24% | 0.33% | Q4 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
KLCM Advisors, Inc. | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 1.33% | 1.39% | 1.48% | Q4 2020 | Q3 2021 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.24% | 0.47% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.37% | 0.79% | Q1 2020 | Q4 2022 | 4 |
Minot Wealth Management LLC | 3 | 1 | 0.08% | 0.29% | 0.88% | Q4 2020 | Q4 2021 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q4 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.08% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.17% | 0.89% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Costello Asset Management, INC | 3 | 1 | 0.00% | 0.49% | 0.81% | Q4 2021 | Q3 2023 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 6.14% | 6.93% | 7.49% | Q4 2020 | Q3 2021 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
COLUMBUS CIRCLE INVESTORS | 4 | 4 | 0.68% | 1.07% | 1.71% | Q1 2020 | Q4 2020 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.11% | 0.32% | 0.75% | Q2 2020 | Q1 2022 | 4 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
AKKR MANAGEMENT COMPANY, LLC | 4 | 4 | 3.05% | 4.98% | 6.86% | Q4 2021 | Q3 2022 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 4 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Consilium Wealth Advisory, LLC | 3 | 1 | 0.20% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Addison Capital Co | 4 | 4 | 0.27% | 0.38% | 0.44% | Q1 2022 | Q4 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Junson Asset Management (Hong Kong) Ltd | 3 | 1 | 1.47% | 4.78% | 7.87% | Q3 2021 | Q3 2022 | 4 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.34% | 0.51% | 0.62% | Q4 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q4 2021 | 4 |
Thematics Asset Management | 4 | 4 | 1.54% | 2.10% | 2.77% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.30% | 0.45% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q1 2022 | 4 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.06% | 0.11% | Q3 2019 | Q2 2020 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.09% | 0.19% | 0.28% | Q3 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Proem Advisors LLC | 3 | 1 | 3.54% | 7.49% | 14.92% | Q4 2020 | Q3 2022 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Lisanti Capital Growth, LLC | 3 | 1 | 0.25% | 0.45% | 0.90% | Q2 2019 | Q3 2020 | 4 |
BOWEN HANES & CO INC | 4 | 4 | 0.33% | 0.72% | 1.02% | Q1 2020 | Q4 2020 | 4 |
Hodges Capital Management Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 3 |
LOEWS CORP | 2 | 1 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 3 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Pure Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.00% | 0.73% | 1.17% | Q1 2020 | Q1 2023 | 3 |
NovaPoint Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.11% | 0.17% | 0.26% | Q2 2020 | Q4 2021 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.25% | 0.50% | 0.80% | Q2 2023 | Q4 2023 | 3 |
Ashfield Capital Partners, LLC | 3 | 3 | 0.86% | 1.07% | 1.21% | Q1 2022 | Q3 2022 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.44% | 0.49% | 0.56% | Q1 2023 | Q3 2023 | 3 |
AFTON CAPITAL MANAGEMENT LLC | 3 | 3 | 4.83% | 5.90% | 7.48% | Q1 2022 | Q3 2022 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.03% | 0.07% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Teca Partners, LP | 3 | 3 | 3.73% | 4.74% | 5.42% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.22% | 0.43% | Q4 2021 | Q2 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Valiant Capital Management, L.P. | 3 | 3 | 1.82% | 2.19% | 2.59% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.03% | 0.20% | 0.54% | Q3 2021 | Q1 2022 | 3 |
GraniteShares Advisors LLC | 2 | 1 | 0.10% | 0.33% | 0.77% | Q4 2021 | Q3 2023 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2022 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.08% | 0.13% | 0.15% | Q4 2021 | Q2 2022 | 3 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.30% | 0.45% | 0.61% | Q2 2020 | Q4 2020 | 3 |
Glenview Trust Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Golden Green, Inc. | 3 | 3 | 0.53% | 0.73% | 0.86% | Q2 2022 | Q4 2022 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SFMG, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.20% | 0.37% | 0.49% | Q3 2019 | Q2 2023 | 3 |
Abbrea Capital, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
PARK CIRCLE Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BHK Investment Advisors, LLC | 3 | 3 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Paul John Balson | 3 | 3 | 0.19% | 0.26% | 0.34% | Q2 2020 | Q4 2020 | 3 |
Eagle Bay Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Left Brain Wealth Management, LLC | 2 | 1 | 0.36% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.08% | 0.53% | 0.78% | Q4 2021 | Q2 2022 | 3 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2023 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.24% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Polar Capital LLP | 3 | 3 | 0.67% | 0.72% | 0.78% | Q1 2020 | Q3 2020 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Artal Group S.A. | 2 | 1 | 0.01% | 0.10% | 0.28% | Q2 2019 | Q3 2023 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Gilbert & Cook, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.04% | 0.46% | 1.26% | Q3 2019 | Q1 2021 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Kessler Investment Group, LLC | 2 | 1 | 0.35% | 2.07% | 3.51% | Q3 2020 | Q3 2021 | 3 |
Greenspring Associates, LLC | 2 | 1 | 0.27% | 0.95% | 2.18% | Q4 2019 | Q1 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.13% | 2.32% | 4.37% | Q1 2021 | Q3 2022 | 3 |
UNIO CAPITAL LLC | 3 | 3 | 0.14% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Capital World Investors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
COOPERMAN LEON G | 3 | 3 | 0.19% | 0.25% | 0.28% | Q2 2019 | Q4 2019 | 3 |
AM INVESTMENT STRATEGIES LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Telemark Asset Management, LLC | 2 | 1 | 0.44% | 0.96% | 1.42% | Q4 2020 | Q3 2021 | 3 |
Geo Capital Gestora de Recursos Ltd | 3 | 3 | 0.58% | 0.98% | 1.33% | Q1 2023 | Q3 2023 | 3 |
Delphia (USA) Inc. | 3 | 3 | 0.35% | 0.46% | 0.58% | Q4 2021 | Q2 2022 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.37% | 1.05% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q4 2021 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Sender Co & Partners, Inc. | 2 | 1 | 0.85% | 2.21% | 4.48% | Q4 2021 | Q1 2023 | 3 |
Monashee Investment Management LLC | 1 | 1 | 0.68% | 0.94% | 1.39% | Q2 2019 | Q2 2020 | 3 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 1 | 0.16% | 0.55% | 0.88% | Q3 2021 | Q3 2023 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.13% | 0.17% | 0.22% | Q1 2021 | Q3 2021 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q1 2023 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.84% | 1.24% | 1.48% | Q2 2021 | Q4 2021 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BERYLSON CAPITAL PARTNERS, LLC | 3 | 3 | 0.95% | 1.94% | 2.69% | Q3 2020 | Q1 2021 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 3 |
Paradice Investment Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 1.12% | 1.42% | 1.71% | Q1 2023 | Q3 2023 | 3 |
KADENSA CAPITAL Ltd | 3 | 3 | 1.61% | 3.12% | 4.28% | Q1 2023 | Q3 2023 | 3 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.32% | 0.53% | 0.95% | Q4 2021 | Q2 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TIAA, FSB | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.20% | 0.44% | Q1 2020 | Q3 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.13% | 0.15% | 0.19% | Q2 2021 | Q2 2022 | 3 |
Jessup Wealth Management, Inc | 3 | 3 | 0.25% | 0.50% | 0.70% | Q1 2023 | Q3 2023 | 3 |
CATALYST PRIVATE WEALTH, LLC | 2 | 1 | 0.00% | 0.09% | 0.13% | Q3 2020 | Q4 2023 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 1 | 0.12% | 0.14% | 0.14% | Q4 2020 | Q3 2021 | 3 |
Raine Capital LLC | 3 | 3 | 0.63% | 0.84% | 0.96% | Q3 2022 | Q1 2023 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.05% | 0.48% | 1.08% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.23% | 0.31% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.14% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.37% | 0.66% | Q4 2020 | Q1 2023 | 3 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Force Hill Capital Management LP | 2 | 1 | 0.90% | 1.86% | 3.43% | Q4 2020 | Q2 2023 | 3 |
Grassi Investment Management | 2 | 1 | 0.06% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2022 | 3 |
Totem Point Management, LLC | 3 | 3 | 2.56% | 4.56% | 8.18% | Q2 2020 | Q4 2020 | 3 |
626 Financial, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.46% | 0.66% | 0.91% | Q2 2020 | Q4 2020 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
BFSG, LLC | 2 | 1 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q1 2023 | 3 |
Oribel Capital Management, LP | 1 | 1 | 0.71% | 1.48% | 2.63% | Q4 2019 | Q2 2023 | 3 |
Insight Folios Inc | 3 | 3 | 0.15% | 0.18% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Harbor Spring Capital, LLC | 3 | 3 | 4.02% | 4.81% | 5.75% | Q1 2022 | Q3 2022 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.23% | 0.31% | 0.39% | Q2 2023 | Q4 2023 | 3 |
HB Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.22% | 1.52% | 2.27% | Q4 2020 | Q3 2023 | 3 |
Steadview Capital Management LLC | 3 | 3 | 2.86% | 3.72% | 4.71% | Q4 2021 | Q2 2022 | 3 |
Aperio Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Woodline Partners LP | 1 | 1 | 0.22% | 0.35% | 0.41% | Q1 2022 | Q3 2023 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 2.60% | 2.70% | 2.79% | Q1 2023 | Q3 2023 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.09% | 0.13% | 0.20% | Q3 2021 | Q1 2022 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2021 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.03% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Noked Israel Ltd | 2 | 1 | 0.72% | 2.63% | 6.18% | Q3 2022 | Q3 2023 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.48% | 0.51% | 0.54% | Q1 2023 | Q3 2023 | 3 |
JACOBS & CO/CA | 3 | 3 | 0.27% | 0.30% | 0.35% | Q1 2023 | Q3 2023 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Versor Investments LP | 2 | 1 | 0.02% | 0.12% | 0.22% | Q2 2022 | Q1 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.74% | 1.35% | Q4 2022 | Q3 2023 | 3 |
American Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Knuff & Co LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.02% | 0.09% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
South Shore Capital Advisors | 2 | 2 | 1.72% | 1.86% | 1.99% | Q4 2020 | Q1 2021 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.13% | 0.53% | 0.93% | Q3 2021 | Q4 2021 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 0.91% | 1.25% | 1.59% | Q3 2019 | Q4 2019 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.22% | 0.29% | 0.37% | Q3 2022 | Q4 2022 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Diametric Capital, LP | 1 | 1 | 0.77% | 0.81% | 0.85% | Q4 2019 | Q4 2020 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.21% | 0.22% | 0.24% | Q3 2020 | Q1 2021 | 2 |
H2O AM LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WIT, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 2 |
Think Investments LP | 1 | 1 | 2.91% | 3.64% | 4.37% | Q2 2020 | Q2 2022 | 2 |
STF Management LP | 1 | 1 | 0.22% | 0.27% | 0.33% | Q1 2023 | Q3 2023 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Westhampton Capital, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q1 2020 | Q2 2021 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
DCM Advisors, LLC | 1 | 1 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q2 2021 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Bullseye Asset Management LLC | 2 | 2 | 0.51% | 1.26% | 2.01% | Q4 2019 | Q1 2020 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.22% | 0.79% | 1.36% | Q3 2020 | Q1 2021 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Oak Thistle LLC | 2 | 2 | 0.13% | 0.26% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Odey Asset Management Group Ltd | 1 | 1 | 0.13% | 0.41% | 0.69% | Q2 2020 | Q1 2022 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
JB Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 2 |
NWK Group, Inc. | 1 | 1 | 1.37% | 1.45% | 1.54% | Q3 2021 | Q2 2023 | 2 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 0.77% | 0.92% | 1.07% | Q2 2022 | Q3 2022 | 2 |
IvyRock Asset Management (HK) Ltd | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 0.26% | 3.97% | 7.69% | Q3 2022 | Q4 2022 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Birch Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Corton Capital Inc. | 2 | 2 | 0.41% | 0.44% | 0.46% | Q1 2022 | Q2 2022 | 2 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q2 2020 | Q4 2021 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Family Management Corp | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Sante Capital Fund, LP | 2 | 2 | 0.36% | 1.16% | 1.95% | Q2 2021 | Q3 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.13% | 0.25% | 0.37% | Q3 2022 | Q3 2023 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2023 | 2 |
Meridian Financial Partners LLC | 2 | 2 | 0.87% | 1.36% | 1.85% | Q2 2023 | Q3 2023 | 2 |
Brown University | 2 | 2 | 1.72% | 1.77% | 1.83% | Q1 2022 | Q2 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
ADI CAPITAL MANAGEMENT LLC | 2 | 2 | 2.00% | 2.65% | 3.30% | Q2 2019 | Q3 2019 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Alta Wealth Advisors LLC | 1 | 1 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q3 2021 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 2 |
AGF Investments LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.25% | 0.33% | 0.40% | Q1 2021 | Q1 2022 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ascendant Capital Management, LLC | 1 | 1 | 0.12% | 0.46% | 0.81% | Q4 2020 | Q4 2020 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Wedmont Private Capital | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 |
LifePro Asset Management | 2 | 2 | 1.47% | 1.98% | 2.48% | Q1 2022 | Q2 2022 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.54% | 1.33% | 2.12% | Q3 2021 | Q4 2021 | 2 |
Warther Private Wealth, LLC | 1 | 1 | 0.15% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Soros Fund Management | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q4 2020 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.42% | 0.86% | 1.30% | Q4 2021 | Q2 2022 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
BARINGS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 2.18% | 2.40% | 2.61% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Owen LaRue, LLC | 2 | 2 | 1.70% | 1.87% | 2.04% | Q2 2023 | Q3 2023 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Flight Deck Capital, LP | 2 | 2 | 4.38% | 5.96% | 7.53% | Q2 2022 | Q3 2022 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Summit Global Investments | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IVC Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q1 2022 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.17% | 0.38% | 0.58% | Q4 2022 | Q1 2023 | 2 |
Lynwood Capital Management Inc. | 1 | 1 | 1.37% | 1.79% | 2.20% | Q4 2021 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 0.97% | 1.00% | 1.03% | Q3 2019 | Q4 2019 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 0.51% | 0.54% | 0.58% | Q1 2020 | Q2 2020 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.19% | 2.33% | 4.47% | Q3 2019 | Q3 2019 | 2 |
Charles Carroll Financial Partners, LLC | 2 | 2 | 0.62% | 0.82% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q3 2022 | 2 |
Ergoteles LLC | 1 | 1 | 0.30% | 0.36% | 0.42% | Q2 2021 | Q4 2021 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 1.28% | 1.44% | 1.59% | Q1 2023 | Q2 2023 | 2 |
Oasis Management Co Ltd. | 2 | 2 | 0.24% | 0.27% | 0.30% | Q2 2020 | Q3 2020 | 2 |
Green Alpha Advisors, LLC | 2 | 2 | 0.33% | 0.61% | 0.89% | Q3 2023 | Q4 2023 | 2 |
Stony Point Capital LLC | 2 | 2 | 2.80% | 3.55% | 4.31% | Q1 2020 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.10% | 0.19% | 0.29% | Q1 2021 | Q1 2021 | 2 |
DDD Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Institutional Venture Management XIII, LLC | 2 | 2 | 31.84% | 32.60% | 33.36% | Q2 2019 | Q3 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 2.04% | 2.31% | 2.59% | Q2 2022 | Q2 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.24% | 0.38% | Q2 2020 | Q4 2021 | 2 |
TCG Advisory Services, LLC | 1 | 1 | 0.08% | 0.19% | 0.30% | Q3 2021 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 2 | 0.40% | 0.81% | 1.23% | Q3 2022 | Q4 2022 | 2 |
BRR OpCo, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2023 | 2 |
William Marsh Rice University | 1 | 1 | 0.13% | 15.87% | 31.62% | Q1 2020 | Q1 2021 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.66% | 0.66% | 0.66% | Q1 2023 | Q2 2023 | 2 |
Clearline Capital LP | 2 | 2 | 0.49% | 0.78% | 1.06% | Q4 2019 | Q1 2020 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 0.89% | 1.06% | 1.22% | Q3 2023 | Q4 2023 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.06% | 0.21% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Truxt Investmentos Ltda. | 2 | 2 | 1.64% | 2.27% | 2.90% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Jeneq Management LP | 1 | 1 | 0.15% | 2.61% | 5.06% | Q3 2021 | Q1 2022 | 2 |
Abbot Financial Management, Inc. | 1 | 1 | 0.10% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 2 |
Portman Ltd | 1 | 1 | 1.31% | 4.95% | 8.59% | Q3 2021 | Q1 2022 | 2 |
Alden Global Capital LLC | 2 | 2 | 2.07% | 5.10% | 8.13% | Q1 2023 | Q2 2023 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 0.29% | 0.44% | 0.58% | Q2 2021 | Q3 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.62% | 1.69% | 1.75% | Q4 2021 | Q3 2022 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.17% | 0.28% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Resource Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Yarbrough Capital, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Kesler, Norman & Wride, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
SORA INVESTORS LLC | 1 | 1 | 1.74% | 1.81% | 1.89% | Q4 2021 | Q3 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.93% | 4.09% | 7.24% | Q2 2019 | Q4 2019 | 2 |
MRA Advisory Group | 2 | 2 | 0.18% | 0.53% | 0.88% | Q2 2023 | Q3 2023 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.43% | 0.48% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Caledonia (Private) Investments Pty Ltd | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Arlington Financial Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Anomaly Capital Management, LP | 1 | 1 | 0.54% | 0.88% | 1.22% | Q4 2020 | Q1 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.12% | 0.20% | Q4 2021 | Q2 2022 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q4 2022 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.52% | 0.61% | 0.70% | Q1 2021 | Q1 2022 | 2 |
Alpha Square Group S LLC | 1 | 1 | 0.16% | 0.63% | 1.10% | Q1 2022 | Q2 2023 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
WILLNER & HELLER, LLC | 2 | 2 | 0.33% | 0.44% | 0.56% | Q1 2022 | Q2 2022 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2020 | Q3 2020 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.46% | 0.53% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q3 2019 | Q4 2019 | 2 |
David J Yvars Group | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.79% | 0.98% | 1.18% | Q1 2020 | Q2 2020 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
MGO Private Wealth, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.10% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2022 | Q2 2022 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CASCADE INVESTMENT GROUP, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2022 | Q4 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 12.40% | 12.40% | 12.40% | Q4 2021 | Q4 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Third Point | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
1623 Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Portolan Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HERBST GROUP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Altai Capital Management | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2020 | Q3 2020 | 1 |
SRS Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cutler Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Retireful, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hunt Lane Capital LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARAGON FINANCIAL PARTNERS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Kinetic Partners Management, LP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q4 2022 | Q4 2022 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Summit Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
WAFRA INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2023 | Q1 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WESTERN FINANCIAL Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Miura Global Management | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2022 | Q3 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
&PARTNERS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2019 | Q4 2019 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
Parkwood LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2023 | Q4 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Manteio Capital LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WT Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2021 | Q3 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2019 | Q3 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Boltwood Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
CYPRESS GROWTH FUND III LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2021 | Q1 2021 | 1 |
HMI Capital Management, L.P. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2023 | Q1 2023 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arkfeld Wealth Strategies, L.L.C. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Seascape Capital Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ulysses Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Cota Capital Management, LLC | 1 | 1 | 4.69% | 4.69% | 4.69% | Q3 2023 | Q3 2023 | 1 |
Leap Investments LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2020 | Q2 2020 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Evolutionary Tree Capital Management, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2020 | Q4 2020 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2019 | Q2 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wolf Hill Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kepos Capital LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2020 | Q3 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Tortoise Index Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2023 | Q1 2023 | 1 |
Lucha Capital Management, LP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2019 | Q3 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Skye Global Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pendal Group Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Park Capital Group, Inc. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortune 45 LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2020 | Q1 2020 | 1 |
Franchise Capital Ltd | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2022 | Q3 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tairen Capital Ltd | 1 | 1 | 3.19% | 3.19% | 3.19% | Q4 2021 | Q4 2021 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2019 | Q4 2019 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kayak Investment Partners LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2021 | Q3 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Sandia Investment Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shellback Capital, LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Symmetry Investments LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2021 | Q2 2021 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Juniper Hill Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
ERn Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Newfound Research LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
DE BURLO GROUP INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2021 | Q3 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Perpetual Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Full18 Capital LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
Invictus RG | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2020 | Q4 2020 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2019 | Q4 2019 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2023 | Q4 2023 | 1 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CAT ROCK CAPITAL MANAGEMENT LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2020 | Q2 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Broadleaf Partners, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2022 | Q3 2022 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Adero Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 5.53% | 5.53% | 5.53% | Q2 2022 | Q2 2022 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2020 | Q1 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2022 | Q4 2022 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2022 | Q4 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wealth Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PointState Capital LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2021 | Q3 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2022 | Q1 2022 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own CROWDSTRIKE HLDGS INC or have owned CROWDSTRIKE HLDGS INC in the past.