DOCUSIGN INC shareholder history

Current and past DOCUSIGN INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.04%0.13%Q2 2018Q3 202365
Citadel Advisors 22220.00%0.03%0.10%Q2 2018Q3 202365
Cutler Group LLC / CA 1830.00%0.06%0.68%Q2 2018Q3 202362
GOLDMAN SACHS GROUP INC 22220.00%0.02%0.16%Q2 2018Q3 202361
CITIGROUP INC 22220.00%0.01%0.10%Q2 2018Q3 202359
BARCLAYS PLC 22220.00%0.01%0.09%Q2 2018Q3 202357
WOLVERINE TRADING, LLC 20200.00%0.03%0.13%Q4 2018Q3 202356
UBS Group AG 22220.00%0.02%0.06%Q2 2018Q3 202355
Parallax Volatility Advisers, L.P. 18180.00%0.04%0.20%Q2 2019Q3 202354
Walleye Trading LLC 22220.00%0.11%0.68%Q2 2018Q3 202354
D. E. Shaw & Co., Inc. 1910.00%0.10%0.57%Q3 2018Q3 202351
JANE STREET GROUP, LLC 21210.00%0.03%0.16%Q3 2018Q3 202350
PEAK6 Investments LLC 20200.00%0.16%0.83%Q4 2018Q3 202346
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.03%Q2 2018Q3 202345
BNP PARIBAS FINANCIAL MARKETS 22220.00%0.02%0.12%Q2 2018Q3 202345
CAPITAL FUND MANAGEMENT S.A. 17170.01%0.10%0.25%Q3 2019Q3 202343
MILLENNIUM MANAGEMENT LLC 1710.00%0.04%0.22%Q2 2018Q3 202343
ROYAL BANK OF CANADA 22220.00%0.01%0.03%Q2 2018Q3 202340
NOMURA HOLDINGS INC 1550.00%0.02%0.12%Q3 2018Q3 202340
Creative Planning 20200.00%0.00%0.01%Q4 2018Q3 202339
TWO SIGMA SECURITIES, LLC 1010.00%0.08%0.27%Q1 2019Q3 202339
TWO SIGMA INVESTMENTS, LP 1710.00%0.13%0.63%Q2 2018Q3 202339
HighTower Advisors, LLC 20200.00%0.02%0.08%Q4 2018Q3 202339
HAP Trading, LLC 1610.00%0.12%0.85%Q3 2018Q3 202338
CREDIT SUISSE AG/ 22220.00%0.02%0.04%Q2 2018Q3 202336
Squarepoint Ops LLC 1910.01%0.06%0.32%Q3 2018Q3 202335
Cubist Systematic Strategies, LLC 20200.01%0.08%0.35%Q4 2018Q3 202332
Twin Tree Management, LP 1210.00%0.06%0.42%Q2 2019Q3 202331
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202328
Invesco Ltd. 22220.00%0.02%0.14%Q2 2018Q3 202327
CAAS CAPITAL MANAGEMENT LP 11110.03%0.26%0.94%Q1 2020Q3 202226
Daiwa Securities Group Inc. 18180.00%0.02%0.11%Q2 2019Q3 202326
MIZUHO MARKETS AMERICAS LLC 10100.00%0.52%5.17%Q1 2021Q2 202326
Walleye Capital LLC 510.00%0.04%0.25%Q3 2018Q3 202325
BANK OF MONTREAL /CAN/ 1920.00%0.01%0.06%Q2 2018Q3 202325
WELLS FARGO & COMPANY/MN 22220.00%0.02%0.07%Q2 2018Q3 202325
HSBC HOLDINGS PLC 17170.00%0.02%0.09%Q3 2019Q3 202324
Lido Advisors, LLC 19190.00%0.02%0.05%Q1 2019Q3 202324
Man Group plc 21210.00%0.04%0.21%Q3 2018Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.09%0.23%Q2 2018Q3 202323
Laird Norton Wetherby Wealth Management, LLC 18180.00%0.06%0.12%Q1 2019Q2 202323
DEUTSCHE BANK AG\ 22220.00%0.03%0.07%Q2 2018Q3 202323
MUFG Securities EMEA plc 1410.00%0.14%1.00%Q3 2019Q3 202323
MORGAN STANLEY 22220.00%0.06%0.25%Q2 2018Q3 202322
M&T BANK CORP 22220.00%0.01%0.03%Q2 2018Q3 202322
Centiva Capital, LP 610.01%0.24%3.92%Q3 2019Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.01%Q2 2018Q3 202322
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22220.00%0.05%0.12%Q2 2018Q3 202322
AMERICAN INTERNATIONAL GROUP, INC. 22220.00%0.01%0.02%Q2 2018Q3 202322
VICTORY CAPITAL MANAGEMENT INC 22220.00%0.08%0.22%Q2 2018Q3 202322
Utah Retirement Systems 22220.01%0.05%0.13%Q2 2018Q3 202322
PUTNAM INVESTMENTS LLC 22220.00%0.24%0.58%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.00%0.01%0.03%Q2 2018Q3 202322
CENTRAL TRUST Co 22220.01%0.02%0.05%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.01%0.05%0.15%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.01%0.03%0.09%Q2 2018Q3 202322
VANGUARD GROUP INC 22220.00%0.05%0.12%Q2 2018Q3 202322
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 22220.00%0.03%0.06%Q2 2018Q3 202322
GILDER GAGNON HOWE & CO LLC 22220.02%0.76%2.02%Q2 2018Q3 202322
BlackRock Inc. 22220.00%0.04%0.09%Q2 2018Q3 202322
Legal & General Group Plc 22220.00%0.04%0.10%Q2 2018Q3 202322
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22220.00%0.81%2.21%Q2 2018Q3 202322
TCI Wealth Advisors, Inc. 19190.00%0.06%0.50%Q3 2018Q1 202322
FMR LLC 22220.00%0.02%0.05%Q2 2018Q3 202322
AMALGAMATED BANK 22220.01%0.03%0.09%Q2 2018Q3 202322
LPL Financial LLC 22220.01%0.03%0.09%Q2 2018Q3 202322
NEW YORK STATE COMMON RETIREMENT FUND 22220.00%0.03%0.08%Q2 2018Q3 202322
Neuberger Berman Group LLC 22220.00%0.03%0.12%Q2 2018Q3 202322
RHUMBLINE ADVISERS 22220.00%0.03%0.07%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.01%0.03%0.08%Q2 2018Q3 202322
GEODE CAPITAL MANAGEMENT, LLC 22220.01%0.04%0.09%Q2 2018Q3 202322
ALLIANCEBERNSTEIN L.P. 22220.00%0.01%0.02%Q2 2018Q3 202322
Sumitomo Mitsui DS Asset Management Company, Ltd 22220.01%0.06%0.21%Q2 2018Q3 202322
ClearBridge Investments 22220.01%0.17%0.46%Q2 2018Q3 202322
Freestone Capital Holdings, LLC 21210.00%0.55%4.93%Q3 2018Q3 202322
CAZ INVESTMENTS LP 22220.03%0.10%0.22%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.02%0.12%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 22220.11%0.64%1.67%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.00%0.02%0.06%Q2 2018Q3 202322
IFP Advisors, Inc 1710.00%0.01%0.03%Q1 2016Q3 202322
Valeo Financial Advisors, LLC 21210.00%0.03%0.07%Q2 2018Q2 202322
WHITTIER TRUST CO OF NEVADA INC 22220.00%0.01%0.04%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.03%0.09%Q2 2018Q3 202322
TD ASSET MANAGEMENT INC 22220.00%0.05%0.12%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.05%0.14%Q2 2018Q3 202322
FEDERATED HERMES, INC. 22220.00%0.09%0.27%Q2 2018Q3 202322
FRANKLIN RESOURCES INC 22220.00%0.10%0.32%Q2 2018Q3 202322
Alta Park Capital, LP 22220.36%5.57%30.64%Q2 2018Q3 202322
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 22220.00%0.05%0.12%Q2 2018Q3 202322
STATE STREET CORP 22220.00%0.02%0.06%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.03%0.11%Q2 2018Q3 202322
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 22220.00%0.03%0.08%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.00%0.03%0.08%Q2 2018Q3 202322
Capital World Investors 22220.03%0.08%0.12%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.01%0.01%Q2 2018Q3 202322
Treasurer of the State of North Carolina 22220.00%0.06%0.16%Q2 2018Q3 202322
PRICE T ROWE ASSOCIATES INC /MD/ 22220.00%0.14%0.40%Q2 2018Q3 202322
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 22220.01%0.05%0.11%Q2 2018Q3 202322
VOYA INVESTMENT MANAGEMENT LLC 22220.00%0.12%0.58%Q2 2018Q3 202322
Carmichael Hill & Associates, Inc. 12120.00%0.01%0.03%Q4 2020Q3 202321
WOLVERINE ASSET MANAGEMENT LLC 1130.00%0.02%0.04%Q2 2018Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.14%Q3 2018Q3 202321
Cambridge Investment Research Advisors, Inc. 21210.01%0.05%0.12%Q3 2018Q3 202321
OPPENHEIMER & CO INC 21210.01%0.13%0.40%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 1920.00%0.03%0.08%Q2 2018Q3 202321
TORONTO DOMINION BANK 1920.00%0.01%0.03%Q2 2018Q3 202321
SEI INVESTMENTS CO 21210.00%0.03%0.08%Q3 2018Q3 202321
ADIRONDACK TRUST CO 21210.00%0.01%0.03%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.08%0.22%Q3 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Allianz Asset Management GmbH 1920.00%0.06%0.23%Q2 2018Q3 202321
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1830.00%0.01%0.04%Q2 2018Q3 202321
UBS ASSET MANAGEMENT AMERICAS INC 2010.00%0.04%0.10%Q2 2018Q3 202321
J.P. Morgan Private Wealth Advisors LLC 21210.00%0.05%0.15%Q3 2018Q3 202321
Advisory Services Network, LLC 21210.00%0.10%0.27%Q3 2018Q3 202321
Financial Advocates Investment Management 21210.04%0.13%0.32%Q3 2018Q3 202321
BENJAMIN F. EDWARDS & COMPANY, INC. 21210.01%0.05%0.14%Q3 2018Q3 202321
AMERICAN CENTURY COMPANIES INC 21210.08%0.25%0.64%Q3 2018Q3 202321
First Horizon Advisors, Inc. 1380.00%0.00%0.01%Q2 2018Q3 202321
FIRST TRUST ADVISORS LP 2010.01%0.32%0.80%Q2 2018Q3 202321
Nuveen Asset Management, LLC 18180.00%0.05%0.14%Q2 2019Q3 202321
TWO SIGMA ADVISERS, LP 1380.00%0.23%0.54%Q2 2018Q3 202321
abrdn plc 20200.00%0.01%0.01%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 20200.00%0.03%0.08%Q4 2018Q3 202320
GUGGENHEIM CAPITAL LLC 20200.00%0.03%0.09%Q4 2018Q3 202320
STATE OF WISCONSIN INVESTMENT BOARD 1640.00%0.05%0.39%Q2 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.01%0.02%Q4 2018Q3 202320
Hudock, Inc. 20200.02%0.07%0.15%Q2 2018Q1 202320
MML INVESTORS SERVICES, LLC 20200.00%0.03%0.09%Q4 2018Q3 202320
SG Americas Securities, LLC 1910.00%0.06%0.28%Q3 2018Q3 202320
PROFUND ADVISORS LLC 20200.05%0.17%0.36%Q4 2018Q3 202320
MERIDIAN INVESTMENT COUNSEL INC. 20200.20%1.20%2.54%Q4 2018Q3 202320
BRIGHTON JONES LLC 20200.03%0.24%0.50%Q4 2018Q3 202320
Prospera Financial Services Inc 1460.01%0.08%0.24%Q2 2018Q2 202320
Rockefeller Capital Management L.P. 20200.00%0.14%0.31%Q4 2018Q3 202320
Tidal Investments LLC 20200.01%0.25%0.72%Q4 2018Q3 202320
Russell Investments Group, Ltd. 1910.00%0.01%0.02%Q2 2018Q3 202320
TOTH FINANCIAL ADVISORY CORP 17170.00%0.01%0.06%Q3 2019Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.11%0.40%Q4 2018Q3 202320
Baird Financial Group, Inc. 20200.00%0.03%0.08%Q4 2018Q3 202320
DAVENPORT & Co LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1620.02%0.17%0.36%Q2 2018Q3 202320
Engineers Gate Manager LP 1720.02%0.24%0.57%Q4 2018Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.03%0.07%Q1 2019Q3 202319
Cetera Advisor Networks LLC 1810.01%0.02%0.05%Q3 2018Q3 202319
DIMENSIONAL FUND ADVISORS LP 19190.00%0.01%0.02%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1540.00%0.01%0.02%Q4 2018Q3 202319
PRINCIPAL FINANCIAL GROUP INC 19190.00%0.00%0.02%Q1 2019Q3 202319
Bollard Group LLC 19190.01%0.09%0.30%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 1090.00%0.04%0.15%Q4 2018Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.01%Q1 2019Q3 202319
Rehmann Capital Advisory Group 1030.00%0.03%0.12%Q2 2018Q3 202319
Tower Research Capital LLC (TRC) 1450.00%0.03%0.09%Q4 2018Q3 202319
WESTPAC BANKING CORP 1810.00%0.05%0.13%Q2 2018Q3 202319
SAGE RHINO CAPITAL LLC 19190.43%2.91%7.04%Q1 2019Q3 202319
BRANDYWINE MANAGERS, LLC 19190.11%0.92%3.75%Q4 2018Q2 202319
HAMILTON LANE ADVISORS LLC 19190.28%3.88%23.40%Q4 2018Q2 202319
CIBC WORLD MARKET INC. 1410.00%0.01%0.05%Q1 2019Q1 202318
WELLINGTON MANAGEMENT GROUP LLP 1530.00%0.04%0.10%Q4 2018Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 1170.00%0.04%0.16%Q4 2018Q3 202318
Mitsubishi UFJ Trust & Banking Corp 18180.01%0.03%0.07%Q2 2019Q3 202318
ASPIRIANT, LLC 18180.02%0.12%0.28%Q2 2019Q3 202318
XR Securities LLC 710.00%0.12%0.87%Q1 2020Q3 202318
GREAT WEST LIFE ASSURANCE CO /CAN/ 18180.00%0.04%0.12%Q2 2019Q3 202318
JANUS HENDERSON GROUP PLC 18180.00%0.02%0.05%Q2 2019Q3 202318
Cerity Partners LLC 1440.00%0.05%0.18%Q4 2018Q3 202318
SIGNATUREFD, LLC 1710.00%0.01%0.03%Q2 2018Q3 202318
Railway Pension Investments Ltd 18180.06%0.15%0.29%Q2 2019Q3 202318
WASATCH ADVISORS LP 18180.00%0.61%1.56%Q2 2018Q3 202218
DekaBank Deutsche Girozentrale 1620.00%0.08%0.34%Q2 2018Q3 202318
STEPHENS INC /AR/ 18180.00%0.03%0.08%Q1 2019Q2 202318
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 18180.03%0.07%0.14%Q2 2019Q3 202318
Asset Management One Co., Ltd. 18180.01%0.04%0.09%Q2 2019Q3 202318
Kovack Advisors, Inc. 1420.00%0.14%0.37%Q2 2018Q3 202318
Migdal Insurance & Financial Holdings Ltd. 1170.00%0.00%0.00%Q4 2018Q3 202318
AE Wealth Management LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
Gulf International Bank (UK) Ltd 18180.02%0.06%0.13%Q2 2019Q3 202318
Swiss National Bank 18180.02%0.06%0.13%Q2 2019Q3 202318
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 18180.01%0.03%0.06%Q2 2019Q3 202318
IFM Investors Pty Ltd 18180.02%0.06%0.14%Q2 2019Q3 202318
Sumitomo Mitsui Trust Holdings, Inc. 18180.02%0.13%0.36%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.05%0.18%0.50%Q1 2019Q2 202318
Zurcher Kantonalbank (Zurich Cantonalbank) 18180.01%0.03%0.09%Q2 2019Q3 202318
SCOTIA CAPITAL INC. 18180.01%0.02%0.05%Q3 2018Q4 202218
PATTEN & PATTEN INC/TN 18180.02%0.38%0.96%Q2 2019Q3 202318
Zions Bancorporation, N.A. 18180.00%0.01%0.05%Q2 2019Q3 202318
Independent Advisor Alliance 1710.00%0.18%0.54%Q1 2019Q3 202318
AQR Capital Management 18180.00%0.06%0.17%Q2 2019Q3 202318
MACQUARIE GROUP LTD 1710.00%0.10%0.29%Q1 2019Q3 202318
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 18180.01%0.13%0.37%Q2 2019Q3 202318
Skandinaviska Enskilda Banken AB (publ) 18180.00%0.03%0.06%Q2 2019Q3 202318
NORGES BANK 18180.01%0.05%0.10%Q3 2018Q4 202218
NOMURA ASSET MANAGEMENT CO LTD 18180.01%0.05%0.13%Q2 2019Q3 202318
DnB Asset Management AS 1530.01%0.02%0.05%Q2 2019Q4 202318
SHELL ASSET MANAGEMENT CO 18180.01%0.04%0.14%Q2 2019Q3 202318
Wealthcare Advisory Partners LLC 18180.01%0.09%0.23%Q2 2019Q3 202318
Livforsakringsbolaget Skandia, Omsesidigt 18180.00%0.02%0.06%Q2 2019Q3 202318
Mitsubishi UFJ Asset Management Co., Ltd. 18180.01%0.05%0.10%Q2 2019Q3 202318
LaFleur & Godfrey LLC 17170.03%0.21%0.70%Q2 2019Q2 202317
Ancora Advisors LLC 1610.00%0.02%0.22%Q3 2018Q3 202317
MAI Capital Management 17170.01%0.05%0.12%Q3 2019Q3 202317
APG Asset Management N.V. 17170.00%0.02%0.08%Q3 2019Q3 202317
North Star Investment Management Corp. 17170.00%0.00%0.01%Q3 2019Q3 202317
FINANCIAL CONSULATE, INC 17170.31%0.89%1.68%Q1 2019Q1 202317
Cresset Asset Management, LLC 1610.00%0.01%0.04%Q1 2019Q3 202317
Lindbrook Capital, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 810.02%0.39%1.74%Q2 2018Q3 202317
Echo Street Capital Management LLC 720.00%0.25%0.73%Q4 2018Q3 202317
MACKENZIE FINANCIAL CORP 1310.00%0.01%0.03%Q4 2018Q3 202317
WORLDQUANT MILLENNIUM ADVISORS LLC 17170.07%0.46%1.12%Q3 2019Q3 202317
LOS ANGELES CAPITAL MANAGEMENT LLC 1210.00%0.07%0.49%Q1 2019Q3 202317
EVERGREEN CAPITAL MANAGEMENT LLC 17170.02%0.22%0.62%Q3 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.02%0.05%0.10%Q3 2019Q3 202317
BOKF, NA 980.01%0.04%0.08%Q2 2019Q3 202317
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.02%0.05%Q4 2019Q4 202317
KEYBANK NATIONAL ASSOCIATION/OH 1520.00%0.00%0.01%Q2 2018Q1 202317
Renaissance Technologies 17170.00%0.11%0.34%Q3 2019Q3 202317
HUNTINGTON NATIONAL BANK 17170.00%0.00%0.00%Q3 2019Q3 202317
American Portfolios Advisors 17170.00%0.06%0.16%Q3 2018Q3 202217
BNP Paribas Asset Management Holding S.A. 17170.00%0.01%0.02%Q3 2019Q3 202317
MANUFACTURERS LIFE INSURANCE COMPANY, THE 17170.00%0.02%0.09%Q3 2019Q3 202317
ACADIAN ASSET MANAGEMENT LLC 1610.00%0.00%0.01%Q3 2018Q3 202317
Covington Capital Management 16160.00%0.16%0.37%Q4 2018Q3 202217
Glassman Wealth Services 16160.00%0.00%0.02%Q4 2019Q3 202316
Cetera Advisors LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Advisors Asset Management, Inc. 16160.00%0.02%0.05%Q1 2019Q4 202216
SCHRODER INVESTMENT MANAGEMENT GROUP 1510.00%0.01%0.02%Q4 2018Q3 202316
Gleason Group, Inc. 16160.02%0.10%0.16%Q4 2019Q3 202316
EARNEST PARTNERS LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.13%0.51%1.15%Q4 2019Q3 202316
PSI Advisors, LLC 16160.00%0.26%0.94%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 1060.00%0.12%0.59%Q3 2019Q3 202316
Andra AP-fonden 1150.02%0.19%0.32%Q2 2019Q2 202316
Optimus Prime Fund Management Co., Ltd. 11110.40%1.97%4.13%Q3 2020Q1 202316
Comprehensive Financial Management LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Robeco Institutional Asset Management B.V. 16160.00%0.08%0.19%Q4 2019Q3 202316
BREWIN DOLPHIN LTD 1150.00%0.00%0.01%Q2 2018Q2 202216
Pendal Group Ltd 1410.00%0.01%0.02%Q2 2018Q4 202216
Harel Insurance Investments & Financial Services Ltd. 1420.00%0.02%0.13%Q3 2019Q3 202316
Selective Wealth Management, Inc. 710.10%3.29%10.72%Q1 2019Q4 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
MANCHESTER FINANCIAL INC 16160.00%0.27%0.77%Q4 2019Q3 202316
BLUESTEIN R H & CO LLC 16160.01%0.04%0.17%Q2 2018Q1 202216
NORDEA INVESTMENT MANAGEMENT AB 16160.00%0.04%0.08%Q4 2019Q3 202316
TIGER GLOBAL MANAGEMENT LLC 16160.08%0.98%3.79%Q2 2018Q1 202216
Truvestments Capital LLC 1510.01%0.18%0.33%Q3 2019Q3 202316
EATON VANCE MANAGEMENT 16160.07%0.29%0.68%Q4 2018Q3 202216
Mine & Arao Wealth Creation & Management, LLC. 16160.07%0.14%0.21%Q4 2019Q3 202316
Snowden Capital Advisors LLC 730.00%0.02%0.04%Q2 2019Q2 202316
Tradewinds Capital Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Summit Trail Advisors, LLC 1330.02%0.65%2.30%Q1 2019Q3 202316
B. Riley Wealth Advisors, Inc. 1420.02%0.06%0.13%Q3 2018Q3 202316
KBC Group NV 16160.00%0.05%0.19%Q4 2019Q3 202316
Belpointe Asset Management LLC 1510.01%0.11%0.33%Q2 2018Q1 202316
Hilltop Holdings Inc. 1420.05%0.13%0.27%Q3 2019Q3 202316
TUDOR INVESTMENT CORP ET AL 510.01%0.05%0.15%Q1 2019Q3 202316
AdvisorNet Financial, Inc 14140.00%0.00%0.01%Q2 2020Q3 202316
FineMark National Bank & Trust 16160.01%0.03%0.06%Q1 2019Q4 202216
CENTAURUS FINANCIAL, INC. 1310.01%0.05%0.10%Q2 2018Q3 202316
COMMERCE BANK 16160.00%0.01%0.01%Q4 2019Q3 202316
FIFTH THIRD BANCORP 1410.00%0.00%0.00%Q2 2018Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.30%0.82%Q4 2019Q3 202316
CIBC Asset Management Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.02%0.11%0.27%Q4 2019Q3 202316
CREDIT AGRICOLE S A 13130.02%0.07%0.28%Q3 2020Q3 202316
Resonant Capital Advisors, LLC 16160.06%0.35%0.79%Q4 2019Q3 202316
Connor, Clark & Lunn Investment Management Ltd. 1410.00%0.08%0.20%Q2 2019Q3 202316
Parkside Financial Bank & Trust 16160.00%0.01%0.01%Q4 2019Q3 202316
NewEdge Advisors, LLC 1060.00%0.03%0.07%Q3 2019Q3 202316
Stephens Investment Management Group LLC 16160.06%0.61%1.44%Q2 2018Q1 202216
Ensign Peak Advisors, Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
Verition Fund Management LLC 410.00%0.01%0.04%Q1 2019Q3 202316
NATIXIS 1420.00%0.12%0.37%Q3 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.06%0.11%Q4 2019Q3 202316
MEEDER ASSET MANAGEMENT INC 1010.00%0.06%0.21%Q2 2019Q2 202315
NVWM, LLC 1140.00%0.10%0.33%Q3 2018Q4 202215
Private Advisor Group, LLC 1230.00%0.01%0.02%Q4 2019Q3 202315
Vident Investment Advisory, LLC 1410.01%0.07%0.17%Q3 2018Q2 202315
Firsthand Capital Management, Inc. 15150.73%3.33%5.61%Q1 2020Q3 202315
UMB Bank, n.a. 15150.00%0.12%0.32%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.01%0.04%0.12%Q4 2019Q2 202315
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.01%0.06%Q3 2018Q3 202215
LAZARD ASSET MANAGEMENT LLC 1410.00%0.01%0.02%Q4 2019Q3 202315
Rheos Capital Works Inc. 15150.12%0.31%0.79%Q1 2020Q3 202315
1776 Wealth LLC 15150.13%0.72%1.39%Q4 2019Q2 202315
Avior Wealth Management, LLC 1410.00%0.00%0.00%Q2 2019Q3 202315
Impax Asset Management Group plc 15150.00%0.01%0.08%Q1 2020Q3 202315
Artemis Investment Management LLP 1050.00%0.11%0.33%Q2 2018Q2 202215
WEATHERLY ASSET MANAGEMENT L. P. 15150.05%0.26%0.53%Q1 2020Q3 202315
Global Retirement Partners, LLC 710.00%0.00%0.01%Q2 2018Q3 202315
GLYNN CAPITAL MANAGEMENT LLC 15150.74%4.78%7.42%Q2 2018Q4 202115
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1140.01%0.39%0.74%Q3 2019Q3 202315
SG3 Management, LLC 810.01%0.78%3.35%Q2 2019Q4 202115
SCOUT INVESTMENTS, INC. 15150.09%0.65%1.35%Q3 2019Q1 202315
THRIVENT FINANCIAL FOR LUTHERANS 1320.00%0.09%0.28%Q1 2019Q3 202315
Achmea Investment Management B.V. 1320.03%0.08%0.16%Q4 2019Q3 202315
Blueshift Asset Management, LLC 720.01%0.28%0.66%Q1 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.09%0.18%Q1 2020Q3 202315
PineBridge Investments, L.P. 15150.01%0.06%0.10%Q1 2020Q3 202315
Private Capital Group, LLC 1230.00%0.00%0.01%Q3 2018Q2 202215
CANADA PENSION PLAN INVESTMENT BOARD 15150.00%0.01%0.02%Q1 2020Q3 202315
Korea Investment CORP 15150.01%0.08%0.28%Q1 2020Q3 202315
Larson Financial Group LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
LYELL WEALTH MANAGEMENT, LP 15150.12%0.75%1.46%Q1 2020Q3 202315
SEEYOND 15150.01%0.05%0.18%Q2 2019Q4 202215
NISA INVESTMENT ADVISORS, LLC 15150.00%0.02%0.16%Q1 2020Q3 202315
Cota Capital Management, LLC 15155.54%7.82%13.40%Q4 2019Q2 202315
Tortoise Index Solutions, LLC 15150.02%0.10%0.19%Q1 2019Q3 202215
Ellevest, Inc. 15150.00%0.02%0.05%Q3 2019Q1 202315
OPTIMUM INVESTMENT ADVISORS 960.00%0.02%0.10%Q1 2020Q4 202315
CNB Bank 15150.03%0.17%0.40%Q1 2020Q3 202315
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.20%0.59%Q2 2018Q3 202315
Cetera Investment Advisers 15150.00%0.03%0.09%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.03%0.14%Q1 2020Q3 202315
TEACHER RETIREMENT SYSTEM OF TEXAS 15150.00%0.02%0.06%Q1 2020Q3 202315
Arizona State Retirement System 15150.02%0.06%0.12%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 15150.01%0.09%0.20%Q1 2020Q3 202315
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.03%0.08%Q1 2019Q3 202315
ROYAL LONDON ASSET MANAGEMENT LTD 15150.01%0.04%0.09%Q1 2020Q3 202315
AVIVA PLC 15150.01%0.05%0.10%Q1 2020Q3 202315
Clean Yield Group 860.01%0.02%0.03%Q1 2019Q3 202214
ClariVest Asset Management LLC 730.00%0.01%0.08%Q3 2019Q3 202314
Vestcor Inc 14140.01%0.01%0.04%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.02%0.04%0.07%Q2 2020Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14140.02%0.75%2.27%Q2 2020Q3 202314
PANAGORA ASSET MANAGEMENT INC 14140.00%0.07%0.15%Q2 2020Q3 202314
Harvest Fund Management Co., Ltd 14140.00%0.03%0.07%Q4 2019Q1 202314
Banque Cantonale Vaudoise 14140.01%0.05%0.10%Q2 2020Q3 202314
XPONANCE, INC. 14140.02%0.06%0.11%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.00%0.01%0.02%Q1 2020Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.03%0.05%Q4 2018Q1 202214
FORSTA AP-FONDEN 14140.03%0.09%0.15%Q2 2020Q3 202314
IHT Wealth Management, LLC 14140.01%0.06%0.13%Q1 2020Q2 202314
ProShare Advisors LLC 14140.00%0.08%0.16%Q3 2019Q4 202214
Trexquant Investment LP 610.02%0.25%0.62%Q4 2018Q3 202314
Sigma Planning Corp 1010.01%0.05%0.12%Q3 2018Q3 202314
Meiji Yasuda Asset Management Co Ltd. 14140.02%0.07%0.18%Q2 2020Q3 202314
WASHINGTON TRUST Co 14140.00%0.01%0.07%Q2 2020Q3 202314
Intersect Capital LLC 14140.09%0.27%0.54%Q1 2019Q2 202214
CVA Family Office, LLC 14140.00%0.02%0.04%Q1 2020Q2 202314
Pacifica Partners Inc. 1310.00%0.01%0.01%Q1 2020Q4 202314
BAIN CAPITAL VENTURE INVESTORS, LLC 141410.72%57.64%100.00%Q2 2018Q3 202114
Mn Services Vermogensbeheer B.V. 1040.03%0.09%0.25%Q2 2019Q3 202314
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.02%0.06%Q3 2019Q3 202314
Potrero Capital Research LLC 1220.17%1.41%4.82%Q2 2018Q1 202214
Plante Moran Financial Advisors, LLC 1310.01%0.03%0.07%Q3 2019Q3 202314
Capital Research Global Investors 14140.01%0.10%0.24%Q2 2018Q3 202114
WHITTIER TRUST CO 710.00%0.00%0.00%Q2 2018Q3 202314
Rafferty Asset Management, LLC 14140.01%0.05%0.09%Q2 2020Q3 202314
Bristlecone Advisors, LLC 14140.03%0.08%0.15%Q2 2020Q3 202314
STANSBERRY ASSET MANAGEMENT, LLC 1310.05%0.94%2.21%Q1 2020Q3 202314
Front Row Advisors LLC 14140.00%0.02%0.02%Q1 2020Q2 202314
V Wealth Advisors LLC 14140.16%0.37%1.11%Q1 2020Q2 202314
GSA CAPITAL PARTNERS LLP 410.03%0.08%0.18%Q3 2018Q3 202314
Paloma Partners Management Co 620.01%0.04%0.15%Q1 2019Q2 202214
SeaCrest Wealth Management, LLC 910.00%0.09%0.17%Q2 2018Q3 202314
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1310.00%0.03%0.05%Q2 2018Q1 202214
Rosenberg Matthew Hamilton 14140.00%0.05%0.11%Q1 2020Q2 202314
USS Investment Management Ltd 14140.02%0.04%0.10%Q2 2020Q3 202314
GAM Holding AG 14140.06%0.14%0.32%Q4 2018Q1 202214
Malaga Cove Capital, LLC 1040.12%0.28%0.80%Q2 2019Q3 202314
Modus Advisors, LLC 14140.11%0.76%1.45%Q4 2019Q1 202314
Gradient Investments LLC 14140.00%0.13%0.43%Q2 2020Q3 202314
METROPOLITAN LIFE INSURANCE CO/NY 14140.00%0.03%0.05%Q3 2018Q4 202114
O'Shares Investment Advisers, LLC 14140.07%0.32%0.74%Q4 2018Q1 202214
ThornTree Capital Partners LP 14141.43%5.33%12.04%Q4 2018Q1 202214
Kistler-Tiffany Companies, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Tortoise Investment Management, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
TRAN CAPITAL MANAGEMENT, L.P. 13130.08%0.73%1.95%Q2 2019Q2 202213
Granite Investment Partners, LLC 13130.01%0.67%1.37%Q1 2019Q1 202213
NEXT Financial Group, Inc 13130.00%0.06%0.15%Q4 2018Q4 202113
BENNETT SELBY INVESTMENTS LP 13130.19%1.00%2.29%Q4 2020Q4 202313
Clearstead Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
PITTENGER & ANDERSON INC 13130.00%0.00%0.01%Q3 2020Q3 202313
Smithfield Trust Co 1120.00%0.01%0.04%Q2 2019Q3 202213
LORD, ABBETT & CO. LLC 1010.01%0.29%0.71%Q2 2018Q3 202213
TOKIO MARINE ASSET MANAGEMENT CO LTD 13130.02%0.03%0.05%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 13130.02%0.10%0.22%Q2 2020Q2 202313
Stratos Wealth Partners, LTD. 1110.00%0.03%0.06%Q3 2018Q3 202313
Intellectus Partners, LLC 1210.06%0.21%0.45%Q2 2020Q3 202313
JACKSON SQUARE CAPITAL, LLC 12120.00%1.39%3.23%Q4 2019Q3 202213
AMERICAN NATIONAL BANK 13130.00%0.68%1.11%Q2 2020Q2 202313
Baader Bank Aktiengesellschaft 880.01%0.04%0.07%Q4 2021Q3 202313
Mutual Advisors, LLC 1210.02%0.05%0.10%Q3 2018Q2 202313
Manchester Capital Management LLC 13130.00%0.02%0.07%Q3 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.00%0.01%Q3 2020Q3 202313
Baker Avenue Asset Management, LP 940.00%0.13%0.30%Q2 2020Q3 202313
Allworth Financial LP 1210.00%0.00%0.00%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.06%0.15%Q3 2020Q3 202313
Kayak Investment Partners LLC 410.68%3.77%11.34%Q2 2018Q2 202213
Berman Capital Advisors, LLC 13130.01%0.12%0.23%Q3 2018Q3 202113
St. Johns Investment Management Company, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q1 2019Q3 202313
FDx Advisors, Inc. 13130.01%0.26%0.89%Q2 2020Q2 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 940.04%0.15%0.42%Q1 2020Q3 202313
HM PAYSON & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.03%0.10%Q3 2018Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.04%0.08%Q3 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 850.00%0.00%0.00%Q3 2020Q4 202313
Catalyst Capital Advisors LLC 1110.00%0.28%1.02%Q2 2018Q3 202213
CIBC Private Wealth Group, LLC 1210.00%0.01%0.01%Q2 2018Q2 202313
Qube Research & Technologies Ltd 410.00%0.08%0.27%Q4 2019Q3 202313
ARK Investment Management 13130.00%0.57%1.46%Q3 2019Q3 202213
Illinois Municipal Retirement Fund 13130.01%0.05%0.11%Q3 2020Q3 202313
Virtu Financial LLC 410.02%0.22%1.04%Q2 2018Q3 202313
Jefferies Group LLC 310.00%0.01%0.05%Q2 2018Q3 202213
BerganKDV Wealth Management, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Meiji Yasuda Life Insurance Co 13130.01%0.02%0.04%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.07%0.21%0.36%Q3 2020Q3 202313
&PARTNERS 13130.17%0.95%2.52%Q2 2019Q2 202213
TRANSCEND CAPITAL ADVISORS, LLC 13130.33%1.62%4.18%Q3 2020Q3 202313
COLDSTREAM CAPITAL MANAGEMENT INC 13130.01%0.03%0.08%Q4 2018Q4 202113
Western Wealth Management, LLC 840.02%0.07%0.21%Q3 2020Q3 202312
FIRST FOUNDATION ADVISORS 1110.01%0.03%0.04%Q4 2018Q1 202212
MARSHALL WACE, LLP 510.00%0.03%0.13%Q4 2018Q3 202312
Quadrature Capital Ltd 510.02%0.55%1.36%Q2 2018Q2 202312
HighPoint Advisor Group LLC 1110.05%0.30%0.59%Q1 2019Q2 202212
GPS Wealth Strategies Group, LLC 930.00%0.32%0.91%Q3 2020Q3 202312
Capital International, Inc./CA/ 12120.04%0.09%0.19%Q4 2020Q3 202312
Pearl River Capital, LLC 310.02%0.26%0.62%Q4 2018Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.02%Q4 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 12120.00%0.03%0.08%Q1 2020Q4 202212
BDO Wealth Advisors, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Atria Investments, Inc 610.01%0.04%0.10%Q3 2018Q2 202312
Global Trust Asset Management, LLC 1110.01%0.10%0.34%Q1 2020Q3 202312
Weiss Multi-Strategy Advisers LLC 420.01%0.06%0.33%Q2 2018Q2 202312
SITTNER & NELSON, LLC 12120.01%0.04%0.06%Q4 2020Q3 202312
Sutton Wealth Advisors Inc. 750.00%0.00%0.00%Q3 2020Q3 202312
Gerber Kawasaki Wealth & Investment Management 750.03%0.36%1.26%Q2 2020Q3 202312
RMR Wealth Builders 610.05%0.11%0.20%Q2 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.02%0.06%0.12%Q4 2020Q3 202312
ExodusPoint Capital Management, LP 610.01%0.08%0.46%Q2 2019Q3 202312
EVOKE WEALTH, LLC 1110.00%0.04%0.31%Q3 2019Q3 202212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1020.00%0.01%0.02%Q4 2019Q3 202312
SUMITOMO MITSUI FINANCIAL GROUP, INC. 12120.01%0.13%0.53%Q4 2020Q3 202312
Sompo Asset Management Co., Ltd. 12120.09%0.23%0.37%Q3 2019Q2 202212
Maryland State Retirement & Pension System 12120.02%0.06%0.14%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 12120.02%0.08%0.24%Q3 2019Q2 202212
Brown Miller Wealth Management, LLC 12120.15%0.22%0.39%Q4 2020Q3 202312
Ethic Inc. 12120.01%0.07%0.13%Q3 2020Q2 202312
NewSquare Capital LLC 660.00%0.00%0.00%Q2 2020Q3 202312
FNY Investment Advisers, LLC 310.00%0.08%0.61%Q2 2018Q3 202312
Equitable Holdings, Inc. 12120.01%0.02%0.03%Q4 2019Q3 202212
FIRST MANHATTAN CO. LLC. 12120.00%0.00%0.00%Q2 2020Q1 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Laurel Wealth Advisors LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.04%0.11%Q4 2020Q3 202312
EMERALD ADVISERS, LLC 1020.01%0.04%0.11%Q1 2019Q3 202212
Legacy Advisors, LLC 910.01%0.32%0.68%Q2 2018Q2 202212
Apollon Wealth Management, LLC 1110.01%0.03%0.07%Q2 2020Q3 202312
Prime Capital Investment Advisors, LLC 420.00%0.03%0.08%Q4 2019Q3 202312
Baystate Wealth Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
BEACON INVESTMENT ADVISORY SERVICES, INC. 12120.01%0.07%0.20%Q4 2020Q3 202312
Avestar Capital, LLC 710.04%0.10%0.20%Q4 2019Q3 202212
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Candriam S.C.A. 12120.01%0.04%0.12%Q2 2020Q1 202312
WOLFF WIESE MAGANA LLC 12120.03%0.15%0.46%Q4 2020Q3 202312
Westside Investment Management, Inc. 1110.00%0.00%0.03%Q4 2018Q3 202312
Gotham Asset Management, LLC 520.01%0.06%0.24%Q4 2019Q3 202312
Penserra Capital Management LLC 1010.00%0.00%0.01%Q2 2019Q3 202212
TOCQUEVILLE ASSET MANAGEMENT L.P. 840.01%0.10%0.31%Q2 2018Q2 202312
First Growth Investment Manager LP 990.20%4.11%9.14%Q4 2020Q4 202212
Silvant Capital Management LLC 12120.01%0.12%0.30%Q4 2020Q3 202312
National Pension Service 12120.00%0.08%0.14%Q2 2020Q1 202312
Fort Point Capital Partners LLC 880.07%0.28%0.56%Q4 2018Q3 202012
BROWN ADVISORY INC 710.00%0.00%0.01%Q2 2018Q1 202312
SIMPLEX TRADING, LLC 810.00%0.00%0.02%Q4 2018Q3 202312
Jupiter Wealth Management LLC 11110.06%0.24%0.60%Q1 2019Q3 202111
Stokes Family Office, LLC 11110.08%0.27%0.50%Q4 2019Q2 202211
B. Riley Wealth Management, Inc. 740.00%0.30%0.63%Q4 2018Q2 202211
Busey Bank 11110.03%0.10%0.16%Q2 2019Q4 202111
TSFG, LLC 1010.00%0.01%0.05%Q3 2020Q3 202311
QUATTRO FINANCIAL ADVISORS LLC 11110.18%0.27%0.42%Q1 2021Q3 202311
Tributary Capital Management, LLC 11110.07%0.21%0.34%Q3 2019Q1 202211
WT Wealth Management 11110.43%0.58%0.74%Q3 2019Q1 202211
Legal Advantage Investments, Inc. 740.15%0.38%0.77%Q4 2020Q3 202311
Concord Wealth Partners 740.00%0.01%0.04%Q4 2020Q3 202311
Cipher Capital LP 510.02%0.23%0.48%Q2 2019Q2 202311
CEERA INVESTMENTS, LLC 11111.19%1.71%2.30%Q1 2021Q3 202311
Nikko Asset Management Americas, Inc. 11110.00%1.11%2.02%Q3 2019Q1 202211
Dai-ichi Life Insurance Company, Ltd 11110.01%0.04%0.08%Q2 2019Q4 202111
Redpoint Investment Management Pty Ltd 11110.02%0.07%0.13%Q1 2020Q3 202211
McIlrath & Eck, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Nelson Capital Management, LLC 11110.32%1.59%2.48%Q1 2020Q3 202211
CAROLINAS WEALTH CONSULTING LLC 610.00%0.01%0.02%Q2 2020Q3 202311
AXA S.A. 830.00%0.01%0.02%Q1 2020Q3 202311
NorthRock Partners, LLC 920.02%0.04%0.07%Q4 2018Q1 202211
PIER 88 INVESTMENT PARTNERS LLC 11110.06%0.34%1.05%Q1 2019Q3 202111
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 11110.00%0.02%0.13%Q1 2020Q3 202211
ATTICUS WEALTH MANAGEMENT, LLC 11110.00%0.06%0.18%Q3 2020Q1 202311
Green Alpha Advisors, LLC 11110.14%0.43%0.80%Q2 2021Q4 202311
Spire Wealth Management 11110.01%0.03%0.08%Q1 2021Q3 202311
BANK OF NOVA SCOTIA 530.00%0.06%0.15%Q1 2020Q1 202311
Patriot Financial Group Insurance Agency, LLC 11110.00%0.02%0.10%Q4 2019Q2 202211
Inspire Investing, LLC 11110.05%0.29%0.91%Q4 2020Q2 202311
Pacer Advisors, Inc. 720.00%0.02%0.06%Q2 2020Q3 202311
Sonora Investment Management, LLC 11110.00%0.01%0.03%Q1 2019Q3 202111
CASTLEARK MANAGEMENT LLC 1010.00%0.02%0.05%Q1 2019Q2 202211
STRS OHIO 920.00%0.04%0.13%Q1 2019Q1 202211
SIGMA INVESTMENT COUNSELORS INC 11110.02%0.25%0.41%Q1 2020Q3 202211
Graham Capital Management, L.P. 740.01%0.16%0.41%Q4 2020Q3 202311
BAILARD, INC. 740.01%0.06%0.15%Q1 2020Q4 202211
Mariner, LLC 740.00%0.03%0.09%Q4 2020Q3 202311
Werlinich Asset Management, LLC 11110.52%1.49%3.36%Q1 2021Q3 202311
Coatue Management 610.00%0.89%1.70%Q4 2019Q2 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.03%Q4 2020Q2 202311
HBC Financial Services, PLLC 740.00%0.01%0.06%Q4 2019Q3 202311
Quantbot Technologies LP 520.01%0.17%0.40%Q1 2019Q4 202211
Versant Capital Management, Inc 11110.00%0.01%0.02%Q2 2021Q4 202311
Laird Norton Wetherby Trust Company, LLC 740.06%0.86%1.99%Q4 2020Q3 202311
Empowered Funds, LLC 620.02%0.21%0.50%Q4 2019Q3 202311
FISHMAN JAY A LTD/MI 11110.08%0.17%0.52%Q3 2020Q1 202311
Karani Asset Management LLC 11110.80%2.21%4.85%Q4 2019Q2 202211
Column Capital Advisors, LLC 1010.00%0.00%0.00%Q2 2020Q3 202311
Purus Wealth Management, LLC 11110.13%0.51%1.01%Q4 2020Q2 202311
EP Wealth Advisors, LLC 11110.02%0.03%0.05%Q2 2019Q4 202111
Bogart Wealth, LLC 11110.10%0.18%0.26%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.00%0.00%0.01%Q3 2019Q1 202211
HOLLENCREST CAPITAL MANAGEMENT 920.01%0.05%0.09%Q2 2019Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Donoghue Forlines LLC 910.08%0.20%0.49%Q2 2020Q2 202311
AMUNDI ASSET MANAGEMENT US, INC. 11110.00%0.03%0.06%Q3 2018Q1 202111
Summit X, LLC 10100.00%0.29%0.58%Q2 2018Q3 202011
Archer Investment Corp 650.00%0.01%0.02%Q2 2020Q1 202311
State of Alaska, Department of Revenue 520.00%0.00%0.01%Q2 2018Q3 202311
Aspen Investment Management Inc 10100.15%0.66%1.09%Q1 2020Q2 202210
Focused Wealth Management, Inc 910.00%0.00%0.00%Q2 2020Q3 202310
Antonetti Capital Management LLC 910.01%0.01%0.02%Q2 2010Q3 202310
Beacon Pointe Advisors, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
Souders Financial Advisors 10100.10%0.27%0.40%Q1 2020Q2 202210
Arden Trust Co 910.00%0.10%0.19%Q1 2020Q1 202310
Asio Capital, LLC 10100.01%1.44%2.13%Q4 2019Q1 202210
Harbour Capital Advisors, LLC 410.08%0.15%0.29%Q4 2018Q4 202110
LAKE STREET ADVISORS GROUP, LLC 910.04%0.18%0.51%Q1 2019Q4 202110
Nan Shan Life Insurance Co., Ltd. 640.01%0.51%0.81%Q1 2019Q4 202110
JFS WEALTH ADVISORS, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
Hitchwood Capital Management LP 710.22%0.68%1.71%Q2 2018Q4 202110
Sandy Spring Bank 820.00%0.00%0.00%Q4 2020Q3 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.02%0.04%0.08%Q2 2019Q3 202110
WADDELL & REED FINANCIAL INC 10100.04%0.30%0.54%Q4 2018Q1 202110
SOA Wealth Advisors, LLC. 10100.00%0.01%0.04%Q4 2020Q1 202310
Assenagon Asset Management S.A. 10100.01%0.22%0.82%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.02%0.06%Q1 2021Q3 202310
Ellis Investment Partners, LLC 910.00%0.01%0.01%Q1 2020Q3 202210
COMERICA BANK 910.00%0.01%0.01%Q3 2019Q3 202310
BRADLEY FOSTER & SARGENT INC/CT 610.01%0.01%0.06%Q3 2018Q4 202110
Marshall Wace North America L.P. 610.00%0.04%0.16%Q2 2018Q3 202110
Asset Dedication, LLC 510.00%0.00%0.01%Q3 2020Q3 202310
Saturna Capital CORP 730.01%0.03%0.08%Q2 2019Q4 202110
Mirae Asset Global Investments Co., Ltd. 10100.02%0.05%0.08%Q2 2020Q3 202210
AMP Capital Investors Ltd 10100.00%0.07%0.12%Q2 2019Q3 202110
WRAPMANAGER INC 10100.08%0.17%0.30%Q1 2021Q2 202310
DRIEHAUS CAPITAL MANAGEMENT LLC 640.01%0.03%0.10%Q3 2018Q1 202110
Compagnie Lombard Odier SCmA 510.00%0.00%0.02%Q4 2019Q2 202310
Titus Wealth Management 10100.16%0.41%0.62%Q1 2020Q2 202210
Vanguard Personalized Indexing Management, LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
Motley Fool Asset Management LLC 730.02%0.06%0.09%Q2 2020Q4 202210
FUKOKU MUTUAL LIFE INSURANCE Co 910.01%0.03%0.10%Q2 2020Q4 202210
PFS INVESTMENTS INC. 10100.03%0.07%0.14%Q1 2021Q2 202310
NATIXIS ADVISORS, L.P. 10100.01%0.02%0.03%Q1 2021Q2 202310
AlphaCrest Capital Management LLC 510.02%0.04%0.08%Q3 2019Q3 202210
Tradition Wealth Management, LLC 910.00%0.00%0.01%Q4 2020Q3 202310
Amundi 10100.01%0.02%0.06%Q2 2021Q3 202310
MITCHELL MCLEOD PUGH & WILLIAMS INC 910.06%0.26%0.42%Q2 2020Q1 202310
TimeScale Financial, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
MITCHELL & PAHL PRIVATE WEALTH, LLC 640.24%0.47%0.68%Q4 2020Q3 202310
Capital Investment Advisory Services, LLC 820.03%0.07%0.17%Q2 2020Q1 202310
GoalVest Advisory LLC 820.00%0.15%0.39%Q1 2021Q4 202310
Ameritas Investment Partners, Inc. 10100.01%0.03%0.04%Q2 2020Q3 202210
OneDigital Investment Advisors LLC 820.01%0.02%0.03%Q2 2018Q3 202110
IVC Wealth Advisors LLC 10100.15%0.43%0.86%Q4 2020Q1 202310
Liontrust Investment Partners LLP 911.04%1.67%2.57%Q4 2020Q3 202310
Ashburton (Jersey) Ltd 10100.00%0.01%0.02%Q2 2021Q3 202310
Miracle Mile Advisors, LLC 410.01%0.25%0.85%Q2 2018Q1 202210
GABLES CAPITAL MANAGEMENT INC. 10100.01%0.12%0.50%Q2 2021Q3 202310
RAYMOND JAMES TRUST N.A. 10100.01%0.02%0.03%Q2 2020Q3 202210
MetLife Investment Management, LLC 730.00%0.00%0.01%Q3 2018Q3 202310
Schonfeld Strategic Advisors LLC 510.00%0.10%0.35%Q3 2018Q3 202310
PERSONAL CFO SOLUTIONS, LLC 10100.06%0.08%0.14%Q1 2021Q2 202310
Dynamic Technology Lab Private Ltd 310.02%0.13%0.30%Q1 2019Q3 202310
Ocean Capital Management, LLC 10100.21%0.61%0.96%Q2 2020Q3 202210
Canvas Wealth Advisors, LLC 820.09%1.05%2.99%Q1 2021Q3 202310
Integrated Advisors Network LLC 990.00%0.06%0.11%Q2 2020Q2 202210
Berkeley Capital Partners, LLC 820.12%0.26%0.48%Q1 2019Q3 202110
Proficio Capital Partners LLC 820.03%0.05%0.09%Q1 2019Q3 202310
Sovereign Financial Group, Inc. 820.08%0.27%0.65%Q4 2020Q2 202310
Clarius Group, LLC 990.02%0.04%0.06%Q3 2020Q3 20229
Point72 Hong Kong Ltd 710.01%0.11%0.38%Q2 2019Q2 20229
Watchman Group, Inc. 990.22%1.62%2.25%Q1 2020Q1 20229
Johnson Midwest Financial, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Westover Capital Advisors, LLC 990.07%0.24%0.41%Q1 2020Q1 20229
GRIFFIN ASSET MANAGEMENT, INC. 630.02%0.04%0.06%Q3 2020Q2 20239
Capital Asset Advisory Services LLC 990.03%0.11%0.21%Q4 2019Q4 20219
Abbrea Capital, LLC 990.03%0.10%0.15%Q2 2020Q2 20229
SYMMETRY PEAK MANAGEMENT LLC 310.05%0.40%1.04%Q1 2019Q2 20239
Winslow, Evans & Crocker, Inc. 540.01%0.04%0.18%Q2 2018Q4 20209
EDMOND DE ROTHSCHILD HOLDING S.A. 990.00%0.02%0.06%Q3 2020Q3 20229
NORTHEAST INVESTMENT MANAGEMENT 990.04%0.11%0.15%Q1 2020Q1 20229
IBM Retirement Fund 990.05%0.09%0.12%Q1 2020Q1 20229
McClarren Financial Advisors, Inc. 630.00%0.00%0.00%Q4 2020Q1 20239
EXANE DERIVATIVES 990.01%0.10%0.26%Q2 2020Q2 20229
MEANS INVESTMENT CO., INC. 990.05%0.15%0.21%Q1 2020Q1 20229
Resolute Advisors LLC 990.04%0.24%1.01%Q4 2020Q4 20229
Integrated Wealth Concepts LLC 990.01%0.01%0.02%Q3 2021Q3 20239
CSat Investment Advisory, L.P. 990.30%0.42%0.62%Q3 2018Q3 20209
REGIONS FINANCIAL CORP 720.00%0.01%0.02%Q2 2021Q3 20239
ALLSTATE CORP 810.01%0.02%0.03%Q2 2020Q4 20229
Caption Management, LLC 510.01%0.06%0.13%Q4 2019Q1 20239
DOHENY ASSET MANAGEMENT /CA 990.49%0.91%1.25%Q4 2019Q4 20219
Maven Securities LTD 310.01%0.22%0.70%Q1 2019Q3 20229
BI Asset Management Fondsmaeglerselskab A/S 410.00%0.02%0.07%Q2 2020Q3 20239
SIT INVESTMENT ASSOCIATES INC 990.00%0.08%0.14%Q4 2020Q4 20229
Winch Advisory Services, LLC 510.00%0.00%0.01%Q2 2019Q1 20229
Stonebridge Capital Advisors LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Ridgewood Investments LLC 720.15%0.26%0.55%Q2 2021Q3 20239
Kessler Investment Group, LLC 710.01%2.36%3.88%Q2 2020Q3 20239
Bridgecreek Investment Management, LLC 990.18%1.00%1.41%Q1 2020Q1 20229
BOENNING & SCATTERGOOD, INC. 990.05%0.18%0.34%Q4 2020Q4 20229
Select Equity Group, L.P. 720.09%0.35%1.62%Q2 2020Q3 20239
Bartlett & Co. LLC 420.00%0.00%0.00%Q2 2021Q4 20239
JANICZEK WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q4 2020Q3 20239
CIBC WORLD MARKETS CORP 990.00%0.02%0.08%Q2 2020Q2 20229
Corient Capital Partners, LLC 810.01%0.06%0.15%Q2 2020Q3 20229
WEBSTER BANK, N. A. 990.00%0.00%0.01%Q3 2020Q3 20229
Princeton Portfolio Strategies Group LLC 990.07%0.32%0.53%Q2 2019Q2 20219
SteelPeak Wealth, LLC 880.01%0.05%0.10%Q2 2020Q1 20229
LOOMIS SAYLES & CO L P 720.00%0.00%0.00%Q4 2020Q3 20239
New England Investment & Retirement Group, Inc. 630.25%0.39%0.55%Q4 2018Q3 20219
Venturi Wealth Management, LLC 990.04%0.09%0.24%Q3 2021Q3 20239
TBH Global Asset Management, LLC 990.12%0.26%0.39%Q4 2019Q4 20219
U.S. Capital Wealth Advisors, LLC 990.02%0.04%0.09%Q3 2021Q3 20239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 990.00%0.01%0.02%Q2 2020Q2 20229
CLEAR STREET MARKETS LLC 210.00%0.11%0.80%Q1 2022Q3 20239
AIGEN INVESTMENT MANAGEMENT, LP 510.01%0.31%0.88%Q4 2019Q3 20229
ROPES WEALTH ADVISORS LLC 810.00%0.22%0.41%Q2 2019Q3 20239
Tarbox Family Office, Inc. 990.00%0.00%0.00%Q1 2020Q1 20229
PRUDENTIAL PLC 410.00%0.03%0.07%Q2 2020Q3 20239
World Asset Management Inc 990.01%0.05%0.08%Q3 2019Q3 20219
SHELTON CAPITAL MANAGEMENT 990.04%0.10%0.16%Q3 2020Q3 20229
PICTET ASSET MANAGEMENT LTD 990.00%0.01%0.02%Q2 2019Q2 20219
SANDERS MORRIS HARRIS LLC 710.06%0.65%1.38%Q4 2019Q3 20239
Kingsview Wealth Management, LLC 620.00%0.02%0.04%Q3 2020Q2 20239
Wealthfront Advisers LLC 990.00%0.00%0.01%Q2 2021Q2 20239
BESSEMER GROUP INC 310.00%0.00%0.00%Q2 2020Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
FINANCIAL COUNSELORS INC 990.04%0.09%0.14%Q1 2020Q1 20229
Essex LLC 990.12%0.40%1.09%Q3 2021Q3 20239
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 990.01%0.02%0.03%Q2 2020Q2 20229
ALGERT GLOBAL LLC 990.02%0.07%0.20%Q3 2021Q3 20239
EAGLE ASSET MANAGEMENT INC 990.21%0.49%0.67%Q1 2020Q1 20229
Crewe Advisors LLC 540.00%0.00%0.00%Q3 2020Q1 20239
CSS LLC/IL 620.01%0.02%0.08%Q1 2019Q3 20218
BAKER TILLY WEALTH MANAGEMENT, LLC 880.06%0.12%0.22%Q3 2021Q2 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.03%Q4 2021Q3 20238
Atika Capital Management LLC 710.73%1.33%2.46%Q2 2018Q3 20218
NewEdge Wealth, LLC 710.02%0.03%0.07%Q4 2020Q2 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.04%0.09%0.12%Q4 2019Q3 20218
9258 Wealth Management, LLC 880.07%0.19%0.35%Q2 2020Q1 20228
FRONTIER CAPITAL MANAGEMENT CO LLC 620.00%0.03%0.08%Q2 2018Q3 20238
CPWM, LLC 880.04%0.06%0.10%Q1 2020Q4 20218
Capital Advisors, Ltd. LLC 880.00%0.01%0.02%Q4 2021Q3 20238
WealthPLAN Partners, LLC 420.00%0.02%0.05%Q1 2020Q2 20238
Olympiad Research LP 620.08%0.23%0.55%Q2 2021Q2 20238
Polen Capital Management 880.01%1.05%1.33%Q4 2021Q3 20238
Fisher Asset Management, LLC 880.00%0.18%0.29%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Wealth Architects, LLC 880.04%0.06%0.07%Q2 2020Q1 20228
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.02%Q3 2021Q2 20238
Louisiana State Employees Retirement System 880.02%0.04%0.07%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.06%0.12%Q4 2021Q3 20238
OCCUDO QUANTITATIVE STRATEGIES LP 410.06%0.28%0.50%Q4 2020Q3 20238
Axiom Investment Management LLC 880.28%1.43%2.46%Q3 2019Q2 20218
FRED ALGER MANAGEMENT, LLC 710.00%0.03%0.06%Q3 2018Q4 20218
ACG Wealth 610.01%0.09%0.19%Q3 2019Q2 20228
PINNACLE ASSOCIATES LTD 880.01%0.02%0.08%Q4 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Laurion Capital Management LP 320.00%0.07%0.17%Q2 2018Q1 20218
Polar Asset Management Partners Inc. 330.01%0.07%0.19%Q2 2021Q4 20218
Bradley Mark J. 880.45%0.91%1.58%Q4 2020Q3 20228
Desjardins Global Asset Management Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Covestor Ltd 880.01%0.02%0.06%Q4 2021Q3 20238
Performa Ltd (US), LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.20%0.27%0.38%Q4 2021Q3 20238
MBM Wealth Consultants, LLC 710.00%0.09%0.74%Q4 2018Q1 20228
FIRST HAWAIIAN BANK 710.00%0.04%0.09%Q4 2018Q4 20218
J.W. COLE ADVISORS, INC. 710.02%0.06%0.14%Q3 2020Q1 20238
Teilinger Capital Ltd. 310.00%0.31%1.77%Q1 2021Q2 20228
Financial Partners Group, Inc 880.05%0.08%0.16%Q3 2021Q2 20238
Ameritas Advisory Services, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
CAT ROCK CAPITAL MANAGEMENT LP 881.45%2.34%3.49%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.01%0.02%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
HARVEST VOLATILITY MANAGEMENT LLC 880.00%0.09%0.15%Q4 2020Q3 20228
Alkeon Capital Management 320.01%0.28%0.44%Q2 2020Q3 20228
Horan Securities, Inc. 710.00%0.00%0.00%Q2 2021Q2 20238
Rise Advisors, LLC 880.02%0.04%0.08%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.00%0.00%Q4 2021Q3 20238
Diversified Trust Co 420.01%0.01%0.02%Q3 2020Q4 20238
Filament LLC 880.78%1.94%3.41%Q4 2018Q3 20208
DUBUQUE BANK & TRUST CO 880.06%0.10%0.16%Q4 2019Q3 20218
FourThought Financial, LLC 880.00%0.12%0.32%Q4 2020Q3 20228
PIN OAK INVESTMENT ADVISORS INC 710.01%0.02%0.03%Q4 2020Q2 20238
JT Stratford LLC 880.09%0.41%0.83%Q3 2020Q2 20228
WoodTrust Financial Corp 530.05%0.11%0.19%Q2 2020Q2 20228
ICONIQ Capital, LLC 880.56%1.85%4.15%Q2 2018Q1 20208
City State Bank 880.01%0.04%0.07%Q4 2021Q3 20238
Paragon Advisors, LLC 880.23%0.70%1.04%Q1 2020Q4 20218
CenterStar Asset Management, LLC 310.00%0.16%0.54%Q2 2019Q4 20228
NuWave Investment Management, LLC 530.03%0.59%1.39%Q3 2020Q3 20228
Quent Capital, LLC 880.00%0.03%0.10%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Castleview Partners, LLC 880.00%0.09%0.16%Q4 2021Q3 20238
Quantinno Capital Management LP 710.10%0.20%0.32%Q3 2019Q3 20238
USCA RIA LLC 880.05%0.17%0.28%Q3 2019Q2 20218
Wealth Alliance 880.05%0.10%0.18%Q1 2020Q4 20218
JCIC Asset Management Inc. 880.00%0.00%0.00%Q1 2021Q4 20228
COOKSON PEIRCE & CO INC 710.03%2.03%4.44%Q1 2019Q3 20218
VALLEY NATIONAL ADVISERS INC 320.00%0.01%0.01%Q4 2020Q3 20238
HOWE & RUSLING INC 880.00%0.00%0.00%Q3 2020Q2 20228
IMA Wealth, Inc. 880.11%0.35%0.74%Q4 2021Q3 20238
Bain Capital Public Equity Management II, LLC 882.11%13.04%21.50%Q2 2019Q1 20218
360 Financial, Inc. 880.14%0.26%0.36%Q2 2020Q1 20228
Point72 Asset Management, L.P. 610.00%0.05%0.16%Q1 2020Q1 20238
Bayesian Capital Management, LP 310.04%0.27%0.61%Q2 2018Q2 20238
Washington Trust Advisors, Inc. 880.11%0.16%0.27%Q4 2021Q3 20238
LINCOLN NATIONAL CORP 710.01%0.01%0.02%Q3 2020Q1 20238
Meridian Wealth Management, LLC 710.03%0.40%0.75%Q2 2020Q2 20238
Caprock Group, LLC 880.03%0.04%0.06%Q2 2020Q1 20228
Capital International Investors 880.01%0.03%0.07%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
BERKSHIRE CAPITAL HOLDINGS INC 880.00%0.67%2.73%Q2 2020Q1 20228
Claraphi Advisory Network, LLC 880.05%0.25%0.54%Q1 2020Q4 20218
Dynamic Advisor Solutions LLC 880.02%0.05%0.07%Q2 2020Q1 20228
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BOOTHBAY FUND MANAGEMENT, LLC 410.00%0.02%0.04%Q3 2020Q2 20238
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 880.01%0.08%0.15%Q2 2019Q1 20218
Knights of Columbus Asset Advisors LLC 880.01%0.03%0.10%Q4 2021Q3 20238
Siemens Fonds Invest GmbH 880.02%0.03%0.06%Q3 2021Q2 20238
Garner Asset Management Corp 880.08%0.19%0.26%Q2 2020Q1 20228
Financial Gravity Asset Management, Inc. 410.00%0.01%0.01%Q2 2018Q2 20238
Arkadios Wealth Advisors 880.02%0.04%0.08%Q4 2019Q3 20218
Joel Isaacson & Co., LLC 880.02%0.05%0.07%Q1 2020Q4 20218
Parkwood LLC 530.02%0.11%0.48%Q2 2021Q3 20238
Elite Wealth Management, Inc. 880.03%0.10%0.20%Q3 2020Q2 20228
Cornerstone Advisors, Inc. 880.01%0.03%0.06%Q4 2018Q3 20208
Cable Hill Partners, LLC 620.01%0.09%0.21%Q4 2018Q1 20228
Redmond Asset Management, LLC 880.13%0.19%0.30%Q4 2021Q3 20238
Shearwater Capital LLC 884.35%7.80%14.92%Q4 2021Q3 20238
TFC Financial Management, Inc. 880.00%0.03%0.06%Q3 2020Q2 20228
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
Barbara Oil Co. 710.14%0.26%0.33%Q3 2018Q4 20218
HBK Sorce Advisory LLC 620.02%0.03%0.04%Q4 2019Q4 20218
HHM Wealth Advisors, LLC 880.00%0.02%0.04%Q4 2020Q3 20228
Oxler Private Wealth LLC 880.06%0.26%0.47%Q4 2020Q3 20228
AJ WEALTH STRATEGIES, LLC 880.01%0.03%0.05%Q2 2020Q1 20228
IMC-Chicago, LLC 510.00%0.02%0.08%Q1 2020Q1 20228
Tredje AP-fonden 440.01%0.03%0.08%Q3 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
AGF INVESTMENTS INC. 510.00%0.27%1.03%Q1 2019Q4 20218
MERITAGE PORTFOLIO MANAGEMENT 880.02%0.04%0.05%Q2 2020Q1 20228
Northeast Financial Consultants Inc 710.02%0.05%0.11%Q1 2021Q1 20238
CIGNA INVESTMENTS INC /NEW 880.02%0.03%0.04%Q2 2020Q1 20228
Regal Wealth Group, Inc. 880.02%0.05%0.08%Q2 2019Q1 20218
Annapolis Financial Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Core Alternative Capital 880.00%0.00%0.00%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.02%0.03%Q4 2021Q3 20238
Private Portfolio Partners LLC 880.05%0.10%0.13%Q2 2020Q1 20228
PARSONS CAPITAL MANAGEMENT INC/RI 880.05%0.09%0.11%Q1 2020Q4 20218
Grandview Asset Management LLC 530.13%0.58%1.07%Q2 2020Q2 20228
NN Investment Partners Holdings N.V. 880.02%0.04%0.05%Q2 2020Q1 20228
IRON Financial LLC 770.19%0.36%0.58%Q2 2019Q4 20207
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
Perigon Wealth Management, LLC 770.02%0.04%0.05%Q3 2020Q1 20227
Adero Partners, LLC 520.05%0.19%0.34%Q2 2020Q1 20227
Aperio Group, LLC 770.00%0.02%0.05%Q2 2019Q4 20207
NORTHSTAR ASSET MANAGEMENT LLC 770.05%0.10%0.12%Q2 2020Q4 20217
Three Bridge Wealth Advisors, LLC 770.51%0.76%0.88%Q1 2022Q3 20237
1832 Asset Management L.P. 410.00%0.35%0.68%Q4 2019Q3 20227
Truvvo Partners LLC 770.19%0.34%0.43%Q1 2020Q3 20217
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
CTC LLC 610.00%0.00%0.00%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.02%Q4 2021Q2 20237
WASHBURN CAPITAL MANAGEMENT, INC. 770.14%0.78%1.27%Q2 2020Q4 20217
OSSIAM 410.00%0.06%0.32%Q2 2020Q2 20237
Copperwynd Financial, LLC 770.15%0.19%0.25%Q1 2022Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 610.36%1.72%5.82%Q4 2019Q3 20217
Tyler-Stone Wealth Management 520.01%0.01%0.02%Q4 2021Q3 20237
CAXTON ASSOCIATES LP 610.04%0.42%1.16%Q1 2020Q3 20237
Geneva Partners, LLC 770.85%1.68%2.72%Q1 2020Q3 20217
HARVEY CAPITAL MANAGEMENT INC 770.08%0.14%0.26%Q2 2020Q4 20217
Firestone Capital Management 770.02%0.04%0.05%Q1 2020Q3 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
ING GROEP NV 410.00%0.06%0.33%Q3 2019Q3 20237
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2020Q4 20217
Tower View Wealth Management LLC 770.67%0.81%0.93%Q2 2020Q4 20217
Capital Advisory Group Advisory Services, LLC 610.01%0.25%0.38%Q2 2020Q1 20227
MARIETTA INVESTMENT PARTNERS LLC 770.06%0.28%0.42%Q2 2020Q4 20217
RATIONAL ADVISORS LLC 610.09%0.42%1.00%Q3 2019Q3 20217
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.00%Q2 2020Q3 20237
Faithward Advisors, LLC 610.36%0.82%1.29%Q3 2020Q2 20227
Capula Management Ltd 210.00%0.05%0.21%Q2 2021Q3 20237
Tennessee Valley Asset Management Partners 430.07%0.17%0.23%Q2 2020Q1 20227
Sowell Financial Services LLC 770.00%0.02%0.03%Q3 2019Q1 20217
Norinchukin Bank, The 770.00%0.01%0.01%Q3 2020Q1 20227
Ameritas Investment Company, LLC 310.01%0.12%0.24%Q1 2019Q3 20217
Ergoteles LLC 310.02%0.39%1.19%Q4 2020Q2 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Symmetry Partners, LLC 770.03%0.05%0.06%Q2 2020Q4 20217
FIDUCIARY TRUST CO 770.01%0.01%0.01%Q2 2020Q4 20217
KB FINANCIAL PARTNERS, LLC 320.01%0.02%0.07%Q1 2021Q3 20237
Burleson & Company, LLC 610.00%0.12%0.80%Q3 2020Q2 20227
IAG Wealth Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
MACROVIEW INVESTMENT MANAGEMENT LLC 770.01%0.01%0.02%Q1 2022Q3 20237
MPS Loria Financial Planners, LLC 610.08%0.12%0.20%Q4 2018Q3 20217
Edge Wealth Management LLC 770.48%2.37%3.55%Q4 2018Q2 20207
THOMAS STORY & SON LLC 770.61%0.91%1.36%Q3 2020Q1 20227
Spyglass Capital Management LLC 774.04%4.83%6.19%Q4 2018Q2 20207
SHINE INVESTMENT ADVISORY SERVICES INC 770.03%0.07%0.11%Q1 2019Q3 20207
Capital Analysts, LLC 510.00%0.00%0.01%Q3 2020Q3 20237
BlueCrest Capital Management Ltd 510.01%0.07%0.13%Q3 2018Q4 20217
ASSETMARK, INC 510.00%0.00%0.01%Q1 2019Q3 20227
PIEDMONT INVESTMENT ADVISORS INC 610.01%0.02%0.05%Q2 2018Q1 20207
Tuscan Ridge Asset Management LLC 330.04%0.28%0.60%Q1 2019Q3 20197
Private Ocean, LLC 520.00%0.00%0.00%Q3 2021Q2 20237
ZACKS INVESTMENT MANAGEMENT 520.01%0.05%0.12%Q2 2021Q1 20237
TRUE Private Wealth Advisors 770.00%0.04%0.07%Q1 2020Q3 20217
JENNISON ASSOCIATES LLC 610.00%0.39%0.96%Q2 2020Q2 20227
OAK RIDGE INVESTMENTS LLC 770.05%0.08%0.10%Q2 2020Q4 20217
People's United Financial, Inc. 770.01%0.03%0.06%Q2 2020Q4 20217
LITTLE HOUSE CAPITAL LLC 610.12%0.23%0.38%Q1 2019Q4 20207
Costello Asset Management, INC 610.00%0.00%0.01%Q4 2020Q1 20237
PRIMECAP MANAGEMENT CO/CA/ 770.00%0.00%0.01%Q4 2020Q2 20227
Realta Investment Advisors 770.05%0.23%0.41%Q3 2020Q1 20227
B & T Capital Management DBA Alpha Capital Management 770.06%0.16%0.29%Q3 2020Q1 20227
Holocene Advisors, LP 410.13%0.35%0.63%Q1 2019Q4 20227
Jacobi Capital Management LLC 770.00%0.01%0.01%Q1 2020Q3 20217
PINNACLE FINANCIAL PARTNERS INC 510.00%0.00%0.00%Q1 2019Q3 20227
Voya Financial Advisors, Inc. 770.01%0.04%0.07%Q3 2019Q1 20217
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 210.02%0.42%1.42%Q3 2021Q2 20227
Grove Bank & Trust 770.01%0.07%0.10%Q1 2022Q3 20237
Granite Bay Wealth Management, LLC 610.11%0.22%0.40%Q4 2021Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.03%0.06%0.08%Q3 2020Q1 20227
AllSquare Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Advisor Group, Inc. 770.00%0.01%0.03%Q2 2018Q4 20197
Teamwork Financial Advisors, LLC 770.09%0.47%0.67%Q2 2020Q4 20217
DUALITY ADVISERS, LP 410.12%0.20%0.36%Q4 2020Q3 20237
FCF Advisors LLC 610.16%0.30%0.62%Q1 2022Q4 20237
Vectors Research Management, LLC 770.00%0.00%0.01%Q2 2020Q4 20217
ROCKY MOUNTAIN ADVISERS, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q4 2021Q2 20237
Foundations Investment Advisors, LLC 610.01%0.02%0.02%Q2 2021Q1 20237
Octavia Wealth Advisors, LLC 770.06%0.11%0.20%Q1 2021Q3 20227
Rodgers Brothers Inc. 770.05%0.06%0.07%Q1 2022Q3 20237
BENJAMIN EDWARDS INC 770.00%0.03%0.09%Q4 2021Q2 20237
Arthedge Capital Management, LLC 772.47%4.57%7.21%Q4 2020Q2 20227
Inspire Advisors, LLC 610.02%0.06%0.07%Q4 2020Q3 20237
Advocacy Wealth Management Services, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
SILVERHAWK ASSET MANAGEMENT, LLC 770.18%0.27%0.52%Q4 2021Q2 20237
Addison Advisors LLC 770.00%0.00%0.01%Q1 2022Q3 20237
JACOBS LEVY EQUITY MANAGEMENT, INC 770.02%0.28%0.42%Q1 2022Q3 20237
RMB Capital Management, LLC 770.02%0.06%0.09%Q3 2020Q1 20227
Crestwood Advisors Group, LLC 770.01%0.02%0.02%Q2 2020Q4 20217
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
EMC Capital Management 770.08%0.11%0.15%Q1 2022Q3 20237
MOSELEY INVESTMENT MANAGEMENT INC 770.23%0.39%0.56%Q3 2020Q1 20227
STEPH & CO 770.02%0.04%0.06%Q3 2020Q1 20227
XTX Topco Ltd 320.08%0.28%0.60%Q1 2021Q3 20237
AM INVESTMENT STRATEGIES LLC 770.06%0.10%0.20%Q3 2020Q1 20227
Carnegie Capital Asset Management, LLC 770.01%0.05%0.07%Q3 2020Q1 20227
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Segment Wealth Management, LLC 770.05%0.14%0.18%Q3 2020Q1 20227
Precision Wealth Strategies, LLC 770.30%0.33%0.39%Q4 2020Q2 20227
Icon Wealth Partners, LLC 520.03%0.12%0.24%Q2 2021Q2 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.02%0.10%0.22%Q3 2018Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
Twin Lakes Capital Management, LLC 520.10%0.49%1.32%Q4 2021Q3 20237
Voit & Company, LLC 520.26%0.43%0.70%Q4 2018Q3 20207
GM Advisory Group, LLC 770.18%0.38%0.64%Q1 2020Q3 20217
Matrix Capital Management Company, LP 771.60%2.98%3.85%Q2 2019Q4 20207
LMR Partners LLP 310.01%0.04%0.13%Q2 2020Q4 20227
Stanley-Laman Group, Ltd. 520.08%0.78%1.22%Q2 2021Q1 20237
CULLEN/FROST BANKERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Morse Asset Management, Inc 660.16%0.45%0.77%Q4 2019Q1 20216
ARTHUR M. COHEN & ASSOCIATES, LLC 660.10%0.16%0.18%Q3 2020Q4 20216
PFS Partners, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Sciencast Management LP 210.15%0.29%0.43%Q1 2019Q1 20236
F3Logic, LLC 660.01%0.06%0.08%Q2 2020Q3 20216
Cornerstone Capital, Inc. 660.02%0.10%0.16%Q3 2020Q4 20216
Old North State Trust, LLC 510.00%0.01%0.01%Q4 2020Q3 20226
Lombard Odier Asset Management (USA) Corp 310.01%0.33%0.72%Q2 2020Q4 20216
IndexIQ Advisors LLC 660.02%0.11%0.16%Q4 2020Q1 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Schechter Investment Advisors, LLC 330.02%0.04%0.09%Q4 2021Q2 20236
WINTON GROUP Ltd 310.01%0.02%0.04%Q4 2019Q3 20236
SEVEN EIGHT CAPITAL, LP 210.01%0.38%1.09%Q2 2018Q3 20236
ENTERPRISE FINANCIAL SERVICES CORP 660.00%0.00%0.01%Q1 2020Q2 20216
Parcion Private Wealth LLC 420.28%0.53%0.75%Q1 2021Q3 20226
WESTWOOD MANAGEMENT CORP /IL/ 660.61%0.99%1.38%Q4 2020Q1 20226
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.01%0.01%Q3 2018Q2 20236
GROUP ONE TRADING, L.P. 410.00%0.01%0.02%Q4 2018Q3 20236
SCGE MANAGEMENT, L.P. 662.23%2.82%3.29%Q2 2020Q3 20216
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Americana Partners, LLC 510.04%0.07%0.16%Q1 2022Q3 20236
Pacific Wealth Strategies Group, Inc. 660.52%0.83%1.10%Q3 2020Q4 20216
NWAM LLC 660.02%0.05%0.07%Q4 2020Q1 20226
Riverview Trust Co 660.01%0.02%0.03%Q1 2022Q2 20236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.00%0.11%0.16%Q2 2018Q3 20216
Avondale Wealth Management 510.01%0.04%0.06%Q3 2020Q1 20226
Koshinski Asset Management, Inc. 420.02%0.03%0.04%Q3 2020Q1 20226
OAKMONT Corp 660.02%0.03%0.03%Q2 2020Q3 20216
Annex Advisory Services, LLC 510.02%0.09%0.14%Q4 2020Q2 20226
Fulcrum Asset Management LLP 310.25%0.36%0.49%Q2 2020Q1 20226
Quantamental Technologies LLC 310.12%0.39%0.51%Q2 2021Q2 20236
HOHIMER WEALTH MANAGEMENT, LLC 420.05%0.17%0.28%Q4 2019Q3 20216
DOWLING & YAHNKE LLC 660.05%0.11%0.17%Q3 2018Q4 20196
Laurel Wealth Advisors, Inc. 510.03%0.05%0.07%Q2 2021Q4 20226
Sargent Bickham Lagudis LLC 310.00%0.00%0.00%Q3 2018Q2 20226
Pinpoint Asset Management Ltd 510.53%1.76%6.23%Q1 2022Q3 20236
Castle Rock Wealth Management, LLC 660.41%0.47%0.60%Q2 2020Q3 20216
PARADIGM ASSET MANAGEMENT CO LLC 660.03%0.07%0.10%Q4 2020Q1 20226
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.02%0.02%Q2 2022Q3 20236
JUPITER ASSET MANAGEMENT LTD 330.01%0.18%0.62%Q2 2020Q3 20236
BALASA DINVERNO & FOLTZ LLC 660.02%0.04%0.08%Q2 2020Q3 20216
Altshuler Shaham Ltd 660.00%0.00%0.01%Q4 2019Q1 20216
Sloy Dahl & Holst, LLC 420.07%0.14%0.23%Q2 2020Q4 20216
Bryn Mawr Capital Management, LLC 660.03%0.09%0.14%Q1 2022Q2 20236
Avion Wealth 310.00%0.01%0.01%Q4 2020Q3 20236
Atlas Private Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
Total Clarity Wealth Management, Inc. 210.00%0.17%0.81%Q4 2019Q2 20226
LifePro Asset Management 420.07%3.29%5.92%Q2 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Royal Fund Management, LLC 330.01%0.19%0.25%Q1 2023Q3 20236
Joseph P. Lucia & Associates, LLC 420.00%0.01%0.03%Q4 2020Q2 20226
Clear Creek Financial Management, LLC 660.04%0.17%0.48%Q4 2021Q1 20236
Main Street Research LLC 660.28%0.89%1.10%Q3 2020Q4 20216
ADELL HARRIMAN & CARPENTER INC 660.18%0.37%0.56%Q3 2020Q4 20216
SYNOVUS FINANCIAL CORP 420.00%0.00%0.01%Q1 2020Q3 20216
Foster Victor Wealth Advisors, LLC 440.02%0.04%0.05%Q3 2020Q2 20216
PDS Planning, Inc 660.06%0.08%0.10%Q2 2020Q3 20216
ALPS ADVISORS INC 660.00%0.01%0.01%Q2 2022Q3 20236
TCG Advisory Services, LLC 210.00%0.55%2.90%Q4 2020Q4 20226
Alyeska Investment Group, L.P. 410.04%0.19%0.51%Q3 2018Q1 20226
Squar Milner Financial Services LLC 420.00%0.05%0.17%Q3 2018Q1 20206
Azimuth Capital Management LLC 660.01%0.02%0.02%Q2 2020Q3 20216
Lee Financial Co 510.00%0.00%0.00%Q3 2021Q3 20236
SYMPHONY ASSET MANAGEMENT LLC 510.05%0.11%0.32%Q3 2018Q1 20206
HIGHLAND CAPITAL MANAGEMENT, LLC 660.05%0.10%0.14%Q3 2020Q4 20216
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.12%0.17%Q3 2018Q4 20196
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q4 2020Q2 20226
Delos Wealth Advisors, LLC 660.00%0.01%0.02%Q2 2021Q3 20226
AMI ASSET MANAGEMENT CORP 660.59%0.96%1.52%Q3 2020Q4 20216
ARROW FINANCIAL CORP 660.00%0.00%0.01%Q3 2021Q4 20226
Eudaimonia Partners, LLC 660.01%0.17%0.21%Q2 2020Q3 20216
Chicago Partners Investment Group LLC 660.03%0.04%0.05%Q2 2020Q3 20216
Veracity Capital LLC 660.08%0.14%0.18%Q2 2020Q3 20216
Verdence Capital Advisors LLC 660.05%0.08%0.11%Q2 2020Q3 20216
Householder Group Estate & Retirement Specialist, LLC 410.00%0.18%0.53%Q4 2021Q3 20236
Optimal Asset Management, Inc. 660.11%0.32%0.48%Q2 2020Q3 20216
FOX RUN MANAGEMENT, L.L.C. 410.15%0.30%0.43%Q4 2020Q3 20236
HighMark Wealth Management LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Orion Capital Management LLC 550.08%1.17%1.66%Q4 2020Q4 20216
Psagot Value Holdings Ltd. / (Israel) 510.00%0.00%0.01%Q3 2021Q3 20236
Congress Park Capital LLC 660.11%0.54%0.81%Q4 2020Q1 20226
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.01%Q2 2021Q2 20236
MAPLELANE CAPITAL, LLC 210.00%0.41%1.52%Q3 2018Q1 20226
MEITAV INVESTMENT HOUSE LTD 660.02%0.02%0.03%Q2 2019Q3 20206
HBK INVESTMENTS L P 310.01%0.03%0.08%Q2 2018Q4 20216
Crossmark Global Holdings, Inc. 660.01%0.01%0.01%Q2 2020Q3 20216
Anchor Investment Management, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
StoneX Group Inc. 660.02%0.05%0.07%Q3 2020Q4 20216
Greenwich Wealth Management LLC 660.16%0.38%0.55%Q2 2022Q3 20236
TWINBEECH CAPITAL LP 210.14%0.41%0.67%Q4 2019Q3 20236
BECK CAPITAL MANAGEMENT, LLC 220.07%0.15%0.20%Q2 2020Q3 20236
Altman Advisors, Inc. 660.30%1.04%2.32%Q3 2020Q4 20216
Wealth Management Partners, LLC 660.22%0.49%0.65%Q4 2020Q1 20226
Westbourne Investment Advisors, Inc. 660.79%0.83%0.88%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
GREAT LAKES ADVISORS, LLC 420.00%0.13%0.47%Q1 2020Q3 20216
Polar Capital Holdings Plc 660.07%0.38%0.69%Q4 2020Q1 20226
FIRST NATIONAL BANK OF OMAHA 660.02%0.02%0.02%Q2 2020Q3 20216
Bouvel Investment Partners, LLC 660.48%1.12%1.69%Q1 2021Q2 20226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 420.03%0.17%0.34%Q3 2020Q3 20226
CX Institutional 510.00%0.00%0.01%Q3 2020Q2 20226
YALE UNIVERSITY 310.24%6.18%24.66%Q4 2018Q4 20216
Prestige Wealth Management Group LLC 660.00%0.03%0.07%Q3 2020Q4 20216
CARILLON TOWER ADVISERS, INC. 660.19%0.40%0.71%Q3 2019Q4 20206
Clarus Group, Inc. 510.19%0.22%0.26%Q4 2020Q1 20236
Activest Wealth Management 410.01%0.01%0.01%Q3 2021Q3 20236
PDT Partners, LLC 310.03%0.08%0.12%Q2 2021Q3 20236
Carroll Financial Associates, Inc. 420.00%0.01%0.02%Q2 2020Q4 20216
COMPASS FINANCIAL ADVISORS LLC 660.43%0.54%0.68%Q4 2021Q1 20236
China Universal Asset Management Co., Ltd. 660.20%0.27%0.38%Q4 2021Q1 20236
Eventide Asset Management 550.01%0.02%0.02%Q3 2020Q3 20215
PATRON PARTNERS, LLC 550.16%0.29%0.35%Q4 2020Q4 20215
First Pacific Advisors, LP 550.00%0.00%0.00%Q3 2020Q3 20215
NumerixS Investment Technologies Inc 320.06%0.15%0.22%Q4 2018Q1 20205
EQUITABLE TRUST CO 550.02%0.10%0.18%Q4 2021Q4 20225
Frank, Rimerman Advisors LLC 410.09%0.10%0.12%Q4 2020Q1 20225
CHASE INVESTMENT COUNSEL CORP 551.04%1.94%2.56%Q1 2020Q1 20215
MOODY NATIONAL BANK TRUST DIVISION 550.01%0.08%0.14%Q1 2021Q1 20225
Retirement Group, LLC 410.00%0.01%0.02%Q3 2020Q2 20235
Williams Jones Wealth Management, LLC. 550.00%0.01%0.01%Q2 2020Q2 20215
DC Investments Management, LLC 410.34%0.43%0.51%Q2 2018Q3 20235
Quilter Plc 550.01%0.02%0.02%Q3 2020Q3 20215
KORNITZER CAPITAL MANAGEMENT INC /KS 550.02%0.19%0.48%Q2 2020Q2 20215
VAN ECK ASSOCIATES CORP 550.00%0.00%0.01%Q2 2021Q2 20225
HOLDERNESS INVESTMENTS CO 550.06%0.09%0.12%Q4 2020Q4 20215
PACES FERRY WEALTH ADVISORS, LLC 550.20%0.29%0.36%Q3 2020Q3 20215
CANANDAIGUA NATIONAL CORP 550.05%0.10%0.17%Q4 2021Q4 20225
BRIDGEWAY CAPITAL MANAGEMENT, LLC 410.01%0.02%0.03%Q4 2019Q4 20215
FLOSSBACH VON STORCH AG 550.01%0.61%1.16%Q4 2021Q4 20225
THOROUGHBRED FINANCIAL SERVICES, LLC 550.03%0.21%0.35%Q1 2021Q1 20225
Paradiem, LLC 550.40%0.61%0.77%Q2 2021Q2 20225
BP PLC 550.04%0.07%0.10%Q2 2020Q2 20215
VIVID FINANCIAL MANAGEMENT, INC. 550.16%0.23%0.30%Q3 2020Q3 20215
Synergy Financial Group, LTD 410.33%0.84%1.20%Q4 2021Q1 20235
MUFG Americas Holdings Corp 410.00%0.00%0.00%Q2 2021Q3 20225
Brinker Capital Investments, LLC 410.00%0.01%0.02%Q3 2020Q4 20215
Strategic Asset Management, LLC 550.01%0.02%0.03%Q3 2021Q3 20225
REILLY FINANCIAL ADVISORS, LLC 410.00%0.02%0.04%Q1 2020Q4 20215
Sitrin Capital Management LLC 552.60%3.04%3.30%Q3 2020Q3 20215
MOORE CAPITAL MANAGEMENT, LP 410.12%0.42%0.77%Q3 2018Q4 20205
CAPITAL INTERNATIONAL LTD /CA/ 550.20%0.27%0.36%Q4 2020Q4 20215
Jump Financial, LLC 410.01%0.15%0.40%Q2 2021Q2 20235
AMERICAN NATIONAL INSURANCE CO 550.10%0.17%0.23%Q1 2021Q1 20225
FORA Capital, LLC 210.03%0.40%1.00%Q4 2019Q3 20225
Peregrine Asset Advisers, Inc. 110.28%0.82%1.23%Q2 2018Q4 20215
HARBOR CAPITAL ADVISORS, INC. 550.06%0.10%0.21%Q4 2021Q4 20225
Jaffetilchin Investment Partners, LLC 410.03%0.06%0.11%Q2 2020Q3 20215
WD RUTHERFORD LLC 550.00%0.21%0.51%Q4 2020Q4 20215
Visionary Wealth Advisors 550.02%0.03%0.03%Q1 2021Q1 20225
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 410.05%0.12%0.20%Q3 2018Q1 20215
Essex Financial Services, Inc. 550.03%0.04%0.05%Q1 2021Q1 20225
Tairen Capital Ltd 410.03%0.65%1.27%Q1 2020Q1 20225
HANSEATIC MANAGEMENT SERVICES INC 550.30%0.73%1.09%Q1 2020Q1 20215
Sylebra Capital Ltd 320.27%1.05%1.96%Q3 2018Q4 20215
MONEY CONCEPTS CAPITAL CORP 410.00%0.01%0.03%Q4 2020Q4 20225
BERKSHIRE ASSET MANAGEMENT LLC/PA 550.03%0.04%0.05%Q1 2021Q1 20225
Elmwood Wealth Management, Inc. 210.00%0.01%0.05%Q2 2020Q4 20215
Roberts Wealth Advisors, LLC 550.34%0.57%1.04%Q3 2021Q3 20225
Parisi Gray Wealth Management 550.14%0.17%0.19%Q3 2020Q3 20215
DIKER MANAGEMENT LLC 410.34%2.39%5.12%Q4 2018Q1 20205
Nicholas Investment Partners, LP 320.04%0.16%0.38%Q3 2018Q3 20215
Moser Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Scott & Selber, Inc. 550.81%1.15%1.35%Q1 2020Q1 20215
Sierra Capital LLC 550.01%0.01%0.02%Q4 2021Q4 20225
Sequoia Financial Advisors, LLC 550.01%0.02%0.03%Q2 2020Q2 20215
Psagot Value Holdings Ltd. 550.00%0.01%0.01%Q3 2020Q3 20215
FOUNDERS FINANCIAL SECURITIES LLC 550.06%0.12%0.17%Q2 2020Q2 20215
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
QVIDTVM Management LLC 550.14%6.81%8.96%Q3 2022Q3 20235
JAG CAPITAL MANAGEMENT, LLC 550.03%0.28%0.86%Q1 2021Q1 20225
Golden Green, Inc. 550.23%0.49%0.68%Q4 2020Q4 20215
Strategic Blueprint, LLC 310.03%0.09%0.18%Q1 2020Q1 20225
Gibson Wealth Advisors LLC 550.00%0.00%0.01%Q4 2021Q4 20225
GLOBEFLEX CAPITAL L P 320.00%0.19%0.35%Q4 2021Q3 20235
Bedell Frazier Investment Counselling, LLC 550.53%1.27%1.77%Q1 2021Q1 20225
IPG Investment Advisors LLC 210.05%0.08%0.11%Q4 2020Q3 20235
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2021Q2 20235
NAVELLIER & ASSOCIATES INC 551.09%1.23%1.43%Q2 2020Q2 20215
Redhawk Wealth Advisors, Inc. 410.08%0.16%0.21%Q2 2020Q3 20215
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 410.00%0.00%0.00%Q1 2020Q2 20225
Advisor Resource Council 550.04%0.17%0.39%Q2 2021Q2 20225
Evolutionary Tree Capital Management, LLC 551.34%1.60%2.07%Q1 2021Q1 20225
Alberta Investment Management Corp 310.00%0.01%0.02%Q2 2020Q3 20235
FIL Ltd 210.00%0.07%0.27%Q3 2018Q1 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q1 2022Q1 20235
KLK CAPITAL MANAGEMENT LLC 410.51%0.88%1.44%Q2 2021Q3 20225
RIVER GLOBAL INVESTORS LLP 550.27%0.34%0.42%Q3 2022Q3 20235
PFG Advisors 550.02%0.07%0.10%Q1 2021Q1 20225
Hexagon Capital Partners LLC 320.00%0.00%0.00%Q3 2020Q3 20225
SUMITOMO LIFE INSURANCE CO 550.01%0.03%0.04%Q4 2020Q4 20215
Merriman Wealth Management, LLC 550.07%0.09%0.12%Q4 2018Q4 20195
Goodwin Investment Advisory 550.00%0.00%0.00%Q4 2021Q4 20225
YorkBridge Wealth Partners, LLC 550.16%0.57%0.91%Q4 2021Q4 20225
BURNEY CO/ 320.01%0.14%0.27%Q2 2021Q3 20235
Van Hulzen Asset Management, LLC 550.10%0.18%0.25%Q2 2021Q2 20225
CHARTWELL INVESTMENT PARTNERS, LLC 320.02%0.05%0.07%Q2 2020Q3 20235
Capital International Sarl 550.03%0.05%0.09%Q4 2020Q4 20215
Bard Financial Services, Inc. 550.02%0.04%0.06%Q4 2020Q4 20215
COWBIRD CAPITAL LP 554.41%8.92%20.20%Q3 2019Q3 20205
Kingfisher Capital LLC 550.25%0.39%0.58%Q4 2018Q4 20195
Symphony Financial, Ltd. Co. 410.09%0.24%0.32%Q2 2020Q3 20215
State of Wyoming 550.01%0.03%0.11%Q1 2021Q1 20225
Ferris Capital, LLC 320.16%0.19%0.27%Q4 2020Q1 20225
Oder Investment Management, LLC 410.08%0.30%0.42%Q4 2020Q4 20225
Teza Capital Management LLC 210.05%0.09%0.14%Q3 2019Q2 20235
UNIO CAPITAL LLC 310.14%0.34%1.01%Q3 2020Q2 20235
CMT Capital Markets Trading GmbH 410.01%0.02%0.05%Q1 2021Q2 20225
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 550.09%0.11%0.12%Q3 2020Q3 20215
CLOVERFIELDS CAPITAL GROUP, LP 550.51%0.62%0.88%Q4 2020Q4 20215
AFT, FORSYTH & COMPANY, INC. 550.32%0.53%0.73%Q4 2020Q4 20215
Hudson Value Partners, LLC 550.24%0.44%0.62%Q1 2021Q1 20225
BERYLSON CAPITAL PARTNERS, LLC 211.00%2.09%4.12%Q3 2020Q3 20235
Xact Kapitalforvaltning AB 550.02%0.03%0.06%Q1 2019Q1 20205
ICA Group Wealth Management, LLC 320.02%0.03%0.06%Q1 2022Q2 20235
GFG Capital, LLC 410.06%0.11%0.14%Q2 2021Q3 20225
Highland Private Wealth Management 410.08%0.30%0.58%Q4 2018Q3 20225
Edge Capital Group, LLC 550.00%0.01%0.04%Q1 2022Q1 20235
Checchi Capital Advisers, LLC 550.04%0.11%0.17%Q1 2021Q1 20225
Covenant Asset Management, LLC 440.13%0.92%1.56%Q1 2021Q4 20215
Bridgewater Associates 320.00%0.01%0.03%Q2 2022Q3 20235
ARROWGRASS CAPITAL PARTNERS (US) LP 550.06%0.19%0.44%Q2 2018Q2 20195
Ironwood Financial, llc 550.00%0.00%0.00%Q3 2020Q3 20215
Alphabet Inc. 550.39%4.18%7.36%Q2 2018Q2 20195
LOGAN CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q2 2021Q2 20225
Ausdal Financial Partners, Inc. 550.03%0.05%0.07%Q3 2020Q3 20215
Schubert & Co 410.00%0.00%0.00%Q4 2021Q1 20235
AIA Investment Management Private Ltd 550.00%0.01%0.03%Q3 2019Q3 20205
APEIRON CAPITAL Ltd 555.13%5.99%7.32%Q2 2021Q2 20225
BRANDYWINE TRUST CO 550.24%0.31%0.43%Q1 2019Q1 20205
Zullo Investment Group, Inc. 550.00%0.01%0.02%Q4 2021Q4 20225
HRT FINANCIAL LP 210.02%0.23%0.65%Q3 2021Q3 20235
Evolution Wealth Advisors, LLC 320.00%0.02%0.04%Q2 2020Q3 20215
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 310.12%1.35%3.24%Q4 2018Q1 20205
Providence Capital Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Cubic Asset Management, LLC 550.08%0.15%0.21%Q1 2021Q1 20225
Disciplined Investments, LLC 410.00%0.00%0.00%Q1 2022Q2 20235
ORSER CAPITAL MANAGEMENT, LLC 551.32%1.47%1.64%Q3 2020Q3 20215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Beaird Harris Wealth Management, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
BOWEN HANES & CO INC 550.57%0.78%0.99%Q1 2020Q1 20215
Advisory Alpha, LLC 310.00%0.01%0.01%Q1 2019Q3 20205
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 410.00%0.00%0.00%Q3 2020Q4 20225
Eisler Capital (US) LLC 330.01%0.02%0.05%Q1 2023Q3 20235
Perennial Investment Advisors, LLC 550.09%0.29%0.44%Q3 2020Q3 20215
First Allied Advisory Services, Inc. 550.01%0.04%0.06%Q3 2019Q3 20205
Cypress Wealth Services, LLC 550.05%0.07%0.10%Q2 2020Q2 20215
Stonebridge Financial Planning Group, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
Tyers Asset Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Industrial Alliance Investment Management Inc. 440.02%0.03%0.04%Q4 2021Q3 20224
Spearhead Capital Advisors, LLC 440.06%0.09%0.11%Q1 2020Q4 20204
Simplicity Solutions, LLC 310.01%0.01%0.02%Q4 2019Q4 20204
GTS SECURITIES LLC 220.02%0.06%0.14%Q2 2023Q3 20234
Bain Capital Public Equity Management, LLC 4412.25%17.71%23.18%Q2 2018Q1 20194
Intrinsic Edge Capital Management LLC 440.17%0.19%0.20%Q2 2020Q1 20214
Paradigm Financial Partners, LLC 440.05%0.08%0.10%Q1 2021Q4 20214
CERTUITY, LLC 310.03%0.04%0.05%Q2 2021Q1 20234
Fortis Advisors, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Legacy Capital Partners, Inc. 440.08%0.10%0.12%Q2 2020Q1 20214
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Sugarloaf Wealth Management, LLC 310.00%0.01%0.01%Q1 2020Q1 20214
DUPONT CAPITAL MANAGEMENT CORP 440.00%0.02%0.04%Q3 2022Q2 20234
KCL Capital, L.P. 310.39%1.09%1.81%Q4 2020Q1 20234
WESTWOOD HOLDINGS GROUP INC 210.01%0.02%0.03%Q4 2021Q2 20234
TEACHERS ADVISORS, LLC 440.00%0.01%0.01%Q2 2018Q1 20194
First Washington CORP 441.41%1.73%2.31%Q4 2020Q3 20214
VIRGINIA RETIREMENT SYSTEMS ET AL 440.01%0.07%0.10%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.01%0.01%Q4 2018Q3 20214
Hillsdale Investment Management Inc. 310.00%0.03%0.04%Q1 2022Q3 20234
Freedom Investment Management, Inc. 440.02%0.03%0.04%Q1 2021Q4 20214
TITLEIST CAPITAL, LLC 440.06%0.17%0.36%Q1 2022Q4 20224
Standard Family Office LLC 310.00%0.00%0.00%Q4 2020Q3 20224
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 440.08%0.09%0.10%Q2 2020Q1 20214
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
JOYN Advisors, Inc. 210.02%0.05%0.08%Q4 2018Q1 20204
Elkfork Partners LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
RWQ Financial Management Services, Inc. 440.34%0.51%0.75%Q4 2020Q3 20214
BREAKLINE CAPITAL LLC 310.92%1.71%2.49%Q2 2020Q2 20214
Glen Harbor Capital Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
American National Registered Investment Advisor, Inc. 440.13%0.21%0.26%Q1 2021Q4 20214
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 440.08%0.13%0.22%Q2 2020Q1 20214
BLUEFIN CAPITAL MANAGEMENT, LLC 220.00%0.00%0.02%Q3 2022Q3 20234
Deer VII & Co. Ltd. 4438.37%48.65%54.07%Q2 2018Q1 20194
Formidable Asset Management, LLC 440.05%0.06%0.09%Q4 2020Q3 20214
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 310.00%0.00%0.01%Q3 2020Q2 20224
Sarasin & Partners LLP 440.06%0.08%0.11%Q3 2019Q2 20204
Global Wealth Management Investment Advisory, Inc. 440.00%0.01%0.01%Q3 2019Q2 20204
Alcosta Capital Management, Inc. 442.72%3.04%3.31%Q4 2020Q3 20214
MILESTONE WEALTH, LLC 440.02%0.03%0.04%Q4 2021Q3 20224
BNC WEALTH MANAGEMENT, LLC 440.11%0.32%0.91%Q3 2020Q2 20214
Spouting Rock Asset Management, LLC 440.08%0.21%0.42%Q3 2020Q2 20214
Oxinas Partners Wealth Management LLC 440.15%0.17%0.20%Q4 2020Q3 20214
MV CAPITAL MANAGEMENT, INC. 440.00%0.01%0.01%Q2 2021Q1 20224
Catamount Wealth Management 440.00%0.01%0.02%Q2 2018Q1 20194
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Zweig-DiMenna Associates LLC 440.35%0.68%1.13%Q2 2020Q1 20214
OXFORD ASSET MANAGEMENT LLP 210.03%0.04%0.08%Q2 2018Q4 20194
TB Alternative Assets Ltd. 441.29%2.71%3.80%Q3 2022Q2 20234
SevenOneSeven Capital Management 440.47%0.87%1.05%Q1 2021Q4 20214
Cutter & CO Brokerage, Inc. 440.21%0.24%0.29%Q4 2018Q3 20194
TFO Wealth Partners, LLC 210.00%0.01%0.02%Q1 2021Q3 20234
Pentwater Capital Management LP 440.02%0.02%0.03%Q3 2018Q2 20194
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 310.00%0.00%0.00%Q1 2022Q3 20234
ASSET MANAGEMENT CORP /IL/ /ADV 440.13%0.18%0.24%Q2 2021Q1 20224
RFG Advisory, LLC 440.02%0.03%0.03%Q2 2020Q1 20214
Aspire Private Capital, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Sound Income Strategies, LLC 310.00%0.00%0.00%Q3 2020Q4 20224
Benchmark Investment Advisors LLC 440.42%0.75%1.12%Q4 2021Q3 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ARMISTICE CAPITAL, LLC 440.40%0.43%0.45%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 440.01%0.01%0.01%Q2 2018Q1 20194
AGF Investments LLC 440.07%0.13%0.17%Q2 2020Q1 20214
Aquatic Capital Management LLC 210.04%0.19%0.39%Q4 2021Q3 20234
Graves Light Lenhart Wealth, Inc. 310.00%0.01%0.02%Q4 2020Q2 20224
CHILTON INVESTMENT CO INC. 310.01%0.04%0.07%Q2 2018Q3 20224
Stelac Advisory Services LLC 440.02%0.04%0.05%Q3 2020Q2 20214
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KG&L Capital Management,LLC 440.13%0.24%0.34%Q4 2020Q3 20214
Garde Capital, Inc. 440.03%0.05%0.07%Q4 2022Q3 20234
Aviance Capital Partners, LLC 440.18%0.25%0.41%Q4 2020Q3 20214
Cordasco Financial Network 310.02%0.02%0.02%Q3 2020Q3 20214
Cornerstone Wealth Management, LLC 440.04%0.07%0.09%Q2 2021Q1 20224
BB&T SECURITIES, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Chapman Investment Management, LLC 440.20%0.26%0.41%Q1 2021Q4 20214
Advisory Resource Group 310.06%0.12%0.22%Q3 2021Q3 20234
AlphaMark Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WEST CHESTER CAPITAL ADVISORS, INC 440.17%0.20%0.22%Q4 2020Q3 20214
ARISTEIA CAPITAL, L.L.C. 440.07%0.16%0.27%Q3 2018Q2 20194
Mascoma Wealth Management LLC 310.01%0.03%0.05%Q1 2021Q1 20224
LS Investment Advisors, LLC 440.00%0.00%0.01%Q2 2019Q1 20204
TIVERTON ASSET MANAGEMENT LLC 440.00%0.01%0.02%Q4 2018Q3 20194
ELEMENT POINTE ADVISORS, LLC 440.06%0.32%0.51%Q1 2021Q4 20214
QS Investors, LLC 210.00%0.00%0.00%Q1 2020Q2 20214
Wagner Wealth Management, LLC 220.00%0.02%0.04%Q3 2021Q3 20224
Boston Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.03%0.04%0.05%Q4 2022Q3 20234
American Assets Investment Management, LLC 440.10%0.12%0.17%Q1 2022Q4 20224
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TECTONIC ADVISORS LLC 220.03%0.03%0.04%Q1 2022Q1 20234
AustralianSuper Pty Ltd 440.01%0.06%0.10%Q3 2022Q2 20234
CALTON & ASSOCIATES, INC. 440.04%0.05%0.06%Q4 2020Q3 20214
ADVENT CAPITAL MANAGEMENT /DE/ 440.00%0.04%0.09%Q4 2020Q3 20214
ESSEX INVESTMENT MANAGEMENT CO LLC 220.08%0.09%0.11%Q3 2019Q4 20204
QUEST INVESTMENT MANAGEMENT LLC 440.34%1.10%1.50%Q1 2021Q4 20214
BARINGS LLC 210.01%0.01%0.02%Q2 2019Q4 20214
Skye Global Management LP 310.03%0.04%0.08%Q2 2020Q2 20214
Phoenix Wealth Advisors 440.36%0.43%0.47%Q4 2020Q3 20214
Insight Advisors, LLC/ PA 440.14%0.16%0.19%Q4 2020Q3 20214
First Trust Direct Indexing L.P. 220.03%0.03%0.04%Q2 2021Q1 20234
David J Yvars Group 440.28%0.42%0.55%Q4 2020Q3 20214
FORMULA GROWTH LTD 440.05%0.10%0.19%Q1 2021Q4 20214
Banco Santander, S.A. 440.01%0.02%0.02%Q1 2021Q4 20214
Investors Research Corp 440.00%0.00%0.00%Q4 2021Q3 20224
Lattice Capital Management, LLC 440.06%0.48%1.10%Q4 2021Q3 20224
RBF Capital, LLC 440.02%0.18%0.46%Q3 2022Q2 20234
ArrowMark Colorado Holdings LLC 440.40%0.49%0.65%Q1 2022Q4 20224
Telemark Asset Management, LLC 440.54%1.14%1.54%Q1 2021Q4 20214
Pinnacle Bancorp, Inc. 440.00%0.01%0.01%Q1 2021Q4 20214
STONNINGTON GROUP, LLC 440.02%0.14%0.27%Q1 2021Q4 20214
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.02%Q3 2020Q3 20214
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 440.09%0.24%0.36%Q1 2020Q4 20204
Capital Group Investment Management Pte. Ltd. 440.20%0.27%0.32%Q4 2022Q3 20234
Kerrisdale Advisers, LLC 210.36%0.86%1.82%Q3 2019Q3 20224
Y.D. More Investments Ltd 440.24%0.29%0.33%Q4 2022Q3 20234
INCEPTIONR LLC 440.18%0.21%0.26%Q4 2022Q3 20234
Cavalier Investments, LLC 440.53%0.65%0.78%Q2 2020Q1 20214
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q4 2020Q4 20214
ETF MANAGERS GROUP, LLC 440.01%0.03%0.05%Q3 2020Q2 20214
BOARDMAN BAY CAPITAL MANAGEMENT LLC 440.55%2.28%5.65%Q3 2020Q2 20214
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
Lombard Odier Asset Management (Europe) Ltd 310.02%0.04%0.06%Q3 2020Q4 20224
PARK AVENUE SECURITIES LLC 440.01%0.02%0.02%Q1 2021Q4 20214
PayPay Securities Corp 440.02%0.06%0.10%Q4 2022Q3 20234
COASTAL INVESTMENT MANAGEMENT, L.P. 441.48%1.65%1.89%Q4 2020Q3 20214
PALISADE CAPITAL MANAGEMENT, LP 210.01%0.01%0.01%Q2 2018Q1 20214
Aureus Asset Management, LLC 440.02%0.03%0.04%Q1 2020Q4 20204
AlpInvest Partners B.V. 448.15%10.99%13.02%Q1 2019Q4 20194
Melqart Asset Management (UK) Ltd 440.47%0.53%0.61%Q4 2020Q3 20214
MARSHALL & SULLIVAN INC /WA/ 440.29%0.51%0.75%Q2 2021Q1 20224
Highlander Capital Management, LLC 310.01%0.01%0.02%Q4 2018Q2 20224
SEGALL BRYANT & HAMILL, LLC 210.00%0.01%0.01%Q3 2019Q4 20214
C M BIDWELL & ASSOCIATES LTD 310.02%0.03%0.06%Q2 2018Q3 20234
Jericho Capital Asset Management L.P. 442.28%4.34%6.52%Q3 2019Q2 20204
INSIGNEO ADVISORY SERVICES, LLC 440.05%0.10%0.16%Q4 2022Q3 20234
Dorsey & Whitney Trust CO LLC 440.02%0.03%0.04%Q4 2020Q3 20214
SHEETS SMITH WEALTH MANAGEMENT 220.05%0.06%0.08%Q3 2020Q3 20214
G&S Capital LLC 220.18%0.36%0.65%Q4 2019Q1 20214
ADAMS STREET PARTNERS LLC 310.27%0.81%1.30%Q4 2018Q2 20204
QVT Financial LP 310.54%1.82%2.54%Q1 2019Q1 20204
Seaport Global Advisors, LLC 310.31%0.55%0.91%Q4 2021Q4 20224
Silicon Valley Capital Partners 220.00%0.06%0.14%Q4 2020Q3 20234
Perfromance Wealth Partners, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Sandbox Financial Partners, LLC 440.20%0.23%0.28%Q4 2020Q3 20214
One Capital Management, LLC 440.02%0.03%0.04%Q1 2021Q4 20214
Newlands Management Operations LLC 441.85%2.40%3.01%Q4 2022Q3 20234
ICICI Prudential Asset Management Co Ltd 440.01%0.01%0.01%Q4 2021Q3 20224
ALBION FINANCIAL GROUP /UT 310.00%0.00%0.00%Q4 2020Q4 20214
CIM INVESTMENT MANAGEMENT INC 210.16%0.27%0.43%Q4 2018Q2 20214
Financial Architects, Inc 210.00%0.02%0.04%Q3 2018Q3 20214
Transform Wealth, LLC 310.03%0.10%0.14%Q4 2018Q2 20214
Athanor Capital, LP 220.02%0.06%0.11%Q2 2020Q2 20214
NEIRG Wealth Management, LLC 440.12%0.19%0.29%Q4 2021Q3 20224
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.07%0.08%0.10%Q1 2020Q3 20234
Coronation Fund Managers Ltd. 440.03%0.04%0.05%Q4 2022Q3 20234
RIVERSEDGE ADVISORS, LLC 310.07%0.25%0.33%Q2 2020Q3 20214
Meadow Creek Investment Management LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Garden State Investment Advisory Services LLC 220.06%0.08%0.11%Q2 2023Q3 20234
Stamos Capital Partners, L.P. 440.07%0.12%0.16%Q1 2022Q4 20224
One Wealth Advisors, LLC 110.01%0.09%0.18%Q1 2019Q4 20224
Quantitative Systematic Strategies LLC 310.04%0.07%0.10%Q2 2020Q2 20214
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DB Wealth Management Group, LLC 310.01%0.01%0.01%Q1 2022Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Keebeck Wealth Management, LLC 210.02%0.03%0.04%Q4 2019Q3 20214
Merit Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
TWIN CAPITAL MANAGEMENT INC 440.07%0.09%0.10%Q4 2020Q3 20214
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.08%0.12%Q4 2020Q3 20214
Invst, LLC 440.04%0.05%0.05%Q3 2020Q2 20214
Atlas Principals, LLC 220.56%1.31%1.81%Q3 2021Q4 20214
ROBERTS GLORE & CO INC /IL/ 440.10%0.13%0.15%Q1 2022Q4 20224
PEREGRINE CAPITAL MANAGEMENT LLC 440.73%0.99%1.25%Q1 2021Q4 20214
TIAA CREF INVESTMENT MANAGEMENT LLC 440.00%0.01%0.01%Q2 2018Q1 20194
Ascent Wealth Partners, LLC 440.18%0.19%0.20%Q4 2020Q3 20214
COMERICA SECURITIES,INC. 210.00%0.01%0.02%Q3 2020Q4 20224
GHP Investment Advisors, Inc. 310.00%0.00%0.00%Q3 2022Q3 20234
Connectus Wealth, LLC 220.01%0.02%0.04%Q4 2021Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Your Advocates Ltd., LLP 210.00%0.00%0.01%Q1 2020Q3 20233
BANK HAPOALIM BM 330.05%0.09%0.15%Q3 2020Q1 20213
Close Asset Management Ltd 330.00%0.00%0.00%Q1 2021Q3 20213
Invictus RG 212.73%4.06%4.98%Q4 2019Q4 20203
Aubrey Capital Management Ltd 331.98%2.47%2.82%Q1 2021Q3 20213
Y-Intercept (Hong Kong) Ltd 210.03%0.20%0.30%Q4 2020Q1 20233
Chesley Taft & Associates LLC 330.02%0.09%0.13%Q2 2020Q4 20203
HORIZON BANCORP INC /IN/ 330.01%0.02%0.02%Q1 2020Q3 20203
Avitas Wealth Management LLC 210.16%0.20%0.23%Q3 2018Q2 20193
M&G INVESTMENT MANAGEMENT LTD 210.00%0.00%0.00%Q3 2020Q2 20213
WESTERLY CAPITAL MANAGEMENT, LLC 211.58%2.55%4.44%Q1 2022Q3 20233
Counterpoint Mutual Funds LLC 330.09%0.14%0.20%Q1 2023Q3 20233
Calamos Advisors LLC 210.04%0.04%0.05%Q2 2019Q4 20223
Mendota Financial Group, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Destiny Capital Corp/CO 331.12%1.81%2.26%Q4 2022Q2 20233
Elequin Capital, LP 210.00%0.00%0.01%Q1 2022Q4 20223
Varma Mutual Pension Insurance Co 330.15%0.31%0.43%Q2 2022Q4 20223
Hoover Financial Advisors, Inc. 330.01%0.02%0.03%Q4 2020Q2 20213
PFM Health Sciences, LP 330.02%0.02%0.02%Q2 2018Q4 20183
WealthShield Partners, LLC 210.01%0.02%0.05%Q1 2021Q4 20213
LEVIN CAPITAL STRATEGIES, L.P. 110.01%0.05%0.08%Q3 2018Q3 20213
Left Brain Wealth Management, LLC 330.27%0.32%0.35%Q1 2023Q3 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Syntal Capital Partners, LLC 330.64%0.80%1.00%Q1 2020Q3 20203
Strategic Wealth Partners, Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
Clarus Wealth Advisors 330.21%0.35%0.50%Q3 2019Q1 20203
DORCHESTER WEALTH MANAGEMENT Co 110.06%0.07%0.08%Q2 2020Q2 20213
MANA Advisors LLC 330.85%2.17%4.72%Q3 2019Q1 20203
TELEMUS CAPITAL, LLC 210.02%0.04%0.06%Q2 2020Q2 20213
KWMG, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
MIZUHO SECURITIES USA LLC 220.03%0.08%0.10%Q3 2018Q4 20183
M Holdings Securities, Inc. 210.02%0.05%0.08%Q1 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Duquesne Family Office 210.09%0.25%0.50%Q1 2019Q2 20203
Centric Wealth Management 210.07%0.08%0.09%Q4 2020Q3 20213
Crawford Lake Capital Management, LLC 110.09%1.01%2.12%Q2 2018Q4 20223
ZEKE CAPITAL ADVISORS, LLC 330.03%0.05%0.09%Q1 2022Q3 20223
Crestwood Capital Management, L.P. 332.69%3.96%5.50%Q2 2021Q4 20213
Enlightenment Research, LLC 110.25%0.36%0.53%Q1 2021Q3 20223
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.00%Q1 2022Q1 20233
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PARK CIRCLE Co 330.09%0.13%0.18%Q1 2022Q3 20223
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Meridian Wealth Advisors, LLC 330.07%0.08%0.11%Q1 2022Q3 20223
SPC Financial, Inc. 330.03%0.10%0.14%Q2 2021Q4 20213
SkyOak Wealth, LLC 330.07%0.20%0.36%Q1 2020Q3 20203
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.28%0.47%0.59%Q1 2019Q3 20223
State of Tennessee, Treasury Department 110.01%0.01%0.02%Q3 2020Q4 20213
Wallace Advisory Group, LLC 330.18%0.20%0.22%Q1 2023Q3 20233
Partner Investment Management, L.P. 330.02%0.02%0.03%Q2 2018Q4 20183
ADVISORY RESEARCH INC 330.02%0.03%0.03%Q4 2019Q2 20203
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Melvin Capital Management LP 210.73%1.38%2.15%Q1 2019Q3 20203
OAKBROOK INVESTMENTS LLC 330.01%0.03%0.05%Q2 2019Q4 20193
OSTRUM ASSET MANAGEMENT 330.01%0.01%0.01%Q1 2023Q3 20233
Syverson Strege & Co 330.00%0.01%0.01%Q2 2021Q4 20213
TIEDEMANN ADVISORS, LLC 210.01%0.01%0.02%Q2 2021Q4 20223
ETRADE Capital Management LLC 330.01%0.02%0.02%Q1 2020Q3 20203
ABNER HERRMAN & BROCK LLC 210.08%0.09%0.10%Q4 2020Q3 20213
True North Advisors, LLC 210.04%0.17%0.26%Q1 2020Q4 20213
Point72 Middle East FZE 210.04%0.06%0.07%Q4 2022Q3 20233
Triton Wealth Management, PLLC 330.29%0.35%0.40%Q1 2021Q3 20213
Alpha DNA Investment Management LLC 210.00%0.16%0.26%Q1 2021Q3 20233
Nippon Life Global Investors Americas, Inc. 330.19%0.21%0.23%Q1 2021Q3 20213
Sunbelt Securities, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
DFPG INVESTMENTS, LLC 330.05%0.07%0.10%Q4 2022Q2 20233
Signition LP 330.90%0.98%1.14%Q1 2019Q3 20193
Palumbo Wealth Management LLC 330.17%0.23%0.28%Q1 2021Q3 20213
F/M Investments LLC 212.30%2.30%2.31%Q1 2021Q2 20223
Sculptor Capital LP 220.04%0.04%0.05%Q2 2018Q3 20183
Salesforce, Inc. 3331.61%43.98%53.10%Q2 2018Q4 20183
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Red Door Wealth Management, LLC 210.01%0.01%0.01%Q1 2020Q2 20213
TITLEIST ASSET MANAGEMENT, LLC 330.09%0.14%0.21%Q1 2023Q3 20233
CHICAGO EQUITY PARTNERS LLC 210.02%0.02%0.03%Q4 2018Q1 20203
Mizuho Markets Cayman LP 110.00%0.15%0.36%Q1 2023Q1 20233
MACKAY SHIELDS LLC 330.05%0.05%0.06%Q3 2020Q1 20213
Buck Wealth Strategies, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Buckley Wealth Management, LLC 330.08%0.09%0.10%Q1 2021Q3 20213
MGO ONE SEVEN LLC 210.01%0.03%0.04%Q4 2021Q3 20223
Draper Asset Management, LLC 220.01%0.21%0.32%Q4 2020Q1 20213
Ilmarinen Mutual Pension Insurance Co 330.05%0.05%0.05%Q2 2022Q4 20223
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q1 2021Q3 20213
Arlington Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.05%0.07%Q1 2022Q3 20233
Waycross Investment Management Co 330.57%0.61%0.65%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Requisite Capital Management, LLC 210.06%0.11%0.14%Q1 2019Q4 20213
HERSHEY TRUST CO 330.06%0.06%0.07%Q4 2018Q2 20193
Yorktown Management & Research Co Inc 330.15%0.18%0.21%Q2 2021Q4 20213
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Calamos Wealth Management LLC 330.37%0.44%0.48%Q2 2019Q4 20193
Vanguard Capital Wealth Advisors 210.15%0.20%0.23%Q2 2021Q1 20223
Carolina Wealth Advisors, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
Lee Capital Holdings LLC 210.13%0.61%1.05%Q3 2020Q4 20213
BT Wealth Management LLC 330.07%0.10%0.12%Q3 2020Q1 20213
CITY HOLDING CO 330.01%0.01%0.01%Q3 2022Q1 20233
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
Trustees of Princeton University 212.23%7.58%16.11%Q4 2018Q3 20203
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
SCHOLTZ & COMPANY, LLC 330.11%0.13%0.13%Q3 2020Q1 20213
AWM CAPITAL, LLC 330.13%0.25%0.40%Q3 2021Q1 20223
Honeycomb Asset Management LP 221.30%2.16%3.84%Q1 2019Q2 20193
Parametrica Management Ltd 210.14%0.56%1.13%Q1 2020Q1 20213
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2020Q1 20233
XY Capital Ltd 110.10%0.31%0.41%Q3 2023Q3 20233
Radnor Capital Management, LLC 330.15%0.20%0.24%Q4 2019Q2 20203
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Center Lake Capital Management, LLC 331.87%4.66%6.07%Q1 2021Q3 20213
Magnetar Financial LLC 110.01%0.02%0.04%Q3 2018Q3 20213
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
Columbia Asset Management 330.08%0.13%0.18%Q1 2021Q3 20213
Wealth Quarterback LLC 210.00%0.06%0.18%Q1 1987Q3 20213
DUNCKER STREETT & CO INC 330.02%0.02%0.02%Q2 2020Q4 20203
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Central Asset Investments & Management Holdings (HK) Ltd 330.08%0.31%0.60%Q2 2020Q4 20203
AXS Investments LLC 210.73%0.78%0.85%Q1 2021Q4 20213
PETERSON WEALTH MANAGEMENT 330.16%0.25%0.43%Q1 2021Q3 20213
Alliance Wealth Advisors, LLC /UT 330.29%0.33%0.35%Q4 2022Q2 20233
NorthCoast Asset Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Penn Mutual Asset Management, LLC 330.38%1.53%3.55%Q4 2018Q2 20193
KCM INVESTMENT ADVISORS LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Hood River Capital Management LLC 330.03%0.03%0.04%Q4 2022Q2 20233
LVW Advisors, LLC 330.14%0.14%0.14%Q2 2020Q4 20203
Whale Rock Capital Management 220.01%2.22%4.32%Q1 2020Q2 20203
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q4 2020Q3 20213
Insight Holdings Group, LLC 332.14%2.63%3.37%Q2 2018Q4 20183
Main Street Financial Solutions, LLC 330.04%0.05%0.05%Q1 2021Q3 20213
Archford Capital Strategies, LLC 210.00%0.05%0.07%Q2 2019Q1 20223
Corton Capital Inc. 210.14%0.23%0.41%Q1 2022Q3 20233
Regal Investment Advisors LLC 210.02%0.03%0.03%Q4 2020Q3 20213
E Fund Management Co., Ltd. 210.01%0.02%0.03%Q1 2021Q4 20213
Texas Capital Bank Wealth Management Services Inc 330.06%0.07%0.07%Q1 2023Q3 20233
First Bank & Trust 330.00%0.00%0.00%Q4 2021Q2 20223
UBS OCONNOR LLC 210.02%0.08%0.15%Q3 2018Q2 20193
BRYN MAWR TRUST Co 210.01%0.01%0.01%Q1 2022Q1 20233
COWA, LLC 210.00%0.01%0.01%Q4 2020Q3 20223
Surevest, LLC 330.16%0.18%0.21%Q1 2022Q3 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
MARK ASSET MANAGEMENT LP 330.50%0.80%0.99%Q1 2021Q3 20213
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.00%0.00%0.01%Q4 2022Q2 20233
ADAGE CAPITAL PARTNERS GP, L.L.C. 210.01%0.01%0.01%Q2 2018Q1 20213
Machina Capital S.A.S. 110.08%0.13%0.17%Q1 2019Q3 20233
Wealth Advisory Solutions, LLC 330.08%0.09%0.11%Q2 2020Q4 20203
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fieldpoint Private Securities, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
PGGM Investments 210.00%0.02%0.04%Q4 2022Q3 20233
SVB WEALTH LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Destination Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
CHICAGO TRUST Co NA 330.09%0.13%0.15%Q2 2021Q4 20213
MYDA Advisors LLC 210.52%0.73%0.93%Q2 2018Q1 20193
MAVERICK CAPITAL LTD 210.00%0.01%0.02%Q4 2020Q3 20213
Campbell & CO Investment Adviser LLC 210.08%0.13%0.21%Q3 2021Q3 20233
Strategic Advisors LLC 330.04%0.39%0.79%Q3 2021Q1 20223
Russell Clark Investment Management Ltd 330.73%0.84%0.93%Q2 2020Q4 20203
PEAPACK GLADSTONE FINANCIAL CORP 330.01%0.02%0.04%Q3 2021Q1 20223
ENGINE NO. 1 LLC 330.04%2.99%4.79%Q2 2021Q4 20213
SMITH, MOORE & CO. 210.03%0.04%0.05%Q3 2020Q3 20213
COLUMBUS CIRCLE INVESTORS 330.37%0.63%0.94%Q4 2019Q2 20203
Beck Bode, LLC 330.02%1.06%2.28%Q1 2020Q3 20203
Interval Partners, LP 330.02%0.04%0.07%Q3 2020Q1 20213
Capital Markets Trading UK LLP 210.01%0.01%0.02%Q3 2021Q4 20223
BELLEVUE ASSET MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2019Q4 20213
MCIA Inc 210.11%0.22%0.32%Q4 2021Q3 20223
Hartford Financial Management Inc. 110.00%0.00%0.01%Q3 2019Q3 20233
Blume Capital Management, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Texas Yale Capital Corp. 330.01%0.01%0.01%Q2 2022Q4 20223
Financial Management Professionals, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CANTOR FITZGERALD, L. P. 220.00%0.00%0.01%Q4 2022Q1 20232
Estabrook Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
SAPPHIRE VENTURES, L.L.C. 2246.38%47.98%49.58%Q2 2018Q3 20182
Private Capital Advisors, Inc. 110.08%0.10%0.12%Q3 2020Q1 20212
HWG Holdings LP 220.00%0.08%0.17%Q4 2020Q1 20212
Sound View Wealth Advisors Group, LLC 220.04%0.05%0.05%Q2 2021Q3 20212
DSAM Partners (London) Ltd 110.11%0.15%0.18%Q2 2018Q4 20192
AM Squared Ltd 220.10%0.15%0.19%Q4 2022Q1 20232
Benchmark Financial Wealth Advisors, LLC 220.14%0.14%0.14%Q3 2020Q4 20202
AQR Arbitrage LLC 220.07%0.07%0.07%Q3 2019Q4 20192
North Fourth Asset Management, LP 220.45%0.80%1.16%Q2 2020Q3 20202
NKCFO LLC 220.25%0.29%0.34%Q1 2020Q2 20202
Level Financial Advisors 220.00%0.01%0.01%Q1 2022Q2 20222
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Gideon Capital Advisors, Inc. 110.12%0.21%0.30%Q1 2019Q3 20192
Lineweaver Wealth Advisors, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
Blue Rock Advisors, LLC 221.63%2.70%3.77%Q2 2020Q3 20202
Diametric Capital, LP 110.11%0.33%0.54%Q1 2020Q4 20222
CQS (US), LLC 220.02%0.02%0.03%Q4 2021Q1 20222
HBW ADVISORY SERVICES LLC 220.06%0.09%0.12%Q1 2022Q2 20222
Biltmore Capital Advisors LLC 220.04%0.05%0.06%Q2 2021Q3 20212
Hall Private Wealth Advisors 110.68%0.72%0.77%Q4 2020Q2 20212
Regent Peak Wealth Advisors LLC 110.03%0.05%0.06%Q4 2020Q2 20212
Brookfield Asset Management 110.00%0.00%0.00%Q4 2021Q4 20222
Candlestick Capital Management LP 110.36%0.85%1.35%Q4 2022Q2 20232
Qtron Investments LLC 110.05%0.08%0.12%Q2 2020Q1 20232
Minot Wealth Management LLC 220.10%0.18%0.26%Q3 2020Q4 20202
SECURIAN ASSET MANAGEMENT, INC 220.06%0.10%0.13%Q2 2018Q3 20182
MOODY ALDRICH PARTNERS LLC 220.06%0.07%0.08%Q1 2020Q2 20202
Audent Global Asset Management, LLC 110.00%0.05%0.10%Q4 2022Q4 20222
Sandy Cove Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
DMC Group, LLC 110.22%0.26%0.29%Q4 2021Q1 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.03%0.07%0.10%Q2 2023Q3 20232
Claro Advisors LLC 220.10%0.10%0.10%Q4 2021Q1 20222
SANDLER CAPITAL MANAGEMENT 221.10%1.50%1.91%Q1 2020Q2 20202
OSTERWEIS CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Intercontinental Wealth Advisors, LLC 220.10%0.11%0.11%Q3 2020Q4 20202
Sands Capital Management 220.06%0.06%0.06%Q2 2018Q3 20182
Totem Point Management, LLC 224.42%4.96%5.50%Q2 2020Q3 20202
Employees Retirement System of Texas 220.02%0.03%0.04%Q2 2020Q3 20202
Fortitude Advisory Group L.L.C. 220.05%0.08%0.10%Q4 2021Q1 20222
Solstein Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Davidson Capital Management Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Perella Weinberg Partners Capital Management LP 220.04%0.04%0.05%Q1 2019Q2 20192
Partnervest Advisory Services LLC 220.11%0.11%0.12%Q2 2020Q3 20202
Gilbert & Cook, Inc. 110.05%0.05%0.06%Q2 2020Q3 20232
Ionic Capital Management LLC 110.01%0.25%0.49%Q1 2022Q1 20222
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
Cherry Creek Investment Advisors, Inc. 220.27%0.29%0.32%Q2 2021Q3 20212
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Gainplan LLC 220.19%0.20%0.21%Q4 2020Q1 20212
Value Star Asset Management (Hong Kong) Ltd 110.17%0.37%0.57%Q4 2020Q3 20212
Spark Investment Management LLC 220.52%0.67%0.81%Q1 2019Q2 20192
CHURCHILL MANAGEMENT Corp 220.05%0.07%0.09%Q2 2020Q3 20202
Lone Pine Capital 223.28%3.55%3.82%Q3 2020Q4 20202
New World Advisors LLC 110.10%0.19%0.28%Q1 2019Q2 20212
Vienna Asset Management LLC 110.05%0.18%0.31%Q4 2021Q3 20222
Petrus Trust Company, LTA 220.05%0.06%0.08%Q2 2023Q3 20232
Foundry Partners, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
GVO Asset Management Ltd 220.06%0.08%0.10%Q1 2021Q2 20212
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q4 2021Q1 20222
Polianta Ltd 110.44%0.57%0.70%Q3 2020Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.02%Q3 2021Q4 20212
Itau Unibanco Holding S.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Lumature Wealth Partners, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
Black Swift Group, LLC 110.07%0.10%0.13%Q2 2018Q1 20212
Mirador Capital Partners LP 220.07%0.08%0.08%Q2 2021Q3 20212
KRS Capital Management, LLC 220.33%0.37%0.42%Q4 2021Q1 20222
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Cognios Capital, LLC 220.52%0.68%0.85%Q4 2019Q1 20202
INTEL CORP 221.09%1.20%1.30%Q2 2018Q3 20182
Liberty Mutual Group Asset Management Inc. 220.13%0.21%0.29%Q1 2019Q2 20192
Bay Harbor Wealth Management, LLC 220.00%0.01%0.01%Q3 2020Q4 20202
TIGER MANAGEMENT L.L.C. 220.28%0.32%0.36%Q4 2020Q1 20212
Continuum Advisory, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Alaethes Wealth LLC 220.00%0.00%0.00%Q3 2021Q4 20212
First National Bank of South Miami 220.00%0.01%0.01%Q2 2020Q3 20202
Dakota Wealth Management 110.03%0.07%0.11%Q1 2020Q4 20202
WELCH & FORBES LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Winslow Capital Management, LLC 221.10%1.12%1.13%Q4 2020Q1 20212
Lee Financial Group Hawaii, Inc. 220.60%0.60%0.61%Q3 2020Q4 20202
Keenan Capital, LLC 2210.04%11.68%13.32%Q2 2018Q3 20182
Balentine LLC 220.00%0.00%0.00%Q1 2020Q2 20202
YOUSIF CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Stegent Equity Advisors, Inc. 220.28%0.39%0.51%Q4 2021Q1 20222
Flight Deck Capital, LP 221.08%2.64%4.20%Q4 2021Q1 20222
BBJS FINANCIAL ADVISORS, LLC 220.00%0.14%0.28%Q4 2022Q1 20232
Fortis Capital Management LLC 110.13%0.81%1.48%Q4 2020Q1 20222
CONGRESS ASSET MANAGEMENT CO /MA 220.00%0.00%0.00%Q2 2020Q3 20202
Icon Wealth Advisors, LLC 220.11%0.12%0.14%Q3 2022Q4 20222
KPCB DGF Associates, LLC 2231.05%33.12%35.18%Q2 2018Q3 20182
REGATTA CAPITAL GROUP, LLC 220.11%0.14%0.17%Q4 2021Q1 20222
GraniteShares Advisors LLC 110.06%0.21%0.35%Q4 2021Q3 20232
Golden State Wealth Management, LLC 220.00%0.02%0.03%Q1 2019Q2 20192
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
AO Asset Management, LP 110.66%0.79%0.92%Q4 2020Q4 20212
Smith Group Asset Management, LLC 220.23%0.33%0.42%Q3 2021Q4 20212
West Tower Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
THOMPSON DAVIS & CO., INC. 220.21%0.22%0.22%Q2 2018Q3 20182
Operose Advisors LLC 220.00%0.00%0.01%Q3 2022Q4 20222
Alpha Paradigm Partners, LLC 220.05%0.08%0.10%Q2 2021Q3 20212
Pensionfund DSM Netherlands 220.05%0.07%0.09%Q3 2021Q4 20212
Vinva Investment Management Ltd 220.02%0.03%0.03%Q1 2023Q2 20232
BENEDICT FINANCIAL ADVISORS INC 220.06%0.06%0.06%Q2 2021Q3 20212
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2020Q1 20212
MORGENS WATERFALL VINTIADIS & CO INC 220.86%1.63%2.39%Q4 2022Q1 20232
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q4 2020Q1 20222
Moloney Securities Asset Management, LLC 110.04%0.04%0.04%Q1 2021Q4 20212
Perpetual Ltd 220.00%0.01%0.01%Q2 2023Q3 20232
UNDERHILL INVESTMENT MANAGEMENT LLC 223.24%3.90%4.56%Q4 2018Q1 20192
Alpha Cubed Investments, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
O'ROURKE & COMPANY, Inc 220.21%0.21%0.21%Q4 2021Q1 20222
MONETTA FINANCIAL SERVICES INC 110.53%0.58%0.62%Q4 2021Q1 20232
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Clearstead Trust, LLC 110.01%0.01%0.02%Q1 2020Q4 20202
361 CAPITAL LLC 110.08%0.09%0.11%Q1 2019Q2 20202
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CEDAR CAPITAL, LLC 220.81%0.94%1.06%Q2 2020Q3 20202
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2019Q4 20192
AMS Capital Ltda 111.59%2.38%3.16%Q4 2020Q2 20212
Relative Value Partners Group, LLC 220.03%0.04%0.04%Q1 2019Q2 20192
Capital Wealth Planning, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
FSC Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
BADGLEY PHELPS & BELL INC 220.17%0.20%0.22%Q1 2021Q2 20212
WMS Partners, LLC 220.05%0.05%0.06%Q1 2019Q2 20192
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q2 20222
AXQ CAPITAL, LP 220.27%0.30%0.33%Q4 2022Q1 20232
WADE G W & INC 220.01%0.02%0.02%Q3 2021Q4 20212
Marathon Trading Investment Management LLC 220.03%0.05%0.06%Q1 2022Q2 20222
Somerset Trust Co 220.23%0.25%0.27%Q2 2020Q3 20202
Versor Investments LP 220.07%0.09%0.12%Q2 2023Q3 20232
V-Square Quantitative Management LLC 220.02%0.04%0.05%Q2 2023Q3 20232
WESPAC Advisors, LLC 110.18%0.20%0.21%Q4 2020Q3 20212
Pinnacle Family Advisors, LLC 220.19%0.22%0.24%Q2 2020Q3 20202
Allen Investment Management, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Oribel Capital Management, LP 110.19%0.22%0.26%Q4 2020Q3 20212
FormulaFolio Investments, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Pinnacle Wealth Management Advisory Group, LLC 220.05%0.11%0.17%Q1 2022Q2 20222
DDD Partners, LLC 110.44%0.84%1.25%Q4 2021Q2 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Nemes Rush Group LLC 220.00%0.00%0.01%Q2 2023Q3 20232
HARBOURVEST PARTNERS LLC 220.53%0.90%1.28%Q4 2018Q1 20192
Brookstone Capital Management 220.01%0.01%0.02%Q2 2020Q3 20202
Paragon Wealth Strategies, LLC 110.00%0.02%0.03%Q2 2021Q4 20222
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.01%Q2 2019Q4 20202
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
FengHe Fund Management Pte. Ltd. 221.65%2.09%2.52%Q2 2021Q3 20212
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
West Family Investments, Inc. 220.06%0.06%0.07%Q2 2021Q3 20212
ORRSTOWN FINANCIAL SERVICES INC 220.61%0.66%0.71%Q4 2021Q1 20222
WESTFIELD CAPITAL MANAGEMENT CO LP 220.00%0.00%0.00%Q1 2020Q2 20202
Polaris Wealth Advisory Group, LLC 220.33%0.34%0.35%Q1 2020Q2 20202
Private Advisory Group LLC 110.18%0.19%0.20%Q2 2020Q3 20212
ELLINGTON MANAGEMENT GROUP LLC 110.16%0.18%0.20%Q3 2019Q1 20202
Jackson Wealth Management, LLC 110.13%0.15%0.18%Q2 2018Q2 20212
First Pacific Financial 220.02%0.02%0.02%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.11%0.11%0.12%Q4 2019Q1 20202
REUTER JAMES WEALTH MANAGEMENT, LLC 220.10%0.10%0.11%Q4 2021Q1 20222
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
A.R.T. Advisors, LLC 110.25%0.28%0.30%Q1 2019Q3 20192
Highstreet Asset Management Inc. 220.01%0.01%0.01%Q2 2019Q3 20192
K2 PRINCIPAL FUND, L.P. 110.09%0.23%0.37%Q1 2020Q1 20222
Graticule Asia Macro Advisors LLC 110.16%2.96%5.76%Q1 2019Q1 20202
SCHRODERS IS Ltd 220.02%0.03%0.04%Q1 2022Q2 20222
qPULA Trading Management LP 110.39%0.58%0.77%Q2 2021Q2 20222
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
ASCEND CAPITAL, LLC 220.18%0.27%0.35%Q2 2018Q3 20182
PAX Financial Group, LLC 220.06%0.07%0.08%Q2 2021Q3 20212
HEADINVEST, LLC 110.00%0.02%0.04%Q3 2021Q3 20232
SYCOMORE ASSET MANAGEMENT 220.64%0.93%1.21%Q3 2020Q4 20202
Moors & Cabot, Inc. 110.00%0.01%0.02%Q4 2021Q4 20212
Bison Wealth, LLC 220.19%0.20%0.21%Q4 2020Q1 20212
Graypoint LLC 110.02%0.03%0.03%Q1 2022Q1 20232
ROMAN BUTLER FULLERTON & CO 220.10%0.12%0.13%Q2 2021Q3 20212
MOGY JOEL R INVESTMENT COUNSEL INC 220.02%0.03%0.04%Q4 2021Q1 20222
ArchPoint Investors 220.01%0.01%0.01%Q4 2018Q1 20192
STEVENS CAPITAL MANAGEMENT LP 110.01%0.06%0.10%Q1 2019Q4 20192
Trellus Management Company, LLC 220.32%0.45%0.58%Q2 2023Q3 20232
Karp Capital Management Corp 110.04%0.25%0.46%Q4 2020Q3 20212
Almanack Investment Partners, LLC. 110.00%0.01%0.02%Q4 2021Q3 20222
EMERALD MUTUAL FUND ADVISERS TRUST 220.01%0.01%0.01%Q2 2021Q3 20212
MARSICO CAPITAL MANAGEMENT LLC 220.13%0.15%0.17%Q2 2021Q3 20212
Blackhawk Capital Partners LLC. 220.65%0.81%0.96%Q4 2021Q1 20222
Sandhill Capital Partners LLC 221.41%1.53%1.65%Q4 2018Q1 20192
CANANDAIGUA NATIONAL BANK & TRUST CO 220.07%0.08%0.08%Q1 2023Q2 20232
Kingsbury Capital Investment Advisors LLC 220.28%0.33%0.38%Q1 2022Q2 20222
MARYLAND CAPITAL ADVISORS INC. 220.00%0.00%0.00%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Mach-1 Financial Group, LLC 220.15%0.17%0.19%Q2 2023Q3 20232
tru Independence LLC 110.00%0.00%0.00%Q2 2020Q4 20202
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 220.18%0.20%0.22%Q4 2022Q1 20232
Varenne Capital Partners 223.82%4.09%4.36%Q4 2021Q1 20222
Capitolis Advisors LLC 220.05%0.10%0.15%Q3 2021Q4 20212
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Stonegate Investment Group, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Delphia (USA) Inc. 220.27%0.39%0.50%Q4 2021Q1 20222
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Arvest Bank Trust Division 220.02%0.02%0.02%Q2 2021Q3 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Waratah Capital Advisors Ltd. 110.11%0.25%0.40%Q3 2018Q3 20202
EMG Holdings, L.P. 220.08%0.14%0.20%Q4 2021Q1 20222
Kapstone Financial Advisors LLC 220.18%0.20%0.22%Q4 2022Q1 20232
Headlands Technologies LLC 110.01%0.01%0.02%Q4 2022Q3 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.02%0.02%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
SHERBROOKE PARK ADVISERS LLC 220.30%0.34%0.37%Q2 2023Q3 20232
Kowal Investment Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Ratan Capital Management LP 113.60%3.60%3.60%Q2 2018Q2 20181
Northwest Capital Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Alpine Global Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Wealth Dimensions Group, Ltd. 110.20%0.20%0.20%Q1 2021Q1 20211
O'Neil Global Advisors, Inc. 112.08%2.08%2.08%Q2 2021Q2 20211
SHIKIAR ASSET MANAGEMENT INC 110.07%0.07%0.07%Q2 2021Q2 20211
DRW Securities, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pallas Capital Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Ardevora Asset Management LLP 110.40%0.40%0.40%Q3 2022Q3 20221
WELD CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q1 2020Q1 20201
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
MOTCO 110.00%0.00%0.00%Q4 2020Q4 20201
PRECEPT MANAGEMENT LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Leverage Partners Absolute Return Fund SPC 110.53%0.53%0.53%Q4 2020Q4 20201
Rock Creek Group, LP 110.04%0.04%0.04%Q3 2020Q3 20201
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kore Private Wealth LLC 110.01%0.01%0.01%Q2 2020Q2 20201
First American Bank 110.01%0.01%0.01%Q2 2021Q2 20211
Onex Canada Asset Management Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Cornerstone Wealth Group, LLC 110.45%0.45%0.45%Q4 2020Q4 20201
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Nebula Research & Development LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Oxbow Advisors, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
OKABENA INVESTMENT SERVICES INC 110.36%0.36%0.36%Q1 2021Q1 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Fulcrum Equity Management 110.17%0.17%0.17%Q3 2021Q3 20211
Manteio Capital LLC 110.47%0.47%0.47%Q4 2021Q4 20211
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CYPRESS GROWTH FUND III LP 110.87%0.87%0.87%Q1 2021Q1 20211
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Waverly Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BW Gestao de Investimentos Ltda. 110.31%0.31%0.31%Q2 2020Q2 20201
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clear Harbor Asset Management, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
ARVEST TRUST CO N A 110.02%0.02%0.02%Q4 2021Q4 20211
AKKR MANAGEMENT COMPANY, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Alta Wealth Advisors LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Greenspring Associates, LLC 110.31%0.31%0.31%Q1 2019Q1 20191
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Wallace Capital Management Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Carson Advisory Inc. 110.24%0.24%0.24%Q1 2022Q1 20221
ADI CAPITAL MANAGEMENT LLC 111.98%1.98%1.98%Q1 2019Q1 20191
Hudson Bay Capital Management LP 110.04%0.04%0.04%Q3 2018Q3 20181
GQ Asset Management, LLC 110.25%0.25%0.25%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Cinctive Capital Management LP 110.18%0.18%0.18%Q3 2023Q3 20231
FIRST GROWTH CAPITAL PARTNERS LO LP 119.14%9.14%9.14%Q4 2020Q4 20201
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cooper Financial Group 110.15%0.15%0.15%Q4 2020Q4 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.06%0.06%Q1 2021Q1 20211
Annandale Capital, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Astrantus Ltd 110.31%0.31%0.31%Q4 2021Q4 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.38%0.38%0.38%Q4 2021Q4 20211
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Danda Trouve Investment Management, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
Executive Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
DESTINY CAPITAL SECURITIES CORPORATION 110.96%0.96%0.96%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.07%0.07%0.07%Q3 2020Q3 20201
CGC Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TradeLink Capital LLC 111.10%1.10%1.10%Q1 2019Q1 20191
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Veritable, L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FirstPurpose Wealth LLC 110.16%0.16%0.16%Q1 2022Q1 20221
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q3 2021Q3 20211
CastleArk Alternatives, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Provident Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Accel London III Associates L.P. 11100.00%100.00%100.00%Q4 2018Q4 20181
LA FINANCIERE DE L'ECHIQUIER 110.76%0.76%0.76%Q3 2021Q3 20211
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
York Capital Management Global Advisors, LLC 111.52%1.52%1.52%Q4 2020Q4 20201
Menard Financial Group LLC 110.21%0.21%0.21%Q2 2021Q2 20211
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
WFA of San Diego, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Marcum Wealth, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Blue Chip Wealth Management, Inc. 110.20%0.20%0.20%Q3 2020Q3 20201
GUERRA PAN ADVISORS, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Northstar Advisory Group, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Enterprise Bank & Trust Co 110.08%0.08%0.08%Q2 2021Q2 20211
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WMG Financial Advisors, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Shepherd Financial Partners LLC 110.28%0.28%0.28%Q1 2021Q1 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Odey Asset Management Group Ltd 110.10%0.10%0.10%Q2 2021Q2 20211
Artisan Partners Limited Partnership 110.12%0.12%0.12%Q1 2019Q1 20191
BAMCO INC /NY/ 110.01%0.01%0.01%Q2 2018Q2 20181
Clear Perspective Advisors, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Friedenthal Financial 110.49%0.49%0.49%Q1 2023Q1 20231
Gyon Technologies Capital Management, LP 110.09%0.09%0.09%Q4 2020Q4 20201
Segantii Capital Management Ltd 110.97%0.97%0.97%Q3 2018Q3 20181
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
GEORGE KAISER FAMILY FOUNDATION 110.62%0.62%0.62%Q1 2020Q1 20201
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gilman Hill Asset Management, LLC 110.62%0.62%0.62%Q3 2023Q3 20231
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BKS ADVISORS, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
ADVENT INTERNATIONAL, L.P. 110.07%0.07%0.07%Q2 2018Q2 20181
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cynosure Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Sante Capital Fund, LP 110.49%0.49%0.49%Q2 2021Q2 20211
Core Wealth Advisors, Inc. 110.61%0.61%0.61%Q3 2021Q3 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.47%0.47%0.47%Q2 2021Q2 20211
Monashee Investment Management LLC 111.89%1.89%1.89%Q3 2018Q3 20181
Pinz Capital Management, LP 111.30%1.30%1.30%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
C2C Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ELEMENT CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Opera Trading Capital 110.02%0.02%0.02%Q3 2018Q3 20181
OppenheimerFunds, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
Kula Investments, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Parkside Advisors LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TIAA Kaspick, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Jump Trading, LLC 110.13%0.13%0.13%Q1 2019Q1 20191
Capital CS Group, LLC 110.52%0.52%0.52%Q1 2021Q1 20211
Trivest Advisors Ltd 110.02%0.02%0.02%Q4 2020Q4 20201
Latitude Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SONA ASSET MANAGEMENT (US) LLC 110.04%0.04%0.04%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Cerebellum GP, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Provenire Capital, LLC 113.30%3.30%3.30%Q4 2020Q4 20201
DRIVE WEALTH MANAGEMENT, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Flat Footed LLC 115.06%5.06%5.06%Q1 2022Q1 20221
Financial Connections Group, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
BBR PARTNERS, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q3 2020Q3 20201
AIA Group Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
QCM Cayman, Ltd. 110.38%0.38%0.38%Q4 2020Q4 20201
Wilkinson Global Asset Management LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Zimmer Partners, LP 110.05%0.05%0.05%Q2 2018Q2 20181
Accel Wealth Management 110.02%0.02%0.02%Q4 2020Q4 20201
Weiss Asset Management LP 110.35%0.35%0.35%Q3 2018Q3 20181
Byrne Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bridgefront Capital, LLC 110.36%0.36%0.36%Q4 2020Q4 20201
WULFF, HANSEN & CO. 110.20%0.20%0.20%Q4 2021Q4 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2018Q3 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q3 2021Q3 20211
Csenge Advisory Group 110.02%0.02%0.02%Q1 2022Q1 20221
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
Fullerton Fund Management Co Ltd. 110.54%0.54%0.54%Q2 2021Q2 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Quantum Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q1 20211
WESTERN FINANCIAL Corp 110.53%0.53%0.53%Q1 2021Q1 20211
PRIVATE ASSET MANAGEMENT INC 110.03%0.03%0.03%Q1 2021Q1 20211
DOLIVER ADVISORS, LP 110.09%0.09%0.09%Q1 2022Q1 20221
Qsemble Capital Management, LP 110.18%0.18%0.18%Q1 2023Q1 20231
Oak Thistle LLC 110.43%0.43%0.43%Q2 2023Q2 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Clearline Capital LP 110.05%0.05%0.05%Q2 2022Q2 20221
Maytus Capital Management, LLC 110.89%0.89%0.89%Q2 2021Q2 20211
Aquila Investment Management LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Allred Capital Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Otter Creek Advisors, LLC 110.81%0.81%0.81%Q4 2019Q4 20191
Woodline Partners LP 110.08%0.08%0.08%Q3 2022Q3 20221
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q4 2020Q4 20201
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LIGHT STREET CAPITAL MANAGEMENT, LLC 111.40%1.40%1.40%Q3 2020Q3 20201
SPRINGS CAPITAL (HONG KONG) Ltd 111.36%1.36%1.36%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Islet Management, LP 110.85%0.85%0.85%Q2 2019Q2 20191
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.11%0.11%0.11%Q3 2021Q3 20211
Lisanti Capital Growth, LLC 110.52%0.52%0.52%Q1 2020Q1 20201
Harvest Portfolios Group Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
TANDEM CAPITAL MANAGEMENT CORP /ADV 110.14%0.14%0.14%Q2 2021Q2 20211
OmniStar Financial Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
GREATMARK INVESTMENT PARTNERS, INC. 110.15%0.15%0.15%Q2 2023Q2 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Jeneq Management LP 110.12%0.12%0.12%Q1 2022Q1 20221
Tech Square Trading LP 110.40%0.40%0.40%Q1 2019Q1 20191
Numen Capital LLP 111.26%1.26%1.26%Q3 2018Q3 20181
Forefront Analytics, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
William Marsh Rice University 110.71%0.71%0.71%Q4 2018Q4 20181
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Burns Matteson Capital Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.13%0.13%0.13%Q2 2020Q2 20201
NinePointTwo Capital LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Eos Management, L.P. 110.75%0.75%0.75%Q4 2022Q4 20221
GARDNER LEWIS ASSET MANAGEMENT L P 110.55%0.55%0.55%Q1 2019Q1 20191
20/20 Capital Management, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Contrarius Investment Management Ltd 113.27%3.27%3.27%Q3 2023Q3 20231
XXEC, Inc. 110.69%0.69%0.69%Q1 2023Q1 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Strategic Advocates LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Wahed Invest LLC 110.07%0.07%0.07%Q2 2022Q2 20221
BOSTON ADVISORS LLC 110.08%0.08%0.08%Q3 2018Q3 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cito Capital Group, LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Turim 21 Investimentos Ltda. 110.00%0.00%0.00%Q1 2021Q1 20211
Cunning Capital Partners, LP 111.04%1.04%1.04%Q4 2020Q4 20201
Myriad Asset Management Ltd. 110.48%0.48%0.48%Q3 2018Q3 20181
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Palogic Value Management, L.P. 110.10%0.10%0.10%Q1 2023Q1 20231
Linden Thomas Advisory Services, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Newfound Research LLC 110.15%0.15%0.15%Q3 2020Q3 20201
Fiera Capital Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Circle Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EASTERLY INVESTMENT PARTNERS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 110.52%0.52%0.52%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Alight Capital Management LP 110.80%0.80%0.80%Q2 2021Q2 20211
CAHILL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
Mass Ave Global Inc. 111.42%1.42%1.42%Q1 2022Q1 20221
Jackson, Grant Investment Advisers, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Piscataqua Savings Bank 110.00%0.00%0.00%Q3 2021Q3 20211
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Inscription Capital, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Kemnay Advisory Services Inc. 110.07%0.07%0.07%Q3 2021Q3 20211
JS Capital Management LLC 110.02%0.02%0.02%Q3 2020Q3 20201
BlueMar Capital Management, LLC 110.83%0.83%0.83%Q3 2018Q3 20181
CUE ADVISORY SERVICES, INC. 110.28%0.28%0.28%Q3 2018Q3 20181
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
PEAK6 Group LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Vanderbilt University 110.63%0.63%0.63%Q1 2019Q1 20191
DRAVO BAY LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Cowen Prime Services LLC 110.03%0.03%0.03%Q2 2018Q2 20181
West Branch Capital LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Mission Creek Capital Partners, Inc. 112.61%2.61%2.61%Q2 2020Q2 20201
OGBORNE CAPITAL MANAGEMENT, LLC 110.37%0.37%0.37%Q3 2019Q3 20191
Watson Rebecca 110.06%0.06%0.06%Q2 2020Q2 20201
SlateStone Wealth, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
KETTLE HILL CAPITAL MANAGEMENT, LLC 114.77%4.77%4.77%Q1 2022Q1 20221
Lombard Odier Asset Management (Switzerland) SA 110.02%0.02%0.02%Q2 2021Q2 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
PROFESSIONAL ADVISORY SERVICES INC 110.03%0.03%0.03%Q2 2021Q2 20211
Redwood Financial Network Corp 110.25%0.25%0.25%Q1 2022Q1 20221
PZENA INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CULLINAN ASSOCIATES INC 110.02%0.02%0.02%Q3 2021Q3 20211
Badgley Phelps Wealth Managers, LLC 110.33%0.33%0.33%Q3 2021Q3 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
OMERS ADMINISTRATION Corp 110.01%0.01%0.01%Q3 2018Q3 20181
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HERBST GROUP, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
City Financial Investment Co Ltd 110.12%0.12%0.12%Q3 2018Q3 20181
Brown University 114.04%4.04%4.04%Q4 2019Q4 20191
Granite Point Capital Management, L.P. 110.32%0.32%0.32%Q4 2022Q4 20221
DCF Advisers, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
MURPHY CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q2 2018Q2 20181
Jabre Capital Partners S.A. 110.06%0.06%0.06%Q2 2018Q2 20181
Shay Capital LLC 110.32%0.32%0.32%Q2 2021Q2 20211
McGowan Group Asset Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
PREMIER ASSET MANAGEMENT LLC 112.09%2.09%2.09%Q1 2020Q1 20201
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Portside Wealth Group, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Red Tortoise LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Glaxis Capital Management, LLC 116.28%6.28%6.28%Q3 2018Q3 20181
Summit Global Investments 110.07%0.07%0.07%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SECOR Capital Advisors, LP 110.11%0.11%0.11%Q1 2019Q1 20191
Galvin, Gaustad & Stein, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Leap Investments LP 110.64%0.64%0.64%Q3 2019Q3 20191
Gemmer Asset Management LLC 111.55%1.55%1.55%Q2 2020Q2 20201
AlphaStar Capital Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Metis Global Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
EastBay Asset Management, LLC 112.60%2.60%2.60%Q3 2018Q3 20181
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LAKE STREET PRIVATE WEALTH, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sheets Smith Investment Management 110.86%0.86%0.86%Q4 2020Q4 20201
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Banco de Sabadell, S.A 110.00%0.00%0.00%Q4 2020Q4 20201
FULTON BREAKEFIELD BROENNIMAN LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Ground Swell Capital, LLC 111.15%1.15%1.15%Q1 2022Q1 20221
Financial Consulate Inc. 111.61%1.61%1.61%Q2 2021Q2 20211
GENERATION INVESTMENT MANAGEMENT LLP 110.01%0.01%0.01%Q4 2018Q4 20181
Quad Capital Management Advisors LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
L & S Advisors Inc 110.22%0.22%0.22%Q3 2020Q3 20201
J Arnold Wealth Management Co 110.39%0.39%0.39%Q4 2020Q4 20201
Polar Capital LLP 110.08%0.08%0.08%Q1 2019Q1 20191
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AJO, LP 110.01%0.01%0.01%Q3 2020Q3 20201
All Season Financial Advisors, Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
Future Financial Wealth Managment LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BEAM WEALTH ADVISORS, INC. 110.22%0.22%0.22%Q3 2020Q3 20201
Mass General Brigham, Inc 110.27%0.27%0.27%Q2 2021Q2 20211
Keudell/Morrison Wealth Management 110.10%0.10%0.10%Q1 2022Q1 20221
Lakeside Advisors, INC. 110.25%0.25%0.25%Q1 2022Q1 20221
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
T. Rowe Price Investment Management, Inc. 110.11%0.11%0.11%Q3 2022Q3 20221
Legacy Financial Advisors, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Robertson Stephens Wealth Management, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
BOULDER HILL CAPITAL MANAGEMENT LP 110.93%0.93%0.93%Q4 2021Q4 20211
WIMMER ASSOCIATES 1, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Advisor OS, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Marcus Capital, LLC 112.07%2.07%2.07%Q3 2018Q3 20181
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Greenspring Associates, Inc. 119.04%9.04%9.04%Q4 2018Q4 20181
Financial Enhancement Group LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.00%0.00%0.00%Q4 2022Q4 20221
Yarbrough Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GRIMES & COMPANY, INC. 110.47%0.47%0.47%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Roubaix Capital, LLC 112.76%2.76%2.76%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MARSHALL WACE ASIA Ltd 110.26%0.26%0.26%Q2 2020Q2 20201
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Edgestream Partners, L.P. 110.09%0.09%0.09%Q3 2023Q3 20231
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
External links

This page lists all the filers that currently own DOCUSIGN INC or have owned DOCUSIGN INC in the past.