ASPEN TECHNOLOGY INC shareholder history

Current and past ASPEN TECHNOLOGY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 660.00%0.00%0.01%Q2 2022Q3 202317
SUSQUEHANNA INTERNATIONAL GROUP, LLP 660.00%0.00%0.00%Q2 2022Q3 202317
Walleye Trading LLC 220.00%0.00%0.01%Q2 2022Q2 20239
IFP Advisors, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 770.00%0.00%0.00%Q2 2022Q4 20237
BARCLAYS PLC 660.00%0.00%0.01%Q2 2022Q3 20237
Russell Investments Group, Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
OSAIC HOLDINGS, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Thomas J. Herzfeld Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PRICE T ROWE ASSOCIATES INC /MD/ 660.00%0.00%0.01%Q2 2022Q3 20236
South Dakota Investment Council 660.02%0.03%0.04%Q2 2022Q3 20236
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 661.69%2.07%2.42%Q2 2022Q3 20236
WHITTIER TRUST CO 660.00%0.01%0.01%Q2 2022Q3 20236
NATIONAL BANK OF CANADA /FI/ 660.00%0.00%0.00%Q2 2022Q3 20236
SYNOVUS FINANCIAL CORP 660.02%0.03%0.03%Q2 2022Q3 20236
SEI INVESTMENTS CO 660.06%0.07%0.09%Q2 2022Q3 20236
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q2 2022Q3 20236
MITCHELL & PAHL PRIVATE WEALTH, LLC 660.17%0.23%0.28%Q2 2022Q3 20236
Boston Trust Walden Corp 660.03%0.18%0.41%Q2 2022Q3 20236
UBS Group AG 660.00%0.00%0.00%Q2 2022Q3 20236
Arizona State Retirement System 660.01%0.02%0.02%Q2 2022Q3 20236
NATIXIS ADVISORS, L.P. 660.02%0.03%0.04%Q2 2022Q3 20236
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q2 2022Q3 20236
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 660.04%0.06%0.08%Q2 2022Q3 20236
MetLife Investment Management, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
SECURIAN ASSET MANAGEMENT, INC 660.01%0.01%0.02%Q2 2022Q3 20236
Stephens Investment Management Group LLC 660.46%0.60%0.76%Q2 2022Q3 20236
Utah Retirement Systems 660.01%0.02%0.02%Q2 2022Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.04%0.06%0.08%Q2 2022Q3 20236
Invesco Ltd. 660.00%0.01%0.01%Q2 2022Q3 20236
Maryland State Retirement & Pension System 660.01%0.02%0.04%Q2 2022Q3 20236
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 660.04%0.05%0.06%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 660.02%0.03%0.03%Q2 2022Q3 20236
GOLDMAN SACHS GROUP INC 660.00%0.01%0.02%Q2 2022Q3 20236
Zurcher Kantonalbank (Zurich Cantonalbank) 660.00%0.01%0.01%Q2 2022Q3 20236
MORGAN STANLEY 660.00%0.00%0.01%Q2 2022Q3 20236
FRANKLIN RESOURCES INC 660.02%0.09%0.13%Q2 2022Q3 20236
AMERICAN CAPITAL MANAGEMENT INC 660.09%0.27%0.68%Q2 2022Q3 20236
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
CREDIT SUISSE AG/ 660.01%0.03%0.06%Q2 2022Q3 20236
Gotham Asset Management, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Neuberger Berman Group LLC 660.14%0.19%0.24%Q2 2022Q3 20236
CITIGROUP INC 660.00%0.00%0.00%Q2 2022Q3 20236
Aristotle Capital Boston, LLC 660.62%0.83%1.04%Q2 2022Q3 20236
Lombard Odier Asset Management (Switzerland) SA 660.19%0.38%0.76%Q2 2022Q3 20236
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2022Q3 20236
STATE STREET CORP 660.01%0.01%0.01%Q2 2022Q3 20236
Advisor OS, LLC 660.12%0.16%0.23%Q2 2022Q3 20236
TRUIST FINANCIAL CORP 660.01%0.01%0.01%Q2 2022Q3 20236
Sumitomo Mitsui Trust Holdings, Inc. 660.05%0.07%0.08%Q2 2022Q3 20236
Treasurer of the State of North Carolina 660.01%0.01%0.02%Q2 2022Q3 20236
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
TEACHER RETIREMENT SYSTEM OF TEXAS 660.00%0.01%0.01%Q2 2022Q3 20236
Retirement Systems of Alabama 660.03%0.03%0.04%Q2 2022Q3 20236
Lombard Odier Asset Management (Europe) Ltd 660.03%0.08%0.12%Q2 2022Q3 20236
SHELTON CAPITAL MANAGEMENT 660.01%0.02%0.03%Q2 2022Q3 20236
Precision Wealth Strategies, LLC 660.23%0.35%0.52%Q2 2022Q3 20236
Raymond James Financial Services Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Quent Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Fiera Capital Corp 660.09%0.12%0.17%Q2 2022Q3 20236
NORDEA INVESTMENT MANAGEMENT AB 660.21%0.29%0.36%Q2 2022Q3 20236
GEODE CAPITAL MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
RHUMBLINE ADVISERS 660.02%0.02%0.03%Q2 2022Q3 20236
Swiss National Bank 660.01%0.01%0.02%Q2 2022Q3 20236
NewEdge Wealth, LLC 660.12%0.16%0.19%Q2 2022Q3 20236
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 660.01%0.01%0.02%Q2 2022Q3 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q2 2022Q3 20236
TOWNSQUARE CAPITAL LLC 660.06%0.07%0.09%Q2 2022Q3 20236
Nuveen Asset Management, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Exchange Capital Management, Inc. 660.05%0.07%0.09%Q2 2022Q3 20236
Eagle Bay Advisors LLC 660.04%0.07%0.10%Q2 2022Q3 20236
Bank of New York Mellon Corp 660.01%0.01%0.02%Q2 2022Q3 20236
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.01%0.02%0.03%Q2 2022Q3 20236
XPONANCE, INC. 660.01%0.02%0.03%Q2 2022Q3 20236
Polen Capital Management 660.00%0.00%0.01%Q2 2022Q3 20236
D.A. DAVIDSON & CO. 660.00%0.00%0.00%Q2 2022Q3 20236
Crossmark Global Holdings, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
LAZARD ASSET MANAGEMENT LLC 660.08%0.11%0.14%Q2 2022Q3 20236
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 660.01%0.01%0.02%Q2 2022Q3 20236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.01%0.02%Q2 2022Q3 20236
State of New Jersey Common Pension Fund D 660.01%0.01%0.02%Q2 2022Q3 20236
State of Alaska, Department of Revenue 660.01%0.02%0.04%Q2 2022Q3 20236
MACQUARIE GROUP LTD 660.00%0.04%0.11%Q2 2022Q3 20236
Outlook Wealth Advisors, LLC 660.13%0.18%0.22%Q2 2022Q3 20236
BENJAMIN EDWARDS INC 660.04%0.06%0.07%Q2 2022Q3 20236
FMR LLC 660.00%0.03%0.06%Q2 2022Q3 20236
STEPHENS INC /AR/ 660.01%0.01%0.01%Q2 2022Q3 20236
RMB Capital Management, LLC 660.11%0.14%0.16%Q2 2022Q3 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.01%0.01%0.02%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 660.04%0.07%0.12%Q2 2022Q3 20236
Louisiana State Employees Retirement System 660.03%0.04%0.05%Q2 2022Q3 20236
Curated Wealth Partners LLC 660.05%0.07%0.10%Q2 2022Q3 20236
Meridian Financial Partners LLC 660.19%0.37%0.60%Q2 2022Q3 20236
Bell Investment Advisors, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
SIGNATUREFD, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ALLIANCEBERNSTEIN L.P. 660.00%0.00%0.01%Q2 2022Q3 20236
CI INVESTMENTS INC. 660.00%0.00%0.00%Q2 2022Q3 20236
KBC Group NV 660.01%0.01%0.02%Q2 2022Q3 20236
JANUS HENDERSON GROUP PLC 660.02%0.03%0.04%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.04%0.07%0.09%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
AMERICAN CENTURY COMPANIES INC 660.00%0.00%0.01%Q2 2022Q3 20236
Two Creeks Capital Management, LP 661.59%4.04%6.90%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.01%0.02%0.03%Q2 2022Q3 20236
LORD, ABBETT & CO. LLC 660.07%0.21%0.48%Q2 2022Q3 20236
US BANCORP \DE\ 660.00%0.01%0.01%Q2 2022Q3 20236
Walleye Capital LLC 330.00%0.01%0.02%Q4 2022Q2 20236
WILKINS INVESTMENT COUNSEL INC 660.28%0.37%0.50%Q2 2022Q3 20236
Jackson Square Partners, LLC 662.53%3.62%4.55%Q2 2022Q3 20236
Ensign Peak Advisors, Inc 660.00%0.01%0.01%Q2 2022Q3 20236
ENVESTNET ASSET MANAGEMENT INC 660.01%0.01%0.01%Q2 2022Q3 20236
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
HOWLAND CAPITAL MANAGEMENT LLC 660.46%0.91%1.29%Q2 2022Q3 20236
Daiwa Securities Group Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
PRINCIPAL FINANCIAL GROUP INC 660.02%0.02%0.03%Q2 2022Q3 20236
BROWN ADVISORY INC 660.00%0.01%0.01%Q2 2022Q3 20236
Robeco Institutional Asset Management B.V. 660.01%0.09%0.20%Q2 2022Q3 20236
BlackRock Inc. 660.02%0.03%0.03%Q2 2022Q3 20236
Legal & General Group Plc 660.00%0.01%0.01%Q2 2022Q3 20236
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.01%Q2 2022Q3 20236
LPL Financial LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Atria Investments, Inc 660.03%0.04%0.06%Q2 2022Q3 20236
VICTORY CAPITAL MANAGEMENT INC 660.00%0.00%0.01%Q2 2022Q3 20236
STIFEL FINANCIAL CORP 660.02%0.03%0.03%Q2 2022Q3 20236
PNC FINANCIAL SERVICES GROUP, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
STATE OF MICHIGAN RETIREMENT SYSTEM 660.01%0.01%0.01%Q2 2022Q3 20236
AMERIPRISE FINANCIAL INC 660.00%0.01%0.03%Q2 2022Q3 20236
QUADRANT CAPITAL GROUP LLC 660.00%0.01%0.01%Q2 2022Q3 20236
LVW Advisors, LLC 660.09%0.12%0.17%Q2 2022Q3 20236
TORRAY INVESTMENT PARTNERS LLC 660.18%0.23%0.30%Q2 2022Q3 20236
NORTHERN TRUST CORP 660.01%0.01%0.01%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 660.02%0.02%0.02%Q2 2022Q3 20236
Covestor Ltd 660.03%0.05%0.09%Q2 2022Q3 20236
HighTower Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 660.01%0.03%0.05%Q2 2022Q3 20236
BROWN BROTHERS HARRIMAN & CO 660.00%0.02%0.06%Q2 2022Q3 20236
YOUSIF CAPITAL MANAGEMENT, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.02%0.02%0.03%Q2 2022Q3 20236
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 660.02%0.04%0.06%Q2 2022Q3 20236
ProShare Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
EverSource Wealth Advisors, LLC 660.03%0.06%0.11%Q2 2022Q3 20236
Rockefeller Capital Management L.P. 660.01%0.02%0.02%Q2 2022Q3 20236
VOYA INVESTMENT MANAGEMENT LLC 660.01%0.03%0.08%Q2 2022Q3 20236
M&T BANK CORP 660.00%0.01%0.05%Q2 2022Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.07%0.12%0.17%Q2 2022Q3 20236
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q2 2022Q3 20236
Valley Forge Capital Management, LP 661.44%1.69%2.06%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.01%0.01%0.02%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 660.01%0.01%0.02%Q2 2022Q3 20236
Capital Research Global Investors 660.01%0.01%0.02%Q2 2022Q3 20236
Fisher Asset Management, LLC 660.02%0.04%0.07%Q2 2022Q3 20236
NISA INVESTMENT ADVISORS, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
DIMENSIONAL FUND ADVISORS LP 660.01%0.02%0.02%Q2 2022Q3 20236
FEDERATED HERMES, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Steward Partners Investment Advisory, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
THORNBURG INVESTMENT MANAGEMENT INC 660.16%0.20%0.26%Q2 2022Q3 20236
AMALGAMATED BANK 660.03%0.04%0.05%Q2 2022Q3 20236
COMMERCE BANK 660.00%0.00%0.00%Q2 2022Q3 20236
BESSEMER GROUP INC 660.00%0.07%0.20%Q2 2022Q3 20236
NEW YORK STATE COMMON RETIREMENT FUND 660.01%0.01%0.01%Q2 2022Q3 20236
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 660.01%0.01%0.02%Q2 2022Q3 20236
Pacer Advisors, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
VAN ECK ASSOCIATES CORP 660.00%0.00%0.02%Q2 2022Q3 20236
Ameritas Investment Partners, Inc. 660.05%0.06%0.08%Q2 2022Q3 20236
ClearBridge Investments 660.08%0.09%0.11%Q2 2022Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.01%0.01%0.01%Q2 2022Q3 20236
MILLENNIUM MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Global Retirement Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SIT INVESTMENT ASSOCIATES INC 660.06%0.08%0.10%Q2 2022Q3 20236
Pertento Partners LLP 665.81%7.40%10.64%Q2 2022Q3 20236
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 660.01%0.02%0.03%Q2 2022Q3 20236
SRS Capital Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ROYAL BANK OF CANADA 660.00%0.01%0.01%Q2 2022Q3 20236
ARGENT CAPITAL MANAGEMENT LLC 660.08%0.10%0.13%Q2 2022Q3 20236
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.01%0.01%Q2 2022Q3 20236
KORNITZER CAPITAL MANAGEMENT INC /KS 660.15%0.19%0.24%Q2 2022Q3 20236
TEXAS PERMANENT SCHOOL FUND CORP 660.04%0.06%0.08%Q2 2022Q3 20236
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
LINCOLN NATIONAL CORP 660.01%0.01%0.01%Q2 2022Q3 20236
BANK OF AMERICA CORP /DE/ 660.00%0.00%0.00%Q2 2022Q3 20236
STATE OF WISCONSIN INVESTMENT BOARD 660.01%0.01%0.02%Q2 2022Q3 20236
Vestmark Advisory Solutions, Inc. 660.26%0.32%0.40%Q2 2022Q3 20236
Glassman Wealth Services 660.00%0.00%0.00%Q2 2022Q3 20236
ASSETMARK, INC 550.00%0.00%0.00%Q3 2022Q3 20235
TD Waterhouse Canada Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
BANK OF MONTREAL /CAN/ 320.00%0.00%0.00%Q2 2022Q3 20235
TimesSquare Capital Management, LLC 550.67%0.74%0.84%Q3 2022Q3 20235
Schonfeld Strategic Advisors LLC 320.00%0.01%0.04%Q2 2022Q3 20235
Allspring Global Investments Holdings, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Amundi 550.00%0.00%0.00%Q3 2022Q3 20235
Woodline Partners LP 550.07%0.10%0.15%Q3 2022Q3 20235
Assenagon Asset Management S.A. 550.00%0.00%0.00%Q3 2022Q3 20235
DUPONT CAPITAL MANAGEMENT CORP 550.02%0.03%0.05%Q2 2022Q2 20235
HRT FINANCIAL LP 410.02%0.05%0.08%Q2 2022Q3 20235
Garrison Asset Management, LLC 550.25%0.32%0.40%Q3 2022Q3 20235
State of Tennessee, Treasury Department 550.01%0.02%0.03%Q3 2022Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 550.01%0.06%0.13%Q3 2022Q3 20235
Blue Zone Wealth Advisors, LLC 550.18%0.23%0.26%Q2 2022Q2 20235
PANAGORA ASSET MANAGEMENT INC 550.00%0.01%0.01%Q3 2022Q3 20235
SHELL ASSET MANAGEMENT CO 550.01%0.02%0.02%Q2 2022Q2 20235
FIRST TRUST ADVISORS LP 550.00%0.00%0.02%Q2 2022Q2 20235
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 550.01%0.01%0.02%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Empowered Funds, LLC 550.02%0.04%0.06%Q3 2022Q3 20235
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q3 2022Q3 20235
Snider Financial Group 551.24%1.61%2.01%Q3 2022Q3 20235
AQR Capital Management 410.00%0.00%0.00%Q2 2022Q3 20235
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2022Q3 20235
B. Riley Wealth Advisors, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
BI Asset Management Fondsmaeglerselskab A/S 410.00%0.00%0.01%Q2 2022Q3 20235
D. E. Shaw & Co., Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
ExodusPoint Capital Management, LP 410.00%0.02%0.03%Q2 2022Q3 20235
GUGGENHEIM CAPITAL LLC 550.01%0.02%0.03%Q2 2022Q2 20235
SG Americas Securities, LLC 410.01%0.02%0.05%Q2 2022Q3 20235
NICHOLS & PRATT ADVISERS LLP /MA 550.04%0.09%0.25%Q3 2022Q3 20235
DekaBank Deutsche Girozentrale 550.00%0.00%0.00%Q3 2022Q3 20235
VANGUARD GROUP INC 550.01%0.02%0.02%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
WESBANCO BANK INC 410.01%0.02%0.02%Q2 2022Q3 20235
PICTET ASSET MANAGEMENT SA 550.00%0.00%0.00%Q2 2022Q2 20235
Allworth Financial LP 410.00%0.00%0.00%Q2 2022Q3 20235
BAMCO INC /NY/ 550.26%0.36%0.45%Q3 2022Q3 20235
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
JANICZEK WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
PRIVATE TRUST CO NA 410.00%0.00%0.00%Q2 2022Q3 20235
AXA S.A. 550.08%0.13%0.17%Q3 2022Q3 20235
WELLINGTON MANAGEMENT GROUP LLP 550.01%0.01%0.02%Q3 2022Q3 20235
BANK OF NOVA SCOTIA 550.00%0.00%0.00%Q3 2022Q3 20235
Vanguard Personalized Indexing Management, LLC 410.01%0.02%0.03%Q2 2022Q3 20235
FDx Advisors, Inc. 550.04%0.05%0.06%Q2 2022Q2 20235
C M BIDWELL & ASSOCIATES LTD 550.01%0.06%0.11%Q3 2022Q3 20235
REGIONS FINANCIAL CORP 550.02%0.03%0.04%Q3 2022Q3 20235
Jump Financial, LLC 410.01%0.02%0.04%Q2 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Parkside Financial Bank & Trust 320.00%0.01%0.02%Q2 2022Q3 20235
SEGALL BRYANT & HAMILL, LLC 550.01%0.01%0.02%Q2 2022Q2 20235
Candriam S.C.A. 550.03%0.05%0.10%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Skandinaviska Enskilda Banken AB (publ) 410.01%0.01%0.03%Q2 2022Q3 20235
Intercontinental Wealth Advisors, LLC 550.09%0.12%0.15%Q2 2022Q2 20235
Vestcor Inc 440.00%0.01%0.01%Q4 2022Q3 20234
Tredje AP-fonden 440.01%0.02%0.02%Q4 2022Q3 20234
PROFUND ADVISORS LLC 440.01%0.02%0.02%Q2 2022Q1 20234
Gulf International Bank (UK) Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 440.00%0.01%0.01%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.08%0.10%0.11%Q4 2022Q3 20234
Sumitomo Mitsui DS Asset Management Company, Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Allianz Asset Management GmbH 310.00%0.02%0.07%Q2 2022Q3 20234
OPPENHEIMER ASSET MANAGEMENT INC. 440.00%0.02%0.03%Q2 2022Q1 20234
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Close Asset Management Ltd 440.03%0.03%0.04%Q4 2022Q3 20234
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 440.01%0.01%0.01%Q4 2022Q3 20234
Lindbrook Capital, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Ethic Inc. 440.01%0.02%0.02%Q4 2022Q3 20234
AVIVA PLC 440.02%0.02%0.03%Q4 2022Q3 20234
IFM Investors Pty Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.24%0.37%0.53%Q4 2022Q3 20234
COMERICA BANK 310.02%0.02%0.03%Q2 2022Q3 20234
Grantham, Mayo, Van Otterloo & Co. LLC 440.01%0.02%0.02%Q4 2022Q3 20234
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 440.03%0.04%0.05%Q4 2022Q3 20234
EQUITABLE TRUST CO 440.03%0.04%0.05%Q4 2022Q3 20234
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEPH & CO 440.05%0.08%0.10%Q4 2022Q3 20234
Mitsubishi UFJ Trust & Banking Corp 440.01%0.01%0.01%Q4 2022Q3 20234
WOLFF WIESE MAGANA LLC 220.00%0.03%0.07%Q2 2022Q3 20234
Squarepoint Ops LLC 310.00%0.01%0.02%Q2 2022Q2 20234
Prestige Wealth Management Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STRS OHIO 440.00%0.01%0.01%Q2 2022Q1 20234
Versant Capital Management, Inc 440.00%0.00%0.00%Q1 2023Q4 20234
APG Asset Management N.V. 440.01%0.01%0.01%Q4 2022Q3 20234
Rivermont Capital Management LP 442.41%3.94%7.41%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 310.01%0.01%0.01%Q2 2022Q3 20234
TD ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Asset Management One Co., Ltd. 440.01%0.01%0.01%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 440.02%0.03%0.03%Q2 2022Q1 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Raleigh Capital Management Inc. 310.00%0.00%0.01%Q3 2022Q3 20234
Activest Wealth Management 440.00%0.02%0.04%Q4 2022Q3 20234
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.00%0.00%0.01%Q2 2022Q2 20234
Baker Avenue Asset Management, LP 440.00%0.04%0.15%Q4 2022Q3 20234
Korea Investment CORP 440.00%0.00%0.01%Q4 2022Q3 20234
PRUDENTIAL PLC 440.00%0.01%0.01%Q4 2022Q3 20234
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q2 2022Q1 20234
EARNEST PARTNERS LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.01%Q4 2022Q3 20234
CenterBook Partners LP 440.04%0.07%0.13%Q3 2022Q2 20234
FourThought Financial Partners, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
WOLVERINE TRADING, LLC 220.00%0.00%0.00%Q3 2022Q4 20224
MONETA GROUP INVESTMENT ADVISORS LLC 440.01%0.01%0.01%Q2 2022Q1 20234
COLONY GROUP LLC 440.05%0.06%0.08%Q2 2022Q1 20234
Front Row Advisors LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Man Group plc 210.00%0.01%0.02%Q4 2022Q3 20233
Zullo Investment Group, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Bank Julius Baer & Co. Ltd, Zurich 330.01%0.01%0.01%Q3 2022Q1 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Veritable, L.P. 330.00%0.00%0.01%Q3 2022Q1 20233
RIVERBRIDGE PARTNERS LLC 330.22%0.27%0.32%Q2 2022Q4 20223
Engineers Gate Manager LP 210.02%0.04%0.07%Q2 2022Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.02%0.02%Q2 2022Q3 20233
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 330.05%0.05%0.06%Q3 2022Q1 20233
Verition Fund Management LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Cubist Systematic Strategies, LLC 330.00%0.01%0.02%Q2 2022Q4 20223
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Advisors Asset Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Qube Research & Technologies Ltd 330.01%0.04%0.08%Q4 2022Q2 20233
Polar Capital Holdings Plc 330.01%0.01%0.02%Q4 2022Q2 20233
Creative Planning 110.00%0.00%0.00%Q3 2022Q3 20233
Laurel Wealth Advisors, Inc. 330.08%0.11%0.14%Q2 2022Q4 20223
Advisory Services Network, LLC 210.00%0.01%0.01%Q2 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
BANQUE PICTET & CIE SA 330.00%0.01%0.01%Q4 2022Q2 20233
Quantum Private Wealth, LLC 210.10%0.12%0.13%Q4 2022Q3 20233
JFS WEALTH ADVISORS, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Red Tortoise LLC 210.00%0.00%0.00%Q3 2021Q1 20233
Sutton Wealth Advisors Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Banco Santander, S.A. 330.01%0.01%0.01%Q2 2022Q4 20223
WINTON GROUP Ltd 330.02%0.02%0.03%Q1 2023Q3 20233
HANSEATIC MANAGEMENT SERVICES INC 331.10%1.35%1.69%Q2 2022Q4 20223
HERITAGE WEALTH MANAGEMENT, LLC 330.08%0.10%0.11%Q2 2022Q4 20223
GABELLI FUNDS LLC 330.01%0.01%0.02%Q2 2022Q4 20223
MARSHALL WACE, LLP 210.00%0.01%0.02%Q2 2022Q1 20233
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 210.00%0.00%0.00%Q4 2022Q3 20233
CIBC Asset Management Inc 330.00%0.00%0.00%Q2 2022Q4 20223
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q2 2022Q4 20223
TUDOR INVESTMENT CORP ET AL 220.01%0.01%0.02%Q4 2022Q1 20233
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.02%0.02%0.04%Q4 2022Q3 20233
Hitchwood Capital Management LP 330.49%0.67%0.87%Q2 2022Q4 20223
NORGES BANK 330.01%0.01%0.02%Q2 2022Q4 20223
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.08%0.09%0.10%Q3 2022Q1 20233
HSBC HOLDINGS PLC 210.00%0.00%0.00%Q4 2022Q3 20233
BESSEMER SECURITIES LLC 330.28%0.34%0.42%Q2 2022Q4 20223
Estate Counselors, LLC 330.14%0.17%0.19%Q1 2023Q3 20233
CNA FINANCIAL CORP 330.25%0.28%0.34%Q2 2022Q4 20223
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arlington Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EAM Global Investors LLC 330.32%0.62%0.90%Q2 2022Q4 20223
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.00%0.00%0.00%Q4 2022Q2 20233
IEQ CAPITAL, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
SYSTM Wealth Solutions LLC 210.03%0.03%0.04%Q4 2022Q3 20233
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.01%0.01%Q2 2022Q4 20223
AGF MANAGEMENT LTD 330.02%0.02%0.02%Q1 2023Q3 20233
Wallace Advisory Group, LLC 330.18%0.19%0.20%Q4 2022Q2 20233
Column Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NewEdge Advisors, LLC 210.00%0.01%0.02%Q3 2022Q2 20233
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
OSTRUM ASSET MANAGEMENT 330.01%0.02%0.04%Q1 2023Q3 20233
Caprock Group, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
CoreCap Advisors, LLC 110.00%0.01%0.02%Q2 2022Q4 20222
GoalVest Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ArrowMark Colorado Holdings LLC 220.08%0.08%0.08%Q2 2022Q3 20222
Headlands Technologies LLC 220.00%0.03%0.06%Q2 2023Q3 20232
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
INTECH INVESTMENT MANAGEMENT LLC 220.00%0.01%0.01%Q1 2023Q2 20232
DUALITY ADVISERS, LP 110.08%0.13%0.18%Q4 2022Q2 20232
Petrus Trust Company, LTA 110.03%0.03%0.03%Q4 2022Q2 20232
FORA Capital, LLC 110.07%0.13%0.18%Q4 2022Q2 20232
Polianta Ltd 220.50%0.53%0.55%Q2 2023Q3 20232
ZEVENBERGEN CAPITAL INVESTMENTS LLC 220.55%0.68%0.81%Q3 2022Q4 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.02%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BALYASNY ASSET MANAGEMENT L.P. 220.01%0.02%0.04%Q2 2023Q3 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q2 2023Q3 20232
BOKF, NA 110.00%0.01%0.01%Q2 2022Q1 20232
AFFINITY INVESTMENT ADVISORS, LLC 220.14%0.16%0.18%Q4 2022Q1 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.01%0.01%0.01%Q2 2022Q3 20222
WESTPAC BANKING CORP 220.01%0.01%0.02%Q4 2022Q1 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Portside Wealth Group, LLC 220.08%0.10%0.11%Q2 2023Q3 20232
Point72 Asset Management, L.P. 110.01%0.02%0.03%Q2 2022Q4 20222
Icon Wealth Advisors, LLC 220.03%0.03%0.04%Q3 2022Q4 20222
HOWE & RUSLING INC 220.00%0.00%0.00%Q2 2022Q3 20222
Shepherd Financial Partners LLC 110.04%0.04%0.04%Q3 2022Q1 20232
USA FINANCIAL FORMULAS 220.33%0.48%0.64%Q2 2022Q3 20222
Banque Cantonale Vaudoise 220.00%0.01%0.01%Q2 2023Q3 20232
Caption Management, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Independent Franchise Partners LLP 220.48%0.63%0.78%Q2 2023Q3 20232
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Ellis Investment Partners, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
Integrated Wealth Concepts LLC 220.01%0.02%0.02%Q2 2023Q3 20232
FRED ALGER MANAGEMENT, LLC 220.07%0.09%0.10%Q3 2022Q4 20222
American Portfolios Advisors 220.00%0.00%0.00%Q2 2022Q3 20222
Oribel Capital Management, LP 110.20%0.30%0.39%Q2 2022Q1 20232
OSSIAM 220.00%0.00%0.00%Q1 2023Q2 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Centiva Capital, LP 110.01%0.01%0.01%Q2 2022Q3 20232
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.01%Q3 2022Q4 20222
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PITCAIRN CO 110.02%0.02%0.02%Q2 2022Q1 20232
FIL Ltd 220.00%0.00%0.00%Q2 2022Q3 20222
TWINBEECH CAPITAL LP 220.06%0.09%0.12%Q2 2023Q3 20232
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2022Q3 20232
Legacy Advisors, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 110.01%0.01%0.02%Q3 2022Q1 20232
Mn Services Vermogensbeheer B.V. 220.02%0.02%0.03%Q2 2023Q3 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Calamos Advisors LLC 220.00%0.01%0.01%Q3 2022Q4 20222
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2023Q3 20232
Knowledge Leaders Capital, LLC 221.22%1.25%1.27%Q2 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Quantamental Technologies LLC 220.09%0.12%0.16%Q2 2022Q3 20222
Edmonds Duncan Registered Investment Advisors, LLC 220.07%0.08%0.09%Q3 2022Q4 20222
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q2 2022Q3 20222
ONTARIO TEACHERS PENSION PLAN BOARD 220.00%0.00%0.00%Q4 2022Q1 20232
Ergoteles LLC 110.01%0.02%0.03%Q3 2022Q1 20232
Wealth Alliance 110.03%0.04%0.04%Q1 2023Q3 20232
KB FINANCIAL PARTNERS, LLC 220.11%0.13%0.14%Q2 2023Q3 20232
WealthPlan Investment Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Prospera Financial Services Inc 220.01%0.05%0.09%Q2 2022Q3 20222
MARTINGALE ASSET MANAGEMENT L P 220.01%0.03%0.05%Q2 2022Q3 20222
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q2 2022Q3 20222
EXCHANGE TRADED CONCEPTS, LLC 220.02%0.02%0.02%Q3 2023Q4 20232
Bayesian Capital Management, LP 220.07%0.08%0.09%Q3 2022Q4 20222
Westwind Capital 220.02%1.19%2.37%Q1 2023Q2 20232
Epoch Investment Partners, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CVA Family Office, LLC 110.00%0.00%0.01%Q2 2022Q2 20232
Capital Asset Advisory Services LLC 220.05%0.05%0.05%Q2 2022Q3 20222
SkyView Investment Advisors, LLC 220.11%0.17%0.23%Q2 2023Q3 20232
XTX Topco Ltd 110.05%0.08%0.10%Q4 2022Q2 20232
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q3 20232
FourThought Financial, LLC 220.04%0.06%0.08%Q2 2022Q3 20222
HBK Sorce Advisory LLC 220.06%0.06%0.07%Q3 2022Q4 20222
PineBridge Investments, L.P. 220.01%0.02%0.03%Q2 2023Q3 20232
Virtu Financial LLC 110.04%0.05%0.06%Q4 2022Q2 20232
Illinois Municipal Retirement Fund 220.03%0.04%0.04%Q2 2022Q3 20222
Eisler Capital (UK) Ltd. 110.04%0.04%0.04%Q3 2022Q3 20221
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
Tidal Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2022Q2 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Thrive Wealth Management, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Blueprint Investment Partners LLC 110.05%0.05%0.05%Q4 2022Q4 20221
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Cordasco Financial Network 110.01%0.01%0.01%Q2 2022Q2 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hutchens & Kramer Investment Management Group, LLC 110.17%0.17%0.17%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Curi Wealth Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q3 2022Q3 20221
ALPINE ASSOCIATES MANAGEMENT INC. 110.36%0.36%0.36%Q2 2022Q2 20221
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AIGEN INVESTMENT MANAGEMENT, LP 110.08%0.08%0.08%Q4 2022Q4 20221
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
True Wealth Design, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
MJP ASSOCIATES INC /ADV 110.06%0.06%0.06%Q3 2023Q3 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
State of Wyoming 110.02%0.02%0.02%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Kula Investments, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
CAXTON ASSOCIATES LP 110.04%0.04%0.04%Q3 2022Q3 20221
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Desjardins Global Asset Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CTC Capital Management, LLC 110.42%0.42%0.42%Q3 2022Q3 20221
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TriaGen Wealth Management LLC 110.27%0.27%0.27%Q1 2023Q1 20231
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leucadia National 110.02%0.02%0.02%Q1 2023Q1 20231
Hillsdale Investment Management Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Foundry Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ALGERT GLOBAL LLC 110.19%0.19%0.19%Q2 2022Q2 20221
ESSEX INVESTMENT MANAGEMENT CO LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Oak Thistle LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Magnetar Financial LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Diametric Capital, LP 110.20%0.20%0.20%Q1 2023Q1 20231
EDMOND DE ROTHSCHILD HOLDING S.A. 110.30%0.30%0.30%Q2 2022Q2 20221
Koshinski Asset Management, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ABLE Financial Group, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Alberta Investment Management Corp 110.00%0.00%0.00%Q1 2023Q1 20231
AGF Investments LLC 110.17%0.17%0.17%Q3 2022Q3 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Weiss Multi-Strategy Advisers LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Achmea Investment Management B.V. 110.00%0.00%0.00%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
Aureus Asset Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Dynamic Technology Lab Private Ltd 110.04%0.04%0.04%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Lido Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Echo Street Capital Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Brookstone Capital Management 110.01%0.01%0.01%Q3 2022Q3 20221
Lloyd Advisory Services, LLC. 110.12%0.12%0.12%Q3 2023Q3 20231
West Branch Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Waratah Capital Advisors Ltd. 110.03%0.03%0.03%Q2 2022Q2 20221
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Telemark Asset Management, LLC 110.75%0.75%0.75%Q3 2022Q3 20221
KIM, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Meiji Yasuda Asset Management Co Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Roberts Wealth Advisors, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
AdvisorShares Investments LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2022Q2 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NORDEN GROUP LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Weiss Asset Management LP 110.18%0.18%0.18%Q1 2023Q1 20231
Kolinsky Wealth Management, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
SEEYOND 110.01%0.01%0.01%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Private Capital Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Icon Wealth Partners, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
GAMCO INVESTORS, INC. ET AL 110.01%0.01%0.01%Q2 2022Q2 20221
Presidio Capital Management, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
MIRABELLA FINANCIAL SERVICES LLP 110.14%0.14%0.14%Q1 2023Q1 20231
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2022Q4 20221
F/M Investments LLC 111.53%1.53%1.53%Q4 2022Q4 20221
Ilmarinen Mutual Pension Insurance Co 110.05%0.05%0.05%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Quarry LP 110.01%0.01%0.01%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HighTower Trust Company, N.A. 110.10%0.10%0.10%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lighthouse Investment Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
CORNERCAP INVESTMENT COUNSEL INC 110.08%0.08%0.08%Q2 2022Q2 20221
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Virtue Capital Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231

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