ENVESTNET INC shareholder history

Current and past ENVESTNET INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.00%Q4 2013Q3 202392
Citadel Advisors 3010.00%0.00%0.01%Q2 2014Q3 202382
Walleye Trading LLC 1410.00%0.00%0.02%Q3 2015Q3 202366
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202344
BNP PARIBAS FINANCIAL MARKETS 2510.00%0.00%0.01%Q4 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.10%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.04%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.02%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.02%0.11%0.57%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.10%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.03%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.02%0.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.05%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.03%0.11%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.03%0.06%0.09%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
ClearBridge Investments 42420.01%0.05%0.08%Q2 2013Q3 202342
Summit Creek Advisors LLC 41411.16%2.32%3.46%Q3 2013Q3 202341
DF DENT & CO INC 41410.01%0.85%1.76%Q3 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 41410.00%0.00%0.00%Q3 2013Q3 202341
GOLDMAN SACHS GROUP INC 41410.00%0.00%0.01%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
GEODE CAPITAL MANAGEMENT, LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
FEDERATED HERMES, INC. 3190.01%0.08%0.25%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.01%0.04%Q4 2013Q3 202340
BAMCO INC /NY/ 40400.00%0.02%0.04%Q4 2013Q3 202340
Robeco Institutional Asset Management B.V. 39390.00%0.04%0.10%Q1 2014Q3 202339
US BANCORP \DE\ 3360.00%0.00%0.01%Q4 2013Q3 202339
PRICE T ROWE ASSOCIATES INC /MD/ 39390.00%0.01%0.02%Q1 2014Q3 202339
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202338
STIFEL FINANCIAL CORP 3260.00%0.02%0.13%Q1 2014Q3 202338
Stephens Investment Management Group LLC 38380.30%1.16%1.69%Q2 2014Q3 202338
PRINCIPAL FINANCIAL GROUP INC 2620.00%0.00%0.01%Q2 2013Q3 202337
ROYAL BANK OF CANADA 3020.00%0.01%0.02%Q3 2013Q3 202337
MILLENNIUM MANAGEMENT LLC 2810.00%0.01%0.04%Q3 2013Q3 202337
GREAT WEST LIFE ASSURANCE CO /CAN/ 21160.00%0.00%0.01%Q2 2014Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
RAYMOND JAMES & ASSOCIATES 3120.00%0.00%0.01%Q2 2015Q3 202337
Tower Research Capital LLC (TRC) 1510.00%0.01%0.05%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.00%0.01%Q4 2014Q3 202336
JANUS HENDERSON GROUP PLC 36360.04%0.10%0.19%Q4 2014Q3 202336
LOOMIS SAYLES & CO L P 2880.02%0.06%0.08%Q3 2013Q2 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
FRANKLIN RESOURCES INC 3320.00%0.01%0.03%Q2 2013Q3 202335
BLAIR WILLIAM & CO/IL 35350.00%0.03%0.09%Q2 2013Q4 202135
NORGES BANK 35350.00%0.01%0.01%Q2 2014Q4 202235
Mariner, LLC 34340.00%0.01%0.03%Q2 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.01%0.03%Q2 2015Q3 202334
ROYCE & ASSOCIATES LP 2590.00%0.02%0.07%Q2 2013Q3 202334
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.02%Q3 2014Q3 202334
PRUDENTIAL FINANCIAL INC 2610.00%0.01%0.03%Q2 2013Q3 202333
BROWN ADVISORY INC 1550.00%0.08%0.16%Q1 2014Q3 202333
CWM, LLC 2410.00%0.00%0.00%Q4 2013Q3 202333
KING LUTHER CAPITAL MANAGEMENT CORP 3020.00%0.06%0.12%Q1 2015Q3 202332
Hanlon Investment Management, Inc. 19130.22%2.03%11.97%Q1 2014Q3 202332
ProShare Advisors LLC 1410.00%0.00%0.01%Q2 2013Q3 202331
Global Alpha Capital Management Ltd. 3010.87%1.87%2.89%Q2 2013Q3 202331
SCOUT INVESTMENTS, INC. 31310.06%0.13%0.20%Q1 2016Q3 202331
Van Berkom & Associates Inc. 31310.47%2.94%19.14%Q1 2016Q3 202331
Alley Co LLC 30300.07%0.21%0.46%Q3 2014Q4 202130
NISA INVESTMENT ADVISORS, LLC 2190.00%0.00%0.01%Q1 2016Q3 202330
SG Americas Securities, LLC 2410.00%0.01%0.06%Q3 2013Q3 202330
CRAMER ROSENTHAL MCGLYNN LLC 29290.14%0.68%1.81%Q3 2016Q3 202329
STRS OHIO 2510.00%0.00%0.00%Q1 2014Q3 202329
WELLINGTON MANAGEMENT GROUP LLP 16130.00%0.02%0.06%Q2 2013Q1 202129
HUNTINGTON NATIONAL BANK 2540.00%0.00%0.00%Q2 2012Q3 202329
ASHFORD CAPITAL MANAGEMENT INC 29290.05%1.38%2.70%Q2 2013Q2 202029
VICTORY CAPITAL MANAGEMENT INC 2530.00%0.03%0.09%Q2 2015Q3 202328
Russell Investments Group, Ltd. 28280.01%0.01%0.02%Q4 2016Q3 202328
TEACHER RETIREMENT SYSTEM OF TEXAS 1340.00%0.00%0.01%Q2 2013Q1 202328
Radnor Capital Management, LLC 27270.07%0.14%0.21%Q4 2016Q2 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.02%0.04%Q1 2017Q3 202327
FIRST TRUST ADVISORS LP 2520.00%0.00%0.01%Q3 2016Q3 202327
Cutler Group LLC / CA 1110.00%0.00%0.02%Q4 2015Q4 202227
THRIVENT FINANCIAL FOR LUTHERANS 17100.00%0.03%0.06%Q1 2015Q3 202327
Ameritas Investment Partners, Inc. 27270.01%0.02%0.05%Q1 2017Q3 202327
LPL Financial LLC 2410.00%0.00%0.00%Q1 2014Q3 202326
ADVENT INTERNATIONAL, L.P. 26260.01%2.12%8.22%Q1 2017Q2 202326
WASATCH ADVISORS LP 26260.13%0.95%1.74%Q2 2013Q3 201926
AQR Capital Management 1350.00%0.00%0.01%Q3 2013Q3 202226
TimesSquare Capital Management, LLC 1410.12%0.47%0.90%Q4 2013Q2 202226
JANE STREET GROUP, LLC 1210.00%0.00%0.03%Q2 2014Q3 202326
Nuveen Asset Management, LLC 1870.00%0.01%0.01%Q1 2016Q3 202325
SIGNATUREFD, LLC 1820.00%0.00%0.00%Q3 2015Q2 202325
AMALGAMATED BANK 2050.01%0.02%0.03%Q2 2017Q3 202325
Geneos Wealth Management Inc. 25250.00%0.00%0.00%Q2 2016Q2 202225
QUADRANT CAPITAL GROUP LLC 2310.00%0.00%0.00%Q4 2015Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.01%0.03%Q2 2013Q1 201924
Champlain Investment Partners, LLC 1860.20%0.40%0.60%Q1 2016Q4 202224
LADENBURG THALMANN FINANCIAL SERVICES INC. 1680.00%0.00%0.00%Q3 2013Q4 201924
Fiera Capital Corp 24240.00%0.08%0.20%Q4 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.02%0.05%Q3 2017Q3 202324
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.00%0.01%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Asset Management One Co., Ltd. 1590.00%0.01%0.03%Q3 2014Q3 202324
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q4 202224
Janney Montgomery Scott LLC 2030.00%0.00%0.00%Q3 2017Q2 202323
Raymond James Financial Services Advisors, Inc. 1910.00%0.00%0.00%Q2 2016Q3 202323
PEAK6 Investments LLC 610.00%0.01%0.03%Q3 2018Q3 202323
OAK RIDGE INVESTMENTS LLC 22220.44%0.86%1.18%Q1 2017Q2 202222
GREENWOOD CAPITAL ASSOCIATES LLC 2020.05%0.14%0.28%Q1 2018Q3 202322
PEAK6 Group LLC 410.00%0.00%0.01%Q1 2014Q2 201822
D. E. Shaw & Co., Inc. 810.00%0.00%0.01%Q2 2013Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.00%Q1 2018Q3 202321
Whetstone Capital Advisors, LLC 21212.20%5.12%9.54%Q3 2015Q3 202021
STEPHENS INC /AR/ 21210.01%0.01%0.02%Q3 2018Q3 202321
ATLANTA CAPITAL MANAGEMENT CO L L C 21210.12%0.16%0.20%Q3 2017Q3 202221
SEGALL BRYANT & HAMILL, LLC 21210.03%0.07%0.15%Q2 2018Q2 202321
Brown Capital Management 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.08%Q3 2018Q3 202321
MACQUARIE GROUP LTD 1220.00%0.00%0.00%Q4 2013Q3 202221
GENEVA CAPITAL MANAGEMENT LLC 1560.05%1.08%1.74%Q2 2013Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.01%0.05%0.08%Q3 2018Q3 202321
BALYASNY ASSET MANAGEMENT L.P. 520.00%0.01%0.06%Q2 2015Q3 202321
Zions Bancorporation, N.A. 20200.03%0.06%0.13%Q4 2018Q3 202320
AMERICAN CENTURY COMPANIES INC 850.00%0.02%0.07%Q1 2014Q1 202120
Squarepoint Ops LLC 710.00%0.01%0.06%Q1 2017Q3 202320
Versant Capital Management, Inc 1460.00%0.00%0.01%Q4 2018Q4 202320
Hartford Financial Management Inc. 20200.01%0.02%0.02%Q4 2018Q3 202320
Renaissance Technologies 710.00%0.01%0.03%Q2 2013Q2 202219
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.00%0.00%Q4 2016Q3 202319
NICHOLAS COMPANY, INC. 19190.04%0.10%0.16%Q2 2015Q4 201919
GUGGENHEIM CAPITAL LLC 1810.00%0.00%0.01%Q4 2013Q1 202219
FIRST MERCANTILE TRUST CO 19190.01%0.08%0.15%Q2 2013Q4 201719
AXA S.A. 18180.01%0.05%0.14%Q3 2018Q4 202218
ARGENT CAPITAL MANAGEMENT LLC 18180.01%0.03%0.10%Q2 2019Q3 202318
ClariVest Asset Management LLC 18180.04%0.11%0.19%Q4 2017Q1 202218
COMERICA BANK 1110.00%0.01%0.02%Q3 2018Q3 202318
Diversified Trust Co 1410.01%0.02%0.09%Q2 2014Q3 202218
PEREGRINE CAPITAL MANAGEMENT LLC 18180.20%0.51%0.97%Q3 2016Q4 202018
FRONTIER CAPITAL MANAGEMENT CO LLC 1260.03%0.12%0.31%Q2 2013Q3 202318
BESSEMER GROUP INC 1420.00%0.01%0.04%Q4 2016Q3 202318
Nationwide Fund Advisors 18180.00%0.03%0.08%Q2 2013Q3 201718
HSBC HOLDINGS PLC 1310.00%0.01%0.04%Q4 2016Q3 202318
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.01%Q4 2017Q3 202317
Geneva Advisors, LLC 17170.01%0.02%0.04%Q2 2013Q2 201717
JFS WEALTH ADVISORS, LLC 17170.00%0.01%0.03%Q2 2019Q2 202317
IMA Wealth, Inc. 17170.33%0.64%0.98%Q3 2019Q3 202317
ENTERPRISE FINANCIAL SERVICES CORP 17170.01%0.01%0.01%Q2 2017Q2 202117
Asset Dedication, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
First Horizon Advisors, Inc. 1610.00%0.00%0.00%Q4 2017Q2 202217
EATON VANCE MANAGEMENT 17170.01%0.06%0.09%Q3 2018Q3 202217
GLENMEDE TRUST CO NA 1340.00%0.00%0.00%Q3 2017Q4 202117
Holocene Advisors, LP 1110.00%0.01%0.04%Q2 2018Q3 202316
Man Group plc 910.00%0.01%0.02%Q1 2018Q3 202316
State of New Jersey Common Pension Fund D 16160.01%0.01%0.01%Q4 2019Q3 202316
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 740.00%0.01%0.02%Q3 2015Q3 202316
Private Capital Group, LLC 16160.01%0.02%0.02%Q4 2017Q3 202116
S.A. Mason LLC 16160.23%0.45%0.67%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.01%0.06%0.11%Q2 2013Q1 201716
Parallel Advisors, LLC 1510.00%0.00%0.03%Q1 2017Q3 202316
Parallax Volatility Advisers, L.P. 520.00%0.00%0.01%Q3 2014Q2 202316
FIL Ltd 15150.01%0.03%0.06%Q3 2019Q1 202315
Engineers Gate Manager LP 510.01%0.04%0.14%Q4 2014Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q1 2020Q3 202315
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 15150.08%0.13%0.18%Q1 2020Q3 202315
KEYBANK NATIONAL ASSOCIATION/OH 1320.00%0.00%0.00%Q2 2018Q1 202215
WADDELL & REED FINANCIAL INC 1410.01%0.08%0.12%Q3 2015Q4 202015
MML INVESTORS SERVICES, LLC 810.00%0.01%0.02%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MARSHALL WACE, LLP 510.00%0.02%0.07%Q2 2015Q3 202315
VIRGINIA RETIREMENT SYSTEMS ET AL 910.00%0.02%0.03%Q2 2016Q2 202315
BlackRock Fund Advisors 15150.01%0.01%0.01%Q2 2013Q4 201615
TIVERTON ASSET MANAGEMENT LLC 1140.00%0.20%0.51%Q3 2015Q3 201915
OppenheimerFunds, Inc. 960.01%0.03%0.04%Q4 2013Q1 201915
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1050.02%0.03%0.04%Q4 2014Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
LOS ANGELES CAPITAL MANAGEMENT LLC 630.00%0.01%0.01%Q2 2015Q1 202115
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
NATIXIS 610.00%0.01%0.01%Q4 2017Q2 202314
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q2 2015Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
Employees Retirement System of Texas 1310.01%0.03%0.06%Q2 2017Q2 202214
PITTENGER & ANDERSON INC 14140.00%0.01%0.01%Q1 2018Q2 202114
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.00%0.00%Q1 2017Q2 202014
Ellevest, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
GSA CAPITAL PARTNERS LLP 510.02%0.08%0.16%Q2 2013Q4 201914
CORNERCAP INVESTMENT COUNSEL INC 13130.03%0.10%0.23%Q4 2017Q4 202013
GLOBEFLEX CAPITAL L P 760.06%0.11%0.22%Q4 2013Q2 201913
Echo Street Capital Management LLC 850.04%0.65%1.16%Q3 2018Q4 202213
SILVERCREST ASSET MANAGEMENT GROUP LLC 13130.02%0.04%0.04%Q2 2020Q2 202313
AMI ASSET MANAGEMENT CORP 13130.18%0.30%0.40%Q3 2020Q3 202313
ArrowMark Colorado Holdings LLC 13130.08%0.17%0.29%Q1 2016Q1 201913
Psagot Value Holdings Ltd. 1120.01%0.01%0.05%Q1 2018Q3 202113
Advisors Asset Management, Inc. 13130.00%0.00%0.00%Q4 2018Q4 202113
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q4 2017Q3 202313
GROUP ONE TRADING, L.P. 510.00%0.00%0.00%Q4 2013Q1 202213
Tygh Capital Management, Inc. 430.20%0.87%1.65%Q2 2013Q4 201813
RUSSELL FRANK CO/ 12120.01%0.02%0.03%Q2 2013Q1 201612
CARILLON TOWER ADVISERS, INC. 12120.03%0.04%0.07%Q1 2018Q4 202012
GW&K Investment Management, LLC 12120.00%0.20%0.36%Q2 2019Q1 202212
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.00%Q3 2014Q1 202112
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q3 2017Q2 202012
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.01%0.03%Q3 2018Q4 202312
AlphaCrest Capital Management LLC 12120.02%0.05%0.10%Q3 2019Q2 202212
Paloma Partners Management Co 310.00%0.01%0.02%Q3 2014Q4 202212
MAIRS & POWER INC 12120.02%0.05%0.08%Q2 2020Q1 202312
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.03%0.21%Q2 2015Q4 202212
Procyon Advisors, LLC 930.03%0.06%0.10%Q4 2019Q3 202312
DRIEHAUS CAPITAL MANAGEMENT LLC 330.04%0.09%0.14%Q2 2013Q1 201812
Cortina Asset Management, LLC 610.18%0.29%0.40%Q2 2013Q2 201912
A.R.T. Advisors, LLC 310.01%0.04%0.10%Q2 2013Q1 201912
OBERWEIS ASSET MANAGEMENT INC/ 920.39%1.00%2.18%Q2 2013Q2 201911
DUNCKER STREETT & CO INC 11110.00%0.02%0.16%Q1 2021Q3 202311
Migdal Insurance & Financial Holdings Ltd. 11110.00%0.03%0.07%Q4 2017Q2 202011
Hudock, Inc. 11110.00%0.01%0.02%Q2 2019Q4 202111
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.04%Q4 2014Q1 202311
SRS Capital Advisors, Inc. 710.00%0.01%0.03%Q3 2018Q1 202211
PANAGORA ASSET MANAGEMENT INC 410.00%0.01%0.01%Q1 2015Q1 202211
State of Wyoming 11110.00%0.08%0.17%Q1 2021Q3 202311
CAMBIAR INVESTORS LLC 11110.06%0.09%0.13%Q1 2021Q3 202311
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 920.00%0.01%0.03%Q2 2020Q3 202311
Allianz Asset Management GmbH 830.00%0.00%0.01%Q2 2016Q2 201911
HighTower Advisors, LLC 510.00%0.01%0.03%Q4 2016Q2 202311
WALL STREET ASSOCIATES 11110.12%0.46%1.46%Q2 2013Q4 201511
Gotham Asset Management, LLC 520.00%0.01%0.03%Q4 2014Q4 202011
Keebeck Wealth Management, LLC 10100.02%0.10%0.52%Q4 2019Q1 202210
SECURIAN ASSET MANAGEMENT, INC 10100.01%0.01%0.01%Q2 2021Q3 202310
EVOKE WEALTH, LLC 910.00%0.00%0.00%Q3 2019Q2 202210
CREDIT AGRICOLE S A 640.00%0.07%0.18%Q4 2016Q3 201910
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10100.04%0.05%0.06%Q3 2018Q4 202010
BRINKER CAPITAL INC 10100.02%0.04%0.06%Q1 2018Q2 202010
Verition Fund Management LLC 410.00%0.03%0.14%Q1 2017Q3 202210
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10100.08%0.12%0.16%Q1 2019Q2 202110
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.01%Q1 2021Q3 202310
PUTNAM INVESTMENTS LLC 10100.00%0.01%0.03%Q2 2017Q3 201910
Louisiana State Employees Retirement System 10100.01%0.02%0.03%Q2 2021Q3 202310
WINTON GROUP Ltd 410.01%0.02%0.05%Q1 2018Q4 202210
State of Alaska, Department of Revenue 10100.00%0.01%0.01%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 520.00%0.00%0.00%Q2 2018Q1 202310
LAZARD ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q4 2017Q3 202310
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 10100.00%0.01%0.02%Q2 2021Q3 202310
XPONANCE, INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
Simmons Bank 730.02%0.03%0.05%Q2 2018Q4 202010
Retirement Systems of Alabama 10100.01%0.02%0.04%Q2 2021Q3 202310
Van Hulzen Asset Management, LLC 10100.03%0.07%0.10%Q4 2018Q1 202110
Impactive Capital LP 10108.16%9.64%11.72%Q2 2021Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.01%0.05%Q3 2013Q1 202210
TEXAS PERMANENT SCHOOL FUND CORP 10100.02%0.03%0.04%Q2 2021Q3 202310
Glen Harbor Capital Management LLC 640.00%0.03%0.06%Q4 2016Q3 201910
STATE OF MICHIGAN RETIREMENT SYSTEM 10100.00%0.01%0.01%Q2 2021Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.01%0.02%Q1 2014Q4 201810
Trexquant Investment LP 310.01%0.06%0.19%Q2 2015Q4 202110
NEXT CENTURY GROWTH INVESTORS LLC 910.00%0.65%1.10%Q2 2013Q3 201610
Ranger Investment Management 10100.77%1.57%2.82%Q2 2013Q3 201510
Elkfork Partners LLC 640.00%0.04%0.10%Q4 2016Q3 201910
EAM Investors, LLC 410.21%0.33%0.44%Q2 2013Q2 201910
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 820.00%0.00%0.01%Q3 2015Q3 201810
Flinton Capital Management LLC 640.00%0.02%0.06%Q4 2016Q3 201910
WESTWOOD MANAGEMENT CORP /IL/ 910.08%0.25%0.34%Q2 2013Q3 201810
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 10100.01%0.01%0.02%Q2 2021Q3 202310
abrdn plc 10100.00%0.09%0.23%Q2 2019Q3 202110
Ensign Peak Advisors, Inc 910.00%0.00%0.00%Q4 2019Q3 202310
Xact Kapitalforvaltning AB 10100.00%0.01%0.02%Q4 2017Q1 202010
Meadow Creek Investment Management LLC 640.00%0.02%0.05%Q4 2016Q3 201910
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 10100.02%0.03%0.03%Q2 2021Q3 202310
NATIXIS ADVISORS, L.P. 990.00%0.01%0.01%Q2 2019Q2 20219
Aperio Group, LLC 810.00%0.00%0.00%Q3 2018Q4 20209
WESTFIELD CAPITAL MANAGEMENT CO LP 630.08%0.17%0.25%Q2 2018Q3 20209
Blueport Capital, L.P. 992.45%4.82%7.52%Q4 2016Q4 20189
Three Corner Global Investors LP 631.58%5.25%8.72%Q4 2015Q1 20189
NOMURA HOLDINGS INC 410.00%0.00%0.01%Q1 2013Q4 20229
Worth Venture Partners, LLC 990.37%0.79%1.22%Q1 2021Q1 20239
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 990.00%0.00%0.00%Q3 2021Q3 20239
WEATHERBIE CAPITAL, LLC 990.04%2.06%3.09%Q2 2013Q2 20159
Center for Financial Planning, Inc. 990.00%0.00%0.01%Q4 2019Q4 20219
FINANCIAL CONSULATE, INC 991.39%1.72%2.10%Q2 2017Q2 20199
Lyon Street Capital, LLC 810.89%2.44%3.44%Q1 2014Q2 20199
1st Global Advisors, Inc. 540.03%0.03%0.04%Q2 2014Q2 20179
FORA Capital, LLC 210.01%0.04%0.09%Q4 2019Q3 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 420.02%0.07%0.09%Q3 2020Q2 20239
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Dynamic Technology Lab Private Ltd 210.04%0.12%0.20%Q4 2016Q2 20229
TCW GROUP INC 990.02%0.05%0.07%Q3 2013Q3 20159
Qube Research & Technologies Ltd 410.01%0.01%0.02%Q4 2019Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
Quantinno Capital Management LP 990.04%0.30%0.52%Q2 2020Q2 20229
ALLSTATE CORP 990.02%0.04%0.06%Q4 2019Q4 20219
NumerixS Investment Technologies Inc 310.00%0.02%0.04%Q4 2015Q2 20209
Quantbot Technologies LP 210.00%0.02%0.03%Q2 2015Q3 20239
MACKENZIE FINANCIAL CORP 510.00%0.00%0.00%Q4 2019Q4 20229
NORDEA INVESTMENT MANAGEMENT AB 990.01%0.01%0.01%Q3 2019Q3 20219
Cupps Capital Management, LLC 880.00%1.37%2.68%Q2 2014Q1 20168
Neuberger Berman Group LLC 310.00%0.00%0.00%Q3 2013Q4 20208
Capital Impact Advisors, LLC 880.09%0.32%0.51%Q1 2015Q4 20168
FourThought Financial, LLC 880.01%0.03%0.06%Q4 2020Q3 20228
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 310.00%0.12%0.34%Q3 2019Q3 20238
Covestor Ltd 880.01%0.03%0.08%Q4 2021Q3 20238
DUPONT CAPITAL MANAGEMENT CORP 710.01%0.01%0.02%Q4 2016Q3 20208
Portman Square Capital LLP 440.07%0.43%1.36%Q4 2022Q3 20238
Creative Planning 880.00%0.00%0.00%Q3 2015Q2 20178
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.01%0.03%Q1 2017Q2 20228
TRUIST FINANCIAL CORP 620.00%0.00%0.01%Q4 2019Q2 20238
P2 Capital Partners, LLC 880.96%1.80%3.09%Q3 2021Q2 20238
CAPITAL FUND MANAGEMENT S.A. 210.00%0.02%0.05%Q4 2014Q1 20218
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Global X Management CO LLC 880.00%0.03%0.11%Q3 2016Q2 20188
COLUMBIA WANGER ASSET MANAGEMENT LLC 880.08%0.14%0.22%Q2 2013Q1 20158
Front Row Advisors LLC 880.00%0.00%0.00%Q2 2019Q1 20218
People's United Financial, Inc. 880.01%0.01%0.01%Q2 2019Q1 20218
Lee Financial Co 880.00%0.00%0.00%Q2 2019Q1 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
AMUNDI ASSET MANAGEMENT US, INC. 880.01%0.02%0.04%Q1 2017Q4 20188
OGOREK ANTHONY JOSEPH /NY/ /ADV 880.01%0.02%0.02%Q1 2018Q4 20198
RENAISSANCE GROUP LLC 610.01%0.02%0.04%Q3 2015Q1 20218
Crossmark Global Holdings, Inc. 530.01%0.01%0.01%Q2 2021Q2 20238
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2019Q1 20228
Inspire Investing, LLC 710.03%0.04%0.08%Q4 2017Q2 20228
Polen Capital Management 770.00%0.01%0.01%Q4 2019Q2 20217
Select Equity Group, L.P. 520.00%0.15%0.33%Q4 2018Q1 20237
TRUE Private Wealth Advisors 510.00%0.01%0.02%Q3 2018Q4 20207
Fisher Asset Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
MSI Financial Services Inc 520.00%0.00%0.00%Q4 2013Q4 20167
SUNTRUST BANKS INC 520.00%0.01%0.01%Q4 2015Q3 20197
Penserra Capital Management LLC 770.00%0.00%0.01%Q2 2017Q4 20187
STATE OF WISCONSIN INVESTMENT BOARD 770.01%0.01%0.01%Q1 2022Q3 20237
Chicago Partners Investment Group LLC 610.00%0.00%0.00%Q4 2015Q3 20177
Private Advisor Group, LLC 310.00%0.00%0.01%Q2 2019Q4 20217
PB INVESTMENT PARTNERS, L.P. 770.40%8.31%13.82%Q4 2021Q2 20237
VOLORIDGE INVESTMENT MANAGEMENT, LLC 520.00%0.01%0.02%Q1 2019Q3 20217
Alley Investment Management Company, LLC 770.09%0.12%0.15%Q1 2022Q3 20237
FineMark National Bank & Trust 770.00%0.00%0.00%Q2 2015Q4 20167
MCKINLEY CAPITAL MANAGEMENT LLC 520.00%0.01%0.01%Q4 2016Q1 20197
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Advisory Services Network, LLC 410.00%0.00%0.00%Q2 2019Q1 20237
CANADA PENSION PLAN INVESTMENT BOARD 410.00%0.00%0.00%Q1 2014Q3 20227
First Personal Financial Services 610.00%0.00%0.01%Q4 2016Q2 20197
York Capital Management Global Advisors, LLC 610.32%1.22%1.97%Q3 2019Q2 20217
ExodusPoint Capital Management, LP 410.00%0.04%0.10%Q3 2019Q2 20237
HANSEATIC MANAGEMENT SERVICES INC 430.00%0.01%0.02%Q3 2014Q3 20187
Roundview Capital LLC 430.03%0.08%0.12%Q1 2019Q3 20227
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.01%Q3 2017Q3 20227
Pacer Advisors, Inc. 320.00%0.00%0.01%Q2 2021Q3 20237
Allworth Financial LP 510.00%0.00%0.00%Q1 2019Q3 20236
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q3 2021Q2 20236
DLD Asset Management, LP 660.09%0.14%0.26%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Spyglass Capital Management LLC 662.10%2.81%3.39%Q4 2018Q1 20206
HM PAYSON & CO 660.00%0.01%0.02%Q1 2020Q2 20216
SEI TRUST CO 660.01%0.02%0.03%Q2 2013Q3 20146
Philadelphia Financial Management of San Francisco, LLC 210.24%1.89%3.16%Q2 2015Q4 20226
REGIONS FINANCIAL CORP 420.00%0.00%0.00%Q2 2018Q4 20206
Glassman Wealth Services 420.00%0.00%0.00%Q1 2022Q3 20236
M Holdings Securities, Inc. 660.08%0.17%0.24%Q1 2019Q2 20206
Jefferies Group LLC 310.00%0.00%0.01%Q2 2015Q3 20226
DENVER INVESTMENT ADVISORS LLC 660.03%0.06%0.10%Q4 2016Q1 20186
Avestar Capital, LLC 660.00%0.00%0.01%Q1 2018Q2 20196
ADVISORY RESEARCH INC 310.03%0.06%0.11%Q3 2017Q3 20206
OXFORD ASSET MANAGEMENT LLP 410.02%0.04%0.07%Q1 2014Q2 20186
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
CULLEN/FROST BANKERS, INC. 660.00%0.01%0.01%Q2 2020Q3 20216
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
VISTA FINANCE, LLC 660.86%1.20%1.48%Q2 2022Q3 20236
MACKAY SHIELDS LLC 330.00%0.01%0.01%Q4 2018Q3 20206
HRT FINANCIAL LP 220.00%0.01%0.03%Q3 2020Q3 20236
Frontier Wealth Management LLC 660.00%0.03%0.03%Q4 2020Q1 20226
REGATTA CAPITAL GROUP, LLC 660.38%0.44%0.51%Q4 2021Q1 20236
Sciencast Management LP 410.05%0.16%0.35%Q4 2019Q4 20216
McIlrath & Eck, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Marshall Wace North America L.P. 310.00%0.02%0.04%Q1 2017Q4 20206
Altshuler Shaham Ltd 330.00%0.00%0.00%Q1 2020Q2 20226
One Wealth Advisors, LLC 410.02%0.05%0.07%Q4 2017Q4 20226
Avior Wealth Management, LLC 660.02%0.04%0.06%Q2 2018Q3 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
TFS CAPITAL LLC 410.05%0.19%0.33%Q2 2013Q4 20156
Y-Intercept (Hong Kong) Ltd 310.05%0.08%0.13%Q2 2021Q3 20236
Family Management Corp 660.84%1.02%1.16%Q1 2019Q2 20206
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.01%Q1 2021Q2 20226
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
TUDOR INVESTMENT CORP ET AL 310.01%0.03%0.06%Q3 2017Q2 20226
Harbor Spring Capital, LLC 663.16%5.26%8.92%Q1 2022Q2 20236
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.01%Q1 2016Q3 20236
Quent Capital, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
EQUITABLE TRUST CO 660.01%0.05%0.06%Q1 2020Q2 20216
Savior LLC 660.00%0.00%0.00%Q4 2019Q1 20216
SHINE INVESTMENT ADVISORY SERVICES INC 660.00%0.00%0.00%Q2 2019Q3 20206
Granahan Investment Management 660.08%0.10%0.19%Q4 2013Q1 20156
FOX RUN MANAGEMENT, L.L.C. 110.13%0.38%0.67%Q3 2019Q2 20226
Knights of Columbus Asset Advisors LLC 660.12%0.29%0.39%Q4 2019Q1 20216
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q1 2018Q2 20196
BOOTHBAY FUND MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Cubist Systematic Strategies, LLC 310.01%0.03%0.06%Q2 2014Q2 20166
AtonRa Partners 660.48%0.65%0.85%Q2 2022Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.01%Q2 2020Q3 20216
TWO SIGMA ADVISERS, LP 110.00%0.01%0.01%Q4 2014Q1 20235
CONTINENTAL ADVISORS LLC 410.07%0.22%0.38%Q4 2013Q1 20155
WMS Partners, LLC 310.03%0.04%0.05%Q1 2015Q1 20215
Fieldpoint Private Securities, LLC 410.02%0.05%0.08%Q2 2019Q4 20205
Quadrature Capital Ltd 310.02%0.05%0.08%Q1 2017Q4 20205
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.01%Q1 2020Q3 20225
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
JUPITER ASSET MANAGEMENT LTD 410.03%0.10%0.31%Q4 2017Q1 20205
Financial Management Professionals, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Cornerstone Advisors, Inc. 550.00%0.01%0.02%Q2 2018Q2 20195
SJS Investment Consulting Inc. 410.00%0.00%0.00%Q1 2022Q2 20235
BAIRD ROBERT W & CO INC /WI/ 410.01%0.22%0.38%Q4 2013Q1 20155
PINNACLE ASSOCIATES LTD 320.01%0.01%0.01%Q2 2015Q3 20165
Neo Ivy Capital Management 210.06%0.18%0.44%Q1 2020Q3 20235
OCCUDO QUANTITATIVE STRATEGIES LP 310.02%0.06%0.13%Q1 2022Q3 20235
First Allied Advisory Services, Inc. 550.01%0.03%0.04%Q3 2019Q3 20205
RAINIER INVESTMENT MANAGEMENT LLC 320.11%0.18%0.24%Q4 2013Q2 20155
Clear Harbor Asset Management, LLC 550.14%0.16%0.19%Q4 2019Q4 20205
Yorktown Management & Research Co Inc 410.04%0.06%0.07%Q2 2013Q3 20145
Ergoteles LLC 310.01%0.03%0.04%Q3 2020Q4 20225
PROFUND ADVISORS LLC 410.01%0.01%0.01%Q2 2021Q4 20225
ZEKE CAPITAL ADVISORS, LLC 550.03%0.06%0.11%Q3 2018Q3 20195
FJ Capital Management LLC 310.03%0.13%0.30%Q3 2019Q3 20235
TWINBEECH CAPITAL LP 320.03%0.11%0.16%Q2 2020Q1 20225
Hills Bank & Trust Co 550.03%0.09%0.12%Q2 2020Q2 20215
NAVELLIER & ASSOCIATES INC 550.02%0.04%0.06%Q1 2014Q1 20155
Quantamental Technologies LLC 320.00%0.09%0.15%Q4 2018Q2 20235
Atom Investors LP 310.13%0.33%1.02%Q3 2019Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.00%0.02%0.04%Q1 2022Q1 20235
IndexIQ Advisors LLC 410.02%0.03%0.05%Q1 2019Q1 20225
PDT Partners, LLC 310.01%0.10%0.19%Q2 2015Q4 20205
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MAVERICK CAPITAL LTD 550.02%0.03%0.04%Q4 2019Q4 20205
CASTLEARK MANAGEMENT LLC 320.22%0.27%0.32%Q4 2014Q1 20185
BANQUE PICTET & CIE SA 550.01%0.01%0.01%Q1 2014Q1 20155
TURNER INVESTMENTS LLC 410.10%0.35%1.04%Q2 2014Q3 20175
OMT Capital Management LLC 551.49%2.13%3.09%Q2 2013Q2 20145
HBK INVESTMENTS L P 210.00%0.00%0.01%Q4 2013Q4 20175
SAWGRASS ASSET MANAGEMENT LLC 550.02%0.07%0.10%Q2 2018Q2 20195
Capricorn Fund Managers Ltd 550.56%0.94%1.31%Q4 2021Q4 20225
Virtu KCG Holdings LLC 310.00%0.01%0.04%Q2 2014Q1 20175
STRYCKER VIEW CAPITAL LLC 321.24%4.87%7.86%Q1 2017Q1 20205
Tarbox Family Office, Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
State of Tennessee, Treasury Department 320.00%0.01%0.02%Q4 2021Q3 20235
CLEAR STREET MARKETS LLC 310.00%0.01%0.02%Q2 2021Q3 20225
Quantitative Investment Management, LLC 210.03%0.05%0.08%Q1 2020Q2 20214
Caption Management, LLC 110.01%0.03%0.07%Q3 2019Q2 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q1 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.01%0.02%0.03%Q4 2022Q3 20234
RE Dickinson Investment Advisors, LLC 440.01%0.04%0.06%Q4 2021Q3 20224
DUALITY ADVISERS, LP 210.05%0.11%0.19%Q3 2020Q3 20224
Blueshift Asset Management, LLC 110.04%0.10%0.16%Q4 2018Q1 20224
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q2 2018Q2 20194
Marathon Partners Equity Management, LLC 441.43%2.74%3.61%Q4 2022Q3 20234
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q3 2020Q2 20214
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
SeaCrest Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
RGM Capital, LLC 441.66%2.57%3.30%Q4 2022Q3 20234
Greenhouse Funds LLLP 440.92%2.97%4.58%Q1 2020Q4 20204
ANALYTIC INVESTORS, LLC 310.01%0.01%0.02%Q1 2014Q2 20154
Hutchin Hill Capital, LP 210.03%0.05%0.07%Q4 2014Q4 20174
Hodges Capital Management Inc. 310.39%0.45%0.48%Q3 2018Q4 20204
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Zions Bancorporation 220.03%0.06%0.14%Q3 2017Q3 20184
ETF MANAGERS GROUP, LLC 210.01%0.13%0.34%Q1 2016Q2 20174
Granite Investment Partners, LLC 440.54%0.70%0.79%Q1 2016Q4 20164
Jacobi Capital Management LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
SHELTON CAPITAL MANAGEMENT 440.01%0.01%0.01%Q2 2021Q1 20224
EARNEST PARTNERS LLC 440.39%0.54%0.63%Q4 2022Q3 20234
Empyrean Capital Partners, LP 440.45%0.50%0.58%Q2 2021Q1 20224
Daiwa Securities Group Inc. 440.01%0.01%0.01%Q1 2015Q4 20154
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.02%0.03%0.03%Q1 2016Q4 20164
Concord Wealth Partners 220.00%0.00%0.00%Q1 2021Q1 20224
KINGS POINT CAPITAL MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
SECOR Capital Advisors, LP 210.12%0.18%0.23%Q4 2013Q4 20174
Private Ocean, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Kelman-Lazarov, Inc. 440.00%0.00%0.00%Q1 2016Q4 20164
XTX Topco Ltd 210.04%0.13%0.38%Q1 2021Q3 20234
Sutton Wealth Advisors Inc. 310.00%0.00%0.00%Q4 2021Q4 20224
Covenant Asset Management, LLC 440.68%1.12%1.53%Q2 2019Q1 20204
Integrated Investment Consultants, LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Independent Portfolio Consultants, Inc. 440.00%0.00%0.01%Q1 2016Q4 20164
Baird Financial Group, Inc. 310.00%0.05%0.21%Q2 2015Q4 20204
Stanley-Laman Group, Ltd. 440.19%0.21%0.22%Q1 2020Q4 20204
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20223
CAPSTONE INVESTMENT ADVISORS, LLC 210.00%0.01%0.01%Q1 2017Q3 20233
Athanor Capital, LP 330.01%0.02%0.03%Q3 2020Q1 20213
Phase 2 Partners, LLC 214.70%7.28%10.53%Q4 2022Q3 20233
RICE HALL JAMES & ASSOCIATES, LLC 330.15%0.22%0.28%Q2 2013Q4 20133
PARK AVENUE SECURITIES LLC 330.01%0.01%0.01%Q3 2020Q1 20213
MAGEE THOMSON INVESTMENT PARTNERS LLC 330.03%0.04%0.04%Q2 2014Q4 20143
Antara Capital LP 220.27%0.35%0.45%Q1 2022Q2 20223
1492 Capital Management LLC 210.42%0.47%0.53%Q4 2013Q2 20223
FDx Advisors, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
Graham Capital Management, L.P. 210.01%0.04%0.07%Q1 2022Q1 20233
CAXTON ASSOCIATES LP 210.02%0.04%0.06%Q1 2018Q2 20193
Bayesian Capital Management, LP 210.07%0.08%0.09%Q3 2017Q1 20233
Impax Asset Management Group plc 330.09%0.18%0.24%Q3 2018Q1 20193
MCIA Inc 330.15%0.18%0.20%Q4 2020Q2 20213
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.01%0.01%Q1 2014Q3 20223
Roberts Wealth Advisors, LLC 330.54%0.56%0.58%Q3 2021Q1 20223
Aquatic Capital Management LLC 210.03%0.06%0.11%Q1 2022Q3 20233
Avion Wealth 330.00%0.00%0.00%Q1 2020Q3 20203
Campbell & CO Investment Adviser LLC 110.18%0.24%0.27%Q4 2017Q2 20223
ESSEX INVESTMENT MANAGEMENT CO LLC 210.09%0.19%0.27%Q2 2013Q4 20153
MANNING & NAPIER ADVISORS LLC 330.04%0.08%0.10%Q3 2015Q1 20163
EXANE DERIVATIVES 330.00%0.05%0.07%Q4 2021Q2 20223
Richard P Slaughter Associates Inc 331.04%1.19%1.27%Q4 2019Q2 20203
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TORONTO DOMINION BANK 210.00%0.00%0.00%Q4 2021Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.07%0.19%Q2 2022Q3 20233
Alpha DNA Investment Management LLC 210.00%0.34%1.02%Q4 2020Q3 20213
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q1 20233
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2022Q2 20233
Laurion Capital Management LP 110.00%0.01%0.01%Q1 2017Q3 20203
North Reef Capital Management LP 330.91%1.47%1.82%Q1 2022Q3 20223
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 331.32%1.33%1.35%Q3 2013Q1 20143
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.09%0.32%0.49%Q4 2014Q1 20183
Centiva Capital, LP 110.01%0.01%0.01%Q2 2020Q2 20233
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
AXIOM INVESTORS LLC /DE 330.05%0.08%0.09%Q3 2013Q1 20143
THB ASSET MANAGEMENT 330.18%0.20%0.23%Q2 2020Q4 20203
PA Capital LLC 330.29%0.59%0.81%Q1 2020Q3 20203
LIBERTY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q3 2020Q1 20213
LORD, ABBETT & CO. LLC 330.01%0.02%0.06%Q2 2013Q4 20133
Walleye Capital LLC 210.01%0.07%0.11%Q3 2019Q2 20223
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Mount Yale Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Princeton Alpha Management LP 110.04%0.05%0.06%Q4 2014Q2 20163
Airain ltd 110.01%0.04%0.07%Q4 2014Q1 20173
FRED ALGER MANAGEMENT, LLC 210.00%0.01%0.02%Q3 2017Q2 20203
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q2 2022Q4 20223
WELD CAPITAL MANAGEMENT LLC 220.10%0.28%0.46%Q4 2020Q1 20212
MALTESE CAPITAL MANAGEMENT LLC 110.18%0.26%0.34%Q2 2020Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.01%Q2 2013Q3 20132
Herald Investment Management Ltd 220.14%0.15%0.15%Q3 2019Q4 20192
T. Rowe Price Investment Management, Inc. 220.05%0.05%0.05%Q2 2023Q3 20232
Pier Capital, LLC 221.15%1.20%1.26%Q2 2013Q3 20132
13D Management LLC 221.30%1.98%2.66%Q2 2023Q3 20232
QS Investors, LLC 110.00%0.01%0.02%Q4 2014Q4 20152
DekaBank Deutsche Girozentrale 220.00%0.00%0.00%Q2 2019Q3 20192
SEVEN EIGHT CAPITAL, LP 110.01%0.02%0.03%Q1 2019Q3 20192
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Riverview Trust Co 220.01%0.01%0.01%Q2 2022Q3 20222
Caprock Group, LLC 220.04%0.04%0.04%Q1 2019Q2 20192
Magnetar Financial LLC 110.01%0.02%0.03%Q2 2022Q1 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
COWEN AND COMPANY, LLC 110.00%0.00%0.01%Q2 2022Q2 20222
FolioMetrix LLC 220.30%0.30%0.30%Q4 2014Q1 20152
Stonehage Fleming (UK) Ltd 220.01%0.01%0.01%Q3 2014Q4 20142
Syntal Capital Partners, LLC 220.09%0.10%0.11%Q1 2014Q2 20142
AMP Capital Investors Ltd 110.00%0.00%0.00%Q4 2016Q1 20182
Emerald Acquisition Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Segantii Capital Management Ltd 220.03%0.04%0.04%Q4 2022Q1 20232
CONNABLE OFFICE INC 220.06%0.06%0.06%Q1 2023Q2 20232
IMPAX ASSET MANAGEMENT LLC 220.50%0.62%0.73%Q1 2018Q2 20182
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
300 NORTH CAPITAL, LLC 220.09%0.09%0.09%Q4 2014Q1 20152
MAZAMA CAPITAL MANAGEMENT INC 220.10%0.10%0.11%Q1 2015Q2 20152
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Oasis Management Co Ltd. 110.05%3.42%6.78%Q4 2016Q4 20162
Quarry LP 110.00%0.00%0.00%Q1 2023Q3 20232
Icon Wealth Partners, LLC 110.00%0.01%0.01%Q2 2018Q1 20192
BANK OF NOVA SCOTIA 220.02%0.02%0.02%Q2 2015Q3 20152
OSTERWEIS CAPITAL MANAGEMENT INC 220.14%0.20%0.26%Q4 2019Q1 20202
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Gryphon Financial Partners LLC 220.01%0.01%0.01%Q1 2018Q2 20182
ZEVENBERGEN CAPITAL INVESTMENTS LLC 220.46%0.50%0.54%Q1 2014Q2 20142
Indaba Capital Management, L.P. 222.99%3.01%3.04%Q2 2022Q3 20222
Global Financial Private Capital, Inc 220.01%0.02%0.02%Q2 2018Q3 20182
Roble, Belko & Company, Inc 220.00%0.00%0.01%Q4 2016Q1 20172
TD ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Azora Capital LP 111.49%1.98%2.47%Q4 2020Q1 20222
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20212
Numeric Investors LLC 110.01%0.01%0.01%Q3 2014Q2 20152
Arden Trust Co 110.03%0.03%0.04%Q1 2020Q3 20202
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2019Q3 20222
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q4 2019Q1 20202
Pearl River Capital, LLC 220.14%0.14%0.14%Q3 2020Q4 20202
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2018Q3 20192
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.00%Q4 2020Q1 20212
BlackRock Japan Co. Ltd 220.00%0.00%0.00%Q4 2013Q1 20142
SG3 Management, LLC 110.01%0.03%0.05%Q2 2021Q2 20212
KOCH INDUSTRIES INC 220.05%0.06%0.07%Q4 2017Q1 20182
MARSICO CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q3 2015Q4 20152
Quantitative Systematic Strategies LLC 220.03%0.04%0.05%Q3 2020Q4 20202
Olympiad Research LP 220.17%0.19%0.21%Q2 2020Q3 20202
Parametrica Management Ltd 220.27%0.56%0.86%Q4 2018Q1 20192
CLINTON GROUP INC 220.02%0.05%0.07%Q2 2015Q3 20152
Brinker Capital Investments, LLC 220.03%0.05%0.06%Q3 2020Q4 20202
Pine River Capital Management L.P. 220.02%0.03%0.04%Q1 2015Q2 20152
Forward Management, LLC 220.01%0.02%0.02%Q4 2014Q1 20152
Montibus Capital Management LLC 220.89%1.12%1.35%Q2 2013Q3 20132
HAMILTON LANE ADVISORS LLC 220.40%0.59%0.79%Q1 2014Q2 20142
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
ELLINGTON MANAGEMENT GROUP LLC 110.18%0.21%0.24%Q1 2014Q3 20142
TIEDEMANN ADVISORS, LLC 110.02%0.03%0.04%Q4 2016Q3 20172
BOSTON ADVISORS LLC 220.08%0.08%0.09%Q2 2019Q3 20192
AIGEN INVESTMENT MANAGEMENT, LP 110.03%0.05%0.07%Q2 2021Q1 20232
CSat Investment Advisory, L.P. 220.00%0.00%0.00%Q2 2020Q3 20202
Skylands Capital, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2013Q4 20131
Whale Rock Capital Management 111.80%1.80%1.80%Q1 2014Q1 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VERNIER CAPITAL PARTNERS, LP 113.57%3.57%3.57%Q2 2019Q2 20191
MARSHALL WACE ASIA Ltd 110.00%0.00%0.00%Q1 2017Q1 20171
CHURCHILL MANAGEMENT Corp 110.09%0.09%0.09%Q3 2018Q3 20181
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2014Q1 20141
DRW Securities, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Spark Investment Management LLC 110.08%0.08%0.08%Q2 2013Q2 20131
ARROWGRASS CAPITAL PARTNERS (US) LP 110.02%0.02%0.02%Q2 2018Q2 20181
Jump Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Engle Capital Management, L.P. 110.80%0.80%0.80%Q3 2017Q3 20171
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Interval Partners, LP 110.08%0.08%0.08%Q2 2015Q2 20151
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
VETAMER CAPITAL MANAGEMENT, L.P. 110.29%0.29%0.29%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2020Q4 20201
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Full18 Capital LLC 110.54%0.54%0.54%Q1 2022Q1 20221
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Simplicity Solutions, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
SPRING CREEK CAPITAL LLC 110.05%0.05%0.05%Q2 2018Q2 20181
B. Riley Wealth Advisors, Inc. 110.05%0.05%0.05%Q1 2014Q1 20141
Stanford Investment Group, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Financial Advantage, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
TENOR CAPITAL MANAGEMENT Co., L.P. 110.12%0.12%0.12%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2015Q4 20151
Sculptor Capital LP 110.01%0.01%0.01%Q4 2022Q4 20221
CQS (US), LLC 110.65%0.65%0.65%Q1 2022Q1 20221
No Street GP LP 111.66%1.66%1.66%Q3 2023Q3 20231
ROYAL LONDON ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q1 2014Q1 20141
1832 Asset Management L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
361 CAPITAL LLC 110.50%0.50%0.50%Q4 2017Q4 20171
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Nine Chapters Capital Management LLC 110.15%0.15%0.15%Q4 2014Q4 20141
BOKF, NA 110.01%0.01%0.01%Q1 2022Q1 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DSAM Partners (London) Ltd 110.04%0.04%0.04%Q1 2019Q1 20191
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ASSETMARK, INC 110.00%0.00%0.00%Q2 2022Q2 20221
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2023Q1 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Personal Capital Advisors Corp 110.00%0.00%0.00%Q3 2017Q3 20171
Osmium Partners, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Psagot Value Holdings Ltd. / (Israel) 110.05%0.05%0.05%Q3 2021Q3 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q3 2013Q3 20131
Kerrisdale Advisers, LLC 110.18%0.18%0.18%Q4 2015Q4 20151
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2020Q4 20201
Bowling Portfolio Management LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
STONEBRIDGE CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q1 2016Q1 20161
Anavon Capital LLP 113.81%3.81%3.81%Q4 2016Q4 20161
Technology Crossover Management VII, Ltd. 111.44%1.44%1.44%Q2 2013Q2 20131
MUFG Americas Holdings Corp 110.01%0.01%0.01%Q2 2013Q2 20131
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
SAC Capital Advisors LP 110.00%0.00%0.00%Q4 2013Q4 20131
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Placemark Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Invictus RG 110.35%0.35%0.35%Q3 2017Q3 20171
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
SPOT TRADING L.L.C. 110.02%0.02%0.02%Q3 2017Q3 20171
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SYMMETRY PEAK MANAGEMENT LLC 110.05%0.05%0.05%Q3 2017Q3 20171
CROSSLINK CAPITAL INC 110.37%0.37%0.37%Q2 2015Q2 20151
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.06%0.06%Q4 2015Q4 20151
Gyon Technologies Capital Management, LP 110.06%0.06%0.06%Q2 2022Q2 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Teza Capital Management LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coe Capital Management, LLC 110.10%0.10%0.10%Q4 2015Q4 20151
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Column Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Diametric Capital, LP 110.30%0.30%0.30%Q1 2022Q1 20221
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Junto Capital Management LP 111.91%1.91%1.91%Q3 2020Q3 20201
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Point72 Asset Management, L.P. 110.02%0.02%0.02%Q1 2022Q1 20221
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Nekton Capital Ltd. 112.20%2.20%2.20%Q1 2022Q1 20221
ARISTEIA CAPITAL, L.L.C. 110.02%0.02%0.02%Q4 2022Q4 20221
Qtron Investments LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Detwiler Fenton Investment Management LLC 110.25%0.25%0.25%Q4 2013Q4 20131
Alyeska Investment Group, L.P. 110.02%0.02%0.02%Q2 2015Q2 20151
Ruggie Capital Group 110.00%0.00%0.00%Q2 2019Q2 20191
Opti Capital Management, LP 110.88%0.88%0.88%Q4 2022Q4 20221
GLG Partners LP 110.04%0.04%0.04%Q3 2015Q3 20151
CSS LLC/IL 110.00%0.00%0.00%Q1 2020Q1 20201
PineBridge Investments, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Alberta Investment Management Corp 110.01%0.01%0.01%Q4 2015Q4 20151
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
STONERIDGE INVESTMENT PARTNERS LLC 110.11%0.11%0.11%Q1 2016Q1 20161
AE Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Virtu Financial LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Gradient Investments LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Gerber Kawasaki Wealth & Investment Management 110.09%0.09%0.09%Q4 2017Q4 20171
Saltoro Capital, LP 110.17%0.17%0.17%Q1 2022Q1 20221
CI INVESTMENTS INC. 110.00%0.00%0.00%Q1 2017Q1 20171
YG PARTNERS, LLC 114.31%4.31%4.31%Q3 2017Q3 20171
Fortis Capital Management LLC 111.62%1.62%1.62%Q4 2019Q4 20191
Assenagon Asset Management S.A. 110.00%0.00%0.00%Q4 2019Q4 20191
ALPINE ASSOCIATES MANAGEMENT INC. 110.00%0.00%0.00%Q4 2015Q4 20151
Hennion & Walsh Asset Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
APOGEM CAPITAL LLC 110.26%0.26%0.26%Q4 2020Q4 20201
OMERS ADMINISTRATION Corp 110.03%0.03%0.03%Q3 2015Q3 20151
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Pinz Capital Management, LP 110.04%0.04%0.04%Q4 2019Q4 20191
Balentine LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
WEDBUSH SECURITIES INC 110.04%0.04%0.04%Q3 2020Q3 20201
Assured Investment Management LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BAILARD, INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
DeepCurrents Investment Group LLC 110.07%0.07%0.07%Q1 2019Q1 20191
SHEETS SMITH WEALTH MANAGEMENT 110.11%0.11%0.11%Q3 2018Q3 20181
AHL Partners LLP 110.03%0.03%0.03%Q4 2015Q4 20151
Petrus Trust Company, LTA 110.04%0.04%0.04%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q1 2017Q1 20171
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Cetera Investment Advisers 110.03%0.03%0.03%Q4 2020Q4 20201
PINNACLE FINANCIAL PARTNERS INC 110.07%0.07%0.07%Q1 2015Q1 20151
External links

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