Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 53 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 53 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.04% | 0.45% | Q3 2019 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 12 | 5 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 46 |
Walleye Trading LLC | 16 | 16 | 0.00% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 46 |
D. E. Shaw & Co., Inc. | 17 | 17 | 0.00% | 0.02% | 0.11% | Q3 2019 | Q3 2023 | 44 |
Parallax Volatility Advisers, L.P. | 14 | 1 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 43 |
UBS Group AG | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 40 |
PEAK6 Investments LLC | 14 | 14 | 0.00% | 0.04% | 0.34% | Q2 2020 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 37 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 36 |
HAP Trading, LLC | 16 | 16 | 0.00% | 0.13% | 1.45% | Q4 2019 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 33 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 15 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 30 |
CWM, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 26 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.01% | 0.05% | 0.26% | Q4 2019 | Q3 2023 | 26 |
Centiva Capital, LP | 9 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 24 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 11 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q3 2023 | 23 |
Cubist Systematic Strategies, LLC | 14 | 2 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.08% | 0.24% | Q2 2020 | Q3 2023 | 20 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 20 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 17 | 17 | 0.03% | 0.12% | 0.33% | Q3 2019 | Q3 2023 | 17 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 17 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Swiss National Bank | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Willow Creek Wealth Management Inc. | 16 | 16 | 0.28% | 2.39% | 7.73% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.10% | 0.51% | 1.22% | Q4 2019 | Q3 2023 | 16 |
ADIRONDACK TRUST CO | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
LPL Financial LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2023 | 16 |
NORGES BANK | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Global Retirement Partners, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
BERYLSON CAPITAL PARTNERS, LLC | 7 | 1 | 0.49% | 3.93% | 7.23% | Q2 2019 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 10 | 5 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 15 |
GILDER GAGNON HOWE & CO LLC | 8 | 7 | 0.01% | 0.10% | 0.38% | Q2 2019 | Q1 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Legal & General Group Plc | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q2 2023 | 15 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Twin Tree Management, LP | 7 | 7 | 0.00% | 0.03% | 0.15% | Q2 2020 | Q4 2021 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.06% | 0.21% | Q3 2019 | Q2 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q2 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2022 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.06% | 0.18% | 0.37% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.15% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.01% | 0.12% | Q3 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Burleson & Company, LLC | 10 | 10 | 0.00% | 0.01% | 0.13% | Q3 2020 | Q4 2022 | 13 |
American Portfolios Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.08% | 0.25% | Q3 2020 | Q3 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Rafferty Asset Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 11 | 1 | 0.00% | 0.07% | 0.19% | Q3 2019 | Q4 2022 | 12 |
GROUP ONE TRADING, L.P. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q2 2022 | 12 |
ProShare Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Slow Capital, Inc. | 12 | 12 | 0.14% | 0.43% | 0.74% | Q4 2019 | Q3 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
PROFUND ADVISORS LLC | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 12 |
Roundview Capital LLC | 11 | 11 | 0.06% | 0.18% | 0.32% | Q2 2019 | Q4 2021 | 11 |
Abdiel Capital Advisors | 11 | 11 | 2.92% | 15.09% | 27.96% | Q2 2019 | Q4 2021 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Ensign Peak Advisors, Inc | 4 | 2 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 4 | 0.01% | 0.08% | 0.31% | Q2 2020 | Q3 2023 | 11 |
MSD Partners, L.P. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 11 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 11 |
MACQUARIE GROUP LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
AMERICAN CENTURY COMPANIES INC | 9 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Teamwork Financial Advisors, LLC | 7 | 4 | 0.04% | 0.23% | 0.50% | Q2 2020 | Q1 2023 | 11 |
TCI Wealth Advisors, Inc. | 6 | 4 | 0.00% | 0.02% | 0.20% | Q3 2019 | Q1 2023 | 11 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
State of New Jersey Common Pension Fund D | 8 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 11 |
AE Wealth Management LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.05% | 0.18% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Turim 21 Investimentos Ltda. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Faithward Advisors, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Man Group plc | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 10 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q2 2022 | 10 |
State of Wyoming | 7 | 3 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 10 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 4 | 4 | 0.03% | 0.08% | 0.14% | Q2 2020 | Q1 2021 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q4 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2021 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ashburton (Jersey) Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.13% | 0.40% | Q3 2019 | Q3 2021 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Integrated Investment Consultants, LLC | 7 | 7 | 0.01% | 0.18% | 0.36% | Q2 2020 | Q4 2021 | 9 |
CULLEN/FROST BANKERS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Sterling Investment Advisors, Ltd. | 9 | 9 | 0.00% | 0.19% | 0.67% | Q2 2020 | Q2 2022 | 9 |
SAGE RHINO CAPITAL LLC | 9 | 9 | 0.09% | 0.25% | 0.46% | Q4 2019 | Q4 2021 | 9 |
JFS WEALTH ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.00% | 0.09% | 0.26% | Q2 2020 | Q2 2022 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.07% | 0.12% | Q1 2020 | Q4 2021 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 7 | 2 | 0.22% | 0.48% | 0.78% | Q1 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
MYDA Advisors LLC | 4 | 1 | 0.02% | 0.65% | 1.77% | Q2 2019 | Q1 2022 | 9 |
Capital Impact Advisors, LLC | 8 | 1 | 0.29% | 0.69% | 2.25% | Q4 2020 | Q3 2023 | 9 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Moser Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.13% | 0.39% | 0.73% | Q2 2019 | Q3 2023 | 8 |
Whale Rock Capital Management | 7 | 1 | 0.10% | 1.92% | 4.41% | Q2 2019 | Q2 2021 | 8 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 8 |
Parkwood LLC | 8 | 8 | 0.10% | 0.38% | 1.15% | Q2 2020 | Q1 2022 | 8 |
Duquesne Family Office | 6 | 2 | 0.07% | 0.30% | 0.77% | Q3 2019 | Q4 2021 | 8 |
CRV, LLC | 8 | 8 | 1.42% | 24.06% | 58.82% | Q4 2020 | Q3 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2021 | 8 |
STRS OHIO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Baillie Gifford | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Highlander Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.22% | 0.38% | Q2 2019 | Q4 2022 | 8 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 8 |
Lester Murray Antman dba SimplyRich | 7 | 1 | 0.10% | 0.29% | 0.53% | Q2 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Treasurer of the State of North Carolina | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Sigma Planning Corp | 8 | 8 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q4 2021 | 8 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 8 |
Lane Generational LLC | 8 | 8 | 1.99% | 2.92% | 3.83% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Disciplined Investments, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Activest Wealth Management | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.11% | 0.52% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.19% | 0.48% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.10% | 0.31% | Q1 2020 | Q3 2021 | 7 |
SG3 Management, LLC | 6 | 6 | 0.01% | 0.11% | 0.45% | Q3 2020 | Q4 2021 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.06% | 0.18% | Q2 2019 | Q4 2020 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
XR Securities LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q4 2022 | 7 |
Virtu Financial LLC | 3 | 2 | 0.03% | 0.22% | 1.02% | Q3 2020 | Q3 2023 | 7 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.06% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Gerber Kawasaki Wealth & Investment Management | 4 | 3 | 0.01% | 0.04% | 0.12% | Q2 2021 | Q1 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.11% | 0.23% | 0.39% | Q2 2020 | Q4 2021 | 7 |
GUGGENHEIM CAPITAL LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
DekaBank Deutsche Girozentrale | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Knuff & Co LLC | 7 | 7 | 0.02% | 0.39% | 0.90% | Q1 2020 | Q3 2021 | 7 |
Independent Advisor Alliance | 7 | 7 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q4 2021 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.11% | 0.24% | Q2 2019 | Q1 2022 | 7 |
Firsthand Capital Management, Inc. | 7 | 7 | 0.42% | 0.73% | 1.38% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Regal Investment Advisors LLC | 5 | 1 | 0.01% | 0.11% | 0.24% | Q2 2020 | Q2 2022 | 7 |
Ergoteles LLC | 4 | 1 | 0.03% | 0.16% | 0.44% | Q3 2020 | Q3 2022 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 7 |
J. Goldman & Co LP | 6 | 1 | 0.08% | 1.46% | 3.60% | Q4 2019 | Q3 2021 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Athanor Capital, LP | 7 | 7 | 0.01% | 0.90% | 2.52% | Q3 2019 | Q1 2021 | 7 |
Must Asset Management Inc. | 6 | 6 | 0.93% | 3.94% | 10.67% | Q4 2020 | Q1 2022 | 6 |
Holloway Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.00% | 0.09% | 0.19% | Q2 2019 | Q3 2020 | 6 |
Ferris Capital, LLC | 4 | 2 | 0.07% | 0.19% | 0.29% | Q2 2020 | Q4 2021 | 6 |
Soros Fund Management | 4 | 4 | 0.06% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.07% | 0.20% | Q2 2020 | Q3 2021 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Hitchwood Capital Management LP | 6 | 6 | 0.48% | 0.57% | 0.68% | Q3 2020 | Q4 2021 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q3 2021 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.03% | 0.11% | 0.20% | Q2 2020 | Q3 2021 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.07% | 0.28% | 0.49% | Q1 2021 | Q1 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.00% | 0.21% | 0.56% | Q3 2020 | Q3 2022 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Daiwa Securities Group Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 6 | 0.00% | 0.08% | 0.37% | Q3 2020 | Q4 2021 | 6 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2022 | 6 |
Adalta Capital Management LLC | 6 | 6 | 0.02% | 0.11% | 0.32% | Q1 2021 | Q2 2022 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q2 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Longitude (Cayman) Ltd. | 3 | 2 | 0.21% | 0.85% | 1.47% | Q4 2020 | Q1 2022 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.37% | 0.62% | 0.91% | Q2 2020 | Q3 2021 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Rathbones Group PLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Utah Retirement Systems | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Grandeur Peak Global Advisors, LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2020 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.31% | 0.71% | Q4 2020 | Q2 2023 | 6 |
Point Break Capital Management, LLC | 6 | 6 | 0.04% | 0.17% | 0.27% | Q3 2020 | Q4 2021 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
AtonRa Partners | 5 | 5 | 0.10% | 0.21% | 0.36% | Q1 2021 | Q1 2022 | 5 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 5 |
CIBC Asset Management Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
PICTET ASSET MANAGEMENT SA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 5 |
Trexquant Investment LP | 3 | 2 | 0.01% | 0.07% | 0.11% | Q4 2021 | Q2 2023 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 5 |
Nadler Financial Group, Inc. | 5 | 5 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q2 2021 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
HighPoint Advisor Group LLC | 5 | 5 | 0.07% | 0.12% | 0.17% | Q2 2020 | Q2 2021 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.09% | 0.19% | Q4 2020 | Q2 2021 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.11% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 5 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q2 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Mariner, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 2 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alta Wealth Advisors LLC | 5 | 5 | 0.25% | 0.56% | 0.94% | Q4 2020 | Q4 2021 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Sloy Dahl & Holst, LLC | 4 | 1 | 0.10% | 0.25% | 0.78% | Q3 2020 | Q4 2021 | 5 |
ALGERT GLOBAL LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.09% | 0.17% | 0.24% | Q2 2020 | Q2 2021 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.12% | 0.27% | Q4 2020 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 5 |
Ionic Capital Management LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 5 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.08% | 0.21% | Q3 2020 | Q4 2022 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.27% | 0.35% | 0.51% | Q4 2020 | Q4 2021 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 5 |
GLENMEDE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 5 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.13% | 0.18% | Q3 2020 | Q1 2022 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
StepStone Group LP | 4 | 4 | 2.01% | 11.05% | 18.18% | Q4 2019 | Q3 2020 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.26% | 0.82% | 1.58% | Q4 2020 | Q3 2021 | 4 |
Fernwood Investment Management, LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q3 2020 | Q2 2021 | 4 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.37% | 1.38% | Q4 2019 | Q3 2021 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PACES FERRY WEALTH ADVISORS, LLC | 4 | 4 | 0.24% | 0.34% | 0.42% | Q3 2020 | Q2 2021 | 4 |
Wealth Architects, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 4.38% | 6.78% | 8.07% | Q4 2020 | Q3 2021 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.12% | 0.26% | Q3 2020 | Q4 2022 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Leucadia National | 2 | 2 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 4 |
Atom Investors LP | 4 | 4 | 0.07% | 0.32% | 0.67% | Q1 2020 | Q4 2020 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
AQR Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Quantinno Capital Management LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.20% | 0.26% | 0.32% | Q3 2020 | Q2 2021 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 4 | 4 | 0.09% | 0.17% | 0.20% | Q3 2020 | Q2 2021 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.08% | 0.20% | 0.44% | Q1 2021 | Q3 2022 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.10% | 0.14% | Q4 2021 | Q2 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 4 |
FIL Ltd | 4 | 4 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2020 | 4 |
Pinnacle Wealth Planning Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EAM Investors, LLC | 2 | 1 | 0.25% | 0.43% | 0.54% | Q2 2020 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q1 2021 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 4 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
Illinois Municipal Retirement Fund | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
StackLine Partners LP | 3 | 3 | 3.28% | 5.82% | 7.55% | Q4 2020 | Q2 2021 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.05% | 0.12% | 0.18% | Q3 2020 | Q2 2021 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
GMT CAPITAL CORP | 3 | 1 | 0.12% | 0.33% | 0.43% | Q3 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
St. Louis Trust Co | 3 | 1 | 0.10% | 0.18% | 0.24% | Q2 2020 | Q3 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 4 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
Grace Capital | 4 | 4 | 0.09% | 0.12% | 0.17% | Q3 2020 | Q2 2021 | 4 |
Pacific Wealth Strategies Group, Inc. | 4 | 4 | 0.44% | 0.91% | 1.36% | Q3 2020 | Q2 2021 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 4 |
KG&L Capital Management,LLC | 3 | 3 | 0.14% | 0.37% | 0.72% | Q4 2020 | Q2 2021 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Quilter Plc | 4 | 4 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.09% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.20% | 0.26% | Q4 2021 | Q2 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 3 |
Mission Creek Capital Partners, Inc. | 2 | 1 | 0.10% | 2.78% | 5.33% | Q4 2019 | Q1 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.15% | 0.29% | Q2 2019 | Q1 2021 | 3 |
AVIVA PLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q1 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 1 | 0.24% | 0.61% | 0.80% | Q2 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.10% | 0.20% | Q3 2021 | Q2 2023 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 1 | 0.22% | 0.26% | 0.32% | Q2 2020 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.10% | 0.14% | 0.19% | Q2 2020 | Q4 2020 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Blackstone Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 3 |
Sciencast Management LP | 2 | 1 | 0.13% | 0.22% | 0.29% | Q1 2021 | Q1 2022 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.06% | 0.12% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.34% | 0.38% | 0.46% | Q3 2020 | Q1 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.14% | 0.22% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Versor Investments LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
COASTAL INVESTMENT MANAGEMENT, L.P. | 3 | 3 | 1.92% | 2.50% | 3.23% | Q4 2020 | Q2 2021 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.04% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q4 2020 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Battery Partners IX, LLC | 3 | 3 | 2.99% | 14.33% | 24.88% | Q2 2019 | Q4 2019 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q4 2023 | 3 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3 | 3 | 0.73% | 0.81% | 0.85% | Q4 2020 | Q2 2021 | 3 |
Concorde Asset Management, LLC | 2 | 1 | 0.12% | 0.41% | 0.92% | Q3 2020 | Q2 2021 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2021 | 3 |
BERKSHIRE CAPITAL HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.37% | 0.46% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Bollard Group LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Simplify Asset Management Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Alpha Paradigm Partners, LLC | 3 | 3 | 0.06% | 0.24% | 0.35% | Q1 2021 | Q3 2021 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.18% | 0.31% | Q2 2021 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Divisadero Street Capital Management, LP | 2 | 1 | 1.00% | 2.55% | 3.54% | Q1 2022 | Q1 2023 | 3 |
DOHENY ASSET MANAGEMENT /CA | 3 | 3 | 0.34% | 0.48% | 0.62% | Q3 2020 | Q1 2021 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Prostatis Group LLC | 2 | 1 | 0.16% | 0.21% | 0.30% | Q2 2021 | Q1 2022 | 3 |
PDT Partners, LLC | 3 | 3 | 0.07% | 0.17% | 0.31% | Q3 2021 | Q1 2022 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Crestline Management, LP | 1 | 1 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2021 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Kovack Advisors, Inc. | 2 | 1 | 0.04% | 0.08% | 0.10% | Q3 2019 | Q3 2020 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Atika Capital Management LLC | 1 | 1 | 0.36% | 0.49% | 0.66% | Q2 2020 | Q3 2021 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
AGF Investments LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Monashee Investment Management LLC | 1 | 1 | 0.06% | 0.38% | 0.70% | Q2 2019 | Q4 2019 | 2 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q2 2020 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Candriam S.C.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Numerai GP LLC | 2 | 2 | 0.46% | 0.61% | 0.75% | Q4 2022 | Q1 2023 | 2 |
No Street GP LP | 2 | 2 | 2.62% | 5.42% | 8.21% | Q1 2020 | Q2 2020 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.35% | 0.58% | 0.81% | Q4 2019 | Q1 2020 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.06% | 0.18% | 0.30% | Q4 2019 | Q4 2020 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q1 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.46% | 0.91% | Q3 2019 | Q4 2020 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.42% | 0.43% | 0.45% | Q3 2020 | Q4 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 2 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.13% | 0.18% | 0.24% | Q2 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q4 2021 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Renaissance Capital LLC | 2 | 2 | 1.10% | 1.44% | 1.78% | Q4 2020 | Q1 2021 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.34% | 0.41% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Kayak Investment Partners LLC | 2 | 2 | 2.60% | 3.17% | 3.74% | Q1 2022 | Q2 2022 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
LONG WALK MANAGEMENT LP | 2 | 2 | 13.12% | 13.24% | 13.35% | Q2 2021 | Q3 2021 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.23% | 0.31% | Q3 2020 | Q4 2020 | 2 |
Kula Investments, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Retireful, LLC | 2 | 2 | 0.41% | 0.77% | 1.13% | Q1 2023 | Q2 2023 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 2 |
O'Shares Investment Advisers, LLC | 2 | 2 | 0.61% | 0.61% | 0.62% | Q3 2020 | Q4 2020 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.09% | 0.25% | 0.42% | Q2 2020 | Q4 2020 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Oak Thistle LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Derbend Asset Management | 2 | 2 | 0.25% | 0.37% | 0.50% | Q2 2021 | Q3 2021 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GAM Holding AG | 2 | 2 | 0.74% | 0.83% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.17% | 0.29% | Q2 2022 | Q1 2023 | 2 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Berry Street Capital Management LLP | 1 | 1 | 0.14% | 0.27% | 0.39% | Q4 2020 | Q4 2020 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
HAMILTON LANE ADVISORS LLC | 2 | 2 | 0.13% | 0.16% | 0.20% | Q1 2020 | Q2 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 2 |
Lisanti Capital Growth, LLC | 1 | 1 | 1.32% | 1.53% | 1.75% | Q2 2020 | Q3 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tenzing Global Management, LLC | 2 | 2 | 0.46% | 0.51% | 0.56% | Q3 2019 | Q4 2019 | 2 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2020 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q3 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Paul John Balson | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
3G Capital Partners | 2 | 2 | 11.20% | 13.29% | 15.39% | Q2 2020 | Q3 2020 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ARK Investment Management | 2 | 2 | 0.19% | 0.23% | 0.26% | Q4 2020 | Q1 2021 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 2 |
TIGER GLOBAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Tortoise Index Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.07% | 0.16% | 0.25% | Q2 2019 | Q2 2020 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.01% | 0.07% | 0.12% | Q1 2022 | Q1 2022 | 2 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q3 2020 | Q4 2020 | 2 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 2 |
EAM Global Investors LLC | 1 | 1 | 0.98% | 1.01% | 1.03% | Q1 2023 | Q3 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.08% | 0.14% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2021 | Q2 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Roubaix Capital, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2020 | Q1 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jeneq Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 2.44% | 2.44% | 2.44% | Q2 2021 | Q2 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Comprehensive Financial Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OBERWEIS ASSET MANAGEMENT INC/ | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
INDUSTRY VENTURES, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CV Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 4.94% | 4.94% | 4.94% | Q1 2020 | Q1 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 4.14% | 4.14% | 4.14% | Q2 2021 | Q2 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2020 | Q4 2020 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2021 | Q1 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Alterity Financial Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Coatue Management | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MayTech Global Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Calixto Global Investors, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2019 | Q2 2019 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2020 | Q2 2020 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SAPPHIRE VENTURES, L.L.C. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2019 | Q4 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOKF, NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2023 | Q1 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Freemont Management S.A. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2020 | Q4 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2020 | Q4 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2020 | Q2 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Friedenthal Financial | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Optimus Prime Fund Management Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2020 | Q1 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
Gainplan LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2020 | Q2 2020 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Portolan Capital Management | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2023 | Q1 2023 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
New Millennium Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
1623 Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Kesler, Norman & Wride, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Old Well Partners, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Atlas Principals, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 2.63% | 2.63% | 2.63% | Q2 2022 | Q2 2022 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q4 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own FASTLY INC or have owned FASTLY INC in the past.