Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 73 |
Citadel Advisors | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 66 |
Cutler Group LLC / CA | 15 | 10 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 60 |
Walleye Trading LLC | 25 | 25 | 0.00% | 0.01% | 0.12% | Q3 2017 | Q3 2023 | 59 |
JANE STREET GROUP, LLC | 20 | 5 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 47 |
PEAK6 Investments LLC | 15 | 5 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 43 |
GOLDMAN SACHS GROUP INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 37 |
UBS Group AG | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 32 |
BARCLAYS PLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 32 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.01% | 0.09% | Q2 2017 | Q1 2022 | 30 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2023 | 27 |
BALDWIN BROTHERS LLC/MA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2023 | 27 |
STATE STREET CORP | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
PRICE T ROWE ASSOCIATES INC /MD/ | 26 | 26 | 0.00% | 0.03% | 0.18% | Q2 2017 | Q3 2023 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 26 | 26 | 0.01% | 0.05% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Legal & General Group Plc | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
GILDER GAGNON HOWE & CO LLC | 26 | 26 | 0.04% | 0.80% | 1.72% | Q2 2017 | Q3 2023 | 26 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
NEW YORK STATE COMMON RETIREMENT FUND | 26 | 26 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 26 | 26 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
FEDERATED HERMES, INC. | 26 | 26 | 0.06% | 0.20% | 0.45% | Q2 2017 | Q3 2023 | 26 |
RHUMBLINE ADVISERS | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
FMR LLC | 26 | 26 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Neuberger Berman Group LLC | 26 | 26 | 0.00% | 0.11% | 0.19% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
VANGUARD GROUP INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BAMCO INC /NY/ | 26 | 26 | 0.02% | 0.42% | 0.76% | Q2 2017 | Q3 2023 | 26 |
NORTHERN TRUST CORP | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Penn Capital Management Company, LLC | 26 | 26 | 0.10% | 0.42% | 1.17% | Q2 2017 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 26 | 26 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 26 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
TimesSquare Capital Management, LLC | 26 | 26 | 0.04% | 0.47% | 0.87% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
MACQUARIE GROUP LTD | 25 | 25 | 0.00% | 0.05% | 0.22% | Q3 2017 | Q3 2023 | 25 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
CREDIT SUISSE AG/ | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
VOYA INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 9 | 3 | 0.00% | 0.05% | 0.25% | Q3 2018 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Squarepoint Ops LLC | 20 | 2 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 25 |
STATE OF WISCONSIN INVESTMENT BOARD | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
FIRST TRUST ADVISORS LP | 19 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Swiss National Bank | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AMALGAMATED BANK | 24 | 24 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 23 | 23 | 0.03% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Utah Retirement Systems | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 20 | 3 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Walleye Capital LLC | 9 | 3 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.87% | 1.37% | 1.90% | Q1 2018 | Q3 2023 | 23 |
Sands Capital Management | 22 | 22 | 0.57% | 0.95% | 1.31% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 21 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
Man Group plc | 22 | 22 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
PITCAIRN CO | 22 | 22 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 22 |
SG3 Management, LLC | 6 | 1 | 0.01% | 0.10% | 0.48% | Q4 2017 | Q3 2022 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
D. E. Shaw & Co., Inc. | 10 | 2 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 21 |
OPPENHEIMER & CO INC | 20 | 1 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 21 | 21 | 0.05% | 0.51% | 1.08% | Q3 2018 | Q3 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Capital World Investors | 21 | 21 | 0.02% | 0.16% | 0.24% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
State of Tennessee, Treasury Department | 21 | 21 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
RIVERBRIDGE PARTNERS LLC | 21 | 21 | 0.47% | 0.86% | 2.00% | Q3 2018 | Q3 2023 | 21 |
ADVISORY RESEARCH INC | 12 | 4 | 0.00% | 0.12% | 0.77% | Q2 2017 | Q3 2023 | 21 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.13% | 0.61% | Q4 2017 | Q2 2023 | 21 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 21 |
WASATCH ADVISORS LP | 20 | 20 | 0.82% | 1.50% | 2.29% | Q4 2018 | Q3 2023 | 20 |
OSTERWEIS CAPITAL MANAGEMENT INC | 20 | 20 | 0.10% | 0.39% | 0.86% | Q4 2018 | Q3 2023 | 20 |
NORGES BANK | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
CAPTRUST FINANCIAL ADVISORS | 15 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Rafferty Asset Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 20 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Versant Capital Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
State of New Jersey Common Pension Fund D | 17 | 3 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Two Creeks Capital Management, LP | 19 | 19 | 3.38% | 10.48% | 15.38% | Q1 2019 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.06% | 0.18% | Q2 2017 | Q2 2023 | 19 |
Stephens Investment Management Group LLC | 19 | 19 | 0.35% | 0.81% | 1.19% | Q1 2019 | Q3 2023 | 19 |
METROPOLITAN LIFE INSURANCE CO/NY | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 19 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2022 | 19 |
SCOUT INVESTMENTS, INC. | 19 | 19 | 0.13% | 0.53% | 1.34% | Q1 2019 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 19 | 19 | 0.14% | 0.32% | 0.80% | Q4 2017 | Q2 2022 | 19 |
IFP Advisors, Inc | 12 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
FENIMORE ASSET MANAGEMENT INC | 18 | 18 | 0.07% | 0.29% | 0.53% | Q2 2019 | Q3 2023 | 18 |
AQR Capital Management | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Polen Capital Management | 10 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MGO ONE SEVEN LLC | 14 | 1 | 0.02% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 18 | 18 | 0.20% | 0.28% | 0.36% | Q2 2019 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.24% | 0.56% | 0.94% | Q3 2019 | Q3 2023 | 17 |
Allianz Asset Management GmbH | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 17 |
MARSICO CAPITAL MANAGEMENT LLC | 13 | 4 | 0.06% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 17 |
WEST PACES ADVISORS INC. | 14 | 3 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.05% | 0.44% | 1.36% | Q2 2017 | Q3 2023 | 16 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 16 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.10% | 0.23% | Q3 2017 | Q3 2023 | 16 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 16 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 16 |
LPL Financial LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
DF DENT & CO INC | 16 | 16 | 0.05% | 0.43% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Fiduciary Group LLC | 14 | 2 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 13 | 1 | 0.00% | 0.12% | 0.60% | Q2 2017 | Q3 2023 | 16 |
THORNBURG INVESTMENT MANAGEMENT INC | 16 | 16 | 0.06% | 0.19% | 0.41% | Q4 2019 | Q3 2023 | 16 |
OLD NATIONAL BANCORP /IN/ | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 10 | 1 | 0.00% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 7 | 1 | 0.18% | 1.50% | 5.19% | Q2 2017 | Q1 2023 | 15 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
LOOMIS SAYLES & CO L P | 10 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Abdiel Capital Advisors | 15 | 15 | 5.47% | 12.98% | 21.36% | Q1 2020 | Q3 2023 | 15 |
FIRST MERCANTILE TRUST CO | 11 | 4 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q3 2021 | 15 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2021 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.06% | 0.28% | Q2 2017 | Q1 2023 | 15 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 14 | 0.10% | 0.21% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
CIBC Asset Management Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.08% | 0.21% | Q4 2017 | Q4 2022 | 14 |
Quadrature Capital Ltd | 6 | 2 | 0.01% | 0.19% | 0.74% | Q3 2017 | Q4 2022 | 14 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 8 | 6 | 2.53% | 5.88% | 8.75% | Q3 2018 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.04% | 0.12% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 14 |
ALPS ADVISORS INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.03% | 0.50% | 1.43% | Q2 2020 | Q3 2023 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PARK PRESIDIO CAPITAL LLC | 14 | 14 | 4.84% | 7.24% | 12.76% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 14 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.01% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 14 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 14 |
SIB LLC | 14 | 14 | 2.21% | 2.84% | 3.45% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
ARES MANAGEMENT LLC | 13 | 13 | 13.80% | 52.75% | 67.26% | Q2 2017 | Q2 2020 | 13 |
FS Capital Partners VI, LLC | 13 | 13 | 81.10% | 96.10% | 100.00% | Q2 2017 | Q2 2020 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.20% | 0.43% | 0.97% | Q4 2017 | Q4 2020 | 13 |
Shellback Capital, LP | 8 | 1 | 0.11% | 0.58% | 1.09% | Q3 2017 | Q1 2023 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 2.94% | 4.99% | 6.77% | Q4 2020 | Q4 2023 | 13 |
Stelac Advisory Services LLC | 13 | 13 | 0.05% | 0.24% | 0.40% | Q2 2020 | Q2 2023 | 13 |
MARSHALL WACE, LLP | 13 | 13 | 0.01% | 0.18% | 0.49% | Q3 2018 | Q3 2021 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 10 | 3 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 13 |
Roundview Capital LLC | 13 | 13 | 0.09% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Lisanti Capital Growth, LLC | 4 | 1 | 0.26% | 0.61% | 1.37% | Q3 2017 | Q1 2023 | 13 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 13 |
Center for Financial Planning, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Davidson Capital Management Inc. | 12 | 12 | 0.00% | 0.45% | 0.78% | Q1 2020 | Q4 2022 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
GREAT LAKES ADVISORS, LLC | 10 | 2 | 0.10% | 0.29% | 0.47% | Q3 2019 | Q3 2023 | 12 |
Joho Capital | 12 | 12 | 0.52% | 18.01% | 32.41% | Q1 2018 | Q4 2020 | 12 |
CENTRAL TRUST Co | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Dragoneer Investment Group | 11 | 1 | 0.34% | 2.03% | 3.33% | Q2 2017 | Q4 2022 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.04% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Owls Nest Partners IA, LLC | 12 | 12 | 5.58% | 7.72% | 10.71% | Q4 2020 | Q3 2023 | 12 |
CONGRESS ASSET MANAGEMENT CO /MA | 12 | 12 | 0.01% | 0.91% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NATIXIS ADVISORS, L.P. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Marshall Wace North America L.P. | 7 | 2 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q1 2021 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 0.15% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.22% | 0.72% | 0.96% | Q1 2020 | Q4 2022 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q1 2022 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
ALGERT GLOBAL LLC | 9 | 1 | 0.02% | 0.22% | 0.62% | Q2 2019 | Q3 2023 | 12 |
SCHOLTZ & COMPANY, LLC | 9 | 3 | 0.89% | 2.09% | 2.91% | Q1 2019 | Q1 2022 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.11% | 0.25% | Q2 2018 | Q3 2023 | 11 |
Advantage Alpha Capital Partners LP | 11 | 11 | 0.04% | 0.57% | 0.93% | Q1 2021 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.21% | 0.85% | Q4 2017 | Q3 2023 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 11 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q4 2022 | 11 |
Madison Asset Management, LLC | 6 | 5 | 0.01% | 0.51% | 0.96% | Q4 2019 | Q3 2023 | 11 |
COLONY GROUP LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STRS OHIO | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q3 2022 | 11 |
Twin Tree Management, LP | 3 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q1 2022 | 11 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
MAVERICK CAPITAL LTD | 6 | 1 | 0.02% | 0.14% | 0.37% | Q1 2019 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2020 | Q3 2023 | 10 |
INTRUST BANK NA | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
COLUMBUS CIRCLE INVESTORS | 6 | 4 | 0.09% | 0.84% | 2.18% | Q3 2017 | Q4 2020 | 10 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.20% | 0.61% | 1.31% | Q2 2017 | Q2 2019 | 10 |
Hudson Bay Capital Management LP | 6 | 1 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2022 | 10 |
Broad Bay Capital Management, LP | 10 | 10 | 2.12% | 5.26% | 8.53% | Q4 2018 | Q1 2021 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Cornerstone Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Symmetry Partners, LLC | 7 | 1 | 0.02% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 10 |
Baskin Financial Services Inc. | 10 | 10 | 1.61% | 2.04% | 2.53% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mount Yale Investment Advisors, LLC | 8 | 2 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q2 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
ACR Alpine Capital Research, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q2 2021 | 10 |
Aspire Private Capital, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 1 | 0.18% | 0.46% | 0.85% | Q3 2017 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Berkshire Hathaway | 9 | 9 | 0.03% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Emerson Point Capital LP | 9 | 9 | 1.61% | 5.61% | 7.43% | Q2 2020 | Q2 2022 | 9 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.07% | 0.37% | Q3 2017 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 4 | 1 | 0.06% | 0.25% | 0.68% | Q4 2018 | Q3 2022 | 9 |
CLOUGH CAPITAL PARTNERS L P | 6 | 3 | 0.03% | 0.34% | 1.06% | Q4 2017 | Q1 2020 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.06% | 0.21% | 0.42% | Q2 2020 | Q3 2023 | 9 |
Harvest Fund Management Co., Ltd | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Night Owl Capital Management, LLC | 9 | 9 | 1.91% | 2.39% | 3.21% | Q3 2021 | Q3 2023 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.00% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 9 |
Summit Creek Advisors LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Pier Capital, LLC | 4 | 2 | 0.52% | 0.94% | 1.24% | Q4 2017 | Q3 2023 | 9 |
Capital International Investors | 5 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
WCM INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.70% | 1.03% | 1.39% | Q3 2021 | Q3 2023 | 9 |
Artemis Investment Management LLP | 7 | 1 | 0.00% | 0.20% | 0.51% | Q2 2020 | Q2 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
RUDMAN ERROL M | 8 | 8 | 1.00% | 2.08% | 3.47% | Q2 2017 | Q1 2019 | 8 |
FRED ALGER MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 8 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.18% | Q2 2019 | Q3 2023 | 8 |
BRIGHTON JONES LLC | 5 | 3 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 8 |
Calamos Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Wealth Alliance | 5 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 8 |
CANANDAIGUA NATIONAL CORP | 6 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
EQUITABLE TRUST CO | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q1 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Waratah Capital Advisors Ltd. | 4 | 4 | 0.02% | 0.17% | 0.43% | Q1 2019 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TEACHERS ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.13% | 0.40% | Q4 2017 | Q3 2023 | 8 |
VONTOBEL ASSET MANAGEMENT INC | 5 | 3 | 0.08% | 0.21% | 0.32% | Q4 2018 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 8 | 8 | 0.00% | 0.11% | 0.31% | Q3 2021 | Q2 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2022 | 8 |
abrdn plc | 8 | 8 | 0.05% | 0.14% | 0.22% | Q4 2020 | Q3 2022 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Lee Financial Co | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Bridgefront Capital, LLC | 4 | 1 | 0.09% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 8 |
Spouting Rock Asset Management, LLC | 6 | 2 | 0.19% | 1.60% | 3.96% | Q1 2021 | Q3 2023 | 8 |
Allworth Financial LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 1 | 0.07% | 0.65% | 1.85% | Q4 2019 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 6 | 2 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 8 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.08% | 0.17% | Q4 2019 | Q2 2023 | 8 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2019 | 8 |
LGT CAPITAL PARTNERS LTD. | 7 | 7 | 0.10% | 0.23% | 0.36% | Q4 2018 | Q2 2020 | 7 |
SHELL ASSET MANAGEMENT CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Hollow Brook Wealth Management LLC | 7 | 7 | 2.07% | 2.34% | 2.66% | Q1 2022 | Q3 2023 | 7 |
Hodges Capital Management Inc. | 6 | 1 | 0.68% | 1.25% | 1.96% | Q1 2018 | Q2 2020 | 7 |
ARDSLEY ADVISORY PARTNERS LP | 7 | 7 | 1.52% | 2.36% | 3.77% | Q4 2018 | Q2 2020 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.02% | 0.07% | 0.24% | Q3 2017 | Q2 2020 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 0.47% | 0.81% | 1.17% | Q3 2017 | Q1 2019 | 7 |
MAI Capital Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Concorde Asset Management, LLC | 6 | 1 | 0.12% | 0.42% | 0.69% | Q4 2017 | Q3 2021 | 7 |
State of Alaska, Department of Revenue | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Cetera Advisor Networks LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
CHILTON INVESTMENT CO INC. | 7 | 7 | 0.15% | 0.79% | 1.80% | Q1 2021 | Q3 2022 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 7 |
Otter Creek Advisors, LLC | 6 | 1 | 0.88% | 1.25% | 2.29% | Q3 2019 | Q1 2023 | 7 |
Parkwood LLC | 7 | 7 | 0.12% | 0.19% | 0.27% | Q1 2021 | Q3 2022 | 7 |
Fiera Capital Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Atika Capital Management LLC | 5 | 1 | 0.23% | 0.98% | 1.75% | Q2 2017 | Q4 2021 | 7 |
ST GERMAIN D J CO INC | 4 | 3 | 0.00% | 0.71% | 1.07% | Q1 2022 | Q4 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.16% | 0.24% | 0.35% | Q4 2021 | Q2 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Valeo Financial Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PDT Partners, LLC | 7 | 7 | 0.02% | 0.27% | 0.47% | Q1 2020 | Q3 2021 | 7 |
Proficio Capital Partners LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 7 |
1832 Asset Management L.P. | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q1 2021 | 7 |
FIRST HAWAIIAN BANK | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Stewart Asset Management, LLC | 7 | 7 | 0.31% | 4.23% | 6.03% | Q2 2021 | Q4 2022 | 7 |
BOKF, NA | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FRIESS ASSOCIATES LLC | 6 | 1 | 0.22% | 0.92% | 1.44% | Q2 2018 | Q4 2021 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 7 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q1 2022 | 7 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
LOEWS CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Redwood Investments, LLC | 6 | 6 | 0.58% | 1.04% | 1.32% | Q3 2019 | Q4 2020 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q3 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.39% | 0.47% | 0.57% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2021 | 6 |
IBM Retirement Fund | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.04% | 0.27% | 0.63% | Q4 2021 | Q3 2023 | 6 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 6 |
Mechanics Financial Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.06% | 0.06% | 0.08% | Q1 2018 | Q4 2021 | 6 |
Athanor Capital, LP | 6 | 6 | 0.01% | 0.37% | 0.81% | Q4 2019 | Q1 2021 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.01% | 0.73% | 1.71% | Q2 2021 | Q3 2022 | 6 |
Giverny Capital | 6 | 6 | 0.21% | 1.16% | 1.57% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q2 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2019 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 6 |
Wealthspire Advisors, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Salvus Wealth Management, LLC | 6 | 6 | 1.81% | 2.82% | 3.38% | Q2 2022 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.05% | 0.12% | 0.21% | Q1 2018 | Q4 2021 | 6 |
PECAUT & CO. | 6 | 6 | 0.56% | 0.67% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q2 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.18% | 0.48% | Q4 2020 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Saber Capital Managment, LLC | 6 | 6 | 5.26% | 9.68% | 12.52% | Q2 2022 | Q3 2023 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.26% | 0.35% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 6 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.14% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 6 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 6 |
Saturna Capital CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Paradiem, LLC | 6 | 6 | 0.66% | 0.87% | 1.02% | Q1 2021 | Q2 2022 | 6 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.12% | 0.18% | Q4 2017 | Q1 2022 | 5 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sandhill Capital Partners LLC | 5 | 5 | 0.79% | 1.35% | 1.69% | Q3 2017 | Q3 2018 | 5 |
DISCIPLINED GROWTH INVESTORS INC /MN | 5 | 5 | 0.71% | 1.03% | 1.50% | Q3 2022 | Q3 2023 | 5 |
WINTON GROUP Ltd | 3 | 2 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q3 2022 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.34% | 0.63% | Q3 2018 | Q3 2022 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.13% | 0.64% | 0.99% | Q4 2018 | Q4 2019 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Cipher Capital LP | 2 | 1 | 0.05% | 0.14% | 0.26% | Q1 2018 | Q4 2022 | 5 |
PARK CIRCLE Co | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 5 |
CHICAGO TRUST Co NA | 5 | 5 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 5 |
Price Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Spark Investment Management LLC | 3 | 2 | 0.13% | 0.20% | 0.24% | Q2 2017 | Q2 2019 | 5 |
Inspire Investing, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q2 2022 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
DekaBank Deutsche Girozentrale | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 5 | 5 | 0.61% | 0.97% | 1.16% | Q4 2020 | Q4 2021 | 5 |
Wilkinson Global Asset Management LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2020 | 5 |
Covenant Partners, LLC | 3 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q2 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Redmond Asset Management, LLC | 5 | 5 | 0.15% | 0.19% | 0.26% | Q1 2020 | Q1 2021 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 2 | 0.00% | 0.08% | 0.19% | Q1 2018 | Q3 2023 | 5 |
HMS Capital Management, LLC | 5 | 5 | 0.52% | 0.72% | 0.92% | Q1 2021 | Q1 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.06% | 0.16% | 0.42% | Q1 2021 | Q3 2023 | 5 |
Flat Footed LLC | 3 | 2 | 0.73% | 2.59% | 6.30% | Q1 2022 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 1 | 0.00% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 5 |
Guardian Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
ETRADE Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.04% | 0.14% | 0.26% | Q2 2017 | Q3 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quent Capital, LLC | 5 | 5 | 0.04% | 0.14% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Aperio Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Fulcrum Asset Management LLP | 3 | 1 | 0.16% | 0.47% | 0.70% | Q3 2020 | Q1 2022 | 5 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Mitsubishi UFJ Trust & Banking Corp | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Bridgewater Associates | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 2 | 0.11% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LMR Partners LLP | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Tributary Capital Management, LLC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q2 2021 | Q1 2022 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AGF Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 4 |
Baillie Gifford | 4 | 4 | 0.00% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
WORLDLY PARTNERS MANAGEMENT, LLC | 4 | 4 | 50.52% | 56.44% | 59.58% | Q4 2022 | Q3 2023 | 4 |
Steinberg Global Asset Management | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.13% | 0.40% | Q2 2020 | Q3 2023 | 4 |
Cortina Asset Management, LLC | 4 | 4 | 0.23% | 0.33% | 0.41% | Q3 2018 | Q2 2019 | 4 |
MainStreet Investment Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
HOMESTEAD ADVISERS CORP | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.43% | 0.64% | 0.77% | Q4 2018 | Q3 2019 | 4 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.12% | 0.36% | Q3 2020 | Q2 2023 | 4 |
Candlestick Capital Management LP | 2 | 1 | 0.76% | 0.89% | 1.08% | Q4 2019 | Q3 2023 | 4 |
OGBORNE CAPITAL MANAGEMENT, LLC | 4 | 4 | 2.85% | 6.81% | 9.99% | Q4 2018 | Q3 2019 | 4 |
Accurate Wealth Management, LLC | 3 | 1 | 0.00% | 0.53% | 0.75% | Q2 2021 | Q4 2022 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Wedmont Private Capital | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hitchwood Capital Management LP | 4 | 4 | 0.75% | 4.39% | 9.35% | Q2 2022 | Q1 2023 | 4 |
Sciencast Management LP | 2 | 2 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q4 2021 | 4 |
Coatue Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 4 |
Raging Capital Management, LLC | 3 | 3 | 0.82% | 1.24% | 1.84% | Q4 2018 | Q2 2019 | 4 |
TCW GROUP INC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2020 | 4 |
Interval Partners, LP | 2 | 1 | 0.03% | 0.36% | 0.80% | Q4 2019 | Q2 2023 | 4 |
Lone Pine Capital | 4 | 4 | 1.21% | 2.36% | 3.58% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.02% | 0.07% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Crestwood Capital Management, L.P. | 3 | 1 | 0.50% | 1.73% | 2.76% | Q1 2019 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Vantage Investment Partners, LLC | 4 | 4 | 2.30% | 2.47% | 2.70% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.19% | 0.48% | Q1 2018 | Q4 2020 | 4 |
Engle Capital Management, L.P. | 4 | 4 | 1.15% | 3.15% | 6.89% | Q2 2022 | Q1 2023 | 4 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q1 2023 | 4 |
Turtle Creek Asset Management | 4 | 4 | 2.69% | 3.17% | 3.41% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Woodline Partners LP | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
COMERICA SECURITIES,INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2020 | 4 |
NATIXIS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
12 West Capital Management LP | 3 | 3 | 0.80% | 1.26% | 1.64% | Q1 2020 | Q3 2020 | 3 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.15% | 0.43% | Q2 2018 | Q1 2021 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Numeric Investors LLC | 3 | 3 | 0.07% | 0.13% | 0.16% | Q2 2017 | Q4 2017 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
ClearBridge Investments | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Melvin Capital Management LP | 3 | 3 | 0.33% | 0.53% | 0.77% | Q3 2021 | Q1 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.16% | 0.19% | 0.24% | Q4 2021 | Q3 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.04% | 0.14% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Vancity Investment Management Ltd | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THREADGILL FINANCIAL, LLC | 3 | 3 | 0.15% | 0.24% | 0.35% | Q4 2021 | Q2 2022 | 3 |
Timpani Capital Management LLC | 3 | 3 | 0.73% | 1.25% | 1.60% | Q4 2017 | Q2 2018 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.01% | 0.17% | 0.50% | Q3 2020 | Q2 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.02% | 0.12% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Tidal Investments LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
NZS Capital, LLC | 3 | 3 | 0.18% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Alpha DNA Investment Management LLC | 3 | 3 | 0.71% | 0.87% | 1.01% | Q4 2020 | Q2 2021 | 3 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Meadow Creek Investment Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.15% | 0.20% | 0.26% | Q4 2017 | Q3 2020 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2019 | Q3 2019 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.09% | 0.22% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Islet Management, LP | 3 | 3 | 0.30% | 0.57% | 0.89% | Q4 2019 | Q2 2020 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 1 | 2.22% | 2.76% | 3.23% | Q1 2019 | Q4 2019 | 3 |
SkyOak Wealth, LLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.36% | 0.44% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.46% | 0.80% | Q1 2022 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2019 | 3 |
ICA Group Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Atom Investors LP | 1 | 1 | 0.03% | 0.09% | 0.12% | Q1 2019 | Q1 2023 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
State of Wyoming | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q2 2022 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.09% | 0.14% | 0.20% | Q3 2019 | Q4 2022 | 3 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.06% | 0.18% | Q4 2019 | Q4 2021 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q3 2021 | Q1 2022 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Alliance Wealth Advisors, LLC /UT | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.13% | 0.19% | 0.22% | Q3 2021 | Q1 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.15% | 0.26% | 0.36% | Q4 2017 | Q2 2018 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 2 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.69% | 0.69% | 0.69% | Q2 2020 | Q3 2020 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Grandeur Peak Global Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bell Bank | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q4 2021 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Woodson Capital Management, LP | 2 | 2 | 1.13% | 1.54% | 1.94% | Q2 2022 | Q3 2022 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.48% | 0.61% | 0.74% | Q3 2018 | Q3 2023 | 2 |
Ranger Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stormborn Capital Management, LLC | 2 | 2 | 0.93% | 1.60% | 2.27% | Q3 2022 | Q4 2022 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
JS Capital Management LLC | 2 | 2 | 0.03% | 0.14% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Hardy Reed LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
MQS Management LLC | 1 | 1 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.69% | 0.81% | 0.93% | Q3 2019 | Q3 2020 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.08% | 0.31% | 0.54% | Q3 2018 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
NEXT CENTURY GROWTH INVESTORS LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Pelham Capital Ltd. | 2 | 2 | 6.11% | 8.73% | 11.36% | Q1 2023 | Q2 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.13% | 0.99% | 1.85% | Q2 2020 | Q1 2021 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Grassi Investment Management | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
MCIA Inc | 2 | 2 | 0.19% | 0.35% | 0.51% | Q4 2020 | Q1 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Connacht Asset Management LP | 2 | 2 | 0.63% | 0.65% | 0.67% | Q1 2023 | Q2 2023 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.08% | 0.15% | 0.23% | Q3 2020 | Q1 2021 | 2 |
HighPoint Advisor Group LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
BILLINGS CAPITAL MANAGEMENT, LLC | 2 | 2 | 3.49% | 8.82% | 14.16% | Q1 2020 | Q2 2020 | 2 |
Tabor Asset Management, LP | 2 | 2 | 0.35% | 1.05% | 1.75% | Q1 2023 | Q2 2023 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.21% | 0.28% | 0.35% | Q4 2021 | Q1 2022 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 6.50% | 6.83% | 7.17% | Q4 2021 | Q1 2022 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
EAM Investors, LLC | 2 | 2 | 0.27% | 0.31% | 0.36% | Q3 2020 | Q4 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sheets Smith Investment Management | 1 | 1 | 0.81% | 0.86% | 0.90% | Q4 2020 | Q4 2021 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
CenterBook Partners LP | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.39% | 0.76% | 1.12% | Q4 2019 | Q2 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.13% | 0.21% | Q3 2020 | Q1 2021 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Hook Mill Capital Partners, LP | 2 | 2 | 1.27% | 1.72% | 2.16% | Q1 2023 | Q2 2023 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
Junto Capital Management LP | 1 | 1 | 0.40% | 0.41% | 0.43% | Q4 2021 | Q4 2022 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.53% | 0.66% | 0.80% | Q4 2019 | Q1 2020 | 2 |
LONG WALK MANAGEMENT LP | 2 | 2 | 11.92% | 12.06% | 12.21% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baron Wealth Management LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2023 | Q4 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q3 2019 | 2 |
NWK Group, Inc. | 2 | 2 | 0.94% | 1.18% | 1.42% | Q4 2019 | Q1 2020 | 2 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.11% | 0.22% | Q3 2017 | Q3 2018 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Evolutionary Tree Capital Management, LLC | 2 | 2 | 1.73% | 1.81% | 1.88% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.28% | 0.29% | 0.31% | Q3 2018 | Q3 2020 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.31% | 0.60% | Q3 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2021 | Q1 2021 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Impala Asset Management LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2020 | Q3 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
Masterton Capital Management, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Versor Investments LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bluegrass Capital Partners LP | 1 | 1 | 2.34% | 2.34% | 2.34% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Old West Investment Management, LLC | 1 | 1 | 3.61% | 3.61% | 3.61% | Q3 2020 | Q3 2020 | 1 |
Snowhook Capital Management LP | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2022 | Q4 2022 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
United Community Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2018 | Q3 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2022 | Q1 2022 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Hound Partners | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2019 | Q1 2019 | 1 |
Ruane, Cunniff & Goldfarb L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
Handelsinvest Investeringsforvaltning | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
SouthernSun Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
ShearLink Capital, LLC | 1 | 1 | 4.07% | 4.07% | 4.07% | Q3 2017 | Q3 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Franklin Street Capital Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
ThornTree Capital Partners LP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2020 | Q4 2020 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2019 | Q3 2019 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 4.20% | 4.20% | 4.20% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2018 | Q1 2018 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Ashler Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 3.51% | 3.51% | 3.51% | Q3 2023 | Q3 2023 | 1 |
AJO, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kent Lake Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
Dakota Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Nine27 Capital Management, LP | 1 | 1 | 2.21% | 2.21% | 2.21% | Q2 2023 | Q2 2023 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2021 | Q2 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
PineStone Asset Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q3 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q1 2021 | Q1 2021 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2021 | Q1 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ararat Capital Management LP | 1 | 1 | 3.91% | 3.91% | 3.91% | Q2 2022 | Q2 2022 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alamar Capital Management, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own FLOOR & DECOR HLDGS INC or have owned FLOOR & DECOR HLDGS INC in the past.