HEALTHEQUITY INC shareholder history

Current and past HEALTHEQUITY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 37370.00%0.00%0.00%Q3 2014Q3 202396
Citadel Advisors 2910.00%0.00%0.02%Q3 2014Q3 202390
Walleye Trading LLC 26260.00%0.00%0.02%Q2 2017Q3 202370
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202357
PEAK6 Investments LLC 21210.00%0.01%0.08%Q3 2018Q3 202354
GOLDMAN SACHS GROUP INC 3510.00%0.00%0.02%Q3 2014Q3 202352
WOLVERINE TRADING, LLC 810.00%0.00%0.02%Q2 2016Q1 202347
Cutler Group LLC / CA 810.00%0.01%0.12%Q4 2015Q1 202347
JANE STREET GROUP, LLC 1610.00%0.00%0.02%Q3 2014Q3 202347
BARCLAYS PLC 2950.00%0.00%0.00%Q4 2014Q3 202343
MILLENNIUM MANAGEMENT LLC 2520.00%0.01%0.07%Q1 2015Q3 202343
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.01%Q4 2014Q3 202339
Stephens Investment Management Group LLC 37370.51%0.99%1.45%Q3 2014Q3 202337
BAMCO INC /NY/ 37370.08%0.22%0.41%Q3 2014Q3 202337
CITIGROUP INC 37370.00%0.00%0.00%Q3 2014Q3 202337
CIBC Private Wealth Group, LLC 37370.00%0.06%0.23%Q3 2014Q3 202337
AMERIPRISE FINANCIAL INC 37370.00%0.01%0.03%Q3 2014Q3 202337
NORTHERN TRUST CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
MORGAN STANLEY 37370.00%0.02%0.14%Q3 2014Q3 202337
FRANKLIN RESOURCES INC 37370.00%0.02%0.05%Q3 2014Q3 202337
WELLS FARGO & COMPANY/MN 37370.00%0.02%0.05%Q3 2014Q3 202337
STATE STREET CORP 37370.00%0.01%0.01%Q3 2014Q3 202337
DEUTSCHE BANK AG\ 37370.00%0.00%0.02%Q3 2014Q3 202337
Bank of New York Mellon Corp 37370.00%0.01%0.02%Q3 2014Q3 202337
JPMORGAN CHASE & CO 37370.00%0.01%0.02%Q3 2014Q3 202337
VANGUARD GROUP INC 37370.00%0.01%0.02%Q3 2014Q3 202337
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 37370.00%0.01%0.02%Q3 2014Q3 202337
WASATCH ADVISORS LP 37370.01%1.50%3.36%Q3 2014Q3 202337
PRICE T ROWE ASSOCIATES INC /MD/ 37370.00%0.00%0.00%Q3 2014Q3 202337
GEODE CAPITAL MANAGEMENT, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.00%Q3 2014Q3 202337
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 37370.02%0.03%0.04%Q3 2014Q3 202337
MANUFACTURERS LIFE INSURANCE COMPANY, THE 36360.00%0.00%0.01%Q4 2014Q3 202336
Swiss National Bank 36360.00%0.01%0.01%Q4 2014Q3 202336
METROPOLITAN LIFE INSURANCE CO/NY 3420.00%0.02%0.05%Q3 2014Q3 202336
CREDIT SUISSE AG/ 34340.00%0.03%0.08%Q2 2015Q3 202336
AMERICAN INTERNATIONAL GROUP, INC. 36360.00%0.03%0.08%Q4 2014Q3 202336
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 36360.00%0.01%0.02%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.00%0.01%0.07%Q4 2014Q3 202336
ROYAL BANK OF CANADA 2950.00%0.01%0.03%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 35350.00%0.00%0.02%Q1 2015Q3 202335
Aureus Asset Management, LLC 35350.51%1.64%2.55%Q1 2015Q3 202335
FMR LLC 3410.00%0.01%0.04%Q3 2014Q3 202335
VOYA INVESTMENT MANAGEMENT LLC 34340.00%0.05%0.15%Q2 2015Q3 202334
PRUDENTIAL FINANCIAL INC 34340.00%0.01%0.05%Q2 2015Q3 202334
Louisiana State Employees Retirement System 34340.02%0.04%0.08%Q2 2015Q3 202334
RHUMBLINE ADVISERS 34340.00%0.02%0.03%Q2 2015Q3 202334
TWO SIGMA INVESTMENTS, LP 1240.00%0.01%0.09%Q3 2016Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.01%0.02%Q2 2015Q3 202334
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 34340.00%0.01%0.02%Q2 2015Q3 202334
Invesco Ltd. 34340.00%0.02%0.06%Q2 2015Q3 202334
UBS ASSET MANAGEMENT AMERICAS INC 34340.00%0.00%0.02%Q2 2015Q3 202334
BlackRock Inc. 34340.00%0.02%0.03%Q2 2015Q3 202334
Legal & General Group Plc 34340.00%0.00%0.01%Q2 2015Q3 202334
PUTNAM INVESTMENTS LLC 3040.00%0.01%0.03%Q1 2015Q3 202334
GREAT WEST LIFE ASSURANCE CO /CAN/ 34340.00%0.01%0.01%Q2 2015Q3 202334
TEXAS PERMANENT SCHOOL FUND CORP 34340.01%0.04%0.06%Q2 2015Q3 202334
PRINCIPAL FINANCIAL GROUP INC 34340.01%0.02%0.03%Q2 2015Q3 202334
FEDERATED HERMES, INC. 2590.00%0.02%0.11%Q3 2014Q3 202334
BANK OF MONTREAL /CAN/ 3120.00%0.00%0.01%Q2 2015Q3 202333
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2850.00%0.01%0.04%Q2 2015Q3 202333
LPL Financial LLC 3120.00%0.00%0.01%Q2 2015Q3 202333
SCOUT INVESTMENTS, INC. 23100.02%0.14%0.28%Q2 2015Q3 202333
Arizona State Retirement System 33330.01%0.02%0.06%Q3 2015Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2760.00%0.01%0.02%Q2 2015Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 33330.00%0.00%0.01%Q3 2015Q3 202333
VICTORY CAPITAL MANAGEMENT INC 33330.00%0.06%0.14%Q3 2015Q3 202333
COMERICA BANK 3120.00%0.02%0.03%Q2 2015Q3 202333
HighTower Advisors, LLC 33330.01%0.04%0.11%Q3 2015Q3 202333
THRIVENT FINANCIAL FOR LUTHERANS 32320.00%0.01%0.03%Q4 2015Q3 202332
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 32320.00%0.00%0.01%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 28280.00%0.02%0.06%Q4 2016Q3 202332
NBW CAPITAL LLC 32320.22%0.92%1.57%Q4 2015Q3 202332
AMERICAN CENTURY COMPANIES INC 32320.01%0.01%0.05%Q4 2015Q3 202332
KING LUTHER CAPITAL MANAGEMENT CORP 31310.01%0.03%0.11%Q1 2016Q3 202331
PROFUND ADVISORS LLC 3010.01%0.02%0.03%Q2 2015Q3 202331
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 31310.03%0.16%0.33%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
KORNITZER CAPITAL MANAGEMENT INC /KS 31310.13%0.34%0.81%Q1 2016Q3 202331
NEXT CENTURY GROWTH INVESTORS LLC 2920.15%1.47%3.02%Q3 2014Q3 202231
FRED ALGER MANAGEMENT, LLC 2730.00%0.26%0.62%Q3 2014Q3 202330
NORGES BANK 30300.00%0.01%0.01%Q3 2015Q4 202230
MACQUARIE GROUP LTD 30300.00%0.01%0.04%Q2 2016Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.00%Q2 2016Q3 202330
Frontier Wealth Management LLC 30300.01%0.14%0.34%Q1 2015Q2 202230
STRS OHIO 2810.00%0.00%0.01%Q3 2014Q3 202329
STIFEL FINANCIAL CORP 2810.00%0.01%0.06%Q3 2015Q3 202329
Tower Research Capital LLC (TRC) 1410.00%0.01%0.06%Q4 2014Q3 202329
PEREGRINE CAPITAL MANAGEMENT LLC 29290.23%0.50%0.92%Q3 2016Q3 202329
ClearBridge Investments 29290.00%0.03%0.16%Q3 2016Q3 202329
DIMENSIONAL FUND ADVISORS LP 29290.00%0.01%0.03%Q3 2016Q3 202329
FIFTH THIRD BANCORP 1510.00%0.00%0.00%Q1 2015Q3 202328
ProShare Advisors LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
FIRST TRUST ADVISORS LP 1310.00%0.01%0.02%Q4 2015Q3 202328
EATON VANCE MANAGEMENT 28280.00%0.01%0.01%Q4 2015Q3 202228
LOS ANGELES CAPITAL MANAGEMENT LLC 1830.00%0.01%0.03%Q1 2015Q3 202328
SG Americas Securities, LLC 2620.00%0.01%0.04%Q3 2016Q3 202328
TCI Wealth Advisors, Inc. 28280.00%0.00%0.01%Q2 2016Q1 202328
NISA INVESTMENT ADVISORS, LLC 28280.00%0.00%0.02%Q4 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.01%0.03%Q4 2016Q3 202328
AQR Capital Management 1710.00%0.00%0.01%Q3 2015Q3 202328
AMALGAMATED BANK 28280.01%0.02%0.04%Q4 2016Q3 202328
SEI INVESTMENTS CO 28280.00%0.06%0.17%Q4 2016Q3 202328
IFP Advisors, Inc 1110.00%0.00%0.00%Q1 2016Q2 202327
Cubist Systematic Strategies, LLC 2210.00%0.03%0.12%Q3 2014Q2 202327
Russell Investments Group, Ltd. 2610.00%0.01%0.02%Q4 2016Q3 202327
JANUS HENDERSON GROUP PLC 27270.03%0.06%0.13%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.01%0.06%0.09%Q1 2017Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2030.00%0.00%0.00%Q2 2016Q3 202327
Global Retirement Partners, LLC 2430.00%0.00%0.02%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 2330.00%0.03%0.07%Q1 2017Q3 202326
WELLINGTON MANAGEMENT GROUP LLP 1510.00%0.00%0.01%Q2 2015Q3 202326
GLENMEDE TRUST CO NA 2060.00%0.09%0.19%Q1 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.01%0.02%0.03%Q3 2016Q3 202326
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 26260.00%0.00%0.01%Q2 2017Q3 202326
TEACHER RETIREMENT SYSTEM OF TEXAS 1360.00%0.00%0.01%Q4 2014Q3 202326
Nuveen Asset Management, LLC 1880.01%0.02%0.07%Q1 2017Q3 202326
PARAMETRIC PORTFOLIO ASSOCIATES LLC 26260.00%0.01%0.01%Q4 2015Q1 202226
STATE OF WISCONSIN INVESTMENT BOARD 26260.02%0.03%0.06%Q2 2017Q3 202326
GILDER GAGNON HOWE & CO LLC 26260.01%0.06%0.10%Q3 2014Q4 202026
AMUSSEN HUNSAKER ASSOCIATES LLC 26260.68%4.28%12.80%Q2 2017Q3 202326
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2320.00%0.02%0.02%Q3 2014Q3 202325
Pier Capital, LLC 2310.54%0.97%1.58%Q1 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.04%0.06%Q4 2017Q3 202324
GUGGENHEIM CAPITAL LLC 2040.00%0.01%0.01%Q4 2016Q3 202324
LS Investment Advisors, LLC 24240.00%0.01%0.02%Q2 2015Q1 202124
HMS Capital Management, LLC 13130.03%0.56%1.66%Q3 2016Q3 201924
Janney Montgomery Scott LLC 1910.00%0.01%0.02%Q4 2015Q3 202324
D. E. Shaw & Co., Inc. 810.00%0.01%0.04%Q3 2014Q2 202324
State of Tennessee, Treasury Department 1110.00%0.01%0.02%Q2 2015Q3 202324
SHELTON CAPITAL MANAGEMENT 1520.01%0.01%0.03%Q2 2017Q3 202324
State of Alaska, Department of Revenue 1770.01%0.01%0.03%Q4 2016Q3 202324
SIGNATUREFD, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
BERKLEY W R CORP 23230.16%33.74%60.24%Q3 2014Q1 202023
ArrowMark Colorado Holdings LLC 1580.38%0.87%1.63%Q2 2017Q3 202323
MASON STREET ADVISORS, LLC 23230.00%0.03%0.06%Q2 2015Q4 202023
AGF INVESTMENTS INC. 1310.03%0.06%0.10%Q4 2015Q3 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
BROWN ADVISORY INC 23230.04%0.15%0.27%Q1 2018Q3 202323
M&T BANK CORP 23230.00%0.01%0.02%Q1 2018Q3 202323
TimesSquare Capital Management, LLC 1510.02%0.33%0.78%Q3 2014Q3 202323
ASHFORD CAPITAL MANAGEMENT INC 22221.39%2.63%4.35%Q2 2018Q3 202322
Walleye Capital LLC 520.00%0.02%0.16%Q1 2019Q3 202322
Twin Tree Management, LP 610.00%0.01%0.03%Q1 2019Q2 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.08%0.16%Q2 2018Q3 202322
WADDELL & REED FINANCIAL INC 22220.01%0.08%0.14%Q4 2015Q1 202122
LOOMIS SAYLES & CO L P 1010.03%0.06%0.10%Q4 2015Q3 202321
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 21210.01%0.02%0.04%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 2010.00%0.01%0.03%Q1 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.02%0.06%0.14%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
INSPIRION WEALTH ADVISORS, LLC 21210.43%1.56%4.00%Q3 2018Q3 202321
Retirement Systems of Alabama 21210.02%0.04%0.08%Q3 2018Q3 202321
STATE OF MICHIGAN RETIREMENT SYSTEM 21210.01%0.01%0.01%Q3 2018Q3 202321
STEPHENS INC /AR/ 21210.00%0.00%0.01%Q3 2018Q3 202321
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 21210.03%0.04%0.05%Q3 2018Q3 202321
South Dakota Investment Council 21210.01%0.03%0.04%Q3 2018Q3 202321
SECURIAN ASSET MANAGEMENT, INC 21210.01%0.01%0.02%Q3 2018Q3 202321
Institute for Wealth Management, LLC. 2010.05%0.10%0.21%Q4 2017Q3 202321
Rockefeller Capital Management L.P. 21210.00%0.01%0.04%Q2 2018Q2 202321
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 21210.01%0.02%0.03%Q3 2018Q3 202321
TOWNSQUARE CAPITAL LLC 20200.02%0.04%0.09%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.03%0.06%0.15%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.00%0.01%0.02%Q4 2018Q3 202320
Granahan Investment Management 1910.01%1.20%1.90%Q3 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1710.00%0.01%0.06%Q2 2017Q3 202320
Motley Fool Asset Management LLC 20200.14%0.55%0.99%Q4 2018Q3 202320
TEACHERS ADVISORS, LLC 19190.00%0.01%0.01%Q3 2014Q1 201919
Allworth Financial LP 1110.00%0.00%0.01%Q1 2017Q3 202319
PEAK6 Group LLC 510.00%0.00%0.03%Q2 2015Q2 201819
SHEETS SMITH WEALTH MANAGEMENT 1720.04%0.07%0.13%Q2 2018Q3 202319
OppenheimerFunds, Inc. 19190.01%0.03%0.05%Q3 2014Q1 201919
Creative Planning 620.00%0.00%0.00%Q2 2016Q3 202319
Squarepoint Ops LLC 610.00%0.03%0.14%Q1 2016Q4 202219
TIAA CREF INVESTMENT MANAGEMENT LLC 19190.00%0.00%0.01%Q3 2014Q1 201919
JENNISON ASSOCIATES LLC 1630.00%0.01%0.03%Q3 2015Q3 202119
Advisory Services Network, LLC 1610.00%0.12%0.22%Q1 2017Q1 202319
FinTrust Capital Advisors, LLC 19190.00%0.00%0.01%Q4 2018Q2 202319
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1180.00%0.01%0.02%Q4 2018Q3 202319
Aperio Group, LLC 18180.00%0.00%0.01%Q3 2016Q4 202018
Morse Asset Management, Inc 1410.08%0.61%1.17%Q1 2017Q1 202318
Quantbot Technologies LP 810.00%0.05%0.12%Q3 2015Q2 202318
SIMPLEX TRADING, LLC 810.00%0.00%0.01%Q1 2015Q2 202218
Municipal Employees' Retirement System of Michigan 1260.01%0.03%0.06%Q3 2015Q1 202018
Geneos Wealth Management Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
TRUSTCORE FINANCIAL SERVICES, LLC 1440.00%0.00%0.01%Q2 2018Q4 202218
NJ State Employees Deferred Compensation Plan 18180.03%0.05%0.06%Q2 2019Q3 202318
CWM, LLC 1080.00%0.07%0.10%Q1 2019Q3 202318
Man Group plc 920.00%0.02%0.03%Q1 2018Q3 202318
First Horizon Advisors, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
ROYCE & ASSOCIATES LP 18180.01%0.04%0.08%Q2 2016Q3 202018
MEEDER ASSET MANAGEMENT INC 610.00%0.01%0.03%Q3 2015Q3 202218
MASSMUTUAL TRUST CO FSB/ADV 920.00%0.00%0.00%Q1 2018Q4 202318
Foundry Partners, LLC 18180.05%0.09%0.16%Q4 2016Q1 202118
Mitsubishi UFJ Asset Management Co., Ltd. 18180.00%0.00%0.00%Q2 2019Q3 202318
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.03%0.11%Q4 2016Q4 202218
BLAIR WILLIAM & CO/IL 1520.00%0.00%0.00%Q2 2019Q3 202317
TUDOR INVESTMENT CORP ET AL 610.01%0.05%0.25%Q3 2014Q3 202217
Cortina Asset Management, LLC 17170.23%0.43%0.95%Q1 2015Q1 201917
ANDERSON HOAGLAND & CO 17170.32%0.65%1.73%Q1 2016Q1 202017
State of New Jersey Common Pension Fund D 17170.01%0.01%0.02%Q3 2019Q3 202317
TWO SIGMA ADVISERS, LP 910.00%0.02%0.11%Q3 2016Q1 202317
Versant Capital Management, Inc 17170.00%0.00%0.01%Q1 2016Q1 202017
Physician Wealth Advisors, Inc. 17170.78%1.42%2.75%Q3 2019Q3 202317
ASSETMARK, INC 1510.00%0.00%0.00%Q4 2016Q3 202317
Summit Creek Advisors LLC 17171.04%1.99%2.75%Q3 2019Q3 202317
LORD, ABBETT & CO. LLC 1010.01%0.08%0.19%Q3 2014Q3 202217
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 17170.06%0.11%0.13%Q3 2019Q3 202317
Pacer Advisors, Inc. 710.00%0.02%0.08%Q3 2018Q3 202316
GSA CAPITAL PARTNERS LLP 810.02%0.06%0.14%Q4 2014Q1 202316
MACKENZIE FINANCIAL CORP 1240.00%0.12%0.22%Q4 2015Q3 202316
PICTON MAHONEY ASSET MANAGEMENT 1240.10%0.80%1.67%Q4 2016Q4 202216
Artisan Partners Limited Partnership 16160.03%0.06%0.10%Q3 2016Q2 202016
RIVERHEAD CAPITAL MANAGEMENT LLC 16160.00%0.03%0.08%Q4 2015Q3 201916
Ensign Peak Advisors, Inc 16160.04%0.06%0.08%Q4 2019Q3 202316
MARSHALL WACE, LLP 810.00%0.04%0.10%Q3 2015Q2 202316
Advantage Alpha Capital Partners LP 16160.67%1.31%2.13%Q4 2019Q3 202316
PRELUDE CAPITAL MANAGEMENT, LLC 620.01%0.03%0.06%Q4 2017Q3 202316
EAGLE ASSET MANAGEMENT INC 1210.08%0.23%0.49%Q3 2017Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Grandeur Peak Global Advisors, LLC 1210.08%0.23%0.41%Q3 2014Q3 202316
Renaissance Technologies 710.00%0.02%0.07%Q1 2015Q2 202316
PineBridge Investments, L.P. 1410.00%0.02%0.06%Q2 2015Q2 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1240.00%0.01%0.01%Q4 2016Q3 202316
EXANE DERIVATIVES 870.00%0.02%0.08%Q2 2017Q2 202115
DAVENPORT & Co LLC 15150.00%0.05%0.21%Q1 2020Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.01%Q2 2016Q4 201915
Radnor Capital Management, LLC 960.07%0.13%0.20%Q3 2019Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 1140.00%0.02%0.04%Q4 2019Q3 202315
GW&K Investment Management, LLC 15150.26%0.47%0.63%Q1 2020Q3 202315
Sutton Wealth Advisors Inc. 1140.00%0.02%0.04%Q1 2016Q4 202215
PANAGORA ASSET MANAGEMENT INC 620.00%0.01%0.03%Q3 2014Q1 202315
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 15150.37%0.67%0.94%Q1 2020Q3 202315
J.P. Morgan Private Wealth Advisors LLC 1320.00%0.00%0.02%Q1 2019Q3 202315
DFPG INVESTMENTS, LLC 15150.57%2.30%3.54%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
CIM INVESTMENT MANAGEMENT INC 710.07%0.11%0.19%Q2 2018Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.59%1.21%1.60%Q1 2020Q3 202315
TIVERTON ASSET MANAGEMENT LLC 15150.03%0.34%0.71%Q1 2016Q3 201915
Employees Retirement System of Texas 14140.01%0.02%0.02%Q1 2016Q2 201914
EAGLE CAPITAL MANAGEMENT LLC 14140.00%0.01%0.01%Q3 2014Q4 201714
Lindbrook Capital, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
HSBC HOLDINGS PLC 510.00%0.00%0.01%Q4 2016Q2 202314
Parallel Advisors, LLC 1010.00%0.00%0.00%Q1 2019Q3 202314
XPONANCE, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.00%0.01%0.01%Q2 2020Q3 202314
QS Investors, LLC 14140.00%0.00%0.00%Q1 2017Q2 202014
Gemmer Asset Management LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
DF DENT & CO INC 14140.08%0.18%0.30%Q2 2020Q3 202314
Motley Fool Wealth Management, LLC 14140.16%0.42%0.60%Q2 2020Q3 202314
COMMERCE BANK 14140.00%0.00%0.01%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 1310.00%0.00%0.00%Q4 2019Q3 202314
Paloma Partners Management Co 410.00%0.01%0.04%Q1 2017Q4 202113
OBERWEIS ASSET MANAGEMENT INC/ 13130.88%1.37%2.08%Q3 2014Q3 201713
AMERICAN CAPITAL MANAGEMENT INC 13130.04%0.35%0.53%Q1 2019Q1 202213
Advisor Group, Inc. 13130.00%0.00%0.02%Q4 2016Q4 201913
ClariVest Asset Management LLC 940.02%0.09%0.19%Q2 2019Q3 202313
Echo Street Capital Management LLC 1110.00%0.76%1.28%Q1 2019Q4 202213
DRIEHAUS CAPITAL MANAGEMENT LLC 1030.06%0.12%0.22%Q2 2015Q3 201813
Tygh Capital Management, Inc. 810.08%0.87%1.60%Q3 2014Q4 202113
Dynamic Technology Lab Private Ltd 410.04%0.11%0.20%Q4 2015Q1 202313
ALPS ADVISORS INC 850.00%0.01%0.01%Q3 2016Q3 202313
MOODY ALDRICH PARTNERS LLC 850.35%0.76%1.24%Q3 2019Q3 202313
KEYBANK NATIONAL ASSOCIATION/OH 1120.00%0.00%0.00%Q2 2015Q3 201813
Keeler Thomas Management LLC 13130.25%0.77%1.06%Q4 2017Q4 202013
Aristotle Capital Boston, LLC 13130.61%0.98%1.46%Q3 2020Q3 202313
Neuberger Berman Group LLC 730.00%0.00%0.00%Q2 2015Q3 202313
Nicholas Investment Partners, LP 1120.25%0.66%1.76%Q2 2016Q2 202213
CARILLON TOWER ADVISERS, INC. 13130.04%0.25%0.51%Q4 2017Q4 202013
Nationwide Fund Advisors 13130.00%0.02%0.05%Q3 2014Q3 201713
PUBLIC SECTOR PENSION INVESTMENT BOARD 13130.01%0.01%0.02%Q2 2015Q2 201813
VIRGINIA RETIREMENT SYSTEMS ET AL 810.00%0.01%0.02%Q2 2018Q3 202313
Granite Investment Partners, LLC 850.10%0.93%1.37%Q2 2016Q4 202213
Elkfork Partners LLC 12120.07%0.09%0.12%Q4 2016Q3 201912
CNA FINANCIAL CORP 12120.11%0.25%0.54%Q1 2020Q4 202212
PICTET ASSET MANAGEMENT LTD 12120.02%0.03%0.04%Q3 2018Q2 202112
BESSEMER GROUP INC 610.00%0.00%0.00%Q3 2018Q3 202312
Advisors Asset Management, Inc. 12120.00%0.00%0.01%Q4 2017Q3 202012
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Glen Harbor Capital Management LLC 12120.04%0.06%0.08%Q4 2016Q3 201912
Private Capital Group, LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
Neuburgh Advisers LLC 12120.05%0.07%0.09%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.06%0.09%0.12%Q4 2016Q3 201912
GROUP ONE TRADING, L.P. 420.00%0.00%0.00%Q4 2014Q3 202212
Natixis Investment Managers International 12120.00%0.01%0.02%Q4 2020Q3 202312
Gradient Investments LLC 1110.00%0.04%0.09%Q1 2019Q3 202312
Private Advisor Group, LLC 1010.00%0.01%0.01%Q3 2017Q4 202012
Holocene Advisors, LP 610.00%0.01%0.01%Q4 2017Q3 202211
O'Brien Greene & Co. Inc 830.08%0.27%0.48%Q4 2018Q3 202111
Point72 Hong Kong Ltd 610.00%0.00%0.02%Q1 2018Q4 202111
Fieldpoint Private Securities, LLC 610.00%0.01%0.02%Q1 2017Q3 202111
NumerixS Investment Technologies Inc 910.00%0.07%0.15%Q4 2015Q2 201911
Campbell & CO Investment Adviser LLC 310.04%0.22%0.53%Q2 2017Q3 202311
ALGERT GLOBAL LLC 530.02%0.17%0.80%Q3 2020Q3 202311
JANUS HENDERSON INVESTORS US LLC 11110.00%0.05%0.09%Q3 2014Q1 201711
Schonfeld Strategic Advisors LLC 310.01%0.08%0.36%Q3 2017Q1 202211
D.A. DAVIDSON & CO. 11110.00%0.00%0.01%Q1 2016Q3 201811
Bayesian Capital Management, LP 210.06%0.10%0.17%Q2 2016Q2 202310
BlackRock Institutional Trust Company, N.A. 10100.00%0.00%0.01%Q3 2014Q4 201610
SHAKER INVESTMENTS LLC/OH 10100.16%0.35%0.77%Q4 2018Q1 202110
Ellevest, Inc. 550.00%0.00%0.00%Q3 2020Q1 202310
State of Wyoming 10100.04%0.08%0.11%Q2 2021Q3 202310
Manchester Capital Management LLC 910.00%0.00%0.01%Q1 2019Q3 202310
ACG Wealth 10100.09%0.13%0.17%Q4 2017Q1 202010
BlackRock Fund Advisors 10100.00%0.01%0.03%Q3 2014Q4 201610
Stratos Wealth Partners, LTD. 610.00%0.01%0.01%Q4 2017Q2 202310
Hood River Capital Management LLC 420.32%0.97%2.06%Q1 2016Q2 202110
AlphaCrest Capital Management LLC 510.01%0.04%0.08%Q1 2019Q2 202210
SILVERCREST ASSET MANAGEMENT GROUP LLC 10100.01%0.03%0.05%Q4 2015Q1 201810
Parkside Financial Bank & Trust 10100.00%0.00%0.01%Q2 2016Q3 201810
Inspire Investing, LLC 910.03%0.04%0.11%Q4 2017Q3 202310
Point72 Asset Management, L.P. 810.01%0.11%0.20%Q2 2016Q3 202310
Neo Ivy Capital Management 410.01%0.19%0.39%Q4 2018Q3 202310
Pantheon Investment Group, LLC 990.01%1.64%2.78%Q4 2019Q4 202110
Lisanti Capital Growth, LLC 210.33%0.97%2.09%Q3 2014Q3 202310
Allegis Investment Advisors, LLC 10100.11%0.38%1.04%Q4 2015Q1 201810
Xact Kapitalforvaltning AB 10100.00%0.01%0.03%Q4 2017Q1 202010
PIEDMONT INVESTMENT ADVISORS INC 550.01%0.02%0.04%Q2 2017Q1 202010
Jackson Square Partners, LLC 10100.60%1.09%1.62%Q1 2019Q2 202110
Rock Springs Capital Management LP 550.11%0.34%0.64%Q4 2016Q4 202010
Silvant Capital Management LLC 10100.04%0.07%0.09%Q1 2018Q2 202010
CLEARBRIDGE, LLC 10100.23%0.45%0.66%Q1 2016Q2 201810
CASTLEARK MANAGEMENT LLC 710.00%0.12%0.39%Q3 2017Q3 202310
Eagle Bay Advisors LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.16%0.59%Q1 2018Q2 202310
BLACKROCK ADVISORS LLC 10100.00%0.01%0.02%Q3 2014Q4 201610
BlackRock Investment Management, LLC 10100.00%0.01%0.01%Q3 2014Q4 201610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.01%Q3 2015Q4 202210
ESSEX INVESTMENT MANAGEMENT CO LLC 990.04%0.12%0.21%Q4 2017Q4 20199
SUNTRUST BANKS INC 810.00%0.00%0.00%Q2 2016Q2 20199
COLUMBUS CIRCLE INVESTORS 310.01%0.09%0.30%Q4 2014Q3 20189
Napier Park Global Capital (US) LP 9915.52%35.06%70.21%Q3 2014Q3 20169
ExodusPoint Capital Management, LP 410.00%0.02%0.04%Q2 2019Q1 20239
TURNER INVESTMENTS LLC 520.09%0.31%0.91%Q3 2014Q3 20179
CROSSLINK CAPITAL INC 990.34%1.15%2.19%Q3 2014Q3 20169
Cipher Capital LP 510.02%0.10%0.20%Q1 2018Q3 20229
Ranger Investment Management 990.00%0.00%0.00%Q1 2017Q1 20199
Vontobel Holding Ltd. 990.01%0.02%0.02%Q3 2021Q3 20239
Virtu Financial LLC 310.02%0.03%0.06%Q1 2018Q3 20229
Narus Financial Partners, LLC 720.10%0.16%0.20%Q2 2017Q3 20239
RMB Capital Management, LLC 990.08%0.11%0.14%Q2 2017Q2 20199
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 520.01%0.07%0.16%Q2 2020Q4 20229
Westover Capital Advisors, LLC 990.31%0.48%0.69%Q4 2017Q4 20199
ALLSTATE CORP 990.02%0.04%0.05%Q4 2019Q4 20219
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
HUNTINGTON NATIONAL BANK 990.00%0.00%0.00%Q3 2021Q3 20239
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 990.01%0.06%0.14%Q4 2019Q4 20219
PDT Partners, LLC 410.02%0.09%0.18%Q1 2015Q1 20239
DENVER INVESTMENT ADVISORS LLC 810.01%0.04%0.07%Q1 2015Q1 20189
ARCADIA INVESTMENT MANAGEMENT CORP/MI 720.01%0.02%0.04%Q2 2016Q1 20239
Mount Yale Investment Advisors, LLC 710.02%0.03%0.04%Q3 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
SRS Capital Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sciencast Management LP 210.07%0.15%0.23%Q1 2019Q2 20228
Allspring Global Investments Holdings, LLC 880.03%0.11%0.17%Q4 2021Q3 20238
APPLETON GROUP, LLC 320.31%0.71%1.49%Q1 2021Q3 20238
CAMBIAR INVESTORS LLC 880.06%0.27%0.62%Q4 2021Q3 20238
Sound Income Strategies, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
KINGS POINT CAPITAL MANAGEMENT 880.00%0.00%0.00%Q2 2020Q1 20228
Tekla Capital Management LLC 440.06%0.17%0.30%Q2 2019Q4 20228
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.02%Q3 2021Q2 20238
A.R.T. Advisors, LLC 510.03%0.08%0.20%Q4 2015Q2 20198
BlackRock Group LTD 710.00%0.00%0.00%Q3 2014Q4 20168
Petrus Trust Company, LTA 510.03%0.06%0.10%Q3 2018Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 880.01%0.02%0.04%Q3 2021Q2 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
FCM INVESTMENTS/TX 880.82%2.65%4.38%Q1 2016Q4 20178
Hodges Capital Management Inc. 880.41%1.00%1.28%Q1 2018Q4 20198
MARK SHEPTOFF FINANCIAL PLANNING, LLC 620.01%0.12%0.27%Q3 2016Q4 20188
FourThought Financial, LLC 880.01%0.06%0.15%Q4 2020Q3 20228
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q3 2018Q2 20208
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.06%0.10%Q4 2018Q3 20238
BADGLEY PHELPS & BELL INC 880.20%0.32%0.55%Q3 2018Q2 20208
CAPSTONE ASSET MANAGEMENT CO 880.01%0.01%0.01%Q3 2015Q2 20178
MACKAY SHIELDS LLC 440.00%0.01%0.02%Q3 2018Q1 20218
Migdal Insurance & Financial Holdings Ltd. 880.00%0.04%0.07%Q1 2018Q4 20198
Catalyst Capital Advisors LLC 620.00%0.02%0.04%Q4 2017Q4 20198
PIER 88 INVESTMENT PARTNERS LLC 880.05%0.18%0.27%Q4 2019Q3 20218
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
Verition Fund Management LLC 510.00%0.03%0.06%Q2 2018Q3 20228
Covestor Ltd 880.00%0.02%0.06%Q4 2021Q3 20238
CIBC Asset Management Inc 310.00%0.00%0.00%Q3 2017Q3 20228
SECTORAL ASSET MANAGEMENT INC 710.06%2.24%3.08%Q2 2020Q3 20238
MOODY LYNN & LIEBERSON, LLC 610.04%0.56%1.10%Q1 2018Q3 20228
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Global X Management CO LLC 880.00%0.05%0.20%Q3 2016Q2 20188
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.02%0.05%0.10%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.01%0.07%Q4 2016Q1 20218
EAM Investors, LLC 310.27%0.43%0.53%Q2 2017Q3 20237
Rehmann Capital Advisory Group 770.00%0.01%0.02%Q1 2018Q3 20197
Engineers Gate Manager LP 210.01%0.06%0.10%Q3 2017Q2 20237
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.02%0.04%0.07%Q4 2016Q1 20227
BANK OF NOVA SCOTIA 770.00%0.00%0.00%Q1 2022Q3 20237
Cinctive Capital Management LP 410.04%0.11%0.17%Q2 2020Q1 20237
Commonwealth Equity Services, Inc 770.00%0.01%0.01%Q1 2015Q3 20167
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Asset Management One Co., Ltd. 770.02%0.03%0.04%Q1 2015Q3 20167
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q2 2019Q3 20207
Avior Wealth Management, LLC 520.00%0.01%0.03%Q4 2017Q3 20237
ICON ADVISERS INC/CO 770.11%0.16%0.20%Q4 2018Q2 20207
CI INVESTMENTS INC. 410.00%0.00%0.00%Q1 2020Q3 20237
NorthCrest Asset Manangement, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
JACOBS LEVY EQUITY MANAGEMENT, INC 520.02%0.03%0.04%Q3 2018Q4 20227
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.01%0.02%Q3 2015Q2 20187
NATIXIS ADVISORS, L.P. 770.00%0.00%0.01%Q1 2022Q3 20237
GoalVest Advisory LLC 430.01%0.01%0.01%Q4 2020Q4 20227
FIRST MERCANTILE TRUST CO 770.04%0.05%0.08%Q1 2017Q3 20187
Beck Bode, LLC 770.16%0.49%0.77%Q1 2022Q3 20237
HC Advisors, LLC 770.44%0.50%0.56%Q1 2022Q3 20237
Cable Hill Partners, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
PRIVATE TRUST CO NA 610.00%0.00%0.01%Q3 2014Q3 20237
Vestcor Inc 520.00%0.01%0.02%Q4 2021Q3 20237
Ziegler Capital Management, LLC 770.13%0.20%0.28%Q1 2020Q3 20217
Penserra Capital Management LLC 310.01%0.38%1.04%Q4 2016Q3 20237
Van Berkom & Associates Inc. 771.90%2.19%2.48%Q1 2022Q3 20237
Shay Capital LLC 410.05%0.17%0.29%Q2 2021Q3 20237
Daiwa Securities Group Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
RUSSELL FRANK CO/ 770.00%0.01%0.01%Q3 2014Q1 20167
Polar Capital Holdings Plc 770.00%0.00%0.00%Q4 2020Q2 20227
EXCHANGE TRADED CONCEPTS, LLC 520.00%0.01%0.02%Q3 2021Q4 20237
Brinker Capital Investments, LLC 310.00%0.00%0.01%Q2 2019Q4 20227
Qube Research & Technologies Ltd 210.00%0.01%0.02%Q3 2018Q3 20237
AXA S.A. 660.01%0.02%0.04%Q3 2017Q4 20186
Quent Capital, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
FOX RUN MANAGEMENT, L.L.C. 210.08%0.19%0.28%Q4 2016Q2 20226
FULLER & THALER ASSET MANAGEMENT, INC. 310.00%0.08%0.11%Q3 2015Q3 20236
Quadrature Capital Ltd 210.01%0.04%0.06%Q4 2015Q4 20226
OSTERWEIS CAPITAL MANAGEMENT INC 510.09%0.31%0.43%Q1 2017Q3 20236
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q3 20216
1832 Asset Management L.P. 410.00%0.01%0.01%Q2 2015Q4 20186
Simplicity Solutions, LLC 420.01%0.02%0.03%Q2 2018Q4 20196
Eversept Partners, LP 510.51%0.98%2.09%Q2 2021Q3 20236
Weiss Multi-Strategy Advisers LLC 310.03%0.08%0.14%Q1 2015Q3 20236
Diversified Trust Co 660.04%0.05%0.06%Q4 2018Q1 20206
FIRST QUADRANT LLC/CA 660.02%0.12%0.41%Q2 2018Q3 20196
Arkadios Wealth Advisors 420.00%0.04%0.07%Q2 2021Q3 20236
Ophir Asset Management Pty Ltd 661.34%4.41%6.46%Q2 2022Q3 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
OXFORD ASSET MANAGEMENT LLP 660.02%0.03%0.04%Q1 2018Q2 20196
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q4 2016Q3 20216
MILES CAPITAL, INC. 660.13%0.21%0.29%Q1 2018Q2 20196
HANSEATIC MANAGEMENT SERVICES INC 420.00%0.25%0.52%Q3 2015Q3 20176
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q2 2022Q3 20236
Highstreet Asset Management Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Woodline Partners LP 310.01%0.09%0.21%Q2 2020Q3 20236
NEXT Financial Group, Inc 310.00%0.00%0.01%Q3 2016Q4 20206
CHARTWELL INVESTMENT PARTNERS, LLC 420.04%0.05%0.06%Q3 2019Q3 20236
STEVENS CAPITAL MANAGEMENT LP 310.01%0.03%0.07%Q4 2015Q2 20196
ADVISORY RESEARCH INC 420.02%0.21%0.62%Q1 2018Q3 20236
CIGNA INVESTMENTS INC /NEW 220.01%0.05%0.09%Q3 2018Q2 20216
ZACKS INVESTMENT MANAGEMENT 310.01%0.02%0.03%Q2 2015Q3 20236
American Portfolios Advisors 510.00%0.00%0.00%Q4 2017Q3 20216
RENAISSANCE GROUP LLC 660.02%0.03%0.05%Q3 2019Q4 20206
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
AE Wealth Management LLC 510.00%0.01%0.02%Q1 2019Q2 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.01%Q4 2018Q1 20206
Calamos Advisors LLC 310.00%0.01%0.02%Q3 2018Q3 20236
PFS INVESTMENTS INC. 420.01%0.02%0.05%Q2 2021Q2 20236
NOMURA ASSET MANAGEMENT CO LTD 310.00%0.01%0.02%Q3 2018Q3 20236
CSat Investment Advisory, L.P. 660.00%0.01%0.02%Q2 2019Q3 20206
Trexquant Investment LP 310.04%0.10%0.24%Q1 2015Q3 20206
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.03%Q4 2017Q2 20206
DUALITY ADVISERS, LP 510.04%0.14%0.35%Q4 2020Q1 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.01%0.01%Q1 2018Q2 20196
FORA Capital, LLC 310.02%0.06%0.12%Q2 2020Q3 20226
Clearstead Advisors, LLC 510.00%0.00%0.01%Q3 2021Q1 20236
Patten Group, Inc. 660.00%0.00%0.01%Q3 2017Q4 20186
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.00%0.00%Q2 2017Q2 20236
Cornerstone Advisors, Inc. 660.00%0.00%0.01%Q1 2018Q2 20196
NewEdge Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
THORNBURG INVESTMENT MANAGEMENT INC 410.02%0.05%0.07%Q1 2016Q4 20185
DEERE & CO 550.02%0.03%0.03%Q1 2015Q1 20165
Stanley-Laman Group, Ltd. 550.21%0.25%0.27%Q4 2018Q4 20195
World Asset Management Inc 310.01%0.02%0.02%Q3 2018Q2 20215
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Atika Capital Management LLC 550.43%0.53%0.63%Q3 2014Q3 20155
WINTON GROUP Ltd 410.01%0.01%0.02%Q1 2018Q4 20225
Glassman Wealth Services 110.00%0.00%0.00%Q4 2017Q3 20235
Connor, Clark & Lunn Investment Management Ltd. 320.01%0.02%0.03%Q1 2019Q2 20235
Greenhouse Funds LLLP 551.00%1.65%2.36%Q3 2020Q3 20215
Summit Trail Advisors, LLC 310.00%0.01%0.01%Q4 2017Q3 20235
Marshall Wace North America L.P. 210.00%0.01%0.03%Q3 2017Q3 20215
AMUNDI ASSET MANAGEMENT US, INC. 550.00%0.00%0.00%Q4 2018Q4 20195
DOCK STREET ASSET MANAGEMENT INC 551.10%2.15%2.63%Q1 2019Q1 20205
Pearl River Capital, LLC 310.04%0.06%0.10%Q4 2018Q3 20235
Lucha Capital Management, LP 322.27%3.97%5.91%Q3 2017Q3 20195
Harvest Fund Management Co., Ltd 210.00%0.03%0.06%Q2 2018Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q2 2019Q4 20205
UBS OCONNOR LLC 550.05%0.13%0.22%Q1 2015Q1 20165
ACADIAN ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q4 2016Q1 20195
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.02%0.06%Q3 2021Q1 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.01%Q4 2018Q4 20225
V Wealth Advisors LLC 550.08%0.14%0.25%Q1 2020Q1 20215
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.01%Q1 2019Q3 20235
XTX Topco Ltd 210.06%0.12%0.19%Q2 2021Q3 20235
Alyeska Investment Group, L.P. 310.01%0.03%0.06%Q3 2014Q2 20225
FORTALEZA ASSET MANAGEMENT INC/ 550.26%1.07%1.82%Q2 2017Q2 20185
FDx Advisors, Inc. 410.01%0.01%0.01%Q1 2022Q2 20235
Vanguard Personalized Indexing Management, LLC 410.01%0.02%0.02%Q2 2021Q3 20235
AXIOM INVESTORS LLC /DE 320.04%0.06%0.09%Q1 2017Q1 20205
BBVA USA Bancshares, Inc. 410.01%0.02%0.02%Q4 2019Q1 20215
SOLARIS ASSET MANAGEMENT LLC 550.01%0.02%0.02%Q3 2015Q3 20165
NAVELLIER & ASSOCIATES INC 550.04%0.04%0.05%Q3 2018Q3 20195
Brookfield Asset Management 320.00%0.01%0.01%Q1 2021Q4 20225
Portolan Capital Management 310.41%0.60%0.75%Q1 2022Q3 20235
Cerebellum GP, LLC 210.07%0.24%0.30%Q3 2018Q3 20205
Horan Securities, Inc. 210.00%0.00%0.00%Q1 2019Q4 20225
Allianz Asset Management GmbH 550.00%0.00%0.01%Q4 2018Q4 20195
New England Research & Management, Inc. 310.19%0.33%0.56%Q1 2017Q2 20194
FNY Investment Advisers, LLC 310.00%0.09%0.26%Q2 2019Q2 20214
Sandy Spring Bank 440.00%0.00%0.00%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.30%0.31%0.32%Q4 2022Q3 20234
MAVERICK CAPITAL LTD 210.00%0.01%0.03%Q1 2020Q3 20214
Signition LP 210.16%0.29%0.45%Q4 2017Q2 20194
HANCOCK WHITNEY CORP 220.02%0.04%0.07%Q3 2016Q2 20204
HRT FINANCIAL LP 210.01%0.08%0.28%Q1 2019Q3 20214
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Lombard Odier Asset Management (Europe) Ltd 440.02%0.09%0.27%Q2 2022Q1 20234
Caption Management, LLC 110.04%0.10%0.24%Q4 2018Q1 20234
Hilltop Holdings Inc. 310.04%0.08%0.10%Q1 2018Q1 20194
Parametrica Management Ltd 210.12%0.30%0.49%Q4 2016Q1 20184
Centiva Capital, LP 210.01%0.01%0.01%Q4 2021Q3 20234
Rheos Capital Works Inc. 440.33%0.75%0.99%Q4 2021Q3 20224
Red Cedar Management, LP 444.13%5.77%7.74%Q1 2019Q4 20194
Gotham Asset Management, LLC 310.02%0.06%0.12%Q2 2019Q3 20234
APOGEM CAPITAL LLC 440.19%0.34%0.54%Q4 2020Q3 20214
Corton Capital Inc. 440.17%0.19%0.22%Q4 2022Q3 20234
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
Orion Portfolio Solutions, LLC 210.00%0.00%0.00%Q4 2019Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.00%Q3 2014Q2 20154
Lenox Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
EVERENCE CAPITAL MANAGEMENT INC 220.05%0.05%0.06%Q2 2017Q2 20184
Zions Bancorporation 310.02%0.08%0.19%Q3 2017Q3 20184
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
AGF MANAGEMENT LTD 440.02%0.04%0.10%Q4 2022Q3 20234
Strategic Advisors LLC 220.12%0.23%0.33%Q1 2019Q1 20214
THOMPSON DAVIS & CO., INC. 310.00%0.02%0.05%Q1 2015Q3 20174
Concorde Asset Management, LLC 210.12%0.28%0.68%Q4 2019Q2 20214
SEVEN EIGHT CAPITAL, LP 110.08%0.15%0.23%Q1 2018Q1 20204
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Crestwood Capital Management, L.P. 440.74%2.77%4.74%Q4 2021Q3 20224
S&CO INC 210.02%0.02%0.03%Q2 2018Q4 20194
Capital Advisors, Ltd. LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.04%0.04%0.05%Q4 2020Q3 20214
Laurion Capital Management LP 110.00%0.00%0.00%Q4 2015Q3 20184
Engle Capital Management, L.P. 441.13%1.66%2.50%Q1 2017Q4 20174
YorkBridge Wealth Partners, LLC 440.00%0.00%0.00%Q3 2017Q2 20184
CLEAR STREET MARKETS LLC 210.00%0.01%0.03%Q1 2015Q2 20224
Spot Trading L.L.C 220.01%0.01%0.01%Q3 2015Q3 20164
COLUMBIA WANGER ASSET MANAGEMENT LLC 440.12%0.15%0.20%Q1 2017Q4 20174
Alberta Investment Management Corp 310.01%0.03%0.04%Q3 2017Q3 20234
Hutchin Hill Capital, LP 440.01%0.04%0.06%Q1 2017Q4 20174
AGF Investments LLC 310.02%0.09%0.16%Q4 2018Q3 20224
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HBK INVESTMENTS L P 110.00%0.01%0.01%Q3 2015Q1 20194
Redwood Investments, LLC 310.71%1.04%1.67%Q2 2018Q3 20234
United Asset Strategies, Inc. 310.07%0.09%0.13%Q2 2017Q3 20184
ARBOR CAPITAL MANAGEMENT LLC 440.64%0.86%1.27%Q3 2015Q2 20164
Invictus RG 310.09%0.31%0.60%Q2 2017Q3 20184
NORDEA INVESTMENT MANAGEMENT AB 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Advisory Group Advisory Services, LLC 310.01%0.06%0.14%Q2 2019Q2 20204
DUPONT CAPITAL MANAGEMENT CORP 210.00%0.01%0.01%Q4 2018Q2 20204
Center for Financial Planning, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q2 2021Q1 20224
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q2 20194
Thematics Asset Management 440.25%0.28%0.30%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Magnetar Financial LLC 210.00%0.01%0.01%Q1 2021Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
DUNCKER STREETT & CO INC 220.01%0.01%0.01%Q4 2017Q1 20194
ALBION FINANCIAL GROUP /UT 440.06%0.07%0.07%Q1 2017Q4 20174
Hillsdale Investment Management Inc. 440.00%0.03%0.06%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Convergence Investment Partners, LLC 330.05%0.17%0.39%Q1 2019Q3 20193
Wakefield Asset Management LLLP 330.00%0.09%0.15%Q3 2018Q1 20193
Firestone Capital Management 330.00%0.00%0.00%Q4 2019Q2 20203
Ergoteles LLC 330.01%0.01%0.02%Q2 2021Q4 20213
BlackRock Japan Co. Ltd 210.00%0.00%0.00%Q3 2014Q2 20153
OCCUDO QUANTITATIVE STRATEGIES LP 330.07%0.10%0.13%Q2 2021Q4 20213
ELEMENT CAPITAL MANAGEMENT LLC 210.01%0.14%0.23%Q1 2019Q3 20233
Pallas Capital Advisors LLC 330.06%0.07%0.08%Q1 2021Q3 20213
Quantamental Technologies LLC 330.00%0.03%0.07%Q4 2018Q2 20193
Sterling Capital Management LLC 330.01%0.01%0.01%Q4 2016Q2 20173
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Beacon Pointe Advisors, LLC 110.00%0.00%0.01%Q1 2022Q3 20233
Bluefin Trading, LLC 110.04%0.17%0.41%Q4 2018Q2 20193
Geneva Partners, LLC 330.50%0.57%0.72%Q1 2018Q3 20183
Sageworth Trust Co of South Dakota 330.00%0.01%0.01%Q4 2021Q2 20223
Sio Capital Management, LLC 210.52%1.11%1.52%Q1 2020Q3 20213
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Champlain Investment Partners, LLC 330.08%0.20%0.27%Q1 2018Q3 20183
Rosenbaum Jay D. 110.32%0.38%0.46%Q1 2022Q3 20233
NATIXIS 110.00%0.00%0.00%Q1 2017Q4 20203
BARDIN HILL MANAGEMENT PARTNERS LP 330.09%0.17%0.23%Q3 2014Q1 20153
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Hennion & Walsh Asset Management, Inc. 330.01%0.02%0.03%Q1 2021Q3 20213
WALL STREET ASSOCIATES 330.19%0.21%0.23%Q2 2015Q4 20153
Iron Triangle Partners LP 333.86%4.31%5.17%Q1 2022Q3 20223
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Total Clarity Wealth Management, Inc. 330.29%0.34%0.44%Q4 2019Q2 20203
Veritable, L.P. 210.00%0.00%0.00%Q3 2021Q2 20223
Assenagon Asset Management S.A. 110.00%0.03%0.07%Q3 2019Q1 20233
SENTRY INVESTMENT MANAGEMENT LLC 330.01%0.03%0.04%Q1 2015Q3 20153
DE BURLO GROUP INC 330.18%1.19%1.72%Q2 2018Q4 20183
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2021Q2 20223
Spouting Rock Asset Management, LLC 210.26%0.27%0.27%Q4 2019Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.01%0.04%Q1 2019Q3 20193
TWINBEECH CAPITAL LP 110.03%0.17%0.34%Q4 2019Q2 20223
Virtus Fund Advisers, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
LAZARD ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2021Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q2 20203
EP Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
ETF MANAGERS GROUP, LLC 210.01%0.03%0.05%Q3 2018Q2 20223
FALCON POINT CAPITAL, LLC 330.76%0.85%1.03%Q3 2019Q1 20203
Axiom Investment Management LLC 330.50%0.54%0.59%Q4 2018Q2 20193
Bridgefront Capital, LLC 210.10%0.13%0.18%Q1 2021Q3 20233
ING GROEP NV 330.01%0.01%0.01%Q4 2018Q2 20193
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q2 2021Q3 20223
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q3 2019Q1 20203
Jefferies Group LLC 110.00%0.00%0.00%Q4 2016Q2 20193
Dorsal Capital Management, LP 331.81%3.20%4.03%Q2 2020Q4 20203
Banque Cantonale Vaudoise 330.00%0.00%0.00%Q1 2020Q3 20203
Starfire Investment Advisers, Inc. 330.12%0.13%0.14%Q4 2018Q2 20193
SEGALL BRYANT & HAMILL, LLC 330.02%0.02%0.02%Q2 2018Q4 20183
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
WESTPORT RESOURCES MANAGEMENT INC 330.00%0.00%0.00%Q3 2014Q1 20153
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
CAXTON ASSOCIATES LP 210.02%0.03%0.06%Q2 2018Q4 20213
Rafferty Asset Management, LLC 210.02%0.02%0.03%Q4 2016Q3 20173
Covington Capital Management 330.05%0.06%0.06%Q1 2022Q3 20223
OSTRUM ASSET MANAGEMENT 330.01%0.01%0.01%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Freedom Investment Management, Inc. 210.02%0.03%0.03%Q2 2018Q1 20193
SANDERS MORRIS HARRIS LLC 330.90%0.98%1.05%Q3 2017Q1 20183
Magnus Financial Group LLC 110.02%0.03%0.04%Q2 2019Q2 20203
OFI Advisors LLC 220.00%0.01%0.02%Q2 2015Q3 20152
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q1 2020Q2 20202
Delphia (USA) Inc. 220.31%0.33%0.36%Q1 2023Q2 20232
MCKINLEY CAPITAL MANAGEMENT LLC 110.13%0.24%0.35%Q1 2016Q3 20232
Airain ltd 220.02%0.03%0.04%Q2 2015Q3 20152
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20182
Gideon Capital Advisors, Inc. 110.15%0.16%0.18%Q1 2018Q1 20192
Copper Rock Capital Partners, LLC 221.36%1.45%1.54%Q3 2019Q4 20192
WELD CAPITAL MANAGEMENT LLC 110.28%0.32%0.35%Q4 2019Q2 20212
Jump Financial, LLC 110.06%0.07%0.08%Q4 2021Q4 20222
Fortis Capital Advisors, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.03%Q1 2018Q2 20182
Teza Capital Management LLC 110.06%0.08%0.10%Q4 2022Q3 20232
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pinz Capital Management, LP 110.02%0.16%0.30%Q4 2019Q1 20212
C M BIDWELL & ASSOCIATES LTD 220.04%0.05%0.05%Q4 2022Q1 20232
West Tower Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kula Investments, LLC 220.13%0.16%0.19%Q4 2022Q1 20232
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q1 2019Q2 20192
Y-Intercept (Hong Kong) Ltd 110.04%0.06%0.09%Q4 2022Q2 20232
Modera Wealth Management, LLC 220.08%0.08%0.08%Q1 2015Q2 20152
Bowling Portfolio Management LLC 220.07%0.08%0.08%Q4 2018Q1 20192
Legacy Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
DIKER MANAGEMENT LLC 220.51%1.00%1.49%Q4 2018Q1 20192
PointState Capital LP 220.18%0.19%0.20%Q4 2016Q1 20172
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.06%0.08%Q4 2015Q2 20182
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
Acrospire Investment Management LLC 220.03%0.04%0.06%Q1 2017Q2 20172
Intrinsic Edge Capital Management LLC 110.19%0.57%0.96%Q2 2021Q2 20222
TORONTO DOMINION BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Crestline Management, LP 110.06%0.14%0.21%Q3 2016Q3 20172
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Harbour Capital Advisors, LLC 110.10%0.12%0.13%Q3 2018Q3 20192
CIM, LLC 110.07%0.12%0.17%Q2 2017Q2 20182
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Capital Impact Advisors, LLC 220.64%0.68%0.72%Q3 2017Q4 20172
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q4 20212
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q3 2015Q1 20192
Sendero Wealth Management, LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Headlands Technologies LLC 220.02%0.02%0.03%Q2 2023Q3 20232
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ALTFEST L J & CO INC 220.06%0.07%0.09%Q2 2019Q3 20192
RAINIER INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2014Q2 20152
One Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2019Q4 20222
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q3 2018Q1 20192
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Quantinno Capital Management LP 220.18%0.18%0.18%Q1 2019Q2 20192
Econ Financial Services Corp 110.06%0.16%0.26%Q4 2021Q3 20232
Philadelphia Financial Management of San Francisco, LLC 221.79%2.48%3.16%Q1 2022Q2 20222
Prospera Financial Services Inc 110.00%0.04%0.08%Q3 2020Q2 20222
Folger Hill Asset Management LP 220.16%0.21%0.26%Q4 2017Q1 20182
Premier Fund Managers Ltd 110.04%0.08%0.12%Q2 2020Q3 20232
CenterBook Partners LP 220.07%0.07%0.07%Q4 2022Q1 20232
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.14%0.16%0.18%Q3 2018Q4 20182
Olympiad Research LP 220.26%0.29%0.32%Q2 2023Q3 20232
AMP Capital Investors Ltd 110.00%0.00%0.00%Q1 2016Q3 20162
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q4 2017Q4 20192
CORNERCAP INVESTMENT COUNSEL INC 220.10%0.11%0.12%Q2 2023Q3 20232
Blueshift Asset Management, LLC 110.06%0.07%0.07%Q1 2021Q4 20212
Partners Group Holding AG 220.02%0.03%0.04%Q3 2021Q4 20212
Graticule Asia Macro Advisors LLC 220.05%0.05%0.05%Q1 2017Q2 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Weaver Consulting Group 220.02%0.02%0.02%Q2 2020Q3 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q2 20222
M&G INVESTMENT MANAGEMENT LTD 220.01%0.01%0.01%Q2 2021Q3 20212
Taylor Wealth Management Partners 220.08%0.09%0.10%Q2 2021Q3 20212
AIGEN INVESTMENT MANAGEMENT, LP 110.01%0.02%0.04%Q4 2019Q4 20212
Asset Dedication, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
BNP Paribas Asset Management Holding S.A. 220.00%0.00%0.01%Q4 2018Q1 20192
Independent Portfolio Consultants, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
Financial Architects, Inc 110.00%0.00%0.00%Q1 2018Q1 20192
Aquatic Capital Management LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Otter Creek Advisors, LLC 220.48%0.55%0.62%Q2 2018Q3 20182
Robeco Institutional Asset Management B.V. 110.00%0.00%0.01%Q4 2017Q4 20182
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Concord Wealth Partners 220.00%0.00%0.00%Q4 2021Q1 20222
RATIONAL ADVISORS LLC 220.23%0.24%0.25%Q3 2019Q4 20192
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q1 2022Q3 20232
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Lunt Capital Management, Inc. 220.60%0.64%0.68%Q2 2023Q3 20232
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q1 20192
Tibra Equities Europe Ltd 110.11%0.56%1.00%Q3 2018Q1 20192
SYQUANT CAPITAL SAS 222.20%7.13%12.06%Q1 2021Q2 20212
Quarry LP 110.01%0.02%0.02%Q4 2022Q2 20232
TCW GROUP INC 220.00%0.00%0.01%Q1 2016Q2 20162
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2018Q2 20182
BLUESTEIN R H & CO LLC 220.01%0.02%0.02%Q2 2018Q3 20182
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.01%0.02%Q2 2017Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lombard Odier Asset Management (USA) Corp 220.26%0.47%0.68%Q4 2016Q1 20172
Monashee Investment Management LLC 111.05%3.07%5.10%Q3 2015Q1 20212
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q2 20232
BTC Capital Management, Inc. 220.03%0.04%0.04%Q2 2023Q3 20232
Visium Asset Management, LP 110.00%0.00%0.00%Q2 2015Q2 20151
FORT, L.P. 110.01%0.01%0.01%Q2 2019Q2 20191
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q4 2019Q4 20191
Gleason Group, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
AVIVA PLC 110.01%0.01%0.01%Q4 2019Q4 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
WealthShield Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Polar Capital LLP 110.00%0.00%0.00%Q1 2020Q1 20201
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
1 NORTH WEALTH SERVICES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BRINKER CAPITAL INC 110.01%0.01%0.01%Q2 2020Q2 20201
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Portside Wealth Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
IRONBRIDGE CAPITAL MANAGEMENT LP 110.18%0.18%0.18%Q1 2017Q1 20171
DORCHESTER WEALTH MANAGEMENT Co 110.17%0.17%0.17%Q3 2016Q3 20161
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q3 2023Q3 20231
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
NEXPOINT ASSET MANAGEMENT, L.P. 110.05%0.05%0.05%Q4 2021Q4 20211
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2018Q4 20181
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Burt Wealth Advisors 110.01%0.01%0.01%Q4 2015Q4 20151
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2018Q3 20181
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
BerganKDV Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Jupiter Investment Management Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
Advisors Preferred, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2019Q2 20191
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CAAS CAPITAL MANAGEMENT LP 110.22%0.22%0.22%Q1 2021Q1 20211
Pentwater Capital Management LP 110.01%0.01%0.01%Q3 2020Q3 20201
Quantitative Investment Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.02%0.02%Q3 2016Q3 20161
GAM Holding AG 110.01%0.01%0.01%Q3 2018Q3 20181
Regal Investment Advisors LLC 110.05%0.05%0.05%Q4 2019Q4 20191
FORMULA GROWTH LTD 110.18%0.18%0.18%Q1 2016Q1 20161
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Honeycomb Asset Management LP 112.55%2.55%2.55%Q4 2022Q4 20221
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
1st Global Advisors, Inc. 110.02%0.02%0.02%Q2 2017Q2 20171
Cutter & CO Brokerage, Inc. 110.17%0.17%0.17%Q3 2019Q3 20191
Eaton Financial Holdings Company, LLC 110.80%0.80%0.80%Q3 2023Q3 20231
Unigestion Holding SA 110.01%0.01%0.01%Q3 2018Q3 20181
GM Advisory Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Rock Creek Group, LP 110.06%0.06%0.06%Q4 2021Q4 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Segantii Capital Management Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
OPPENHEIMER & CO INC 110.02%0.02%0.02%Q4 2018Q4 20181
Alpha DNA Investment Management LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.64%0.64%0.64%Q3 2018Q3 20181
Choate Investment Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
Amica Retiree Medical Trust 110.31%0.31%0.31%Q3 2023Q3 20231
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Mach-1 Financial Group, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.16%0.16%0.16%Q4 2019Q4 20191
Milestone Advisory Partners 110.12%0.12%0.12%Q2 2021Q2 20211
361 CAPITAL LLC 110.35%0.35%0.35%Q1 2018Q1 20181
MAZAMA CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2014Q3 20141
INCEPTIONR LLC 110.26%0.26%0.26%Q4 2022Q4 20221
SUN LIFE FINANCIAL INC 110.06%0.06%0.06%Q3 2019Q3 20191
Julex Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.01%0.01%0.01%Q2 2019Q2 20191
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
COOKSON PEIRCE & CO INC 110.04%0.04%0.04%Q4 2018Q4 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2018Q2 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2020Q4 20201
Consolidated Investment Group LLC 110.27%0.27%0.27%Q4 2021Q4 20211
GREAT LAKES ADVISORS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Versor Investments LP 110.03%0.03%0.03%Q4 2022Q4 20221
Geneva Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Cordatus Wealth Management LLC 110.70%0.70%0.70%Q2 2022Q2 20221
Alambic Investment Management, L.P. 110.66%0.66%0.66%Q3 2018Q3 20181
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Madison Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Spark Investment Management LLC 110.11%0.11%0.11%Q2 2019Q2 20191
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Carroll Investors, Inc 110.01%0.01%0.01%Q4 2021Q4 20211
PINNACLE FINANCIAL PARTNERS INC 110.02%0.02%0.02%Q2 2019Q2 20191
Stevard, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SG Capital Management LLC 112.03%2.03%2.03%Q2 2021Q2 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Jump Trading, LLC 110.15%0.15%0.15%Q1 2019Q1 20191
Aristides Capital LLC 110.14%0.14%0.14%Q4 2021Q4 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Point72 Middle East FZE 110.01%0.01%0.01%Q4 2022Q4 20221
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DIXON HUBARD FEINOUR & BROWN INC/VA 111.46%1.46%1.46%Q3 2017Q3 20171
OAKBROOK INVESTMENTS LLC 110.08%0.08%0.08%Q4 2019Q4 20191
FARALLON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GAM SYSTEMATIC LLP 110.02%0.02%0.02%Q4 2015Q4 20151
Assured Investment Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
ASSOCIATED BANC-CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2015Q2 20151
AHL Partners LLP 110.02%0.02%0.02%Q4 2017Q4 20171
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Summit Global Investments 110.10%0.10%0.10%Q1 2018Q1 20181
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JUPITER ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q3 2022Q3 20221
AMICA MUTUAL INSURANCE CO 110.24%0.24%0.24%Q3 2023Q3 20231
LMCG INVESTMENTS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q2 2022Q2 20221
AtonRa Partners 110.34%0.34%0.34%Q4 2020Q4 20201
Ada Investment Management, LP 110.17%0.17%0.17%Q3 2015Q3 20151
ARROWGRASS CAPITAL PARTNERS (US) LP 110.12%0.12%0.12%Q3 2015Q3 20151
Operose Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Freshford Capital Management, LLC 111.53%1.53%1.53%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2019Q3 20191
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q2 2023Q2 20231
Capital World Investors 110.00%0.00%0.00%Q1 2017Q1 20171
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
PA Capital LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Clearstead Trust, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Tidal Investments LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Athanor Capital, LP 110.01%0.01%0.01%Q4 2020Q4 20201
EverPoint Asset Management, LLC 110.06%0.06%0.06%Q2 2016Q2 20161
TIG Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Essex Savings Bank 110.00%0.00%0.00%Q2 2019Q2 20191
BFSG, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2017Q2 20171
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SYMMETRY PEAK MANAGEMENT LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Human Investing LLC 110.03%0.03%0.03%Q4 2018Q4 20181
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.00%0.00%Q4 2018Q4 20181
Private Advisory Group LLC 110.23%0.23%0.23%Q3 2018Q3 20181
Lee Financial Co 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Legato Capital Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
TFS CAPITAL LLC 110.07%0.07%0.07%Q1 2015Q1 20151
Castleview Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Hudock, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
CHICAGO EQUITY PARTNERS LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
MCF Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Financial Enhancement Group LLC 111.51%1.51%1.51%Q2 2017Q2 20171
Peregrine Asset Advisers, Inc. 1156.27%56.27%56.27%Q4 2019Q4 20191
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.05%0.05%0.05%Q2 2018Q2 20181
HIGHLAND CAPITAL MANAGEMENT LP 110.07%0.07%0.07%Q3 2017Q3 20171
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
External links

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