Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 36 | 36 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 89 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 86 |
D. E. Shaw & Co., Inc. | 27 | 3 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 71 |
WOLVERINE TRADING, LLC | 12 | 3 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 67 |
Walleye Trading LLC | 23 | 1 | 0.00% | 0.04% | 0.17% | Q4 2015 | Q3 2023 | 64 |
TWO SIGMA INVESTMENTS, LP | 30 | 1 | 0.00% | 0.06% | 0.35% | Q4 2014 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.23% | Q3 2018 | Q3 2023 | 59 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 53 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.01% | 0.12% | Q4 2014 | Q3 2023 | 48 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 48 |
Cutler Group LLC / CA | 17 | 1 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q2 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 44 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 43 |
MILLENNIUM MANAGEMENT LLC | 30 | 3 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 40 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 4 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
AMERICAN INTERNATIONAL GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 36 | 36 | 0.01% | 0.17% | 0.69% | Q4 2014 | Q3 2023 | 36 |
GILDER GAGNON HOWE & CO LLC | 36 | 36 | 0.49% | 1.47% | 2.04% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 36 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.01% | 0.10% | 0.31% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.00% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
ALLIANCEBERNSTEIN L.P. | 35 | 35 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 34 | 34 | 0.00% | 0.08% | 0.35% | Q2 2015 | Q3 2023 | 34 |
VOYA INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.00% | 0.06% | 0.32% | Q2 2015 | Q3 2023 | 34 |
Swiss National Bank | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
FRED ALGER MANAGEMENT, LLC | 34 | 34 | 0.02% | 0.13% | 0.33% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
WASATCH ADVISORS LP | 34 | 34 | 0.15% | 0.70% | 2.06% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 34 | 34 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 34 |
UBS ASSET MANAGEMENT AMERICAS INC | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 2 | 0.00% | 0.08% | 0.29% | Q4 2014 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.05% | 0.31% | Q4 2016 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 33 |
AXA S.A. | 33 | 33 | 0.01% | 0.07% | 0.19% | Q3 2015 | Q3 2023 | 33 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 29 | 1 | 0.00% | 0.12% | 0.28% | Q4 2014 | Q3 2023 | 32 |
Artisan Partners Limited Partnership | 31 | 31 | 0.02% | 0.61% | 1.64% | Q1 2016 | Q3 2023 | 31 |
Invesco Ltd. | 29 | 1 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 31 |
PRIMECAP MANAGEMENT CO/CA/ | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 29 | 2 | 0.00% | 0.06% | 0.25% | Q3 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.01% | 0.14% | Q1 2015 | Q3 2023 | 31 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 31 | 31 | 0.09% | 1.36% | 4.47% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
JENNISON ASSOCIATES LLC | 30 | 30 | 0.01% | 0.16% | 0.74% | Q2 2016 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 30 | 30 | 0.00% | 0.20% | 0.51% | Q2 2016 | Q3 2023 | 30 |
PRUDENTIAL FINANCIAL INC | 27 | 3 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 30 |
NORGES BANK | 30 | 30 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2022 | 30 |
Granahan Investment Management | 24 | 5 | 0.05% | 0.75% | 2.20% | Q2 2015 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 29 |
GW&K Investment Management, LLC | 29 | 29 | 0.00% | 0.78% | 1.37% | Q3 2016 | Q3 2023 | 29 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
STRS OHIO | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
PRINCIPAL FINANCIAL GROUP INC | 27 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 29 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 28 |
PIER 88 INVESTMENT PARTNERS LLC | 28 | 28 | 0.04% | 0.26% | 0.72% | Q4 2016 | Q3 2023 | 28 |
JUNCTURE WEALTH STRATEGIES, LLC | 28 | 28 | 0.12% | 0.43% | 0.93% | Q1 2017 | Q4 2023 | 28 |
Harbour Capital Advisors, LLC | 28 | 28 | 0.13% | 1.01% | 2.49% | Q1 2017 | Q4 2023 | 28 |
Allianz Asset Management GmbH | 25 | 3 | 0.00% | 0.04% | 0.24% | Q2 2016 | Q3 2023 | 28 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 28 |
AQR Capital Management | 13 | 4 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 27 |
Lisanti Capital Growth, LLC | 10 | 8 | 0.27% | 0.85% | 1.64% | Q4 2014 | Q1 2022 | 27 |
QUADRANT CAPITAL GROUP LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LORD, ABBETT & CO. LLC | 18 | 3 | 0.04% | 0.21% | 0.59% | Q4 2015 | Q3 2023 | 27 |
HSBC HOLDINGS PLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
AMALGAMATED BANK | 27 | 27 | 0.01% | 0.03% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.07% | 0.34% | Q4 2019 | Q3 2023 | 27 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2022 | 27 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 14 | 1 | 0.00% | 0.07% | 0.40% | Q1 2015 | Q2 2023 | 26 |
US BANCORP \DE\ | 21 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 2 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
FEDERATED HERMES, INC. | 14 | 2 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 26 | 26 | 0.00% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Paloma Partners Management Co | 5 | 2 | 0.00% | 0.04% | 0.26% | Q1 2016 | Q3 2023 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Neuberger Berman Group LLC | 26 | 26 | 0.00% | 0.09% | 0.31% | Q2 2017 | Q3 2023 | 26 |
ASSETMARK, INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Eventide Asset Management | 26 | 26 | 0.85% | 1.52% | 2.12% | Q2 2017 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 25 |
SIT INVESTMENT ASSOCIATES INC | 25 | 25 | 0.02% | 0.12% | 0.25% | Q3 2017 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 2 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 3 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 25 |
Redwood Investments, LLC | 25 | 25 | 0.02% | 0.37% | 1.44% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 25 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 25 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 4 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 25 |
PDT Partners, LLC | 17 | 1 | 0.01% | 0.26% | 0.67% | Q1 2015 | Q3 2023 | 25 |
ADIRONDACK TRUST CO | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Ameritas Investment Partners, Inc. | 15 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
CANADA PENSION PLAN INVESTMENT BOARD | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
MACQUARIE GROUP LTD | 18 | 6 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 24 |
WADDELL & REED FINANCIAL INC | 24 | 24 | 0.01% | 0.08% | 0.15% | Q2 2015 | Q1 2021 | 24 |
BAILARD, INC. | 24 | 24 | 0.04% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 5 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 24 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
LPL Financial LLC | 22 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Trexquant Investment LP | 10 | 1 | 0.03% | 0.19% | 0.42% | Q1 2016 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 23 |
ProShare Advisors LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 23 |
Man Group plc | 15 | 6 | 0.00% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 23 |
Engineers Gate Manager LP | 15 | 8 | 0.02% | 0.20% | 0.70% | Q4 2017 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
SCGE MANAGEMENT, L.P. | 23 | 23 | 4.11% | 7.42% | 11.14% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.03% | 0.34% | Q3 2015 | Q3 2023 | 22 |
Quadrature Capital Ltd | 9 | 1 | 0.03% | 0.29% | 1.10% | Q2 2016 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
State of New Jersey Common Pension Fund D | 17 | 5 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20 | 2 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 22 |
Virtu Financial LLC | 10 | 3 | 0.01% | 0.13% | 0.35% | Q3 2017 | Q3 2023 | 22 |
WELCH & FORBES LLC | 14 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 14 | 3 | 0.00% | 0.04% | 0.20% | Q1 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
Renaissance Technologies | 11 | 1 | 0.01% | 0.05% | 0.20% | Q2 2015 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 13 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Nuveen Asset Management, LLC | 18 | 3 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 21 |
Legacy Advisors, LLC | 14 | 3 | 0.07% | 0.18% | 0.37% | Q1 2018 | Q3 2023 | 21 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 18 | 3 | 0.00% | 0.31% | 0.97% | Q2 2017 | Q3 2023 | 21 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 9 | 0.01% | 0.11% | 0.23% | Q1 2016 | Q2 2023 | 21 |
Walleye Capital LLC | 5 | 3 | 0.00% | 0.04% | 0.31% | Q3 2019 | Q3 2023 | 21 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WADE G W & INC | 15 | 5 | 0.02% | 0.06% | 0.19% | Q2 2015 | Q3 2023 | 20 |
Fisher Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
NOMURA HOLDINGS INC | 13 | 3 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 20 |
ARK Investment Management | 14 | 3 | 0.00% | 0.22% | 0.55% | Q4 2016 | Q2 2022 | 20 |
BESSEMER GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
CIBC Asset Management Inc | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Polar Capital LLP | 20 | 20 | 0.19% | 0.40% | 0.71% | Q4 2015 | Q3 2020 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 20 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
ExodusPoint Capital Management, LP | 17 | 17 | 0.01% | 0.12% | 0.43% | Q1 2019 | Q1 2023 | 19 |
Penserra Capital Management LLC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 19 |
Slow Capital, Inc. | 19 | 19 | 0.16% | 0.47% | 0.73% | Q1 2019 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 12 | 7 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
NISA INVESTMENT ADVISORS, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Utah Retirement Systems | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
BROWN BROTHERS HARRIMAN & CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.05% | 0.22% | Q1 2016 | Q2 2023 | 18 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2022 | 18 |
Truvestments Capital LLC | 12 | 1 | 0.01% | 0.13% | 0.32% | Q3 2018 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.07% | 0.22% | Q4 2015 | Q2 2023 | 18 |
Natixis Investment Managers International | 12 | 6 | 0.00% | 0.04% | 0.14% | Q2 2017 | Q3 2023 | 18 |
Addison Capital Co | 18 | 18 | 0.23% | 0.76% | 1.46% | Q2 2019 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 2 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q4 2022 | 18 |
TEACHERS ADVISORS, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2019 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 14 | 1 | 0.00% | 0.07% | 0.29% | Q3 2015 | Q4 2021 | 18 |
Asset Management One Co., Ltd. | 18 | 18 | 0.00% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
LOOMIS SAYLES & CO L P | 13 | 1 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 2 | 0.00% | 0.04% | 0.27% | Q4 2017 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Nicholas Investment Partners, LP | 9 | 2 | 0.03% | 0.19% | 0.53% | Q1 2016 | Q3 2023 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2021 | 18 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2019 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 17 | 17 | 0.24% | 0.76% | 1.14% | Q3 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 17 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.07% | 0.20% | Q1 2018 | Q1 2023 | 17 |
NATIXIS | 7 | 1 | 0.00% | 0.03% | 0.18% | Q3 2017 | Q2 2023 | 17 |
PROFUND ADVISORS LLC | 15 | 2 | 0.01% | 0.11% | 0.17% | Q1 2017 | Q4 2021 | 17 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q1 2023 | 17 |
Janney Montgomery Scott LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 17 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 17 |
Quantinno Capital Management LP | 15 | 2 | 0.04% | 0.30% | 0.77% | Q1 2019 | Q3 2023 | 17 |
Potrero Capital Research LLC | 14 | 3 | 0.44% | 1.23% | 2.20% | Q4 2016 | Q4 2021 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 3 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 17 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.15% | 0.42% | Q3 2017 | Q3 2023 | 17 |
OppenheimerFunds, Inc. | 17 | 17 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q1 2019 | 17 |
COMERICA BANK | 16 | 1 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 17 |
WESTPAC BANKING CORP | 12 | 1 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 17 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2018 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 2 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 14 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 13 | 3 | 0.00% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Creative Planning | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
Karani Asset Management LLC | 16 | 16 | 5.35% | 6.88% | 8.97% | Q4 2019 | Q3 2023 | 16 |
RPg Family Wealth Advisory, LLC | 12 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 16 |
Aspire Private Capital, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Capital World Investors | 14 | 2 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q1 2023 | 16 |
Candriam S.C.A. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Ridgewood Investments LLC | 16 | 16 | 0.16% | 0.48% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
CI INVESTMENTS INC. | 9 | 7 | 0.00% | 0.01% | 0.12% | Q3 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON GROUP PLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.36% | 0.54% | 0.81% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q2 2023 | 16 |
Harvest Fund Management Co., Ltd | 8 | 3 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.00% | 0.06% | 0.31% | Q4 2019 | Q3 2023 | 16 |
NORRIS PERNE & FRENCH LLP/MI | 11 | 5 | 0.03% | 1.04% | 1.94% | Q3 2017 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.33% | 0.61% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Matrix VIII US Management Co. LLC | 8 | 7 | 0.41% | 56.46% | 100.00% | Q4 2014 | Q3 2020 | 15 |
PineBridge Investments, L.P. | 15 | 15 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ADVISORY RESEARCH INC | 13 | 2 | 0.01% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 15 |
Capital Impact Advisors, LLC | 13 | 2 | 0.32% | 0.79% | 1.38% | Q1 2017 | Q3 2021 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
INVERNESS COUNSEL LLC /NY/ | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2021 | 15 |
Point72 Hong Kong Ltd | 9 | 1 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2022 | 15 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
TenCore Partners, LP | 15 | 15 | 1.48% | 4.80% | 8.96% | Q1 2020 | Q3 2023 | 15 |
TimesSquare Capital Management, LLC | 15 | 15 | 0.09% | 0.70% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.27% | 0.87% | Q3 2016 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 7 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Arizona State Retirement System | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q2 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 3 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
DIKER MANAGEMENT LLC | 8 | 1 | 0.35% | 3.74% | 8.56% | Q4 2016 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 1 | 0.03% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 14 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q2 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 14 |
Insight Wealth Strategies, LLC | 14 | 14 | 0.15% | 0.30% | 0.45% | Q2 2019 | Q3 2022 | 14 |
Advantage Alpha Capital Partners LP | 12 | 2 | 0.54% | 1.30% | 2.49% | Q4 2019 | Q3 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.21% | 0.61% | Q2 2017 | Q4 2021 | 14 |
MetLife Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 14 |
North Peak Capital Management, LLC | 6 | 1 | 2.10% | 14.11% | 25.46% | Q4 2018 | Q1 2023 | 14 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2022 | 14 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SOLARIS ASSET MANAGEMENT LLC | 14 | 14 | 0.02% | 0.13% | 0.26% | Q4 2014 | Q1 2018 | 14 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 14 | 14 | 0.18% | 0.62% | 1.63% | Q3 2015 | Q4 2018 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.10% | 0.35% | Q2 2016 | Q3 2023 | 14 |
Kovack Advisors, Inc. | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Echo Street Capital Management LLC | 12 | 1 | 0.00% | 0.19% | 0.84% | Q4 2019 | Q3 2023 | 14 |
A.R.T. Advisors, LLC | 6 | 4 | 0.01% | 0.11% | 0.38% | Q1 2015 | Q4 2019 | 14 |
BNP Paribas Asset Management Holding S.A. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 13 | 13 | 0.06% | 0.25% | 0.44% | Q1 2019 | Q1 2022 | 13 |
Atria Investments, Inc | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 3 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 13 |
Whale Rock Capital Management | 10 | 1 | 1.48% | 3.40% | 5.85% | Q1 2016 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CKW FINANCIAL GROUP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.04% | 0.16% | 0.31% | Q3 2020 | Q3 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.06% | 0.20% | Q1 2018 | Q3 2023 | 13 |
Independent Advisor Alliance | 10 | 3 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 13 |
QS Investors, LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2021 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 1 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2022 | 13 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 13 |
Spouting Rock Asset Management, LLC | 7 | 6 | 0.76% | 1.37% | 2.05% | Q4 2019 | Q3 2023 | 13 |
Assenagon Asset Management S.A. | 11 | 1 | 0.02% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 13 |
Aperio Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
APG Asset Management N.V. | 12 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 13 |
Blume Capital Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
State of Alaska, Department of Revenue | 13 | 13 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 12 | 1 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Blueshift Asset Management, LLC | 6 | 1 | 0.06% | 0.55% | 1.56% | Q1 2019 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.20% | 0.29% | 0.45% | Q3 2020 | Q3 2023 | 13 |
BRANDYWINE MANAGERS, LLC | 13 | 13 | 0.06% | 0.41% | 0.64% | Q4 2016 | Q4 2019 | 13 |
Daiwa Securities Group Inc. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cinctive Capital Management LP | 6 | 1 | 0.03% | 0.36% | 0.86% | Q2 2020 | Q3 2023 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 11 | 1 | 0.00% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 12 |
1832 Asset Management L.P. | 5 | 2 | 0.00% | 0.17% | 0.33% | Q4 2017 | Q3 2023 | 12 |
Korea Investment CORP | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 4 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Evolutionary Tree Capital Management, LLC | 12 | 12 | 5.01% | 7.18% | 7.96% | Q4 2020 | Q3 2023 | 12 |
Skandinaviska Enskilda Banken AB (publ) | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AJ WEALTH STRATEGIES, LLC | 12 | 12 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q2 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Dai-ichi Life Insurance Company, Ltd | 12 | 12 | 0.00% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
National Pension Service | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.60% | 0.90% | 1.19% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.10% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Grandeur Peak Global Advisors, LLC | 11 | 1 | 0.03% | 0.45% | 1.00% | Q2 2020 | Q3 2023 | 12 |
IFM Investors Pty Ltd | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.05% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 12 |
Altman Advisors, Inc. | 11 | 1 | 0.45% | 0.78% | 1.88% | Q3 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
AVIVA PLC | 12 | 12 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
NEXT CENTURY GROWTH INVESTORS LLC | 12 | 12 | 0.47% | 0.71% | 1.21% | Q2 2015 | Q1 2018 | 12 |
abrdn plc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12 | 12 | 0.13% | 0.38% | 1.38% | Q4 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 5 | 2 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q3 2022 | 12 |
Achmea Investment Management B.V. | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.08% | 0.29% | Q2 2020 | Q3 2023 | 12 |
Maytus Capital Management, LLC | 9 | 3 | 1.31% | 2.80% | 4.70% | Q3 2020 | Q3 2023 | 12 |
Nationwide Fund Advisors | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2017 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 2 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MAVERICK CAPITAL LTD | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Capital Research Global Investors | 7 | 2 | 0.00% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Weiss Multi-Strategy Advisers LLC | 12 | 12 | 0.05% | 0.19% | 0.52% | Q3 2020 | Q2 2023 | 12 |
Robeco Institutional Asset Management B.V. | 12 | 12 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Guinness Atkinson Asset Management Inc | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 10 | 2 | 0.00% | 0.05% | 0.32% | Q4 2019 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Veritable, L.P. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 4 | 2 | 0.02% | 0.27% | 1.22% | Q2 2016 | Q2 2023 | 11 |
BERKSHIRE CAPITAL HOLDINGS INC | 11 | 11 | 2.02% | 4.10% | 5.97% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
TURNER INVESTMENTS LLC | 11 | 11 | 0.20% | 0.83% | 2.07% | Q1 2015 | Q3 2017 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.08% | 0.25% | Q3 2016 | Q2 2023 | 11 |
CAMBRIDGE TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 11 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 11 | 11 | 0.03% | 0.09% | 0.14% | Q4 2019 | Q2 2022 | 11 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2019 | Q2 2023 | 11 |
Cerity Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BAMCO INC /NY/ | 11 | 11 | 0.02% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
SQN Investors LP | 11 | 11 | 4.86% | 7.31% | 9.59% | Q1 2021 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 8 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 11 |
Avestar Capital, LLC | 9 | 2 | 0.03% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
First Growth Investment Manager LP | 11 | 11 | 0.28% | 1.43% | 4.65% | Q4 2020 | Q2 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CULLEN/FROST BANKERS, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Ethic Inc. | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Tidal Investments LLC | 6 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.12% | 0.30% | 0.59% | Q4 2016 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL PLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Hitchwood Capital Management LP | 8 | 1 | 0.19% | 1.89% | 3.90% | Q1 2017 | Q4 2021 | 10 |
EAM Investors, LLC | 5 | 5 | 0.26% | 0.43% | 0.58% | Q1 2015 | Q1 2019 | 10 |
Financial Architects, Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Donoghue Forlines LLC | 10 | 10 | 0.08% | 0.24% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.15% | 0.66% | Q2 2019 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Empowered Funds, LLC | 5 | 1 | 0.01% | 0.30% | 0.54% | Q2 2018 | Q3 2023 | 10 |
Arden Trust Co | 10 | 10 | 0.12% | 0.18% | 0.20% | Q3 2021 | Q4 2023 | 10 |
Amundi | 10 | 10 | 0.05% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HAMILTON LANE ADVISORS LLC | 9 | 1 | 0.42% | 1.95% | 4.05% | Q2 2015 | Q4 2017 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 10 | 0.05% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ROYCE & ASSOCIATES LP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2018 | 10 |
CHICAGO EQUITY PARTNERS LLC | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2019 | 10 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
BROWN ADVISORY INC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 6 | 1 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Melqart Asset Management (UK) Ltd | 6 | 4 | 0.28% | 1.35% | 3.30% | Q1 2021 | Q3 2023 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 4 | 0.01% | 0.08% | 0.20% | Q1 2016 | Q4 2021 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.08% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Affinity Capital Advisors, LLC | 7 | 3 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Jump Financial, LLC | 8 | 1 | 0.01% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.76% | 1.49% | 3.06% | Q4 2021 | Q4 2023 | 9 |
BlackRock Fund Advisors | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Brookfield Asset Management | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2021 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Brown Capital Management | 9 | 9 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Capital International Investors | 9 | 9 | 0.01% | 0.09% | 0.13% | Q1 2019 | Q1 2021 | 9 |
Zions Bancorporation, N.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.16% | 0.24% | 0.44% | Q2 2019 | Q1 2022 | 9 |
Pearl River Capital, LLC | 5 | 1 | 0.03% | 0.27% | 0.68% | Q4 2018 | Q3 2023 | 9 |
Lido Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 9 |
Crow Point Partners, LLC | 8 | 1 | 0.01% | 0.13% | 0.58% | Q3 2017 | Q4 2019 | 9 |
EMERALD ADVISERS, LLC | 9 | 9 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q2 2022 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.02% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Portolan Capital Management | 8 | 1 | 0.12% | 0.42% | 0.89% | Q1 2016 | Q2 2022 | 9 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q4 2019 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
WRAPMANAGER INC | 9 | 9 | 0.14% | 0.19% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
Itau Unibanco Holding S.A. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 9 |
BENEDICT FINANCIAL ADVISORS INC | 6 | 3 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Cipher Capital LP | 5 | 1 | 0.05% | 0.15% | 0.28% | Q1 2019 | Q3 2023 | 9 |
Tredje AP-fonden | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Diversified Trust Co | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2023 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 9 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 9 |
MOODY ALDRICH PARTNERS LLC | 6 | 3 | 0.03% | 0.44% | 1.28% | Q3 2018 | Q1 2022 | 9 |
Dana Investment Advisors, Inc. | 7 | 2 | 0.03% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2019 | 9 |
IEQ CAPITAL, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.01% | 0.08% | Q3 2021 | Q3 2023 | 9 |
BlackRock Institutional Trust Company, N.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.07% | 0.24% | 0.47% | Q1 2021 | Q1 2023 | 9 |
Winthrop Advisory Group LLC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 2 | 0.01% | 0.23% | 0.65% | Q4 2020 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 7 | 2 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q2 2023 | 9 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 8 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 2 | 0.01% | 0.11% | 0.18% | Q1 2017 | Q1 2022 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BlackRock Group LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 8 |
SRS Capital Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.77% | 0.94% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Atika Capital Management LLC | 3 | 2 | 0.28% | 1.30% | 2.56% | Q1 2018 | Q2 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.21% | 0.49% | 0.93% | Q1 2022 | Q4 2023 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 3 | 2 | 0.09% | 0.51% | 1.10% | Q3 2016 | Q4 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 1 | 0.07% | 0.12% | 0.16% | Q3 2018 | Q2 2023 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.08% | 0.11% | 0.19% | Q3 2021 | Q2 2023 | 8 |
ALLSTATE CORP | 4 | 2 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 8 |
CAPITAL INTERNATIONAL LTD /CA/ | 8 | 8 | 0.26% | 0.41% | 0.56% | Q4 2020 | Q3 2022 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Andra AP-fonden | 5 | 3 | 0.08% | 0.15% | 0.32% | Q2 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Paradigm Financial Advisors, LLC | 8 | 8 | 0.09% | 0.35% | 0.66% | Q1 2020 | Q4 2021 | 8 |
IBM Retirement Fund | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 8 |
FORTALEZA ASSET MANAGEMENT INC/ | 4 | 1 | 0.12% | 0.26% | 0.68% | Q2 2015 | Q2 2018 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.47% | 0.65% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.08% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Spearhead Capital Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q1 2022 | 8 |
HM PAYSON & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 8 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.16% | 2.14% | 3.57% | Q3 2015 | Q2 2021 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 8 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.22% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Williams Jones Wealth Management, LLC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
NN Investment Partners Holdings N.V. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 8 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Capital International, Inc./CA/ | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2022 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.03% | 0.21% | 0.44% | Q1 2018 | Q3 2023 | 8 |
Single Point Partners, LLC | 6 | 2 | 0.09% | 0.20% | 0.37% | Q1 2021 | Q1 2023 | 8 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.04% | 0.20% | Q3 2021 | Q2 2023 | 8 |
LMR Partners LLP | 2 | 2 | 0.03% | 0.16% | 0.43% | Q2 2019 | Q1 2023 | 8 |
Bollard Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SYCOMORE ASSET MANAGEMENT | 8 | 8 | 0.01% | 0.50% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Capital International Sarl | 8 | 8 | 0.04% | 0.14% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Arlington Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beck Bode, LLC | 5 | 1 | 0.01% | 1.08% | 1.73% | Q4 2018 | Q3 2023 | 8 |
Fulcrum Asset Management LLP | 6 | 1 | 0.21% | 0.40% | 0.69% | Q2 2020 | Q1 2022 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.04% | 0.14% | 0.37% | Q4 2020 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.02% | 0.11% | 0.16% | Q3 2020 | Q2 2023 | 7 |
UMB Bank, n.a. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Fiera Capital Corp | 7 | 7 | 0.08% | 0.16% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.04% | 0.09% | 0.26% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 6 | 1 | 0.03% | 0.23% | 0.51% | Q4 2021 | Q3 2023 | 7 |
NuWave Investment Management, LLC | 4 | 1 | 0.00% | 0.37% | 1.31% | Q3 2020 | Q3 2022 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MAPLELANE CAPITAL, LLC | 4 | 1 | 0.04% | 0.54% | 1.08% | Q1 2018 | Q2 2020 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Spark Investment Management LLC | 6 | 1 | 0.10% | 0.59% | 1.26% | Q2 2018 | Q1 2020 | 7 |
Accredited Investors Inc. | 4 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
World Asset Management Inc | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.26% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Sciencast Management LP | 3 | 1 | 0.10% | 0.20% | 0.38% | Q4 2017 | Q2 2022 | 7 |
Foundry Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Alkeon Capital Management | 7 | 7 | 0.22% | 0.32% | 0.51% | Q1 2018 | Q3 2019 | 7 |
Synergy Financial Group, LTD | 4 | 3 | 0.33% | 0.48% | 0.76% | Q4 2021 | Q3 2023 | 7 |
FORA Capital, LLC | 5 | 2 | 0.03% | 0.25% | 0.99% | Q4 2020 | Q2 2023 | 7 |
Bellwether Advisors, LLC | 5 | 2 | 0.00% | 0.18% | 1.02% | Q1 2021 | Q1 2023 | 7 |
AMP Capital Investors Ltd | 4 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2021 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 3 | 2 | 0.03% | 0.22% | 0.41% | Q3 2021 | Q3 2023 | 7 |
Proficio Capital Partners LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 7 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2021 | 7 |
Symmetry Partners, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 7 |
Durable Capital Partners LP | 7 | 7 | 2.49% | 3.43% | 4.70% | Q1 2022 | Q3 2023 | 7 |
Ilmarinen Mutual Pension Insurance Co | 6 | 1 | 0.05% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 7 |
LA FINANCIERE DE L'ECHIQUIER | 7 | 7 | 0.22% | 0.42% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Icon Wealth Partners, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
MOODY LYNN & LIEBERSON, LLC | 6 | 1 | 0.02% | 0.07% | 0.10% | Q3 2018 | Q3 2021 | 7 |
CADIAN CAPITAL MANAGEMENT, LP | 6 | 1 | 0.10% | 5.89% | 11.72% | Q4 2020 | Q3 2023 | 7 |
Cherry Creek Investment Advisors, Inc. | 4 | 3 | 0.20% | 0.24% | 0.29% | Q2 2021 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 7 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.05% | 0.41% | 1.26% | Q4 2020 | Q3 2023 | 7 |
Jeneq Management LP | 4 | 1 | 1.23% | 8.26% | 14.34% | Q4 2018 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
McAdam, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Altimeter Capital Management | 6 | 6 | 0.64% | 0.90% | 1.24% | Q4 2014 | Q1 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.04% | 0.18% | Q3 2021 | Q3 2023 | 6 |
Adalta Capital Management LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.03% | 0.13% | 0.28% | Q4 2021 | Q3 2023 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 6 | 6 | 0.09% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.07% | 0.16% | 0.33% | Q4 2020 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Whetstone Capital Advisors, LLC | 6 | 6 | 3.59% | 4.11% | 4.65% | Q2 2022 | Q3 2023 | 6 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
361 CAPITAL LLC | 6 | 6 | 0.04% | 0.39% | 0.61% | Q3 2017 | Q4 2018 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.05% | 0.07% | 0.13% | Q2 2018 | Q3 2019 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Alta Wealth Advisors LLC | 6 | 6 | 0.40% | 0.76% | 0.97% | Q4 2020 | Q1 2022 | 6 |
Stanley-Laman Group, Ltd. | 5 | 1 | 0.22% | 0.42% | 1.33% | Q1 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Northeast Financial Consultants Inc | 5 | 1 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
JACKSON SQUARE CAPITAL, LLC | 5 | 1 | 0.07% | 0.98% | 2.13% | Q4 2019 | Q1 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 6 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.29% | 0.72% | Q1 2015 | Q4 2022 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Arabesque Asset Management Ltd | 5 | 1 | 0.10% | 0.66% | 1.73% | Q1 2019 | Q1 2022 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.15% | 0.21% | 0.36% | Q2 2015 | Q3 2016 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.34% | 0.55% | 1.20% | Q3 2021 | Q4 2022 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Crestline Management, LP | 3 | 1 | 0.05% | 0.25% | 0.41% | Q3 2016 | Q3 2023 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.14% | 0.18% | 0.22% | Q1 2020 | Q2 2021 | 6 |
NJ State Employees Deferred Compensation Plan | 6 | 6 | 0.05% | 0.06% | 0.10% | Q3 2018 | Q4 2019 | 6 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 6 |
GLOBEFLEX CAPITAL L P | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Waypoint Wealth Partners Inc. | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Activest Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Ergoteles LLC | 3 | 1 | 0.03% | 0.33% | 1.13% | Q3 2020 | Q2 2023 | 6 |
Disciplined Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.08% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 6 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.21% | 0.40% | Q3 2020 | Q2 2023 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q4 2022 | 6 |
CI Global Investments Inc. | 6 | 6 | 0.06% | 0.24% | 0.32% | Q2 2017 | Q3 2018 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Hidden Lake Asset Management LP | 6 | 6 | 1.39% | 3.73% | 8.28% | Q1 2021 | Q2 2022 | 6 |
Alpha DNA Investment Management LLC | 3 | 1 | 0.00% | 0.36% | 1.18% | Q4 2020 | Q3 2023 | 6 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 6 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.09% | 0.23% | 0.57% | Q2 2021 | Q4 2022 | 6 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 6 | 6 | 0.14% | 0.22% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 6 |
OAK ASSOCIATES LTD /OH/ | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Scale Management, LLC | 6 | 6 | 8.52% | 21.79% | 34.30% | Q4 2014 | Q1 2016 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 2 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Pier Capital, LLC | 6 | 6 | 0.49% | 1.09% | 1.29% | Q1 2016 | Q2 2017 | 6 |
Oribel Capital Management, LP | 3 | 1 | 0.13% | 0.40% | 0.80% | Q3 2021 | Q3 2023 | 6 |
Inspire Investing, LLC | 3 | 1 | 0.05% | 0.18% | 0.36% | Q4 2017 | Q1 2023 | 5 |
Matisse Capital | 5 | 5 | 0.15% | 0.28% | 0.41% | Q2 2021 | Q2 2022 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.11% | 0.39% | 0.93% | Q4 2020 | Q4 2021 | 5 |
Lombard Odier Asset Management (USA) Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.47% | 0.68% | 0.86% | Q3 2021 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 2 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q2 2023 | 5 |
Phoenix Wealth Advisors | 5 | 5 | 0.27% | 0.52% | 0.68% | Q2 2021 | Q2 2022 | 5 |
Caption Management, LLC | 1 | 1 | 0.11% | 0.25% | 0.64% | Q1 2020 | Q2 2023 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 5 |
TFC Financial Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
FIRST MERCANTILE TRUST CO | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
TIGER GLOBAL MANAGEMENT LLC | 5 | 5 | 0.35% | 0.97% | 1.47% | Q3 2022 | Q3 2023 | 5 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 5 | 5 | 6.46% | 9.34% | 12.46% | Q3 2020 | Q3 2021 | 5 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.17% | 0.35% | 0.62% | Q1 2018 | Q3 2019 | 5 |
Broderick Brian C | 5 | 5 | 0.08% | 0.14% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Baader Bank Aktiengesellschaft | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.05% | 0.15% | 0.20% | Q3 2016 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q1 2020 | 5 |
NVWM, LLC | 3 | 2 | 0.03% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 5 |
GAM Holding AG | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
FIL Ltd | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2020 | 5 |
KCL Capital, L.P. | 3 | 1 | 0.04% | 1.57% | 2.50% | Q4 2020 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
HERSHEY TRUST CO | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.24% | 0.35% | 0.39% | Q4 2022 | Q4 2023 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 4 | 1 | 0.11% | 0.20% | 0.38% | Q2 2020 | Q4 2021 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2019 | 5 |
Manchester Capital Management LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.25% | 0.58% | Q2 2020 | Q1 2022 | 5 |
G&S Capital LLC | 5 | 5 | 0.17% | 0.34% | 0.47% | Q3 2020 | Q3 2021 | 5 |
Ardevora Asset Management LLP | 3 | 2 | 0.00% | 0.32% | 0.66% | Q4 2021 | Q3 2023 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 5 |
Folger Hill Asset Management LP | 3 | 1 | 0.02% | 0.32% | 0.76% | Q2 2016 | Q1 2018 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 5 |
Commonwealth Equity Services, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.05% | 0.39% | 1.05% | Q4 2016 | Q3 2023 | 5 |
DGS Capital Management, LLC | 3 | 2 | 0.25% | 0.36% | 0.56% | Q4 2021 | Q1 2023 | 5 |
Paradiem, LLC | 5 | 5 | 0.52% | 0.84% | 1.07% | Q3 2021 | Q3 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.48% | 1.00% | 1.76% | Q3 2022 | Q3 2023 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.50% | 0.75% | 0.95% | Q4 2020 | Q4 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aquila Investment Management LLC | 5 | 5 | 0.27% | 0.90% | 1.41% | Q1 2022 | Q1 2023 | 5 |
AIA Group Ltd | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.12% | 0.24% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2020 | 5 |
Cupps Capital Management, LLC | 5 | 5 | 0.43% | 0.98% | 1.52% | Q3 2015 | Q3 2016 | 5 |
American National Registered Investment Advisor, Inc. | 5 | 5 | 0.16% | 0.26% | 0.35% | Q1 2021 | Q1 2022 | 5 |
First Personal Financial Services | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
BREAKLINE CAPITAL LLC | 4 | 1 | 1.39% | 2.53% | 3.91% | Q4 2020 | Q2 2022 | 5 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2022 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 5 |
HBK Sorce Advisory LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Maryland Capital Management | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2021 | 5 |
SYNOVUS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
AMERICAN NATIONAL INSURANCE CO | 5 | 5 | 0.13% | 0.20% | 0.26% | Q1 2021 | Q1 2022 | 5 |
Abdiel Capital Advisors | 5 | 5 | 12.07% | 19.78% | 22.96% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 1.06% | 1.35% | 1.66% | Q4 2021 | Q4 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.05% | 0.10% | 0.20% | Q3 2019 | Q3 2023 | 5 |
Mizuho Securities Co. Ltd. | 5 | 5 | 0.01% | 0.12% | 0.36% | Q4 2018 | Q4 2019 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.02% | 0.08% | 0.11% | Q3 2017 | Q3 2018 | 5 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
COUNTRY TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Pacer Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 4 |
Ionic Capital Management LLC | 4 | 4 | 0.11% | 0.25% | 0.39% | Q1 2016 | Q4 2016 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.81% | 0.85% | 0.90% | Q3 2021 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.06% | 0.22% | 0.30% | Q2 2020 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 3 | 1 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Meiji Yasuda Life Insurance Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 4 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.08% | 0.20% | 0.38% | Q4 2016 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.08% | 0.17% | 0.26% | Q4 2022 | Q3 2023 | 4 |
American Trust | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 4 |
Soros Fund Management | 2 | 1 | 0.01% | 0.08% | 0.27% | Q2 2017 | Q2 2020 | 4 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 4 | 4 | 0.15% | 0.23% | 0.31% | Q3 2020 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMF Tjanstepension AB | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
BRINKER CAPITAL INC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Interval Partners, LP | 2 | 1 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 4 |
Seaport Global Advisors, LLC | 4 | 4 | 0.48% | 0.94% | 1.15% | Q4 2021 | Q3 2022 | 4 |
Thematics Asset Management | 4 | 4 | 0.27% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2019 | Q2 2022 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Summit Place Financial Advisors, LLC | 4 | 4 | 0.49% | 0.70% | 0.83% | Q1 2022 | Q4 2022 | 4 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
First Washington CORP | 4 | 4 | 0.81% | 1.29% | 1.69% | Q1 2016 | Q4 2016 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.15% | 0.47% | 1.17% | Q2 2019 | Q4 2021 | 4 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.12% | 0.25% | Q1 2015 | Q4 2016 | 4 |
StoneX Group Inc. | 3 | 1 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.21% | 0.39% | 0.59% | Q4 2022 | Q3 2023 | 4 |
9258 Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Cerebellum GP, LLC | 4 | 4 | 0.27% | 0.28% | 0.29% | Q1 2019 | Q4 2019 | 4 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Qtron Investments LLC | 2 | 2 | 0.06% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Woodline Partners LP | 2 | 2 | 0.01% | 0.24% | 0.52% | Q1 2022 | Q1 2023 | 4 |
Banco Santander, S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 4 |
Alta Park Capital, LP | 2 | 1 | 1.34% | 1.74% | 2.13% | Q4 2016 | Q3 2023 | 4 |
Honeycomb Asset Management LP | 2 | 1 | 1.20% | 1.96% | 2.41% | Q4 2019 | Q2 2022 | 4 |
AlpInvest Partners B.V. | 2 | 2 | 1.52% | 5.03% | 10.66% | Q2 2015 | Q3 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 4 |
CAT ROCK CAPITAL MANAGEMENT LP | 2 | 2 | 2.35% | 3.90% | 7.51% | Q2 2019 | Q4 2022 | 4 |
Level Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LGT Fund Management Co Ltd. | 3 | 1 | 0.11% | 0.27% | 0.44% | Q4 2021 | Q1 2023 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
CEERA INVESTMENTS, LLC | 4 | 4 | 0.27% | 0.46% | 0.56% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 0.82% | 1.03% | 1.28% | Q1 2023 | Q4 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.44% | 0.54% | 0.64% | Q2 2021 | Q1 2022 | 4 |
Engle Capital Management, L.P. | 3 | 1 | 0.73% | 2.30% | 3.98% | Q3 2021 | Q3 2022 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Founders Financial Alliance, LLC | 3 | 1 | 0.01% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q2 2023 | 4 |
Junson Asset Management (Hong Kong) Ltd | 4 | 4 | 2.66% | 3.72% | 5.49% | Q1 2021 | Q4 2021 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.02% | 0.10% | 0.17% | Q3 2018 | Q3 2019 | 3 |
L & S Advisors Inc | 3 | 3 | 0.15% | 0.18% | 0.22% | Q3 2021 | Q1 2022 | 3 |
NWK Group, Inc. | 3 | 3 | 1.49% | 1.60% | 1.67% | Q1 2023 | Q3 2023 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Olympiad Research LP | 3 | 3 | 0.26% | 0.42% | 0.54% | Q1 2023 | Q3 2023 | 3 |
JAT Capital Mgmt LP | 2 | 1 | 0.17% | 1.93% | 3.50% | Q1 2022 | Q2 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.16% | 0.19% | 0.22% | Q3 2021 | Q1 2022 | 3 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.60% | 0.84% | 1.11% | Q2 2017 | Q4 2017 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q2 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.07% | 0.14% | Q2 2015 | Q1 2017 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.10% | 0.24% | 0.46% | Q3 2020 | Q1 2021 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q2 2021 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Edge Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 3 |
Stony Point Capital LLC | 3 | 3 | 1.46% | 1.92% | 2.23% | Q4 2021 | Q2 2022 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 3 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2017 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.11% | 0.42% | 0.58% | Q4 2021 | Q3 2023 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q3 2019 | Q4 2019 | 3 |
ALPHA WINDWARD LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q2 2016 | Q3 2019 | 3 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 3 |
Shay Capital LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Dakota Wealth Management | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Harrington Investments, INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Bullseye Asset Management LLC | 3 | 3 | 0.71% | 0.79% | 0.86% | Q2 2020 | Q4 2020 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.08% | 0.18% | Q3 2016 | Q2 2020 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.08% | 0.13% | 0.21% | Q4 2022 | Q2 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Teza Capital Management LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Invictus RG | 2 | 1 | 0.18% | 0.23% | 0.26% | Q3 2017 | Q2 2018 | 3 |
Gilbert & Cook, Inc. | 2 | 1 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.22% | 0.28% | 0.35% | Q1 2021 | Q4 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.05% | 0.19% | 0.32% | Q4 2017 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jabre Capital Partners S.A. | 3 | 3 | 0.25% | 0.70% | 1.14% | Q1 2018 | Q3 2018 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Telemark Asset Management, LLC | 2 | 1 | 0.28% | 0.93% | 2.07% | Q2 2017 | Q1 2022 | 3 |
Calixto Global Investors, LP | 2 | 1 | 1.89% | 4.92% | 7.85% | Q4 2015 | Q3 2016 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q1 2022 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.13% | 0.19% | 0.23% | Q4 2020 | Q1 2022 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.69% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q3 2018 | Q2 2019 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 3 |
Lone Pine Capital | 2 | 1 | 0.19% | 0.69% | 1.26% | Q4 2019 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.06% | 0.16% | 0.33% | Q2 2019 | Q3 2019 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q4 2016 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.11% | 0.24% | 0.46% | Q3 2016 | Q4 2022 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Summit Global Investments | 3 | 3 | 0.11% | 0.18% | 0.29% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AO Asset Management, LP | 3 | 3 | 0.80% | 1.98% | 3.77% | Q3 2021 | Q1 2022 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.31% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q2 2022 | 3 |
SG3 Management, LLC | 1 | 1 | 0.17% | 0.38% | 0.78% | Q4 2018 | Q4 2020 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.25% | 0.48% | 0.61% | Q2 2021 | Q4 2021 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.06% | 0.12% | 0.16% | Q4 2017 | Q2 2018 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.01% | 0.29% | 0.53% | Q2 2020 | Q4 2020 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Hunt Lane Capital LP | 3 | 3 | 4.71% | 5.46% | 6.49% | Q1 2022 | Q3 2022 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q2 2020 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.10% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
O'Neil Global Advisors, Inc. | 2 | 1 | 0.31% | 0.57% | 0.75% | Q1 2021 | Q2 2023 | 3 |
SC US (TTGP), LTD. | 3 | 3 | 12.19% | 33.03% | 45.85% | Q4 2014 | Q2 2015 | 3 |
David J Yvars Group | 2 | 2 | 2.36% | 2.43% | 2.50% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.31% | 0.38% | 0.46% | Q1 2021 | Q2 2021 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q1 2017 | 2 |
Alcosta Capital Management, Inc. | 2 | 2 | 2.15% | 2.20% | 2.25% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
JS Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.27% | 0.60% | 0.94% | Q1 2021 | Q4 2021 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.15% | 0.19% | 0.24% | Q3 2020 | Q4 2020 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.10% | 0.12% | 0.13% | Q3 2015 | Q4 2016 | 2 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Stiles Financial Services Inc | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
PGGM Investments | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.24% | 0.41% | Q4 2022 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.19% | 0.40% | 0.61% | Q2 2016 | Q1 2019 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Atreides Management, LP | 2 | 2 | 1.61% | 2.32% | 3.04% | Q3 2022 | Q4 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Optimus Prime Fund Management Co., Ltd. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.24% | 0.28% | 0.33% | Q3 2015 | Q4 2015 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 5.04% | 5.22% | 5.39% | Q4 2021 | Q1 2022 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 5.72% | 5.97% | 6.22% | Q2 2016 | Q3 2016 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Providence Equity Partners L.L.C. | 2 | 2 | 0.64% | 0.66% | 0.69% | Q3 2022 | Q4 2022 | 2 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q3 2015 | Q3 2016 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 0.79% | 1.47% | Q3 2018 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ALERUS FINANCIAL NA | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.14% | 0.28% | Q3 2018 | Q1 2019 | 2 |
Capital CS Group, LLC | 1 | 1 | 1.02% | 1.06% | 1.10% | Q1 2021 | Q3 2021 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q3 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q2 2017 | 2 |
Skye Global Management LP | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.92% | 0.92% | 0.93% | Q2 2023 | Q3 2023 | 2 |
GraniteShares Advisors LLC | 1 | 1 | 0.07% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 0.63% | 1.05% | 1.46% | Q1 2021 | Q2 2022 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.07% | 0.12% | 0.16% | Q2 2016 | Q3 2016 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 2 | 0.12% | 0.38% | 0.64% | Q2 2023 | Q3 2023 | 2 |
JABODON PT CO | 2 | 2 | 1.12% | 1.37% | 1.63% | Q4 2021 | Q1 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2019 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 1.07% | 1.19% | 1.32% | Q4 2021 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Wealth Alliance | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q4 2017 | 2 |
SHEN NEIL NANPENG | 2 | 2 | 1.80% | 2.70% | 3.61% | Q4 2015 | Q1 2016 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BP PLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Lee Capital Asset Management LLC | 2 | 2 | 5.90% | 6.22% | 6.54% | Q2 2019 | Q3 2019 | 2 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.15% | 0.20% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
HARRIS ASSOCIATES L P | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Par Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.08% | 0.10% | 0.11% | Q2 2017 | Q4 2018 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.35% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
G2 Investment Partners Management LLC | 2 | 2 | 0.38% | 1.49% | 2.61% | Q4 2014 | Q1 2015 | 2 |
Blackstone Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q1 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 2 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q3 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q3 2022 | Q4 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.62% | 1.60% | 2.59% | Q4 2019 | Q3 2020 | 2 |
CenterBook Partners LP | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Provenire Capital, LLC | 2 | 2 | 1.57% | 1.71% | 1.86% | Q2 2021 | Q3 2021 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Coastline Trust Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 1.12% | 1.28% | 1.44% | Q2 2023 | Q3 2023 | 2 |
Flaharty Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Flight Deck Capital, LP | 2 | 2 | 2.54% | 3.11% | 3.67% | Q4 2021 | Q1 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.10% | 0.19% | 0.28% | Q3 2020 | Q3 2021 | 2 |
YHB Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.12% | 0.47% | 0.81% | Q1 2018 | Q2 2018 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Round Table Services, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Avitas Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Teca Partners, LP | 1 | 1 | 4.88% | 4.88% | 4.88% | Q3 2022 | Q3 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2023 | Q1 2023 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Roth Financial Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Archon Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2019 | Q2 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2023 | Q2 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Maven Securities LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2023 | Q3 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
AHL Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 4.47% | 4.47% | 4.47% | Q3 2021 | Q3 2021 | 1 |
Contour Asset Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2014 | Q4 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Passport Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2021 | Q4 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Keel Point, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, 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 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Styrax Capital, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2016 | Q4 2016 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Thrax Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
MQS Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2015 | Q1 2015 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Coatue Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2021 | Q3 2021 | 1 |
3G Capital Partners | 1 | 1 | 4.23% | 4.23% | 4.23% | Q4 2022 | Q4 2022 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Force Hill Capital Management LP | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Piermont Capital Management Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Numerai GP LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lucha Capital Management, LP | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2019 | Q2 2019 | 1 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Tairen Capital Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Timpani Capital Management LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2015 | Q4 2015 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FCF Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Alta Advisers Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Polianta Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2019 | Q3 2019 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CSS LLC/IL | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 4.84% | 4.84% | 4.84% | Q4 2021 | Q4 2021 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Alphabet Inc. | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2014 | Q4 2014 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2023 | Q4 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CERTUITY, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EMFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2016 | Q1 2016 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q3 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
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This page lists all the filers that currently own HUBSPOT INC or have owned HUBSPOT INC in the past.