INOVIO PHARMACEUTICALS INC shareholder history

Current and past INOVIO PHARMACEUTICALS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 38380.00%0.00%0.02%Q2 2014Q3 2023105
Citadel Advisors 1610.00%0.00%0.01%Q2 2014Q3 202379
CITIGROUP INC 38380.00%0.00%0.01%Q2 2014Q3 202378
Cutler Group LLC / CA 12100.00%0.00%0.06%Q4 2015Q4 202263
GOLDMAN SACHS GROUP INC 38380.00%0.00%0.00%Q2 2014Q3 202348
JANE STREET GROUP, LLC 1510.00%0.00%0.07%Q2 2014Q3 202346
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202343
CREDIT SUISSE AG/ 38380.00%0.00%0.01%Q2 2014Q3 202343
BARCLAYS PLC 37370.00%0.00%0.01%Q2 2014Q2 202342
Creative Planning 1850.00%0.00%0.01%Q2 2014Q3 202341
WELLS FARGO & COMPANY/MN 38380.00%0.00%0.00%Q2 2014Q3 202339
ProShare Advisors LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
MORGAN STANLEY 38380.00%0.00%0.00%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q2 2014Q3 202338
Bank of New York Mellon Corp 38380.00%0.00%0.00%Q2 2014Q3 202338
BlackRock Inc. 38380.00%0.00%0.02%Q2 2014Q3 202338
GEODE CAPITAL MANAGEMENT, LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
RHUMBLINE ADVISERS 38380.00%0.00%0.01%Q2 2014Q3 202338
STATE STREET CORP 38380.00%0.00%0.01%Q2 2014Q3 202338
NORTHERN TRUST CORP 38380.00%0.00%0.01%Q2 2014Q3 202338
BANK OF MONTREAL /CAN/ 1530.00%0.00%0.00%Q4 2014Q1 202238
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38380.00%0.00%0.01%Q2 2014Q3 202338
VANGUARD GROUP INC 38380.00%0.00%0.01%Q2 2014Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202338
PRINCIPAL FINANCIAL GROUP INC 3610.00%0.00%0.00%Q2 2014Q3 202337
JPMORGAN CHASE & CO 37370.00%0.00%0.00%Q3 2014Q3 202337
ROYAL BANK OF CANADA 3430.00%0.00%0.00%Q2 2014Q3 202337
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.00%Q3 2014Q3 202336
MANUFACTURERS LIFE INSURANCE COMPANY, THE 36360.00%0.00%0.00%Q2 2014Q1 202336
ALLIANCEBERNSTEIN L.P. 36360.00%0.00%0.00%Q2 2014Q1 202336
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 36360.00%0.00%0.01%Q2 2014Q1 202336
AMERICAN INTERNATIONAL GROUP, INC. 36360.00%0.00%0.01%Q2 2014Q1 202336
NEW YORK STATE COMMON RETIREMENT FUND 36360.00%0.00%0.01%Q3 2014Q2 202336
DEUTSCHE BANK AG\ 36360.00%0.00%0.00%Q2 2014Q1 202336
VOYA INVESTMENT MANAGEMENT LLC 36360.00%0.00%0.00%Q2 2014Q1 202336
Legal & General Group Plc 35350.00%0.00%0.00%Q3 2014Q1 202335
D. E. Shaw & Co., Inc. 1490.00%0.01%0.02%Q4 2014Q3 202335
MILLENNIUM MANAGEMENT LLC 910.00%0.00%0.03%Q2 2014Q3 202335
EARNEST PARTNERS LLC 24110.00%0.00%0.00%Q2 2014Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 3230.00%0.00%0.02%Q2 2014Q1 202335
Tradewinds Capital Management, LLC 34340.00%0.00%0.00%Q2 2015Q3 202334
UBS ASSET MANAGEMENT AMERICAS INC 20130.00%0.00%0.00%Q4 2014Q2 202333
GREAT WEST LIFE ASSURANCE CO /CAN/ 20120.00%0.00%0.00%Q3 2014Q1 202332
Swiss National Bank 20120.00%0.00%0.01%Q4 2014Q1 202332
Invesco Ltd. 2610.00%0.00%0.00%Q2 2014Q3 202331
WASATCH ADVISORS LP 31310.00%0.19%0.41%Q2 2014Q4 202131
Riggs Asset Managment Co. Inc. 2280.00%0.00%0.00%Q1 2015Q3 202230
HighTower Advisors, LLC 2810.00%0.00%0.01%Q2 2014Q3 202330
IFP Advisors, Inc 1510.00%0.00%0.00%Q4 2015Q3 202330
Tower Research Capital LLC (TRC) 1410.00%0.00%0.03%Q2 2014Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.00%Q2 2016Q3 202330
Zurcher Kantonalbank (Zurich Cantonalbank) 17120.00%0.00%0.00%Q3 2015Q1 202329
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 29290.00%0.00%0.01%Q4 2014Q4 202129
Blume Capital Management, Inc. 29290.00%0.00%0.02%Q3 2016Q3 202329
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 29290.00%0.00%0.00%Q1 2016Q1 202329
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 28280.00%0.00%0.01%Q2 2014Q1 202128
DekaBank Deutsche Girozentrale 1980.00%0.00%0.00%Q1 2015Q2 202227
SIMPLEX TRADING, LLC 1010.00%0.00%0.01%Q1 2015Q1 202327
PRICE T ROWE ASSOCIATES INC /MD/ 27270.00%0.00%0.00%Q1 2017Q3 202327
Cambridge Investment Research Advisors, Inc. 1510.00%0.00%0.01%Q3 2014Q3 202326
Thomas J. Herzfeld Advisors, Inc. 26260.00%0.03%0.08%Q1 2015Q2 202126
RAYMOND JAMES & ASSOCIATES 2150.00%0.00%0.00%Q1 2016Q3 202326
DIMENSIONAL FUND ADVISORS LP 1240.00%0.00%0.01%Q1 2016Q3 202326
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1920.00%0.00%0.00%Q2 2014Q1 202226
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
Ameritas Investment Partners, Inc. 25250.00%0.00%0.02%Q1 2017Q1 202325
HAP Trading, LLC 1210.00%0.01%0.06%Q1 2017Q4 202225
WOLVERINE TRADING, LLC 510.00%0.00%0.02%Q2 2020Q3 202325
STATE OF WISCONSIN INVESTMENT BOARD 24240.00%0.00%0.02%Q2 2017Q1 202324
LPL Financial LLC 1860.00%0.00%0.00%Q1 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 1580.00%0.00%0.00%Q4 2017Q3 202323
SG Americas Securities, LLC 1510.00%0.00%0.01%Q2 2014Q1 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.00%0.00%Q2 2017Q4 202223
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.00%0.01%Q2 2014Q4 201923
Virtus ETF Advisers LLC 13100.02%0.17%0.71%Q1 2016Q1 202323
Daiwa Securities Group Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
GROUP ONE TRADING, L.P. 810.00%0.00%0.02%Q3 2014Q3 202322
TCI Wealth Advisors, Inc. 1230.00%0.00%0.01%Q3 2014Q4 202222
AMALGAMATED BANK 1840.00%0.00%0.03%Q3 2017Q1 202322
Round Table Services, LLC 22220.17%0.40%0.72%Q2 2014Q3 201922
AdvisorNet Financial, Inc 1480.00%0.00%0.00%Q4 2017Q3 202322
ATWOOD & PALMER INC 21210.00%0.00%0.00%Q3 2018Q3 202321
MetLife Investment Management, LLC 1470.00%0.00%0.02%Q4 2017Q1 202321
TEACHER RETIREMENT SYSTEM OF TEXAS 1040.00%0.00%0.00%Q4 2014Q1 202321
Geneos Wealth Management Inc. 1380.00%0.00%0.00%Q1 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TIAA CREF INVESTMENT MANAGEMENT LLC 20200.00%0.00%0.01%Q2 2014Q1 201920
TEACHERS ADVISORS, LLC 20200.00%0.00%0.01%Q2 2014Q1 201920
GSA CAPITAL PARTNERS LLP 710.01%0.03%0.07%Q3 2014Q3 202320
EMERALD ADVISERS, LLC 1460.00%0.04%0.13%Q2 2014Q3 201920
Cedar Brook Financial Partners, LLC 20200.01%0.12%0.66%Q4 2018Q3 202320
TOCQUEVILLE ASSET MANAGEMENT L.P. 1130.00%0.00%0.01%Q2 2014Q2 202020
WOLVERINE ASSET MANAGEMENT LLC 19190.00%0.00%0.01%Q1 2019Q3 202320
Russell Investments Group, Ltd. 1450.00%0.00%0.00%Q4 2016Q3 202319
Squarepoint Ops LLC 510.00%0.01%0.04%Q3 2015Q2 202319
PANAGORA ASSET MANAGEMENT INC 18180.00%0.01%0.02%Q2 2015Q3 201918
MEEDER ASSET MANAGEMENT INC 1080.00%0.00%0.01%Q4 2016Q4 202118
Cable Hill Partners, LLC 18180.00%0.01%0.01%Q4 2014Q1 201918
Renaissance Technologies 1010.00%0.00%0.01%Q4 2015Q3 202318
Sculptor Capital LP 880.01%0.03%0.10%Q1 2020Q4 202118
STONERIDGE INVESTMENT PARTNERS LLC 1530.01%0.23%0.53%Q3 2014Q4 201918
First Financial Bank - Trust Division 17170.01%0.02%0.03%Q3 2014Q3 201817
Mitsubishi UFJ Asset Management Co., Ltd. 1250.00%0.00%0.00%Q3 2018Q1 202317
STIFEL FINANCIAL CORP 1520.00%0.00%0.00%Q2 2014Q3 202317
AMERIPRISE FINANCIAL INC 710.00%0.00%0.00%Q2 2014Q1 202117
VALLEY NATIONAL ADVISERS INC 17170.00%0.02%0.08%Q3 2019Q3 202317
ING GROEP NV 1340.00%0.01%0.02%Q1 2015Q2 201917
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
TUDOR INVESTMENT CORP ET AL 510.00%0.01%0.03%Q3 2014Q3 202317
Cordasco Financial Network 1520.00%0.01%0.02%Q1 2017Q4 202117
BREWIN DOLPHIN LTD 17170.00%0.01%0.05%Q3 2017Q3 202117
Janney Montgomery Scott LLC 1020.00%0.00%0.00%Q2 2014Q3 202216
KEYBANK NATIONAL ASSOCIATION/OH 16160.00%0.00%0.00%Q4 2014Q3 201816
Nuveen Asset Management, LLC 16160.00%0.00%0.01%Q2 2019Q1 202316
S.A. Mason LLC 16160.00%0.02%0.11%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.00%0.00%0.02%Q4 2019Q3 202316
CWM, LLC 1310.00%0.00%0.00%Q2 2018Q4 202216
Walleye Trading LLC 410.00%0.00%0.00%Q2 2015Q3 202216
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Virtu Financial LLC 310.00%0.02%0.14%Q3 2017Q2 202315
Quantbot Technologies LP 510.00%0.01%0.03%Q2 2014Q3 202215
Aspire Private Capital, LLC 820.00%0.00%0.00%Q4 2018Q2 202315
CENTRAL TRUST Co 15150.00%0.00%0.00%Q2 2014Q4 201715
FMR LLC 1410.00%0.00%0.00%Q3 2018Q3 202315
FEDERATED HERMES, INC. 520.00%0.00%0.01%Q3 2017Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Cubist Systematic Strategies, LLC 310.00%0.00%0.01%Q3 2015Q3 202315
Defender Capital, LLC. 14140.13%0.93%2.21%Q4 2018Q1 202214
NISA INVESTMENT ADVISORS, LLC 1310.00%0.00%0.00%Q3 2017Q1 202314
Commonwealth Equity Services, Inc 14140.00%0.00%0.00%Q2 2014Q3 201714
ARK Investment Management 1130.07%0.21%0.38%Q4 2016Q2 202014
Mosaic Family Wealth, LLC 14140.00%0.01%0.01%Q4 2015Q1 201914
Stratos Wealth Partners, LTD. 1210.00%0.00%0.01%Q4 2017Q3 202314
Highlander Capital Management, LLC 1310.00%0.00%0.00%Q1 2020Q3 202314
Neuberger Berman Group LLC 1040.00%0.00%0.00%Q3 2017Q1 202114
Nationwide Fund Advisors 14140.00%0.00%0.00%Q2 2014Q3 201714
AQR Capital Management 510.00%0.00%0.00%Q2 2014Q3 202314
Spot Trading L.L.C 410.00%0.00%0.01%Q2 2014Q4 201614
Rafferty Asset Management, LLC 1210.01%0.03%0.04%Q1 2019Q1 202313
Greenwich Wealth Management LLC 1210.00%0.01%0.02%Q3 2019Q3 202313
PRUDENTIAL FINANCIAL INC 1210.00%0.00%0.00%Q2 2014Q1 202313
Parallel Advisors, LLC 710.00%0.00%0.00%Q2 2017Q3 202313
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
TWO SIGMA INVESTMENTS, LP 720.00%0.01%0.03%Q2 2018Q3 202313
Financial Gravity Asset Management, Inc. 910.00%0.00%0.00%Q3 2018Q3 202313
Kistler-Tiffany Companies, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Keystone Financial Group 1020.01%0.05%0.10%Q3 2020Q3 202312
TWO SIGMA ADVISERS, LP 710.00%0.00%0.02%Q3 2018Q3 202312
Unified Trust Company, N.A. 12120.02%0.09%0.40%Q4 2018Q3 202112
WINTON GROUP Ltd 12120.00%0.02%0.12%Q2 2020Q1 202312
Krilogy Financial LLC 1110.00%0.00%0.00%Q3 2015Q3 201812
Mayflower Financial Advisors, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Global Wealth Management Investment Advisory, Inc. 1020.00%0.00%0.02%Q1 2020Q3 202312
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q1 2020Q4 202212
IHT Wealth Management, LLC 1010.01%0.01%0.02%Q4 2016Q3 202012
Compagnie Lombard Odier SCmA 710.00%0.00%0.00%Q4 2015Q4 202112
Virtu KCG Holdings LLC 1110.00%0.01%0.02%Q2 2014Q2 201712
Horan Securities, Inc. 750.00%0.00%0.02%Q2 2020Q2 202312
Financial Architects, Inc 12120.00%0.00%0.00%Q2 2016Q1 201912
IFG Advisory, LLC 1020.00%0.07%0.57%Q1 2020Q3 202312
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 12120.00%0.00%0.00%Q2 2020Q1 202312
CREDIT AGRICOLE S A 12120.00%0.00%0.00%Q4 2020Q3 202312
Arizona State Retirement System 12120.00%0.00%0.01%Q2 2020Q1 202312
PITTENGER & ANDERSON INC 1110.00%0.00%0.00%Q4 2016Q4 201912
GUGGENHEIM CAPITAL LLC 520.01%0.01%0.02%Q3 2014Q3 202112
Patriot Financial Group Insurance Agency, LLC 930.00%0.00%0.00%Q1 2019Q2 202212
ETF MANAGERS GROUP, LLC 12120.00%0.02%0.07%Q2 2020Q1 202312
BlackRock Fund Advisors 11110.00%0.00%0.01%Q2 2014Q4 201611
Freedom Investment Management, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Paloma Partners Management Co 630.00%0.00%0.01%Q3 2015Q1 201911
GLENVIEW STATE BANK TRUST DEPT. 1010.01%0.02%0.03%Q1 2017Q4 201911
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.00%0.01%Q3 2014Q3 202011
COUNTRY TRUST BANK 11110.00%0.00%0.00%Q1 2020Q3 202211
SMITH ASSET MANAGEMENT GROUP LP 740.00%0.02%0.04%Q2 2014Q2 202111
Bogart Wealth, LLC 650.00%0.00%0.00%Q4 2020Q3 202311
BLACKROCK ADVISORS LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
Allianz Asset Management GmbH 920.00%0.00%0.00%Q2 2016Q3 202011
Green Alpha Advisors, LLC 11110.05%0.19%0.40%Q2 2021Q4 202311
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
Newbridge Financial Services Group, Inc. 11110.00%0.01%0.04%Q1 2021Q3 202311
BlackRock Institutional Trust Company, N.A. 11110.00%0.00%0.00%Q2 2014Q4 201611
NEXT Financial Group, Inc 610.00%0.00%0.00%Q3 2016Q4 202111
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2020Q3 202211
SIGNATUREFD, LLC 610.00%0.00%0.01%Q2 2014Q1 202311
Joseph P. Lucia & Associates, LLC 520.00%0.02%0.08%Q2 2019Q2 202211
Hartford Financial Management Inc. 10100.00%0.00%0.00%Q2 2015Q3 201710
Aperio Group, LLC 640.00%0.00%0.00%Q1 2018Q4 202010
BlackRock Group LTD 910.00%0.00%0.00%Q2 2014Q4 201610
Ellis Investment Partners, LLC 10100.00%0.01%0.01%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
A.R.T. Advisors, LLC 510.00%0.02%0.07%Q3 2014Q4 201910
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
PATHSTONE FAMILY OFFICE, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
JACOBS LEVY EQUITY MANAGEMENT, INC 610.00%0.01%0.03%Q4 2017Q3 202310
MACKENZIE FINANCIAL CORP 730.00%0.00%0.00%Q3 2014Q1 202310
B. Riley Wealth Advisors, Inc. 910.00%0.01%0.02%Q2 2014Q2 202210
MACQUARIE GROUP LTD 10100.00%0.00%0.00%Q2 2020Q3 202210
Hennion & Walsh Asset Management, Inc. 10100.00%0.04%0.07%Q2 2021Q3 202310
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
HSBC HOLDINGS PLC 910.00%0.00%0.00%Q4 2016Q2 202210
Schonfeld Strategic Advisors LLC 710.00%0.00%0.01%Q3 2020Q2 202310
Vident Investment Advisory, LLC 10100.05%0.08%0.11%Q4 2015Q1 201810
SHELL ASSET MANAGEMENT CO 810.00%0.00%0.01%Q2 2020Q1 20239
TIAA, FSB 540.00%0.00%0.00%Q2 2019Q2 20239
Employees Retirement System of Texas 990.01%0.01%0.02%Q4 2014Q4 20169
Hudock, Inc. 810.00%0.00%0.00%Q1 2020Q3 20229
MSI Financial Services Inc 990.00%0.00%0.00%Q4 2014Q4 20169
FinTrust Capital Advisors, LLC 990.00%0.00%0.01%Q1 2020Q1 20229
Advisory Services Network, LLC 310.00%0.00%0.00%Q3 2016Q1 20239
Point72 Hong Kong Ltd 310.00%0.00%0.01%Q1 2018Q3 20229
CSS LLC/IL 310.00%0.02%0.04%Q1 2020Q1 20219
PUTNAM INVESTMENTS LLC 990.00%0.01%0.02%Q3 2014Q3 20169
Larson Financial Group LLC 810.00%0.00%0.00%Q1 2020Q3 20239
Jefferies Group LLC 210.00%0.01%0.04%Q2 2015Q3 20219
OXFORD ASSET MANAGEMENT LLP 880.00%0.01%0.04%Q2 2017Q1 20198
Covestor Ltd 880.00%0.01%0.06%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
NWAM LLC 880.00%0.02%0.04%Q2 2020Q1 20228
Itau Unibanco Holding S.A. 880.00%0.00%0.00%Q2 2021Q1 20238
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q2 2015Q1 20178
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
American Trust 880.00%0.00%0.01%Q4 2021Q3 20238
Quantitative Investment Management, LLC 410.00%0.02%0.04%Q1 2015Q1 20218
Advocacy Wealth Management Services, LLC 880.00%0.01%0.01%Q4 2015Q3 20178
LEVIN CAPITAL STRATEGIES, L.P. 310.00%0.00%0.01%Q1 2017Q4 20198
E Fund Management Co., Ltd. 710.01%0.01%0.03%Q1 2021Q1 20238
Qube Research & Technologies Ltd 410.00%0.00%0.00%Q4 2019Q3 20238
Costello Asset Management, INC 880.00%0.00%0.01%Q2 2020Q1 20228
Apollon Wealth Management, LLC 710.00%0.00%0.01%Q3 2021Q3 20238
Bellevue Group AG 880.06%0.20%0.42%Q1 2016Q4 20178
NORGES BANK 880.00%0.00%0.00%Q3 2020Q2 20228
THOMPSON DAVIS & CO., INC. 880.00%0.02%0.14%Q3 2014Q2 20168
EQUITEC SPECIALISTS, LLC 420.00%0.03%0.09%Q2 2019Q1 20217
Brick & Kyle, Associates 770.00%0.00%0.00%Q3 2015Q1 20177
American Portfolios Advisors 430.00%0.00%0.00%Q1 2020Q4 20217
Sargent Bickham Lagudis LLC 770.00%0.00%0.00%Q1 2020Q3 20217
First Horizon Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Pinnacle Summer Investments, Inc. 770.00%0.00%0.00%Q2 2014Q4 20157
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q3 2021Q1 20237
Lindbrook Capital, LLC 520.00%0.00%0.00%Q2 2021Q1 20237
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q4 2017Q4 20217
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.03%Q4 2015Q3 20237
AMERICAN CENTURY COMPANIES INC 320.00%0.00%0.00%Q4 2015Q1 20237
Caption Management, LLC 310.01%0.10%0.45%Q2 2020Q4 20217
Man Group plc 320.00%0.01%0.05%Q1 2018Q3 20237
City State Bank 430.00%0.00%0.01%Q4 2021Q3 20237
Sheaff Brock Investment Advisors, LLC 770.01%0.02%0.05%Q4 2015Q2 20177
ExodusPoint Capital Management, LP 310.00%0.00%0.01%Q4 2020Q2 20237
HRT FINANCIAL LP 310.00%0.01%0.06%Q2 2015Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
QUADRANT CAPITAL GROUP LLC 310.00%0.00%0.00%Q1 2020Q1 20237
AMUNDI ASSET MANAGEMENT US, INC. 430.00%0.00%0.00%Q4 2017Q4 20207
FIRST INTERSTATE BANK 660.01%0.02%0.03%Q2 2016Q3 20176
Private Capital Group, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
Handelsbanken Fonder AB 660.00%0.00%0.00%Q4 2020Q1 20226
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q1 2021Q3 20236
Leelyn Smith, LLC 510.00%0.00%0.00%Q4 2019Q3 20216
Global Retirement Partners, LLC 510.00%0.02%0.03%Q4 2016Q1 20226
Kernodle & Katon Asset Management Group, LLC 660.01%0.01%0.01%Q4 2015Q1 20176
SEVEN EIGHT CAPITAL, LP 660.05%0.33%0.69%Q3 2020Q4 20216
BUTENSKY & COHEN FINANCIAL SECURITY, INC 420.00%0.00%0.01%Q3 2015Q2 20176
Sumitomo Mitsui Trust Holdings, Inc. 660.01%0.01%0.02%Q1 2019Q2 20206
Nikko Asset Management Americas, Inc. 660.18%0.27%0.38%Q1 2019Q2 20206
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.01%0.04%Q3 2015Q3 20196
PSI Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
InterOcean Capital Group, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20146
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.01%0.03%0.08%Q1 2020Q3 20216
SABBY MANAGEMENT, LLC 330.01%0.23%0.48%Q2 2015Q4 20206
Glassman Wealth Services 310.00%0.00%0.01%Q4 2017Q1 20226
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
JFS WEALTH ADVISORS, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Dynamic Technology Lab Private Ltd 210.00%0.03%0.05%Q3 2015Q1 20235
XPONANCE, INC. 410.00%0.00%0.00%Q2 2021Q1 20235
Harvest Investment Services, LLC 550.20%0.32%0.56%Q2 2020Q2 20215
Belpointe Asset Management LLC 210.00%0.01%0.04%Q3 2017Q1 20235
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.00%0.00%Q4 2015Q3 20225
Trexquant Investment LP 210.03%0.05%0.09%Q3 2015Q4 20215
DENVER INVESTMENT ADVISORS LLC 550.00%0.00%0.00%Q4 2014Q4 20155
HOWE & RUSLING INC 410.00%0.00%0.00%Q1 2015Q3 20205
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
STEVENS CAPITAL MANAGEMENT LP 210.00%0.01%0.02%Q4 2014Q2 20185
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.06%0.13%0.24%Q1 2020Q1 20215
Orion Portfolio Solutions, LLC 410.00%0.01%0.01%Q1 2020Q2 20215
Avior Wealth Management, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
RFG Advisory, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Jacobi Capital Management LLC 410.00%0.00%0.00%Q1 2020Q3 20215
Pacer Advisors, Inc. 310.00%0.00%0.00%Q4 2017Q1 20215
CIBC Private Wealth Group, LLC 410.00%0.00%0.00%Q4 2018Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
MBM Wealth Consultants, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Vontobel Holding Ltd. 550.01%0.01%0.01%Q4 2020Q4 20215
ALERUS FINANCIAL NA 550.01%0.02%0.03%Q3 2020Q3 20215
Rotella Capital Management, Inc. 410.09%0.41%0.97%Q2 2014Q4 20155
XR Securities LLC 210.00%0.01%0.03%Q3 2020Q2 20225
TAP Consulting, LLC 550.01%0.01%0.03%Q2 2021Q2 20225
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.00%0.00%Q4 2015Q2 20185
Airain ltd 210.01%0.02%0.04%Q4 2014Q4 20165
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.01%Q1 2020Q1 20215
COWEN AND COMPANY, LLC 110.00%0.05%0.10%Q3 2020Q4 20215
Moors & Cabot, Inc. 550.00%0.01%0.01%Q1 2021Q1 20225
PICTET ASSET MANAGEMENT LTD 550.00%0.00%0.01%Q2 2020Q2 20215
CAROLINAS WEALTH CONSULTING LLC 550.00%0.00%0.01%Q2 2020Q2 20215
Ten Capital Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Focused Wealth Management, Inc 410.00%0.00%0.00%Q2 2016Q1 20205
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Private Advisor Group, LLC 410.00%0.00%0.01%Q2 2020Q2 20225
JANUS HENDERSON GROUP PLC 550.00%0.00%0.00%Q1 2022Q1 20235
China Universal Asset Management Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Bell Investment Advisors, Inc 320.00%0.00%0.00%Q3 2021Q4 20225
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q4 2020Q1 20225
STRS OHIO 210.00%0.00%0.00%Q3 2014Q3 20205
BLB&B Advisors, LLC 550.01%0.01%0.02%Q3 2017Q3 20185
Penserra Capital Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
MIZUHO SECURITIES USA LLC 210.00%0.03%0.08%Q3 2014Q3 20205
State of New Jersey Common Pension Fund D 550.01%0.01%0.02%Q2 2020Q2 20215
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
Jump Financial, LLC 310.00%0.02%0.04%Q1 2021Q3 20225
Concord Wealth Partners 550.00%0.00%0.00%Q1 2021Q1 20225
Bayesian Capital Management, LP 310.04%0.15%0.48%Q2 2016Q1 20215
Allworth Financial LP 310.00%0.00%0.00%Q3 2018Q3 20234
Assured Investment Management LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Triatomic Management LP 440.23%0.40%0.69%Q1 2022Q4 20224
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.00%Q3 2021Q4 20224
EMFO, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
COLONY GROUP LLC 440.00%0.00%0.00%Q1 2015Q4 20154
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Coatue Management 440.12%0.29%0.65%Q2 2020Q1 20214
FRANKLIN RESOURCES INC 440.00%0.00%0.00%Q4 2022Q3 20234
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2020Q3 20214
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
SG3 Management, LLC 210.01%0.03%0.04%Q2 2018Q3 20204
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.01%0.02%Q3 2014Q2 20164
Goodwin Investment Advisory 440.00%0.00%0.00%Q1 2021Q4 20214
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.04%0.06%Q4 2015Q1 20184
Asset Dedication, LLC 440.00%0.01%0.01%Q1 2016Q4 20164
Prime Capital Investment Advisors, LLC 310.00%0.00%0.00%Q1 2020Q3 20234
Skaana Management L.P. 210.00%0.09%0.18%Q4 2021Q4 20224
Centiva Capital, LP 310.00%0.01%0.01%Q3 2020Q2 20234
Arlington Capital Management, Inc. 440.01%0.02%0.05%Q4 2022Q3 20234
Beck Bode, LLC 210.01%0.01%0.01%Q3 2020Q1 20234
FOX RUN MANAGEMENT, L.L.C. 210.03%0.06%0.12%Q2 2016Q4 20214
CAAS CAPITAL MANAGEMENT LP 440.01%0.01%0.01%Q1 2021Q4 20214
Running Point Capital Advisors, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
Kessler Investment Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Gotham Asset Management, LLC 210.00%0.02%0.07%Q4 2015Q4 20224
Bellevue Asset Management AG 440.23%0.27%0.34%Q1 2015Q4 20154
Quantamental Technologies LLC 440.01%0.01%0.03%Q4 2018Q3 20194
ALPS ADVISORS INC 440.02%0.03%0.03%Q4 2020Q3 20214
Point72 Asset Management, L.P. 310.00%0.00%0.00%Q3 2020Q3 20234
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20214
Atlas Private Wealth Advisors 440.00%0.00%0.00%Q2 2020Q1 20214
Catalyst Capital Advisors LLC 440.06%0.24%0.45%Q3 2014Q2 20154
Piermont Capital Management Inc. 440.03%0.05%0.07%Q3 2017Q2 20184
PURA VIDA INVESTMENTS, LLC 210.01%0.06%0.10%Q2 2020Q1 20214
MCF Advisors LLC 220.00%0.00%0.00%Q2 2021Q2 20224
Kestra Advisory Services, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
JT Stratford LLC 330.10%0.20%0.36%Q2 2020Q4 20203
Lowe Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Verition Fund Management LLC 210.00%0.00%0.00%Q1 2021Q3 20233
MARTINGALE ASSET MANAGEMENT L P 330.00%0.00%0.00%Q2 2021Q4 20213
FineMark National Bank & Trust 330.00%0.00%0.00%Q2 2016Q4 20163
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
CAXTON ASSOCIATES LP 330.03%0.06%0.10%Q3 2022Q1 20233
DIALECTIC CAPITAL MANAGEMENT, LP 210.10%0.42%1.02%Q1 2016Q4 20163
Quilter Plc 330.01%0.01%0.01%Q2 2020Q4 20203
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Patten Group, Inc. 330.00%0.00%0.00%Q1 2017Q3 20173
Blueshift Asset Management, LLC 330.02%0.05%0.06%Q2 2020Q4 20203
Y-Intercept (Hong Kong) Ltd 110.01%0.03%0.04%Q2 2021Q2 20233
WealthPLAN Partners, LLC 220.00%0.01%0.01%Q2 2016Q3 20163
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.01%0.03%Q2 2020Q4 20203
Engineers Gate Manager LP 110.01%0.01%0.02%Q3 2017Q4 20213
Knoll Capital Management, LLC 330.30%0.39%0.49%Q2 2014Q4 20143
Alpine Global Management, LLC 110.01%0.03%0.05%Q3 2020Q4 20223
Rathbones Group PLC 330.00%0.00%0.01%Q2 2020Q4 20203
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q2 2022Q3 20233
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 330.02%0.03%0.04%Q2 2019Q4 20193
Amundi 330.00%0.00%0.00%Q3 2022Q1 20233
MACKAY SHIELDS LLC 210.01%0.01%0.02%Q2 2020Q1 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
ALGERT GLOBAL LLC 210.01%0.04%0.09%Q4 2015Q4 20213
Skandinaviska Enskilda Banken AB (publ) 330.00%0.00%0.01%Q1 2020Q3 20203
Bellwether Investment Group, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
Banco BTG Pactual S.A. 330.06%0.08%0.12%Q1 2021Q3 20213
PDT Partners, LLC 210.00%0.01%0.02%Q2 2014Q2 20213
Strategic Wealth Management Group, LLC 330.13%0.22%0.40%Q1 2020Q3 20203
PEAK6 Group LLC 220.00%0.00%0.00%Q1 2015Q2 20153
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.01%0.03%Q1 2015Q3 20153
OPPENHEIMER & CO INC 210.00%0.00%0.00%Q2 2021Q1 20223
Alyeska Investment Group, L.P. 330.01%0.01%0.01%Q3 2017Q1 20183
GLOBEFLEX CAPITAL L P 210.18%0.22%0.25%Q2 2015Q2 20163
Neo Ivy Capital Management 210.01%0.01%0.02%Q2 2020Q3 20213
Allspring Global Investments Holdings, LLC 210.00%0.00%0.00%Q4 2021Q2 20233
Acrospire Investment Management LLC 330.03%0.05%0.08%Q1 2016Q3 20163
Baystate Wealth Management LLC 210.00%0.00%0.00%Q1 2020Q2 20223
Camber Capital Management LP 330.15%0.18%0.23%Q3 2014Q1 20153
Arkadios Wealth Advisors 210.00%0.00%0.00%Q2 2021Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
ENVESTNET ASSET MANAGEMENT INC 210.00%0.00%0.00%Q3 2022Q3 20233
EDMOND DE ROTHSCHILD HOLDING S.A. 330.01%0.02%0.03%Q2 2020Q4 20203
Pine Valley Investments Ltd Liability Co 330.00%0.00%0.00%Q1 2023Q3 20233
Candriam S.C.A. 210.00%0.01%0.03%Q2 2017Q1 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Cheyne Capital Management (UK) LLP 330.10%0.24%0.42%Q1 2015Q3 20153
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.01%Q4 2014Q1 20223
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Cetera Advisors LLC 330.02%0.02%0.03%Q1 2016Q3 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Spire Wealth Management 330.00%0.00%0.00%Q1 2021Q3 20213
MCMILLION CAPITAL MANAGEMENT INC 210.00%0.00%0.00%Q4 2020Q3 20223
LMR Partners LLP 210.00%0.00%0.00%Q2 2020Q1 20213
Mirae Asset Global Investments Co., Ltd. 210.00%0.00%0.00%Q4 2021Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.01%Q2 2014Q4 20143
Compass Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q4 2020Q3 20233
NOMURA HOLDINGS INC 330.00%0.00%0.00%Q2 2014Q4 20143
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.00%0.02%0.02%Q1 2021Q3 20213
EMC Capital Management 220.10%0.14%0.18%Q4 2020Q1 20212
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2020Q4 20202
Golden Green, Inc. 220.09%0.19%0.29%Q4 2020Q1 20212
AXA S.A. 220.00%0.00%0.01%Q2 2016Q3 20162
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
ClariVest Asset Management LLC 220.02%0.03%0.05%Q2 2020Q3 20202
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.01%0.16%0.32%Q3 2014Q4 20152
Inspire Investing, LLC 110.00%0.00%0.00%Q4 2017Q1 20202
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2015Q3 20152
SeaCrest Wealth Management, LLC 220.03%0.04%0.05%Q1 2020Q2 20202
MURPHY CAPITAL MANAGEMENT INC 220.01%0.02%0.02%Q1 2015Q2 20152
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q1 20232
Retirement Group, LLC 110.01%0.02%0.02%Q2 2020Q1 20212
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q4 20172
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2018Q2 20192
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 220.00%0.00%0.01%Q3 2020Q4 20202
DC Investments Management, LLC 220.82%0.94%1.05%Q2 2020Q3 20202
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
STANSBERRY ASSET MANAGEMENT, LLC 220.20%0.23%0.25%Q4 2017Q1 20182
State of Wyoming 220.00%0.00%0.00%Q1 2021Q2 20212
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q2 2018Q3 20182
DAVENPORT & Co LLC 220.00%0.00%0.00%Q2 2019Q3 20192
FNY Investment Advisers, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
EAM Investors, LLC 220.15%0.15%0.15%Q1 2016Q2 20162
CIBC Asset Management Inc 220.00%0.00%0.00%Q4 2021Q1 20222
WEALTHFRONT Corp 220.00%0.00%0.00%Q1 2015Q2 20152
Simplicity Solutions, LLC 110.00%0.00%0.01%Q2 2020Q1 20232
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
GMT CAPITAL CORP 220.02%0.02%0.03%Q2 2023Q3 20232
Allied Investment Advisors, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
Private Portfolio Partners LLC 110.02%0.04%0.07%Q2 2021Q4 20212
Brainard Capital Management LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.01%Q4 2020Q1 20212
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q3 2017Q3 20192
Point72 Middle East FZE 220.00%0.00%0.01%Q1 2023Q2 20232
Laurion Capital Management LP 110.00%0.00%0.00%Q1 2018Q2 20232
HM PAYSON & CO 220.00%0.00%0.00%Q2 2020Q3 20202
Ensign Peak Advisors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Ergoteles LLC 110.01%0.03%0.05%Q4 2021Q2 20232
Numeric Investors LLC 220.01%0.01%0.02%Q3 2017Q4 20172
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2022Q3 20222
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q1 2020Q2 20202
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
NATIXIS 110.00%0.00%0.00%Q4 2020Q2 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2020Q3 20202
MAVERICK CAPITAL LTD 220.01%0.01%0.01%Q2 2020Q3 20202
Graham Capital Management, L.P. 110.00%0.00%0.00%Q3 2022Q1 20232
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q4 2020Q3 20212
Olympiad Research LP 220.01%0.01%0.02%Q2 2022Q3 20222
Parametrica Management Ltd 220.06%0.07%0.08%Q3 2021Q4 20212
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
LANDAAS & CO /WI /ADV 220.00%0.00%0.00%Q3 2017Q4 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2020Q4 20202
True Wealth Design, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Red Door Wealth Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Pinnacle Holdings, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
BlueCrest Capital Management Ltd 110.00%0.00%0.00%Q2 2017Q1 20182
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20202
Blue Clay Capital Management, LLC 220.14%0.14%0.14%Q2 2016Q3 20162
PEAK6 Investments LLC 110.00%0.00%0.00%Q3 2018Q3 20182
Vanguard Personalized Indexing Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
tru Independence LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2020Q2 20201
MARSHALL WACE, LLP 110.03%0.03%0.03%Q1 2021Q1 20211
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Enlightenment Research, LLC 110.47%0.47%0.47%Q3 2020Q3 20201
VIRGINIA RETIREMENT SYSTEMS ET AL 110.00%0.00%0.00%Q3 2017Q3 20171
Tekla Capital Management LLC 110.21%0.21%0.21%Q2 2020Q2 20201
PDS Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Dynamic Advisor Solutions LLC 110.00%0.00%0.00%Q1 2023Q1 20231
F3Logic, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Private Capital Advisors, Inc. 110.09%0.09%0.09%Q2 2017Q2 20171
Think Investments LP 110.43%0.43%0.43%Q4 2020Q4 20201
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q2 2020Q2 20201
Palo Capital, Inc. 110.08%0.08%0.08%Q3 2015Q3 20151
AQR Arbitrage LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GREAT POINT PARTNERS LLC 110.61%0.61%0.61%Q2 2014Q2 20141
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Investors Research Corp 110.00%0.00%0.00%Q1 2022Q1 20221
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q3 2021Q3 20211
OLD MISSION CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Banco Santander, S.A. 110.00%0.00%0.00%Q2 2020Q2 20201
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.02%0.02%Q3 2020Q3 20201
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Ikarian Capital, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
CTC Alternative Strategies, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Diametric Capital, LP 110.02%0.02%0.02%Q2 2022Q2 20221
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
HBW ADVISORY SERVICES LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Cowen Prime Services LLC 110.01%0.01%0.01%Q2 2020Q2 20201
M&T BANK CORP 110.00%0.00%0.00%Q3 2014Q3 20141
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2016Q1 20161
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pembroke Management, LTD 110.01%0.01%0.01%Q4 2018Q4 20181
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
UNITED MARITIME CAPITAL LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Wellington Shields & Co., LLC 110.14%0.14%0.14%Q3 2018Q3 20181
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Soros Fund Management 110.01%0.01%0.01%Q2 2020Q2 20201
ESSEX INVESTMENT MANAGEMENT CO LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.23%0.23%0.23%Q2 2020Q2 20201
Avidity Partners Management LP 111.03%1.03%1.03%Q1 2021Q1 20211
Perennial Investment Advisors, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
MEANS INVESTMENT CO., INC. 110.00%0.00%0.00%Q3 2023Q3 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.05%0.05%0.05%Q1 2018Q1 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2020Q1 20201
XTX Topco Ltd 110.03%0.03%0.03%Q2 2021Q2 20211
Affinity Asset Advisors, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
ETRADE Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WEDBUSH SECURITIES INC 110.00%0.00%0.00%Q3 2019Q3 20191
ASSETMARK, INC 110.00%0.00%0.00%Q4 2014Q4 20141
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2022Q4 20221
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q2 2020Q2 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2014Q3 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
NumerixS Investment Technologies Inc 110.02%0.02%0.02%Q4 2017Q4 20171
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PROFUND ADVISORS LLC 110.02%0.02%0.02%Q1 2023Q1 20231
PROFESSIONAL PLANNING 110.23%0.23%0.23%Q2 2020Q2 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Monaco Asset Management SAM 110.23%0.23%0.23%Q3 2020Q3 20201
Lake Point Wealth Management 110.00%0.00%0.00%Q1 2020Q1 20201
Nuveen Fund Advisors, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST QUADRANT LLC/CA 110.03%0.03%0.03%Q3 2021Q3 20211
Marshall Wace North America L.P. 110.01%0.01%0.01%Q1 2021Q1 20211
MONETARY MANAGEMENT GROUP INC 110.01%0.01%0.01%Q2 2020Q2 20201
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q3 2020Q3 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Visium Asset Management, LP 110.00%0.00%0.00%Q1 2015Q1 20151
NEXPOINT ASSET MANAGEMENT, L.P. 110.12%0.12%0.12%Q3 2021Q3 20211
RPg Family Wealth Advisory, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
VR Adviser, LLC 115.84%5.84%5.84%Q1 2020Q1 20201
Brookstone Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Schubert & Co 110.00%0.00%0.00%Q4 2021Q4 20211
Gladstone Institutional Advisory LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Investors Financial Group, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
QS Investors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WealthStone, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
FSA Wealth Management LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Atom Investors LP 110.19%0.19%0.19%Q3 2020Q3 20201
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Aquatic Capital Management LLC 110.02%0.02%0.02%Q1 2022Q1 20221
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
TFS CAPITAL LLC 110.23%0.23%0.23%Q4 2015Q4 20151
FORTALEZA ASSET MANAGEMENT INC/ 110.08%0.08%0.08%Q4 2014Q4 20141
AIGEN INVESTMENT MANAGEMENT, LP 110.05%0.05%0.05%Q2 2020Q2 20201
Clarus Wealth Advisors 110.37%0.37%0.37%Q2 2020Q2 20201
North Fourth Asset Management, LP 110.37%0.37%0.37%Q2 2020Q2 20201
Financial Advocates Investment Management 110.05%0.05%0.05%Q3 2022Q3 20221
Taconic Capital Advisors LP 110.21%0.21%0.21%Q3 2020Q3 20201
CLINTON GROUP INC 110.01%0.01%0.01%Q2 2016Q2 20161
NEXTHERA CAPITAL LP 110.57%0.57%0.57%Q4 2015Q4 20151
Wellington Shields Capital Management, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
M Holdings Securities, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Hutchin Hill Capital, LP 110.02%0.02%0.02%Q4 2017Q4 20171
BRIGHTON JONES LLC 110.02%0.02%0.02%Q2 2020Q2 20201
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q2 2020Q2 20201
Bridgefront Capital, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PFS Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
APG Asset Management N.V. 110.00%0.00%0.00%Q2 2021Q2 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q2 2020Q2 20201
Accel Wealth Management 110.00%0.00%0.00%Q4 2020Q4 20201
Avion Wealth 110.00%0.00%0.00%Q2 2023Q2 20231
Apriem Advisors 110.00%0.00%0.00%Q2 2016Q2 20161
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Anson Funds Management LP 110.16%0.16%0.16%Q3 2020Q3 20201
Flagship Private Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
FNY Managed Accounts LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Smith Anglin Financial, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Poehling Capital Management, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Mizuho Securities Co. Ltd. 110.01%0.01%0.01%Q2 2019Q2 20191
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
WELD CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Sante Capital Fund, LP 110.44%0.44%0.44%Q2 2021Q2 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Archer Investment Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
External links

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