Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 79 |
Citadel Advisors | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 61 |
Cutler Group LLC / CA | 17 | 7 | 0.00% | 0.00% | 0.04% | Q3 2016 | Q3 2023 | 51 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 48 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 40 |
HAP Trading, LLC | 24 | 24 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 39 |
DEUTSCHE BANK AG\ | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 38 |
CREDIT SUISSE AG/ | 30 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 38 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 38 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 37 |
Walleye Trading LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 37 |
VANGUARD GROUP INC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
STATE STREET CORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Baker Brothers Advisors | 35 | 35 | 0.01% | 0.76% | 2.61% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Rock Springs Capital Management LP | 35 | 35 | 0.01% | 0.69% | 1.85% | Q1 2015 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 4 | 0.00% | 0.01% | 0.14% | Q1 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 28 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
AMERICAN INTERNATIONAL GROUP, INC. | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
HighTower Advisors, LLC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 34 |
Redmile Group, LLC | 18 | 14 | 0.07% | 0.73% | 2.66% | Q1 2015 | Q3 2023 | 32 |
Creative Planning | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 31 |
TRUST CO OF VERMONT | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
BARCLAYS PLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
LPL Financial LLC | 28 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 29 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 30 |
Caption Management, LLC | 11 | 3 | 0.00% | 0.05% | 0.84% | Q2 2019 | Q4 2022 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 28 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 28 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 28 |
ARK Investment Management | 24 | 3 | 0.15% | 2.67% | 7.76% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
OneDigital Investment Advisors LLC | 14 | 1 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q4 2022 | 27 |
GAMCO INVESTORS, INC. ET AL | 26 | 26 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 26 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q2 2022 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Teton Advisors, Inc. | 25 | 25 | 0.00% | 0.09% | 0.26% | Q1 2017 | Q1 2023 | 25 |
STATE OF WISCONSIN INVESTMENT BOARD | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 24 |
Perceptive Advisors | 13 | 5 | 0.09% | 0.75% | 3.27% | Q1 2015 | Q1 2022 | 24 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q2 2023 | 24 |
Parallel Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 24 |
Swiss National Bank | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
US BANCORP \DE\ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 23 |
Snowden Capital Advisors LLC | 15 | 8 | 0.00% | 0.24% | 0.64% | Q4 2017 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.10% | Q1 2015 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 23 | 23 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GILDER GAGNON HOWE & CO LLC | 21 | 21 | 0.00% | 0.79% | 1.90% | Q3 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 9 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 21 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2023 | 21 |
Nikko Asset Management Americas, Inc. | 21 | 21 | 0.00% | 1.65% | 4.67% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Casdin Capital, LLC | 19 | 1 | 0.12% | 6.84% | 17.54% | Q4 2015 | Q1 2023 | 20 |
AMALGAMATED BANK | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Draper Asset Management, LLC | 12 | 12 | 0.00% | 0.13% | 0.53% | Q4 2020 | Q3 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.01% | 0.15% | 0.33% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 18 |
Invesco Ltd. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2021 | 18 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
SHELTON CAPITAL MANAGEMENT | 18 | 18 | 0.02% | 0.10% | 0.23% | Q2 2018 | Q3 2022 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Rafferty Asset Management, LLC | 17 | 17 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q1 2023 | 17 |
CIBC WORLD MARKET INC. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Orbimed Advisors | 17 | 17 | 0.03% | 0.09% | 0.26% | Q1 2015 | Q1 2019 | 17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 | 2 | 0.01% | 0.12% | 0.28% | Q1 2019 | Q3 2023 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Tradewinds Capital Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
STRS OHIO | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
Russell Investments Group, Ltd. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q1 2019 | 17 |
Sigma Planning Corp | 12 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q1 2023 | 17 |
OPPENHEIMER & CO INC | 11 | 6 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 15 | 1 | 0.00% | 0.09% | 0.26% | Q4 2017 | Q3 2022 | 16 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
HM PAYSON & CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.01% | 0.14% | 0.27% | Q4 2018 | Q3 2022 | 16 |
Man Group plc | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 16 |
Profit Investment Management, LLC | 16 | 16 | 0.05% | 2.15% | 3.93% | Q1 2019 | Q4 2022 | 16 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GABELLI FUNDS LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 15 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PDT Partners, LLC | 8 | 1 | 0.01% | 0.08% | 0.26% | Q2 2015 | Q3 2022 | 14 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 14 |
DUPONT CAPITAL MANAGEMENT CORP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 14 |
IHT Wealth Management, LLC | 13 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 12 | 2 | 0.00% | 0.02% | 0.15% | Q2 2019 | Q1 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 14 |
NORGES BANK | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Knights of Columbus Asset Advisors LLC | 14 | 14 | 0.00% | 0.11% | 0.29% | Q4 2019 | Q1 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
PANAGORA ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 13 |
TOTH FINANCIAL ADVISORY CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.09% | 0.42% | 1.13% | Q4 2020 | Q4 2023 | 13 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.03% | 0.19% | Q3 2020 | Q1 2023 | 13 |
Longitude (Cayman) Ltd. | 7 | 4 | 0.12% | 1.13% | 2.40% | Q4 2020 | Q3 2023 | 13 |
Arizona State Retirement System | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
Merit Financial Group, LLC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Atika Capital Management LLC | 7 | 1 | 0.00% | 0.41% | 0.88% | Q1 2019 | Q3 2021 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
TWO SIGMA ADVISERS, LP | 4 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q1 2021 | 13 |
Larson Financial Group LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
FAIRFIELD, BUSH & CO. | 13 | 13 | 0.00% | 0.10% | 0.26% | Q3 2020 | Q3 2023 | 13 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 12 |
ADIRONDACK TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AQR Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 12 |
SteelPeak Wealth, LLC | 7 | 7 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q1 2022 | 12 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2021 | 12 |
Camber Capital Management LP | 12 | 12 | 0.48% | 0.99% | 1.64% | Q1 2015 | Q4 2017 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.09% | 0.40% | Q2 2017 | Q3 2022 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q2 2023 | 12 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 8 | 1 | 0.05% | 0.35% | 0.84% | Q1 2015 | Q1 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 12 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 12 |
JENNISON ASSOCIATES LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 12 |
MACKENZIE FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Evolution Wealth Advisors, LLC | 8 | 3 | 0.01% | 0.12% | 0.34% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 5 | 2 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q2 2019 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Bullseye Asset Management LLC | 11 | 11 | 0.05% | 0.29% | 0.52% | Q4 2019 | Q2 2022 | 11 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Impact Advisors, LLC | 6 | 5 | 0.14% | 0.75% | 2.82% | Q3 2020 | Q2 2023 | 11 |
ROYCE & ASSOCIATES LP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 11 |
COREPATH WEALTH PARTNERS LLC | 11 | 11 | 0.01% | 0.12% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
BOURNE LENT ASSET MANAGEMENT INC | 11 | 11 | 0.10% | 0.39% | 0.82% | Q1 2021 | Q3 2023 | 11 |
State of New Jersey Common Pension Fund D | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Crestone Asset Management LLC | 11 | 11 | 0.00% | 0.08% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 10 |
State of Wyoming | 6 | 4 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.01% | 0.19% | 0.62% | Q4 2020 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 10 |
ClearBridge Investments | 10 | 10 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q4 2021 | 10 |
KBC Group NV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Verity Asset Management, Inc. | 6 | 1 | 0.07% | 0.10% | 0.17% | Q3 2015 | Q4 2018 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q1 2019 | Q2 2022 | 10 |
Newbridge Financial Services Group, Inc. | 6 | 4 | 0.00% | 0.04% | 0.19% | Q3 2020 | Q1 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
QUADRANT CAPITAL GROUP LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
Sugarloaf Wealth Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q4 2022 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q4 2021 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Seelaus Asset Management LLC | 10 | 10 | 0.11% | 0.36% | 0.59% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Avitas Wealth Management LLC | 10 | 10 | 0.12% | 0.17% | 0.25% | Q4 2018 | Q1 2021 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2010 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 10 |
Pine Ridge Advisers LLC | 10 | 10 | 0.01% | 0.12% | 0.35% | Q4 2020 | Q1 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 9 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 9 |
GLENMEDE TRUST CO NA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 9 |
Engineers Gate Manager LP | 2 | 1 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.47% | 1.01% | Q1 2019 | Q1 2022 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.14% | Q3 2018 | Q2 2022 | 9 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 9 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
Alphabet Inc. | 9 | 9 | 0.01% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q3 2021 | 9 |
SALEM INVESTMENT COUNSELORS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MOODY ALDRICH PARTNERS LLC | 9 | 9 | 0.30% | 0.76% | 1.40% | Q3 2019 | Q3 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 9 |
Clearwater Capital Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 9 |
SHELL ASSET MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Deuterium Capital Management, LLC | 8 | 8 | 0.04% | 0.13% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Nan Fung Group Holdings Ltd | 8 | 8 | 0.01% | 0.52% | 1.52% | Q2 2021 | Q1 2023 | 8 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.09% | 0.34% | Q1 2015 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.01% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMERICAN CENTURY COMPANIES INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Sculptor Capital LP | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 8 |
Ensign Peak Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.16% | 0.47% | Q2 2020 | Q1 2022 | 8 |
Independent Advisor Alliance | 8 | 8 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Procyon Advisors, LLC | 6 | 2 | 0.01% | 0.09% | 0.14% | Q2 2020 | Q2 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIXIS | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Capital Wealth Alliance, LLC | 8 | 8 | 0.09% | 0.76% | 2.40% | Q4 2020 | Q3 2022 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q1 2021 | 8 |
ATLAS CAPITAL ADVISORS LLC | 8 | 8 | 0.02% | 0.14% | 0.27% | Q4 2020 | Q3 2022 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.00% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 8 |
AVIVA PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
BlackRock Group LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
SECTORAL ASSET MANAGEMENT INC | 4 | 1 | 0.05% | 0.75% | 1.66% | Q1 2015 | Q4 2021 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2016 | 8 |
XPONANCE, INC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
CI INVESTMENTS INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Caprock Group, LLC | 7 | 1 | 0.03% | 0.07% | 0.14% | Q3 2017 | Q3 2021 | 8 |
Virtu Financial LLC | 3 | 1 | 0.00% | 0.11% | 0.30% | Q3 2019 | Q1 2023 | 8 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Mizuho Securities Co. Ltd. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2022 | 7 |
Operose Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2019 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q1 2021 | 7 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.08% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Itau Unibanco Holding S.A. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
HARBOR CAPITAL ADVISORS, INC. | 7 | 7 | 0.03% | 0.12% | 0.27% | Q2 2022 | Q4 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 7 | 0.03% | 0.66% | 1.28% | Q1 2021 | Q3 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
XTX Topco Ltd | 7 | 7 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Baillie Gifford | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 7 |
NIA IMPACT ADVISORS, LLC | 7 | 7 | 0.01% | 0.44% | 1.33% | Q3 2021 | Q1 2023 | 7 |
Certified Advisory Corp | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Meridian Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 7 |
HighVista Strategies LLC | 7 | 7 | 0.38% | 0.54% | 0.85% | Q3 2020 | Q1 2022 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
ALGERT GLOBAL LLC | 4 | 1 | 0.04% | 0.36% | 1.00% | Q3 2018 | Q4 2021 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
EverSource Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Vident Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
BSW Wealth Partners | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 7 |
Atom Investors LP | 4 | 1 | 0.06% | 0.29% | 0.88% | Q1 2019 | Q4 2021 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 7 |
Spearhead Capital Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q4 2021 | 7 |
FARALLON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.05% | 0.16% | 0.22% | Q1 2019 | Q3 2020 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 3 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Quinn Opportunity Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Daiwa SB Investments Ltd. | 7 | 7 | 0.04% | 0.51% | 0.90% | Q3 2017 | Q1 2019 | 7 |
Donald L. Hagan, LLC | 6 | 6 | 0.06% | 0.10% | 0.13% | Q1 2017 | Q2 2018 | 6 |
EAM Investors, LLC | 3 | 3 | 0.22% | 0.43% | 0.90% | Q3 2018 | Q4 2020 | 6 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
Graham Capital Management, L.P. | 4 | 2 | 0.05% | 0.11% | 0.17% | Q4 2020 | Q1 2023 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2022 | 6 |
MIC Capital Management UK LLP | 6 | 6 | 0.04% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Sowell Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
OTA Financial Group L.P. | 4 | 2 | 0.30% | 0.89% | 1.91% | Q1 2020 | Q4 2021 | 6 |
SevenBridge Financial Group, LLC | 6 | 6 | 0.03% | 0.21% | 0.50% | Q2 2021 | Q3 2022 | 6 |
Aperio Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
PICTET ASSET MANAGEMENT LTD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q2 2021 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
One Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.04% | 0.11% | Q3 2021 | Q4 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Cable Hill Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 6 |
Sonora Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 6 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.59% | 0.96% | 1.53% | Q2 2020 | Q3 2021 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Jump Financial, LLC | 2 | 1 | 0.00% | 0.07% | 0.20% | Q3 2020 | Q2 2023 | 6 |
Aequim Alternative Investments LP | 6 | 6 | 0.15% | 0.39% | 0.67% | Q4 2019 | Q1 2021 | 6 |
GAM Holding AG | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Spark Investment Management LLC | 3 | 1 | 0.01% | 0.20% | 0.54% | Q2 2017 | Q2 2019 | 6 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SANDERS MORRIS HARRIS LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Integrated Investment Consultants, LLC | 4 | 2 | 0.15% | 0.42% | 1.07% | Q3 2019 | Q1 2021 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.05% | 0.26% | Q4 2020 | Q4 2021 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q2 2021 | 5 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 5 |
Fiera Capital Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
K.J. Harrison & Partners Inc | 3 | 1 | 0.03% | 0.11% | 0.21% | Q4 2019 | Q3 2021 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
EAGLE ASSET MANAGEMENT INC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.15% | 0.28% | 0.38% | Q2 2020 | Q2 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.07% | 0.24% | Q4 2019 | Q4 2022 | 5 |
ACUTA CAPITAL PARTNERS, LLC | 4 | 4 | 0.13% | 0.35% | 0.89% | Q1 2017 | Q4 2017 | 5 |
Realta Investment Advisors | 4 | 1 | 0.18% | 0.32% | 0.53% | Q1 2019 | Q2 2020 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 0.11% | 0.16% | 0.23% | Q3 2020 | Q3 2021 | 5 |
Vigilare Wealth Management | 3 | 1 | 0.01% | 0.21% | 0.36% | Q2 2021 | Q1 2023 | 5 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2022 | 5 |
AlphaCrest Capital Management LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q4 2021 | 5 |
STEPHENS INC /AR/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.01% | 0.08% | 0.24% | Q4 2018 | Q4 2021 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
LORD, ABBETT & CO. LLC | 3 | 2 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2020 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q4 2021 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Artisan Partners Limited Partnership | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 4 | 1 | 0.09% | 0.33% | 0.73% | Q4 2019 | Q2 2021 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Monashee Investment Management LLC | 1 | 1 | 0.34% | 0.48% | 0.67% | Q1 2015 | Q1 2019 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.09% | 0.18% | 0.22% | Q1 2021 | Q4 2021 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Neo Ivy Capital Management | 2 | 2 | 0.04% | 0.06% | 0.11% | Q2 2020 | Q3 2021 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.00% | 0.07% | 0.16% | Q1 2019 | Q4 2021 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Private Wealth Partners, LLC | 2 | 2 | 0.18% | 0.50% | 1.13% | Q3 2017 | Q3 2018 | 4 |
PURA VIDA INVESTMENTS, LLC | 2 | 1 | 0.05% | 0.33% | 0.60% | Q2 2020 | Q1 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.20% | 0.36% | Q3 2017 | Q4 2021 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Spouting Rock Asset Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q4 2021 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.22% | 0.49% | 0.78% | Q4 2020 | Q3 2021 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Elequin Capital, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
AH Equity Partners Bio II, L.L.C. | 4 | 4 | 2.00% | 4.72% | 9.30% | Q4 2021 | Q3 2022 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Tygh Capital Management, Inc. | 4 | 4 | 0.28% | 0.37% | 0.49% | Q3 2020 | Q2 2021 | 4 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ma Investment Partnership, LP | 4 | 4 | 0.78% | 1.10% | 1.40% | Q4 2020 | Q3 2021 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Bridgewater Associates | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.50% | 0.95% | Q4 2020 | Q3 2021 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.20% | 0.23% | Q3 2020 | Q2 2021 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.02% | 0.24% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q1 2021 | 4 |
Seaport Global Advisors, LLC | 4 | 4 | 0.12% | 0.41% | 0.72% | Q1 2022 | Q4 2022 | 4 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.10% | 0.29% | Q3 2015 | Q2 2017 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.30% | 0.36% | 0.41% | Q1 2019 | Q4 2019 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2021 | 4 |
EAM Global Investors LLC | 3 | 3 | 0.84% | 0.96% | 1.11% | Q3 2018 | Q1 2019 | 3 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 3 | 3 | 0.08% | 0.14% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WEALTH EFFECTS LLC | 3 | 3 | 0.07% | 0.20% | 0.36% | Q4 2021 | Q2 2022 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
BERYLSON CAPITAL PARTNERS, LLC | 3 | 3 | 0.75% | 1.02% | 1.50% | Q4 2020 | Q2 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q4 2018 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.15% | 0.18% | 0.20% | Q3 2019 | Q1 2020 | 3 |
Aries Wealth Management | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q4 2022 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 0.32% | 0.40% | 0.52% | Q3 2020 | Q1 2021 | 3 |
Ergoteles LLC | 3 | 3 | 0.05% | 0.13% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.36% | 1.01% | Q4 2019 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.09% | 0.19% | 0.33% | Q3 2019 | Q1 2020 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.04% | 0.15% | 0.24% | Q3 2022 | Q1 2023 | 3 |
Maryland Capital Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
BARD ASSOCIATES INC | 3 | 3 | 0.16% | 0.24% | 0.32% | Q4 2017 | Q2 2018 | 3 |
Asymmetry Capital Management, L.P. | 2 | 1 | 1.62% | 2.50% | 3.19% | Q3 2017 | Q3 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Phocas Financial Corp. | 3 | 3 | 0.20% | 0.33% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Malaga Cove Capital, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q4 2018 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ionic Capital Management LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q1 2023 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 3 |
Indie Asset Partners, LLC | 3 | 3 | 0.21% | 0.35% | 0.43% | Q4 2020 | Q2 2021 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Parkwood LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
SECOR Capital Advisors, LP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2017 | Q4 2018 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Daiwa Securities Group Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
QS Investors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.18% | 0.50% | 0.78% | Q3 2020 | Q1 2021 | 3 |
First Light Asset Management, LLC | 3 | 3 | 0.48% | 0.55% | 0.64% | Q1 2021 | Q3 2021 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.05% | 0.08% | 0.14% | Q2 2019 | Q3 2022 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2019 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Divergent Planning, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Financial Avengers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Allspring Global Investments Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.27% | 0.50% | 0.88% | Q2 2022 | Q1 2023 | 3 |
Modera Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Alpha Paradigm Partners, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2020 | Q2 2021 | 3 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.08% | 0.40% | 0.92% | Q3 2017 | Q3 2018 | 3 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.22% | 0.52% | Q1 2018 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.11% | 0.19% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Cito Capital Group, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q4 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.09% | 1.00% | 1.91% | Q4 2018 | Q1 2019 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.59% | 0.66% | 0.73% | Q1 2021 | Q2 2021 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Leap Investments LP | 2 | 2 | 0.13% | 0.41% | 0.70% | Q3 2019 | Q4 2019 | 2 |
Warberg Asset Management LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q3 2020 | Q4 2020 | 2 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BAMCO INC /NY/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q2 2022 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q4 2021 | 2 |
Saltoro Capital, LP | 2 | 2 | 0.23% | 0.94% | 1.65% | Q1 2021 | Q2 2021 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Corton Capital Inc. | 2 | 2 | 0.13% | 0.19% | 0.25% | Q1 2022 | Q2 2022 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Polar Capital LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.42% | 2.53% | 2.64% | Q3 2020 | Q2 2021 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q1 2022 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2022 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Paul John Balson | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ally Bridge Group (NY) LLC | 2 | 2 | 1.67% | 2.09% | 2.51% | Q2 2021 | Q3 2021 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2022 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q4 2019 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.08% | 0.13% | 0.19% | Q3 2020 | Q4 2020 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.80% | 0.83% | 0.87% | Q1 2021 | Q2 2021 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q2 2020 | Q4 2020 | 2 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Partners Group Holding AG | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.64% | 0.66% | 0.68% | Q2 2021 | Q3 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2016 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.02% | 2.00% | 2.99% | Q2 2020 | Q2 2020 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.12% | 0.24% | Q2 2021 | Q1 2022 | 2 |
BERKSHIRE CAPITAL HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOBAM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Orin Green Financial, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
EMORY UNIVERSITY | 2 | 2 | 2.11% | 2.80% | 3.49% | Q2 2015 | Q3 2015 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
EFG Asset Management (North America) Corp. | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q1 2022 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
1623 Capital LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PROFUND ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.27% | 0.31% | 0.34% | Q2 2020 | Q4 2020 | 2 |
Silvant Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Qtron Investments LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q1 2019 | Q2 2019 | 2 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 2 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Ikarian Capital, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NKCFO LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q4 2020 | Q4 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2020 | Q2 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
12 West Capital Management LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2018 | Q3 2018 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Opaleye Management Inc. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2019 | Q1 2019 | 1 |
CVI Holdings, LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q1 2018 | Q1 2018 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2021 | Q3 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stonepine Capital Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atlas Principals, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2019 | Q3 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
Hound Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Timpani Capital Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Newman & Schimel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2021 | Q3 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FORA Capital, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 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 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altium Capital Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rayliant Investment Research | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2022 | Q4 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Soleus Capital Management, L.P. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Lee Financial Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PERKINS CAPITAL MANAGEMENT INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2019 | Q1 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Endurant Capital Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2019 | Q1 2019 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Freemont Management S.A. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Park West Asset Management LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2017 | Q4 2017 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Broadfin Capital, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PRICE MICHAEL F | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own INVITAE CORP or have owned INVITAE CORP in the past.