INVITAE CORP shareholder history

Current and past INVITAE CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2810.00%0.00%0.01%Q1 2015Q3 202379
Citadel Advisors 2610.00%0.00%0.01%Q4 2015Q3 202377
WOLVERINE TRADING, LLC 1030.00%0.00%0.02%Q4 2016Q3 202361
Cutler Group LLC / CA 1770.00%0.00%0.04%Q3 2016Q3 202351
CITIGROUP INC 35350.00%0.00%0.01%Q1 2015Q3 202348
UBS Group AG 35350.00%0.00%0.01%Q1 2015Q3 202344
BANK OF AMERICA CORP /DE/ 34340.00%0.00%0.01%Q2 2015Q3 202340
HAP Trading, LLC 24240.00%0.02%0.14%Q4 2017Q3 202340
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.01%Q4 2015Q3 202339
MILLENNIUM MANAGEMENT LLC 1110.00%0.01%0.03%Q1 2015Q3 202339
DEUTSCHE BANK AG\ 35350.00%0.00%0.02%Q1 2015Q3 202338
CREDIT SUISSE AG/ 3010.00%0.00%0.02%Q1 2015Q3 202338
JANE STREET GROUP, LLC 1710.00%0.00%0.01%Q3 2018Q3 202338
D. E. Shaw & Co., Inc. 910.00%0.00%0.03%Q1 2015Q3 202337
Walleye Trading LLC 1210.00%0.01%0.02%Q3 2018Q3 202237
VANGUARD GROUP INC 35350.00%0.00%0.02%Q1 2015Q3 202335
BlackRock Inc. 35350.00%0.00%0.02%Q1 2015Q3 202335
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 35350.00%0.00%0.01%Q1 2015Q3 202335
STATE STREET CORP 35350.00%0.00%0.01%Q1 2015Q3 202335
MORGAN STANLEY 35350.00%0.00%0.01%Q1 2015Q3 202335
Baker Brothers Advisors 35350.01%0.76%2.61%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 35350.00%0.00%0.01%Q1 2015Q3 202335
Rock Springs Capital Management LP 35350.01%0.69%1.85%Q1 2015Q3 202335
Bank of New York Mellon Corp 35350.00%0.00%0.01%Q1 2015Q3 202335
NORTHERN TRUST CORP 35350.00%0.00%0.01%Q1 2015Q3 202335
BNP PARIBAS FINANCIAL MARKETS 2540.00%0.01%0.14%Q1 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.01%Q2 2015Q3 202334
MANUFACTURERS LIFE INSURANCE COMPANY, THE 34340.00%0.00%0.00%Q2 2015Q3 202334
ROYAL BANK OF CANADA 2830.00%0.00%0.00%Q1 2015Q3 202334
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34340.00%0.00%0.02%Q2 2015Q3 202334
AMERICAN INTERNATIONAL GROUP, INC. 34340.00%0.00%0.02%Q2 2015Q3 202334
GEODE CAPITAL MANAGEMENT, LLC 34340.00%0.00%0.02%Q2 2015Q3 202334
HighTower Advisors, LLC 30300.00%0.02%0.06%Q2 2016Q3 202334
Redmile Group, LLC 18140.07%0.73%2.66%Q1 2015Q3 202332
Creative Planning 2410.00%0.00%0.01%Q4 2016Q3 202331
TRUST CO OF VERMONT 1410.00%0.00%0.00%Q2 2015Q3 202331
JPMORGAN CHASE & CO 2420.00%0.00%0.00%Q1 2015Q3 202331
BARCLAYS PLC 2710.00%0.00%0.00%Q1 2015Q3 202331
LPL Financial LLC 2830.00%0.00%0.01%Q3 2015Q3 202331
RHUMBLINE ADVISERS 30300.00%0.00%0.01%Q2 2016Q3 202330
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
VOYA INVESTMENT MANAGEMENT LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
GOLDMAN SACHS GROUP INC 2910.00%0.00%0.02%Q2 2015Q3 202330
Caption Management, LLC 1130.00%0.05%0.84%Q2 2019Q4 202229
WELLINGTON MANAGEMENT GROUP LLP 2440.00%0.01%0.02%Q1 2015Q2 202228
Parallax Volatility Advisers, L.P. 1010.00%0.00%0.01%Q4 2017Q2 202128
METROPOLITAN LIFE INSURANCE CO/NY 2710.00%0.01%0.03%Q2 2016Q3 202328
ARK Investment Management 2430.15%2.67%7.76%Q4 2016Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.01%0.02%Q1 2017Q3 202327
OneDigital Investment Advisors LLC 1410.00%0.04%0.16%Q4 2017Q4 202227
GAMCO INVESTORS, INC. ET AL 26260.00%0.01%0.04%Q1 2017Q2 202326
ALLIANCEBERNSTEIN L.P. 26260.00%0.01%0.07%Q2 2017Q3 202326
WOLVERINE ASSET MANAGEMENT LLC 12120.00%0.01%0.06%Q3 2019Q2 202226
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 25250.00%0.00%0.01%Q3 2017Q3 202325
GREAT WEST LIFE ASSURANCE CO /CAN/ 1690.00%0.00%0.00%Q2 2017Q3 202325
Teton Advisors, Inc. 25250.00%0.09%0.26%Q1 2017Q1 202325
STATE OF WISCONSIN INVESTMENT BOARD 25250.00%0.01%0.02%Q2 2017Q2 202325
UBS ASSET MANAGEMENT AMERICAS INC 24240.00%0.00%0.00%Q3 2017Q2 202324
Perceptive Advisors 1350.09%0.75%3.27%Q1 2015Q1 202224
TWO SIGMA INVESTMENTS, LP 1010.00%0.02%0.10%Q4 2018Q2 202324
Parallel Advisors, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Cubist Systematic Strategies, LLC 1710.00%0.03%0.13%Q1 2015Q3 202324
SIMPLEX TRADING, LLC 1010.00%0.00%0.02%Q3 2016Q3 202324
Swiss National Bank 24240.00%0.00%0.01%Q2 2017Q1 202324
MetLife Investment Management, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.01%Q4 2017Q3 202324
US BANCORP \DE\ 2110.00%0.00%0.00%Q2 2015Q3 202323
Snowden Capital Advisors LLC 1580.00%0.24%0.64%Q4 2017Q3 202323
Tower Research Capital LLC (TRC) 1410.00%0.01%0.10%Q1 2015Q3 202323
VICTORY CAPITAL MANAGEMENT INC 23230.00%0.02%0.10%Q1 2018Q3 202323
FMR LLC 2020.00%0.00%0.00%Q3 2017Q3 202322
PRINCIPAL FINANCIAL GROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GILDER GAGNON HOWE & CO LLC 21210.00%0.79%1.90%Q3 2018Q3 202321
GROUP ONE TRADING, L.P. 930.00%0.01%0.04%Q1 2017Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.00%0.02%Q3 2018Q3 202321
Geneos Wealth Management Inc. 1740.00%0.00%0.01%Q2 2017Q3 202221
Squarepoint Ops LLC 810.00%0.01%0.05%Q4 2016Q2 202321
Nikko Asset Management Americas, Inc. 21210.00%1.65%4.67%Q3 2018Q3 202321
IFP Advisors, Inc 1720.00%0.00%0.01%Q3 2018Q3 202320
Casdin Capital, LLC 1910.12%6.84%17.54%Q4 2015Q1 202320
AMALGAMATED BANK 19190.00%0.01%0.03%Q1 2019Q3 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.06%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.00%0.03%0.08%Q1 2019Q3 202319
Draper Asset Management, LLC 12120.00%0.13%0.53%Q4 2020Q3 202319
Sumitomo Mitsui Trust Holdings, Inc. 19190.01%0.15%0.33%Q1 2019Q3 202319
SIGNATUREFD, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
NISA INVESTMENT ADVISORS, LLC 1810.00%0.00%0.02%Q3 2018Q2 202319
PNC FINANCIAL SERVICES GROUP, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Private Advisor Group, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
American Portfolios Advisors 18180.00%0.02%0.06%Q2 2018Q3 202218
BENJAMIN F. EDWARDS & COMPANY, INC. 1620.00%0.00%0.00%Q2 2017Q4 202218
Invesco Ltd. 1510.00%0.00%0.01%Q2 2015Q3 202318
Advisory Services Network, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 1710.00%0.00%0.01%Q3 2018Q3 202318
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 18180.00%0.00%0.01%Q2 2019Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.00%0.01%Q1 2019Q2 202318
Nuveen Asset Management, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
PATHSTONE FAMILY OFFICE, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
Allianz Asset Management GmbH 710.00%0.00%0.02%Q1 2015Q4 202118
STIFEL FINANCIAL CORP 1710.00%0.00%0.01%Q1 2019Q3 202318
SHELTON CAPITAL MANAGEMENT 18180.02%0.10%0.23%Q2 2018Q3 202218
Raymond James Financial Services Advisors, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Rafferty Asset Management, LLC 17170.00%0.03%0.11%Q1 2019Q1 202317
CIBC WORLD MARKET INC. 1430.00%0.00%0.00%Q2 2019Q3 202317
Orbimed Advisors 17170.03%0.09%0.26%Q1 2015Q1 201917
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1520.01%0.12%0.28%Q1 2019Q3 202317
TIAA CREF INVESTMENT MANAGEMENT LLC 17170.00%0.00%0.01%Q1 2015Q1 201917
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q4 2017Q3 202317
Tradewinds Capital Management, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
AdvisorNet Financial, Inc 1610.00%0.00%0.01%Q4 2017Q3 202317
Mirae Asset Global Investments Co., Ltd. 17170.00%0.04%0.11%Q3 2019Q3 202317
STRS OHIO 1430.00%0.00%0.00%Q1 2015Q3 202317
Russell Investments Group, Ltd. 1520.00%0.00%0.00%Q3 2018Q2 202317
TEACHERS ADVISORS, LLC 17170.00%0.00%0.03%Q1 2015Q1 201917
Sigma Planning Corp 1210.00%0.02%0.05%Q3 2018Q1 202317
OPPENHEIMER & CO INC 1160.00%0.03%0.07%Q2 2019Q3 202317
MACQUARIE GROUP LTD 1510.00%0.09%0.26%Q4 2017Q3 202216
PRUDENTIAL FINANCIAL INC 1420.00%0.00%0.01%Q2 2019Q3 202316
HSBC HOLDINGS PLC 1240.00%0.00%0.00%Q2 2019Q3 202316
HM PAYSON & CO 16160.00%0.00%0.01%Q4 2019Q3 202316
Focused Wealth Management, Inc 16160.01%0.14%0.27%Q4 2018Q3 202216
Man Group plc 710.00%0.01%0.03%Q2 2018Q4 202216
Profit Investment Management, LLC 16160.05%2.15%3.93%Q1 2019Q4 202216
SG Americas Securities, LLC 1310.00%0.00%0.01%Q3 2016Q3 202316
LOS ANGELES CAPITAL MANAGEMENT LLC 1410.00%0.00%0.01%Q1 2019Q3 202315
MEEDER ASSET MANAGEMENT INC 610.00%0.01%0.02%Q4 2016Q4 202215
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
Cambridge Investment Research Advisors, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
GABELLI FUNDS LLC 630.00%0.00%0.00%Q3 2017Q3 202215
PRICE T ROWE ASSOCIATES INC /MD/ 15150.00%0.00%0.01%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
DIMENSIONAL FUND ADVISORS LP 610.00%0.00%0.00%Q2 2016Q4 202215
ProShare Advisors LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
FDx Advisors, Inc. 14140.00%0.02%0.05%Q2 2020Q3 202314
PDT Partners, LLC 810.01%0.08%0.26%Q2 2015Q3 202214
Renaissance Technologies 510.00%0.00%0.01%Q4 2015Q2 202314
DUPONT CAPITAL MANAGEMENT CORP 14140.01%0.02%0.03%Q4 2018Q1 202214
IHT Wealth Management, LLC 1310.00%0.03%0.10%Q1 2018Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1310.00%0.00%0.00%Q3 2018Q1 202214
Handelsbanken Fonder AB 1220.00%0.02%0.15%Q2 2019Q1 202314
Winslow, Evans & Crocker, Inc. 14140.00%0.01%0.02%Q3 2017Q4 202014
NORGES BANK 14140.00%0.01%0.02%Q3 2019Q4 202214
Knights of Columbus Asset Advisors LLC 14140.00%0.11%0.29%Q4 2019Q1 202314
SCOTIA CAPITAL INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
TRUSTCORE FINANCIAL SERVICES, LLC 14140.00%0.00%0.00%Q3 2019Q4 202214
CAPTRUST FINANCIAL ADVISORS 1010.00%0.00%0.00%Q3 2018Q3 202314
Ellevest, Inc. 14140.00%0.01%0.03%Q4 2019Q1 202314
GUGGENHEIM CAPITAL LLC 1210.00%0.02%0.06%Q1 2018Q3 202313
STATE OF MICHIGAN RETIREMENT SYSTEM 13130.00%0.02%0.04%Q3 2020Q3 202313
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 13130.00%0.01%0.01%Q4 2018Q4 202113
Cresset Asset Management, LLC 1010.00%0.01%0.04%Q1 2019Q3 202313
PANAGORA ASSET MANAGEMENT INC 820.00%0.00%0.01%Q1 2015Q4 202213
TOTH FINANCIAL ADVISORY CORP 1210.00%0.00%0.00%Q4 2019Q3 202313
D.A. DAVIDSON & CO. 1030.00%0.01%0.02%Q1 2019Q2 202313
Green Alpha Advisors, LLC 13130.09%0.42%1.13%Q4 2020Q4 202313
Verition Fund Management LLC 310.00%0.03%0.19%Q3 2020Q1 202313
Longitude (Cayman) Ltd. 740.12%1.13%2.40%Q4 2020Q3 202313
Arizona State Retirement System 13130.00%0.01%0.02%Q1 2020Q1 202313
Merit Financial Group, LLC 880.00%0.03%0.07%Q4 2019Q3 202113
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.03%Q2 2020Q2 202313
Atika Capital Management LLC 710.00%0.41%0.88%Q1 2019Q3 202113
Kistler-Tiffany Companies, LLC 13130.00%0.01%0.01%Q2 2020Q2 202313
Harel Insurance Investments & Financial Services Ltd. 1120.00%0.01%0.05%Q2 2020Q3 202313
Janney Montgomery Scott LLC 710.00%0.00%0.00%Q3 2019Q3 202313
TWO SIGMA ADVISERS, LP 430.00%0.01%0.06%Q4 2018Q3 202313
Valeo Financial Advisors, LLC 11110.00%0.00%0.02%Q3 2018Q1 202113
Larson Financial Group LLC 1030.00%0.00%0.01%Q2 2020Q3 202313
FAIRFIELD, BUSH & CO. 13130.00%0.10%0.26%Q3 2020Q3 202313
TUDOR INVESTMENT CORP ET AL 810.00%0.03%0.10%Q1 2018Q3 202312
TEACHER RETIREMENT SYSTEM OF TEXAS 1110.00%0.00%0.00%Q4 2017Q1 202312
ADIRONDACK TRUST CO 12120.00%0.00%0.01%Q4 2020Q3 202312
BRIGHTON JONES LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
AQR Capital Management 510.00%0.00%0.01%Q4 2018Q2 202312
SteelPeak Wealth, LLC 770.00%0.03%0.09%Q3 2020Q1 202212
FRED ALGER MANAGEMENT, LLC 520.00%0.02%0.06%Q2 2015Q2 202112
Camber Capital Management LP 12120.48%0.99%1.64%Q1 2015Q4 201712
Dynamic Technology Lab Private Ltd 410.02%0.09%0.40%Q2 2017Q3 202212
WEDBUSH SECURITIES INC 12120.00%0.02%0.08%Q3 2020Q2 202312
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 810.05%0.35%0.84%Q1 2015Q1 202312
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.01%0.04%Q3 2018Q2 202312
Cetera Advisor Networks LLC 710.00%0.01%0.03%Q2 2018Q3 202312
JENNISON ASSOCIATES LLC 530.00%0.00%0.01%Q1 2015Q2 202212
MACKENZIE FINANCIAL CORP 1010.00%0.00%0.00%Q2 2019Q3 202311
Evolution Wealth Advisors, LLC 830.01%0.12%0.34%Q4 2020Q3 202311
Concord Wealth Partners 740.00%0.01%0.04%Q4 2020Q3 202311
A.R.T. Advisors, LLC 520.01%0.05%0.20%Q3 2015Q2 201911
Nationwide Fund Advisors 11110.00%0.00%0.00%Q1 2015Q3 201711
Westside Investment Management, Inc. 11110.00%0.01%0.03%Q1 2021Q3 202311
Bullseye Asset Management LLC 11110.05%0.29%0.52%Q4 2019Q2 202211
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202311
Capital Impact Advisors, LLC 650.14%0.75%2.82%Q3 2020Q2 202311
ROYCE & ASSOCIATES LP 11110.01%0.01%0.01%Q4 2015Q2 201811
Hudock, Inc. 11110.00%0.00%0.01%Q1 2020Q3 202211
SEI INVESTMENTS CO 610.00%0.00%0.01%Q3 2018Q3 202111
COREPATH WEALTH PARTNERS LLC 11110.01%0.12%0.36%Q1 2021Q3 202311
Orion Capital Management LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
BOURNE LENT ASSET MANAGEMENT INC 11110.10%0.39%0.82%Q1 2021Q3 202311
State of New Jersey Common Pension Fund D 11110.01%0.01%0.02%Q3 2019Q1 202211
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Crestone Asset Management LLC 11110.00%0.08%0.37%Q1 2021Q3 202311
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
Mount Yale Investment Advisors, LLC 910.00%0.05%0.14%Q3 2018Q3 202310
State of Wyoming 640.01%0.03%0.08%Q1 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.00%0.01%Q2 2021Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Interchange Capital Partners, LLC 820.01%0.19%0.62%Q4 2020Q3 202310
NEXT Financial Group, Inc 610.00%0.02%0.05%Q4 2016Q4 202110
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 420.00%0.02%0.04%Q3 2020Q2 202310
ClearBridge Investments 10100.02%0.05%0.08%Q3 2019Q4 202110
KBC Group NV 10100.00%0.00%0.00%Q2 2019Q3 202110
Verity Asset Management, Inc. 610.07%0.10%0.17%Q3 2015Q4 201810
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.01%0.02%0.09%Q1 2019Q2 202210
Newbridge Financial Services Group, Inc. 640.00%0.04%0.19%Q3 2020Q1 202310
SCHRODER INVESTMENT MANAGEMENT GROUP 10100.00%0.00%0.00%Q3 2019Q4 202110
QUADRANT CAPITAL GROUP LLC 730.00%0.00%0.00%Q3 2020Q1 202310
Sugarloaf Wealth Management, LLC 820.00%0.00%0.00%Q4 2019Q3 202210
Walleye Capital LLC 520.00%0.02%0.06%Q2 2019Q4 202210
CANADA PENSION PLAN INVESTMENT BOARD 10100.02%0.06%0.09%Q2 2020Q3 202210
Twin Tree Management, LP 210.00%0.01%0.05%Q1 2019Q4 202110
BerganKDV Wealth Management, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q3 2020Q4 202210
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2021Q3 202310
Seelaus Asset Management LLC 10100.11%0.36%0.59%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Avitas Wealth Management LLC 10100.12%0.17%0.25%Q4 2018Q1 202110
Antonetti Capital Management LLC 910.00%0.02%0.07%Q2 2010Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.01%Q1 2015Q2 202210
Pine Ridge Advisers LLC 10100.01%0.12%0.35%Q4 2020Q1 202310
TWO SIGMA SECURITIES, LLC 320.00%0.01%0.02%Q2 2021Q3 202310
Point72 Hong Kong Ltd 310.00%0.01%0.03%Q4 2016Q3 202210
Freedom Investment Management, Inc. 910.00%0.02%0.11%Q1 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Glassman Wealth Services 610.00%0.00%0.01%Q2 2019Q4 20229
HRT FINANCIAL LP 510.00%0.01%0.04%Q4 2018Q3 20239
GLENMEDE TRUST CO NA 990.00%0.00%0.01%Q3 2019Q3 20219
J.P. Morgan Private Wealth Advisors LLC 540.00%0.00%0.00%Q1 2018Q2 20219
Engineers Gate Manager LP 210.00%0.02%0.11%Q2 2019Q3 20239
Foundations Investment Advisors, LLC 990.00%0.01%0.02%Q2 2021Q2 20239
ALBION FINANCIAL GROUP /UT 810.00%0.00%0.02%Q4 2020Q1 20239
DRIEHAUS CAPITAL MANAGEMENT LLC 810.01%0.47%1.01%Q1 2019Q1 20229
DUNCKER STREETT & CO INC 990.00%0.00%0.00%Q3 2021Q3 20239
Quantbot Technologies LP 310.00%0.04%0.14%Q3 2018Q2 20229
BLAIR WILLIAM & CO/IL 510.00%0.00%0.01%Q3 2017Q2 20219
FIRST TRUST ADVISORS LP 810.00%0.00%0.01%Q2 2019Q2 20229
Alphabet Inc. 990.01%0.04%0.15%Q3 2021Q3 20239
TCI Wealth Advisors, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 990.02%0.04%0.09%Q3 2019Q3 20219
SALEM INVESTMENT COUNSELORS INC 990.00%0.00%0.00%Q3 2021Q3 20239
MOODY ALDRICH PARTNERS LLC 990.30%0.76%1.40%Q3 2019Q3 20219
Kozak & Associates, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Jefferies Group LLC 310.00%0.01%0.02%Q3 2018Q3 20219
Clearwater Capital Advisors, LLC 630.00%0.01%0.03%Q1 2021Q2 20239
SHELL ASSET MANAGEMENT CO 990.00%0.00%0.01%Q1 2021Q1 20239
WEST PACES ADVISORS INC. 880.00%0.00%0.00%Q4 2021Q3 20238
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 880.00%0.00%0.00%Q4 2021Q3 20238
Deuterium Capital Management, LLC 880.04%0.13%0.31%Q4 2021Q3 20238
Nan Fung Group Holdings Ltd 880.01%0.52%1.52%Q2 2021Q1 20238
Alyeska Investment Group, L.P. 310.01%0.09%0.34%Q1 2015Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.00%0.01%Q4 2021Q3 20238
MACKAY SHIELDS LLC 880.00%0.01%0.03%Q2 2019Q1 20218
GUERRA PAN ADVISORS, LLC 880.01%0.05%0.18%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
AMERICAN CENTURY COMPANIES INC 880.00%0.00%0.01%Q2 2020Q1 20228
Sculptor Capital LP 440.04%0.06%0.07%Q1 2020Q4 20208
Ensign Peak Advisors, Inc 710.00%0.00%0.01%Q4 2019Q1 20228
HighMark Wealth Management LLC 880.00%0.00%0.01%Q1 2020Q4 20218
Cetera Investment Advisers 410.00%0.00%0.01%Q4 2020Q3 20238
Sterling Investment Advisors, Ltd. 880.00%0.16%0.47%Q2 2020Q1 20228
Independent Advisor Alliance 880.00%0.03%0.07%Q2 2020Q1 20228
Procyon Advisors, LLC 620.01%0.09%0.14%Q2 2020Q2 20228
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
NATIXIS 610.00%0.01%0.02%Q1 2019Q1 20228
CreativeOne Wealth, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.00%0.01%0.06%Q4 2021Q3 20238
Fisher Asset Management, LLC 880.00%0.01%0.02%Q3 2021Q2 20238
Capital Wealth Alliance, LLC 880.09%0.76%2.40%Q4 2020Q3 20228
BlackRock Investment Management, LLC 880.00%0.00%0.01%Q1 2015Q4 20168
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.04%0.13%Q3 2017Q1 20218
ATLAS CAPITAL ADVISORS LLC 880.02%0.14%0.27%Q4 2020Q3 20228
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.01%Q1 2020Q2 20228
SMITH ASSET MANAGEMENT GROUP LP 880.00%0.00%0.01%Q3 2019Q2 20218
Quantum Private Wealth, LLC 880.00%0.05%0.17%Q4 2021Q3 20238
AVIVA PLC 880.00%0.00%0.00%Q4 2021Q3 20238
BlackRock Fund Advisors 880.00%0.00%0.00%Q1 2015Q4 20168
BEACON INVESTMENT ADVISORY SERVICES, INC. 880.00%0.01%0.02%Q1 2021Q4 20228
BlackRock Group LTD 880.00%0.01%0.01%Q1 2015Q4 20168
SECTORAL ASSET MANAGEMENT INC 410.05%0.75%1.66%Q1 2015Q4 20218
TOWNSQUARE CAPITAL LLC 880.00%0.00%0.01%Q4 2021Q3 20238
People's United Financial, Inc. 620.01%0.01%0.01%Q1 2019Q3 20218
BLACKROCK ADVISORS LLC 880.02%0.03%0.05%Q1 2015Q4 20168
XPONANCE, INC. 620.00%0.00%0.01%Q2 2021Q3 20238
CI INVESTMENTS INC. 710.00%0.00%0.00%Q4 2020Q1 20238
BlackRock Institutional Trust Company, N.A. 880.00%0.00%0.00%Q1 2015Q4 20168
Caprock Group, LLC 710.03%0.07%0.14%Q3 2017Q3 20218
Virtu Financial LLC 310.00%0.11%0.30%Q3 2019Q1 20238
BALDWIN BROTHERS LLC/MA 770.00%0.00%0.00%Q1 2021Q3 20227
Mizuho Securities Co. Ltd. 610.00%0.01%0.06%Q2 2019Q3 20227
Operose Advisors LLC 770.00%0.01%0.02%Q1 2022Q3 20237
TD ASSET MANAGEMENT INC 770.00%0.00%0.00%Q2 2020Q4 20217
BOSTON ADVISORS LLC 770.01%0.04%0.06%Q1 2018Q3 20197
Trexquant Investment LP 210.01%0.05%0.10%Q1 2017Q1 20217
SILVERHAWK ASSET MANAGEMENT, LLC 770.02%0.08%0.26%Q4 2021Q2 20237
Itau Unibanco Holding S.A. 430.00%0.00%0.00%Q2 2021Q1 20237
Carnegie Capital Asset Management, LLC 770.00%0.02%0.03%Q3 2020Q1 20227
HARBOR CAPITAL ADVISORS, INC. 770.03%0.12%0.27%Q2 2022Q4 20237
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q3 2021Q1 20237
Lombard Odier Asset Management (Switzerland) SA 770.03%0.66%1.28%Q1 2021Q3 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
XTX Topco Ltd 770.01%0.06%0.12%Q1 2022Q3 20237
Baillie Gifford 770.00%0.00%0.00%Q3 2021Q1 20237
GSA CAPITAL PARTNERS LLP 320.01%0.03%0.05%Q2 2018Q1 20237
NIA IMPACT ADVISORS, LLC 770.01%0.44%1.33%Q3 2021Q1 20237
Certified Advisory Corp 610.01%0.01%0.01%Q1 2019Q1 20217
Meridian Wealth Management, LLC 430.00%0.02%0.04%Q4 2020Q3 20237
HighVista Strategies LLC 770.38%0.54%0.85%Q3 2020Q1 20227
Advisors Asset Management, Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
ALGERT GLOBAL LLC 410.04%0.36%1.00%Q3 2018Q4 20217
EATON VANCE MANAGEMENT 770.00%0.00%0.01%Q1 2021Q3 20227
EverSource Wealth Advisors, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
JANUS HENDERSON GROUP PLC 770.00%0.00%0.00%Q3 2021Q1 20237
Vident Investment Advisory, LLC 510.00%0.00%0.01%Q2 2021Q2 20237
BSW Wealth Partners 610.01%0.02%0.06%Q2 2021Q2 20237
Atom Investors LP 410.06%0.29%0.88%Q1 2019Q4 20217
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q3 2020Q1 20227
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q4 2018Q1 20227
Spearhead Capital Advisors, LLC 770.02%0.06%0.10%Q2 2020Q4 20217
FARALLON CAPITAL MANAGEMENT LLC 770.05%0.16%0.22%Q1 2019Q3 20207
DARK FOREST CAPITAL MANAGEMENT LP 430.00%0.01%0.07%Q2 2021Q2 20237
Tyler-Stone Wealth Management 520.00%0.01%0.02%Q4 2021Q3 20237
Quinn Opportunity Partners LLC 770.01%0.02%0.04%Q3 2017Q1 20197
Daiwa SB Investments Ltd. 770.04%0.51%0.90%Q3 2017Q1 20197
Donald L. Hagan, LLC 660.06%0.10%0.13%Q1 2017Q2 20186
EAM Investors, LLC 330.22%0.43%0.90%Q3 2018Q4 20206
Lake Point Wealth Management 510.00%0.00%0.00%Q1 2020Q2 20226
Graham Capital Management, L.P. 420.05%0.11%0.17%Q4 2020Q1 20236
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2020Q3 20216
Apollon Wealth Management, LLC 510.00%0.00%0.01%Q2 2020Q3 20236
Schonfeld Strategic Advisors LLC 410.00%0.01%0.04%Q4 2018Q4 20226
MIC Capital Management UK LLP 660.04%0.10%0.14%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Sowell Financial Services LLC 420.00%0.00%0.01%Q3 2019Q1 20216
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.00%0.00%Q2 2020Q3 20216
OTA Financial Group L.P. 420.30%0.89%1.91%Q1 2020Q4 20216
SevenBridge Financial Group, LLC 660.03%0.21%0.50%Q2 2021Q3 20226
Aperio Group, LLC 420.00%0.00%0.00%Q2 2019Q4 20206
PICTET ASSET MANAGEMENT LTD 420.00%0.00%0.00%Q1 2015Q2 20216
EXCHANGE TRADED CONCEPTS, LLC 510.01%0.05%0.10%Q4 2019Q2 20216
Edge Wealth Management LLC 660.00%0.00%0.00%Q1 2019Q2 20206
One Wealth Advisors, LLC 660.00%0.04%0.11%Q3 2021Q4 20226
Rockbridge Investment Management, LCC 660.00%0.00%0.00%Q2 2020Q3 20216
Cable Hill Partners, LLC 420.00%0.01%0.02%Q3 2017Q1 20196
Sonora Investment Management, LLC 420.00%0.00%0.00%Q4 2019Q3 20216
Skandinaviska Enskilda Banken AB (publ) 330.00%0.01%0.01%Q2 2020Q1 20226
FRANKLIN RESOURCES INC 310.00%0.01%0.02%Q1 2015Q3 20216
Advisor Group, Inc. 660.00%0.00%0.01%Q3 2018Q4 20196
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.00%Q1 2019Q2 20206
NOMURA HOLDINGS INC 410.00%0.00%0.01%Q3 2019Q2 20216
Allworth Financial LP 510.00%0.00%0.00%Q1 2022Q3 20236
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q3 2020Q2 20236
FAGAN ASSOCIATES, INC. 660.59%0.96%1.53%Q2 2020Q3 20216
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Jump Financial, LLC 210.00%0.07%0.20%Q3 2020Q2 20236
Aequim Alternative Investments LP 660.15%0.39%0.67%Q4 2019Q1 20216
GAM Holding AG 660.00%0.02%0.03%Q1 2021Q2 20226
Spark Investment Management LLC 310.01%0.20%0.54%Q2 2017Q2 20196
Pacer Advisors, Inc. 410.00%0.00%0.01%Q3 2018Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Brookfield Asset Management 330.00%0.00%0.00%Q3 2020Q2 20226
Private Capital Group, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Steward Financial Group LLC 310.00%0.00%0.01%Q4 2021Q3 20236
SANDERS MORRIS HARRIS LLC 310.00%0.01%0.04%Q2 2021Q3 20236
WealthTrust-Arizona, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
Integrated Investment Consultants, LLC 420.15%0.42%1.07%Q3 2019Q1 20216
BDO Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
C M BIDWELL & ASSOCIATES LTD 410.00%0.00%0.00%Q1 2022Q3 20235
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 550.00%0.00%0.01%Q2 2021Q2 20225
Compagnie Lombard Odier SCmA 550.00%0.05%0.26%Q4 2020Q4 20215
RFG Advisory, LLC 550.06%0.09%0.13%Q2 2020Q2 20215
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q1 2017Q2 20225
Fiera Capital Corp 550.01%0.01%0.01%Q4 2018Q4 20195
Arkadios Wealth Advisors 410.00%0.00%0.00%Q1 2020Q3 20215
K.J. Harrison & Partners Inc 310.03%0.11%0.21%Q4 2019Q3 20215
MYCIO WEALTH PARTNERS, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
FNY Investment Advisers, LLC 220.00%0.00%0.01%Q2 2018Q4 20225
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q4 2018Q4 20195
EAGLE ASSET MANAGEMENT INC 550.07%0.10%0.13%Q3 2020Q3 20215
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Claraphi Advisory Network, LLC 550.15%0.28%0.38%Q2 2020Q2 20215
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.07%0.24%Q4 2019Q4 20225
ACUTA CAPITAL PARTNERS, LLC 440.13%0.35%0.89%Q1 2017Q4 20175
Realta Investment Advisors 410.18%0.32%0.53%Q1 2019Q2 20205
SCHOLTZ & COMPANY, LLC 550.11%0.16%0.23%Q3 2020Q3 20215
Vigilare Wealth Management 310.01%0.21%0.36%Q2 2021Q1 20235
Bayesian Capital Management, LP 310.03%0.05%0.06%Q3 2018Q4 20225
AlphaCrest Capital Management LLC 320.02%0.04%0.06%Q3 2020Q1 20225
Simplicity Solutions, LLC 410.03%0.05%0.09%Q2 2020Q4 20215
STEPHENS INC /AR/ 410.00%0.00%0.01%Q1 2020Q2 20215
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Resolute Advisors LLC 550.00%0.00%0.01%Q1 2021Q1 20225
MARSHALL WACE, LLP 210.01%0.08%0.24%Q4 2018Q4 20215
PSI Advisors, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
VIRGINIA RETIREMENT SYSTEMS ET AL 550.00%0.01%0.01%Q3 2020Q3 20215
Checchi Capital Advisers, LLC 550.03%0.03%0.04%Q2 2020Q2 20215
LORD, ABBETT & CO. LLC 320.08%0.09%0.10%Q1 2019Q4 20205
Avior Wealth Management, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Paloma Partners Management Co 210.00%0.02%0.04%Q2 2017Q1 20225
SEVEN EIGHT CAPITAL, LP 210.03%0.07%0.10%Q3 2018Q4 20215
Vanguard Personalized Indexing Management, LLC 410.00%0.02%0.03%Q2 2021Q3 20235
Strategic Asset Management, LLC 550.02%0.04%0.09%Q3 2021Q3 20225
Artisan Partners Limited Partnership 550.03%0.04%0.05%Q3 2020Q3 20215
Financial Gravity Asset Management, Inc. 410.00%0.00%0.01%Q3 2021Q3 20235
Brinker Capital Investments, LLC 550.00%0.01%0.01%Q3 2020Q3 20215
CREDIT AGRICOLE S A 550.00%0.00%0.00%Q3 2022Q3 20235
Clear Perspective Advisors, LLC 410.09%0.33%0.73%Q4 2019Q2 20215
EXENCIAL WEALTH ADVISORS, LLC 550.02%0.03%0.04%Q3 2020Q3 20215
PEAK6 Investments LLC 110.00%0.00%0.00%Q4 2020Q1 20225
Harvest Fund Management Co., Ltd 550.00%0.00%0.01%Q3 2020Q3 20215
Monashee Investment Management LLC 110.34%0.48%0.67%Q1 2015Q1 20194
WESTFIELD CAPITAL MANAGEMENT CO LP 440.09%0.18%0.22%Q1 2021Q4 20214
CHARTWELL INVESTMENT PARTNERS, LLC 440.03%0.03%0.04%Q3 2020Q2 20214
MONTAG A & ASSOCIATES INC 440.00%0.00%0.01%Q4 2020Q3 20214
ASSETMARK, INC 440.00%0.00%0.00%Q1 2019Q4 20194
Neo Ivy Capital Management 220.04%0.06%0.11%Q2 2020Q3 20214
Pearl River Capital, LLC 210.00%0.07%0.16%Q1 2019Q4 20214
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q1 2019Q1 20204
Private Wealth Partners, LLC 220.18%0.50%1.13%Q3 2017Q3 20184
PURA VIDA INVESTMENTS, LLC 210.05%0.33%0.60%Q2 2020Q1 20214
FOX RUN MANAGEMENT, L.L.C. 210.09%0.20%0.36%Q3 2017Q4 20214
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Redwood Wealth Management Group, LLC 440.03%0.06%0.10%Q4 2022Q3 20234
Spouting Rock Asset Management, LLC 440.14%0.17%0.19%Q1 2021Q4 20214
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.01%0.03%0.04%Q1 2021Q4 20214
Brevan Howard Capital Management LP 440.22%0.49%0.78%Q4 2020Q3 20214
ExodusPoint Capital Management, LP 210.00%0.01%0.03%Q3 2020Q4 20224
AMUNDI ASSET MANAGEMENT US, INC. 440.00%0.00%0.01%Q4 2018Q3 20194
Manchester Capital Management LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Avidian Wealth Solutions, LLC 440.02%0.03%0.06%Q1 2021Q4 20214
Kestra Advisory Services, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Elequin Capital, LP 220.00%0.00%0.00%Q1 2022Q2 20234
AH Equity Partners Bio II, L.L.C. 442.00%4.72%9.30%Q4 2021Q3 20224
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Tygh Capital Management, Inc. 440.28%0.37%0.49%Q3 2020Q2 20214
Mariner, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.00%0.00%0.01%Q4 2020Q3 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CSS LLC/IL 220.00%0.01%0.01%Q3 2020Q4 20204
Cyndeo Wealth Partners, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Ma Investment Partnership, LP 440.78%1.10%1.40%Q4 2020Q3 20214
Strategic Blueprint, LLC 310.00%0.00%0.00%Q2 2021Q3 20234
Bridgewater Associates 440.00%0.01%0.01%Q1 2022Q4 20224
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NATIXIS ADVISORS, L.P. 440.00%0.00%0.01%Q4 2020Q3 20214
Phoenix Wealth Advisors 440.01%0.50%0.95%Q4 2020Q3 20214
Regal Investment Advisors LLC 310.03%0.04%0.04%Q4 2020Q4 20214
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q3 20214
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
BOURGEON CAPITAL MANAGEMENT LLC 440.00%0.01%0.01%Q3 2021Q2 20224
Veritable, L.P. 220.00%0.00%0.01%Q2 2021Q2 20234
MCKINLEY CAPITAL MANAGEMENT LLC 440.16%0.20%0.23%Q3 2020Q2 20214
UNITED SERVICES AUTOMOBILE ASSOCIATION 310.00%0.00%0.00%Q2 2018Q2 20194
Belpointe Asset Management LLC 440.02%0.02%0.03%Q3 2020Q2 20214
ETF MANAGERS GROUP, LLC 440.00%0.02%0.06%Q3 2020Q2 20214
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q4 2020Q2 20234
PayPay Securities Corp 440.02%0.24%0.89%Q4 2022Q3 20234
Rehmann Capital Advisory Group 210.03%0.05%0.09%Q3 2019Q1 20214
Seaport Global Advisors, LLC 440.12%0.41%0.72%Q1 2022Q4 20224
Baird Financial Group, Inc. 210.00%0.00%0.01%Q3 2019Q3 20234
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.00%Q4 2020Q2 20234
Xact Kapitalforvaltning AB 440.00%0.01%0.01%Q2 2019Q1 20204
NumerixS Investment Technologies Inc 220.02%0.02%0.03%Q4 2018Q2 20204
Wealthcare Advisory Partners LLC 310.00%0.01%0.02%Q2 2018Q3 20214
TFS CAPITAL LLC 210.02%0.10%0.29%Q3 2015Q2 20174
Sargent Bickham Lagudis LLC 440.00%0.00%0.00%Q3 2020Q2 20214
PEREGRINE CAPITAL MANAGEMENT LLC 440.30%0.36%0.41%Q1 2019Q4 20194
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q4 2020Q3 20234
B. Riley Wealth Advisors, Inc. 310.01%0.02%0.02%Q3 2018Q3 20214
EAM Global Investors LLC 330.84%0.96%1.11%Q3 2018Q1 20193
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 330.08%0.14%0.19%Q4 2020Q2 20213
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
WEALTH EFFECTS LLC 330.07%0.20%0.36%Q4 2021Q2 20223
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2020Q3 20203
Sheaff Brock Investment Advisors, LLC 330.02%0.02%0.02%Q3 2020Q1 20213
BERYLSON CAPITAL PARTNERS, LLC 330.75%1.02%1.50%Q4 2020Q2 20213
ELLINGTON MANAGEMENT GROUP LLC 110.01%0.03%0.05%Q3 2017Q4 20183
M&T BANK CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Cutter & CO Brokerage, Inc. 330.15%0.18%0.20%Q3 2019Q1 20203
Aries Wealth Management 210.01%0.04%0.10%Q4 2020Q4 20223
TILIA FIDUCIARY PARTNERS, INC. 330.00%0.00%0.00%Q3 2022Q1 20233
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20223
Assured Investment Management LLC 330.00%0.01%0.02%Q3 2018Q1 20193
Hitchwood Capital Management LP 330.32%0.40%0.52%Q3 2020Q1 20213
Ergoteles LLC 330.05%0.13%0.20%Q4 2021Q2 20223
Echo Street Capital Management LLC 210.00%0.00%0.01%Q1 2021Q2 20223
Alpine Global Management, LLC 110.04%0.36%1.01%Q4 2019Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2021Q3 20213
HUSSMAN STRATEGIC ADVISORS, INC. 330.09%0.19%0.33%Q3 2019Q1 20203
Edgestream Partners, L.P. 330.04%0.15%0.24%Q3 2022Q1 20233
Maryland Capital Management 330.01%0.01%0.02%Q1 2021Q3 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q3 2020Q1 20213
BARD ASSOCIATES INC 330.16%0.24%0.32%Q4 2017Q2 20183
Asymmetry Capital Management, L.P. 211.62%2.50%3.19%Q3 2017Q3 20183
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Phocas Financial Corp. 330.20%0.33%0.43%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Malaga Cove Capital, LLC 330.04%0.07%0.09%Q2 2018Q4 20183
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ionic Capital Management LLC 210.01%0.07%0.14%Q1 2020Q1 20233
Point72 Asset Management, L.P. 210.00%0.00%0.00%Q1 2019Q2 20233
Indie Asset Partners, LLC 330.21%0.35%0.43%Q4 2020Q2 20213
Stelac Advisory Services LLC 330.03%0.04%0.05%Q4 2020Q2 20213
Parkwood LLC 330.04%0.05%0.06%Q4 2020Q2 20213
SECOR Capital Advisors, LP 330.03%0.04%0.06%Q2 2018Q4 20183
Connor, Clark & Lunn Investment Management Ltd. 330.00%0.01%0.02%Q3 2020Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Clearstead Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
VERUS CAPITAL PARTNERS, LLC 210.00%0.02%0.04%Q4 2019Q3 20233
OXFORD ASSET MANAGEMENT LLP 210.00%0.04%0.07%Q3 2017Q4 20183
Spire Wealth Management 330.00%0.00%0.00%Q1 2021Q3 20213
Total Clarity Wealth Management, Inc. 110.00%0.00%0.01%Q4 2019Q3 20213
Daiwa Securities Group Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Investors Research Corp 330.00%0.00%0.00%Q4 2021Q2 20223
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Candriam S.C.A. 330.00%0.00%0.01%Q3 2022Q1 20233
QS Investors, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Concorde Asset Management, LLC 330.18%0.50%0.78%Q3 2020Q1 20213
First Light Asset Management, LLC 330.48%0.55%0.64%Q1 2021Q3 20213
CIBC Asset Management Inc 330.00%0.00%0.00%Q1 2021Q3 20213
Polar Asset Management Partners Inc. 110.05%0.08%0.14%Q2 2019Q3 20223
ELEMENT CAPITAL MANAGEMENT LLC 210.00%0.03%0.07%Q3 2018Q3 20193
VAN ECK ASSOCIATES CORP 330.00%0.00%0.00%Q3 2022Q1 20233
Divergent Planning, LLC 330.04%0.07%0.09%Q1 2023Q3 20233
Financial Avengers, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
Allspring Global Investments Holdings, LLC 210.00%0.00%0.00%Q4 2021Q2 20233
QCM Cayman, Ltd. 210.27%0.50%0.88%Q2 2022Q1 20233
Modera Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Alpha Paradigm Partners, LLC 330.15%0.16%0.16%Q4 2020Q2 20213
THOMPSON DAVIS & CO., INC. 210.08%0.40%0.92%Q3 2017Q3 20183
Maven Securities LTD 110.01%0.22%0.52%Q1 2018Q3 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Colonial River Wealth Management, LLC 330.11%0.19%0.24%Q4 2020Q2 20213
Cito Capital Group, LLC 330.02%0.04%0.07%Q2 2022Q4 20223
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Intrinsic Edge Capital Management LLC 220.09%1.00%1.91%Q4 2018Q1 20192
Sloy Dahl & Holst, LLC 220.59%0.66%0.73%Q1 2021Q2 20212
Bell Investment Advisors, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
CAPITAL ADVISORS INC/OK 220.15%0.17%0.18%Q1 2021Q2 20212
Leap Investments LP 220.13%0.41%0.70%Q3 2019Q4 20192
Warberg Asset Management LLC 110.01%0.04%0.07%Q1 2022Q3 20222
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INVESTMENT HOUSE LLC 220.04%0.04%0.05%Q2 2021Q3 20212
Gradient Investments LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Menard Financial Group LLC 220.37%0.37%0.38%Q3 2020Q4 20202
Illinois Municipal Retirement Fund 220.01%0.01%0.01%Q4 2020Q1 20212
BAMCO INC /NY/ 220.00%0.00%0.00%Q3 2020Q4 20202
SITTNER & NELSON, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Delphia (USA) Inc. 220.16%0.18%0.20%Q1 2022Q2 20222
DUALITY ADVISERS, LP 110.07%0.13%0.19%Q4 2020Q4 20212
Saltoro Capital, LP 220.23%0.94%1.65%Q1 2021Q2 20212
Cerity Partners LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Corton Capital Inc. 220.13%0.19%0.25%Q1 2022Q2 20222
IFG Advisory, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
MAZAMA CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q1 2015Q2 20152
BRINKER CAPITAL INC 110.01%0.01%0.01%Q4 2019Q2 20202
Polar Capital LLP 220.01%0.01%0.01%Q2 2016Q3 20162
LIGHT STREET CAPITAL MANAGEMENT, LLC 112.42%2.53%2.64%Q3 2020Q2 20212
Tarbox Family Office, Inc. 220.00%0.00%0.01%Q1 2022Q2 20222
Golden State Equity Partners 220.11%0.15%0.18%Q4 2021Q1 20222
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.01%0.02%0.02%Q4 2018Q1 20192
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Arete Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
Lumature Wealth Partners, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ClariVest Asset Management LLC 220.00%0.01%0.01%Q2 2015Q3 20152
Bridgefront Capital, LLC 110.11%0.12%0.12%Q4 2020Q1 20222
COMERICA BANK 110.00%0.00%0.00%Q4 2020Q3 20232
Paul John Balson 220.04%0.05%0.06%Q3 2020Q4 20202
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Ally Bridge Group (NY) LLC 221.67%2.09%2.51%Q2 2021Q3 20212
Marshall Wace North America L.P. 110.00%0.00%0.00%Q4 2018Q4 20202
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2018Q2 20212
NVWM, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.02%0.02%0.02%Q3 2020Q4 20202
Aquatic Capital Management LLC 220.00%0.03%0.06%Q1 2022Q2 20222
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2019Q1 20222
Insight Wealth Strategies, LLC 220.05%0.07%0.09%Q3 2019Q4 20192
CARILLON TOWER ADVISERS, INC. 220.08%0.13%0.19%Q3 2020Q4 20202
SUVRETTA CAPITAL MANAGEMENT, LLC 220.80%0.83%0.87%Q1 2021Q2 20212
Smith Group Asset Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Adalta Capital Management LLC 220.09%0.10%0.11%Q2 2021Q3 20212
PACES FERRY WEALTH ADVISORS, LLC 220.19%0.19%0.19%Q3 2020Q4 20202
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.01%Q4 2020Q1 20212
Blueshift Asset Management, LLC 110.10%0.11%0.11%Q2 2020Q4 20202
DeepCurrents Investment Group LLC 220.07%0.12%0.17%Q1 2022Q2 20222
Point72 Middle East FZE 220.00%0.00%0.00%Q4 2022Q1 20232
Mirador Capital Partners LP 220.03%0.05%0.06%Q4 2021Q1 20222
Centiva Capital, LP 220.01%0.01%0.02%Q4 2020Q1 20212
Partners Group Holding AG 220.02%0.03%0.04%Q3 2021Q4 20212
Zweig-DiMenna Associates LLC 220.64%0.66%0.68%Q2 2021Q3 20212
CENTRAL TRUST Co 220.00%0.00%0.00%Q4 2020Q1 20212
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q1 2015Q2 20162
Crawford Lake Capital Management, LLC 111.02%2.00%2.99%Q2 2020Q2 20202
TWINBEECH CAPITAL LP 110.01%0.12%0.24%Q2 2021Q1 20222
BERKSHIRE CAPITAL HOLDINGS INC 220.00%0.00%0.00%Q1 2021Q2 20212
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
TOBAM 220.00%0.00%0.00%Q4 2020Q1 20212
FNY Managed Accounts LLC 110.00%0.01%0.02%Q3 2017Q1 20182
Tibra Equities Europe Ltd 110.04%0.04%0.04%Q4 2018Q2 20192
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Pinnacle Wealth Management Group, Inc. 220.19%0.21%0.24%Q2 2021Q3 20212
Orin Green Financial, LLC 220.03%0.04%0.04%Q2 2023Q3 20232
EMORY UNIVERSITY 222.11%2.80%3.49%Q2 2015Q3 20152
BAILARD, INC. 220.01%0.01%0.02%Q2 2021Q3 20212
EFG Asset Management (North America) Corp. 220.17%0.20%0.23%Q4 2021Q1 20222
CAXTON ASSOCIATES LP 220.02%0.03%0.05%Q3 2022Q4 20222
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
1623 Capital LLC 220.11%0.12%0.13%Q2 2021Q3 20212
Eudaimonia Partners, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Athanor Capital, LP 220.01%0.01%0.01%Q4 2020Q1 20212
FLOW TRADERS U.S. LLC 110.02%0.03%0.04%Q2 2020Q4 20202
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Weaver Consulting Group 220.01%0.01%0.01%Q2 2020Q3 20202
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.05%0.08%Q4 2021Q1 20222
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.01%0.01%Q4 2020Q1 20212
OLD NATIONAL BANCORP /IN/ 220.02%0.02%0.03%Q1 2020Q2 20202
Asset Dedication, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PROFUND ADVISORS LLC 220.02%0.03%0.04%Q3 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Parametrica Management Ltd 110.27%0.31%0.34%Q2 2020Q4 20202
Silvant Capital Management LLC 220.03%0.03%0.04%Q3 2019Q4 20192
AE Wealth Management LLC 110.00%0.02%0.03%Q2 2020Q1 20232
JACOBS LEVY EQUITY MANAGEMENT, INC 220.01%0.01%0.01%Q1 2018Q2 20182
HBK INVESTMENTS L P 110.00%0.00%0.00%Q1 2019Q1 20212
PagnatoKarp Partners LLC 220.03%0.04%0.05%Q4 2019Q1 20202
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.01%0.01%0.01%Q4 2016Q1 20172
NAVELLIER & ASSOCIATES INC 220.04%0.04%0.04%Q4 2020Q1 20212
Qtron Investments LLC 220.15%0.18%0.21%Q1 2019Q2 20192
EQUITEC SPECIALISTS, LLC 110.01%0.01%0.01%Q3 2019Q3 20192
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20202
Gotham Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Ikarian Capital, LLC 110.26%0.26%0.26%Q1 2021Q1 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.08%0.08%0.08%Q4 2021Q4 20211
Tyers Asset Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NKCFO LLC 110.22%0.22%0.22%Q2 2021Q2 20211
MANA Advisors LLC 114.22%4.22%4.22%Q4 2020Q4 20201
SYMMETRY PEAK MANAGEMENT LLC 110.43%0.43%0.43%Q2 2020Q2 20201
Parisi Gray Wealth Management 110.07%0.07%0.07%Q2 2021Q2 20211
Farmers & Merchants Trust Co of Chambersburg PA 110.02%0.02%0.02%Q4 2019Q4 20191
12 West Capital Management LP 110.98%0.98%0.98%Q3 2018Q3 20181
MARYLAND CAPITAL ADVISORS INC. 110.00%0.00%0.00%Q3 2022Q3 20221
Numeric Investors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Mutual Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Retirement Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Flinton Capital Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Financial Enhancement Group LLC 110.57%0.57%0.57%Q3 2020Q3 20201
Kovitz Investment Group Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BNC WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Balter Liquid Alternatives, LLC 110.25%0.25%0.25%Q1 2019Q1 20191
Summit Global Investments 110.02%0.02%0.02%Q1 2021Q1 20211
Opaleye Management Inc. 112.85%2.85%2.85%Q1 2019Q1 20191
CVI Holdings, LLC 112.89%2.89%2.89%Q1 2018Q1 20181
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.02%0.02%0.02%Q4 2018Q4 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Cinctive Capital Management LP 110.02%0.02%0.02%Q2 2021Q2 20211
CADIAN CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q1 2015Q1 20151
FULLER & THALER ASSET MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2018Q3 20181
Convergence Investment Partners, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.01%0.01%0.01%Q1 2020Q1 20201
Wealth Architects, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Stanley-Laman Group, Ltd. 110.23%0.23%0.23%Q4 2017Q4 20171
STANSBERRY ASSET MANAGEMENT, LLC 111.40%1.40%1.40%Q3 2021Q3 20211
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
INNOVIS ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Versor Investments LP 110.01%0.01%0.01%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Formidable Asset Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SVB WEALTH LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BLUEFIN CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.12%0.12%0.12%Q3 2021Q3 20211
Bison Wealth, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
New England Research & Management, Inc. 110.16%0.16%0.16%Q1 2021Q1 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.08%0.08%0.08%Q2 2015Q2 20151
Glen Harbor Capital Management LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Stonepine Capital Management, LLC 110.55%0.55%0.55%Q1 2018Q1 20181
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Quilter Plc 110.01%0.01%0.01%Q2 2021Q2 20211
Worth Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atlas Principals, LLC 110.35%0.35%0.35%Q4 2020Q4 20201
Scott & Selber, Inc. 110.66%0.66%0.66%Q3 2019Q3 20191
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
Pinz Capital Management, LP 110.02%0.02%0.02%Q4 2019Q4 20191
Claybrook Capital, LLC 110.50%0.50%0.50%Q2 2021Q2 20211
Hound Partners 110.01%0.01%0.01%Q1 2016Q1 20161
Timpani Capital Management LLC 110.39%0.39%0.39%Q3 2018Q3 20181
INCEPTIONR LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ArrowMark Colorado Holdings LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Vienna Asset Management LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Newman & Schimel, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Quantamental Technologies LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TIVERTON ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ascendant Capital Management, LLC 111.46%1.46%1.46%Q3 2021Q3 20211
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Campbell & CO Investment Adviser LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Sante Capital Fund, LP 110.23%0.23%0.23%Q2 2021Q2 20211
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q2 2019Q2 20191
Magnetar Financial LLC 110.01%0.01%0.01%Q4 2020Q4 20201
UBS OCONNOR LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2021Q2 20211
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.06%0.06%Q3 2020Q3 20201
Pine Valley Investments Ltd Liability Co 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Bank & Trust Co 110.01%0.01%0.01%Q1 2021Q1 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Faithward Advisors, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
MUHLENKAMP & CO INC 110.08%0.08%0.08%Q2 2021Q2 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2019Q4 20191
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
FORA Capital, LLC 110.72%0.72%0.72%Q2 2020Q2 20201
Allred Capital Management, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altium Capital Management LP 110.31%0.31%0.31%Q1 2023Q1 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Rayliant Investment Research 111.35%1.35%1.35%Q4 2022Q4 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Gemmer Asset Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Soleus Capital Management, L.P. 111.35%1.35%1.35%Q4 2020Q4 20201
Lee Financial Co 110.02%0.02%0.02%Q3 2020Q3 20201
RWA WEALTH PARTNERS, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
PERKINS CAPITAL MANAGEMENT INC 110.62%0.62%0.62%Q1 2019Q1 20191
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
Weiss Multi-Strategy Advisers LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Endurant Capital Management LP 110.24%0.24%0.24%Q3 2017Q3 20171
Haafor (Singapore) Pte. Ltd. 110.40%0.40%0.40%Q4 2020Q4 20201
NWAM LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Riverview Trust Co 110.01%0.01%0.01%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OGBORNE CAPITAL MANAGEMENT, LLC 111.50%1.50%1.50%Q1 2019Q1 20191
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OSTERWEIS CAPITAL MANAGEMENT INC 110.19%0.19%0.19%Q3 2019Q3 20191
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MEANS INVESTMENT CO., INC. 110.05%0.05%0.05%Q4 2020Q4 20201
Assenagon Asset Management S.A. 110.01%0.01%0.01%Q4 2020Q4 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Vectors Research Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Enlightenment Research, LLC 110.54%0.54%0.54%Q4 2020Q4 20201
E Fund Management Co., Ltd. 110.01%0.01%0.01%Q4 2021Q4 20211
Neuburgh Advisers LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Freemont Management S.A. 110.14%0.14%0.14%Q3 2021Q3 20211
SRS Capital Advisors, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
WELD CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Park West Asset Management LLC 111.09%1.09%1.09%Q4 2017Q4 20171
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MAI Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Broadfin Capital, LLC 110.55%0.55%0.55%Q1 2018Q1 20181
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
CGC Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ground Swell Capital, LLC 110.65%0.65%0.65%Q1 2021Q1 20211
Tidal Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Atlas Private Wealth Advisors 110.04%0.04%0.04%Q3 2020Q3 20201
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
B & T Capital Management DBA Alpha Capital Management 110.06%0.06%0.06%Q1 2021Q1 20211
JS Capital Management LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MQS Management LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q3 2021Q3 20211
Y-Intercept (Hong Kong) Ltd 110.01%0.01%0.01%Q2 2023Q2 20231
Canal Capital Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2021Q1 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
LOOMIS SAYLES & CO L P 110.03%0.03%0.03%Q1 2019Q1 20191
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2021Q1 20211
GREAT LAKES ADVISORS, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Laurion Capital Management LP 110.01%0.01%0.01%Q1 2015Q1 20151
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
PRICE MICHAEL F 110.02%0.02%0.02%Q1 2022Q1 20221
CASTLEARK MANAGEMENT LLC 110.23%0.23%0.23%Q1 2019Q1 20191
Calamos Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
COMMERCE BANK 110.00%0.00%0.00%Q2 2022Q2 20221
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
KRS Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
THORNBURG INVESTMENT MANAGEMENT INC 110.10%0.10%0.10%Q4 2020Q4 20201
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
XR Securities LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MUFG Securities EMEA plc 110.02%0.02%0.02%Q1 2019Q1 20191
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own INVITAE CORP or have owned INVITAE CORP in the past.