Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 36 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 35 |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 34 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 32 |
HAP Trading, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 27 |
Squarepoint Ops LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 26 |
Sculptor Capital LP | 11 | 11 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 24 |
Walleye Trading LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 24 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 22 |
HSBC HOLDINGS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 22 |
PEAK6 Investments LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 20 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 19 |
Chescapmanager LLC | 12 | 12 | 0.44% | 1.29% | 2.18% | Q4 2020 | Q3 2023 | 19 |
UBS Group AG | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 18 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.10% | Q4 2020 | Q4 2022 | 18 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
D. E. Shaw & Co., Inc. | 5 | 3 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 15 |
Antara Capital LP | 8 | 8 | 0.13% | 0.87% | 2.02% | Q2 2021 | Q1 2023 | 14 |
TWO SIGMA INVESTMENTS, LP | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 13 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.01% | 1.45% | 7.15% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SG3 Management, LLC | 6 | 6 | 0.00% | 0.07% | 0.18% | Q4 2020 | Q1 2022 | 12 |
IDG China Venture Capital Fund IV Associates L.P. | 12 | 12 | 0.33% | 1.44% | 3.06% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 12 | 12 | 0.03% | 0.16% | 0.51% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 12 |
Allianz Asset Management GmbH | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
VANGUARD GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Keebeck Wealth Management, LLC | 6 | 5 | 0.01% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q2 2023 | 11 |
PRICE T ROWE ASSOCIATES INC /MD/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearwater Capital Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 11 |
STATE STREET CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ASSET MANAGEMENT CORP /IL/ /ADV | 7 | 1 | 0.05% | 0.15% | 0.27% | Q1 2021 | Q1 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COWEN AND COMPANY, LLC | 5 | 2 | 0.00% | 0.06% | 0.25% | Q4 2020 | Q3 2022 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ATWOOD & PALMER INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Vivaldi Capital Management LP | 10 | 10 | 0.19% | 0.58% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sutton Wealth Advisors Inc. | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 10 | 10 | 0.52% | 0.95% | 1.61% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FOSTER DYKEMA CABOT & CO INC/MA | 10 | 10 | 0.01% | 0.24% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Invesco Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Comprehensive Financial Management LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
North Fourth Asset Management, LP | 5 | 1 | 0.10% | 0.31% | 0.55% | Q1 2022 | Q3 2023 | 9 |
Holocene Advisors, LP | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 4 | 0.00% | 0.20% | 0.46% | Q4 2020 | Q4 2023 | 9 |
Ensign Peak Advisors, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Core Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
MIZUHO MARKETS AMERICAS LLC | 5 | 1 | 0.00% | 0.10% | 0.44% | Q1 2022 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 9 | 9 | 0.00% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 5 | 4 | 0.00% | 0.06% | 0.21% | Q4 2020 | Q3 2023 | 9 |
Vantage Investment Partners, LLC | 9 | 9 | 2.29% | 3.73% | 6.20% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Caption Management, LLC | 4 | 2 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q4 2022 | 9 |
Vident Investment Advisory, LLC | 8 | 1 | 0.00% | 0.52% | 0.80% | Q4 2020 | Q2 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Amundi | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
State of New Jersey Common Pension Fund D | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 3 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 8 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.21% | 0.33% | 0.57% | Q2 2021 | Q3 2023 | 8 |
Summit X, LLC | 8 | 8 | 0.16% | 0.27% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Natixis Investment Managers International | 8 | 8 | 0.11% | 0.44% | 0.87% | Q2 2021 | Q1 2023 | 8 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 8 | 8 | 0.00% | 0.36% | 0.58% | Q2 2021 | Q1 2023 | 8 |
G2VP I Associates, LLC | 8 | 8 | 100.00% | 100.00% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Spire Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Caprock Group, LLC | 7 | 7 | 0.09% | 0.18% | 0.30% | Q2 2021 | Q4 2022 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
PICTET ASSET MANAGEMENT SA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
PLATINUM EQUITY, LLC | 7 | 7 | 5.67% | 10.76% | 22.44% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 7 |
SHELL ASSET MANAGEMENT CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q1 2023 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Exos Asset Management LLC | 6 | 6 | 0.02% | 0.15% | 0.44% | Q1 2021 | Q2 2022 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IMC-Chicago, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 6 |
RHUMBLINE ADVISERS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Handelsbanken Fonder AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ProShare Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.03% | 0.10% | Q3 2021 | Q3 2022 | 6 |
DIMENSION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 2 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NORGES BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.12% | 0.38% | Q4 2020 | Q3 2023 | 6 |
DnB Asset Management AS | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PITCAIRN CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 6 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Daiwa Securities Group Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Frank, Rimerman Advisors LLC | 5 | 5 | 0.20% | 0.31% | 0.40% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Point72 Asset Management, L.P. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.09% | 0.14% | Q2 2021 | Q2 2023 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Vectors Research Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Larson Financial Group LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Caerus Investment Advisors, LLC | 4 | 1 | 1.05% | 1.52% | 1.89% | Q4 2021 | Q1 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
LEO BROKERAGE, LLC | 2 | 1 | 0.01% | 0.09% | 0.26% | Q3 2021 | Q2 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Olympiad Research LP | 3 | 1 | 0.08% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EMFO, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
GROUP ONE TRADING, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
LMR Partners LLP | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.23% | 0.44% | 0.79% | Q1 2022 | Q4 2022 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Woodline Partners LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Aletheian Wealth Advisors LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q1 2023 | Q4 2023 | 4 |
TWINBEECH CAPITAL LP | 4 | 4 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q4 2022 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Vahanian & Associates Financial Planning Inc. | 3 | 1 | 0.22% | 0.27% | 0.34% | Q4 2021 | Q1 2023 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 4 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.12% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q1 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Gordian Capital Singapore Pte Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Portman Square Capital LLP | 3 | 3 | 0.24% | 0.31% | 0.35% | Q4 2022 | Q2 2023 | 3 |
Circle Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Riverview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2022 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.15% | 0.27% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Costello Asset Management, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 2 |
Newtyn Management, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 2 | 2 | 0.04% | 0.13% | 0.23% | Q2 2022 | Q3 2022 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.85% | 0.99% | 1.14% | Q1 2021 | Q2 2021 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
True Capital Management | 2 | 2 | 0.40% | 0.42% | 0.43% | Q4 2022 | Q1 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Crescent Park Management, L.P. | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Realta Investment Advisors | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Gemsstock Ltd. | 2 | 2 | 0.97% | 1.17% | 1.36% | Q4 2021 | Q1 2022 | 2 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.06% | 0.10% | 0.15% | Q1 2021 | Q3 2022 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.26% | 0.36% | 0.45% | Q4 2021 | Q1 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Advisors Network, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MOTCO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Polianta Ltd | 2 | 2 | 0.54% | 0.56% | 0.58% | Q2 2021 | Q3 2021 | 2 |
Mizuho Markets Cayman LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q1 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CAZ INVESTMENTS LP | 2 | 2 | 0.08% | 0.21% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Coatue Management | 2 | 2 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q2 2021 | 2 |
CULLINAN ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Canvas GP 1, L.L.C. | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q4 2021 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Infini Master Fund | 2 | 2 | 0.07% | 0.47% | 0.86% | Q4 2020 | Q1 2021 | 2 |
Soros Fund Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.17% | 0.49% | 0.82% | Q1 2022 | Q4 2022 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Wedmont Private Capital | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Infini Capital Management Ltd | 2 | 2 | 0.07% | 0.47% | 0.86% | Q4 2020 | Q1 2021 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2022 | 2 |
State of Wyoming | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q4 2020 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.07% | 0.14% | 0.22% | Q2 2021 | Q3 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 3.56% | 3.56% | 3.56% | Q1 2022 | Q1 2022 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q1 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2022 | Q1 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2021 | Q2 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Fore Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2021 | Q2 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zeal Asset Management Ltd | 1 | 1 | 5.81% | 5.81% | 5.81% | Q4 2020 | Q4 2020 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
STRS OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CQS (US), LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crystal Rock Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2021 | Q4 2021 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Tao Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Shay Capital LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2020 | Q4 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own LUMINAR TECHNOLOGIES INC or have owned LUMINAR TECHNOLOGIES INC in the past.