Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 55 |
Citadel Advisors | 19 | 19 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q3 2023 | 55 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 54 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.05% | 0.20% | Q2 2019 | Q3 2023 | 54 |
Parallax Volatility Advisers, L.P. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 52 |
UBS Group AG | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 51 |
Walleye Trading LLC | 18 | 18 | 0.00% | 0.04% | 0.17% | Q2 2019 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 50 |
D. E. Shaw & Co., Inc. | 16 | 2 | 0.00% | 0.04% | 0.21% | Q1 2019 | Q3 2023 | 49 |
PEAK6 Investments LLC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 46 |
HAP Trading, LLC | 18 | 18 | 0.00% | 0.06% | 0.57% | Q2 2019 | Q3 2023 | 46 |
HSBC HOLDINGS PLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 45 |
BARCLAYS PLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 45 |
WOLVERINE TRADING, LLC | 12 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 44 |
MILLENNIUM MANAGEMENT LLC | 14 | 4 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 44 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 12 | 5 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 39 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 14 | 0.01% | 0.13% | 0.51% | Q2 2020 | Q3 2023 | 38 |
Squarepoint Ops LLC | 14 | 3 | 0.00% | 0.13% | 0.72% | Q2 2019 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 4 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 36 |
Jefferies Group LLC | 14 | 14 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2022 | 35 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.06% | 0.29% | Q2 2020 | Q3 2023 | 34 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 31 |
NOMURA HOLDINGS INC | 17 | 17 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q2 2023 | 31 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 17 | 17 | 0.00% | 0.04% | 0.15% | Q3 2019 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q3 2023 | 28 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q4 2022 | 27 |
Walleye Capital LLC | 12 | 1 | 0.01% | 0.09% | 0.42% | Q2 2019 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 25 |
Creative Planning | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 23 |
Invesco Ltd. | 19 | 19 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 21 |
Twin Tree Management, LP | 9 | 9 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q2 2022 | 21 |
ExodusPoint Capital Management, LP | 9 | 1 | 0.00% | 0.23% | 1.17% | Q1 2019 | Q3 2023 | 21 |
NATIXIS | 14 | 2 | 0.00% | 0.41% | 1.29% | Q3 2019 | Q3 2023 | 20 |
Man Group plc | 18 | 18 | 0.00% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 20 |
PRIMECAP MANAGEMENT CO/CA/ | 19 | 19 | 0.03% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
EULAV Asset Management | 19 | 19 | 0.07% | 0.34% | 0.69% | Q1 2019 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 19 | 19 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
NORTHERN TRUST CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 19 | 19 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 3 | 0.00% | 0.10% | 0.44% | Q1 2019 | Q1 2023 | 19 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q4 2022 | 19 |
US BANCORP \DE\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GABLES CAPITAL MANAGEMENT INC. | 19 | 19 | 0.01% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 19 |
Legal & General Group Plc | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.04% | 0.14% | 0.26% | Q1 2019 | Q3 2023 | 19 |
VANGUARD GROUP INC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Alkeon Capital Management | 9 | 6 | 0.06% | 0.24% | 0.48% | Q1 2019 | Q1 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.14% | 0.41% | Q2 2019 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Quinn Opportunity Partners LLC | 18 | 18 | 0.72% | 3.40% | 6.80% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
TUDOR INVESTMENT CORP ET AL | 9 | 7 | 0.00% | 0.09% | 0.32% | Q1 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Financial Management Professionals, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 16 | 2 | 0.00% | 0.07% | 0.22% | Q1 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 10 | 10 | 0.00% | 0.21% | 0.65% | Q4 2020 | Q1 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Hartford Financial Management Inc. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Alphabet Inc. | 18 | 18 | 1.90% | 14.69% | 51.90% | Q1 2019 | Q2 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 17 |
Paradigm Financial Partners, LLC | 17 | 17 | 0.14% | 2.98% | 5.75% | Q3 2019 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
FIRST TRUST ADVISORS LP | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Utah Retirement Systems | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
FEDERATED HERMES, INC. | 11 | 6 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 17 |
AMERICAN CENTURY COMPANIES INC | 17 | 17 | 0.00% | 0.11% | 0.20% | Q1 2019 | Q1 2023 | 17 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Princeton Global Asset Management LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Cohen Capital Management, Inc. | 17 | 17 | 0.04% | 0.38% | 0.81% | Q3 2019 | Q3 2023 | 17 |
PRICE T ROWE ASSOCIATES INC /MD/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 17 | 17 | 0.02% | 1.00% | 2.69% | Q3 2019 | Q3 2023 | 17 |
Baillie Gifford | 17 | 17 | 0.00% | 0.15% | 0.40% | Q1 2019 | Q1 2023 | 17 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.02% | 0.15% | Q1 2019 | Q3 2023 | 17 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.01% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 17 |
STALEY CAPITAL ADVISERS INC | 17 | 17 | 0.08% | 0.29% | 0.52% | Q3 2019 | Q3 2023 | 17 |
AMALGAMATED BANK | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Vivaldi Capital Management LP | 17 | 17 | 0.04% | 0.32% | 0.79% | Q3 2019 | Q3 2023 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Penserra Capital Management LLC | 17 | 17 | 0.00% | 0.37% | 1.20% | Q2 2019 | Q2 2023 | 17 |
Centiva Capital, LP | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 12 | 5 | 0.04% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 17 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Argent Trust Co | 15 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Engineers Gate Manager LP | 9 | 7 | 0.02% | 0.09% | 0.22% | Q3 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.03% | 0.30% | Q4 2019 | Q3 2023 | 16 |
NORGES BANK | 16 | 16 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Bray Capital Advisors | 16 | 16 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q1 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Semmax Financial Advisors Inc. | 15 | 1 | 0.00% | 0.14% | 0.27% | Q2 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Calamos Advisors LLC | 15 | 15 | 0.00% | 0.07% | 0.23% | Q1 2019 | Q3 2022 | 16 |
ETF MANAGERS GROUP, LLC | 16 | 16 | 0.00% | 0.14% | 0.29% | Q2 2019 | Q1 2023 | 16 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
IEQ CAPITAL, LLC | 13 | 2 | 0.01% | 0.06% | 0.25% | Q4 2019 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GILDER GAGNON HOWE & CO LLC | 14 | 1 | 0.00% | 0.16% | 0.58% | Q1 2019 | Q2 2023 | 15 |
CREDIT AGRICOLE S A | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 14 | 1 | 0.00% | 0.09% | 0.42% | Q1 2019 | Q4 2022 | 15 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.18% | 0.92% | Q1 2019 | Q3 2023 | 15 |
Optas, LLC | 15 | 15 | 0.12% | 0.23% | 0.46% | Q1 2020 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 15 | 15 | 0.03% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
GUGGENHEIM CAPITAL LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
TD Capital Management LLC | 10 | 5 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 15 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.00% | 0.05% | 0.22% | Q3 2019 | Q3 2023 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.08% | 0.18% | Q3 2019 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 1 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 15 |
Adero Partners, LLC | 11 | 4 | 0.05% | 0.96% | 3.59% | Q4 2019 | Q3 2023 | 15 |
Spyglass Capital Management LLC | 15 | 15 | 2.60% | 3.99% | 5.59% | Q1 2020 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.33% | 0.65% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Blume Capital Management, Inc. | 10 | 1 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cerity Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 14 |
CI INVESTMENTS INC. | 8 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.01% | 0.23% | 0.42% | Q2 2019 | Q3 2022 | 14 |
American Research & Management Co. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Allianz Asset Management GmbH | 8 | 2 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 14 |
TFG Asset Management GP Ltd | 8 | 6 | 0.26% | 3.41% | 8.01% | Q3 2019 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Morningstar Investment Services LLC | 14 | 14 | 0.00% | 0.38% | 0.66% | Q2 2019 | Q3 2022 | 14 |
FIRST MANHATTAN CO. LLC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Shay Capital LLC | 5 | 3 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.22% | 0.37% | Q3 2019 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.61% | 3.33% | 8.60% | Q3 2020 | Q4 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.13% | 0.80% | Q1 2019 | Q3 2022 | 13 |
TCI Wealth Advisors, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.03% | 0.09% | 0.16% | Q2 2019 | Q2 2022 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
AVIVA PLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
GATEWAY INVESTMENT ADVISERS LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.01% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 13 |
Plante Moran Financial Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Sandy Spring Bank | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ClearBridge Investments | 9 | 4 | 0.00% | 0.07% | 0.19% | Q1 2019 | Q1 2023 | 13 |
Point72 Asset Management, L.P. | 5 | 2 | 0.00% | 0.09% | 0.23% | Q1 2019 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Optimus Prime Fund Management Co., Ltd. | 8 | 5 | 0.08% | 0.51% | 0.94% | Q3 2019 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
DekaBank Deutsche Girozentrale | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q4 2022 | 12 |
Brookside Equity Partners LLC | 12 | 12 | 1.91% | 5.92% | 12.95% | Q4 2020 | Q3 2023 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 4 | 4 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q2 2022 | 12 |
PDT Partners, LLC | 8 | 4 | 0.01% | 0.29% | 0.64% | Q4 2019 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 6 | 2 | 0.04% | 0.49% | 0.97% | Q2 2019 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 12 |
Clal Insurance Enterprises Holdings Ltd | 12 | 12 | 0.24% | 0.57% | 1.01% | Q1 2020 | Q4 2022 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Consolidated Investment Group LLC | 12 | 12 | 0.09% | 0.20% | 0.36% | Q1 2020 | Q4 2022 | 12 |
SAGE RHINO CAPITAL LLC | 9 | 1 | 0.06% | 0.30% | 0.69% | Q3 2019 | Q4 2022 | 12 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 12 |
Jackson Square Partners, LLC | 12 | 12 | 0.45% | 1.58% | 3.19% | Q1 2020 | Q4 2022 | 12 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 3 | 0.00% | 1.04% | 3.64% | Q1 2019 | Q2 2023 | 12 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.20% | 0.68% | 1.13% | Q4 2019 | Q3 2022 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
PUTNAM INVESTMENTS LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Cavalry Management Group, LLC | 11 | 1 | 0.10% | 3.74% | 6.42% | Q1 2019 | Q4 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ENTRUST GLOBAL PARTNERS L L C | 12 | 12 | 5.97% | 17.24% | 33.38% | Q4 2020 | Q3 2023 | 12 |
Copperleaf Capital, LLC | 12 | 12 | 0.21% | 0.43% | 0.63% | Q4 2019 | Q3 2022 | 12 |
NISA INVESTMENT ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.09% | 0.39% | Q1 2019 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 12 |
abrdn plc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Newton One Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 4 | 2 | 0.02% | 0.31% | 1.03% | Q1 2019 | Q2 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.26% | 3.04% | 7.00% | Q1 2019 | Q3 2021 | 11 |
AQR Capital Management | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 1 | 0.01% | 0.19% | 0.42% | Q1 2020 | Q3 2023 | 11 |
Caption Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.14% | Q4 2019 | Q3 2022 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
DIMENSIONAL FUND ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
AO Asset Management, LP | 11 | 11 | 0.05% | 1.34% | 4.52% | Q1 2019 | Q3 2021 | 11 |
Investment Research & Advisory Group, Inc. | 11 | 11 | 0.07% | 0.33% | 0.57% | Q4 2019 | Q2 2022 | 11 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.05% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Polar Asset Management Partners Inc. | 8 | 1 | 0.00% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Paloma Partners Management Co | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Portman Square Capital LLP | 4 | 4 | 0.02% | 0.24% | 0.68% | Q4 2022 | Q3 2023 | 11 |
Bordeaux Wealth Advisors LLC | 11 | 11 | 0.16% | 0.87% | 2.15% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 5 | 1 | 0.01% | 0.11% | 0.36% | Q1 2020 | Q4 2022 | 11 |
Delta Accumulation, LLC | 5 | 5 | 0.02% | 0.62% | 2.63% | Q4 2021 | Q4 2022 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Evolution Wealth Advisors, LLC | 6 | 5 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q2 2022 | 11 |
CSS LLC/IL | 6 | 3 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 6 | 1 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 11 |
Senator Investment Group LP | 7 | 4 | 0.20% | 1.40% | 3.72% | Q1 2019 | Q4 2021 | 11 |
Clarius Group, LLC | 10 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q1 2022 | 11 |
Vontobel Holding Ltd. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
OSTERWEIS CAPITAL MANAGEMENT INC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Gerber Kawasaki Wealth & Investment Management | 9 | 1 | 0.00% | 0.08% | 0.15% | Q3 2019 | Q1 2022 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.20% | 0.33% | 0.42% | Q1 2019 | Q2 2021 | 10 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.11% | 0.36% | Q4 2019 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 6 | 4 | 0.00% | 0.08% | 0.42% | Q1 2019 | Q4 2021 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Quadrature Capital Ltd | 9 | 1 | 0.04% | 0.17% | 0.29% | Q4 2020 | Q2 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q4 2021 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 10 |
Kohlberg Kravis Roberts & Co. L.P. | 10 | 10 | 0.13% | 0.84% | 2.93% | Q1 2019 | Q2 2021 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
BROWN ADVISORY INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Archer Investment Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CMT Capital Markets Trading GmbH | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2021 | 10 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.08% | 0.41% | 0.64% | Q4 2020 | Q1 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
J. Goldman & Co LP | 3 | 2 | 0.00% | 0.17% | 0.31% | Q2 2019 | Q2 2023 | 10 |
FRED ALGER MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.08% | 0.18% | Q1 2019 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
COMMERCE BANK | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 6 | 6 | 0.10% | 0.26% | 0.54% | Q3 2019 | Q4 2020 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AH Equity Partners III, L.L.C. | 9 | 9 | 19.54% | 71.13% | 100.00% | Q1 2019 | Q1 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 9 |
First Bank & Trust | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
AH Equity Partners III (Parallel), L.L.C. | 9 | 9 | 43.84% | 92.44% | 100.00% | Q1 2019 | Q1 2021 | 9 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.18% | 0.43% | Q2 2020 | Q3 2023 | 9 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.13% | 0.46% | Q3 2020 | Q3 2023 | 9 |
Claar Advisors LLC | 9 | 9 | 0.04% | 0.59% | 1.26% | Q1 2019 | Q1 2021 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Bayesian Capital Management, LP | 5 | 1 | 0.10% | 0.26% | 0.52% | Q3 2019 | Q1 2022 | 9 |
BLUESTEIN R H & CO LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 9 |
Summit Trail Advisors, LLC | 9 | 9 | 0.02% | 0.08% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 9 |
Paragon Capital Management Ltd | 9 | 9 | 0.59% | 1.27% | 2.62% | Q3 2021 | Q3 2023 | 9 |
Waypoint Wealth Partners Inc. | 6 | 3 | 0.05% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.21% | Q3 2019 | Q3 2021 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Ethic Inc. | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Occidental Asset Management, LLC | 5 | 4 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q2 2023 | 9 |
CastleKnight Management LP | 8 | 8 | 0.03% | 0.13% | 0.31% | Q4 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.07% | 0.27% | Q4 2019 | Q1 2023 | 9 |
JEPPSON WEALTH MANAGEMENT, LLC | 5 | 4 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q1 2023 | 9 |
Renaissance Technologies | 6 | 3 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 9 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.14% | 0.28% | Q2 2019 | Q3 2021 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2022 | 9 |
PARK AVENUE SECURITIES LLC | 5 | 4 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q1 2022 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2022 | 9 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.21% | Q1 2019 | Q2 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2021 | 9 |
Gotham Asset Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Private Capital Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 9 |
Ensign Peak Advisors, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HCR Wealth Advisors | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2022 | 8 |
WASATCH ADVISORS LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Prentice Capital Management, LP | 8 | 8 | 4.86% | 10.20% | 22.56% | Q4 2021 | Q3 2023 | 8 |
CLARK ESTATES INC/NY | 8 | 8 | 0.99% | 1.30% | 1.78% | Q1 2020 | Q4 2021 | 8 |
Brookstone Capital Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Human Investing LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 6 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2022 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
D.A. DAVIDSON & CO. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 8 |
AlphaCrest Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
TOBAM | 8 | 8 | 0.00% | 0.08% | 0.59% | Q3 2020 | Q2 2022 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
JUMP TRADING, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q4 2019 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 8 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 8 | 0.02% | 0.18% | 0.41% | Q4 2020 | Q3 2022 | 8 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 8 |
Jump Financial, LLC | 4 | 1 | 0.05% | 0.15% | 0.28% | Q4 2020 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Banco de Sabadell, S.A | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 8 |
KCL Capital, L.P. | 6 | 1 | 0.69% | 2.00% | 3.10% | Q1 2019 | Q1 2022 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q4 2022 | 8 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Hudson Bay Capital Management LP | 4 | 2 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Arden Trust Co | 8 | 8 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.67% | 0.99% | 1.38% | Q4 2021 | Q3 2023 | 8 |
MARSICO CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.26% | 0.57% | Q4 2019 | Q3 2021 | 8 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 8 |
Formidable Asset Management, LLC | 8 | 8 | 0.06% | 0.17% | 0.63% | Q2 2019 | Q1 2021 | 8 |
SRS Capital Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 8 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.17% | 0.69% | Q2 2019 | Q3 2023 | 8 |
Candriam S.C.A. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q2 2022 | 8 |
BRIGHTON JONES LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 8 |
RBF Capital, LLC | 5 | 1 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Waldron Private Wealth LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2022 | 8 |
Marshall Wace North America L.P. | 4 | 4 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 6 | 1 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 7 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 7 |
Ecofin Advisors Ltd | 4 | 3 | 0.62% | 1.27% | 2.75% | Q1 2019 | Q4 2020 | 7 |
Junson Asset Management (Hong Kong) Ltd | 7 | 7 | 0.52% | 2.30% | 5.38% | Q4 2020 | Q2 2022 | 7 |
BANK HAPOALIM BM | 7 | 7 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
GLADE BROOK CAPITAL PARTNERS LLC | 7 | 7 | 3.27% | 32.26% | 100.00% | Q1 2019 | Q3 2020 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.38% | 0.66% | 0.96% | Q1 2021 | Q3 2022 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Aubrey Capital Management Ltd | 4 | 3 | 0.06% | 0.13% | 0.36% | Q3 2020 | Q4 2022 | 7 |
Daiwa Securities Group Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 7 |
CAZ INVESTMENTS LP | 7 | 7 | 4.99% | 11.78% | 30.79% | Q1 2020 | Q3 2021 | 7 |
Cetera Investment Advisers | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.01% | 0.07% | 0.13% | Q1 2020 | Q3 2021 | 7 |
Summit Financial, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Invenomic Capital Management LP | 6 | 6 | 0.44% | 1.37% | 2.38% | Q2 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
PICTET ASSET MANAGEMENT LTD | 6 | 1 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q2 2021 | 7 |
Compass Advisory Group LLC | 7 | 7 | 0.08% | 0.18% | 0.23% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Woodline Partners LP | 6 | 1 | 0.62% | 0.78% | 1.02% | Q1 2020 | Q1 2022 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Elite Wealth Management, Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 7 |
Crawford Lake Capital Management, LLC | 3 | 2 | 0.11% | 1.12% | 2.86% | Q2 2019 | Q1 2021 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Firestone Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Robeco Institutional Asset Management B.V. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
EXANE DERIVATIVES | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 7 |
Polar Capital Holdings Plc | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Capital World Investors | 5 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Gulf International Bank (UK) Ltd | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
SCOTIA CAPITAL INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Vestcor Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
WADDELL & REED FINANCIAL INC | 4 | 2 | 0.06% | 0.11% | 0.20% | Q1 2019 | Q1 2021 | 6 |
USS Investment Management Ltd | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
XTX Topco Ltd | 6 | 6 | 0.06% | 0.11% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 6 |
WOODSTOCK CORP | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
NWK Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
IBM Retirement Fund | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.10% | 0.24% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Tatro Capital, LLC | 5 | 1 | 0.22% | 0.41% | 0.55% | Q4 2019 | Q3 2021 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.04% | 0.16% | 0.24% | Q2 2020 | Q1 2022 | 6 |
IFM Investors Pty Ltd | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.10% | 0.16% | 0.30% | Q2 2020 | Q3 2021 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 6 |
Performa Ltd (US), LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 6 | 6 | 0.03% | 0.11% | 0.14% | Q1 2021 | Q2 2022 | 6 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 6 | 6 | 3.03% | 4.71% | 6.07% | Q4 2020 | Q1 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.03% | 0.11% | 0.24% | Q1 2021 | Q2 2023 | 6 |
Graham Capital Management, L.P. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 6 |
WESTPAC BANKING CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Korea Investment CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Myriad Asset Management Ltd. | 4 | 1 | 0.09% | 1.76% | 2.83% | Q1 2019 | Q4 2021 | 6 |
Twenty Acre Capital LP | 6 | 6 | 1.62% | 3.53% | 5.99% | Q1 2022 | Q2 2023 | 6 |
Element Wealth, LLC | 6 | 6 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q1 2022 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 6 |
PALISADE CAPITAL MANAGEMENT, LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Dynamic Technology Lab Private Ltd | 4 | 2 | 0.02% | 0.21% | 0.39% | Q3 2021 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Chicago Capital, LLC | 6 | 6 | 0.05% | 0.09% | 0.12% | Q3 2019 | Q4 2020 | 6 |
Summit X, LLC | 5 | 1 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 6 |
Elo Mutual Pension Insurance Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Aperio Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Contour Asset Management LLC | 4 | 4 | 0.10% | 0.91% | 1.59% | Q1 2019 | Q4 2019 | 6 |
EXCALIBUR MANAGEMENT CORP | 6 | 6 | 0.25% | 0.32% | 0.40% | Q4 2020 | Q1 2022 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FORMULA GROWTH LTD | 3 | 3 | 0.62% | 1.06% | 1.55% | Q3 2019 | Q4 2022 | 6 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q4 2020 | 6 |
Alibaba Group Holding Ltd | 6 | 6 | 14.30% | 20.49% | 26.01% | Q3 2019 | Q4 2020 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 6 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.04% | 0.06% | 0.17% | Q2 2022 | Q3 2023 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Livforsakringsbolaget Skandia, Omsesidigt | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.02% | 0.17% | 0.33% | Q3 2019 | Q2 2020 | 6 |
Asset Management One Co., Ltd. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
USCA RIA LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 6 |
FIL Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Cinctive Capital Management LP | 2 | 1 | 0.02% | 0.17% | 0.42% | Q4 2020 | Q3 2023 | 6 |
Lido Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2022 | 6 |
ALPHA WINDWARD LLC | 6 | 6 | 0.06% | 0.18% | 0.31% | Q2 2019 | Q3 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.03% | 0.24% | 0.49% | Q2 2021 | Q4 2022 | 6 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2020 | 6 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.17% | 0.47% | 1.22% | Q3 2019 | Q3 2023 | 6 |
Forefront Analytics, LLC | 6 | 6 | 0.31% | 0.44% | 0.52% | Q3 2019 | Q4 2020 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Alight Capital Management LP | 5 | 1 | 0.55% | 1.87% | 3.28% | Q2 2019 | Q4 2021 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
DnB Asset Management AS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Pearl River Capital, LLC | 5 | 5 | 0.06% | 0.20% | 0.47% | Q4 2021 | Q4 2022 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Anomaly Capital Management, LP | 5 | 5 | 1.84% | 4.39% | 7.64% | Q1 2021 | Q1 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Activest Wealth Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.10% | 0.26% | 0.73% | Q1 2019 | Q1 2022 | 5 |
Elequin Capital, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
L & S Advisors Inc | 2 | 1 | 0.12% | 0.15% | 0.18% | Q1 2019 | Q1 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Soros Fund Management | 2 | 1 | 0.00% | 0.16% | 0.36% | Q1 2019 | Q3 2023 | 5 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.27% | 0.84% | 1.76% | Q3 2019 | Q1 2021 | 5 |
Bluefin Trading, LLC | 3 | 3 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q2 2020 | 5 |
Capula Management Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 1 | 0.00% | 0.26% | 0.39% | Q1 2021 | Q3 2023 | 5 |
APG Asset Management N.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Granite Investment Partners, LLC | 5 | 5 | 0.07% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Triatomic Management LP | 3 | 1 | 0.46% | 1.05% | 2.50% | Q3 2022 | Q3 2023 | 5 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 5 | 5 | 0.93% | 1.80% | 2.42% | Q4 2020 | Q4 2021 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q2 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 1 | 0.01% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 5 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 5 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 2 | 0.06% | 0.13% | 0.30% | Q1 2022 | Q3 2023 | 5 |
HAMILTON LANE ADVISORS LLC | 3 | 1 | 0.11% | 0.46% | 0.86% | Q3 2019 | Q2 2021 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Texas Capital Bank Wealth Management Services Inc | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.04% | 0.19% | 0.44% | Q3 2020 | Q2 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Maple Rock Capital Partners | 2 | 1 | 1.89% | 2.28% | 2.83% | Q3 2022 | Q3 2023 | 5 |
Diametric Capital, LP | 2 | 1 | 0.06% | 0.41% | 1.12% | Q2 2019 | Q4 2022 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.08% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.03% | 0.39% | 1.19% | Q1 2019 | Q2 2022 | 5 |
Teza Capital Management LLC | 3 | 1 | 0.02% | 0.12% | 0.27% | Q1 2021 | Q3 2023 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
Kerrisdale Advisers, LLC | 3 | 1 | 0.11% | 1.32% | 2.38% | Q2 2019 | Q2 2023 | 5 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 5 | 0.64% | 0.98% | 1.31% | Q1 2019 | Q1 2020 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 5 |
FAYEZ SAROFIM & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Achmea Investment Management B.V. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q1 2022 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Johnson Midwest Financial, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Corton Capital Inc. | 2 | 1 | 0.09% | 0.26% | 0.42% | Q4 2021 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
XR Securities LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 5 |
Rafferty Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Andra AP-fonden | 3 | 2 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 5 |
Islet Management, LP | 4 | 1 | 0.43% | 0.61% | 0.80% | Q1 2019 | Q2 2021 | 5 |
EMC Capital Management | 5 | 5 | 0.02% | 0.08% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Renaissance Capital LLC | 3 | 2 | 1.30% | 2.14% | 3.30% | Q4 2020 | Q1 2022 | 5 |
Candlestick Capital Management LP | 3 | 1 | 0.34% | 0.60% | 1.02% | Q4 2019 | Q3 2021 | 5 |
Tyler-Stone Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 5 |
SEEYOND | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
NAN FUNG TRINITY (HK) Ltd | 5 | 5 | 0.54% | 0.87% | 1.26% | Q4 2021 | Q4 2022 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.01% | 0.70% | 1.80% | Q1 2019 | Q1 2021 | 5 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 3 | 3 | 0.40% | 1.25% | 2.45% | Q2 2019 | Q4 2019 | 4 |
WEDBUSH SECURITIES INC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 4 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 4 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.02% | 0.03% | 0.08% | Q1 2022 | Q1 2023 | 4 |
CWH Capital Management, Inc. | 4 | 4 | 1.83% | 2.53% | 3.07% | Q1 2020 | Q4 2020 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 4 | 0.70% | 1.75% | 2.51% | Q3 2021 | Q2 2022 | 4 |
Mission Creek Capital Partners, Inc. | 3 | 1 | 0.57% | 1.14% | 1.67% | Q4 2019 | Q2 2021 | 4 |
Alta Park Capital, LP | 3 | 1 | 2.76% | 3.79% | 5.18% | Q4 2019 | Q2 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gleason Group, Inc. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.08% | 0.14% | Q1 2021 | Q2 2023 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Menard Financial Group LLC | 4 | 4 | 0.20% | 0.26% | 0.32% | Q4 2020 | Q3 2021 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.06% | 0.08% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 4 |
DELTEC ASSET MANAGEMENT LLC | 3 | 1 | 0.04% | 0.37% | 1.28% | Q4 2020 | Q1 2022 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.05% | 0.60% | 1.05% | Q1 2019 | Q1 2022 | 4 |
Interval Partners, LP | 1 | 1 | 0.03% | 0.25% | 0.80% | Q1 2019 | Q4 2021 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Versor Investments LP | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TIGER MANAGEMENT L.L.C. | 3 | 1 | 0.08% | 0.27% | 0.40% | Q4 2019 | Q4 2020 | 4 |
Glenview Capital Management | 4 | 4 | 0.35% | 0.94% | 2.32% | Q2 2020 | Q1 2021 | 4 |
King Wealth Management Group | 4 | 4 | 0.08% | 0.10% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.15% | 0.23% | Q1 2020 | Q2 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.06% | 0.14% | 0.34% | Q1 2021 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 4 |
Indie Asset Partners, LLC | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Pier Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.12% | 0.38% | 0.72% | Q1 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2020 | Q3 2021 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.35% | 0.57% | 1.08% | Q2 2019 | Q1 2020 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 4 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.00% | 0.10% | 0.37% | Q2 2019 | Q1 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q3 2020 | 4 |
World Asset Management Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
HighPoint Advisor Group LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Jericho Capital Asset Management L.P. | 2 | 1 | 0.21% | 1.10% | 1.51% | Q1 2019 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 1.02% | 2.02% | 2.79% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Avitas Wealth Management LLC | 3 | 1 | 0.01% | 0.14% | 0.30% | Q1 2019 | Q2 2020 | 4 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Point72 Middle East FZE | 4 | 4 | 0.04% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
Avestar Capital, LLC | 2 | 1 | 0.01% | 0.15% | 0.34% | Q2 2019 | Q1 2022 | 4 |
Ally Financial Inc. | 4 | 4 | 0.17% | 0.27% | 0.33% | Q1 2020 | Q4 2020 | 4 |
Atom Investors LP | 2 | 1 | 0.05% | 0.13% | 0.23% | Q3 2019 | Q1 2021 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 4 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.10% | 0.37% | Q3 2019 | Q3 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Americana Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
AIA Investment Management Private Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 2 | 0.38% | 0.78% | 1.09% | Q4 2020 | Q1 2021 | 3 |
PROFUND ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Sculptor Capital LP | 2 | 2 | 0.02% | 0.14% | 0.38% | Q1 2019 | Q2 2019 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.03% | 0.14% | 0.34% | Q1 2021 | Q3 2021 | 3 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.42% | 0.48% | 0.55% | Q1 2020 | Q3 2020 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 2.67% | 8.43% | 12.06% | Q1 2019 | Q3 2020 | 3 |
HARBOURVEST PARTNERS LLC | 3 | 3 | 0.26% | 0.32% | 0.37% | Q1 2020 | Q3 2020 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 3 | 0.08% | 0.11% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Osborn Williams & Donohoe LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q1 2020 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Archon Capital Management LLC | 2 | 1 | 0.02% | 0.82% | 2.40% | Q4 2022 | Q3 2023 | 3 |
Paulson & Co. | 3 | 3 | 0.12% | 1.59% | 2.77% | Q1 2019 | Q3 2019 | 3 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 3 |
AWH Capital, L.P. | 3 | 3 | 4.27% | 4.87% | 5.24% | Q2 2019 | Q4 2019 | 3 |
RIVERSTONE GROUP, LLC | 3 | 3 | 0.41% | 0.59% | 0.74% | Q1 2020 | Q3 2020 | 3 |
Connacht Asset Management LP | 2 | 2 | 0.22% | 1.33% | 3.20% | Q4 2020 | Q1 2021 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.06% | 0.19% | 0.30% | Q1 2019 | Q3 2019 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 3 |
VCU Investment Management Co | 3 | 3 | 0.52% | 0.67% | 0.84% | Q1 2020 | Q3 2020 | 3 |
Varma Mutual Pension Insurance Co | 2 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q4 2021 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Schubert & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Anchorage Capital Group, L.L.C. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Providence Equity Partners L.L.C. | 3 | 3 | 0.67% | 9.16% | 22.43% | Q4 2020 | Q2 2021 | 3 |
Golden Green, Inc. | 3 | 3 | 0.27% | 0.33% | 0.39% | Q1 2021 | Q3 2021 | 3 |
West Branch Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 3 |
Stormborn Capital Management, LLC | 3 | 3 | 2.24% | 4.54% | 7.37% | Q1 2019 | Q3 2019 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Linden Thomas Advisory Services, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Atika Capital Management LLC | 2 | 1 | 1.08% | 1.22% | 1.33% | Q4 2019 | Q1 2021 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.11% | 0.15% | 0.19% | Q3 2022 | Q1 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.16% | 0.28% | Q3 2020 | Q3 2023 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q3 2020 | 3 |
BAMCO INC /NY/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.02% | 0.09% | 0.24% | Q4 2019 | Q1 2022 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.07% | 0.20% | Q1 2019 | Q4 2021 | 3 |
Prisma Capital Partners LP | 3 | 3 | 43.23% | 45.21% | 47.85% | Q1 2019 | Q3 2019 | 3 |
Clearline Capital LP | 3 | 3 | 0.18% | 0.36% | 0.61% | Q2 2022 | Q4 2022 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Atreides Management, LP | 2 | 1 | 1.13% | 2.14% | 3.73% | Q4 2019 | Q1 2021 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.22% | 0.64% | 1.30% | Q1 2019 | Q3 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.02% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Coatue Management | 1 | 1 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q3 2022 | 3 |
Telemark Asset Management, LLC | 3 | 3 | 0.62% | 2.06% | 3.01% | Q2 2019 | Q4 2019 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.02% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q4 2021 | 3 |
Delphia (USA) Inc. | 2 | 1 | 0.39% | 0.40% | 0.40% | Q4 2021 | Q2 2023 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.17% | 0.38% | Q2 2020 | Q1 2021 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.04% | 0.47% | 0.78% | Q1 2021 | Q2 2021 | 3 |
AIA Group Ltd | 3 | 3 | 0.08% | 0.12% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Murchinson Ltd. | 3 | 3 | 0.09% | 0.26% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q3 2021 | 3 |
Bridgefront Capital, LLC | 3 | 3 | 0.06% | 0.20% | 0.27% | Q4 2022 | Q2 2023 | 3 |
Congress Park Capital LLC | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2020 | Q2 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Dorsal Capital Management, LP | 3 | 3 | 1.65% | 1.82% | 2.02% | Q1 2023 | Q3 2023 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q2 2019 | Q3 2019 | 3 |
High Net Worth Advisory Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
BlueDrive Global Investors LLP | 3 | 3 | 3.50% | 4.92% | 5.65% | Q3 2021 | Q1 2022 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Owl Creek Asset Management, L.P. | 3 | 3 | 0.37% | 0.44% | 0.49% | Q4 2022 | Q2 2023 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 0.62% | 0.77% | 0.85% | Q2 2019 | Q4 2019 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jade Capital Advisors, LLC | 2 | 1 | 0.25% | 0.58% | 0.82% | Q1 2021 | Q1 2022 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Engle Capital Management, L.P. | 3 | 3 | 9.89% | 12.23% | 14.39% | Q4 2020 | Q2 2021 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.10% | 0.20% | 0.37% | Q4 2020 | Q2 2021 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 3 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.60% | 0.85% | 1.31% | Q3 2019 | Q1 2020 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.14% | 0.22% | 0.33% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
S.A. Mason LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 3 |
LANDAAS & CO /WI /ADV | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q2 2023 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.10% | 0.14% | 0.17% | Q2 2019 | Q4 2019 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Crestline Management, LP | 2 | 1 | 0.04% | 0.14% | 0.22% | Q2 2019 | Q4 2020 | 3 |
Capital Markets Trading UK LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
Apertura Capital, LLC | 3 | 3 | 2.99% | 3.30% | 3.50% | Q2 2019 | Q4 2019 | 3 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.09% | 0.24% | Q1 2021 | Q2 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.24% | 0.72% | 1.17% | Q4 2020 | Q1 2022 | 3 |
ANTIPODES PARTNERS Ltd | 2 | 2 | 0.87% | 1.44% | 2.00% | Q3 2022 | Q4 2022 | 2 |
Teton Capital Partners | 2 | 2 | 2.00% | 2.70% | 3.40% | Q3 2020 | Q4 2020 | 2 |
Greenspring Associates, LLC | 2 | 2 | 8.89% | 9.31% | 9.72% | Q3 2019 | Q4 2019 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Salesforce, Inc. | 2 | 2 | 5.80% | 7.44% | 9.09% | Q1 2019 | Q2 2019 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.23% | 0.30% | 0.37% | Q3 2019 | Q4 2019 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
IRON Financial LLC | 1 | 1 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q4 2020 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.32% | 0.60% | 0.88% | Q1 2019 | Q2 2019 | 2 |
Portland Ltd | 1 | 1 | 6.12% | 6.61% | 7.09% | Q1 2020 | Q2 2021 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.21% | 0.42% | Q4 2022 | Q2 2023 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 2 |
Ardmore Road Asset Management LP | 2 | 2 | 0.92% | 1.50% | 2.08% | Q1 2023 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
FORD FOUNDATION | 2 | 2 | 0.70% | 0.77% | 0.84% | Q4 2021 | Q1 2022 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Ako Capital | 2 | 2 | 1.33% | 1.66% | 1.98% | Q1 2021 | Q2 2021 | 2 |
Peak Financial Management, Inc. | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q1 2021 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.14% | 3.61% | 7.09% | Q1 2019 | Q1 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.07% | 0.90% | 1.73% | Q4 2020 | Q1 2021 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 1.56% | 3.91% | 6.27% | Q2 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q2 2019 | Q1 2020 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Greenvale Capital LLP | 2 | 2 | 4.13% | 4.30% | 4.47% | Q4 2020 | Q1 2021 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Chimera Capital Management LLC | 1 | 1 | 0.46% | 0.72% | 0.98% | Q1 2022 | Q1 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Shellback Capital, LP | 2 | 2 | 0.42% | 0.45% | 0.48% | Q1 2019 | Q2 2019 | 2 |
black-and-white Capital LP | 1 | 1 | 0.16% | 0.54% | 0.92% | Q1 2019 | Q2 2021 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.05% | 0.85% | 1.65% | Q1 2019 | Q2 2019 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.53% | 1.16% | 1.78% | Q1 2023 | Q3 2023 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Elephas Investment Management Ltd | 2 | 2 | 1.96% | 7.48% | 12.99% | Q1 2020 | Q2 2020 | 2 |
Trevian Wealth Management LLC | 2 | 2 | 0.17% | 0.81% | 1.44% | Q1 2023 | Q2 2023 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.43% | 0.94% | 1.45% | Q2 2020 | Q1 2021 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q1 2019 | Q1 2022 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.24% | 0.33% | 0.42% | Q1 2020 | Q2 2021 | 2 |
NWI MANAGEMENT LP | 2 | 2 | 0.36% | 0.64% | 0.92% | Q3 2022 | Q4 2022 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Tairen Capital Ltd | 1 | 1 | 0.18% | 1.33% | 2.48% | Q1 2019 | Q4 2019 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Tabor Asset Management, LP | 1 | 1 | 0.98% | 1.16% | 1.33% | Q1 2021 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Price Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Par Capital Management | 1 | 1 | 0.03% | 0.60% | 1.17% | Q1 2020 | Q4 2021 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.05% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 2 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Board of Trustees of The Leland Stanford Junior University | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q1 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.34% | 0.37% | 0.40% | Q2 2022 | Q3 2022 | 2 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.67% | 1.71% | 2.74% | Q4 2019 | Q4 2020 | 2 |
Morse Asset Management, Inc | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
DOW CHEMICAL CO /DE/ | 2 | 2 | 1.73% | 2.16% | 2.60% | Q3 2019 | Q4 2019 | 2 |
Alpha Wave Global, LP | 2 | 2 | 42.92% | 46.53% | 50.15% | Q1 2019 | Q2 2019 | 2 |
Conrad N. Hilton Foundation | 2 | 2 | 0.12% | 0.90% | 1.67% | Q2 2021 | Q3 2021 | 2 |
Pendal Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 48.02% | 56.30% | 64.58% | Q1 2020 | Q2 2020 | 2 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.30% | 0.59% | Q4 2021 | Q2 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Huber Capital Management LLC | 2 | 2 | 0.26% | 0.34% | 0.41% | Q2 2023 | Q3 2023 | 2 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 0.15% | 0.24% | 0.34% | Q2 2019 | Q3 2019 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ING GROEP NV | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 2 |
B. Metzler seel. Sohn & Co. AG | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.01% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Segment Wealth Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2020 | Q2 2022 | 2 |
6elm Capital LP | 2 | 2 | 6.84% | 7.15% | 7.46% | Q1 2021 | Q2 2021 | 2 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.64% | 0.75% | 0.87% | Q3 2019 | Q1 2021 | 2 |
626 Financial, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.17% | 0.24% | 0.30% | Q1 2019 | Q3 2019 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 0.28% | 0.34% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q1 2020 | Q2 2020 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.15% | 0.23% | 0.31% | Q1 2019 | Q4 2019 | 2 |
Monashee Investment Management LLC | 2 | 2 | 0.17% | 1.01% | 1.85% | Q1 2019 | Q2 2019 | 2 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.17% | 0.29% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Oribel Capital Management, LP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.22% | 0.25% | Q2 2019 | Q1 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Blue Door Asset Management, LLC | 2 | 2 | 2.24% | 3.11% | 3.97% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Leap Investments LP | 1 | 1 | 0.56% | 0.72% | 0.88% | Q3 2019 | Q2 2020 | 2 |
Portolan Capital Management | 2 | 2 | 0.27% | 1.05% | 1.83% | Q4 2019 | Q1 2020 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.08% | 0.22% | 0.35% | Q4 2021 | Q1 2022 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q3 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Partners Group Holding AG | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Tenzing Global Management, LLC | 1 | 1 | 2.04% | 3.98% | 5.93% | Q1 2019 | Q1 2020 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q1 2019 | Q4 2020 | 2 |
EMJ Capital Ltd. | 1 | 1 | 1.96% | 2.58% | 3.19% | Q4 2020 | Q4 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 1.89% | 2.12% | 2.36% | Q4 2020 | Q1 2021 | 2 |
INHERENT GROUP, LP | 2 | 2 | 0.32% | 0.38% | 0.43% | Q2 2022 | Q3 2022 | 2 |
WT Wealth Management | 2 | 2 | 0.42% | 0.46% | 0.50% | Q1 2023 | Q2 2023 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.26% | 0.36% | 0.45% | Q1 2019 | Q2 2019 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Symmetry Investments LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Chescapmanager LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
WADE G W & INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2021 | Q1 2021 | 1 |
Fortress Investment Group LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2019 | Q2 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2019 | Q1 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Whale Rock Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Saban Capital Group LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2019 | Q3 2019 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2021 | Q4 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
No Street GP LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2023 | Q3 2023 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2019 | Q1 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Marathon Partners Equity Management, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2020 | Q4 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SailingStone Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOMA EQUITY PARTNERS LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Venator Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
KENNICOTT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2023 | Q4 2023 | 1 |
Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Peoples Bank/KS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Family Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EJF Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Meru Capital Group, LP | 1 | 1 | 25.54% | 25.54% | 25.54% | Q4 2019 | Q4 2019 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SRS Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2019 | Q3 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 2.69% | 2.69% | 2.69% | Q4 2019 | Q4 2019 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2019 | Q1 2019 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Junto Capital Management LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Maven Securities LTD | 1 | 1 | 2.92% | 2.92% | 2.92% | Q1 2019 | Q1 2019 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Hook Mill Capital Partners, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2019 | Q1 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2019 | Q1 2019 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stilwell Value LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2021 | Q2 2021 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
State of Wyoming | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Antipodean Advisors LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2019 | Q2 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 7.48% | 7.48% | 7.48% | Q3 2021 | Q3 2021 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Skye Global Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
Qtron Investments LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dragoneer Investment Group | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2019 | Q1 2019 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IVY LANE CAPITAL MANAGEMENT, LLC | 1 | 1 | 7.45% | 7.45% | 7.45% | Q1 2022 | Q1 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2019 | Q1 2019 | 1 |
Lunia Capital LP | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2019 | Q4 2019 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Gillson Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Polar Capital LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
Hound Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CMC Financial Group | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2021 | Q3 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Repertoire Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
1492 Capital Management LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2022 | Q3 2022 | 1 |
Deer Park Road Corp | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2019 | Q2 2019 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2019 | Q1 2019 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PARK CIRCLE Co | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CERTUITY, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2019 | Q1 2019 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vanderbilt University | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q2 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 5.64% | 5.64% | 5.64% | Q2 2021 | Q2 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUE SIGNAL LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Altimeter Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Contrarius Investment Management Ltd | 1 | 1 | 6.99% | 6.99% | 6.99% | Q4 2022 | Q4 2022 | 1 |
CAERUS INVESTORS, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2019 | Q1 2019 | 1 |
YALE UNIVERSITY | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
BP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2019 | Q1 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Sachem Head Capital | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2022 | Q3 2022 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Numerai GP LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Slate Path Capital LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2019 | Q2 2019 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
L1 Capital Pty Ltd | 1 | 1 | 12.70% | 12.70% | 12.70% | Q4 2020 | Q4 2020 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Blackstone Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2019 | Q4 2019 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2020 | Q1 2020 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2020 | Q4 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tredje AP-fonden | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Redpoint Investment Management Pty Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
12 West Capital Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own LYFT INC or have owned LYFT INC in the past.