Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.05% | 0.37% | Q2 2020 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.01% | 0.13% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.04% | Q2 2020 | Q3 2023 | 40 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 31 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.02% | 0.20% | Q2 2020 | Q3 2023 | 30 |
Sculptor Capital LP | 11 | 11 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 29 |
Walleye Trading LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 28 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2022 | 27 |
HAP Trading, LLC | 14 | 14 | 0.00% | 0.16% | 2.47% | Q2 2020 | Q3 2023 | 27 |
CSS LLC/IL | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 25 |
P SCHOENFELD ASSET MANAGEMENT LP | 14 | 14 | 0.08% | 1.43% | 21.74% | Q2 2020 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 24 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 23 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 22 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 19 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.02% | 0.13% | Q3 2020 | Q4 2022 | 19 |
D. E. Shaw & Co., Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
XR Securities LLC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q4 2022 | 17 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 17 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 17 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 15 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.09% | Q3 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 15 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.01% | 0.13% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.00% | 0.12% | 1.10% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
St. Johns Investment Management Company, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Coatue Management | 10 | 3 | 0.01% | 0.29% | 0.74% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
VANGUARD GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
AdvisorNet Financial, Inc | 8 | 5 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Trust Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
STATE STREET CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FIRST NATIONAL TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 13 |
AMERICAN NATIONAL BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q2 2022 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
GLENMEDE TRUST CO NA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cypress Capital Management LLC (WY) | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 12 | 12 | 0.05% | 0.35% | 0.84% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Arizona State Retirement System | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Archer Investment Corp | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.00% | 0.02% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Antara Capital LP | 5 | 5 | 0.00% | 1.46% | 5.17% | Q2 2022 | Q2 2023 | 12 |
InterOcean Capital Group, LLC | 9 | 2 | 0.02% | 0.27% | 0.98% | Q4 2020 | Q3 2023 | 11 |
Core Wealth Advisors, Inc. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
CALIBER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.93% | 6.70% | 21.91% | Q1 2021 | Q3 2023 | 11 |
Handelsbanken Fonder AB | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 11 |
CLEAR INVESTMENT RESEARCH, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
NORGES BANK | 11 | 11 | 0.02% | 0.06% | 0.19% | Q2 2020 | Q4 2022 | 11 |
FIRST TRUST ADVISORS LP | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Independent Advisor Alliance | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Nuveen Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RHUMBLINE ADVISERS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VOYA INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.02% | 0.15% | Q2 2020 | Q3 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MACKENZIE FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2022 | 9 |
Global Retirement Partners, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Crewe Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Stonebridge Capital Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Itau Unibanco Holding S.A. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Teramo Advisors, LLC | 7 | 7 | 0.08% | 5.92% | 17.95% | Q4 2021 | Q2 2023 | 9 |
Princeton Global Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Ellis Investment Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Advisors Asset Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
Krane Funds Advisors LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
683 Capital Management, LLC | 7 | 7 | 0.02% | 0.91% | 4.70% | Q2 2020 | Q4 2021 | 8 |
Summit Global Investments | 8 | 8 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q1 2022 | 8 |
Cedar Mountain Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Caption Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 8 |
Lindbrook Capital, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Russell Investments Group, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
SYNOVUS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INSPIRION WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 4 | 3 | 0.04% | 0.13% | 0.20% | Q3 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ADIRONDACK TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 7 | 7 | 3.97% | 11.28% | 17.19% | Q4 2020 | Q2 2022 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 6 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 6 |
West Branch Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.06% | 0.22% | Q2 2020 | Q3 2021 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.09% | 0.43% | Q2 2020 | Q4 2022 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Paloma Partners Management Co | 4 | 2 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2022 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Sugarloaf Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Northeast Financial Group, Inc. | 6 | 6 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 6 |
GUGGENHEIM CAPITAL LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
D'Orazio & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Community Bank, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 6 |
Kepos Capital LP | 5 | 1 | 0.00% | 0.12% | 0.70% | Q2 2020 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Sea Otter Advisors LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q1 2023 | Q3 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Sheaff Brock Investment Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Aristides Capital LLC | 6 | 6 | 0.14% | 0.31% | 0.45% | Q3 2020 | Q4 2021 | 6 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.15% | 0.45% | Q3 2020 | Q1 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.01% | 0.23% | 0.85% | Q3 2020 | Q1 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Sterling Investment Advisors, Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
Firestone Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.06% | 0.22% | Q3 2020 | Q2 2022 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Daiwa Securities Group Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Professional Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q2 2021 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Ergoteles LLC | 3 | 1 | 0.00% | 0.19% | 0.40% | Q1 2021 | Q1 2023 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.01% | 5.63% | 21.34% | Q2 2020 | Q3 2020 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 5 |
Column Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Corton Capital Inc. | 5 | 5 | 0.04% | 0.16% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Delphia (USA) Inc. | 5 | 5 | 0.05% | 0.17% | 0.32% | Q4 2021 | Q4 2022 | 5 |
EMG Holdings, L.P. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 5 |
Point72 Hong Kong Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
PFG Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Vectors Research Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Compagnie Lombard Odier SCmA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
DekaBank Deutsche Girozentrale | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.04% | 0.14% | Q1 2021 | Q2 2023 | 4 |
Northern Right Capital Management, L.P. | 3 | 1 | 0.55% | 3.15% | 10.41% | Q2 2020 | Q4 2021 | 4 |
Warberg Asset Management LLC | 4 | 4 | 0.06% | 0.15% | 0.26% | Q4 2020 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
TFC Financial Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Jump Financial, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q2 2023 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 4 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.08% | 0.25% | Q2 2020 | Q2 2022 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MONOGRAPH WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Triatomic Management LP | 4 | 4 | 0.04% | 0.11% | 0.22% | Q2 2022 | Q1 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
VERUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Pearl River Capital, LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2022 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 4 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 4 |
Antipodean Advisors LLC | 3 | 1 | 0.23% | 0.41% | 0.66% | Q3 2020 | Q3 2021 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.14% | 0.50% | Q2 2020 | Q4 2021 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.08% | 0.17% | Q4 2020 | Q1 2022 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q1 2023 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
State of New Jersey Common Pension Fund D | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 4 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 0.00% | 0.28% | 0.57% | Q2 2020 | Q3 2020 | 3 |
Quilter Plc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ursa Fund Management, LLC | 1 | 1 | 0.00% | 0.31% | 0.61% | Q2 2020 | Q2 2020 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CLEAR STREET LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2022 | Q1 2023 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.42% | 0.44% | 0.46% | Q2 2021 | Q1 2022 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.23% | 0.63% | Q1 2021 | Q2 2022 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q4 2022 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.02% | 0.09% | 0.18% | Q3 2020 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q2 2022 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.02% | 2.05% | 5.94% | Q2 2020 | Q3 2020 | 3 |
GMT CAPITAL CORP | 2 | 1 | 0.06% | 0.27% | 0.40% | Q1 2021 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Activest Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q1 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DnB Asset Management AS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.22% | 0.42% | Q4 2022 | Q3 2023 | 3 |
Williams Jones Wealth Management, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Engineers Gate Manager LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.01% | 0.11% | 0.33% | Q2 2020 | Q4 2020 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 3 |
Blueshift Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CVI Holdings, LLC | 1 | 1 | 12.52% | 15.40% | 18.28% | Q2 2020 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Creative Capital Management Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Golden State Equity Partners | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PROFUND ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.07% | 0.95% | 1.84% | Q2 2020 | Q2 2020 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Burleson & Company, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 2 |
MM Capital LLC | 1 | 1 | 0.19% | 3.62% | 7.06% | Q2 2020 | Q2 2020 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Olympiad Research LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Exos Asset Management LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EMJ Capital Ltd. | 2 | 2 | 0.76% | 1.07% | 1.38% | Q4 2020 | Q1 2021 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RBF Capital, LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WS MANAGEMENT LLLP | 1 | 1 | 0.02% | 0.14% | 0.26% | Q2 2021 | Q3 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.07% | 0.11% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Vident Investment Advisory, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q2 2020 | Q2 2020 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 0.28% | 0.34% | 0.41% | Q2 2021 | Q3 2021 | 2 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Marietta Wealth Management, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q2 2020 | Q3 2020 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
WINTON GROUP Ltd | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2021 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Slate Path Capital LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
TOBAM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MILESTONE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2020 | Q2 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2023 | Q1 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claar Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 9.57% | 9.57% | 9.57% | Q3 2021 | Q3 2021 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Luxor Capital Group, LP | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2020 | Q2 2020 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 32.00% | 32.00% | 32.00% | Q2 2020 | Q2 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Investors Research Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PDT Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2020 | Q2 2020 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STRS OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LifePro Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2020 | Q2 2020 | 1 |
Monashee Investment Management LLC | 1 | 1 | 10.10% | 10.10% | 10.10% | Q2 2020 | Q2 2020 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
WT Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ValueAct Holdings | 1 | 1 | 9.02% | 9.02% | 9.02% | Q2 2020 | Q2 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
COURAGE CAPITAL MANAGEMENT LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2020 | Q3 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Treasurer of the State of North Carolina | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
Ethic Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own NIKOLA CORP or have owned NIKOLA CORP in the past.