Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 84 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 83 |
Cutler Group LLC / CA | 28 | 28 | 0.00% | 0.03% | 0.30% | Q4 2016 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 24 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 74 |
Walleye Trading LLC | 28 | 28 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 72 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 64 |
D. E. Shaw & Co., Inc. | 27 | 1 | 0.00% | 0.02% | 0.18% | Q3 2016 | Q3 2023 | 62 |
JANE STREET GROUP, LLC | 25 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 62 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 58 |
BNP PARIBAS FINANCIAL MARKETS | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 55 |
Parallax Volatility Advisers, L.P. | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2023 | 54 |
DEUTSCHE BANK AG\ | 23 | 4 | 0.00% | 0.01% | 0.10% | Q4 2016 | Q3 2023 | 48 |
TWO SIGMA INVESTMENTS, LP | 16 | 2 | 0.00% | 0.02% | 0.14% | Q3 2017 | Q3 2023 | 47 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 44 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 41 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.03% | 0.23% | Q1 2017 | Q3 2023 | 39 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 2 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q2 2023 | 39 |
HAP Trading, LLC | 16 | 1 | 0.00% | 0.01% | 0.17% | Q2 2017 | Q2 2023 | 39 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 36 |
MILLENNIUM MANAGEMENT LLC | 27 | 1 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 25 | 25 | 0.00% | 0.07% | 0.39% | Q3 2017 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 30 |
FMR LLC | 29 | 29 | 0.01% | 0.07% | 0.11% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Granahan Investment Management | 29 | 29 | 0.02% | 0.21% | 0.44% | Q3 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 26 | 2 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2022 | 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Jasper Ridge Partners, L.P. | 27 | 27 | 0.05% | 0.16% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 22 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 27 | 27 | 0.00% | 0.04% | 0.15% | Q1 2017 | Q3 2023 | 27 |
State of New Jersey Common Pension Fund D | 27 | 27 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 26 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Caption Management, LLC | 11 | 1 | 0.00% | 0.11% | 0.59% | Q1 2018 | Q3 2023 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
US BANCORP \DE\ | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
MACQUARIE GROUP LTD | 24 | 3 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 24 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Lowe Wealth Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
VOYA INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Swiss National Bank | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
PRICE T ROWE ASSOCIATES INC /MD/ | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
IFP Advisors, Inc | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 26 |
PRIMECAP MANAGEMENT CO/CA/ | 26 | 26 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Focused Wealth Management, Inc | 26 | 26 | 0.00% | 0.05% | 0.37% | Q2 2017 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 23 | 23 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 25 |
FIRST TRUST ADVISORS LP | 24 | 1 | 0.00% | 0.09% | 0.27% | Q4 2016 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
FIL Ltd | 21 | 1 | 0.01% | 0.12% | 0.21% | Q3 2016 | Q3 2023 | 25 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.10% | 0.26% | Q3 2016 | Q3 2023 | 25 |
Engineers Gate Manager LP | 25 | 25 | 0.02% | 0.19% | 0.68% | Q3 2017 | Q3 2023 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.06% | 0.21% | Q2 2017 | Q3 2023 | 24 |
PRUDENTIAL FINANCIAL INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AMALGAMATED BANK | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NORGES BANK | 22 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 24 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
SEI INVESTMENTS CO | 13 | 10 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.64% | Q1 2019 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.01% | 0.07% | Q3 2016 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 22 |
Utah Retirement Systems | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Firsthand Capital Management, Inc. | 21 | 21 | 2.20% | 8.23% | 18.42% | Q3 2016 | Q3 2021 | 21 |
SHELL ASSET MANAGEMENT CO | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.00% | 0.18% | 0.56% | Q3 2016 | Q3 2023 | 21 |
Checchi Capital Advisers, LLC | 14 | 7 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
AQR Capital Management | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 21 |
CHARTWELL INVESTMENT PARTNERS, LLC | 21 | 21 | 0.01% | 0.09% | 0.21% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LaFleur & Godfrey LLC | 21 | 21 | 0.03% | 1.53% | 2.33% | Q2 2017 | Q2 2022 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Spyglass Capital Management LLC | 20 | 20 | 2.99% | 4.80% | 5.90% | Q4 2018 | Q3 2023 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 20 |
JSF Financial, LLC | 20 | 20 | 0.11% | 0.81% | 2.53% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 20 |
CROSSLINK CAPITAL INC | 19 | 1 | 0.08% | 6.80% | 14.17% | Q3 2016 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.10% | 0.17% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Diversified Trust Co | 12 | 8 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q4 2023 | 20 |
NISA INVESTMENT ADVISORS, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.06% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
WASHINGTON CAPITAL MANAGEMENT, INC | 19 | 1 | 0.24% | 0.48% | 0.71% | Q1 2017 | Q1 2022 | 20 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q2 2023 | 19 |
American Portfolios Advisors | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 2 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 19 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 18 |
Renaissance Technologies | 11 | 7 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Regal Wealth Group, Inc. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Cowen Prime Services LLC | 18 | 18 | 0.05% | 0.27% | 0.56% | Q1 2017 | Q2 2021 | 18 |
SP Asset Management | 18 | 18 | 0.98% | 2.77% | 7.82% | Q2 2018 | Q3 2022 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
GROUP ONE TRADING, L.P. | 13 | 5 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2021 | 18 |
Janney Montgomery Scott LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 18 |
GENERATION INVESTMENT MANAGEMENT LLP | 18 | 18 | 1.57% | 2.52% | 3.32% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 18 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 18 |
Malaga Cove Capital, LLC | 17 | 17 | 0.30% | 0.83% | 1.23% | Q3 2018 | Q3 2022 | 17 |
Champlain Investment Partners, LLC | 9 | 8 | 0.32% | 0.96% | 2.33% | Q4 2018 | Q3 2023 | 17 |
Lindbrook Capital, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
GUGGENHEIM CAPITAL LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.01% | 0.09% | 0.33% | Q2 2017 | Q2 2023 | 17 |
MARSHALL WACE, LLP | 8 | 2 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q3 2023 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2022 | 17 |
Trexquant Investment LP | 12 | 1 | 0.02% | 0.20% | 0.50% | Q3 2017 | Q3 2023 | 17 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 17 | 17 | 0.04% | 0.25% | 0.52% | Q3 2019 | Q3 2023 | 17 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.21% | 0.65% | Q2 2017 | Q3 2023 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q4 2021 | 17 |
OPPENHEIMER & CO INC | 9 | 2 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q3 2021 | 17 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 17 |
PHILADELPHIA TRUST CO | 10 | 6 | 0.05% | 0.26% | 0.65% | Q2 2017 | Q2 2022 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.32% | 0.68% | Q4 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.05% | 0.34% | Q4 2017 | Q2 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.14% | 0.33% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Point72 Asset Management, L.P. | 6 | 1 | 0.01% | 0.07% | 0.22% | Q3 2016 | Q3 2023 | 16 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 16 |
Bullseye Asset Management LLC | 16 | 16 | 0.30% | 0.81% | 1.54% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 16 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.09% | 0.53% | Q4 2017 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 1 | 0.01% | 0.14% | 0.50% | Q4 2016 | Q3 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 7 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 15 |
Crestwood Advisors Group, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.05% | 0.15% | 0.45% | Q1 2017 | Q3 2023 | 15 |
StoneX Group Inc. | 13 | 2 | 0.03% | 0.37% | 0.90% | Q4 2017 | Q3 2021 | 15 |
Man Group plc | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 14 |
Centiva Capital, LP | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q1 2022 | 14 |
Battery Partners IX, LLC | 14 | 14 | 12.07% | 37.60% | 92.58% | Q3 2016 | Q4 2019 | 14 |
DekaBank Deutsche Girozentrale | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ETF MANAGERS GROUP, LLC | 12 | 2 | 0.01% | 0.02% | 0.12% | Q1 2019 | Q1 2023 | 14 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2022 | 14 |
ALGERT GLOBAL LLC | 9 | 4 | 0.02% | 0.18% | 0.44% | Q1 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
WADE G W & INC | 13 | 13 | 0.07% | 0.10% | 0.15% | Q2 2018 | Q2 2021 | 13 |
Pacer Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
Woodline Partners LP | 9 | 2 | 0.01% | 0.37% | 0.81% | Q1 2020 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 13 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.03% | 0.22% | 1.02% | Q2 2017 | Q2 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 13 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 13 |
Tower View Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
Holocene Advisors, LP | 6 | 2 | 0.00% | 0.11% | 0.96% | Q2 2018 | Q3 2022 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
FEDERATED HERMES, INC. | 11 | 2 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 9 | 1 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q3 2022 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
Artemis Investment Management LLP | 9 | 1 | 0.09% | 0.28% | 0.47% | Q3 2016 | Q2 2021 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
MetLife Investment Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 12 |
Isomer Partners LP | 8 | 8 | 0.04% | 6.44% | 12.03% | Q3 2019 | Q2 2021 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Parsifal Capital Management, LP | 9 | 9 | 4.15% | 7.08% | 11.31% | Q3 2021 | Q3 2023 | 12 |
CIBC Asset Management Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Avory & Company, LLC | 12 | 12 | 8.76% | 11.97% | 15.01% | Q4 2020 | Q3 2023 | 12 |
Aperio Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
ProShare Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Performa Ltd (US), LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 10 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q1 2022 | 12 |
ClearBridge Investments | 12 | 12 | 0.03% | 0.21% | 0.29% | Q4 2018 | Q3 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Vident Investment Advisory, LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 12 |
Portolan Capital Management | 9 | 3 | 0.16% | 1.60% | 3.69% | Q2 2017 | Q3 2023 | 12 |
PEAK6 Group LLC | 5 | 5 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q2 2018 | 12 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
BREWIN DOLPHIN LTD | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.06% | 0.21% | 0.40% | Q4 2017 | Q3 2023 | 11 |
Wealthstreet Investment Advisors, LLC | 11 | 11 | 0.04% | 0.13% | 0.26% | Q2 2018 | Q4 2020 | 11 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2019 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Ensign Peak Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 6 | 6 | 0.01% | 0.11% | 0.83% | Q4 2017 | Q1 2019 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2019 | 11 |
PEREGRINE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.02% | 0.27% | 0.39% | Q3 2016 | Q3 2023 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.03% | 0.32% | 0.96% | Q4 2016 | Q3 2023 | 11 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.06% | 1.70% | 3.53% | Q3 2016 | Q1 2019 | 11 |
Parkwood LLC | 8 | 3 | 0.07% | 0.16% | 0.66% | Q3 2018 | Q2 2021 | 11 |
Gotham Asset Management, LLC | 5 | 2 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 11 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 3 | 0.01% | 0.23% | 0.87% | Q3 2017 | Q2 2020 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.07% | 0.23% | Q4 2016 | Q3 2022 | 11 |
Private Capital Group, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
TEACHERS ADVISORS, LLC | 11 | 11 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q1 2019 | 11 |
PROFUND ADVISORS LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 1 | 0.00% | 0.24% | 0.43% | Q4 2018 | Q1 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.01% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 7 | 1 | 0.00% | 0.07% | 0.17% | Q3 2017 | Q1 2023 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
Alyeska Investment Group, L.P. | 8 | 1 | 0.03% | 0.34% | 0.92% | Q3 2016 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2021 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.14% | 0.24% | 0.37% | Q2 2020 | Q2 2023 | 10 |
Regal Investment Advisors LLC | 8 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q1 2023 | 10 |
Cerity Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.05% | 0.23% | Q4 2017 | Q1 2022 | 10 |
Nicholas Investment Partners, LP | 10 | 10 | 0.21% | 0.30% | 0.38% | Q4 2016 | Q1 2019 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.96% | 1.43% | 2.04% | Q2 2021 | Q3 2023 | 10 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 9 |
Berman Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.03% | 0.11% | 0.33% | Q3 2017 | Q2 2020 | 9 |
Nepsis Inc. | 4 | 2 | 1.35% | 2.68% | 4.01% | Q3 2016 | Q4 2020 | 9 |
Capital Impact Advisors, LLC | 9 | 9 | 0.27% | 0.62% | 1.20% | Q3 2017 | Q3 2019 | 9 |
GILDER GAGNON HOWE & CO LLC | 9 | 9 | 0.00% | 0.03% | 0.19% | Q3 2016 | Q3 2018 | 9 |
Neuberger Berman Group LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Clarity Wealth Advisors, LLC | 9 | 9 | 0.16% | 0.27% | 0.46% | Q3 2021 | Q3 2023 | 9 |
SALEM INVESTMENT COUNSELORS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Mendel Money Management | 9 | 9 | 0.18% | 0.25% | 0.42% | Q3 2021 | Q3 2023 | 9 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q3 2018 | 9 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.20% | 0.84% | Q1 2017 | Q3 2023 | 9 |
Teza Capital Management LLC | 2 | 1 | 0.02% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
PDT Partners, LLC | 4 | 2 | 0.06% | 0.48% | 1.00% | Q1 2018 | Q2 2022 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2023 | 9 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2022 | 9 |
ClariVest Asset Management LLC | 5 | 4 | 0.05% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 9 | 9 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q2 2021 | 9 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.06% | 0.25% | Q3 2016 | Q1 2020 | 9 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
Arden Trust Co | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q2 2021 | 9 |
FAIRFIELD, BUSH & CO. | 7 | 1 | 0.00% | 1.15% | 2.09% | Q2 2017 | Q2 2022 | 8 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 3 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 8 |
HAMILTON LANE ADVISORS LLC | 5 | 1 | 0.35% | 1.49% | 3.18% | Q1 2017 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.10% | 0.26% | 0.50% | Q3 2016 | Q1 2023 | 8 |
Shay Capital LLC | 4 | 1 | 0.02% | 0.24% | 0.89% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.82% | 1.15% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Bollard Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.11% | 0.30% | Q1 2017 | Q4 2019 | 8 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2019 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Fiera Capital Corp | 8 | 8 | 0.07% | 0.22% | 0.36% | Q4 2017 | Q3 2019 | 8 |
SCOTIA CAPITAL INC. | 6 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2022 | 8 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 8 |
BAIN CAPITAL VENTURE INVESTORS, LLC | 8 | 8 | 0.23% | 1.71% | 4.07% | Q3 2018 | Q2 2020 | 8 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.11% | 0.23% | Q3 2018 | Q3 2023 | 8 |
Smithfield Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 8 |
FIRST MERCANTILE TRUST CO | 6 | 2 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q3 2021 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 8 |
FRANKLIN RESOURCES INC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Alpha DNA Investment Management LLC | 4 | 4 | 0.00% | 0.48% | 0.93% | Q4 2020 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.09% | 0.15% | 0.23% | Q2 2017 | Q1 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.17% | 0.40% | Q3 2016 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.60% | 0.96% | 1.29% | Q4 2021 | Q3 2023 | 8 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Cinctive Capital Management LP | 4 | 1 | 0.09% | 0.26% | 0.53% | Q4 2019 | Q1 2023 | 8 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.03% | 0.17% | Q4 2017 | Q1 2021 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.01% | 0.12% | 0.27% | Q3 2016 | Q3 2018 | 7 |
GOODWIN DANIEL L | 7 | 7 | 0.42% | 0.51% | 0.62% | Q1 2019 | Q3 2020 | 7 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 7 |
STRS OHIO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
AE Wealth Management LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q4 2023 | 7 |
ADVISORY RESEARCH INC | 6 | 1 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q4 2018 | 7 |
Vestmark Advisory Solutions, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2021 | 7 |
Vanguard Personalized Indexing Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Legion Partners Asset Management, LLC | 6 | 6 | 1.90% | 9.23% | 14.80% | Q2 2022 | Q3 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.29% | 0.37% | 0.55% | Q4 2017 | Q4 2021 | 7 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.17% | 0.46% | Q4 2020 | Q3 2023 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Versor Investments LP | 4 | 3 | 0.02% | 0.09% | 0.35% | Q2 2021 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 7 |
GARRISON BRADFORD & ASSOCIATES INC | 7 | 7 | 0.64% | 1.09% | 1.52% | Q4 2017 | Q2 2019 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Contour Asset Management LLC | 6 | 1 | 0.10% | 2.35% | 3.38% | Q3 2016 | Q1 2019 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.06% | 0.19% | 0.34% | Q4 2017 | Q2 2019 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 7 |
ArrowMark Colorado Holdings LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q3 2018 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.20% | 0.39% | 0.60% | Q3 2017 | Q1 2019 | 7 |
BW Gestao de Investimentos Ltda. | 7 | 7 | 1.26% | 2.60% | 3.56% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 5 | 1 | 0.04% | 0.89% | 1.74% | Q3 2016 | Q3 2023 | 7 |
Sculptor Capital LP | 2 | 1 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q1 2018 | 7 |
MARSHALL WACE ASIA Ltd | 6 | 1 | 0.01% | 0.99% | 1.81% | Q1 2017 | Q2 2020 | 7 |
XTX Topco Ltd | 5 | 1 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 7 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 7 |
MAVERICK CAPITAL LTD | 5 | 2 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q2 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.01% | 0.05% | 0.24% | Q1 2018 | Q1 2020 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q2 2019 | 7 |
OKABENA INVESTMENT SERVICES INC | 7 | 7 | 0.60% | 1.01% | 1.23% | Q1 2022 | Q3 2023 | 7 |
QS Investors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q3 2021 | 7 |
HARBOURVEST PARTNERS LLC | 3 | 1 | 0.08% | 1.43% | 2.78% | Q1 2017 | Q3 2020 | 7 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.39% | 0.85% | 1.34% | Q3 2016 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 6 |
FourThought Financial, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.07% | 0.10% | 0.18% | Q2 2022 | Q3 2023 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q2 2019 | 6 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.12% | 0.19% | Q1 2021 | Q2 2023 | 6 |
Delphia (USA) Inc. | 6 | 6 | 0.24% | 0.35% | 0.49% | Q4 2021 | Q1 2023 | 6 |
Board of Trustees of The Leland Stanford Junior University | 3 | 1 | 0.02% | 0.07% | 0.30% | Q4 2016 | Q4 2019 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.01% | 0.18% | 0.63% | Q3 2016 | Q2 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.01% | 0.04% | 0.18% | Q2 2019 | Q1 2022 | 6 |
BADGLEY PHELPS & BELL INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.08% | 0.20% | Q4 2016 | Q3 2019 | 6 |
TIGER MANAGEMENT L.L.C. | 4 | 4 | 0.08% | 0.29% | 0.55% | Q4 2017 | Q3 2018 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.11% | 0.28% | Q2 2018 | Q4 2022 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.05% | 0.23% | 0.46% | Q4 2019 | Q3 2022 | 6 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q1 2019 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Surevest, LLC | 6 | 6 | 0.16% | 0.66% | 2.32% | Q1 2019 | Q2 2020 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.18% | Q4 2020 | Q3 2023 | 6 |
First American Bank | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 6 |
EAM Investors, LLC | 2 | 1 | 0.23% | 0.38% | 0.70% | Q4 2017 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Altimeter Capital Management | 5 | 1 | 0.17% | 0.84% | 2.71% | Q3 2016 | Q3 2019 | 6 |
Covenant Partners, LLC | 3 | 1 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 6 |
VELA Investment Management, LLC | 6 | 6 | 0.26% | 0.54% | 0.86% | Q2 2022 | Q3 2023 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
VICUS CAPITAL | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 1 | 0.00% | 0.36% | 0.90% | Q4 2017 | Q3 2023 | 6 |
Disciplined Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q4 2021 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2018 | 6 |
Bedell Frazier Investment Counselling, LLC | 6 | 6 | 1.28% | 1.99% | 2.65% | Q3 2017 | Q4 2018 | 6 |
Campbell & CO Investment Adviser LLC | 4 | 2 | 0.02% | 0.09% | 0.25% | Q1 2022 | Q3 2023 | 6 |
Corton Capital Inc. | 6 | 6 | 0.23% | 0.32% | 0.52% | Q4 2021 | Q1 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ARK Investment Management | 3 | 3 | 0.00% | 0.21% | 0.92% | Q1 2019 | Q2 2022 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 6 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 6 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2023 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 6 | 6 | 0.07% | 0.35% | 0.56% | Q3 2016 | Q4 2017 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q2 2023 | 6 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.28% | 0.97% | 1.88% | Q4 2017 | Q2 2021 | 6 |
UBS OCONNOR LLC | 3 | 3 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q3 2018 | 6 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2021 | 6 |
Quantinno Capital Management LP | 4 | 1 | 0.03% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 5 |
Versant Capital Management, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 5 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 5 |
Snowden Capital Advisors LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q1 2022 | 5 |
MACKENZIE FINANCIAL CORP | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
FORA Capital, LLC | 3 | 2 | 0.01% | 0.13% | 0.28% | Q2 2020 | Q3 2021 | 5 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.20% | 0.29% | 0.46% | Q1 2022 | Q1 2023 | 5 |
XR Securities LLC | 3 | 3 | 0.00% | 0.07% | 0.18% | Q1 2021 | Q3 2021 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 1 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2021 | 5 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 5 |
State of Alaska, Department of Revenue | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Partners Group Holding AG | 2 | 1 | 0.05% | 0.11% | 0.20% | Q1 2017 | Q3 2020 | 5 |
Unison Asset Management LLC | 5 | 5 | 0.62% | 0.67% | 0.75% | Q3 2022 | Q3 2023 | 5 |
MENTA CAPITAL LLC | 4 | 1 | 0.04% | 0.16% | 0.38% | Q2 2017 | Q3 2018 | 5 |
CENTRAL TRUST Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
AMERICAN CENTURY COMPANIES INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.14% | 0.17% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Trinity Street Asset Management LLP | 5 | 5 | 3.57% | 4.09% | 4.81% | Q4 2017 | Q4 2018 | 5 |
Pier Capital, LLC | 3 | 1 | 0.35% | 0.70% | 0.95% | Q4 2016 | Q2 2018 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 5 |
Oakworth Capital, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 5 | 0.06% | 0.21% | 0.78% | Q1 2018 | Q1 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q4 2018 | 5 |
AXA S.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.08% | 0.25% | 0.38% | Q4 2020 | Q2 2023 | 5 |
Virtue Capital Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
NN Investment Partners Holdings N.V. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 5 |
Ellevest, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.12% | 0.19% | Q1 2020 | Q2 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
OppenheimerFunds, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 5 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 5 |
Kerrisdale Advisers, LLC | 3 | 2 | 1.75% | 3.41% | 5.05% | Q2 2017 | Q4 2019 | 5 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2017 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q4 2022 | 4 |
Leap Investments LP | 3 | 1 | 0.12% | 0.31% | 0.56% | Q2 2019 | Q2 2020 | 4 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 4 |
Force Hill Capital Management LP | 3 | 1 | 0.78% | 1.62% | 2.84% | Q1 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.13% | 0.40% | 0.66% | Q4 2021 | Q3 2023 | 4 |
Sheffield Asset Management, L.L.C. | 2 | 2 | 4.90% | 5.92% | 6.48% | Q3 2017 | Q1 2019 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Redwood Investments, LLC | 4 | 4 | 1.53% | 1.80% | 2.09% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 1.34% | 1.43% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2019 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Shelter Haven Capital Management, L.P. | 3 | 1 | 6.14% | 12.56% | 17.56% | Q1 2020 | Q4 2021 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 4 |
Polar Capital LLP | 4 | 4 | 0.20% | 0.26% | 0.38% | Q1 2018 | Q4 2018 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.12% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 4 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Newbrook Capital Advisors LP | 4 | 4 | 2.31% | 4.74% | 6.49% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.27% | 0.46% | Q4 2018 | Q2 2021 | 4 |
IRON Financial LLC | 4 | 4 | 0.15% | 0.19% | 0.21% | Q3 2017 | Q2 2018 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 4 |
Gainplan LLC | 2 | 1 | 0.26% | 0.43% | 0.49% | Q1 2017 | Q3 2023 | 4 |
Coatue Management | 4 | 4 | 0.05% | 0.09% | 0.16% | Q4 2016 | Q3 2017 | 4 |
EMINENCE CAPITAL, LP | 4 | 4 | 0.64% | 1.37% | 1.80% | Q2 2019 | Q1 2020 | 4 |
Ratan Capital Management LP | 4 | 4 | 2.41% | 3.92% | 5.40% | Q1 2018 | Q4 2018 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.08% | 0.16% | 0.20% | Q4 2017 | Q4 2018 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 4 |
Daiwa Securities Group Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2019 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.01% | 0.23% | 0.64% | Q4 2017 | Q3 2018 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Melqart Asset Management (UK) Ltd | 2 | 1 | 0.25% | 0.53% | 0.87% | Q2 2021 | Q3 2023 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.28% | 0.33% | 0.43% | Q4 2017 | Q3 2018 | 4 |
Timpani Capital Management LLC | 4 | 4 | 0.65% | 0.82% | 1.03% | Q2 2017 | Q1 2018 | 4 |
AlpInvest Partners B.V. | 1 | 1 | 2.14% | 3.22% | 4.74% | Q1 2017 | Q3 2020 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.04% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Clay Northam Wealth Management, LLC | 4 | 4 | 0.28% | 0.49% | 0.74% | Q4 2021 | Q3 2022 | 4 |
IPG Investment Advisors LLC | 3 | 1 | 0.10% | 0.18% | 0.30% | Q1 2017 | Q2 2018 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.38% | 0.96% | 1.55% | Q3 2020 | Q2 2021 | 4 |
HGI Capital Management, LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q2 2018 | Q1 2019 | 4 |
Neuburgh Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q4 2021 | 4 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.75% | 2.30% | 4.25% | Q3 2016 | Q1 2019 | 4 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Polar Asset Management Partners Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q4 2022 | 4 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 4 | 4 | 2.87% | 3.99% | 5.94% | Q2 2017 | Q1 2018 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SHERBROOKE PARK ADVISERS LLC | 4 | 4 | 0.20% | 0.40% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Convergence Investment Partners, LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2020 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
L & S Advisors Inc | 3 | 3 | 0.09% | 0.12% | 0.16% | Q3 2017 | Q1 2018 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.24% | 0.27% | 0.32% | Q1 2018 | Q3 2018 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q1 2018 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.52% | 0.79% | 0.95% | Q4 2018 | Q4 2019 | 3 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 1 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q1 2019 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q3 2019 | Q1 2020 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.31% | 0.62% | Q1 2019 | Q4 2021 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q1 2019 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2019 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 1 | 1 | 0.03% | 0.22% | 0.47% | Q1 2017 | Q2 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.30% | 0.76% | Q3 2016 | Q4 2017 | 3 |
LMR Partners LLP | 2 | 1 | 0.02% | 0.16% | 0.40% | Q2 2018 | Q1 2021 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ADI CAPITAL MANAGEMENT LLC | 3 | 3 | 3.45% | 4.33% | 5.80% | Q1 2018 | Q3 2018 | 3 |
Worth Venture Partners, LLC | 3 | 3 | 0.66% | 0.74% | 0.85% | Q3 2019 | Q1 2020 | 3 |
IBM Retirement Fund | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.06% | 0.32% | 0.60% | Q3 2016 | Q3 2017 | 3 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Sigma Planning Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Advisors Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.24% | 0.47% | 0.84% | Q3 2017 | Q1 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atika Capital Management LLC | 1 | 1 | 0.17% | 0.43% | 0.81% | Q3 2016 | Q1 2019 | 3 |
ORG Partners LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 2 | 1 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
VIRIDIAN RIA, LLC | 3 | 3 | 0.40% | 0.45% | 0.50% | Q1 2018 | Q3 2018 | 3 |
abrdn plc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 3 |
Inspire Investing, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Washington Harbour Partners LP | 3 | 3 | 2.42% | 3.03% | 3.95% | Q1 2023 | Q3 2023 | 3 |
Bridgewater Associates | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
BURNEY CO/ | 3 | 3 | 0.02% | 0.11% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Tortoise Index Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Greenspring Associates, LLC | 1 | 1 | 0.25% | 0.60% | 0.86% | Q2 2019 | Q3 2020 | 3 |
Diametric Capital, LP | 3 | 3 | 0.17% | 0.53% | 1.23% | Q4 2018 | Q2 2019 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.16% | 0.29% | 0.43% | Q2 2018 | Q1 2019 | 3 |
Tenzing Global Management, LLC | 3 | 3 | 0.18% | 1.01% | 1.70% | Q4 2016 | Q2 2017 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jabre Capital Partners S.A. | 2 | 1 | 0.14% | 0.27% | 0.42% | Q3 2016 | Q3 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
State of Wyoming | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.09% | 0.18% | 0.26% | Q2 2018 | Q1 2019 | 3 |
DSAM Partners (London) Ltd | 1 | 1 | 0.32% | 0.75% | 1.57% | Q4 2017 | Q4 2019 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2018 | 3 |
TIAA Kaspick, LLC | 3 | 3 | 0.08% | 0.23% | 0.32% | Q2 2019 | Q4 2019 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q4 2018 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 3 |
HARBER ASSET MANAGEMENT LLC | 3 | 3 | 0.93% | 1.06% | 1.13% | Q2 2017 | Q4 2017 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Teton Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Numerai GP LLC | 2 | 1 | 0.04% | 0.30% | 0.72% | Q4 2022 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 3 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q3 2018 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
PINNACLE ASSOCIATES LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 0.30% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 3 |
Hunt Lane Capital LP | 3 | 3 | 3.08% | 7.20% | 9.99% | Q3 2018 | Q1 2019 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Crestline Management, LP | 3 | 3 | 0.30% | 0.42% | 0.53% | Q1 2018 | Q3 2018 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2017 | 3 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 1 | 0.10% | 0.24% | 0.37% | Q1 2019 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 2 |
Totem Point Management, LLC | 2 | 2 | 4.17% | 7.22% | 10.28% | Q4 2018 | Q1 2019 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.44% | 0.52% | 0.61% | Q3 2020 | Q4 2020 | 2 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 3.10% | 3.77% | 4.43% | Q4 2018 | Q1 2019 | 2 |
Clearline Capital LP | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.09% | 0.15% | Q2 2019 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Jupiter Wealth Management LLC | 2 | 2 | 0.12% | 0.16% | 0.21% | Q1 2019 | Q2 2019 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2018 | Q4 2018 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BERKSHIRE CAPITAL HOLDINGS INC | 2 | 2 | 2.48% | 3.73% | 4.99% | Q1 2018 | Q2 2018 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.24% | 0.41% | 0.57% | Q4 2022 | Q3 2023 | 2 |
Solel Partners LP | 2 | 2 | 2.64% | 3.31% | 3.99% | Q3 2022 | Q4 2022 | 2 |
City Financial Investment Co Ltd | 2 | 2 | 0.10% | 0.18% | 0.26% | Q1 2018 | Q2 2018 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2016 | Q3 2018 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LINDEN ADVISORS LP | 1 | 1 | 0.05% | 0.15% | 0.25% | Q3 2016 | Q2 2019 | 2 |
FORTALEZA ASSET MANAGEMENT INC/ | 2 | 2 | 0.07% | 0.30% | 0.53% | Q1 2018 | Q2 2018 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 2 |
Impala Asset Management LLC | 2 | 2 | 0.71% | 0.80% | 0.88% | Q1 2018 | Q2 2018 | 2 |
MANA Advisors LLC | 2 | 2 | 0.10% | 0.51% | 0.92% | Q4 2017 | Q1 2018 | 2 |
SG Capital Management LLC | 1 | 1 | 1.46% | 2.19% | 2.92% | Q3 2022 | Q3 2022 | 2 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q2 2017 | Q2 2017 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.38% | 0.48% | 0.58% | Q4 2019 | Q3 2020 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.40% | 0.62% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.61% | 0.64% | 0.66% | Q4 2021 | Q1 2022 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.23% | 0.27% | 0.32% | Q4 2018 | Q1 2019 | 2 |
AHL Partners LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Hall Kathryn A. | 1 | 1 | 0.33% | 0.66% | 0.99% | Q1 2018 | Q2 2019 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2020 | Q2 2021 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Caprock Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Counterpoint Mutual Funds LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2020 | Q3 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2019 | Q4 2019 | 2 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Pembroke Management, LTD | 2 | 2 | 0.58% | 0.64% | 0.71% | Q2 2018 | Q3 2018 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Alight Capital Management LP | 1 | 1 | 1.45% | 1.83% | 2.22% | Q1 2019 | Q3 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2018 | Q4 2018 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
SAPPHIRE VENTURES, L.L.C. | 2 | 2 | 39.51% | 43.62% | 47.73% | Q1 2017 | Q2 2017 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2018 | Q3 2020 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 2 |
Ibex Investors LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q4 2019 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.52% | 0.54% | 0.56% | Q4 2021 | Q1 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Atreides Management, LP | 2 | 2 | 0.86% | 0.89% | 0.92% | Q1 2021 | Q2 2021 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2021 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Scott & Selber, Inc. | 2 | 2 | 0.81% | 1.00% | 1.19% | Q3 2017 | Q4 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2017 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.05% | 0.13% | 0.21% | Q3 2016 | Q4 2016 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Cavalry Management Group, LLC | 1 | 1 | 1.57% | 4.63% | 7.68% | Q1 2018 | Q1 2020 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.04% | 0.43% | 0.82% | Q4 2017 | Q1 2018 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 2 |
Beck Bode, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 2 |
PIPER SANDLER & CO. | 1 | 1 | 0.07% | 0.96% | 1.84% | Q3 2016 | Q2 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q3 2018 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q4 2017 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.18% | 0.23% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Quinn Opportunity Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.29% | 0.70% | 1.11% | Q3 2022 | Q3 2023 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Raging Capital Management, LLC | 2 | 2 | 2.81% | 2.96% | 3.12% | Q1 2017 | Q2 2017 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.38% | 0.44% | 0.50% | Q3 2018 | Q4 2018 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2019 | 2 |
EAM Global Investors LLC | 1 | 1 | 0.40% | 0.70% | 1.00% | Q4 2022 | Q3 2023 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.32% | 0.33% | 0.35% | Q1 2017 | Q2 2017 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cerebellum GP, LLC | 2 | 2 | 0.12% | 0.21% | 0.30% | Q3 2018 | Q4 2018 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q4 2016 | 2 |
SWAN Capital LLC | 1 | 1 | 0.27% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Comprehensive Financial Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2017 | Q4 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2016 | Q3 2016 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nikko Asset Management Americas, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Whale Rock Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Anson Funds Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Andra AP-fonden | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2018 | Q2 2018 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ALLEN OPERATIONS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2017 | Q1 2017 | 1 |
Optimus Prime Fund Management Co., Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Family Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Jump Trading, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ENZI WEALTH | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2022 | Q2 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
William Marsh Rice University | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ArchPoint Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SCGE MANAGEMENT, L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
One Fin Capital Management LP | 1 | 1 | 3.92% | 3.92% | 3.92% | Q1 2019 | Q1 2019 | 1 |
VIEX Capital Advisors, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2021 | Q1 2021 | 1 |
Kavi Asset Management, LP | 1 | 1 | 4.43% | 4.43% | 4.43% | Q1 2019 | Q1 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Castle Hook Partners LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q1 2019 | Q1 2019 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Apertura Capital, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q4 2019 | Q4 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alta Park Capital, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2018 | Q2 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2019 | Q1 2019 | 1 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2016 | Q4 2016 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2022 | Q3 2022 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sylebra Capital Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
NJ State Employees Deferred Compensation Plan | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shellback Capital, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2019 | Q3 2019 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2018 | Q4 2018 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2016 | Q3 2016 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2017 | Q3 2017 | 1 |
Manteio Capital LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
FCF Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2023 | Q4 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2017 | Q3 2017 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Invictus RG | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Hound Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MQS Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CHOREO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2018 | Q1 2018 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2016 | Q3 2016 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2016 | Q3 2016 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2018 | Q2 2018 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 11.72% | 11.72% | 11.72% | Q2 2019 | Q2 2019 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Truepoint, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Grace Capital | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AO Asset Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Parian Global Management LP | 1 | 1 | 6.54% | 6.54% | 6.54% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Geduld E E | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own NUTANIX INC or have owned NUTANIX INC in the past.