Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.11% | 0.45% | Q3 2020 | Q3 2023 | 37 |
UBS Group AG | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 36 |
Citadel Advisors | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 35 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.09% | 0.39% | Q4 2020 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 35 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 34 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 33 |
XR Securities LLC | 12 | 12 | 0.00% | 0.06% | 0.49% | Q4 2020 | Q3 2023 | 33 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.20% | 1.34% | Q4 2020 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 11 | 11 | 0.00% | 0.08% | 0.46% | Q1 2021 | Q3 2023 | 31 |
PEAK6 Investments LLC | 12 | 12 | 0.01% | 0.07% | 0.25% | Q4 2020 | Q3 2023 | 31 |
NOMURA HOLDINGS INC | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 31 |
HAP Trading, LLC | 12 | 12 | 0.01% | 0.06% | 0.26% | Q4 2020 | Q3 2023 | 31 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 30 |
TWO SIGMA SECURITIES, LLC | 12 | 12 | 0.01% | 0.07% | 0.23% | Q4 2020 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.01% | 0.10% | Q4 2020 | Q3 2023 | 26 |
MILLENNIUM MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 13 | 13 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 25 |
Squarepoint Ops LLC | 5 | 4 | 0.00% | 0.03% | 0.19% | Q1 2021 | Q3 2023 | 24 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 23 |
Creative Planning | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 12 | 12 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 22 |
Draper Asset Management, LLC | 7 | 4 | 0.00% | 0.19% | 0.68% | Q4 2020 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 21 |
HOEY INVESTMENTS, INC | 11 | 11 | 0.01% | 0.06% | 0.30% | Q4 2020 | Q2 2023 | 20 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 18 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 8 | 0.03% | 0.13% | 0.46% | Q4 2021 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 18 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 18 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 17 |
MEANS INVESTMENT CO., INC. | 12 | 12 | 0.00% | 0.11% | 0.25% | Q4 2020 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 16 |
US BANCORP \DE\ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 16 |
Claro Advisors LLC | 13 | 13 | 0.00% | 0.11% | 0.29% | Q3 2020 | Q3 2023 | 16 |
ASSET MANAGEMENT CORP /IL/ /ADV | 9 | 9 | 0.04% | 0.36% | 1.01% | Q1 2021 | Q1 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 12 | 12 | 0.00% | 0.15% | 0.50% | Q4 2020 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 15 |
Traynor Capital Management, Inc. | 11 | 11 | 0.00% | 0.08% | 0.28% | Q1 2021 | Q3 2023 | 15 |
Private Advisor Group, LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 15 |
CWA Asset Management Group, LLC | 11 | 1 | 0.01% | 0.36% | 0.86% | Q3 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 14 |
Caprock Group, LLC | 13 | 13 | 0.01% | 0.33% | 0.83% | Q3 2020 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.05% | 0.18% | Q4 2020 | Q4 2023 | 14 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 14 |
TWO SIGMA INVESTMENTS, LP | 6 | 3 | 0.00% | 0.16% | 0.73% | Q2 2021 | Q3 2023 | 14 |
Paulson Wealth Management Inc. | 8 | 8 | 0.00% | 0.27% | 0.86% | Q4 2020 | Q3 2022 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 13 | 13 | 0.00% | 0.04% | 0.23% | Q3 2020 | Q3 2023 | 13 |
PARK CIRCLE Co | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Caption Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.26% | Q4 2020 | Q1 2023 | 13 |
S.A. Mason LLC | 13 | 13 | 0.01% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.03% | 0.17% | 0.44% | Q3 2011 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BROWN ADVISORY INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.01% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Archer Investment Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.03% | 0.21% | Q3 2020 | Q3 2023 | 13 |
BlackRock Inc. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Edge Wealth Management LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.80% | 1.44% | Q3 2020 | Q3 2023 | 13 |
Brand Asset Management Group, Inc. | 13 | 13 | 0.00% | 0.95% | 1.86% | Q3 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WEST PACES ADVISORS INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Red Wave Investments LLC | 9 | 9 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q1 2023 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
VANGUARD GROUP INC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Parisi Gray Wealth Management | 13 | 13 | 0.10% | 0.35% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Summit Trail Advisors, LLC | 13 | 13 | 0.10% | 0.49% | 1.43% | Q3 2020 | Q3 2023 | 13 |
SENTINEL TRUST CO LBA | 13 | 13 | 0.28% | 0.80% | 1.65% | Q3 2020 | Q3 2023 | 13 |
CATALYST PRIVATE WEALTH, LLC | 12 | 1 | 0.00% | 5.45% | 18.72% | Q3 2020 | Q4 2023 | 13 |
Independent Advisor Alliance | 12 | 12 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 13 |
Primavera Capital Management Ltd | 13 | 13 | 0.03% | 7.83% | 11.98% | Q3 2020 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Destination Wealth Management | 13 | 13 | 0.01% | 0.20% | 0.57% | Q3 2020 | Q3 2023 | 13 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 13 | 0.02% | 0.28% | 0.90% | Q3 2020 | Q3 2023 | 13 |
AltraVue Capital, LLC | 13 | 13 | 2.34% | 3.90% | 7.10% | Q3 2020 | Q3 2023 | 13 |
MANCHESTER FINANCIAL INC | 13 | 13 | 0.13% | 0.47% | 1.33% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Zuckerman Investment Group, LLC | 13 | 13 | 0.04% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
GAMCO INVESTORS, INC. ET AL | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
1776 Wealth LLC | 13 | 13 | 0.38% | 2.07% | 3.91% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 13 | 0.01% | 0.19% | 0.65% | Q3 2020 | Q3 2023 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
BESSEMER GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LA FINANCIERE DE L'ECHIQUIER | 13 | 13 | 0.13% | 1.22% | 2.06% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 12 | 12 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 13 |
ALLEN OPERATIONS LLC | 13 | 13 | 2.28% | 8.38% | 33.24% | Q3 2020 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Renaissance Capital LLC | 12 | 12 | 1.25% | 4.29% | 8.06% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.08% | 0.27% | 0.72% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PINNACLE ASSOCIATES LTD | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cypress Point Wealth Management, LLC | 12 | 12 | 1.13% | 30.91% | 60.21% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 12 |
Core Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ALLEN HOLDING INC /NY | 12 | 12 | 2.01% | 3.77% | 6.14% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Van Cleef Asset Management,Inc | 12 | 12 | 0.03% | 0.89% | 1.75% | Q4 2020 | Q3 2023 | 12 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 12 | 12 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Baker Avenue Asset Management, LP | 12 | 12 | 0.00% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Perennial Investment Advisors, LLC | 10 | 1 | 0.02% | 0.08% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE CAPITAL HOLDINGS INC | 12 | 12 | 0.00% | 0.17% | 2.00% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Winthrop Advisory Group LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.10% | 0.36% | 0.62% | Q4 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
United Capital Management of KS, Inc. | 12 | 12 | 1.25% | 2.30% | 3.10% | Q4 2020 | Q3 2023 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.10% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q2 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 12 | 12 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 12 | 12 | 0.22% | 0.40% | 0.61% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Compagnie Lombard Odier SCmA | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 10 | 2 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 12 | 12 | 0.51% | 1.32% | 2.33% | Q4 2020 | Q3 2023 | 12 |
Gerber Kawasaki Wealth & Investment Management | 9 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 12 |
Rathbones Group PLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.03% | 0.26% | 0.95% | Q4 2020 | Q3 2023 | 12 |
SFMG, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 12 | 12 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.14% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.21% | 0.44% | 0.81% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.04% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MERIDIAN INVESTMENT COUNSEL INC. | 12 | 12 | 0.18% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.06% | 0.16% | 0.44% | Q4 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Garde Capital, Inc. | 9 | 3 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sargent Investment Group, LLC | 12 | 12 | 1.17% | 1.80% | 2.53% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Roble, Belko & Company, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Allianz Asset Management GmbH | 12 | 12 | 0.00% | 0.05% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CapWealth Advisors, LLC | 12 | 12 | 0.40% | 0.86% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Cannell & Co. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Cutter & CO Brokerage, Inc. | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.04% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.11% | 0.22% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Wealth Architects, LLC | 11 | 11 | 0.05% | 0.11% | 0.23% | Q1 2021 | Q3 2023 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 11 | 0.04% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Centiva Capital, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.03% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 11 | 11 | 0.12% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Bristlecone Advisors, LLC | 11 | 11 | 0.04% | 0.23% | 0.38% | Q1 2021 | Q3 2023 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
St. Johns Investment Management Company, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Legal & General Group Plc | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Truvestments Capital LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.31% | 0.97% | Q1 2021 | Q3 2023 | 11 |
Steigerwald, Gordon & Koch Inc. | 11 | 11 | 0.08% | 0.23% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SAGE RHINO CAPITAL LLC | 11 | 11 | 0.07% | 0.21% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Sepio Capital, LP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Adero Partners, LLC | 11 | 11 | 0.02% | 0.07% | 0.25% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.13% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.03% | 0.08% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 11 | 0.02% | 0.11% | 0.32% | Q1 2021 | Q3 2023 | 11 |
JACOBS & CO/CA | 11 | 11 | 0.07% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 11 |
DnB Asset Management AS | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
CONNORS INVESTOR SERVICES INC | 11 | 11 | 0.89% | 1.59% | 2.98% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.02% | 0.18% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Circle Wealth Management, LLC | 11 | 11 | 0.04% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
AtonRa Partners | 11 | 11 | 0.49% | 1.17% | 2.00% | Q1 2021 | Q3 2023 | 11 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 11 | 11 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.08% | 0.21% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Inspire Advisors, LLC | 10 | 1 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Zions Bancorporation, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 11 | 0.10% | 0.31% | 0.62% | Q1 2021 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
GFS Advisors, LLC | 11 | 11 | 0.05% | 0.11% | 0.26% | Q1 2021 | Q3 2023 | 11 |
OSTERWEIS CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 10 | 1 | 0.11% | 0.41% | 1.18% | Q4 2020 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.07% | 0.17% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Smithfield Trust Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SpiderRock Advisors, LLC | 11 | 11 | 0.01% | 0.18% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Lumina Fund Management LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TUCKER ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Capital Investment Counsel, Inc | 11 | 11 | 0.15% | 0.34% | 0.62% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Lee Financial Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allen Investment Management, LLC | 11 | 11 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Annapolis Financial Services, LLC | 11 | 11 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
ARK Investment Management | 9 | 2 | 0.00% | 0.77% | 2.15% | Q4 2020 | Q3 2023 | 11 |
BECKER CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hartford Financial Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 6 | 6 | 0.00% | 0.06% | 0.21% | Q3 2020 | Q4 2021 | 11 |
DekaBank Deutsche Girozentrale | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
KLINGENSTEIN FIELDS & CO LP | 10 | 10 | 0.01% | 0.36% | 0.83% | Q2 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.04% | 0.11% | 0.49% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.01% | 0.28% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Capital Analysts, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CERTUITY, LLC | 7 | 3 | 0.02% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 10 |
Gulf International Bank (UK) Ltd | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ProShare Advisors LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 8 | 2 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Parker Investment Management, LLC | 10 | 10 | 0.04% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Livforsakringsbolaget Skandia, Omsesidigt | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.08% | 0.15% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.10% | 0.21% | 0.35% | Q2 2021 | Q3 2023 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Coastal Bridge Advisors, LLC | 9 | 1 | 0.34% | 1.28% | 2.22% | Q3 2020 | Q1 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DIMENSIONAL FUND ADVISORS LP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q2 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Close Asset Management Ltd | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.05% | 0.11% | Q2 2010 | Q3 2023 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Independent Wealth Network Inc. | 9 | 9 | 0.00% | 0.19% | 0.35% | Q3 2021 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
IFM Investors Pty Ltd | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WESTPAC BANKING CORP | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hedeker Wealth, LLC | 10 | 10 | 1.41% | 2.43% | 3.43% | Q2 2021 | Q3 2023 | 10 |
FUKOKU MUTUAL LIFE INSURANCE Co | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.19% | 0.74% | Q2 2021 | Q3 2023 | 10 |
SANDERS MORRIS HARRIS LLC | 7 | 3 | 0.08% | 0.14% | 0.28% | Q1 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 10 | 10 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
IFG Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WBH ADVISORY INC | 7 | 3 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Russell Investments Group, Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CIGNA INVESTMENTS INC /NEW | 10 | 10 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FORSTA AP-FONDEN | 10 | 10 | 0.02% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 5 | 5 | 0.07% | 0.22% | 0.48% | Q1 2021 | Q1 2022 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 10 | 10 | 0.03% | 0.45% | 1.19% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 7 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
APG Asset Management N.V. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SHELTON CAPITAL MANAGEMENT | 10 | 10 | 0.08% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
HOWARD FINANCIAL SERVICES, LTD. | 10 | 10 | 0.02% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 10 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BANQUE PICTET & CIE SA | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TD ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Covington Capital Management | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2022 | 10 |
Derbend Asset Management | 10 | 10 | 0.16% | 0.58% | 1.42% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VOYA INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.02% | 0.09% | 0.25% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Defender Capital, LLC. | 10 | 10 | 0.13% | 0.95% | 2.08% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Diversified Trust Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.18% | 0.42% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Platform Technology Partners | 10 | 10 | 0.11% | 0.24% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Marathon Trading Investment Management LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WEBSTER BANK, N. A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 10 | 10 | 0.51% | 0.77% | 1.18% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Regal Partners Ltd | 10 | 10 | 1.56% | 3.73% | 6.36% | Q4 2020 | Q1 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 5 | 5 | 0.03% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Nuveen Asset Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bouvel Investment Partners, LLC | 10 | 10 | 0.44% | 0.88% | 1.42% | Q2 2021 | Q3 2023 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.15% | 0.38% | Q3 2021 | Q3 2023 | 9 |
AllSquare Wealth Management LLC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Avondale Wealth Management | 5 | 4 | 0.04% | 0.07% | 0.21% | Q1 2021 | Q3 2023 | 9 |
Column Capital Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
McGuire Investment Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q2 2023 | 9 |
CMT Capital Markets Trading GmbH | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.22% | 0.50% | Q4 2020 | Q3 2023 | 9 |
Penserra Capital Management LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Mizuho Markets Cayman LP | 5 | 5 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.10% | 0.18% | Q3 2021 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Meiji Yasuda Asset Management Co Ltd. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Twin Lakes Capital Management, LLC | 5 | 4 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 9 |
Atlas Principals, LLC | 5 | 5 | 1.19% | 3.92% | 9.02% | Q2 2021 | Q2 2022 | 9 |
Fragasso Group Inc. | 8 | 1 | 0.01% | 0.17% | 0.42% | Q4 2020 | Q2 2023 | 9 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.41% | 0.84% | 1.22% | Q4 2020 | Q4 2022 | 9 |
COMMERCE BANK | 9 | 9 | 0.00% | 0.02% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 3 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
ROYAL LONDON ASSET MANAGEMENT LTD | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 9 |
State of Alaska, Department of Revenue | 9 | 9 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 1 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Empirical Capital Management, LLC | 9 | 9 | 0.23% | 1.51% | 2.53% | Q3 2020 | Q3 2022 | 9 |
EVOKE WEALTH, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 9 | 9 | 0.15% | 0.57% | 0.97% | Q3 2021 | Q3 2023 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.00% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Hudock, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.02% | 0.10% | 0.19% | Q3 2020 | Q3 2022 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 7 | 2 | 0.00% | 0.10% | 0.44% | Q4 2020 | Q3 2023 | 9 |
Maryland State Retirement & Pension System | 5 | 4 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
AVIVA PLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Duquesne Family Office | 9 | 9 | 0.26% | 1.62% | 3.08% | Q1 2021 | Q1 2023 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2022 | 9 |
HBK Sorce Advisory LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
BLUESTEIN R H & CO LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CTC LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Dai-ichi Life Insurance Company, Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 6 | 3 | 0.08% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 9 |
HCR Wealth Advisors | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 6 | 3 | 0.01% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Fernwood Investment Management, LLC | 9 | 9 | 0.04% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Keystone Financial Group | 7 | 2 | 0.05% | 0.14% | 0.39% | Q2 2021 | Q3 2023 | 9 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Private Ocean, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Nikko Asset Management Americas, Inc. | 7 | 2 | 0.03% | 0.84% | 1.80% | Q1 2021 | Q3 2023 | 9 |
Robeco Institutional Asset Management B.V. | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
WADE G W & INC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Avitas Wealth Management LLC | 9 | 9 | 0.04% | 0.10% | 0.18% | Q3 2020 | Q3 2022 | 9 |
Game Plan Financial Advisors, LLC | 9 | 9 | 0.29% | 0.48% | 0.88% | Q4 2020 | Q4 2022 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.08% | 0.31% | Q3 2020 | Q3 2022 | 9 |
Andra AP-fonden | 6 | 2 | 0.02% | 0.09% | 0.37% | Q2 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 5 | 3 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 8 |
KG&L Capital Management,LLC | 5 | 3 | 0.07% | 0.55% | 1.38% | Q1 2021 | Q3 2023 | 8 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Formidable Asset Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 1.76% | 4.85% | 9.04% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.02% | 0.09% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Jump Financial, LLC | 7 | 1 | 0.01% | 0.14% | 0.35% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Ensign Peak Advisors, Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GLYNN CAPITAL MANAGEMENT LLC | 8 | 8 | 2.34% | 4.08% | 5.67% | Q1 2021 | Q4 2022 | 8 |
Greenline Partners, LLC | 8 | 8 | 0.43% | 0.73% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Longitude (Cayman) Ltd. | 6 | 2 | 0.61% | 1.53% | 2.59% | Q1 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Deuterium Capital Management, LLC | 8 | 8 | 1.91% | 2.91% | 4.46% | Q4 2021 | Q3 2023 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.13% | 0.48% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 7 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 8 |
SP Asset Management | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
PRIVATE ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.10% | 0.18% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.03% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.18% | 0.31% | 0.42% | Q4 2020 | Q3 2022 | 8 |
Financial Architects, Inc | 4 | 1 | 0.21% | 0.34% | 0.46% | Q1 2021 | Q2 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.04% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Achmea Investment Management B.V. | 7 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.04% | 0.31% | 0.42% | Q4 2020 | Q3 2022 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.16% | 0.28% | 0.48% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.07% | 0.13% | 0.31% | Q4 2021 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q2 2023 | 8 |
Ocean Capital Management, LLC | 8 | 8 | 0.07% | 0.22% | 0.48% | Q1 2021 | Q4 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.16% | 0.28% | Q3 2020 | Q2 2023 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 8 |
First Pacific Advisors, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q4 2023 | 8 |
Neuberger Berman Group LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Darwin Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FEDERATED HERMES, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.42% | 2.41% | 3.69% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.08% | 0.17% | Q2 2021 | Q1 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.09% | 0.38% | Q4 2020 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.13% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.05% | 0.15% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.10% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
BAILARD, INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Resolute Advisors LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
O'Dell Group, LLC | 7 | 1 | 0.01% | 0.08% | 0.17% | Q1 2021 | Q2 2023 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q1 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 8 |
UBS OCONNOR LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 8 |
TBH Global Asset Management, LLC | 8 | 8 | 0.06% | 0.17% | 0.31% | Q3 2020 | Q2 2022 | 8 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Altus Wealth Management, LLC | 7 | 7 | 0.08% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Procyon Advisors, LLC | 6 | 1 | 0.02% | 0.17% | 0.36% | Q1 2021 | Q3 2023 | 7 |
Quilter Plc | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Private Capital Management, LLC | 4 | 2 | 0.10% | 0.20% | 0.42% | Q1 2021 | Q3 2023 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q3 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.09% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Icon Wealth Partners, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.04% | 0.11% | 0.22% | Q1 2021 | Q3 2022 | 7 |
Stanley-Laman Group, Ltd. | 4 | 3 | 0.76% | 1.03% | 1.42% | Q4 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.23% | 1.32% | Q3 2020 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.15% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
NATIXIS | 7 | 7 | 0.03% | 0.14% | 0.21% | Q1 2021 | Q3 2022 | 7 |
Bridgewater Associates | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.00% | 0.09% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Bernardo Wealth Planning LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 7 |
Crestwood Capital Management, L.P. | 7 | 7 | 1.39% | 5.16% | 6.79% | Q3 2020 | Q1 2022 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
BerganKDV Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Good Life Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2022 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.04% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Korea Investment CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 7 |
Koss-Olinger Consulting, LLC | 5 | 2 | 0.02% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 7 |
Apella Capital, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.42% | 0.78% | 1.11% | Q1 2022 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CAZ INVESTMENTS LP | 7 | 7 | 0.04% | 0.25% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.02% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.44% | 0.91% | Q4 2021 | Q3 2023 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Clean Yield Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
Redwood Investment Management, LLC | 5 | 1 | 0.03% | 0.08% | 0.22% | Q4 2020 | Q4 2022 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.05% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 7 |
PRICE MICHAEL F | 7 | 7 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q1 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Donoghue Forlines LLC | 7 | 7 | 0.07% | 0.13% | 0.21% | Q4 2021 | Q2 2023 | 7 |
EMC Capital Management | 6 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Harvest Fund Management Co., Ltd | 4 | 3 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 7 |
Claraphi Advisory Network, LLC | 6 | 6 | 0.10% | 0.19% | 0.27% | Q1 2021 | Q2 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.21% | 0.35% | 0.42% | Q4 2020 | Q1 2022 | 6 |
Visionary Wealth Advisors | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 6 |
NORGES BANK | 6 | 6 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Shay Capital LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2021 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CenterStar Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.22% | Q4 2020 | Q4 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.22% | 0.42% | Q2 2021 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2022 | 6 |
GLENMEDE TRUST CO NA | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 6 |
PROFUND ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.02% | 0.11% | 0.20% | Q1 2021 | Q2 2022 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Golden State Equity Partners | 3 | 1 | 0.06% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 6 |
Caerus Investment Advisors, LLC | 4 | 1 | 0.05% | 1.58% | 2.68% | Q4 2021 | Q1 2023 | 6 |
Eukles Asset Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Laffer Tengler Investments, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.71% | 0.95% | 1.19% | Q4 2021 | Q1 2023 | 6 |
Capstone Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DFPG INVESTMENTS, LLC | 4 | 2 | 0.04% | 0.34% | 0.73% | Q1 2021 | Q3 2022 | 6 |
Probity Advisors, Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 4 | 2 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 4 | 1 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q4 2022 | 6 |
Octavia Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Hyperion Asset Management Ltd | 6 | 6 | 2.29% | 2.88% | 3.36% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Wealth Alliance | 6 | 6 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Quantinno Capital Management LP | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Handelsbanken Fonder AB | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA | 4 | 2 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Roger Wittlin Investment Advisory, LLC | 3 | 3 | 0.10% | 0.37% | 1.43% | Q4 2021 | Q3 2023 | 6 |
Fortis Capital Management LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q1 2022 | Q2 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
R.P. Boggs & Co. | 5 | 1 | 0.00% | 2.77% | 4.98% | Q2 2020 | Q4 2021 | 6 |
Prospera Financial Services Inc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Privium Fund Management B.V. | 4 | 2 | 0.09% | 2.12% | 3.58% | Q4 2021 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.04% | 0.13% | Q1 2021 | Q3 2022 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
CLEAR STREET LLC | 2 | 1 | 0.02% | 0.11% | 0.26% | Q3 2022 | Q2 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.17% | 0.30% | 0.52% | Q2 2022 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
JNBA Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Creegan & Nassoura Financial Group, LLC | 6 | 6 | 0.08% | 0.17% | 0.25% | Q1 2021 | Q2 2022 | 6 |
Wedmont Private Capital | 4 | 2 | 0.02% | 0.10% | 0.28% | Q4 2021 | Q3 2023 | 6 |
Neo Ivy Capital Management | 2 | 2 | 0.05% | 0.49% | 0.91% | Q4 2021 | Q3 2023 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
National Pension Service | 4 | 2 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
FORMULA GROWTH LTD | 6 | 6 | 0.11% | 0.18% | 0.46% | Q3 2020 | Q4 2021 | 6 |
VESTOR CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
AQR Capital Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 6 |
SEEYOND | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Cerity Partners LLC | 4 | 2 | 0.00% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
ALLSTATE CORP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.24% | 0.40% | 0.54% | Q1 2021 | Q1 2022 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.39% | 0.58% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.10% | 0.32% | 0.79% | Q1 2021 | Q3 2023 | 5 |
Quinn Opportunity Partners LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q1 2022 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Csenge Advisory Group | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Fairbanks Capital Management, Inc. | 5 | 5 | 0.13% | 0.21% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.00% | 0.12% | 0.25% | Q4 2022 | Q3 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 5 |
ThornTree Capital Partners LP | 2 | 1 | 1.20% | 3.58% | 6.58% | Q3 2020 | Q2 2022 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.10% | 0.13% | Q4 2020 | Q2 2022 | 5 |
WMS Partners, LLC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 5 |
WAYCROSS PARTNERS, LLC | 5 | 5 | 0.17% | 0.27% | 0.48% | Q3 2021 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
SHELL ASSET MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.15% | 0.20% | 0.28% | Q1 2021 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.04% | 0.14% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
White Knight Strategic Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.22% | 0.31% | Q4 2020 | Q4 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Kistler-Tiffany Companies, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Frank, Rimerman Advisors LLC | 3 | 2 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.11% | 0.17% | Q2 2021 | Q1 2023 | 5 |
ENZI WEALTH | 5 | 5 | 0.10% | 0.18% | 0.28% | Q3 2022 | Q3 2023 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.26% | 0.76% | Q2 2021 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Gotham Asset Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 5 |
CAPITAL ADVISORS INC/OK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 5 |
EMG Holdings, L.P. | 2 | 2 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.67% | 1.18% | 1.70% | Q3 2022 | Q3 2023 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.27% | 0.36% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.08% | 0.17% | 0.29% | Q4 2020 | Q4 2021 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Bellecapital International Ltd. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 5 |
Chemistry Wealth Management LLC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Hilltop Holdings Inc. | 3 | 2 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 5 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Symmetry Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.01% | 0.20% | 0.70% | Q3 2022 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.12% | 0.32% | Q1 2021 | Q1 2023 | 5 |
Congress Park Capital LLC | 3 | 2 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.16% | 0.24% | 0.30% | Q4 2020 | Q4 2021 | 5 |
ACG Wealth | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 5 |
Yarbrough Capital, LLC | 4 | 1 | 0.00% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 5 |
BURNS J W & CO INC/NY | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Sand Hill Global Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Canton Hathaway, LLC | 3 | 2 | 0.00% | 0.25% | 0.64% | Q1 2021 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sunflower Bank, N.A. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Pantheon Investment Group, LLC | 5 | 5 | 1.23% | 1.60% | 1.87% | Q4 2020 | Q4 2021 | 5 |
Advisor Resource Council | 5 | 5 | 0.01% | 0.06% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q1 2023 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GMT CAPITAL CORP | 3 | 2 | 0.08% | 0.34% | 0.61% | Q2 2022 | Q3 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2021 | 5 |
JSF Financial, LLC | 3 | 2 | 0.05% | 0.12% | 0.19% | Q1 2021 | Q2 2022 | 5 |
Edgewood Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Capital Markets Trading UK LLP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Greylin Investment Management, Inc | 5 | 5 | 0.14% | 0.37% | 0.81% | Q4 2020 | Q4 2021 | 5 |
StoneX Group Inc. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.04% | 0.15% | 0.29% | Q1 2021 | Q1 2022 | 5 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.00% | 0.14% | 0.23% | Q4 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Centric Wealth Management | 2 | 2 | 0.00% | 0.36% | 1.50% | Q4 2020 | Q1 2021 | 5 |
Archon Partners LLC | 5 | 5 | 0.39% | 1.14% | 1.63% | Q4 2020 | Q4 2021 | 5 |
Sozo Ventures GP I, L.P. | 4 | 4 | 100.00% | 100.00% | 100.00% | Q4 2021 | Q3 2022 | 4 |
BigSur Wealth Management LLC | 4 | 4 | 0.09% | 0.32% | 0.45% | Q1 2021 | Q4 2021 | 4 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
FRED ALGER MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 4 |
Ethic Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.03% | 0.05% | 0.10% | Q2 2022 | Q1 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.05% | 0.17% | 0.43% | Q4 2021 | Q1 2023 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.31% | 0.39% | 0.50% | Q4 2020 | Q3 2021 | 4 |
IBM Retirement Fund | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Clearwater Capital Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 3 | 1 | 0.13% | 0.23% | 0.31% | Q1 2022 | Q2 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.15% | 0.25% | 0.34% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 3 | 3 | 0.10% | 1.51% | 4.31% | Q3 2020 | Q1 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.01% | 0.21% | 0.42% | Q3 2020 | Q2 2021 | 4 |
Summit X, LLC | 2 | 1 | 0.03% | 0.11% | 0.33% | Q4 2020 | Q1 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 4 |
Knuff & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 4 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 4 |
Champlain Investment Partners, LLC | 4 | 4 | 0.36% | 0.44% | 0.49% | Q2 2022 | Q1 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.10% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q3 2022 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.00% | 0.09% | 0.34% | Q3 2020 | Q2 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.23% | 0.40% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 4 | 4 | 0.05% | 0.26% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.07% | 0.11% | 0.20% | Q4 2021 | Q1 2023 | 4 |
DEEPWATER ASSET MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
GenTrust, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
PITTENGER & ANDERSON INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 4 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q1 2021 | 4 |
Engineers Gate Manager LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Allie Family Office LLC | 4 | 4 | 0.52% | 0.72% | 1.05% | Q2 2022 | Q1 2023 | 4 |
Candriam S.C.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
apricus wealth, LLC | 4 | 4 | 0.57% | 1.08% | 1.50% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.13% | 0.44% | Q2 2023 | Q3 2023 | 4 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 4 | 0.16% | 0.31% | 0.39% | Q1 2021 | Q4 2021 | 4 |
Westwind Capital | 3 | 1 | 0.02% | 3.29% | 5.15% | Q1 2022 | Q4 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.14% | 0.23% | 0.31% | Q1 2021 | Q4 2021 | 4 |
Strong Tower Advisory Services | 4 | 4 | 0.09% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Lane Generational LLC | 4 | 4 | 4.62% | 5.24% | 6.41% | Q4 2022 | Q3 2023 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.19% | 0.28% | 0.32% | Q1 2021 | Q4 2021 | 4 |
Redpoint Investment Management Pty Ltd | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beech Hill Advisors, Inc. | 4 | 4 | 0.40% | 0.56% | 0.63% | Q2 2021 | Q1 2022 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.00% | 1.02% | 2.05% | Q1 2021 | Q4 2021 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.08% | 0.15% | Q1 2021 | Q4 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.10% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 3 | 1 | 0.97% | 1.18% | 1.70% | Q1 2022 | Q2 2023 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Andar Capital Management HK Ltd | 4 | 4 | 7.86% | 9.19% | 10.57% | Q4 2020 | Q3 2021 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Sculptor Capital LP | 2 | 2 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q1 2021 | 4 |
UNITED MARITIME CAPITAL LLC | 4 | 4 | 0.03% | 0.19% | 0.26% | Q4 2020 | Q3 2021 | 4 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BIRINYI ASSOCIATES INC | 4 | 4 | 0.09% | 0.17% | 0.24% | Q4 2020 | Q3 2021 | 4 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Tredje AP-fonden | 3 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Crossvault Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.08% | 0.20% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q2 2023 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Rovida Advisors Inc. | 4 | 4 | 3.74% | 4.65% | 5.23% | Q1 2021 | Q4 2021 | 4 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.49% | 0.77% | Q4 2020 | Q3 2023 | 4 |
America First Investment Advisors, LLC | 4 | 4 | 3.21% | 6.13% | 8.46% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
683 Capital Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q1 2021 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.14% | 0.45% | Q4 2020 | Q3 2022 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.01% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 4 |
Holistic Financial Partners | 4 | 4 | 0.12% | 0.16% | 0.18% | Q1 2021 | Q4 2021 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Disruptive Technology Advisers LLC | 4 | 4 | 3.38% | 30.35% | 100.00% | Q4 2020 | Q3 2021 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 2 | 0.05% | 0.09% | 0.18% | Q1 2023 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 1.52% | 2.52% | 3.40% | Q4 2022 | Q3 2023 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Karani Asset Management LLC | 4 | 4 | 1.05% | 2.99% | 4.21% | Q3 2022 | Q2 2023 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 4 | 0.13% | 5.17% | 13.28% | Q3 2020 | Q2 2021 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.12% | 0.23% | Q4 2020 | Q1 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q1 2023 | 4 |
PLUSTICK MANAGEMENT LLC | 2 | 2 | 0.43% | 2.12% | 3.46% | Q4 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BRR OpCo, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
1623 Capital LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.14% | 0.23% | 0.28% | Q3 2020 | Q3 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Morse Asset Management, Inc | 2 | 1 | 0.11% | 0.20% | 0.29% | Q4 2020 | Q3 2021 | 3 |
STANSBERRY ASSET MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q1 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.17% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 3 |
AXS Investments LLC | 1 | 1 | 0.17% | 0.54% | 0.77% | Q2 2021 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PALO ALTO WEALTH ADVISORS, LLC | 3 | 3 | 0.67% | 1.86% | 2.92% | Q4 2022 | Q2 2023 | 3 |
Bison Wealth, LLC | 2 | 1 | 0.10% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.37% | 0.45% | 0.56% | Q2 2021 | Q4 2021 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.02% | 0.08% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q4 2022 | 3 |
Leeward Financial Partners, LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Trybe Capital Management LP | 3 | 3 | 6.36% | 6.81% | 7.61% | Q1 2021 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Maxi Investments CY Ltd | 3 | 3 | 0.13% | 0.25% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.23% | 0.31% | 0.35% | Q4 2020 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.06% | 0.17% | Q3 2021 | Q1 2022 | 3 |
State of Wyoming | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.27% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Point72 Hong Kong Ltd | 2 | 1 | 0.01% | 0.11% | 0.20% | Q3 2020 | Q1 2022 | 3 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.56% | 2.29% | 3.75% | Q3 2021 | Q3 2021 | 3 |
Mission Creek Capital Partners, Inc. | 2 | 1 | 2.91% | 6.12% | 11.82% | Q3 2020 | Q2 2021 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Concentric Capital Strategies, LP | 1 | 1 | 0.03% | 0.35% | 0.90% | Q1 2022 | Q1 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Olympiad Research LP | 3 | 3 | 0.20% | 0.35% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.69% | 0.79% | 0.84% | Q1 2021 | Q3 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ASHFORD CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.18% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 3 | 3 | 0.09% | 0.18% | 0.28% | Q3 2022 | Q1 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2022 | 3 |
Castellan Group | 3 | 3 | 1.29% | 2.06% | 2.59% | Q1 2021 | Q3 2021 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GAGNON SECURITIES LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q1 2021 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sciencast Management LP | 2 | 1 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2021 | 3 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q1 2022 | 3 |
Axel Capital Management, LLC | 2 | 1 | 0.81% | 2.07% | 4.52% | Q4 2020 | Q3 2021 | 3 |
Enlightenment Research, LLC | 2 | 1 | 2.24% | 2.56% | 3.14% | Q4 2020 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Pacifica Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.11% | 0.16% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Islet Management, LP | 2 | 1 | 0.26% | 0.78% | 1.34% | Q4 2020 | Q3 2021 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.84% | 1.43% | 2.09% | Q1 2021 | Q3 2021 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Malaga Cove Capital, LLC | 3 | 3 | 0.11% | 0.25% | 0.34% | Q3 2021 | Q1 2022 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Main Street Research LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Estabrook Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.03% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Joule Financial, LLC | 3 | 3 | 0.12% | 0.15% | 0.20% | Q1 2023 | Q3 2023 | 3 |
METROPOLITAN LIFE INSURANCE CO/NY | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Round Rock Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Versor Investments LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LaFleur & Godfrey LLC | 3 | 3 | 0.85% | 1.37% | 1.69% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q2 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
South Street Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pflug Koory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Azimuth Capital Investment Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.01% | 0.19% | 0.50% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 2 | 1 | 0.01% | 0.60% | 1.76% | Q4 2020 | Q3 2021 | 3 |
LITTLE HOUSE CAPITAL LLC | 2 | 1 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q3 2021 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Everhart Financial Group, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
INVESTMENT HOUSE LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Regent Peak Wealth Advisors LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q2 2022 | Q4 2022 | 3 |
Crossmark Global Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 2 | 1 | 0.12% | 5.90% | 14.00% | Q1 2021 | Q3 2023 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 3 |
Starfox Financial Services, LLC | 3 | 3 | 0.15% | 0.25% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.23% | Q1 2021 | Q3 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.37% | 0.47% | Q1 2023 | Q3 2023 | 3 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Onyx Bridge Wealth Group LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 3 |
THOMAS STORY & SON LLC | 3 | 3 | 0.18% | 0.23% | 0.26% | Q2 2021 | Q4 2021 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Simplify Asset Management Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.40% | 0.77% | 0.98% | Q1 2021 | Q3 2021 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Graypoint LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 3 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q3 2021 | Q4 2021 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
INVERNESS COUNSEL LLC /NY/ | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.05% | 0.27% | 0.49% | Q3 2020 | Q3 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.23% | 0.40% | Q2 2021 | Q1 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tatro Capital, LLC | 1 | 1 | 0.13% | 0.23% | 0.32% | Q2 2021 | Q4 2021 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2021 | Q4 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.49% | 0.51% | 0.54% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q4 2020 | Q3 2022 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q4 2020 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.16% | 0.42% | 0.69% | Q3 2023 | Q4 2023 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 0.14% | 0.23% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Honeycomb Asset Management LP | 2 | 2 | 0.14% | 0.25% | 0.37% | Q3 2020 | Q4 2020 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
McGlone Suttner Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
BOURNE LENT ASSET MANAGEMENT INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MONETTA FINANCIAL SERVICES INC | 2 | 2 | 0.64% | 0.83% | 1.02% | Q1 2021 | Q2 2021 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.15% | 0.19% | 0.22% | Q3 2021 | Q2 2023 | 2 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q2 2023 | Q3 2023 | 2 |
NEA Management Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Yong Rong (HK) Asset Management Ltd | 2 | 2 | 25.44% | 39.87% | 54.29% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Soros Fund Management | 2 | 2 | 4.29% | 6.25% | 8.21% | Q3 2020 | Q4 2020 | 2 |
GARRISON POINT ADVISORS, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Third Point | 2 | 2 | 0.21% | 0.32% | 0.42% | Q3 2020 | Q4 2020 | 2 |
Coatue Management | 1 | 1 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2023 | Q3 2023 | 2 |
STRS OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Jericho Capital Asset Management L.P. | 1 | 1 | 3.00% | 3.11% | 3.22% | Q1 2022 | Q2 2023 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.38% | 0.48% | 0.57% | Q4 2020 | Q3 2023 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.71% | 0.74% | 0.78% | Q4 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 5.08% | 5.28% | 5.47% | Q4 2022 | Q1 2023 | 2 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
RHS Financial, LLC | 2 | 2 | 1.50% | 1.60% | 1.69% | Q2 2021 | Q3 2021 | 2 |
Howard Capital Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Alight Capital Management LP | 1 | 1 | 1.04% | 3.24% | 5.45% | Q1 2022 | Q3 2022 | 2 |
Price Jennifer C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Alta Advisers Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SHIKIAR ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SCOUT INVESTMENTS, INC. | 2 | 2 | 4.06% | 4.10% | 4.15% | Q2 2023 | Q3 2023 | 2 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2021 | Q1 2021 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.15% | 0.80% | 1.45% | Q3 2020 | Q2 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Bell Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SIGULER GUFF ADVISERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.71% | 1.20% | 1.70% | Q2 2023 | Q3 2023 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 3.49% | 3.81% | 4.14% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q2 2023 | 2 |
SeaTown Holdings Pte. Ltd. | 2 | 2 | 1.99% | 2.77% | 3.56% | Q3 2020 | Q4 2020 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 9.85% | 15.15% | 20.46% | Q3 2020 | Q4 2020 | 2 |
Midwest Professional Planners, LTD. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.46% | 0.58% | 0.70% | Q4 2020 | Q2 2021 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.19% | 0.24% | 0.29% | Q1 2023 | Q3 2023 | 2 |
Sicart Associates LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Maven Securities LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 2.19% | 2.87% | 3.54% | Q3 2020 | Q4 2020 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.14% | 0.25% | Q1 2021 | Q2 2023 | 2 |
Founders Fund II Management, LLC | 2 | 2 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MCRAE CAPITAL MANAGEMENT INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
AIMZ Investment Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Capital Market Strategies LLC | 2 | 2 | 0.44% | 0.55% | 0.65% | Q3 2023 | Q4 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.19% | 0.38% | Q1 2021 | Q1 2022 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.18% | 0.19% | 0.19% | Q2 2021 | Q1 2022 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Farmers & Merchants Trust Co of Long Beach | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
JT Stratford LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2022 | Q2 2023 | 2 |
O'Neil Global Advisors, Inc. | 2 | 2 | 2.68% | 3.92% | 5.16% | Q2 2021 | Q3 2021 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.15% | 0.32% | 0.49% | Q4 2020 | Q4 2020 | 2 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q2 2023 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.01% | 0.18% | 0.35% | Q3 2021 | Q4 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
World Asset Management Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.20% | 0.41% | Q1 2021 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HAMILTON LANE ADVISORS LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q1 2021 | Q2 2021 | 2 |
NKCFO LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Weil Company, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
SP Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Western Financial Corp/CA | 2 | 2 | 0.51% | 0.52% | 0.52% | Q2 2023 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q2 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.39% | 0.78% | Q3 2020 | Q4 2020 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.35% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Sage Investment Advisers LLC | 2 | 2 | 0.34% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stephens Investment Management Group LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
LEGACY FINANCIAL GROUP, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Kerntke Otto McGlone Wealth Management Group | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2021 | Q2 2021 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.39% | 0.46% | 0.54% | Q1 2021 | Q4 2021 | 2 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2022 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 2 | 0.20% | 0.26% | 0.33% | Q1 2022 | Q2 2022 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.49% | 0.55% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 9.25% | 38.85% | 68.44% | Q4 2020 | Q1 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Vienna Asset Management LLC | 1 | 1 | 0.01% | 0.37% | 0.74% | Q4 2021 | Q3 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Brookside Equity Partners LLC | 2 | 2 | 0.40% | 0.55% | 0.69% | Q1 2021 | Q2 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q1 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.15% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 2 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
BP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Founders Fund III Management, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q1 2021 | Q1 2021 | 1 |
P-STS SPV GP IA, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q4 2020 | 1 |
Nixon Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Anson Funds Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Tao Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 4.93% | 4.93% | 4.93% | Q3 2023 | Q3 2023 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2021 | Q1 2021 | 1 |
Portolan Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 6.05% | 6.05% | 6.05% | Q1 2021 | Q1 2021 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JS Capital Management LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2021 | Q1 2021 | 1 |
Baillie Gifford | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TRH Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2023 | Q4 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
PointState Capital LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OIKOS HOLDINGS LLC | 1 | 1 | 72.96% | 72.96% | 72.96% | Q4 2020 | Q4 2020 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ANTIPODES PARTNERS Ltd | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2023 | Q2 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd | 1 | 1 | 17.28% | 17.28% | 17.28% | Q2 2023 | Q2 2023 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
UDINE WEALTH MANAGEMENT, INC. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2023 | Q2 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
FCF Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
IVY LANE CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.36% | 4.36% | 4.36% | Q3 2022 | Q3 2022 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Impact Advisors, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2021 | Q3 2021 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 13.80% | 13.80% | 13.80% | Q4 2020 | Q4 2020 | 1 |
Greenspring Associates, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2020 | Q3 2020 | 1 |
Diametric Capital, LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2020 | Q3 2020 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2023 | Q3 2023 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Faithward Advisors, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KCL Capital, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 7.05% | 7.05% | 7.05% | Q3 2023 | Q3 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
JOHN G ULLMAN & ASSOCIATES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2020 | Q3 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 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 |
F/M Investments LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2023 | Q1 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Serengeti Asset Management LP | 1 | 1 | 3.83% | 3.83% | 3.83% | Q3 2022 | Q3 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Vanderbilt University | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DUMAC, INC. | 1 | 1 | 51.92% | 51.92% | 51.92% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Seaport Global Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Latash Investments, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2021 | Q1 2021 | 1 |
AO Asset Management, LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2020 | Q3 2020 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Selway Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 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 |
Quantamental Technologies LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
P-STS SPV GP I, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q4 2020 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Blue Ridge Capital, L.L.C. | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2021 | Q1 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Financial Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
BROOKS, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2021 | Q3 2021 | 1 |
Lauer Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2022 | Q1 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Woodline Partners LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2022 | Q2 2022 | 1 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
72 Investment Holdings, LLC | 1 | 1 | 92.67% | 92.67% | 92.67% | Q4 2020 | Q4 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 7.31% | 7.31% | 7.31% | Q3 2020 | Q3 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
University of Massachusetts Foundation, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2021 | Q1 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own PALANTIR TECHNOLOGIES INC or have owned PALANTIR TECHNOLOGIES INC in the past.