PALANTIR TECHNOLOGIES INC shareholder history

Current and past PALANTIR TECHNOLOGIES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 13130.00%0.11%0.45%Q3 2020Q3 202337
UBS Group AG 13130.00%0.01%0.03%Q3 2020Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12120.00%0.04%0.09%Q4 2020Q3 202336
Citadel Advisors 12120.00%0.03%0.09%Q4 2020Q3 202336
WOLVERINE TRADING, LLC 12120.00%0.03%0.09%Q4 2020Q3 202336
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.01%Q3 2020Q3 202335
Walleye Trading LLC 12120.00%0.09%0.39%Q4 2020Q3 202335
GOLDMAN SACHS GROUP INC 12120.00%0.01%0.02%Q4 2020Q3 202335
Parallax Volatility Advisers, L.P. 12120.00%0.02%0.07%Q4 2020Q3 202334
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202333
XR Securities LLC 12120.00%0.06%0.49%Q4 2020Q3 202333
BLUEFIN CAPITAL MANAGEMENT, LLC 12120.00%0.20%1.34%Q4 2020Q3 202333
D. E. Shaw & Co., Inc. 11110.00%0.08%0.46%Q1 2021Q3 202331
PEAK6 Investments LLC 12120.01%0.07%0.25%Q4 2020Q3 202331
NOMURA HOLDINGS INC 12120.00%0.02%0.12%Q4 2020Q3 202331
HAP Trading, LLC 12120.01%0.06%0.26%Q4 2020Q3 202331
CITIGROUP INC 13130.00%0.01%0.03%Q3 2020Q3 202330
TWO SIGMA SECURITIES, LLC 12120.01%0.07%0.23%Q4 2020Q3 202330
BANK OF MONTREAL /CAN/ 920.00%0.01%0.10%Q4 2020Q3 202326
MILLENNIUM MANAGEMENT LLC 13130.00%0.01%0.04%Q3 2020Q3 202325
JANE STREET GROUP, LLC 13130.00%0.05%0.11%Q3 2020Q3 202325
Squarepoint Ops LLC 540.00%0.03%0.19%Q1 2021Q3 202324
HighTower Advisors, LLC 13130.00%0.01%0.05%Q3 2020Q3 202324
ROYAL BANK OF CANADA 13130.00%0.00%0.02%Q3 2020Q3 202324
PATHSTONE FAMILY OFFICE, LLC 12120.00%0.02%0.10%Q4 2020Q3 202323
Creative Planning 13130.00%0.00%0.02%Q3 2020Q3 202322
Cubist Systematic Strategies, LLC 12120.00%0.03%0.14%Q4 2020Q3 202322
Draper Asset Management, LLC 740.00%0.19%0.68%Q4 2020Q3 202322
CREDIT SUISSE AG/ 12120.00%0.03%0.07%Q4 2020Q3 202321
HOEY INVESTMENTS, INC 11110.01%0.06%0.30%Q4 2020Q2 202320
LPL Financial LLC 13130.00%0.01%0.02%Q3 2020Q3 202319
Valeo Financial Advisors, LLC 12120.00%0.02%0.04%Q4 2020Q3 202318
CAPITAL FUND MANAGEMENT S.A. 880.03%0.13%0.46%Q4 2021Q3 202318
Schonfeld Strategic Advisors LLC 12120.00%0.01%0.04%Q3 2020Q2 202318
Dynamic Advisor Solutions LLC 12120.00%0.03%0.09%Q4 2020Q3 202318
Belvedere Trading LLC 310.00%0.01%0.06%Q2 2021Q3 202317
SteelPeak Wealth, LLC 12120.02%0.05%0.09%Q4 2020Q3 202317
WELLS FARGO & COMPANY/MN 13130.00%0.01%0.01%Q3 2020Q3 202317
MEANS INVESTMENT CO., INC. 12120.00%0.11%0.25%Q4 2020Q3 202317
RAYMOND JAMES & ASSOCIATES 13130.00%0.01%0.02%Q3 2020Q3 202316
US BANCORP \DE\ 13130.00%0.00%0.01%Q3 2020Q3 202316
Claro Advisors LLC 13130.00%0.11%0.29%Q3 2020Q3 202316
ASSET MANAGEMENT CORP /IL/ /ADV 990.04%0.36%1.01%Q1 2021Q1 202315
Raymond James Financial Services Advisors, Inc. 13130.00%0.02%0.04%Q3 2020Q3 202315
Cresset Asset Management, LLC 12120.00%0.15%0.50%Q4 2020Q3 202315
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.01%0.02%Q4 2020Q3 202315
HSBC HOLDINGS PLC 12120.00%0.01%0.02%Q4 2020Q3 202315
Traynor Capital Management, Inc. 11110.00%0.08%0.28%Q1 2021Q3 202315
Private Advisor Group, LLC 13130.00%0.03%0.06%Q3 2020Q3 202315
CWA Asset Management Group, LLC 1110.01%0.36%0.86%Q3 2020Q3 202314
AdvisorNet Financial, Inc 11110.00%0.01%0.02%Q1 2021Q3 202314
Caprock Group, LLC 13130.01%0.33%0.83%Q3 2020Q3 202314
OPTIMUM INVESTMENT ADVISORS 13130.00%0.05%0.18%Q4 2020Q4 202314
Carmichael Hill & Associates, Inc. 12120.00%0.01%0.02%Q4 2020Q3 202314
Tradewinds Capital Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202314
TWO SIGMA INVESTMENTS, LP 630.00%0.16%0.73%Q2 2021Q3 202314
Paulson Wealth Management Inc. 880.00%0.27%0.86%Q4 2020Q3 202213
TRUIST FINANCIAL CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Glassman Wealth Services 13130.00%0.04%0.23%Q3 2020Q3 202313
PARK CIRCLE Co 13130.00%0.01%0.03%Q3 2020Q3 202313
Caption Management, LLC 510.00%0.06%0.26%Q4 2020Q1 202313
S.A. Mason LLC 13130.01%0.08%0.19%Q3 2020Q3 202313
Perigon Wealth Management, LLC 1210.03%0.17%0.44%Q3 2011Q3 202313
TCI Wealth Advisors, Inc. 10100.00%0.01%0.04%Q4 2020Q1 202313
Bank Julius Baer & Co. Ltd, Zurich 13130.00%0.03%0.04%Q3 2020Q3 202313
BROWN ADVISORY INC 13130.00%0.00%0.01%Q3 2020Q3 202313
IHT Wealth Management, LLC 13130.01%0.04%0.16%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.01%Q3 2020Q3 202313
Focused Wealth Management, Inc 13130.00%0.06%0.13%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 13130.01%0.07%0.14%Q3 2020Q3 202313
Archer Investment Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
Tower Research Capital LLC (TRC) 13130.00%0.03%0.21%Q3 2020Q3 202313
BlackRock Inc. 13130.01%0.03%0.06%Q3 2020Q3 202313
Edge Wealth Management LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.01%0.06%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.80%1.44%Q3 2020Q3 202313
Brand Asset Management Group, Inc. 13130.00%0.95%1.86%Q3 2020Q3 202313
STIFEL FINANCIAL CORP 13130.00%0.01%0.02%Q3 2020Q3 202313
WEST PACES ADVISORS INC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Red Wave Investments LLC 990.00%0.04%0.10%Q1 2021Q1 202313
WEDBUSH SECURITIES INC 13130.01%0.06%0.12%Q3 2020Q3 202313
Stratos Wealth Partners, LTD. 13130.01%0.03%0.07%Q3 2020Q3 202313
VANGUARD GROUP INC 13130.00%0.04%0.07%Q3 2020Q3 202313
Parisi Gray Wealth Management 13130.10%0.35%0.70%Q3 2020Q3 202313
Summit Trail Advisors, LLC 13130.10%0.49%1.43%Q3 2020Q3 202313
SENTINEL TRUST CO LBA 13130.28%0.80%1.65%Q3 2020Q3 202313
CATALYST PRIVATE WEALTH, LLC 1210.00%5.45%18.72%Q3 2020Q4 202313
Independent Advisor Alliance 12120.00%0.03%0.12%Q4 2020Q3 202313
Primavera Capital Management Ltd 13130.03%7.83%11.98%Q3 2020Q3 202313
Oakworth Capital, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
MORGAN STANLEY 13130.01%0.03%0.06%Q3 2020Q3 202313
Steward Partners Investment Advisory, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
Destination Wealth Management 13130.01%0.20%0.57%Q3 2020Q3 202313
GABLES CAPITAL MANAGEMENT INC. 13130.02%0.28%0.90%Q3 2020Q3 202313
AltraVue Capital, LLC 13132.34%3.90%7.10%Q3 2020Q3 202313
MANCHESTER FINANCIAL INC 13130.13%0.47%1.33%Q3 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.01%0.07%Q3 2020Q3 202313
Lido Advisors, LLC 12120.00%0.02%0.06%Q4 2020Q3 202313
Gradient Investments LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Zuckerman Investment Group, LLC 13130.04%0.09%0.18%Q3 2020Q3 202313
Arkadios Wealth Advisors 13130.01%0.05%0.09%Q3 2020Q3 202313
J.P. Morgan Private Wealth Advisors LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
GAMCO INVESTORS, INC. ET AL 13130.00%0.01%0.02%Q3 2020Q3 202313
1776 Wealth LLC 13130.38%2.07%3.91%Q3 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 13130.00%0.01%0.01%Q3 2020Q3 202313
Larson Financial Group LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
CANADA PENSION PLAN INVESTMENT BOARD 13130.01%0.19%0.65%Q3 2020Q3 202313
PRELUDE CAPITAL MANAGEMENT, LLC 820.00%0.03%0.14%Q3 2020Q3 202313
IFP Advisors, Inc 13130.00%0.03%0.10%Q3 2020Q3 202313
BESSEMER GROUP INC 13130.00%0.00%0.00%Q3 2020Q3 202313
LA FINANCIERE DE L'ECHIQUIER 13130.13%1.22%2.06%Q3 2020Q3 202313
DEUTSCHE BANK AG\ 13130.00%0.01%0.03%Q3 2020Q3 202313
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.00%0.02%Q3 2020Q3 202313
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 13130.00%0.03%0.05%Q3 2020Q3 202313
Clearstead Advisors, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Moors & Cabot, Inc. 12120.00%0.04%0.12%Q4 2020Q3 202313
ALLEN OPERATIONS LLC 13132.28%8.38%33.24%Q3 2020Q3 202313
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
TSFG, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.03%0.06%Q3 2020Q3 202313
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
CENTRAL TRUST Co 12120.00%0.01%0.05%Q4 2020Q3 202312
Sheaff Brock Investment Advisors, LLC 11110.01%0.03%0.07%Q1 2021Q3 202312
Mutual Advisors, LLC 12120.01%0.04%0.08%Q4 2020Q3 202312
Westside Investment Management, Inc. 12120.00%0.03%0.06%Q4 2020Q3 202312
AE Wealth Management LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Zurcher Kantonalbank (Zurich Cantonalbank) 12120.01%0.03%0.05%Q4 2020Q3 202312
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
Financial Advocates Investment Management 12120.01%0.03%0.05%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Renaissance Capital LLC 12121.25%4.29%8.06%Q4 2020Q3 202312
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.08%0.27%0.72%Q4 2020Q3 202312
First Horizon Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
PINNACLE ASSOCIATES LTD 12120.01%0.01%0.02%Q4 2020Q3 202312
RHUMBLINE ADVISERS 12120.00%0.03%0.05%Q4 2020Q3 202312
Cypress Point Wealth Management, LLC 12121.13%30.91%60.21%Q4 2020Q3 202312
Walleye Capital LLC 510.00%0.01%0.02%Q1 2022Q3 202312
Core Wealth Advisors, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
ALLEN HOLDING INC /NY 12122.01%3.77%6.14%Q4 2020Q3 202312
SCHRODER INVESTMENT MANAGEMENT GROUP 12120.00%0.01%0.03%Q4 2020Q3 202312
Van Cleef Asset Management,Inc 12120.03%0.89%1.75%Q4 2020Q3 202312
CREDIT AGRICOLE S A 11110.00%0.02%0.03%Q1 2021Q3 202312
IEQ CAPITAL, LLC 12120.01%0.04%0.13%Q4 2020Q3 202312
Baker Avenue Asset Management, LP 12120.00%0.06%0.16%Q4 2020Q3 202312
Allworth Financial LP 12120.00%0.00%0.00%Q4 2020Q3 202312
Crewe Advisors LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Perennial Investment Advisors, LLC 1010.02%0.08%0.24%Q4 2020Q3 202312
AMERIPRISE FINANCIAL INC 12120.00%0.00%0.01%Q4 2020Q3 202312
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.00%0.00%0.01%Q3 2020Q2 202312
NORTHERN TRUST CORP 12120.00%0.02%0.04%Q4 2020Q3 202312
BERKSHIRE CAPITAL HOLDINGS INC 12120.00%0.17%2.00%Q4 2020Q3 202312
Janney Montgomery Scott LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
HHM Wealth Advisors, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Invesco Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
HM PAYSON & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Winthrop Advisory Group LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
SG Americas Securities, LLC 12120.00%0.02%0.04%Q4 2020Q3 202312
Banque Cantonale Vaudoise 12120.02%0.05%0.08%Q4 2020Q3 202312
Parallel Advisors, LLC 12120.10%0.36%0.62%Q4 2020Q3 202312
SCOTIA CAPITAL INC. 12120.00%0.00%0.01%Q4 2020Q3 202312
United Capital Management of KS, Inc. 12121.25%2.30%3.10%Q4 2020Q3 202312
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.01%0.05%Q4 2020Q4 202312
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.04%0.10%Q4 2020Q3 202312
Advisory Services Network, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Financial Management Professionals, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
STATE STREET CORP 12120.00%0.02%0.04%Q4 2020Q3 202312
BELLEVUE ASSET MANAGEMENT, LLC 12120.10%0.19%0.32%Q4 2020Q3 202312
GEODE CAPITAL MANAGEMENT, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Equitable Holdings, Inc. 12120.00%0.01%0.03%Q4 2020Q3 202312
FinTrust Capital Advisors, LLC 12120.00%0.01%0.07%Q3 2020Q2 202312
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q4 2020Q3 202312
OPPENHEIMER & CO INC 12120.02%0.06%0.15%Q4 2020Q3 202312
FMR LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12120.01%0.02%0.03%Q4 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 12120.00%0.01%0.01%Q4 2020Q3 202312
EXENCIAL WEALTH ADVISORS, LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
HOWARD WEALTH MANAGEMENT, LLC 12120.22%0.40%0.61%Q4 2020Q3 202312
WASHINGTON TRUST Co 12120.00%0.00%0.00%Q4 2020Q3 202312
Compagnie Lombard Odier SCmA 12120.02%0.05%0.08%Q4 2020Q3 202312
Cetera Advisor Networks LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 1020.01%0.06%0.10%Q3 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.03%0.05%Q4 2020Q3 202312
KBC Group NV 12120.00%0.02%0.06%Q4 2020Q3 202312
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 12120.51%1.32%2.33%Q4 2020Q3 202312
Gerber Kawasaki Wealth & Investment Management 910.00%0.02%0.08%Q1 2021Q3 202312
Rathbones Group PLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Joel Isaacson & Co., LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
SIGNATUREFD, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Foster Group, Inc. 12120.03%0.26%0.95%Q4 2020Q3 202312
SFMG, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
Tacita Capital Inc 12120.00%0.00%0.01%Q4 2020Q3 202312
CIBC Private Wealth Group, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sutton Wealth Advisors Inc. 1020.00%0.00%0.01%Q3 2020Q3 202312
Realta Investment Advisors 12120.02%0.07%0.16%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 12120.02%0.14%0.35%Q4 2020Q3 202312
Bank of New York Mellon Corp 12120.00%0.01%0.03%Q4 2020Q3 202312
LCM Capital Management Inc 12120.21%0.44%0.81%Q4 2020Q3 202312
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.01%0.04%0.07%Q4 2020Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.04%0.10%0.24%Q4 2020Q3 202312
MERIDIAN INVESTMENT COUNSEL INC. 12120.18%0.29%0.41%Q4 2020Q3 202312
VICTORY CAPITAL MANAGEMENT INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Mandatum Life Insurance Co Ltd 12120.06%0.16%0.44%Q4 2020Q3 202312
DAVENPORT & Co LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Garde Capital, Inc. 930.01%0.05%0.10%Q3 2020Q3 202312
PNC FINANCIAL SERVICES GROUP, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Sargent Investment Group, LLC 12121.17%1.80%2.53%Q4 2020Q3 202312
Mariner, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.03%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
FIFTH THIRD BANCORP 12120.00%0.00%0.01%Q4 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.06%0.15%0.31%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Roble, Belko & Company, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Centerpoint Advisors, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Allianz Asset Management GmbH 12120.00%0.05%0.21%Q4 2020Q3 202312
Global Retirement Partners, LLC 750.00%0.01%0.02%Q3 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.03%0.06%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.01%0.02%Q4 2020Q3 202312
CapWealth Advisors, LLC 12120.40%0.86%1.17%Q4 2020Q3 202312
Cannell & Co. 12120.01%0.02%0.04%Q4 2020Q3 202312
Blume Capital Management, Inc. 12120.01%0.03%0.07%Q4 2020Q3 202312
Cutter & CO Brokerage, Inc. 12120.04%0.06%0.09%Q4 2020Q3 202312
Orion Capital Management LLC 12120.04%0.13%0.24%Q4 2020Q3 202312
Laidlaw Wealth Management LLC 11110.11%0.22%0.50%Q1 2021Q3 202311
Wealth Architects, LLC 11110.05%0.11%0.23%Q1 2021Q3 202311
CIBC Asset Management Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
HOLLENCREST CAPITAL MANAGEMENT 11110.04%0.09%0.15%Q1 2021Q3 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Centiva Capital, LP 310.00%0.01%0.03%Q3 2020Q2 202311
STEPHENS INC /AR/ 11110.03%0.07%0.13%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 11110.00%0.01%0.03%Q4 2020Q2 202311
MAI Capital Management 11110.01%0.01%0.01%Q1 2021Q3 202311
M&T BANK CORP 1010.00%0.00%0.01%Q4 2020Q3 202311
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11110.12%0.21%0.28%Q1 2021Q3 202311
Bristlecone Advisors, LLC 11110.04%0.23%0.38%Q1 2021Q3 202311
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 920.01%0.03%0.06%Q4 2020Q3 202311
St. Johns Investment Management Company, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
AVANTAX ADVISORY SERVICES, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
Baird Financial Group, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Legal & General Group Plc 11110.00%0.03%0.06%Q1 2021Q3 202311
Advisors Asset Management, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
BALDWIN BROTHERS LLC/MA 11110.00%0.01%0.02%Q4 2020Q2 202311
Truvestments Capital LLC 650.00%0.01%0.02%Q4 2020Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.31%0.97%Q1 2021Q3 202311
Steigerwald, Gordon & Koch Inc. 11110.08%0.23%0.48%Q1 2021Q3 202311
Johnson Financial Group, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
SAGE RHINO CAPITAL LLC 11110.07%0.21%0.43%Q1 2021Q3 202311
Sepio Capital, LP 11110.01%0.02%0.04%Q1 2021Q3 202311
Adero Partners, LLC 11110.02%0.07%0.25%Q1 2021Q3 202311
NewEdge Advisors, LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Snowden Capital Advisors LLC 830.13%0.26%0.38%Q4 2020Q3 202311
North Star Investment Management Corp. 11110.00%0.00%0.01%Q1 2021Q3 202311
Sigma Planning Corp 11110.00%0.02%0.06%Q1 2021Q3 202311
Princeton Global Asset Management LLC 11110.03%0.08%0.20%Q1 2021Q3 202311
Beacon Pointe Advisors, LLC 1010.01%0.03%0.07%Q4 2020Q3 202311
HBC Financial Services, PLLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CARDIFF PARK ADVISORS, LLC 880.00%0.01%0.03%Q4 2021Q3 202311
BARCLAYS PLC 770.00%0.02%0.05%Q1 2022Q3 202311
Moisand Fitzgerald Tamayo, LLC 650.00%0.00%0.00%Q4 2020Q3 202311
Sumitomo Mitsui Trust Holdings, Inc. 11110.02%0.11%0.32%Q1 2021Q3 202311
JACOBS & CO/CA 11110.07%0.11%0.18%Q1 2021Q3 202311
DnB Asset Management AS 11110.01%0.02%0.03%Q2 2021Q4 202311
CONNORS INVESTOR SERVICES INC 11110.89%1.59%2.98%Q1 2021Q3 202311
BENJAMIN EDWARDS INC 11110.02%0.18%0.47%Q1 2021Q3 202311
Integrated Advisors Network LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
Cetera Advisors LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
TOTH FINANCIAL ADVISORY CORP 11110.00%0.00%0.01%Q1 2021Q3 202311
BOURGEON CAPITAL MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Jaffetilchin Investment Partners, LLC 11110.01%0.03%0.09%Q1 2021Q3 202311
Chicago Capital, LLC 11110.01%0.07%0.14%Q1 2021Q3 202311
FIRST NATIONAL TRUST CO 11110.01%0.02%0.03%Q1 2021Q3 202311
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.01%Q1 2021Q3 202311
GROUP ONE TRADING, L.P. 11110.01%0.03%0.08%Q1 2021Q3 202311
TimeScale Financial, Inc. 11110.01%0.01%0.01%Q4 2020Q2 202311
Prestige Wealth Management Group LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Stonebridge Capital Advisors LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Circle Wealth Management, LLC 11110.04%0.19%0.26%Q1 2021Q3 202311
AtonRa Partners 11110.49%1.17%2.00%Q1 2021Q3 202311
MACQUARIE GROUP LTD 1010.00%0.00%0.00%Q3 2020Q3 202311
STATE OF MICHIGAN RETIREMENT SYSTEM 11110.02%0.05%0.08%Q1 2021Q3 202311
Archford Capital Strategies, LLC 11110.05%0.09%0.14%Q1 2021Q3 202311
Key FInancial Inc 11110.08%0.21%0.42%Q1 2021Q3 202311
Hexagon Capital Partners LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Inspire Advisors, LLC 1010.00%0.05%0.09%Q4 2020Q3 202311
Zions Bancorporation, N.A. 11110.00%0.00%0.00%Q1 2021Q3 202311
PARK AVENUE SECURITIES LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
MOSELEY INVESTMENT MANAGEMENT INC 11110.10%0.31%0.62%Q1 2021Q3 202311
Tidal Investments LLC 11110.02%0.04%0.10%Q1 2021Q3 202311
Wealthspire Advisors, LLC 11110.02%0.05%0.11%Q1 2021Q3 202311
NWAM LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
GFS Advisors, LLC 11110.05%0.11%0.26%Q1 2021Q3 202311
OSTERWEIS CAPITAL MANAGEMENT INC 11110.03%0.05%0.08%Q1 2021Q3 202311
Carnegie Capital Asset Management, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Quadrature Capital Ltd 1010.11%0.41%1.18%Q4 2020Q3 202311
Solstein Capital, LLC 11110.00%0.01%0.07%Q1 2021Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.07%0.17%0.34%Q1 2021Q3 202311
Smithfield Trust Co 11110.00%0.00%0.00%Q1 2021Q3 202311
SpiderRock Advisors, LLC 11110.01%0.18%0.55%Q1 2021Q3 202311
Lumina Fund Management LLC 11110.01%0.03%0.06%Q3 2020Q1 202311
Mirae Asset Global Investments Co., Ltd. 11110.00%0.00%0.00%Q1 2021Q3 202311
PINNACLE FINANCIAL PARTNERS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
TUCKER ASSET MANAGEMENT LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Integrated Wealth Concepts LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 11110.03%0.07%0.11%Q1 2021Q3 202311
Harel Insurance Investments & Financial Services Ltd. 920.00%0.01%0.04%Q3 2020Q3 202311
Capital Investment Counsel, Inc 11110.15%0.34%0.62%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 11110.01%0.03%0.05%Q1 2021Q3 202311
Lee Financial Co 11110.00%0.00%0.00%Q1 2021Q3 202311
Allen Investment Management, LLC 11110.03%0.06%0.11%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.01%0.04%0.11%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
Annapolis Financial Services, LLC 11110.00%0.05%0.13%Q1 2021Q3 202311
ARK Investment Management 920.00%0.77%2.15%Q4 2020Q3 202311
BECKER CAPITAL MANAGEMENT INC 11110.01%0.01%0.02%Q1 2021Q3 202311
Hartford Financial Management Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
SG3 Management, LLC 660.00%0.06%0.21%Q3 2020Q4 202111
DekaBank Deutsche Girozentrale 11110.00%0.01%0.01%Q1 2021Q3 202311
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.01%Q3 2020Q4 202210
KLINGENSTEIN FIELDS & CO LP 10100.01%0.36%0.83%Q2 2021Q3 202310
Clear Creek Financial Management, LLC 10100.04%0.11%0.49%Q2 2021Q3 202310
VAN ECK ASSOCIATES CORP 10100.00%0.01%0.02%Q2 2021Q3 202310
Triumph Capital Management 10100.01%0.28%0.48%Q2 2021Q3 202310
Man Group plc 210.00%0.00%0.02%Q4 2020Q3 202310
Capital Analysts, LLC 910.00%0.00%0.00%Q1 2021Q3 202310
TORONTO DOMINION BANK 10100.01%0.01%0.02%Q2 2021Q3 202310
CERTUITY, LLC 730.02%0.06%0.16%Q1 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 990.00%0.00%0.01%Q2 2021Q2 202310
Gulf International Bank (UK) Ltd 10100.03%0.06%0.10%Q2 2021Q3 202310
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 10100.01%0.02%0.04%Q2 2021Q3 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
BDO Wealth Advisors, LLC 10100.00%0.01%0.01%Q3 2020Q4 202210
LOS ANGELES CAPITAL MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Sumitomo Mitsui DS Asset Management Company, Ltd 10100.01%0.03%0.05%Q2 2021Q3 202310
ProShare Advisors LLC 820.00%0.00%0.01%Q1 2021Q3 202310
Global Wealth Management Investment Advisory, Inc. 820.00%0.03%0.08%Q3 2020Q3 202310
Parker Investment Management, LLC 10100.04%0.12%0.26%Q2 2021Q3 202310
Livforsakringsbolaget Skandia, Omsesidigt 10100.00%0.01%0.03%Q2 2021Q3 202310
Global Trust Asset Management, LLC 10100.08%0.15%0.27%Q2 2021Q3 202310
Greenwich Wealth Management LLC 10100.10%0.21%0.35%Q2 2021Q3 202310
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10100.00%0.00%0.02%Q2 2021Q3 202310
Coastal Bridge Advisors, LLC 910.34%1.28%2.22%Q3 2020Q1 202310
NISA INVESTMENT ADVISORS, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
DIMENSIONAL FUND ADVISORS LP 10100.00%0.01%0.01%Q2 2021Q3 202310
AMALGAMATED BANK 10100.01%0.02%0.03%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 10100.00%0.01%0.08%Q1 2021Q2 202310
NEW YORK STATE COMMON RETIREMENT FUND 10100.02%0.03%0.05%Q2 2021Q3 202310
Pacer Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Close Asset Management Ltd 730.00%0.00%0.00%Q1 2021Q3 202310
Vestcor Inc 10100.01%0.01%0.02%Q2 2021Q3 202310
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 10100.01%0.02%0.03%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.02%0.05%0.11%Q2 2010Q3 202310
STATE OF WISCONSIN INVESTMENT BOARD 10100.02%0.03%0.05%Q2 2021Q3 202310
Independent Wealth Network Inc. 990.00%0.19%0.35%Q3 2021Q3 202310
Treasurer of the State of North Carolina 10100.03%0.06%0.09%Q2 2021Q3 202310
IFM Investors Pty Ltd 10100.03%0.05%0.10%Q2 2021Q3 202310
TEACHER RETIREMENT SYSTEM OF TEXAS 10100.01%0.02%0.03%Q2 2021Q3 202310
WESTPAC BANKING CORP 10100.00%0.02%0.05%Q2 2021Q3 202310
GUGGENHEIM CAPITAL LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Swiss National Bank 10100.03%0.05%0.09%Q2 2021Q3 202310
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10100.03%0.06%0.10%Q2 2021Q3 202310
PANAGORA ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Hedeker Wealth, LLC 10101.41%2.43%3.43%Q2 2021Q3 202310
FUKOKU MUTUAL LIFE INSURANCE Co 10100.01%0.02%0.05%Q2 2021Q3 202310
Eagle Bay Advisors LLC 10100.01%0.19%0.74%Q2 2021Q3 202310
SANDERS MORRIS HARRIS LLC 730.08%0.14%0.28%Q1 2021Q3 202310
D.A. DAVIDSON & CO. 810.00%0.01%0.04%Q4 2020Q3 202310
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 10100.02%0.06%0.11%Q2 2021Q3 202310
Verition Fund Management LLC 730.00%0.00%0.01%Q4 2020Q3 202310
abrdn plc 10100.00%0.01%0.01%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10100.01%0.01%0.03%Q2 2021Q3 202310
IFG Advisory, LLC 10100.01%0.02%0.08%Q2 2021Q3 202310
WBH ADVISORY INC 730.04%0.08%0.14%Q1 2021Q3 202310
Russell Investments Group, Ltd. 10100.00%0.00%0.01%Q2 2021Q3 202310
Mitsubishi UFJ Trust & Banking Corp 10100.02%0.03%0.04%Q2 2021Q3 202310
Venture Visionary Partners LLC 10100.01%0.02%0.06%Q2 2021Q3 202310
EDMOND DE ROTHSCHILD HOLDING S.A. 10100.00%0.01%0.02%Q2 2021Q3 202310
CIGNA INVESTMENTS INC /NEW 10100.02%0.03%0.07%Q2 2021Q3 202310
JANUS HENDERSON GROUP PLC 10100.00%0.00%0.01%Q2 2021Q3 202310
FORSTA AP-FONDEN 10100.02%0.07%0.14%Q2 2021Q3 202310
State of New Jersey Common Pension Fund D 10100.02%0.04%0.07%Q2 2021Q3 202310
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 550.07%0.22%0.48%Q1 2021Q1 202210
Vanguard Personalized Indexing Management, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Renaissance Technologies 10100.03%0.45%1.19%Q2 2021Q3 202310
LAZARD ASSET MANAGEMENT LLC 730.00%0.00%0.00%Q1 2021Q3 202310
XPONANCE, INC. 10100.03%0.05%0.09%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
SVB WEALTH LLC 730.01%0.01%0.03%Q1 2021Q3 202310
Amundi 10100.00%0.01%0.02%Q2 2021Q3 202310
APG Asset Management N.V. 10100.00%0.01%0.04%Q2 2021Q3 202310
SHELTON CAPITAL MANAGEMENT 10100.08%0.13%0.17%Q2 2021Q3 202310
HOWARD FINANCIAL SERVICES, LTD. 10100.02%0.05%0.15%Q2 2021Q3 202310
1832 Asset Management L.P. 810.00%0.00%0.00%Q4 2020Q3 202310
BRIGHTON JONES LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BANQUE PICTET & CIE SA 10100.00%0.02%0.04%Q2 2021Q3 202310
TD ASSET MANAGEMENT INC 10100.00%0.01%0.01%Q2 2021Q3 202310
Asset Management One Co., Ltd. 10100.02%0.04%0.06%Q2 2021Q3 202310
Covington Capital Management 990.00%0.01%0.04%Q3 2020Q3 202210
Derbend Asset Management 10100.16%0.58%1.42%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10100.03%0.05%0.09%Q2 2021Q3 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 10100.02%0.09%0.25%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.05%Q1 2021Q3 202310
Defender Capital, LLC. 10100.13%0.95%2.08%Q2 2021Q3 202310
Parkside Financial Bank & Trust 10100.00%0.00%0.00%Q2 2021Q3 202310
Diversified Trust Co 10100.01%0.01%0.02%Q3 2021Q4 202310
ACADIAN ASSET MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
NOMURA ASSET MANAGEMENT CO LTD 10100.01%0.02%0.04%Q2 2021Q3 202310
Moloney Securities Asset Management, LLC 10100.02%0.04%0.06%Q1 2021Q2 202310
Elo Mutual Pension Insurance Co 10100.03%0.05%0.08%Q2 2021Q3 202310
EMFO, LLC 10100.18%0.42%0.74%Q2 2021Q3 202310
Platform Technology Partners 10100.11%0.24%0.40%Q2 2021Q3 202310
Daiwa Securities Group Inc. 10100.00%0.01%0.03%Q2 2021Q3 202310
HUNTINGTON NATIONAL BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
Marathon Trading Investment Management LLC 710.00%0.03%0.09%Q3 2020Q3 202310
HOHIMER WEALTH MANAGEMENT, LLC 10100.03%0.06%0.10%Q1 2021Q2 202310
Mitsubishi UFJ Asset Management Co., Ltd. 10100.01%0.02%0.04%Q2 2021Q3 202310
WEBSTER BANK, N. A. 10100.00%0.00%0.01%Q2 2021Q3 202310
OLD POINT TRUST & FINANCIAL SERVICES N A 10100.51%0.77%1.18%Q2 2021Q3 202310
Gladstone Institutional Advisory LLC 10100.01%0.03%0.06%Q1 2021Q2 202310
Regal Partners Ltd 10101.56%3.73%6.36%Q4 2020Q1 202310
MACKENZIE FINANCIAL CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
MCF Advisors LLC 730.00%0.02%0.04%Q1 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Utah Retirement Systems 10100.01%0.02%0.05%Q2 2021Q3 202310
Arizona State Retirement System 10100.03%0.05%0.08%Q2 2021Q3 202310
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 10100.03%0.06%0.09%Q2 2021Q3 202310
Kovack Advisors, Inc. 550.03%0.05%0.13%Q1 2021Q3 202310
Nuveen Asset Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
NORDEA INVESTMENT MANAGEMENT AB 10100.00%0.01%0.02%Q2 2021Q3 202310
QUADRANT CAPITAL GROUP LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Bouvel Investment Partners, LLC 10100.44%0.88%1.42%Q2 2021Q3 202310
U.S. Capital Wealth Advisors, LLC 990.06%0.15%0.38%Q3 2021Q3 20239
AllSquare Wealth Management LLC 990.00%0.02%0.07%Q3 2021Q3 20239
Avondale Wealth Management 540.04%0.07%0.21%Q1 2021Q3 20239
Column Capital Advisors, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
McGuire Investment Group, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
ExodusPoint Capital Management, LP 410.00%0.02%0.07%Q3 2020Q2 20239
CMT Capital Markets Trading GmbH 990.00%0.02%0.04%Q3 2021Q3 20239
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Evolution Wealth Advisors, LLC 720.00%0.22%0.50%Q4 2020Q3 20239
Penserra Capital Management LLC 540.00%0.01%0.04%Q2 2021Q3 20239
Mizuho Markets Cayman LP 550.03%0.08%0.12%Q4 2021Q4 20229
SlateStone Wealth, LLC 990.05%0.10%0.18%Q3 2021Q3 20239
SouthState Corp 990.00%0.00%0.01%Q3 2021Q3 20239
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 720.00%0.02%0.04%Q1 2021Q3 20239
Avior Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Meiji Yasuda Asset Management Co Ltd. 990.01%0.01%0.03%Q3 2021Q3 20239
Twin Lakes Capital Management, LLC 540.02%0.05%0.07%Q2 2021Q3 20239
SRS Capital Advisors, Inc. 810.00%0.01%0.01%Q4 2020Q1 20239
Integrated Investment Consultants, LLC 550.00%0.02%0.04%Q2 2022Q2 20239
Atlas Principals, LLC 551.19%3.92%9.02%Q2 2021Q2 20229
Fragasso Group Inc. 810.01%0.17%0.42%Q4 2020Q2 20239
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.41%0.84%1.22%Q4 2020Q4 20229
COMMERCE BANK 990.00%0.02%0.10%Q3 2021Q3 20239
FOUNDERS FINANCIAL SECURITIES LLC 630.01%0.03%0.06%Q2 2021Q3 20239
ROYAL LONDON ASSET MANAGEMENT LTD 990.02%0.03%0.06%Q3 2021Q3 20239
PRUDENTIAL PLC 990.00%0.01%0.01%Q3 2021Q3 20239
FIRST TRUST ADVISORS LP 510.00%0.03%0.05%Q4 2020Q3 20239
State of Alaska, Department of Revenue 990.00%0.02%0.07%Q3 2021Q3 20239
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 810.02%0.04%0.08%Q2 2021Q3 20239
Empirical Capital Management, LLC 990.23%1.51%2.53%Q3 2020Q3 20229
EVOKE WEALTH, LLC 810.00%0.00%0.01%Q4 2020Q3 20239
SEVEN EIGHT CAPITAL, LP 990.15%0.57%0.97%Q3 2021Q3 20239
AMERICAN CENTURY COMPANIES INC 990.00%0.03%0.09%Q3 2021Q3 20239
Hudock, Inc. 990.01%0.02%0.04%Q3 2020Q3 20229
EATON VANCE MANAGEMENT 990.02%0.10%0.19%Q3 2020Q3 20229
USS Investment Management Ltd 990.02%0.04%0.06%Q3 2021Q3 20239
Retirement Group, LLC 720.00%0.10%0.44%Q4 2020Q3 20239
Maryland State Retirement & Pension System 540.03%0.05%0.10%Q2 2021Q3 20239
1834 INVESTMENT ADVISORS CO 990.00%0.02%0.04%Q1 2021Q1 20239
AVIVA PLC 990.00%0.03%0.05%Q3 2021Q3 20239
Duquesne Family Office 990.26%1.62%3.08%Q1 2021Q1 20239
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q3 2021Q3 20239
CAAS CAPITAL MANAGEMENT LP 210.00%0.02%0.05%Q1 2021Q3 20229
HBK Sorce Advisory LLC 810.01%0.03%0.05%Q1 2021Q3 20239
BLUESTEIN R H & CO LLC 990.01%0.02%0.03%Q3 2020Q3 20229
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
CTC LLC 410.00%0.01%0.01%Q1 2021Q3 20239
Dai-ichi Life Insurance Company, Ltd 990.00%0.00%0.01%Q3 2021Q3 20239
Miracle Mile Advisors, LLC 710.01%0.02%0.04%Q1 2021Q3 20239
KILEY JUERGENS WEALTH MANAGEMENT, LLC 630.08%0.14%0.23%Q2 2021Q3 20239
HCR Wealth Advisors 990.02%0.03%0.04%Q3 2021Q3 20239
SITTNER & NELSON, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
HOWE & RUSLING INC 990.00%0.00%0.00%Q3 2020Q3 20229
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q4 2020Q3 20239
Regal Investment Advisors LLC 630.01%0.06%0.12%Q2 2021Q3 20239
Fernwood Investment Management, LLC 990.04%0.07%0.13%Q3 2021Q3 20239
Keystone Financial Group 720.05%0.14%0.39%Q2 2021Q3 20239
Skandinaviska Enskilda Banken AB (publ) 990.00%0.01%0.01%Q2 2021Q2 20239
Private Ocean, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Nikko Asset Management Americas, Inc. 720.03%0.84%1.80%Q1 2021Q3 20239
Robeco Institutional Asset Management B.V. 630.00%0.01%0.04%Q2 2021Q3 20239
WADE G W & INC 810.01%0.02%0.04%Q4 2020Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Avitas Wealth Management LLC 990.04%0.10%0.18%Q3 2020Q3 20229
Game Plan Financial Advisors, LLC 990.29%0.48%0.88%Q4 2020Q4 20229
American Portfolios Advisors 990.00%0.08%0.31%Q3 2020Q3 20229
Andra AP-fonden 620.02%0.09%0.37%Q2 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.01%0.01%0.02%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 530.01%0.01%0.03%Q1 2021Q3 20238
KG&L Capital Management,LLC 530.07%0.55%1.38%Q1 2021Q3 20238
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Formidable Asset Management, LLC 880.02%0.04%0.06%Q2 2021Q1 20238
Carmel Capital Partners, LLC 881.76%4.85%9.04%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.03%0.04%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 880.02%0.09%0.23%Q4 2020Q3 20228
Jump Financial, LLC 710.01%0.14%0.35%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CPWM, LLC 880.02%0.07%0.13%Q4 2020Q3 20228
Ensign Peak Advisors, Inc 880.00%0.01%0.02%Q4 2021Q3 20238
GLYNN CAPITAL MANAGEMENT LLC 882.34%4.08%5.67%Q1 2021Q4 20228
Greenline Partners, LLC 880.43%0.73%1.22%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Longitude (Cayman) Ltd. 620.61%1.53%2.59%Q1 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Deuterium Capital Management, LLC 881.91%2.91%4.46%Q4 2021Q3 20238
FIRST BUSINESS FINANCIAL SERVICES, INC. 880.01%0.02%0.02%Q4 2021Q3 20238
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 710.01%0.02%0.03%Q2 2021Q3 20238
Tanager Wealth Management LLP 880.13%0.48%1.14%Q4 2021Q3 20238
Merit Financial Group, LLC 710.02%0.05%0.07%Q3 2021Q3 20238
SP Asset Management 880.01%0.03%0.05%Q4 2020Q3 20228
PRIVATE ASSET MANAGEMENT INC 880.02%0.10%0.18%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.11%Q4 2021Q3 20238
SeaCrest Wealth Management, LLC 710.01%0.04%0.07%Q4 2020Q3 20238
MILLER WEALTH ADVISORS, LLC 880.00%0.03%0.19%Q4 2021Q3 20238
Beaumont Financial Partners, LLC 880.18%0.31%0.42%Q4 2020Q3 20228
Financial Architects, Inc 410.21%0.34%0.46%Q1 2021Q2 20238
Wealthfront Advisers LLC 880.00%0.01%0.03%Q4 2021Q3 20238
City State Bank 880.00%0.04%0.13%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Achmea Investment Management B.V. 710.02%0.03%0.05%Q3 2021Q3 20238
Paladin Advisory Group, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BBR PARTNERS, LLC 880.04%0.31%0.42%Q4 2020Q3 20228
Sandy Cove Advisors, LLC 880.16%0.28%0.48%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 610.00%0.00%0.01%Q2 2021Q3 20238
Ashburton (Jersey) Ltd 880.04%0.06%0.08%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.02%0.05%Q1 2022Q3 20238
Vantage Financial Partners, LLC 880.07%0.13%0.31%Q4 2021Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 710.01%0.02%0.02%Q1 2021Q3 20238
Paloma Partners Management Co 210.00%0.06%0.14%Q2 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Anchor Investment Management, LLC 880.00%0.00%0.00%Q1 2022Q4 20238
EARNEST PARTNERS LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Horan Securities, Inc. 710.00%0.00%0.03%Q2 2021Q2 20238
Ocean Capital Management, LLC 880.07%0.22%0.48%Q1 2021Q4 20228
Byrne Asset Management LLC 880.02%0.04%0.06%Q4 2021Q3 20238
IMC-Chicago, LLC 310.00%0.02%0.06%Q4 2020Q2 20238
CHIRON CAPITAL MANAGEMENT, LLC 710.00%0.16%0.28%Q3 2020Q2 20238
Simplicity Solutions, LLC 410.01%0.02%0.05%Q4 2020Q3 20238
First Pacific Advisors, LP 880.00%0.00%0.00%Q4 2020Q3 20228
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q1 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bay Harbor Wealth Management, LLC 710.00%0.00%0.01%Q4 2020Q3 20238
Private Capital Group, LLC 880.00%0.01%0.02%Q3 2020Q2 20228
NOVARE CAPITAL MANAGEMENT LLC 440.01%0.02%0.04%Q4 2020Q2 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PFG Advisors 880.01%0.02%0.03%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
HARBOR CAPITAL ADVISORS, INC. 880.04%0.07%0.13%Q1 2022Q4 20238
Neuberger Berman Group LLC 410.00%0.01%0.05%Q1 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.02%0.05%0.11%Q4 2021Q3 20238
Darwin Wealth Management, LLC 880.02%0.03%0.04%Q2 2021Q1 20238
Baystate Wealth Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FEDERATED HERMES, INC. 610.00%0.00%0.00%Q3 2020Q3 20238
Endowment Wealth Management, Inc. 881.42%2.41%3.69%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.02%0.06%Q4 2021Q3 20238
Capital Investment Advisory Services, LLC 880.01%0.08%0.17%Q2 2021Q1 20238
Accel Wealth Management 880.02%0.04%0.10%Q2 2021Q1 20238
Riggs Asset Managment Co. Inc. 440.00%0.09%0.38%Q4 2020Q3 20238
PIN OAK INVESTMENT ADVISORS INC 880.13%0.22%0.31%Q4 2021Q3 20238
Castle Rock Wealth Management, LLC 880.05%0.15%0.24%Q4 2020Q3 20228
Straight Path Wealth Management 880.10%0.16%0.26%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CVA Family Office, LLC 710.00%0.00%0.01%Q1 2021Q2 20238
BAILARD, INC. 880.01%0.01%0.02%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.01%0.01%Q4 2021Q3 20238
Resolute Advisors LLC 880.02%0.06%0.11%Q4 2020Q3 20228
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
O'Dell Group, LLC 710.01%0.08%0.17%Q1 2021Q2 20238
Clear Perspectives Financial Planning, LLC 880.00%0.00%0.02%Q2 2021Q1 20238
C M BIDWELL & ASSOCIATES LTD 710.00%0.01%0.08%Q1 2021Q3 20238
UBS OCONNOR LLC 420.01%0.02%0.04%Q1 2021Q3 20238
TBH Global Asset Management, LLC 880.06%0.17%0.31%Q3 2020Q2 20228
SJS Investment Consulting Inc. 520.00%0.00%0.03%Q4 2021Q3 20237
Altus Wealth Management, LLC 770.08%0.12%0.17%Q1 2022Q3 20237
TOWNSQUARE CAPITAL LLC 410.00%0.03%0.05%Q1 2021Q3 20237
Fund Management at Engine No. 1 LLC 770.03%0.05%0.07%Q1 2022Q3 20237
Mizuho Securities Co. Ltd. 770.00%0.00%0.00%Q1 2021Q3 20227
Procyon Advisors, LLC 610.02%0.17%0.36%Q1 2021Q3 20237
Quilter Plc 430.01%0.03%0.08%Q4 2020Q3 20237
Private Capital Management, LLC 420.10%0.20%0.42%Q1 2021Q3 20237
Adalta Capital Management LLC 770.01%0.08%0.14%Q1 2021Q3 20227
BOOTHBAY FUND MANAGEMENT, LLC 430.00%0.01%0.03%Q1 2021Q3 20237
BREWIN DOLPHIN LTD 770.00%0.09%0.22%Q4 2020Q2 20227
Icon Wealth Partners, LLC 520.01%0.02%0.04%Q1 2021Q3 20237
WHITTIER TRUST CO OF NEVADA INC 610.00%0.00%0.00%Q1 2021Q4 20227
Washington Trust Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Avestar Capital, LLC 770.04%0.11%0.22%Q1 2021Q3 20227
Stanley-Laman Group, Ltd. 430.76%1.03%1.42%Q4 2021Q3 20237
HRT FINANCIAL LP 210.00%0.23%1.32%Q3 2020Q3 20237
Three Bridge Wealth Advisors, LLC 770.15%0.20%0.29%Q1 2022Q3 20237
NATIXIS 770.03%0.14%0.21%Q1 2021Q3 20227
Bridgewater Associates 770.01%0.03%0.05%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 610.00%0.02%0.06%Q1 2021Q1 20237
Annex Advisory Services, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 770.00%0.09%0.16%Q4 2020Q2 20227
Bernardo Wealth Planning LLC 770.03%0.06%0.08%Q1 2022Q3 20237
COLONY GROUP LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Pekin Hardy Strauss, Inc. 440.00%0.03%0.06%Q4 2020Q3 20217
Crestwood Capital Management, L.P. 771.39%5.16%6.79%Q3 2020Q1 20227
Burleson & Company, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
SEI INVESTMENTS CO 770.00%0.00%0.01%Q1 2022Q3 20237
Corbenic Partners LLC 770.00%0.01%0.03%Q4 2020Q2 20227
BerganKDV Wealth Management, LLC 520.00%0.00%0.00%Q2 2021Q1 20237
Good Life Advisors, LLC 510.01%0.03%0.05%Q1 2021Q3 20237
GSA CAPITAL PARTNERS LLP 310.02%0.04%0.07%Q1 2021Q2 20237
MASSMUTUAL TRUST CO FSB/ADV 430.00%0.00%0.00%Q4 2021Q4 20237
EXANE DERIVATIVES 770.02%0.05%0.09%Q4 2020Q2 20227
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 430.00%0.00%0.00%Q3 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 770.00%0.01%0.03%Q1 2022Q3 20237
Forum Financial Management, LP 770.04%0.09%0.17%Q1 2022Q3 20237
Prime Capital Investment Advisors, LLC 510.00%0.01%0.02%Q2 2021Q3 20237
PROFFITT & GOODSON INC 770.00%0.00%0.01%Q1 2022Q3 20237
Korea Investment CORP 520.00%0.01%0.02%Q2 2021Q3 20237
REGENTATLANTIC CAPITAL LLC 770.01%0.01%0.02%Q1 2021Q3 20227
Western Wealth Management, LLC 510.02%0.02%0.04%Q2 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
COMERICA BANK 510.00%0.01%0.01%Q2 2021Q3 20237
Freestone Capital Holdings, LLC 520.00%0.01%0.01%Q3 2020Q1 20237
Koss-Olinger Consulting, LLC 520.02%0.05%0.14%Q1 2021Q3 20237
Apella Capital, LLC 430.01%0.01%0.02%Q1 2022Q4 20237
Canvas Wealth Advisors, LLC 770.42%0.78%1.11%Q1 2022Q3 20237
NVWM, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CAZ INVESTMENTS LP 770.04%0.25%0.35%Q1 2022Q3 20237
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
Ellis Investment Partners, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.02%0.04%0.11%Q1 2022Q3 20237
CreativeOne Wealth, LLC 610.00%0.01%0.02%Q4 2020Q2 20237
Tyler-Stone Wealth Management 520.04%0.44%0.91%Q4 2021Q3 20237
AJ WEALTH STRATEGIES, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Clean Yield Group 770.02%0.03%0.04%Q1 2022Q3 20237
Belpointe Asset Management LLC 520.00%0.01%0.02%Q1 2021Q1 20237
Redwood Investment Management, LLC 510.03%0.08%0.22%Q4 2020Q4 20227
Intellectus Partners, LLC 610.05%0.13%0.28%Q4 2020Q3 20237
PRICE MICHAEL F 770.04%0.07%0.12%Q3 2020Q1 20227
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.01%Q4 2021Q2 20237
WHITTIER TRUST CO 770.01%0.01%0.01%Q1 2022Q3 20237
Donoghue Forlines LLC 770.07%0.13%0.21%Q4 2021Q2 20237
EMC Capital Management 610.01%0.03%0.08%Q2 2021Q3 20237
MetLife Investment Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
VERUS CAPITAL PARTNERS, LLC 770.02%0.06%0.10%Q1 2022Q3 20237
FineMark National Bank & Trust 770.02%0.03%0.04%Q1 2021Q3 20227
Providence Capital Advisors, LLC 770.02%0.05%0.09%Q1 2021Q3 20227
Harvest Fund Management Co., Ltd 430.00%0.02%0.05%Q4 2020Q3 20237
Claraphi Advisory Network, LLC 660.10%0.19%0.27%Q1 2021Q2 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
ATLAS CAPITAL ADVISORS LLC 660.00%0.01%0.02%Q1 2021Q2 20226
Winfield Associates, Inc. 660.21%0.35%0.42%Q4 2020Q1 20226
Visionary Wealth Advisors 310.01%0.02%0.02%Q2 2021Q3 20236
Meridian Wealth Management, LLC 310.01%0.02%0.04%Q1 2021Q3 20236
NORGES BANK 660.01%0.03%0.08%Q3 2021Q4 20226
Shay Capital LLC 330.00%0.03%0.06%Q4 2020Q2 20216
CAROLINAS WEALTH CONSULTING LLC 510.00%0.01%0.03%Q1 2021Q4 20226
Burt Wealth Advisors 660.04%0.05%0.07%Q2 2022Q3 20236
ALPS ADVISORS INC 660.01%0.02%0.02%Q2 2022Q3 20236
CenterStar Asset Management, LLC 210.02%0.08%0.22%Q4 2020Q4 20216
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.22%0.42%Q2 2021Q3 20236
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.03%Q2 2021Q3 20226
GLENMEDE TRUST CO NA 510.00%0.01%0.01%Q3 2020Q1 20226
PROFUND ADVISORS LLC 660.00%0.01%0.01%Q3 2021Q4 20226
Sterling Investment Advisors, Ltd. 660.00%0.00%0.01%Q1 2021Q2 20226
THOROUGHBRED FINANCIAL SERVICES, LLC 660.02%0.11%0.20%Q1 2021Q2 20226
NEXT Financial Group, Inc 660.01%0.05%0.07%Q3 2020Q4 20216
Golden State Equity Partners 310.06%0.14%0.24%Q1 2021Q3 20236
Caerus Investment Advisors, LLC 410.05%1.58%2.68%Q4 2021Q1 20236
Eukles Asset Management 660.00%0.00%0.00%Q2 2022Q3 20236
Laffer Tengler Investments, Inc. 510.00%0.00%0.01%Q3 2021Q1 20236
DGS Capital Management, LLC 660.71%0.95%1.19%Q4 2021Q1 20236
Capstone Financial Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
DFPG INVESTMENTS, LLC 420.04%0.34%0.73%Q1 2021Q3 20226
Probity Advisors, Inc. 220.02%0.04%0.05%Q2 2021Q3 20236
Wealthcare Advisory Partners LLC 310.01%0.01%0.02%Q1 2021Q3 20236
Atlas Private Wealth Advisors 420.06%0.10%0.17%Q4 2020Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
MURPHY CAPITAL MANAGEMENT INC 660.03%0.06%0.09%Q1 2021Q2 20226
Capital Advisors, Ltd. LLC 310.00%0.00%0.01%Q4 2021Q3 20236
Rehmann Capital Advisory Group 410.01%0.07%0.13%Q4 2020Q4 20226
Octavia Wealth Advisors, LLC 510.02%0.03%0.05%Q1 2022Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q1 2021Q4 20226
Hyperion Asset Management Ltd 662.29%2.88%3.36%Q2 2022Q3 20236
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
ClariVest Asset Management LLC 420.00%0.00%0.00%Q2 2021Q3 20236
Wealth Alliance 660.04%0.09%0.16%Q4 2020Q1 20226
Quantinno Capital Management LP 330.01%0.02%0.05%Q1 2022Q3 20236
Handelsbanken Fonder AB 660.01%0.02%0.03%Q2 2022Q3 20236
BANK OF NOVA SCOTIA 420.00%0.01%0.05%Q3 2021Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Roger Wittlin Investment Advisory, LLC 330.10%0.37%1.43%Q4 2021Q3 20236
Fortis Capital Management LLC 660.06%0.11%0.15%Q1 2022Q2 20236
BI Asset Management Fondsmaeglerselskab A/S 660.01%0.01%0.02%Q2 2022Q3 20236
Lenox Wealth Advisors, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Concord Wealth Partners 510.00%0.01%0.02%Q2 2021Q4 20226
Douglass Winthrop Advisors, LLC 330.00%0.01%0.01%Q1 2021Q3 20226
R.P. Boggs & Co. 510.00%2.77%4.98%Q2 2020Q4 20216
Prospera Financial Services Inc 420.00%0.01%0.01%Q1 2022Q3 20236
Twin Tree Management, LP 220.00%0.07%0.17%Q4 2021Q3 20236
PrairieView Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Privium Fund Management B.V. 420.09%2.12%3.58%Q4 2021Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q2 2021Q3 20236
Wagner Wealth Management, LLC 420.01%0.04%0.13%Q1 2021Q3 20226
Quent Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TOCQUEVILLE ASSET MANAGEMENT L.P. 660.00%0.00%0.00%Q2 2022Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
FLAGSHIP HARBOR ADVISORS, LLC 660.01%0.01%0.02%Q1 2022Q2 20236
AXA S.A. 660.00%0.00%0.00%Q2 2022Q3 20236
Sargent Bickham Lagudis LLC 510.00%0.00%0.00%Q4 2020Q4 20226
TUDOR INVESTMENT CORP ET AL 210.01%0.03%0.05%Q4 2020Q3 20236
Rockbridge Investment Management, LCC 660.00%0.01%0.01%Q3 2020Q4 20216
CLEAR STREET LLC 210.02%0.11%0.26%Q3 2022Q2 20236
Gemmer Asset Management LLC 660.00%0.00%0.00%Q4 2020Q1 20226
EdgeRock Capital LLC 660.17%0.30%0.52%Q2 2022Q3 20236
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Empowered Funds, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
JNBA Financial Advisors 660.00%0.00%0.00%Q4 2021Q1 20236
Spotlight Asset Group, Inc. 310.08%0.11%0.16%Q4 2020Q3 20236
InterOcean Capital Group, LLC 660.01%0.03%0.05%Q2 2021Q3 20226
Creegan & Nassoura Financial Group, LLC 660.08%0.17%0.25%Q1 2021Q2 20226
Wedmont Private Capital 420.02%0.10%0.28%Q4 2021Q3 20236
Neo Ivy Capital Management 220.05%0.49%0.91%Q4 2021Q3 20236
ZEKE CAPITAL ADVISORS, LLC 660.00%0.01%0.02%Q3 2021Q4 20226
National Pension Service 420.04%0.06%0.06%Q4 2021Q3 20236
Riverview Trust Co 420.01%0.02%0.03%Q1 2022Q3 20236
FORMULA GROWTH LTD 660.11%0.18%0.46%Q3 2020Q4 20216
VESTOR CAPITAL, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
AQR Capital Management 310.00%0.00%0.01%Q2 2021Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
ROTHSCHILD INVESTMENT LLC /IL 660.03%0.06%0.08%Q1 2021Q2 20226
SEEYOND 660.02%0.03%0.06%Q3 2021Q4 20226
Magnus Financial Group LLC 660.03%0.05%0.07%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Cerity Partners LLC 420.00%0.04%0.11%Q1 2021Q3 20236
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2022Q3 20235
Joseph P. Lucia & Associates, LLC 320.00%0.00%0.01%Q1 2021Q2 20225
LEVEL FOUR ADVISORY SERVICES, LLC 320.01%0.02%0.03%Q1 2021Q3 20235
Jacobi Capital Management LLC 550.01%0.01%0.01%Q3 2020Q3 20215
ALLSTATE CORP 550.02%0.03%0.05%Q4 2021Q4 20225
O'Shares Investment Advisers, LLC 550.24%0.40%0.54%Q1 2021Q1 20225
KING LUTHER CAPITAL MANAGEMENT CORP 550.00%0.00%0.00%Q3 2022Q3 20235
COMERICA SECURITIES,INC. 550.01%0.01%0.02%Q3 2022Q3 20235
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 550.39%0.58%0.73%Q3 2022Q3 20235
Bayesian Capital Management, LP 210.10%0.32%0.79%Q1 2021Q3 20235
Quinn Opportunity Partners LLC 550.06%0.07%0.07%Q1 2022Q1 20235
Koshinski Asset Management, Inc. 550.00%0.03%0.07%Q1 2021Q1 20225
D'Orazio & Associates, Inc. 550.01%0.02%0.03%Q3 2020Q3 20215
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q1 2021Q3 20235
Csenge Advisory Group 320.01%0.02%0.03%Q2 2021Q3 20235
Fairbanks Capital Management, Inc. 550.13%0.21%0.31%Q3 2022Q3 20235
Garden State Investment Advisory Services LLC 440.00%0.12%0.25%Q4 2022Q3 20235
Cooper Financial Group 550.05%0.07%0.10%Q3 2022Q3 20235
Almanack Investment Partners, LLC. 410.02%0.03%0.06%Q3 2021Q4 20225
ThornTree Capital Partners LP 211.20%3.58%6.58%Q3 2020Q2 20225
HighPoint Advisor Group LLC 410.03%0.10%0.13%Q4 2020Q2 20225
WMS Partners, LLC 550.05%0.08%0.13%Q3 2021Q3 20225
Clear Harbor Asset Management, LLC 440.00%0.01%0.02%Q4 2022Q3 20235
WAYCROSS PARTNERS, LLC 550.17%0.27%0.48%Q3 2021Q3 20225
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
SHELL ASSET MANAGEMENT CO 410.00%0.00%0.01%Q2 2021Q3 20225
Edge Capital Group, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Concorde Asset Management, LLC 320.15%0.20%0.28%Q1 2021Q3 20235
OSSIAM 550.00%0.01%0.01%Q3 2022Q3 20235
TITLEIST CAPITAL, LLC 550.04%0.14%0.30%Q4 2021Q4 20225
Mayflower Financial Advisors, LLC 550.03%0.05%0.06%Q1 2021Q1 20225
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
White Knight Strategic Wealth Advisors, LLC 550.11%0.14%0.16%Q1 2022Q1 20235
Virtu Financial LLC 210.02%0.22%0.31%Q4 2020Q4 20225
Lake Point Wealth Management 550.00%0.00%0.00%Q2 2021Q2 20225
Jefferies Group LLC 310.00%0.01%0.05%Q3 2020Q3 20215
Kistler-Tiffany Companies, LLC 320.00%0.00%0.01%Q2 2021Q2 20235
Vident Investment Advisory, LLC 410.00%0.02%0.04%Q1 2022Q2 20235
Frank, Rimerman Advisors LLC 320.03%0.07%0.09%Q1 2021Q2 20235
XTX Topco Ltd 210.07%0.11%0.17%Q2 2021Q1 20235
ENZI WEALTH 550.10%0.18%0.28%Q3 2022Q3 20235
MARSHALL WACE, LLP 210.00%0.06%0.15%Q4 2020Q3 20235
WOLFF WIESE MAGANA LLC 320.00%0.00%0.01%Q4 2020Q1 20225
Trexquant Investment LP 210.02%0.26%0.76%Q2 2021Q3 20235
MGO ONE SEVEN LLC 320.01%0.02%0.03%Q2 2021Q3 20235
Gotham Asset Management, LLC 310.01%0.03%0.09%Q4 2020Q3 20235
CAPITAL ADVISORS INC/OK 550.00%0.00%0.01%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 410.02%0.04%0.07%Q4 2020Q3 20235
EMG Holdings, L.P. 220.01%0.07%0.12%Q4 2021Q1 20225
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
ATWOOD & PALMER INC 550.67%1.18%1.70%Q3 2022Q3 20235
Allred Capital Management, LLC 550.27%0.36%0.42%Q4 2020Q4 20215
Teamwork Financial Advisors, LLC 550.08%0.17%0.29%Q4 2020Q4 20215
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Bellecapital International Ltd. 210.03%0.05%0.08%Q2 2021Q1 20235
Chemistry Wealth Management LLC 320.05%0.07%0.09%Q2 2022Q3 20235
Hilltop Holdings Inc. 320.03%0.06%0.08%Q2 2021Q3 20235
Versant Capital Management, Inc 410.00%0.00%0.01%Q2 2022Q4 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Symmetry Partners, LLC 550.01%0.01%0.01%Q4 2022Q4 20235
TWO SIGMA ADVISERS, LP 550.01%0.20%0.70%Q3 2022Q3 20235
FNY Investment Advisers, LLC 210.00%0.12%0.32%Q1 2021Q1 20235
Congress Park Capital LLC 320.12%0.15%0.18%Q2 2021Q3 20235
Biltmore Capital Advisors LLC 550.16%0.24%0.30%Q4 2020Q4 20215
ACG Wealth 410.01%0.03%0.04%Q1 2021Q2 20225
Yarbrough Capital, LLC 410.00%0.08%0.13%Q4 2021Q3 20235
AlphaStar Capital Management, LLC 320.00%0.02%0.06%Q2 2022Q3 20235
BURNS J W & CO INC/NY 550.06%0.10%0.14%Q4 2020Q4 20215
Sand Hill Global Advisors, LLC 320.00%0.01%0.02%Q1 2021Q4 20225
EP Wealth Advisors, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Corient Capital Partners, LLC 320.01%0.02%0.02%Q2 2021Q3 20225
Canton Hathaway, LLC 320.00%0.25%0.64%Q1 2021Q3 20235
Blue Trust, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Sunflower Bank, N.A. 550.03%0.05%0.07%Q1 2021Q1 20225
Pantheon Investment Group, LLC 551.23%1.60%1.87%Q4 2020Q4 20215
Advisor Resource Council 550.01%0.06%0.13%Q2 2021Q2 20225
Qube Research & Technologies Ltd 210.02%0.05%0.11%Q4 2020Q1 20235
BNP Paribas Asset Management Holding S.A. 550.00%0.00%0.00%Q3 2022Q3 20235
GMT CAPITAL CORP 320.08%0.34%0.61%Q2 2022Q3 20235
Ranch Capital Advisors Inc. 550.00%0.01%0.04%Q3 2020Q3 20215
JSF Financial, LLC 320.05%0.12%0.19%Q1 2021Q2 20225
Edgewood Management 550.00%0.00%0.01%Q3 2022Q3 20235
Capital Markets Trading UK LLP 210.00%0.02%0.06%Q4 2020Q3 20235
Greylin Investment Management, Inc 550.14%0.37%0.81%Q4 2020Q4 20215
StoneX Group Inc. 320.02%0.03%0.04%Q2 2021Q3 20235
McCarthy Asset Management, Inc. 550.00%0.04%0.09%Q1 2021Q1 20225
Mirador Capital Partners LP 550.04%0.15%0.29%Q1 2021Q1 20225
Prosperity Wealth Management, Inc. 440.00%0.14%0.23%Q4 2022Q3 20235
Ten Capital Wealth Advisors, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Stonehage Fleming Financial Services Holdings Ltd 410.00%0.00%0.00%Q2 2022Q3 20235
TOMPKINS FINANCIAL CORP 550.00%0.00%0.00%Q1 2022Q1 20235
Centric Wealth Management 220.00%0.36%1.50%Q4 2020Q1 20215
Archon Partners LLC 550.39%1.14%1.63%Q4 2020Q4 20215
Sozo Ventures GP I, L.P. 44100.00%100.00%100.00%Q4 2021Q3 20224
BigSur Wealth Management LLC 440.09%0.32%0.45%Q1 2021Q4 20214
Halpern Financial, Inc. 210.00%0.00%0.01%Q4 2021Q3 20234
FRED ALGER MANAGEMENT, LLC 210.00%0.01%0.02%Q3 2020Q2 20234
Ethic Inc. 310.01%0.01%0.02%Q3 2022Q3 20234
Saba Capital Management, L.P. 440.03%0.05%0.10%Q2 2022Q1 20234
AIGEN INVESTMENT MANAGEMENT, LP 310.05%0.17%0.43%Q4 2021Q1 20234
WESPAC Advisors, LLC 440.31%0.39%0.50%Q4 2020Q3 20214
IBM Retirement Fund 440.05%0.07%0.10%Q2 2021Q1 20224
Ellevest, Inc. 310.00%0.00%0.00%Q3 2021Q3 20224
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.01%0.01%Q2 2021Q3 20234
Clearwater Capital Advisors, LLC 310.02%0.02%0.03%Q1 2022Q3 20234
Oak Thistle LLC 310.13%0.23%0.31%Q1 2022Q2 20234
Seed Wealth Management, Inc. 440.15%0.25%0.34%Q4 2022Q3 20234
MAPLELANE CAPITAL, LLC 330.10%1.51%4.31%Q3 2020Q1 20214
USCA RIA LLC 440.01%0.21%0.42%Q3 2020Q2 20214
Summit X, LLC 210.03%0.11%0.33%Q4 2020Q1 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BANK HAPOALIM BM 440.03%0.04%0.04%Q4 2020Q3 20214
Householder Group Estate & Retirement Specialist, LLC 310.02%0.05%0.10%Q3 2022Q3 20234
Sowell Financial Services LLC 210.00%0.02%0.05%Q1 2021Q3 20234
Knuff & Co LLC 310.00%0.00%0.01%Q2 2021Q4 20224
TWINBEECH CAPITAL LP 220.07%0.12%0.16%Q4 2021Q2 20234
Champlain Investment Partners, LLC 440.36%0.44%0.49%Q2 2022Q1 20234
Beirne Wealth Consulting Services, LLC 440.15%0.16%0.17%Q4 2020Q3 20214
Kapstone Financial Advisors LLC 440.10%0.16%0.24%Q4 2022Q3 20234
CHERRYDALE WEALTH MANAGEMENT, LLC 440.11%0.14%0.19%Q4 2021Q3 20224
EMERALD ADVISERS, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Total Clarity Wealth Management, Inc. 210.02%0.04%0.06%Q1 2021Q2 20224
Krilogy Financial LLC 440.01%0.01%0.02%Q2 2022Q1 20234
Capital Investment Advisors, LLC 440.00%0.01%0.01%Q1 2023Q4 20234
Pinnacle Bancorp, Inc. 440.02%0.02%0.03%Q1 2021Q4 20214
PUBLIC SECTOR PENSION INVESTMENT BOARD 310.00%0.09%0.34%Q3 2020Q2 20234
Redwood Wealth Management Group, LLC 440.23%0.40%0.55%Q4 2022Q3 20234
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DUALITY ADVISERS, LP 440.05%0.26%0.41%Q4 2022Q3 20234
Activest Wealth Management 210.00%0.02%0.05%Q2 2021Q3 20234
FOX RUN MANAGEMENT, L.L.C. 220.07%0.11%0.20%Q4 2021Q1 20234
DEEPWATER ASSET MANAGEMENT, LLC 440.13%0.23%0.30%Q4 2022Q3 20234
GenTrust, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
PITTENGER & ANDERSON INC 310.00%0.00%0.00%Q1 2021Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
BUCKINGHAM STRATEGIC WEALTH, LLC 210.01%0.01%0.01%Q2 2021Q3 20234
Winch Advisory Services, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Bleakley Financial Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.06%0.09%0.10%Q1 2021Q3 20234
Hunting Hill Global Capital, LLC 220.02%0.05%0.09%Q4 2020Q1 20214
Engineers Gate Manager LP 220.04%0.05%0.06%Q4 2021Q2 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Carroll Financial Associates, Inc. 440.00%0.00%0.01%Q1 2021Q4 20214
West Oak Capital, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Allie Family Office LLC 440.52%0.72%1.05%Q2 2022Q1 20234
Candriam S.C.A. 220.00%0.01%0.01%Q2 2022Q3 20234
apricus wealth, LLC 440.57%1.08%1.50%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.13%0.44%Q2 2023Q3 20234
TOKIO MARINE ASSET MANAGEMENT CO LTD 440.16%0.31%0.39%Q1 2021Q4 20214
Westwind Capital 310.02%3.29%5.15%Q1 2022Q4 20234
Vigilare Wealth Management 440.14%0.23%0.31%Q1 2021Q4 20214
Strong Tower Advisory Services 440.09%0.17%0.23%Q4 2022Q3 20234
Lane Generational LLC 444.62%5.24%6.41%Q4 2022Q3 20234
Alta Wealth Advisors LLC 440.19%0.28%0.32%Q1 2021Q4 20214
Redpoint Investment Management Pty Ltd 310.03%0.05%0.06%Q3 2021Q3 20224
VitalStone Financial, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Beech Hill Advisors, Inc. 440.40%0.56%0.63%Q2 2021Q1 20224
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Cypress Capital Management LLC (WY) 440.00%1.02%2.05%Q1 2021Q4 20214
FIRST COMMUNITY TRUST NA 440.00%0.00%0.00%Q4 2022Q3 20234
Alpine Global Management, LLC 210.04%0.08%0.15%Q1 2021Q4 20224
Fiduciary Alliance LLC 440.10%0.16%0.22%Q4 2022Q3 20234
QCM Cayman, Ltd. 310.97%1.18%1.70%Q1 2022Q2 20234
Ilmarinen Mutual Pension Insurance Co 440.05%0.07%0.09%Q1 2022Q4 20224
Investors Financial Group, LLC 440.09%0.13%0.17%Q1 2021Q4 20214
Andar Capital Management HK Ltd 447.86%9.19%10.57%Q4 2020Q3 20214
Sonora Investment Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Bedel Financial Consulting, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
UNIQUE WEALTH, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.01%0.03%Q4 2021Q1 20234
Sculptor Capital LP 220.01%0.04%0.09%Q4 2020Q1 20214
UNITED MARITIME CAPITAL LLC 440.03%0.19%0.26%Q4 2020Q3 20214
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q2 2022Q3 20234
BIRINYI ASSOCIATES INC 440.09%0.17%0.24%Q4 2020Q3 20214
CSS LLC/IL 210.00%0.04%0.10%Q1 2022Q3 20234
Tredje AP-fonden 310.02%0.05%0.07%Q4 2021Q3 20234
Crossvault Capital Management LLC 440.05%0.06%0.08%Q2 2021Q1 20224
PayPay Securities Corp 440.08%0.20%0.46%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 210.00%0.01%0.02%Q1 2021Q2 20234
Graham Capital Management, L.P. 210.08%0.10%0.12%Q1 2021Q2 20234
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 440.04%0.05%0.05%Q2 2021Q1 20224
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
John W. Brooker & Co., CPAs 440.00%0.00%0.00%Q4 2021Q3 20224
Rovida Advisors Inc. 443.74%4.65%5.23%Q1 2021Q4 20214
ISLAY CAPITAL MANAGEMENT, LLC 310.00%0.49%0.77%Q4 2020Q3 20234
America First Investment Advisors, LLC 443.21%6.13%8.46%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.00%0.01%0.02%Q2 2022Q3 20234
683 Capital Management, LLC 220.06%0.08%0.12%Q4 2020Q1 20214
Quantbot Technologies LP 210.02%0.14%0.45%Q4 2020Q3 20224
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.01%0.06%0.15%Q2 2021Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Leucadia National 110.00%0.01%0.02%Q4 2022Q2 20234
Holistic Financial Partners 440.12%0.16%0.18%Q1 2021Q4 20214
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Manchester Capital Management LLC 310.00%0.01%0.01%Q3 2021Q3 20234
Disruptive Technology Advisers LLC 443.38%30.35%100.00%Q4 2020Q3 20214
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q3 2020Q2 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 440.03%0.04%0.05%Q1 2022Q4 20224
SYMMETRY PEAK MANAGEMENT LLC 220.05%0.09%0.18%Q1 2023Q2 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
BARNES PETTEY FINANCIAL ADVISORS, LLC 441.52%2.52%3.40%Q4 2022Q3 20234
Burns Matteson Capital Management, LLC 440.00%0.01%0.06%Q2 2022Q1 20234
Karani Asset Management LLC 441.05%2.99%4.21%Q3 2022Q2 20234
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 440.13%5.17%13.28%Q3 2020Q2 20214
GSB Wealth Management, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.02%0.03%Q4 2022Q3 20234
FDx Advisors, Inc. 310.01%0.01%0.02%Q2 2021Q3 20234
Capula Management Ltd 110.01%0.06%0.17%Q1 2021Q3 20234
MONECO Advisors, LLC 440.02%0.03%0.04%Q2 2022Q1 20234
Y-Intercept (Hong Kong) Ltd 210.04%0.12%0.23%Q4 2020Q1 20234
PERSONAL CFO SOLUTIONS, LLC 310.05%0.07%0.10%Q4 2020Q1 20224
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Magnetar Financial LLC 210.01%0.01%0.01%Q3 2020Q4 20214
HORIZON BANCORP INC /IN/ 440.00%0.00%0.00%Q4 2022Q3 20234
CALTON & ASSOCIATES, INC. 440.06%0.07%0.07%Q1 2021Q4 20214
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.03%0.06%Q3 2021Q1 20234
PLUSTICK MANAGEMENT LLC 220.43%2.12%3.46%Q4 2021Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Kessler Investment Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
BRR OpCo, LLC 310.01%0.03%0.04%Q1 2021Q2 20224
1623 Capital LLC 330.02%0.10%0.14%Q1 2021Q3 20213
Alyeska Investment Group, L.P. 210.14%0.23%0.28%Q3 2020Q3 20233
WFA of San Diego, LLC 210.00%0.00%0.00%Q2 2022Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Morse Asset Management, Inc 210.11%0.20%0.29%Q4 2020Q3 20213
STANSBERRY ASSET MANAGEMENT, LLC 330.13%0.16%0.20%Q3 2021Q1 20223
OCCUDO QUANTITATIVE STRATEGIES LP 210.17%0.24%0.28%Q4 2022Q3 20233
AXS Investments LLC 110.17%0.54%0.77%Q2 2021Q3 20233
Psagot Value Holdings Ltd. / (Israel) 330.01%0.02%0.02%Q1 2023Q3 20233
PALO ALTO WEALTH ADVISORS, LLC 330.67%1.86%2.92%Q4 2022Q2 20233
Bison Wealth, LLC 210.10%0.16%0.20%Q1 2021Q3 20233
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.05%0.05%0.05%Q1 2021Q3 20213
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
Phoenix Wealth Advisors 330.37%0.45%0.56%Q2 2021Q4 20213
Berman Capital Advisors, LLC 330.02%0.08%0.13%Q1 2021Q3 20213
Holocene Advisors, LP 210.01%0.06%0.16%Q4 2020Q4 20223
Leeward Financial Partners, LLC 330.05%0.08%0.09%Q1 2023Q3 20233
Trybe Capital Management LP 336.36%6.81%7.61%Q1 2021Q3 20213
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Tevis Investment Management 330.01%0.01%0.02%Q1 2022Q3 20223
Maxi Investments CY Ltd 330.13%0.25%0.40%Q1 2023Q3 20233
Vanguard Capital Wealth Advisors 330.23%0.31%0.35%Q4 2020Q2 20213
OSTRUM ASSET MANAGEMENT 330.02%0.04%0.06%Q1 2023Q3 20233
Fieldpoint Private Securities, LLC 330.00%0.06%0.17%Q3 2021Q1 20223
State of Wyoming 210.02%0.03%0.04%Q4 2021Q3 20233
Sterling Financial Planning, Inc. 330.02%0.02%0.02%Q1 2021Q3 20213
Asset Dedication, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Heritage Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Colonial Trust Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
GYL FINANCIAL SYNERGIES, LLC 330.27%0.30%0.32%Q1 2023Q3 20233
Hoover Financial Advisors, Inc. 330.00%0.05%0.08%Q4 2020Q2 20213
Point72 Hong Kong Ltd 210.01%0.11%0.20%Q3 2020Q1 20223
Crawford Lake Capital Management, LLC 111.56%2.29%3.75%Q3 2021Q3 20213
Mission Creek Capital Partners, Inc. 212.91%6.12%11.82%Q3 2020Q2 20213
Banco Santander, S.A. 210.01%0.01%0.02%Q4 2021Q4 20223
Concentric Capital Strategies, LP 110.03%0.35%0.90%Q1 2022Q1 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
Savior LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Olympiad Research LP 330.20%0.35%0.64%Q1 2023Q3 20233
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
CALIBER WEALTH MANAGEMENT, LLC 330.69%0.79%0.84%Q1 2021Q3 20213
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q1 2021Q3 20213
Ameliora Wealth Management Ltd. 330.00%0.00%0.00%Q3 2022Q1 20233
ASHFORD CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2021Q3 20213
Hudson Bay Capital Management LP 110.07%0.10%0.16%Q4 2020Q1 20233
AlphaQ Advisors LLC 330.18%0.27%0.34%Q1 2023Q3 20233
Evercore Wealth Management, LLC 210.01%0.01%0.01%Q3 2021Q3 20233
Bridgefront Capital, LLC 330.09%0.18%0.28%Q3 2022Q1 20233
BNP PARIBAS FINANCIAL MARKETS 110.00%0.01%0.02%Q3 2022Q3 20223
Castellan Group 331.29%2.06%2.59%Q1 2021Q3 20213
Teza Capital Management LLC 330.02%0.06%0.08%Q1 2023Q3 20233
GAGNON SECURITIES LLC 330.05%0.09%0.12%Q3 2020Q1 20213
AMP Capital Investors Ltd 330.00%0.02%0.04%Q1 2021Q3 20213
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Sciencast Management LP 210.14%0.18%0.21%Q2 2021Q3 20233
DRW Securities, LLC 110.01%0.03%0.05%Q2 2021Q2 20213
RMR Wealth Builders 210.02%0.05%0.11%Q4 2020Q1 20223
Axel Capital Management, LLC 210.81%2.07%4.52%Q4 2020Q3 20213
Enlightenment Research, LLC 212.24%2.56%3.14%Q4 2020Q3 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Pacifica Partners Inc. 210.00%0.01%0.01%Q4 2020Q4 20233
Beverly Hills Private Wealth, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
GM Advisory Group, LLC 330.02%0.02%0.03%Q1 2021Q3 20213
PARSONS CAPITAL MANAGEMENT INC/RI 330.04%0.04%0.04%Q1 2021Q3 20213
Oxinas Partners Wealth Management LLC 330.11%0.16%0.22%Q2 2021Q4 20213
Islet Management, LP 210.26%0.78%1.34%Q4 2020Q3 20213
D L CARLSON INVESTMENT GROUP INC 330.84%1.43%2.09%Q1 2021Q3 20213
Rosenberg Matthew Hamilton 330.00%0.00%0.00%Q3 2022Q1 20233
Malaga Cove Capital, LLC 330.11%0.25%0.34%Q3 2021Q1 20223
CANTOR FITZGERALD, L. P. 330.00%0.00%0.00%Q3 2022Q1 20233
Main Street Research LLC 330.04%0.05%0.06%Q2 2022Q4 20223
Estabrook Capital Management 330.00%0.00%0.00%Q4 2021Q2 20223
Aquatic Capital Management LLC 210.03%0.13%0.20%Q4 2022Q3 20233
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Joule Financial, LLC 330.12%0.15%0.20%Q1 2023Q3 20233
METROPOLITAN LIFE INSURANCE CO/NY 330.03%0.04%0.04%Q2 2021Q4 20213
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Round Rock Advisors, LLC 210.03%0.05%0.06%Q1 2022Q4 20223
Meristem Family Wealth, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
Versor Investments LP 330.01%0.02%0.04%Q1 2022Q3 20223
Elmwood Wealth Management, Inc. 210.00%0.00%0.01%Q1 2021Q4 20213
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LaFleur & Godfrey LLC 330.85%1.37%1.69%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.01%0.06%0.11%Q4 2020Q2 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.05%0.05%0.06%Q1 2021Q3 20213
PFG Investments, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
NinePointTwo Capital LLC 330.09%0.10%0.10%Q1 2023Q3 20233
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
South Street Advisors LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Pflug Koory, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Azimuth Capital Investment Management LLC 210.01%0.01%0.01%Q2 2022Q3 20233
Avidian Wealth Solutions, LLC 330.02%0.05%0.07%Q1 2021Q3 20213
Western Pacific Wealth Management, LP 330.01%0.19%0.50%Q1 2023Q3 20233
NWK Group, Inc. 210.01%0.60%1.76%Q4 2020Q3 20213
LITTLE HOUSE CAPITAL LLC 210.19%0.21%0.23%Q4 2020Q3 20213
INSIGNEO ADVISORY SERVICES, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 210.00%0.00%0.01%Q3 2021Q3 20233
Everhart Financial Group, Inc. 210.06%0.07%0.08%Q3 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.03%0.05%Q4 2021Q3 20233
INVESTMENT HOUSE LLC 330.02%0.02%0.02%Q1 2021Q3 20213
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 330.00%0.00%0.01%Q4 2021Q2 20223
Regent Peak Wealth Advisors LLC 330.12%0.15%0.16%Q2 2022Q4 20223
Crossmark Global Holdings, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 210.12%5.90%14.00%Q1 2021Q3 20233
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2021Q4 20233
Starfox Financial Services, LLC 330.15%0.25%0.34%Q1 2023Q3 20233
Meeder Advisory Services, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
LEAVELL INVESTMENT MANAGEMENT, INC. 210.01%0.03%0.04%Q4 2021Q3 20233
DCM Advisors, LLC 330.15%0.18%0.23%Q1 2021Q3 20213
TITLEIST ASSET MANAGEMENT, LLC 330.26%0.37%0.47%Q1 2023Q3 20233
BRAVE ASSET MANAGEMENT INC 110.02%0.03%0.04%Q4 2022Q3 20233
Quarry LP 330.00%0.01%0.02%Q1 2023Q3 20233
Onyx Bridge Wealth Group LLC 210.08%0.10%0.13%Q1 2021Q3 20233
THOMAS STORY & SON LLC 330.18%0.23%0.26%Q2 2021Q4 20213
Alberta Investment Management Corp 330.00%0.01%0.01%Q1 2023Q3 20233
Simplify Asset Management Inc. 210.02%0.04%0.06%Q3 2021Q1 20233
Metis Global Partners, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.10%0.12%0.14%Q1 2023Q3 20233
BLUE SQUARE ASSET MANAGEMENT, LLC 330.40%0.77%0.98%Q1 2021Q3 20213
Aptus Capital Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Graypoint LLC 210.01%0.03%0.06%Q1 2021Q4 20223
Meiji Yasuda Life Insurance Co 220.00%0.00%0.00%Q3 2022Q4 20222
Strategic Advisors LLC 220.32%0.33%0.33%Q3 2021Q4 20212
Pictet North America Advisors SA 220.02%0.02%0.02%Q2 2021Q3 20212
INVERNESS COUNSEL LLC /NY/ 220.01%0.02%0.04%Q4 2021Q1 20222
Insight Advisors, LLC/ PA 220.09%0.11%0.13%Q4 2020Q1 20212
Zweig-DiMenna Associates LLC 110.05%0.27%0.49%Q3 2020Q3 20212
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
BECK CAPITAL MANAGEMENT, LLC 110.06%0.23%0.40%Q2 2021Q1 20222
KINGS POINT CAPITAL MANAGEMENT 220.01%0.01%0.01%Q1 2021Q2 20212
Elite Wealth Management, Inc. 220.11%0.13%0.14%Q2 2023Q3 20232
Belmont Capital, LLC 220.52%0.52%0.52%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tatro Capital, LLC 110.13%0.23%0.32%Q2 2021Q4 20212
PHILADELPHIA TRUST CO 220.21%0.24%0.26%Q3 2021Q4 20212
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q3 2023Q3 20232
JUPITER ASSET MANAGEMENT LTD 110.03%0.04%0.06%Q4 2020Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
GILDER GAGNON HOWE & CO LLC 110.00%0.00%0.00%Q3 2020Q2 20232
Armstrong, Fleming & Moore, Inc 220.49%0.51%0.54%Q2 2023Q3 20232
LBMC INVESTMENT ADVISORS, LLC 220.02%0.03%0.03%Q4 2021Q1 20222
Kathmere Capital Management, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Axiom Investment Management LLC 110.02%0.10%0.19%Q4 2020Q3 20222
WADDELL & REED FINANCIAL INC 220.05%0.08%0.12%Q3 2020Q4 20202
InTrack Investment Management Inc 220.16%0.42%0.69%Q3 2023Q4 20232
Private Wealth Partners, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Central Asset Investments & Management Holdings (HK) Ltd 220.14%0.23%0.31%Q2 2023Q3 20232
Honeycomb Asset Management LP 220.14%0.25%0.37%Q3 2020Q4 20202
OPSEU Pension Plan Trust Fund 220.06%0.06%0.06%Q2 2022Q3 20222
Private Wealth Strategies, L.L.C. 110.01%0.01%0.01%Q3 2021Q3 20212
Assenagon Asset Management S.A. 110.00%0.00%0.00%Q3 2021Q3 20232
Slow Capital, Inc. 220.06%0.07%0.08%Q1 2021Q2 20212
STRATEGY ASSET MANAGERS LLC 220.06%0.06%0.06%Q2 2021Q3 20212
McGlone Suttner Wealth Management, Inc. 220.02%0.02%0.02%Q4 2022Q1 20232
Independence Bank of Kentucky 220.02%0.03%0.04%Q2 2023Q3 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Ameritas Investment Company, LLC 220.01%0.01%0.02%Q1 2021Q2 20212
BOURNE LENT ASSET MANAGEMENT INC 220.05%0.06%0.07%Q2 2023Q3 20232
MONETTA FINANCIAL SERVICES INC 220.64%0.83%1.02%Q1 2021Q2 20212
All Season Financial Advisors, Inc. 110.15%0.19%0.22%Q3 2021Q2 20232
FRONTIER CAPITAL MANAGEMENT CO LLC 220.24%0.31%0.38%Q2 2023Q3 20232
NEA Management Company, LLC 220.03%0.03%0.04%Q3 2020Q4 20202
Nemes Rush Group LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Yong Rong (HK) Asset Management Ltd 2225.44%39.87%54.29%Q2 2023Q3 20232
MQS Management LLC 220.05%0.06%0.07%Q3 2022Q4 20222
Soros Fund Management 224.29%6.25%8.21%Q3 2020Q4 20202
GARRISON POINT ADVISORS, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Third Point 220.21%0.32%0.42%Q3 2020Q4 20202
Coatue Management 110.07%0.10%0.12%Q1 2023Q3 20232
Vinva Investment Management Ltd 220.08%0.09%0.11%Q2 2023Q3 20232
Main Street Financial Solutions, LLC 110.00%0.02%0.04%Q3 2023Q3 20232
STRS OHIO 110.00%0.00%0.00%Q3 2021Q3 20232
55I, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Jericho Capital Asset Management L.P. 113.00%3.11%3.22%Q1 2022Q2 20232
CloudAlpha Capital Management Limited/Hong Kong 110.38%0.48%0.57%Q4 2020Q3 20232
Goodman Advisory Group, LLC 220.71%0.74%0.78%Q4 2021Q1 20222
True Capital Management 225.08%5.28%5.47%Q4 2022Q1 20232
Veritable, L.P. 110.00%0.00%0.00%Q1 2022Q3 20222
RHS Financial, LLC 221.50%1.60%1.69%Q2 2021Q3 20212
Howard Capital Management Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
DIMENSION CAPITAL MANAGEMENT LLC 220.04%0.06%0.08%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Alight Capital Management LP 111.04%3.24%5.45%Q1 2022Q3 20222
Price Jennifer C. 220.03%0.04%0.04%Q2 2022Q3 20222
Alta Advisers Ltd 220.05%0.05%0.05%Q2 2023Q3 20232
Gallagher Fiduciary Advisors, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
SHIKIAR ASSET MANAGEMENT INC 220.06%0.06%0.06%Q2 2021Q3 20212
Banco de Sabadell, S.A 220.01%0.01%0.01%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
SCOUT INVESTMENTS, INC. 224.06%4.10%4.15%Q2 2023Q3 20232
NICOLET ADVISORY SERVICES, LLC 110.00%0.05%0.09%Q1 2021Q1 20212
Point72 Asset Management, L.P. 110.15%0.80%1.45%Q3 2020Q2 20232
CHOREO, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Capital CS Group, LLC 220.09%0.12%0.16%Q2 2023Q3 20232
Bell Bank 220.03%0.03%0.03%Q2 2022Q3 20222
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q3 2021Q4 20212
SIGULER GUFF ADVISERS, LLC 110.01%0.02%0.04%Q1 2021Q3 20212
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q3 20232
Surevest, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
FIRETHORN WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Owen LaRue, LLC 220.71%1.20%1.70%Q2 2023Q3 20232
MORGENS WATERFALL VINTIADIS & CO INC 223.49%3.81%4.14%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
AIA Group Ltd 220.01%0.01%0.01%Q4 2021Q1 20222
V Wealth Advisors LLC 220.03%0.03%0.04%Q2 2021Q3 20212
CHAPIN DAVIS, INC. 220.04%0.08%0.11%Q1 2023Q2 20232
SeaTown Holdings Pte. Ltd. 221.99%2.77%3.56%Q3 2020Q4 20202
CAXTON ASSOCIATES LP 220.06%0.08%0.11%Q2 2023Q3 20232
Myriad Asset Management Ltd. 229.85%15.15%20.46%Q3 2020Q4 20202
Midwest Professional Planners, LTD. 220.11%0.12%0.14%Q2 2023Q3 20232
WESBANCO BANK INC 220.03%0.04%0.04%Q1 2022Q2 20222
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
North Fourth Asset Management, LP 110.46%0.58%0.70%Q4 2020Q2 20212
Machina Capital S.A.S. 110.19%0.24%0.29%Q1 2023Q3 20232
Sicart Associates LLC 220.14%0.14%0.15%Q2 2021Q3 20212
SHEETS SMITH WEALTH MANAGEMENT 220.03%0.03%0.04%Q3 2021Q4 20212
AlphaMark Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
B. Metzler seel. Sohn & Co. Holding AG 220.00%0.01%0.01%Q2 2021Q3 20212
Maven Securities LTD 220.02%0.02%0.02%Q4 2020Q1 20212
RVW Wealth, LLC 110.00%0.07%0.13%Q1 2021Q3 20232
Anchorage Capital Group, L.L.C. 222.19%2.87%3.54%Q3 2020Q4 20202
Liontrust Investment Partners LLP 220.02%0.02%0.03%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Harbor Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.03%0.14%0.25%Q1 2021Q2 20232
Founders Fund II Management, LLC 22100.00%100.00%100.00%Q4 2020Q1 20212
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
MCRAE CAPITAL MANAGEMENT INC 220.04%0.05%0.05%Q2 2021Q3 20212
Castleview Partners, LLC 110.01%0.02%0.02%Q2 2021Q4 20212
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q4 2020Q3 20222
AIMZ Investment Advisors, LLC 220.10%0.10%0.11%Q2 2021Q3 20212
Capital Market Strategies LLC 220.44%0.55%0.65%Q3 2023Q4 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
LMR Partners LLP 110.01%0.19%0.38%Q1 2021Q1 20222
Yorktown Management & Research Co Inc 110.18%0.19%0.19%Q2 2021Q1 20222
ETF MANAGERS GROUP, LLC 220.03%0.04%0.04%Q2 2022Q3 20222
Farmers & Merchants Trust Co of Long Beach 220.06%0.06%0.07%Q2 2021Q3 20212
JT Stratford LLC 220.07%0.09%0.10%Q2 2023Q3 20232
WEXFORD CAPITAL LP 110.02%0.08%0.13%Q4 2022Q2 20232
O'Neil Global Advisors, Inc. 222.68%3.92%5.16%Q2 2021Q3 20212
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 220.02%0.02%0.02%Q1 2021Q2 20212
COWEN AND COMPANY, LLC 110.15%0.32%0.49%Q4 2020Q4 20202
Masso Torrence Wealth Management Inc. 110.04%0.08%0.11%Q4 2021Q2 20232
CHELSEA COUNSEL CO 220.01%0.01%0.01%Q2 2023Q3 20232
Iron Horse Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
LORD, ABBETT & CO. LLC 220.01%0.18%0.35%Q3 2021Q4 20212
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.04%0.05%Q1 2021Q2 20212
Knollwood Investment Advisory, LLC 220.19%0.24%0.30%Q4 2022Q1 20232
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.00%Q4 2021Q1 20222
World Asset Management Inc 220.06%0.06%0.06%Q2 2021Q3 20212
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
HB Wealth Management, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Eudaimonia Partners, LLC 110.00%0.20%0.41%Q1 2021Q3 20232
Financial Sense Advisors, Inc. 220.07%0.08%0.09%Q2 2023Q3 20232
COOKSON PEIRCE & CO INC 220.12%0.13%0.13%Q2 2023Q3 20232
Global Strategic Investment Solutions, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
HAMILTON LANE ADVISORS LLC 220.12%0.15%0.18%Q1 2021Q2 20212
NKCFO LLC 220.18%0.19%0.21%Q2 2021Q3 20212
Weil Company, Inc. 220.05%0.05%0.05%Q3 2022Q4 20222
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.01%Q3 2023Q4 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ENGINE NO. 1 LLC 220.04%0.05%0.05%Q3 2021Q4 20212
SP Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Charles Schwab Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Western Financial Corp/CA 220.51%0.52%0.52%Q2 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.02%0.07%0.12%Q3 2021Q2 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q4 2020Q1 20212
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.02%0.03%0.03%Q3 2020Q4 20202
MARIETTA INVESTMENT PARTNERS LLC 220.18%0.19%0.20%Q2 2023Q3 20232
PineBridge Investments, L.P. 220.02%0.03%0.04%Q2 2023Q3 20232
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.00%0.39%0.78%Q3 2020Q4 20202
MASTRAPASQUA ASSET MANAGEMENT INC 220.35%0.37%0.38%Q2 2023Q3 20232
Glass Jacobson Investment Advisors llc 110.00%0.01%0.02%Q4 2022Q3 20232
Sage Investment Advisers LLC 220.34%0.35%0.37%Q2 2023Q3 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.02%0.02%Q1 2021Q1 20222
Chicago Partners Investment Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stephens Investment Management Group LLC 220.05%0.05%0.06%Q2 2023Q3 20232
DRIEHAUS CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q3 2020Q4 20202
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
LEGACY FINANCIAL GROUP, INC. 220.07%0.07%0.07%Q4 2022Q1 20232
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
NOESIS CAPITAL MANGEMENT CORP 220.05%0.06%0.06%Q4 2020Q1 20212
Kerntke Otto McGlone Wealth Management Group 220.17%0.18%0.20%Q1 2021Q2 20212
TFC Financial Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LBP AM SA 220.01%0.01%0.01%Q2 2023Q3 20232
Weiss Multi-Strategy Advisers LLC 110.01%0.02%0.03%Q2 2023Q2 20232
Pensionfund DSM Netherlands 220.06%0.07%0.08%Q3 2021Q4 20212
Leverage Partners Absolute Return Fund SPC 110.39%0.46%0.54%Q1 2021Q4 20212
Core Alternative Capital 220.00%0.01%0.03%Q4 2021Q1 20222
WESTERN FINANCIAL Corp 220.13%0.13%0.13%Q2 2021Q3 20212
STOCK YARDS BANK & TRUST CO 220.01%0.01%0.01%Q2 2022Q3 20222
ORG Partners LLC 220.01%0.04%0.06%Q2 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.00%0.00%Q2 2022Q3 20222
Stone House Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NewEdge Wealth, LLC 110.01%0.01%0.02%Q4 2021Q2 20232
CITY HOLDING CO 220.00%0.00%0.00%Q4 2021Q1 20222
Rafferty Asset Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
WASHINGTON CAPITAL MANAGEMENT, INC 220.20%0.26%0.33%Q1 2022Q2 20222
Frontier Wealth Management LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Intersect Capital LLC 220.04%0.04%0.05%Q2 2021Q3 20212
GraniteShares Advisors LLC 220.08%0.08%0.08%Q4 2021Q1 20222
M Holdings Securities, Inc. 110.01%0.03%0.05%Q1 2021Q1 20222
FORTEM FINANCIAL GROUP, LLC 220.49%0.55%0.61%Q2 2023Q3 20232
Liberty Street Advisors, Inc. 229.25%38.85%68.44%Q4 2020Q1 20212
Atom Investors LP 220.04%0.05%0.06%Q4 2020Q1 20212
WOODMONT INVESTMENT COUNSEL LLC 220.09%0.10%0.11%Q2 2023Q3 20232
RFP Financial Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Wealth Quarterback LLC 220.02%0.02%0.02%Q2 2021Q3 20212
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q2 20222
Foster Victor Wealth Advisors, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.02%0.02%Q2 2022Q3 20222
Vienna Asset Management LLC 110.01%0.37%0.74%Q4 2021Q3 20222
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q2 20232
Natixis Investment Managers International 220.00%0.00%0.00%Q1 2022Q2 20222
Brookside Equity Partners LLC 220.40%0.55%0.69%Q1 2021Q2 20212
Herold Advisors, Inc. 110.01%0.05%0.08%Q3 2021Q1 20222
CFS Investment Advisory Services, LLC 110.00%0.01%0.01%Q1 2022Q3 20222
Interchange Capital Partners, LLC 110.15%0.21%0.27%Q4 2021Q3 20232
Highlander Capital Management, LLC 110.00%0.01%0.01%Q2 2021Q3 20232
Ionic Capital Management LLC 110.03%0.06%0.08%Q4 2020Q2 20222
AlphaCrest Capital Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Ridgewood Investments LLC 220.00%0.01%0.01%Q1 2023Q2 20232
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q4 2022Q3 20232
TriaGen Wealth Management LLC 220.08%0.08%0.09%Q2 2023Q3 20232
SEGALL BRYANT & HAMILL, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q1 2022Q2 20232
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
Blackstone Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
COMPASS FINANCIAL ADVISORS LLC 110.20%0.20%0.20%Q4 2021Q4 20211
BP PLC 110.01%0.01%0.01%Q2 2021Q2 20211
PDT Partners, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
NN Investment Partners Holdings N.V. 110.07%0.07%0.07%Q4 2021Q4 20211
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gratus Capital, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Frisch Financial Group, Inc. 110.09%0.09%0.09%Q3 2021Q3 20211
Founders Fund III Management, LLC 11100.00%100.00%100.00%Q1 2021Q1 20211
P-STS SPV GP IA, LLC 11100.00%100.00%100.00%Q4 2020Q4 20201
Nixon Capital, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Pinnacle Family Advisors, LLC 110.75%0.75%0.75%Q4 2020Q4 20201
Tibra Equities Europe Ltd 110.12%0.12%0.12%Q4 2020Q4 20201
Anson Funds Management LP 110.32%0.32%0.32%Q3 2023Q3 20231
Insight Wealth Strategies, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Bull Oak Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vahanian & Associates Financial Planning Inc. 111.43%1.43%1.43%Q3 2023Q3 20231
Tao Capital Management LP 110.04%0.04%0.04%Q3 2020Q3 20201
Venator Capital Management Ltd. 114.93%4.93%4.93%Q3 2023Q3 20231
Verde Servicos Internacionais S.A. 111.50%1.50%1.50%Q1 2021Q1 20211
Portolan Capital Management 110.24%0.24%0.24%Q1 2023Q1 20231
QRG CAPITAL MANAGEMENT, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
New England Research & Management, Inc. 110.17%0.17%0.17%Q1 2021Q1 20211
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
Lynwood Capital Management Inc. 110.23%0.23%0.23%Q1 2023Q1 20231
Redhawk Wealth Advisors, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
ADVISORY RESEARCH INC 110.06%0.06%0.06%Q3 2021Q3 20211
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2021Q2 20211
J. Goldman & Co LP 110.09%0.09%0.09%Q4 2020Q4 20201
Coltrane Asset Management L.P. 116.05%6.05%6.05%Q1 2021Q1 20211
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2020Q4 20201
JS Capital Management LLC 111.13%1.13%1.13%Q1 2021Q1 20211
Baillie Gifford 110.07%0.07%0.07%Q4 2020Q4 20201
TRH Financial, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
NAPLES GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Aperture Investors, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Pinz Capital Management, LP 110.02%0.02%0.02%Q3 2021Q3 20211
Linden Thomas Advisory Services, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Next Level Private LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Atika Capital Management LLC 110.37%0.37%0.37%Q4 2020Q4 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harbour Capital Advisors, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
HighMark Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Ethos Financial Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Southland Equity Partners LLC 110.15%0.15%0.15%Q4 2020Q4 20201
PointState Capital LP 110.84%0.84%0.84%Q4 2020Q4 20201
READYSTATE ASSET MANAGEMENT LP 110.16%0.16%0.16%Q3 2023Q3 20231
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
WEALTH ADVISORS, INC. 110.02%0.02%0.02%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
OIKOS HOLDINGS LLC 1172.96%72.96%72.96%Q4 2020Q4 20201
Ghisallo Capital Management LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Cipher Capital LP 110.04%0.04%0.04%Q1 2023Q1 20231
ANTIPODES PARTNERS Ltd 111.76%1.76%1.76%Q2 2023Q2 20231
LGT Fund Management Co Ltd. 110.14%0.14%0.14%Q4 2021Q4 20211
Desjardins Global Asset Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MRP Capital Investments, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Newman Dignan & Sheerar, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 1117.28%17.28%17.28%Q2 2023Q2 20231
APOGEM CAPITAL LLC 110.16%0.16%0.16%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
UDINE WEALTH MANAGEMENT, INC. 111.96%1.96%1.96%Q2 2023Q2 20231
Standard Family Office LLC 110.06%0.06%0.06%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
National Wealth Management Group, LLC 110.52%0.52%0.52%Q2 2023Q2 20231
JTC Employer Solutions Trustee Ltd 110.57%0.57%0.57%Q2 2021Q2 20211
FCF Advisors LLC 110.33%0.33%0.33%Q1 2022Q1 20221
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q4 2020Q4 20201
Abbrea Capital, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
DE BURLO GROUP INC 110.07%0.07%0.07%Q2 2022Q2 20221
Corton Capital Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Lloyd Park, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
IVY LANE CAPITAL MANAGEMENT, LLC 114.36%4.36%4.36%Q3 2022Q3 20221
Clear Perspective Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Freedom Investment Management, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
ALGERT GLOBAL LLC 110.15%0.15%0.15%Q4 2021Q4 20211
TREMBLANT CAPITAL GROUP 110.09%0.09%0.09%Q4 2020Q4 20201
HUSSMAN STRATEGIC ADVISORS, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2020Q3 20201
B. Riley Financial, Inc. 110.90%0.90%0.90%Q4 2020Q4 20201
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Balboa Wealth Partners 110.09%0.09%0.09%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Richard W. Paul & Associates, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Impact Advisors, LLC 110.96%0.96%0.96%Q3 2021Q3 20211
Global Assets Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.04%0.04%0.04%Q2 2021Q2 20211
FACTORY MUTUAL INSURANCE CO 110.05%0.05%0.05%Q3 2023Q3 20231
Pearl River Capital, LLC 110.66%0.66%0.66%Q2 2023Q2 20231
NAVELLIER & ASSOCIATES INC 110.06%0.06%0.06%Q3 2023Q3 20231
Pine Valley Investments Ltd Liability Co 110.06%0.06%0.06%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MASTERS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Pool Management Ltd. 1113.80%13.80%13.80%Q4 2020Q4 20201
Greenspring Associates, LLC 110.89%0.89%0.89%Q3 2020Q3 20201
Diametric Capital, LP 110.58%0.58%0.58%Q3 2020Q3 20201
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
Blue Chip Wealth Management, Inc. 110.16%0.16%0.16%Q3 2020Q3 20201
FENIMORE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
MIRABELLA FINANCIAL SERVICES LLP 110.44%0.44%0.44%Q4 2020Q4 20201
VIRGINIA RETIREMENT SYSTEMS ET AL 110.01%0.01%0.01%Q4 2021Q4 20211
MASON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2020Q3 20201
EWG Elevate Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Firsthand Capital Management, Inc. 112.31%2.31%2.31%Q3 2023Q3 20231
Capasso Planning Partners LLC 110.13%0.13%0.13%Q4 2021Q4 20211
IronBridge Private Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
TimesSquare Capital Management, LLC 110.22%0.22%0.22%Q3 2020Q3 20201
Lattice Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Faithward Advisors, LLC 111.12%1.12%1.12%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GoalVest Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PURSUE WEALTH PARTNERS LLC 110.22%0.22%0.22%Q1 2022Q1 20221
SHERBROOKE PARK ADVISERS LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Ergoteles LLC 110.14%0.14%0.14%Q4 2021Q4 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LEVIN CAPITAL STRATEGIES, L.P. 110.05%0.05%0.05%Q3 2021Q3 20211
Exos TFP Holdings LLC 110.02%0.02%0.02%Q3 2022Q3 20221
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
KCL Capital, L.P. 110.01%0.01%0.01%Q3 2020Q3 20201
Alpha DNA Investment Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Delphia (USA) Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
WINTON GROUP Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Schechter Investment Advisors, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HBK INVESTMENTS L P 110.00%0.00%0.00%Q1 2021Q1 20211
tru Independence LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Campbell & CO Investment Adviser LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Anatole Investment Management Ltd 117.05%7.05%7.05%Q3 2023Q3 20231
Y.D. More Investments Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
StrongBox Wealth, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
PATRON PARTNERS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Capitolis Advisors LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oder Investment Management, LLC 111.21%1.21%1.21%Q3 2023Q3 20231
JAT Capital Mgmt LP 110.16%0.16%0.16%Q3 2023Q3 20231
Trellus Management Company, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.42%0.42%0.42%Q3 2021Q3 20211
Greytown Advisors Inc. 110.20%0.20%0.20%Q2 2021Q2 20211
ADE, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.08%0.08%0.08%Q4 2020Q4 20201
JOHN G ULLMAN & ASSOCIATES INC 110.14%0.14%0.14%Q1 2022Q1 20221
McClarren Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ulland Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BERYLSON CAPITAL PARTNERS, LLC 110.88%0.88%0.88%Q3 2020Q3 20201
Brendel Financial Advisors LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Cassaday & Co Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Regency Capital Management Inc.\DE 110.07%0.07%0.07%Q1 2021Q1 20211
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
NORTH AMERICAN MANAGEMENT CORP 110.04%0.04%0.04%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
F/M Investments LLC 111.44%1.44%1.44%Q1 2023Q1 20231
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Minot Wealth Management LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Bridgewater Advisors Inc. 110.10%0.10%0.10%Q2 2021Q2 20211
Rokos Capital Management LLP 110.32%0.32%0.32%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
VETAMER CAPITAL MANAGEMENT, L.P. 110.33%0.33%0.33%Q3 2023Q3 20231
Dorsal Capital Management, LP 110.27%0.27%0.27%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.50%0.50%0.50%Q4 2021Q4 20211
Serengeti Asset Management LP 113.83%3.83%3.83%Q3 2022Q3 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allen Mooney & Barnes Investment Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Hayden Royal, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
First Personal Financial Services 110.01%0.01%0.01%Q3 2022Q3 20221
WELD CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Ardevora Asset Management LLP 110.41%0.41%0.41%Q3 2022Q3 20221
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
MIZUHO SECURITIES USA LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Vanderbilt University 110.32%0.32%0.32%Q3 2020Q3 20201
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Syverson Strege & Co 110.00%0.00%0.00%Q3 2021Q3 20211
KRS Capital Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
MARYLAND CAPITAL ADVISORS INC. 110.00%0.00%0.00%Q3 2022Q3 20221
DUMAC, INC. 1151.92%51.92%51.92%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
Hirtle Callaghan & Co LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Seaport Global Advisors, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Latash Investments, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
PICTET ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q2 2021Q2 20211
Optiver Holding B.V. 110.01%0.01%0.01%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ARDSLEY ADVISORY PARTNERS LP 110.04%0.04%0.04%Q4 2020Q4 20201
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
REGENTS OF THE UNIVERSITY OF CALIFORNIA 110.36%0.36%0.36%Q1 2021Q1 20211
AO Asset Management, LP 110.58%0.58%0.58%Q3 2020Q3 20201
Segment Wealth Management, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
CARLSON CAPITAL L P 110.10%0.10%0.10%Q3 2020Q3 20201
Selway Asset Management 110.00%0.00%0.00%Q3 2022Q3 20221
Nishkama Capital, LLC 110.31%0.31%0.31%Q3 2022Q3 20221
THOMPSON DAVIS & CO., INC. 110.22%0.22%0.22%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JACOBS LEVY EQUITY MANAGEMENT, INC 110.00%0.00%0.00%Q3 2022Q3 20221
NorthRock Partners, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Walkner Condon Financial Advisors LLC 110.03%0.03%0.03%Q3 2022Q3 20221
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Perpetual Ltd 110.01%0.01%0.01%Q2 2023Q2 20231
F3Logic, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Baader Bank Aktiengesellschaft 110.01%0.01%0.01%Q2 2023Q2 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Quantamental Technologies LLC 110.21%0.21%0.21%Q2 2023Q2 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Manatuck Hill Partners, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
REGIONS FINANCIAL CORP 110.01%0.01%0.01%Q1 2021Q1 20211
WCG Wealth Advisors LLC 110.01%0.01%0.01%Q2 2022Q2 20221
P-STS SPV GP I, LLC 11100.00%100.00%100.00%Q4 2020Q4 20201
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q4 2021Q4 20211
NEIRG Wealth Management, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Echo Street Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Blue Ridge Capital, L.L.C. 11100.00%100.00%100.00%Q4 2020Q4 20201
Legacy Trust 110.05%0.05%0.05%Q3 2023Q3 20231
Wealthgate Family Office, LLC 110.81%0.81%0.81%Q1 2021Q1 20211
Aveo Capital Partners, LLC 110.87%0.87%0.87%Q4 2020Q4 20201
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q3 2022Q3 20221
Concentrum Wealth Management 110.17%0.17%0.17%Q3 2021Q3 20211
Financial Advisory Group 110.03%0.03%0.03%Q1 2022Q1 20221
BROOKS, MOORE & ASSOCIATES, INC. 110.05%0.05%0.05%Q4 2022Q4 20221
Beaumont Financial Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Colonial River Wealth Management, LLC 110.84%0.84%0.84%Q3 2021Q3 20211
Lauer Wealth, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
Greenhouse Funds LLLP 110.97%0.97%0.97%Q1 2022Q1 20221
Qsemble Capital Management, LP 110.22%0.22%0.22%Q3 2023Q3 20231
LINCOLN CAPITAL CORP 110.12%0.12%0.12%Q2 2023Q2 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q1 2022Q1 20221
Woodline Partners LP 110.81%0.81%0.81%Q2 2022Q2 20221
VISTA EQUITY PARTNERS MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Valley Brook Capital Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
BluePath Capital Management, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
72 Investment Holdings, LLC 1192.67%92.67%92.67%Q4 2020Q4 20201
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Board of Trustees of The Leland Stanford Junior University 117.31%7.31%7.31%Q3 2020Q3 20201
Cannon Global Investment Management, LLC 110.59%0.59%0.59%Q1 2021Q1 20211
University of Massachusetts Foundation, Inc. 110.50%0.50%0.50%Q1 2021Q1 20211
Keebeck Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Sassicaia Capital Advisers LLC 110.15%0.15%0.15%Q1 2021Q1 20211
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Colony Family Offices, LLC 110.61%0.61%0.61%Q1 2021Q1 20211
Alpha Cubed Investments, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Nebula Research & Development LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Onex Canada Asset Management Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
SENTRY INVESTMENT MANAGEMENT LLC 110.17%0.17%0.17%Q2 2023Q2 20231
OPTIONS SOLUTIONS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
ORACLE INVESTMENT MANAGEMENT INC 110.42%0.42%0.42%Q2 2023Q2 20231
Del-Sette Capital Management, LLC 110.40%0.40%0.40%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SevenOneSeven Capital Management 110.88%0.88%0.88%Q3 2023Q3 20231
Accuvest Global Advisors 110.05%0.05%0.05%Q1 2023Q1 20231
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
RAYMOND JAMES TRUST N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
GUYASUTA INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q1 2022Q1 20221
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
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This page lists all the filers that currently own PALANTIR TECHNOLOGIES INC or have owned PALANTIR TECHNOLOGIES INC in the past.