Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.03% | 0.15% | Q3 2019 | Q3 2023 | 48 |
Parallax Volatility Advisers, L.P. | 16 | 16 | 0.00% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 47 |
Citadel Advisors | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 47 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.09% | 0.78% | Q4 2019 | Q3 2023 | 47 |
PEAK6 Investments LLC | 16 | 16 | 0.00% | 0.09% | 0.64% | Q4 2019 | Q3 2023 | 43 |
WOLVERINE TRADING, LLC | 12 | 2 | 0.00% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 42 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 42 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.05% | 0.38% | Q1 2020 | Q3 2023 | 41 |
Walleye Trading LLC | 16 | 16 | 0.00% | 0.10% | 0.52% | Q4 2019 | Q3 2023 | 41 |
HAP Trading, LLC | 16 | 16 | 0.00% | 0.09% | 1.13% | Q4 2019 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 17 | 17 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 40 |
UBS Group AG | 17 | 17 | 0.00% | 0.01% | 0.10% | Q3 2019 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 16 | 16 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q3 2023 | 36 |
Caption Management, LLC | 16 | 16 | 0.00% | 0.24% | 2.21% | Q4 2019 | Q3 2023 | 36 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.05% | 0.29% | Q4 2019 | Q3 2023 | 33 |
HighTower Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.11% | Q4 2019 | Q3 2023 | 33 |
MILLENNIUM MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 32 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 31 |
Woodson Capital Management, LP | 17 | 17 | 0.49% | 8.20% | 16.63% | Q3 2019 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 29 |
Squarepoint Ops LLC | 15 | 15 | 0.00% | 0.03% | 0.18% | Q1 2020 | Q3 2023 | 28 |
Centiva Capital, LP | 11 | 11 | 0.00% | 0.03% | 0.32% | Q1 2021 | Q3 2023 | 28 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 12 | 0.00% | 0.07% | 0.42% | Q4 2020 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 24 |
Creative Planning | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 24 |
TWO SIGMA INVESTMENTS, LP | 7 | 6 | 0.02% | 0.11% | 0.69% | Q2 2020 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 9 | 5 | 0.00% | 0.03% | 0.36% | Q1 2020 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.11% | 0.32% | Q3 2019 | Q3 2023 | 21 |
Nantahala Capital Management | 10 | 2 | 0.13% | 0.85% | 2.14% | Q1 2020 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 10 | 3 | 0.00% | 0.04% | 0.32% | Q2 2020 | Q3 2023 | 20 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 18 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.40% | 2.10% | Q4 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 16 | 16 | 0.00% | 0.05% | 0.17% | Q3 2019 | Q2 2023 | 18 |
HSBC HOLDINGS PLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 17 |
GILDER GAGNON HOWE & CO LLC | 17 | 17 | 0.00% | 0.99% | 2.64% | Q3 2019 | Q3 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.12% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Technology Crossover Management IX, Ltd. | 17 | 17 | 1.68% | 14.94% | 35.52% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
K2 PRINCIPAL FUND, L.P. | 11 | 11 | 0.02% | 0.67% | 3.78% | Q4 2020 | Q2 2023 | 17 |
VANGUARD GROUP INC | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BLAIR WILLIAM & CO/IL | 17 | 17 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Sandy Spring Bank | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 17 |
Nuveen Asset Management, LLC | 17 | 17 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Timber Creek Capital Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Dragoneer Investment Group | 13 | 3 | 0.06% | 2.11% | 5.44% | Q3 2019 | Q3 2023 | 16 |
Draper Asset Management, LLC | 4 | 1 | 0.00% | 0.18% | 1.32% | Q4 2020 | Q3 2023 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Paloma Partners Management Co | 10 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
ADIRONDACK TRUST CO | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Coatue Management | 16 | 16 | 0.06% | 1.12% | 2.90% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 7 | 2 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 7 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 15 |
Baillie Gifford | 15 | 15 | 0.02% | 0.63% | 1.35% | Q3 2019 | Q1 2023 | 15 |
TIGER GLOBAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.91% | 3.06% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.03% | 0.13% | Q2 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Parkside Investments, LLC | 15 | 15 | 0.04% | 1.95% | 5.76% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Sageworth Trust Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Penserra Capital Management LLC | 15 | 15 | 0.06% | 0.45% | 1.68% | Q4 2019 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.00% | 0.19% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.06% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q4 2022 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.00% | 0.03% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 14 |
WHITTIER TRUST CO | 13 | 1 | 0.00% | 0.01% | 0.10% | Q1 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
DnB Asset Management AS | 14 | 14 | 0.01% | 0.09% | 0.26% | Q3 2020 | Q4 2023 | 14 |
Compagnie Lombard Odier SCmA | 14 | 14 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Jasper Ridge Partners, L.P. | 14 | 14 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
DRW Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NORGES BANK | 14 | 14 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q4 2022 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.06% | 0.22% | Q3 2011 | Q3 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.14% | 0.62% | Q3 2020 | Q3 2023 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Arizona State Retirement System | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Summit Trail Advisors, LLC | 12 | 1 | 0.11% | 0.73% | 2.61% | Q1 2020 | Q3 2023 | 13 |
Manchester Capital Management LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HILLMAN CO | 13 | 13 | 1.39% | 6.52% | 21.09% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 13 | 0.00% | 0.12% | 0.25% | Q3 2019 | Q3 2022 | 13 |
Cresset Asset Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Swiss National Bank | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Granite Point Capital Management, L.P. | 13 | 13 | 0.05% | 0.17% | 0.45% | Q1 2020 | Q1 2023 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Joel Isaacson & Co., LLC | 13 | 13 | 0.04% | 0.77% | 3.01% | Q3 2020 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 6 | 0.01% | 0.15% | 0.48% | Q2 2020 | Q3 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2022 | 13 |
Advisory Services Network, LLC | 8 | 5 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q2 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Global Wealth Management Investment Advisory, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2022 | 13 |
State of New Jersey Common Pension Fund D | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Capital World Investors | 9 | 4 | 0.01% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 13 |
Twin Tree Management, LP | 4 | 2 | 0.01% | 0.03% | 0.14% | Q2 2021 | Q2 2023 | 13 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 12 | 1 | 0.07% | 0.79% | 1.86% | Q3 2019 | Q3 2023 | 13 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.08% | 0.20% | Q2 2020 | Q1 2023 | 12 |
SG3 Management, LLC | 7 | 1 | 0.00% | 0.21% | 0.57% | Q4 2019 | Q4 2021 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Handelsbanken Fonder AB | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.05% | 0.27% | Q1 2020 | Q2 2023 | 12 |
Technology Crossover Management X, Ltd. | 12 | 12 | 1.79% | 21.60% | 63.30% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
CIBC Asset Management Inc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.14% | 0.90% | Q3 2020 | Q2 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 12 |
Honeycomb Asset Management LP | 9 | 9 | 0.67% | 2.09% | 4.41% | Q4 2019 | Q4 2021 | 12 |
Harvest Fund Management Co., Ltd | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Kessler Investment Group, LLC | 9 | 3 | 0.03% | 0.39% | 2.96% | Q4 2019 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 9 | 3 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 12 |
XR Securities LLC | 7 | 7 | 0.00% | 0.04% | 0.15% | Q3 2020 | Q1 2022 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Gleason Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
OPTIMUM INVESTMENT ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 11 |
GROUP ONE TRADING, L.P. | 4 | 3 | 0.00% | 0.03% | 0.13% | Q1 2020 | Q3 2023 | 11 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.36% | 2.28% | 7.40% | Q3 2019 | Q4 2021 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11 | 11 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Avondale Wealth Management | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 11 |
CRA Financial Services, LLC | 7 | 4 | 0.02% | 0.14% | 0.36% | Q2 2020 | Q2 2023 | 11 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
LYELL WEALTH MANAGEMENT, LP | 11 | 11 | 0.02% | 0.35% | 0.89% | Q1 2020 | Q3 2022 | 11 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.09% | Q2 2020 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 11 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Estabrook Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Valiant Capital Management, L.P. | 10 | 1 | 0.44% | 3.43% | 6.48% | Q2 2020 | Q3 2023 | 11 |
Darsana Capital Partners LP | 7 | 4 | 2.98% | 5.14% | 8.58% | Q2 2020 | Q1 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
TCI Wealth Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 9 | 9 | 0.05% | 0.94% | 2.46% | Q3 2019 | Q3 2021 | 11 |
MONTAG A & ASSOCIATES INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 7 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DIMENSIONAL FUND ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Verde Capital Management | 11 | 11 | 0.33% | 0.64% | 1.24% | Q1 2021 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 11 |
Archer Investment Corp | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Mitsubishi UFJ Asset Management Co., Ltd. | 11 | 11 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2022 | 11 |
EULAV Asset Management | 11 | 11 | 0.08% | 0.37% | 0.72% | Q3 2020 | Q1 2023 | 11 |
Hexagon Capital Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q4 2021 | 11 |
XPONANCE, INC. | 7 | 4 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 11 |
Calamos Wealth Management LLC | 11 | 11 | 0.32% | 1.79% | 5.22% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Cedar Mountain Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.06% | 0.20% | Q3 2019 | Q2 2023 | 10 |
SEEYOND | 10 | 10 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q4 2022 | 10 |
NVWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q1 2022 | 10 |
Affiance Financial, LLC | 9 | 1 | 0.03% | 3.57% | 9.22% | Q1 2020 | Q4 2022 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q1 2022 | 10 |
Rip Road Capital Partners LP | 10 | 10 | 1.31% | 5.59% | 7.37% | Q4 2019 | Q1 2022 | 10 |
DF DENT & CO INC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.28% | 2.50% | Q3 2019 | Q4 2022 | 10 |
CTC LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 10 | 0.00% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Nikko Asset Management Americas, Inc. | 10 | 10 | 0.05% | 0.46% | 0.97% | Q3 2020 | Q4 2022 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q1 2022 | 10 |
WESTWOOD HOLDINGS GROUP INC | 8 | 2 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Independent Advisor Alliance | 10 | 10 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Belpointe Asset Management LLC | 8 | 2 | 0.00% | 0.07% | 0.18% | Q1 2020 | Q1 2023 | 10 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 10 | 0.01% | 0.09% | 0.20% | Q3 2020 | Q4 2022 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
DekaBank Deutsche Girozentrale | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.18% | 0.58% | Q2 2020 | Q3 2023 | 10 |
PUTNAM INVESTMENTS LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 10 |
Global Trust Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 10 |
Rathbones Group PLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q1 2022 | 10 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q2 2023 | 10 |
CI INVESTMENTS INC. | 8 | 2 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2022 | 10 |
SCOPIA CAPITAL MANAGEMENT LP | 7 | 7 | 1.53% | 2.90% | 4.76% | Q1 2022 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 9 | 1 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 7 | 3 | 0.01% | 0.09% | 0.41% | Q1 2020 | Q3 2023 | 10 |
KBC Group NV | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q4 2022 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Capital Research Global Investors | 10 | 10 | 0.01% | 0.19% | 0.46% | Q3 2019 | Q4 2021 | 10 |
Norway Savings Bank | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 8 | 1 | 0.00% | 0.12% | 0.33% | Q2 2020 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 2 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q2 2022 | 9 |
Redmond Asset Management, LLC | 9 | 9 | 0.28% | 0.43% | 0.63% | Q2 2021 | Q2 2023 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.14% | 0.50% | Q1 2020 | Q3 2023 | 9 |
Turim 21 Investimentos Ltda. | 9 | 9 | 0.00% | 0.47% | 3.46% | Q3 2021 | Q3 2023 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2021 | 9 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q2 2023 | 9 |
Man Group plc | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 9 |
MILLER VALUE PARTNERS, LLC | 5 | 1 | 0.01% | 1.14% | 2.60% | Q3 2019 | Q1 2023 | 9 |
Alight Capital Management LP | 8 | 1 | 0.35% | 1.91% | 4.56% | Q4 2019 | Q1 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
BROWN ADVISORY INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Marshall Wace North America L.P. | 9 | 9 | 0.00% | 0.10% | 0.17% | Q3 2019 | Q3 2021 | 9 |
Spyglass Capital Management LLC | 9 | 9 | 1.70% | 2.40% | 3.14% | Q2 2021 | Q2 2023 | 9 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Private Ocean, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.23% | 0.52% | 1.02% | Q3 2019 | Q3 2021 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
Zions Bancorporation, N.A. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 9 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2021 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sterling Investment Advisors, Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 9 |
Kore Private Wealth LLC | 9 | 9 | 0.01% | 0.18% | 0.49% | Q4 2019 | Q4 2021 | 9 |
FIRST TRUST ADVISORS LP | 7 | 2 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q2 2023 | 9 |
EMINENCE CAPITAL, LP | 5 | 1 | 0.67% | 0.86% | 1.27% | Q3 2019 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Quadrature Capital Ltd | 5 | 1 | 0.00% | 0.32% | 1.38% | Q2 2020 | Q3 2023 | 9 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 9 | 9 | 0.00% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 9 |
IMA Wealth, Inc. | 8 | 8 | 0.12% | 0.55% | 0.84% | Q1 2020 | Q4 2021 | 8 |
TD ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 8 | 0.07% | 0.16% | 0.26% | Q4 2019 | Q3 2021 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 4 | 1 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 8 |
TWO SIGMA ADVISERS, LP | 5 | 3 | 0.01% | 0.23% | 0.92% | Q3 2020 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Potrero Capital Research LLC | 6 | 1 | 0.10% | 0.63% | 1.34% | Q4 2019 | Q4 2022 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Whale Rock Capital Management | 7 | 1 | 0.28% | 2.03% | 4.36% | Q3 2019 | Q3 2021 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.06% | 0.40% | Q3 2020 | Q4 2021 | 8 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 8 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 |
PrairieView Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WESTPAC BANKING CORP | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.20% | 0.34% | Q1 2020 | Q1 2023 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 8 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 8 |
Keystone Financial Group | 8 | 8 | 0.04% | 0.14% | 0.25% | Q2 2020 | Q1 2022 | 8 |
APG Asset Management N.V. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Cypress Capital Management LLC (WY) | 7 | 7 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q4 2021 | 8 |
CIM INVESTMENT MANAGEMENT INC | 8 | 8 | 0.02% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q2 2020 | Q1 2022 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q3 2021 | 8 |
AMERICAN CENTURY COMPANIES INC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q1 2022 | 8 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Tidal Investments LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Livforsakringsbolaget Skandia, Omsesidigt | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Shay Capital LLC | 4 | 1 | 0.00% | 0.19% | 0.66% | Q4 2020 | Q1 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 5 | 3 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Fernwood Investment Management, LLC | 8 | 8 | 0.08% | 0.49% | 1.17% | Q4 2020 | Q3 2022 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Tenzing Global Management, LLC | 5 | 5 | 0.25% | 1.38% | 3.77% | Q3 2021 | Q3 2022 | 8 |
GAM Holding AG | 8 | 8 | 0.16% | 0.52% | 0.99% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Venture Visionary Partners LLC | 7 | 1 | 0.00% | 0.67% | 1.91% | Q2 2020 | Q2 2022 | 8 |
Blueshift Asset Management, LLC | 5 | 1 | 0.09% | 0.18% | 0.36% | Q4 2019 | Q1 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.03% | 0.16% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Newton One Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
COWEN AND COMPANY, LLC | 5 | 5 | 0.02% | 0.42% | 1.48% | Q4 2019 | Q4 2020 | 8 |
Alyeska Investment Group, L.P. | 4 | 2 | 0.02% | 0.16% | 0.51% | Q3 2019 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Renaissance Capital LLC | 8 | 8 | 0.51% | 3.37% | 9.87% | Q4 2020 | Q3 2022 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.04% | 0.19% | 0.35% | Q2 2020 | Q1 2022 | 8 |
Quinn Opportunity Partners LLC | 3 | 2 | 0.03% | 0.43% | 2.31% | Q1 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q2 2023 | 8 |
MML INVESTORS SERVICES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 8 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8 | 8 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.22% | 0.76% | 1.58% | Q4 2021 | Q3 2023 | 8 |
MetLife Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Impax Asset Management Group plc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
IFM Investors Pty Ltd | 8 | 8 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2022 | 8 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 8 |
abrdn plc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 8 |
Gruss & Co., LLC | 8 | 8 | 0.53% | 0.94% | 1.97% | Q3 2021 | Q2 2023 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 8 |
PenderFund Capital Management Ltd. | 8 | 8 | 0.69% | 1.53% | 3.16% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT LTD | 8 | 8 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q2 2021 | 8 |
Asset Management One Co., Ltd. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 8 |
THUNDERBIRD PARTNERS LLP | 7 | 7 | 0.93% | 3.72% | 6.12% | Q1 2022 | Q3 2023 | 7 |
Bluefin Trading, LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q2 2020 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Chescapmanager LLC | 7 | 7 | 0.12% | 5.33% | 13.64% | Q3 2019 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
FIL Ltd | 7 | 7 | 0.00% | 0.13% | 0.41% | Q3 2019 | Q1 2021 | 7 |
NATIXIS | 4 | 1 | 0.00% | 0.02% | 0.09% | Q1 2021 | Q1 2023 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2021 | 7 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 7 |
Hitchwood Capital Management LP | 7 | 7 | 0.77% | 2.50% | 3.81% | Q2 2020 | Q4 2021 | 7 |
Coastal Bridge Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Graham Capital Management, L.P. | 6 | 1 | 0.01% | 0.14% | 0.35% | Q1 2021 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
SHELL ASSET MANAGEMENT CO | 7 | 7 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Natixis Investment Managers International | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
CROSSLINK CAPITAL INC | 7 | 7 | 2.83% | 5.34% | 7.79% | Q1 2020 | Q3 2021 | 7 |
PATTEN & PATTEN INC/TN | 7 | 7 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2021 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STRS OHIO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 7 |
Ascent Wealth Partners, LLC | 7 | 7 | 0.10% | 0.41% | 0.74% | Q2 2020 | Q4 2021 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.02% | 0.19% | 0.49% | Q1 2020 | Q2 2023 | 7 |
ARK Investment Management | 7 | 7 | 0.00% | 0.17% | 0.39% | Q4 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Robeco Institutional Asset Management B.V. | 7 | 7 | 0.00% | 0.15% | 0.36% | Q3 2020 | Q1 2022 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Elo Mutual Pension Insurance Co | 7 | 7 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 7 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.05% | 0.15% | Q1 2020 | Q2 2023 | 7 |
Narwhal Capital Management | 7 | 7 | 0.04% | 0.21% | 0.32% | Q1 2020 | Q3 2021 | 7 |
AQR Capital Management | 4 | 3 | 0.00% | 0.08% | 0.23% | Q4 2020 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 5 | 2 | 0.14% | 0.44% | 0.79% | Q3 2020 | Q3 2022 | 7 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 7 |
Highlander Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ADVISORY RESEARCH INC | 7 | 7 | 0.02% | 0.09% | 0.15% | Q1 2020 | Q3 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 1 | 0.01% | 0.11% | 0.28% | Q3 2021 | Q2 2023 | 7 |
TOBAM | 7 | 7 | 0.14% | 1.02% | 1.72% | Q4 2020 | Q2 2022 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2021 | 7 |
USS Investment Management Ltd | 7 | 7 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 7 | 7 | 0.12% | 0.32% | 0.59% | Q1 2020 | Q3 2021 | 7 |
Quent Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.01% | 0.15% | 0.33% | Q1 2020 | Q3 2021 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
AMERICAN NATIONAL INSURANCE CO | 7 | 7 | 0.24% | 0.52% | 0.93% | Q1 2020 | Q3 2021 | 7 |
BOKF, NA | 3 | 2 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
BERKSHIRE CAPITAL HOLDINGS INC | 6 | 1 | 0.00% | 2.59% | 4.60% | Q2 2020 | Q1 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Firestone Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Laird Norton Wetherby Trust Company, LLC | 7 | 7 | 0.15% | 0.31% | 0.56% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q4 2021 | 7 |
XTX Topco Ltd | 5 | 2 | 0.04% | 0.12% | 0.28% | Q1 2021 | Q3 2023 | 7 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 7 | 7 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Bellwether Advisors, LLC | 4 | 3 | 0.00% | 0.08% | 0.43% | Q4 2020 | Q1 2023 | 7 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q2 2021 | 7 |
BlackDiamond Wealth Management, LLC | 7 | 7 | 0.32% | 0.41% | 0.60% | Q1 2022 | Q3 2023 | 7 |
BloombergSen Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alkeon Capital Management | 7 | 7 | 0.09% | 0.19% | 0.48% | Q3 2021 | Q1 2023 | 7 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q1 2023 | 7 |
American National Registered Investment Advisor, Inc. | 7 | 7 | 0.28% | 0.59% | 1.04% | Q1 2020 | Q3 2021 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.12% | 0.22% | 0.38% | Q1 2020 | Q3 2021 | 7 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
Holistic Financial Partners | 7 | 7 | 0.18% | 0.65% | 1.03% | Q3 2020 | Q1 2022 | 7 |
MSD Capital | 7 | 7 | 2.80% | 4.84% | 7.59% | Q1 2022 | Q3 2023 | 7 |
Jackson Square Partners, LLC | 7 | 7 | 0.61% | 1.22% | 2.33% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.22% | 0.45% | Q2 2020 | Q4 2021 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
National Pension Service | 7 | 7 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q2 2022 | 7 |
VETAMER CAPITAL MANAGEMENT, L.P. | 5 | 1 | 0.31% | 0.54% | 0.83% | Q4 2021 | Q2 2023 | 7 |
Resolute Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
First Pacific Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
CX Institutional | 5 | 1 | 0.00% | 0.05% | 0.15% | Q4 2020 | Q2 2022 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.18% | 0.27% | 0.41% | Q2 2020 | Q3 2021 | 6 |
LA FINANCIERE DE L'ECHIQUIER | 6 | 6 | 0.15% | 0.46% | 0.76% | Q3 2020 | Q4 2021 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 1 | 0.00% | 0.27% | 1.13% | Q3 2021 | Q3 2023 | 6 |
LORD, ABBETT & CO. LLC | 5 | 1 | 0.02% | 0.18% | 0.36% | Q3 2019 | Q1 2021 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q3 2021 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 1.60% | 3.32% | 4.82% | Q2 2020 | Q3 2021 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 6 |
Emerson Point Capital LP | 6 | 6 | 0.05% | 0.14% | 0.23% | Q3 2020 | Q4 2021 | 6 |
WMS Partners, LLC | 5 | 5 | 0.04% | 0.27% | 0.97% | Q3 2020 | Q3 2021 | 6 |
Clear Harbor Asset Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 6 |
Soros Fund Management | 5 | 1 | 0.04% | 1.04% | 4.02% | Q3 2019 | Q4 2021 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q4 2021 | 6 |
FRED ALGER MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Zweig-DiMenna Associates LLC | 6 | 6 | 0.28% | 0.72% | 1.06% | Q3 2020 | Q4 2021 | 6 |
COWBIRD CAPITAL LP | 3 | 1 | 4.69% | 6.69% | 7.86% | Q2 2020 | Q1 2022 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.28% | 0.43% | 0.54% | Q2 2020 | Q3 2021 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MAI Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Siemens Fonds Invest GmbH | 6 | 6 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q4 2022 | 6 |
CHILTON INVESTMENT CO INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.05% | 0.18% | Q2 2021 | Q3 2023 | 6 |
AVIVA PLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2022 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Cornerstone Capital, Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
PARK CIRCLE Co | 5 | 1 | 0.38% | 1.57% | 2.87% | Q4 2019 | Q3 2021 | 6 |
COMERICA BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 6 | 6 | 1.34% | 2.13% | 2.66% | Q2 2020 | Q3 2021 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.04% | 0.11% | 0.16% | Q2 2020 | Q3 2021 | 6 |
CAZ INVESTMENTS LP | 6 | 6 | 0.13% | 0.34% | 0.79% | Q3 2019 | Q4 2020 | 6 |
Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.00% | 0.19% | 0.47% | Q3 2020 | Q3 2021 | 6 |
Cerity Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 6 |
Illinois Municipal Retirement Fund | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Sloy Dahl & Holst, LLC | 4 | 2 | 0.13% | 0.19% | 0.40% | Q2 2020 | Q4 2021 | 6 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.26% | 1.48% | Q4 2019 | Q4 2021 | 6 |
FORSTA AP-FONDEN | 5 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q1 2022 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
Candriam S.C.A. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Summit Asset Management, LLC | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2021 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.90% | 3.21% | 5.20% | Q2 2020 | Q3 2021 | 6 |
Allspring Global Investments Holdings, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.24% | 0.53% | Q3 2020 | Q4 2021 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
BANK OF NOVA SCOTIA | 4 | 2 | 0.00% | 0.05% | 0.17% | Q3 2020 | Q1 2022 | 6 |
Achmea Investment Management B.V. | 3 | 3 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2022 | 6 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.55% | 1.33% | Q3 2019 | Q3 2021 | 6 |
HARBOR CAPITAL ADVISORS, INC. | 6 | 6 | 0.12% | 0.57% | 1.44% | Q4 2021 | Q1 2023 | 6 |
Mirador Capital Partners LP | 6 | 6 | 0.87% | 1.40% | 1.83% | Q2 2020 | Q3 2021 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 6 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q2 2023 | 6 |
GLENMEDE TRUST CO NA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
GRIMES & COMPANY, INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Korea Investment CORP | 2 | 2 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2022 | 6 |
Engle Capital Management, L.P. | 6 | 6 | 0.18% | 4.62% | 9.32% | Q3 2019 | Q4 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROYAL LONDON ASSET MANAGEMENT LTD | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
CenterBook Partners LP | 5 | 1 | 0.04% | 0.33% | 0.55% | Q4 2021 | Q2 2023 | 6 |
Gladstone Institutional Advisory LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
CASTLEARK MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Harbour Capital Advisors, LLC | 6 | 6 | 0.10% | 0.43% | 1.00% | Q2 2020 | Q3 2021 | 6 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Laurion Capital Management LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 6 |
AMP Capital Investors Ltd | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
NORTHEAST INVESTMENT MANAGEMENT | 5 | 5 | 0.13% | 0.21% | 0.30% | Q3 2020 | Q3 2021 | 5 |
Louisiana State Employees Retirement System | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
CIBC WORLD MARKETS CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q1 2021 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.12% | 0.26% | Q3 2019 | Q1 2021 | 5 |
Altman Advisors, Inc. | 5 | 5 | 0.86% | 1.34% | 1.74% | Q1 2020 | Q1 2021 | 5 |
ALLSTATE CORP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.04% | 0.09% | 0.15% | Q4 2021 | Q2 2023 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.01% | 0.10% | 0.19% | Q1 2020 | Q2 2023 | 5 |
Camber Capital Management LP | 5 | 5 | 0.26% | 0.59% | 0.75% | Q3 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 4 | 1 | 0.06% | 0.55% | 1.18% | Q4 2020 | Q1 2022 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
EAGLE ASSET MANAGEMENT INC | 5 | 5 | 0.22% | 0.56% | 0.95% | Q1 2020 | Q1 2021 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q3 2020 | Q3 2021 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.01% | 0.08% | 0.18% | Q4 2020 | Q4 2021 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Hartford Financial Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 5 |
Ararat Capital Management LP | 5 | 5 | 0.50% | 2.49% | 5.07% | Q4 2020 | Q4 2021 | 5 |
Steadview Capital Management LLC | 5 | 5 | 2.14% | 6.84% | 13.24% | Q4 2020 | Q4 2021 | 5 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.33% | 0.82% | Q4 2019 | Q3 2021 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.15% | 0.31% | Q2 2020 | Q4 2022 | 5 |
AO Asset Management, LP | 5 | 5 | 2.24% | 2.93% | 3.76% | Q3 2020 | Q3 2021 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.15% | 0.37% | Q4 2020 | Q1 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Motley Fool Asset Management LLC | 4 | 1 | 0.00% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
MIZUHO MARKETS AMERICAS LLC | 5 | 5 | 0.02% | 0.94% | 3.84% | Q1 2021 | Q1 2022 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q1 2022 | 5 |
IBM Retirement Fund | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 2 | 1 | 0.10% | 0.34% | 0.94% | Q2 2020 | Q2 2023 | 5 |
PROFUND ADVISORS LLC | 5 | 5 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Grace Capital | 5 | 5 | 0.14% | 0.87% | 1.55% | Q4 2020 | Q4 2021 | 5 |
Financial Avengers, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Professional Financial Advisors, LLC | 5 | 5 | 0.00% | 0.13% | 0.38% | Q3 2020 | Q3 2021 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
BERYLSON CAPITAL PARTNERS, LLC | 3 | 1 | 1.57% | 3.87% | 5.33% | Q4 2020 | Q2 2023 | 5 |
SHELTON CAPITAL MANAGEMENT | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.09% | 0.39% | Q1 2021 | Q3 2023 | 5 |
Bridgecreek Investment Management, LLC | 5 | 5 | 0.35% | 0.45% | 0.57% | Q3 2020 | Q3 2021 | 5 |
Junson Asset Management (Hong Kong) Ltd | 5 | 5 | 0.04% | 0.90% | 3.68% | Q3 2021 | Q3 2022 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.00% | 0.06% | 0.08% | Q1 2020 | Q1 2023 | 5 |
Parkwood LLC | 5 | 5 | 0.06% | 0.17% | 0.50% | Q4 2020 | Q4 2021 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Vestcor Inc | 5 | 5 | 0.00% | 0.05% | 0.22% | Q2 2021 | Q2 2022 | 5 |
Diversified Trust Co | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Versor Investments LP | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Evolutionary Tree Capital Management, LLC | 5 | 5 | 1.96% | 4.58% | 6.00% | Q4 2020 | Q4 2021 | 5 |
Pentwater Capital Management LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Crestwood Advisors Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
WADE G W & INC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 5 |
HARVEST VOLATILITY MANAGEMENT LLC | 5 | 5 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Whetstone Capital Advisors, LLC | 5 | 5 | 0.93% | 3.04% | 4.38% | Q3 2020 | Q3 2021 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
WBH ADVISORY INC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Stony Point Capital LLC | 5 | 5 | 2.20% | 3.86% | 6.00% | Q4 2020 | Q4 2021 | 5 |
Gemmer Asset Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Patient Capital Management, LLC | 4 | 1 | 0.38% | 1.19% | 1.67% | Q1 2022 | Q3 2023 | 5 |
ProShare Advisors LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
AIA Group Ltd | 5 | 5 | 0.00% | 0.06% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Altimeter Capital Management | 3 | 1 | 0.06% | 1.96% | 5.04% | Q3 2019 | Q3 2021 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
AFT, FORSYTH & COMPANY, INC. | 5 | 5 | 0.15% | 0.42% | 0.58% | Q4 2020 | Q4 2021 | 5 |
Penbrook Management LLC | 5 | 5 | 0.68% | 1.03% | 1.35% | Q4 2019 | Q4 2020 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Teza Capital Management LLC | 3 | 1 | 0.03% | 0.09% | 0.21% | Q4 2021 | Q3 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
West Family Investments, Inc. | 5 | 5 | 0.38% | 2.64% | 9.28% | Q4 2019 | Q4 2020 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 5 |
Meiji Yasuda Asset Management Co Ltd. | 5 | 5 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q1 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 5 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Point72 Hong Kong Ltd | 1 | 1 | 0.01% | 0.11% | 0.34% | Q3 2019 | Q4 2021 | 4 |
Slate Path Capital LP | 4 | 4 | 0.15% | 0.61% | 1.05% | Q3 2022 | Q2 2023 | 4 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Verde Servicos Internacionais S.A. | 4 | 4 | 0.23% | 0.50% | 0.91% | Q3 2021 | Q2 2022 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q4 2020 | Q3 2022 | 4 |
Price Wealth, LLC | 4 | 4 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q3 2020 | 4 |
Tarbox Family Office, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 4 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.77% | 1.53% | Q2 2020 | Q4 2021 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.12% | 0.15% | 0.22% | Q4 2019 | Q3 2020 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.11% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.22% | 0.39% | 0.57% | Q3 2020 | Q2 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.16% | 0.46% | Q3 2019 | Q3 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
StoneX Group Inc. | 3 | 1 | 0.04% | 2.43% | 9.59% | Q4 2020 | Q1 2022 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Lombard Odier Asset Management (USA) Corp | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 4 | 4 | 0.30% | 3.95% | 9.24% | Q4 2020 | Q3 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arnhold LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
World Asset Management Inc | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
APOGEM CAPITAL LLC | 4 | 4 | 0.51% | 0.64% | 0.74% | Q4 2020 | Q3 2021 | 4 |
Elequin Capital, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Vectors Research Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.12% | 0.23% | Q3 2020 | Q4 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Lisanti Capital Growth, LLC | 4 | 4 | 0.18% | 0.37% | 0.69% | Q4 2019 | Q3 2020 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Dai-ichi Life Insurance Company, Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Keenan Capital, LLC | 4 | 4 | 1.64% | 4.04% | 7.28% | Q3 2019 | Q2 2020 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Redpoint Investment Management Pty Ltd | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.30% | 0.90% | Q3 2019 | Q4 2022 | 4 |
Firsthand Capital Management, Inc. | 4 | 4 | 2.64% | 3.46% | 4.12% | Q2 2020 | Q1 2021 | 4 |
AGF Investments LLC | 3 | 1 | 0.07% | 0.09% | 0.13% | Q4 2020 | Q1 2022 | 4 |
Norinchukin Bank, The | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Wealthfront Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Selkirk Management LLC | 4 | 4 | 0.36% | 0.70% | 1.10% | Q4 2020 | Q3 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.04% | 0.40% | 0.91% | Q1 2020 | Q4 2020 | 4 |
Must Asset Management Inc. | 4 | 4 | 0.12% | 1.86% | 4.17% | Q4 2021 | Q3 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PLUSTICK MANAGEMENT LLC | 3 | 1 | 0.11% | 1.11% | 3.85% | Q1 2022 | Q3 2023 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q2 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Xcel Wealth Management, LLC | 3 | 1 | 0.08% | 0.20% | 0.50% | Q4 2019 | Q2 2021 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
F/M Investments LLC | 3 | 1 | 1.39% | 2.21% | 2.66% | Q4 2020 | Q2 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.02% | 0.11% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SQN Investors LP | 4 | 4 | 2.54% | 3.62% | 4.63% | Q4 2020 | Q3 2021 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.11% | 0.42% | 0.57% | Q4 2019 | Q4 2020 | 4 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Souders Financial Advisors | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 1 | 0.10% | 0.44% | 1.20% | Q4 2019 | Q3 2021 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.03% | 0.46% | 0.74% | Q4 2020 | Q3 2021 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.34% | 0.52% | 0.68% | Q2 2020 | Q1 2021 | 4 |
ING GROEP NV | 4 | 4 | 0.00% | 0.17% | 0.35% | Q1 2021 | Q4 2021 | 4 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2021 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 4 |
LifePro Asset Management | 4 | 4 | 6.19% | 7.38% | 8.44% | Q2 2020 | Q1 2021 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Antara Capital LP | 4 | 4 | 0.08% | 0.44% | 0.71% | Q1 2022 | Q4 2022 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SONA ASSET MANAGEMENT (US) LLC | 4 | 4 | 0.06% | 0.21% | 0.42% | Q1 2022 | Q4 2022 | 4 |
Athanor Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q1 2021 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.14% | 0.30% | Q1 2021 | Q2 2023 | 4 |
Marathon Trading Investment Management LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
SITTNER & NELSON, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.13% | 0.30% | 0.44% | Q3 2020 | Q2 2021 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 0.64% | 0.77% | 0.89% | Q4 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Savior LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 4 |
NZS Capital, LLC | 3 | 3 | 0.51% | 0.72% | 0.89% | Q2 2021 | Q4 2021 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Broad Bay Capital Management, LP | 3 | 3 | 0.86% | 1.18% | 1.68% | Q1 2022 | Q3 2022 | 3 |
Alta Wealth Advisors LLC | 2 | 1 | 0.13% | 0.21% | 0.32% | Q2 2021 | Q2 2022 | 3 |
FCF Advisors LLC | 2 | 1 | 0.18% | 0.61% | 0.83% | Q2 2020 | Q1 2021 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
TFC Financial Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.35% | 1.26% | 2.34% | Q4 2019 | Q2 2020 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
ThornTree Capital Partners LP | 3 | 3 | 1.22% | 1.74% | 2.17% | Q2 2020 | Q4 2020 | 3 |
Avalon Global Asset Management LLC | 3 | 3 | 0.52% | 0.69% | 0.99% | Q1 2021 | Q3 2021 | 3 |
Oak Thistle LLC | 1 | 1 | 0.18% | 0.23% | 0.26% | Q1 2022 | Q2 2023 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Islet Management, LP | 2 | 1 | 0.28% | 0.67% | 1.02% | Q3 2020 | Q3 2021 | 3 |
683 Capital Management, LLC | 2 | 1 | 0.11% | 0.14% | 0.16% | Q2 2022 | Q2 2023 | 3 |
Sciencast Management LP | 1 | 1 | 0.17% | 0.20% | 0.24% | Q2 2020 | Q4 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.10% | 0.29% | 0.45% | Q3 2020 | Q1 2021 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Nishkama Capital, LLC | 3 | 3 | 0.07% | 0.90% | 2.04% | Q1 2022 | Q3 2022 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Nippon Life Global Investors Americas, Inc. | 3 | 3 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Prospect Capital Advisors, LLC | 3 | 3 | 0.06% | 0.11% | 0.19% | Q1 2022 | Q3 2022 | 3 |
BAMCO INC /NY/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.26% | 0.39% | 0.45% | Q4 2020 | Q2 2021 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.18% | 0.26% | 0.34% | Q2 2020 | Q4 2020 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.13% | 0.33% | 0.45% | Q4 2019 | Q4 2021 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Carson Advisory Inc. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
SCOUT INVESTMENTS, INC. | 3 | 3 | 0.04% | 0.14% | 0.30% | Q3 2020 | Q1 2021 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Geneva Partners, LLC | 3 | 3 | 0.33% | 0.38% | 0.41% | Q1 2020 | Q3 2020 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q1 2022 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.27% | 0.43% | 0.59% | Q3 2020 | Q3 2021 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
F3Logic, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Vanguard Personalized Indexing Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 3 |
Canvas Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.11% | 0.19% | Q1 2022 | Q3 2022 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
D1 Capital Partners L.P. | 3 | 3 | 1.70% | 2.75% | 3.35% | Q1 2021 | Q3 2021 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.52% | 1.54% | 2.39% | Q3 2020 | Q3 2021 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.13% | 0.18% | 0.25% | Q1 2021 | Q3 2021 | 3 |
Gordian Capital Singapore Pte Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NN Investment Partners Holdings N.V. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Octahedron Capital Management L.P. | 2 | 2 | 1.15% | 4.03% | 5.51% | Q4 2021 | Q1 2022 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2023 | 3 |
Alta Park Capital, LP | 2 | 1 | 1.39% | 2.67% | 4.95% | Q4 2019 | Q4 2020 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q2 2021 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.16% | 0.26% | 0.44% | Q3 2020 | Q1 2021 | 3 |
Greenwoods Asset Management Hong Kong Ltd. | 3 | 3 | 0.16% | 0.32% | 0.60% | Q3 2021 | Q1 2022 | 3 |
VIKING GLOBAL INVESTORS LP | 3 | 3 | 0.20% | 0.72% | 1.55% | Q2 2021 | Q4 2021 | 3 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clearline Capital LP | 2 | 1 | 0.20% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.14% | 0.34% | 0.67% | Q2 2020 | Q2 2023 | 3 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q4 2022 | 3 |
Prentice Capital Management, LP | 3 | 3 | 9.08% | 9.24% | 9.45% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Polar Capital LLP | 3 | 3 | 0.09% | 0.60% | 1.09% | Q1 2020 | Q3 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.15% | 0.17% | 0.21% | Q4 2020 | Q3 2021 | 3 |
6elm Capital LP | 2 | 1 | 7.46% | 8.60% | 10.38% | Q4 2020 | Q3 2021 | 3 |
Lavaca Capital LLC | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2021 | 3 |
BP PLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.01% | 0.61% | 0.91% | Q1 2021 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.53% | 0.71% | 1.01% | Q3 2020 | Q1 2021 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.10% | 0.33% | 0.48% | Q2 2020 | Q4 2020 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 1.40% | 1.61% | 1.74% | Q1 2021 | Q3 2021 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Pennant Investors, LP | 3 | 3 | 1.23% | 4.59% | 7.63% | Q2 2021 | Q4 2021 | 3 |
MSD Partners, L.P. | 3 | 3 | 0.65% | 0.98% | 1.65% | Q1 2022 | Q3 2022 | 3 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Trexquant Investment LP | 2 | 1 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q2 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.10% | 0.15% | 0.25% | Q4 2020 | Q2 2021 | 3 |
GMT CAPITAL CORP | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 1.12% | 1.78% | 3.07% | Q2 2020 | Q4 2020 | 3 |
TFO Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Malaga Cove Capital, LLC | 2 | 1 | 0.10% | 0.14% | 0.17% | Q3 2020 | Q2 2021 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
EAM Investors, LLC | 2 | 1 | 0.32% | 0.39% | 0.52% | Q4 2019 | Q3 2020 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RMR Wealth Builders | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 2 |
Oder Investment Management, LLC | 2 | 2 | 0.63% | 0.67% | 0.72% | Q4 2020 | Q1 2021 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 2.33% | 2.91% | Q3 2019 | Q4 2021 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Crawford Lake Capital Management, LLC | 2 | 2 | 0.74% | 1.21% | 1.68% | Q4 2020 | Q1 2021 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Norman Fields, Gottscho Capital Management, LLC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q2 2021 | Q3 2021 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.77% | 2.82% | 2.88% | Q1 2021 | Q3 2021 | 2 |
LONG WALK MANAGEMENT LP | 2 | 2 | 7.43% | 10.29% | 13.15% | Q2 2021 | Q3 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Interval Partners, LP | 2 | 2 | 0.15% | 0.20% | 0.26% | Q3 2019 | Q4 2019 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GFG Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Zuckerman Investment Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Nitorum Capital, L.P. | 2 | 2 | 2.31% | 2.47% | 2.63% | Q2 2021 | Q3 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Tabor Asset Management, LP | 2 | 2 | 1.47% | 2.43% | 3.39% | Q4 2020 | Q1 2021 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.72% | 0.76% | 0.80% | Q1 2021 | Q2 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Majedie Asset Management Ltd | 2 | 2 | 0.26% | 0.27% | 0.29% | Q2 2021 | Q3 2021 | 2 |
Human Investing LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Joho Capital | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.84% | 1.00% | 1.15% | Q4 2020 | Q1 2021 | 2 |
Crestwood Capital Management, L.P. | 2 | 2 | 1.16% | 1.47% | 1.78% | Q3 2020 | Q4 2020 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2019 | Q1 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 0.06% | 1.90% | 3.75% | Q4 2019 | Q2 2021 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.19% | 0.45% | 0.72% | Q4 2019 | Q4 2020 | 2 |
OSTRUM ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Durable Capital Partners LP | 2 | 2 | 0.39% | 0.96% | 1.52% | Q4 2021 | Q1 2022 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TB Alternative Assets Ltd. | 1 | 1 | 0.24% | 0.65% | 1.06% | Q3 2020 | Q3 2023 | 2 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 2 |
Calixto Global Investors, LP | 2 | 2 | 9.86% | 12.06% | 14.26% | Q3 2020 | Q4 2020 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q1 2021 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q2 2021 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MYDA Advisors LLC | 2 | 2 | 0.36% | 1.16% | 1.96% | Q1 2020 | Q2 2020 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2019 | Q4 2019 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Discovery Value Fund | 2 | 2 | 3.29% | 4.13% | 4.96% | Q4 2020 | Q1 2021 | 2 |
Qtron Investments LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Intrepid Financial Planning Group LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Tairen Capital Ltd | 1 | 1 | 0.11% | 0.55% | 1.00% | Q2 2020 | Q3 2021 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Parcion Private Wealth LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.19% | 0.24% | 0.28% | Q4 2020 | Q1 2021 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.18% | 0.27% | 0.36% | Q4 2019 | Q4 2020 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2019 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Warberg Asset Management LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2021 | 2 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.03% | 0.57% | 1.12% | Q4 2021 | Q4 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 2 | 2 | 2.95% | 4.56% | 6.17% | Q1 2021 | Q2 2021 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.36% | 1.54% | 1.71% | Q2 2021 | Q3 2021 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Atom Investors LP | 1 | 1 | 0.09% | 0.28% | 0.47% | Q1 2020 | Q4 2021 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
RBF Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Anson Funds Management LP | 2 | 2 | 0.30% | 0.42% | 0.53% | Q3 2020 | Q4 2020 | 2 |
Old West Investment Management, LLC | 2 | 2 | 0.44% | 0.45% | 0.47% | Q1 2021 | Q2 2021 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
EMS Capital LP | 2 | 2 | 4.44% | 4.63% | 4.82% | Q2 2021 | Q3 2021 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ergoteles LLC | 2 | 2 | 0.26% | 0.37% | 0.48% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Greenvale Capital LLP | 1 | 1 | 5.49% | 12.23% | 18.97% | Q1 2021 | Q4 2021 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ADAMS STREET PARTNERS LLC | 2 | 2 | 0.34% | 0.46% | 0.59% | Q4 2020 | Q1 2021 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 2 |
Pariax, LLC | 1 | 1 | 0.02% | 0.51% | 0.99% | Q4 2021 | Q4 2021 | 2 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.31% | 0.53% | 0.75% | Q3 2020 | Q1 2021 | 2 |
Marathon Partners Equity Management, LLC | 2 | 2 | 0.46% | 0.57% | 0.68% | Q4 2021 | Q1 2022 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 2 |
FORMULA GROWTH LTD | 2 | 2 | 0.34% | 0.39% | 0.44% | Q2 2022 | Q3 2022 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Hidden Lake Asset Management LP | 2 | 2 | 3.00% | 5.32% | 7.64% | Q3 2020 | Q4 2020 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Eidelman Virant Capital | 1 | 1 | 0.35% | 0.57% | 0.79% | Q1 2021 | Q4 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INHERENT GROUP, LP | 1 | 1 | 0.36% | 0.46% | 0.56% | Q2 2021 | Q4 2022 | 2 |
E Fund Management Co., Ltd. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q1 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Nokota Management, LP | 1 | 1 | 0.11% | 0.50% | 0.90% | Q3 2019 | Q4 2021 | 2 |
Aperio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
NWK Group, Inc. | 2 | 2 | 1.24% | 1.46% | 1.67% | Q4 2020 | Q1 2021 | 2 |
PDT Partners, LLC | 2 | 2 | 0.19% | 0.30% | 0.41% | Q4 2020 | Q1 2021 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Corton Capital Inc. | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
MAKENA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.94% | 0.98% | 1.02% | Q4 2021 | Q1 2022 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.10% | 0.24% | 0.37% | Q4 2019 | Q4 2020 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 2 |
Parian Global Management LP | 2 | 2 | 1.74% | 2.39% | 3.04% | Q2 2020 | Q3 2020 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.30% | 0.43% | 0.55% | Q2 2020 | Q2 2021 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Ensemble Capital Management | 2 | 2 | 0.78% | 0.79% | 0.81% | Q4 2021 | Q1 2022 | 2 |
Atlas Principals, LLC | 2 | 2 | 0.67% | 0.92% | 1.16% | Q2 2021 | Q3 2021 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 2 | 2 | 3.18% | 6.00% | 8.81% | Q4 2021 | Q1 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Integrated Investment Consultants, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q4 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenhouse Wealth Management, LLC | 2 | 2 | 0.72% | 0.81% | 0.90% | Q4 2020 | Q1 2021 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Shellback Capital, LP | 1 | 1 | 0.17% | 0.20% | 0.24% | Q3 2019 | Q1 2021 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 1.10% | 1.37% | 1.63% | Q4 2020 | Q1 2021 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2022 | 2 |
CLOVERFIELDS CAPITAL GROUP, LP | 2 | 2 | 0.11% | 0.42% | 0.73% | Q3 2021 | Q4 2021 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.96% | 0.99% | 1.02% | Q3 2021 | Q4 2021 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.20% | 0.40% | Q4 2021 | Q4 2022 | 2 |
Tredje AP-fonden | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Nierenberg Investment Management Company, Inc. | 2 | 2 | 0.17% | 0.22% | 0.28% | Q1 2023 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Diametric Capital, LP | 1 | 1 | 0.77% | 0.82% | 0.87% | Q4 2019 | Q2 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Monaco Asset Management SAM | 2 | 2 | 0.03% | 0.18% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.57% | 1.20% | 1.83% | Q3 2020 | Q4 2020 | 2 |
Anatole Investment Management Ltd | 2 | 2 | 9.78% | 13.69% | 17.61% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Hound Partners | 1 | 1 | 0.10% | 0.39% | 0.69% | Q4 2019 | Q4 2019 | 2 |
Fore Capital, LLC | 2 | 2 | 0.09% | 0.28% | 0.47% | Q1 2020 | Q2 2020 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WT Wealth Management | 2 | 2 | 0.14% | 0.27% | 0.41% | Q3 2020 | Q4 2020 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Winslow Capital Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Bray Capital Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Newtyn Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2019 | Q4 2019 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
GREENOAKS CAPITAL PARTNERS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Invictus RG | 1 | 1 | 2.38% | 2.38% | 2.38% | Q1 2020 | Q1 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Riley Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2019 | Q3 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Black Diamond Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Philosophy Capital Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Alden Global Capital LLC | 1 | 1 | 3.88% | 3.88% | 3.88% | Q4 2021 | Q4 2021 | 1 |
Metavasi Capital LP | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2022 | Q4 2022 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2020 | Q3 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Violich Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
Atreides Management, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Synergy Financial Group, LTD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Strategic Investment Opportunities LLC | 1 | 1 | 5.79% | 5.79% | 5.79% | Q4 2021 | Q4 2021 | 1 |
Kinetic Partners Management, LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EMJ Capital Ltd. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2020 | Q4 2020 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2020 | Q4 2020 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Portland Hill Asset Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Connacht Asset Management LP | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2021 | Q2 2021 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CastleKnight Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2020 | Q4 2020 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AKUNA SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2021 | Q1 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2019 | Q3 2019 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
XN Exponent Advisors LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2021 | Q3 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Murchinson Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2021 | Q4 2021 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
L1 Capital Pty Ltd | 1 | 1 | 7.26% | 7.26% | 7.26% | Q2 2020 | Q2 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q3 2021 | Q3 2021 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MAK CAPITAL ONE LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Maple Rock Capital Partners | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2019 | Q4 2019 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carl P. Sherr & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCW GROUP INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BREAKLINE CAPITAL LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2020 | Q3 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2021 | Q4 2021 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Caledonia (Private) Investments Pty Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
GVO Asset Management Ltd | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2019 | Q4 2019 | 1 |
Birch Grove Capital LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
1623 Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Global Thematic Partners, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2020 | Q1 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wahed Invest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
YALE UNIVERSITY | 1 | 1 | 5.18% | 5.18% | 5.18% | Q4 2020 | Q4 2020 | 1 |
PITCAIRN CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Schusterman Interests, LLC | 1 | 1 | 7.72% | 7.72% | 7.72% | Q4 2021 | Q4 2021 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sachem Head Capital | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2021 | Q4 2021 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Numerai GP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2021 | Q1 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2021 | Q3 2021 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2020 | Q1 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SCGE MANAGEMENT, L.P. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2020 | Q1 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SCS Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PA Capital LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Comprehensive Financial Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kingsbury Capital Investment Advisors LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GENERAL ATLANTIC, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
IRON Financial LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 6.24% | 6.24% | 6.24% | Q2 2021 | Q2 2021 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tejara Capital Ltd | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
SRS Investment Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2021 | Q1 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2020 | Q4 2020 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2019 | Q3 2019 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2020 | Q4 2020 | 1 |
Third Point | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Sculati Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UNTITLED INVESTMENTS LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
GGV Capital LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2021 | Q4 2021 | 1 |
KPCB DGF III Associates, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own PELOTON INTERACTIVE INC or have owned PELOTON INTERACTIVE INC in the past.