Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 13 | 0.00% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 39 |
Cutler Group LLC / CA | 13 | 13 | 0.02% | 0.21% | 0.60% | Q3 2020 | Q3 2023 | 39 |
Citadel Advisors | 13 | 13 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 39 |
UBS Group AG | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 37 |
PEAK6 Investments LLC | 13 | 13 | 0.00% | 0.15% | 0.54% | Q3 2020 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.06% | 0.22% | Q3 2020 | Q3 2023 | 34 |
WOLVERINE TRADING, LLC | 7 | 4 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 33 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.14% | 0.34% | Q4 2020 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 13 | 13 | 0.00% | 0.04% | 0.18% | Q3 2020 | Q3 2023 | 32 |
D. E. Shaw & Co., Inc. | 10 | 1 | 0.00% | 0.07% | 0.40% | Q4 2020 | Q3 2023 | 30 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 30 |
Creative Planning | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 10 | 10 | 0.00% | 0.16% | 0.44% | Q2 2021 | Q3 2023 | 27 |
TUDOR INVESTMENT CORP ET AL | 13 | 13 | 0.00% | 0.06% | 0.26% | Q3 2020 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 24 |
Squarepoint Ops LLC | 9 | 3 | 0.00% | 0.08% | 0.43% | Q3 2020 | Q3 2023 | 24 |
HAP Trading, LLC | 12 | 12 | 0.00% | 0.04% | 0.46% | Q4 2020 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.05% | 0.35% | Q3 2020 | Q3 2023 | 23 |
Cubist Systematic Strategies, LLC | 12 | 12 | 0.00% | 0.07% | 0.24% | Q4 2020 | Q3 2023 | 22 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 20 |
NOMURA HOLDINGS INC | 8 | 3 | 0.00% | 0.03% | 0.26% | Q4 2020 | Q3 2023 | 19 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 19 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 19 |
Walleye Capital LLC | 5 | 4 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Centiva Capital, LP | 7 | 1 | 0.01% | 0.07% | 0.31% | Q4 2020 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 17 |
Royal Fund Management, LLC | 11 | 11 | 0.08% | 0.36% | 0.58% | Q1 2021 | Q3 2023 | 17 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.06% | 0.24% | Q3 2020 | Q3 2023 | 17 |
XR Securities LLC | 7 | 1 | 0.01% | 0.08% | 0.22% | Q4 2020 | Q3 2023 | 17 |
Draper Asset Management, LLC | 11 | 11 | 0.01% | 0.78% | 1.39% | Q1 2021 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 15 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.15% | 0.83% | Q1 2021 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.04% | 0.20% | Q3 2020 | Q3 2023 | 15 |
HOEY INVESTMENTS, INC | 8 | 2 | 0.02% | 0.19% | 0.42% | Q3 2020 | Q3 2023 | 14 |
Calamos Advisors LLC | 13 | 13 | 0.00% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.03% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 13 | 13 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Sandy Spring Bank | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BESSEMER GROUP INC | 13 | 13 | 0.07% | 0.14% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Silver Lake Group, L.L.C. | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.01% | 0.03% | 0.16% | Q3 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Swiss National Bank | 13 | 13 | 0.02% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
ICONIQ Capital, LLC | 13 | 13 | 6.14% | 35.85% | 85.15% | Q3 2020 | Q3 2023 | 13 |
BARCLAYS PLC | 7 | 7 | 0.01% | 0.03% | 0.16% | Q1 2022 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.10% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.01% | 0.04% | 0.21% | Q3 2020 | Q3 2023 | 13 |
DFPG INVESTMENTS, LLC | 13 | 13 | 0.24% | 0.70% | 1.63% | Q3 2020 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 13 | 13 | 0.02% | 0.09% | 0.20% | Q3 2020 | Q3 2023 | 13 |
JNBA Financial Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
VANGUARD GROUP INC | 13 | 13 | 0.01% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Asset Management Co., Ltd. | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
NORDEA INVESTMENT MANAGEMENT AB | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Twin Tree Management, LP | 6 | 1 | 0.02% | 0.07% | 0.24% | Q3 2021 | Q3 2023 | 13 |
CNB Bank | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DekaBank Deutsche Girozentrale | 13 | 13 | 0.01% | 0.15% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Altimeter Capital Management | 13 | 13 | 1.78% | 44.73% | 61.79% | Q3 2020 | Q3 2023 | 13 |
BRYN MAWR TRUST Co | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BAMCO INC /NY/ | 13 | 13 | 0.15% | 0.22% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Nuveen Asset Management, LLC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 13 | 13 | 0.01% | 0.10% | 0.29% | Q3 2020 | Q3 2023 | 13 |
GLYNN CAPITAL MANAGEMENT LLC | 13 | 13 | 2.27% | 4.64% | 7.14% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 12 | 12 | 0.00% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Allianz Asset Management GmbH | 13 | 13 | 0.00% | 0.13% | 0.36% | Q3 2020 | Q3 2023 | 13 |
GILDER GAGNON HOWE & CO LLC | 13 | 13 | 0.21% | 0.48% | 0.84% | Q3 2020 | Q3 2023 | 13 |
Asset Management One Co., Ltd. | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Invesco Ltd. | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BlackRock Inc. | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Legal & General Group Plc | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 13 | 0.01% | 0.07% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Alberta Investment Management Corp | 13 | 13 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 13 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
LA FINANCIERE DE L'ECHIQUIER | 13 | 13 | 0.77% | 1.60% | 2.26% | Q3 2020 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 13 | 13 | 0.01% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
NEW YORK STATE COMMON RETIREMENT FUND | 13 | 13 | 0.00% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Management Co Ltd | 13 | 13 | 3.42% | 13.93% | 33.01% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Arizona State Retirement System | 13 | 13 | 0.01% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 13 | 13 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Berkshire Hathaway | 13 | 13 | 0.28% | 0.45% | 0.65% | Q3 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 13 | 0.01% | 0.12% | 0.19% | Q3 2020 | Q3 2023 | 13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 13 | 13 | 0.01% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Temasek Holdings (Private) Ltd | 13 | 13 | 0.97% | 1.28% | 1.71% | Q3 2020 | Q3 2023 | 13 |
FIL Ltd | 13 | 13 | 0.00% | 0.11% | 0.34% | Q3 2020 | Q3 2023 | 13 |
PITCAIRN CO | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sepio Capital, LP | 13 | 13 | 0.03% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 13 |
MEANS INVESTMENT CO., INC. | 13 | 13 | 0.15% | 0.39% | 0.68% | Q3 2020 | Q3 2023 | 13 |
TIGER GLOBAL MANAGEMENT LLC | 13 | 13 | 0.88% | 2.63% | 5.88% | Q3 2020 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.07% | 0.31% | 0.55% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 13 | 0.11% | 0.17% | 0.30% | Q3 2020 | Q3 2023 | 13 |
US BANCORP \DE\ | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.04% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
JENNISON ASSOCIATES LLC | 13 | 13 | 0.00% | 0.72% | 1.07% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
JANUS HENDERSON GROUP PLC | 13 | 13 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | 13 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ALLIANCEBERNSTEIN L.P. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IFM Investors Pty Ltd | 13 | 13 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KG&L Capital Management,LLC | 13 | 13 | 0.17% | 0.66% | 1.18% | Q3 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
STRS OHIO | 13 | 13 | 0.00% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 13 | 13 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.07% | 0.36% | 0.69% | Q3 2020 | Q3 2023 | 13 |
Sands Capital Management | 13 | 13 | 1.02% | 2.29% | 3.42% | Q3 2020 | Q3 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TCW GROUP INC | 13 | 13 | 0.25% | 0.67% | 0.98% | Q3 2020 | Q3 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 0.94% | 1.60% | 2.44% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 6 | 3 | 0.00% | 0.08% | 0.31% | Q2 2021 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PRINCIPAL FINANCIAL GROUP INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Dragoneer Investment Group | 13 | 13 | 1.01% | 10.02% | 21.90% | Q3 2020 | Q3 2023 | 13 |
STATE STREET CORP | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Baillie Gifford | 13 | 13 | 0.16% | 0.55% | 0.82% | Q3 2020 | Q3 2023 | 13 |
KBC Group NV | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.21% | 0.33% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Peninsula Wealth, LLC | 12 | 12 | 1.57% | 3.99% | 17.43% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
D1 Capital Partners L.P. | 12 | 12 | 0.64% | 2.82% | 6.03% | Q3 2020 | Q2 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Man Group plc | 8 | 4 | 0.00% | 0.05% | 0.23% | Q3 2020 | Q3 2023 | 12 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.01% | 0.07% | 0.21% | Q3 2020 | Q3 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.21% | 0.44% | 0.69% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.03% | 2.07% | 3.09% | Q3 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.05% | 0.23% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Adero Partners, LLC | 11 | 1 | 0.18% | 3.56% | 7.40% | Q3 2020 | Q3 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.00% | 0.10% | 0.18% | Q3 2020 | Q2 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Comprehensive Financial Management LLC | 12 | 12 | 0.30% | 0.40% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Bank Pictet & Cie (Europe) AG | 12 | 12 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Robeco Institutional Asset Management B.V. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Korea Investment CORP | 12 | 12 | 0.00% | 0.12% | 0.25% | Q4 2020 | Q3 2023 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 2 | 0.02% | 0.10% | 0.37% | Q3 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BEACON FINANCIAL GROUP | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Summit Trail Advisors, LLC | 12 | 12 | 0.20% | 1.53% | 6.29% | Q4 2020 | Q3 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.01% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE CAPITAL HOLDINGS INC | 12 | 12 | 0.00% | 4.57% | 7.96% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisory, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 12 | 0.05% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 7 | 5 | 0.00% | 0.06% | 0.49% | Q3 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Highlander Capital Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Crystal Rock Capital Management | 12 | 12 | 0.38% | 0.96% | 4.36% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.02% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.31% | 0.44% | 0.56% | Q4 2020 | Q3 2023 | 12 |
APG Asset Management N.V. | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Avalon Global Asset Management LLC | 11 | 11 | 2.02% | 3.35% | 5.41% | Q1 2021 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.03% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Compagnie Lombard Odier SCmA | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q2 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 12 | 12 | 0.01% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
abrdn plc | 9 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Verition Fund Management LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 12 |
LAKE STREET FINANCIAL LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 12 | 12 | 0.61% | 2.61% | 3.48% | Q4 2020 | Q3 2023 | 12 |
Stony Point Capital LLC | 12 | 12 | 0.52% | 2.83% | 4.20% | Q3 2020 | Q2 2023 | 12 |
PANAGORA ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.05% | 0.79% | 1.71% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Madrona Venture Group, LLC | 12 | 12 | 33.06% | 54.72% | 97.23% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.27% | 0.67% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SHELL ASSET MANAGEMENT CO | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SC US (TTGP), LTD. | 11 | 1 | 18.36% | 23.85% | 42.24% | Q3 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.06% | 0.28% | Q4 2020 | Q3 2023 | 12 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 5 | 0.03% | 0.13% | 0.27% | Q3 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.02% | 0.16% | 0.30% | Q1 2021 | Q3 2023 | 11 |
HHLR ADVISORS, LTD. | 11 | 11 | 0.14% | 0.32% | 0.80% | Q3 2020 | Q1 2023 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 2 | 0.00% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.15% | 0.23% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
180 WEALTH ADVISORS, LLC | 11 | 11 | 0.12% | 0.28% | 0.39% | Q1 2021 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q4 2023 | 11 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
LYELL WEALTH MANAGEMENT, LP | 11 | 11 | 0.42% | 0.61% | 0.84% | Q1 2021 | Q3 2023 | 11 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 2 | 0.10% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Independent Advisor Alliance | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
PROFUND ADVISORS LLC | 11 | 11 | 0.10% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MAKENA CAPITAL MANAGEMENT LLC | 11 | 11 | 5.00% | 21.42% | 45.13% | Q1 2021 | Q3 2023 | 11 |
Caprock Group, LLC | 11 | 11 | 0.02% | 0.05% | 0.17% | Q1 2021 | Q3 2023 | 11 |
SWS Partners | 11 | 11 | 0.88% | 1.34% | 1.94% | Q1 2021 | Q3 2023 | 11 |
Blue Fin Capital, Inc. | 11 | 11 | 0.11% | 0.22% | 0.33% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Alta Wealth Advisors LLC | 11 | 11 | 0.31% | 0.47% | 0.70% | Q1 2021 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.07% | 0.12% | 0.23% | Q1 2021 | Q3 2023 | 11 |
MONETARY MANAGEMENT GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 4 | 0.00% | 0.01% | 0.07% | Q1 2021 | Q4 2023 | 11 |
NATIXIS | 9 | 2 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Northside Capital Management, LLC | 11 | 11 | 0.32% | 2.18% | 5.07% | Q1 2021 | Q3 2023 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 2 | 0.01% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 11 | 11 | 0.16% | 0.24% | 0.39% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.18% | 0.27% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TIEDEMANN ADVISORS, LLC | 11 | 11 | 0.15% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Growth Interface Management LLC | 11 | 11 | 8.31% | 16.61% | 22.26% | Q1 2021 | Q3 2023 | 11 |
Steadview Capital Management LLC | 10 | 1 | 2.22% | 8.10% | 12.96% | Q4 2020 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Chescapmanager LLC | 6 | 1 | 0.26% | 2.27% | 3.70% | Q2 2021 | Q3 2023 | 11 |
FRED ALGER MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.18% | 0.65% | Q3 2020 | Q3 2023 | 11 |
DIMENSION CAPITAL MANAGEMENT LLC | 11 | 11 | 0.11% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PUTNAM INVESTMENTS LLC | 8 | 3 | 0.00% | 0.03% | 0.17% | Q3 2020 | Q3 2023 | 11 |
Freestone Capital Holdings, LLC | 9 | 2 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 11 |
Renaissance Capital LLC | 11 | 11 | 1.76% | 7.31% | 10.68% | Q4 2020 | Q2 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SIGMA INVESTMENT COUNSELORS INC | 11 | 11 | 0.14% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Polar Capital Holdings Plc | 11 | 11 | 0.22% | 0.39% | 0.76% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BROWN ADVISORY INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
LAZARD ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AtonRa Partners | 11 | 11 | 0.50% | 0.76% | 1.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Rokos Capital Management LLP | 8 | 1 | 0.06% | 0.84% | 4.93% | Q3 2020 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 11 | 11 | 0.11% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
First Washington CORP | 11 | 11 | 0.41% | 1.27% | 1.96% | Q1 2021 | Q3 2023 | 11 |
PDT Partners, LLC | 11 | 11 | 0.06% | 0.42% | 0.70% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Utah Retirement Systems | 11 | 11 | 0.01% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
HARTLINE INVESTMENT CORP/ | 7 | 4 | 0.06% | 1.14% | 2.26% | Q4 2020 | Q3 2023 | 11 |
Parkwood LLC | 9 | 2 | 0.05% | 0.32% | 1.36% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 8 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.24% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Circle Wealth Management, LLC | 11 | 11 | 0.02% | 0.13% | 0.27% | Q1 2021 | Q3 2023 | 11 |
B & T Capital Management DBA Alpha Capital Management | 10 | 10 | 0.06% | 0.32% | 1.36% | Q2 2021 | Q3 2023 | 10 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 4 | 1 | 0.03% | 0.40% | 0.85% | Q1 2021 | Q3 2023 | 10 |
NVWM, LLC | 5 | 5 | 0.00% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.04% | 0.08% | 0.22% | Q2 2021 | Q3 2023 | 10 |
SCGE MANAGEMENT, L.P. | 10 | 10 | 1.64% | 2.67% | 4.14% | Q3 2020 | Q4 2022 | 10 |
AFT, FORSYTH & COMPANY, INC. | 10 | 10 | 0.22% | 0.40% | 0.70% | Q2 2021 | Q3 2023 | 10 |
DnB Asset Management AS | 10 | 10 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q4 2023 | 10 |
Leelyn Smith, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 10 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 10 |
Optimus Prime Fund Management Co., Ltd. | 10 | 10 | 0.40% | 6.29% | 12.66% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Granger Management LLC | 10 | 10 | 0.07% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DDD Partners, LLC | 6 | 4 | 0.51% | 0.74% | 1.14% | Q1 2021 | Q3 2023 | 10 |
Alight Capital Management LP | 7 | 3 | 0.40% | 0.98% | 1.59% | Q1 2021 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FORSTA AP-FONDEN | 10 | 10 | 0.01% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Burleson & Company, LLC | 9 | 9 | 0.00% | 2.56% | 4.17% | Q4 2020 | Q4 2022 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VOYA INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.01% | 0.09% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 10 | 0.15% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Allen Investment Management, LLC | 10 | 10 | 0.23% | 0.33% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
American Assets Investment Management, LLC | 10 | 10 | 0.05% | 0.29% | 0.61% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Joseph P. Lucia & Associates, LLC | 7 | 3 | 0.00% | 3.49% | 32.60% | Q1 2021 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TFG Asset Management GP Ltd | 8 | 2 | 0.00% | 0.66% | 1.90% | Q3 2020 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.00% | 0.07% | 0.14% | Q3 2020 | Q4 2022 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.28% | 1.18% | Q3 2020 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 8 | 2 | 0.02% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 10 |
MAVERICK CAPITAL LTD | 10 | 10 | 0.00% | 0.79% | 1.43% | Q1 2021 | Q2 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ballentine Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Coatue Management | 10 | 10 | 0.36% | 3.54% | 6.59% | Q3 2020 | Q4 2022 | 10 |
Red Spruce Capital, LLC | 10 | 10 | 0.57% | 0.99% | 1.38% | Q3 2021 | Q4 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.07% | 0.19% | 0.51% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.06% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 9 | 1 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q3 2023 | 10 |
HAMILTON LANE ADVISORS LLC | 10 | 10 | 0.34% | 1.44% | 7.03% | Q1 2021 | Q2 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tsai Capital Corp | 10 | 10 | 3.14% | 5.16% | 7.18% | Q1 2021 | Q2 2023 | 10 |
Davidson Capital Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Soros Fund Management | 9 | 1 | 0.02% | 0.14% | 0.30% | Q1 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
GREENOAKS CAPITAL PARTNERS LLC | 10 | 10 | 0.03% | 3.12% | 5.68% | Q2 2021 | Q3 2023 | 10 |
Value Star Asset Management (Hong Kong) Ltd | 10 | 10 | 0.26% | 10.14% | 22.69% | Q2 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.07% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.10% | 0.41% | Q3 2020 | Q1 2023 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Calamos Wealth Management LLC | 10 | 10 | 0.02% | 0.17% | 0.42% | Q1 2021 | Q2 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Mariner, LLC | 10 | 10 | 0.05% | 0.10% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Intellectus Partners, LLC | 5 | 5 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Jackson Square Partners, LLC | 9 | 9 | 0.06% | 1.05% | 2.38% | Q3 2020 | Q3 2022 | 9 |
SteelPeak Wealth, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
REGIONS FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
SENTINEL TRUST CO LBA | 9 | 9 | 0.03% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 3.28% | 4.65% | 7.54% | Q3 2021 | Q3 2023 | 9 |
Trellus Management Company, LLC | 9 | 9 | 0.18% | 0.46% | 0.88% | Q1 2021 | Q1 2023 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Chicago Capital, LLC | 7 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Strategic Advisors LLC | 9 | 9 | 0.25% | 0.36% | 0.85% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.20% | 0.82% | Q3 2020 | Q4 2022 | 9 |
Pacer Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
ALPS ADVISORS INC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.02% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Freemont Management S.A. | 9 | 9 | 0.06% | 0.11% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Shay Capital LLC | 4 | 1 | 0.02% | 0.17% | 0.94% | Q1 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Belmont Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ethic Inc. | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.01% | 0.07% | 0.19% | Q3 2021 | Q3 2023 | 9 |
AVIVA PLC | 9 | 9 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.26% | 0.35% | 0.48% | Q3 2021 | Q3 2023 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.17% | 0.26% | 0.37% | Q3 2021 | Q3 2023 | 9 |
JEPPSON WEALTH MANAGEMENT, LLC | 8 | 1 | 0.09% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 9 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 8 | 1 | 0.15% | 0.98% | 2.22% | Q3 2020 | Q1 2023 | 9 |
STEPHENS INC /AR/ | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
ELEMENT POINTE ADVISORS, LLC | 7 | 2 | 0.05% | 0.17% | 0.38% | Q1 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.08% | 0.16% | Q3 2020 | Q4 2022 | 9 |
Tairen Capital Ltd | 4 | 1 | 0.27% | 2.24% | 10.96% | Q3 2020 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Meiji Yasuda Life Insurance Co | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.02% | 0.50% | 1.24% | Q3 2021 | Q3 2023 | 9 |
Banco Santander, S.A. | 5 | 4 | 0.00% | 0.05% | 0.35% | Q4 2020 | Q3 2023 | 9 |
Renaissance Technologies | 7 | 2 | 0.13% | 0.34% | 0.56% | Q2 2021 | Q3 2023 | 9 |
AXS Investments LLC | 8 | 1 | 0.29% | 0.61% | 1.16% | Q2 2021 | Q3 2023 | 9 |
ASPIRIANT, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.20% | 0.48% | Q4 2021 | Q4 2022 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.03% | 0.22% | Q3 2021 | Q3 2023 | 9 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Melqart Asset Management (UK) Ltd | 8 | 1 | 0.48% | 1.34% | 3.03% | Q1 2021 | Q3 2023 | 9 |
Meiji Yasuda Asset Management Co Ltd. | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
FEDERATED HERMES, INC. | 8 | 1 | 0.00% | 0.02% | 0.14% | Q3 2020 | Q1 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.34% | 1.14% | 2.22% | Q4 2021 | Q4 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.03% | 0.18% | Q3 2020 | Q3 2022 | 9 |
Sands Capital Ventures, LLC | 9 | 9 | 8.20% | 10.22% | 14.44% | Q3 2021 | Q3 2023 | 9 |
Motley Fool Asset Management LLC | 7 | 2 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q2 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Elo Mutual Pension Insurance Co | 9 | 9 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 5 | 4 | 0.33% | 0.82% | 1.80% | Q1 2021 | Q2 2023 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.20% | Q3 2011 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
EPIQ Capital Group, LLC | 9 | 9 | 0.06% | 0.28% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Andra AP-fonden | 5 | 1 | 0.01% | 0.11% | 0.22% | Q4 2020 | Q2 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IAM Advisory, LLC | 9 | 9 | 0.19% | 0.28% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Hudock, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Maryland State Retirement & Pension System | 5 | 4 | 0.07% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 9 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 1 | 0.01% | 0.94% | 3.40% | Q4 2020 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Dai-ichi Life Insurance Company, Ltd | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 8 | 8 | 0.05% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Privium Fund Management B.V. | 8 | 8 | 3.83% | 5.84% | 8.05% | Q4 2021 | Q3 2023 | 8 |
Bordeaux Wealth Advisors LLC | 8 | 8 | 0.26% | 0.37% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wildcat Capital Management, LLC | 6 | 1 | 0.09% | 0.74% | 1.48% | Q1 2021 | Q3 2023 | 8 |
Redpoint Management, LLC | 8 | 8 | 11.25% | 15.68% | 28.55% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.05% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Varma Mutual Pension Insurance Co | 6 | 2 | 0.13% | 0.25% | 0.62% | Q4 2020 | Q3 2023 | 8 |
COOKSON PEIRCE & CO INC | 6 | 2 | 0.03% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 8 |
HoyleCohen, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.39% | 0.84% | Q3 2020 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital International Investors | 5 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
EDBI Pte Ltd | 8 | 8 | 8.21% | 15.74% | 22.69% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 7 | 1 | 0.12% | 0.34% | 0.55% | Q3 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 8 | 8 | 8.16% | 14.76% | 23.42% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Diversified Trust Co | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Achmea Investment Management B.V. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.33% | 0.51% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Carroll Investors, Inc | 8 | 8 | 5.83% | 7.51% | 9.45% | Q4 2021 | Q3 2023 | 8 |
ARK Investment Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 8 |
CATALYST PRIVATE WEALTH, LLC | 7 | 1 | 0.01% | 0.30% | 0.42% | Q3 2020 | Q4 2023 | 8 |
Gotham Asset Management, LLC | 5 | 3 | 0.01% | 1.00% | 2.16% | Q2 2021 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Prospect Hill Management, LLC | 8 | 8 | 0.28% | 0.35% | 0.44% | Q1 2021 | Q4 2022 | 8 |
Gemmer Asset Management LLC | 6 | 1 | 0.00% | 0.22% | 0.54% | Q3 2020 | Q3 2023 | 8 |
JS Capital Management LLC | 5 | 1 | 0.41% | 6.14% | 17.95% | Q1 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.30% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Once Capital Management, LLC | 8 | 8 | 3.63% | 5.08% | 8.85% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.11% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 8 | 8 | 0.14% | 0.37% | 0.80% | Q2 2021 | Q1 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.44% | 0.54% | 0.67% | Q4 2021 | Q3 2023 | 8 |
MAPLELANE CAPITAL, LLC | 6 | 6 | 0.08% | 0.48% | 1.45% | Q3 2020 | Q4 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Partners, LLC | 8 | 8 | 0.06% | 0.58% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Blackstone Inc. | 4 | 3 | 0.00% | 0.28% | 0.78% | Q3 2020 | Q2 2022 | 8 |
VETAMER CAPITAL MANAGEMENT, L.P. | 7 | 7 | 1.05% | 2.06% | 2.70% | Q4 2021 | Q2 2023 | 8 |
Kessler Investment Group, LLC | 4 | 4 | 0.10% | 0.90% | 4.04% | Q4 2020 | Q2 2023 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.22% | 2.28% | 4.09% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
National Pension Service | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 7 | 1 | 0.00% | 0.13% | 0.29% | Q2 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.08% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
AMERICAN CENTURY COMPANIES INC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.02% | 0.56% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
3G Capital Partners | 7 | 1 | 3.40% | 6.04% | 9.60% | Q3 2020 | Q4 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cinctive Capital Management LP | 6 | 1 | 0.01% | 0.15% | 0.28% | Q3 2020 | Q3 2023 | 8 |
KLINGENSTEIN FIELDS & CO LP | 8 | 8 | 0.16% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 8 |
Institute for Wealth Management, LLC. | 8 | 8 | 0.04% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Alpha Square Group S LLC | 8 | 8 | 0.06% | 0.40% | 1.08% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.11% | 0.25% | Q1 2021 | Q3 2023 | 8 |
SpiderRock Advisors, LLC | 8 | 8 | 0.06% | 2.10% | 4.26% | Q1 2021 | Q4 2022 | 8 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Proficio Capital Partners LLC | 6 | 2 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Crossmark Global Holdings, Inc. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
1832 Asset Management L.P. | 6 | 2 | 0.00% | 0.24% | 0.41% | Q3 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.30% | 0.51% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.52% | 0.65% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Capital World Investors | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.07% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 7 | 1 | 1.22% | 2.84% | 7.31% | Q4 2020 | Q1 2023 | 8 |
Kore Private Wealth LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
D L CARLSON INVESTMENT GROUP INC | 8 | 8 | 0.28% | 0.53% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Jefferies Group LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q2 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.11% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Meritech Capital Associates VI L.L.C. | 8 | 8 | 37.23% | 53.98% | 93.00% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
SG3 Management, LLC | 4 | 1 | 0.02% | 0.36% | 1.46% | Q3 2020 | Q1 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Arden Trust Co | 7 | 7 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q4 2023 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 7 | 0.11% | 0.16% | 0.25% | Q1 2022 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.20% | 0.72% | Q4 2020 | Q1 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 6 | 1 | 0.00% | 0.07% | 0.16% | Q1 2021 | Q2 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.24% | 0.51% | Q1 2021 | Q4 2022 | 7 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2021 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.04% | 0.14% | 0.21% | Q1 2023 | Q3 2023 | 7 |
Trivest Advisors Ltd | 3 | 2 | 0.03% | 3.80% | 8.03% | Q1 2021 | Q2 2023 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Weiss Asset Management LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.08% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.21% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q2 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Oxler Private Wealth LLC | 6 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2022 | 7 |
NWAM LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 5 | 2 | 0.00% | 0.09% | 0.59% | Q4 2021 | Q3 2023 | 7 |
Regis Management CO LLC | 4 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Melvin Capital Management LP | 5 | 5 | 0.70% | 1.92% | 2.67% | Q1 2021 | Q1 2022 | 7 |
Simplify Asset Management Inc. | 6 | 1 | 0.02% | 0.07% | 0.22% | Q4 2020 | Q1 2023 | 7 |
CTC LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.17% | 0.27% | Q1 2021 | Q3 2022 | 7 |
SevenBridge Financial Group, LLC | 3 | 1 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Concentrum Wealth Management | 7 | 7 | 0.16% | 0.20% | 0.22% | Q3 2020 | Q1 2022 | 7 |
COMERICA BANK | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Nicholas Investment Partners, LP | 7 | 7 | 0.03% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.13% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 7 |
CAZ INVESTMENTS LP | 7 | 7 | 0.08% | 0.28% | 0.64% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Kayak Investment Partners LLC | 7 | 7 | 1.31% | 3.20% | 6.28% | Q4 2020 | Q2 2022 | 7 |
Integrated Advisors Network LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 7 |
Sandbox Financial Partners, LLC | 7 | 7 | 3.09% | 3.93% | 5.01% | Q1 2022 | Q3 2023 | 7 |
Think Investments LP | 7 | 7 | 0.24% | 1.92% | 4.86% | Q3 2020 | Q1 2022 | 7 |
AO Asset Management, LP | 7 | 7 | 0.30% | 1.33% | 1.85% | Q3 2020 | Q1 2022 | 7 |
North Fourth Asset Management, LP | 2 | 1 | 0.62% | 1.27% | 2.16% | Q1 2021 | Q2 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Stiles Financial Services Inc | 7 | 7 | 0.14% | 0.22% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.09% | 0.17% | 0.31% | Q3 2021 | Q1 2023 | 7 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.20% | 0.34% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Corient Capital Partners, LLC | 7 | 7 | 0.05% | 0.15% | 0.36% | Q1 2021 | Q3 2022 | 7 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Canton Hathaway, LLC | 4 | 3 | 0.04% | 0.12% | 0.28% | Q3 2021 | Q2 2023 | 7 |
In-Depth Partners, LLC | 7 | 7 | 3.14% | 3.59% | 4.33% | Q1 2022 | Q3 2023 | 7 |
Corton Capital Inc. | 7 | 7 | 0.21% | 0.48% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Employees Retirement System of Texas | 4 | 1 | 0.00% | 0.08% | 0.17% | Q3 2020 | Q2 2023 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.03% | 0.75% | 2.10% | Q2 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 5 | 2 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Alera Investment Advisors, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Natixis Investment Managers International | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 7 |
Frank, Rimerman Advisors LLC | 7 | 7 | 0.09% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
TFC Financial Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INVERNESS COUNSEL LLC /NY/ | 7 | 7 | 0.03% | 0.63% | 1.43% | Q1 2021 | Q3 2022 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.31% | 0.66% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Railway Pension Investments Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Holistic Financial Partners | 5 | 2 | 0.13% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 7 |
Platform Technology Partners | 7 | 7 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Alphabet Inc. | 7 | 7 | 3.98% | 4.58% | 5.26% | Q1 2022 | Q3 2023 | 7 |
Delphia (USA) Inc. | 7 | 7 | 0.28% | 0.53% | 1.04% | Q4 2021 | Q2 2023 | 7 |
BAILARD, INC. | 7 | 7 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Balentine LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
AQR Capital Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
L & S Advisors Inc | 3 | 2 | 0.16% | 0.22% | 0.35% | Q3 2020 | Q3 2023 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.04% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
BRANDYWINE MANAGERS, LLC | 6 | 6 | 0.28% | 0.80% | 1.42% | Q2 2022 | Q3 2023 | 6 |
Dakota Wealth Management | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.99% | 1.30% | 1.53% | Q4 2020 | Q1 2022 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.04% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 6 |
Vishria Bird Financial Group, LLC | 6 | 6 | 2.06% | 2.37% | 2.74% | Q2 2022 | Q3 2023 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.08% | 0.27% | 0.53% | Q1 2021 | Q2 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WP Advisors, LLC | 6 | 6 | 0.19% | 0.31% | 0.45% | Q2 2021 | Q3 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 2 | 0.22% | 0.29% | 0.36% | Q4 2021 | Q3 2023 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.06% | 0.19% | 0.35% | Q3 2020 | Q4 2021 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Evolutionary Tree Capital Management, LLC | 6 | 6 | 1.05% | 1.79% | 2.16% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.01% | 0.10% | 0.26% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.03% | 0.06% | 0.15% | Q1 2021 | Q2 2022 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Insight Holdings Group, LLC | 6 | 6 | 0.04% | 0.17% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Polar Asset Management Partners Inc. | 4 | 2 | 0.06% | 0.11% | 0.20% | Q3 2021 | Q2 2023 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.00% | 0.15% | 0.25% | Q1 2021 | Q2 2022 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
LONG WALK MANAGEMENT LP | 6 | 6 | 2.48% | 14.64% | 25.67% | Q4 2021 | Q1 2023 | 6 |
Cladis Investment Advisory, LLC | 6 | 6 | 0.50% | 0.83% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Arthedge Capital Management, LLC | 6 | 6 | 7.22% | 9.01% | 10.44% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.19% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 5 | 1 | 0.19% | 0.73% | 1.07% | Q2 2021 | Q2 2023 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Alkeon Capital Management | 5 | 5 | 0.00% | 0.04% | 0.18% | Q3 2020 | Q3 2021 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Crossvault Capital Management LLC | 6 | 6 | 0.47% | 1.14% | 1.64% | Q1 2021 | Q2 2022 | 6 |
Brookfield Asset Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WRAPMANAGER INC | 6 | 6 | 0.07% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
FFT WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Bayesian Capital Management, LP | 5 | 1 | 0.04% | 0.30% | 0.64% | Q2 2021 | Q4 2022 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Garde Capital, Inc. | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Salesforce, Inc. | 6 | 6 | 6.03% | 36.58% | 69.62% | Q3 2020 | Q4 2021 | 6 |
OBERNDORF WILLIAM E | 6 | 6 | 5.82% | 15.79% | 20.16% | Q2 2022 | Q3 2023 | 6 |
Yarbrough Capital, LLC | 4 | 2 | 0.06% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 6 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 6 |
E&G Advisors, LP | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ACG Wealth | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 6 |
Asset Management Advisors, LLC | 6 | 6 | 3.68% | 4.42% | 5.17% | Q2 2022 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Sturgeon Ventures LLP | 6 | 6 | 0.87% | 1.28% | 1.68% | Q3 2021 | Q4 2022 | 6 |
Metis Global Partners, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Wealth Dimensions Group, Ltd. | 5 | 1 | 0.07% | 0.97% | 1.54% | Q1 2021 | Q2 2023 | 6 |
Interval Partners, LP | 3 | 1 | 0.02% | 0.15% | 0.38% | Q1 2021 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.20% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.16% | 0.36% | 0.49% | Q2 2021 | Q4 2022 | 6 |
VIKING GLOBAL INVESTORS LP | 5 | 1 | 0.28% | 0.56% | 1.19% | Q3 2020 | Q1 2023 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Perkins Coie Trust Co | 5 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Realta Investment Advisors | 6 | 6 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q4 2022 | 6 |
LGT Fund Management Co Ltd. | 5 | 1 | 0.19% | 0.30% | 0.51% | Q4 2021 | Q2 2023 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.13% | 0.52% | Q4 2020 | Q3 2023 | 6 |
Arnhold LLC | 3 | 1 | 0.08% | 0.41% | 0.71% | Q3 2021 | Q3 2023 | 6 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 5 | 1 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2022 | 6 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Oribel Capital Management, LP | 2 | 1 | 0.04% | 0.49% | 1.19% | Q3 2021 | Q3 2023 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 6 | 0.24% | 0.31% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Blue Owl Capital Holdings LP | 5 | 1 | 1.90% | 11.04% | 21.36% | Q4 2021 | Q2 2023 | 6 |
Mn Services Vermogensbeheer B.V. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.22% | 0.48% | Q2 2021 | Q3 2023 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.06% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
EJF Capital LLC | 6 | 6 | 0.04% | 0.12% | 0.21% | Q1 2022 | Q2 2023 | 6 |
WISCONSIN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.19% | 0.31% | 0.44% | Q2 2021 | Q3 2022 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 6 |
Intrinsic Value Partners, LLC | 6 | 6 | 0.73% | 0.82% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Malaga Cove Capital, LLC | 5 | 1 | 0.14% | 0.33% | 0.55% | Q1 2022 | Q3 2023 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 6 |
Bridgewater Associates | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
ClearBridge Investments | 6 | 6 | 0.13% | 0.23% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Aristotle Atlantic Partners, LLC | 6 | 6 | 0.42% | 0.70% | 0.93% | Q2 2021 | Q3 2022 | 6 |
COMERICA SECURITIES,INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.31% | 0.54% | Q2 2021 | Q3 2023 | 6 |
DELPHI FINANCIAL GROUP, INC. | 4 | 2 | 0.20% | 0.76% | 1.17% | Q3 2021 | Q1 2023 | 6 |
Quadrature Capital Ltd | 5 | 1 | 0.09% | 0.66% | 1.79% | Q2 2021 | Q1 2023 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.67% | 0.82% | 1.01% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Oder Investment Management, LLC | 6 | 6 | 0.46% | 0.84% | 1.28% | Q4 2020 | Q1 2022 | 6 |
Absoluto Partners Gestao de Recursos Ltda | 6 | 6 | 0.07% | 0.30% | 0.53% | Q4 2021 | Q1 2023 | 6 |
First Trust Direct Indexing L.P. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.21% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OSSIAM | 5 | 5 | 0.01% | 0.20% | 0.54% | Q3 2022 | Q3 2023 | 5 |
KCL Capital, L.P. | 2 | 1 | 0.10% | 1.46% | 3.22% | Q3 2020 | Q4 2022 | 5 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.07% | 0.25% | 0.45% | Q1 2021 | Q2 2023 | 5 |
Stanley-Laman Group, Ltd. | 3 | 2 | 0.95% | 1.07% | 1.33% | Q1 2022 | Q3 2023 | 5 |
East Coast Asset Management, LLC. | 5 | 5 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q1 2022 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Ellis Investment Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.12% | 0.16% | 0.21% | Q2 2022 | Q2 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Wealth Architects, LLC | 3 | 2 | 0.05% | 0.28% | 0.44% | Q1 2021 | Q3 2023 | 5 |
First Growth Investment Manager LP | 5 | 5 | 0.90% | 2.61% | 4.84% | Q2 2022 | Q2 2023 | 5 |
Claro Advisors LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Bard Financial Services, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Trust Company, LLC | 3 | 2 | 0.03% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Whale Rock Capital Management | 5 | 5 | 0.50% | 0.89% | 1.56% | Q3 2020 | Q3 2021 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 5 |
CPWM, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q2 2022 | 5 |
Artisan Partners Limited Partnership | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Schusterman Interests, LLC | 3 | 2 | 0.76% | 1.39% | 2.08% | Q4 2021 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
NN Investment Partners Holdings N.V. | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 5 |
Liontrust Investment Partners LLP | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Redpoint Investment Management Pty Ltd | 5 | 5 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2022 | 5 |
TRUST CO OF OKLAHOMA | 3 | 2 | 0.08% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.03% | 0.14% | Q4 2022 | Q3 2023 | 5 |
Cordasco Financial Network | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Hitchwood Capital Management LP | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2021 | 5 |
GGV Capital LLC | 5 | 5 | 10.86% | 17.34% | 28.04% | Q1 2022 | Q1 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Versant Capital Management, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 5 |
Cavalry Management Group, LLC | 3 | 1 | 0.81% | 2.87% | 4.19% | Q2 2021 | Q2 2023 | 5 |
UNITED MARITIME CAPITAL LLC | 5 | 5 | 0.21% | 0.36% | 0.63% | Q1 2021 | Q1 2022 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q2 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.22% | 0.71% | Q3 2020 | Q2 2022 | 5 |
J. Goldman & Co LP | 2 | 1 | 0.02% | 0.10% | 0.34% | Q3 2021 | Q2 2023 | 5 |
Silicon Valley Capital Partners | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.50% | 0.68% | Q2 2021 | Q1 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.10% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Center Lake Capital Management, LLC | 4 | 1 | 1.38% | 1.60% | 1.84% | Q1 2021 | Q2 2022 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.18% | 0.22% | 0.27% | Q3 2022 | Q3 2023 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.02% | 0.32% | 0.84% | Q2 2022 | Q2 2023 | 5 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Disciplined Investments, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2021 | 5 |
MPS Loria Financial Planners, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 5 |
Epoch Investment Partners, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 5 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.50% | 0.73% | 0.90% | Q1 2021 | Q1 2022 | 5 |
Kaizen Financial Strategies | 5 | 5 | 0.21% | 0.28% | 0.34% | Q3 2021 | Q3 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.12% | 0.18% | 0.25% | Q4 2020 | Q4 2021 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Titus Wealth Management | 5 | 5 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q2 2022 | 5 |
NewSquare Capital LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Slow Capital, Inc. | 5 | 5 | 0.54% | 0.61% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.37% | 0.49% | 0.65% | Q4 2020 | Q4 2021 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BBR PARTNERS, LLC | 5 | 5 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 5 |
SRS Investment Management, LLC | 4 | 1 | 0.04% | 0.99% | 1.70% | Q3 2020 | Q1 2022 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.03% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Jupiter Wealth Management LLC | 5 | 5 | 0.24% | 0.32% | 0.48% | Q4 2020 | Q4 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Junson Asset Management (Hong Kong) Ltd | 4 | 1 | 1.00% | 2.42% | 4.35% | Q2 2021 | Q3 2022 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 4 | 0.00% | 0.31% | 0.43% | Q4 2022 | Q3 2023 | 5 |
Winslow Capital Management, LLC | 2 | 1 | 0.08% | 0.58% | 1.08% | Q3 2020 | Q3 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q2 2023 | 5 |
CLOVERFIELDS CAPITAL GROUP, LP | 5 | 5 | 0.43% | 0.61% | 0.75% | Q2 2022 | Q2 2023 | 5 |
MAI Capital Management | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Robeco Schweiz AG | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
VIRIDIAN RIA, LLC | 3 | 2 | 0.46% | 0.55% | 0.64% | Q4 2020 | Q1 2022 | 5 |
SAPPHIRE VENTURES, L.L.C. | 5 | 5 | 0.10% | 0.16% | 0.23% | Q3 2020 | Q3 2021 | 5 |
TB Alternative Assets Ltd. | 5 | 5 | 0.61% | 2.06% | 3.41% | Q3 2022 | Q3 2023 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.23% | 0.37% | Q4 2020 | Q4 2022 | 5 |
WAYCROSS PARTNERS, LLC | 5 | 5 | 0.10% | 0.18% | 0.40% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.23% | 0.29% | 0.37% | Q4 2021 | Q4 2022 | 5 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.04% | 0.10% | 0.24% | Q3 2020 | Q3 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.81% | 0.83% | 0.86% | Q4 2022 | Q3 2023 | 4 |
KADENSA CAPITAL Ltd | 4 | 4 | 1.06% | 2.88% | 4.14% | Q4 2022 | Q3 2023 | 4 |
Lone Pine Capital | 3 | 1 | 0.31% | 1.18% | 2.28% | Q3 2020 | Q4 2021 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.33% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.21% | 0.39% | 0.51% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Asset Management LLP | 3 | 1 | 0.18% | 0.24% | 0.30% | Q1 2021 | Q1 2022 | 4 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.02% | 0.20% | 0.30% | Q3 2020 | Q4 2022 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Ratan Capital Management LP | 2 | 1 | 0.36% | 1.00% | 1.72% | Q3 2020 | Q4 2022 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2021 | 4 |
1888 Investments, LLC | 4 | 4 | 8.89% | 16.18% | 23.50% | Q2 2022 | Q1 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Manchester Global Management (UK) Ltd | 4 | 4 | 5.43% | 8.34% | 10.08% | Q4 2022 | Q3 2023 | 4 |
QVT Financial LP | 3 | 1 | 0.11% | 0.13% | 0.17% | Q1 2021 | Q1 2022 | 4 |
Cercano Management LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 4 |
HARVEY CAPITAL MANAGEMENT INC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
DC Investments Management, LLC | 3 | 1 | 0.35% | 0.64% | 1.44% | Q3 2020 | Q3 2023 | 4 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.10% | 0.33% | 0.56% | Q3 2021 | Q3 2022 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.03% | 0.08% | 0.19% | Q3 2020 | Q3 2021 | 4 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.10% | 0.66% | 1.32% | Q3 2020 | Q1 2022 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.20% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 2 | 1 | 0.23% | 7.90% | 30.80% | Q1 2021 | Q2 2023 | 4 |
Clearview Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
IBM Retirement Fund | 4 | 4 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.02% | 0.22% | 0.37% | Q4 2020 | Q3 2021 | 4 |
Intersect Capital LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q4 2021 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 4 | 4 | 0.00% | 0.08% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Cherry Creek Investment Advisors, Inc. | 2 | 1 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q1 2023 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.00% | 0.23% | 0.43% | Q1 2022 | Q4 2022 | 4 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.12% | 0.26% | Q3 2020 | Q2 2022 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.41% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Castleview Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 3 | 1 | 0.05% | 0.14% | 0.19% | Q3 2020 | Q1 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.30% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.16% | 0.28% | 0.42% | Q3 2022 | Q3 2023 | 4 |
FRIESS ASSOCIATES LLC | 4 | 4 | 0.04% | 0.13% | 0.22% | Q3 2020 | Q2 2021 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.68% | 0.75% | 0.79% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.28% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.11% | 0.64% | 1.20% | Q2 2021 | Q1 2022 | 4 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 4 | 4 | 1.96% | 2.59% | 3.36% | Q2 2021 | Q1 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Ghisallo Capital Management LLC | 4 | 4 | 0.61% | 1.36% | 2.38% | Q1 2021 | Q4 2021 | 4 |
Professional Financial Advisors, LLC | 3 | 1 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q3 2022 | 4 |
Candlestick Capital Management LP | 4 | 4 | 0.13% | 0.73% | 1.31% | Q2 2021 | Q1 2022 | 4 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 4 |
Totem Point Management, LLC | 4 | 4 | 3.16% | 4.70% | 6.09% | Q2 2021 | Q1 2022 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.26% | 0.40% | Q2 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 4 |
RIVERPARK CAPITAL MANAGEMENT LLC | 4 | 4 | 1.61% | 1.92% | 2.42% | Q1 2021 | Q4 2021 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.22% | 0.82% | Q1 2021 | Q3 2023 | 4 |
OKABENA INVESTMENT SERVICES INC | 4 | 4 | 0.00% | 0.39% | 0.68% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.28% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Maytus Capital Management, LLC | 2 | 1 | 2.27% | 2.81% | 3.78% | Q4 2021 | Q3 2023 | 4 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.05% | 0.38% | 0.60% | Q2 2021 | Q1 2022 | 4 |
ShawSpring Partners LLC | 4 | 4 | 5.08% | 6.26% | 7.34% | Q2 2022 | Q1 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.14% | 0.23% | 0.44% | Q3 2021 | Q1 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 4 |
WINTON GROUP Ltd | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.25% | 0.60% | Q1 2021 | Q1 2022 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Teilinger Capital Ltd. | 3 | 3 | 0.07% | 0.34% | 0.54% | Q1 2021 | Q3 2021 | 4 |
Sender Co & Partners, Inc. | 2 | 2 | 1.31% | 2.01% | 2.54% | Q4 2021 | Q1 2023 | 4 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
XN Exponent Advisors LLC | 4 | 4 | 1.80% | 2.26% | 2.90% | Q4 2020 | Q3 2021 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 1 | 0.13% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Resolute Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.06% | 0.19% | 0.51% | Q2 2023 | Q3 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.31% | 0.38% | 0.45% | Q2 2021 | Q1 2022 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
RiverPark Advisors, LLC | 4 | 4 | 0.18% | 0.54% | 1.48% | Q1 2021 | Q4 2021 | 4 |
Enlightenment Research, LLC | 4 | 4 | 0.80% | 1.62% | 3.34% | Q4 2020 | Q3 2021 | 4 |
Kingfisher Capital LLC | 4 | 4 | 0.58% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.14% | 0.24% | Q3 2020 | Q2 2022 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Infini Capital Management Ltd | 4 | 4 | 0.79% | 1.24% | 1.66% | Q3 2021 | Q2 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 0.77% | 0.96% | 1.13% | Q1 2021 | Q4 2021 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.25% | 0.37% | Q1 2021 | Q2 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Congress Park Capital LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Thematics Asset Management | 4 | 4 | 0.94% | 1.13% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Crestone Asset Management LLC | 2 | 2 | 0.05% | 0.19% | 0.35% | Q2 2021 | Q3 2022 | 4 |
Newlands Management Operations LLC | 4 | 4 | 2.11% | 3.06% | 4.40% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.13% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
AlpInvest Partners B.V. | 4 | 4 | 0.41% | 0.47% | 0.52% | Q3 2022 | Q2 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pentwater Capital Management LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.07% | 0.32% | 0.52% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.16% | 0.22% | 0.27% | Q4 2020 | Q2 2023 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.02% | 0.10% | 0.19% | Q4 2021 | Q3 2022 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Oasis Management Co Ltd. | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Ashfield Capital Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.17% | 0.23% | 0.33% | Q3 2020 | Q4 2021 | 3 |
JACKSON SQUARE CAPITAL, LLC | 2 | 1 | 0.27% | 0.91% | 1.35% | Q4 2021 | Q3 2022 | 3 |
Durable Capital Partners LP | 3 | 3 | 0.44% | 1.17% | 1.60% | Q3 2020 | Q1 2021 | 3 |
Arkos Global Advisors | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Visionary Wealth Advisors | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 2 | 1 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q2 2023 | 3 |
Jericho Capital Asset Management L.P. | 2 | 1 | 0.82% | 1.13% | 1.30% | Q3 2020 | Q1 2022 | 3 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.20% | 0.26% | 0.29% | Q3 2020 | Q3 2022 | 3 |
Savior LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 1.42% | 1.72% | 2.28% | Q1 2023 | Q3 2023 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q1 2023 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.24% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.04% | 0.12% | 0.26% | Q4 2020 | Q1 2022 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Arrow Capital Management, LLC | 3 | 3 | 2.93% | 3.22% | 3.58% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.30% | 0.40% | 0.53% | Q4 2021 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.20% | 0.29% | Q1 2023 | Q3 2023 | 3 |
GFG Capital, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 3 |
Family Management Corp | 2 | 1 | 0.12% | 0.36% | 0.72% | Q2 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LMR Partners LLP | 2 | 1 | 0.03% | 0.09% | 0.18% | Q1 2021 | Q1 2022 | 3 |
ACCOUNT MANAGEMENT LLC | 3 | 3 | 1.05% | 1.42% | 1.79% | Q1 2022 | Q3 2022 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Woodline Partners LP | 2 | 1 | 0.15% | 0.42% | 0.76% | Q4 2022 | Q3 2023 | 3 |
Islet Management, LP | 1 | 1 | 0.49% | 0.87% | 1.41% | Q1 2021 | Q2 2022 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.14% | 0.46% | 0.63% | Q4 2021 | Q3 2023 | 3 |
NEVILLE RODIE & SHAW INC | 3 | 3 | 0.06% | 0.20% | 0.32% | Q2 2023 | Q4 2023 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Atom Investors LP | 2 | 1 | 0.35% | 0.58% | 0.95% | Q2 2021 | Q3 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.05% | 0.19% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Silicon Valley Community Foundation | 3 | 3 | 0.07% | 3.17% | 6.97% | Q1 2022 | Q3 2022 | 3 |
Ithaka Group | 3 | 3 | 0.84% | 0.90% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 0.21% | 1.29% | 2.01% | Q4 2020 | Q1 2023 | 3 |
Left Brain Wealth Management, LLC | 3 | 3 | 1.65% | 1.81% | 2.02% | Q1 2023 | Q3 2023 | 3 |
Knuff & Co LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Cipher Capital LP | 3 | 3 | 0.07% | 0.38% | 0.63% | Q2 2022 | Q4 2022 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
OPSEU Pension Plan Trust Fund | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
LMDAGG, L.L.C. | 3 | 3 | 9.92% | 19.01% | 31.61% | Q1 2022 | Q3 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
360 Financial, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Jump Financial, LLC | 2 | 1 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 3 |
Chanos & Co LP | 3 | 3 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q2 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 2 | 1 | 0.59% | 0.64% | 0.70% | Q3 2020 | Q3 2023 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q4 2021 | Q2 2022 | 3 |
BANK OF HAWAII | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Aviance Capital Partners, LLC | 2 | 1 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 3 |
MARK ASSET MANAGEMENT LP | 3 | 3 | 0.04% | 0.33% | 0.51% | Q3 2020 | Q1 2021 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.21% | 0.45% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Gainplan LLC | 2 | 1 | 0.11% | 0.17% | 0.24% | Q1 2021 | Q2 2023 | 3 |
Raine Capital LLC | 3 | 3 | 0.69% | 0.86% | 0.96% | Q3 2022 | Q1 2023 | 3 |
Pantheon Investment Group, LLC | 3 | 3 | 0.23% | 0.48% | 0.85% | Q2 2021 | Q4 2021 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q1 2021 | Q3 2021 | 3 |
Avenir Management Company, LLC | 3 | 3 | 19.25% | 23.20% | 26.95% | Q2 2022 | Q4 2022 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.35% | 0.38% | 0.41% | Q4 2021 | Q3 2023 | 3 |
GraniteShares Advisors LLC | 1 | 1 | 0.16% | 0.41% | 0.85% | Q4 2021 | Q3 2023 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Werba Rubin Papier Wealth Management | 3 | 3 | 0.01% | 1.05% | 1.83% | Q1 2023 | Q3 2023 | 3 |
Connective Portfolio Management, LLC | 1 | 1 | 1.02% | 2.00% | 2.70% | Q4 2021 | Q1 2023 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q4 2023 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Force Hill Capital Management LP | 3 | 3 | 2.98% | 3.51% | 4.37% | Q4 2020 | Q2 2021 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.38% | 0.40% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SHEN NEIL NANPENG | 2 | 1 | 0.96% | 50.24% | 83.76% | Q2 2021 | Q3 2023 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leverage Partners Absolute Return Fund SPC | 2 | 1 | 0.81% | 1.48% | 2.09% | Q3 2021 | Q2 2022 | 3 |
State of Alaska, Department of Revenue | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
SkyOak Wealth, LLC | 2 | 1 | 0.07% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 3 |
NEXT CENTURY GROWTH INVESTORS LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
South Shore Capital Advisors | 3 | 3 | 0.48% | 0.67% | 0.90% | Q1 2021 | Q3 2021 | 3 |
AIA Group Ltd | 2 | 1 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q1 2022 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.09% | 0.14% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 3 |
High Note Wealth, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Neo Ivy Capital Management | 3 | 3 | 0.01% | 0.11% | 0.19% | Q4 2021 | Q2 2022 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.10% | 0.24% | 0.38% | Q4 2020 | Q2 2021 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.08% | 0.52% | 0.90% | Q1 2021 | Q2 2023 | 3 |
Monashee Investment Management LLC | 1 | 1 | 0.35% | 0.85% | 1.35% | Q3 2020 | Q3 2021 | 3 |
Sculptor Capital LP | 2 | 1 | 0.04% | 0.22% | 0.39% | Q3 2020 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Karani Asset Management LLC | 3 | 3 | 0.43% | 0.52% | 0.57% | Q3 2022 | Q1 2023 | 3 |
AnglePoint Asset Management Ltd | 3 | 3 | 1.42% | 4.31% | 8.28% | Q1 2022 | Q3 2022 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Sciencast Management LP | 2 | 1 | 0.20% | 0.36% | 0.54% | Q2 2021 | Q2 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.19% | 0.23% | 0.28% | Q3 2022 | Q1 2023 | 3 |
Storm King Capital Partners, LLC | 3 | 3 | 18.49% | 20.98% | 23.30% | Q2 2022 | Q4 2022 | 3 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Lombard Odier Asset Management (USA) Corp | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Greenwoods Asset Management Hong Kong Ltd. | 2 | 1 | 0.08% | 0.18% | 0.38% | Q2 2021 | Q1 2023 | 3 |
Infini Master Fund | 3 | 3 | 0.91% | 1.39% | 1.66% | Q3 2021 | Q1 2022 | 3 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
MIG Capital, LLC | 1 | 1 | 0.13% | 0.82% | 1.51% | Q3 2020 | Q1 2021 | 2 |
Schubert & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 1.15% | 1.18% | 1.20% | Q2 2022 | Q3 2022 | 2 |
World Asset Management Inc | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.14% | 0.24% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 0.28% | 0.40% | 0.52% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON UNIVERSITY | 1 | 1 | 0.09% | 0.27% | 0.44% | Q4 2022 | Q2 2023 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.32% | 0.41% | 0.49% | Q1 2022 | Q3 2022 | 2 |
12 West Capital Management LP | 2 | 2 | 0.74% | 1.24% | 1.74% | Q2 2022 | Q3 2022 | 2 |
Duquesne Family Office | 2 | 2 | 0.29% | 0.36% | 0.43% | Q1 2021 | Q2 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2023 | Q3 2023 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.11% | 0.15% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Strategic Vision Investment Ltd | 1 | 1 | 0.22% | 0.33% | 0.44% | Q2 2021 | Q1 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.16% | 0.26% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Hel Ved Capital Management Ltd | 2 | 2 | 0.20% | 0.80% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Services of America, Inc. | 2 | 2 | 1.27% | 1.44% | 1.60% | Q2 2023 | Q3 2023 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
WASHBURN CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Capital Advantage, Inc. | 2 | 2 | 0.67% | 0.67% | 0.68% | Q1 2021 | Q2 2021 | 2 |
Prudence Investment Management (Hong Kong) Ltd. | 2 | 2 | 4.74% | 7.21% | 9.67% | Q2 2022 | Q3 2022 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.18% | 0.41% | 0.64% | Q3 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q2 2023 | 2 |
PointState Capital LP | 2 | 2 | 0.76% | 0.85% | 0.94% | Q3 2021 | Q4 2021 | 2 |
Joule Financial, LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q2 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.60% | 2.02% | 3.43% | Q3 2021 | Q1 2023 | 2 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Akre Capital Management | 2 | 2 | 1.11% | 1.31% | 1.50% | Q2 2022 | Q3 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 0.39% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q3 2021 | Q4 2021 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Hixon Zuercher, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
WIT, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Coastline Trust Co | 2 | 2 | 0.20% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
King Wealth Management Group | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
CPV Partners, LLC | 2 | 2 | 6.90% | 7.77% | 8.63% | Q3 2021 | Q4 2021 | 2 |
Franchise Capital Ltd | 2 | 2 | 1.96% | 2.06% | 2.16% | Q4 2021 | Q1 2022 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.21% | 0.41% | Q3 2020 | Q2 2023 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.32% | 0.40% | 0.48% | Q1 2021 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 2 |
GAM Holding AG | 1 | 1 | 0.02% | 0.17% | 0.32% | Q3 2020 | Q2 2023 | 2 |
Jetstream Capital LLC | 1 | 1 | 0.66% | 2.10% | 3.55% | Q2 2022 | Q2 2022 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EMJ Capital Ltd. | 1 | 1 | 0.28% | 0.48% | 0.67% | Q4 2020 | Q4 2020 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2022 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.19% | 0.22% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.59% | 1.86% | 3.13% | Q3 2020 | Q4 2021 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 0.83% | 1.12% | 1.40% | Q4 2022 | Q3 2023 | 2 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
RBF Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.17% | 0.26% | 0.35% | Q1 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.05% | 0.22% | 0.40% | Q1 2023 | Q3 2023 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.66% | 0.78% | 0.89% | Q2 2023 | Q3 2023 | 2 |
LifePro Asset Management | 2 | 2 | 2.77% | 2.81% | 2.84% | Q4 2021 | Q1 2022 | 2 |
John W. Brooker & Co., CPAs | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Telemark Asset Management, LLC | 2 | 2 | 1.87% | 2.11% | 2.35% | Q2 2022 | Q3 2022 | 2 |
Arkfeld Wealth Strategies, L.L.C. | 2 | 2 | 0.26% | 0.34% | 0.43% | Q2 2023 | Q3 2023 | 2 |
CastleKnight Management LP | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 1.12% | 1.13% | 1.14% | Q3 2021 | Q4 2021 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2023 | Q2 2023 | 2 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
SOMA EQUITY PARTNERS LP | 1 | 1 | 1.47% | 2.52% | 3.56% | Q2 2022 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Round Table Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Bornite Capital Management LP | 2 | 2 | 0.94% | 1.67% | 2.41% | Q3 2022 | Q4 2022 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.16% | 0.31% | 0.46% | Q4 2021 | Q2 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CMT Capital Markets Trading GmbH | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2022 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
ING GROEP NV | 1 | 1 | 0.03% | 0.10% | 0.17% | Q4 2021 | Q1 2023 | 2 |
Warther Private Wealth, LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q3 2021 | Q4 2021 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 2 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
HILLMAN CO | 1 | 1 | 0.94% | 10.35% | 19.76% | Q2 2021 | Q4 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2021 | Q2 2022 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.23% | 0.25% | 0.26% | Q1 2022 | Q3 2022 | 2 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GMT CAPITAL CORP | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
PRECEPT MANAGEMENT LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q3 2021 | Q4 2021 | 2 |
KIDS CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.93% | 2.12% | 2.31% | Q4 2021 | Q1 2022 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.21% | 0.31% | Q4 2020 | Q2 2021 | 2 |
Chan Zuckerberg Initiative, LLC | 2 | 2 | 21.02% | 28.06% | 35.10% | Q4 2022 | Q1 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 2 |
JAT Capital Mgmt LP | 1 | 1 | 1.11% | 1.30% | 1.49% | Q3 2022 | Q1 2023 | 2 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 2 |
Triatomic Management LP | 2 | 2 | 0.24% | 0.57% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Cross Staff Investments Inc | 2 | 2 | 0.21% | 0.26% | 0.30% | Q4 2021 | Q1 2022 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.77% | 0.86% | 0.96% | Q3 2020 | Q1 2021 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 1.77% | 1.89% | 2.02% | Q1 2021 | Q2 2021 | 2 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.08% | 3.57% | 7.06% | Q1 2021 | Q4 2021 | 2 |
TOWER BRIDGE ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.06% | 1.54% | 2.02% | Q4 2021 | Q3 2022 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.33% | 0.35% | 0.37% | Q4 2021 | Q1 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.09% | 0.24% | 0.38% | Q2 2022 | Q2 2022 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 2 | 2 | 0.03% | 0.54% | 1.05% | Q3 2020 | Q4 2020 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 2 |
GQG Partners LLC | 2 | 2 | 0.59% | 0.70% | 0.82% | Q1 2023 | Q2 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 0.19% | 1.43% | 2.67% | Q2 2023 | Q3 2023 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.35% | 0.75% | 1.15% | Q1 2022 | Q3 2023 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.03% | 0.10% | 0.17% | Q3 2020 | Q4 2022 | 2 |
SQN Investors LP | 1 | 1 | 0.30% | 0.55% | 0.80% | Q1 2021 | Q4 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 2 |
Collaborative Holdings Management LP | 2 | 2 | 1.05% | 3.40% | 5.75% | Q2 2022 | Q3 2022 | 2 |
Stephens Investment Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.15% | 0.41% | 0.67% | Q4 2022 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BFSG, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.27% | 0.48% | 0.69% | Q2 2023 | Q3 2023 | 2 |
ANDERSON HOAGLAND & CO | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Standard Investments LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q3 2020 | Q4 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 2 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.38% | 0.46% | 0.53% | Q3 2023 | Q4 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.52% | 0.60% | 0.68% | Q4 2020 | Q1 2021 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
White Lighthouse Investment Management Inc. | 2 | 2 | 0.27% | 0.37% | 0.46% | Q4 2020 | Q1 2021 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.03% | 0.16% | 0.30% | Q3 2020 | Q2 2023 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mizuho Markets Cayman LP | 1 | 1 | 0.13% | 0.23% | 0.32% | Q3 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 2 |
Del-Sette Capital Management, LLC | 2 | 2 | 2.16% | 2.62% | 3.09% | Q2 2022 | Q3 2022 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
SCGF III MANAGEMENT LLC | 2 | 2 | 0.00% | 50.00% | 100.00% | Q4 2021 | Q1 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 1.17% | 2.27% | Q3 2020 | Q1 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q4 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Tatro Capital, LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q1 2021 | Q2 2021 | 2 |
One01 Capital, LP | 2 | 2 | 1.52% | 2.40% | 3.29% | Q2 2023 | Q3 2023 | 2 |
Rheos Capital Works Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q3 2021 | Q3 2021 | 1 |
JSF Financial, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Jeneq Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Mass General Brigham, Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.34% | 2.34% | 2.34% | Q2 2021 | Q2 2021 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tenere Capital LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2023 | Q2 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miura Global Management | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2020 | Q3 2020 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2021 | Q1 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2020 | Q4 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Family CFO Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2021 | Q2 2021 | 1 |
CMH Wealth Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
Alta Park Capital, LP | 1 | 1 | 4.03% | 4.03% | 4.03% | Q2 2023 | Q2 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SCHF (GPE), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q1 2022 | Q1 2022 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2022 | Q2 2022 | 1 |
Euclidean Capital LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q2 2021 | Q2 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2020 | Q3 2020 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2022 | Q2 2022 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q4 2022 | Q4 2022 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2021 | Q2 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Rovida Advisors Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2021 | Q4 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
StepStone Group LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
1623 Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2020 | Q3 2020 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 8.83% | 8.83% | 8.83% | Q1 2021 | Q1 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2022 | Q2 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2021 | Q1 2021 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Senator Investment Group LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DOCKYARD CAPITAL MANAGEMENT LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2021 | Q4 2021 | 1 |
Nan Fung Group Holdings Ltd | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2022 | Q2 2022 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2020 | Q3 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
ACT CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Joho Capital | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 9.79% | 9.79% | 9.79% | Q1 2021 | Q1 2021 | 1 |
Lead Edge Capital Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2020 | Q3 2020 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2021 | Q4 2021 | 1 |
Brown University | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2023 | Q1 2023 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BREAKLINE CAPITAL LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2022 | Q3 2022 | 1 |
Geneva Partners, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2020 | Q4 2020 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2021 | Q4 2021 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 4.93% | 4.93% | 4.93% | Q1 2022 | Q1 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2021 | Q3 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Asio Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
UNC Management Company, Inc. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KELLOGG W K FOUNDATION TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
DODGE & COX | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Versor Investments LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cannell & Co. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Forza Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nokota Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
Montz Harcus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Barrier Capital Management, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2023 | Q3 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AXIOM INVESTORS LLC /DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2020 | Q3 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 5.68% | 5.68% | 5.68% | Q3 2021 | Q3 2021 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Pacific Wealth Strategies Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Westwood Wealth Management | 1 | 1 | 13.45% | 13.45% | 13.45% | Q4 2021 | Q4 2021 | 1 |
Trustees of Columbia University in the City of New York | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Maven Securities LTD | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Surevest, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Hunt Lane Capital LP | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2022 | Q1 2022 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
Bullseye Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Crestline Management, LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2021 | Q4 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
ECLECTIC ASSOCIATES INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Atlas Principals, LLC | 1 | 1 | 9.56% | 9.56% | 9.56% | Q2 2022 | Q2 2022 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grassi Investment Management | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
MY.Alpha Management HK Advisors Ltd | 1 | 1 | 4.51% | 4.51% | 4.51% | Q2 2022 | Q2 2022 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2020 | Q3 2020 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PERISCOPE CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
PFG Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Fosun International Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 5.56% | 5.56% | 5.56% | Q3 2022 | Q3 2022 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Trybe Capital Management LP | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Akaris Global Partners, LP | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2020 | Q3 2020 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
black-and-white Capital LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own SNOWFLAKE INC or have owned SNOWFLAKE INC in the past.