SOFI TECHNOLOGIES INC shareholder history

Current and past SOFI TECHNOLOGIES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 13130.00%0.01%0.03%Q2 2021Q2 202439
Walleye Trading LLC 13130.00%0.02%0.06%Q2 2021Q2 202439
Citadel Advisors 13130.00%0.01%0.03%Q2 2021Q2 202438
PEAK6 Investments LLC 13130.00%0.02%0.09%Q2 2021Q2 202436
HAP Trading, LLC 13130.00%0.11%0.98%Q2 2021Q2 202436
Cutler Group LLC / CA 12120.00%0.07%0.32%Q2 2021Q1 202436
WOLVERINE TRADING, LLC 930.00%0.01%0.02%Q2 2021Q2 202436
GOLDMAN SACHS GROUP INC 13130.00%0.01%0.02%Q2 2021Q2 202434
Parallax Volatility Advisers, L.P. 12120.00%0.01%0.03%Q3 2021Q2 202433
D. E. Shaw & Co., Inc. 1010.00%0.02%0.13%Q2 2021Q2 202431
MILLENNIUM MANAGEMENT LLC 13130.00%0.01%0.02%Q2 2021Q2 202431
BANK OF MONTREAL /CAN/ 12120.00%0.00%0.04%Q3 2021Q2 202431
UBS Group AG 13130.00%0.00%0.02%Q2 2021Q2 202430
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.00%Q2 2021Q2 202427
TWO SIGMA SECURITIES, LLC 990.00%0.04%0.12%Q2 2022Q2 202427
Caption Management, LLC 12120.00%0.05%0.23%Q3 2021Q2 202427
Squarepoint Ops LLC 1020.00%0.01%0.03%Q2 2021Q2 202426
HighTower Advisors, LLC 12120.00%0.00%0.01%Q3 2021Q2 202424
BLUEFIN CAPITAL MANAGEMENT, LLC 880.00%0.13%0.47%Q2 2021Q1 202323
XR Securities LLC 750.00%0.03%0.18%Q2 2021Q2 202422
ROYAL BANK OF CANADA 13130.00%0.00%0.01%Q2 2021Q2 202422
Cubist Systematic Strategies, LLC 1010.00%0.03%0.10%Q3 2021Q2 202422
JANE STREET GROUP, LLC 13130.00%0.01%0.04%Q2 2021Q2 202421
BARCLAYS PLC 10100.00%0.01%0.02%Q1 2022Q2 202421
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q2 202420
Longitude (Cayman) Ltd. 13135.21%9.22%14.34%Q2 2021Q2 202420
CITIGROUP INC 13130.00%0.01%0.06%Q2 2021Q2 202420
Raymond James Financial Services Advisors, Inc. 13130.00%0.01%0.01%Q2 2021Q2 202419
NOMURA HOLDINGS INC 610.00%0.01%0.06%Q2 2021Q2 202419
FIRETHORN WEALTH PARTNERS, LLC 11110.00%0.41%0.99%Q4 2021Q2 202418
RAYMOND JAMES & ASSOCIATES 13130.00%0.00%0.01%Q2 2021Q2 202418
Walleye Capital LLC 610.00%0.01%0.02%Q3 2022Q2 202417
Garden State Investment Advisory Services LLC 770.00%0.06%0.18%Q4 2022Q2 202417
Creative Planning 13130.00%0.00%0.02%Q2 2021Q2 202416
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12120.00%0.34%1.36%Q3 2021Q2 202416
Schonfeld Strategic Advisors LLC 13130.00%0.06%0.27%Q2 2021Q2 202415
GPI CAPITAL, L.P. 13131.65%9.70%20.95%Q2 2021Q2 202415
Verition Fund Management LLC 610.00%0.01%0.02%Q2 2021Q2 202415
Banque Cantonale Vaudoise 12120.00%0.00%0.02%Q3 2021Q2 202415
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.01%Q2 2021Q2 202415
CAPITAL FUND MANAGEMENT S.A. 620.00%0.03%0.09%Q2 2022Q2 202415
Private Advisor Group, LLC 930.00%0.01%0.02%Q2 2021Q2 202415
Valeo Financial Advisors, LLC 13130.00%0.02%0.03%Q2 2021Q2 202414
Traynor Capital Management, Inc. 910.00%0.01%0.02%Q4 2021Q2 202414
Moors & Cabot, Inc. 13130.00%0.22%0.43%Q2 2021Q2 202414
Tower Research Capital LLC (TRC) 13130.00%0.01%0.07%Q2 2021Q2 202414
Point72 Asset Management, L.P. 990.00%0.02%0.08%Q2 2022Q2 202414
Beacon Pointe Advisors, LLC 10100.00%0.01%0.01%Q1 2022Q2 202414
Regal Investment Advisors LLC 10100.01%0.02%0.09%Q1 2022Q2 202414
BlackRock Finance, Inc. 13130.00%0.01%0.01%Q2 2021Q2 202414
SIGNATUREFD, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
MIZUHO MARKETS AMERICAS LLC 12120.00%0.43%1.38%Q3 2021Q2 202413
MARK SHEPTOFF FINANCIAL PLANNING, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Caprock Group, LLC 13130.06%0.38%0.58%Q2 2021Q2 202413
NewSquare Capital LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Cambridge Investment Research Advisors, Inc. 13130.01%0.01%0.03%Q2 2021Q2 202413
Advisory Services Network, LLC 13130.01%0.02%0.05%Q2 2021Q2 202413
FMR LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Creegan & Nassoura Financial Group, LLC 13130.12%0.25%0.58%Q2 2021Q2 202413
STIFEL FINANCIAL CORP 13130.00%0.00%0.00%Q2 2021Q2 202413
OneDigital Investment Advisors LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
OSAIC HOLDINGS, INC. 13130.01%0.01%0.01%Q2 2021Q2 202413
AdvisorNet Financial, Inc 13130.00%0.00%0.00%Q2 2021Q2 202413
NVWM, LLC 13130.00%0.00%0.02%Q2 2021Q2 202413
Vivaldi Capital Management LP 13130.02%0.04%0.07%Q2 2021Q2 202413
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
GTS SECURITIES LLC 550.01%0.03%0.16%Q2 2023Q2 202413
Accel Growth Fund V Associates L.L.C. 131313.20%24.36%35.41%Q2 2021Q2 202413
Parallel Advisors, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
PNC FINANCIAL SERVICES GROUP, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
SOA Wealth Advisors, LLC. 13130.00%0.01%0.01%Q2 2021Q2 202413
Larson Financial Group LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Kovack Advisors, Inc. 13130.02%0.07%0.14%Q2 2021Q2 202413
Arkadios Wealth Advisors 1020.00%0.03%0.04%Q2 2021Q2 202413
OPTIMUM INVESTMENT ADVISORS 13130.00%0.00%0.01%Q2 2021Q2 202413
HM PAYSON & CO 13130.00%0.00%0.00%Q2 2021Q2 202413
Asset Management One Co., Ltd. 13130.00%0.00%0.01%Q2 2021Q2 202413
CAPTRUST FINANCIAL ADVISORS 13130.00%0.00%0.00%Q2 2021Q2 202413
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
Ancora Advisors LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
JPMORGAN CHASE & CO 13130.00%0.00%0.01%Q2 2021Q2 202413
GROUP ONE TRADING, L.P. 13130.00%0.02%0.04%Q2 2021Q2 202413
IMC-Chicago, LLC 620.00%0.00%0.01%Q2 2021Q2 202413
B & T Capital Management DBA Alpha Capital Management 13130.10%0.38%1.04%Q2 2021Q2 202413
COOPER/HAIMS ADVISORS, LLC 13130.05%0.08%0.13%Q2 2021Q2 202413
US BANCORP \DE\ 13130.00%0.00%0.00%Q2 2021Q2 202413
IFP Advisors, Inc 13130.00%0.04%0.21%Q2 2021Q2 202413
Hexagon Capital Partners LLC 13130.00%0.05%0.08%Q2 2021Q2 202413
PRICE T ROWE ASSOCIATES INC /MD/ 13130.00%0.02%0.07%Q2 2021Q2 202413
MORGAN STANLEY 13130.00%0.01%0.01%Q2 2021Q2 202413
GEODE CAPITAL MANAGEMENT, LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
MML INVESTORS SERVICES, LLC 13130.02%0.03%0.04%Q2 2021Q2 202413
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13130.00%0.00%0.00%Q2 2021Q2 202413
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Silver Lake Group, L.L.C. 13131.14%2.32%5.07%Q2 2021Q2 202413
Clearstead Advisors, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
Sigma Planning Corp 12120.00%0.01%0.01%Q3 2021Q2 202413
BROWN ADVISORY INC 13130.00%0.00%0.00%Q2 2021Q2 202413
Rockefeller Capital Management L.P. 13130.00%0.01%0.03%Q2 2021Q2 202413
Bank of New York Mellon Corp 13130.00%0.00%0.01%Q2 2021Q2 202413
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.03%0.10%Q2 2021Q2 202413
B. Riley Wealth Advisors, Inc. 13130.01%0.02%0.03%Q2 2021Q2 202413
Orion Portfolio Solutions, LLC 13130.00%0.01%0.01%Q2 2021Q2 202413
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q3 2021Q1 202413
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.02%0.05%Q3 2021Q2 202413
CREDIT SUISSE AG/ 12120.00%0.02%0.03%Q2 2021Q1 202413
OPPENHEIMER & CO INC 13130.02%0.03%0.04%Q2 2021Q2 202413
Steward Partners Investment Advisory, LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
Sandy Spring Bank 13130.00%0.01%0.05%Q2 2021Q2 202413
CIBC Private Wealth Group LLC 13130.00%0.00%0.01%Q2 2021Q2 202413
Perigon Wealth Management, LLC 1210.01%0.01%0.05%Q3 2011Q2 202413
PIN OAK INVESTMENT ADVISORS INC 12120.00%0.01%0.01%Q3 2021Q2 202412
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.00%0.00%Q3 2021Q2 202412
WEST PACES ADVISORS INC. 12120.00%0.00%0.00%Q3 2021Q2 202412
Hudock, Inc. 1110.00%0.06%0.11%Q2 2021Q2 202412
Aldebaran Financial Inc. 12120.19%0.55%0.73%Q2 2021Q1 202412
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.00%0.00%0.01%Q3 2021Q2 202412
Gladstone Institutional Advisory LLC 12120.01%0.02%0.05%Q3 2021Q2 202412
DEUTSCHE BANK AG\ 12120.00%0.00%0.02%Q3 2021Q2 202412
Avestar Capital, LLC 12120.01%0.05%0.17%Q3 2021Q2 202412
VANGUARD GROUP INC 12120.01%0.01%0.02%Q3 2021Q2 202412
HUNTINGTON NATIONAL BANK 1110.00%0.00%0.00%Q2 2021Q2 202412
ALBION FINANCIAL GROUP /UT 12120.00%0.01%0.02%Q3 2021Q2 202412
LPL Financial LLC 930.00%0.00%0.01%Q2 2021Q2 202412
Crewe Advisors LLC 1020.00%0.02%0.05%Q2 2021Q2 202412
HSBC HOLDINGS PLC 930.00%0.00%0.00%Q2 2021Q2 202412
Pointe Capital Management LLC 12120.07%0.16%0.65%Q3 2021Q2 202412
AMERIPRISE FINANCIAL INC 12120.00%0.00%0.00%Q3 2021Q2 202412
NORTHERN TRUST CORP 12120.00%0.00%0.01%Q3 2021Q2 202412
Janney Montgomery Scott LLC 930.00%0.00%0.01%Q2 2021Q2 202412
M. Kulyk & Associates, LLC 12120.12%0.18%0.38%Q3 2021Q2 202412
Bayesian Capital Management, LP 1110.04%0.25%0.50%Q2 2021Q2 202412
SG Americas Securities, LLC 1110.00%0.03%0.13%Q2 2021Q2 202412
Mirae Asset Global Investments Co., Ltd. 1110.00%0.01%0.02%Q2 2021Q2 202412
Parkside Investments, LLC 12120.12%0.92%1.49%Q3 2021Q2 202412
SRS Capital Advisors, Inc. 1110.00%0.00%0.01%Q2 2021Q2 202412
San Luis Wealth Advisors LLC 12120.09%0.34%0.97%Q3 2021Q2 202412
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q3 2021Q2 202412
STATE STREET CORP 12120.00%0.00%0.01%Q3 2021Q2 202412
TRANSCEND CAPITAL ADVISORS, LLC 12120.01%0.01%0.03%Q3 2021Q2 202412
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q3 2021Q2 202412
Vanguard Personalized Indexing Management, LLC 12120.01%0.02%0.05%Q3 2021Q2 202412
TOTH FINANCIAL ADVISORY CORP 1110.00%0.00%0.00%Q2 2021Q2 202412
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 12120.01%0.01%0.02%Q3 2021Q2 202412
Newbridge Financial Services Group, Inc. 12120.26%0.83%1.49%Q2 2021Q1 202412
Venture Visionary Partners LLC 610.00%0.04%0.09%Q3 2021Q1 202412
DAVENPORT & Co LLC 750.00%0.01%0.05%Q2 2021Q2 202412
Cresset Asset Management, LLC 12120.00%0.01%0.03%Q3 2021Q2 202412
CI INVESTMENTS INC. 12120.00%0.00%0.00%Q3 2021Q2 202412
PSI Advisors, LLC 12120.00%0.02%0.07%Q3 2021Q2 202412
TOWNSQUARE CAPITAL LLC 12120.02%0.06%0.11%Q3 2021Q2 202412
BALDWIN WEALTH PARTNERS LLC/MA 930.00%0.00%0.00%Q2 2021Q2 202412
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 12120.00%0.01%0.01%Q3 2021Q2 202412
CSS LLC/IL 510.00%0.04%0.23%Q4 2021Q2 202412
NewEdge Advisors, LLC 930.00%0.02%0.03%Q2 2021Q2 202412
Knights of Columbus Asset Advisors LLC 12120.09%0.17%0.29%Q3 2021Q2 202412
LINCOLN NATIONAL CORP 12120.00%0.01%0.02%Q2 2021Q1 202412
Lindbrook Capital, LLC 12120.00%0.01%0.04%Q3 2021Q2 202412
Westside Investment Management, Inc. 930.00%0.00%0.01%Q2 2021Q2 202412
FNY Investment Advisers, LLC 610.00%0.12%0.58%Q2 2021Q4 202311
Consolidated Investment Group LLC 11110.06%0.09%0.14%Q4 2021Q2 202411
SIMPLEX TRADING, LLC 920.00%0.01%0.02%Q2 2021Q2 202411
ANDERSON HOAGLAND & CO 920.22%0.36%0.43%Q3 2021Q2 202411
Fortis Advisors, LLC 11110.07%0.17%0.29%Q4 2021Q2 202411
Reynders McVeigh Capital Management, LLC 11110.01%0.07%0.18%Q4 2021Q2 202411
Well Done, LLC 11110.01%0.15%0.34%Q4 2021Q2 202411
Skaana Management L.P. 880.13%0.23%0.33%Q4 2021Q3 202311
J.W. COLE ADVISORS, INC. 11110.00%0.01%0.01%Q4 2021Q2 202411
Prospera Financial Services Inc 11110.01%0.02%0.03%Q4 2021Q2 202411
Triumph Capital Management 11110.50%0.77%1.23%Q3 2021Q1 202411
Industrial Alliance Investment Management Inc. 11110.00%0.00%0.01%Q4 2021Q2 202411
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
TEACHER RETIREMENT SYSTEM OF TEXAS 11110.00%0.00%0.01%Q4 2021Q2 202411
Capital Advisors Wealth Management, LLC 10100.00%0.12%0.22%Q1 2022Q2 202411
Mariner, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Arizona State Retirement System 11110.01%0.01%0.02%Q4 2021Q2 202411
FIFTH THIRD BANCORP 11110.00%0.00%0.00%Q4 2021Q2 202411
Belmont Capital, LLC 920.30%1.58%5.06%Q3 2021Q2 202411
AE Wealth Management LLC 920.00%0.00%0.01%Q3 2021Q2 202411
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 11110.00%0.01%0.01%Q4 2021Q2 202411
Stephens Consulting, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Global Wealth Management Investment Advisory, Inc. 11110.02%0.03%0.05%Q3 2021Q1 202411
TWO SIGMA INVESTMENTS, LP 660.05%0.12%0.33%Q1 2023Q2 202411
ASPIRIANT, LLC 11110.00%0.01%0.02%Q3 2021Q1 202411
Cetera Advisor Networks LLC 11110.01%0.01%0.02%Q2 2021Q4 202311
Equitable Holdings, Inc. 11110.00%0.01%0.01%Q4 2021Q2 202411
Resolute Advisors LLC 11110.00%0.02%0.05%Q2 2021Q4 202311
LAZARD ASSET MANAGEMENT LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Pegasus Asset Management, Inc. 11110.26%0.37%0.67%Q4 2021Q2 202411
Covestor Ltd 11110.00%0.00%0.01%Q4 2021Q2 202411
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11110.02%0.05%0.10%Q4 2021Q2 202411
BUCKINGHAM STRATEGIC WEALTH, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
State of New Jersey Common Pension Fund D 11110.01%0.01%0.02%Q4 2021Q2 202411
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
PRINCIPAL FINANCIAL GROUP INC 11110.00%0.00%0.00%Q4 2021Q2 202411
Patient Capital Management, LLC 11110.45%1.26%2.06%Q4 2021Q2 202411
AtonRa Partners 11110.41%0.71%0.97%Q2 2021Q4 202311
Stratos Wealth Partners, LTD. 11110.00%0.01%0.02%Q4 2021Q2 202411
Tradition Wealth Management, LLC 11110.00%0.02%0.04%Q4 2021Q2 202411
North Star Investment Management Corp. 11110.00%0.00%0.00%Q4 2021Q2 202411
Bell Investment Advisors, Inc 920.00%0.00%0.00%Q3 2021Q2 202411
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.00%Q4 2021Q2 202411
Laurel Wealth Advisors LLC 11110.00%0.00%0.00%Q2 2021Q4 202311
JANUS HENDERSON GROUP PLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Ensign Peak Advisors, Inc 11110.00%0.01%0.03%Q4 2021Q2 202411
Highlander Capital Management, LLC 11110.06%0.12%0.26%Q3 2021Q1 202411
Rosenberg Matthew Hamilton 920.00%0.02%0.03%Q3 2021Q2 202411
WOLFF WIESE MAGANA LLC 11110.06%0.46%0.74%Q4 2021Q2 202411
STATE OF WISCONSIN INVESTMENT BOARD 11110.00%0.00%0.01%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.03%Q4 2021Q2 202411
Global Retirement Partners, LLC 1010.00%0.00%0.01%Q2 2021Q2 202411
Tradewinds Capital Management, LLC 11110.00%0.00%0.00%Q2 2021Q4 202311
Bank Julius Baer & Co. Ltd, Zurich 920.00%0.00%0.00%Q3 2021Q2 202411
MEANS INVESTMENT CO., INC. 11110.03%0.07%0.10%Q4 2021Q2 202411
Visionary Wealth Advisors 11110.01%0.01%0.02%Q4 2021Q2 202411
TD Waterhouse Canada Inc. 11110.00%0.01%0.04%Q4 2021Q2 202411
Parkside Financial Bank & Trust 11110.00%0.00%0.01%Q4 2021Q2 202411
Summit Trail Advisors, LLC 920.01%0.14%0.54%Q3 2021Q2 202411
Russell Investments Group, Ltd. 920.00%0.01%0.03%Q3 2021Q2 202411
MILLER VALUE PARTNERS, LLC 880.01%0.83%1.79%Q2 2021Q1 202311
Legal & General Group Plc 11110.00%0.00%0.01%Q4 2021Q2 202411
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.00%0.00%Q2 2021Q2 202411
Cetera Investment Advisers 11110.01%0.01%0.01%Q3 2021Q1 202411
CANADA LIFE ASSURANCE Co 11110.00%0.00%0.00%Q4 2021Q2 202411
Invesco Ltd. 11110.00%0.00%0.00%Q4 2021Q2 202411
Vontobel Holding Ltd. 11110.00%0.01%0.02%Q4 2021Q2 202411
NATIXIS 1010.00%0.01%0.03%Q3 2021Q2 202411
QUADRANT CAPITAL GROUP LLC 1010.00%0.00%0.00%Q2 2021Q2 202411
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 11110.00%0.00%0.01%Q4 2021Q2 202411
Focused Wealth Management, Inc 11110.00%0.00%0.00%Q2 2021Q4 202311
Evercore Wealth Management, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Baltimore-Washington Financial Advisors, Inc. 920.02%0.17%0.31%Q3 2021Q2 202411
Mitsubishi UFJ Asset Management Co., Ltd. 11110.00%0.00%0.01%Q4 2021Q2 202411
Once Capital Management, LLC 10100.62%1.46%2.50%Q1 2022Q2 202410
TSFG, LLC 910.00%0.00%0.00%Q4 2021Q2 202410
McGuire Investment Group, LLC 10100.02%0.03%0.06%Q1 2022Q2 202410
Zullo Investment Group, Inc. 10100.06%0.09%0.12%Q4 2021Q1 202410
HARTLINE INVESTMENT CORP/ 510.03%0.80%1.24%Q2 2021Q2 202410
AlphaStar Capital Management, LLC 10100.00%0.15%0.40%Q3 2021Q4 202310
OLD SECOND NATIONAL BANK OF AURORA 10100.37%0.57%0.87%Q1 2022Q2 202410
Manchester Capital Management LLC 10100.00%0.00%0.01%Q4 2021Q1 202410
DFPG INVESTMENTS, LLC 10100.02%0.57%1.46%Q3 2021Q4 202310
MOSELEY INVESTMENT MANAGEMENT INC 550.10%0.14%0.22%Q4 2021Q2 202410
Centerpoint Advisors, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Independent Wealth Network Inc. 10100.05%0.07%0.10%Q1 2022Q2 202410
Versant Capital Management, Inc 10100.00%0.00%0.00%Q1 2022Q2 202410
Xcel Wealth Management, LLC 10100.04%0.07%0.14%Q1 2022Q2 202410
Cerity Partners LLC 730.00%0.02%0.04%Q4 2021Q2 202410
NEW YORK STATE COMMON RETIREMENT FUND 910.01%0.01%0.01%Q2 2021Q2 202410
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.06%0.26%Q3 2021Q2 202410
Daiwa Securities Group Inc. 820.00%0.00%0.03%Q3 2021Q1 202410
HANTZ FINANCIAL SERVICES, INC. 10100.00%0.00%0.00%Q3 2021Q4 202310
Geneos Wealth Management Inc. 10100.00%0.00%0.01%Q1 2022Q2 202410
Zurcher Kantonalbank (Zurich Cantonalbank) 910.00%0.00%0.01%Q4 2021Q2 202410
Matisse Capital 910.28%0.48%0.87%Q4 2021Q2 202410
Riverwood Capital Management Ltd. 10100.13%8.92%37.07%Q1 2022Q2 202410
Sculptor Capital LP 410.00%0.06%0.16%Q3 2021Q2 202410
AXA S.A. 10100.01%0.01%0.02%Q1 2022Q2 202410
Zions Bancorporation, N.A. 10100.00%0.01%0.02%Q1 2022Q2 202410
Iron Horse Wealth Management, LLC 820.00%0.00%0.00%Q3 2021Q1 202410
Atria Wealth Solutions, Inc. 10100.02%0.03%0.04%Q1 2022Q2 202410
Cetera Advisors LLC 10100.01%0.02%0.02%Q3 2021Q4 202310
Utah Retirement Systems 910.00%0.01%0.02%Q2 2021Q2 202410
Perennial Investment Advisors, LLC 990.00%0.08%0.13%Q2 2022Q2 202410
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Federation des caisses Desjardins du Quebec 10100.01%0.02%0.04%Q1 2022Q2 202410
Amundi 10100.00%0.01%0.04%Q3 2021Q4 202310
Concorde Asset Management, LLC 990.00%0.10%0.13%Q2 2022Q2 202410
Delos Wealth Advisors, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Snowden Capital Advisors LLC 990.00%0.01%0.02%Q2 2021Q2 20239
RHUMBLINE ADVISERS 990.01%0.01%0.01%Q2 2022Q2 20249
Bensler, LLC 990.02%0.02%0.03%Q2 2022Q2 20249
Asset Dedication, LLC 810.00%0.00%0.00%Q3 2021Q2 20249
SUMMIT SECURITIES GROUP LLC 310.01%0.28%0.79%Q2 2021Q3 20239
AMERICAN CENTURY COMPANIES INC 990.00%0.00%0.00%Q2 2022Q2 20249
Spire Wealth Management 990.02%0.03%0.06%Q2 2022Q2 20249
Bank of New Hampshire 990.00%0.00%0.01%Q2 2022Q2 20249
Soltis Investment Advisors LLC 990.02%0.04%0.08%Q2 2022Q2 20249
EverSource Wealth Advisors, LLC 990.00%0.01%0.03%Q2 2022Q2 20249
SJS Investment Consulting Inc. 720.00%0.00%0.00%Q4 2021Q1 20249
CENTRAL TRUST Co 990.00%0.02%0.05%Q3 2021Q3 20239
SeaCrest Wealth Management, LLC 990.02%0.04%0.06%Q2 2022Q2 20249
AMALGAMATED BANK 990.00%0.01%0.01%Q2 2022Q2 20249
ASSET MANAGEMENT CORP /IL/ /ADV 770.20%0.33%0.48%Q3 2021Q1 20239
OAK HARBOR WEALTH PARTNERS, LLC 540.02%0.06%0.12%Q4 2021Q2 20249
AVANTAX ADVISORY SERVICES, INC. 990.00%0.00%0.01%Q2 2022Q2 20249
Treasurer of the State of North Carolina 990.01%0.01%0.02%Q2 2022Q2 20249
PATHSTONE FAMILY OFFICE, LLC 990.01%0.03%0.09%Q3 2021Q3 20239
ELKHORN PARTNERS LIMITED PARTNERSHIP 990.00%0.06%0.10%Q2 2022Q2 20249
Swiss National Bank 990.01%0.01%0.01%Q2 2022Q2 20249
Solidarity Wealth, LLC 630.11%0.19%0.26%Q1 2022Q2 20249
MSD Partners, L.P. 990.01%0.01%0.02%Q4 2021Q4 20239
Alta Wealth Advisors LLC 990.18%0.25%0.31%Q2 2022Q2 20249
KBC Group NV 540.00%0.00%0.00%Q4 2021Q2 20249
Gradient Investments LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Virtu Financial LLC 610.02%0.18%0.59%Q2 2021Q1 20249
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
CALIBER WEALTH MANAGEMENT, LLC 810.15%0.21%0.27%Q4 2021Q1 20249
Gotham Asset Management, LLC 630.00%0.00%0.01%Q1 2022Q2 20249
Empowered Funds, LLC 990.00%0.01%0.01%Q2 2022Q2 20249
Integrated Advisors Network LLC 990.01%0.02%0.03%Q2 2022Q2 20249
XPONANCE, INC. 990.00%0.00%0.00%Q2 2022Q2 20249
SVB WEALTH LLC 810.00%0.01%0.03%Q3 2021Q4 20239
Good Life Advisors, LLC 990.01%0.02%0.05%Q2 2022Q2 20249
DELTA ASSET MANAGEMENT LLC/TN 720.00%0.00%0.00%Q3 2021Q2 20249
BRIGHTON JONES LLC 880.00%0.20%0.29%Q3 2022Q2 20249
HARBOR INVESTMENT ADVISORY, LLC 990.02%0.02%0.03%Q2 2022Q2 20249
Integrated Wealth Concepts LLC 990.00%0.00%0.00%Q2 2022Q2 20249
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 990.01%0.01%0.02%Q2 2022Q2 20249
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q2 2022Q2 20249
M&T BANK CORP 990.00%0.00%0.00%Q2 2022Q2 20249
VOYA INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q2 2022Q2 20249
HARBOUR INVESTMENTS, INC. 990.01%0.02%0.02%Q2 2022Q2 20249
Allworth Financial LP 990.00%0.00%0.00%Q2 2022Q2 20249
Marathon Trading Investment Management LLC 610.00%0.03%0.14%Q3 2021Q2 20249
FIRST TRUST ADVISORS LP 810.00%0.00%0.01%Q2 2021Q2 20249
Bulltick Wealth Management, LLC 720.03%0.06%0.10%Q3 2021Q4 20239
Miracle Mile Advisors, LLC 810.01%0.02%0.03%Q1 2022Q2 20249
Castleview Partners, LLC 990.00%0.01%0.07%Q4 2021Q4 20239
MetLife Investment Management, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
UMB Bank, n.a. 990.00%0.00%0.00%Q2 2022Q2 20249
Nuveen Asset Management, LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Columbia Asset Management 720.02%0.03%0.05%Q3 2021Q1 20249
Penserra Capital Management LLC 880.00%0.01%0.02%Q2 2021Q1 20238
Main Street Financial Solutions, LLC 880.01%0.01%0.02%Q3 2022Q2 20248
Independent Advisor Alliance 710.00%0.00%0.01%Q1 2022Q2 20248
COLONY GROUP LLC 880.01%0.02%0.04%Q4 2021Q3 20238
TimeScale Financial, Inc. 880.01%0.01%0.01%Q3 2021Q2 20238
BARRETT & COMPANY, INC. 880.01%0.01%0.01%Q3 2022Q2 20248
PRIVATE TRUST CO NA 710.00%0.01%0.03%Q2 2022Q2 20248
Garde Capital, Inc. 880.01%0.03%0.06%Q2 2021Q1 20238
SG3 Management, LLC 440.00%0.04%0.19%Q2 2021Q1 20228
WASHINGTON TRUST Co 880.00%0.00%0.00%Q1 2022Q4 20238
D.A. DAVIDSON & CO. 880.00%0.00%0.01%Q3 2022Q2 20248
KRS Capital Management, LLC 710.07%0.18%0.26%Q4 2021Q1 20248
FOUNDERS FINANCIAL SECURITIES LLC 880.01%0.02%0.03%Q3 2022Q2 20248
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 880.01%0.01%0.01%Q3 2022Q2 20248
Red Tortoise LLC 710.00%0.00%0.00%Q3 2021Q2 20248
EXCHANGE TRADED CONCEPTS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NISA INVESTMENT ADVISORS, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
WEDBUSH SECURITIES INC 410.00%0.01%0.02%Q2 2021Q1 20248
CALTON & ASSOCIATES, INC. 880.04%0.10%0.23%Q3 2022Q2 20248
Jump Financial, LLC 410.00%0.07%0.18%Q3 2021Q1 20248
Interval Partners, LP 310.02%0.06%0.20%Q3 2021Q2 20248
MMBG INVESTMENT ADVISORS CO. 710.04%0.07%0.12%Q4 2021Q2 20248
VICTORY CAPITAL MANAGEMENT INC 880.00%0.00%0.00%Q3 2022Q2 20248
GSA CAPITAL PARTNERS LLP 880.02%0.05%0.12%Q3 2022Q2 20248
Phoenix Holdings Ltd. 880.09%0.26%0.55%Q2 2021Q1 20238
IEQ CAPITAL, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q2 2022Q1 20248
FAS Wealth Partners, Inc. 880.01%0.01%0.02%Q3 2022Q2 20248
Neuberger Berman Group LLC 710.00%0.00%0.00%Q1 2022Q2 20248
CreativeOne Wealth, LLC 620.01%0.01%0.03%Q2 2021Q2 20238
Maryland State Retirement & Pension System 710.01%0.01%0.02%Q2 2022Q2 20248
Shay Capital LLC 210.00%0.08%0.25%Q2 2021Q4 20238
CAPSTONE INVESTMENT ADVISORS, LLC 660.00%0.01%0.01%Q3 2021Q4 20228
M Holdings Securities, Inc. 530.02%0.03%0.05%Q1 2022Q2 20248
Jefferies Group LLC 440.00%0.01%0.03%Q4 2021Q3 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q3 2023Q2 20248
SkyView Investment Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
PHILADELPHIA TRUST CO 880.25%0.43%0.76%Q3 2021Q2 20238
Silicon Hills Wealth Management, LLC 880.07%0.14%0.29%Q2 2021Q1 20238
NOMURA ASSET MANAGEMENT CO LTD 620.00%0.00%0.01%Q4 2021Q2 20248
Joel Isaacson & Co., LLC 880.06%0.10%0.20%Q3 2021Q2 20238
Vigilare Wealth Management 880.12%0.50%1.00%Q2 2021Q1 20238
PEOPLES FINANCIAL SERVICES CORP. 880.00%0.00%0.00%Q2 2021Q1 20238
J. Goldman & Co LP 310.01%0.15%0.49%Q4 2021Q1 20248
West Branch Capital LLC 880.00%0.00%0.00%Q2 2022Q1 20248
Belpointe Asset Management LLC 420.00%0.01%0.02%Q3 2021Q2 20248
Pine Valley Investments Ltd Liability Co 660.01%0.02%0.03%Q1 2023Q2 20248
FIRST NATIONAL TRUST CO 770.01%0.01%0.02%Q4 2021Q2 20237
Corient Private Wealth LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Stratos Wealth Advisors, LLC 410.01%0.02%0.03%Q2 2021Q2 20247
TUCKER ASSET MANAGEMENT LLC 520.00%0.00%0.02%Q1 2022Q2 20247
TCI Wealth Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
STEPH & CO 770.00%0.00%0.00%Q1 2022Q3 20237
ALGERT GLOBAL LLC 510.01%0.04%0.07%Q1 2022Q2 20247
Alliance Wealth Advisors, LLC /UT 770.24%0.31%0.41%Q4 2022Q2 20247
Investment Research & Advisory Group, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
NORGES BANK 510.00%0.01%0.02%Q2 2022Q2 20247
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q4 2021Q2 20237
Quent Capital, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 610.00%0.00%0.00%Q1 2022Q2 20247
MARSHALL WACE, LLP 510.01%0.03%0.08%Q2 2021Q2 20247
Glassman Wealth Services 770.00%0.01%0.01%Q2 2022Q4 20237
VAN ECK ASSOCIATES CORP 520.00%0.00%0.01%Q1 2022Q2 20247
SEI INVESTMENTS CO 610.00%0.00%0.01%Q4 2021Q2 20247
Smith Anglin Financial, LLC 610.01%0.01%0.04%Q2 2021Q2 20247
Worth Financial Advisory Group, LLC 770.06%0.08%0.10%Q4 2022Q2 20247
Handelsbanken Fonder AB 770.00%0.00%0.01%Q4 2022Q2 20247
HRT FINANCIAL LP 210.00%0.04%0.12%Q2 2021Q2 20247
Balentine LLC 770.00%0.01%0.01%Q3 2022Q1 20247
Ballentine Partners, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
MANCHESTER FINANCIAL INC 770.03%0.05%0.06%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
BURNEY CO/ 520.00%0.02%0.05%Q1 2022Q2 20247
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
RFP Financial Group LLC 770.01%0.01%0.02%Q4 2022Q2 20247
TFC Financial Management, Inc. 770.01%0.01%0.02%Q4 2022Q2 20247
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.01%Q1 2022Q3 20237
VitalStone Financial, LLC 770.08%0.31%0.62%Q4 2022Q2 20247
Householder Group Estate & Retirement Specialist, LLC 430.00%0.05%0.10%Q3 2022Q2 20247
EMERALD MUTUAL FUND ADVISERS TRUST 770.01%0.05%0.29%Q2 2021Q4 20227
Continuum Advisory, LLC 770.01%0.01%0.01%Q2 2022Q4 20237
Blueshift Asset Management, LLC 310.04%0.13%0.35%Q3 2021Q2 20247
Iron Gate Global Advisors LLC 770.05%0.06%0.08%Q4 2021Q2 20237
River Street Advisors LLC 770.19%0.25%0.33%Q4 2022Q2 20247
CAROLINAS WEALTH CONSULTING LLC 310.01%0.03%0.07%Q2 2021Q1 20247
Game Plan Financial Advisors, LLC 430.02%0.11%0.27%Q1 2022Q2 20247
SEVEN EIGHT CAPITAL, LP 520.02%0.21%0.70%Q2 2021Q1 20247
Trexquant Investment LP 610.03%0.10%0.18%Q3 2022Q2 20247
Azora Capital LP 551.22%3.23%7.73%Q2 2023Q2 20247
WELLINGTON MANAGEMENT GROUP LLP 660.00%0.00%0.00%Q1 2023Q2 20247
CIBC Asset Management Inc 770.00%0.00%0.00%Q4 2022Q2 20247
Claro Advisors LLC 770.02%0.04%0.08%Q4 2022Q2 20247
Pensionmark Financial Group, LLC 610.01%0.02%0.03%Q1 2022Q2 20247
Lowe Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Archford Capital Strategies, LLC 520.01%0.03%0.04%Q3 2021Q2 20247
TORONTO DOMINION BANK 610.00%0.00%0.00%Q4 2021Q3 20237
KENNEDY INVESTMENT GROUP 770.26%0.43%0.62%Q4 2022Q2 20247
Y.D. More Investments Ltd 770.04%0.11%0.16%Q4 2022Q2 20247
MGO ONE SEVEN LLC 440.03%0.08%0.11%Q3 2023Q2 20247
MACQUARIE GROUP LTD 610.00%0.02%0.06%Q2 2021Q3 20237
Tortoise Investment Management, LLC 420.00%0.00%0.00%Q3 2021Q2 20246
180 WEALTH ADVISORS, LLC 420.02%0.03%0.06%Q3 2021Q1 20236
Sound Income Strategies, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
COWEN AND COMPANY, LLC 110.00%0.07%0.23%Q2 2021Q3 20236
BlueCrest Capital Management Ltd 320.01%0.21%1.16%Q3 2021Q4 20236
Cornerstone Planning Group LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Merit Financial Group, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
Retirement Group, LLC 660.00%0.00%0.00%Q4 2022Q1 20246
CHAPIN DAVIS, INC. 330.03%0.07%0.10%Q4 2022Q2 20246
Lauer Wealth, LLC 660.10%0.27%0.38%Q1 2023Q2 20246
O'Dell Group, LLC 510.00%0.02%0.03%Q1 2022Q2 20246
Redwood Wealth Management Group, LLC 510.06%0.12%0.18%Q4 2022Q2 20246
EP Wealth Advisors, LLC 510.00%0.03%0.05%Q3 2022Q2 20246
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q2 20246
Prostatis Group LLC 660.03%0.06%0.10%Q1 2022Q2 20236
Quinn Opportunity Partners LLC 420.01%0.02%0.03%Q3 2022Q2 20246
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
DRIVE WEALTH MANAGEMENT, LLC 660.06%0.09%0.12%Q1 2023Q2 20246
Plante Moran Financial Advisors, LLC 510.00%0.00%0.00%Q4 2021Q2 20236
Capital Advisors, Ltd. LLC 510.00%0.00%0.00%Q3 2022Q2 20246
Financial Perspectives, Inc 660.00%0.00%0.00%Q1 2023Q2 20246
DnB Asset Management AS 420.00%0.01%0.01%Q4 2021Q2 20246
MARK ASSET MANAGEMENT LP 420.18%0.44%0.68%Q4 2022Q2 20246
Fulcrum Capital LLC 660.20%0.33%0.44%Q3 2021Q4 20226
CNB Bank 330.02%0.03%0.04%Q3 2022Q2 20246
Sierra Capital LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Wealthcare Advisory Partners LLC 510.00%0.01%0.01%Q4 2022Q2 20246
Belvedere Trading LLC 310.00%0.00%0.01%Q2 2021Q4 20236
Dynamic Advisor Solutions LLC 510.01%0.01%0.02%Q3 2021Q2 20246
FAIRFIELD, BUSH & CO. 660.04%0.06%0.09%Q4 2021Q1 20236
Leucadia National 310.00%0.01%0.02%Q4 2022Q4 20236
NWAM LLC 660.01%0.03%0.06%Q1 2023Q2 20246
DDFG, Inc 660.04%0.05%0.06%Q4 2022Q1 20246
Capital Markets Trading UK LLP 310.00%0.02%0.05%Q3 2022Q2 20246
Alpha Paradigm Partners, LLC 660.10%0.14%0.24%Q3 2021Q4 20226
Texas Capital Bank Wealth Management Services Inc 660.02%0.03%0.07%Q1 2023Q2 20246
Horan Securities, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Wealthfront Advisers LLC 660.00%0.00%0.00%Q1 2023Q2 20246
STANSBERRY ASSET MANAGEMENT, LLC 660.08%0.14%0.28%Q3 2021Q4 20226
Sumitomo Mitsui Trust Holdings, Inc. 510.00%0.03%0.06%Q4 2021Q2 20246
CIBC WORLD MARKET INC. 660.00%0.00%0.00%Q2 2021Q3 20226
Par Capital Management 660.12%0.17%0.22%Q2 2022Q3 20236
Cape Investment Advisory, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
HENNESSY ADVISORS INC 420.01%0.07%0.16%Q2 2021Q4 20236
Burleson & Company, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Catalyst Capital Advisors LLC 660.00%0.05%0.10%Q3 2021Q4 20226
American Portfolios Advisors 660.00%0.01%0.03%Q2 2021Q3 20226
PFG Investments, LLC 660.03%0.04%0.06%Q1 2023Q2 20246
WOODMONT INVESTMENT COUNSEL LLC 510.02%0.03%0.04%Q2 2021Q1 20236
West Financial Advisors, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.00%0.00%0.01%Q4 2022Q2 20246
Oak Thistle LLC 310.11%0.22%0.45%Q3 2022Q2 20246
HOURGLASS CAPITAL, LLC 510.04%0.12%0.22%Q1 2022Q2 20246
Proficio Capital Partners LLC 660.01%0.02%0.03%Q3 2021Q4 20226
Cassaday & Co Wealth Management LLC 510.00%0.00%0.00%Q4 2022Q2 20246
MONETA GROUP INVESTMENT ADVISORS LLC 660.00%0.00%0.00%Q4 2022Q1 20246
Patriot Financial Group Insurance Agency, LLC 510.00%0.00%0.01%Q2 2021Q2 20246
AQR Capital Management 310.00%0.00%0.00%Q1 2022Q2 20246
Jacobi Capital Management LLC 660.01%0.01%0.01%Q1 2023Q2 20246
CANTOR FITZGERALD, L. P. 330.00%0.01%0.03%Q3 2022Q1 20246
Holocene Advisors, LP 310.00%0.02%0.09%Q2 2021Q2 20236
Ahrens Investment Partners LLC 310.00%0.05%0.28%Q2 2021Q1 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.02%0.04%0.09%Q2 2021Q3 20226
DekaBank Deutsche Girozentrale 410.00%0.00%0.00%Q4 2021Q2 20246
BBR PARTNERS, LLC 420.01%0.02%0.03%Q1 2022Q3 20236
Wagner Wealth Management, LLC 310.01%0.02%0.04%Q2 2021Q1 20246
Davidson Capital Management Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Jaffetilchin Investment Partners, LLC 660.02%0.04%0.07%Q1 2023Q2 20246
CAPITAL ADVISORS INC/OK 660.00%0.00%0.00%Q1 2023Q2 20246
GOFEN & GLOSSBERG LLC /IL/ 660.00%0.00%0.01%Q3 2021Q4 20226
CoreCap Advisors, LLC 310.00%0.01%0.01%Q4 2021Q2 20246
V Wealth Advisors LLC 510.03%0.04%0.07%Q4 2021Q2 20236
BDO Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
AlphaMark Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Man Group plc 210.00%0.00%0.01%Q2 2021Q4 20235
Procyon Advisors, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Baird Financial Group, Inc. 320.00%0.00%0.00%Q4 2022Q2 20245
ARK Investment Management 550.02%0.37%0.85%Q2 2023Q2 20245
Savior LLC 550.04%0.58%1.18%Q3 2022Q3 20235
Atomi Financial Group, Inc. 410.02%0.06%0.11%Q1 2023Q2 20245
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q2 2021Q2 20225
Pathway Financial Advisers, LLC 320.03%0.09%0.13%Q4 2022Q1 20245
CWA Asset Management Group, LLC 550.01%0.10%0.20%Q4 2021Q4 20225
GREAT VALLEY ADVISOR GROUP, INC. 320.01%0.02%0.02%Q3 2021Q2 20245
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.04%Q2 2021Q1 20245
Hilltop Holdings Inc. 550.01%0.04%0.06%Q2 2023Q2 20245
Orion Capital Management LLC 320.02%0.02%0.03%Q4 2022Q1 20245
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.03%0.08%Q2 2022Q3 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
First Capital Advisors Group, LLC. 550.04%0.06%0.08%Q2 2022Q2 20235
Redhawk Wealth Advisors, Inc. 550.02%0.03%0.04%Q2 2023Q2 20245
ProShare Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
CIM INVESTMENT MANAGEMENT INC 550.08%0.10%0.14%Q1 2022Q1 20235
Truvestments Capital LLC 550.00%0.00%0.01%Q4 2022Q4 20235
ADVISORY RESEARCH INC 410.05%0.15%0.26%Q4 2021Q4 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.01%0.01%0.02%Q2 2023Q2 20245
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Global Financial Private Client, LLC 550.02%0.04%0.06%Q2 2023Q2 20245
KMG FIDUCIARY PARTNERS, LLC 210.01%0.02%0.03%Q3 2021Q4 20235
Bellwether Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Corbenic Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
CTC LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Compagnie Lombard Odier SCmA 550.00%0.00%0.00%Q2 2023Q2 20245
ICA Group Wealth Management, LLC 320.00%0.00%0.01%Q4 2022Q2 20245
Foresight Wealth Management, LLC 550.00%0.45%2.17%Q4 2021Q4 20225
Coston, McIsaac & Partners 550.00%0.00%0.00%Q2 2023Q2 20245
Exos Asset Management LLC 550.03%0.08%0.16%Q2 2021Q2 20225
VALLEY NATIONAL ADVISERS INC 410.00%0.00%0.00%Q1 2023Q2 20245
Heritage Wealth Advisors 550.00%0.00%0.00%Q2 2021Q2 20225
B. Riley Wealth Management, Inc. 550.00%0.07%0.13%Q2 2021Q2 20225
Stone House Investment Management, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Psagot Value Holdings Ltd. / (Israel) 550.01%0.01%0.02%Q4 2021Q4 20225
Weiss Multi-Strategy Advisers LLC 210.01%0.12%0.31%Q2 2021Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q1 2022Q1 20235
Strategic Blueprint, LLC 410.00%0.01%0.01%Q2 2021Q2 20245
Prime Capital Investment Advisors, LLC 410.00%0.00%0.00%Q4 2022Q1 20245
Teza Capital Management LLC 320.01%0.04%0.10%Q1 2023Q2 20245
SoftBank Group 556.41%12.21%17.32%Q2 2021Q2 20225
PFG Private Wealth Management, LLC 310.00%0.01%0.01%Q1 2022Q3 20235
Total Clarity Wealth Management, Inc. 550.02%0.19%0.40%Q3 2021Q3 20225
Concurrent Investment Advisors, LLC 330.00%0.01%0.03%Q4 2023Q2 20245
LOOMIS SAYLES & CO L P 550.00%0.00%0.00%Q4 2022Q4 20235
Capital Analysts, LLC 410.00%0.00%0.00%Q4 2021Q2 20245
AIGEN INVESTMENT MANAGEMENT, LP 310.02%0.05%0.16%Q4 2021Q2 20235
Curi RMB Capital, LLC 550.02%0.03%0.05%Q4 2021Q4 20225
ExodusPoint Capital Management, LP 210.00%0.02%0.04%Q2 2021Q1 20245
TRUEFG, LLC 550.04%0.04%0.05%Q2 2023Q2 20245
Nikko Asset Management Americas, Inc. 550.05%0.44%0.87%Q2 2023Q2 20245
Tidal Investments LLC 550.00%0.01%0.01%Q2 2023Q2 20245
Kingsview Wealth Management, LLC 310.00%0.01%0.03%Q3 2022Q1 20245
BOURGEON CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q4 2022Q4 20235
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q2 2023Q2 20245
PrairieView Partners, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
WCG Wealth Advisors LLC 210.00%0.02%0.03%Q3 2022Q4 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
Chevy Chase Trust Holdings, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
DCM International VI, Ltd. 4430.40%36.17%39.60%Q4 2021Q3 20224
HighPoint Advisor Group LLC 310.04%0.05%0.06%Q2 2022Q2 20244
ATLAS CAPITAL ADVISORS LLC 440.01%0.01%0.01%Q2 2023Q1 20244
Alpha Square Group S LLC 440.36%0.48%0.64%Q3 2022Q2 20234
Annapolis Financial Services, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Enlightenment Research, LLC 220.19%0.28%0.46%Q3 2021Q3 20224
Consolidated Portfolio Review Corp 440.03%0.04%0.05%Q1 2023Q4 20234
GUGGENHEIM CAPITAL LLC 310.00%0.00%0.00%Q4 2021Q1 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
VisionPoint Advisory Group, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Benedetti & Gucer, Inc. 310.07%0.12%0.21%Q4 2021Q4 20224
Realta Investment Advisors 220.01%0.03%0.05%Q3 2021Q3 20224
QRG CAPITAL MANAGEMENT, INC. 440.00%0.01%0.01%Q3 2023Q2 20244
Quadrature Capital Ltd 220.03%0.32%0.52%Q1 2023Q1 20244
Magnetar Financial LLC 310.00%0.01%0.02%Q3 2021Q3 20224
Nemes Rush Group LLC 440.01%0.01%0.01%Q3 2023Q2 20244
CenterStar Asset Management, LLC 220.00%0.01%0.02%Q2 2021Q3 20214
Balboa Wealth Partners 440.03%0.05%0.08%Q2 2023Q1 20244
GRIFFIN ASSET MANAGEMENT, INC. 440.02%0.04%0.06%Q2 2021Q1 20224
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Advisors Preferred, LLC 440.00%0.01%0.01%Q1 2023Q4 20234
Must Asset Management Inc. 443.25%4.41%6.11%Q4 2022Q3 20234
TWO SIGMA ADVISERS, LP 310.00%0.21%0.29%Q2 2023Q2 20244
Strategic Investment Solutions, Inc. /IL 440.00%0.00%0.00%Q1 2023Q4 20234
PURSUE WEALTH PARTNERS LLC 220.04%0.28%0.55%Q3 2022Q2 20244
Coatue Management 310.06%0.47%0.93%Q2 2021Q4 20224
STRS OHIO 310.00%0.00%0.01%Q1 2023Q1 20244
Stockman Wealth Management, Inc. 310.02%0.05%0.06%Q3 2021Q4 20224
SkyOak Wealth, LLC 440.02%0.02%0.02%Q2 2022Q1 20234
Suncoast Equity Management 440.01%0.01%0.02%Q1 2023Q4 20234
NBC SECURITIES, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
Monashee Investment Management LLC 110.07%0.54%1.17%Q2 2021Q1 20244
TUDOR INVESTMENT CORP ET AL 110.01%0.05%0.07%Q2 2021Q4 20234
Pearl River Capital, LLC 210.01%0.08%0.17%Q2 2022Q2 20244
IHT Wealth Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Keystone Financial Group 310.02%0.02%0.03%Q2 2022Q2 20234
Private Capital Group, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
DUDLEY CAPITAL MANAGEMENT, LLC 220.02%0.02%0.03%Q4 2022Q1 20234
Connor, Clark & Lunn Investment Management Ltd. 440.03%0.03%0.04%Q3 2023Q2 20244
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.03%0.04%Q3 2023Q2 20244
Ionic Capital Management LLC 310.05%0.10%0.12%Q3 2021Q1 20244
McAlister, Sweet & Associates, Inc. 220.06%0.09%0.12%Q1 2022Q2 20234
Gainplan LLC 210.03%0.24%0.61%Q2 2021Q2 20244
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.03%0.05%Q3 2021Q3 20234
MidWestOne Financial Group, Inc. 440.02%0.02%0.02%Q3 2023Q2 20244
TD ASSET MANAGEMENT INC 440.01%0.01%0.02%Q2 2021Q1 20224
Pictet Asset Management Holding SA 440.00%0.00%0.00%Q3 2023Q2 20244
INSIGNEO ADVISORY SERVICES, LLC 310.01%0.02%0.02%Q2 2023Q2 20244
NORTHWEST WEALTH MANAGEMENT, LLC 440.03%0.03%0.03%Q3 2023Q2 20244
Point72 Middle East FZE 220.03%0.06%0.13%Q4 2022Q4 20234
Sunbelt Securities, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Apollon Wealth Management, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
Centiva Capital, LP 220.00%0.01%0.03%Q3 2021Q1 20244
Simplicity Solutions, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
CHIRON CAPITAL MANAGEMENT, LLC 440.05%0.06%0.06%Q2 2022Q1 20234
ZRC WEALTH MANAGEMENT, LLC 440.01%0.02%0.02%Q1 2023Q4 20234
JUPITER ASSET MANAGEMENT LTD 310.01%0.02%0.02%Q3 2021Q4 20234
Quantinno Capital Management LP 440.00%0.02%0.04%Q3 2023Q2 20244
Autumn Glory Partners, LLC 310.03%0.05%0.08%Q3 2022Q4 20234
Walkner Condon Financial Advisors LLC 210.02%0.04%0.05%Q2 2022Q2 20244
Performa Ltd (US), LLC 440.00%0.00%0.00%Q2 2022Q1 20234
RiverPark Advisors, LLC 440.99%1.38%1.87%Q2 2021Q1 20224
Financial Architects, Inc 440.12%0.14%0.18%Q2 2021Q1 20224
Quantbot Technologies LP 310.02%0.20%0.46%Q2 2021Q2 20244
AXQ CAPITAL, LP 220.04%0.09%0.16%Q1 2023Q1 20244
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.01%Q3 2023Q2 20244
ZAZOVE ASSOCIATES LLC 440.07%0.09%0.12%Q1 2022Q4 20224
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Axim Planning & Wealth 440.14%0.20%0.29%Q3 2023Q2 20244
RWA WEALTH PARTNERS, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Strategic Advocates LLC 440.19%0.23%0.28%Q3 2023Q2 20244
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q2 20244
Bison Wealth, LLC 220.00%0.01%0.01%Q1 2024Q2 20244
FRANKLIN RESOURCES INC 440.00%0.02%0.03%Q2 2021Q1 20224
Tilt Investment Management Holdings, PBC 440.58%0.67%0.81%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Bleakley Financial Group, LLC 440.00%0.00%0.01%Q2 2023Q1 20244
CAAS CAPITAL MANAGEMENT LP 110.00%0.02%0.03%Q2 2021Q1 20234
St. Johns Investment Management Company, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20243
Western Wealth Management, LLC 210.01%0.02%0.03%Q3 2023Q2 20243
Krilogy Financial LLC 330.01%0.01%0.01%Q1 2022Q3 20223
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q4 2022Q4 20233
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Main Street Group, LTD 330.00%0.00%0.00%Q4 2023Q2 20243
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
LMR Partners LLP 330.07%0.14%0.23%Q4 2023Q2 20243
Crawford Fund Management, LLC 330.36%0.40%0.46%Q4 2023Q2 20243
Carroll Financial Associates, Inc. 330.00%0.01%0.01%Q2 2021Q4 20213
Vermillion & White Wealth Management Group, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
SOL Capital Management CO 330.01%0.01%0.01%Q2 2022Q4 20223
PANORAMIC INVESTMENT ADVISORS, LLC 330.11%0.15%0.20%Q3 2023Q1 20243
LEVIN CAPITAL STRATEGIES, L.P. 210.01%0.01%0.01%Q4 2022Q4 20233
Edge Wealth Management LLC 330.01%0.01%0.02%Q2 2021Q4 20213
WEALTHSOURCE PARTNERS, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Quadcap Wealth Management, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Prosperity Wealth Management, Inc. 110.08%0.13%0.20%Q4 2022Q4 20233
DIMENSIONAL FUND ADVISORS LP 330.01%0.01%0.02%Q4 2023Q2 20243
QCM Cayman, Ltd. 110.66%1.39%2.80%Q1 2022Q3 20233
GAMMA Investing LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Gerber Kawasaki Wealth & Investment Management 210.00%0.01%0.01%Q3 2021Q3 20223
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
Creekmur Asset Management LLC 330.01%0.06%0.12%Q4 2023Q2 20243
Steele Capital Management, Inc. 330.00%0.01%0.01%Q4 2023Q2 20243
Hall Kathryn A. 210.05%0.09%0.14%Q2 2022Q2 20233
Future Financial Wealth Managment LLC 210.03%0.03%0.04%Q4 2021Q1 20243
HOWE & RUSLING INC 330.00%0.00%0.00%Q1 2022Q3 20223
Fortitude Family Office, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
FREEDOM WEALTH ALLIANCE, LLC 210.03%0.17%0.29%Q4 2022Q3 20233
FAGAN ASSOCIATES, INC. 330.01%0.01%0.02%Q3 2022Q1 20233
Trueblood Wealth Management, LLC 330.08%0.09%0.10%Q4 2023Q2 20243
Laird Norton Wetherby Trust Company, LLC 330.02%0.03%0.06%Q4 2023Q2 20243
Islet Management, LP 110.05%0.24%0.53%Q2 2021Q4 20213
Concord Wealth Partners 210.00%0.00%0.00%Q4 2021Q2 20243
GPS Wealth Strategies Group, LLC 210.00%0.00%0.00%Q2 2022Q2 20243
Wiser Advisor Group LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Bridgecreek Investment Management, LLC 330.05%0.45%0.79%Q3 2021Q1 20223
Claraphi Advisory Network, LLC 330.04%0.08%0.12%Q4 2021Q2 20223
Northwest Capital Management Inc 330.00%0.00%0.00%Q4 2023Q2 20243
Northside Capital Management, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
Brevan Howard Capital Management LP 330.01%0.01%0.01%Q4 2023Q2 20243
Probity Advisors, Inc. 330.03%0.03%0.03%Q4 2023Q2 20243
BFSG, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Private Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Second Line Capital, LLC 330.49%0.67%0.95%Q4 2023Q2 20243
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.01%Q1 2022Q3 20233
Forum Financial Management, LP 330.00%0.00%0.01%Q4 2023Q2 20243
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q4 2023Q2 20243
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
Tidemark, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
NORDEA INVESTMENT MANAGEMENT AB 210.00%0.01%0.01%Q4 2021Q2 20243
Sachetta, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Colony Group, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2021Q2 20243
Renaissance Technologies 210.00%0.02%0.06%Q3 2021Q1 20243
City State Bank 330.00%0.00%0.00%Q4 2023Q2 20243
Sepio Capital, LP 210.04%0.41%0.93%Q3 2021Q2 20223
Rafferty Asset Management, LLC 210.00%0.01%0.01%Q2 2022Q1 20243
HBK Sorce Advisory LLC 210.00%0.01%0.01%Q4 2021Q4 20223
Mine & Arao Wealth Creation & Management, LLC. 330.01%0.02%0.02%Q2 2021Q4 20213
Aquatic Capital Management LLC 210.01%0.08%0.16%Q1 2023Q1 20243
NEXT Financial Group, Inc 330.00%0.00%0.01%Q2 2021Q4 20213
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
EMERALD ADVISERS, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Quantamental Technologies LLC 110.18%0.26%0.41%Q3 2022Q3 20233
First Command Financial Services, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q1 2022Q2 20243
Oxinas Partners Wealth Management LLC 330.15%0.16%0.16%Q2 2021Q4 20213
WETZEL INVESTMENT ADVISORS, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
FinTrust Capital Advisors, LLC 330.00%0.01%0.01%Q3 2021Q1 20223
Soros Fund Management 110.04%0.06%0.08%Q3 2021Q2 20243
Wedmont Private Capital 330.01%0.01%0.01%Q3 2023Q1 20243
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
FOX RUN MANAGEMENT, L.L.C. 210.03%0.04%0.05%Q3 2022Q2 20243
Newman Dignan & Sheerar, Inc. 110.03%0.04%0.05%Q4 2021Q4 20233
First Command Bank 330.00%0.00%0.00%Q3 2022Q1 20233
LM Advisors LLC 330.00%0.17%0.34%Q4 2023Q2 20243
Engineers Gate Manager LP 210.01%0.01%0.01%Q2 2023Q2 20243
Bruce G. Allen Investments, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Foundations Investment Advisors, LLC 330.00%0.01%0.01%Q3 2023Q1 20243
Robeco Institutional Asset Management B.V. 330.00%0.00%0.00%Q4 2021Q2 20223
Inspire Advisors, LLC 210.02%0.03%0.05%Q4 2021Q3 20223
Gillson Capital LP 330.29%0.42%0.52%Q3 2021Q1 20223
Clarity Capital Partners LLC 331.76%1.99%2.37%Q4 2023Q2 20243
Carmichael Hill & Associates, Inc. 210.00%0.00%0.01%Q2 2021Q2 20243
Korea Investment CORP 330.00%0.00%0.01%Q4 2021Q2 20223
Symmetry Investments LP 110.00%0.09%0.22%Q2 2021Q2 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
Diversified Trust Co 330.00%0.01%0.01%Q4 2023Q2 20243
InterOcean Capital Group, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
West Oak Capital, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Y-Intercept (Hong Kong) Ltd 210.16%0.24%0.41%Q1 2023Q4 20233
VIRGINIA RETIREMENT SYSTEMS ET Al 210.00%0.00%0.00%Q3 2022Q3 20233
Redpoint Investment Management Pty Ltd 330.01%0.01%0.02%Q1 2022Q3 20223
Aptus Capital Advisors, LLC 330.03%0.04%0.06%Q4 2023Q2 20243
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
HB Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20243
RIVERPARK CAPITAL MANAGEMENT LLC 331.33%2.24%3.19%Q3 2021Q1 20223
TWIN PEAKS WEALTH ADVISORS, LLC 330.04%0.05%0.07%Q4 2023Q2 20243
Quarry LP 110.00%0.01%0.02%Q1 2023Q2 20243
Odey Asset Management Group Ltd 210.28%0.45%0.72%Q3 2021Q4 20223
KLCM Advisors, Inc. 330.01%0.02%0.04%Q4 2023Q2 20243
Shaolin Capital Management LLC 220.19%0.58%0.82%Q4 2023Q1 20243
Pathstone Holdings, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 330.00%0.02%0.04%Q4 2021Q2 20223
Bogart Wealth, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Wellington Wealth Strategies, LLC. 210.09%0.28%0.38%Q4 2020Q1 20243
Kercheville Advisors, LLC 220.10%0.11%0.11%Q3 2023Q4 20232
BOENNING & SCATTERGOOD, INC. 110.02%0.02%0.02%Q1 2022Q4 20222
Illinois Municipal Retirement Fund 220.01%0.01%0.01%Q3 2021Q4 20212
BAMCO INC /NY/ 220.06%0.09%0.12%Q4 2021Q1 20222
STATE OF MICHIGAN RETIREMENT SYSTEM 220.04%0.04%0.05%Q1 2024Q2 20242
Capital CS Group, LLC 220.02%0.09%0.16%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Entropy Technologies, LP 220.05%0.06%0.08%Q1 2024Q2 20242
Pentwater Capital Management LP 220.01%0.01%0.01%Q2 2021Q3 20212
Modus Advisors, LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
WOLVERINE ASSET MANAGEMENT LLC 220.01%0.02%0.04%Q2 2021Q3 20212
EMG Holdings, L.P. 220.91%1.00%1.09%Q4 2023Q1 20242
VOISARD ASSET MANAGEMENT GROUP, INC. 220.00%0.00%0.00%Q4 2023Q1 20242
BENJAMIN EDWARDS INC 220.00%0.00%0.00%Q1 2024Q2 20242
Community Bank, N.A. 220.00%0.00%0.00%Q1 2023Q2 20232
WINTON GROUP Ltd 110.02%0.02%0.03%Q4 2021Q1 20232
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HST Ventures, LLC 110.41%0.48%0.55%Q1 2022Q1 20242
Durable Capital Partners LP 220.43%1.07%1.71%Q2 2021Q3 20212
Sender Co & Partners, Inc. 220.07%0.09%0.11%Q4 2022Q1 20232
Tuttle Capital Management, LLC 220.22%0.27%0.31%Q3 2021Q4 20212
L & S Advisors Inc 220.16%0.19%0.22%Q3 2021Q4 20212
Vestcor Inc 220.00%0.00%0.00%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Estate Counselors, LLC 220.13%0.14%0.15%Q1 2024Q2 20242
Clay Northam Wealth Management, LLC 220.07%0.07%0.08%Q1 2024Q2 20242
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Vantis Investment Advisers L.P. 222.19%2.46%2.74%Q3 2021Q4 20212
DB Fitzpatrick & Co, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
SWEENEY & MICHEL, LLC 220.14%0.16%0.18%Q1 2023Q2 20232
APG Asset Management N.V. 220.00%0.00%0.00%Q4 2021Q1 20222
FIRST AMERICAN TRUST, FSB 220.28%0.36%0.43%Q4 2021Q1 20222
Harbour Capital Advisors, LLC 220.05%0.08%0.12%Q3 2021Q4 20212
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BOKF, NA 220.00%0.00%0.00%Q1 2024Q2 20242
Anchor Investment Management, LLC 110.00%0.00%0.00%Q3 2022Q1 20242
Bridgefront Capital, LLC 110.08%0.18%0.27%Q1 2023Q1 20242
Greenland Capital Management LP 110.06%0.06%0.06%Q1 2024Q1 20242
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
PATHWAY CAPITAL MANAGEMENT, LP 225.19%5.19%5.20%Q2 2021Q3 20212
BURR FINANCIAL SERVICES, LLC 220.08%0.08%0.08%Q4 2023Q1 20242
HOEY INVESTMENTS, INC 110.00%0.00%0.01%Q3 2021Q4 20232
Yarbrough Capital, LLC 110.00%0.01%0.01%Q1 2022Q4 20222
CORA CAPITAL ADVISORS LLC 220.03%0.04%0.05%Q4 2022Q1 20232
EntryPoint Capital, LLC 220.12%0.15%0.19%Q4 2023Q1 20242
Chimera Capital Management LLC 220.03%0.13%0.22%Q3 2022Q4 20222
Waverton Investment Management Ltd 220.07%0.08%0.10%Q4 2021Q1 20222
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 220.00%0.00%0.00%Q1 2024Q2 20242
PROFFITT & GOODSON INC 220.00%0.00%0.00%Q4 2021Q1 20222
Sumitomo Mitsui DS Asset Management Company, Ltd 220.01%0.01%0.01%Q4 2021Q1 20222
WealthCollab, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
Clear Creek Financial Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q1 2022Q2 20232
Qube Research & Technologies Ltd 110.01%0.01%0.02%Q2 2021Q3 20232
Marshall Financial Group, LLC 220.03%0.03%0.04%Q1 2024Q2 20242
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.01%Q2 2021Q2 20242
Ergoteles LLC 110.00%0.01%0.02%Q1 2022Q3 20222
Allianz Asset Management GmbH 220.00%0.00%0.00%Q4 2021Q1 20222
Cypress Capital, LLC 220.04%0.05%0.06%Q2 2021Q3 20212
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Nebula Research & Development LLC 220.02%0.07%0.11%Q4 2023Q1 20242
SEGALL BRYANT & HAMILL, LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Evolution Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
SYSTM Wealth Solutions LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Selective Wealth Management, Inc. 220.00%0.00%0.01%Q2 2022Q3 20222
Coastal Bridge Advisors, LLC 110.00%0.00%0.01%Q1 2023Q1 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q1 20242
Edgestream Partners, L.P. 110.01%0.05%0.08%Q4 2023Q2 20242
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q4 20232
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
DUPONT CAPITAL MANAGEMENT CORP 220.02%0.02%0.02%Q4 2021Q1 20222
Brainard Capital Management LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Hilltop National Bank 220.00%0.00%0.00%Q1 2024Q2 20242
NewEdge Wealth, LLC 220.02%0.03%0.03%Q4 2021Q1 20222
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Paloma Partners Management Co 220.02%0.02%0.02%Q4 2021Q1 20222
ORG Partners LLC 220.00%0.03%0.05%Q1 2024Q2 20242
Archer Investment Corp 220.01%0.01%0.01%Q1 2024Q2 20242
Cordasco Financial Network 220.01%0.01%0.01%Q2 2021Q3 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2024Q2 20242
FSA Wealth Management LLC 220.00%0.00%0.00%Q4 2023Q1 20242
BOWEN HANES & CO INC 220.13%0.31%0.49%Q3 2021Q4 20212
B. Metzler seel. Sohn & Co. AG 220.00%0.00%0.00%Q4 2021Q1 20222
TCWP LLC 110.00%0.01%0.02%Q1 2022Q4 20222
PERISCOPE CAPITAL INC. 110.01%0.01%0.01%Q2 2023Q2 20232
Activest Wealth Management 220.01%0.01%0.02%Q3 2022Q4 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Liberty Mutual Group Asset Management Inc. 220.03%0.06%0.09%Q2 2021Q3 20212
State of Tennessee, Department of Treasury 220.01%0.01%0.01%Q2 2021Q3 20212
Kesler, Norman & Wride, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
FIDUCIARY TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.01%0.01%0.01%Q4 2021Q1 20222
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2023Q1 20242
Kensington Investment Counsel, LLC 220.03%0.05%0.07%Q1 2024Q2 20242
BERKSHIRE CAPITAL HOLDINGS INC 220.00%0.00%0.00%Q1 2024Q2 20242
WESTPAC BANKING CORP 110.01%0.01%0.02%Q2 2021Q4 20212
YOUSIF CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Crestline Management, LP 110.03%0.04%0.06%Q3 2021Q3 20212
IFM Investors Pty Ltd 220.01%0.01%0.02%Q4 2021Q1 20222
Kapitalo Investimentos Ltda 110.00%0.04%0.08%Q1 2023Q4 20232
Pflug Koory, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Frazier Financial Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.02%Q2 2021Q2 20232
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2023Q2 20232
Envestnet Portfolio Solutions, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
DOHENY ASSET MANAGEMENT /CA 220.32%0.46%0.60%Q4 2021Q1 20222
Glen Eagle Advisors, LLC 110.00%0.00%0.00%Q1 2023Q2 20242
ALLSTATE CORP 220.01%0.02%0.02%Q4 2021Q1 20222
OCCUDO QUANTITATIVE STRATEGIES LP 220.14%0.26%0.38%Q2 2023Q3 20232
Jasper Ridge Partners, L.P. 220.06%0.07%0.08%Q2 2021Q3 20212
MAVERICK CAPITAL LTD 220.01%0.02%0.04%Q1 2023Q2 20232
Elo Mutual Pension Insurance Co 220.01%0.01%0.02%Q4 2021Q1 20222
Interchange Capital Partners, LLC 220.05%0.08%0.11%Q1 2024Q2 20242
Quest Partners LLC 220.03%0.03%0.04%Q4 2023Q1 20242
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
CX Institutional 220.00%0.00%0.00%Q1 2023Q2 20232
Vestmark Advisory Solutions, Inc. 220.11%0.14%0.17%Q1 2024Q2 20242
GABELLI FUNDS LLC 220.00%0.00%0.00%Q4 2023Q1 20242
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q3 2021Q3 20222
FSC Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Alpine Global Management, LLC 110.03%0.04%0.05%Q4 2021Q4 20222
BBJS FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
PROVENCE WEALTH MANAGEMENT GROUP 220.01%0.01%0.01%Q3 2023Q4 20232
WEALTH EFFECTS LLC 110.04%0.10%0.16%Q4 2021Q4 20232
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Lakeshore Financial Planning, Inc. 220.28%0.30%0.31%Q1 2024Q2 20242
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 220.00%0.00%0.00%Q1 2024Q2 20242
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2022Q2 20242
OLD POINT TRUST & FINANCIAL SERVICES N A 220.00%0.00%0.00%Q1 2024Q2 20242
PINNACLE ASSOCIATES LTD 220.00%0.00%0.00%Q1 2024Q2 20242
WALLER FINANCIAL PLANNING GROUP, INC 110.00%0.01%0.02%Q2 2024Q2 20242
Diversify Advisory Services, LLC 220.26%0.34%0.41%Q1 2024Q2 20242
Cinctive Capital Management LP 220.08%0.08%0.08%Q4 2021Q1 20222
TFO Wealth Partners, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
TriaGen Wealth Management LLC 220.12%0.12%0.13%Q2 2023Q3 20232
EXANE DERIVATIVES 110.00%0.03%0.05%Q4 2021Q2 20222
Fore Capital, LLC 220.12%0.40%0.67%Q4 2022Q1 20232
Freestone Capital Holdings, LLC 220.01%0.01%0.02%Q1 2024Q2 20242
K2 PRINCIPAL FUND, L.P. 220.01%0.01%0.01%Q2 2022Q3 20222
Eukles Asset Management 220.00%0.00%0.00%Q1 2024Q2 20242
VIMA LLC 220.00%0.01%0.01%Q4 2023Q1 20242
SUVRETTA CAPITAL MANAGEMENT, LLC 110.41%0.56%0.72%Q2 2021Q2 20212
Paragon Advisors, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
LJI Wealth Management, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Keebeck Wealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 220.01%0.01%0.01%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Prentice Capital Management, LP 222.33%2.47%2.60%Q1 2024Q2 20242
TCG Advisory Services, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Alyeska Investment Group, L.P. 110.02%0.08%0.13%Q2 2021Q1 20242
XTX Topco Ltd 220.04%0.16%0.29%Q3 2022Q4 20222
Mitsubishi UFJ Trust & Banking Corp 220.01%0.01%0.01%Q4 2021Q1 20222
Mandatum Life Insurance Co Ltd 110.05%0.05%0.05%Q2 2023Q4 20232
Smartleaf Asset Management LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Paragon Wealth Strategies, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Vident Advisory, LLC 110.00%0.01%0.01%Q4 2023Q2 20242
MCF Advisors LLC 220.00%0.00%0.00%Q1 2024Q2 20242
IPG Investment Advisors LLC 220.02%0.06%0.09%Q1 2024Q2 20242
Parsec Financial Management, Inc. 220.02%0.03%0.04%Q1 2022Q2 20222
PARSONS CAPITAL MANAGEMENT INC/RI 220.01%0.01%0.02%Q2 2021Q3 20212
DDD Partners, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Insight Advisors, LLC/ PA 220.18%0.19%0.20%Q3 2021Q4 20212
Kelly Financial Services LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Susquehanna Portfolio Strategies, LLC 220.15%0.15%0.16%Q4 2023Q1 20242
WATER ISLAND CAPITAL LLC 220.00%0.00%0.01%Q3 2022Q4 20222
Coordinated Financial Services, Inc./CO 220.14%0.14%0.15%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q2 2023Q2 20232
STOCK YARDS BANK & TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
Merriman Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
RAYMOND JAMES TRUST N.A. 110.00%0.00%0.00%Q2 2024Q2 20241
Grosvenor Holdings, L.L.C. 111.13%1.13%1.13%Q2 2021Q2 20211
Marshall Wace North America L.P. 110.01%0.01%0.01%Q2 2021Q2 20211
COOKSON PEIRCE & CO INC 110.01%0.01%0.01%Q1 2023Q1 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2024Q1 20241
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Fermata Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Sandbox Financial Partners, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Pacer Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MOORE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Avidian Wealth Enterprises, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Hel Ved Capital Management Ltd 110.18%0.18%0.18%Q4 2023Q4 20231
Ratan Capital Management LP 110.32%0.32%0.32%Q2 2021Q2 20211
Tempus Wealth Planning, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EAM Global Investors LLC 110.97%0.97%0.97%Q2 2023Q2 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Baker Chad R 110.59%0.59%0.59%Q1 2022Q1 20221
OVERSEA-CHINESE BANKING Corp Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
LifePro Asset Management 113.03%3.03%3.03%Q4 2021Q4 20211
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Petrus Trust Company, LTA 110.01%0.01%0.01%Q4 2022Q4 20221
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Third Point 113.24%3.24%3.24%Q2 2021Q2 20211
Piscataqua Savings Bank 110.02%0.02%0.02%Q1 2024Q1 20241
ETF MANAGERS GROUP, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
EAM Investors, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
AVIVA PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Golden Green, Inc. 110.59%0.59%0.59%Q1 2022Q1 20221
SYMMETRY PEAK MANAGEMENT LLC 110.42%0.42%0.42%Q3 2021Q3 20211
BROWN, LISLE/CUMMINGS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Bollard Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Richmond Brothers, Inc. 110.13%0.13%0.13%Q2 2024Q2 20241
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Opal Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Tabor Asset Management, LP 110.53%0.53%0.53%Q2 2022Q2 20221
SILVERLAKE WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Corton Capital Inc. 110.18%0.18%0.18%Q2 2024Q2 20241
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
LUMINUS MANAGEMENT LLC 111.08%1.08%1.08%Q3 2022Q3 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q4 2021Q4 20211
Senator Investment Group LP 111.27%1.27%1.27%Q2 2021Q2 20211
Mizuho Markets Cayman LP 110.31%0.31%0.31%Q1 2023Q1 20231
Artisan Partners Limited Partnership 110.13%0.13%0.13%Q4 2021Q4 20211
STEVENS CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q2 2024Q2 20241
Cutter & CO Brokerage, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
CHILTON INVESTMENT CO INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Partners Group Holding AG 110.08%0.08%0.08%Q3 2021Q3 20211
Caitlin John, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
CTC Capital Management, LLC 110.52%0.52%0.52%Q1 2022Q1 20221
DRW Securities, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2024Q2 20241
Sterling Financial Planning, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
JACOB ASSET MANAGEMENT OF NEW YORK LLC 110.55%0.55%0.55%Q3 2023Q3 20231
LGT Group Foundation 110.08%0.08%0.08%Q4 2021Q4 20211
Allen Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTHSPAN PARTNERS, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Riverview Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
Headlands Technologies LLC 110.18%0.18%0.18%Q4 2023Q4 20231
MAPLELANE CAPITAL, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Board of Trustees of The Leland Stanford Junior University 110.03%0.03%0.03%Q2 2021Q2 20211
Reitz Capital Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BLODGETT WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Samson Rock Capital LLP 110.75%0.75%0.75%Q3 2021Q3 20211
Kodai Capital Management LP 110.13%0.13%0.13%Q2 2024Q2 20241
KAVAR CAPITAL PARTNERS GROUP, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Full18 Capital LLC 110.33%0.33%0.33%Q2 2021Q2 20211
Concentric Capital Strategies, LP 110.08%0.08%0.08%Q1 2022Q1 20221
Banco BTG Pactual S.A. 116.35%6.35%6.35%Q1 2022Q1 20221
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
O'Neil Global Advisors, Inc. 111.02%1.02%1.02%Q2 2021Q2 20211
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Venator Capital Management Ltd. 111.64%1.64%1.64%Q4 2021Q4 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
ENZI WEALTH 110.04%0.04%0.04%Q4 2022Q4 20221
RiverGlades Family Offices LLC 110.05%0.05%0.05%Q4 2022Q4 20221
PATRON PARTNERS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Candriam S.C.A. 110.00%0.00%0.00%Q2 2023Q2 20231
CITIZENS FINANCIAL GROUP INC/RI 110.02%0.02%0.02%Q2 2024Q2 20241
EMFO, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
WHITTIER TRUST CO 110.00%0.00%0.00%Q4 2023Q4 20231
Clarity Asset Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Waldron Private Wealth LLC 110.01%0.01%0.01%Q1 2024Q1 20241
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
Point72 Hong Kong Ltd 110.05%0.05%0.05%Q3 2022Q3 20221
Machina Capital S.A.S. 110.01%0.01%0.01%Q1 2023Q1 20231
DCF Advisers, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
State of Wyoming 110.00%0.00%0.00%Q3 2021Q3 20211
Watts Gwilliam & Co., LLC 110.04%0.04%0.04%Q1 2024Q1 20241
North Fourth Asset Management, LP 110.32%0.32%0.32%Q2 2023Q2 20231
Laidlaw Wealth Management LLC 110.05%0.05%0.05%Q4 2021Q4 20211
DiNuzzo Private Wealth, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Byrne Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Laurion Capital Management LP 110.03%0.03%0.03%Q3 2021Q3 20211
Strategic Financial Concepts, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Lynwood Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Empyrean Capital Partners, LP 110.24%0.24%0.24%Q2 2021Q2 20211
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Temasek Holdings (Private) Ltd 110.25%0.25%0.25%Q2 2021Q2 20211
Sciencast Management LP 110.12%0.12%0.12%Q4 2021Q4 20211
WASHBURN CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q4 2023Q4 20231
ARMISTICE CAPITAL, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Bartlett & Co. LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FORSTA AP-FONDEN 110.02%0.02%0.02%Q4 2021Q4 20211
EFG Asset Management (North America) Corp. 110.11%0.11%0.11%Q3 2022Q3 20221
MYDA Advisors LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
SFMG, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Emerald Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Brookstone Capital Management 110.01%0.01%0.01%Q2 2024Q2 20241
Corebridge Financial, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Carnegie Investment Counsel 110.00%0.00%0.00%Q4 2022Q4 20221
Invenomic Capital Management LP 110.21%0.21%0.21%Q4 2022Q4 20221
Rubric Capital Management LP 110.23%0.23%0.23%Q2 2021Q2 20211
Liberty Street Advisors, Inc. 1123.73%23.73%23.73%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Refined Wealth Management 110.12%0.12%0.12%Q2 2024Q2 20241
NinePointTwo Capital LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Arrowroot Family Office, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IFG Advisory, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Jessup Wealth Management, Inc 112.39%2.39%2.39%Q3 2023Q3 20231
Sowell Financial Services LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Unique Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Corient Capital Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FULLCIRCLE WEALTH LLC 110.05%0.05%0.05%Q2 2024Q2 20241
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Serengeti Asset Management LP 110.19%0.19%0.19%Q3 2021Q3 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Avion Wealth 110.00%0.00%0.00%Q2 2024Q2 20241
Point Break Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
High Net Worth Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
PALISADE CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q2 2024Q2 20241
USCA RIA LLC 110.02%0.02%0.02%Q2 2021Q2 20211
CLEAR STREET LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DIVERSIFY WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
First Personal Financial Services 110.00%0.00%0.00%Q4 2023Q4 20231
Cyrus J. Lawrence, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Hobbs Group Advisors, LLC 110.15%0.15%0.15%Q2 2024Q2 20241
SpiderRock Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Davis Capital Management 110.02%0.02%0.02%Q2 2024Q2 20241
LAFFER TENGLER INVESTMENTS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Park West Asset Management LLC 110.71%0.71%0.71%Q2 2021Q2 20211
Brookfield Asset Management 110.00%0.00%0.00%Q4 2022Q4 20221
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOSUN ASSET MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2024Q1 20241
Weiss Asset Management LP 110.71%0.71%0.71%Q4 2023Q4 20231
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ELEMENT CAPITAL MANAGEMENT LLC 110.93%0.93%0.93%Q3 2021Q3 20211
Luxor Capital Group, LP 110.08%0.08%0.08%Q2 2021Q2 20211
Capula Management Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
Abound Wealth Management 110.00%0.00%0.00%Q4 2023Q4 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Zweig-DiMenna Associates LLC 110.04%0.04%0.04%Q1 2023Q1 20231
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
JT Stratford LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.02%0.02%0.02%Q2 2024Q2 20241
Sloy Dahl & Holst, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BARTLETT & CO. WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Winthrop Capital Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
CHOREO, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Biltmore Capital Advisors LLC 110.08%0.08%0.08%Q4 2021Q4 20211
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SHERBROOKE PARK ADVISERS LLC 110.05%0.05%0.05%Q2 2023Q2 20231
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.37%0.37%0.37%Q4 2023Q4 20231
LECAP ASSET MANAGEMENT LTD 110.32%0.32%0.32%Q4 2023Q4 20231
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Legacy Wealth Planning, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Bank & Trust Co 110.01%0.01%0.01%Q2 2024Q2 20241
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Connective Portfolio Management, LLC 110.45%0.45%0.45%Q2 2022Q2 20221
qPULA Trading Management LP 110.55%0.55%0.55%Q3 2022Q3 20221
TWINBEECH CAPITAL LP 110.04%0.04%0.04%Q1 2024Q1 20241
SAXON INTERESTS, INC. 110.24%0.24%0.24%Q3 2023Q3 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.01%0.01%0.01%Q2 2024Q2 20241
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2022Q1 20221
Qsemble Capital Management, LP 110.02%0.02%0.02%Q1 2024Q1 20241
Joule Financial, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PDT Partners, LLC 110.46%0.46%0.46%Q2 2024Q2 20241
Altimeter Capital Management 110.38%0.38%0.38%Q2 2021Q2 20211
Kaizen Financial Strategies 110.05%0.05%0.05%Q3 2022Q3 20221
ABLES, IANNONE, MOORE & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2023Q4 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Simplicity Wealth,LLC 110.00%0.00%0.00%Q1 2024Q1 20241
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
READYSTATE ASSET MANAGEMENT LP 110.09%0.09%0.09%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Pinnacle Wealth Planning Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Pacifica Partners Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Woodline Partners LP 110.00%0.00%0.00%Q3 2023Q3 20231
INTECH INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ARS Investment Partners, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Atreides Management, LP 110.86%0.86%0.86%Q2 2021Q2 20211
Vinva Investment Management Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
PUTNAM INVESTMENTS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BI Asset Management Fondsmaeglerselskab A/S 110.00%0.00%0.00%Q4 2023Q4 20231
First Beijing Investment Ltd 110.00%0.00%0.00%Q4 2023Q4 20231
MERIDIAN MANAGEMENT CO 110.06%0.06%0.06%Q1 2023Q1 20231
SteelPeak Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Institutional Venture Management XIV, LLC 1115.05%15.05%15.05%Q2 2021Q2 20211
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
SEEYOND 110.01%0.01%0.01%Q2 2022Q2 20221
Able Wealth Management LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Prana Capital Management, LP 110.05%0.05%0.05%Q4 2021Q4 20211
WEXFORD CAPITAL LP 110.04%0.04%0.04%Q2 2023Q2 20231
ADVISORS MANAGEMENT GROUP INC /ADV 110.02%0.02%0.02%Q2 2024Q2 20241
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2024Q1 20241
BAKER TILLY WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Philadelphia Financial Management of San Francisco, LLC 114.27%4.27%4.27%Q4 2022Q4 20221
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q1 2024Q1 20241
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Retireful, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
FORMULA GROWTH LTD 110.43%0.43%0.43%Q1 2023Q1 20231
NKCFO LLC 110.10%0.10%0.10%Q4 2021Q4 20211
External links

This page lists all the filers that currently own SOFI TECHNOLOGIES INC or have owned SOFI TECHNOLOGIES INC in the past.