SOFI TECHNOLOGIES INC shareholder history

Current and past SOFI TECHNOLOGIES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.01%0.03%Q2 2021Q3 202330
Cutler Group LLC / CA 10100.00%0.08%0.32%Q2 2021Q3 202330
Walleye Trading LLC 10100.00%0.02%0.06%Q2 2021Q3 202330
Citadel Advisors 10100.00%0.01%0.02%Q2 2021Q3 202329
HAP Trading, LLC 10100.00%0.13%0.98%Q2 2021Q3 202328
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.02%Q2 2021Q3 202327
WOLVERINE TRADING, LLC 990.00%0.01%0.02%Q2 2021Q2 202327
PEAK6 Investments LLC 10100.00%0.02%0.09%Q2 2021Q3 202327
Parallax Volatility Advisers, L.P. 990.00%0.01%0.03%Q3 2021Q3 202324
BLUEFIN CAPITAL MANAGEMENT, LLC 880.00%0.13%0.47%Q2 2021Q1 202323
Caption Management, LLC 990.00%0.06%0.23%Q3 2021Q3 202322
D. E. Shaw & Co., Inc. 710.00%0.02%0.13%Q2 2021Q3 202322
MILLENNIUM MANAGEMENT LLC 10100.00%0.00%0.02%Q2 2021Q3 202322
UBS Group AG 10100.00%0.00%0.01%Q2 2021Q3 202321
BANK OF MONTREAL /CAN/ 620.00%0.01%0.04%Q3 2021Q3 202320
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.00%Q2 2021Q3 202320
XR Securities LLC 720.00%0.03%0.18%Q2 2021Q3 202319
TWO SIGMA SECURITIES, LLC 660.00%0.04%0.12%Q2 2022Q3 202318
Squarepoint Ops LLC 720.00%0.01%0.03%Q2 2021Q3 202318
HighTower Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 202318
JANE STREET GROUP, LLC 10100.00%0.01%0.04%Q2 2021Q3 202318
Longitude (Cayman) Ltd. 10105.21%9.70%14.34%Q2 2021Q3 202317
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
CITIGROUP INC 10100.00%0.01%0.05%Q2 2021Q3 202316
Raymond James Financial Services Advisors, Inc. 10100.00%0.01%0.01%Q2 2021Q3 202316
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.01%Q2 2021Q3 202315
Cubist Systematic Strategies, LLC 710.00%0.03%0.10%Q3 2021Q3 202315
NOMURA HOLDINGS INC 310.00%0.02%0.06%Q2 2021Q3 202314
BARCLAYS PLC 770.00%0.01%0.02%Q1 2022Q3 202313
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 990.00%0.37%1.36%Q3 2021Q3 202313
Creative Planning 10100.00%0.01%0.02%Q2 2021Q3 202313
FIRETHORN WEALTH PARTNERS, LLC 880.01%0.35%0.80%Q4 2021Q3 202313
ROYAL BANK OF CANADA 10100.00%0.00%0.01%Q2 2021Q3 202313
GPI CAPITAL, L.P. 10101.65%10.34%20.95%Q2 2021Q3 202312
Schonfeld Strategic Advisors LLC 10100.00%0.06%0.27%Q2 2021Q3 202312
Banque Cantonale Vaudoise 990.00%0.00%0.02%Q3 2021Q3 202312
MILLER VALUE PARTNERS, LLC 880.01%0.83%1.79%Q2 2021Q1 202311
BlackRock Inc. 10100.00%0.01%0.01%Q2 2021Q3 202311
CREDIT SUISSE AG/ 10100.00%0.02%0.03%Q2 2021Q3 202311
Tower Research Capital LLC (TRC) 10100.00%0.01%0.07%Q2 2021Q3 202311
Regal Investment Advisors LLC 770.01%0.02%0.09%Q1 2022Q3 202311
Moors & Cabot, Inc. 10100.00%0.18%0.35%Q2 2021Q3 202311
Valeo Financial Advisors, LLC 10100.00%0.02%0.03%Q2 2021Q3 202311
IMC-Chicago, LLC 630.00%0.00%0.01%Q2 2021Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.00%0.00%0.01%Q2 2021Q4 202311
Skaana Management L.P. 880.13%0.23%0.33%Q4 2021Q3 202311
Private Advisor Group, LLC 630.00%0.01%0.02%Q2 2021Q3 202311
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.01%Q2 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 10100.01%0.01%0.03%Q2 2021Q3 202310
Caprock Group, LLC 10100.06%0.39%0.58%Q2 2021Q3 202310
SIGNATUREFD, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202310
CIBC Private Wealth Group, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Hexagon Capital Partners LLC 10100.00%0.04%0.07%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Bank of New York Mellon Corp 10100.00%0.00%0.01%Q2 2021Q3 202310
Kovack Advisors, Inc. 10100.02%0.05%0.11%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.00%0.00%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.01%0.03%0.10%Q2 2021Q3 202310
SOA Wealth Advisors, LLC. 10100.00%0.01%0.01%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.01%0.01%Q2 2021Q3 202310
GROUP ONE TRADING, L.P. 10100.00%0.02%0.03%Q2 2021Q3 202310
NVWM, LLC 10100.00%0.00%0.02%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 10100.00%0.01%0.02%Q2 2021Q3 202310
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
AtonRa Partners 10100.41%0.74%0.97%Q2 2021Q3 202310
Ancora Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Sigma Planning Corp 990.00%0.01%0.01%Q3 2021Q3 202310
Kestra Advisory Services, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Sandy Spring Bank 10100.00%0.01%0.05%Q2 2021Q3 202310
Accel Growth Fund V Associates L.L.C. 101013.20%21.32%30.31%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.02%Q2 2021Q3 202310
Cetera Advisor Networks LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BALDWIN BROTHERS LLC/MA 730.00%0.00%0.00%Q2 2021Q4 202310
Creegan & Nassoura Financial Group, LLC 10100.12%0.28%0.58%Q2 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
MML INVESTORS SERVICES, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Hudock, Inc. 10100.00%0.05%0.08%Q2 2021Q3 202310
Aldebaran Financial Inc. 10100.19%0.54%0.73%Q2 2021Q3 202310
Garden State Investment Advisory Services LLC 440.01%0.08%0.18%Q4 2022Q3 202310
Perigon Wealth Management, LLC 910.01%0.02%0.05%Q3 2011Q3 202310
MIZUHO MARKETS AMERICAS LLC 990.00%0.46%1.38%Q3 2021Q3 202310
MARK SHEPTOFF FINANCIAL PLANNING, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
NewSquare Capital LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
OneDigital Investment Advisors LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Crewe Advisors LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
Silver Lake Group, L.L.C. 10101.14%2.14%5.07%Q2 2021Q3 202310
Arkadios Wealth Advisors 720.00%0.02%0.04%Q2 2021Q3 202310
HM PAYSON & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
CAPITAL FUND MANAGEMENT S.A. 320.00%0.03%0.09%Q2 2022Q3 202310
Asset Management One Co., Ltd. 10100.00%0.00%0.01%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
B & T Capital Management DBA Alpha Capital Management 10100.10%0.25%0.94%Q2 2021Q3 202310
IFP Advisors, Inc 10100.00%0.04%0.21%Q2 2021Q3 202310
COOPER/HAIMS ADVISORS, LLC 10100.05%0.09%0.13%Q2 2021Q3 202310
BROWN ADVISORY INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Laurel Wealth Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Advisory Services Network, LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 202310
FNY Investment Advisers, LLC 610.00%0.13%0.58%Q2 2021Q1 202310
GEODE CAPITAL MANAGEMENT, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Resolute Advisors LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
Clearstead Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
OPPENHEIMER & CO INC 10100.02%0.03%0.04%Q2 2021Q3 202310
FMR LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
B. Riley Wealth Advisors, Inc. 10100.01%0.02%0.03%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
PRICE T ROWE ASSOCIATES INC /MD/ 10100.00%0.02%0.07%Q2 2021Q3 202310
Newbridge Financial Services Group, Inc. 10100.26%0.76%1.49%Q2 2021Q3 202310
Tradewinds Capital Management, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.00%0.00%0.01%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.00%Q2 2021Q3 202310
Larson Financial Group LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Vivaldi Capital Management LP 10100.02%0.04%0.07%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.01%0.01%0.01%Q2 2021Q3 202310
NewEdge Advisors, LLC 630.00%0.01%0.03%Q2 2021Q3 20239
Bayesian Capital Management, LP 810.12%0.29%0.50%Q2 2021Q3 20239
Triumph Capital Management 990.50%0.68%0.88%Q3 2021Q3 20239
Avestar Capital, LLC 990.01%0.06%0.17%Q3 2021Q3 20239
VANGUARD GROUP INC 990.01%0.01%0.02%Q3 2021Q3 20239
Pointe Capital Management LLC 990.07%0.18%0.65%Q3 2021Q3 20239
CLEAR STREET MARKETS LLC 310.01%0.28%0.79%Q2 2021Q3 20239
Sculptor Capital LP 440.00%0.07%0.16%Q3 2021Q2 20229
San Luis Wealth Advisors LLC 990.14%0.39%0.97%Q3 2021Q3 20239
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q3 2021Q3 20239
DAVENPORT & Co LLC 720.00%0.01%0.05%Q2 2021Q3 20239
Cresset Asset Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Cetera Investment Advisers 990.01%0.01%0.01%Q3 2021Q3 20239
Knights of Columbus Asset Advisors LLC 990.11%0.19%0.29%Q3 2021Q3 20239
Global Wealth Management Investment Advisory, Inc. 990.02%0.03%0.05%Q3 2021Q3 20239
Cetera Advisors LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Westside Investment Management, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
CENTRAL TRUST Co 990.00%0.02%0.05%Q3 2021Q3 20239
ASSET MANAGEMENT CORP /IL/ /ADV 770.20%0.33%0.48%Q3 2021Q1 20239
MERCER GLOBAL ADVISORS INC /ADV 990.00%0.00%0.00%Q3 2021Q3 20239
PIN OAK INVESTMENT ADVISORS INC 990.00%0.01%0.01%Q3 2021Q3 20239
Lindbrook Capital, LLC 990.00%0.01%0.04%Q3 2021Q3 20239
PATHSTONE FAMILY OFFICE, LLC 990.01%0.03%0.09%Q3 2021Q3 20239
CSS LLC/IL 510.00%0.02%0.04%Q4 2021Q3 20239
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 990.00%0.01%0.01%Q3 2021Q3 20239
TOWNSQUARE CAPITAL LLC 990.02%0.06%0.09%Q3 2021Q3 20239
DFPG INVESTMENTS, LLC 990.02%0.61%1.46%Q3 2021Q3 20239
Verition Fund Management LLC 310.00%0.01%0.01%Q2 2021Q3 20239
SIMPLEX TRADING, LLC 990.00%0.01%0.02%Q2 2021Q2 20239
PSI Advisors, LLC 990.00%0.03%0.07%Q3 2021Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 990.01%0.01%0.02%Q3 2021Q3 20239
TOTH FINANCIAL ADVISORY CORP 810.00%0.00%0.00%Q2 2021Q3 20239
Vanguard Personalized Indexing Management, LLC 990.01%0.02%0.05%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q3 2021Q3 20239
ASPIRIANT, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Amundi 990.00%0.01%0.04%Q3 2021Q3 20239
TRANSCEND CAPITAL ADVISORS, LLC 990.01%0.01%0.03%Q3 2021Q3 20239
STATE STREET CORP 990.00%0.00%0.01%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 990.00%0.13%0.40%Q3 2021Q3 20239
SRS Capital Advisors, Inc. 810.00%0.00%0.00%Q2 2021Q3 20239
Highlander Capital Management, LLC 990.08%0.13%0.26%Q3 2021Q3 20239
Parkside Investments, LLC 990.12%0.86%1.42%Q3 2021Q3 20239
Mirae Asset Global Investments Co., Ltd. 810.00%0.01%0.02%Q2 2021Q3 20239
SG Americas Securities, LLC 810.00%0.04%0.13%Q2 2021Q3 20239
M. Kulyk & Associates, LLC 990.12%0.19%0.38%Q3 2021Q3 20239
Janney Montgomery Scott LLC 630.00%0.00%0.01%Q2 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.01%Q3 2021Q3 20239
AMERIPRISE FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
HSBC HOLDINGS PLC 990.00%0.00%0.00%Q2 2021Q2 20239
LPL Financial LLC 630.00%0.00%0.01%Q2 2021Q3 20239
ALBION FINANCIAL GROUP /UT 990.00%0.01%0.02%Q3 2021Q3 20239
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q2 2021Q3 20239
Beacon Pointe Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20239
DEUTSCHE BANK AG\ 990.00%0.00%0.02%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 990.01%0.02%0.05%Q3 2021Q3 20239
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
WEST PACES ADVISORS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.00%0.00%Q2 2021Q4 20239
NATIXIS 990.00%0.00%0.01%Q3 2021Q3 20239
Venture Visionary Partners LLC 410.00%0.05%0.09%Q3 2021Q3 20238
Point72 Asset Management, L.P. 660.00%0.02%0.08%Q2 2022Q3 20238
Castleview Partners, LLC 880.00%0.01%0.07%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Joel Isaacson & Co., LLC 880.06%0.10%0.20%Q3 2021Q2 20238
Evercore Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SG3 Management, LLC 440.00%0.04%0.19%Q2 2021Q1 20228
Prospera Financial Services Inc 880.01%0.02%0.03%Q4 2021Q3 20238
COLONY GROUP LLC 880.01%0.02%0.04%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Versant Capital Management, Inc 880.00%0.00%0.00%Q1 2022Q4 20238
Arizona State Retirement System 880.01%0.01%0.02%Q4 2021Q3 20238
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 880.00%0.00%0.01%Q4 2021Q3 20238
TimeScale Financial, Inc. 880.01%0.01%0.01%Q3 2021Q2 20238
Stephens Consulting, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
MSD Partners, L.P. 880.01%0.01%0.02%Q4 2021Q3 20238
Baltimore-Washington Financial Advisors, Inc. 620.02%0.15%0.30%Q3 2021Q3 20238
Walleye Capital LLC 310.00%0.00%0.01%Q3 2022Q3 20238
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.01%Q4 2021Q3 20238
ANDERSON HOAGLAND & CO 620.22%0.36%0.43%Q3 2021Q3 20238
Mitsubishi UFJ Asset Management Co., Ltd. 880.00%0.00%0.01%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.00%0.00%Q2 2021Q3 20238
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.06%0.26%Q3 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.04%Q4 2021Q3 20238
PRINCIPAL FINANCIAL GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
State of New Jersey Common Pension Fund D 880.01%0.01%0.02%Q4 2021Q3 20238
Vigilare Wealth Management 880.12%0.50%1.00%Q2 2021Q1 20238
Phoenix Holdings Ltd. 880.09%0.26%0.55%Q2 2021Q1 20238
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 880.00%0.00%0.01%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 620.00%0.01%0.03%Q3 2021Q3 20238
North Star Investment Management Corp. 880.00%0.00%0.00%Q4 2021Q3 20238
Daiwa Securities Group Inc. 880.00%0.01%0.03%Q3 2021Q2 20238
Reynders McVeigh Capital Management, LLC 880.01%0.07%0.18%Q4 2021Q3 20238
Well Done, LLC 880.01%0.09%0.31%Q4 2021Q3 20238
QUADRANT CAPITAL GROUP LLC 710.00%0.00%0.00%Q2 2021Q3 20238
Tradition Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
LAZARD ASSET MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Fortis Advisors, LLC 880.07%0.15%0.29%Q4 2021Q3 20238
AE Wealth Management LLC 620.00%0.00%0.01%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
Traynor Capital Management, Inc. 610.00%0.01%0.02%Q4 2021Q3 20238
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.02%0.05%Q3 2021Q3 20238
Parkside Financial Bank & Trust 880.00%0.00%0.01%Q4 2021Q3 20238
Garde Capital, Inc. 880.01%0.03%0.06%Q2 2021Q1 20238
STATE OF WISCONSIN INVESTMENT BOARD 880.00%0.00%0.01%Q4 2021Q3 20238
PHILADELPHIA TRUST CO 880.25%0.43%0.76%Q3 2021Q2 20238
Legal & General Group Plc 880.00%0.00%0.01%Q4 2021Q3 20238
TEACHER RETIREMENT SYSTEM OF TEXAS 880.00%0.00%0.01%Q4 2021Q3 20238
Capital Advisors Wealth Management, LLC 770.00%0.10%0.19%Q1 2022Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Summit Trail Advisors, LLC 620.01%0.17%0.54%Q3 2021Q3 20238
Mariner, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Ensign Peak Advisors, Inc 880.00%0.02%0.03%Q4 2021Q3 20238
Belmont Capital, LLC 621.05%1.95%5.06%Q3 2021Q3 20238
Patient Capital Management, LLC 880.45%1.14%2.06%Q4 2021Q3 20238
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q4 2021Q3 20238
Silicon Hills Wealth Management, LLC 880.07%0.14%0.29%Q2 2021Q1 20238
Penserra Capital Management LLC 880.00%0.01%0.02%Q2 2021Q1 20238
Pegasus Asset Management, Inc. 880.26%0.38%0.67%Q4 2021Q3 20238
SkyView Investment Advisors, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
HARTLINE INVESTMENT CORP/ 440.40%0.85%1.24%Q2 2021Q3 20238
Zullo Investment Group, Inc. 880.07%0.09%0.12%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
PEOPLES FINANCIAL SERVICES CORP. 880.00%0.00%0.00%Q2 2021Q1 20238
Visionary Wealth Advisors 880.01%0.01%0.02%Q4 2021Q3 20238
Equitable Holdings, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.32%0.49%0.74%Q4 2021Q3 20238
Iron Horse Wealth Management, LLC 620.00%0.00%0.00%Q3 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Consolidated Investment Group LLC 880.06%0.09%0.14%Q4 2021Q3 20238
SVB WEALTH LLC 710.00%0.01%0.03%Q3 2021Q3 20238
MEANS INVESTMENT CO., INC. 880.03%0.07%0.10%Q4 2021Q3 20238
Jefferies Group LLC 440.00%0.01%0.03%Q4 2021Q3 20228
Russell Investments Group, Ltd. 620.00%0.01%0.03%Q3 2021Q3 20238
CAPSTONE INVESTMENT ADVISORS, LLC 660.00%0.01%0.01%Q3 2021Q4 20228
Bank Julius Baer & Co. Ltd, Zurich 620.00%0.00%0.00%Q3 2021Q3 20238
Virtu Financial LLC 610.02%0.20%0.59%Q2 2021Q3 20238
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q4 2021Q3 20238
CreativeOne Wealth, LLC 620.01%0.01%0.03%Q2 2021Q2 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Vontobel Holding Ltd. 880.01%0.01%0.02%Q4 2021Q3 20238
Snowden Capital Advisors LLC 710.00%0.01%0.02%Q2 2021Q2 20238
Stratos Wealth Partners, LTD. 880.00%0.01%0.01%Q4 2021Q3 20238
Manchester Capital Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
Geneos Wealth Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.01%Q1 2022Q3 20237
MOSELEY INVESTMENT MANAGEMENT INC 520.10%0.14%0.22%Q4 2021Q3 20237
MACQUARIE GROUP LTD 610.00%0.02%0.06%Q2 2021Q3 20237
Columbia Asset Management 520.02%0.03%0.05%Q3 2021Q3 20237
Shay Capital LLC 210.00%0.08%0.25%Q2 2021Q1 20237
Centerpoint Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TORONTO DOMINION BANK 610.00%0.00%0.00%Q4 2021Q3 20237
AMUSSEN HUNSAKER ASSOCIATES LLC 770.05%0.06%0.08%Q4 2021Q2 20237
AXA S.A. 770.01%0.01%0.02%Q1 2022Q3 20237
Riverwood Capital Management Ltd. 770.13%12.62%37.07%Q1 2022Q3 20237
Perennial Investment Advisors, LLC 660.00%0.07%0.11%Q2 2022Q3 20237
STEPH & CO 770.00%0.00%0.00%Q1 2022Q3 20237
Zions Bancorporation, N.A. 770.00%0.01%0.02%Q1 2022Q3 20237
Matisse Capital 610.37%0.53%0.87%Q4 2021Q3 20237
KBC Group NV 520.00%0.00%0.00%Q4 2021Q3 20237
WEDBUSH SECURITIES INC 430.01%0.01%0.02%Q2 2021Q1 20237
Zurcher Kantonalbank (Zurich Cantonalbank) 610.00%0.00%0.01%Q4 2021Q3 20237
J. Goldman & Co LP 310.01%0.16%0.49%Q4 2021Q3 20237
WASHINGTON TRUST Co 770.00%0.00%0.00%Q1 2022Q3 20237
EMERALD MUTUAL FUND ADVISERS TRUST 770.01%0.05%0.29%Q2 2021Q4 20227
McGuire Investment Group, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Cerity Partners LLC 770.00%0.02%0.04%Q4 2021Q2 20237
PICTET ASSET MANAGEMENT SA 770.00%0.00%0.00%Q4 2021Q2 20237
Once Capital Management, LLC 771.10%1.52%2.47%Q1 2022Q3 20237
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Independent Wealth Network Inc. 770.05%0.07%0.09%Q1 2022Q3 20237
FIRST NATIONAL TRUST CO 770.01%0.01%0.02%Q4 2021Q2 20237
Lowe Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Utah Retirement Systems 610.00%0.01%0.02%Q2 2021Q3 20237
CALIBER WEALTH MANAGEMENT, LLC 610.16%0.21%0.27%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
TSFG, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
MMBG INVESTMENT ADVISORS CO. 770.04%0.08%0.12%Q4 2021Q2 20237
Xcel Wealth Management, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
NEW YORK STATE COMMON RETIREMENT FUND 610.01%0.01%0.01%Q2 2021Q3 20237
KRS Capital Management, LLC 770.10%0.20%0.26%Q4 2021Q2 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
TCI Wealth Advisors, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
OLD SECOND NATIONAL BANK OF AURORA 770.37%0.52%0.67%Q1 2022Q3 20237
XPONANCE, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Bank of New Hampshire 660.00%0.00%0.00%Q2 2022Q3 20236
Par Capital Management 660.12%0.17%0.22%Q2 2022Q3 20236
Gotham Asset Management, LLC 330.00%0.01%0.01%Q1 2022Q3 20236
Asset Dedication, LLC 510.00%0.00%0.00%Q3 2021Q3 20236
Holocene Advisors, LP 310.00%0.02%0.09%Q2 2021Q2 20236
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.02%0.04%0.09%Q2 2021Q3 20226
Empowered Funds, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
CIBC WORLD MARKET INC. 660.00%0.00%0.00%Q2 2021Q3 20226
Integrated Advisors Network LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Concorde Asset Management, LLC 660.07%0.11%0.13%Q2 2022Q3 20236
Spire Wealth Management 660.02%0.04%0.06%Q2 2022Q3 20236
BBR PARTNERS, LLC 420.01%0.02%0.03%Q1 2022Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
AMALGAMATED BANK 660.01%0.01%0.01%Q2 2022Q3 20236
Miracle Mile Advisors, LLC 510.01%0.02%0.03%Q1 2022Q3 20236
Sierra Capital LLC 660.00%0.00%0.00%Q3 2021Q4 20226
OAK HARBOR WEALTH PARTNERS, LLC 420.04%0.07%0.12%Q4 2021Q3 20236
Plante Moran Financial Advisors, LLC 510.00%0.00%0.00%Q4 2021Q2 20236
Fulcrum Capital LLC 660.20%0.33%0.44%Q3 2021Q4 20226
FIRST TRUST ADVISORS LP 510.00%0.00%0.01%Q2 2021Q3 20236
Marathon Trading Investment Management LLC 310.00%0.04%0.14%Q3 2021Q3 20236
Advisors Asset Management, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
AVANTAX ADVISORY SERVICES, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
STANSBERRY ASSET MANAGEMENT, LLC 660.08%0.14%0.28%Q3 2021Q4 20226
FAIRFIELD, BUSH & CO. 660.04%0.06%0.09%Q4 2021Q1 20236
Glassman Wealth Services 660.00%0.01%0.01%Q2 2022Q3 20236
Alpha Paradigm Partners, LLC 660.10%0.14%0.24%Q3 2021Q4 20226
Horan Securities, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
West Branch Capital LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RHUMBLINE ADVISERS 660.01%0.01%0.01%Q2 2022Q3 20236
Treasurer of the State of North Carolina 660.01%0.01%0.02%Q2 2022Q3 20236
ELKHORN PARTNERS LIMITED PARTNERSHIP 660.00%0.05%0.08%Q2 2022Q3 20236
Delos Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Prostatis Group LLC 660.03%0.06%0.10%Q1 2022Q2 20236
MetLife Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Swiss National Bank 660.01%0.01%0.01%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.01%0.02%0.02%Q2 2022Q3 20236
VOYA INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
M&T BANK CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Burleson & Company, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Continuum Advisory, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Solidarity Wealth, LLC 330.11%0.20%0.26%Q1 2022Q3 20236
UMB Bank, n.a. 660.00%0.00%0.00%Q2 2022Q3 20236
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.01%0.01%0.01%Q2 2022Q3 20236
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
Integrated Wealth Concepts LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BDO Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
V Wealth Advisors LLC 510.03%0.04%0.07%Q4 2021Q2 20236
Ahrens Investment Partners LLC 310.00%0.05%0.28%Q2 2021Q1 20236
Jump Financial, LLC 410.00%0.07%0.18%Q3 2021Q2 20236
Alta Wealth Advisors LLC 660.18%0.26%0.31%Q2 2022Q3 20236
Davidson Capital Management Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
GOFEN & GLOSSBERG LLC /IL/ 660.00%0.00%0.01%Q3 2021Q4 20226
EverSource Wealth Advisors, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
WOODMONT INVESTMENT COUNSEL LLC 510.02%0.03%0.04%Q2 2021Q1 20236
HARBOR INVESTMENT ADVISORY, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bensler, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Nuveen Asset Management, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
BRIGHTON JONES LLC 550.00%0.20%0.28%Q3 2022Q3 20236
Proficio Capital Partners LLC 660.01%0.02%0.03%Q3 2021Q4 20226
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.00%0.00%Q3 2021Q3 20236
COWEN AND COMPANY, LLC 110.00%0.07%0.23%Q2 2021Q3 20236
AMERICAN CENTURY COMPANIES INC 660.00%0.00%0.00%Q2 2022Q3 20236
Soltis Investment Advisors LLC 660.02%0.03%0.04%Q2 2022Q3 20236
180 WEALTH ADVISORS, LLC 420.02%0.03%0.06%Q3 2021Q1 20236
Good Life Advisors, LLC 660.01%0.03%0.05%Q2 2022Q3 20236
TWO SIGMA INVESTMENTS, LP 330.05%0.13%0.33%Q1 2023Q3 20236
CWA Asset Management Group, LLC 550.01%0.10%0.20%Q4 2021Q4 20225
RMB Capital Management, LLC 550.02%0.03%0.05%Q4 2021Q4 20225
Belpointe Asset Management LLC 210.00%0.01%0.02%Q3 2021Q3 20235
Main Street Financial Solutions, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
CAROLINAS WEALTH CONSULTING LLC 210.01%0.02%0.04%Q2 2021Q3 20235
FOUNDERS FINANCIAL SECURITIES LLC 550.01%0.02%0.02%Q3 2022Q3 20235
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
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 550.01%0.01%0.01%Q3 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q1 2022Q1 20235
BURNEY CO/ 550.00%0.01%0.01%Q1 2022Q1 20235
AIGEN INVESTMENT MANAGEMENT, LP 310.02%0.05%0.16%Q4 2021Q2 20235
HOURGLASS CAPITAL, LLC 550.04%0.10%0.17%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.00%0.00%0.01%Q3 2022Q3 20235
VICTORY CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
HRT FINANCIAL LP 210.00%0.05%0.12%Q2 2021Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q2 2021Q2 20225
B. Riley Wealth Management, Inc. 550.00%0.07%0.13%Q2 2021Q2 20225
CTC LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Corbenic Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
Wagner Wealth Management, LLC 320.01%0.02%0.04%Q2 2021Q3 20225
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
SEVEN EIGHT CAPITAL, LP 550.02%0.11%0.32%Q2 2021Q2 20225
IEQ CAPITAL, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Blueshift Asset Management, LLC 310.04%0.10%0.25%Q3 2021Q3 20235
Savior LLC 550.04%0.58%1.18%Q3 2022Q3 20235
Foresight Wealth Management, LLC 550.00%0.45%2.17%Q4 2021Q4 20225
Weiss Multi-Strategy Advisers LLC 210.01%0.12%0.31%Q2 2021Q3 20235
Bellwether Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Neuberger Berman Group LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Trexquant Investment LP 550.03%0.10%0.18%Q3 2022Q3 20235
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
Psagot Value Holdings Ltd. / (Israel) 550.01%0.01%0.02%Q4 2021Q4 20225
NISA INVESTMENT ADVISORS, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Maryland State Retirement & Pension System 410.01%0.01%0.01%Q2 2022Q3 20235
Belvedere Trading LLC 210.00%0.00%0.01%Q2 2021Q3 20235
Exos Asset Management LLC 550.03%0.08%0.16%Q2 2021Q2 20225
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Archford Capital Strategies, LLC 550.01%0.03%0.04%Q3 2021Q3 20225
ProShare Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
CALTON & ASSOCIATES, INC. 550.04%0.10%0.23%Q3 2022Q3 20235
Independent Advisor Alliance 410.00%0.00%0.01%Q1 2022Q3 20235
First Capital Advisors Group, LLC. 550.04%0.06%0.08%Q2 2022Q2 20235
NOMURA ASSET MANAGEMENT CO LTD 320.00%0.00%0.01%Q4 2021Q3 20235
CIM INVESTMENT MANAGEMENT INC 550.08%0.10%0.14%Q1 2022Q1 20235
M Holdings Securities, Inc. 550.02%0.03%0.05%Q1 2022Q1 20235
FAS Wealth Partners, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
PRIVATE TRUST CO NA 410.00%0.01%0.03%Q2 2022Q3 20235
Heritage Wealth Advisors 550.00%0.00%0.00%Q2 2021Q2 20225
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.03%0.08%Q2 2022Q3 20235
Balentine LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Leucadia National 210.00%0.01%0.02%Q4 2022Q3 20235
HENNESSY ADVISORS INC 410.01%0.08%0.16%Q2 2021Q3 20235
BlueCrest Capital Management Ltd 220.01%0.25%1.16%Q3 2021Q3 20235
GSA CAPITAL PARTNERS LLP 550.02%0.06%0.12%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 550.02%0.19%0.40%Q3 2021Q3 20225
Pine Valley Investments Ltd Liability Co 330.01%0.02%0.03%Q1 2023Q3 20234
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
CAAS CAPITAL MANAGEMENT LP 110.00%0.02%0.03%Q2 2021Q1 20234
KMG FIDUCIARY PARTNERS, LLC 210.01%0.02%0.03%Q3 2021Q4 20224
MONETA GROUP INVESTMENT ADVISORS LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Claro Advisors LLC 440.02%0.04%0.08%Q4 2022Q3 20234
Must Asset Management Inc. 443.25%4.41%6.11%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.26%0.39%0.53%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.05%0.16%Q2 2023Q3 20234
VitalStone Financial, LLC 440.08%0.22%0.54%Q4 2022Q3 20234
Quinn Opportunity Partners LLC 440.01%0.02%0.03%Q3 2022Q2 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Redwood Wealth Management Group, LLC 440.08%0.13%0.16%Q4 2022Q3 20234
Smith Anglin Financial, LLC 310.01%0.02%0.04%Q2 2021Q3 20234
Stockman Wealth Management, Inc. 310.02%0.05%0.06%Q3 2021Q4 20224
DDFG, Inc 440.04%0.05%0.06%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 440.03%0.04%0.06%Q4 2022Q3 20234
Magnetar Financial LLC 310.00%0.01%0.02%Q3 2021Q3 20224
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Benedetti & Gucer, Inc. 310.07%0.12%0.21%Q4 2021Q4 20224
Alliance Wealth Advisors, LLC /UT 440.25%0.32%0.38%Q4 2022Q3 20234
ALGERT GLOBAL LLC 210.01%0.02%0.05%Q1 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.00%0.02%0.06%Q3 2022Q3 20234
CHIRON CAPITAL MANAGEMENT, LLC 440.05%0.06%0.06%Q2 2022Q1 20234
RiverPark Advisors, LLC 440.99%1.38%1.87%Q2 2021Q1 20224
Capital Markets Trading UK LLP 310.00%0.01%0.02%Q3 2022Q3 20234
Man Group plc 210.00%0.00%0.00%Q2 2021Q4 20224
Retirement Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Private Capital Group, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
BerganKDV Wealth Management, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CenterStar Asset Management, LLC 220.00%0.01%0.02%Q2 2021Q3 20214
DCM International VI, Ltd. 4430.40%36.17%39.60%Q4 2021Q3 20224
Quent Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q4 2022Q3 20234
Truvestments Capital LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Tortoise Investment Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
River Street Advisors LLC 440.20%0.26%0.33%Q4 2022Q3 20234
Financial Architects, Inc 440.12%0.14%0.18%Q2 2021Q1 20224
IHT Wealth Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
DUDLEY CAPITAL MANAGEMENT, LLC 220.02%0.02%0.03%Q4 2022Q1 20234
GRIFFIN ASSET MANAGEMENT, INC. 440.02%0.04%0.06%Q2 2021Q1 20224
CoreCap Advisors, LLC 310.00%0.01%0.01%Q4 2021Q4 20224
SEI INVESTMENTS CO 310.00%0.00%0.01%Q4 2021Q3 20234
TFC Financial Management, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Ballentine Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Alpha Square Group S LLC 440.36%0.48%0.64%Q3 2022Q2 20234
MARSHALL WACE, LLP 210.01%0.04%0.08%Q2 2021Q3 20234
ADVISORY RESEARCH INC 310.05%0.12%0.24%Q4 2021Q3 20234
Tilt Investment Management Holdings, PBC 440.58%0.67%0.81%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Oak Thistle LLC 220.11%0.23%0.45%Q3 2022Q3 20234
Coatue Management 310.06%0.47%0.93%Q2 2021Q4 20224
Pensionmark Financial Group, LLC 310.02%0.03%0.03%Q1 2022Q3 20234
Realta Investment Advisors 220.01%0.03%0.05%Q3 2021Q3 20224
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TD ASSET MANAGEMENT INC 440.01%0.01%0.02%Q2 2021Q1 20224
SkyOak Wealth, LLC 440.02%0.02%0.02%Q2 2022Q1 20234
VAN ECK ASSOCIATES CORP 220.00%0.00%0.01%Q1 2022Q3 20234
CIBC Asset Management Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Enlightenment Research, LLC 220.19%0.28%0.46%Q3 2021Q3 20224
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.04%Q2 2021Q2 20234
Keystone Financial Group 310.02%0.02%0.03%Q2 2022Q2 20234
CANTOR FITZGERALD, L. P. 310.00%0.00%0.00%Q3 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.03%0.05%Q3 2021Q3 20234
ZAZOVE ASSOCIATES LLC 440.07%0.09%0.12%Q1 2022Q4 20224
Handelsbanken Fonder AB 440.00%0.00%0.01%Q4 2022Q3 20234
DnB Asset Management AS 220.00%0.01%0.01%Q4 2021Q4 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
Y.D. More Investments Ltd 440.10%0.13%0.16%Q4 2022Q3 20234
Performa Ltd (US), LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Interval Partners, LP 210.02%0.07%0.20%Q3 2021Q1 20234
McAlister, Sweet & Associates, Inc. 220.06%0.09%0.12%Q1 2022Q2 20234
TUCKER ASSET MANAGEMENT LLC 220.00%0.01%0.02%Q1 2022Q3 20234
Investment Research & Advisory Group, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MARK ASSET MANAGEMENT LP 440.47%0.56%0.68%Q4 2022Q3 20234
BOURGEON CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Kingsview Wealth Management, LLC 310.00%0.01%0.03%Q3 2022Q3 20234
Stratos Wealth Advisors, LLC 110.01%0.02%0.03%Q2 2021Q3 20234
Game Plan Financial Advisors, LLC 440.10%0.17%0.27%Q1 2022Q4 20224
FRANKLIN RESOURCES INC 440.00%0.02%0.03%Q2 2021Q1 20224
RWA WEALTH PARTNERS, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Worth Financial Advisory Group, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q1 2023Q3 20233
Texas Capital Bank Wealth Management Services Inc 330.03%0.03%0.04%Q1 2023Q3 20233
Annapolis Financial Services, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AQR Capital Management 210.00%0.00%0.00%Q1 2022Q2 20233
EMERALD ADVISERS, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Oxinas Partners Wealth Management LLC 330.15%0.16%0.16%Q2 2021Q4 20213
ExodusPoint Capital Management, LP 110.00%0.02%0.04%Q2 2021Q1 20233
Orion Capital Management LLC 210.02%0.02%0.02%Q4 2022Q3 20233
VIRGINIA RETIREMENT SYSTEMS ET AL 210.00%0.00%0.00%Q3 2022Q3 20233
Sepio Capital, LP 210.04%0.41%0.93%Q3 2021Q2 20223
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EP Wealth Advisors, LLC 210.00%0.03%0.05%Q3 2022Q3 20233
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
HOWE & RUSLING INC 330.00%0.00%0.00%Q1 2022Q3 20223
FAGAN ASSOCIATES, INC. 330.01%0.01%0.02%Q3 2022Q1 20233
WEALTHSOURCE PARTNERS, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Dynamic Advisor Solutions LLC 210.01%0.01%0.02%Q3 2021Q3 20233
Islet Management, LP 110.05%0.24%0.53%Q2 2021Q4 20213
NWAM LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Sumitomo Mitsui Trust Holdings, Inc. 210.00%0.01%0.01%Q4 2021Q3 20233
InterOcean Capital Group, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Consolidated Portfolio Review Corp 330.03%0.04%0.04%Q1 2023Q3 20233
GUGGENHEIM CAPITAL LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Northside Capital Management, LLC 330.02%0.02%0.02%Q3 2022Q1 20233
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 330.00%0.02%0.04%Q4 2021Q2 20223
Jacobi Capital Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Gillson Capital LP 330.29%0.42%0.52%Q3 2021Q1 20223
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q4 2021Q3 20233
Gerber Kawasaki Wealth & Investment Management 210.00%0.01%0.01%Q3 2021Q3 20223
Odey Asset Management Group Ltd 210.28%0.45%0.72%Q3 2021Q4 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Edge Wealth Management LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Advisors Preferred, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
RIVERPARK CAPITAL MANAGEMENT LLC 331.33%2.24%3.19%Q3 2021Q1 20223
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Autumn Glory Partners, LLC 330.03%0.04%0.06%Q3 2022Q1 20233
CAPITAL ADVISORS INC/OK 330.00%0.00%0.00%Q1 2023Q3 20233
Jaffetilchin Investment Partners, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Krilogy Financial LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Suncoast Equity Management 330.01%0.01%0.02%Q1 2023Q3 20233
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Monashee Investment Management LLC 110.34%0.70%1.17%Q2 2021Q3 20223
TUDOR INVESTMENT CORP ET AL 110.01%0.05%0.07%Q2 2021Q2 20233
FinTrust Capital Advisors, LLC 330.00%0.01%0.01%Q3 2021Q1 20223
First Command Bank 330.00%0.00%0.00%Q3 2022Q1 20233
Inspire Advisors, LLC 210.02%0.03%0.05%Q4 2021Q3 20223
Cassaday & Co Wealth Management LLC 210.00%0.00%0.00%Q4 2022Q3 20233
WCG Wealth Advisors LLC 110.00%0.01%0.03%Q3 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.01%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Hall Kathryn A. 210.05%0.09%0.14%Q2 2022Q2 20233
West Financial Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NEXT Financial Group, Inc 330.00%0.00%0.01%Q2 2021Q4 20213
Laird Norton Wetherby Wealth Management, LLC 110.00%0.00%0.01%Q1 2022Q3 20233
Ionic Capital Management LLC 330.12%0.12%0.12%Q3 2021Q1 20223
Bridgecreek Investment Management, LLC 330.05%0.45%0.79%Q3 2021Q1 20223
FREEDOM WEALTH ALLIANCE, LLC 210.03%0.17%0.29%Q4 2022Q3 20233
PFG Investments, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Covington Capital Management 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Azora Capital LP 222.15%4.01%7.73%Q2 2023Q3 20233
Point72 Middle East FZE 210.03%0.04%0.05%Q4 2022Q3 20233
Apollon Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Carroll Financial Associates, Inc. 330.00%0.01%0.01%Q2 2021Q4 20213
Simplicity Solutions, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
JUPITER ASSET MANAGEMENT LTD 210.01%0.02%0.02%Q3 2021Q3 20233
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Redpoint Investment Management Pty Ltd 330.01%0.01%0.02%Q1 2022Q3 20223
NORGES BANK 330.00%0.01%0.02%Q2 2022Q4 20223
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
Symmetry Investments LP 110.00%0.09%0.22%Q2 2021Q2 20233
Lauer Wealth, LLC 330.10%0.25%0.38%Q1 2023Q3 20233
Korea Investment CORP 330.00%0.00%0.01%Q4 2021Q2 20223
Robeco Institutional Asset Management B.V. 330.00%0.00%0.00%Q4 2021Q2 20223
Wealthcare Advisory Partners LLC 210.00%0.00%0.01%Q4 2022Q3 20233
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
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
CNB Bank 330.03%0.03%0.04%Q3 2022Q1 20233
DRIVE WEALTH MANAGEMENT, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
QCM Cayman, Ltd. 110.66%1.39%2.80%Q1 2022Q3 20233
SOL Capital Management CO 330.01%0.01%0.01%Q2 2022Q4 20223
Bogart Wealth, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
O'Dell Group, LLC 210.00%0.02%0.03%Q1 2022Q3 20233
West Oak Capital, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CHAPIN DAVIS, INC. 330.08%0.09%0.10%Q4 2022Q2 20233
HBK Sorce Advisory LLC 210.00%0.01%0.01%Q4 2021Q4 20223
Merit Financial Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
Mine & Arao Wealth Creation & Management, LLC. 330.01%0.02%0.02%Q2 2021Q4 20213
Claraphi Advisory Network, LLC 330.04%0.08%0.12%Q4 2021Q2 20223
Pearl River Capital, LLC 210.01%0.05%0.10%Q2 2022Q3 20233
PARSONS CAPITAL MANAGEMENT INC/RI 220.01%0.01%0.02%Q2 2021Q3 20212
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.02%0.02%0.02%Q3 2021Q4 20212
Ergoteles LLC 110.00%0.01%0.02%Q1 2022Q3 20222
Selective Wealth Management, Inc. 220.00%0.00%0.01%Q2 2022Q3 20222
FIDUCIARY TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
NewEdge Wealth, LLC 220.02%0.03%0.03%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q2 2023Q2 20232
DDD Partners, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Nikko Asset Management Americas, Inc. 220.05%0.08%0.11%Q2 2023Q3 20232
Cordasco Financial Network 220.01%0.01%0.01%Q2 2021Q3 20212
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
Gainplan LLC 110.28%0.44%0.61%Q2 2021Q1 20222
Illinois Municipal Retirement Fund 220.01%0.01%0.01%Q3 2021Q4 20212
SUVRETTA CAPITAL MANAGEMENT, LLC 110.41%0.56%0.72%Q2 2021Q2 20212
Waverton Investment Management Ltd 220.07%0.08%0.10%Q4 2021Q1 20222
Capital CS Group, LLC 220.02%0.09%0.16%Q2 2023Q3 20232
AXQ CAPITAL, LP 220.04%0.07%0.11%Q1 2023Q2 20232
Paragon Advisors, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
Coston, McIsaac & Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Liberty Mutual Group Asset Management Inc. 220.03%0.06%0.09%Q2 2021Q3 20212
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PROFFITT & GOODSON INC 220.00%0.00%0.00%Q4 2021Q1 20222
Newman Dignan & Sheerar, Inc. 110.03%0.04%0.05%Q4 2021Q4 20222
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Vantis Investment Advisers L.P. 222.19%2.46%2.74%Q3 2021Q4 20212
Stone House Investment Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
PATHWAY CAPITAL MANAGEMENT, LP 225.19%5.19%5.20%Q2 2021Q3 20212
Balboa Wealth Partners 220.04%0.06%0.08%Q2 2023Q3 20232
Harbour Capital Advisors, LLC 220.05%0.08%0.12%Q3 2021Q4 20212
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SWEENEY & MICHEL, LLC 220.14%0.16%0.18%Q1 2023Q2 20232
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 220.01%0.01%0.01%Q4 2021Q1 20222
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
CX Institutional 220.00%0.00%0.00%Q1 2023Q2 20232
Future Financial Wealth Managment LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Tuttle Capital Management, LLC 220.22%0.27%0.31%Q3 2021Q4 20212
Clear Creek Financial Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Vestcor Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Y-Intercept (Hong Kong) Ltd 220.16%0.16%0.16%Q1 2023Q2 20232
B. Metzler seel. Sohn & Co. AG 220.00%0.00%0.00%Q4 2021Q1 20222
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q4 2022Q3 20232
TriaGen Wealth Management LLC 220.12%0.12%0.13%Q2 2023Q3 20232
AlphaMark Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Brainard Capital Management LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q2 2023Q3 20232
Parsec Financial Management, Inc. 220.02%0.03%0.04%Q1 2022Q2 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BOWEN HANES & CO INC 220.13%0.31%0.49%Q3 2021Q4 20212
Bleakley Financial Group, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EXANE DERIVATIVES 110.00%0.03%0.05%Q4 2021Q2 20222
Procyon Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Fore Capital, LLC 220.12%0.40%0.67%Q4 2022Q1 20232
WESTPAC BANKING CORP 110.01%0.01%0.02%Q2 2021Q4 20212
TRUEFG, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
K2 PRINCIPAL FUND, L.P. 220.01%0.01%0.01%Q2 2022Q3 20222
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Pentwater Capital Management LP 220.01%0.01%0.01%Q2 2021Q3 20212
Atomi Financial Group, Inc. 110.05%0.08%0.11%Q1 2023Q3 20232
APG Asset Management N.V. 220.00%0.00%0.00%Q4 2021Q1 20222
BAMCO INC /NY/ 220.06%0.09%0.12%Q4 2021Q1 20222
Evolution Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Crestline Management, LP 110.03%0.04%0.06%Q3 2021Q3 20212
Alpine Global Management, LLC 110.03%0.04%0.05%Q4 2021Q4 20222
FIRST AMERICAN TRUST, FSB 220.28%0.36%0.43%Q4 2021Q1 20222
IFM Investors Pty Ltd 220.01%0.01%0.02%Q4 2021Q1 20222
Paragon Wealth Strategies, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Pflug Koory, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Quadrature Capital Ltd 220.03%0.29%0.54%Q1 2023Q2 20232
Paloma Partners Management Co 220.02%0.02%0.02%Q4 2021Q1 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ARK Investment Management 220.02%0.03%0.05%Q2 2023Q3 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
Allianz Asset Management GmbH 220.00%0.00%0.00%Q4 2021Q1 20222
Cinctive Capital Management LP 220.08%0.08%0.08%Q4 2021Q1 20222
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
LEVIN CAPITAL STRATEGIES, L.P. 220.01%0.01%0.01%Q4 2022Q1 20232
Yarbrough Capital, LLC 110.00%0.01%0.01%Q1 2022Q4 20222
Redhawk Wealth Advisors, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.01%0.01%0.01%Q4 2021Q1 20222
CORA CAPITAL ADVISORS LLC 220.03%0.04%0.05%Q4 2022Q1 20232
BOENNING & SCATTERGOOD, INC. 110.02%0.02%0.02%Q1 2022Q4 20222
STRS OHIO 110.00%0.00%0.01%Q1 2023Q3 20232
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
WINTON GROUP Ltd 110.02%0.02%0.03%Q4 2021Q1 20232
Durable Capital Partners LP 220.43%1.07%1.71%Q2 2021Q3 20212
Community Bank, N.A. 220.00%0.00%0.00%Q1 2023Q2 20232
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
PURSUE WEALTH PARTNERS LLC 220.04%0.17%0.30%Q3 2022Q4 20222
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2023Q3 20232
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
WOLVERINE ASSET MANAGEMENT LLC 220.01%0.02%0.04%Q2 2021Q3 20212
Walkner Condon Financial Advisors LLC 110.02%0.02%0.03%Q2 2022Q4 20222
TWO SIGMA ADVISERS, LP 220.29%0.29%0.29%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 110.08%0.09%0.11%Q4 2022Q2 20232
Sender Co & Partners, Inc. 220.07%0.09%0.11%Q4 2022Q1 20232
Sumitomo Mitsui DS Asset Management Company, Ltd 220.01%0.01%0.01%Q4 2021Q1 20222
Teza Capital Management LLC 220.01%0.03%0.05%Q1 2023Q2 20232
Jasper Ridge Partners, L.P. 220.06%0.07%0.08%Q2 2021Q3 20212
Centiva Capital, LP 220.01%0.02%0.03%Q3 2021Q4 20212
Mitsubishi UFJ Trust & Banking Corp 220.01%0.01%0.01%Q4 2021Q1 20222
ALLSTATE CORP 220.01%0.02%0.02%Q4 2021Q1 20222
MGO ONE SEVEN LLC 110.10%0.10%0.11%Q3 2023Q3 20232
Cypress Capital, LLC 220.04%0.05%0.06%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
DOHENY ASSET MANAGEMENT /CA 220.32%0.46%0.60%Q4 2021Q1 20222
L & S Advisors Inc 220.16%0.19%0.22%Q3 2021Q4 20212
Coastal Bridge Advisors, LLC 110.00%0.00%0.01%Q1 2023Q1 20232
TCWP LLC 110.00%0.01%0.02%Q1 2022Q4 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
PERISCOPE CAPITAL INC. 110.01%0.01%0.01%Q2 2023Q2 20232
Strategic Blueprint, LLC 110.00%0.00%0.01%Q2 2021Q3 20232
Chimera Capital Management LLC 220.03%0.13%0.22%Q3 2022Q4 20222
OCCUDO QUANTITATIVE STRATEGIES LP 220.14%0.26%0.38%Q2 2023Q3 20232
ATLAS CAPITAL ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Activest Wealth Management 220.01%0.01%0.02%Q3 2022Q4 20222
Soros Fund Management 110.05%0.07%0.08%Q3 2021Q4 20222
MAVERICK CAPITAL LTD 220.01%0.02%0.04%Q1 2023Q2 20232
Hilltop Holdings Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Elo Mutual Pension Insurance Co 220.01%0.01%0.02%Q4 2021Q1 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20232
DUPONT CAPITAL MANAGEMENT CORP 220.02%0.02%0.02%Q4 2021Q1 20222
Tidal Investments LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WATER ISLAND CAPITAL LLC 220.00%0.00%0.01%Q3 2022Q4 20222
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
Insight Advisors, LLC/ PA 220.18%0.19%0.20%Q3 2021Q4 20212
XTX Topco Ltd 220.04%0.16%0.29%Q3 2022Q4 20222
State of Tennessee, Treasury Department 220.01%0.01%0.01%Q2 2021Q3 20212
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ranch Capital Advisors Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Bollard Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Prana Capital Management, LP 110.05%0.05%0.05%Q4 2021Q4 20211
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Empyrean Capital Partners, LP 110.24%0.24%0.24%Q2 2021Q2 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Kercheville Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Bartlett & Co. LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Axim Planning & Wealth 110.14%0.14%0.14%Q3 2023Q3 20231
Laurion Capital Management LP 110.03%0.03%0.03%Q3 2021Q3 20211
Point72 Hong Kong Ltd 110.05%0.05%0.05%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
Pacer Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Lynwood Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Avidian Wealth Solutions, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Luxor Capital Group, LP 110.08%0.08%0.08%Q2 2021Q2 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
JT Stratford LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Board of Trustees of The Leland Stanford Junior University 110.03%0.03%0.03%Q2 2021Q2 20211
Temasek Holdings (Private) Ltd 110.25%0.25%0.25%Q2 2021Q2 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Woodline Partners LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ratan Capital Management LP 110.32%0.32%0.32%Q2 2021Q2 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Partners Group Holding AG 110.08%0.08%0.08%Q3 2021Q3 20211
Retireful, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
SEEYOND 110.01%0.01%0.01%Q2 2022Q2 20221
Strategic Advocates LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Zweig-DiMenna Associates LLC 110.04%0.04%0.04%Q1 2023Q1 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2023Q2 20231
Mizuho Markets Cayman LP 110.31%0.31%0.31%Q1 2023Q1 20231
INTECH INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYMMETRY PEAK MANAGEMENT LLC 110.42%0.42%0.42%Q3 2021Q3 20211
LifePro Asset Management 113.03%3.03%3.03%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q4 2021Q4 20211
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
FORSTA AP-FONDEN 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
SHERBROOKE PARK ADVISERS LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Banco BTG Pactual S.A. 116.35%6.35%6.35%Q1 2022Q1 20221
Merriman Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Renaissance Technologies 110.00%0.00%0.00%Q3 2021Q3 20211
HST Ventures, LLC 110.55%0.55%0.55%Q1 2022Q1 20221
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
RiverGlades Family Offices LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Allen Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
State of Wyoming 110.00%0.00%0.00%Q3 2021Q3 20211
Machina Capital S.A.S. 110.01%0.01%0.01%Q1 2023Q1 20231
Sciencast Management LP 110.12%0.12%0.12%Q4 2021Q4 20211
Wedmont Private Capital 110.01%0.01%0.01%Q3 2023Q3 20231
Candriam S.C.A. 110.00%0.00%0.00%Q2 2023Q2 20231
PATRON PARTNERS, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FORMULA GROWTH LTD 110.43%0.43%0.43%Q1 2023Q1 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
ELEMENT CAPITAL MANAGEMENT LLC 110.93%0.93%0.93%Q3 2021Q3 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MAPLELANE CAPITAL, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Foundations Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LUMINUS MANAGEMENT LLC 111.08%1.08%1.08%Q3 2022Q3 20221
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Artisan Partners Limited Partnership 110.13%0.13%0.13%Q4 2021Q4 20211
MYDA Advisors LLC 110.14%0.14%0.14%Q1 2023Q1 20231
ETF MANAGERS GROUP, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Atreides Management, LP 110.86%0.86%0.86%Q2 2021Q2 20211
Sterling Financial Planning, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Quarry LP 110.00%0.00%0.00%Q1 2023Q1 20231
MOORE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q3 2021Q3 20211
COOKSON PEIRCE & CO INC 110.01%0.01%0.01%Q1 2023Q1 20231
NKCFO LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Carnegie Capital Asset Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Alyeska Investment Group, L.P. 110.13%0.13%0.13%Q2 2021Q2 20211
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Bridgefront Capital, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Reitz Capital Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
JACOB ASSET MANAGEMENT OF NEW YORK LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Rafferty Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Concentric Capital Strategies, LP 110.08%0.08%0.08%Q1 2022Q1 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2022Q1 20221
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Biltmore Capital Advisors LLC 110.08%0.08%0.08%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
SFMG, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Sloy Dahl & Holst, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Brookfield Asset Management 110.00%0.00%0.00%Q4 2022Q4 20221
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Connor, Clark & Lunn Investment Management Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Corient Capital Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Institutional Venture Management XIV, LLC 1115.05%15.05%15.05%Q2 2021Q2 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
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
Point Break Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SteelPeak Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Jessup Wealth Management, Inc 112.39%2.39%2.39%Q3 2023Q3 20231
Emerald Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
North Fourth Asset Management, LP 110.32%0.32%0.32%Q2 2023Q2 20231
O'Neil Global Advisors, Inc. 111.02%1.02%1.02%Q2 2021Q2 20211
CTC Capital Management, LLC 110.52%0.52%0.52%Q1 2022Q1 20221
Serengeti Asset Management LP 110.19%0.19%0.19%Q3 2021Q3 20211
Philadelphia Financial Management of San Francisco, LLC 114.27%4.27%4.27%Q4 2022Q4 20221
High Net Worth Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
EAM Investors, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
IFG Advisory, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Laidlaw Wealth Management LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2023Q2 20231
Park West Asset Management LLC 110.71%0.71%0.71%Q2 2021Q2 20211
MidWestOne Financial Group, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LGT Group Foundation 110.08%0.08%0.08%Q4 2021Q4 20211
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2022Q1 20221
Petrus Trust Company, LTA 110.01%0.01%0.01%Q4 2022Q4 20221
Anchor Investment Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
INSIGNEO ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWEST WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH EFFECTS LLC 110.16%0.16%0.16%Q4 2021Q4 20211
CLEAR STREET LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
READYSTATE ASSET MANAGEMENT LP 110.09%0.09%0.09%Q2 2023Q2 20231
Legacy Wealth Planning, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
HighPoint Advisor Group LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Joule Financial, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2021Q3 20211
FOX RUN MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q3 2022Q3 20221
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2022Q1 20221
PANORAMIC INVESTMENT ADVISORS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
NinePointTwo Capital LLC 110.11%0.11%0.11%Q2 2023Q2 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
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
SAXON INTERESTS, INC. 110.24%0.24%0.24%Q3 2023Q3 20231
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Western Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EFG Asset Management (North America) Corp. 110.11%0.11%0.11%Q3 2022Q3 20221
PUTNAM INVESTMENTS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
MERIDIAN MANAGEMENT CO 110.06%0.06%0.06%Q1 2023Q1 20231
STOCK YARDS BANK & TRUST CO 110.02%0.02%0.02%Q4 2021Q4 20211
Grosvenor Holdings, L.L.C. 111.13%1.13%1.13%Q2 2021Q2 20211
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q2 2021Q2 20211
Sandbox Financial Partners, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
WEXFORD CAPITAL LP 110.04%0.04%0.04%Q2 2023Q2 20231
BLODGETT WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Quantinno Capital Management LP 110.02%0.02%0.02%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baker Chad R 110.59%0.59%0.59%Q1 2022Q1 20221
Marshall Wace North America L.P. 110.01%0.01%0.01%Q2 2021Q2 20211
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Third Point 113.24%3.24%3.24%Q2 2021Q2 20211
Mandatum Life Insurance Co Ltd 110.05%0.05%0.05%Q2 2023Q2 20231
AVIVA PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Samson Rock Capital LLP 110.75%0.75%0.75%Q3 2021Q3 20211
Golden Green, Inc. 110.59%0.59%0.59%Q1 2022Q1 20221
Diversified Trust Co 110.01%0.01%0.01%Q4 2023Q4 20231
Byrne Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tabor Asset Management, LP 110.53%0.53%0.53%Q2 2022Q2 20221
Senator Investment Group LP 111.27%1.27%1.27%Q2 2021Q2 20211
CHILTON INVESTMENT CO INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q4 2021Q4 20211
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
Sowell Financial Services LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Riverview Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
USCA RIA LLC 110.02%0.02%0.02%Q2 2021Q2 20211
DRW Securities, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Venator Capital Management Ltd. 111.64%1.64%1.64%Q4 2021Q4 20211
DCF Advisers, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
EAM Global Investors LLC 110.97%0.97%0.97%Q2 2023Q2 20231
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
PRUDENTIAL PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Aquatic Capital Management LLC 110.16%0.16%0.16%Q1 2023Q1 20231
qPULA Trading Management LP 110.55%0.55%0.55%Q3 2022Q3 20221
Nemes Rush Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Invenomic Capital Management LP 110.21%0.21%0.21%Q4 2022Q4 20221
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Full18 Capital LLC 110.33%0.33%0.33%Q2 2021Q2 20211
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
Kaizen Financial Strategies 110.05%0.05%0.05%Q3 2022Q3 20221
Quantbot Technologies LP 110.02%0.02%0.02%Q2 2021Q2 20211
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2021Q2 20211
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q1 2022Q1 20221
Capula Management Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
ENZI WEALTH 110.04%0.04%0.04%Q4 2022Q4 20221
EMFO, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
Altimeter Capital Management 110.38%0.38%0.38%Q2 2021Q2 20211
External links

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