Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 80 |
Citadel Advisors | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 64 |
GOLDMAN SACHS GROUP INC | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 54 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 53 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 41 |
VANGUARD GROUP INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 37 |
WELLS FARGO & COMPANY/MN | 22 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 37 |
DEUTSCHE BANK AG\ | 37 | 37 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 37 |
BANK OF AMERICA CORP /DE/ | 27 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 37 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 35 |
STATE STREET CORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 35 |
MORGAN STANLEY | 33 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 35 |
BANK OF MONTREAL /CAN/ | 19 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 35 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 33 |
JPMORGAN CHASE & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 32 |
BlackRock Inc. | 31 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 32 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 31 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q1 2023 | 31 |
Creative Planning | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 29 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 28 |
MATRIX ASSET ADVISORS INC/NY | 28 | 28 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2020 | 28 |
ROYAL BANK OF CANADA | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 28 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 28 |
RHUMBLINE ADVISERS | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
ALLIANCEBERNSTEIN L.P. | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
VOYA INVESTMENT MANAGEMENT LLC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
Legal & General Group Plc | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 27 |
AMERICAN INTERNATIONAL GROUP, INC. | 19 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 27 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 27 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 26 |
BARCLAYS PLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 26 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 25 |
HAP Trading, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2022 | 24 |
METROPOLITAN LIFE INSURANCE CO/NY | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 23 |
GLENMEDE TRUST CO NA | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 23 |
Cormorant Asset Management, LP | 14 | 8 | 0.12% | 1.51% | 4.56% | Q1 2014 | Q3 2021 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 22 |
D. E. Shaw & Co., Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 22 |
Virtus ETF Advisers LLC | 19 | 3 | 0.03% | 0.18% | 1.09% | Q1 2016 | Q4 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 20 |
Ameritas Investment Partners, Inc. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 19 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
Swiss National Bank | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 19 |
MetLife Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.00% | 0.05% | 0.36% | Q2 2018 | Q4 2022 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 11 | 8 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q1 2022 | 19 |
DIMENSIONAL FUND ADVISORS LP | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 18 |
Invesco Ltd. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 18 |
ProShare Advisors LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
AMALGAMATED BANK | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 18 |
AMERIPRISE FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 18 |
Wildcat Capital Management, LLC | 17 | 17 | 0.48% | 3.56% | 7.03% | Q2 2015 | Q2 2019 | 17 |
TCI Wealth Advisors, Inc. | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 17 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q4 2022 | 17 |
AQR Capital Management | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 17 |
SlateStone Wealth, LLC | 16 | 16 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 16 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 15 |
SABBY MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.56% | 1.75% | Q4 2013 | Q4 2021 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
American Portfolios Advisors | 10 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 15 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 14 |
Sigma Planning Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 14 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 14 |
S&T BANK/PA | 14 | 14 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q1 2023 | 14 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q3 2022 | 13 |
AXA S.A. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 13 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 13 |
RAYMOND JAMES & ASSOCIATES | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 13 |
NISA INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
Sculptor Capital LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 13 |
Donald L. Hagan, LLC | 13 | 13 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q4 2022 | 13 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 9 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q4 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 13 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Community Bank, N.A. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 12 |
MACQUARIE GROUP LTD | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 12 |
Virtu Financial LLC | 4 | 1 | 0.00% | 0.03% | 0.19% | Q2 2017 | Q3 2022 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
TEACHERS ADVISORS, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 12 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Arizona State Retirement System | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
GAGNON SECURITIES LLC | 11 | 11 | 0.02% | 0.03% | 0.08% | Q2 2015 | Q4 2017 | 11 |
Avoro Capital Advisors LLC | 11 | 11 | 0.10% | 3.93% | 10.61% | Q4 2014 | Q2 2017 | 11 |
IHT Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2022 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Modus Advisors, LLC | 10 | 1 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q1 2023 | 11 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2022 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
BlackRock Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.07% | 0.30% | Q3 2020 | Q1 2023 | 11 |
TFS CAPITAL LLC | 10 | 10 | 0.01% | 0.07% | 0.26% | Q1 2014 | Q2 2016 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 10 |
Spectrum Wealth Advisory Group, LLC | 10 | 10 | 0.02% | 0.12% | 0.27% | Q2 2020 | Q3 2022 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Global Retirement Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
OAKTREE CAPITAL MANAGEMENT LP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Poehling Capital Management, INC. | 10 | 10 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Lindbrook Capital, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 9 |
InterOcean Capital Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Spot Trading L.L.C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 9 |
C WorldWide Group Holding A/S | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2016 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Aisling Capital LLC | 9 | 9 | 0.01% | 2.66% | 5.56% | Q4 2013 | Q4 2015 | 9 |
Keystone Financial Group | 9 | 9 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Advisor Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 9 |
WEDBUSH SECURITIES INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
TRUIST FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Healthcare Value Capital, LLC | 9 | 9 | 0.40% | 1.18% | 3.32% | Q1 2014 | Q1 2016 | 9 |
ETF MANAGERS GROUP, LLC | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Handelsbanken Fonder AB | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 9 |
STRS OHIO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 9 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
Allworth Financial LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 8 |
Oaktree Fund Advisors, LLC | 8 | 8 | 0.02% | 13.87% | 60.89% | Q2 2021 | Q1 2023 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Baker Avenue Asset Management, LP | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 8 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.01% | 0.12% | 0.37% | Q3 2020 | Q4 2021 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ClariVest Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Rathbones Group PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.86% | 1.82% | 2.95% | Q4 2016 | Q3 2018 | 8 |
J.Safra Asset Management Corp | 8 | 8 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Private Advisor Group, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
Golden State Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
AlphaMark Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 8 |
swisspartners Ltd. | 8 | 8 | 0.12% | 0.40% | 0.76% | Q1 2021 | Q4 2022 | 8 |
Nationwide Fund Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
EMFO, LLC | 7 | 7 | 0.19% | 0.98% | 2.91% | Q2 2021 | Q4 2022 | 7 |
Stratos Wealth Partners, LTD. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 7 |
Alpine Global Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q4 2022 | 7 |
NATIXIS | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 7 |
Numeric Investors LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2015 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Engineers Gate Manager LP | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Everhart Financial Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q4 2022 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Acorn Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.24% | 0.70% | Q1 2021 | Q4 2022 | 7 |
XPONANCE, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 6 |
Laurel Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.00% | 0.06% | 0.17% | Q4 2021 | Q1 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2022 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
WHITTIER TRUST CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 6 |
PUTNAM INVESTMENTS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 6 |
TWO SIGMA INVESTMENTS, LP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 6 |
NORGES BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Caption Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q4 2022 | 6 |
Sugarloaf Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 6 |
FEDERATED HERMES, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Granite Bay Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2021 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Kore Private Wealth LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2020 | 6 |
IEQ CAPITAL, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Gotham Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 5 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Goodman Advisory Group, LLC | 5 | 5 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Front Street Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
EUDAIMONIA ADVISORS LLC | 5 | 5 | 0.08% | 0.18% | 0.33% | Q4 2021 | Q4 2022 | 5 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Quantbot Technologies LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2022 | 5 |
Asset Management Resources, LLC | 5 | 5 | 0.08% | 0.21% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 5 | 0.19% | 0.23% | 0.26% | Q3 2015 | Q3 2016 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Aperio Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2020 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 5 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.18% | 0.27% | 0.42% | Q1 2019 | Q4 2019 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 4 |
Geneos Wealth Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q1 2018 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Key FInancial Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Thrive Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Jacobi Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
HighVista Strategies LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q2 2021 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
QS Investors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 4 |
MYDA Advisors LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q1 2019 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Pacer Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 4 |
Man Group plc | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Talkot Capital, LLC | 4 | 4 | 1.15% | 2.46% | 3.19% | Q2 2014 | Q1 2015 | 4 |
Mayo Clinic | 3 | 1 | 0.14% | 3.71% | 6.09% | Q4 2020 | Q4 2022 | 4 |
Sheaff Brock Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
XTX Topco Ltd | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Pegasus Asset Management, Inc. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2020 | 4 |
KLCM Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Vident Investment Advisory, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q3 2018 | 4 |
Weaver Consulting Group | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
ArchPoint Investors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2018 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2022 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Trexquant Investment LP | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2015 | 3 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 3 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Wellspring Financial Advisors, LLC | 3 | 3 | 0.14% | 0.19% | 0.28% | Q2 2022 | Q4 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GFG Capital, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q1 2018 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Rhenman & Partners Asset Management AB | 3 | 3 | 0.10% | 0.14% | 0.19% | Q1 2014 | Q3 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
InterOcean Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 3 |
Coatue Management | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q4 2020 | 3 |
State of New Jersey Common Pension Fund D | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Candriam S.C.A. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ACUTA CAPITAL PARTNERS, LLC | 3 | 3 | 0.78% | 1.52% | 2.31% | Q1 2015 | Q3 2015 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Csenge Advisory Group | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q2 2021 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.11% | 0.19% | Q4 2020 | Q4 2021 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
SG3 Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Corient Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Houlihan Financial Resource Group, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
JBF Capital, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TL Private Wealth | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 2 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q1 2021 | Q3 2022 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Spark Investment Management LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2015 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 2 |
Tekla Capital Management LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
XR Securities LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
PROFUND ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2018 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.03% | 0.13% | 0.24% | Q3 2020 | Q3 2020 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Alambic Investment Management, L.P. | 2 | 2 | 0.02% | 0.16% | 0.30% | Q4 2017 | Q1 2018 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 2 |
Endurant Capital Management LP | 2 | 2 | 0.37% | 0.48% | 0.59% | Q4 2014 | Q1 2015 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.15% | 0.21% | 0.27% | Q4 2020 | Q1 2021 | 2 |
American Research & Management Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Iguana Healthcare Management, LLC | 2 | 2 | 0.30% | 0.35% | 0.41% | Q1 2014 | Q2 2014 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q2 2018 | 2 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 3.99% | 3.99% | 3.99% | Q3 2022 | Q3 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Elephas Investment Management Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Anson Funds Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2015 | Q2 2015 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sio Capital Management, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2014 | Q4 2014 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
B. Riley Securities, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Fluent Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2015 | Q1 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2022 | Q4 2022 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CVI Holdings, LLC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q2 2019 | Q2 2019 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Realta Investment Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
LAKE STREET FINANCIAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SOPHROSYNE CAPITAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2013 | Q4 2013 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
Rubric Capital Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2015 | Q3 2015 | 1 |
Westwood Wealth Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
TCW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LUCAS CAPITAL MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Dakota Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Aristides Capital LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Geduld E E | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own SORRENTO THERAPEUTICS INC or have owned SORRENTO THERAPEUTICS INC in the past.