SQUARE INC shareholder history

Current and past SQUARE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 31310.00%0.15%0.92%Q4 2015Q2 202393
SUSQUEHANNA INTERNATIONAL GROUP, LLP 31310.00%0.10%0.39%Q4 2015Q2 202392
CITIGROUP INC 31310.00%0.04%0.15%Q4 2015Q2 202389
Walleye Trading LLC 31310.00%0.24%1.27%Q4 2015Q2 202387
BARCLAYS PLC 31310.00%0.05%0.16%Q4 2015Q2 202386
Citadel Advisors 31310.00%0.07%0.26%Q4 2015Q2 202386
UBS Group AG 31310.00%0.05%0.21%Q4 2015Q2 202381
D. E. Shaw & Co., Inc. 27270.00%0.18%0.84%Q4 2016Q2 202378
WOLVERINE TRADING, LLC 16110.00%0.08%0.34%Q2 2016Q1 202378
BANK OF AMERICA CORP /DE/ 31310.00%0.01%0.08%Q4 2015Q2 202376
Parallax Volatility Advisers, L.P. 2170.00%0.09%0.44%Q2 2016Q2 202374
ROYAL BANK OF CANADA 31310.00%0.02%0.12%Q4 2015Q2 202374
JANE STREET GROUP, LLC 31310.00%0.06%0.22%Q4 2015Q2 202373
GOLDMAN SACHS GROUP INC 28280.00%0.06%0.36%Q3 2016Q2 202372
BNP PARIBAS ARBITRAGE, SNC 2630.00%0.05%0.32%Q1 2016Q2 202369
CAPITAL FUND MANAGEMENT S.A. 25250.00%0.29%1.27%Q2 2017Q2 202364
HAP Trading, LLC 1310.00%0.29%2.36%Q3 2016Q2 202362
TWO SIGMA SECURITIES, LLC 1510.00%0.12%0.59%Q3 2016Q2 202362
CREDIT SUISSE AG/ 31310.00%0.06%0.36%Q4 2015Q2 202359
TWO SIGMA INVESTMENTS, LP 2610.00%0.11%0.57%Q4 2015Q2 202359
MILLENNIUM MANAGEMENT LLC 2020.00%0.04%0.24%Q4 2015Q2 202358
NOMURA HOLDINGS INC 2420.00%0.09%0.88%Q4 2015Q2 202358
Twin Tree Management, LP 24240.00%0.16%0.66%Q2 2017Q1 202358
Creative Planning 31310.00%0.04%0.46%Q4 2015Q2 202356
HSBC HOLDINGS PLC 25250.00%0.07%0.30%Q2 2017Q2 202355
PEAK6 Investments LLC 20200.00%0.27%0.91%Q3 2018Q2 202354
BANK OF MONTREAL /CAN/ 2910.00%0.03%0.42%Q4 2015Q2 202354
WELLS FARGO & COMPANY/MN 31310.00%0.03%0.13%Q4 2015Q2 202352
HighTower Advisors, LLC 29290.00%0.03%0.10%Q2 2016Q2 202348
Paloma Partners Management Co 1210.00%0.09%0.78%Q2 2017Q2 202347
Invesco Ltd. 29290.00%0.01%0.15%Q2 2016Q2 202345
XR Securities LLC 21210.00%0.15%0.73%Q2 2018Q2 202345
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.05%0.27%Q1 2016Q2 202342
Squarepoint Ops LLC 1010.00%0.06%0.29%Q3 2016Q2 202340
PRELUDE CAPITAL MANAGEMENT, LLC 860.01%0.08%0.44%Q1 2017Q3 202238
Centiva Capital, LP 17170.01%0.06%0.28%Q2 2019Q2 202338
Financial Architects, Inc 25250.00%0.04%0.17%Q1 2016Q1 202238
Mizuho Markets Cayman LP 1210.00%1.37%10.84%Q1 2020Q2 202337
DEUTSCHE BANK AG\ 31310.00%0.03%0.16%Q4 2015Q2 202337
TUDOR INVESTMENT CORP ET AL 23230.00%0.07%0.25%Q4 2017Q2 202337
WOLVERINE ASSET MANAGEMENT LLC 1810.00%0.11%0.49%Q1 2017Q2 202337
Cubist Systematic Strategies, LLC 2330.01%0.06%0.26%Q3 2016Q2 202336
US BANCORP \DE\ 31310.00%0.05%0.15%Q4 2015Q2 202335
Daiwa Securities Group Inc. 23230.00%0.02%0.11%Q4 2017Q2 202335
Jefferies Group LLC 1710.00%0.12%1.84%Q1 2016Q3 202235
CREDIT AGRICOLE S A 1820.00%0.09%0.30%Q4 2016Q2 202335
Moors & Cabot, Inc. 2210.00%0.08%0.22%Q3 2016Q2 202333
MUFG Securities EMEA plc 1560.01%0.28%4.82%Q4 2017Q2 202333
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 31310.00%0.36%0.78%Q4 2015Q2 202331
GEODE CAPITAL MANAGEMENT, LLC 31310.00%0.05%0.13%Q4 2015Q2 202331
Capital World Investors 31310.01%0.14%0.37%Q4 2015Q2 202331
FMR LLC 31310.00%0.11%0.30%Q4 2015Q2 202331
Focused Wealth Management, Inc 31310.00%0.03%0.11%Q4 2015Q2 202331
STATE STREET CORP 31310.00%0.04%0.11%Q4 2015Q2 202331
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 31310.00%0.05%0.16%Q4 2015Q2 202331
ARK Investment Management 2330.00%3.37%6.81%Q4 2016Q2 202331
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31310.00%0.00%0.00%Q4 2015Q2 202331
NORTHERN TRUST CORP 31310.00%0.04%0.11%Q4 2015Q2 202331
Bank of New York Mellon Corp 31310.00%0.07%0.17%Q4 2015Q2 202331
BlackRock Inc. 31310.00%0.05%0.14%Q4 2015Q2 202331
VANGUARD GROUP INC 31310.00%0.06%0.15%Q4 2015Q2 202331
BLAIR WILLIAM & CO/IL 31310.01%0.10%0.41%Q4 2015Q2 202331
NEW YORK STATE COMMON RETIREMENT FUND 31310.00%0.08%0.23%Q4 2015Q2 202331
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 31310.00%0.08%0.21%Q4 2015Q2 202331
IFP Advisors, Inc 16140.00%0.03%0.08%Q4 2015Q2 202331
VOYA INVESTMENT MANAGEMENT LLC 31310.00%0.04%0.30%Q4 2015Q2 202331
STATE OF WISCONSIN INVESTMENT BOARD 31310.00%0.05%0.14%Q4 2015Q2 202331
MORGAN STANLEY 31310.00%0.28%1.10%Q4 2015Q2 202331
INVESTMENT HOUSE LLC 30300.04%0.58%1.42%Q1 2016Q2 202330
FIRST TRUST ADVISORS LP 30300.00%0.04%0.16%Q1 2016Q2 202330
LPL Financial LLC 27270.00%0.04%0.11%Q4 2016Q2 202330
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 30300.00%0.09%0.23%Q4 2015Q1 202330
SEI INVESTMENTS CO 30300.00%0.04%0.19%Q1 2016Q2 202330
AdvisorNet Financial, Inc 23230.00%0.06%0.15%Q4 2017Q2 202330
Raymond James Financial Services Advisors, Inc. 30300.00%0.04%0.11%Q1 2016Q2 202330
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30300.00%0.04%0.10%Q1 2016Q2 202330
Geneos Wealth Management Inc. 30300.00%0.02%0.07%Q1 2016Q2 202330
MANUFACTURERS LIFE INSURANCE COMPANY, THE 30300.00%0.00%0.01%Q1 2016Q2 202330
CIBC Asset Management Inc 30300.00%0.01%0.02%Q1 2016Q2 202330
AMERICAN CENTURY COMPANIES INC 2910.00%0.17%0.50%Q4 2015Q2 202330
Legal & General Group Plc 30300.00%0.06%0.18%Q1 2016Q2 202330
PATHSTONE FAMILY OFFICE, LLC 2610.00%0.06%0.25%Q3 2016Q2 202330
GILDER GAGNON HOWE & CO LLC 30300.02%0.81%1.53%Q1 2016Q2 202330
JPMORGAN CHASE & CO 2820.00%0.05%0.16%Q4 2015Q2 202330
RHUMBLINE ADVISERS 30300.00%0.05%0.12%Q1 2016Q2 202330
GREAT WEST LIFE ASSURANCE CO /CAN/ 29290.00%0.05%0.16%Q2 2016Q2 202329
Swiss National Bank 29290.00%0.09%0.24%Q2 2016Q2 202329
WESTWOOD MANAGEMENT CORP /IL/ 29290.07%0.67%1.70%Q2 2016Q2 202329
WELLINGTON MANAGEMENT GROUP LLP 28280.00%0.09%0.25%Q3 2016Q2 202329
PITTENGER & ANDERSON INC 29290.00%0.05%0.38%Q2 2016Q2 202329
TOCQUEVILLE ASSET MANAGEMENT L.P. 2710.00%0.10%0.21%Q4 2015Q2 202329
UBS ASSET MANAGEMENT AMERICAS INC 29290.00%0.08%0.18%Q2 2016Q2 202329
RAYMOND JAMES & ASSOCIATES 29290.00%0.04%0.08%Q2 2016Q2 202329
CSS LLC/IL 910.01%0.04%0.24%Q4 2017Q1 202229
STIFEL FINANCIAL CORP 29290.00%0.02%0.06%Q2 2016Q2 202329
ALLIANCEBERNSTEIN L.P. 29290.00%0.04%0.10%Q2 2016Q2 202329
PNC FINANCIAL SERVICES GROUP, INC. 29290.00%0.00%0.01%Q2 2016Q2 202329
CENTRAL TRUST Co 29290.00%0.03%0.10%Q2 2016Q2 202329
Neuberger Berman Group LLC 29290.00%0.02%0.13%Q2 2016Q2 202329
Valeo Financial Advisors, LLC 22220.00%0.02%0.04%Q1 2018Q2 202329
Cambridge Investment Research Advisors, Inc. 29290.00%0.07%0.20%Q2 2016Q2 202329
Moloney Securities Asset Management, LLC 27270.48%1.12%2.08%Q4 2016Q2 202328
RAYMOND JAMES TRUST N.A. 1810.01%0.03%0.05%Q4 2015Q2 202328
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 28280.00%0.09%0.23%Q3 2016Q2 202328
Nicholas Investment Partners, LP 28280.02%0.29%0.88%Q3 2016Q2 202328
Laurion Capital Management LP 770.01%0.25%0.87%Q2 2018Q4 202128
Cutter & CO Brokerage, Inc. 28280.11%0.32%0.82%Q3 2016Q2 202328
Sumitomo Mitsui DS Asset Management Company, Ltd 28280.03%0.50%2.17%Q3 2016Q2 202328
MACQUARIE GROUP LTD 28280.00%0.03%0.20%Q3 2016Q2 202328
Glassman Wealth Services 28280.00%0.03%0.10%Q3 2016Q2 202328
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.04%0.18%Q3 2016Q3 202228
GLENMEDE TRUST CO NA 28280.00%0.00%0.01%Q4 2015Q3 202228
Aviance Capital Partners, LLC 28280.04%0.49%1.89%Q3 2016Q2 202328
M&T BANK CORP 28280.00%0.02%0.05%Q3 2016Q2 202328
Allianz Asset Management GmbH 28280.00%0.31%0.92%Q3 2016Q2 202328
Gladstone Capital Management LLP 28285.62%15.42%22.48%Q3 2016Q2 202328
Sumitomo Mitsui Trust Holdings, Inc. 27270.00%0.44%0.98%Q4 2016Q2 202327
PRINCIPAL FINANCIAL GROUP INC 27270.00%0.04%0.14%Q4 2016Q2 202327
Zurcher Kantonalbank (Zurich Cantonalbank) 27270.00%0.06%0.17%Q4 2016Q2 202327
Robeco Institutional Asset Management B.V. 27270.01%0.33%0.74%Q4 2016Q2 202327
CIBC WORLD MARKET INC. 22220.01%0.02%0.04%Q1 2018Q2 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.02%0.05%Q2 2017Q2 202327
Steward Partners Investment Advisory, LLC 27270.01%0.07%0.19%Q4 2016Q2 202327
Parkside Financial Bank & Trust 1520.00%0.01%0.03%Q1 2016Q2 202327
D.A. DAVIDSON & CO. 2160.00%0.02%0.08%Q1 2016Q2 202327
Nikko Asset Management Americas, Inc. 27270.06%5.52%8.22%Q4 2016Q2 202327
Caption Management, LLC 810.00%0.18%0.90%Q4 2017Q2 202327
Evanson Asset Management, LLC 27270.08%0.51%2.08%Q4 2016Q2 202327
Parallel Advisors, LLC 27270.01%0.06%0.13%Q4 2016Q2 202327
AMERIPRISE FINANCIAL INC 27270.00%0.08%0.20%Q4 2016Q2 202327
STATE OF MICHIGAN RETIREMENT SYSTEM 1330.03%0.29%1.01%Q2 2016Q2 202327
Russell Investments Group, Ltd. 27270.00%0.06%0.14%Q4 2016Q2 202327
MARSHALL WACE, LLP 1110.00%0.05%0.50%Q4 2016Q2 202327
Intellectus Partners, LLC 27270.08%0.39%0.67%Q4 2016Q2 202327
FRANKLIN RESOURCES INC 27270.01%0.06%0.20%Q4 2016Q2 202327
SC US (TTGP), LTD. 27270.00%5.05%29.26%Q4 2016Q2 202327
BLUESTEIN R H & CO LLC 27270.01%0.11%1.29%Q1 2016Q3 202227
Tower Research Capital LLC (TRC) 2110.00%0.04%0.31%Q1 2016Q2 202326
Penserra Capital Management LLC 2240.00%0.03%0.17%Q1 2016Q2 202326
ETF MANAGERS GROUP, LLC 2420.01%0.85%1.66%Q3 2016Q1 202326
EDMOND DE ROTHSCHILD HOLDING S.A. 13130.00%0.02%0.09%Q1 2016Q2 202326
J.P. Morgan Private Wealth Advisors LLC 2510.00%0.06%0.19%Q3 2016Q2 202326
People's United Financial, Inc. 26260.00%0.04%0.13%Q4 2015Q1 202226
GUGGENHEIM CAPITAL LLC 26260.00%0.01%0.07%Q3 2016Q4 202226
EATON VANCE MANAGEMENT 26260.00%0.05%0.16%Q2 2016Q3 202226
PRUDENTIAL FINANCIAL INC 2420.00%0.00%0.01%Q3 2016Q2 202326
B. Riley Wealth Advisors, Inc. 26260.02%0.17%0.32%Q1 2017Q2 202326
VICTORY CAPITAL MANAGEMENT INC 1880.01%0.05%0.11%Q4 2016Q2 202326
TEACHER RETIREMENT SYSTEM OF TEXAS 1310.00%0.06%0.16%Q2 2016Q2 202326
AQR Capital Management 26260.00%0.01%0.03%Q1 2017Q2 202326
TCI Wealth Advisors, Inc. 2330.00%0.01%0.01%Q4 2015Q1 202326
SIMPLEX TRADING, LLC 1310.00%0.04%0.39%Q2 2016Q2 202326
SALEM INVESTMENT COUNSELORS INC 1880.00%0.06%0.22%Q4 2016Q2 202326
SCOTIA CAPITAL INC. 26260.00%0.03%0.11%Q1 2017Q2 202326
SG Americas Securities, LLC 2510.00%0.06%0.15%Q4 2016Q2 202326
Janney Montgomery Scott LLC 26260.00%0.04%0.12%Q1 2017Q2 202326
BNP Paribas Asset Management Holding S.A. 25250.01%0.32%0.54%Q2 2017Q2 202325
Asset Management One Co., Ltd. 25250.00%0.11%0.24%Q2 2017Q2 202325
Bluefin Trading, LLC 11110.00%0.20%1.18%Q4 2017Q2 202025
PRICE T ROWE ASSOCIATES INC /MD/ 2410.00%0.06%0.31%Q4 2016Q2 202325
OneDigital Investment Advisors LLC 25250.00%0.04%0.10%Q2 2017Q2 202325
METROPOLITAN LIFE INSURANCE CO/NY 25250.00%0.03%0.09%Q4 2015Q4 202125
BALDWIN BROTHERS LLC/MA 25250.00%0.00%0.01%Q2 2017Q2 202325
MML INVESTORS SERVICES, LLC 25250.00%0.04%0.10%Q2 2017Q2 202325
Dai-ichi Life Insurance Company, Ltd 25250.01%0.07%0.16%Q2 2017Q2 202325
AMALGAMATED BANK 25250.03%0.07%0.16%Q2 2017Q2 202325
FIFTH THIRD BANCORP 2230.00%0.01%0.02%Q4 2015Q2 202325
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.00%0.01%0.02%Q2 2017Q2 202325
WEDBUSH SECURITIES INC 25250.03%0.20%0.45%Q2 2017Q2 202325
HOERTKORN RICHARD CHARLES 25250.00%0.01%0.01%Q2 2017Q2 202325
Sigma Planning Corp 25250.02%0.14%0.40%Q2 2017Q2 202325
Utah Retirement Systems 25250.02%0.11%0.23%Q2 2017Q2 202325
Ancora Advisors, LLC 2320.00%0.02%0.03%Q4 2016Q2 202325
ENVESTNET ASSET MANAGEMENT INC 1910.00%0.01%0.03%Q2 2016Q2 202325
Walleye Capital LLC 410.00%0.08%0.48%Q1 2019Q2 202325
Capital Advisors, Ltd. LLC 1690.01%0.02%0.04%Q1 2017Q2 202325
NOMURA ASSET MANAGEMENT CO LTD 2410.00%0.34%1.08%Q4 2016Q2 202325
HAMILTON LANE ADVISORS LLC 1860.10%5.75%20.31%Q4 2016Q2 202324
ALPS ADVISORS INC 24240.00%0.02%0.06%Q3 2017Q2 202324
BESSEMER GROUP INC 2310.00%0.06%0.24%Q4 2015Q2 202324
Sterling Investment Advisors, Ltd. 2310.00%0.80%2.00%Q4 2016Q1 202324
DIMENSIONAL FUND ADVISORS LP 24240.00%0.01%0.03%Q3 2017Q2 202324
HUNTINGTON NATIONAL BANK 2310.00%0.00%0.00%Q2 2017Q2 202324
Wealthcare Advisory Partners LLC 24240.00%0.06%0.15%Q3 2017Q2 202324
TRUIST FINANCIAL CORP 22220.00%0.02%0.04%Q1 2018Q2 202324
CAAS CAPITAL MANAGEMENT LP 820.01%0.32%0.95%Q1 2020Q3 202224
ZEVENBERGEN CAPITAL INVESTMENTS LLC 24240.08%1.86%4.57%Q3 2017Q2 202324
WESTPAC BANKING CORP 2310.00%0.16%0.39%Q4 2015Q2 202324
Cetera Advisor Networks LLC 1840.00%0.03%0.08%Q4 2017Q2 202324
State of New Jersey Common Pension Fund D 24240.00%0.08%0.18%Q3 2017Q2 202324
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2310.00%0.11%0.34%Q4 2015Q2 202324
JANUS HENDERSON GROUP PLC 24240.00%0.03%0.12%Q3 2017Q2 202324
BANQUE PICTET & CIE SA 24240.01%0.02%0.05%Q3 2017Q2 202324
Westside Investment Management, Inc. 1410.00%0.01%0.03%Q4 2016Q2 202324
AXA S.A. 24240.00%0.06%0.19%Q3 2017Q2 202324
Darwin Wealth Management, LLC 24240.11%0.72%3.02%Q1 2017Q4 202224
KBC Group NV 23230.01%0.05%0.21%Q4 2017Q2 202323
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 23230.02%0.10%0.18%Q4 2017Q2 202323
Gulf International Bank (UK) Ltd 23230.04%0.12%0.24%Q4 2017Q2 202323
TORONTO DOMINION BANK 23230.00%0.01%0.03%Q4 2017Q2 202323
FUKOKU MUTUAL LIFE INSURANCE Co 23230.00%0.03%0.08%Q4 2017Q2 202323
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 23230.05%0.14%0.28%Q4 2017Q2 202323
COMERICA BANK 23230.00%0.01%0.04%Q2 2017Q4 202223
CAPTRUST FINANCIAL ADVISORS 23230.00%0.01%0.04%Q4 2017Q2 202323
IFM Investors Pty Ltd 23230.04%0.13%0.26%Q4 2017Q2 202323
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 23230.03%0.09%0.21%Q4 2017Q2 202323
Avestar Capital, LLC 1470.00%0.13%0.49%Q1 2018Q2 202323
UNITED CAPITAL FINANCIAL ADVISERS, LLC 23230.00%0.02%0.05%Q4 2017Q2 202323
Private Advisor Group, LLC 2210.01%0.06%0.17%Q3 2017Q2 202323
CWM, LLC 1670.00%0.01%0.01%Q3 2017Q2 202323
Mitsubishi UFJ Trust & Banking Corp 23230.03%0.07%0.12%Q4 2017Q2 202323
OPPENHEIMER & CO INC 23230.02%0.15%0.48%Q4 2017Q2 202323
Dynamic Advisor Solutions LLC 1710.00%0.08%0.27%Q4 2017Q2 202323
DnB Asset Management AS 23230.01%0.05%0.10%Q4 2017Q2 202323
Biondo Investment Advisors, LLC 23230.68%3.07%6.22%Q4 2017Q2 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.04%0.09%0.18%Q4 2017Q2 202323
Engineers Gate Manager LP 1020.02%0.18%0.55%Q4 2016Q2 202323
Livforsakringsbolaget Skandia, Omsesidigt 23230.00%0.04%0.10%Q4 2017Q2 202323
Compagnie Lombard Odier SCmA 23230.00%0.03%0.10%Q4 2017Q2 202323
SeaCrest Wealth Management, LLC 23230.05%0.10%0.21%Q4 2017Q2 202323
Kovack Advisors, Inc. 23230.03%0.22%0.39%Q4 2017Q2 202323
Crewe Advisors LLC 23230.01%0.04%0.10%Q4 2017Q2 202323
Sound Income Strategies, LLC 23230.00%0.00%0.01%Q4 2017Q2 202323
Stratos Wealth Partners, LTD. 23230.01%0.05%0.13%Q4 2017Q2 202323
Allworth Financial LP 23230.00%0.00%0.01%Q4 2017Q2 202323
NORDEA INVESTMENT MANAGEMENT AB 23230.00%0.03%0.08%Q4 2017Q2 202323
Advisory Services Network, LLC 23230.00%0.08%0.26%Q4 2017Q2 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 23230.00%0.02%0.07%Q3 2016Q1 202223
Capital Investment Advisory Services, LLC 1150.00%0.11%0.23%Q2 2017Q2 202323
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 23230.02%0.06%0.11%Q4 2017Q2 202323
Alkeon Capital Management 1130.05%0.42%1.36%Q4 2017Q2 202323
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.09%0.42%Q4 2017Q2 202323
JFS WEALTH ADVISORS, LLC 23230.00%0.01%0.06%Q4 2017Q2 202323
Global Retirement Partners, LLC 1610.00%0.02%0.12%Q4 2016Q2 202323
Cetera Advisors LLC 23230.02%0.05%0.11%Q4 2017Q2 202323
COMMERCE BANK 23230.00%0.01%0.04%Q4 2017Q2 202323
EARNEST PARTNERS LLC 23230.00%0.00%0.00%Q4 2017Q2 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 22220.00%0.02%0.07%Q1 2018Q2 202322
Covenant Asset Management, LLC 1830.08%0.79%1.73%Q1 2018Q2 202322
STRS OHIO 22220.00%0.05%0.12%Q4 2017Q1 202322
SG3 Management, LLC 510.02%0.20%0.68%Q4 2017Q4 202122
Ithaka Group 22221.16%2.32%4.05%Q1 2018Q2 202322
Candriam S.C.A. 22220.01%0.04%0.14%Q1 2018Q2 202322
AE Wealth Management LLC 20200.00%0.03%0.08%Q3 2018Q2 202322
OPPENHEIMER ASSET MANAGEMENT INC. 22220.05%0.11%0.23%Q1 2018Q2 202322
National Pension Service 22220.08%0.14%0.25%Q1 2018Q2 202322
Advisors Asset Management, Inc. 22220.00%0.15%0.37%Q1 2018Q2 202322
FAIRFIELD, BUSH & CO. 22220.02%0.68%1.36%Q1 2018Q2 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.00%0.02%0.06%Q1 2018Q2 202322
Baird Financial Group, Inc. 22220.00%0.03%0.10%Q1 2018Q2 202322
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.72%1.57%Q1 2018Q2 202322
TWO SIGMA ADVISERS, LP 1310.00%0.18%0.76%Q1 2016Q2 202322
Kingsview Wealth Management, LLC 910.00%0.03%0.15%Q4 2017Q2 202322
EVERGREEN CAPITAL MANAGEMENT LLC 2110.01%0.28%0.46%Q3 2017Q1 202322
Harvest Fund Management Co., Ltd 22220.00%0.06%0.25%Q4 2017Q1 202322
BERKSHIRE CAPITAL HOLDINGS INC 22220.00%3.25%7.16%Q1 2018Q2 202322
LINCOLN NATIONAL CORP 22220.01%0.03%0.05%Q1 2018Q2 202322
SIGNATUREFD, LLC 22220.00%0.01%0.03%Q1 2018Q2 202322
FIRST MANHATTAN CO. LLC. 22220.00%0.00%0.01%Q1 2018Q2 202322
RPG Investment Advisory, LLC 22220.02%0.74%1.47%Q1 2018Q2 202322
Cetera Investment Advisers 22220.02%0.08%0.15%Q1 2018Q2 202322
TD ASSET MANAGEMENT INC 22220.00%0.04%0.17%Q1 2018Q2 202322
Treasurer of the State of North Carolina 22220.03%0.11%0.23%Q1 2018Q2 202322
Laurel Wealth Advisors, Inc. 20200.02%0.12%0.29%Q1 2018Q4 202222
DAVENPORT & Co LLC 22220.00%0.01%0.02%Q1 2018Q2 202322
VALLEY NATIONAL ADVISERS INC 12100.00%0.01%0.02%Q2 2017Q2 202322
LOS ANGELES CAPITAL MANAGEMENT LLC 1480.00%0.08%0.43%Q3 2017Q2 202322
Korea Investment CORP 2110.00%0.10%0.28%Q4 2017Q2 202322
Perigon Wealth Management, LLC 1510.00%0.07%0.13%Q3 2011Q2 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.06%0.19%0.42%Q1 2018Q2 202322
NISA INVESTMENT ADVISORS, LLC 22220.00%0.04%0.08%Q1 2018Q2 202322
Sargent Bickham Lagudis LLC 2110.00%0.00%0.01%Q2 2017Q4 202222
SteelPeak Wealth, LLC 15150.00%0.30%0.73%Q4 2019Q2 202322
NORGES BANK 1410.01%0.07%0.15%Q1 2017Q4 202222
DekaBank Deutsche Girozentrale 1560.00%0.04%0.12%Q1 2018Q2 202322
SHELL ASSET MANAGEMENT CO 22220.01%0.04%0.14%Q4 2017Q1 202322
StoneX Group Inc. 21210.22%0.66%4.41%Q4 2017Q4 202221
Stephens Investment Management Group LLC 21210.00%0.40%0.94%Q1 2017Q1 202221
BRYN MAWR TRUST Co 21210.01%0.03%0.07%Q2 2018Q2 202321
Verition Fund Management LLC 910.01%0.03%0.16%Q4 2016Q2 202321
abrdn plc 21210.00%0.01%0.02%Q2 2018Q2 202321
HighPoint Advisor Group LLC 2010.10%0.32%0.53%Q4 2016Q2 202221
Andra AP-fonden 1240.01%0.12%0.33%Q4 2017Q2 202321
Tower View Wealth Management LLC 21210.51%0.95%1.61%Q4 2017Q4 202221
Meiji Yasuda Asset Management Co Ltd. 21210.02%0.07%0.48%Q2 2018Q2 202321
LAZARD ASSET MANAGEMENT LLC 1410.00%0.01%0.03%Q1 2017Q2 202321
MGO ONE SEVEN LLC 1920.01%0.14%0.36%Q4 2017Q2 202321
SWS Partners 1420.03%0.51%1.54%Q4 2017Q2 202321
Man Group plc 1920.00%0.03%0.12%Q1 2018Q2 202321
KEYBANK NATIONAL ASSOCIATION/OH 21210.00%0.04%0.14%Q1 2018Q1 202321
Sonora Investment Management, LLC 11100.00%0.00%0.01%Q1 2016Q3 202121
CENTAURUS FINANCIAL, INC. 1550.01%0.04%0.14%Q2 2018Q2 202321
Bray Capital Advisors 21210.10%0.20%0.36%Q1 2018Q1 202321
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2010.16%3.61%6.32%Q3 2017Q2 202321
FIRST MERCANTILE TRUST CO 21210.02%0.12%0.35%Q3 2016Q3 202121
GROUP ONE TRADING, L.P. 1610.00%0.08%0.33%Q4 2015Q2 202321
CIBC Private Wealth Group, LLC 1110.00%0.00%0.01%Q3 2017Q2 202321
Achmea Investment Management B.V. 1290.03%0.09%0.18%Q4 2017Q2 202321
Smithfield Trust Co 21210.00%0.00%0.01%Q2 2018Q2 202321
Prospera Financial Services Inc 1710.02%0.10%0.20%Q4 2017Q2 202321
Bares Capital Management 21210.01%12.31%21.35%Q2 2018Q2 202321
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 21210.00%0.02%0.11%Q2 2018Q2 202321
Strategic Advisors LLC 21210.09%0.16%0.47%Q2 2018Q2 202321
Carroll Financial Associates, Inc. 21210.00%0.00%0.03%Q4 2016Q4 202121
MCF Advisors LLC 1560.00%0.01%0.03%Q1 2018Q2 202321
ATWOOD & PALMER INC 1740.00%0.06%1.04%Q3 2017Q2 202321
Capital Impact Advisors, LLC 1740.29%0.96%1.90%Q3 2017Q4 202221
Motley Fool Asset Management LLC 21210.04%0.10%0.19%Q2 2018Q2 202321
Sheaff Brock Investment Advisors, LLC 1810.02%0.07%0.20%Q2 2016Q2 202321
Hudock, Inc. 21210.03%0.08%0.13%Q3 2017Q3 202221
PEAK6 Group LLC 880.00%0.07%0.49%Q3 2016Q2 201821
STEPHENS INC /AR/ 20200.01%0.04%0.08%Q3 2018Q2 202320
Garner Asset Management Corp 20200.12%0.29%0.55%Q1 2018Q4 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.05%0.11%Q4 2017Q4 202220
HOEY INVESTMENTS, INC 1110.00%0.18%1.79%Q4 2019Q2 202320
Tekne Capital Management, LLC 1422.28%9.03%16.68%Q4 2016Q2 202320
MASSMUTUAL TRUST CO FSB/ADV 1910.00%0.00%0.01%Q1 2017Q2 202320
American Portfolios Advisors 20200.01%0.22%0.46%Q4 2017Q3 202220
QUADRANT CAPITAL GROUP LLC 20200.00%0.02%0.05%Q3 2018Q2 202320
MACKENZIE FINANCIAL CORP 1550.00%0.01%0.02%Q4 2017Q2 202320
WETHERBY ASSET MANAGEMENT INC 18180.02%0.07%0.16%Q1 2019Q2 202320
Regal Wealth Group, Inc. 20200.00%0.01%0.02%Q2 2016Q1 202120
AVIVA PLC 20200.04%0.08%0.14%Q3 2018Q2 202320
PRUDENTIAL PLC 1460.00%0.03%0.10%Q2 2018Q2 202320
ENTERPRISE FINANCIAL SERVICES CORP 20200.00%0.03%0.10%Q1 2017Q4 202120
Nippon Life Global Investors Americas, Inc. 20200.21%0.39%0.59%Q3 2018Q2 202320
DRW Securities, LLC 510.00%0.12%0.63%Q2 2020Q1 202320
PANAGORA ASSET MANAGEMENT INC 20200.00%0.01%0.08%Q3 2018Q2 202320
Skandinaviska Enskilda Banken AB (publ) 20200.02%0.06%0.12%Q3 2018Q2 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.01%0.03%Q3 2018Q2 202320
Mirae Asset Global Investments Co., Ltd. 20200.07%0.22%0.50%Q3 2018Q2 202320
Carnegie Capital Asset Management, LLC 1820.13%0.31%0.69%Q1 2018Q1 202320
Allen Investment Management LLC 1820.01%0.11%0.23%Q2 2018Q2 202320
McGuire Investment Group, LLC 20200.07%0.16%0.35%Q3 2018Q2 202320
Asset Dedication, LLC 1730.00%0.02%0.10%Q1 2018Q1 202320
Coatue Management 1730.08%3.07%5.86%Q1 2016Q2 202320
Bogart Wealth, LLC 1550.00%0.00%0.01%Q2 2018Q2 202320
JNBA Financial Advisors 19190.00%0.00%0.00%Q4 2018Q2 202319
EFG Asset Management (Americas) Corp. 19190.14%0.83%1.64%Q3 2017Q1 202219
Blume Capital Management, Inc. 19190.00%0.00%0.01%Q4 2018Q2 202319
FORTE CAPITAL LLC /ADV 19190.76%1.65%2.99%Q4 2018Q2 202319
Renaissance Technologies 1110.00%0.11%0.33%Q4 2016Q2 202319
OPTIMUM INVESTMENT ADVISORS 1260.00%0.02%0.07%Q3 2018Q2 202319
ROYAL LONDON ASSET MANAGEMENT LTD 19190.04%0.09%0.15%Q4 2018Q2 202319
NORTHEAST INVESTMENT MANAGEMENT 1450.02%0.05%0.09%Q3 2017Q2 202219
LORD, ABBETT & CO. LLC 1310.01%0.19%0.60%Q4 2015Q1 202319
CIGNA INVESTMENTS INC /NEW 1320.02%0.05%0.08%Q2 2018Q2 202319
1832 Asset Management L.P. 910.00%0.23%0.39%Q4 2016Q1 202319
FRED ALGER MANAGEMENT, LLC 19190.00%0.22%0.88%Q2 2018Q4 202219
Meiji Yasuda Life Insurance Co 19190.01%0.03%0.08%Q4 2018Q2 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.05%0.10%Q4 2018Q2 202319
GRIMES & COMPANY, INC. 1720.01%0.04%0.08%Q1 2018Q2 202319
Hodges Capital Management Inc. 1710.05%0.40%0.85%Q1 2016Q1 202219
GREAT VALLEY ADVISOR GROUP, INC. 19190.22%0.60%1.00%Q4 2018Q2 202319
GARRISON POINT ADVISORS, LLC 19190.83%1.88%3.33%Q4 2018Q2 202319
Lindbrook Capital, LLC 19190.02%0.05%0.08%Q4 2018Q2 202319
Private Portfolio Partners LLC 19190.07%0.23%0.50%Q4 2018Q2 202319
Sargent Investment Group, LLC 19190.07%2.05%3.90%Q4 2018Q2 202319
Wealthfront Advisers LLC 19190.01%0.01%0.04%Q4 2018Q2 202319
Atlas Principals, LLC 990.34%4.01%10.23%Q4 2019Q4 202119
Impax Asset Management Group plc 19190.00%0.01%0.04%Q4 2018Q2 202319
Pflug Koory, LLC 19190.00%0.01%0.02%Q4 2018Q2 202319
Rockefeller Capital Management L.P. 19190.00%0.05%0.13%Q4 2018Q2 202319
ExodusPoint Capital Management, LP 17170.00%0.07%0.20%Q2 2019Q2 202319
Private Capital Group, LLC 19190.01%0.05%0.13%Q4 2017Q2 202219
Prime Capital Investment Advisors, LLC 1440.01%0.22%1.51%Q4 2018Q2 202319
Larson Financial Group LLC 19190.00%0.02%0.08%Q4 2018Q2 202319
APG Asset Management N.V. 19190.00%0.03%0.08%Q4 2018Q2 202319
Jasper Ridge Partners, L.P. 1810.01%0.04%0.10%Q3 2016Q2 202319
Chevy Chase Trust Holdings, LLC 19190.00%0.08%0.20%Q1 2018Q3 202219
Endurance Wealth Management, Inc. 910.00%0.01%0.02%Q2 2016Q4 202219
Simplicity Solutions, LLC 19190.01%0.06%0.24%Q4 2018Q2 202319
Almanack Investment Partners, LLC. 1810.03%0.14%0.34%Q2 2017Q1 202219
Mizuho Securities Co. Ltd. 19190.02%2.11%6.82%Q4 2018Q2 202319
Railway Pension Investments Ltd 19190.11%0.28%0.52%Q4 2018Q2 202319
Atria Investments, Inc 1270.01%0.04%0.14%Q2 2018Q2 202319
Family Management Corp 19190.19%1.31%2.79%Q1 2018Q3 202219
Kistler-Tiffany Companies, LLC 19190.01%0.10%0.21%Q4 2018Q2 202319
FinTrust Capital Advisors, LLC 1710.00%0.02%0.18%Q4 2018Q2 202319
Hitchwood Capital Management LP 19190.20%1.61%3.81%Q2 2017Q4 202119
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.81%3.19%Q1 2017Q2 202319
Dragoneer Investment Group 923.30%6.67%12.49%Q4 2015Q2 202319
Toroso Investments, LLC 19190.51%1.36%2.92%Q4 2018Q2 202319
NATIXIS ADVISORS, L.P. 19190.01%0.05%0.21%Q4 2018Q2 202319
Sandy Spring Bank 18180.00%0.00%0.01%Q1 2019Q2 202318
First Horizon Advisors, Inc. 18180.00%0.01%0.02%Q1 2019Q2 202318
Van Hulzen Asset Management, LLC 18180.03%0.08%0.30%Q4 2018Q1 202318
NEXT Financial Group, Inc 1620.01%0.10%0.26%Q2 2017Q4 202118
Slow Capital, Inc. 1530.11%0.34%0.57%Q4 2018Q2 202318
BENJAMIN EDWARDS INC 18180.01%0.05%0.11%Q1 2019Q2 202318
Gradient Investments LLC 1710.00%0.06%0.17%Q4 2018Q2 202318
SCHNIEDERS CAPITAL MANAGEMENT LLC 1620.06%0.16%0.28%Q2 2018Q4 202218
Aldebaran Financial Inc. 18180.24%0.79%1.17%Q4 2017Q1 202218
ACADIAN ASSET MANAGEMENT LLC 1530.00%0.00%0.01%Q2 2017Q2 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.07%0.19%Q1 2019Q2 202318
GLYNN CAPITAL MANAGEMENT LLC 18180.94%3.92%5.33%Q1 2019Q2 202318
HoyleCohen, LLC 18180.04%0.11%0.22%Q1 2019Q2 202318
BRIGHTON JONES LLC 740.01%0.04%0.09%Q1 2018Q2 202318
North Star Investment Management Corp. 1410.00%0.00%0.01%Q4 2016Q2 202318
Crossmark Global Holdings, Inc. 930.01%0.02%0.06%Q1 2018Q2 202318
Sunbelt Securities, Inc. 18180.02%0.13%0.24%Q1 2019Q2 202318
NewEdge Advisors, LLC 810.00%0.03%0.09%Q2 2017Q2 202318
CANADA PENSION PLAN INVESTMENT BOARD 18180.00%0.03%0.12%Q1 2019Q2 202318
BOSTON FAMILY OFFICE LLC 18180.02%0.08%0.14%Q2 2018Q3 202218
TOTH FINANCIAL ADVISORY CORP 1110.00%0.01%0.13%Q4 2017Q2 202318
Institute for Wealth Management, LLC. 18180.18%0.43%0.77%Q1 2019Q2 202318
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.01%0.03%Q1 2019Q2 202318
Fisher Asset Management, LLC 18180.00%0.19%0.48%Q1 2019Q2 202318
Cresset Asset Management, LLC 1330.00%0.18%0.69%Q4 2018Q2 202318
Schonfeld Strategic Advisors LLC 610.00%0.18%0.77%Q2 2016Q4 202218
Point72 Asset Management, L.P. 410.00%0.10%0.38%Q2 2016Q2 202318
WHITENER CAPITAL MANAGEMENT, INC. 1620.01%0.31%0.69%Q4 2017Q2 202218
American Assets Investment Management, LLC 18180.04%0.23%0.71%Q1 2019Q2 202318
Zions Bancorporation, N.A. 18180.00%0.01%0.04%Q1 2019Q2 202318
Coastal Investment Advisors, Inc. 18180.10%0.57%1.76%Q1 2019Q2 202318
Ausdal Financial Partners, Inc. 1530.03%0.23%0.70%Q3 2018Q1 202318
NN Investment Partners Holdings N.V. 18180.01%0.09%0.33%Q4 2017Q1 202218
Cornerstone Wealth Management, LLC 1710.02%0.06%0.10%Q2 2018Q1 202318
SCHRODER INVESTMENT MANAGEMENT GROUP 1440.00%0.02%0.04%Q4 2018Q2 202318
Truvestments Capital LLC 1410.01%0.21%0.50%Q3 2018Q2 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.08%0.26%0.77%Q4 2017Q3 202218
ROMAN BUTLER FULLERTON & CO 1530.11%0.31%0.51%Q4 2018Q2 202318
Patriot Financial Group Insurance Agency, LLC 1620.02%0.08%0.21%Q4 2017Q2 202218
LEVEL FOUR ADVISORY SERVICES, LLC 1510.02%0.06%0.11%Q1 2017Q1 202218
JENNISON ASSOCIATES LLC 1010.00%0.74%2.11%Q4 2017Q1 202318
AMERICAN INTERNATIONAL GROUP, INC. 1010.00%0.00%0.00%Q4 2015Q2 202318
CULLEN/FROST BANKERS, INC. 18180.00%0.03%0.13%Q1 2019Q2 202318
Manchester Capital Management LLC 710.00%0.00%0.02%Q3 2017Q2 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.04%0.10%Q4 2015Q4 201917
World Asset Management Inc 17170.01%0.06%0.14%Q3 2017Q3 202117
UMB Bank, n.a. 1340.01%0.03%0.23%Q1 2019Q2 202317
Jacobi Capital Management LLC 17170.01%0.02%0.05%Q4 2017Q4 202117
HM PAYSON & CO 17170.00%0.00%0.01%Q2 2019Q2 202317
PALISADE CAPITAL MANAGEMENT, LP 1610.02%0.16%0.30%Q4 2016Q2 202317
Nuveen Asset Management, LLC 17170.02%0.08%0.20%Q2 2019Q2 202317
BROWN BROTHERS HARRIMAN & CO 17170.01%0.03%0.10%Q2 2019Q2 202317
PECONIC PARTNERS LLC 1160.01%0.06%0.15%Q2 2016Q3 202017
Royal Fund Management, LLC 810.00%0.16%0.43%Q2 2018Q2 202317
LYELL WEALTH MANAGEMENT, LP 17170.04%0.34%1.33%Q1 2019Q1 202317
Tradewinds Capital Management, LLC 1310.00%0.00%0.01%Q2 2017Q2 202317
CNB Bank 17170.02%0.16%0.40%Q2 2019Q2 202317
Redpoint Investment Management Pty Ltd 17170.01%0.11%0.23%Q3 2018Q3 202217
Homrich & Berg 17170.02%0.03%0.05%Q3 2017Q3 202117
Clearstead Trust, LLC 980.01%0.02%0.03%Q2 2018Q2 202317
Addison Capital Co 17170.18%0.39%0.68%Q2 2019Q2 202317
Sompo Asset Management Co., Ltd. 17170.08%0.21%0.34%Q2 2019Q2 202317
Krilogy Financial LLC 1010.00%0.01%0.04%Q4 2015Q4 202117
Atreides Management, LP 771.01%3.48%7.62%Q4 2019Q2 202317
BDO Wealth Advisors, LLC 1410.00%0.16%1.60%Q2 2018Q2 202317
AFT, FORSYTH & COMPANY, INC. 17170.20%0.53%1.06%Q2 2018Q2 202217
DUNCKER STREETT & CO INC 1520.00%0.00%0.01%Q1 2019Q2 202317
SEEYOND 17170.01%0.04%0.08%Q4 2018Q4 202217
Catalyst Capital Advisors LLC 920.00%0.04%0.15%Q4 2015Q3 202217
Hilltop Holdings Inc. 1220.03%0.08%0.16%Q2 2018Q2 202317
Aspire Private Capital, LLC 1250.00%0.00%0.02%Q4 2018Q2 202317
AGF INVESTMENTS INC. 740.00%0.18%0.67%Q2 2017Q4 202117
IBM Retirement Fund 17170.05%0.12%0.21%Q1 2018Q1 202217
ALLSTATE CORP 17170.02%0.06%0.13%Q4 2018Q4 202217
NVWM, LLC 17170.00%0.42%0.86%Q4 2017Q4 202117
MAPLELANE CAPITAL, LLC 510.00%0.66%2.14%Q1 2018Q3 202217
INTEGRAL DERIVATIVES, LLC 770.00%0.01%0.03%Q3 2016Q1 201816
Alta Park Capital, LP 711.02%2.78%6.26%Q2 2016Q2 202316
CI INVESTMENTS INC. 1210.00%0.03%0.21%Q4 2015Q2 202316
Avitas Wealth Management LLC 1310.18%0.49%1.10%Q1 2019Q2 202316
SMITH, MOORE & CO. 910.03%0.09%0.18%Q3 2018Q2 202316
Emerson Point Capital LP 16160.19%1.47%5.42%Q4 2018Q3 202216
SEGALL BRYANT & HAMILL, LLC 880.00%0.01%0.02%Q1 2018Q1 202216
KG&L Capital Management,LLC 820.12%0.32%0.74%Q1 2019Q2 202316
PDT Partners, LLC 1240.04%0.53%1.15%Q1 2017Q4 202116
Alpha Cubed Investments, LLC 1420.02%0.04%0.08%Q2 2018Q2 202216
Perennial Investment Advisors, LLC 15150.01%0.36%0.69%Q4 2019Q2 202316
GOFEN & GLOSSBERG LLC /IL/ 1150.01%0.01%0.03%Q3 2018Q4 202216
WEBSTER BANK, N. A. 1060.00%0.01%0.06%Q3 2018Q2 202316
MUFG Americas Holdings Corp 1510.00%0.00%0.00%Q2 2016Q3 202216
Western Wealth Management, LLC 1150.04%0.20%0.48%Q4 2018Q4 202216
BANK OF NOVA SCOTIA 710.00%0.05%0.17%Q1 2017Q2 202316
HARBOR INVESTMENT ADVISORY, LLC 15150.02%0.30%0.63%Q4 2019Q2 202316
Traynor Capital Management, Inc. 970.04%0.18%0.48%Q4 2017Q1 202216
Global Wealth Management Investment Advisory, Inc. 1510.02%0.28%0.53%Q4 2018Q2 202316
Arkadios Wealth Advisors 15150.06%0.27%0.69%Q4 2019Q2 202316
ARROW FINANCIAL CORP 970.00%0.01%0.03%Q4 2018Q1 202316
SEVEN EIGHT CAPITAL, LP 410.01%0.31%0.72%Q3 2016Q2 202316
NATIXIS 820.00%0.08%0.32%Q2 2016Q2 202316
IHT Wealth Management, LLC 1220.01%0.05%0.14%Q4 2017Q2 202316
SYNOVUS FINANCIAL CORP 16160.00%0.01%0.01%Q1 2019Q4 202216
KPCB DGF Associates, LLC 161627.62%59.52%92.84%Q4 2015Q3 201916
Vident Investment Advisory, LLC 1420.01%0.06%0.10%Q2 2018Q2 202316
BARINGS LLC 810.01%0.01%0.03%Q2 2016Q1 202216
Banco Santander, S.A. 16160.00%0.06%0.37%Q3 2019Q2 202316
D'Orazio & Associates, Inc. 16160.01%0.02%0.04%Q4 2017Q3 202116
AMP Capital Investors Ltd 16160.01%0.08%0.16%Q4 2017Q3 202116
FEDERATED HERMES, INC. 1330.00%0.03%0.05%Q1 2018Q2 202316
FINANCIAL COUNSELORS INC 1330.00%0.04%0.11%Q1 2019Q2 202316
Lone Pine Capital 920.01%2.01%4.49%Q1 2018Q3 202216
BROWN ADVISORY INC 1410.00%0.29%0.52%Q1 2019Q2 202316
TELEMUS CAPITAL, LLC 810.02%0.05%0.10%Q4 2017Q1 202216
Whale Rock Capital Management 610.82%2.73%6.14%Q3 2017Q4 202216
AMERICAN NATIONAL BANK 16160.01%0.03%0.07%Q3 2019Q2 202316
CLEAR STREET MARKETS LLC 510.00%0.14%0.33%Q4 2020Q2 202316
Bedell Frazier Investment Counselling, LLC 16160.54%1.37%2.14%Q2 2019Q1 202316
Wealthspire Advisors, L.P. 16160.00%0.02%0.05%Q3 2016Q2 202016
HALL LAURIE J TRUSTEE 920.00%0.02%0.04%Q4 2018Q2 202316
QS Investors, LLC 16160.00%0.00%0.01%Q3 2017Q2 202116
FIL Ltd 810.00%0.12%0.61%Q2 2018Q4 202216
HENNESSY ADVISORS INC 1150.01%0.10%0.20%Q3 2017Q4 202116
Private Ocean, LLC 1420.00%0.01%0.04%Q1 2019Q2 202316
Oakworth Capital, Inc. 970.00%0.00%0.01%Q1 2019Q2 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.33%0.57%Q2 2019Q1 202316
Laurel Wealth Advisors LLC 16160.00%0.01%0.01%Q4 2018Q3 202216
CALTON & ASSOCIATES, INC. 810.00%0.08%0.14%Q4 2017Q1 202216
Integrated Wealth Concepts LLC 1330.01%0.03%0.07%Q2 2019Q2 202316
WADDELL & REED FINANCIAL INC 15150.15%0.29%0.49%Q2 2017Q4 202015
Equitable Holdings, Inc. 15150.02%0.07%0.13%Q4 2019Q2 202315
Procyon Advisors, LLC 15150.01%0.12%0.27%Q4 2019Q2 202315
ASSETMARK, INC 910.00%0.00%0.00%Q4 2018Q2 202315
IEQ CAPITAL, LLC 15150.04%0.14%0.27%Q4 2019Q2 202315
Foster Victor Wealth Advisors, LLC 12120.01%0.12%0.26%Q4 2018Q3 202115
PICTET ASSET MANAGEMENT LTD 15150.01%0.03%0.09%Q4 2017Q2 202115
Brinker Capital Investments, LLC 810.00%0.02%0.08%Q3 2018Q4 202215
Grandview Asset Management LLC 640.13%0.68%1.87%Q4 2018Q1 202315
GSA CAPITAL PARTNERS LLP 310.01%0.09%0.31%Q3 2016Q2 202315
Aperio Group, LLC 15150.00%0.02%0.08%Q2 2017Q4 202015
Richard P Slaughter Associates Inc 15150.41%0.61%0.94%Q4 2019Q2 202315
ELEMENT POINTE ADVISORS, LLC 1410.08%0.37%0.82%Q3 2019Q2 202315
Disciplined Investments, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
Crossvault Capital Management LLC 15150.21%2.40%4.52%Q4 2018Q2 202215
KINGS POINT CAPITAL MANAGEMENT 1410.00%0.02%0.03%Q3 2017Q1 202215
ALLEN OPERATIONS LLC 15152.55%4.60%7.70%Q4 2015Q2 201915
Gleason Group, Inc. 15150.00%0.02%0.04%Q4 2019Q2 202315
FDx Advisors, Inc. 1320.01%0.06%0.10%Q2 2018Q2 202315
Monterey Private Wealth, Inc. 15150.13%0.30%0.57%Q4 2019Q2 202315
COLUMBUS CIRCLE INVESTORS 1140.20%0.63%1.37%Q3 2016Q4 202015
ISLAY CAPITAL MANAGEMENT, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
Rheos Capital Works Inc. 15150.12%0.27%0.94%Q4 2019Q2 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.01%0.03%Q4 2019Q2 202315
F3Logic, LLC 15150.07%0.20%0.40%Q4 2018Q2 202215
NINE MASTS CAPITAL Ltd 770.01%0.24%1.12%Q2 2018Q4 201915
Nan Shan Life Insurance Co., Ltd. 15150.52%2.40%5.05%Q3 2018Q1 202215
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.03%0.13%Q4 2017Q1 202215
Arete Wealth Advisors, LLC 620.05%0.07%0.11%Q2 2018Q2 202315
Ensign Peak Advisors, Inc 15150.00%0.04%0.14%Q4 2019Q2 202315
HOLLENCREST CAPITAL MANAGEMENT 630.00%0.06%0.12%Q1 2018Q2 202315
EXCHANGE TRADED CONCEPTS, LLC 15150.00%0.05%0.10%Q4 2019Q2 202315
GARDNER LEWIS ASSET MANAGEMENT L P 1320.05%0.52%1.14%Q1 2017Q4 202015
FRONTIER CAPITAL MANAGEMENT CO LLC 15150.27%1.21%2.49%Q4 2019Q2 202315
McIlrath & Eck, LLC 1230.00%0.00%0.01%Q4 2018Q2 202315
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2018Q2 202315
HMI Capital Management, L.P. 15153.13%8.25%12.55%Q4 2019Q2 202315
Financial Management Professionals, Inc. 870.00%0.00%0.01%Q3 2017Q2 202315
Mutual Advisors, LLC 15150.02%0.06%0.13%Q4 2019Q2 202315
Advisor Group, Inc. 15150.00%0.02%0.05%Q2 2016Q4 201915
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.00%0.04%0.08%Q2 2020Q2 202315
MEEDER ASSET MANAGEMENT INC 15150.00%0.01%0.09%Q2 2019Q4 202215
Cribstone Capital Management, LLC 1110.00%0.00%0.01%Q4 2018Q4 202215
Mn Services Vermogensbeheer B.V. 730.04%0.17%0.48%Q4 2017Q2 202315
WASHINGTON TRUST Co 1410.00%0.01%0.01%Q2 2018Q2 202315
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 15150.07%0.25%0.36%Q4 2019Q2 202315
Clearstead Advisors, LLC 1410.01%0.05%0.11%Q2 2019Q2 202315
GREAT LAKES ADVISORS, LLC 1140.00%0.12%0.58%Q2 2017Q3 202115
Oak Grove Capital LLC 10100.00%0.27%1.37%Q3 2019Q4 202115
BerganKDV Wealth Management, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
TCW GROUP INC 1320.06%0.20%0.46%Q4 2017Q1 202215
PineBridge Investments, L.P. 15150.00%0.02%0.06%Q3 2019Q1 202315
Avior Wealth Management, LLC 1310.00%0.02%0.03%Q4 2018Q2 202315
Tortoise Index Solutions, LLC 15150.05%0.10%0.15%Q1 2019Q3 202215
RFG Advisory, LLC 1320.01%0.04%0.07%Q2 2019Q2 202315
BOKF, NA 710.00%0.02%0.06%Q3 2017Q1 202315
Capital Analysts, LLC 1320.00%0.00%0.01%Q3 2018Q2 202315
Graticule Asia Macro Advisors LLC 610.04%1.14%6.24%Q1 2017Q2 202115
Tiger Eye Capital LLC 720.04%0.18%0.66%Q3 2017Q4 202115
Ardevora Asset Management LLP 920.34%0.80%1.26%Q1 2019Q2 202315
Atika Capital Management LLC 610.29%1.16%1.98%Q1 2018Q1 202315
Regal Investment Advisors LLC 910.05%0.13%0.29%Q1 2019Q2 202315
Bienville Capital Management, LLC 1410.10%0.65%2.14%Q4 2018Q2 202315
CFM WEALTH PARTNERS LLC 15150.26%0.63%1.18%Q4 2019Q2 202315
Orion Portfolio Solutions, LLC 15150.01%0.02%0.04%Q4 2019Q2 202315
ATTICUS WEALTH MANAGEMENT, LLC 15150.01%0.05%0.12%Q4 2019Q2 202315
Optas, LLC 15151.24%2.70%4.35%Q4 2019Q2 202315
Mine & Arao Wealth Creation & Management, LLC. 15150.04%0.08%0.14%Q4 2019Q2 202315
Red Spruce Capital, LLC 15150.47%0.73%1.17%Q4 2019Q2 202315
Banque Cantonale Vaudoise 15150.02%0.07%0.16%Q4 2019Q2 202315
Karp Capital Management Corp 720.04%0.26%0.73%Q3 2017Q3 202114
Arlington Financial Advisors, LLC 860.12%0.37%1.02%Q4 2017Q4 202114
First Allied Advisory Services, Inc. 13130.00%0.04%0.08%Q3 2017Q3 202014
Gemmer Asset Management LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
Integrated Advisors Network LLC 1010.00%0.06%0.19%Q4 2019Q2 202314
Alberta Investment Management Corp 830.04%0.13%0.20%Q4 2015Q2 202314
Sands Capital Management 14141.00%3.21%4.76%Q1 2020Q2 202314
Riggs Asset Managment Co. Inc. 14140.00%0.44%0.95%Q1 2020Q2 202314
AJ WEALTH STRATEGIES, LLC 14140.02%0.10%0.22%Q1 2020Q2 202314
Strategic Blueprint, LLC 1210.00%0.17%0.60%Q3 2019Q1 202314
Willow Creek Wealth Management Inc. 14140.05%0.14%0.18%Q4 2018Q1 202214
Marathon Trading Investment Management LLC 710.02%0.05%0.16%Q3 2017Q2 202314
RB Capital Management, LLC 1310.08%0.26%0.43%Q4 2019Q2 202314
TSFG, LLC 1220.00%0.02%0.10%Q1 2019Q2 202314
Bayesian Capital Management, LP 510.11%0.36%1.23%Q3 2016Q2 202314
FORSTA AP-FONDEN 14140.07%0.14%0.23%Q1 2020Q2 202314
Cerity Partners LLC 1310.00%0.02%0.03%Q1 2019Q2 202314
Empowered Funds, LLC 630.02%0.29%0.60%Q4 2017Q2 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.02%0.05%Q4 2017Q1 202114
Investment Research & Advisory Group, Inc. 14140.00%0.03%0.07%Q1 2020Q2 202314
Spark Investment Management LLC 1210.02%2.48%6.22%Q4 2015Q2 202314
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 14140.08%3.39%6.34%Q1 2020Q2 202314
PINNACLE ASSOCIATES LTD 910.00%0.02%0.07%Q2 2019Q4 202214
Column Capital Advisors, LLC 14140.05%0.12%0.24%Q1 2020Q2 202314
Point72 Hong Kong Ltd 410.00%0.23%1.69%Q3 2016Q3 202214
BI Asset Management Fondsmaeglerselskab A/S 1310.01%0.06%0.12%Q4 2018Q2 202314
Holocene Advisors, LP 710.04%0.44%1.03%Q2 2018Q2 202314
Arizona State Retirement System 14140.06%0.14%0.22%Q1 2020Q2 202314
Principal Street Partners, LLC 14140.09%0.23%0.42%Q1 2019Q2 202214
HOWE & RUSLING INC 710.00%0.00%0.01%Q3 2017Q3 202214
PITCAIRN CO 14140.04%0.16%0.24%Q1 2020Q2 202314
CENTRAL BANK & TRUST CO 14140.00%0.24%1.13%Q1 2020Q2 202314
Charles Schwab Trust Co 14140.03%0.13%0.21%Q3 2019Q4 202214
Frontier Wealth Management LLC 14140.03%0.08%0.12%Q3 2018Q4 202114
McCollum Christoferson Group LLC 14141.16%2.52%4.07%Q3 2019Q4 202214
HHM Wealth Advisors, LLC 14140.01%0.04%0.09%Q1 2020Q2 202314
Archer Investment Corp 14140.00%0.01%0.02%Q1 2020Q2 202314
Trexquant Investment LP 510.06%0.50%1.27%Q3 2016Q2 202314
L & S Advisors Inc 14140.07%0.26%0.42%Q4 2018Q1 202214
Qube Research & Technologies Ltd 710.00%0.14%0.38%Q3 2018Q2 202314
Bedel Financial Consulting, Inc. 1220.00%0.01%0.03%Q1 2018Q1 202214
TEACHERS ADVISORS, LLC 14140.00%0.02%0.08%Q4 2015Q1 201914
J. Goldman & Co LP 310.01%0.15%0.73%Q1 2016Q2 202314
Capital International Investors 1130.01%0.06%0.12%Q3 2018Q1 202314
Ellevest, Inc. 14140.01%0.03%0.05%Q4 2019Q1 202314
TIAA CREF INVESTMENT MANAGEMENT LLC 14140.00%0.02%0.07%Q4 2015Q1 201914
Delta Accumulation, LLC 770.02%0.53%3.32%Q4 2021Q2 202314
OSAIC HOLDINGS, INC. 14140.03%0.08%0.16%Q1 2020Q2 202314
Moisand Fitzgerald Tamayo, LLC 950.00%0.00%0.00%Q4 2019Q2 202314
Bank Julius Baer & Co. Ltd, Zurich 14140.01%0.02%0.16%Q1 2020Q2 202314
Old Well Partners, LLC 14141.19%2.24%2.98%Q1 2020Q2 202314
Echo Street Capital Management LLC 14140.08%0.81%1.43%Q1 2020Q2 202314
1623 Capital LLC 14141.57%3.52%5.68%Q4 2019Q1 202314
Acropolis Investment Management, LLC 14140.01%0.03%0.05%Q1 2020Q2 202314
WASATCH ADVISORS LP 14140.06%0.11%0.16%Q1 2020Q2 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.03%0.17%0.30%Q1 2020Q2 202314
Rosenberg Matthew Hamilton 14140.03%0.18%0.37%Q1 2020Q2 202314
Redwood Investments, LLC 860.02%0.10%0.23%Q1 2018Q3 202114
Proficio Capital Partners LLC 1010.00%0.01%0.04%Q1 2016Q3 202114
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 420.00%0.03%0.13%Q1 2018Q3 202214
PrairieView Partners, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Executive Wealth Management, LLC 850.04%0.12%0.26%Q4 2018Q1 202213
Financial Advocates Investment Management 13130.03%0.05%0.11%Q2 2020Q2 202313
Winslow, Evans & Crocker, Inc. 13130.01%0.03%0.20%Q4 2017Q4 202013
Rafferty Asset Management, LLC 13130.02%0.06%0.11%Q2 2017Q2 202013
PARK AVENUE SECURITIES LLC 13130.01%0.03%0.06%Q2 2020Q2 202313
Canal Capital Management, LLC 13130.04%0.34%0.77%Q2 2020Q2 202313
Longitude (Cayman) Ltd. 11111.06%1.76%3.15%Q4 2020Q2 202313
Weiss Multi-Strategy Advisers LLC 510.03%0.24%0.96%Q1 2017Q1 202213
ACCURATE INVESTMENT SOLUTIONS, INC. 13130.00%0.01%0.01%Q1 2017Q1 202013
Belpointe Asset Management LLC 13130.02%0.10%0.18%Q1 2020Q1 202313
Brookstone Capital Management 13130.01%0.02%0.06%Q2 2020Q2 202313
Personal Capital Advisors Corp 1110.00%0.00%0.01%Q4 2017Q4 202213
Marshall Wace North America L.P. 520.00%0.13%0.57%Q4 2017Q3 202113
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13130.27%1.57%3.56%Q2 2020Q2 202313
SpiderRock Advisors, LLC 1020.00%0.06%0.26%Q2 2017Q2 202313
NumerixS Investment Technologies Inc 810.02%0.34%1.42%Q3 2016Q2 202013
Enterprise Trust & Investment Co 13130.01%0.02%0.04%Q2 2019Q2 202213
Rathbones Group PLC 13130.01%0.01%0.03%Q2 2020Q2 202313
Capital Advisory Group Advisory Services, LLC 610.00%0.18%0.36%Q3 2018Q1 202213
Varma Mutual Pension Insurance Co 720.02%0.44%1.44%Q4 2017Q1 202213
Hyperion Asset Management Ltd 13134.82%8.59%12.98%Q2 2020Q2 202313
WP Advisors, LLC 13130.14%0.45%1.34%Q2 2020Q2 202313
USS Investment Management Ltd 13130.04%0.10%0.20%Q2 2020Q2 202313
MACKAY SHIELDS LLC 760.00%0.02%0.05%Q1 2018Q3 202113
BAMCO INC /NY/ 13130.00%0.06%0.10%Q2 2020Q2 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.01%0.02%Q2 2020Q2 202313
Diversified Trust Co 13130.02%0.20%0.34%Q2 2020Q2 202313
Virtu Financial LLC 410.02%0.30%1.03%Q3 2017Q1 202313
ASSET MANAGEMENT CORP /IL/ /ADV 1010.14%0.78%4.19%Q4 2019Q3 202213
Meridian Wealth Management, LLC 760.07%0.36%1.59%Q3 2018Q4 202113
Van Leeuwen & Company, LLC 1010.20%0.35%0.68%Q3 2018Q1 202213
Independent Advisor Alliance 1010.02%0.09%0.19%Q3 2018Q2 202313
Profit Investment Management, LLC 13130.27%0.44%0.64%Q2 2020Q2 202313
FRANKLIN STREET ADVISORS INC /NC 940.02%0.67%1.22%Q4 2017Q3 202113
Vanguard Personalized Indexing Management, LLC 13130.06%0.17%0.36%Q2 2020Q2 202313
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12120.00%0.02%0.10%Q3 2020Q2 202313
Covington Capital Management 13130.00%0.08%0.16%Q3 2019Q3 202213
JUNCTURE WEALTH STRATEGIES, LLC 13130.16%0.46%0.83%Q1 2019Q1 202213
TIGER GLOBAL MANAGEMENT LLC 1030.21%0.82%1.92%Q4 2015Q1 202313
RESOURCES MANAGEMENT CORP /CT/ /ADV 13130.00%0.00%0.01%Q3 2019Q3 202213
PFM Health Sciences, LP 1010.24%0.70%1.36%Q1 2017Q3 202013
AlphaCrest Capital Management LLC 810.02%0.12%0.39%Q4 2018Q3 202213
CITIZENS FINANCIAL GROUP INC/RI 850.00%0.03%0.10%Q2 2019Q2 202313
CULLINAN ASSOCIATES INC 13130.03%0.25%0.58%Q3 2016Q3 201913
Accuvest Global Advisors 710.00%0.36%1.27%Q1 2017Q4 202113
Handelsbanken Fonder AB 13130.04%0.07%0.12%Q2 2020Q2 202313
Legacy Bridge, LLC 13130.43%0.63%0.91%Q4 2018Q4 202113
TOKIO MARINE ASSET MANAGEMENT CO LTD 13130.03%0.08%0.18%Q2 2020Q2 202313
Mariner, LLC 1010.00%0.01%0.03%Q3 2018Q2 202313
XPONANCE, INC. 13130.01%0.11%0.20%Q2 2020Q2 202313
GFG Capital, LLC 13130.27%0.48%0.70%Q2 2020Q2 202313
PERSONAL CFO SOLUTIONS, LLC 13130.05%0.14%0.33%Q2 2020Q2 202313
Dynamic Technology Lab Private Ltd 610.06%0.20%0.57%Q4 2016Q2 202313
GAMCO INVESTORS, INC. ET AL 510.00%0.01%0.02%Q1 2018Q4 202213
Spot Trading L.L.C 550.00%0.03%0.10%Q1 2016Q1 201713
Tredje AP-fonden 520.02%0.08%0.20%Q4 2017Q2 202213
HBC Financial Services, PLLC 13130.01%0.02%0.07%Q2 2020Q2 202313
M&R CAPITAL MANAGEMENT INC 1210.00%0.11%0.25%Q4 2019Q1 202313
Next Capital Management LLC 13130.18%0.36%0.66%Q4 2018Q4 202113
ETRADE Capital Management LLC 1120.01%0.02%0.05%Q2 2017Q3 202013
Versant Capital Management, Inc 810.00%0.00%0.00%Q3 2018Q2 202312
Berman Capital Advisors, LLC 12120.00%0.05%0.15%Q4 2018Q3 202112
LOOMIS SAYLES & CO L P 1110.00%0.47%1.16%Q1 2016Q2 202312
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.08%0.40%Q3 2020Q2 202312
RATIONAL ADVISORS LLC 910.08%0.28%0.59%Q1 2018Q4 202112
PenderFund Capital Management Ltd. 12120.64%1.44%2.57%Q2 2020Q1 202312
Freestone Capital Holdings, LLC 12120.01%0.02%0.05%Q3 2020Q2 202312
WHITTIER TRUST CO OF NEVADA INC 12120.01%0.03%0.08%Q3 2020Q2 202312
GATEWAY INVESTMENT ADVISERS LLC 12120.01%0.04%0.10%Q3 2020Q2 202312
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 610.01%0.11%0.23%Q4 2017Q4 202112
Good Life Advisors, LLC 410.03%0.07%0.11%Q3 2018Q2 202312
ACG Wealth 710.01%0.04%0.07%Q3 2018Q2 202212
C M BIDWELL & ASSOCIATES LTD 12120.00%0.03%0.13%Q3 2020Q2 202312
Sloy Dahl & Holst, LLC 840.04%1.27%2.56%Q2 2020Q2 202312
WORLDQUANT MILLENNIUM ADVISORS LLC 510.02%0.22%0.46%Q2 2019Q2 202312
Key FInancial Inc 1110.00%0.01%0.03%Q1 2020Q2 202312
Kestra Advisory Services, LLC 12120.04%0.13%0.22%Q3 2020Q2 202312
TRUE Private Wealth Advisors 1010.00%0.04%0.08%Q3 2018Q1 202212
Graham Capital Management, L.P. 1020.07%0.30%0.88%Q1 2020Q1 202312
SHELTON CAPITAL MANAGEMENT 12120.03%0.10%0.25%Q1 2020Q4 202212
ClariVest Asset Management LLC 930.00%0.14%0.57%Q1 2019Q2 202312
SQN Investors LP 12123.25%5.71%7.29%Q3 2020Q2 202312
USCA RIA LLC 910.03%0.11%0.24%Q1 2018Q2 202112
CERTUITY, LLC 720.02%0.16%0.25%Q4 2019Q2 202312
PARNASSUS INVESTMENTS, LLC 12120.04%0.08%0.14%Q1 2020Q4 202212
Evolution Wealth Advisors, LLC 12120.01%0.06%0.10%Q1 2019Q4 202112
GRIFFIN ASSET MANAGEMENT, INC. 810.03%0.07%0.15%Q4 2018Q1 202212
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.04%0.13%0.22%Q3 2020Q2 202312
SANDERS MORRIS HARRIS LLC 1110.06%0.16%0.28%Q2 2020Q2 202312
BANK HAPOALIM BM 12120.06%0.26%0.42%Q1 2019Q4 202112
Koshinski Asset Management, Inc. 1110.02%0.07%0.20%Q3 2018Q1 202212
CMT Capital Markets Trading GmbH 410.00%0.02%0.08%Q4 2018Q2 202312
Advisor OS, LLC 12120.08%0.16%0.27%Q3 2020Q2 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
Winch Advisory Services, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Coastline Trust Co 12120.03%0.08%0.13%Q3 2019Q2 202212
KMG FIDUCIARY PARTNERS, LLC 12120.13%0.30%0.50%Q4 2019Q3 202212
Vontobel Holding Ltd. 11110.07%0.13%0.22%Q4 2020Q2 202312
BOOTHBAY FUND MANAGEMENT, LLC 510.00%0.06%0.14%Q4 2016Q1 202312
Ethic Inc. 12120.06%0.14%0.25%Q3 2020Q2 202312
Heritage Wealth Advisors 12120.00%0.00%0.00%Q3 2020Q2 202312
BlueCrest Capital Management Ltd 310.01%0.04%0.10%Q1 2016Q3 202112
Certified Advisory Corp 1110.01%0.01%0.04%Q4 2017Q1 202112
Tuscan Ridge Asset Management LLC 550.05%0.41%1.20%Q4 2018Q4 201912
Carolina Wealth Advisors, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Newbridge Financial Services Group, Inc. 12120.44%0.90%1.48%Q3 2020Q2 202312
United Capital Management of KS, Inc. 11110.12%0.91%1.69%Q2 2020Q4 202211
SHINE INVESTMENT ADVISORY SERVICES INC 11110.00%0.01%0.02%Q1 2018Q3 202011
Teza Capital Management LLC 510.04%0.18%0.46%Q2 2018Q4 202211
BSW Wealth Partners 920.02%0.06%0.12%Q2 2019Q1 202311
MARK ASSET MANAGEMENT LP 990.01%1.45%2.81%Q1 2021Q1 202311
Apollon Wealth Management, LLC 1010.02%0.07%0.19%Q2 2020Q2 202311
JACOB ASSET MANAGEMENT OF NEW YORK LLC 11112.57%3.13%5.60%Q4 2020Q2 202311
Quadrature Capital Ltd 310.06%0.52%1.39%Q3 2016Q1 202311
Sepio Capital, LP 1010.05%0.14%0.27%Q2 2020Q2 202311
Hexagon Capital Partners LLC 1010.00%0.00%0.01%Q3 2020Q2 202311
Polar Capital LLP 510.03%0.14%0.31%Q4 2016Q3 202011
EAGLE ASSET MANAGEMENT INC 11110.16%0.28%0.39%Q2 2017Q4 201911
MARSICO CAPITAL MANAGEMENT LLC 1010.09%1.06%2.67%Q2 2019Q1 202211
EMC Capital Management 11110.06%0.14%0.35%Q4 2020Q2 202311
Enlightenment Research, LLC 510.33%1.87%8.57%Q4 2018Q1 202211
Magnus Financial Group LLC 740.02%0.05%0.10%Q3 2020Q2 202311
Northeast Financial Consultants Inc 11110.02%0.04%0.09%Q4 2020Q2 202311
Ellis Investment Partners, LLC 11110.00%0.00%0.01%Q2 2019Q4 202111
REGIONS FINANCIAL CORP 650.00%0.00%0.00%Q4 2017Q4 202111
WealthPLAN Partners, LLC 830.01%0.04%0.06%Q2 2020Q2 202311
Laffer Tengler Investments, Inc. 11110.10%0.25%0.37%Q3 2020Q1 202311
Corbenic Partners LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
HOWARD WEALTH MANAGEMENT, LLC 810.17%0.29%0.40%Q4 2019Q2 202311
SCGE MANAGEMENT, L.P. 620.37%2.20%7.00%Q4 2015Q2 202311
SOA Wealth Advisors, LLC. 11110.01%0.12%0.38%Q4 2020Q2 202311
Gladstone Institutional Advisory LLC 710.02%0.10%0.20%Q1 2019Q2 202311
Beacon Pointe Advisors, LLC 11110.01%0.03%0.07%Q4 2020Q2 202311
TIEDEMANN ADVISORS, LLC 650.02%0.04%0.06%Q2 2018Q1 202211
Sicart Associates LLC 520.07%0.11%0.18%Q4 2017Q2 202311
WOLFF WIESE MAGANA LLC 11110.00%0.14%0.42%Q4 2020Q2 202311
Pendal Group Ltd 11110.01%0.01%0.01%Q2 2019Q4 202111
Veritable, L.P. 740.00%0.01%0.01%Q2 2020Q2 202311
Octavia Wealth Advisors, LLC 11110.09%0.12%0.16%Q4 2020Q2 202311
EXANE DERIVATIVES 1010.01%0.10%0.24%Q2 2019Q1 202211
MONETA GROUP INVESTMENT ADVISORS LLC 810.00%0.02%0.04%Q2 2018Q2 202311
FNY Investment Advisers, LLC 310.00%0.05%0.39%Q4 2018Q4 202211
Financial Gravity Asset Management, Inc. 510.00%0.02%0.11%Q1 2019Q2 202311
Assenagon Asset Management S.A. 1010.00%0.06%0.24%Q4 2019Q2 202311
Baystate Wealth Management LLC 910.00%0.00%0.00%Q4 2019Q1 202311
OGBORNE CAPITAL MANAGEMENT, LLC 732.33%7.75%14.31%Q4 2018Q4 202111
First Trust Direct Indexing L.P. 11110.05%0.12%0.26%Q4 2020Q2 202311
Joseph P. Lucia & Associates, LLC 520.00%0.05%0.33%Q2 2019Q2 202211
Fort Point Capital Partners LLC 810.03%0.09%0.38%Q4 2018Q1 202211
TRANSCEND CAPITAL ADVISORS, LLC 11110.03%0.04%0.08%Q3 2020Q1 202311
NEXT CENTURY GROWTH INVESTORS LLC 650.08%0.18%0.43%Q1 2017Q3 202111
WT Wealth Management 11110.20%0.47%0.68%Q3 2019Q1 202211
Tradition Wealth Management, LLC 11110.00%0.03%0.06%Q4 2020Q2 202311
Archford Capital Strategies, LLC 740.06%0.10%0.16%Q3 2020Q2 202311
Parkwood LLC 910.05%0.19%0.64%Q4 2019Q2 202311
Key Client Fiduciary Advisors, LLC 770.31%0.46%0.86%Q4 2021Q2 202311
FARMERS & MERCHANTS INVESTMENTS INC 410.00%0.00%0.00%Q4 2017Q2 202311
Whetstone Capital Advisors, LLC 11110.23%1.94%4.85%Q2 2019Q4 202111
EVOKE WEALTH, LLC 810.00%0.00%0.03%Q3 2019Q3 202211
Steadview Capital Management LLC 11117.30%10.14%13.71%Q4 2020Q2 202311
Loveless Wealth Management LLC 11110.30%0.96%1.44%Q4 2019Q2 202211
Plante Moran Financial Advisors, LLC 510.00%0.01%0.05%Q2 2016Q1 202311
GPS Wealth Strategies Group, LLC 920.01%0.13%0.28%Q3 2020Q2 202311
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
AtonRa Partners 11111.66%2.33%2.92%Q4 2020Q2 202311
Elo Mutual Pension Insurance Co 11110.08%0.14%0.22%Q4 2020Q2 202311
CenterStar Asset Management, LLC 510.00%0.23%2.01%Q4 2017Q1 202011
Bouvel Investment Partners, LLC 11110.56%1.33%2.40%Q4 2020Q2 202311
Clearview Wealth Advisors LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
Centerpoint Advisors, LLC 11110.00%0.05%0.14%Q4 2020Q2 202311
BELLEVUE ASSET MANAGEMENT, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.01%Q4 2020Q2 202311
B. Riley Wealth Management, Inc. 520.00%0.10%0.20%Q3 2018Q2 202211
Legal Advantage Investments, Inc. 11110.91%2.14%3.54%Q4 2020Q2 202311
Daiwa SB Investments Ltd. 11110.14%0.69%2.12%Q3 2016Q1 201911
Maryland State Retirement & Pension System 11110.06%0.15%0.25%Q4 2020Q2 202311
Highlander Capital Management, LLC 650.02%0.03%0.05%Q4 2018Q2 202311
Hunt Lane Capital LP 11110.39%7.20%12.51%Q1 2020Q3 202211
THOMPSON SIEGEL & WALMSLEY LLC 650.00%0.01%0.02%Q2 2018Q2 202311
Gerber Kawasaki Wealth & Investment Management 990.00%0.19%1.01%Q4 2020Q4 202211
Aaron Wealth Advisors LLC 11110.04%0.19%0.39%Q4 2020Q2 202311
Wealth Alliance 920.03%0.14%0.23%Q2 2020Q2 202311
BINGHAM OSBORN & SCARBOROUGH LLC 11110.04%0.09%0.15%Q3 2017Q1 202011
COMMERZBANK AKTIENGESELLSCHAFT /FI 11110.02%0.24%0.42%Q3 2017Q1 202011
Kore Private Wealth LLC 810.00%0.04%0.07%Q4 2018Q1 202211
Green Alpha Advisors, LLC 11110.44%0.90%1.94%Q4 2020Q2 202311
RMR Wealth Builders 910.07%0.20%0.34%Q4 2019Q2 202210
WD RUTHERFORD LLC 640.19%1.46%2.83%Q4 2020Q2 202310
ROCKY MOUNTAIN ADVISERS, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Vigilant Capital Management, LLC 910.00%0.00%0.00%Q4 2019Q3 202210
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.02%0.04%0.06%Q4 2020Q1 202310
HANSEATIC MANAGEMENT SERVICES INC 550.01%0.64%1.38%Q4 2017Q3 202110
FIDUCIARY TRUST CO 910.01%0.01%0.02%Q2 2020Q4 202210
Ameritas Investment Company, LLC 910.00%0.08%0.27%Q1 2019Q3 202110
Spire Wealth Management 10100.01%0.03%0.08%Q1 2021Q2 202310
VAN ECK ASSOCIATES CORP 10100.01%0.02%0.03%Q1 2021Q2 202310
Sciencast Management LP 310.10%0.27%0.64%Q4 2017Q4 202110
Eagle Capital Management, LLC 10101.22%2.06%4.40%Q3 2017Q4 201910
Cornerstone Advisors, Inc. 10100.00%0.01%0.04%Q2 2018Q3 202010
JUPITER ASSET MANAGEMENT LTD 810.01%0.24%0.46%Q1 2019Q2 202310
WJ Wealth Management, LLC 10100.14%1.01%2.34%Q2 2020Q3 202210
Lido Advisors, LLC 710.00%0.02%0.07%Q2 2017Q2 202310
Lee Financial Co 620.00%0.00%0.00%Q1 2018Q2 202310
Capital Markets Trading UK LLP 210.01%0.03%0.13%Q3 2018Q2 202310
Carmichael Hill & Associates, Inc. 10100.00%0.00%0.00%Q1 2021Q2 202310
TimeScale Financial, Inc. 10100.00%0.00%0.01%Q1 2021Q2 202310
MONETARY MANAGEMENT GROUP INC 10100.00%0.46%0.70%Q1 2020Q2 202210
ALBION FINANCIAL GROUP /UT 910.00%0.00%0.01%Q4 2020Q2 202310
Stevens First Principles Investment Advisors 10100.07%0.12%0.26%Q4 2015Q1 201810
Accel Wealth Management 10100.02%0.21%0.46%Q4 2020Q1 202310
Clal Insurance Enterprises Holdings Ltd 10100.50%1.72%3.50%Q3 2016Q4 201810
Lombard Odier Asset Management (Europe) Ltd 410.02%0.08%0.26%Q2 2018Q2 202310
LS Investment Advisors, LLC 10100.00%0.01%0.01%Q4 2017Q1 202010
Avion Wealth 10100.00%0.00%0.01%Q1 2021Q2 202310
Fieldpoint Private Securities, LLC 820.00%0.07%0.24%Q3 2019Q2 202210
COUNTRY TRUST BANK 10100.00%0.00%0.00%Q1 2021Q2 202310
ZACKS INVESTMENT MANAGEMENT 10100.00%0.14%0.28%Q4 2019Q1 202210
Xact Kapitalforvaltning AB 10100.02%0.07%0.10%Q4 2017Q1 202010
Catamount Wealth Management 10100.00%0.00%0.01%Q4 2016Q1 201910
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.24%0.78%Q4 2015Q2 202310
Hennion & Walsh Asset Management, Inc. 10100.03%0.13%0.25%Q1 2021Q2 202310
MAI Capital Management 910.00%0.01%0.01%Q3 2020Q1 202310
BRR OpCo, LLC 610.04%0.10%0.14%Q1 2018Q2 202110
CEDAR CAPITAL, LLC 10100.24%0.70%2.06%Q2 2018Q3 202010
Orion Capital Management LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
Gotham Asset Management, LLC 510.00%0.07%0.21%Q4 2016Q4 202110
MIZUHO SECURITIES USA LLC 510.00%0.04%0.10%Q4 2015Q2 201810
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
BP PLC 640.08%0.10%0.13%Q3 2018Q2 202110
Bridgecreek Investment Management, LLC 10100.18%0.35%0.61%Q1 2021Q2 202310
Concord Wealth Partners 730.00%0.04%0.09%Q4 2020Q2 202310
Checchi Capital Advisers, LLC 810.02%0.04%0.06%Q3 2018Q1 202210
Alamar Capital Management, LLC 10100.91%2.15%3.73%Q4 2020Q1 202310
Mirador Capital Partners LP 810.05%0.10%0.14%Q3 2018Q4 202210
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 910.44%0.61%0.89%Q3 2019Q1 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.03%0.10%0.15%Q1 2021Q2 202310
Total Clarity Wealth Management, Inc. 10100.12%0.41%0.63%Q2 2020Q3 202210
Fiera Capital Corp 820.00%0.00%0.01%Q2 2018Q4 202010
THOROUGHBRED FINANCIAL SERVICES, LLC 730.04%0.11%0.25%Q3 2020Q2 202310
Rehmann Capital Advisory Group 640.00%0.02%0.03%Q1 2018Q3 202110
FOX RUN MANAGEMENT, L.L.C. 210.13%0.24%0.55%Q2 2017Q2 202310
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.00%Q2 2017Q4 202110
BAILARD, INC. 10100.02%0.27%0.51%Q1 2021Q2 202310
FCG ADVISORS, LLC 10100.06%0.10%0.16%Q2 2018Q3 202010
Partner Investment Management, L.P. 10100.35%0.86%1.53%Q1 2017Q2 201910
VIKING GLOBAL INVESTORS LP 610.21%1.31%3.24%Q2 2019Q1 202310
DOMINI IMPACT INVESTMENTS LLC 10105.30%7.47%11.16%Q3 2017Q4 201910
CSat Investment Advisory, L.P. 10100.52%1.94%5.18%Q2 2018Q3 202010
OppenheimerFunds, Inc. 10100.00%0.03%0.07%Q3 2016Q4 201810
Paradigm Financial Advisors, LLC 710.08%0.18%0.39%Q3 2018Q4 202110
BTC Capital Management, Inc. 910.04%0.05%0.08%Q4 2018Q2 202310
Banco de Sabadell, S.A 10100.06%0.10%0.20%Q4 2018Q1 202110
EQUITABLE TRUST CO 10100.02%0.04%0.07%Q1 2020Q2 202210
New Capital Management LP 10100.00%0.01%0.01%Q4 2018Q1 202110
ATLAS CAPITAL ADVISORS LLC 10100.00%0.12%0.45%Q1 2021Q2 202310
THOMPSON DAVIS & CO., INC. 820.01%0.16%0.73%Q4 2015Q3 201810
Illinois Municipal Retirement Fund 10100.02%0.05%0.12%Q3 2020Q4 202210
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
Jaffetilchin Investment Partners, LLC 820.03%0.13%0.28%Q3 2020Q2 202310
J.W. COLE ADVISORS, INC. 10100.02%0.10%0.18%Q3 2020Q4 202210
Retirement Group, LLC 730.00%0.01%0.01%Q4 2020Q2 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
COOKSON PEIRCE & CO INC 610.02%0.12%0.33%Q3 2018Q1 202210
HARTLINE INVESTMENT CORP/ 910.58%1.72%2.53%Q3 2018Q2 202210
Lenox Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2019Q1 202210
Interval Partners, LP 310.05%0.17%0.60%Q3 2019Q2 20239
MORGENS WATERFALL VINTIADIS & CO INC 633.10%4.21%4.86%Q1 2018Q4 20219
D L CARLSON INVESTMENT GROUP INC 810.79%1.57%2.65%Q3 2019Q4 20219
HORIZON KINETICS ASSET MANAGEMENT LLC 540.01%0.01%0.01%Q1 2019Q3 20219
EVERMAY WEALTH MANAGEMENT LLC 990.00%0.01%0.04%Q2 2021Q2 20239
JAG CAPITAL MANAGEMENT, LLC 720.03%0.80%2.90%Q1 2019Q2 20229
GABELLI FUNDS LLC 410.01%0.05%0.11%Q1 2018Q4 20229
CASTLEARK MANAGEMENT LLC 630.02%0.10%0.19%Q4 2016Q3 20209
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 610.04%0.14%0.27%Q2 2018Q4 20219
CHICAGO EQUITY PARTNERS LLC 810.02%0.16%0.27%Q4 2016Q1 20209
PROFUND ADVISORS LLC 710.01%0.02%0.02%Q1 2018Q1 20229
WHITTIER TRUST CO 810.00%0.03%0.08%Q4 2019Q2 20239
GREENLEAF TRUST 720.00%0.00%0.01%Q3 2020Q1 20239
CIM INVESTMENT MANAGEMENT INC 990.13%0.20%0.43%Q2 2021Q2 20239
DIKER MANAGEMENT LLC 630.71%2.01%3.82%Q1 2021Q2 20239
A.R.T. Advisors, LLC 510.05%0.42%0.88%Q1 2016Q4 20199
SFE Investment Counsel 810.07%0.10%0.13%Q4 2019Q1 20229
First Eagle Investment Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
Amundi 990.01%0.03%0.06%Q2 2021Q2 20239
EMERALD MUTUAL FUND ADVISERS TRUST 810.01%0.05%0.12%Q3 2018Q3 20229
State of Alaska, Department of Revenue 720.01%0.03%0.06%Q4 2017Q1 20219
Ballentine Partners, LLC 630.01%0.01%0.01%Q3 2020Q2 20239
BB&T SECURITIES, LLC 990.00%0.01%0.04%Q3 2017Q3 20199
SYMMETRY PEAK MANAGEMENT LLC 210.04%0.29%0.78%Q1 2016Q1 20239
Hudson Bay Capital Management LP 210.01%0.12%0.35%Q4 2018Q2 20239
PUTNAM INVESTMENTS LLC 510.00%0.07%0.17%Q1 2017Q4 20219
Global X Management CO LLC 990.00%0.09%0.46%Q2 2016Q2 20189
Archon Partners LLC 810.62%2.27%3.17%Q1 2019Q1 20229
TB Alternative Assets Ltd. 630.43%1.25%2.43%Q2 2020Q2 20239
Quantbot Technologies LP 310.01%0.22%0.41%Q4 2016Q2 20239
AIA Group Ltd 630.01%0.02%0.04%Q4 2020Q1 20239
Clean Yield Group 990.00%0.00%0.00%Q2 2021Q2 20239
MetLife Investment Management, LLC 630.00%0.01%0.03%Q3 2018Q2 20239
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.00%0.01%Q4 2020Q4 20229
Vestcor Inc 990.02%0.03%0.05%Q2 2021Q2 20239
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.09%0.27%0.49%Q1 2017Q1 20199
EP Wealth Advisors, LLC 630.00%0.01%0.02%Q1 2021Q2 20239
Cognios Capital, LLC 990.11%0.48%1.00%Q2 2017Q2 20199
Antonetti Capital Management LLC 810.00%0.01%0.01%Q2 2010Q2 20239
HITE Hedge Asset Management LLC 990.03%0.22%0.78%Q1 2020Q1 20229
LIGHT STREET CAPITAL MANAGEMENT, LLC 610.13%3.06%5.11%Q4 2016Q3 20219
SUVRETTA CAPITAL MANAGEMENT, LLC 510.97%1.42%2.23%Q3 2020Q2 20239
Carmignac Gestion 420.19%1.05%3.52%Q3 2019Q2 20239
Miracle Mile Advisors, LLC 410.02%0.09%0.38%Q3 2019Q2 20239
SRS Capital Advisors, Inc. 510.00%0.00%0.01%Q4 2020Q2 20239
GM Advisory Group, Inc. 990.06%0.11%0.15%Q1 2020Q1 20229
Pictet North America Advisors SA 720.02%0.08%0.31%Q4 2018Q1 20229
Sequoia Financial Advisors, LLC 310.01%0.01%0.02%Q3 2018Q2 20239
WINTON GROUP Ltd 610.01%0.04%0.12%Q1 2018Q2 20239
Pacer Advisors, Inc. 630.00%0.01%0.02%Q2 2016Q4 20219
Elite Wealth Management, Inc. 810.01%0.05%0.09%Q3 2016Q3 20229
Sowell Financial Services LLC 710.00%0.03%0.06%Q4 2016Q1 20239
Sugarloaf Wealth Management, LLC 540.00%0.00%0.00%Q4 2020Q1 20239
CWA Asset Management Group, LLC 880.00%0.04%0.07%Q2 2020Q1 20229
LA FINANCIERE DE L'ECHIQUIER 990.06%0.41%0.95%Q3 2018Q3 20209
Corient Capital Partners, LLC 990.02%0.13%0.23%Q3 2020Q3 20229
PARTNERS CAPITAL INVESTMENT GROUP, LLP 990.01%0.23%0.40%Q2 2021Q2 20239
PagnatoKarp Partners LLC 990.05%0.09%0.16%Q1 2018Q1 20209
RITHOLTZ WEALTH MANAGEMENT 510.00%0.02%0.03%Q4 2020Q3 20229
Clear Perspective Advisors, LLC 720.02%0.26%1.04%Q1 2018Q4 20219
Pearl River Capital, LLC 210.06%0.25%0.58%Q4 2018Q2 20239
Gs Investments, Inc. 810.00%0.00%0.00%Q4 2020Q2 20239
CARILLON TOWER ADVISERS, INC. 990.28%0.36%0.64%Q4 2017Q4 20199
Pinnacle Wealth Planning Services, Inc. 310.01%0.11%0.28%Q1 2018Q2 20239
Blueshift Asset Management, LLC 610.01%0.32%1.16%Q2 2019Q2 20239
Investors Research Corp 630.00%0.00%0.01%Q3 2019Q2 20239
G&S Capital LLC 990.02%0.03%0.05%Q1 2018Q1 20209
Elmwood Wealth Management, Inc. 410.01%0.01%0.01%Q4 2018Q4 20219
Arnhold LLC 990.04%0.06%0.07%Q2 2020Q2 20229
CreativeOne Wealth, LLC 630.01%0.04%0.07%Q4 2020Q2 20239
O'Dell Group, LLC 810.02%0.06%0.10%Q4 2020Q2 20239
Foundations Investment Advisors, LLC 990.02%0.03%0.04%Q2 2021Q2 20239
Kozak & Associates, Inc. 810.06%0.20%0.47%Q4 2020Q2 20239
Bay Harbor Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
LAKE STREET FINANCIAL LLC 810.06%0.11%0.12%Q3 2019Q1 20229
PSI Advisors, LLC 810.01%0.03%0.07%Q4 2019Q2 20239
Ranch Capital Advisors Inc. 990.03%0.16%0.23%Q4 2019Q4 20219
CVA Family Office, LLC 720.00%0.01%0.01%Q1 2021Q2 20239
Stonebridge Financial Planning Group, LLC 990.01%0.03%0.05%Q4 2019Q4 20219
Eudaimonia Partners, LLC 810.02%0.08%0.13%Q4 2019Q1 20229
TFC Financial Management, Inc. 630.01%0.01%0.02%Q3 2020Q2 20239
Tabor Asset Management, LP 421.42%2.28%4.09%Q4 2020Q2 20239
Polar Capital Holdings Plc 990.02%0.17%0.39%Q4 2020Q4 20229
McClarren Financial Advisors, Inc. 540.00%0.01%0.03%Q1 2021Q2 20239
Twin Lakes Capital Management, LLC 540.03%0.06%0.11%Q1 2021Q2 20239
J Arnold Wealth Management Co 810.10%0.55%1.41%Q4 2019Q4 20229
Delos Wealth Advisors, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
CITY HOLDING CO 990.00%0.07%0.16%Q2 2021Q2 20239
SouthState Corp 810.00%0.00%0.01%Q3 2020Q2 20239
COMERICA SECURITIES,INC. 810.01%0.03%0.06%Q2 2020Q4 20229
HARBOUR INVESTMENTS, INC. 540.05%0.12%0.20%Q1 2021Q2 20239
MANCHESTER FINANCIAL INC 810.02%0.08%0.12%Q2 2019Q3 20219
ADVISORY RESEARCH INC 420.00%0.03%0.08%Q4 2018Q3 20219
WISCONSIN CAPITAL MANAGEMENT LLC 540.23%1.61%2.64%Q4 2018Q1 20229
DRIEHAUS CAPITAL MANAGEMENT LLC 990.02%0.05%0.11%Q1 2017Q1 20199
MOODY LYNN & LIEBERSON, LLC 610.02%0.16%0.51%Q4 2015Q4 20219
Optiver Holding B.V. 530.00%0.00%0.02%Q2 2021Q2 20238
Regent Investment Management LLC 880.11%0.36%0.87%Q1 2021Q4 20228
Prestige Wealth Management Group LLC 880.00%0.04%0.07%Q3 2021Q2 20238
M Holdings Securities, Inc. 310.05%0.08%0.12%Q3 2017Q1 20228
CTC LLC 440.00%0.02%0.03%Q4 2020Q4 20228
Eagle Bay Advisors LLC 530.00%0.03%0.09%Q2 2021Q2 20238
VERUS CAPITAL PARTNERS, LLC 620.04%0.06%0.08%Q4 2019Q2 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Bellecapital International Ltd. 710.10%0.17%0.28%Q4 2015Q4 20178
SUNTRUST BANKS INC 710.00%0.01%0.02%Q1 2017Q3 20198
Avantax Planning Partners, Inc. 710.00%0.02%0.02%Q1 2018Q1 20238
Capula Management Ltd 210.00%0.05%0.18%Q1 2020Q4 20228
MARSHALL WACE ASIA Ltd 410.20%0.75%1.39%Q4 2017Q3 20218
Burleson & Company, LLC 880.00%0.68%2.02%Q1 2021Q4 20228
Matrix Capital Management Company, LP 880.13%2.61%5.14%Q1 2018Q4 20198
Magnetar Financial LLC 310.00%0.02%0.03%Q2 2016Q2 20238
Claraphi Advisory Network, LLC 710.08%0.26%0.43%Q2 2019Q3 20218
Natixis Investment Managers International 620.00%0.10%0.16%Q2 2017Q2 20228
Jump Trading, LLC 440.00%0.17%0.30%Q2 2018Q1 20198
Maven Securities LTD 510.01%0.11%0.33%Q2 2021Q1 20238
VETAMER CAPITAL MANAGEMENT, L.P. 771.16%2.29%3.56%Q4 2021Q2 20238
Cedar Wealth Management, LLC 710.00%0.00%0.00%Q2 2018Q2 20238
McGowan Group Asset Management, Inc. 880.04%0.07%0.11%Q1 2019Q4 20208
Kessler Investment Group, LLC 530.00%0.16%0.51%Q3 2017Q2 20228
OARSMAN CAPITAL, INC. 880.10%0.16%0.22%Q2 2020Q1 20228
TOBAM 210.00%0.08%0.32%Q4 2017Q2 20238
EPIQ PARTNERS, LLC 880.17%0.26%0.36%Q2 2020Q1 20228
V Wealth Advisors LLC 620.04%0.08%0.11%Q4 2020Q2 20238
Tairen Capital Ltd 310.07%1.95%7.09%Q2 2018Q2 20238
Alpine Global Management, LLC 210.02%1.80%9.59%Q3 2017Q4 20218
Jackson, Grant Investment Advisers, Inc. 620.00%0.02%0.04%Q2 2020Q2 20228
Itau Unibanco Holding S.A. 710.00%0.00%0.01%Q2 2021Q2 20238
BlueMar Capital Management, LLC 880.48%1.73%2.86%Q4 2020Q3 20228
MISSION WEALTH MANAGEMENT, LP 710.01%0.02%0.03%Q4 2020Q1 20238
Psagot Value Holdings Ltd. / (Israel) 880.05%0.12%0.23%Q3 2021Q2 20238
Balentine LLC 530.00%0.01%0.02%Q2 2019Q1 20238
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 410.09%0.86%2.07%Q2 2018Q2 20238
Cypress Wealth Services, LLC 880.06%0.14%0.22%Q2 2020Q1 20228
SHEETS SMITH WEALTH MANAGEMENT 710.03%0.07%0.11%Q3 2017Q1 20228
Adero Partners, LLC 710.02%0.07%0.14%Q1 2021Q1 20238
1834 INVESTMENT ADVISORS CO 710.00%0.05%0.17%Q3 2019Q2 20228
THORNBURG INVESTMENT MANAGEMENT INC 880.01%0.14%0.20%Q1 2019Q4 20208
REGENTS OF THE UNIVERSITY OF CALIFORNIA 610.14%8.64%20.59%Q2 2017Q1 20208
Nepsis Inc. 530.24%3.68%6.67%Q1 2020Q1 20238
IMC-Chicago, LLC 310.00%0.07%0.27%Q4 2019Q4 20218
Robertson Stephens Wealth Management, LLC 410.02%0.03%0.06%Q4 2020Q2 20238
MAVERICK CAPITAL LTD 610.02%0.60%0.98%Q4 2019Q2 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 882.18%4.35%6.11%Q4 2017Q3 20198
HBK Sorce Advisory LLC 610.02%0.03%0.05%Q3 2018Q4 20218
Claro Advisors LLC 710.01%0.14%0.19%Q4 2018Q1 20228
Alyeska Investment Group, L.P. 410.02%0.14%0.26%Q4 2015Q4 20218
SlateStone Wealth, LLC 710.18%0.79%1.02%Q1 2019Q4 20218
Calamos Advisors LLC 710.00%0.02%0.03%Q1 2020Q2 20228
Apoletto Ltd 880.08%0.16%0.25%Q4 2020Q3 20228
Csenge Advisory Group 710.00%0.06%0.09%Q3 2018Q1 20228
Indie Asset Partners, LLC 880.16%0.28%0.37%Q2 2020Q1 20228
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 880.04%0.06%0.09%Q2 2020Q1 20228
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
Moser Wealth Advisors, LLC 710.06%0.16%0.24%Q2 2021Q2 20238
Wealthstreet Investment Advisors, LLC 530.04%0.08%0.12%Q4 2018Q1 20218
Watermark Asset Management, Inc. 880.01%0.01%0.03%Q1 2017Q4 20188
Morse Asset Management, Inc 620.12%0.45%1.04%Q1 2019Q4 20218
Stamos Capital Partners, L.P. 510.15%0.36%0.68%Q4 2018Q4 20228
Stevard, LLC 880.34%0.64%1.04%Q2 2020Q1 20228
Gideon Capital Advisors, Inc. 310.14%0.50%1.67%Q4 2016Q4 20198
Doyle Wealth Management 610.00%0.03%0.04%Q4 2018Q1 20228
Grassi Investment Management 440.02%0.29%1.24%Q2 2019Q3 20218
CHICKASAW CAPITAL MANAGEMENT LLC 620.01%0.01%0.02%Q3 2018Q4 20208
Avidian Wealth Solutions, LLC 620.01%0.02%0.02%Q4 2020Q2 20238
Arlington Partners LLC 710.00%0.03%0.14%Q3 2018Q2 20228
Virtue Capital Management, LLC 710.03%0.34%0.64%Q3 2020Q2 20238
Johnson Financial Group, Inc. 530.00%0.00%0.00%Q4 2018Q4 20228
FIRST MIDWEST BANK TRUST DIVISION 620.03%0.05%0.09%Q4 2017Q3 20218
Caprock Group, LLC 620.02%0.08%0.12%Q3 2020Q1 20238
Arkos Global Advisors 880.08%0.15%0.18%Q2 2020Q1 20228
MOSELEY INVESTMENT MANAGEMENT INC 880.34%0.80%1.14%Q3 2020Q2 20228
Sierra Capital LLC 880.02%0.04%0.05%Q1 2021Q4 20228
AGF Investments LLC 420.00%0.01%0.03%Q3 2017Q3 20218
Bellwether Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Hartford Financial Management Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.00%0.00%Q1 2018Q4 20218
Farmers & Merchants Trust Co of Chambersburg PA 880.01%0.02%0.02%Q1 2020Q4 20218
Mitsubishi UFJ Asset Management (UK) Ltd. 410.02%0.64%1.37%Q4 2018Q2 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Commonwealth Equity Services, Inc 880.00%0.00%0.01%Q4 2015Q3 20178
ARTHUR M. COHEN & ASSOCIATES, LLC 880.05%0.30%0.47%Q3 2020Q2 20228
IFG Advisory, LLC 610.02%0.04%0.10%Q3 2018Q1 20238
FLOSSBACH VON STORCH AG 880.01%0.02%0.04%Q1 2020Q4 20218
Jackson Hole Capital Partners, LLC 880.06%0.08%0.14%Q3 2021Q2 20238
PLATINUM INVESTMENT MANAGEMENT LTD 880.36%0.49%0.60%Q3 2021Q2 20238
MAKENA CAPITAL MANAGEMENT LLC 710.63%1.33%1.95%Q2 2017Q2 20228
Golden Green, Inc. 710.60%1.45%3.20%Q4 2020Q4 20228
Apriem Advisors 420.01%0.05%0.09%Q2 2018Q3 20218
HMS Capital Management, LLC 550.28%0.73%1.51%Q2 2018Q2 20198
Venture Visionary Partners LLC 710.01%0.04%0.06%Q4 2020Q2 20238
Avory & Company, LLC 712.09%4.46%9.25%Q4 2020Q2 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 310.01%0.03%0.07%Q3 2020Q2 20238
Mach-1 Financial Group, LLC 410.00%0.17%1.30%Q4 2020Q1 20238
Advocacy Wealth Management Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
EXENCIAL WEALTH ADVISORS, LLC 880.02%0.06%0.09%Q2 2020Q1 20228
Lumature Wealth Partners, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Precision Wealth Strategies, LLC 880.22%0.35%0.65%Q1 2021Q4 20228
Evolutionary Tree Capital Management, LLC 880.87%1.41%2.52%Q3 2021Q2 20238
REGENTATLANTIC CAPITAL LLC 610.01%0.01%0.02%Q3 2018Q2 20228
PICTET ASSET MANAGEMENT SA 880.02%0.04%0.09%Q3 2021Q2 20238
Castle Rock Wealth Management, LLC 510.14%0.38%0.81%Q2 2018Q3 20218
Belmont Capital, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 310.01%0.02%0.05%Q3 2018Q3 20218
Interchange Capital Partners, LLC 420.14%0.54%0.90%Q4 2020Q2 20238
WASHBURN CAPITAL MANAGEMENT, INC. 880.44%0.75%0.99%Q1 2020Q4 20218
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.05%0.23%Q4 2016Q1 20208
HUSSMAN STRATEGIC ADVISORS, INC. 710.13%0.20%0.31%Q2 2021Q2 20238
Edge Wealth Management LLC 710.00%0.01%0.02%Q3 2018Q4 20218
Solstein Capital, LLC 880.01%0.10%0.30%Q1 2021Q4 20228
Teamwork Financial Advisors, LLC 880.06%0.52%0.89%Q2 2020Q1 20228
Siemens Fonds Invest GmbH 880.05%0.07%0.10%Q3 2021Q2 20238
EMFO, LLC 880.04%0.09%0.17%Q2 2021Q1 20238
OSTERWEIS CAPITAL MANAGEMENT INC 770.09%0.20%0.32%Q2 2016Q4 20177
Yarbrough Capital, LLC 770.22%0.29%0.44%Q4 2021Q2 20237
Weiss Asset Management LP 310.03%0.38%1.56%Q4 2020Q1 20237
Claret Asset Management Corp 610.04%0.06%0.07%Q3 2020Q2 20237
Cornell Pochily Investment Advisors, Inc. 770.08%0.13%0.16%Q3 2020Q1 20227
ShawSpring Partners LLC 778.83%15.54%19.16%Q2 2020Q4 20217
Atom Investors LP 310.05%0.42%0.70%Q4 2018Q2 20237
TrinityPoint Wealth, LLC 770.06%0.08%0.10%Q2 2020Q4 20217
Sand Hill Global Advisors, LLC 770.01%0.03%0.04%Q3 2020Q1 20227
CRA Financial Services, LLC 770.10%0.17%0.22%Q3 2020Q1 20227
PREMIER ASSET MANAGEMENT LLC 510.05%1.01%2.62%Q4 2018Q4 20217
PRIO WEALTH LIMITED PARTNERSHIP 770.01%0.01%0.02%Q3 2020Q1 20227
Advisory Resource Group 770.10%0.13%0.18%Q4 2020Q2 20227
Park West Asset Management LLC 771.09%1.97%2.58%Q2 2020Q4 20217
TOWNSQUARE CAPITAL LLC 520.01%0.01%0.02%Q2 2021Q1 20237
Costello Asset Management, INC 770.00%0.00%0.00%Q3 2021Q1 20237
Cooper Financial Group 770.07%0.09%0.11%Q2 2020Q4 20217
LVZ, Inc. 770.04%0.06%0.09%Q3 2020Q1 20227
NORTHSTAR ASSET MANAGEMENT INC 770.31%1.61%2.12%Q1 2021Q3 20227
ALLEN HOLDING INC /NY 430.04%0.07%0.11%Q2 2017Q2 20197
Capital International Sarl 770.03%0.16%0.29%Q4 2021Q2 20237
Bartlett & Co. LLC 310.00%0.00%0.00%Q3 2019Q2 20237
Garde Capital, Inc. 520.01%0.03%0.04%Q4 2020Q1 20237
CAPITAL INTERNATIONAL LTD /CA/ 770.07%0.26%0.44%Q4 2021Q2 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q4 2021Q2 20237
HOWARD CAPITAL MANAGEMENT 610.05%0.07%0.11%Q1 2017Q4 20207
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%1.12%1.83%Q4 2020Q2 20227
COLONY GROUP LLC 610.00%0.01%0.01%Q4 2019Q1 20227
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q4 2020Q2 20227
SVB WEALTH LLC 410.00%0.01%0.01%Q2 2021Q2 20237
AFFINITY WEALTH MANAGEMENT LLC 610.32%0.81%1.86%Q1 2019Q3 20217
Cipher Capital LP 310.06%0.28%0.88%Q4 2018Q3 20227
Dakota Wealth Management 510.02%0.07%0.24%Q4 2020Q2 20237
Altimeter Capital Management 520.05%0.97%1.78%Q4 2016Q1 20217
Tarbox Family Office, Inc. 610.00%0.00%0.00%Q3 2018Q1 20227
MITCHELL MCLEOD PUGH & WILLIAMS INC 770.07%0.12%0.15%Q3 2020Q1 20227
BRIDGEWAY CAPITAL MANAGEMENT, LLC 430.03%0.07%0.12%Q4 2019Q1 20227
12 West Capital Management LP 771.86%3.45%4.44%Q2 2020Q4 20217
Permanens Capital L.P. 770.00%0.00%0.00%Q4 2019Q2 20217
AXIOM INVESTORS LLC /DE 770.05%0.81%1.48%Q3 2020Q1 20227
MONEY CONCEPTS CAPITAL CORP 520.01%0.07%0.16%Q4 2020Q4 20227
LOGAN CAPITAL MANAGEMENT INC 610.00%0.00%0.02%Q3 2018Q2 20227
Intersect Capital LLC 770.05%0.08%0.13%Q3 2020Q1 20227
Cypress Capital Management LLC (WY) 610.00%0.01%0.01%Q4 2018Q4 20217
ESSEX INVESTMENT MANAGEMENT CO LLC 410.03%0.11%0.26%Q2 2016Q1 20237
Bensler, LLC 770.37%0.53%0.79%Q4 2021Q2 20237
Stephens Consulting, LLC 770.01%0.05%0.12%Q4 2021Q2 20237
CHASE INVESTMENT COUNSEL CORP 410.32%0.78%0.95%Q4 2018Q3 20217
Central Asset Investments & Management Holdings (HK) Ltd 520.07%1.27%5.62%Q2 2018Q3 20217
NuWave Investment Management, LLC 610.01%0.48%1.40%Q3 2020Q3 20227
Quent Capital, LLC 770.00%0.02%0.04%Q4 2021Q2 20237
Carroll Investors, Inc 774.22%6.01%7.13%Q4 2021Q2 20237
DORCHESTER WEALTH MANAGEMENT Co 610.06%0.11%0.16%Q3 2019Q3 20217
HB Wealth Management, LLC 770.01%0.02%0.02%Q4 2021Q2 20237
PURSUE WEALTH PARTNERS LLC 771.81%2.18%3.03%Q4 2021Q2 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.04%0.07%0.11%Q4 2021Q2 20237
Seaport Global Advisors, LLC 770.33%1.00%1.80%Q4 2021Q2 20237
Alphabet Inc. 430.02%0.12%0.28%Q4 2017Q3 20197
KRS Capital Management, LLC 770.64%1.11%1.76%Q4 2021Q2 20237
Turim 21 Investimentos Ltda. 610.00%0.00%0.01%Q1 2021Q2 20237
City State Bank 770.01%0.02%0.03%Q4 2021Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.10%0.40%0.63%Q4 2021Q2 20237
GHE, LLC 770.90%1.39%1.89%Q4 2021Q2 20237
Covestor Ltd 770.01%0.03%0.12%Q4 2021Q2 20237
Carson Advisory Inc. 770.29%0.39%0.67%Q4 2021Q2 20237
Gould Capital, LLC 770.02%0.52%0.98%Q4 2021Q2 20237
Missouri Trust & Investment Co 770.01%0.01%0.04%Q4 2021Q2 20237
Partnervest Advisory Services LLC 770.08%0.12%0.19%Q1 2019Q3 20207
Synergy Financial Group, LTD 770.55%0.95%1.50%Q4 2021Q2 20237
White Knight Strategic Wealth Advisors, LLC 770.71%0.94%1.47%Q4 2021Q2 20237
Martin Capital Advisors, LLP 771.97%2.68%4.07%Q4 2021Q2 20237
Snowden Capital Advisors LLC 770.04%0.05%0.08%Q4 2021Q2 20237
Lane Generational LLC 774.19%5.37%6.93%Q4 2021Q2 20237
Washington Trust Advisors, Inc. 770.00%0.00%0.01%Q4 2021Q2 20237
Allspring Global Investments Holdings, LLC 770.00%0.08%0.26%Q4 2021Q2 20237
Bell Investment Advisors, Inc 520.00%0.01%0.01%Q3 2021Q2 20237
Sitrin Capital Management LLC 772.14%3.00%3.49%Q3 2020Q1 20227
DB Fitzpatrick & Co, Inc 770.25%0.47%0.89%Q4 2021Q2 20237
WEALTHFRONT Corp 770.02%0.07%0.12%Q1 2017Q3 20187
Capital Asset Advisory Services LLC 610.03%0.05%0.06%Q4 2019Q4 20217
HOMESTEAD ADVISERS CORP 770.00%0.00%0.00%Q2 2021Q4 20227
TUCKER ASSET MANAGEMENT LLC 520.00%0.05%0.31%Q4 2020Q1 20237
Wharton Business Group, LLC 520.02%0.03%0.04%Q2 2020Q1 20227
Westwood Wealth Management 770.00%0.63%1.00%Q4 2021Q2 20237
YOUSIF CAPITAL MANAGEMENT, LLC 770.00%0.01%0.01%Q4 2021Q2 20237
Horan Securities, Inc. 520.00%0.00%0.00%Q4 2020Q2 20237
Mayflower Financial Advisors, LLC 660.00%0.05%0.07%Q4 2020Q1 20227
Greytown Advisors Inc. 770.12%0.20%0.26%Q3 2020Q1 20227
Ignite Planners, LLC 770.38%0.76%1.43%Q4 2021Q2 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.02%Q4 2021Q2 20237
Robbins Farley 770.00%0.00%0.00%Q4 2021Q2 20237
WESTFIELD CAPITAL MANAGEMENT CO LP 310.00%0.22%0.32%Q3 2017Q3 20207
Sarasin & Partners LLP 770.05%0.08%0.14%Q2 2019Q4 20207
Simplify Asset Management Inc. 660.01%0.12%0.32%Q4 2020Q1 20227
Oder Investment Management, LLC 610.15%0.45%0.71%Q4 2020Q4 20227
TTP Investments, Inc. 770.24%0.93%2.94%Q1 2018Q3 20197
Addison Advisors LLC 770.02%0.02%0.03%Q4 2021Q2 20237
BRINKER CAPITAL INC 770.02%0.04%0.06%Q4 2018Q2 20207
Phoenix Wealth Advisors 770.36%0.84%1.42%Q4 2020Q2 20227
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.00%0.00%0.01%Q3 2020Q1 20227
Maxi Investments CY Ltd 771.03%1.39%1.97%Q4 2021Q2 20237
PFG Advisors 770.02%0.04%0.05%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.08%0.33%Q1 2021Q4 20227
PIEDMONT INVESTMENT ADVISORS INC 770.06%0.07%0.09%Q3 2018Q1 20207
Rise Advisors, LLC 770.01%1.03%1.88%Q4 2021Q2 20237
CATALYST PRIVATE WEALTH, LLC 770.13%0.27%0.36%Q3 2020Q1 20227
Berger Financial Group, Inc 770.11%0.29%0.66%Q4 2021Q2 20237
Vanderbilt University 773.89%8.12%13.45%Q1 2019Q3 20207
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
Advisor Resource Council 770.04%0.19%0.62%Q2 2021Q4 20227
NATIONAL BANK OF CANADA /FI/ 770.01%0.05%0.13%Q4 2021Q2 20237
Azora Capital LP 432.41%5.17%8.46%Q1 2021Q4 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Hixon Zuercher, LLC 770.48%0.82%1.12%Q1 2021Q3 20227
Citizens National Bank Trust Department 770.00%0.00%0.00%Q4 2021Q2 20237
Pinnacle Bancorp, Inc. 430.00%0.01%0.02%Q1 2019Q3 20227
Center for Financial Planning, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Wealth Quarterback LLC 210.00%0.11%0.23%Q1 1987Q1 20237
Capital Wealth Alliance, LLC 610.10%0.28%0.43%Q4 2019Q4 20217
Menard Financial Group LLC 610.23%0.64%1.01%Q2 2020Q1 20227
Blue Zone Wealth Advisors, LLC 770.08%0.14%0.17%Q3 2020Q1 20227
Lattice Capital Management, LLC 770.04%0.21%0.81%Q4 2021Q2 20237
Melqart Asset Management (UK) Ltd 770.18%0.37%0.54%Q2 2020Q4 20217
HARBOR CAPITAL ADVISORS, INC. 770.38%1.31%2.65%Q4 2021Q2 20237
SANDLER CAPITAL MANAGEMENT 320.52%2.09%6.99%Q1 2020Q2 20237
Parisi Gray Wealth Management 610.00%0.01%0.03%Q4 2017Q2 20217
RE Dickinson Investment Advisors, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
Spearhead Capital Advisors, LLC 770.04%0.07%0.11%Q2 2020Q4 20217
Resolute Advisors LLC 770.00%0.02%0.05%Q1 2021Q3 20227
Firestone Capital Management 610.00%0.05%0.08%Q4 2019Q3 20217
STONNINGTON GROUP, LLC 610.08%0.25%0.58%Q1 2021Q1 20237
Privium Fund Management B.V. 770.49%1.06%1.91%Q4 2021Q2 20237
Quadrant Private Wealth Management, LLC 610.09%0.12%0.18%Q2 2020Q1 20227
Neo Ivy Capital Management 310.03%0.26%0.91%Q3 2020Q4 20227
JCSD Capital, LLC 770.01%0.20%1.30%Q2 2021Q4 20227
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
Front Row Advisors LLC 430.00%0.00%0.00%Q2 2021Q2 20237
Sound View Wealth Advisors Group, LLC 770.05%0.07%0.08%Q3 2020Q1 20227
Global Trust Asset Management, LLC 770.01%0.04%0.08%Q4 2021Q2 20237
Weaver Consulting Group 770.00%0.02%0.06%Q1 2019Q3 20207
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.03%0.06%Q3 2020Q1 20227
Core Alternative Capital 770.00%0.00%0.01%Q4 2021Q2 20237
Independence Bank of Kentucky 770.00%0.02%0.06%Q3 2021Q1 20237
Capital International, Inc./CA/ 770.04%0.25%0.41%Q4 2021Q2 20237
Clark Capital Management Group, Inc. 770.00%0.01%0.01%Q3 2020Q1 20227
SUMITOMO LIFE INSURANCE CO 770.01%0.04%0.11%Q4 2021Q2 20237
Quilter Plc 770.02%0.06%0.14%Q1 2020Q3 20217
TWINBEECH CAPITAL LP 510.09%0.48%1.09%Q2 2020Q2 20237
TRAN CAPITAL MANAGEMENT, L.P. 770.05%1.17%3.77%Q4 2021Q2 20237
Monaco Asset Management SAM 210.20%0.42%0.54%Q4 2019Q1 20226
ROYCE & ASSOCIATES LP 660.01%0.02%0.04%Q1 2017Q2 20186
Baron Financial Group, LLC 660.02%0.03%0.03%Q3 2020Q4 20216
Rice Partnership, LLC 660.06%0.10%0.12%Q3 2020Q4 20216
OAKBROOK INVESTMENTS LLC 660.02%0.04%0.07%Q1 2018Q2 20196
Bridgewater Associates 660.00%0.10%0.30%Q1 2022Q2 20236
Adviser Investments LLC 660.00%0.03%0.05%Q1 2017Q2 20186
SYMPHONY ASSET MANAGEMENT LLC 660.05%0.08%0.11%Q3 2016Q4 20176
Leonetti & Associates, LLC 660.86%1.57%2.42%Q3 2017Q4 20186
FARALLON CAPITAL MANAGEMENT LLC 660.80%1.14%1.46%Q1 2022Q2 20236
Bard Financial Services, Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
Baker Avenue Asset Management, LP 310.02%0.05%0.08%Q1 2017Q2 20236
Stratos Wealth Advisors, LLC 660.02%0.07%0.11%Q3 2020Q4 20216
Keudell/Morrison Wealth Management 420.09%0.12%0.16%Q4 2021Q2 20236
GIRARD PARTNERS LTD. 510.02%0.04%0.05%Q3 2018Q3 20216
Buckingham Strategic Partners 660.02%0.03%0.06%Q1 2022Q2 20236
Kingfisher Capital LLC 660.55%0.79%0.94%Q2 2020Q3 20216
IAG Wealth Partners, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
First Heartland Consultants, Inc. 660.01%0.04%0.07%Q4 2020Q1 20226
EverSource Wealth Advisors, LLC 660.00%0.01%0.02%Q1 2022Q2 20236
SeaBridge Investment Advisors LLC 660.18%0.21%0.34%Q1 2022Q2 20236
PARADIGM ASSET MANAGEMENT CO LLC 660.05%0.11%0.15%Q4 2020Q1 20226
Stanley-Laman Group, Ltd. 210.08%0.58%1.50%Q1 2019Q2 20236
OSSIAM 420.01%0.15%0.43%Q4 2020Q2 20236
Desjardins Global Asset Management Inc. 660.01%0.01%0.02%Q4 2021Q1 20236
Visionary Wealth Advisors 420.02%0.03%0.04%Q1 2021Q2 20236
Red Door Wealth Management, LLC 310.01%0.06%0.12%Q1 2020Q2 20236
ProShare Advisors LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Crestwood Advisors Group LLC 420.01%0.01%0.01%Q3 2019Q3 20216
MOTCO 510.00%0.25%0.50%Q2 2019Q3 20226
Dana Investment Advisors, Inc. 420.01%0.11%0.24%Q1 2019Q1 20216
State of Wyoming 660.01%0.11%0.25%Q1 2021Q2 20226
BAROMETER CAPITAL MANAGEMENT INC. 310.54%0.74%1.11%Q4 2015Q4 20206
First Personal Financial Services 660.00%0.00%0.01%Q1 2018Q2 20196
CAZ INVESTMENTS LP 660.04%0.18%0.34%Q1 2022Q2 20236
AlphaStar Capital Management, LLC 660.03%0.05%0.10%Q3 2021Q4 20226
BNC WEALTH MANAGEMENT, LLC 661.14%1.84%2.20%Q3 2020Q4 20216
Beaton Management Co. Inc. 660.13%0.21%0.26%Q4 2020Q1 20226
IPG Investment Advisors LLC 310.04%0.07%0.08%Q3 2017Q2 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 510.00%0.00%0.01%Q1 2019Q4 20216
ICA Group Wealth Management, LLC 660.07%0.12%0.15%Q1 2022Q2 20236
CPWM, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 660.05%0.08%0.09%Q3 2020Q4 20216
Wagner Wealth Management, LLC 420.01%0.03%0.07%Q1 2021Q3 20226
Quantum Private Wealth, LLC 660.14%0.20%0.30%Q4 2021Q1 20236
ROPES WEALTH ADVISORS LLC 660.03%0.04%0.06%Q4 2020Q1 20226
Fund Management at Engine No. 1 LLC 660.08%0.10%0.14%Q1 2022Q2 20236
Atria Wealth Solutions, Inc. 660.01%0.02%0.05%Q1 2022Q2 20236
Abbrea Capital, LLC 510.05%0.11%0.13%Q2 2020Q4 20216
Roble, Belko & Company, Inc 510.00%0.00%0.00%Q3 2021Q2 20236
Beacon Capital Management, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
Landsberg, Bennett, & Dubbaneh LLC 330.04%0.10%0.22%Q2 2019Q3 20216
LFA - Lugano Financial Advisors SA 660.01%0.01%0.01%Q1 2022Q2 20236
Tyler-Stone Wealth Management 510.10%0.14%0.22%Q4 2021Q2 20236
Aurora Private Wealth, Inc. 660.10%0.15%0.27%Q1 2020Q2 20216
FIRST HAWAIIAN BANK 420.00%0.03%0.06%Q3 2018Q4 20216
Capital Investment Advisors, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
DOWLING & YAHNKE LLC 660.01%0.02%0.03%Q4 2020Q1 20226
MRA Advisory Group 660.16%0.26%0.31%Q4 2020Q1 20226
SPOT TRADING L.L.C. 220.03%0.05%0.08%Q2 2017Q3 20176
Axel Capital Management, LLC 661.18%4.72%7.24%Q2 2020Q3 20216
Russell Clark Investment Management Ltd 661.19%1.53%1.94%Q2 2020Q3 20216
Quantitative Systematic Strategies LLC 410.06%0.09%0.17%Q2 2016Q2 20216
AllSquare Wealth Management LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Byrne Asset Management LLC 660.00%0.01%0.03%Q4 2021Q1 20236
LGT Group Foundation 660.04%0.14%0.32%Q4 2021Q1 20236
Oxler Private Wealth LLC 420.01%0.08%0.13%Q4 2020Q3 20226
FULTON BANK, N.A. 660.02%0.04%0.05%Q3 2020Q4 20216
Holloway Wealth Management, LLC 660.00%0.01%0.01%Q2 2020Q3 20216
NewSquare Capital LLC 310.00%0.02%0.06%Q2 2018Q2 20236
HRT FINANCIAL LP 210.01%0.08%0.16%Q3 2018Q2 20236
Capital Research Global Investors 660.00%0.11%0.29%Q3 2021Q4 20226
Stonebridge Capital Advisors LLC 510.00%0.00%0.00%Q3 2021Q1 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.02%0.08%Q1 2018Q3 20196
GHP Investment Advisors, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
HAZLETT, BURT & WATSON, INC. 660.01%0.02%0.06%Q1 2022Q2 20236
Alight Capital Management LP 510.49%0.79%1.32%Q1 2019Q2 20216
SIMON QUICK ADVISORS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Resource Management, LLC 660.05%0.07%0.08%Q3 2020Q4 20216
Virtu KCG Holdings LLC 510.00%0.03%0.06%Q4 2015Q2 20176
TOMPKINS FINANCIAL CORP 660.00%0.00%0.00%Q1 2022Q2 20236
NIA IMPACT ADVISORS, LLC 660.63%2.50%3.18%Q4 2020Q1 20226
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.01%0.02%0.03%Q1 2018Q2 20196
Advisors Capital Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Leucadia National 330.00%0.03%0.06%Q4 2022Q2 20236
BBVA USA Bancshares, Inc. 410.00%0.02%0.03%Q2 2019Q1 20216
Quad-Cities Investment Group, LLC 210.00%0.13%0.32%Q2 2018Q3 20216
Jupiter Investment Management Ltd 220.00%0.01%0.01%Q1 2017Q1 20196
NovaPoint Capital, LLC 660.11%0.13%0.14%Q4 2020Q1 20226
HORIZON FINANCIAL SERVICES, LLC 660.02%0.04%0.05%Q3 2020Q4 20216
Draper Asset Management, LLC 440.00%0.25%0.39%Q2 2021Q1 20226
NWAM LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Insight Advisors, LLC/ PA 660.12%0.29%0.44%Q4 2020Q1 20226
HORAN CAPITAL MANAGEMENT 660.04%0.14%0.21%Q4 2017Q1 20196
Zweig-DiMenna Associates LLC 660.14%0.34%0.51%Q1 2022Q2 20236
Athanor Capital, LP 210.02%0.05%0.07%Q1 2019Q1 20216
Adalta Capital Management LLC 660.05%0.45%1.28%Q1 2021Q2 20226
Winslow Capital Management, LLC 660.36%1.19%1.58%Q3 2020Q4 20216
RiverPark Advisors, LLC 660.16%0.76%1.18%Q1 2021Q2 20226
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.04%0.07%Q1 2022Q2 20236
China Universal Asset Management Co., Ltd. 660.43%0.61%1.02%Q4 2021Q1 20236
HBK INVESTMENTS L P 210.00%0.02%0.05%Q1 2017Q4 20216
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20206
Crawford Lake Capital Management, LLC 210.45%1.96%4.70%Q1 2017Q4 20216
Wealthsimple US, Ltd. 660.26%0.33%0.44%Q4 2019Q1 20216
Teilinger Capital Ltd. 210.01%0.16%0.65%Q1 2021Q2 20226
B. Metzler seel. Sohn & Co. AG 660.03%0.04%0.08%Q1 2022Q2 20236
Invictus RG 210.00%1.49%7.23%Q2 2016Q3 20216
Oribel Capital Management, LP 210.06%0.46%1.49%Q4 2019Q1 20226
InterOcean Capital, LLC 660.04%0.06%0.07%Q4 2018Q1 20206
Shamrock Asset Management LLC 510.00%0.06%0.36%Q1 2018Q3 20196
3G Capital Partners 661.05%5.16%7.17%Q2 2020Q3 20216
Mawer Investment Management Ltd. 660.12%0.25%0.30%Q2 2020Q3 20216
Vestmark Advisory Solutions, Inc. 660.04%0.11%0.16%Q1 2021Q2 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
SJS Investment Consulting Inc. 420.00%0.01%0.02%Q4 2021Q2 20236
Chicago Partners Investment Group LLC 420.02%0.03%0.04%Q4 2020Q2 20236
Clarius Group, LLC 660.03%0.04%0.04%Q4 2020Q1 20226
Cardan Capital Partners, LLC 660.54%0.87%1.01%Q2 2020Q3 20216
Modus Advisors, LLC 660.37%0.59%0.68%Q1 2021Q2 20226
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.05%0.28%0.51%Q2 2021Q2 20236
AH Equity Partners LSV III, L.L.C. 6623.33%31.09%36.95%Q1 2022Q2 20236
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 210.10%0.21%0.54%Q1 2016Q2 20236
Codex Capital, L.L.C. 660.17%0.38%0.54%Q3 2020Q4 20216
Shay Capital LLC 330.02%0.06%0.17%Q3 2021Q1 20226
Activest Wealth Management 310.00%0.00%0.00%Q1 2021Q1 20236
Patten Group, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
Zuckerman Investment Group, LLC 660.04%0.05%0.07%Q4 2020Q1 20226
RIVERPARK CAPITAL MANAGEMENT LLC 661.53%2.09%2.44%Q1 2021Q2 20226
Canvas Wealth Advisors, LLC 660.10%0.45%1.10%Q3 2021Q4 20226
MEANS INVESTMENT CO., INC. 660.05%0.07%0.10%Q3 2020Q4 20216
PINNACLE FINANCIAL PARTNERS INC 510.00%0.03%0.05%Q2 2018Q3 20226
NewEdge Wealth, LLC 660.04%0.11%0.20%Q1 2021Q2 20226
Black Swift Group, LLC 420.00%0.06%0.32%Q2 2018Q4 20196
KORNITZER CAPITAL MANAGEMENT INC /KS 510.02%0.14%0.19%Q1 2019Q2 20216
BTG Pactual Global Asset Management Ltd 210.72%0.93%1.08%Q1 2020Q1 20226
Americana Partners, LLC 510.02%0.18%0.30%Q4 2019Q4 20216
Beaird Harris Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q2 20235
CMH Wealth Management LLC 550.88%1.65%2.51%Q4 2018Q4 20195
Legacy Advisors, LLC 320.01%0.01%0.02%Q1 2018Q2 20195
B & T Capital Management DBA Alpha Capital Management 550.06%0.41%0.60%Q3 2020Q3 20215
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.16%0.29%Q4 2019Q2 20235
Altshuler Shaham Ltd 550.00%0.00%0.01%Q3 2020Q3 20215
Ilmarinen Mutual Pension Insurance Co 550.04%0.07%0.11%Q4 2021Q4 20225
MALTESE CAPITAL MANAGEMENT LLC 410.19%0.68%1.14%Q1 2020Q4 20215
FULTON BREAKEFIELD BROENNIMAN LLC 410.04%0.06%0.07%Q3 2020Q4 20215
Zenyatta Capital Management LP 320.47%1.75%2.95%Q4 2021Q1 20235
State of Tennessee, Treasury Department 210.01%0.01%0.02%Q2 2017Q4 20195
Sculptor Capital LP 110.01%0.04%0.10%Q1 2016Q3 20225
Lineweaver Wealth Advisors, LLC 550.11%0.12%0.14%Q1 2021Q1 20225
CHATHAM CAPITAL GROUP, INC. 550.05%0.06%0.08%Q4 2020Q4 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.03%0.06%Q3 2020Q3 20215
VIVID FINANCIAL MANAGEMENT, INC. 550.15%0.20%0.21%Q4 2020Q4 20215
Gordian Capital Singapore Pte Ltd 550.00%0.00%0.01%Q2 2022Q2 20235
Baillie Gifford 410.00%0.01%0.01%Q4 2020Q2 20235
Community Bank, N.A. 310.00%0.00%0.01%Q4 2020Q3 20225
MMBG INVESTMENT ADVISORS CO. 550.15%0.17%0.20%Q4 2021Q4 20225
Howard Capital Management Group, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
BLACKROCK ADVISORS LLC 550.02%0.03%0.06%Q4 2015Q4 20165
Polar Asset Management Partners Inc. 310.04%0.10%0.17%Q2 2020Q2 20225
AQR Arbitrage LLC 320.02%0.08%0.15%Q2 2017Q3 20195
Berkeley Capital Partners, LLC 550.25%0.27%0.30%Q1 2019Q1 20205
Bridgewater Advisors Inc. 550.06%0.25%0.44%Q2 2021Q2 20225
Cornerstone Advisory, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
BlackRock Group LTD 550.00%0.01%0.01%Q4 2015Q4 20165
UNITED MARITIME CAPITAL LLC 550.37%0.50%0.74%Q1 2021Q1 20225
Princeton Global Asset Management LLC 410.00%0.01%0.01%Q2 2019Q3 20225
Ronald Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Allred Capital Management, LLC 310.00%0.12%0.20%Q4 2018Q1 20215
Silvant Capital Management LLC 550.08%0.17%0.38%Q2 2018Q2 20195
Silicon Valley Capital Partners 320.00%0.07%0.23%Q4 2020Q2 20235
WealthTrust-Arizona, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Pacific Wealth Strategies Group, Inc. 550.35%0.56%0.68%Q4 2020Q4 20215
Honeycomb Asset Management LP 212.12%3.24%5.86%Q3 2021Q1 20235
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Financial Engines Advisors L.L.C. 550.01%0.01%0.02%Q2 2020Q2 20215
BLOOM TREE PARTNERS, LLC 552.26%6.29%9.38%Q4 2018Q4 20195
INTECH INVESTMENT MANAGEMENT LLC 550.02%0.02%0.03%Q2 2022Q2 20235
Field & Main Bank 550.01%0.37%0.53%Q1 2021Q1 20225
Lehman & Derafelo Financial Resources LLC 220.05%0.31%0.52%Q2 2020Q3 20205
Sovarnum Capital L.P. 410.34%0.71%1.60%Q1 2019Q3 20215
Aequim Alternative Investments LP 551.10%1.57%2.14%Q4 2018Q4 20195
Sandbox Financial Partners, LLC 550.19%0.30%0.35%Q4 2020Q4 20215
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q4 2015Q4 20165
Crosspoint Capital Strategies, LLC 323.02%3.46%4.10%Q2 2017Q3 20185
Alta Wealth Advisors LLC 410.24%0.91%1.54%Q4 2020Q3 20225
Decatur Capital Management, Inc. 550.30%0.54%0.98%Q1 2021Q1 20225
Wealth Management Partners, LLC 550.22%0.24%0.26%Q1 2021Q1 20225
IVC Wealth Advisors LLC 550.18%0.22%0.24%Q1 2021Q1 20225
ST GERMAIN D J CO INC 550.00%0.82%1.59%Q4 2021Q4 20225
VICUS CAPITAL 550.04%0.05%0.06%Q3 2020Q3 20215
Freedom Investment Management, Inc. 550.05%0.11%0.14%Q1 2021Q1 20225
black-and-white Capital LP 210.42%1.60%2.84%Q4 2017Q4 20205
TITLEIST ASSET MANAGEMENT, LTD. 550.21%0.29%0.39%Q4 2021Q4 20225
HWG Holdings LP 550.00%1.79%3.65%Q1 2018Q1 20195
Tributary Capital Management, LLC 550.10%0.17%0.32%Q2 2019Q2 20205
COMMONWEALTH BANK OF AUSTRALIA 550.00%0.00%0.00%Q2 2018Q2 20195
DONALDSON CAPITAL MANAGEMENT, LLC 550.01%0.02%0.04%Q4 2020Q4 20215
Ardmore Road Asset Management LP 551.00%3.81%10.03%Q2 2022Q2 20235
ENGINE NO. 1 LLC 550.09%7.36%14.09%Q4 2020Q4 20215
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
SAMLYN CAPITAL, LLC 110.08%0.83%1.83%Q3 2019Q2 20235
HIGHLAND CAPITAL MANAGEMENT, LLC 410.02%0.05%0.09%Q3 2018Q3 20215
Elkfork Partners LLC 320.00%0.01%0.01%Q2 2017Q3 20195
FOUNDERS FINANCIAL SECURITIES LLC 410.05%0.07%0.10%Q2 2020Q3 20215
Tyers Asset Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Junson Asset Management (Hong Kong) Ltd 411.30%1.50%1.74%Q4 2020Q2 20225
Altman Advisors, Inc. 550.19%0.68%1.00%Q4 2020Q4 20215
Meadow Creek Investment Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
ArchPoint Investors 550.00%0.01%0.01%Q2 2017Q2 20185
Jump Financial, LLC 310.01%0.13%0.24%Q3 2020Q2 20235
ORSER CAPITAL MANAGEMENT, LLC 550.86%1.12%1.28%Q3 2020Q3 20215
Glen Harbor Capital Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.17%0.70%1.38%Q4 2017Q4 20185
Evercore Wealth Management, LLC 410.00%0.01%0.01%Q4 2020Q1 20225
IAM Advisory, LLC 320.28%0.44%0.56%Q4 2020Q1 20225
Bordeaux Wealth Advisors LLC 550.10%0.15%0.19%Q4 2020Q4 20215
Meridian Wealth Partners, LLC 410.01%0.02%0.03%Q2 2020Q3 20215
BOSTON ADVISORS LLC 550.09%0.26%0.42%Q4 2016Q4 20175
CLOVERFIELDS CAPITAL GROUP, LP 550.31%0.44%0.68%Q3 2021Q3 20225
Brookfield Asset Management 550.01%0.02%0.04%Q2 2022Q2 20235
CAXTON ASSOCIATES LP 210.00%0.03%0.09%Q2 2017Q1 20225
Vectors Research Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Firsthand Capital Management, Inc. 550.42%0.81%1.00%Q1 2019Q1 20205
Woodson Capital Management, LP 550.19%0.73%0.95%Q2 2022Q2 20235
Selective Wealth Management, Inc. 550.01%0.02%0.02%Q3 2021Q3 20225
Canton Hathaway, LLC 410.00%0.02%0.06%Q3 2019Q4 20215
LITTLE HOUSE CAPITAL LLC 210.11%0.14%0.18%Q1 2019Q3 20215
Summit Trail Advisors, LLC 320.00%0.02%0.05%Q4 2017Q4 20215
Malaga Cove Capital, LLC 550.21%0.39%0.77%Q2 2019Q2 20205
Intrua Financial, LLC 550.08%0.15%0.20%Q1 2021Q1 20225
PRIVATE TRUST CO NA 550.01%0.01%0.01%Q2 2022Q2 20235
Brand Asset Management Group, Inc. 410.00%0.00%0.01%Q3 2018Q4 20195
AMG National Trust Bank 550.01%0.01%0.01%Q4 2020Q4 20215
Assured Investment Management LLC 410.00%0.03%0.07%Q1 2017Q2 20185
Psagot Value Holdings Ltd. 210.00%0.06%0.23%Q4 2018Q3 20215
U.S. Capital Wealth Advisors, LLC 410.01%0.02%0.04%Q3 2021Q4 20225
Systematic Alpha Investments, LLC 320.00%0.01%0.02%Q1 2021Q2 20235
GAM Holding AG 210.01%0.33%0.64%Q2 2018Q1 20235
Portolan Capital Management 550.28%0.60%1.10%Q3 2016Q3 20175
Fulcrum Asset Management LLP 550.14%0.40%0.72%Q1 2021Q1 20225
Ridgewood Investments LLC 320.09%0.15%0.20%Q3 2020Q2 20235
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
JGP Wealth Management, LLC 410.04%0.06%0.08%Q4 2020Q1 20225
Quantinno Capital Management LP 410.02%0.12%0.50%Q1 2020Q2 20235
MADDEN SECURITIES Corp 410.00%0.84%1.38%Q1 2021Q4 20225
Oxbow Advisors, LLC 550.03%0.05%0.06%Q4 2020Q4 20215
D1 Capital Partners L.P. 411.08%1.37%1.95%Q4 2021Q2 20235
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 320.00%0.00%0.00%Q4 2018Q2 20225
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Philadelphia Financial Management of San Francisco, LLC 211.23%1.98%3.49%Q4 2015Q2 20225
Maytus Capital Management, LLC 110.38%1.74%3.93%Q3 2019Q2 20235
Formidable Asset Management, LLC 310.04%0.10%0.20%Q2 2019Q2 20215
ANGLEPOINT ASSET MANAGEMENT, LTD. 550.05%3.23%7.58%Q4 2019Q4 20205
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
ABNER HERRMAN & BROCK LLC 550.24%0.89%1.43%Q4 2020Q4 20215
BlackRock Investment Management, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
LONG WALK MANAGEMENT LP 414.52%10.74%16.24%Q2 2021Q2 20235
Keel Point, LLC 550.03%0.03%0.05%Q1 2021Q1 20225
DIXON HUBARD FEINOUR & BROWN INC/VA 550.02%0.04%0.07%Q1 2021Q1 20225
Trellus Management Company, LLC 310.40%0.62%0.82%Q1 2018Q2 20235
Meridian Wealth Advisors, LLC 550.06%0.09%0.12%Q2 2022Q2 20235
Machina Capital S.A.S. 210.04%0.18%0.41%Q1 2019Q2 20235
ADELL HARRIMAN & CARPENTER INC 550.02%0.05%0.06%Q4 2020Q4 20215
ASB Consultores, LLC 320.09%0.16%0.23%Q4 2021Q1 20235
WealthPlan Investment Management, LLC 410.01%0.04%0.07%Q1 2022Q2 20235
Waldron Private Wealth LLC 410.01%0.02%0.02%Q4 2020Q1 20225
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 550.00%0.01%0.01%Q2 2022Q2 20235
Yorktown Management & Research Co Inc 410.20%0.25%0.42%Q4 2020Q1 20225
Forum Financial Management, LP 310.01%0.01%0.01%Q4 2021Q2 20235
Banco BTG Pactual S.A. 550.21%0.43%0.74%Q1 2021Q1 20225
Redhawk Wealth Advisors, Inc. 410.05%0.18%0.29%Q2 2019Q3 20215
Essex Financial Services, Inc. 550.02%0.05%0.10%Q1 2021Q1 20225
JUMP TRADING, LLC 110.01%0.10%0.24%Q2 2019Q2 20205
Versor Investments LP 320.03%0.12%0.30%Q2 2017Q2 20215
AXS Investments LLC 210.31%0.41%0.69%Q4 2021Q2 20235
Hayden Royal, LLC 410.12%0.35%0.57%Q3 2020Q4 20215
Timpani Capital Management LLC 550.58%0.84%1.08%Q1 2017Q1 20185
AMS Capital Ltda 551.60%2.40%4.22%Q4 2020Q4 20215
Icon Wealth Partners, LLC 210.00%0.01%0.01%Q4 2017Q2 20235
Benin Management CORP 550.06%0.09%0.11%Q4 2016Q4 20175
Laidlaw Wealth Management LLC 410.05%0.11%0.20%Q4 2020Q1 20225
Spyglass Capital Management LLC 553.94%4.88%6.10%Q2 2020Q2 20215
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Pitti Group Wealth Management, LLC 320.34%0.37%0.41%Q4 2021Q2 20235
New Millennium Group LLC 550.00%0.00%0.00%Q2 2022Q2 20235
SkyOak Wealth, LLC 410.07%0.12%0.30%Q2 2020Q3 20215
Cavalier Investments, LLC 320.27%0.44%0.52%Q4 2018Q3 20215
ZEKE CAPITAL ADVISORS, LLC 440.06%0.06%0.08%Q1 2022Q4 20224
ICONIQ Capital, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Pekin Hardy Strauss, Inc. 440.07%0.07%0.08%Q4 2020Q3 20214
Plancorp, LLC 440.02%0.04%0.06%Q4 2020Q3 20214
Alpha Family Trust 440.24%4.55%14.58%Q4 2021Q3 20224
RIVERHEAD CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q2 2017Q3 20194
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2018Q4 20214
Ratan Capital Management LP 310.40%1.10%1.60%Q1 2021Q2 20224
BECK CAPITAL MANAGEMENT, LLC 110.16%0.60%1.08%Q3 2018Q3 20214
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 220.03%0.04%0.08%Q2 2019Q3 20204
Ion Asset Management Ltd. 310.10%0.15%0.22%Q2 2019Q1 20234
SCHOLTZ & COMPANY, LLC 440.16%0.22%0.27%Q4 2020Q3 20214
Trivest Advisors Ltd 310.06%2.09%5.61%Q4 2020Q2 20234
WealthStone, Inc. 310.00%0.08%0.12%Q2 2019Q1 20214
Ascent Wealth Partners, LLC 440.10%0.21%0.25%Q1 2021Q4 20214
Samalin Investment Counsel, LLC 310.25%0.26%0.28%Q4 2019Q1 20214
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Liontrust Investment Partners LLP 310.09%0.21%0.33%Q4 2020Q1 20224
FormulaFolio Investments, LLC 220.01%0.02%0.04%Q1 2019Q4 20204
Melvin Capital Management LP 210.26%0.70%1.58%Q1 2017Q3 20214
Concorde Asset Management, LLC 440.59%0.66%0.71%Q4 2018Q3 20194
Point Break Capital Management, LLC 440.05%0.20%0.58%Q1 2021Q4 20214
RAND WEALTH, LLC 440.06%0.11%0.16%Q4 2017Q3 20184
Bison Wealth, LLC 210.10%0.12%0.15%Q3 2018Q4 20194
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q2 20234
Think Investments LP 442.00%4.43%6.53%Q3 2022Q2 20234
Otter Creek Advisors, LLC 310.39%0.76%1.10%Q2 2018Q1 20224
Ma Investment Partnership, LP 4410.89%11.61%12.22%Q4 2020Q3 20214
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 440.02%0.03%0.07%Q1 2019Q4 20194
Alta Advisers Ltd 440.06%0.06%0.07%Q3 2022Q2 20234
Lombard Odier Asset Management (Switzerland) SA 210.04%0.06%0.11%Q3 2020Q4 20214
EastBay Asset Management, LLC 442.63%3.55%4.82%Q4 2016Q3 20174
Boston Trust Walden Corp 440.00%0.00%0.00%Q4 2020Q3 20214
Pensionmark Financial Group, LLC 210.05%0.05%0.05%Q4 2020Q1 20224
Stelac Advisory Services LLC 440.05%0.13%0.23%Q4 2020Q3 20214
Main Street Research LLC 440.19%0.62%1.05%Q1 2021Q4 20214
AlpInvest Partners B.V. 313.23%6.04%8.08%Q4 2018Q1 20204
WESPAC Advisors SoCal, LLC 310.01%0.16%0.23%Q1 2019Q3 20214
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.08%0.15%0.23%Q2 2021Q1 20224
Consulta Ltd 444.28%5.28%6.81%Q2 2021Q1 20224
Contour Asset Management LLC 212.26%3.89%6.10%Q2 2019Q4 20224
Harbour Capital Advisors, LLC 440.14%0.20%0.24%Q3 2018Q2 20194
Wellington Shields Capital Management, LLC 440.02%0.03%0.03%Q4 2020Q3 20214
Engle Capital Management, L.P. 311.11%2.49%4.41%Q1 2017Q3 20214
TPG Group Holdings (SBS) Advisors, Inc. 440.03%0.05%0.07%Q4 2016Q3 20174
YorkBridge Wealth Partners, LLC 440.06%0.08%0.11%Q4 2020Q3 20214
PIER 88 INVESTMENT PARTNERS LLC 440.14%0.15%0.18%Q2 2017Q1 20184
Fortis Advisors, LLC 440.00%0.01%0.02%Q1 2021Q4 20214
Summit X, LLC 210.06%0.08%0.13%Q3 2018Q3 20214
Ahrens Investment Partners LLC 310.00%0.01%0.03%Q4 2021Q1 20234
Synergy Asset Management, LLC 440.06%1.56%3.42%Q4 2020Q3 20214
EMERALD ADVISERS, LLC 310.01%0.01%0.02%Q1 2018Q2 20214
Ipswich Investment Management Co., Inc. 210.00%0.03%0.05%Q1 2016Q3 20214
Cypress Wealth Advisors LLC 440.33%1.12%3.27%Q3 2016Q2 20174
CLEAR STREET LLC 110.06%0.35%0.64%Q3 2022Q2 20234
Prana Capital Management, LP 210.06%0.27%0.72%Q2 2021Q4 20224
NorthCoast Asset Management LLC 440.02%0.04%0.04%Q4 2020Q3 20214
Quantamental Technologies LLC 210.05%0.28%0.64%Q1 2019Q3 20224
Convergence Investment Partners, LLC 210.12%0.18%0.22%Q2 2016Q2 20234
Cordatus Wealth Management LLC 440.42%0.48%0.54%Q2 2020Q1 20214
Strategic Wealth Partners, Ltd. 440.00%0.04%0.16%Q4 2018Q3 20194
Chanos & Co LP 330.37%0.61%1.18%Q4 2022Q2 20234
KCL Capital, L.P. 440.03%0.81%2.65%Q3 2020Q2 20214
Manning & Napier Group, LLC 440.02%0.05%0.10%Q1 2020Q4 20204
Clarus Wealth Advisors 220.00%0.06%0.17%Q2 2018Q2 20194
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.02%0.03%Q3 2022Q2 20234
Pactiv General Employee Benefit Trust 440.70%1.09%1.38%Q3 2020Q2 20214
AVIANCE CAPITAL MANAGEMENT, LLC 310.01%0.01%0.02%Q3 2016Q3 20174
PROFESSIONAL PLANNING 440.36%0.48%0.55%Q4 2020Q3 20214
DUALITY ADVISERS, LP 210.09%0.23%0.35%Q4 2020Q1 20224
Employees Retirement System of Texas 440.01%0.05%0.08%Q3 2020Q2 20214
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.00%0.14%0.27%Q2 2018Q3 20224
Chapman Investment Management, LLC 442.49%3.87%4.51%Q1 2021Q4 20214
SP Asset Management 440.13%0.35%0.45%Q4 2021Q3 20224
Dougherty Wealth Advisers LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Full Sail Capital, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Ionic Capital Management LLC 110.11%0.17%0.31%Q1 2020Q1 20234
Main Street Financial Solutions, LLC 440.03%0.04%0.04%Q2 2021Q1 20224
First Pacific Advisors, LP 440.00%0.00%0.00%Q4 2020Q3 20214
Summit Financial, LLC 440.02%0.06%0.11%Q3 2021Q2 20224
HEADINVEST, LLC 440.04%0.06%0.06%Q4 2020Q3 20214
PA Capital LLC 441.09%1.24%1.46%Q2 2019Q1 20204
9258 Wealth Management, LLC 310.05%0.08%0.10%Q1 2021Q1 20224
Human Investing LLC 440.01%0.01%0.01%Q2 2020Q1 20214
London & Capital Asset Management Ltd 440.04%0.05%0.07%Q3 2019Q2 20204
Qtron Investments LLC 440.16%0.17%0.18%Q4 2020Q3 20214
Spouting Rock Asset Management, LLC 440.22%0.40%0.49%Q3 2020Q2 20214
Cornerstone Wealth Group, LLC 440.05%0.08%0.11%Q2 2021Q1 20224
Golden State Wealth Management, LLC 310.01%0.02%0.03%Q1 2019Q1 20204
EPIQ Capital Group, LLC 310.07%0.09%0.13%Q3 2021Q2 20234
III Capital Management 330.00%0.06%0.24%Q3 2021Q1 20224
Clear Creek Financial Management, LLC 440.05%0.05%0.06%Q2 2021Q1 20224
Cinctive Capital Management LP 310.07%0.20%0.31%Q4 2020Q4 20214
HBW ADVISORY SERVICES LLC 440.06%0.06%0.07%Q1 2021Q4 20214
Gyon Technologies Capital Management, LP 220.28%0.40%0.73%Q1 2021Q4 20224
Ironwood Investment Counsel, LLC 440.07%0.08%0.09%Q4 2020Q3 20214
Professional Financial Advisors, LLC 220.10%0.20%0.30%Q3 2020Q4 20214
Paragon Advisors, LLC 440.17%0.47%0.80%Q1 2021Q4 20214
CALIBER WEALTH MANAGEMENT, LLC 441.48%1.81%2.69%Q4 2020Q3 20214
Oasis Management Co Ltd. 220.01%0.05%0.11%Q1 2022Q2 20224
Great Diamond Partners, LLC 310.06%0.07%0.09%Q1 2022Q2 20234
Parcion Private Wealth LLC 440.60%0.71%0.90%Q1 2021Q4 20214
Akaris Global Partners, LP 443.77%5.96%7.89%Q2 2021Q1 20224
Stokes Family Office, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
MAGNOLIA CAPITAL MANAGEMENT LTD 440.03%0.04%0.06%Q4 2021Q3 20224
NWK Group, Inc. 441.57%1.72%2.04%Q4 2020Q3 20214
Regent Peak Wealth Advisors LLC 440.07%0.07%0.08%Q4 2020Q3 20214
PAX Financial Group, LLC 440.08%0.10%0.12%Q1 2021Q4 20214
Aquatic Capital Management LLC 210.06%0.37%0.68%Q1 2022Q2 20234
Tempus Wealth Planning, LLC 310.12%0.18%0.30%Q1 2022Q2 20234
Paul John Balson 440.16%0.22%0.25%Q1 2020Q4 20204
Standard Family Office LLC 310.00%0.24%0.34%Q4 2020Q3 20224
Elequin Capital, LP 210.00%0.01%0.02%Q1 2022Q2 20234
JACKSON SQUARE CAPITAL, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
OCCUDO QUANTITATIVE STRATEGIES LP 210.12%0.18%0.25%Q1 2021Q4 20224
Navalign, LLC 330.01%0.09%0.12%Q1 2021Q3 20214
MILES CAPITAL, INC. 440.15%0.23%0.31%Q2 2018Q1 20194
XTX Topco Ltd 210.06%0.15%0.24%Q1 2021Q1 20234
B. Metzler seel. Sohn & Co. Holding AG 440.07%0.08%0.08%Q4 2020Q3 20214
Capital CS Group, LLC 440.37%0.76%1.14%Q4 2020Q3 20214
F/M Investments LLC 311.78%2.29%2.55%Q1 2021Q2 20224
Wealth Advisory Solutions, LLC 220.05%0.07%0.10%Q3 2020Q3 20214
Oak Harvest Investment Services 440.92%1.23%1.52%Q1 2021Q4 20214
4J Wealth Management LLC 440.20%0.27%0.29%Q1 2021Q4 20214
GUARDIAN CAPITAL LP 310.00%0.01%0.01%Q4 2018Q3 20214
InterOcean Capital Group, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Sterling Manor Financial, LLC 440.36%0.46%0.68%Q4 2020Q3 20214
Alcosta Capital Management, Inc. 443.06%3.19%3.31%Q4 2020Q3 20214
FINANCIAL MANAGEMENT NETWORK INC 440.09%0.12%0.13%Q1 2021Q4 20214
Colonial River Wealth Management, LLC 440.09%0.47%1.48%Q4 2020Q3 20214
ADE, LLC 440.04%0.05%0.05%Q4 2020Q3 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 440.14%0.15%0.17%Q4 2020Q3 20214
STEADFAST CAPITAL MANAGEMENT LP 441.10%1.69%2.02%Q1 2021Q4 20214
SkyView Investment Advisors, LLC 440.06%0.10%0.12%Q4 2020Q3 20214
CADENCE CAPITAL MANAGEMENT LLC 310.02%0.04%0.05%Q1 2016Q2 20174
ENCOMPASS WEALTH ADVISORS, LLC 440.06%0.08%0.10%Q2 2021Q1 20224
Connectus Wealth, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Better Money Decisions, LLC 310.00%0.02%0.02%Q1 2021Q2 20224
Corsicana & Co. 440.16%0.22%0.32%Q4 2021Q3 20224
CV Advisors LLC 440.24%0.56%0.87%Q4 2021Q3 20224
Derbend Asset Management 440.34%0.45%0.59%Q2 2021Q1 20224
Accurate Wealth Management, LLC 310.02%0.16%0.23%Q2 2021Q4 20224
Octahedron Capital Management L.P. 442.28%2.90%3.89%Q4 2021Q3 20224
NorthCrest Asset Manangement, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
Ameritas Advisory Services, LLC 220.01%0.01%0.02%Q4 2021Q1 20234
MILESTONE WEALTH, LLC 440.02%0.06%0.14%Q4 2021Q3 20224
Cassady Schiller Wealth Management, LLC 310.00%0.01%0.01%Q4 2021Q2 20234
Stiles Financial Services Inc 440.18%0.29%0.43%Q4 2021Q3 20224
American Trust 440.02%0.04%0.07%Q4 2021Q3 20224
Steward Financial Group LLC 310.00%0.01%0.01%Q4 2021Q2 20234
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Barrier Capital Management, LLC 442.35%4.11%5.94%Q1 2022Q4 20224
Lloyd Park, LLC 440.34%0.74%1.07%Q4 2021Q3 20224
Red Tortoise LLC 310.00%0.00%0.00%Q3 2021Q2 20234
Eisler Capital (US) LLC 220.03%0.05%0.08%Q1 2023Q2 20234
GREEN SQUARE CAPITAL ADVISORS LLC 440.07%0.09%0.11%Q1 2018Q4 20184
WESTWOOD HOLDINGS GROUP INC 440.01%0.01%0.02%Q1 2022Q4 20224
UBS OCONNOR LLC 310.01%0.06%0.09%Q2 2018Q2 20194
DUPONT CAPITAL MANAGEMENT CORP 220.01%0.02%0.02%Q1 2019Q2 20214
PROFFITT & GOODSON INC 440.03%0.04%0.06%Q1 2022Q4 20224
Nationwide Fund Advisors 440.02%0.05%0.07%Q4 2016Q3 20174
FIRST CITIZENS BANK & TRUST CO 220.02%0.10%0.17%Q1 2019Q4 20214
BOURGEON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20204
FIRST FOUNDATION ADVISORS 440.02%0.12%0.25%Q1 2018Q4 20184
Bell Bank 440.03%0.03%0.03%Q4 2020Q3 20214
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q1 2021Q4 20214
HOWLAND CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q2 2021Q1 20224
LEVEL FOUR FINANCIAL, LLC 440.11%0.15%0.22%Q4 2020Q3 20214
ANGELO GORDON & CO., L.P. 440.25%0.30%0.39%Q1 2021Q4 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
WCM INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q2 20234
CIBC WORLD MARKETS CORP 210.06%0.11%0.18%Q2 2019Q4 20224
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.02%0.05%Q1 2016Q4 20204
OMERS ADMINISTRATION Corp 110.03%0.07%0.16%Q4 2015Q2 20234
BARRETT & COMPANY, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
GRIES FINANCIAL LLC 440.48%0.55%0.64%Q1 2021Q4 20214
HERSHEY TRUST CO 310.02%0.03%0.04%Q4 2018Q1 20204
Tuttle Capital Management, LLC 310.11%0.20%0.29%Q2 2020Q2 20214
ROTHSCHILD INVESTMENT LLC /IL 440.15%0.36%0.59%Q3 2021Q2 20224
Lowe Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
SECOR Capital Advisors, LP 210.04%0.11%0.14%Q1 2017Q1 20194
Riverview Trust Co 440.01%0.02%0.02%Q2 2022Q1 20234
Metis Global Partners, LLC 310.02%0.04%0.05%Q1 2022Q2 20234
GUARDIAN POINT CAPITAL, LP 220.62%0.63%0.65%Q4 2015Q1 20164
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.07%0.14%Q4 2018Q2 20234
Cunning Capital Partners, LP 441.06%3.84%4.80%Q4 2020Q3 20214
BOENNING & SCATTERGOOD, INC. 330.07%0.08%0.08%Q3 2020Q1 20213
Park Place Capital Corp 330.01%0.02%0.02%Q4 2022Q2 20233
RF&L WEALTH MANAGEMENT, LLC 330.44%0.47%0.48%Q4 2022Q2 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2017Q3 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
True Wealth Design, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
WESBANCO BANK INC 210.01%0.01%0.02%Q2 2021Q4 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.10%0.24%0.34%Q2 2020Q4 20203
Merit Financial Group, LLC 210.01%0.02%0.02%Q2 2021Q2 20233
Phoenix Holdings Ltd. 330.01%0.02%0.03%Q2 2020Q4 20203
ORRSTOWN FINANCIAL SERVICES INC 330.02%0.03%0.03%Q3 2018Q1 20193
BERYLSON CAPITAL PARTNERS, LLC 112.68%3.17%3.83%Q4 2018Q1 20223
OVERSEA-CHINESE BANKING Corp Ltd 330.24%0.32%0.36%Q4 2022Q2 20233
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 330.04%0.05%0.05%Q4 2022Q2 20233
Cravens & Co Advisors, LLC 330.31%0.34%0.35%Q4 2022Q2 20233
Segantii Capital Management Ltd 110.01%0.13%0.19%Q1 2017Q4 20223
PERISCOPE CAPITAL INC. 210.01%0.04%0.06%Q3 2018Q1 20223
Seawolf Capital, LLC 331.74%1.82%1.87%Q3 2016Q1 20173
CHICAGO TRUST Co NA 330.06%0.11%0.16%Q2 2021Q4 20213
DRW SECURITIES, L.L.C. 110.05%0.10%0.16%Q3 2022Q3 20223
Bollard Group LLC 210.00%0.04%0.12%Q2 2016Q1 20213
DCF Advisers, LLC 220.20%0.49%0.69%Q4 2019Q1 20203
MOORE CAPITAL MANAGEMENT, LP 210.09%0.30%0.69%Q4 2021Q2 20233
Truepoint, Inc. 210.01%0.02%0.04%Q3 2021Q3 20223
LBP AM SA 330.01%0.02%0.03%Q4 2022Q2 20233
Lombard Odier Asset Management (USA) Corp 210.01%0.02%0.02%Q2 2020Q2 20213
Verity Asset Management, Inc. 330.13%0.15%0.16%Q1 2021Q3 20213
Appaloosa LP 330.59%0.71%0.81%Q2 2020Q4 20203
HIGHSIDE GLOBAL MANAGEMENT LLC 331.55%2.64%4.53%Q4 2021Q2 20223
Quintet Private Bank (Europe) S.A. 210.00%0.01%0.01%Q2 2022Q2 20233
Westend Capital Management, LLC 331.14%1.53%1.86%Q1 2016Q3 20163
Sterling Capital Management LLC 330.03%0.03%0.04%Q4 2018Q2 20193
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Harvest Portfolios Group Inc. 330.04%0.05%0.05%Q4 2022Q2 20233
Jeneq Management LP 330.16%4.12%6.37%Q3 2021Q1 20223
LIBRA WEALTH LLC 330.01%0.09%0.14%Q4 2022Q2 20233
Optimal Asset Management, Inc. 330.09%0.09%0.10%Q1 2021Q3 20213
QUEST INVESTMENT MANAGEMENT LLC 330.43%0.45%0.47%Q1 2021Q3 20213
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Navigation Wealth Management, Inc. 330.04%0.12%0.29%Q1 2021Q3 20213
Calamos Wealth Management LLC 210.03%0.09%0.20%Q2 2020Q2 20223
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.01%0.02%0.02%Q4 2022Q2 20233
Lenox Wealth Management, Inc. 210.01%0.01%0.02%Q1 2019Q1 20203
FNY Partners Fund LP 210.00%0.01%0.02%Q4 2016Q1 20183
Colonial Trust Advisors 330.00%0.00%0.00%Q4 2022Q2 20233
Brown Advisory Securities, LLC 330.16%0.19%0.24%Q2 2018Q4 20183
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.14%0.17%Q1 2019Q3 20193
Morton Brown Family Wealth, LLC 210.00%0.08%0.12%Q4 2021Q1 20233
VISTA EQUITY PARTNERS MANAGEMENT, LLC 330.28%1.40%2.11%Q1 2019Q3 20193
APPLIED RESEARCH INVESTMENTS, LLC 330.78%1.03%1.23%Q2 2021Q4 20213
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LGT Fund Management Co Ltd. 330.07%0.28%0.60%Q4 2021Q2 20223
Paragon Capital Management LLC 210.00%0.00%0.00%Q1 2019Q1 20203
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 330.01%0.03%0.05%Q1 2016Q3 20163
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
SECURITY NATIONAL TRUST CO 330.01%0.07%0.18%Q4 2020Q2 20213
OKABENA INVESTMENT SERVICES INC 210.06%0.32%0.49%Q1 2021Q4 20213
ARMSTRONG ADVISORY GROUP, INC 330.00%0.00%0.00%Q4 2022Q2 20233
First PREMIER Bank 330.01%0.01%0.01%Q3 2019Q1 20203
PRW Wealth Management LLC 210.00%0.06%0.13%Q4 2018Q1 20213
McKinley Carter Wealth Services, Inc. 110.04%0.06%0.08%Q1 2018Q1 20193
Unigestion Holding SA 330.02%0.03%0.04%Q4 2020Q2 20213
Sanctuary Wealth Management, L.L.C. 110.01%0.01%0.01%Q1 2010Q2 20233
Baldrige Asset Management LLC 330.00%0.01%0.01%Q2 2021Q4 20213
Y-Intercept (Hong Kong) Ltd 110.03%0.09%0.16%Q4 2021Q2 20233
TCG Advisory Services, LLC 330.07%0.07%0.08%Q1 2021Q3 20213
Bleakley Financial Group, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
STEVENS CAPITAL MANAGEMENT LP 110.04%0.15%0.31%Q4 2017Q4 20193
Ribbit Bullfrog GP II, Ltd. 3328.34%28.99%29.50%Q4 2022Q2 20233
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
MCRAE CAPITAL MANAGEMENT INC 330.07%0.09%0.12%Q3 2021Q1 20223
RBF Capital, LLC 330.04%0.06%0.08%Q1 2021Q3 20213
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Capital Group Investment Management Pte. Ltd. 330.04%0.43%0.82%Q4 2022Q2 20233
Hall Private Wealth Advisors 210.13%0.19%0.24%Q4 2020Q3 20213
TLP GROUP LLC 210.13%0.21%0.26%Q1 2017Q4 20173
Requisite Capital Management, LLC 330.14%0.31%0.52%Q1 2020Q3 20203
Sassicaia Capital Advisers LLC 110.68%2.20%3.90%Q1 2021Q4 20223
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
Jafra Capital Management LP 330.92%2.00%3.44%Q4 2016Q2 20173
Integrated Wealth Management 330.00%0.00%0.00%Q1 2016Q3 20163
Corient Private Wealth LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Proem Advisors LLC 213.43%4.54%5.99%Q4 2020Q3 20213
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.01%0.02%Q2 2021Q4 20223
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
AMUSSEN HUNSAKER ASSOCIATES LLC 330.05%0.06%0.06%Q2 2021Q4 20213
MYDA Advisors LLC 210.31%0.37%0.47%Q3 2021Q2 20223
Pinnacle Holdings, LLC 110.00%0.03%0.06%Q3 2021Q1 20233
Naviter Wealth, LLC 330.09%0.10%0.10%Q2 2022Q4 20223
Intrinsic Edge Capital Management LLC 330.02%0.10%0.16%Q1 2021Q3 20213
WELD CAPITAL MANAGEMENT LLC 330.09%0.19%0.29%Q1 2019Q3 20193
GENERAL ELECTRIC CO 330.01%0.02%0.03%Q4 2015Q2 20163
Must Asset Management Inc. 330.58%0.69%0.88%Q1 2022Q3 20223
Palestra Capital Management LLC 211.18%2.29%3.16%Q3 2020Q2 20213
SCHF (GPE), LLC 330.47%0.67%0.99%Q4 2019Q2 20203
Matisse Capital 330.19%0.23%0.26%Q1 2021Q3 20213
Arabesque Asset Management Ltd 210.52%0.53%0.55%Q2 2020Q4 20213
Cyndeo Wealth Partners, LLC 330.02%0.03%0.04%Q4 2022Q2 20233
Blackhawk Capital Partners LLC. 330.02%0.03%0.03%Q4 2017Q2 20183
ADVISOR PARTNERS II, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
CIM, LLC 330.18%0.26%0.37%Q1 2018Q3 20183
WEDGEWOOD INVESTORS INC /PA/ 330.26%0.27%0.28%Q1 2021Q3 20213
Hoover Financial Advisors, Inc. 330.03%0.03%0.04%Q4 2020Q2 20213
SFMG, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
Arbor Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Joel Isaacson & Co., LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.01%0.01%Q3 2021Q2 20233
1776 Wealth LLC 330.01%0.18%0.28%Q4 2019Q2 20203
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Capitolis Advisors LLC 330.05%0.21%0.48%Q4 2020Q2 20213
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 330.00%0.00%0.00%Q4 2021Q2 20223
Colonial Trust Co / SC 330.00%0.00%0.00%Q4 2022Q2 20233
TLW Wealth Management, LLC 210.00%0.92%2.76%Q3 2019Q1 20213
Ballew Advisors, Inc 330.00%0.01%0.02%Q1 2018Q3 20183
Platform Technology Partners 210.09%0.10%0.11%Q4 2020Q3 20213
IBERIABANK CORP 210.02%0.03%0.04%Q3 2018Q2 20193
Full18 Capital LLC 330.63%1.26%1.63%Q2 2021Q4 20213
Franchise Capital Ltd 331.14%3.04%4.60%Q1 2021Q3 20213
GUARDIAN CAPITAL ADVISORS LP 330.03%0.05%0.07%Q2 2019Q4 20193
Benedetti & Gucer, Inc. 330.42%0.45%0.48%Q1 2021Q3 20213
M&G INVESTMENT MANAGEMENT LTD 330.00%0.00%0.00%Q1 2021Q3 20213
BREWIN DOLPHIN LTD 330.01%0.01%0.01%Q4 2021Q2 20223
Warther Private Wealth, LLC 330.41%0.63%0.76%Q2 2021Q4 20213
Beech Hill Advisors, Inc. 330.89%1.37%1.70%Q4 2021Q2 20223
NEVILLE RODIE & SHAW INC 330.02%0.03%0.05%Q3 2021Q1 20223
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2022Q2 20233
DSC Advisors, L.P. 110.09%0.13%0.20%Q4 2019Q1 20223
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
O'Neil Global Advisors, Inc. 331.06%1.31%1.62%Q1 2021Q3 20213
Jabre Capital Partners S.A. 330.02%0.06%0.11%Q4 2017Q2 20183
EJF Capital LLC 330.13%0.53%1.32%Q1 2022Q3 20223
PICTON MAHONEY ASSET MANAGEMENT 330.32%0.40%0.47%Q1 2021Q3 20213
J.P. Marvel Investment Advisors, LLC 330.75%0.81%0.87%Q3 2019Q1 20203
SageGuard Financial Group, LLC 330.50%0.51%0.52%Q4 2020Q2 20213
Busey Bank 210.01%0.01%0.01%Q4 2020Q3 20213
Castle Hook Partners LP 110.52%0.81%1.22%Q3 2021Q1 20233
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20213
IBEX WEALTH ADVISORS 110.01%0.25%0.74%Q3 2018Q3 20213
Global Wealth Strategies & Associates 330.00%0.00%0.00%Q4 2022Q2 20233
VIRGINIA RETIREMENT SYSTEMS ET AL 330.04%0.06%0.08%Q3 2020Q1 20213
New England Research & Management, Inc. 330.36%0.43%0.47%Q4 2018Q2 20193
STONERIDGE INVESTMENT PARTNERS LLC 330.18%0.43%0.73%Q1 2019Q3 20193
Caerus Investment Advisors, LLC 210.24%0.33%0.43%Q4 2021Q1 20233
CLOUGH CAPITAL PARTNERS L P 110.82%1.28%2.03%Q2 2019Q1 20223
Granite Point Capital Management, L.P. 210.06%0.18%0.36%Q4 2020Q2 20223
Johnson Financial Group, LLC 330.50%0.72%0.92%Q4 2021Q2 20223
Prentice Wealth Management LLC 330.03%0.03%0.04%Q1 2021Q3 20213
20/20 Capital Management, Inc. 330.09%0.10%0.10%Q4 2020Q2 20213
KB FINANCIAL PARTNERS, LLC 210.02%0.04%0.05%Q1 2021Q4 20213
Meeder Advisory Services, Inc. 330.03%0.05%0.06%Q4 2022Q2 20233
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 331.37%1.73%1.99%Q1 2017Q3 20173
Pinnacle Wealth Management Group, Inc. 330.18%0.30%0.36%Q2 2021Q4 20213
TURNER INVESTMENTS LLC 210.21%0.87%1.26%Q1 2016Q1 20173
MARINO, STRAM & ASSOCIATES LLC 210.00%0.02%0.06%Q4 2018Q2 20213
Pinnacle Private Wealth, LLC 330.12%0.21%0.29%Q4 2021Q2 20223
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.13%0.18%Q4 2016Q3 20193
LAM GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.02%0.05%Q2 2021Q3 20223
Y.D. More Investments Ltd 330.08%0.10%0.12%Q4 2022Q2 20233
Bank of New Hampshire 210.01%0.23%0.37%Q1 2022Q2 20233
SP Asset Management LLC 330.42%0.47%0.50%Q4 2022Q2 20233
Symphony Financial, Ltd. Co. 210.11%0.21%0.34%Q2 2020Q1 20213
Summit Financial Wealth Advisors, LLC 330.04%0.06%0.07%Q2 2021Q4 20213
CenterBook Partners LP 110.13%0.19%0.24%Q4 2021Q4 20223
SCOPUS ASSET MANAGEMENT, L.P. 110.21%0.55%0.99%Q1 2019Q1 20233
Register Financial Advisors LLC 330.02%0.02%0.03%Q4 2022Q2 20233
Twelve Points Wealth Management LLC 210.11%0.18%0.31%Q1 2022Q2 20233
Altus Wealth Management, LLC 330.15%0.16%0.17%Q1 2021Q3 20213
ING GROEP NV 330.00%0.01%0.01%Q2 2018Q4 20183
JB Capital LLC 330.02%0.03%0.04%Q3 2021Q1 20223
Venturi Wealth Management, LLC 210.02%0.02%0.02%Q1 2022Q2 20233
Coastal Bridge Advisors, LLC 210.38%0.46%0.59%Q1 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.04%0.10%Q4 2021Q1 20233
PIN OAK INVESTMENT ADVISORS INC 210.00%0.01%0.01%Q2 2019Q4 20203
Algebris (UK) Ltd 210.56%0.78%1.16%Q1 2018Q2 20203
QCM Cayman, Ltd. 210.34%1.21%2.46%Q4 2017Q4 20203
Brick & Kyle, Associates 330.01%0.01%0.02%Q3 2016Q1 20173
Jericho Capital Asset Management L.P. 212.60%3.88%5.55%Q1 2019Q1 20233
Soros Fund Management 110.01%0.14%0.21%Q4 2016Q2 20233
DEEPWATER ASSET MANAGEMENT, LLC 335.02%5.30%5.55%Q4 2022Q2 20233
PayPay Securities Corp 330.02%0.06%0.10%Q4 2022Q2 20233
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2021Q3 20213
New England Capital Financial Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
SIT INVESTMENT ASSOCIATES INC 330.00%0.00%0.00%Q4 2022Q2 20233
FIRST NATIONAL TRUST CO 330.02%0.05%0.07%Q4 2020Q2 20213
Kinneret Advisory, LLC 330.07%0.08%0.08%Q4 2022Q2 20233
YHB Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2021Q3 20213
SORA INVESTORS LLC 331.02%2.30%3.81%Q4 2022Q2 20233
Leverage Partners Absolute Return Fund SPC 210.18%0.78%1.18%Q4 2020Q1 20223
Greenland Capital Management LP 330.08%0.14%0.24%Q4 2022Q2 20233
Grove Bank & Trust 330.00%0.00%0.00%Q4 2022Q2 20233
MRP Capital Investments, LLC 330.02%0.05%0.06%Q4 2022Q2 20233
Kuvari Partners LLP 2123.15%50.95%100.00%Q2 2021Q3 20223
Industrial Alliance Investment Management Inc. 210.00%0.01%0.02%Q4 2021Q2 20233
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Rizvi Traverse Management, LLC 330.88%10.30%28.60%Q4 2015Q2 20163
Bank of Marin 330.25%0.31%0.41%Q4 2021Q2 20223
COLLECTIVE FAMILY OFFICE LLC 330.10%0.10%0.10%Q1 2021Q3 20213
INSIGNEO ADVISORY SERVICES, LLC 330.16%0.18%0.19%Q4 2022Q2 20233
NZS Capital, LLC 330.63%1.14%1.44%Q2 2021Q4 20213
Ergoteles LLC 210.33%0.86%1.38%Q3 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
PEAPACK GLADSTONE FINANCIAL CORP 330.00%0.01%0.01%Q3 2021Q1 20223
Mass Ave Global Inc. 210.20%0.31%0.52%Q4 2021Q4 20223
Future Financial Wealth Managment LLC 210.09%0.19%0.38%Q4 2020Q1 20223
L. Roy Papp & Associates, LLP 330.02%0.04%0.04%Q2 2021Q4 20213
SHERBROOKE PARK ADVISERS LLC 330.21%0.49%0.81%Q4 2022Q2 20233
VIAWEALTH, LLC 330.38%0.49%0.58%Q4 2022Q2 20233
Financial Freedom, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
LMR Partners LLP 110.04%0.30%0.59%Q3 2017Q2 20223
Candlestick Capital Management LP 110.14%0.52%1.05%Q2 2020Q1 20213
TIVERTON ASSET MANAGEMENT LLC 330.01%0.01%0.02%Q1 2019Q3 20193
Calvert Investment Management, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
Morling Financial Advisors, LLC 330.76%0.79%0.81%Q2 2022Q4 20223
Linden Thomas Advisory Services, LLC 330.11%0.12%0.12%Q4 2022Q2 20233
Biltmore Capital Advisors LLC 330.04%0.05%0.06%Q2 2021Q4 20213
Northeast Financial Group, Inc. 330.14%0.14%0.14%Q1 2021Q3 20213
St. Johns Investment Management Company, LLC 210.01%0.01%0.02%Q1 2020Q4 20203
Diametric Capital, LP 110.15%0.37%0.59%Q2 2019Q3 20222
Third Point 221.15%1.22%1.30%Q2 2020Q3 20202
LINDEN ADVISORS LP 110.07%0.09%0.12%Q1 2017Q1 20202
Steadfast Capital Management (UK) Ltd. 222.13%2.38%2.64%Q3 2021Q4 20212
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q2 20182
West Family Investments, Inc. 220.09%0.09%0.10%Q2 2021Q3 20212
SHEN NEIL NANPENG 220.52%0.63%0.74%Q1 2020Q2 20202
Destination Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
S.A. Mason LLC 220.04%0.04%0.04%Q4 2019Q1 20202
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.01%0.02%Q2 2018Q3 20182
CONTINENTAL ADVISORS LLC 220.94%0.94%0.94%Q4 2020Q1 20212
StrongBox Wealth, LLC 110.12%0.13%0.14%Q4 2020Q4 20212
One Charles Private Wealth Services, LLC 220.17%0.18%0.20%Q2 2021Q3 20212
Luxor Capital Group, LP 110.02%0.04%0.06%Q4 2019Q4 20212
VISTA FINANCE, LLC 220.73%0.84%0.95%Q4 2021Q1 20222
Carmel Capital Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
THOMPSON INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
DeDora Capital, Inc. 110.12%0.13%0.14%Q3 2021Q1 20222
MATHER GROUP, LLC. 220.00%0.01%0.01%Q4 2021Q1 20222
Trevian Wealth Management LLC 220.36%0.61%0.86%Q4 2021Q1 20222
Aperture Investors, LLC 110.06%0.28%0.50%Q3 2020Q3 20212
Highview Capital Management LLC/DE/ 110.21%0.22%0.23%Q4 2021Q3 20222
Waypoint Wealth Partners Inc. 220.07%0.07%0.08%Q1 2023Q2 20232
CARLSON CAPITAL L P 110.02%0.03%0.04%Q4 2020Q3 20212
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Alpha Paradigm Partners, LLC 220.11%0.51%0.91%Q4 2020Q1 20212
MPS Loria Financial Planners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Cerebellum GP, LLC 110.16%0.19%0.21%Q4 2018Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Greenwoods Asset Management Hong Kong Ltd. 220.17%0.57%0.98%Q1 2021Q2 20212
WEALTH EFFECTS LLC 220.19%0.21%0.24%Q4 2021Q1 20222
Scott & Selber, Inc. 220.83%0.86%0.89%Q4 2019Q1 20202
CHERRYDALE WEALTH MANAGEMENT, LLC 220.22%0.24%0.26%Q4 2021Q1 20222
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.11%0.22%Q3 2020Q1 20222
ANCORA FAMILY WEALTH ADVISORS, LLC 220.04%0.04%0.05%Q2 2016Q3 20162
Avalon Global Asset Management LLC 220.37%0.66%0.94%Q1 2022Q2 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.19%0.19%0.20%Q4 2021Q1 20222
York Capital Management Global Advisors, LLC 220.09%0.28%0.47%Q2 2021Q3 20212
True Capital Management 221.78%1.86%1.93%Q4 2022Q1 20232
Circle Wealth Management, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
STRYCKER VIEW CAPITAL LLC 225.04%5.13%5.22%Q2 2021Q3 20212
INCEPTIONR LLC 220.08%0.10%0.12%Q1 2023Q2 20232
Community Bank & Trust, Waco, Texas 220.07%0.07%0.07%Q2 2021Q3 20212
Beirne Wealth Consulting Services, LLC 220.24%0.25%0.25%Q2 2019Q3 20192
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Partners Group Holding AG 220.02%0.03%0.04%Q3 2021Q4 20212
CARDIFF PARK ADVISORS, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q2 2019Q3 20192
GUERRA PAN ADVISORS, LLC 220.27%0.31%0.35%Q4 2021Q1 20222
GenTrust, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Corton Capital Inc. 220.14%0.17%0.19%Q1 2023Q2 20232
Price Wealth, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Gratus Capital LLC 220.89%0.90%0.90%Q2 2021Q3 20212
Savant Capital, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Brouwer & Janachowski, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Parametrica Management Ltd 220.26%0.63%1.00%Q4 2020Q1 20212
Peregrine Asset Advisers, Inc. 111.08%1.21%1.34%Q3 2018Q1 20222
Fortis Capital Management LLC 221.03%1.12%1.20%Q2 2021Q3 20212
Mendel Capital Management LLC 220.21%0.22%0.24%Q4 2021Q1 20222
EFG Asset Management (North America) Corp. 220.81%0.81%0.82%Q4 2021Q1 20222
Resurgent Financial Advisors LLC 110.05%0.11%0.17%Q1 2022Q4 20222
Windmill Hill Asset Management Ltd 220.86%1.29%1.72%Q3 2020Q4 20202
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.03%0.03%Q3 2018Q2 20202
Karpus Management, Inc. 110.01%0.01%0.01%Q3 2018Q1 20212
Nilsine Partners, LLC 220.06%0.06%0.07%Q1 2023Q2 20232
Gunderson Capital Management Inc. 223.71%3.84%3.98%Q1 2019Q2 20192
Numen Capital LLP 222.83%3.89%4.95%Q4 2018Q1 20192
Polianta Ltd 110.57%0.64%0.71%Q4 2020Q2 20222
Haafor (Singapore) Pte. Ltd. 110.51%0.89%1.27%Q4 2019Q3 20202
Investmark Advisory Group LLC 220.22%0.22%0.22%Q4 2021Q1 20222
Alpha Square Group S, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Duquesne Family Office 110.63%0.68%0.74%Q2 2018Q2 20192
SAGE RHINO CAPITAL LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
Bleichroeder LP 220.05%0.11%0.18%Q4 2021Q1 20222
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2020Q2 20222
EMS Capital LP 220.23%0.49%0.75%Q4 2015Q1 20162
Audent Global Asset Management, LLC 110.27%0.36%0.46%Q3 2022Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Wealthgate Family Office, LLC 220.38%0.54%0.71%Q4 2020Q1 20212
David J Yvars Group 220.16%0.17%0.18%Q2 2021Q3 20212
Johnson & White Wealth Management, LLC 220.19%0.93%1.68%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
RFP Financial Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
ProVise Management Group, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Strategic Investment Solutions, Inc. /IL 220.00%0.00%0.01%Q1 2023Q2 20232
FIRST QUADRANT LLC/CA 220.00%0.00%0.00%Q3 2018Q4 20182
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.02%0.02%Q2 2018Q4 20222
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
Nordwand Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VitalStone Financial, LLC 220.01%0.02%0.03%Q4 2022Q1 20232
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q2 20232
Manchester Global Management (UK) Ltd 222.84%2.88%2.93%Q4 2022Q1 20232
Quarry LP 110.01%0.01%0.01%Q4 2022Q2 20232
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 221.01%1.02%1.03%Q1 2023Q2 20232
Astrantus Ltd 220.68%0.85%1.02%Q4 2021Q1 20222
GoalVest Advisory LLC 110.00%0.02%0.04%Q4 2020Q1 20232
Grey Street Capital, LLC 221.90%2.24%2.57%Q1 2023Q2 20232
Vinva Investment Management Ltd 220.02%0.05%0.08%Q1 2023Q2 20232
PFG Investments, LLC 220.14%0.16%0.19%Q1 2023Q2 20232
Yoder Wealth Management, Inc. 222.07%2.16%2.26%Q1 2023Q2 20232
TITLEIST ASSET MANAGEMENT, LLC 220.19%0.20%0.21%Q1 2023Q2 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GraniteShares Advisors LLC 220.16%0.16%0.17%Q4 2021Q1 20222
Clearwater Capital Advisors, LLC 110.02%0.03%0.03%Q1 2021Q3 20212
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Journey Advisory Group, LLC 220.07%0.07%0.08%Q4 2021Q1 20222
Alterity Financial Group, LLC 110.38%0.70%1.01%Q1 2021Q4 20212
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q1 2018Q2 20202
Harvest Capital Strategies LLC 220.01%0.02%0.04%Q1 2016Q2 20162
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.24%0.40%0.55%Q1 2017Q1 20202
Rikoon Group, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
SCOUT INVESTMENTS, INC. 220.26%0.49%0.71%Q3 2018Q4 20182
GREENWOOD CAPITAL ASSOCIATES LLC 220.58%0.59%0.61%Q4 2020Q1 20212
IFC Holdings Incorporated/FL 220.02%0.02%0.03%Q3 2017Q4 20172
Marshall Financial Group LLC 220.07%0.07%0.08%Q1 2023Q2 20232
JACOBS ASSET MANAGEMENT, LLC 110.36%0.64%0.92%Q4 2016Q4 20212
WATERS PARKERSON & CO., LLC 220.02%0.02%0.02%Q2 2021Q3 20212
PRECEPT MANAGEMENT LLC 220.51%0.68%0.86%Q4 2016Q1 20172
Kaizen Financial Strategies 110.21%0.24%0.27%Q4 2020Q4 20222
STANSBERRY ASSET MANAGEMENT, LLC 220.45%0.48%0.51%Q3 2019Q4 20192
Independent Portfolio Consultants, Inc. 220.07%0.08%0.10%Q1 2017Q2 20172
Alpha DNA Investment Management LLC 220.01%0.53%1.04%Q4 2020Q1 20212
Braver Wealth Management, LLC 220.03%0.04%0.04%Q3 2016Q4 20162
Bruderman Asset Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Apertura Capital, LLC 221.50%1.67%1.85%Q4 2016Q1 20172
Bridgefront Capital, LLC 110.25%0.25%0.26%Q4 2020Q4 20222
Zurich Insurance Group Ltd/FI 110.02%0.05%0.09%Q3 2017Q1 20192
DENVER INVESTMENT ADVISORS LLC 220.01%0.02%0.02%Q4 2016Q1 20172
MIRABELLA FINANCIAL SERVICES LLP 110.09%0.10%0.10%Q3 2020Q2 20212
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ThornTree Capital Partners LP 111.46%5.76%10.07%Q3 2019Q3 20212
MFA WEALTH ADVISORS, LLC 220.04%1.05%2.06%Q1 2020Q2 20202
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.01%0.01%0.02%Q1 2022Q2 20222
United Asset Strategies, Inc. 220.66%0.80%0.94%Q2 2018Q3 20182
Avalon Investment & Advisory 220.01%0.01%0.01%Q3 2020Q4 20202
BFSG, LLC 220.15%0.15%0.15%Q4 2020Q1 20212
OXFORD ASSET MANAGEMENT LLP 110.15%0.18%0.20%Q2 2019Q4 20192
Financial Avengers, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q2 2022Q1 20232
Myriad Asset Management Ltd. 110.06%0.40%0.74%Q3 2017Q1 20202
Segment Wealth Management, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Pensionfund DSM Netherlands 220.11%0.14%0.17%Q3 2021Q4 20212
N.E.W. Advisory Services LLC 220.07%0.07%0.07%Q3 2020Q4 20202
San Luis Wealth Advisors LLC 110.02%0.11%0.20%Q3 2021Q1 20222
Monument Capital Management 220.11%0.12%0.12%Q1 2021Q2 20212
Worm Capital, LLC 220.51%0.58%0.65%Q1 2020Q2 20202
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Conservest Capital Advisors, Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
ANALYTIC INVESTORS, LLC 220.08%0.13%0.19%Q2 2016Q3 20162
KANALY TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
GIRARD SECURITIES, INC. 220.20%0.24%0.28%Q2 2017Q3 20172
Newport Wealth Strategies, Inc. 220.27%0.30%0.32%Q1 2019Q2 20192
GAMBLE JONES INVESTMENT COUNSEL 220.02%0.02%0.03%Q3 2020Q4 20202
Delpha Capital Management, LLC 220.26%0.60%0.93%Q4 2017Q1 20182
PATTEN & PATTEN INC/TN 220.02%0.02%0.02%Q4 2020Q1 20212
JAMES INVESTMENT RESEARCH INC 110.01%0.01%0.01%Q4 2020Q3 20212
WealthShield Partners, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Arvest Bank Trust Division 220.02%0.02%0.02%Q2 2021Q3 20212
WEATHERBIE CAPITAL, LLC 110.04%0.04%0.05%Q2 2016Q4 20162
TIGER MANAGEMENT L.L.C. 110.16%0.27%0.38%Q3 2020Q2 20212
PRIVATE ASSET MANAGEMENT INC 220.06%0.06%0.06%Q4 2018Q1 20192
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
BBVA USA 220.02%0.02%0.03%Q2 2021Q3 20212
COHEN & STEERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
CHOREO, LLC 110.00%0.00%0.01%Q1 2017Q1 20232
Orland Properties Ltd 220.16%0.16%0.17%Q4 2022Q1 20232
Danda Trouve Investment Management, Inc. 110.00%0.00%0.01%Q4 2020Q3 20212
Hidden Lake Asset Management LP 111.93%2.43%2.92%Q2 2020Q1 20222
Blackstone Inc. 110.07%0.08%0.09%Q3 2016Q3 20192
HARBOURVEST PARTNERS LLC 110.14%0.49%0.84%Q4 2017Q4 20192
Filbrandt Wealth Management, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Taconic Capital Advisors LP 110.08%0.19%0.31%Q1 2022Q1 20222
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Hillhouse Capital Management 220.42%0.71%0.99%Q1 2019Q2 20192
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
WEALTHSOURCE PARTNERS, LLC 220.02%0.03%0.04%Q3 2020Q4 20202
WMG Financial Advisors, LLC 220.27%0.30%0.33%Q4 2021Q1 20222
Bell Rock Capital LLC 220.01%0.01%0.01%Q3 2019Q4 20192
BLB&B Advisors, LLC 110.02%0.02%0.03%Q4 2020Q3 20212
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
B. Riley Financial, Inc. 220.07%0.07%0.08%Q1 2018Q2 20182
NKCFO LLC 220.11%0.15%0.18%Q2 2021Q3 20212
CALDWELL & ORKIN INC 110.14%0.64%1.15%Q1 2017Q3 20172
NOVARE CAPITAL MANAGEMENT LLC 220.05%0.05%0.05%Q2 2021Q3 20212
ALPHASIMPLEX GROUP, LLC 110.09%0.10%0.11%Q4 2019Q1 20212
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Knowledge Leaders Capital, LLC 220.76%0.78%0.80%Q4 2022Q1 20232
MEITAV INVESTMENT HOUSE LTD 110.01%0.01%0.02%Q4 2019Q2 20202
KENNEDY CAPITAL MANAGEMENT LLC 220.09%0.10%0.11%Q4 2016Q1 20172
West Oak Capital, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
COWBIRD CAPITAL LP 228.33%9.04%9.76%Q3 2020Q4 20202
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.24%0.72%1.20%Q4 2020Q4 20202
Mount Yale Investment Advisors, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
Lee Capital Asset Management LLC 222.04%2.44%2.84%Q2 2019Q3 20192
Kemnay Advisory Services Inc. 110.06%0.08%0.11%Q1 2021Q3 20212
WealthOne, LLC 110.00%0.04%0.08%Q4 2018Q1 20222
Pacifica Partners Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Isomer Partners LP 110.72%2.30%3.87%Q4 2018Q4 20182
Dorsey & Whitney Trust CO LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Everhart Financial Group, Inc. 220.10%0.10%0.11%Q4 2022Q1 20232
G2 Investment Partners Management LLC 220.08%0.13%0.17%Q1 2018Q2 20182
FNY Managed Accounts LLC 110.16%0.21%0.27%Q1 2017Q4 20172
South Shore Capital Advisors 220.68%0.97%1.26%Q4 2020Q1 20212
Rollins Financial 110.07%0.09%0.11%Q2 2021Q1 20222
EWG Elevate Inc. 110.05%0.06%0.08%Q2 2021Q4 20222
WESTERN FINANCIAL Corp 220.61%0.66%0.70%Q2 2021Q3 20212
MENTA CAPITAL LLC 220.07%0.08%0.09%Q2 2017Q3 20172
MANE GLOBAL CAPITAL MANAGEMENT LP 111.63%2.89%4.14%Q4 2022Q2 20232
MONETTA FINANCIAL SERVICES INC 220.48%0.54%0.60%Q2 2018Q3 20182
Baltimore-Washington Financial Advisors, Inc. 220.03%0.03%0.03%Q3 2021Q4 20212
TWIN CAPITAL MANAGEMENT INC 220.16%0.22%0.28%Q3 2021Q4 20212
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
West Branch Capital LLC 220.16%0.27%0.37%Q2 2018Q3 20182
Gateway Advisory, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
CX Institutional 220.00%0.04%0.08%Q2 2022Q3 20222
Castleview Partners, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
TIG Advisors, LLC 220.09%0.14%0.20%Q3 2021Q4 20212
Outlook Wealth Advisors, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
Voya Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
DAGCO, INC. 220.18%0.19%0.20%Q3 2020Q4 20202
Alaethes Wealth LLC 220.00%0.00%0.00%Q3 2021Q4 20212
PRAGMA GESTAO DE PATRIMONIO LTD 221.93%2.64%3.34%Q4 2021Q1 20222
Pentwater Capital Management LP 220.02%0.06%0.09%Q4 2021Q1 20222
Skaana Management L.P. 110.09%0.47%0.85%Q1 2023Q1 20232
Orbitronix, LP 220.17%0.20%0.23%Q1 2016Q2 20162
Hound Partners 220.60%0.61%0.62%Q1 2022Q2 20222
OSTRUM ASSET MANAGEMENT 220.02%0.02%0.03%Q1 2023Q2 20232
All Terrain Financial Advisors, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Kiwi Wealth Investments Limited Partnership 110.09%0.13%0.16%Q1 2020Q2 20232
Capstone Financial Group, Inc. 220.04%0.04%0.04%Q2 2020Q3 20202
FORVIS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Brevan Howard Capital Management LP 220.40%0.62%0.84%Q4 2020Q1 20212
Vigilare Wealth Management 110.15%0.20%0.26%Q1 2020Q4 20212
Par Capital Management 110.02%0.30%0.58%Q1 2022Q2 20232
CMC Financial Group 221.62%1.64%1.66%Q2 2019Q3 20192
Regency Capital Management Inc.\DE 220.00%0.06%0.11%Q2 2021Q3 20212
Revolve Wealth Partners, LLC 220.08%0.09%0.09%Q4 2021Q1 20222
Hall Kathryn A. 110.36%0.76%1.15%Q2 2017Q2 20192
Threshold Group LLC 220.09%0.10%0.11%Q2 2016Q3 20162
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
AnglePoint Asset Management Ltd 223.90%5.37%6.84%Q2 2022Q3 20222
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Passport Capital, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Triumph Capital Management 110.37%0.37%0.37%Q2 2021Q2 20211
Ironvine Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Geduld E E 110.35%0.35%0.35%Q3 2016Q3 20161
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Northwest Capital Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
VIRIDIAN RIA, LLC 110.38%0.38%0.38%Q1 2019Q1 20191
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
United American Securities Inc. (d/b/a UAS Asset Management) 110.24%0.24%0.24%Q2 2021Q2 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Leap Investments LP 110.29%0.29%0.29%Q2 2020Q2 20201
ClearBridge Investments 110.07%0.07%0.07%Q2 2023Q2 20231
FIDUCIENT ADVISORS LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
LANSDOWNE PARTNERS (UK) LLP 110.01%0.01%0.01%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Marcum Wealth, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Woodline Partners LP 110.00%0.00%0.00%Q2 2023Q2 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NexWave Capital Partners LLC 110.54%0.54%0.54%Q4 2021Q4 20211
Keystone Financial Group 110.05%0.05%0.05%Q3 2021Q3 20211
MIK Capital, LP 111.47%1.47%1.47%Q1 2021Q1 20211
TBH Global Asset Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Olympiad Research LP 110.13%0.13%0.13%Q3 2020Q3 20201
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Trustees of Princeton University 115.85%5.85%5.85%Q1 2020Q1 20201
ACT CAPITAL MANAGEMENT, LLC 110.46%0.46%0.46%Q3 2022Q3 20221
DOLIVER ADVISORS, LP 110.07%0.07%0.07%Q1 2022Q1 20221
Raging Capital Management, LLC 110.89%0.89%0.89%Q4 2018Q4 20181
Artal Group S.A. 110.08%0.08%0.08%Q3 2019Q3 20191
Opus Capital Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
DAVIDSON KEMPNER PARTNERS 110.13%0.13%0.13%Q1 2023Q1 20231
OPTIONS SOLUTIONS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Quantitative Investment Management, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
WIM Asset Management (HK) Ltd 110.88%0.88%0.88%Q4 2018Q4 20181
Ovata Capital Management Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cordasco Financial Network 110.00%0.00%0.00%Q3 2021Q3 20211
Durable Capital Partners LP 110.44%0.44%0.44%Q4 2020Q4 20201
Prime Capital Management Co Ltd 114.95%4.95%4.95%Q3 2020Q3 20201
Comprehensive Financial Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Strategic Vision Investment Ltd 110.46%0.46%0.46%Q4 2020Q4 20201
Sturgeon Ventures LLP 110.45%0.45%0.45%Q3 2018Q3 20181
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
GTS SECURITIES LLC 110.11%0.11%0.11%Q2 2023Q2 20231
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Three Peaks Capital Management, LLC 110.54%0.54%0.54%Q3 2018Q3 20181
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.01%0.01%0.01%Q4 2017Q4 20171
ARROWGRASS CAPITAL PARTNERS (US) LP 110.06%0.06%0.06%Q1 2017Q1 20171
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Ninepoint Partners LP 110.08%0.08%0.08%Q2 2023Q2 20231
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
AJO, LP 110.09%0.09%0.09%Q3 2020Q3 20201
SENTRY INVESTMENT MANAGEMENT LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Tatro Capital, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
Fore Capital, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Abbot Financial Management, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
ENA Investment Capital LLP 1183.37%83.37%83.37%Q3 2018Q3 20181
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BHK Investment Advisors, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Intercontinental Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BERRY GROUP, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Concert Wealth Management Inc. 110.03%0.03%0.03%Q1 2017Q1 20171
Skylands Capital, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Fundamentum, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Pinpoint Asset Management Ltd 110.96%0.96%0.96%Q2 2020Q2 20201
JS Capital Management LLC 110.83%0.83%0.83%Q3 2021Q3 20211
Portland Ltd 1135.51%35.51%35.51%Q3 2022Q3 20221
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Timber Hill LLC 110.00%0.00%0.00%Q1 2017Q1 20171
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Andar Capital Management HK Ltd 112.87%2.87%2.87%Q1 2021Q1 20211
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BREAKLINE CAPITAL LLC 111.08%1.08%1.08%Q4 2020Q4 20201
Donoghue Forlines LLC 110.44%0.44%0.44%Q3 2020Q3 20201
AWM CAPITAL, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
DOCKYARD CAPITAL MANAGEMENT LP 115.28%5.28%5.28%Q4 2021Q4 20211
High Note Wealth, LLC 110.50%0.50%0.50%Q4 2021Q4 20211
Ascendant Capital Management, LLC 110.82%0.82%0.82%Q3 2021Q3 20211
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
Artisan Partners Limited Partnership 110.16%0.16%0.16%Q1 2020Q1 20201
Airain ltd 110.04%0.04%0.04%Q4 2016Q4 20161
Spotlight Asset Group, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HYA Advisors, Inc 110.09%0.09%0.09%Q4 2021Q4 20211
FLOW TRADERS U.S. LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Arena Investors LP 110.00%0.00%0.00%Q3 2022Q3 20221
One Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Headlands Technologies LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Fortis Group Advisors, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Narus Financial Partners, LLC 110.13%0.13%0.13%Q1 2023Q1 20231
One01 Capital, LP 115.18%5.18%5.18%Q4 2020Q4 20201
Hickory Lane Capital Management LP 112.95%2.95%2.95%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Gillson Capital LP 111.20%1.20%1.20%Q4 2022Q4 20221
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Voleon Capital Management LP 113.84%3.84%3.84%Q4 2020Q4 20201
RKL Wealth Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
SAPPHIRE VENTURES, L.L.C. 1120.37%20.37%20.37%Q4 2016Q4 20161
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
Sageworth Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
Hutchin Hill Capital, LP 110.04%0.04%0.04%Q4 2016Q4 20161
Boltwood Capital Management 110.10%0.10%0.10%Q3 2021Q3 20211
Polen Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
FARR MILLER & WASHINGTON LLC/DC 110.03%0.03%0.03%Q2 2020Q2 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Ostrum Asset Management U.S., LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
ALGERT GLOBAL LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
DELTEC ASSET MANAGEMENT LLC 110.13%0.13%0.13%Q4 2020Q4 20201
JAT Capital Mgmt LP 113.32%3.32%3.32%Q1 2023Q1 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q4 2022Q4 20221
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Anson Funds Management LP 110.44%0.44%0.44%Q4 2020Q4 20201
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Bowie Capital Management, LLC 115.08%5.08%5.08%Q3 2018Q3 20181
EverPoint Asset Management, LLC 110.48%0.48%0.48%Q3 2016Q3 20161
IVY LANE CAPITAL MANAGEMENT, LLC 112.65%2.65%2.65%Q2 2023Q2 20231
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DC Investments Management, LLC 110.55%0.55%0.55%Q4 2020Q4 20201
Lyon Street Capital, LLC 112.24%2.24%2.24%Q3 2020Q3 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
JT Stratford LLC 110.24%0.24%0.24%Q3 2021Q3 20211
WATER ISLAND CAPITAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
McCarthy Asset Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Pinz Capital Management, LP 110.81%0.81%0.81%Q4 2019Q4 20191
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wells Financial Advisors INC 110.06%0.06%0.06%Q4 2020Q4 20201
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Golden State Equity Partners 110.07%0.07%0.07%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
APOGEM CAPITAL LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Retirement Planning Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Lebenthal Global Advisors, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Sovereign Financial Group, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
Tacita Capital Inc 110.00%0.00%0.00%Q2 2023Q2 20231
BESSEMER SECURITIES LLC 110.23%0.23%0.23%Q1 2021Q1 20211
Continuum Advisory, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
PATTON ALBERTSON MILLER GROUP, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Bronson Point Management LLC 111.57%1.57%1.57%Q3 2021Q3 20211
Egerton Capital (UK) LLP 110.53%0.53%0.53%Q3 2021Q3 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BW Gestao de Investimentos Ltda. 110.00%0.00%0.00%Q3 2019Q3 20191
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Triatomic Management LP 110.59%0.59%0.59%Q4 2021Q4 20211
SONA ASSET MANAGEMENT (US) LLC 110.77%0.77%0.77%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BOULDER HILL CAPITAL MANAGEMENT LP 110.55%0.55%0.55%Q4 2021Q4 20211
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q4 2016Q4 20161
Pallas Capital Advisors LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
regents capital Ltd 111.61%1.61%1.61%Q2 2021Q2 20211
Metavasi Capital LP 110.53%0.53%0.53%Q4 2021Q4 20211
SELDON CAPITAL LP 110.42%0.42%0.42%Q4 2021Q4 20211
Axiom Investment Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.20%0.20%0.20%Q2 2020Q2 20201
Accredited Investors Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Polaris Wealth Advisory Group, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
KANHA CAPITAL, LP 112.69%2.69%2.69%Q4 2016Q4 20161
Blue Rock Advisors, LLC 111.23%1.23%1.23%Q3 2020Q3 20201
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
HST Ventures, LLC 111.70%1.70%1.70%Q4 2022Q4 20221
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brown University 111.61%1.61%1.61%Q2 2020Q2 20201
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Columbia Asset Management 110.03%0.03%0.03%Q3 2018Q3 20181
Titan Capital Management, LLC /TX 110.44%0.44%0.44%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Vahanian & Associates Financial Planning Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
Delphia (USA) Inc. 110.33%0.33%0.33%Q2 2023Q2 20231
Cumberland Partners Ltd 110.04%0.04%0.04%Q2 2023Q2 20231
Capricorn Fund Managers Ltd 111.13%1.13%1.13%Q2 2023Q2 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.10%0.10%0.10%Q4 2021Q4 20211
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
IRON Financial LLC 110.17%0.17%0.17%Q3 2018Q3 20181
Stonegate Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Sender Co & Partners, Inc. 111.21%1.21%1.21%Q4 2021Q4 20211
Ibex Investors LLC 110.14%0.14%0.14%Q3 2018Q3 20181
Liberty Mutual Group Asset Management Inc. 110.06%0.06%0.06%Q4 2018Q4 20181
1620 INVESTMENT ADVISORS, INC. 110.43%0.43%0.43%Q1 2023Q1 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Eagle Strategies LLC 110.09%0.09%0.09%Q4 2021Q4 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Virtus ETF Advisers LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Perfromance Wealth Partners, LLC 110.69%0.69%0.69%Q4 2021Q4 20211
WFG Advisors, LP 110.00%0.00%0.00%Q3 2016Q3 20161
PRIMORIS WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
CAT ROCK CAPITAL MANAGEMENT LP 113.49%3.49%3.49%Q3 2019Q3 20191
Nauset Wealth Management. LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.50%0.50%0.50%Q1 2023Q1 20231
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Joseph Group Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Intelligent Financial Strategies 110.01%0.01%0.01%Q1 2022Q1 20221
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Edgestream Partners, L.P. 110.04%0.04%0.04%Q1 2023Q1 20231
BIVIN & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Artemis Investment Management LLP 110.20%0.20%0.20%Q3 2021Q3 20211
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 111.20%1.20%1.20%Q1 2022Q1 20221
REGATTA CAPITAL GROUP, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Caldera Capital, LLC 110.60%0.60%0.60%Q3 2019Q3 20191
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
CLEARFIELD CAPITAL MANAGEMENT LP 1112.37%12.37%12.37%Q4 2019Q4 20191
COMMONS CAPITAL, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Vienna Asset Management LLC 110.52%0.52%0.52%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
BLUE SQUARE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
WHITE SQUARE CAPITAL LLP 113.04%3.04%3.04%Q4 2020Q4 20201
Carter Financial Group, INC. 110.90%0.90%0.90%Q1 2022Q1 20221
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
River Wealth Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TradeLink Capital LLC 110.84%0.84%0.84%Q2 2020Q2 20201
Greenwoods Asset Management Ltd 110.09%0.09%0.09%Q4 2020Q4 20201
Lavaca Capital LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Carr Financial Group Corp 110.09%0.09%0.09%Q1 2023Q1 20231
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Catalyst Wealth Management, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
ASTURIAS CAPITAL LLC 113.61%3.61%3.61%Q4 2019Q4 20191
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Point72 Middle East FZE 110.03%0.03%0.03%Q4 2022Q4 20221
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Ausbil Investment Management Ltd 110.20%0.20%0.20%Q1 2023Q1 20231
Portman Square Capital LLP 110.03%0.03%0.03%Q4 2022Q4 20221
McCarthy Grittinger Financial Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Portside Wealth Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Nemes Rush Group LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LAZARI CAPITAL MANAGEMENT, INC. 110.26%0.26%0.26%Q2 2023Q2 20231
UniSuper Management Pty Ltd 110.25%0.25%0.25%Q2 2023Q2 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
ENDICOTT MANAGEMENT CO 110.21%0.21%0.21%Q3 2016Q3 20161
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CNA FINANCIAL CORP 110.68%0.68%0.68%Q4 2020Q4 20201
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jackson Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
CLEAR INVESTMENT RESEARCH, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BKS ADVISORS, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
BANK OF HAWAII 110.02%0.02%0.02%Q4 2017Q4 20171
Telemetry Investments, L.L.C. 110.33%0.33%0.33%Q4 2022Q4 20221
Tech Square Trading LP 110.89%0.89%0.89%Q1 2019Q1 20191
CLINTON GROUP INC 110.06%0.06%0.06%Q4 2017Q4 20171
USA FINANCIAL FORMULAS 110.21%0.21%0.21%Q1 2021Q1 20211
CABOT WEALTH MANAGEMENT INC 110.15%0.15%0.15%Q3 2021Q3 20211
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.10%0.10%0.10%Q1 2017Q1 20171
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q2 2020Q2 20201
COWEN AND COMPANY, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
DG CAPITAL MANAGEMENT INC 111.06%1.06%1.06%Q3 2016Q3 20161
Bank Pictet & Cie (Europe) AG 110.01%0.01%0.01%Q1 2021Q1 20211
FineMark National Bank & Trust 110.02%0.02%0.02%Q2 2018Q2 20181
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.53%0.53%0.53%Q2 2018Q2 20181
Private Advisory Group LLC 110.11%0.11%0.11%Q4 2021Q4 20211
COZAD ASSET MANAGEMENT INC 110.02%0.02%0.02%Q3 2021Q3 20211
ALTFEST L J & CO INC 110.05%0.05%0.05%Q1 2022Q1 20221
SENTINEL TRUST CO LBA 110.05%0.05%0.05%Q4 2021Q4 20211
MJP ASSOCIATES INC /ADV 110.12%0.12%0.12%Q3 2021Q3 20211
KENSICO CAPITAL MANAGEMENT CORP 110.67%0.67%0.67%Q1 2022Q1 20221
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2016Q1 20161
Amplify Investments, LLC 116.51%6.51%6.51%Q1 2018Q1 20181
Grisanti Capital Management LLC 110.05%0.05%0.05%Q1 2019Q1 20191
MCDANIEL TERRY & CO 110.03%0.03%0.03%Q1 2022Q1 20221
NWI MANAGEMENT LP 111.89%1.89%1.89%Q1 2021Q1 20211
Gruss & Co., LLC 111.38%1.38%1.38%Q4 2020Q4 20201
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2022Q1 20221
CHURCHILL MANAGEMENT Corp 110.10%0.10%0.10%Q3 2021Q3 20211
AHL Partners LLP 110.01%0.01%0.01%Q3 2017Q3 20171
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.35%0.35%0.35%Q4 2021Q4 20211
NorthRock Partners, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Thrax Management, LLC 110.45%0.45%0.45%Q4 2016Q4 20161
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2016Q3 20161
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2021Q2 20211
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Argent Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Cowen Prime Services LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Friedenthal Financial 110.49%0.49%0.49%Q1 2023Q1 20231
ARISTEIA CAPITAL LLC 110.50%0.50%0.50%Q1 2017Q1 20171
BIRINYI ASSOCIATES INC 110.08%0.08%0.08%Q2 2021Q2 20211
MAZAMA CAPITAL MANAGEMENT INC 110.11%0.11%0.11%Q4 2015Q4 20151
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2021Q3 20211
SoftBank Group 110.62%0.62%0.62%Q2 2020Q2 20201
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q4 2016Q4 20161
S. R. Schill & Associates 110.19%0.19%0.19%Q3 2021Q3 20211
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Boussard & Gavaudan Investment Management LLP 111.66%1.66%1.66%Q3 2021Q3 20211
Discovery Value Fund 110.02%0.02%0.02%Q2 2021Q2 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
VisionPoint Advisory Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Parian Global Management LP 113.89%3.89%3.89%Q3 2019Q3 20191
First Washington CORP 110.95%0.95%0.95%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CORNERCAP INVESTMENT COUNSEL INC 110.18%0.18%0.18%Q2 2023Q2 20231
Oak Thistle LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Delta Investment Management, LLC 110.74%0.74%0.74%Q1 2021Q1 20211
Lee Capital Holdings LLC 110.93%0.93%0.93%Q4 2021Q4 20211
North Peak Capital Management, LLC 1115.00%15.00%15.00%Q1 2020Q1 20201
CloudAlpha Capital Management Limited/Hong Kong 110.18%0.18%0.18%Q4 2020Q4 20201
Optima Fund Management LLC 111.86%1.86%1.86%Q4 2018Q4 20181
HHLR ADVISORS, LTD. 110.36%0.36%0.36%Q3 2019Q3 20191
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Horrell Capital Management, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q4 2020Q4 20201
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
FORA Capital, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Braun-Bostich & Associates Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
Susquehanna International Group Ltd. 110.13%0.13%0.13%Q3 2021Q3 20211
Hillsdale Investment Management Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Yong Rong (HK) Asset Management Ltd 1111.00%11.00%11.00%Q2 2022Q2 20221
Fulcrum Equity Management 110.10%0.10%0.10%Q3 2020Q3 20201
Telemark Asset Management, LLC 110.47%0.47%0.47%Q1 2019Q1 20191
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.10%0.10%0.10%Q4 2020Q4 20201
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
Ashler Capital LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Rossmore Private Capital 110.05%0.05%0.05%Q1 2021Q1 20211
Ferguson Shapiro LLC 110.30%0.30%0.30%Q1 2023Q1 20231
Artemis Wealth Advisors, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
L.M. KOHN & COMPANY 110.13%0.13%0.13%Q1 2022Q1 20221
Guidance Point Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Frisch Financial Group, Inc. 110.09%0.09%0.09%Q1 2021Q1 20211
Campbell & CO Investment Adviser LLC 110.57%0.57%0.57%Q4 2021Q4 20211
WealthTrust Axiom LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Trek Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ocean Capital Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
MANA Advisors LLC 110.91%0.91%0.91%Q4 2019Q4 20191
External links

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