BLOCK INC shareholder history

Current and past BLOCK INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 28280.00%0.12%0.64%Q4 2015Q3 202284
SUSQUEHANNA INTERNATIONAL GROUP, LLP 28280.00%0.10%0.39%Q4 2015Q3 202283
CITIGROUP INC 28280.00%0.04%0.15%Q4 2015Q3 202281
Walleye Trading LLC 28280.00%0.25%1.27%Q4 2015Q3 202279
BARCLAYS PLC 28280.00%0.05%0.16%Q4 2015Q3 202279
Citadel Advisors 28280.00%0.08%0.26%Q4 2015Q3 202277
UBS Group AG 28280.00%0.05%0.21%Q4 2015Q3 202272
WOLVERINE TRADING, LLC 1690.00%0.08%0.34%Q2 2016Q3 202272
JANE STREET GROUP, LLC 28280.00%0.07%0.22%Q4 2015Q3 202270
D. E. Shaw & Co., Inc. 24240.00%0.19%0.84%Q4 2016Q3 202269
BANK OF AMERICA CORP /DE/ 28280.00%0.01%0.08%Q4 2015Q3 202267
Parallax Volatility Advisers, L.P. 2140.00%0.08%0.44%Q2 2016Q3 202266
ROYAL BANK OF CANADA 28280.00%0.02%0.12%Q4 2015Q3 202265
GOLDMAN SACHS GROUP INC 25250.00%0.06%0.36%Q3 2016Q3 202263
BNP PARIBAS ARBITRAGE, SNC 26260.00%0.04%0.23%Q1 2016Q2 202260
CAPITAL FUND MANAGEMENT S.A. 22220.00%0.31%1.27%Q2 2017Q3 202258
TWO SIGMA INVESTMENTS, LP 26260.00%0.11%0.57%Q4 2015Q1 202258
CREDIT SUISSE AG/ 28280.00%0.06%0.36%Q4 2015Q3 202256
TWO SIGMA SECURITIES, LLC 1210.00%0.10%0.59%Q3 2016Q3 202255
Twin Tree Management, LP 22220.00%0.16%0.66%Q2 2017Q3 202255
HAP Trading, LLC 1110.00%0.25%2.36%Q3 2016Q3 202254
NOMURA HOLDINGS INC 2120.00%0.09%0.88%Q4 2015Q3 202252
Creative Planning 28280.00%0.05%0.46%Q4 2015Q3 202250
MILLENNIUM MANAGEMENT LLC 1720.00%0.05%0.24%Q4 2015Q3 202249
BANK OF MONTREAL /CAN/ 28280.00%0.03%0.42%Q4 2015Q3 202248
HSBC HOLDINGS PLC 22220.00%0.08%0.30%Q2 2017Q3 202247
PEAK6 Investments LLC 17170.00%0.30%0.91%Q3 2018Q3 202245
HighTower Advisors, LLC 26260.00%0.03%0.10%Q2 2016Q3 202244
WELLS FARGO & COMPANY/MN 28280.00%0.03%0.13%Q4 2015Q3 202244
Invesco Ltd. 26260.00%0.01%0.15%Q2 2016Q3 202242
XR Securities LLC 18180.00%0.16%0.73%Q2 2018Q3 202239
Financial Architects, Inc 25250.00%0.04%0.17%Q1 2016Q1 202238
PRELUDE CAPITAL MANAGEMENT, LLC 860.01%0.08%0.44%Q1 2017Q3 202238
Paloma Partners Management Co 1210.00%0.09%0.78%Q2 2017Q3 202238
WOLVERINE ASSET MANAGEMENT LLC 1810.00%0.11%0.49%Q1 2017Q1 202235
Jefferies Group LLC 1710.00%0.12%1.84%Q1 2016Q3 202235
DEUTSCHE BANK AG\ 28280.00%0.04%0.16%Q4 2015Q3 202234
BALYASNY ASSET MANAGEMENT LLC 810.00%0.05%0.27%Q1 2016Q3 202233
US BANCORP \DE\ 28280.00%0.05%0.15%Q4 2015Q3 202232
Squarepoint Ops LLC 810.00%0.06%0.29%Q3 2016Q3 202232
Centiva Capital, LP 14140.01%0.07%0.28%Q2 2019Q3 202232
Mizuho Markets Cayman LP 11110.01%1.37%10.84%Q1 2020Q3 202231
Daiwa Securities Group Inc. 20200.00%0.02%0.11%Q4 2017Q3 202230
Moors & Cabot, Inc. 1910.00%0.09%0.22%Q3 2016Q3 202229
CSS LLC/IL 910.01%0.04%0.24%Q4 2017Q1 202229
TUDOR INVESTMENT CORP ET AL 20200.00%0.08%0.25%Q4 2017Q3 202229
MUFG Securities EMEA plc 1530.01%0.30%4.82%Q4 2017Q3 202229
GEODE CAPITAL MANAGEMENT, LLC 28280.00%0.05%0.13%Q4 2015Q3 202228
VOYA INVESTMENT MANAGEMENT LLC 28280.00%0.03%0.41%Q4 2015Q3 202228
BlackRock Inc. 28280.00%0.05%0.14%Q4 2015Q3 202228
IFP Advisors, Inc 14130.00%0.04%0.08%Q4 2015Q3 202228
FMR LLC 28280.00%0.10%0.30%Q4 2015Q3 202228
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 28280.00%0.38%0.78%Q4 2015Q3 202228
CREDIT AGRICOLE S A 1520.00%0.10%0.30%Q4 2016Q3 202228
ARK Investment Management 2030.00%3.21%6.81%Q4 2016Q3 202228
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 28280.00%0.00%0.00%Q4 2015Q3 202228
STATE OF WISCONSIN INVESTMENT BOARD 28280.00%0.05%0.14%Q4 2015Q3 202228
Focused Wealth Management, Inc 28280.00%0.03%0.11%Q4 2015Q3 202228
NORTHERN TRUST CORP 28280.00%0.04%0.11%Q4 2015Q3 202228
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 28280.00%0.08%0.21%Q4 2015Q3 202228
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 28280.00%0.05%0.16%Q4 2015Q3 202228
VANGUARD GROUP INC 28280.00%0.07%0.15%Q4 2015Q3 202228
Bank of New York Mellon Corp 28280.00%0.07%0.17%Q4 2015Q3 202228
BLAIR WILLIAM & CO/IL 28280.01%0.10%0.41%Q4 2015Q3 202228
Capital World Investors 28280.01%0.14%0.37%Q4 2015Q3 202228
NEW YORK STATE COMMON RETIREMENT FUND 28280.00%0.08%0.23%Q4 2015Q3 202228
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 28280.00%0.08%0.23%Q4 2015Q3 202228
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.04%0.18%Q3 2016Q3 202228
Laurion Capital Management LP 770.01%0.25%0.87%Q2 2018Q4 202128
GLENMEDE TRUST CO NA 28280.00%0.00%0.01%Q4 2015Q3 202228
MORGAN STANLEY 28280.00%0.30%1.10%Q4 2015Q3 202228
STATE STREET CORP 28280.00%0.04%0.11%Q4 2015Q3 202228
INVESTMENT HOUSE LLC 27270.04%0.61%1.42%Q1 2016Q3 202227
JPMORGAN CHASE & CO 2520.00%0.05%0.16%Q4 2015Q3 202227
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 27270.00%0.04%0.10%Q1 2016Q3 202227
Cubist Systematic Strategies, LLC 2030.01%0.07%0.26%Q3 2016Q3 202227
SEI INVESTMENTS CO 27270.00%0.04%0.19%Q1 2016Q3 202227
Geneos Wealth Management Inc. 27270.00%0.02%0.07%Q1 2016Q3 202227
FIRST TRUST ADVISORS LP 27270.00%0.05%0.16%Q1 2016Q3 202227
MANUFACTURERS LIFE INSURANCE COMPANY, THE 27270.00%0.00%0.01%Q1 2016Q3 202227
BLUESTEIN R H & CO LLC 27270.01%0.11%1.29%Q1 2016Q3 202227
AdvisorNet Financial, Inc 20200.00%0.07%0.15%Q4 2017Q3 202227
LPL Financial LLC 24240.00%0.04%0.11%Q4 2016Q3 202227
RHUMBLINE ADVISERS 27270.00%0.05%0.12%Q1 2016Q3 202227
Raymond James Financial Services Advisors, Inc. 27270.00%0.05%0.11%Q1 2016Q3 202227
Legal & General Group Plc 27270.00%0.06%0.18%Q1 2016Q3 202227
AMERICAN CENTURY COMPANIES INC 2610.00%0.18%0.50%Q4 2015Q3 202227
CIBC Asset Management Inc 27270.00%0.01%0.02%Q1 2016Q3 202227
PATHSTONE FAMILY OFFICE, LLC 2310.00%0.07%0.25%Q3 2016Q3 202227
GILDER GAGNON HOWE & CO LLC 27270.02%0.80%1.53%Q1 2016Q3 202227
Cambridge Investment Research Advisors, Inc. 26260.00%0.08%0.20%Q2 2016Q3 202226
WELLINGTON MANAGEMENT GROUP LLP 25250.00%0.08%0.25%Q3 2016Q3 202226
EATON VANCE MANAGEMENT 26260.00%0.05%0.16%Q2 2016Q3 202226
STIFEL FINANCIAL CORP 26260.00%0.02%0.06%Q2 2016Q3 202226
Neuberger Berman Group LLC 26260.00%0.02%0.13%Q2 2016Q3 202226
ALLIANCEBERNSTEIN L.P. 26260.00%0.04%0.10%Q2 2016Q3 202226
RAYMOND JAMES & ASSOCIATES 26260.00%0.04%0.08%Q2 2016Q3 202226
People's United Financial, Inc. 26260.00%0.04%0.13%Q4 2015Q1 202226
CENTRAL TRUST Co 26260.00%0.03%0.10%Q2 2016Q3 202226
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.00%0.01%Q2 2016Q3 202226
WESTWOOD MANAGEMENT CORP /IL/ 26260.07%0.72%1.70%Q2 2016Q3 202226
GREAT WEST LIFE ASSURANCE CO /CAN/ 26260.00%0.05%0.16%Q2 2016Q3 202226
Swiss National Bank 26260.00%0.09%0.24%Q2 2016Q3 202226
TOCQUEVILLE ASSET MANAGEMENT L.P. 2410.00%0.10%0.21%Q4 2015Q3 202226
Valeo Financial Advisors, LLC 19190.00%0.02%0.04%Q1 2018Q3 202226
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.08%0.18%Q2 2016Q3 202226
PITTENGER & ANDERSON INC 26260.01%0.06%0.38%Q2 2016Q3 202226
Aviance Capital Partners, LLC 25250.04%0.53%1.89%Q3 2016Q3 202225
M&T BANK CORP 25250.00%0.02%0.05%Q3 2016Q3 202225
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 25250.00%0.09%0.23%Q3 2016Q3 202225
Cutter & CO Brokerage, Inc. 25250.11%0.35%0.82%Q3 2016Q3 202225
Sumitomo Mitsui DS Asset Management Company, Ltd 25250.03%0.55%2.17%Q3 2016Q3 202225
MACQUARIE GROUP LTD 25250.00%0.03%0.20%Q3 2016Q3 202225
Nicholas Investment Partners, LP 25250.04%0.32%0.88%Q3 2016Q3 202225
GUGGENHEIM CAPITAL LLC 25250.00%0.01%0.07%Q3 2016Q3 202225
Glassman Wealth Services 25250.00%0.03%0.10%Q3 2016Q3 202225
Gladstone Capital Management LLP 25255.62%15.82%22.48%Q3 2016Q3 202225
Allianz Asset Management GmbH 25250.02%0.34%0.92%Q3 2016Q3 202225
RAYMOND JAMES TRUST N.A. 1510.01%0.03%0.05%Q4 2015Q3 202225
Moloney Securities Asset Management, LLC 24240.48%1.17%2.08%Q4 2016Q3 202225
Bluefin Trading, LLC 11110.00%0.20%1.18%Q4 2017Q2 202025
METROPOLITAN LIFE INSURANCE CO/NY 25250.00%0.03%0.10%Q4 2015Q4 202125
Robeco Institutional Asset Management B.V. 24240.01%0.34%0.73%Q4 2016Q3 202224
ETF MANAGERS GROUP, LLC 2220.01%0.86%1.66%Q3 2016Q3 202224
Nikko Asset Management Americas, Inc. 24240.06%5.42%8.22%Q4 2016Q3 202224
D.A. DAVIDSON & CO. 1860.00%0.02%0.08%Q1 2016Q3 202224
Evanson Asset Management, LLC 24240.08%0.56%2.08%Q4 2016Q3 202224
Steward Partners Investment Advisory, LLC 24240.01%0.07%0.19%Q4 2016Q3 202224
Russell Investments Group, Ltd. 24240.00%0.05%0.14%Q4 2016Q3 202224
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.02%0.05%Q2 2017Q3 202224
PRINCIPAL FINANCIAL GROUP INC 24240.00%0.05%0.14%Q4 2016Q3 202224
Parallel Advisors, LLC 24240.01%0.07%0.13%Q4 2016Q3 202224
AMERIPRISE FINANCIAL INC 24240.00%0.08%0.20%Q4 2016Q3 202224
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.06%0.17%Q4 2016Q3 202224
Parkside Financial Bank & Trust 1220.00%0.01%0.03%Q1 2016Q3 202224
FRANKLIN RESOURCES INC 24240.01%0.06%0.20%Q4 2016Q3 202224
Sumitomo Mitsui Trust Holdings, Inc. 24240.00%0.44%0.98%Q4 2016Q3 202224
Intellectus Partners, LLC 24240.08%0.38%0.67%Q4 2016Q3 202224
TCI Wealth Advisors, Inc. 2130.00%0.01%0.01%Q4 2015Q3 202224
STATE OF MICHIGAN RETIREMENT SYSTEM 1130.03%0.32%1.01%Q2 2016Q3 202224
SC US (TTGP), LTD. 24240.00%5.68%29.26%Q4 2016Q3 202224
CAAS CAPITAL MANAGEMENT LP 820.01%0.32%0.95%Q1 2020Q3 202224
Janney Montgomery Scott LLC 23230.00%0.04%0.12%Q1 2017Q3 202223
Tower Research Capital LLC (TRC) 1810.00%0.03%0.31%Q1 2016Q3 202223
Darwin Wealth Management, LLC 23230.11%0.75%3.02%Q1 2017Q3 202223
B. Riley Wealth Advisors, Inc. 23230.04%0.18%0.32%Q1 2017Q3 202223
SG Americas Securities, LLC 2210.00%0.06%0.14%Q4 2016Q3 202223
SALEM INVESTMENT COUNSELORS INC 1580.00%0.06%0.22%Q4 2016Q3 202223
SIMPLEX TRADING, LLC 1310.00%0.04%0.39%Q2 2016Q3 202223
Penserra Capital Management LLC 1940.00%0.03%0.17%Q1 2016Q3 202223
AQR Capital Management 23230.00%0.01%0.03%Q1 2017Q3 202223
EDMOND DE ROTHSCHILD HOLDING S.A. 13100.00%0.03%0.09%Q1 2016Q3 202223
SCOTIA CAPITAL INC. 23230.00%0.03%0.11%Q1 2017Q3 202223
VICTORY CAPITAL MANAGEMENT INC 1580.01%0.05%0.11%Q4 2016Q3 202223
Sterling Investment Advisors, Ltd. 23230.00%0.83%2.00%Q4 2016Q2 202223
PARAMETRIC PORTFOLIO ASSOCIATES LLC 23230.00%0.02%0.07%Q3 2016Q1 202223
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 2210.00%0.06%0.19%Q3 2016Q3 202223
PRUDENTIAL FINANCIAL INC 2120.00%0.00%0.01%Q3 2016Q3 202223
TEACHER RETIREMENT SYSTEM OF TEXAS 1210.00%0.06%0.16%Q2 2016Q3 202223
Dai-Ichi Life Insurance Company, Ltd 22220.03%0.08%0.16%Q2 2017Q3 202222
Ancora Advisors, LLC 2020.01%0.02%0.03%Q4 2016Q3 202222
NOMURA ASSET MANAGEMENT CO LTD 2110.00%0.37%1.08%Q4 2016Q3 202222
SG3 Management, LLC 510.02%0.20%0.68%Q4 2017Q4 202122
Capital Advisors, Ltd. LLC 1390.01%0.02%0.04%Q1 2017Q3 202222
COMERICA BANK 22220.00%0.01%0.04%Q2 2017Q3 202222
PRICE T ROWE ASSOCIATES INC /MD/ 2110.00%0.06%0.31%Q4 2016Q3 202222
BALDWIN BROTHERS LLC/MA 22220.00%0.01%0.01%Q2 2017Q3 202222
AMALGAMATED BANK 22220.03%0.07%0.16%Q2 2017Q3 202222
Utah Retirement Systems 22220.02%0.11%0.23%Q2 2017Q3 202222
FIFTH THIRD BANCORP 1930.00%0.01%0.02%Q4 2015Q3 202222
BNP Paribas Asset Management Holding S.A. 22220.01%0.30%0.54%Q2 2017Q3 202222
ENVESTNET ASSET MANAGEMENT INC 1610.00%0.01%0.03%Q2 2016Q3 202222
WEDBUSH SECURITIES INC 22220.03%0.22%0.45%Q2 2017Q3 202222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.01%0.02%Q2 2017Q3 202222
Resources Investment Advisors, LLC. 22220.00%0.04%0.10%Q2 2017Q3 202222
HOERTKORN RICHARD CHARLES 22220.00%0.01%0.01%Q2 2017Q3 202222
MML INVESTORS SERVICES, LLC 22220.00%0.04%0.10%Q2 2017Q3 202222
Sigma Planning Corp 22220.02%0.15%0.40%Q2 2017Q3 202222
Asset Management One Co., Ltd. 22220.00%0.12%0.24%Q2 2017Q3 202222
PEAK6 Group LLC 880.00%0.07%0.49%Q3 2016Q2 201821
AXA S.A. 21210.00%0.06%0.19%Q3 2017Q3 202221
Carroll Financial Associates, Inc. 21210.00%0.00%0.03%Q4 2016Q4 202121
Sargent Bickham Lagudis LLC 2010.00%0.00%0.01%Q2 2017Q3 202221
FIRST MERCANTILE TRUST CO 21210.02%0.12%0.35%Q3 2016Q3 202121
JANUS HENDERSON GROUP PLC 21210.00%0.04%0.12%Q3 2017Q3 202221
WESTPAC BANKING CORP 2010.00%0.15%0.39%Q4 2015Q3 202221
Engineers Gate Manager LP 1040.02%0.18%0.55%Q4 2016Q3 202221
Hudock, Inc. 21210.03%0.08%0.13%Q3 2017Q3 202221
CIBC WORLD MARKET INC. 19190.01%0.02%0.04%Q1 2018Q3 202221
BESSEMER GROUP INC 2010.00%0.05%0.24%Q4 2015Q3 202221
BANQUE PICTET & CIE SA 21210.01%0.02%0.05%Q3 2017Q3 202221
Caption Management, LLC 510.00%0.17%0.90%Q4 2017Q3 202221
ZEVENBERGEN CAPITAL INVESTMENTS LLC 21210.08%1.96%4.57%Q3 2017Q3 202221
Cetera Advisor Networks LLC 1540.00%0.03%0.08%Q4 2017Q3 202221
EVERGREEN CAPITAL MANAGEMENT LLC 21210.02%0.29%0.46%Q3 2017Q3 202221
Westside Investment Management, Inc. 1110.00%0.01%0.03%Q4 2016Q3 202221
ALPS ADVISORS INC 21210.00%0.02%0.06%Q3 2017Q3 202221
TWO SIGMA ADVISERS, LP 1310.00%0.19%0.76%Q1 2016Q1 202221
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.00%Q2 2017Q3 202221
State of New Jersey Common Pension Fund D 21210.00%0.08%0.18%Q3 2017Q3 202221
HAMILTON LANE ADVISORS LLC 1830.35%6.55%20.31%Q4 2016Q3 202221
Sonora Investment Management, LLC 11100.00%0.00%0.01%Q1 2016Q3 202121
Stephens Investment Management Group LLC 21210.00%0.40%0.94%Q1 2017Q1 202221
DIMENSIONAL FUND ADVISORS LP 21210.00%0.01%0.02%Q3 2017Q3 202221
TRUIST FINANCIAL CORP 19190.00%0.02%0.04%Q1 2018Q3 202221
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2010.00%0.12%0.34%Q4 2015Q3 202221
HighPoint Advisor Group LLC 2010.10%0.32%0.53%Q4 2016Q2 202221
Wealthcare Advisory Partners LLC 21210.00%0.07%0.15%Q3 2017Q3 202221
Laurel Wealth Advisors, Inc. 19190.02%0.13%0.29%Q1 2018Q3 202221
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 20200.05%0.15%0.28%Q4 2017Q3 202220
Global Retirement Partners, LLC 1610.00%0.03%0.12%Q4 2016Q3 202220
Dynamic Advisor Solutions LLC 1410.00%0.08%0.27%Q4 2017Q3 202220
JFS WEALTH ADVISORS, LLC 20200.00%0.01%0.06%Q4 2017Q3 202220
Stratos Wealth Partners, LTD. 20200.01%0.05%0.13%Q4 2017Q3 202220
Compagnie Lombard Odier SCmA 20200.00%0.02%0.10%Q4 2017Q3 202220
Allworth Financial LP 20200.00%0.00%0.01%Q4 2017Q3 202220
Private Advisor Group, LLC 1910.01%0.06%0.17%Q3 2017Q3 202220
ENTERPRISE FINANCIAL SERVICES CORP 20200.00%0.03%0.10%Q1 2017Q4 202120
Livforsakringsbolaget Skandia, Omsesidigt 20200.00%0.04%0.10%Q4 2017Q3 202220
StoneX Group Inc. 20200.22%0.68%4.41%Q4 2017Q3 202220
FUKOKU MUTUAL LIFE INSURANCE Co 20200.00%0.04%0.08%Q4 2017Q3 202220
Gulf International Bank (UK) Ltd 20200.04%0.13%0.24%Q4 2017Q3 202220
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 20200.02%0.10%0.18%Q4 2017Q3 202220
CWM, LLC 1640.00%0.01%0.01%Q3 2017Q3 202220
Capital Impact Advisors, LLC 1730.29%0.99%1.90%Q3 2017Q3 202220
OPPENHEIMER & CO INC 20200.02%0.17%0.48%Q4 2017Q3 202220
STRS OHIO 20200.00%0.04%0.12%Q4 2017Q3 202220
Cetera Advisors LLC 20200.02%0.05%0.11%Q4 2017Q3 202220
Regal Wealth Group, Inc. 20200.00%0.01%0.02%Q2 2016Q1 202120
GROUP ONE TRADING, L.P. 1610.00%0.08%0.33%Q4 2015Q1 202220
Capital Investment Advisory Services, LLC 850.00%0.12%0.23%Q2 2017Q3 202220
EARNEST PARTNERS LLC 20200.00%0.00%0.00%Q4 2017Q3 202220
CAPTRUST FINANCIAL ADVISORS 20200.00%0.01%0.04%Q4 2017Q3 202220
Harvest Fund Management Co., Ltd 20200.00%0.07%0.25%Q4 2017Q3 202220
COMMONWEALTH EQUITY SERVICES, LLC 20200.04%0.10%0.18%Q4 2017Q3 202220
SHELL ASSET MANAGEMENT CO 20200.01%0.04%0.14%Q4 2017Q3 202220
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 20200.03%0.10%0.21%Q4 2017Q3 202220
TORONTO DOMINION BANK 20200.00%0.01%0.03%Q4 2017Q3 202220
NORDEA INVESTMENT MANAGEMENT AB 20200.00%0.03%0.08%Q4 2017Q3 202220
UNITED CAPITAL FINANCIAL ADVISERS, LLC 20200.00%0.02%0.05%Q4 2017Q3 202220
Mitsubishi UFJ Trust & Banking Corp 20200.03%0.07%0.12%Q4 2017Q3 202220
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20200.02%0.06%0.11%Q4 2017Q3 202220
IFM Investors Pty Ltd 20200.04%0.13%0.26%Q4 2017Q3 202220
DnB Asset Management AS 20200.01%0.05%0.10%Q4 2017Q3 202220
Biondo Investment Advisors, LLC 20200.68%3.24%6.22%Q4 2017Q3 202220
Avestar Capital, LLC 1170.00%0.14%0.49%Q1 2018Q3 202220
SeaCrest Wealth Management, LLC 20200.05%0.10%0.21%Q4 2017Q3 202220
Kovack Advisors, Inc. 20200.11%0.24%0.39%Q4 2017Q3 202220
Tower View Investment Management & Research LLC 20200.51%0.95%1.61%Q4 2017Q3 202220
Crewe Advisors LLC 20200.01%0.05%0.10%Q4 2017Q3 202220
CIBC Private Wealth Group, LLC 1190.00%0.00%0.01%Q3 2017Q3 202220
COMMERCE BANK 20200.00%0.02%0.04%Q4 2017Q3 202220
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q4 2017Q3 202220
Migdal Insurance & Financial Holdings Ltd. 20200.00%0.10%0.42%Q4 2017Q3 202220
Advisory Services Network, LLC 20200.00%0.09%0.26%Q4 2017Q3 202220
KBC Group NV 20200.01%0.06%0.21%Q4 2017Q3 202220
MARSHALL WACE, LLP 810.00%0.06%0.50%Q4 2016Q3 202220
AE Wealth Management LLC 17170.00%0.03%0.08%Q3 2018Q3 202219
Baird Financial Group, Inc. 19190.00%0.03%0.10%Q1 2018Q3 202219
NISA INVESTMENT ADVISORS, LLC 19190.00%0.04%0.08%Q1 2018Q3 202219
Man Group plc 19190.00%0.03%0.12%Q1 2018Q3 202219
Garner Asset Management Corp 19190.12%0.30%0.55%Q1 2018Q3 202219
Cetera Investment Advisers 19190.02%0.09%0.15%Q1 2018Q3 202219
DAVENPORT & Co LLC 19190.00%0.01%0.02%Q1 2018Q3 202219
Candriam S.C.A. 19190.02%0.04%0.14%Q1 2018Q3 202219
Family Management Corp 19190.19%1.31%2.79%Q1 2018Q3 202219
TD ASSET MANAGEMENT INC 19190.00%0.04%0.17%Q1 2018Q3 202219
Bray Capital Advisors 19190.10%0.21%0.36%Q1 2018Q3 202219
RPG Investment Advisory, LLC 19190.02%0.77%1.47%Q1 2018Q3 202219
FIRST MANHATTAN CO 19190.00%0.00%0.01%Q1 2018Q3 202219
LINCOLN NATIONAL CORP 19190.01%0.03%0.05%Q1 2018Q3 202219
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 19190.00%0.02%0.07%Q1 2018Q3 202219
FAIRFIELD, BUSH & CO. 19190.02%0.74%1.36%Q1 2018Q3 202219
BERKSHIRE CAPITAL HOLDINGS INC 19190.00%3.51%7.16%Q1 2018Q3 202219
Hitchwood Capital Management LP 19190.20%1.61%3.81%Q2 2017Q4 202119
GABLES CAPITAL MANAGEMENT INC. 19190.30%0.81%1.57%Q1 2018Q3 202219
LOS ANGELES CAPITAL MANAGEMENT LLC 1180.00%0.09%0.43%Q3 2017Q3 202219
Ithaka Group 19191.46%2.48%4.05%Q1 2018Q3 202219
Almanack Investment Partners, LLC. 1810.03%0.14%0.34%Q2 2017Q1 202219
FLAGSHIP HARBOR ADVISORS, LLC 19190.06%0.20%0.42%Q1 2018Q3 202219
Kingsview Wealth Management, LLC 910.00%0.03%0.15%Q4 2017Q3 202219
TRUSTCORE FINANCIAL SERVICES, LLC 1540.01%0.05%0.11%Q4 2017Q3 202219
KEYBANK NATIONAL ASSOCIATION/OH 19190.00%0.05%0.14%Q1 2018Q3 202219
EFG Asset Management (Americas) Corp. 19190.14%0.83%1.64%Q3 2017Q1 202219
Hodges Capital Management Inc. 1710.05%0.40%0.85%Q1 2016Q1 202219
Chevy Chase Trust Holdings, LLC 19190.00%0.08%0.20%Q1 2018Q3 202219
NORGES BANK 1450.01%0.07%0.15%Q1 2017Q4 202119
National Pension Service 19190.08%0.14%0.25%Q1 2018Q3 202219
Alkeon Capital Management 830.14%0.47%1.36%Q4 2017Q3 202219
Covenant Asset Management, LLC 18180.10%0.90%1.73%Q1 2018Q2 202219
DekaBank Deutsche Girozentrale 1260.00%0.04%0.12%Q1 2018Q3 202219
VALLEY NATIONAL ADVISERS INC 1270.00%0.01%0.02%Q2 2017Q3 202219
Atlas Principals, LLC 990.34%4.01%10.23%Q4 2019Q4 202119
Advisors Asset Management, Inc. 19190.00%0.13%0.37%Q1 2018Q3 202219
SIGNATUREFD, LLC 19190.00%0.01%0.03%Q1 2018Q3 202219
CREATIVE FINANCIAL DESIGNS INC /ADV 19190.00%0.02%0.06%Q1 2018Q3 202219
OPPENHEIMER ASSET MANAGEMENT INC. 19190.05%0.12%0.23%Q1 2018Q3 202219
NORTHEAST INVESTMENT MANAGEMENT 1450.02%0.05%0.09%Q3 2017Q2 202219
Treasurer of the State of North Carolina 19190.03%0.11%0.23%Q1 2018Q3 202219
Private Capital Group, LLC 19190.01%0.05%0.13%Q4 2017Q2 202219
Korea Investment CORP 1810.00%0.12%0.28%Q4 2017Q3 202219
Sheaff Brock Investment Advisors, LLC 1810.02%0.07%0.20%Q2 2016Q2 202219
Achmea Investment Management B.V. 990.03%0.09%0.18%Q4 2017Q3 202218
Endurance Wealth Management, Inc. 910.00%0.01%0.02%Q2 2016Q3 202218
Motley Fool Asset Management LLC 18180.04%0.10%0.19%Q2 2018Q3 202218
Asset Dedication, LLC 1710.00%0.03%0.10%Q1 2018Q3 202218
LAZARD ASSET MANAGEMENT LLC 1110.00%0.01%0.03%Q1 2017Q3 202218
Bares Capital Management 18180.01%12.38%21.35%Q2 2018Q3 202218
Strategic Advisors LLC 18180.09%0.16%0.47%Q2 2018Q3 202218
Perigon Wealth Management, LLC 1110.00%0.08%0.13%Q3 2011Q2 202218
Andra AP-fonden 1220.01%0.12%0.33%Q4 2017Q3 202218
WHITENER CAPITAL MANAGEMENT, INC. 1620.01%0.31%0.69%Q4 2017Q2 202218
1832 Asset Management L.P. 910.00%0.25%0.39%Q4 2016Q3 202218
Steel Peak Wealth Management LLC 12120.00%0.34%0.73%Q4 2019Q3 202218
abrdn plc 18180.00%0.01%0.02%Q2 2018Q3 202218
Prospera Financial Services Inc 1410.02%0.11%0.20%Q4 2017Q3 202218
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 18180.00%0.02%0.11%Q2 2018Q3 202218
Aldebaran Financial Inc. 18180.24%0.79%1.17%Q4 2017Q1 202218
ATWOOD & PALMER INC 1440.00%0.06%1.04%Q3 2017Q3 202218
BRYN MAWR TRUST Co 18180.01%0.04%0.07%Q2 2018Q3 202218
BOSTON FAMILY OFFICE LLC 18180.02%0.08%0.14%Q2 2018Q3 202218
MGO ONE SEVEN LLC 1620.01%0.16%0.36%Q4 2017Q3 202218
Renaissance Technologies 1110.00%0.11%0.33%Q4 2016Q3 202218
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1710.16%3.87%6.32%Q3 2017Q3 202218
NEXT Financial Group, Inc 1620.01%0.10%0.26%Q2 2017Q4 202118
Strategic Wealth Advisors Group, LLC 1620.08%0.26%0.77%Q4 2017Q3 202218
Smithfield Trust Co 18180.00%0.00%0.01%Q2 2018Q3 202218
SWS Partners 1120.03%0.54%1.54%Q4 2017Q3 202218
Meiji Yasuda Asset Management Co Ltd. 18180.02%0.08%0.48%Q2 2018Q3 202218
FRED ALGER MANAGEMENT, LLC 18180.00%0.24%0.88%Q2 2018Q3 202218
Patriot Financial Group Insurance Agency, LLC 1620.02%0.08%0.21%Q4 2017Q2 202218
Carnegie Capital Asset Management, LLC 1620.17%0.33%0.69%Q1 2018Q3 202218
MCF Advisors LLC 1530.00%0.00%0.03%Q1 2018Q3 202218
LEVEL FOUR ADVISORY SERVICES, LLC 1510.02%0.06%0.11%Q1 2017Q1 202218
Tekne Capital Management, LLC 1122.28%8.98%16.68%Q4 2016Q3 202217
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.85%3.19%Q1 2017Q3 202217
Nippon Life Global Investors Americas, Inc. 17170.22%0.41%0.59%Q3 2018Q3 202217
Cornerstone Wealth Management, LLC 17170.02%0.06%0.10%Q2 2018Q2 202217
World Asset Management Inc 17170.01%0.06%0.14%Q3 2017Q3 202117
Dragoneer Investment Group 983.30%6.78%12.49%Q4 2015Q1 202217
Schonfeld Strategic Advisors LLC 610.00%0.18%0.77%Q2 2016Q3 202217
LORD, ABBETT & CO. LLC 1310.01%0.19%0.60%Q4 2015Q1 202217
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.04%0.10%Q4 2015Q4 201917
AFT, FORSYTH & COMPANY, INC. 17170.20%0.53%1.06%Q2 2018Q2 202217
STEPHENS INC /AR/ 17170.01%0.04%0.08%Q3 2018Q3 202217
JENNISON ASSOCIATES LLC 1070.00%0.78%2.11%Q4 2017Q1 202217
MACKENZIE FINANCIAL CORP 1250.00%0.01%0.02%Q4 2017Q3 202217
MAPLELANE CAPITAL, LLC 510.00%0.66%2.14%Q1 2018Q3 202217
Catalyst Capital Advisors LLC 920.00%0.04%0.15%Q4 2015Q3 202217
NN Investment Partners Holdings N.V. 17170.01%0.07%0.33%Q4 2017Q4 202117
McGuire Investment Group, LLC 17170.07%0.14%0.22%Q3 2018Q3 202217
NVWM, LLC 17170.00%0.42%0.86%Q4 2017Q4 202117
IBM Retirement Fund 17170.05%0.12%0.21%Q1 2018Q1 202217
AVIVA PLC 17170.04%0.08%0.14%Q3 2018Q3 202217
Jacobi Capital Management LLC 17170.01%0.02%0.05%Q4 2017Q4 202117
PANAGORA ASSET MANAGEMENT INC 17170.00%0.02%0.08%Q3 2018Q3 202217
Coatue Management 1430.08%2.96%5.86%Q1 2016Q3 202217
Mirae Asset Global Investments Co., Ltd. 17170.11%0.25%0.50%Q3 2018Q3 202217
Bogart Wealth, LLC 1250.00%0.01%0.01%Q2 2018Q3 202217
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.01%0.03%Q3 2018Q3 202217
WETHERBY ASSET MANAGEMENT INC 15150.02%0.07%0.16%Q1 2019Q3 202217
Homrich & Berg 17170.02%0.03%0.05%Q3 2017Q3 202117
Verition Fund Management LLC 610.01%0.04%0.16%Q4 2016Q3 202217
CENTAURUS FINANCIAL, INC. 1150.01%0.05%0.14%Q2 2018Q2 202217
PECONIC PARTNERS LLC 1160.01%0.06%0.15%Q2 2016Q3 202017
AGF INVESTMENTS INC. 740.00%0.18%0.67%Q2 2017Q4 202117
PRUDENTIAL PLC 1160.00%0.02%0.10%Q2 2018Q3 202217
SCHNIEDERS CAPITAL MANAGEMENT LLC 1520.06%0.17%0.28%Q2 2018Q3 202217
MASSMUTUAL TRUST CO FSB/ADV 1610.00%0.00%0.01%Q1 2017Q3 202217
Redpoint Investment Management Pty Ltd 17170.01%0.11%0.23%Q3 2018Q3 202217
AMERICAN INTERNATIONAL GROUP, INC. 1070.00%0.00%0.00%Q4 2015Q1 202017
QUADRANT CAPITAL GROUP LLC 17170.00%0.02%0.05%Q3 2018Q3 202217
Allen Investment Management LLC 1520.01%0.12%0.23%Q2 2018Q3 202217
Skandinaviska Enskilda Banken AB (publ) 17170.02%0.06%0.12%Q3 2018Q3 202217
GRIMES & COMPANY, INC. 17170.02%0.05%0.08%Q1 2018Q1 202217
Krilogy Financial LLC 1010.00%0.01%0.04%Q4 2015Q4 202117
Lone Pine Capital 920.01%2.01%4.49%Q1 2018Q3 202216
NATIXIS ADVISORS, L.P. 16160.01%0.04%0.21%Q4 2018Q3 202216
TELEMUS CAPITAL, LLC 810.02%0.05%0.10%Q4 2017Q1 202216
Alpha Cubed Investments, LLC 1420.02%0.04%0.08%Q2 2018Q2 202216
Blume Capital Management, Inc. 16160.00%0.01%0.01%Q4 2018Q3 202216
FORTE CAPITAL LLC /ADV 16160.83%1.80%2.99%Q4 2018Q3 202216
OPTIMUM INVESTMENT ADVISORS 960.00%0.02%0.07%Q3 2018Q3 202216
BARINGS LLC 810.01%0.01%0.03%Q2 2016Q1 202216
ALLSTATE CORP 16160.02%0.06%0.13%Q4 2018Q3 202216
ROYAL LONDON ASSET MANAGEMENT LTD 16160.05%0.09%0.15%Q4 2018Q3 202216
CALTON & ASSOCIATES, INC. 810.00%0.08%0.14%Q4 2017Q1 202216
CIGNA INVESTMENTS INC /NEW 1020.02%0.04%0.08%Q2 2018Q3 202216
Meiji Yasuda Life Insurance Co 16160.01%0.04%0.08%Q4 2018Q3 202216
HENNESSY ADVISORS INC 1150.01%0.10%0.20%Q3 2017Q4 202116
HOEY INVESTMENTS, INC 810.00%0.21%1.79%Q4 2019Q3 202216
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.05%0.10%Q4 2018Q3 202216
SEGALL BRYANT & HAMILL, LLC 880.00%0.01%0.02%Q1 2018Q1 202216
GREAT VALLEY ADVISOR GROUP, INC. 16160.22%0.67%1.00%Q4 2018Q3 202216
SEEYOND 16160.01%0.04%0.08%Q4 2018Q3 202216
GARRISON POINT ADVISORS, LLC 16160.85%2.06%3.33%Q4 2018Q3 202216
Lindbrook Capital, LLC 16160.02%0.05%0.08%Q4 2018Q3 202216
Private Portfolio Partners LLC 16160.08%0.26%0.50%Q4 2018Q3 202216
Sargent Investment Group, LLC 16160.85%2.37%3.90%Q4 2018Q3 202216
Wealthfront Advisers LLC 16160.01%0.01%0.04%Q4 2018Q3 202216
Walleye Capital LLC 410.00%0.08%0.48%Q1 2019Q3 202216
Laurel Wealth Advisors LLC 16160.00%0.01%0.01%Q4 2018Q3 202216
Impax Asset Management Group plc 16160.00%0.01%0.04%Q4 2018Q3 202216
Pflug Koory, LLC 16160.00%0.01%0.02%Q4 2018Q3 202216
Rockefeller Capital Management L.P. 16160.00%0.05%0.13%Q4 2018Q3 202216
ExodusPoint Capital Management, LP 14140.00%0.08%0.20%Q2 2019Q3 202216
Prime Capital Investment Advisors, LLC 1410.01%0.25%1.51%Q4 2018Q3 202216
Larson Financial Group LLC 16160.01%0.02%0.08%Q4 2018Q3 202216
Emerson Point Capital LP 16160.19%1.47%5.42%Q4 2018Q3 202216
APG Asset Management N.V. 16160.00%0.03%0.08%Q4 2018Q3 202216
INTEGRAL DERIVATIVES, LLC 770.00%0.01%0.03%Q3 2016Q1 201816
Jasper Ridge Partners, L.P. 1510.01%0.05%0.10%Q3 2016Q3 202216
Sawtooth Solutions, LLC 16160.01%0.07%0.24%Q4 2018Q3 202216
QS Investors, LLC 16160.00%0.00%0.01%Q3 2017Q2 202116
Ausdal Financial Partners, Inc. 1330.04%0.25%0.70%Q3 2018Q3 202216
Traynor Capital Management, Inc. 970.04%0.18%0.48%Q4 2017Q1 202216
Mizuho Securities Co. Ltd. 16160.02%1.85%6.82%Q4 2018Q3 202216
MUFG Americas Holdings Corp 1510.00%0.00%0.00%Q2 2016Q3 202216
Wealthspire Advisors, L.P. 16160.00%0.02%0.05%Q3 2016Q2 202016
Railway Pension Investments Ltd 16160.11%0.29%0.52%Q4 2018Q3 202216
AMP Capital Investors Ltd 16160.01%0.08%0.16%Q4 2017Q3 202116
ATRIA INVESTMENTS LLC 970.01%0.04%0.14%Q2 2018Q3 202216
D'Orazio & Associates, Inc. 16160.01%0.02%0.04%Q4 2017Q3 202116
KPCB DGF Associates, LLC 161627.62%59.52%92.84%Q4 2015Q3 201916
Kistler-Tiffany Companies, LLC 16160.01%0.11%0.21%Q4 2018Q3 202216
FinTrust Capital Advisors, LLC 1410.00%0.03%0.18%Q4 2018Q3 202216
PDT Partners, LLC 1240.04%0.53%1.15%Q1 2017Q4 202116
Van Hulzen Asset Management, LLC 16160.03%0.09%0.30%Q4 2018Q3 202216
Toroso Investments, LLC 16160.61%1.52%2.92%Q4 2018Q3 202216
JNBA Financial Advisors 16160.00%0.00%0.00%Q4 2018Q3 202216
CULLEN/FROST BANKERS, INC. 15150.00%0.03%0.13%Q1 2019Q3 202215
Sandy Spring Bank 15150.00%0.00%0.01%Q1 2019Q3 202215
COLUMBUS CIRCLE INVESTORS 1140.20%0.63%1.37%Q3 2016Q4 202015
Advisor Group, Inc. 15150.00%0.02%0.05%Q2 2016Q4 201915
FIL Ltd 810.00%0.13%0.61%Q2 2018Q3 202215
KINGS POINT CAPITAL MANAGEMENT 1410.00%0.02%0.03%Q3 2017Q1 202215
LYELL WEALTH MANAGEMENT, LP 15150.07%0.38%1.33%Q1 2019Q3 202215
GOFEN & GLOSSBERG LLC /IL/ 1050.01%0.01%0.03%Q3 2018Q3 202215
Royal Fund Management, LLC 860.00%0.14%0.43%Q2 2018Q4 202115
Tiger Eye Capital LLC 720.04%0.18%0.66%Q3 2017Q4 202115
American Assets Investment Management, LLC 15150.04%0.27%0.71%Q1 2019Q3 202215
SYNOVUS FINANCIAL CORP 15150.00%0.01%0.01%Q1 2019Q3 202215
Global Wealth Management Investment Advisory, Inc. 15150.12%0.30%0.53%Q4 2018Q2 202215
ALLEN OPERATIONS LLC 15152.55%4.60%7.70%Q4 2015Q2 201915
HoyleCohen, LLC 15150.06%0.12%0.22%Q1 2019Q3 202215
Crossvault Capital Management LLC 15150.21%2.40%4.52%Q4 2018Q2 202215
F3Logic, LLC 15150.07%0.20%0.40%Q4 2018Q2 202215
First Horizon Advisors, Inc. 15150.00%0.01%0.02%Q1 2019Q3 202215
Coastal Investment Advisors, Inc. 15150.10%0.64%1.76%Q1 2019Q3 202215
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15150.00%0.08%0.19%Q1 2019Q3 202215
ACADIAN ASSET MANAGEMENT LLC 1230.00%0.00%0.01%Q2 2017Q3 202215
Graticule Asia Macro Advisors LLC 610.04%1.14%6.24%Q1 2017Q2 202115
GLYNN CAPITAL MANAGEMENT LLC 15150.94%3.96%5.33%Q1 2019Q3 202215
Aperio Group, LLC 15150.00%0.02%0.08%Q2 2017Q4 202015
Truvestments Capital LLC 1110.01%0.24%0.50%Q3 2018Q3 202215
Gradient Investments LLC 1410.00%0.07%0.17%Q4 2018Q3 202215
WADDELL & REED FINANCIAL INC 15150.15%0.29%0.49%Q2 2017Q4 202015
Crossmark Global Holdings, Inc. 960.01%0.02%0.06%Q1 2018Q2 202215
North Star Investment Management Corp. 1110.00%0.00%0.01%Q4 2016Q3 202215
Sunbelt Securities, Inc. 15150.02%0.14%0.24%Q1 2019Q3 202215
Nan Shan Life Insurance Co., Ltd. 15150.52%2.40%5.05%Q3 2018Q1 202215
Whale Rock Capital Management 610.88%2.85%6.14%Q3 2017Q3 202215
NewEdge Advisors, LLC 810.00%0.04%0.09%Q2 2017Q2 202215
BRIGHTON JONES LLC 710.01%0.05%0.09%Q1 2018Q3 202215
TOTH FINANCIAL ADVISORY CORP 810.00%0.01%0.13%Q4 2017Q3 202215
MERCER GLOBAL ADVISORS INC /ADV 15150.01%0.02%0.03%Q1 2019Q3 202215
GREAT LAKES ADVISORS, LLC 1140.00%0.12%0.58%Q2 2017Q3 202115
Fisher Asset Management, LLC 15150.00%0.17%0.41%Q1 2019Q3 202215
PICTET ASSET MANAGEMENT LTD 15150.01%0.03%0.09%Q4 2017Q2 202115
TCW GROUP INC 1320.06%0.20%0.46%Q4 2017Q1 202215
Foster Victor Wealth Advisors, LLC 12120.01%0.12%0.26%Q4 2018Q3 202115
CANADA PENSION PLAN INVESTMENT BOARD 15150.00%0.02%0.11%Q1 2019Q3 202215
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.03%0.13%Q4 2017Q1 202215
Tortoise Index Solutions, LLC 15150.05%0.10%0.15%Q1 2019Q3 202215
SCHRODER INVESTMENT MANAGEMENT GROUP 1140.00%0.02%0.04%Q4 2018Q3 202215
Institute for Wealth Management, LLC. 15150.18%0.46%0.77%Q1 2019Q3 202215
Slow Capital, Inc. 1230.11%0.34%0.57%Q4 2018Q3 202215
ROMAN BUTLER FULLERTON & CO 15150.13%0.35%0.51%Q4 2018Q2 202215
GARDNER LEWIS ASSET MANAGEMENT L P 1320.05%0.52%1.14%Q1 2017Q4 202015
Oak Grove Capital LLC 10100.00%0.27%1.37%Q3 2019Q4 202115
NINE MASTS CAPITAL Ltd 770.01%0.24%1.12%Q2 2018Q4 201915
BENJAMIN EDWARDS INC 15150.01%0.06%0.11%Q1 2019Q3 202215
Zions Bancorporation, N.A. 15150.00%0.01%0.04%Q1 2019Q3 202215
Western Wealth Management, LLC 1140.07%0.21%0.48%Q4 2018Q3 202215
SEVEN EIGHT CAPITAL, LP 410.01%0.32%0.72%Q3 2016Q2 202215
Private Ocean, LLC 14140.00%0.02%0.04%Q1 2019Q2 202214
Bedel Financial Consulting, Inc. 1220.00%0.01%0.03%Q1 2018Q1 202214
HOWE & RUSLING INC 710.00%0.00%0.01%Q3 2017Q3 202214
Hilltop Holdings Inc. 920.04%0.09%0.16%Q2 2018Q3 202214
Aspire Private Capital, LLC 950.00%0.01%0.02%Q4 2018Q3 202214
BDO Wealth Advisors, LLC 1110.00%0.20%1.60%Q2 2018Q3 202214
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.02%0.05%Q4 2017Q1 202114
THRIVENT FINANCIAL FOR LUTHERANS 14140.12%0.36%0.57%Q2 2019Q3 202214
BROWN BROTHERS HARRIMAN & CO 14140.01%0.03%0.10%Q2 2019Q3 202214
TEACHERS ADVISORS, LLC 14140.00%0.02%0.08%Q4 2015Q1 201914
Gemmer Asset Management LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
DRW Securities, LLC 510.01%0.14%0.63%Q2 2020Q2 202214
Clearstead Trust, LLC 860.01%0.02%0.03%Q2 2018Q3 202214
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 420.00%0.03%0.13%Q1 2018Q3 202214
Karp Capital Management Corp 720.04%0.26%0.73%Q3 2017Q3 202114
PALISADE CAPITAL MANAGEMENT LLC/NJ 1310.02%0.17%0.30%Q4 2016Q3 202214
SMITH, MOORE & CO. 910.04%0.10%0.18%Q3 2018Q2 202214
Frontier Wealth Management LLC 14140.03%0.08%0.12%Q3 2018Q4 202114
UMB Bank, n.a. 1040.01%0.03%0.23%Q1 2019Q3 202214
Nuveen Asset Management, LLC 14140.02%0.08%0.20%Q2 2019Q3 202214
Bedell Frazier Investment Counseling, LLC 14140.54%1.49%2.14%Q2 2019Q3 202214
Point72 Hong Kong Ltd 410.00%0.23%1.69%Q3 2016Q3 202214
TIAA CREF INVESTMENT MANAGEMENT LLC 14140.00%0.02%0.07%Q4 2015Q1 201914
ARROW FINANCIAL CORP 770.00%0.01%0.03%Q4 2018Q3 202214
Proficio Capital Partners LLC 1010.00%0.01%0.04%Q1 2016Q3 202114
Willow Creek Wealth Management Inc. 14140.05%0.14%0.18%Q4 2018Q1 202214
Arlington Financial Advisors, LLC 860.12%0.37%1.02%Q4 2017Q4 202114
Brinker Capital Investments, LLC 860.00%0.03%0.08%Q3 2018Q2 202214
Sompo Asset Management Co., Ltd. 14140.08%0.21%0.34%Q2 2019Q3 202214
MEEDER ASSET MANAGEMENT INC 14140.00%0.01%0.09%Q2 2019Q3 202214
Addison Capital Co 14140.18%0.39%0.67%Q2 2019Q3 202214
KG&L Capital Management,LLC 860.12%0.35%0.74%Q1 2019Q3 202214
Atreides Management, LP 741.01%3.30%7.62%Q4 2019Q3 202214
L & S Advisors Inc 14140.07%0.26%0.42%Q4 2018Q1 202214
Manchester Capital Management LLC 710.00%0.00%0.02%Q3 2017Q3 202214
HALL LAURIE J TRUSTEE 950.01%0.02%0.04%Q4 2018Q3 202214
CNB Bank 14140.02%0.16%0.40%Q2 2019Q3 202214
HM PAYSON & CO 14140.00%0.00%0.01%Q2 2019Q3 202214
Cribstone Capital Management, LLC 1010.00%0.00%0.01%Q4 2018Q3 202214
Redwood Investments, LLC 860.02%0.10%0.23%Q1 2018Q3 202114
Tradewinds Capital Management, LLC 1010.00%0.00%0.01%Q2 2017Q3 202214
First Allied Advisory Services, Inc. 13130.00%0.04%0.08%Q3 2017Q3 202014
DUNCKER STREETT & CO INC 1220.00%0.00%0.01%Q1 2019Q3 202214
Principal Street Partners, LLC 14140.09%0.23%0.42%Q1 2019Q2 202214
Next Capital Management LLC 13130.18%0.36%0.66%Q4 2018Q4 202113
BOKF, NA 510.01%0.02%0.06%Q3 2017Q3 202213
Integrated Wealth Concepts LLC 1030.01%0.03%0.07%Q2 2019Q3 202213
Covington Capital Management 13130.00%0.08%0.16%Q3 2019Q3 202213
Van Leeuwen & Company, LLC 1010.20%0.35%0.68%Q3 2018Q1 202213
Oakworth Capital, Inc. 940.00%0.00%0.01%Q1 2019Q3 202213
Avitas Wealth Management LLC 1010.18%0.56%1.10%Q1 2019Q3 202213
Marshall Wace North America L.P. 520.00%0.13%0.57%Q4 2017Q3 202113
AMERICAN NATIONAL BANK 13130.01%0.04%0.07%Q3 2019Q3 202213
Weiss Multi-Strategy Advisers LLC 510.03%0.24%0.96%Q1 2017Q1 202213
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
RESOURCES MANAGEMENT CORP /CT/ /ADV 13130.00%0.00%0.01%Q3 2019Q3 202213
Alta Park Capital, LP 711.02%2.49%3.99%Q2 2016Q4 202113
PINNACLE ASSOCIATES LTD 810.00%0.02%0.07%Q2 2019Q3 202213
Executive Wealth Management, LLC 850.04%0.12%0.26%Q4 2018Q1 202213
PFM Health Sciences, LP 1010.24%0.70%1.36%Q1 2017Q3 202013
Banco Santander, S.A. 13130.00%0.06%0.37%Q3 2019Q3 202213
GSA CAPITAL PARTNERS LLP 310.01%0.09%0.31%Q3 2016Q4 202113
Charles Schwab Trust Co 13130.04%0.14%0.21%Q3 2019Q3 202213
FEDERATED HERMES, INC. 1030.00%0.03%0.05%Q1 2018Q3 202213
PineBridge Investments, L.P. 13130.00%0.02%0.06%Q3 2019Q3 202213
JUNCTURE WEALTH STRATEGIES, LLC 13130.16%0.46%0.83%Q1 2019Q1 202213
MACKAY SHIELDS LLC 760.00%0.02%0.05%Q1 2018Q3 202113
AlphaCrest Capital Management LLC 810.02%0.12%0.39%Q4 2018Q3 202213
BROWN ADVISORY INC 1110.00%0.26%0.52%Q1 2019Q3 202213
Cresset Asset Management, LLC 1030.00%0.17%0.69%Q4 2018Q3 202213
Atika Capital Management LLC 610.29%1.22%1.98%Q1 2018Q1 202213
Vident Investment Advisory, LLC 1120.01%0.05%0.10%Q2 2018Q3 202213
FINANCIAL COUNSELORS INC 1030.01%0.04%0.11%Q1 2019Q3 202213
WEBSTER BANK, N. A. 760.00%0.01%0.06%Q3 2018Q3 202213
ASSET MANAGEMENT CORP /IL/ /ADV 1010.14%0.78%4.19%Q4 2019Q3 202213
Capital Advisory Group Advisory Services, LLC 610.00%0.18%0.36%Q3 2018Q1 202213
Spot Trading L.L.C 550.00%0.03%0.10%Q1 2016Q1 201713
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2018Q4 202113
Arkadios Wealth Advisors 12120.06%0.28%0.69%Q4 2019Q3 202213
Varma Mutual Pension Insurance Co 720.02%0.44%1.44%Q4 2017Q1 202213
ETRADE Capital Management LLC 1120.01%0.02%0.05%Q2 2017Q3 202013
McCollum Christoferson Group LLC 13131.16%2.62%4.07%Q3 2019Q3 202213
Grandview Asset Management LLC 540.15%0.76%1.87%Q4 2018Q3 202213
Accuvest Global Advisors 710.00%0.36%1.27%Q1 2017Q4 202113
Legacy Bridge, LLC 13130.43%0.63%0.91%Q4 2018Q4 202113
CULLINAN ASSOCIATES INC 13130.03%0.25%0.58%Q3 2016Q3 201913
NATIXIS 620.00%0.07%0.32%Q2 2016Q3 202213
FRANKLIN STREET ADVISORS INC /NC 940.02%0.67%1.22%Q4 2017Q3 202113
CI INVESTMENTS INC. 910.00%0.03%0.21%Q4 2015Q3 202213
ACCURATE INVESTMENT SOLUTIONS, INC. 13130.00%0.01%0.01%Q1 2017Q1 202013
HARBOR INVESTMENT ADVISORY, LLC 12120.02%0.36%0.63%Q4 2019Q3 202213
Winslow, Evans & Crocker, Inc. 13130.01%0.03%0.20%Q4 2017Q4 202013
Tredje AP-fonden 520.02%0.08%0.20%Q4 2017Q2 202213
Meridian Wealth Management, LLC 760.07%0.36%1.59%Q3 2018Q4 202113
BANK OF NOVA SCOTIA 710.00%0.05%0.17%Q1 2017Q3 202213
IHT Wealth Management, LLC 920.01%0.05%0.14%Q4 2017Q3 202213
Rafferty Asset Management, LLC 13130.02%0.06%0.11%Q2 2017Q2 202013
Trexquant Investment LP 410.06%0.53%1.27%Q3 2016Q3 202212
Personal Capital Advisors Corp 1010.00%0.00%0.01%Q4 2017Q3 202212
Equitable Holdings, Inc. 12120.02%0.08%0.13%Q4 2019Q3 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
ISLAY CAPITAL MANAGEMENT, LLC 12120.00%0.01%0.01%Q4 2019Q3 202212
KMG FIDUCIARY PARTNERS, LLC 12120.13%0.30%0.50%Q4 2019Q3 202212
Rheos Capital Works Inc. 12120.12%0.30%0.94%Q4 2019Q3 202212
Coastline Trust Co 12120.03%0.08%0.13%Q3 2019Q2 202212
IEQ CAPITAL, LLC 12120.07%0.15%0.27%Q4 2019Q3 202212
Certified Advisory Corp 1110.01%0.01%0.04%Q4 2017Q1 202112
J. Goldman & Co LP 310.01%0.17%0.73%Q1 2016Q1 202212
Carolina Wealth Advisors, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Banque Cantonale Vaudoise 12120.03%0.09%0.16%Q4 2019Q3 202212
Tuscan Ridge Asset Management LLC 550.05%0.41%1.20%Q4 2018Q4 201912
Red Spruce Capital, LLC 12120.48%0.79%1.17%Q4 2019Q3 202212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12120.00%0.01%0.03%Q4 2019Q3 202212
ATTICUS WEALTH MANAGEMENT, LLC 12120.01%0.06%0.12%Q4 2019Q3 202212
CFM WEALTH PARTNERS LLC 12120.26%0.69%1.18%Q4 2019Q3 202212
Berman Capital Advisors, LLC 12120.00%0.05%0.15%Q4 2018Q3 202112
Perennial Investment Advisors, LLC 12120.13%0.45%0.69%Q4 2019Q3 202212
Orion Portfolio Solutions, LLC 12120.01%0.03%0.04%Q4 2019Q3 202212
Financial Management Professionals, Inc. 840.00%0.00%0.01%Q3 2017Q3 202212
Optas, LLC 12121.35%3.04%4.35%Q4 2019Q3 202212
Ensign Peak Advisors, Inc 12120.00%0.05%0.14%Q4 2019Q3 202212
Mine & Arao Wealth Creation & Management, LLC. 12120.04%0.09%0.14%Q4 2019Q3 202212
McIlrath & Eck, LLC 930.00%0.00%0.01%Q4 2018Q3 202212
EXCHANGE TRADED CONCEPTS, LLC 12120.00%0.05%0.10%Q4 2019Q3 202212
Procyon Advisors, LLC 12120.01%0.13%0.27%Q4 2019Q3 202212
1623 Capital LLC 12121.57%3.75%5.68%Q4 2019Q3 202212
Richard P Slaughter Associates Inc 12120.41%0.63%0.94%Q4 2019Q3 202212
Disciplined Investments, LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
HMI Capital Management, L.P. 12123.13%8.19%12.55%Q4 2019Q3 202212
Gleason Group, Inc. 12120.00%0.02%0.04%Q4 2019Q3 202212
Monterey Private Wealth, Inc. 12120.14%0.35%0.57%Q4 2019Q3 202212
Mutual Advisors, LLC 12120.02%0.07%0.13%Q4 2019Q3 202212
HOLLENCREST CAPITAL MANAGEMENT 660.03%0.07%0.12%Q1 2018Q3 202112
RATIONAL ADVISORS LLC 910.08%0.28%0.59%Q1 2018Q4 202112
FRONTIER CAPITAL MANAGEMENT CO LLC 12120.44%1.42%2.49%Q4 2019Q3 202212
Arete Wealth Advisors, LLC 610.05%0.08%0.11%Q2 2018Q3 202212
TRUE Private Wealth Advisors 1010.00%0.04%0.08%Q3 2018Q1 202212
Mn Services Vermogensbeheer B.V. 720.04%0.17%0.48%Q4 2017Q3 202212
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 610.01%0.11%0.23%Q4 2017Q4 202112
USCA RIA LLC 910.03%0.11%0.24%Q1 2018Q2 202112
BerganKDV Wealth Management, LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1010.00%0.01%0.03%Q4 2018Q3 202212
Virtu Financial LLC 410.02%0.29%1.03%Q3 2017Q2 202212
GAMCO INVESTORS, INC. ET AL 410.00%0.01%0.02%Q1 2018Q3 202212
WASHINGTON TRUST Co 1110.00%0.01%0.01%Q2 2018Q3 202212
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12120.10%0.27%0.36%Q4 2019Q3 202212
Clearstead Advisors, LLC 1110.01%0.06%0.11%Q2 2019Q3 202212
ACG Wealth 710.01%0.04%0.07%Q3 2018Q2 202212
Ellevest, Inc. 12120.01%0.03%0.05%Q4 2019Q3 202212
GRIFFIN ASSET MANAGEMENT, INC. 810.03%0.07%0.15%Q4 2018Q1 202212
ASSETMARK, INC 610.00%0.00%0.00%Q4 2018Q3 202212
Koshinski Asset Management, Inc. 1110.02%0.07%0.20%Q3 2018Q1 202212
RFG Advisory, LLC 1020.01%0.04%0.07%Q2 2019Q3 202212
Bayesian Capital Management, LP 510.15%0.39%1.23%Q3 2016Q3 202212
Capital Analysts, LLC 1020.00%0.00%0.01%Q3 2018Q3 202212
BANK HAPOALIM BM 12120.06%0.26%0.42%Q1 2019Q4 202112
BlueCrest Capital Management Ltd 310.01%0.04%0.10%Q1 2016Q3 202112
Ardevora Asset Management LLP 910.34%0.81%1.26%Q1 2019Q3 202212
Regal Investment Advisors LLC 610.05%0.15%0.29%Q1 2019Q3 202212
Capital International Investors 930.01%0.05%0.12%Q3 2018Q3 202212
Bienville Capital Management, LLC 1110.10%0.68%2.14%Q4 2018Q3 202212
Point72 Asset Management, L.P. 410.01%0.12%0.38%Q2 2016Q3 202212
ELEMENT POINTE ADVISORS, LLC 1110.13%0.44%0.82%Q3 2019Q3 202212
Evolution Wealth Advisors, LLC 12120.01%0.06%0.10%Q1 2019Q4 202112
Strategic Blueprint, LLC 1010.00%0.20%0.60%Q3 2019Q3 202212
FDx Advisors, Inc. 1020.01%0.06%0.10%Q2 2018Q3 202212
OGBORNE CAPITAL MANAGEMENT, LLC 732.33%7.75%14.31%Q4 2018Q4 202111
Echo Street Capital Management LLC 11110.08%0.70%1.11%Q1 2020Q3 202211
TIEDEMANN ADVISORS, LLC 650.02%0.04%0.06%Q2 2018Q1 202211
RB Capital Management, LLC 1010.12%0.30%0.43%Q4 2019Q3 202211
BI Asset Management Fondsmaeglerselskab A/S 1010.03%0.07%0.12%Q4 2018Q3 202211
Polar Capital LLP 510.03%0.14%0.31%Q4 2016Q3 202011
REGIONS FINANCIAL CORP 650.00%0.00%0.00%Q4 2017Q4 202111
Marathon Trading Investment Management LLC 710.02%0.05%0.16%Q3 2017Q3 202211
EAGLE ASSET MANAGEMENT INC 11110.16%0.28%0.39%Q2 2017Q4 201911
Bank Julius Baer & Co. Ltd, Zurich 11110.01%0.03%0.16%Q1 2020Q3 202211
Ellis Investment Partners, LLC 11110.00%0.00%0.01%Q2 2019Q4 202111
Rosenberg Matthew Hamilton 11110.06%0.21%0.37%Q1 2020Q3 202211
Daiwa SB Investments Ltd. 11110.14%0.69%2.12%Q3 2016Q1 201911
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11110.03%0.20%0.30%Q1 2020Q3 202211
Independent Advisor Alliance 1010.03%0.10%0.19%Q3 2018Q3 202211
EXANE DERIVATIVES 1010.01%0.10%0.24%Q2 2019Q1 202211
Belpointe Asset Management LLC 11110.02%0.10%0.18%Q1 2020Q3 202211
Enlightenment Research, LLC 510.33%1.87%8.57%Q4 2018Q1 202211
WT Wealth Management 11110.20%0.47%0.68%Q3 2019Q1 202211
WASATCH ADVISORS INC 11110.06%0.12%0.16%Q1 2020Q3 202211
CenterStar Asset Management, LLC 510.00%0.23%2.01%Q4 2017Q1 202011
HHM Wealth Advisors, LLC 11110.02%0.05%0.09%Q1 2020Q3 202211
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Dynamic Technology Lab Private Ltd 610.06%0.21%0.57%Q4 2016Q4 202111
Pendal Group Ltd 11110.01%0.01%0.01%Q2 2019Q4 202111
MARSICO CAPITAL MANAGEMENT LLC 1010.09%1.06%2.67%Q2 2019Q1 202211
TIGER GLOBAL MANAGEMENT LLC 830.21%0.74%1.92%Q4 2015Q3 202211
Cerity Partners LLC 1010.01%0.02%0.03%Q1 2019Q3 202211
EVOKE WEALTH, LLC 810.00%0.00%0.03%Q3 2019Q3 202211
M&R CAPITAL MANAGEMENT INC 1010.00%0.13%0.25%Q4 2019Q3 202211
Moisand Fitzgerald Tamayo, LLC 920.00%0.00%0.00%Q4 2019Q3 202211
PrairieView Partners, LLC 11110.00%0.01%0.01%Q1 2020Q3 202211
CENTRAL BANK & TRUST CO 11110.01%0.28%1.13%Q1 2020Q3 202211
Qube Research & Technologies Ltd 710.00%0.13%0.26%Q3 2018Q3 202211
AJ WEALTH STRATEGIES, LLC 11110.03%0.12%0.22%Q1 2020Q3 202211
NEXT CENTURY GROWTH INVESTORS LLC 650.08%0.18%0.43%Q1 2017Q3 202111
TSFG, LLC 920.00%0.03%0.10%Q1 2019Q3 202211
Kore Private Wealth LLC 810.00%0.04%0.07%Q4 2018Q1 202211
COMMERZBANK AKTIENGESELLSCHAFT /FI 11110.02%0.24%0.42%Q3 2017Q1 202011
PARNASSUS INVESTMENTS, LLC 11110.04%0.08%0.14%Q1 2020Q3 202211
Whetstone Capital Advisors, LLC 11110.23%1.94%4.85%Q2 2019Q4 202111
Loveless Wealth Management LLC 11110.30%0.96%1.44%Q4 2019Q2 202211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10100.00%0.05%0.08%Q2 2020Q3 202211
Riggs Asset Managment Co. Inc. 11110.00%0.56%0.95%Q1 2020Q3 202211
Holocene Advisors, LP 710.04%0.36%0.82%Q2 2018Q1 202211
Corbenic Partners LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
SHELTON CAPITAL MANAGEMENT 11110.03%0.10%0.25%Q1 2020Q3 202211
Joseph P. Lucia & Associates, LLC 520.00%0.05%0.33%Q2 2019Q2 202211
Empowered Funds, LLC 620.03%0.36%0.60%Q4 2017Q3 202211
FORSTA AP-FONDEN 11110.07%0.16%0.23%Q1 2020Q3 202211
Alberta Investment Management Corp 530.04%0.12%0.20%Q4 2015Q3 202211
B. Riley Wealth Management, Inc. 520.00%0.10%0.20%Q3 2018Q2 202211
Arizona State Retirement System 11110.06%0.15%0.22%Q1 2020Q3 202211
SHINE INVESTMENT ADVISORY SERVICES INC 11110.00%0.01%0.02%Q1 2018Q3 202011
Fort Point Capital Partners LLC 810.03%0.09%0.38%Q4 2018Q1 202211
BINGHAM OSBORN & SCARBOROUGH LLC 11110.04%0.09%0.15%Q3 2017Q1 202011
Spark Investment Management LLC 910.02%2.27%5.08%Q4 2015Q3 202211
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 11112.50%4.06%6.34%Q1 2020Q3 202211
Column Capital Advisors, LLC 11110.06%0.14%0.24%Q1 2020Q3 202211
Sands Capital Management 11111.00%3.17%4.76%Q1 2020Q3 202211
PITCAIRN CO 11110.04%0.17%0.24%Q1 2020Q3 202211
Investment Research & Advisory Group, Inc. 11110.00%0.04%0.07%Q1 2020Q3 202211
Old Well Partners, LLC 11111.19%2.15%2.98%Q1 2020Q3 202211
Hunt Lane Capital LP 11110.39%7.20%12.51%Q1 2020Q3 202211
CLEAR STREET MARKETS LLC 410.02%0.15%0.33%Q4 2020Q3 202211
Acropolis Investment Management, LLC 11110.01%0.03%0.05%Q1 2020Q3 202211
Archer Investment Corp 11110.00%0.01%0.02%Q1 2020Q3 202211
Integrated Advisors Network LLC 710.00%0.06%0.19%Q4 2019Q3 202211
ADVISOR GROUP HOLDINGS, INC. 11110.03%0.09%0.16%Q1 2020Q3 202211
OppenheimerFunds, Inc. 10100.00%0.03%0.07%Q3 2016Q4 201810
Eagle Capital Management, LLC 10101.22%2.06%4.40%Q3 2017Q4 201910
Total Clarity Wealth Management, Inc. 10100.12%0.41%0.63%Q2 2020Q3 202210
TOKIO MARINE ASSET MANAGEMENT CO LTD 10100.03%0.08%0.18%Q2 2020Q3 202210
RMR Wealth Builders 910.07%0.20%0.34%Q4 2019Q2 202210
Fiera Capital Corp 820.00%0.00%0.01%Q2 2018Q4 202010
EQUITABLE TRUST CO 10100.02%0.04%0.07%Q1 2020Q2 202210
PERSONAL CFO SOLUTIONS, LLC 10100.06%0.17%0.33%Q2 2020Q3 202210
Gotham Asset Management, LLC 510.00%0.07%0.21%Q4 2016Q4 202110
Catamount Wealth Management 10100.00%0.00%0.01%Q4 2016Q1 201910
Xact Kapitalforvaltning AB 10100.02%0.07%0.10%Q4 2017Q1 202010
CAROLINAS WEALTH CONSULTING LLC 10100.00%0.01%0.02%Q2 2020Q3 202210
MONETARY MANAGEMENT GROUP INC 10100.00%0.46%0.70%Q1 2020Q2 202210
FARMERS & MERCHANTS INVESTMENTS INC 420.00%0.00%0.00%Q4 2017Q2 202210
HANSEATIC MANAGEMENT SERVICES INC 550.01%0.64%1.38%Q4 2017Q3 202110
LS Investment Advisors, LLC 10100.00%0.01%0.01%Q4 2017Q1 202010
SpiderRock Advisors, LLC 720.00%0.08%0.26%Q2 2017Q3 202210
Parkwood LLC 910.05%0.20%0.64%Q4 2019Q2 202210
FCG ADVISORS, LLC 10100.06%0.10%0.16%Q2 2018Q3 202010
MIZUHO SECURITIES USA LLC 510.00%0.04%0.10%Q4 2015Q2 201810
CEDAR CAPITAL, LLC 10100.24%0.70%2.06%Q2 2018Q3 202010
Gerber Kawasaki Wealth & Investment Management 880.00%0.21%1.01%Q4 2020Q3 202210
Canal Capital Management, LLC 10100.13%0.40%0.77%Q2 2020Q3 202210
HARTLINE INVESTMENT CORP/ 910.58%1.72%2.53%Q3 2018Q2 202210
PenderFund Capital Management Ltd. 10100.64%1.57%2.57%Q2 2020Q3 202210
HBC Financial Services, PLLC 10100.01%0.02%0.07%Q2 2020Q3 202210
Fieldpoint Private Securities, LLC 820.00%0.07%0.24%Q3 2019Q2 202210
Longitude (Cayman) Ltd. 881.15%1.87%3.15%Q4 2020Q3 202210
Stevens First Principles Investment Advisors 10100.07%0.12%0.26%Q4 2015Q1 201810
Partner Investment Management, L.P. 10100.35%0.86%1.53%Q1 2017Q2 201910
WJ Wealth Management, LLC 10100.14%1.01%2.34%Q2 2020Q3 202210
Cornerstone Advisors, Inc. 10100.00%0.01%0.04%Q2 2018Q3 202010
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.03%0.10%Q2 2019Q3 202210
Teza Capital Management LLC 510.04%0.19%0.46%Q2 2018Q3 202210
ZACKS INVESTMENT MANAGEMENT 10100.00%0.14%0.28%Q4 2019Q1 202210
Rathbones Group PLC 10100.01%0.02%0.03%Q2 2020Q3 202210
Sciencast Management LP 310.10%0.27%0.64%Q4 2017Q4 202110
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
Profit Investment Management, LLC 10100.27%0.46%0.64%Q2 2020Q3 202210
Mariner, LLC 710.00%0.01%0.03%Q3 2018Q3 202210
PARK AVENUE SECURITIES LLC 10100.01%0.03%0.06%Q2 2020Q3 202210
Financial Advocates Investment Management 10100.03%0.06%0.11%Q2 2020Q3 202210
GFG Capital, LLC 10100.27%0.50%0.70%Q2 2020Q3 202210
XPONANCE, INC. 10100.01%0.13%0.20%Q2 2020Q3 202210
Vigilant Capital Management, LLC 910.00%0.00%0.00%Q4 2019Q3 202210
Plante Moran Financial Advisors, LLC 510.00%0.01%0.05%Q2 2016Q2 202210
Banco de Sabadell, S.A 10100.06%0.10%0.20%Q4 2018Q1 202110
FNY Investment Advisers, LLC 210.00%0.06%0.39%Q4 2018Q3 202210
Rehmann Capital Advisory Group 640.00%0.02%0.03%Q1 2018Q3 202110
THOMPSON DAVIS & CO., INC. 820.01%0.16%0.73%Q4 2015Q3 201810
BAMCO INC /NY/ 10100.00%0.05%0.10%Q2 2020Q3 202210
SANDERS MORRIS HARRIS LLC 10100.06%0.18%0.28%Q2 2020Q3 202210
Brookstone Capital Management 10100.01%0.03%0.06%Q2 2020Q3 202210
Graham Capital Management, L.P. 820.07%0.31%0.88%Q1 2020Q3 202210
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.00%Q2 2017Q4 202110
Hyperion Asset Management Ltd 10104.82%9.27%12.98%Q2 2020Q3 202210
Baystate Wealth Management LLC 910.00%0.00%0.00%Q4 2019Q2 202210
DOMINI IMPACT INVESTMENTS LLC 10105.30%7.47%11.16%Q3 2017Q4 201910
BOOTHBAY FUND MANAGEMENT, LLC 510.01%0.06%0.14%Q4 2016Q1 202210
USS Investment Management Ltd 10100.04%0.11%0.20%Q2 2020Q3 202210
Handelsbanken Fonder AB 10100.04%0.08%0.12%Q2 2020Q3 202210
United Capital Management of KS, Inc. 10100.13%0.99%1.69%Q2 2020Q3 202210
Ameritas Investment Company, LLC 910.00%0.08%0.27%Q1 2019Q3 202110
Clal Insurance Enterprises Holdings Ltd 10100.50%1.72%3.50%Q3 2016Q4 201810
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10100.30%1.95%3.56%Q2 2020Q3 202210
Paradigm Financial Advisors, LLC 710.08%0.18%0.39%Q3 2018Q4 202110
Checchi Capital Advisers, LLC 810.02%0.04%0.06%Q3 2018Q1 202210
Diversified Trust Co 10100.02%0.22%0.34%Q2 2020Q3 202210
New Capital Management LP 10100.00%0.01%0.01%Q4 2018Q1 202110
BRR OpCo, LLC 610.04%0.10%0.14%Q1 2018Q2 202110
Good Life Advisors, LLC 410.03%0.07%0.11%Q3 2018Q1 202210
WP Advisors, LLC 10100.16%0.54%1.34%Q2 2020Q3 202210
BP PLC 640.08%0.10%0.13%Q3 2018Q2 202110
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 990.00%0.02%0.10%Q3 2020Q3 202210
CSat Investment Advisory, L.P. 10100.52%1.94%5.18%Q2 2018Q3 202010
Vanguard Personalized Indexing Management, LLC 10100.06%0.19%0.36%Q2 2020Q3 202210
COOKSON PEIRCE & CO INC 610.02%0.12%0.33%Q3 2018Q1 202210
Global X Management CO LLC 990.00%0.09%0.46%Q2 2016Q2 20189
Sicart Associates LLC 540.07%0.11%0.18%Q4 2017Q3 20219
Quadrature Capital Ltd 310.06%0.49%1.39%Q3 2016Q4 20219
ADVISORY RESEARCH INC 420.00%0.03%0.08%Q4 2018Q3 20219
Pictet North America Advisors SA 720.02%0.08%0.31%Q4 2018Q1 20229
Elite Wealth Management, Inc. 810.01%0.05%0.09%Q3 2016Q3 20229
WISCONSIN CAPITAL MANAGEMENT LLC 540.23%1.61%2.64%Q4 2018Q1 20229
GPS Wealth Strategies Group, LLC 990.01%0.16%0.28%Q3 2020Q3 20229
Capital Markets Trading UK LLP 210.01%0.03%0.13%Q3 2018Q3 20229
C M BIDWELL & ASSOCIATES LTD 990.00%0.04%0.13%Q3 2020Q3 20229
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.10%0.40%Q3 2020Q3 20229
Elmwood Wealth Management, Inc. 410.01%0.01%0.01%Q4 2018Q4 20219
MORGENS WATERFALL VINTIADIS & CO INC 633.10%4.21%4.86%Q1 2018Q4 20219
Financial Gravity Asset Management, Inc. 540.00%0.03%0.11%Q1 2019Q1 20229
Key FInancial Inc 810.01%0.02%0.03%Q1 2020Q3 20229
Pacer Advisors, Inc. 630.00%0.01%0.02%Q2 2016Q4 20219
SFE Investment Counsel 810.07%0.10%0.13%Q4 2019Q1 20229
J.W. COLE ADVISORS, INC. 990.02%0.10%0.18%Q3 2020Q3 20229
CARILLON TOWER ADVISERS, INC. 990.28%0.36%0.64%Q4 2017Q4 20199
Cognios Capital, LLC 990.11%0.48%1.00%Q2 2017Q2 20199
D L CARLSON INVESTMENT GROUP INC 810.79%1.57%2.65%Q3 2019Q4 20219
ClariVest Asset Management LLC 990.00%0.00%0.00%Q1 2019Q1 20219
Archon Partners LLC 810.62%2.27%3.17%Q1 2019Q1 20229
Stonebridge Financial Planning Group, LLC 990.01%0.03%0.05%Q4 2019Q4 20219
Winch Advisory Services, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Arnhold LLC 990.04%0.06%0.07%Q2 2020Q2 20229
Corient Capital Partners, LLC 990.02%0.13%0.23%Q3 2020Q3 20229
SQN Investors LP 993.25%5.27%7.29%Q3 2020Q3 20229
EMERALD MUTUAL FUND ADVISERS TRUST 810.01%0.05%0.12%Q3 2018Q3 20229
Sloy Dahl & Holst, LLC 810.04%1.39%2.56%Q2 2020Q3 20229
Vontobel Holding Ltd. 880.07%0.14%0.22%Q4 2020Q3 20229
Eudaimonia Partners, LLC 810.02%0.08%0.13%Q4 2019Q1 20229
Versant Capital Management, Inc 810.00%0.00%0.00%Q3 2018Q1 20229
HITE Hedge Asset Management LLC 990.03%0.22%0.78%Q1 2020Q1 20229
TRANSCEND CAPITAL ADVISORS, LLC 990.03%0.05%0.08%Q3 2020Q3 20229
BB&T SECURITIES, LLC 990.00%0.01%0.04%Q3 2017Q3 20199
First Eagle Investment Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
Heritage Wealth Advisors 990.00%0.00%0.00%Q3 2020Q3 20229
DRIEHAUS CAPITAL MANAGEMENT LLC 990.02%0.05%0.11%Q1 2017Q1 20199
CASTLEARK MANAGEMENT LLC 630.02%0.10%0.19%Q4 2016Q3 20209
HOWARD WEALTH MANAGEMENT, LLC 810.17%0.31%0.40%Q4 2019Q1 20229
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 610.04%0.14%0.27%Q2 2018Q4 20219
JUPITER ASSET MANAGEMENT LTD 810.01%0.26%0.46%Q1 2019Q4 20219
FIDUCIARY TRUST CO 990.01%0.02%0.02%Q2 2020Q2 20229
RITHOLTZ WEALTH MANAGEMENT 510.00%0.02%0.03%Q4 2020Q3 20229
LAKE STREET FINANCIAL LLC 810.06%0.11%0.12%Q3 2019Q1 20229
BSW Wealth Partners 720.02%0.06%0.12%Q2 2019Q3 20229
GM Advisory Group, Inc. 990.06%0.11%0.15%Q1 2020Q1 20229
Clear Perspective Advisors, LLC 720.02%0.26%1.04%Q1 2018Q4 20219
PagnatoKarp Partners LLC 990.05%0.09%0.16%Q1 2018Q1 20209
State of Alaska, Department of Revenue 720.01%0.03%0.06%Q4 2017Q1 20219
Lenox Wealth Advisors, LLC 540.00%0.00%0.00%Q1 2019Q4 20219
Kestra Advisory Services, LLC 990.05%0.15%0.22%Q3 2020Q3 20229
GATEWAY INVESTMENT ADVISERS LLC 990.01%0.04%0.05%Q3 2020Q3 20229
MONETA GROUP INVESTMENT ADVISORS LLC 810.00%0.02%0.04%Q2 2018Q2 20229
Newbridge Financial Services Group, Inc. 990.53%1.03%1.48%Q3 2020Q3 20229
CHICAGO EQUITY PARTNERS LLC 810.02%0.16%0.27%Q4 2016Q1 20209
Bay Harbor Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
MANCHESTER FINANCIAL INC 810.02%0.08%0.12%Q2 2019Q3 20219
Mirador Capital Partners LP 810.07%0.11%0.14%Q3 2018Q1 20229
SCGE MANAGEMENT, L.P. 630.37%2.34%7.00%Q4 2015Q1 20229
MOODY LYNN & LIEBERSON, LLC 610.02%0.16%0.51%Q4 2015Q4 20219
Freestone Capital Holdings, LLC 990.01%0.03%0.05%Q3 2020Q3 20229
Camden Capital, LLC 720.12%0.20%0.25%Q4 2019Q1 20229
LIGHT STREET CAPITAL MANAGEMENT, LLC 610.13%3.06%5.11%Q4 2016Q3 20219
Wealth Alliance 990.04%0.16%0.23%Q2 2020Q2 20229
WHITTIER TRUST CO OF NEVADA INC 990.01%0.03%0.08%Q3 2020Q3 20229
PUTNAM INVESTMENTS LLC 510.00%0.07%0.17%Q1 2017Q4 20219
PROFUND ADVISORS LLC 710.01%0.02%0.02%Q1 2018Q1 20229
KESTRA PRIVATE WEALTH SERVICES, LLC 990.07%0.16%0.22%Q3 2020Q3 20229
HORIZON KINETICS ASSET MANAGEMENT LLC 540.01%0.01%0.01%Q1 2019Q3 20219
CMT Capital Markets Trading GmbH 410.00%0.01%0.02%Q4 2018Q3 20229
WORLDQUANT MILLENNIUM ADVISORS LLC 510.02%0.23%0.46%Q2 2019Q3 20229
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.09%0.27%0.49%Q1 2017Q1 20199
Gladstone Institutional Advisory LLC 710.02%0.11%0.20%Q1 2019Q3 20229
Laffer Tengler Investments 990.10%0.26%0.37%Q3 2020Q3 20229
Advisor OS, LLC 990.08%0.17%0.27%Q3 2020Q3 20229
LOOMIS SAYLES & CO L P 810.00%0.31%1.16%Q1 2016Q3 20229
Ranch Capital Advisors Inc. 990.03%0.16%0.23%Q4 2019Q4 20219
Ethic Inc. 990.08%0.16%0.25%Q3 2020Q3 20229
A.R.T. Advisors, LLC 510.05%0.42%0.88%Q1 2016Q4 20199
G&S Capital LLC 990.02%0.03%0.05%Q1 2018Q1 20209
JAG CAPITAL MANAGEMENT, LLC 720.03%0.80%2.90%Q1 2019Q2 20229
LA FINANCIERE DE L'ECHIQUIER 990.06%0.41%0.95%Q3 2018Q3 20209
Illinois Municipal Retirement Fund 990.02%0.06%0.12%Q3 2020Q3 20229
CWA Asset Management Group, LLC 880.00%0.04%0.07%Q2 2020Q1 20229
MAI Capital Management 990.01%0.01%0.01%Q3 2020Q3 20229
Centerpoint Advisors, LLC 880.01%0.07%0.14%Q4 2020Q3 20228
THOMPSON SIEGEL & WALMSLEY LLC 530.00%0.01%0.02%Q2 2018Q3 20228
GABELLI FUNDS LLC 410.01%0.05%0.11%Q1 2018Q3 20228
VIKING GLOBAL INVESTORS LP 410.21%1.36%3.24%Q2 2019Q3 20228
NORTHERN OAK WEALTH MANAGEMENT INC 710.00%0.05%0.17%Q3 2019Q2 20228
THORNBURG INVESTMENT MANAGEMENT INC 880.01%0.14%0.20%Q1 2019Q4 20208
SHEETS SMITH WEALTH MANAGEMENT 710.03%0.07%0.11%Q3 2017Q1 20228
Natixis Investment Managers International 620.00%0.10%0.16%Q2 2017Q2 20228
REGENTATLANTIC CAPITAL LLC 610.01%0.01%0.02%Q3 2018Q2 20228
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 710.44%0.64%0.89%Q3 2019Q3 20228
CHICKASAW CAPITAL MANAGEMENT LLC 620.01%0.01%0.02%Q3 2018Q4 20208
JACOB ASSET MANAGEMENT OF NEW YORK LLC 882.57%3.20%5.60%Q4 2020Q3 20228
Veritable, L.P. 710.00%0.01%0.01%Q2 2020Q3 20228
Calamos Advisors LLC 710.00%0.02%0.03%Q1 2020Q2 20228
Commonwealth Equity Services, Inc 880.00%0.00%0.01%Q4 2015Q3 20178
MAKENA CAPITAL MANAGEMENT LLC 710.63%1.33%1.95%Q2 2017Q2 20228
HBK Sorce Advisory LLC 610.02%0.03%0.05%Q3 2018Q4 20218
SYMMETRY PEAK MANAGEMENT LLC 210.04%0.28%0.78%Q1 2016Q1 20218
Arlington Partners LLC 710.00%0.03%0.14%Q3 2018Q2 20228
Jaffetilchin Investment Partners, LLC 880.04%0.15%0.28%Q3 2020Q2 20228
Matrix Capital Management Company, LP 880.13%2.61%5.14%Q1 2018Q4 20198
Apriem Advisors 420.01%0.05%0.09%Q2 2018Q3 20218
Green Alpha Advisors, LLC 880.44%1.02%1.94%Q4 2020Q3 20228
IMC-Chicago, LLC 310.00%0.07%0.27%Q4 2019Q4 20218
Alyeska Investment Group, L.P. 410.02%0.14%0.26%Q4 2015Q4 20218
AGF Investments LLC 420.00%0.01%0.03%Q3 2017Q3 20218
Quantbot Technologies LP 310.08%0.25%0.41%Q4 2016Q2 20218
Highlander Capital Management, LLC 620.02%0.04%0.05%Q4 2018Q3 20228
MARSHALL WACE ASIA Ltd 410.20%0.75%1.39%Q4 2017Q3 20218
Jump Trading, LLC 440.00%0.17%0.30%Q2 2018Q1 20198
Kessler Investment Group, LLC 530.00%0.16%0.51%Q3 2017Q2 20228
FOX RUN MANAGEMENT, L.L.C. 210.13%0.24%0.55%Q2 2017Q2 20228
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 880.00%0.00%0.01%Q4 2020Q3 20228
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.20%0.55%Q4 2015Q1 20208
BUCKINGHAM STRATEGIC WEALTH, LLC 310.01%0.02%0.05%Q3 2018Q3 20218
Assenagon Asset Management S.A. 710.00%0.06%0.24%Q4 2019Q3 20228
Edge Wealth Management LLC 710.00%0.01%0.02%Q3 2018Q4 20218
Advocacy Wealth Management Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
M Holdings Securities, Inc. 310.05%0.08%0.12%Q3 2017Q1 20228
OARSMAN CAPITAL, INC. 880.10%0.16%0.22%Q2 2020Q1 20228
FLOSSBACH VON STORCH AG 880.01%0.02%0.04%Q1 2020Q4 20218
EXENCIAL WEALTH ADVISORS, LLC 880.02%0.06%0.09%Q2 2020Q1 20228
Alpine Global Management, LLC 210.02%1.80%9.59%Q3 2017Q4 20218
BlueMar Capital Management, LLC 880.48%1.73%2.86%Q4 2020Q3 20228
Gideon Capital Advisors, Inc. 310.14%0.50%1.67%Q4 2016Q4 20198
Northeast Financial Consultants Inc 880.02%0.04%0.09%Q4 2020Q3 20228
Bellecapital International Ltd. 710.10%0.17%0.28%Q4 2015Q4 20178
Archford Capital Strategies, LLC 710.07%0.11%0.16%Q3 2020Q3 20228
Grassi Investment Management 440.02%0.29%1.24%Q2 2019Q3 20218
WINTON GROUP Ltd 620.01%0.03%0.10%Q1 2018Q2 20208
Teamwork Financial Advisors, LLC 880.06%0.52%0.89%Q2 2020Q1 20228
McGowan Group Asset Management, Inc. 880.04%0.07%0.11%Q1 2019Q4 20208
Sowell Financial Services LLC 710.00%0.03%0.06%Q4 2016Q1 20218
Lido Advisors, LLC 710.00%0.02%0.07%Q2 2017Q1 20228
Jackson, Grant Investment Advisers, Inc. 620.00%0.02%0.04%Q2 2020Q2 20228
BEACON INVESTMENT ADVISORY SERVICES, INC. 880.02%0.04%0.06%Q4 2020Q3 20228
HMS Capital Management, LLC 550.28%0.73%1.51%Q2 2018Q2 20198
ARTHUR M. COHEN & ASSOCIATES, LLC 880.05%0.30%0.47%Q3 2020Q2 20228
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Farmers & Merchants Trust Co of Chambersburg PA 880.01%0.02%0.02%Q1 2020Q4 20218
Doyle Wealth Management 610.00%0.03%0.04%Q4 2018Q1 20228
Morse Asset Management, Inc 620.12%0.45%1.04%Q1 2019Q4 20218
Watermark Asset Management, Inc. 880.01%0.01%0.03%Q1 2017Q4 20188
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
Csenge Advisory Group 710.00%0.06%0.09%Q3 2018Q1 20228
Cypress Wealth Services, LLC 880.06%0.14%0.22%Q2 2020Q1 20228
Claraphi Advisory Network, LLC 710.08%0.26%0.43%Q2 2019Q3 20218
Castle Rock Wealth Management, LLC 510.14%0.38%0.81%Q2 2018Q3 20218
Blueshift Asset Management, LLC 610.01%0.33%1.16%Q2 2019Q3 20228
Wealthstreet Investment Advisors, LLC 530.04%0.08%0.12%Q4 2018Q1 20218
Apoletto Ltd 880.08%0.16%0.25%Q4 2020Q3 20228
NORTHSTAR CAPITAL MANAGEMENT LLC 882.18%4.35%6.11%Q4 2017Q3 20198
Elo Mutual Pension Insurance Co 880.08%0.16%0.22%Q4 2020Q3 20228
O'Dell Group, LLC 880.03%0.07%0.10%Q4 2020Q3 20228
Beacon Pointe Advisors, LLC 880.02%0.03%0.07%Q4 2020Q3 20228
Sepio Capital, LP 710.05%0.14%0.27%Q2 2020Q3 20228
SlateStone Wealth, LLC 710.18%0.79%1.02%Q1 2019Q4 20218
Claro Advisors LLC 710.01%0.14%0.19%Q4 2018Q1 20228
Apollon Wealth Management, LLC 710.03%0.09%0.19%Q2 2020Q3 20228
Magnus Financial Group LLC 710.02%0.06%0.10%Q3 2020Q3 20228
Arkos Global Advisors 880.08%0.15%0.18%Q2 2020Q1 20228
Patriot Investment Management Inc. 880.04%0.06%0.09%Q2 2020Q1 20228
WASHBURN CAPITAL MANAGEMENT, INC. 880.44%0.75%0.99%Q1 2020Q4 20218
Maryland State Retirement & Pension System 880.08%0.18%0.25%Q4 2020Q3 20228
EPIQ PARTNERS, LLC 880.17%0.26%0.36%Q2 2020Q1 20228
BELLEVUE ASSET MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Indie Asset Partners, LLC 880.16%0.28%0.37%Q2 2020Q1 20228
Delta Accumulation, LLC 440.02%0.85%3.32%Q4 2021Q3 20228
Stevard, LLC 880.34%0.64%1.04%Q2 2020Q1 20228
Aaron Wealth Advisors LLC 880.06%0.25%0.39%Q4 2020Q3 20228
Hexagon Capital Partners LLC 710.00%0.00%0.01%Q3 2020Q3 20228
WOLFF WIESE MAGANA LLC 880.01%0.19%0.42%Q4 2020Q3 20228
Ten Capital Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Polar Capital Holdings Plc 880.02%0.14%0.39%Q4 2020Q3 20228
Accel Wealth Management 880.04%0.25%0.46%Q4 2020Q3 20228
Bouvel Investment Partners, LLC 880.56%1.59%2.40%Q4 2020Q3 20228
Clearview Wealth Advisors LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Octavia Wealth Advisors, LLC 880.09%0.12%0.16%Q4 2020Q3 20228
Legal Advantage Investments, Inc. 881.06%2.57%3.54%Q4 2020Q3 20228
Tradition Wealth Management, LLC 880.00%0.04%0.06%Q4 2020Q3 20228
Steadview Capital Management LLC 887.30%9.84%13.71%Q4 2020Q3 20228
Veriti Management LLC 880.06%0.14%0.26%Q4 2020Q3 20228
AtonRa Partners 881.77%2.44%2.92%Q4 2020Q3 20228
Orion Capital Management LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Alamar Capital Management, LLC 881.00%2.45%3.73%Q4 2020Q3 20228
EMC Capital Management 880.06%0.11%0.19%Q4 2020Q3 20228
SOA Wealth Advisors, LLC. 880.01%0.11%0.38%Q4 2020Q3 20228
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
J Arnold Wealth Management Co 880.20%0.61%1.41%Q4 2019Q3 20218
Key Client Fiduciary Advisors, LLC 440.32%0.51%0.86%Q4 2021Q3 20228
REGENTS OF THE UNIVERSITY OF CALIFORNIA 610.14%8.64%20.59%Q2 2017Q1 20208
SUNTRUST BANKS INC 710.00%0.01%0.02%Q1 2017Q3 20198
COMERICA SECURITIES,INC. 880.02%0.03%0.06%Q2 2020Q1 20228
MONTAG A & ASSOCIATES INC 880.00%0.01%0.01%Q4 2020Q3 20228
MARK ASSET MANAGEMENT LP 770.01%1.59%2.81%Q1 2021Q3 20228
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.00%0.00%Q1 2018Q4 20218
FIRST MIDWEST BANK TRUST DIVISION 620.03%0.05%0.09%Q4 2017Q3 20218
MOSELEY INVESTMENT MANAGEMENT INC 880.34%0.80%1.14%Q3 2020Q2 20228
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.05%0.23%Q4 2016Q1 20208
Wharton Business Group, LLC 520.02%0.03%0.04%Q2 2020Q1 20227
Regent Investment Management LLC 770.13%0.39%0.87%Q1 2021Q3 20227
AIA Group Ltd 610.01%0.03%0.04%Q4 2020Q3 20227
Cypress Capital Management LLC (WY) 610.00%0.01%0.01%Q4 2018Q4 20217
WEALTHFRONT Corp 770.02%0.07%0.12%Q1 2017Q3 20187
Intersect Capital LLC 770.05%0.08%0.13%Q3 2020Q1 20227
BAKER TILLY WEALTH MANAGEMENT, LLC 770.03%0.08%0.15%Q1 2021Q3 20227
Capital Asset Advisory Services LLC 610.03%0.05%0.06%Q4 2019Q4 20217
WD RUTHERFORD LLC 610.19%1.94%2.83%Q4 2020Q3 20227
Sand Hill Global Advisors, LLC 770.01%0.03%0.04%Q3 2020Q1 20227
ALBION FINANCIAL GROUP /UT 610.00%0.00%0.01%Q4 2020Q3 20227
Sugarloaf Wealth Management, LLC 520.00%0.00%0.00%Q4 2020Q3 20227
Sitrin Capital Management LLC 772.14%3.00%3.49%Q3 2020Q1 20227
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.00%0.00%0.01%Q3 2020Q1 20227
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.03%0.06%Q3 2020Q1 20227
Partnervest Advisory Services LLC 770.08%0.12%0.19%Q1 2019Q3 20207
Phoenix Wealth Advisors 770.36%0.84%1.42%Q4 2020Q2 20227
Central Asset Investments & Management Holdings (HK) Ltd 520.07%1.27%5.62%Q2 2018Q3 20217
Alphabet Inc. 430.02%0.12%0.28%Q4 2017Q3 20197
Simplify Asset Management Inc. 660.01%0.12%0.32%Q4 2020Q1 20227
OSTERWEIS CAPITAL MANAGEMENT INC 770.09%0.20%0.32%Q2 2016Q4 20177
Precision Wealth Strategies, LLC 770.24%0.37%0.65%Q1 2021Q3 20227
Mach-1 Financial Group, LLC 430.00%0.19%1.30%Q4 2020Q3 20227
Hennion & Walsh Asset Management, Inc. 770.03%0.16%0.25%Q1 2021Q3 20227
Capital Wealth Alliance, LLC 610.10%0.28%0.43%Q4 2019Q4 20217
Quilter Plc 770.02%0.06%0.14%Q1 2020Q3 20217
Clark Capital Management Group, Inc. 770.00%0.01%0.01%Q3 2020Q1 20227
ShawSpring Partners LLC 778.83%15.54%19.16%Q2 2020Q4 20217
MISSION WEALTH MANAGEMENT, LP 770.01%0.02%0.03%Q4 2020Q2 20227
Menard Financial Group LLC 610.23%0.64%1.01%Q2 2020Q1 20227
Magnetar Financial LLC 310.00%0.02%0.03%Q2 2016Q4 20217
TrinityPoint Wealth, LLC 770.06%0.08%0.10%Q2 2020Q4 20217
CRA Financial Services, LLC 770.10%0.17%0.22%Q3 2020Q1 20227
TimeScale Financial, Inc. 770.00%0.00%0.01%Q1 2021Q3 20227
Advisory Resource Group 770.10%0.13%0.18%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
LVZ, Inc. 770.04%0.06%0.09%Q3 2020Q1 20227
Bridgecreek Investment Management, LLC 770.18%0.42%0.61%Q1 2021Q3 20227
Blue Zone Wealth Advisors, LLC 770.08%0.14%0.17%Q3 2020Q1 20227
PREMIER ASSET MANAGEMENT LLC 510.05%1.01%2.62%Q4 2018Q4 20217
Cooper Financial Group 770.07%0.09%0.11%Q2 2020Q4 20217
COUNTRY TRUST BANK 770.00%0.00%0.00%Q1 2021Q3 20227
Lombard Odier Asset Management (Europe) Ltd 410.02%0.02%0.03%Q2 2018Q3 20207
Park West Asset Management LLC 771.09%1.97%2.58%Q2 2020Q4 20217
CHASE INVESTMENT COUNSEL CORP 410.32%0.78%0.95%Q4 2018Q3 20217
ALLEN HOLDING INC /NY 430.04%0.07%0.11%Q2 2017Q2 20197
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Retirement Group, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
12 West Capital Management LP 771.86%3.45%4.44%Q2 2020Q4 20217
Concord Wealth Partners 770.01%0.05%0.09%Q4 2020Q2 20227
GREENLEAF TRUST 770.00%0.01%0.01%Q3 2020Q1 20227
PIEDMONT INVESTMENT ADVISORS INC 770.06%0.07%0.09%Q3 2018Q1 20207
Cornell Pochily Investment Advisors, Inc. 770.08%0.13%0.16%Q3 2020Q1 20227
Interval Partners, LP 310.06%0.20%0.60%Q3 2019Q2 20227
MITCHELL MCLEOD PUGH & WILLIAMS INC 770.07%0.12%0.15%Q3 2020Q1 20227
Lee Financial Co 320.00%0.00%0.00%Q1 2018Q3 20227
Vista Wealth Management Group, LLC 770.03%0.08%0.14%Q1 2021Q3 20227
Hudson Bay Capital Management LP 210.01%0.13%0.35%Q4 2018Q2 20227
Burleson & Company, LLC 770.00%0.78%2.02%Q1 2021Q3 20227
Resolute Advisors LLC 770.00%0.02%0.05%Q1 2021Q3 20227
Solstein Capital, LLC 770.01%0.11%0.30%Q1 2021Q3 20227
Altimeter Capital Management 520.05%0.97%1.78%Q4 2016Q1 20217
Bellwether Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Carmichael Hill & Associates, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
Virtue Capital Management, LLC 770.15%0.39%0.64%Q3 2020Q1 20227
Firestone Capital Management 610.00%0.05%0.08%Q4 2019Q3 20217
LOGAN CAPITAL MANAGEMENT INC 610.00%0.00%0.02%Q3 2018Q2 20227
IFG Advisory, LLC 610.03%0.05%0.10%Q3 2018Q1 20227
Quadrant Private Wealth Management, LLC 610.09%0.12%0.18%Q2 2020Q1 20227
NuWave Investment Management, LLC 610.01%0.48%1.40%Q3 2020Q3 20227
WealthPLAN Partners, LLC 770.02%0.04%0.06%Q2 2020Q4 20217
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
ATLAS CAPITAL ADVISORS LLC 770.00%0.15%0.45%Q1 2021Q3 20227
AXIOM INVESTORS LLC /DE 770.05%0.81%1.48%Q3 2020Q1 20227
Spearhead Capital Advisors, LLC 770.04%0.07%0.11%Q2 2020Q4 20217
Cipher Capital LP 310.06%0.28%0.88%Q4 2018Q3 20227
Parisi Gray Wealth Management 610.00%0.01%0.03%Q4 2017Q2 20217
Avion Wealth 770.00%0.01%0.01%Q1 2021Q3 20227
BRIDGEWAY CAPITAL MANAGEMENT, LLC 430.03%0.07%0.12%Q4 2019Q1 20227
Pearl River Capital, LLC 210.07%0.28%0.58%Q4 2018Q3 20227
CTC LLC 430.00%0.02%0.03%Q4 2020Q3 20227
Melqart Asset Management (UK) Ltd 770.18%0.37%0.54%Q2 2020Q4 20217
BAILARD, INC. 770.11%0.35%0.51%Q1 2021Q3 20227
WESTFIELD CAPITAL MANAGEMENT CO LP 310.00%0.22%0.32%Q3 2017Q3 20207
Spire Wealth Management 770.01%0.04%0.08%Q1 2021Q3 20227
DORCHESTER WEALTH MANAGEMENT Co 610.06%0.11%0.16%Q3 2019Q3 20217
CATALYST PRIVATE WEALTH, LLC 770.13%0.27%0.36%Q3 2020Q1 20227
THOROUGHBRED FINANCIAL SERVICES, LLC 770.11%0.14%0.25%Q3 2020Q1 20227
Stamos Capital Partners, L.P. 520.15%0.39%0.68%Q4 2018Q2 20227
Pinnacle Bancorp, Inc. 430.00%0.01%0.02%Q1 2019Q3 20227
Venture Visionary Partners LLC 770.01%0.04%0.06%Q4 2020Q2 20227
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
AFFINITY WEALTH MANAGEMENT LLC 610.32%0.81%1.86%Q1 2019Q3 20217
Sierra Capital LLC 770.02%0.04%0.05%Q1 2021Q3 20227
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q4 2020Q2 20227
COLONY GROUP LLC 610.00%0.01%0.01%Q4 2019Q1 20227
Johnson Financial Group, Inc. 520.00%0.00%0.00%Q4 2018Q3 20227
Hixon Zuercher, LLC 770.48%0.82%1.12%Q1 2021Q3 20227
Sound View Wealth Advisors Group, LLC 770.05%0.07%0.08%Q3 2020Q1 20227
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%1.12%1.83%Q4 2020Q2 20227
PFG Advisors 770.02%0.04%0.05%Q2 2020Q4 20217
HOWARD CAPITAL MANAGEMENT 610.05%0.07%0.11%Q1 2017Q4 20207
BRINKER CAPITAL INC 770.02%0.04%0.06%Q4 2018Q2 20207
TTP Investments, Inc. 770.24%0.93%2.94%Q1 2018Q3 20197
Weaver Consulting Group 770.00%0.02%0.06%Q1 2019Q3 20207
Tarbox Family Office, Inc. 610.00%0.00%0.00%Q3 2018Q1 20227
Permanens Capital L.P. 770.00%0.00%0.00%Q4 2019Q2 20217
Sarasin & Partners LLP 770.05%0.08%0.14%Q2 2019Q4 20207
BTC Capital Management, Inc. 610.04%0.06%0.08%Q4 2018Q3 20227
Greytown Advisors Inc. 770.12%0.20%0.26%Q3 2020Q1 20227
Mayflower Financial Advisors, LLC 660.00%0.05%0.07%Q4 2020Q1 20227
ROCKY MOUNTAIN ADVISERS, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Golden Green, Inc. 770.64%1.57%3.20%Q4 2020Q2 20227
VAN ECK ASSOCIATES CORP 770.01%0.02%0.03%Q1 2021Q3 20227
Capula Management Ltd 210.00%0.06%0.18%Q1 2020Q3 20217
Clarius Group, LLC 660.03%0.04%0.04%Q4 2020Q1 20226
Monaco Asset Management SAM 210.20%0.42%0.54%Q4 2019Q1 20226
NewEdge Wealth, LLC 660.04%0.11%0.20%Q1 2021Q2 20226
Capital Investment Advisors, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Nepsis Inc. 330.24%3.69%6.67%Q1 2020Q3 20226
Wealthsimple US, Ltd. 660.26%0.33%0.44%Q4 2019Q1 20216
NovaPoint Capital, LLC 660.11%0.13%0.14%Q4 2020Q1 20226
NIA IMPACT ADVISORS, LLC 660.63%2.50%3.18%Q4 2020Q1 20226
EMFO, LLC 660.04%0.11%0.17%Q2 2021Q3 20226
CIM INVESTMENT MANAGEMENT INC 660.13%0.23%0.43%Q2 2021Q3 20226
Advisor Resource Council 660.04%0.15%0.62%Q2 2021Q3 20226
BNC WEALTH MANAGEMENT, LLC 661.14%1.84%2.20%Q3 2020Q4 20216
State of Wyoming 660.01%0.11%0.25%Q1 2021Q2 20226
TFC Financial Management 660.01%0.01%0.01%Q3 2020Q4 20216
Baron Financial Group, LLC 660.02%0.03%0.03%Q3 2020Q4 20216
HBK INVESTMENTS L P 210.00%0.02%0.05%Q1 2017Q4 20216
Codex Capital, L.L.C. 660.17%0.38%0.54%Q3 2020Q4 20216
HERITAGE WEALTH MANAGEMENT, LLC 330.01%0.09%0.33%Q1 2021Q3 20226
Tabor Asset Management, LP 421.42%2.48%4.09%Q4 2020Q2 20226
SRS Capital Advisors, Inc. 510.00%0.00%0.01%Q4 2020Q2 20226
Holloway Wealth Management, LLC 660.00%0.01%0.01%Q2 2020Q3 20216
Bard Financial Services, Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
Morris Retirement Advisors, LLC 660.16%0.26%0.31%Q4 2020Q1 20226
McClarren Financial Advisors, Inc. 510.00%0.00%0.01%Q1 2021Q3 20226
PRIO WEALTH LIMITED PARTNERSHIP 660.01%0.02%0.02%Q3 2020Q4 20216
Draper Asset Management, LLC 440.00%0.25%0.39%Q2 2021Q1 20226
Twin Lakes Capital Management, LLC 510.03%0.08%0.11%Q1 2021Q3 20226
Alight Capital Management LP 510.49%0.79%1.32%Q1 2019Q2 20216
Insight Advisors, LLC/ PA 660.12%0.29%0.44%Q4 2020Q1 20226
Oder Investment Management, LLC 660.28%0.50%0.71%Q4 2020Q1 20226
Interchange Capital Partners, LLC 420.30%0.63%0.90%Q4 2020Q3 20226
Oxler Private Wealth LLC 420.01%0.08%0.13%Q4 2020Q3 20226
Balentine LLC 510.00%0.00%0.01%Q2 2019Q3 20226
Sequoia Financial Advisors, LLC 310.01%0.01%0.02%Q3 2018Q1 20226
NWAM LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Antonetti Capital Management LLC 510.00%0.01%0.01%Q2 2010Q3 20226
Miracle Mile Advisors, LLC 210.02%0.12%0.38%Q3 2019Q3 20226
Teilinger Capital Ltd. 210.01%0.16%0.65%Q1 2021Q2 20226
Invictus RG 210.00%1.49%7.23%Q2 2016Q3 20216
Oribel Capital Management, LP 210.06%0.46%1.49%Q4 2019Q1 20226
V Wealth Advisors LLC 660.06%0.09%0.11%Q4 2020Q1 20226
MetLife Investment Management, LLC 330.00%0.00%0.02%Q3 2018Q3 20226
TOBAM 210.00%0.10%0.32%Q4 2017Q3 20226
Cardan Capital Partners, LLC 660.54%0.87%1.01%Q2 2020Q3 20216
Clean Yield Group 660.00%0.00%0.00%Q2 2021Q3 20226
FULTON BANK, N.A. 660.02%0.04%0.05%Q3 2020Q4 20216
SUVRETTA CAPITAL MANAGEMENT, LLC 210.97%1.33%1.59%Q3 2020Q3 20226
Winslow Capital Management, LLC 660.36%1.19%1.58%Q3 2020Q4 20216
CAPROCK Group, Inc. 660.08%0.09%0.12%Q3 2020Q4 20216
Shamrock Asset Management LLC 510.00%0.06%0.36%Q1 2018Q3 20196
Virtu KCG Holdings LLC 510.00%0.03%0.06%Q4 2015Q2 20176
HORIZON FINANCIAL SERVICES, LLC 660.02%0.04%0.05%Q3 2020Q4 20216
EVERMAY WEALTH MANAGEMENT LLC 660.00%0.01%0.04%Q2 2021Q3 20226
RIVERPARK CAPITAL MANAGEMENT LLC 661.53%2.09%2.44%Q1 2021Q2 20226
PARADIGM ASSET MANAGEMENT CO LLC 660.05%0.11%0.15%Q4 2020Q1 20226
BTG Pactual Global Asset Management Ltd 210.72%0.93%1.08%Q1 2020Q1 20226
SIMON QUICK ADVISORS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
RiverPark Advisors, LLC 660.16%0.76%1.18%Q1 2021Q2 20226
ROYCE & ASSOCIATES LP 660.01%0.02%0.04%Q1 2017Q2 20186
MACROVIEW INVESTMENT MANAGEMENT LLC 510.00%0.00%0.01%Q1 2019Q4 20216
TB Alternative Assets Ltd. 330.43%0.90%2.21%Q2 2020Q3 20226
PARTNERS CAPITAL INVESTMENT GROUP, LLP 660.01%0.22%0.40%Q2 2021Q3 20226
Bartlett & Co. LLC 310.00%0.00%0.00%Q3 2019Q2 20226
Mitsubishi UFJ Asset Management (UK) Ltd. 410.02%0.41%0.62%Q4 2018Q1 20226
Kingfisher Capital LLC 660.55%0.79%0.94%Q2 2020Q3 20216
OAKBROOK INVESTMENTS LLC 660.02%0.04%0.07%Q1 2018Q2 20196
Axel Capital Management, LLC 661.18%4.72%7.24%Q2 2020Q3 20216
CPWM, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
Abbrea Capital, LLC 510.05%0.11%0.13%Q2 2020Q4 20216
Jupiter Investment Management Ltd 220.00%0.01%0.01%Q1 2017Q1 20196
Avidian Wealth Solutions, LLC 660.01%0.02%0.02%Q4 2020Q1 20226
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.02%0.08%Q1 2018Q3 20196
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 660.05%0.08%0.09%Q3 2020Q4 20216
Adalta Capital Management LLC 660.05%0.45%1.28%Q1 2021Q2 20226
HARBOUR INVESTMENTS, INC. 420.08%0.15%0.20%Q1 2021Q3 20226
Azora Capital LP 422.67%5.63%8.46%Q1 2021Q3 20226
Black Swift Group, LLC 420.00%0.06%0.32%Q2 2018Q4 20196
SPOT TRADING L.L.C. 220.03%0.05%0.08%Q2 2017Q3 20176
FIRST HAWAIIAN BANK 420.00%0.03%0.06%Q3 2018Q4 20216
SouthState Corp 510.00%0.00%0.01%Q3 2020Q3 20226
Adviser Investments LLC 660.00%0.03%0.05%Q1 2017Q2 20186
Stratos Wealth Advisors, LLC 660.02%0.07%0.11%Q3 2020Q4 20216
Gs Investments, Inc. 510.00%0.00%0.00%Q4 2020Q3 20226
Beaton Management Co. Inc. 660.13%0.21%0.26%Q4 2020Q1 20226
JCSD Capital, LLC 660.01%0.23%1.30%Q2 2021Q3 20226
Crawford Lake Capital Management, LLC 210.45%1.96%4.70%Q1 2017Q4 20216
CITY HOLDING CO 660.00%0.09%0.16%Q2 2021Q3 20226
Leonetti & Associates, LLC 660.86%1.57%2.42%Q3 2017Q4 20186
SYMPHONY ASSET MANAGEMENT LLC 660.05%0.08%0.11%Q3 2016Q4 20176
First Heartland Consultants, Inc. 660.01%0.04%0.07%Q4 2020Q1 20226
MONEY CONCEPTS CAPITAL CORP 420.01%0.08%0.16%Q4 2020Q3 20226
Shay Capital LLC 330.02%0.06%0.17%Q3 2021Q1 20226
PINNACLE FINANCIAL PARTNERS INC 510.00%0.03%0.05%Q2 2018Q3 20226
MEANS INVESTMENT CO., INC. 660.05%0.07%0.10%Q3 2020Q4 20216
Dana Investment Advisors, Inc. 420.01%0.11%0.24%Q1 2019Q1 20216
Pinnacle Wealth Planning Services, Inc. 310.01%0.14%0.28%Q1 2018Q2 20226
Neo Ivy Capital Management 330.03%0.25%0.91%Q3 2020Q2 20226
Crestwood Advisors Group LLC 420.01%0.01%0.01%Q3 2019Q3 20216
Wagner Wealth Management, LLC 420.01%0.03%0.07%Q1 2021Q3 20226
Zuckerman Investment Group, LLC 660.04%0.05%0.07%Q4 2020Q1 20226
Athanor Capital, LP 210.02%0.05%0.07%Q1 2019Q1 20216
Investors Research Corp 330.00%0.00%0.01%Q3 2019Q3 20226
DOWLING & YAHNKE LLC 660.01%0.02%0.03%Q4 2020Q1 20226
IPG Investment Advisors LLC 310.04%0.07%0.08%Q3 2017Q2 20226
3G Capital Partners 661.05%5.16%7.17%Q2 2020Q3 20216
Resource Management, LLC 660.05%0.07%0.08%Q3 2020Q4 20216
WHITTIER TRUST CO 510.00%0.03%0.08%Q4 2019Q3 20226
BBVA USA Bancshares, Inc. 410.00%0.02%0.03%Q2 2019Q1 20216
EP Wealth Advisors, LLC 660.01%0.01%0.02%Q1 2021Q2 20226
HOMESTEAD ADVISERS CORP 660.00%0.00%0.00%Q2 2021Q3 20226
Carmignac Gestion 420.19%1.22%3.52%Q3 2019Q1 20226
CLARET ASSET MANAGEMENT Corp 660.04%0.06%0.07%Q3 2020Q4 20216
Rice Partnership, LLC 660.06%0.10%0.12%Q3 2020Q4 20216
Vestmark Advisory Solutions, Inc. 660.04%0.11%0.16%Q1 2021Q2 20226
Atom Investors LP 310.05%0.46%0.70%Q4 2018Q1 20226
CreativeOne Wealth, LLC 660.02%0.05%0.07%Q4 2020Q1 20226
GIRARD PARTNERS LTD. 510.02%0.04%0.05%Q3 2018Q3 20216
ESSEX INVESTMENT MANAGEMENT CO LLC 420.03%0.11%0.26%Q2 2016Q2 20186
Quad-Cities Investment Group, LLC 210.00%0.13%0.32%Q2 2018Q3 20216
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.01%0.02%0.03%Q1 2018Q2 20196
Foundations Investment Advisors, LLC 660.02%0.03%0.04%Q2 2021Q3 20226
Avantax Planning Partners, Inc. 510.00%0.02%0.02%Q1 2018Q3 20226
Ballentine Partners, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Maven Securities LTD 310.02%0.14%0.33%Q2 2021Q3 20226
Patten Group, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
Mawer Investment Management Ltd. 660.12%0.25%0.30%Q2 2020Q3 20216
Landsberg, Bennett, & Dubbaneh LLC 330.04%0.10%0.22%Q2 2019Q3 20216
ProShare Advisors LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Weiss Asset Management LP 310.02%0.43%1.56%Q4 2020Q3 20226
InterOcean Capital, LLC 660.04%0.06%0.07%Q4 2018Q1 20206
Kozak & Associates, Inc. 510.08%0.27%0.47%Q4 2020Q3 20226
Vestcor Inc 660.02%0.04%0.05%Q2 2021Q3 20226
Advisors Capital Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Russell Clark Investment Management Ltd 661.19%1.53%1.94%Q2 2020Q3 20216
TWINBEECH CAPITAL LP 510.09%0.38%1.06%Q2 2020Q1 20226
Amundi 660.01%0.04%0.06%Q2 2021Q3 20226
First Personal Financial Services 660.00%0.00%0.01%Q1 2018Q2 20196
STONNINGTON GROUP, LLC 660.08%0.27%0.58%Q1 2021Q2 20226
PSI Advisors, LLC 510.01%0.04%0.07%Q4 2019Q3 20226
BAROMETER CAPITAL MANAGEMENT INC. 310.54%0.74%1.11%Q4 2015Q4 20206
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20206
KORNITZER CAPITAL MANAGEMENT INC /KS 510.02%0.14%0.19%Q1 2019Q2 20216
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 410.37%0.99%2.07%Q2 2018Q3 20196
MOTCO 510.00%0.25%0.50%Q2 2019Q3 20226
Americana Partners, LLC 510.02%0.18%0.30%Q4 2019Q4 20216
Modus Advisors, LLC 660.37%0.59%0.68%Q1 2021Q2 20226
Quantitative Systematic Strategies LLC 410.06%0.09%0.17%Q2 2016Q2 20216
ROPES WEALTH ADVISORS LLC 660.03%0.04%0.06%Q4 2020Q1 20226
CVA Family Office, LLC 420.00%0.00%0.01%Q1 2021Q3 20226
Aurora Private Wealth, Inc. 660.10%0.15%0.27%Q1 2020Q2 20216
DIKER MANAGEMENT LLC 330.71%2.26%3.82%Q1 2021Q3 20226
Delos Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Moser Wealth Advisors, LLC 660.06%0.16%0.24%Q2 2021Q3 20226
HORAN CAPITAL MANAGEMENT 660.04%0.14%0.21%Q4 2017Q1 20196
Allred Capital Management, LLC 310.00%0.12%0.20%Q4 2018Q1 20215
DONALDSON CAPITAL MANAGEMENT, LLC 550.01%0.02%0.04%Q4 2020Q4 20215
MAVERICK CAPITAL LTD 310.02%0.53%0.98%Q4 2019Q3 20225
Tributary Capital Management, LLC 550.10%0.17%0.32%Q2 2019Q2 20205
VETAMER CAPITAL MANAGEMENT, L.P. 441.53%2.83%3.56%Q4 2021Q3 20225
Howard Capital Management Group, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
Fulcrum Asset Management LLP 550.14%0.40%0.72%Q1 2021Q1 20225
ORSER CAPITAL MANAGEMENT, LLC 550.86%1.12%1.28%Q3 2020Q3 20215
AMS Capital Ltda 551.60%2.40%4.22%Q4 2020Q4 20215
Timpani Capital Management LLC 550.58%0.84%1.08%Q1 2017Q1 20185
IAM Advisory, LLC 320.28%0.44%0.56%Q4 2020Q1 20225
Wealth Quarterback LLC 210.00%0.07%0.22%Q1 1987Q3 20215
Firsthand Capital Management, Inc. 550.42%0.81%1.00%Q1 2019Q1 20205
CMH Wealth Management LLC 550.88%1.65%2.51%Q4 2018Q4 20195
Formidable Asset Management, LLC 310.04%0.10%0.20%Q2 2019Q2 20215
CHATHAM CAPITAL GROUP, INC. 550.05%0.06%0.08%Q4 2020Q4 20215
HIGHLAND CAPITAL MANAGEMENT, LLC 410.02%0.05%0.09%Q3 2018Q3 20215
Cavalier Investments, LLC 320.27%0.44%0.52%Q4 2018Q3 20215
Legacy Advisors, LLC 320.01%0.01%0.02%Q1 2018Q2 20195
HUSSMAN STRATEGIC ADVISORS, INC. 410.15%0.23%0.31%Q2 2021Q3 20225
TOWNSQUARE CAPITAL LLC 320.01%0.01%0.02%Q2 2021Q3 20225
Activest Wealth Management 320.00%0.00%0.00%Q1 2021Q2 20225
PICTET ASSET MANAGEMENT SA 550.03%0.05%0.09%Q3 2021Q3 20225
ANGLEPOINT ASSET MANAGEMENT, LTD. 550.05%3.23%7.58%Q4 2019Q4 20205
Belmont Capital, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Costello Asset Management, INC 550.00%0.00%0.00%Q3 2021Q3 20225
Banco BTG Pactual S.A. 550.21%0.43%0.74%Q1 2021Q1 20225
SkyOak Wealth, LLC 410.07%0.12%0.30%Q2 2020Q3 20215
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q4 2015Q4 20165
Malaga Cove Capital, LLC 550.21%0.39%0.77%Q2 2019Q2 20205
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HRT FINANCIAL LP 210.06%0.10%0.16%Q3 2018Q4 20215
Canton Hathaway, LLC 410.00%0.02%0.06%Q3 2019Q4 20215
Selective Wealth Management, Inc. 550.01%0.02%0.02%Q3 2021Q3 20225
ENGINE NO. 1 LLC 550.09%7.36%14.09%Q4 2020Q4 20215
Essex Financial Services, Inc. 550.02%0.05%0.10%Q1 2021Q1 20225
Laidlaw Wealth Management LLC 410.05%0.11%0.20%Q4 2020Q1 20225
Psagot Value Holdings Ltd. / (Israel) 550.05%0.12%0.23%Q3 2021Q3 20225
Assured Investment Management LLC 410.00%0.03%0.07%Q1 2017Q2 20185
FULTON BREAKEFIELD BROENNIMAN LLC 410.04%0.06%0.07%Q3 2020Q4 20215
Redhawk Wealth Advisors, Inc. 410.05%0.18%0.29%Q2 2019Q3 20215
Spyglass Capital Management LLC 553.94%4.88%6.10%Q2 2020Q2 20215
Vectors Research Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Aequim Alternative Investments LP 551.10%1.57%2.14%Q4 2018Q4 20195
Bordeaux Wealth Advisors LLC 550.10%0.15%0.19%Q4 2020Q4 20215
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Waldron Private Wealth LLC 410.01%0.02%0.02%Q4 2020Q1 20225
LITTLE HOUSE CAPITAL LLC 210.11%0.14%0.18%Q1 2019Q3 20215
Brand Asset Management Group, Inc. 410.00%0.00%0.01%Q3 2018Q4 20195
Sovarnum Capital L.P. 410.34%0.71%1.60%Q1 2019Q3 20215
JGP Wealth Management, LLC 410.04%0.06%0.08%Q4 2020Q1 20225
Tairen Capital Ltd 210.21%1.91%7.09%Q2 2018Q2 20225
Keel Point, LLC 550.03%0.03%0.05%Q1 2021Q1 20225
Bridgewater Advisors Inc. 550.06%0.25%0.44%Q2 2021Q2 20225
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
DIXON HUBARD FEINOUR & BROWN INC/VA 550.02%0.04%0.07%Q1 2021Q1 20225
Decatur Capital Management, Inc. 550.30%0.54%0.98%Q1 2021Q1 20225
Intrua Financial, LLC 550.08%0.15%0.20%Q1 2021Q1 20225
JUMP TRADING, LLC 110.01%0.10%0.24%Q2 2019Q2 20205
Psagot Value Holdings Ltd. 210.00%0.06%0.23%Q4 2018Q3 20215
AMG National Trust Bank 550.01%0.01%0.01%Q4 2020Q4 20215
Hayden Royal, LLC 410.12%0.35%0.57%Q3 2020Q4 20215
Field & Main Bank 550.01%0.37%0.53%Q1 2021Q1 20225
AQR Arbitrage LLC 320.02%0.08%0.15%Q2 2017Q3 20195
VICUS CAPITAL 550.04%0.05%0.06%Q3 2020Q3 20215
WealthTrust-Arizona, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
HWG Holdings LP 550.00%1.79%3.65%Q1 2018Q1 20195
ABNER HERRMAN & BROCK LLC 550.24%0.89%1.43%Q4 2020Q4 20215
Silvant Capital Management LLC 550.08%0.17%0.38%Q2 2018Q2 20195
Community Bank, N.A. 310.00%0.00%0.01%Q4 2020Q3 20225
Independence Bank of Kentucky 550.00%0.02%0.06%Q3 2021Q3 20225
Oxbow Advisors, LLC 550.03%0.05%0.06%Q4 2020Q4 20215
Capital Research Global Investors 550.01%0.13%0.29%Q3 2021Q3 20225
Optiver Holding B.V. 320.00%0.00%0.02%Q2 2021Q3 20225
PLATINUM INVESTMENT MANAGEMENT LTD 550.36%0.44%0.52%Q3 2021Q3 20225
Altman Advisors, Inc. 550.19%0.68%1.00%Q4 2020Q4 20215
Itau Unibanco Holding S.A. 410.00%0.00%0.01%Q2 2021Q3 20225
Sandbox Financial Partners, LLC 550.19%0.30%0.35%Q4 2020Q4 20215
CLOVERFIELDS CAPITAL GROUP, LP 550.31%0.44%0.68%Q3 2021Q3 20225
COMMONWEALTH BANK OF AUSTRALIA 550.00%0.00%0.00%Q2 2018Q2 20195
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
MALTESE CAPITAL MANAGEMENT LLC 410.19%0.68%1.14%Q1 2020Q4 20215
Financial Engines Advisors L.L.C. 550.01%0.01%0.02%Q2 2020Q2 20215
Eqis Capital Management, Inc. 550.05%0.11%0.14%Q1 2021Q1 20225
BOSTON ADVISORS LLC 550.09%0.26%0.42%Q4 2016Q4 20175
ArchPoint Investors 550.00%0.01%0.01%Q2 2017Q2 20185
ADELL HARRIMAN & CARPENTER INC 550.02%0.05%0.06%Q4 2020Q4 20215
Summit Trail Advisors, LLC 320.00%0.02%0.05%Q4 2017Q4 20215
Evolutionary Tree Capital Management, LLC 550.93%1.57%2.52%Q3 2021Q3 20225
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 320.00%0.00%0.00%Q4 2018Q2 20225
Junson Asset Management (Hong Kong) Ltd 411.30%1.50%1.74%Q4 2020Q2 20225
BlackRock Investment Management, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
Siemens Fonds Invest GmbH 550.05%0.08%0.10%Q3 2021Q3 20225
Versor Investments LP 320.03%0.12%0.30%Q2 2017Q2 20215
VERUS CAPITAL PARTNERS, LLC 320.04%0.06%0.08%Q4 2019Q3 20225
Alta Wealth Advisors LLC 410.24%0.91%1.54%Q4 2020Q3 20225
Lumature Wealth Partners, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Elkfork Partners LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Avory & Company, LLC 412.09%3.02%3.72%Q4 2020Q3 20225
BLACKROCK ADVISORS LLC 550.02%0.03%0.06%Q4 2015Q4 20165
CAXTON ASSOCIATES LP 210.00%0.03%0.09%Q2 2017Q1 20225
Wealth Management Partners, LLC 550.22%0.24%0.26%Q1 2021Q1 20225
Altshuler Shaham Ltd 550.00%0.00%0.01%Q3 2020Q3 20215
IVC Wealth Advisors LLC 550.18%0.22%0.24%Q1 2021Q1 20225
Polar Asset Management Partners Inc. 310.04%0.10%0.17%Q2 2020Q2 20225
Yorktown Management & Research Co Inc 410.20%0.25%0.42%Q4 2020Q1 20225
UNITED MARITIME CAPITAL LLC 550.37%0.50%0.74%Q1 2021Q1 20225
Lineweaver Wealth Advisors, LLC 550.11%0.12%0.14%Q1 2021Q1 20225
Tyers Asset Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Garde Capital, Inc. 550.02%0.03%0.04%Q4 2020Q4 20215
BLOOM TREE PARTNERS, LLC 552.26%6.29%9.38%Q4 2018Q4 20195
Eagle Bay Advisors LLC 320.01%0.04%0.09%Q2 2021Q3 20225
B & T Capital Management DBA Alpha Capital Management 550.06%0.41%0.60%Q3 2020Q3 20215
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.17%0.70%1.38%Q4 2017Q4 20185
Prestige Wealth Management Group LLC 550.03%0.05%0.07%Q3 2021Q3 20225
AlphaStar Capital Management, LLC 550.03%0.06%0.10%Q3 2021Q3 20225
Cedar Wealth Management, LLC 410.00%0.00%0.00%Q2 2018Q3 20225
Meadow Creek Investment Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Crosspoint Capital Strategies, LLC 323.02%3.46%4.10%Q2 2017Q3 20185
Cornerstone Advisory, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
VIVID FINANCIAL MANAGEMENT, INC. 550.15%0.20%0.21%Q4 2020Q4 20215
black-and-white Capital LP 210.42%1.60%2.84%Q4 2017Q4 20205
BlackRock Group LTD 550.00%0.01%0.01%Q4 2015Q4 20165
FOUNDERS FINANCIAL SECURITIES LLC 410.05%0.07%0.10%Q2 2020Q3 20215
Sculptor Capital LP 110.01%0.04%0.10%Q1 2016Q3 20225
Lehman & Derafelo Financial Resources LLC 220.05%0.31%0.52%Q2 2020Q3 20205
Portolan Capital Management 550.28%0.60%1.10%Q3 2016Q3 20175
Philadelphia Financial Management of San Francisco, LLC 211.23%1.98%3.49%Q4 2015Q2 20225
Canvas Wealth Advisors, LLC 550.10%0.51%1.10%Q3 2021Q3 20225
Berkeley Capital Partners, LLC 550.25%0.27%0.30%Q1 2019Q1 20205
Glen Harbor Capital Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Princeton Global Asset Management LLC 410.00%0.01%0.01%Q2 2019Q3 20225
Evercore Wealth Management, LLC 410.00%0.01%0.01%Q4 2020Q1 20225
Robertson Stephens Wealth Management, LLC 410.02%0.04%0.06%Q4 2020Q1 20225
Meridian Wealth Partners, LLC 410.01%0.02%0.03%Q2 2020Q3 20215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.03%0.06%Q3 2020Q3 20215
State of Tennessee, Treasury Department 210.01%0.01%0.02%Q2 2017Q4 20195
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
Jackson Hole Capital Partners, LLC 550.06%0.09%0.14%Q3 2021Q3 20225
Hartford Financial Management Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.01%0.04%0.07%Q3 2020Q2 20225
Pacific Wealth Strategies Group, Inc. 550.35%0.56%0.68%Q4 2020Q4 20215
Benin Management CORP 550.06%0.09%0.11%Q4 2016Q4 20175
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
ANGELO GORDON & CO., L.P. 440.25%0.30%0.39%Q1 2021Q4 20214
Stanley-Laman Group, Ltd. 210.08%0.26%0.69%Q1 2019Q3 20224
Wellington Shields Capital Management, LLC 440.02%0.03%0.03%Q4 2020Q3 20214
Bell Bank 440.03%0.03%0.03%Q4 2020Q3 20214
Harbour Capital Advisors, LLC 440.14%0.20%0.24%Q3 2018Q2 20194
Engle Capital Management, L.P. 311.11%2.49%4.41%Q1 2017Q3 20214
HARBOR CAPITAL ADVISORS, INC. 441.17%1.74%2.65%Q4 2021Q3 20224
LEVEL FOUR FINANCIAL, LLC 440.11%0.15%0.22%Q4 2020Q3 20214
Cinctive Capital Management LP 310.07%0.20%0.31%Q4 2020Q4 20214
TPG Group Holdings (SBS) Advisors, Inc. 440.03%0.05%0.07%Q4 2016Q3 20174
Plancorp, LLC 440.02%0.04%0.06%Q4 2020Q3 20214
CAMBRIDGE TRUST CO 440.00%0.00%0.01%Q4 2021Q3 20224
Snowden Capital Advisors LLC 440.04%0.05%0.08%Q4 2021Q3 20224
CADENCE CAPITAL MANAGEMENT LLC 310.02%0.04%0.05%Q1 2016Q2 20174
HBW Advisory Services LLC 440.06%0.06%0.07%Q1 2021Q4 20214
HOWLAND CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q2 2021Q1 20224
Derbend Asset Management 440.34%0.45%0.59%Q2 2021Q1 20224
ST GERMAIN D J CO INC 440.77%1.03%1.59%Q4 2021Q3 20224
SANDLER CAPITAL MANAGEMENT 220.52%3.01%6.99%Q1 2020Q1 20224
Citizens National Bank Trust Department 440.00%0.00%0.00%Q4 2021Q3 20224
Tuttle Capital Management, LLC 310.11%0.20%0.29%Q2 2020Q2 20214
WealthStone, Inc. 310.00%0.08%0.12%Q2 2019Q1 20214
YorkBridge Wealth Partners, LLC 440.06%0.08%0.11%Q4 2020Q3 20214
Wealth Advisory Solutions, LLC 220.05%0.07%0.10%Q3 2020Q3 20214
Lane Generational LLC 444.19%5.65%6.93%Q4 2021Q3 20224
Ascent Wealth Partners, LLC 440.10%0.21%0.25%Q1 2021Q4 20214
F/M Investments LLC 311.78%2.29%2.55%Q1 2021Q2 20224
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
SECOR Capital Advisors, LP 210.04%0.11%0.14%Q1 2017Q1 20194
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q1 2021Q4 20214
Summit X, LLC 210.06%0.08%0.13%Q3 2018Q3 20214
Connectus Wealth, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
NATIONAL BANK OF CANADA /FI/ 440.01%0.05%0.13%Q4 2021Q3 20224
BECK CAPITAL MANAGEMENT, LLC 110.16%0.60%1.08%Q3 2018Q3 20214
Ipswich Investment Management Co., Inc. 210.00%0.03%0.05%Q1 2016Q3 20214
Privium Fund Management B.V. 440.49%0.74%1.42%Q4 2021Q3 20224
Cypress Wealth Advisors LLC 440.33%1.12%3.27%Q3 2016Q2 20174
Synergy Asset Management, LLC 440.06%1.56%3.42%Q4 2020Q3 20214
Washington Trust Advisors, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
NorthCoast Asset Management LLC 440.02%0.04%0.04%Q4 2020Q3 20214
FIRST FOUNDATION ADVISORS 440.02%0.12%0.25%Q1 2018Q4 20184
Center for Financial Planning, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
BOURGEON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20204
Better Money Decisions, LLC 310.00%0.02%0.02%Q1 2021Q2 20224
HERSHEY TRUST CO 310.02%0.03%0.04%Q4 2018Q1 20204
Rise Advisors, LLC 441.00%1.45%1.88%Q4 2021Q3 20224
Professional Financial Advisors, LLC 220.10%0.20%0.30%Q3 2020Q4 20214
Samalin Investment Counsel, LLC 310.25%0.26%0.28%Q4 2019Q1 20214
Schubert & Co 440.00%0.00%0.00%Q4 2021Q3 20224
FIRST CITIZENS BANK & TRUST CO 220.02%0.10%0.17%Q1 2019Q4 20214
Maytus Capital Management, LLC 110.38%1.93%3.93%Q3 2019Q3 20214
Liontrust Investment Partners LLP 310.09%0.21%0.33%Q4 2020Q1 20224
Lattice Capital Management, LLC 440.04%0.33%0.81%Q4 2021Q3 20224
Capital CS Group, LLC 440.37%0.76%1.14%Q4 2020Q3 20214
Quantamental Technologies LLC 210.05%0.28%0.64%Q1 2019Q3 20224
Nationwide Fund Advisors 440.02%0.05%0.07%Q4 2016Q3 20174
B. Metzler seel. Sohn & Co. Holding AG 440.07%0.08%0.08%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
Cordatus Wealth Management LLC 440.42%0.48%0.54%Q2 2020Q1 20214
Paragon Advisors, LLC 440.17%0.47%0.80%Q1 2021Q4 20214
Berger Financial Group, Inc 440.19%0.40%0.66%Q4 2021Q3 20224
Ratan Capital Management LP 310.40%1.10%1.60%Q1 2021Q2 20224
Octahedron Capital Management L.P. 442.28%2.90%3.89%Q4 2021Q3 20224
Strategic Wealth Partners, Ltd. 440.00%0.04%0.16%Q4 2018Q3 20194
YOUSIF CAPITAL MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
KCL Capital, L.P. 440.03%0.81%2.65%Q3 2020Q2 20214
CALIBER WEALTH MANAGEMENT, LLC 441.48%1.81%2.69%Q4 2020Q3 20214
Manning & Napier Group, LLC 440.02%0.05%0.10%Q1 2020Q4 20204
SVB WEALTH LLC 210.00%0.00%0.01%Q2 2021Q3 20224
Corsicana & Co. 440.16%0.22%0.32%Q4 2021Q3 20224
ICONIQ Capital, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Allspring Global Investments Holdings, LLC 440.04%0.14%0.26%Q4 2021Q3 20224
Front Row Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
FormulaFolio Investments, LLC 220.01%0.02%0.04%Q1 2019Q4 20204
Global Trust Asset Management, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Navalign, LLC 330.01%0.09%0.12%Q1 2021Q3 20214
DUPONT CAPITAL MANAGEMENT CORP 220.01%0.02%0.02%Q1 2019Q2 20214
Clarus Wealth Advisors 220.00%0.06%0.17%Q2 2018Q2 20194
Melvin Capital Management LP 210.26%0.70%1.58%Q1 2017Q3 20214
Lombard Odier Asset Management (Switzerland) SA 210.04%0.06%0.11%Q3 2020Q4 20214
Otter Creek Advisors, LLC 310.39%0.76%1.10%Q2 2018Q1 20224
UBS OCONNOR LLC 310.01%0.06%0.09%Q2 2018Q2 20194
Bell Investment Advisors, Inc 220.00%0.01%0.01%Q3 2021Q3 20224
RE Dickinson Investment Advisors, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
SAMLYN CAPITAL, LLC 110.47%1.01%1.83%Q3 2019Q3 20224
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
AVIANCE CAPITAL MANAGEMENT, LLC 310.01%0.01%0.02%Q3 2016Q3 20174
Dakota Wealth Management 210.02%0.09%0.24%Q4 2020Q3 20224
Employees Retirement System of Texas 440.01%0.05%0.08%Q3 2020Q2 20214
Pactiv General Employee Benefit Trust 440.70%1.09%1.38%Q3 2020Q2 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
BRADLEY FOSTER & SARGENT INC/CT 440.01%0.01%0.02%Q4 2021Q3 20224
CV Advisors LLC 440.24%0.56%0.87%Q4 2021Q3 20224
DB Fitzpatrick & Co, Inc 440.25%0.28%0.31%Q4 2021Q3 20224
PROFESSIONAL PLANNING 440.36%0.48%0.55%Q4 2020Q3 20214
DUALITY ADVISERS, LP 210.09%0.23%0.35%Q4 2020Q1 20224
TITLEIST ASSET MANAGEMENT, LTD. 440.21%0.30%0.39%Q4 2021Q3 20224
GREEN SQUARE CAPITAL ADVISORS LLC 440.07%0.09%0.11%Q1 2018Q4 20184
Regent Peak Wealth Advisors LLC 440.07%0.07%0.08%Q4 2020Q3 20214
Cunning Capital Partners, LP 441.06%3.84%4.80%Q4 2020Q3 20214
Ma Investment Partnership, LP 4410.89%11.61%12.22%Q4 2020Q3 20214
RAND WEALTH, LLC 440.06%0.11%0.16%Q4 2017Q3 20184
JACKSON SQUARE CAPITAL, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.00%0.14%0.27%Q2 2018Q3 20224
Quantum Private Wealth, LLC 440.14%0.22%0.30%Q4 2021Q3 20224
Chapman Investment Management, LLC 442.49%3.87%4.51%Q1 2021Q4 20214
ROTHSCHILD INVESTMENT CORP /IL 440.15%0.36%0.59%Q3 2021Q2 20224
SP Asset Management 440.13%0.35%0.45%Q4 2021Q3 20224
High Net Worth Advisory Group LLC 440.00%0.00%0.01%Q4 2021Q3 20224
First Pacific Advisors, LP 440.00%0.00%0.00%Q4 2020Q3 20214
Tyler-Stone Wealth Management 440.11%0.16%0.22%Q4 2021Q3 20224
Dougherty Wealth Advisers LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Quent Capital, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
STEADFAST CAPITAL MANAGEMENT LP 441.10%1.69%2.02%Q1 2021Q4 20214
EMERALD ADVISERS, LLC 310.01%0.01%0.02%Q1 2018Q2 20214
Stokes Family Office, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
Bison Wealth, LLC 210.10%0.12%0.15%Q3 2018Q4 20194
Full Sail Capital, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
HEADINVEST, LLC 440.04%0.06%0.06%Q4 2020Q3 20214
MAGNOLIA CAPITAL MANAGEMENT LTD 440.03%0.04%0.06%Q4 2021Q3 20224
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2018Q4 20214
Carroll Investors, Inc 444.22%5.76%7.10%Q4 2021Q3 20224
Main Street Financial Solutions, LLC 440.03%0.04%0.04%Q2 2021Q1 20224
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Byrne Asset Management LLC 440.00%0.01%0.03%Q4 2021Q3 20224
Pekin Hardy Strauss, Inc. 440.07%0.07%0.08%Q4 2020Q3 20214
Westwood Wealth Management 440.00%0.65%1.00%Q4 2021Q3 20224
LGT Group Foundation 440.06%0.19%0.32%Q4 2021Q3 20224
Summit Financial, LLC 440.02%0.06%0.11%Q3 2021Q2 20224
MILES CAPITAL, INC. 440.15%0.23%0.31%Q2 2018Q1 20194
HB Wealth Management, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
ICAPITAL WEALTH LLC 441.81%2.29%3.03%Q4 2021Q3 20224
MMBG INVESTMENT ADVISORS CO. 440.16%0.18%0.20%Q4 2021Q3 20224
AXXCESS WEALTH MANAGEMENT, LLC 440.06%0.09%0.11%Q4 2021Q3 20224
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
Standard Family Office LLC 310.00%0.24%0.34%Q4 2020Q3 20224
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Paul John Balson 440.16%0.22%0.25%Q1 2020Q4 20204
U.S. Capital Wealth Advisors, LLC 440.01%0.02%0.04%Q3 2021Q2 20224
Seaport Global Advisors, LLC 441.01%1.32%1.80%Q4 2021Q3 20224
KRS Capital Management, LLC 440.97%1.33%1.76%Q4 2021Q3 20224
City State Bank 440.01%0.01%0.02%Q4 2021Q3 20224
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 220.03%0.04%0.08%Q2 2019Q3 20204
TILIA FIDUCIARY PARTNERS, INC. 440.33%0.48%0.63%Q4 2021Q3 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
Yarbrough Capital, LLC 440.22%0.32%0.44%Q4 2021Q3 20224
GHE, LLC 441.07%1.67%1.89%Q4 2021Q3 20224
Covestor Ltd 440.01%0.05%0.12%Q4 2021Q3 20224
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Qtron Investments LLC 440.16%0.17%0.18%Q4 2020Q3 20214
Carson Advisory Inc. 440.35%0.45%0.67%Q4 2021Q3 20224
Lloyd Park, LLC 440.34%0.74%1.07%Q4 2021Q3 20224
Ironwood Investment Counsel, LLC 440.07%0.08%0.09%Q4 2020Q3 20214
GUARDIAN CAPITAL LP 310.00%0.01%0.01%Q4 2018Q3 20214
Spouting Rock Asset Management, LLC 440.22%0.40%0.49%Q3 2020Q2 20214
Gould Capital, LLC 440.02%0.50%0.98%Q4 2021Q3 20224
Visionary Wealth Advisors 440.03%0.03%0.04%Q1 2021Q4 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
PAX Financial Group, LLC 440.08%0.10%0.12%Q1 2021Q4 20214
Core Alternative Capital 440.00%0.00%0.01%Q4 2021Q3 20224
SkyView Investment Advisors, LLC 440.06%0.10%0.12%Q4 2020Q3 20214
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Addison Advisors LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Ignite Planners, LLC 440.64%0.98%1.43%Q4 2021Q3 20224
Robbins Farley 440.00%0.00%0.00%Q4 2021Q3 20224
Oasis Management Co Ltd. 220.01%0.05%0.11%Q1 2022Q2 20224
Missouri Trust & Investment Co 440.01%0.01%0.02%Q4 2021Q3 20224
FINANCIAL MANAGEMENT NETWORK INC 440.09%0.12%0.13%Q1 2021Q4 20214
NWK Group, Inc. 441.57%1.72%2.04%Q4 2020Q3 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
China Universal Asset Management Co., Ltd. 440.43%0.68%1.02%Q4 2021Q3 20224
WOODWARD DIVERSIFIED CAPITAL, LLC 440.14%0.15%0.17%Q4 2020Q3 20214
Alcosta Capital Management, Inc. 443.06%3.19%3.31%Q4 2020Q3 20214
Turim 21 Investimentos Ltda. 310.00%0.00%0.01%Q1 2021Q3 20224
Pensionmark Financial Group, LLC 210.05%0.05%0.05%Q4 2020Q1 20224
Boston Trust Walden Corp 440.00%0.00%0.00%Q4 2020Q3 20214
SCHOLTZ & COMPANY, LLC 440.16%0.22%0.27%Q4 2020Q3 20214
RIVERHEAD CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q2 2017Q3 20194
GUARDIAN POINT CAPITAL, LP 220.62%0.63%0.65%Q4 2015Q1 20164
Desjardins Global Asset Management Inc. 440.01%0.02%0.02%Q4 2021Q3 20224
GRIES FINANCIAL LLC 440.48%0.55%0.64%Q1 2021Q4 20214
Sterling Manor Financial, LLC 440.36%0.46%0.68%Q4 2020Q3 20214
Capital International, Inc./CA/ 440.18%0.26%0.41%Q4 2021Q3 20224
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
Ilmarinen Mutual Pension Insurance Co 440.04%0.07%0.11%Q4 2021Q3 20224
Alpha Family Trust 440.24%4.55%14.58%Q4 2021Q3 20224
Synergy Financial Group, LTD 440.80%1.13%1.50%Q4 2021Q3 20224
MADDEN SECURITIES Corp 440.58%1.05%1.38%Q1 2021Q4 20214
SUMITOMO LIFE INSURANCE CO 440.01%0.02%0.03%Q4 2021Q3 20224
ENCOMPASS WEALTH ADVISORS, LLC 440.06%0.08%0.10%Q2 2021Q1 20224
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.02%0.05%Q1 2016Q4 20204
Chicago Partners Investment Group LLC 440.03%0.03%0.04%Q4 2020Q3 20214
4J Wealth Management LLC 440.20%0.27%0.29%Q1 2021Q4 20214
EastBay Asset Management, LLC 442.63%3.55%4.82%Q4 2016Q3 20174
WCM INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Stelac Advisory Services LLC 440.05%0.13%0.23%Q4 2020Q3 20214
Stiles Financial Services Inc 440.18%0.29%0.43%Q4 2021Q3 20224
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
Oak Harvest Investment Services 440.92%1.23%1.52%Q1 2021Q4 20214
WESPAC Advisors SoCal, LLC 310.01%0.16%0.23%Q1 2019Q3 20214
Horan Securities, Inc. 220.00%0.00%0.00%Q4 2020Q3 20224
White Knight Strategic Wealth Advisors, LLC 440.71%1.05%1.47%Q4 2021Q3 20224
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 210.10%0.15%0.21%Q1 2016Q4 20204
Capital International Sarl 440.03%0.13%0.19%Q4 2021Q3 20224
Martin Capital Advisors, LLP 442.10%3.05%4.07%Q4 2021Q3 20224
CAPITAL INTERNATIONAL LTD /CA/ 440.07%0.25%0.44%Q4 2021Q3 20224
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
Maxi Investments CY Ltd 441.03%1.46%1.97%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.02%0.06%0.14%Q4 2021Q3 20224
TRAN CAPITAL MANAGEMENT, L.P. 440.07%2.01%3.77%Q4 2021Q3 20224
M&G INVESTMENT MANAGEMENT LTD 330.00%0.00%0.00%Q1 2021Q3 20213
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
QUEST INVESTMENT MANAGEMENT LLC 330.43%0.45%0.47%Q1 2021Q3 20213
Optimal Asset Management, Inc. 330.09%0.09%0.10%Q1 2021Q3 20213
O'Neil Global Advisors, Inc. 331.06%1.31%1.62%Q1 2021Q3 20213
Prentice Wealth Management LLC 330.03%0.03%0.04%Q1 2021Q3 20213
1776 Wealth LLC 330.01%0.18%0.28%Q4 2019Q2 20203
Candlestick Capital Management LP 110.14%0.52%1.05%Q2 2020Q1 20213
STONERIDGE INVESTMENT PARTNERS LLC 330.18%0.43%0.73%Q1 2019Q3 20193
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
EJF Capital LLC 330.13%0.53%1.32%Q1 2022Q3 20223
IBEX WEALTH ADVISORS 110.01%0.25%0.74%Q3 2018Q3 20213
XTX Topco Ltd 210.12%0.18%0.24%Q1 2021Q1 20223
Arabesque Asset Management Ltd 210.52%0.53%0.55%Q2 2020Q4 20213
Appaloosa LP 330.59%0.71%0.81%Q2 2020Q4 20203
Zweig-DiMenna Associates LLC 330.14%0.39%0.51%Q1 2022Q3 20223
Palestra Capital Management LLC 211.18%2.29%3.16%Q3 2020Q2 20213
20/20 Capital Management, Inc. 330.09%0.10%0.10%Q4 2020Q2 20213
NorthCrest Asset Manangement, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Hoover Financial Advisors, Inc. 330.03%0.03%0.04%Q4 2020Q2 20213
Seawolf Capital, LLC 331.74%1.82%1.87%Q3 2016Q1 20173
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.10%0.24%0.34%Q2 2020Q4 20203
Ergoteles LLC 210.33%0.86%1.38%Q3 2020Q2 20213
MYDA Advisors LLC 210.31%0.37%0.47%Q3 2021Q2 20223
SJS Investment Consulting Inc. 210.00%0.01%0.02%Q4 2021Q3 20223
MARINO, STRAM & ASSOCIATES LLC 210.00%0.02%0.06%Q4 2018Q2 20213
McKinley Carter Wealth Services, Inc. 110.04%0.06%0.08%Q1 2018Q1 20193
Phoenix Holdings Ltd. 330.01%0.02%0.03%Q2 2020Q4 20203
PEAPACK GLADSTONE FINANCIAL CORP 330.00%0.01%0.01%Q3 2021Q1 20223
TLW Wealth Management, LLC 210.00%0.92%2.76%Q3 2019Q1 20213
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.13%0.18%Q4 2016Q3 20193
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.02%0.05%Q2 2021Q3 20223
TOMPKINS FINANCIAL CORP 330.00%0.00%0.00%Q1 2022Q3 20223
AllSquare Wealth Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
VIRGINIA RETIREMENT SYSTEMS ET AL 330.04%0.06%0.08%Q3 2020Q1 20213
OSSIAM 210.01%0.28%0.43%Q4 2020Q3 20223
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
NewSquare Capital LLC 210.04%0.05%0.06%Q2 2018Q1 20193
Prana Capital Management, LP 210.06%0.30%0.72%Q2 2021Q1 20223
GUARDIAN CAPITAL ADVISORS LP 330.03%0.05%0.07%Q2 2019Q4 20193
Steward Financial Group LLC 330.00%0.01%0.01%Q4 2021Q2 20223
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
ING GROEP NV 330.00%0.01%0.01%Q2 2018Q4 20183
Bridgewater Associates 330.00%0.05%0.14%Q1 2022Q3 20223
Platform Technology Partners 210.09%0.10%0.11%Q4 2020Q3 20213
Bollard Group LLC 210.00%0.04%0.12%Q2 2016Q1 20213
EverSource Wealth Advisors, LLC 330.00%0.01%0.02%Q1 2022Q3 20223
JB Capital LLC 330.02%0.03%0.04%Q3 2021Q1 20223
PIN OAK INVESTMENT ADVISORS INC 210.00%0.01%0.01%Q2 2019Q4 20203
Verity Asset Management, Inc. 330.13%0.15%0.16%Q1 2021Q3 20213
Arbor Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
SFMG, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
CLOUGH CAPITAL PARTNERS L P 110.82%1.28%2.03%Q2 2019Q1 20223
Westend Capital Management, LLC 331.14%1.53%1.86%Q1 2016Q3 20163
Leverage Partners Absolute Return Fund SPC 210.18%0.78%1.18%Q4 2020Q1 20223
DRW SECURITIES, L.L.C. 110.05%0.10%0.16%Q3 2022Q3 20223
Barrier Capital Management, LLC 332.35%4.49%5.94%Q1 2022Q3 20223
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.05%0.14%0.20%Q2 2021Q4 20213
OMERS ADMINISTRATION Corp 110.03%0.03%0.04%Q4 2015Q1 20173
SageGuard Financial Group, LLC 330.50%0.51%0.52%Q4 2020Q2 20213
New England Research & Management, Inc. 330.36%0.43%0.47%Q4 2018Q2 20193
Contour Asset Management LLC 212.26%3.77%6.10%Q2 2019Q2 20223
FARALLON CAPITAL MANAGEMENT LLC 330.84%1.11%1.48%Q1 2022Q3 20223
Systematic Alpha Investments, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Sterling Capital Management LLC 330.03%0.03%0.04%Q4 2018Q2 20193
Johnson Financial Group, LLC 330.50%0.72%0.92%Q4 2021Q2 20223
SeaBridge Investment Advisors LLC 330.18%0.23%0.34%Q1 2022Q3 20223
ORRSTOWN FINANCIAL SERVICES INC 330.02%0.03%0.03%Q3 2018Q1 20193
Must Asset Management Inc. 330.58%0.69%0.88%Q1 2022Q3 20223
TCG Advisory Services, LLC 330.07%0.07%0.08%Q1 2021Q3 20213
Full18 Capital LLC 330.63%1.26%1.63%Q2 2021Q4 20213
RBF Capital, LLC 330.04%0.06%0.08%Q1 2021Q3 20213
Joel Isaacson & Co., LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Pinnacle Private Wealth, LLC 330.12%0.21%0.29%Q4 2021Q2 20223
STEVENS CAPITAL MANAGEMENT LP 110.04%0.15%0.31%Q4 2017Q4 20193
Bank of Marin 330.25%0.31%0.41%Q4 2021Q2 20223
MCRAE CAPITAL MANAGEMENT INC 330.07%0.09%0.12%Q3 2021Q1 20223
Ion Asset Management Ltd. 330.10%0.13%0.18%Q2 2019Q4 20193
Lombard Odier Asset Management (USA) Corp 210.01%0.02%0.02%Q2 2020Q2 20213
Matisse Capital 330.19%0.23%0.26%Q1 2021Q3 20213
Ridgewood Investments LLC 330.18%0.18%0.20%Q3 2020Q1 20213
AXS Investments LLC 210.31%0.45%0.69%Q4 2021Q3 20223
AH Equity Partners LSV III, L.L.C. 3331.10%33.25%36.95%Q1 2022Q3 20223
GHP Investment Advisors, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Jump Financial, LLC 210.12%0.20%0.24%Q3 2020Q3 20223
American Trust 330.02%0.04%0.07%Q4 2021Q2 20223
OKABENA INVESTMENT SERVICES INC 210.06%0.32%0.49%Q1 2021Q4 20213
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 330.01%0.03%0.05%Q1 2016Q3 20163
CIBC WORLD MARKETS CORP 110.09%0.13%0.18%Q2 2019Q3 20223
Calamos Wealth Management LLC 210.03%0.09%0.20%Q2 2020Q2 20223
SECURITY NATIONAL TRUST CO 330.01%0.07%0.18%Q4 2020Q2 20213
Franchise Capital Ltd 331.14%3.04%4.60%Q1 2021Q3 20213
Convergence Investment Partners, LLC 210.12%0.17%0.20%Q2 2016Q1 20213
LMR Partners LLP 110.04%0.30%0.59%Q3 2017Q2 20223
Benedetti & Gucer, Inc. 330.42%0.45%0.48%Q1 2021Q3 20213
KB FINANCIAL PARTNERS, LLC 210.02%0.04%0.05%Q1 2021Q4 20213
NZS Capital, LLC 330.63%1.14%1.44%Q2 2021Q4 20213
Requisite Capital Management, LLC 330.14%0.31%0.52%Q1 2020Q3 20203
Calvert Investment Management, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
Future Financial Wealth Managment LLC 210.09%0.19%0.38%Q4 2020Q1 20223
AMUSSEN HUNSAKER ASSOCIATES LLC 330.05%0.06%0.06%Q2 2021Q4 20213
Brick & Kyle, Associates 330.01%0.01%0.02%Q3 2016Q1 20173
CAZ INVESTMENTS LP 330.04%0.19%0.34%Q1 2022Q3 20223
LFA - Lugano Financial Advisors SA 330.01%0.01%0.01%Q1 2022Q3 20223
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
WESTWOOD HOLDINGS GROUP INC 330.01%0.01%0.02%Q1 2022Q3 20223
Brown Advisory Securities, LLC 330.16%0.19%0.24%Q2 2018Q4 20183
Summit Financial Wealth Advisors, LLC 330.04%0.06%0.07%Q2 2021Q4 20213
OCCUDO QUANTITATIVE STRATEGIES LP 210.17%0.19%0.25%Q1 2021Q4 20213
Zenyatta Capital Management LP 330.47%0.99%1.52%Q4 2021Q2 20223
Kuvari Partners LLP 2123.15%50.95%100.00%Q2 2021Q3 20223
PAPP L ROY & ASSOCIATES 330.02%0.04%0.04%Q2 2021Q4 20213
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.14%0.17%Q1 2019Q3 20193
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
J.P. Marvel Investment Advisors, LLC 330.75%0.81%0.87%Q3 2019Q1 20203
Paragon Capital Management LLC 210.00%0.00%0.00%Q1 2019Q1 20203
Altus Wealth Management, LLC 330.15%0.16%0.17%Q1 2021Q3 20213
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Algebris (UK) Ltd 210.56%0.78%1.16%Q1 2018Q2 20203
AIGEN INVESTMENT MANAGEMENT, LP 110.14%0.22%0.29%Q4 2019Q3 20223
B. Metzler seel. Sohn & Co. AG 330.03%0.05%0.08%Q1 2022Q3 20223
TLP GROUP LLC 210.13%0.21%0.26%Q1 2017Q4 20173
Trivest Advisors Ltd 330.06%1.93%5.61%Q4 2020Q2 20213
Ahrens Investment Partners LLC 330.00%0.02%0.03%Q4 2021Q2 20223
FNY Partners Fund LP 210.00%0.01%0.02%Q4 2016Q1 20183
Coastal Bridge Advisors, LLC 210.38%0.46%0.59%Q1 2020Q4 20203
QCM Cayman, Ltd. 210.34%1.21%2.46%Q4 2017Q4 20203
Intrinsic Edge Capital Management LLC 330.02%0.10%0.16%Q1 2021Q3 20213
Hall Private Wealth Advisors 210.13%0.19%0.24%Q4 2020Q3 20213
HAZLETT, BURT & WATSON, INC. 330.01%0.03%0.06%Q1 2022Q3 20223
Biltmore Capital Advisors LLC 330.04%0.05%0.06%Q2 2021Q4 20213
Machina Capital S.A.S. 210.04%0.08%0.10%Q1 2019Q4 20193
BREWIN DOLPHIN LTD 330.01%0.01%0.01%Q4 2021Q2 20223
Unigestion Holding SA 330.02%0.03%0.04%Q4 2020Q2 20213
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 330.00%0.00%0.00%Q4 2021Q2 20223
WEDGEWOOD INVESTORS INC /PA/ 330.26%0.27%0.28%Q1 2021Q3 20213
PICTON MAHONEY ASSET MANAGEMENT 330.32%0.40%0.47%Q1 2021Q3 20213
PERISCOPE CAPITAL INC. 210.01%0.04%0.06%Q3 2018Q1 20223
Ballew Advisors, Inc 330.00%0.01%0.02%Q1 2018Q3 20183
ICA Group Wealth Management, LLC 330.11%0.12%0.13%Q1 2022Q3 20223
PROFFITT & GOODSON INC 330.03%0.04%0.06%Q1 2022Q3 20223
APPLIED RESEARCH INVESTMENTS, LLC 330.78%1.03%1.23%Q2 2021Q4 20213
Keudell/Morrison Wealth Management 210.10%0.14%0.16%Q4 2021Q3 20223
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.06%0.06%0.07%Q1 2022Q3 20223
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2021Q3 20213
Ionic Capital Management LLC 110.13%0.19%0.31%Q1 2020Q1 20223
Jeneq Management LP 330.16%4.12%6.37%Q3 2021Q1 20223
Fund Management at Engine No. 1 LLC 330.08%0.10%0.14%Q1 2022Q3 20223
BOENNING & SCATTERGOOD, INC. 330.07%0.08%0.08%Q3 2020Q1 20213
BERYLSON CAPITAL PARTNERS, LLC 112.68%3.17%3.83%Q4 2018Q1 20223
Atria Wealth Solutions, Inc. 330.01%0.03%0.05%Q1 2022Q3 20223
Busey Wealth Management 210.01%0.01%0.01%Q4 2020Q3 20213
Beacon Capital Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Lenox Wealth Management, Inc. 210.01%0.01%0.02%Q1 2019Q1 20203
IBERIABANK CORP 210.02%0.03%0.04%Q3 2018Q2 20193
Symphony Financial, Ltd. Co. 210.11%0.21%0.34%Q2 2020Q1 20213
COLLECTIVE FAMILY OFFICE LLC 330.10%0.10%0.10%Q1 2021Q3 20213
TURNER INVESTMENTS LLC 210.21%0.87%1.26%Q1 2016Q1 20173
Roble, Belko & Company, Inc 210.00%0.00%0.00%Q3 2021Q3 20223
YHB Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2021Q3 20213
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 331.37%1.73%1.99%Q1 2017Q3 20173
Capitolis Advisors LLC 330.05%0.21%0.48%Q4 2020Q2 20213
Integrated Wealth Management 330.00%0.00%0.00%Q1 2016Q3 20163
Truepoint, Inc. 210.01%0.02%0.04%Q3 2021Q3 20223
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Proem Advisors LLC 213.43%4.54%5.99%Q4 2020Q3 20213
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
NEVILLE RODIE & SHAW INC 330.02%0.03%0.05%Q3 2021Q1 20223
Honeycomb Asset Management LP 212.15%2.74%3.31%Q3 2021Q2 20223
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
EPIQ Capital Group, LLC 330.07%0.08%0.10%Q3 2021Q1 20223
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Gyon Technologies Capital Management, LP 210.28%0.44%0.73%Q1 2021Q3 20223
CHICAGO TRUST Co NA 330.06%0.11%0.16%Q2 2021Q4 20213
DSC Advisors, L.P. 110.09%0.13%0.20%Q4 2019Q1 20223
CIM, LLC 330.18%0.26%0.37%Q1 2018Q3 20183
ZEKE CAPITAL ADVISORS, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
St. Johns Investment Management Company, LLC 210.01%0.01%0.02%Q1 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2017Q3 20183
Buckingham Strategic Partners 330.02%0.04%0.06%Q1 2022Q3 20223
PRW Wealth Management LLC 210.00%0.06%0.13%Q4 2018Q1 20213
Jabre Capital Partners S.A. 330.02%0.06%0.11%Q4 2017Q2 20183
Baker Avenue Asset Management, LP 110.02%0.04%0.05%Q1 2017Q4 20213
TIVERTON ASSET MANAGEMENT LLC 330.01%0.01%0.02%Q1 2019Q3 20193
Baldrige Asset Management LLC 330.00%0.01%0.01%Q2 2021Q4 20213
Blackhawk Capital Partners LLC. 330.02%0.03%0.03%Q4 2017Q2 20183
Navigation Wealth Management, Inc. 330.04%0.12%0.29%Q1 2021Q3 20213
DCF Advisers, LLC 220.20%0.49%0.69%Q4 2019Q1 20203
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20213
FIRST NATIONAL TRUST CO 330.02%0.05%0.07%Q4 2020Q2 20213
HIGHSIDE GLOBAL MANAGEMENT LLC 331.55%2.64%4.53%Q4 2021Q2 20223
Pinnacle Wealth Management Group, Inc. 330.18%0.30%0.36%Q2 2021Q4 20213
Granite Point Capital Management, L.P. 210.06%0.18%0.36%Q4 2020Q2 20223
Beech Hill Advisors, Inc. 330.89%1.37%1.70%Q4 2021Q2 20223
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
VISTA EQUITY PARTNERS MANAGEMENT, LLC 330.28%1.40%2.11%Q1 2019Q3 20193
Accurate Wealth Management, LLC 330.19%0.21%0.23%Q2 2021Q4 20213
First PREMIER Bank 330.01%0.01%0.01%Q3 2019Q1 20203
SCHF (GPE), LLC 330.47%0.67%0.99%Q4 2019Q2 20203
LGT Fund Management Co Ltd. 330.07%0.28%0.60%Q4 2021Q2 20223
GAM Holding AG 210.01%0.18%0.38%Q2 2018Q4 20203
Rizvi Traverse Management, LLC 330.88%10.30%28.60%Q4 2015Q2 20163
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Jafra Capital Management LP 330.92%2.00%3.44%Q4 2016Q2 20173
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.01%0.01%0.02%Q1 2022Q2 20222
West Family Investments, Inc. 220.09%0.09%0.10%Q2 2021Q3 20212
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.24%0.40%0.55%Q1 2017Q1 20202
Braver Wealth Management, LLC 220.03%0.04%0.04%Q3 2016Q4 20162
PATTEN & PATTEN INC/TN 220.02%0.02%0.02%Q4 2020Q1 20212
PRAGMA GESTAO DE PATRIMONIO LTD 221.93%2.64%3.34%Q4 2021Q1 20222
Baltimore-Washington Financial Advisors, Inc. 220.03%0.03%0.03%Q3 2021Q4 20212
Kemnay Advisory Services Inc. 110.06%0.08%0.11%Q1 2021Q3 20212
Segantii Capital Management Ltd 110.01%0.10%0.19%Q1 2017Q1 20212
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Arvest Bank Trust Division 220.02%0.02%0.02%Q2 2021Q3 20212
Industrial Alliance Investment Management Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Myriad Asset Management Ltd. 110.06%0.40%0.74%Q3 2017Q1 20202
United Asset Strategies, Inc. 220.66%0.80%0.94%Q2 2018Q3 20182
MIRABELLA FINANCIAL SERVICES LLP 110.09%0.10%0.10%Q3 2020Q2 20212
Third Point 221.15%1.22%1.30%Q2 2020Q3 20202
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Apertura Capital, LLC 221.50%1.67%1.85%Q4 2016Q1 20172
Bruderman Asset Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2020Q2 20222
Duquesne Family Office 110.63%0.68%0.74%Q2 2018Q2 20192
Peregrine Asset Advisers, Inc. 111.08%1.21%1.34%Q3 2018Q1 20222
Parametrica Management Ltd 220.26%0.63%1.00%Q4 2020Q1 20212
Gratus Capital LLC 220.89%0.90%0.90%Q2 2021Q3 20212
Price Wealth, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Community Bank & Trust, Waco, Texas 220.07%0.07%0.07%Q2 2021Q3 20212
STRYCKER VIEW CAPITAL LLC 225.04%5.13%5.22%Q2 2021Q3 20212
Partners Group Holding AG 220.02%0.03%0.04%Q3 2021Q4 20212
ANCORA FAMILY WEALTH ADVISORS, LLC 220.04%0.04%0.05%Q2 2016Q3 20162
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.00%0.01%0.01%Q4 2021Q1 20222
Jericho Capital Asset Management L.P. 223.48%4.52%5.55%Q1 2019Q2 20192
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Threshold Group LLC 220.09%0.10%0.11%Q2 2016Q3 20162
Hall Kathryn A. 110.36%0.76%1.15%Q2 2017Q2 20192
Brevan Howard Capital Management LP 220.40%0.62%0.84%Q4 2020Q1 20212
Orbitronix, LP 220.17%0.20%0.23%Q1 2016Q2 20162
Gateway Advisory, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.24%0.72%1.20%Q4 2020Q4 20202
Silicon Valley Capital Partners 220.12%0.18%0.23%Q4 2020Q1 20212
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
WEALTHSOURCE PARTNERS, LLC 220.02%0.03%0.04%Q3 2020Q4 20202
Hillhouse Capital Management 220.42%0.71%0.99%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Worm Capital, LLC 220.51%0.58%0.65%Q1 2020Q2 20202
Castle Hook Partners LP 110.52%0.60%0.69%Q3 2021Q1 20222
MFA WEALTH ADVISORS, LLC 220.04%1.05%2.06%Q1 2020Q2 20202
ThornTree Capital Partners LP 111.46%5.76%10.07%Q3 2019Q3 20212
IFC Holdings Incorporated/FL 220.02%0.02%0.03%Q3 2017Q4 20172
Clearwater Capital Advisors, LLC 110.02%0.03%0.03%Q1 2021Q3 20212
Sassicaia Capital Advisers LLC 110.68%2.29%3.90%Q1 2021Q3 20212
Brouwer & Janachowski, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Polianta Ltd 110.57%0.64%0.71%Q4 2020Q2 20222
Numen Capital LLP 222.83%3.89%4.95%Q4 2018Q1 20192
York Capital Management Global Advisors, LLC 220.09%0.28%0.47%Q2 2021Q3 20212
GenTrust, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Beirne Wealth Consulting Services, LLC 220.24%0.25%0.25%Q2 2019Q3 20192
Woodson Capital Management, LP 220.80%0.83%0.86%Q2 2022Q3 20222
B. Riley Financial, Inc. 220.07%0.07%0.08%Q1 2018Q2 20182
Conservest Capital Advisors, Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
MOORE CAPITAL MANAGEMENT, LP 220.09%0.10%0.12%Q4 2021Q1 20222
BFSG, LLC 220.15%0.15%0.15%Q4 2020Q1 20212
CLEAR STREET LLC 110.64%0.64%0.64%Q3 2022Q3 20222
Haafor (Singapore) Pte. Ltd. 110.51%0.89%1.27%Q4 2019Q3 20202
MPS Loria Financial Planners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
EMS Capital LP 220.23%0.49%0.75%Q4 2015Q1 20162
DeDora Capital, Inc. 110.12%0.13%0.14%Q3 2021Q1 20222
Diametric Capital, LP 110.15%0.37%0.59%Q2 2019Q3 20222
OXFORD ASSET MANAGEMENT LLP 110.15%0.18%0.20%Q2 2019Q4 20192
STANSBERRY ASSET MANAGEMENT, LLC 220.45%0.48%0.51%Q3 2019Q4 20192
TIGER MANAGEMENT L.L.C. 110.16%0.27%0.38%Q3 2020Q2 20212
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q2 20182
WealthShield Partners, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Monument Capital Management 220.11%0.12%0.12%Q1 2021Q2 20212
Pentwater Capital Management LP 220.02%0.06%0.09%Q4 2021Q1 20222
Voya Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
PRIVATE ASSET MANAGEMENT INC 220.06%0.06%0.06%Q4 2018Q1 20192
Newport Wealth Strategies, Inc. 220.27%0.30%0.32%Q1 2019Q2 20192
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Vigilare Wealth Management 110.15%0.20%0.26%Q1 2020Q4 20212
All Terrain Financial Advisors, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Pinnacle Holdings, LLC 110.01%0.04%0.06%Q3 2021Q1 20222
FNY Managed Accounts LLC 110.16%0.21%0.27%Q1 2017Q4 20172
MEITAV DASH INVESTMENTS LTD 110.01%0.01%0.02%Q4 2019Q2 20202
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Blackstone Inc. 110.07%0.08%0.09%Q3 2016Q3 20192
Taconic Capital Advisors LP 110.08%0.19%0.31%Q1 2022Q1 20222
Castleview Partners, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
CX Institutional 220.00%0.04%0.08%Q2 2022Q3 20222
West Branch Capital LLC 220.16%0.27%0.37%Q2 2018Q3 20182
BLB&B Advisors, LLC 110.02%0.02%0.03%Q4 2020Q3 20212
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
West Oak Capital, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Mount Yale Investment Advisors, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
D1 Capital Partners L.P. 111.08%1.26%1.44%Q4 2021Q3 20222
Hidden Lake Asset Management LP 111.93%2.43%2.92%Q2 2020Q1 20222
Dorsey & Whitney Trust CO LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Bell Rock Capital LLC 220.01%0.01%0.01%Q3 2019Q4 20192
MENTA CAPITAL LLC 220.07%0.08%0.09%Q2 2017Q3 20172
NKCFO LLC 220.11%0.15%0.18%Q2 2021Q3 20212
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Quantinno Capital Management LP 110.04%0.27%0.50%Q1 2020Q3 20222
TIG Advisors, LLC 220.09%0.14%0.20%Q3 2021Q4 20212
COWBIRD CAPITAL LP 228.33%9.04%9.76%Q3 2020Q4 20202
Lee Capital Asset Management LLC 222.04%2.44%2.84%Q2 2019Q3 20192
Wealthpoint, LLC 110.00%0.04%0.08%Q4 2018Q1 20222
Isomer Partners LP 110.72%2.30%3.87%Q4 2018Q4 20182
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.01%0.02%Q2 2018Q3 20182
Hound Partners 220.60%0.61%0.62%Q1 2022Q2 20222
FORVIS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Outlook Wealth Advisors, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
DAGCO, INC. 220.18%0.19%0.20%Q3 2020Q4 20202
JACOBS ASSET MANAGEMENT, LLC 110.36%0.64%0.92%Q4 2016Q4 20212
Meridian Wealth Advisors, LLC 220.11%0.11%0.12%Q2 2022Q3 20222
CMC Financial Group 221.62%1.64%1.66%Q2 2019Q3 20192
SAGE RHINO CAPITAL LLC 220.08%0.08%0.08%Q1 2021Q2 20212
Y-Intercept (Hong Kong) Ltd 110.03%0.10%0.16%Q4 2021Q2 20222
Independent Portfolio Consultants, Inc. 220.07%0.08%0.10%Q1 2017Q2 20172
HALLMARK CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Luxor Capital Group, LP 110.02%0.04%0.06%Q4 2019Q4 20212
Scott & Selber, Inc. 220.83%0.86%0.89%Q4 2019Q1 20202
Bleichroeder LP 220.05%0.11%0.18%Q4 2021Q1 20222
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.01%0.01%Q3 2021Q2 20222
Avalon Global Asset Management LLC 220.37%0.66%0.94%Q1 2022Q2 20222
Aperture Investors, LLC 110.06%0.28%0.50%Q3 2020Q3 20212
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Gunderson Capital Management Inc. 223.71%3.84%3.98%Q1 2019Q2 20192
Trellus Management Company, LLC 110.52%0.53%0.53%Q1 2018Q3 20212
ProVise Management Group, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Pacifica Partners Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Pensionfund DSM Netherlands 220.11%0.14%0.17%Q3 2021Q4 20212
S.A. Mason LLC 220.04%0.04%0.04%Q4 2019Q1 20202
One Charles Private Wealth Services, LLC 220.17%0.18%0.20%Q2 2021Q3 20212
COHEN & STEERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
LINDEN ADVISORS LP 110.07%0.09%0.12%Q1 2017Q1 20202
SHEN NEIL NANPENG 220.52%0.63%0.74%Q1 2020Q2 20202
Destination Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
CONTINENTAL ADVISORS LLC 220.94%0.94%0.94%Q4 2020Q1 20212
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q2 2022Q3 20222
Fortis Capital Management LLC 221.03%1.12%1.20%Q2 2021Q3 20212
N.E.W. Advisory Services LLC 220.07%0.07%0.07%Q3 2020Q4 20202
Harvest Capital Strategies LLC 220.01%0.02%0.04%Q1 2016Q2 20162
Aquatic Capital Management LLC 110.06%0.32%0.58%Q1 2022Q3 20222
Danda Trouve Investment Management, Inc. 110.00%0.00%0.01%Q4 2020Q3 20212
Filbrandt Wealth Management, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
Capstone Financial Group, Inc. 220.04%0.04%0.04%Q2 2020Q3 20202
FIRST QUADRANT LLC/CA 220.00%0.00%0.00%Q3 2018Q4 20182
Revolve Wealth Partners, LLC 220.08%0.09%0.09%Q4 2021Q1 20222
WATERS PARKERSON & CO., LLC 220.02%0.02%0.02%Q2 2021Q3 20212
ELEQUIN CAPITAL LP 220.01%0.01%0.02%Q1 2022Q2 20222
Avalon Investment & Advisory 220.01%0.01%0.01%Q3 2020Q4 20202
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.03%0.03%Q3 2018Q2 20202
StrongBox Wealth, LLC 110.12%0.13%0.14%Q4 2020Q4 20212
HARBOURVEST PARTNERS LLC 110.14%0.49%0.84%Q4 2017Q4 20192
Alpha Paradigm Partners, LLC 220.11%0.51%0.91%Q4 2020Q1 20212
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.11%0.22%Q3 2020Q1 20222
Windmill Hill Asset Management Ltd 220.86%1.29%1.72%Q3 2020Q4 20202
Wealthgate Family Office, LLC 220.38%0.54%0.71%Q4 2020Q1 20212
Ardmore Road Asset Management LP 221.00%2.76%4.53%Q2 2022Q3 20222
David J Yvars Group 220.16%0.17%0.18%Q2 2021Q3 20212
Astrantus Ltd 220.68%0.85%1.02%Q4 2021Q1 20222
GraniteShares Advisors LLC 220.16%0.16%0.17%Q4 2021Q1 20222
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
Alpha DNA Investment Management LLC 220.01%0.53%1.04%Q4 2020Q1 20212
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
San Luis Wealth Advisors LLC 110.02%0.11%0.20%Q3 2021Q1 20222
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q2 2019Q3 20192
Greenwoods Asset Management Hong Kong Ltd. 220.17%0.57%0.98%Q1 2021Q2 20212
South Shore Capital Advisors 220.68%0.97%1.26%Q4 2020Q1 20212
Rollins Financial 110.07%0.09%0.11%Q2 2021Q1 20222
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.01%0.01%Q2 2021Q4 20212
Naviter Wealth, LLC 220.09%0.10%0.10%Q2 2022Q3 20222
Ronald Blue Trust, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Guardian Wealth Advisors, LLC 110.01%0.01%0.02%Q1 2021Q3 20222
Alaethes Wealth LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Caerus Investment Advisors, LLC 220.31%0.37%0.43%Q4 2021Q1 20222
Regency Capital Management Inc.\DE 220.00%0.06%0.11%Q2 2021Q3 20212
DENVER INVESTMENT ADVISORS LLC 220.01%0.02%0.02%Q4 2016Q1 20172
Gordian Capital Singapore Pte Ltd 220.00%0.01%0.01%Q2 2022Q3 20222
LONG WALK MANAGEMENT LP 114.52%7.98%11.43%Q2 2021Q3 20222
AnglePoint Asset Management Ltd 223.90%5.37%6.84%Q2 2022Q3 20222
Steadfast Capital Management (UK) Ltd. 222.13%2.38%2.64%Q3 2021Q4 20212
CenterBook Partners LP 110.13%0.17%0.20%Q4 2021Q2 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Householder Group Estate & Retirement Specialist, LLC 110.01%0.06%0.10%Q4 2021Q3 20222
VISTA FINANCE, LLC 220.73%0.84%0.95%Q4 2021Q1 20222
Ameritas Advisory Services, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Trevian Wealth Management LLC 220.36%0.61%0.86%Q4 2021Q1 20222
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q2 20222
Highview Capital Management LLC/DE/ 110.21%0.22%0.23%Q4 2021Q3 20222
Morling Financial Advisors, LLC 220.76%0.78%0.81%Q2 2022Q3 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
WMG Financial Advisors, LLC 220.27%0.30%0.33%Q4 2021Q1 20222
WEALTH EFFECTS LLC 220.19%0.21%0.24%Q4 2021Q1 20222
CHERRYDALE WEALTH MANAGEMENT, LLC 220.22%0.24%0.26%Q4 2021Q1 20222
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 220.19%0.19%0.20%Q4 2021Q1 20222
Beaird Harris Wealth Management, LLC 110.00%0.01%0.01%Q4 2021Q3 20222
New Millennium Group LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Pitti Group Wealth Management, LLC 220.40%0.40%0.41%Q4 2021Q1 20222
Morton Brown Family Wealth, LLC 220.10%0.11%0.12%Q4 2021Q1 20222
CARDIFF PARK ADVISORS, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
GUERRA PAN ADVISORS, LLC 220.27%0.31%0.35%Q4 2021Q1 20222
Mass Ave Global Inc. 220.20%0.36%0.52%Q4 2021Q1 20222
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
Forum Financial Management, LP 110.01%0.01%0.01%Q4 2021Q2 20222
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
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Triasima Portfolio Management inc. 220.01%0.01%0.01%Q3 2021Q4 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
PRECEPT MANAGEMENT LLC 220.51%0.68%0.86%Q4 2016Q1 20172
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Zurich Insurance Group Ltd/FI 110.02%0.05%0.09%Q3 2017Q1 20192
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q1 2018Q2 20202
Baillie Gifford 110.00%0.00%0.01%Q4 2020Q3 20222
INTECH INVESTMENT MANAGEMENT LLC 220.02%0.02%0.03%Q2 2022Q3 20222
GIRARD SECURITIES, INC. 220.20%0.24%0.28%Q2 2017Q3 20172
ANALYTIC INVESTORS, LLC 220.08%0.13%0.19%Q2 2016Q3 20162
KANALY TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
JAMES INVESTMENT RESEARCH INC 110.01%0.01%0.01%Q4 2020Q3 20212
GAMBLE JONES INVESTMENT COUNSEL 220.02%0.02%0.03%Q3 2020Q4 20202
WEATHERBIE CAPITAL, LLC 110.04%0.04%0.05%Q2 2016Q4 20162
BBVA USA 220.02%0.02%0.03%Q2 2021Q3 20212
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Brookfield Asset Management 220.01%0.02%0.03%Q2 2022Q3 20222
CALDWELL & ORKIN INC 110.14%0.64%1.15%Q1 2017Q3 20172
MONETTA FINANCIAL SERVICES INC 220.48%0.54%0.60%Q2 2018Q3 20182
WESBANCO BANK INC 220.01%0.01%0.02%Q2 2021Q3 20212
WESTERN FINANCIAL Corp 220.61%0.66%0.70%Q2 2021Q3 20212
TWIN CAPITAL MANAGEMENT INC 220.16%0.22%0.28%Q3 2021Q4 20212
CARLSON CAPITAL L P 110.02%0.03%0.04%Q4 2020Q3 20212
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
KENNEDY CAPITAL MANAGEMENT, INC. 220.09%0.10%0.11%Q4 2016Q1 20172
Cerebellum GP, LLC 110.16%0.19%0.21%Q4 2018Q2 20192
Delpha Capital Management, LLC 220.26%0.60%0.93%Q4 2017Q1 20182
Circle Wealth Management, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
G2 Investment Partners Management LLC 220.08%0.13%0.17%Q1 2018Q2 20182
Riverview Trust Co 220.02%0.02%0.02%Q2 2022Q3 20222
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q4 2018Q4 20202
Rikoon Group, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
Segment Wealth Management, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Karpus Management, Inc. 110.01%0.01%0.01%Q3 2018Q1 20212
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
Great Diamond Partners, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Timber Hill LLC 110.00%0.00%0.00%Q1 2017Q1 20171
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
Comprehensive Financial Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Skylands Capital, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
CLEARFIELD CAPITAL MANAGEMENT LP 1112.37%12.37%12.37%Q4 2019Q4 20191
CABOT WEALTH MANAGEMENT INC 110.15%0.15%0.15%Q3 2021Q3 20211
Durable Capital Partners LP 110.44%0.44%0.44%Q4 2020Q4 20201
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q4 2016Q4 20161
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vahanian & Associates Financial Planning Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
Egerton Capital (UK) LLP 110.53%0.53%0.53%Q3 2021Q3 20211
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
GUARDIAN WEALTH ADVISORS, LLC / NC 110.10%0.10%0.10%Q4 2021Q4 20211
WHITE SQUARE CAPITAL LLP 113.04%3.04%3.04%Q4 2020Q4 20201
River Wealth Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TradeLink Capital LLC 110.84%0.84%0.84%Q2 2020Q2 20201
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Keebeck Alpha, LP 110.13%0.13%0.13%Q3 2020Q3 20201
TBH Global Asset Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Stonegate Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MIK Capital, LP 111.47%1.47%1.47%Q1 2021Q1 20211
NexWave Capital Partners LLC 110.54%0.54%0.54%Q4 2021Q4 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lavaca Capital LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Marcum Wealth, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Kiwi Wealth Investments Limited Partnership 110.16%0.16%0.16%Q1 2020Q1 20201
Leap Investments LP 110.29%0.29%0.29%Q2 2020Q2 20201
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
ASTURIAS CAPITAL LLC 113.61%3.61%3.61%Q4 2019Q4 20191
LANSDOWNE PARTNERS (UK) LLP 110.01%0.01%0.01%Q4 2015Q4 20151
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SCOPUS ASSET MANAGEMENT, L.P. 110.99%0.99%0.99%Q1 2019Q1 20191
Eagle Strategies LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Perfromance Wealth Partners, LLC 110.69%0.69%0.69%Q4 2021Q4 20211
JS Capital Management LLC 110.83%0.83%0.83%Q3 2021Q3 20211
Opus Capital Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BLUE SQUARE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.20%0.20%0.20%Q2 2020Q2 20201
Trek Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PRIMORIS WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Greenwoods Asset Management Ltd 110.09%0.09%0.09%Q4 2020Q4 20201
Nauset Wealth Management. LLC 110.09%0.09%0.09%Q1 2022Q1 20221
united american securities inc. (d/b/a uas asset management) 110.24%0.24%0.24%Q2 2021Q2 20211
Frisch Financial Group, Inc. 110.09%0.09%0.09%Q1 2021Q1 20211
EverPoint Asset Management, LLC 110.48%0.48%0.48%Q3 2016Q3 20161
Airain ltd 110.04%0.04%0.04%Q4 2016Q4 20161
Guidance Point Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Geduld E E 110.35%0.35%0.35%Q3 2016Q3 20161
Joseph Group Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
Boltwood Capital Management 110.10%0.10%0.10%Q3 2021Q3 20211
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
Red Tortoise LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Camarda Financial Advisors, LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Passport Capital, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
Intelligent Financial Strategies 110.01%0.01%0.01%Q1 2022Q1 20221
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.10%0.10%0.10%Q4 2020Q4 20201
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Susquehanna International Group Ltd. 110.13%0.13%0.13%Q3 2021Q3 20211
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
BIVIN & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EWG Elevate Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Campbell & CO Investment Adviser LLC 110.57%0.57%0.57%Q4 2021Q4 20211
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 111.20%1.20%1.20%Q1 2022Q1 20221
Cordasco Financial Network 110.00%0.00%0.00%Q3 2021Q3 20211
HHLR ADVISORS, LTD. 110.36%0.36%0.36%Q3 2019Q3 20191
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
REGATTA CAPITAL GROUP, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Delta Investment Management, LLC 110.74%0.74%0.74%Q1 2021Q1 20211
Jackson Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Oak Thistle LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Resurgent Financial Advisors LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Parian Global Management LP 113.89%3.89%3.89%Q3 2019Q3 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
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
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
VisionPoint Advisory Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Metis Global Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Think Investments LP 113.14%3.14%3.14%Q3 2022Q3 20221
IRON Financial, LLC 110.17%0.17%0.17%Q3 2018Q3 20181
Discovery Value Fund 110.02%0.02%0.02%Q2 2021Q2 20211
Horrell Capital Management, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
CLEAR INVESTMENT RESEARCH, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WealthPlan Investment Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
BKS ADVISORS, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Tech Square Trading LP 110.89%0.89%0.89%Q1 2019Q1 20191
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
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FORA Capital, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Braun-Bostich & Associates Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
CNA FINANCIAL CORP 110.68%0.68%0.68%Q4 2020Q4 20201
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q2 2018Q2 20181
ENDICOTT MANAGEMENT CO 110.21%0.21%0.21%Q3 2016Q3 20161
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
One Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
USA Financial Portformulas Corp 110.21%0.21%0.21%Q1 2021Q1 20211
First Washington CORP 110.95%0.95%0.95%Q4 2018Q4 20181
Ashler Capital LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
BANK OF HAWAII 110.02%0.02%0.02%Q4 2017Q4 20171
Rossmore Private Capital 110.05%0.05%0.05%Q1 2021Q1 20211
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
BW Gestao de Investimentos Ltda. 110.00%0.00%0.00%Q3 2019Q3 20191
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Telemark Asset Management, LLC 110.47%0.47%0.47%Q1 2019Q1 20191
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
CLINTON GROUP INC 110.06%0.06%0.06%Q4 2017Q4 20171
RKL Wealth Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Triumph Capital Management 110.37%0.37%0.37%Q2 2021Q2 20211
BESSEMER SECURITIES LLC 110.23%0.23%0.23%Q1 2021Q1 20211
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
Ironvine Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
VIRIDIAN RIA, LLC 110.38%0.38%0.38%Q1 2019Q1 20191
WealthTrust Axiom LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
COWEN AND COMPANY, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
FineMark National Bank & Trust 110.02%0.02%0.02%Q2 2018Q2 20181
Keystone Financial Group 110.05%0.05%0.05%Q3 2021Q3 20211
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
DG CAPITAL MANAGEMENT INC 111.06%1.06%1.06%Q3 2016Q3 20161
Pictet & Cie (Europe) SA 110.01%0.01%0.01%Q1 2021Q1 20211
Trustees of Princeton University 115.85%5.85%5.85%Q1 2020Q1 20201
Soros Fund Management 110.01%0.01%0.01%Q4 2016Q4 20161
Bridgefront Capital, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
WIM Asset Management (HK) Ltd 110.88%0.88%0.88%Q4 2018Q4 20181
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
Ovata Capital Management Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
SENTINEL TRUST CO LBA 110.05%0.05%0.05%Q4 2021Q4 20211
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MJP ASSOCIATES INC /ADV 110.12%0.12%0.12%Q3 2021Q3 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KENSICO CAPITAL MANAGEMENT CORP 110.67%0.67%0.67%Q1 2022Q1 20221
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
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2016Q1 20161
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
ACT CAPITAL MANAGEMENT, LLC 110.46%0.46%0.46%Q3 2022Q3 20221
FARR MILLER & WASHINGTON LLC/DC 110.03%0.03%0.03%Q2 2020Q2 20201
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
Fore Capital, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q2 2022Q2 20221
Polen Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
Abbot Financial Management, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
Raging Capital Management, LLC 110.89%0.89%0.89%Q4 2018Q4 20181
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
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2022Q1 20221
BHK Investment Advisors, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
CHURCHILL MANAGEMENT Corp 110.10%0.10%0.10%Q3 2021Q3 20211
Intercontinental Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Fundamentun, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Prime Capital Management Co Ltd 114.95%4.95%4.95%Q3 2020Q3 20201
Portland Ltd 1135.51%35.51%35.51%Q3 2022Q3 20221
DC Investments Management, LLC 110.55%0.55%0.55%Q4 2020Q4 20201
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.01%0.01%0.01%Q4 2017Q4 20171
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
ARROWGRASS CAPITAL PARTNERS (US) LP 110.06%0.06%0.06%Q1 2017Q1 20171
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.35%0.35%0.35%Q4 2021Q4 20211
BREAKLINE CAPITAL LLC 111.08%1.08%1.08%Q4 2020Q4 20201
Donoghue Forlines LLC 110.44%0.44%0.44%Q3 2020Q3 20201
Three Peaks Capital Management, LLC 110.54%0.54%0.54%Q3 2018Q3 20181
Private Advisory Group LLC 110.11%0.11%0.11%Q4 2021Q4 20211
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.53%0.53%0.53%Q2 2018Q2 20181
Concert Wealth Management Inc. 110.03%0.03%0.03%Q1 2017Q1 20171
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Arena Investors LP 110.00%0.00%0.00%Q3 2022Q3 20221
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2016Q3 20161
Lyon Street Capital, LLC 112.24%2.24%2.24%Q3 2020Q3 20201
TFO-TDC, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Artisan Partners Limited Partnership 110.16%0.16%0.16%Q1 2020Q1 20201
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2021Q2 20211
Amplify Investments, LLC 116.51%6.51%6.51%Q1 2018Q1 20181
FLOW TRADERS U.S. LLC 110.06%0.06%0.06%Q4 2020Q4 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
SAPPHIRE VENTURES, L.L.C. 1120.37%20.37%20.37%Q4 2016Q4 20161
ARISTEIA CAPITAL LLC 110.50%0.50%0.50%Q1 2017Q1 20171
Voleon Capital Management LP 113.84%3.84%3.84%Q4 2020Q4 20201
Hutchin Hill Capital, LP 110.04%0.04%0.04%Q4 2016Q4 20161
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
BIRINYI ASSOCIATES INC 110.08%0.08%0.08%Q2 2021Q2 20211
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MAZAMA CAPITAL MANAGEMENT INC 110.11%0.11%0.11%Q4 2015Q4 20151
NorthRock Partners, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
AHL Partners LLP 110.01%0.01%0.01%Q3 2017Q3 20171
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
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2021Q3 20211
Anson Funds Management LP 110.44%0.44%0.44%Q4 2020Q4 20201
JT Stratford LLC 110.24%0.24%0.24%Q3 2021Q3 20211
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
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Thrax Management, LLC 110.45%0.45%0.45%Q4 2016Q4 20161
CHOREO, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Retirement Planning Group 110.03%0.03%0.03%Q3 2021Q3 20211
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
SoftBank Group 110.62%0.62%0.62%Q2 2020Q2 20201
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
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
Axiom Investment Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
L.M. KOHN & COMPANY 110.13%0.13%0.13%Q1 2022Q1 20221
Accredited Investors Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q4 2015Q4 20151
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
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
Venturi Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
S. R. Schill & Associates 110.19%0.19%0.19%Q3 2021Q3 20211
Boussard & Gavaudan Investment Management LLP 111.66%1.66%1.66%Q3 2021Q3 20211
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Sovereign Financial Group, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
Lebenthal Global Advisors, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
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
Greystone Financial Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Titan Capital Management, LLC /TX 110.44%0.44%0.44%Q3 2020Q3 20201
APOGEM CAPITAL LLC 110.19%0.19%0.19%Q4 2021Q4 20211
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Wells Financial Advisors INC 110.06%0.06%0.06%Q4 2020Q4 20201
DOLIVER ADVISORS, LP 110.07%0.07%0.07%Q1 2022Q1 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Brown University 111.61%1.61%1.61%Q2 2020Q2 20201
McCarthy Asset Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kaizen Financial Strategies 110.27%0.27%0.27%Q4 2020Q4 20201
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
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GoalVest Advisory LLC 110.04%0.04%0.04%Q4 2020Q4 20201
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
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q4 2020Q4 20201
Artal Group S.A. 110.08%0.08%0.08%Q3 2019Q3 20191
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Par Capital Management 110.02%0.02%0.02%Q1 2022Q1 20221
Ibex Investors LLC 110.14%0.14%0.14%Q3 2018Q3 20181
Sender Co & Partners, Inc. 111.21%1.21%1.21%Q4 2021Q4 20211
SONA ASSET MANAGEMENT (US) LLC 110.77%0.77%0.77%Q4 2021Q4 20211
Audent Global Asset Management, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
AJO, LP 110.09%0.09%0.09%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
Liberty Mutual Group Asset Management Inc. 110.06%0.06%0.06%Q4 2018Q4 20181
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BOULDER HILL CAPITAL MANAGEMENT LP 110.55%0.55%0.55%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Hickory Lane Capital Management LP 112.95%2.95%2.95%Q1 2021Q1 20211
One01 Capital, LP 115.18%5.18%5.18%Q4 2020Q4 20201
Fortis Group Advisors, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Columbia Asset Management 110.03%0.03%0.03%Q3 2018Q3 20181
HYA Advisors, Inc 110.09%0.09%0.09%Q4 2021Q4 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WATER ISLAND CAPITAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ascendant Capital Management, LLC 110.82%0.82%0.82%Q3 2021Q3 20211
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
High Note Wealth, LLC 110.50%0.50%0.50%Q4 2021Q4 20211
Pallas Capital Advisors LLC 110.18%0.18%0.18%Q1 2021Q1 20211
WFG Advisors, LP 110.00%0.00%0.00%Q3 2016Q3 20161
DOCKYARD CAPITAL MANAGEMENT LP 115.28%5.28%5.28%Q4 2021Q4 20211
regents capital Ltd 111.61%1.61%1.61%Q2 2021Q2 20211
CAT ROCK CAPITAL MANAGEMENT LP 113.49%3.49%3.49%Q3 2019Q3 20191
AWM CAPITAL, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
Metavasi Capital LP 110.53%0.53%0.53%Q4 2021Q4 20211
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SELDON CAPITAL LP 110.42%0.42%0.42%Q4 2021Q4 20211
Tempus Wealth Planning, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
Andar Capital Management HK Ltd 112.87%2.87%2.87%Q1 2021Q1 20211
Artemis Investment Management LLP 110.20%0.20%0.20%Q3 2021Q3 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Virtus ETF Advisers LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Bank of New Hampshire 110.01%0.01%0.01%Q1 2022Q1 20221
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Pinpoint Asset Management Ltd 110.96%0.96%0.96%Q2 2020Q2 20201
Polaris Wealth Advisory Group, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Caldera Capital, LLC 110.60%0.60%0.60%Q3 2019Q3 20191
BERRY GROUP, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Alta Advisers Ltd 110.06%0.06%0.06%Q3 2022Q3 20221
Twelve Points Wealth Management LLC 110.31%0.31%0.31%Q1 2022Q1 20221
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
DELTEC ASSET MANAGEMENT LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q4 2016Q4 20161
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Tatro Capital, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191

External links

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