SQUARE INC shareholder history

Current and past SQUARE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 32320.00%0.15%0.92%Q4 2015Q3 202396
SUSQUEHANNA INTERNATIONAL GROUP, LLP 32320.00%0.10%0.39%Q4 2015Q3 202395
CITIGROUP INC 32320.00%0.04%0.15%Q4 2015Q3 202391
Walleye Trading LLC 32320.00%0.23%1.27%Q4 2015Q3 202390
Citadel Advisors 32320.00%0.07%0.26%Q4 2015Q3 202389
BARCLAYS PLC 32320.00%0.05%0.16%Q4 2015Q3 202387
WOLVERINE TRADING, LLC 16130.00%0.08%0.34%Q2 2016Q3 202384
UBS Group AG 32320.00%0.04%0.21%Q4 2015Q3 202384
D. E. Shaw & Co., Inc. 28280.00%0.17%0.84%Q4 2016Q3 202381
Parallax Volatility Advisers, L.P. 30300.00%0.09%0.44%Q2 2016Q3 202379
BANK OF AMERICA CORP /DE/ 32320.00%0.01%0.08%Q4 2015Q3 202379
ROYAL BANK OF CANADA 32320.00%0.02%0.12%Q4 2015Q3 202377
GOLDMAN SACHS GROUP INC 29290.00%0.06%0.36%Q3 2016Q3 202375
JANE STREET GROUP, LLC 32320.00%0.06%0.22%Q4 2015Q3 202374
BNP PARIBAS FINANCIAL MARKETS 2640.00%0.04%0.32%Q1 2016Q3 202372
CAPITAL FUND MANAGEMENT S.A. 26260.00%0.28%1.27%Q2 2017Q3 202367
TWO SIGMA SECURITIES, LLC 1610.00%0.12%0.59%Q3 2016Q3 202365
HAP Trading, LLC 1410.00%0.28%2.36%Q3 2016Q3 202365
MILLENNIUM MANAGEMENT LLC 2120.00%0.04%0.24%Q4 2015Q3 202361
CREDIT SUISSE AG/ 32320.00%0.06%0.36%Q4 2015Q3 202360
TWO SIGMA INVESTMENTS, LP 2620.00%0.11%0.57%Q4 2015Q3 202360
NOMURA HOLDINGS INC 2520.00%0.09%0.88%Q4 2015Q3 202359
Twin Tree Management, LP 2410.00%0.16%0.66%Q2 2017Q3 202359
PEAK6 Investments LLC 21210.00%0.25%0.91%Q3 2018Q3 202358
HSBC HOLDINGS PLC 26260.00%0.07%0.30%Q2 2017Q3 202358
Creative Planning 32320.00%0.04%0.46%Q4 2015Q3 202358
BANK OF MONTREAL /CAN/ 2920.00%0.03%0.42%Q4 2015Q3 202357
WELLS FARGO & COMPANY/MN 32320.00%0.02%0.13%Q4 2015Q3 202354
HighTower Advisors, LLC 30300.00%0.02%0.10%Q2 2016Q3 202350
Paloma Partners Management Co 1210.00%0.08%0.78%Q2 2017Q3 202350
XR Securities LLC 22220.00%0.15%0.73%Q2 2018Q3 202348
Invesco Ltd. 30300.00%0.01%0.15%Q2 2016Q3 202346
BALYASNY ASSET MANAGEMENT L.P. 1210.00%0.04%0.27%Q1 2016Q3 202344
Squarepoint Ops LLC 1110.00%0.05%0.29%Q3 2016Q3 202343
Centiva Capital, LP 18180.01%0.06%0.28%Q2 2019Q3 202340
Mizuho Markets Cayman LP 1220.00%1.33%10.84%Q1 2020Q3 202340
TUDOR INVESTMENT CORP ET AL 24240.00%0.07%0.25%Q4 2017Q3 202340
Cubist Systematic Strategies, LLC 2430.01%0.06%0.26%Q3 2016Q3 202339
DEUTSCHE BANK AG\ 32320.00%0.03%0.16%Q4 2015Q3 202338
PRELUDE CAPITAL MANAGEMENT, LLC 860.01%0.08%0.44%Q1 2017Q3 202238
Financial Architects, Inc 25250.00%0.04%0.17%Q1 2016Q1 202238
CREDIT AGRICOLE S A 1920.00%0.08%0.30%Q4 2016Q3 202337
WOLVERINE ASSET MANAGEMENT LLC 1810.00%0.11%0.49%Q1 2017Q2 202337
Daiwa Securities Group Inc. 24240.00%0.02%0.11%Q4 2017Q3 202336
US BANCORP \DE\ 32320.00%0.04%0.15%Q4 2015Q3 202336
Jefferies Group LLC 1710.00%0.08%1.00%Q1 2016Q3 202235
MUFG Securities EMEA plc 1570.01%0.27%4.82%Q4 2017Q3 202334
Moors & Cabot, Inc. 2310.00%0.08%0.22%Q3 2016Q3 202334
Capital World Investors 32320.01%0.14%0.37%Q4 2015Q3 202332
BLAIR WILLIAM & CO/IL 32320.01%0.10%0.41%Q4 2015Q3 202332
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32320.00%0.00%0.00%Q4 2015Q3 202332
NEW YORK STATE COMMON RETIREMENT FUND 32320.00%0.07%0.23%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.05%0.14%Q4 2015Q3 202332
VANGUARD GROUP INC 32320.00%0.06%0.15%Q4 2015Q3 202332
GEODE CAPITAL MANAGEMENT, LLC 32320.00%0.05%0.13%Q4 2015Q3 202332
Focused Wealth Management, Inc 32320.00%0.03%0.11%Q4 2015Q3 202332
PATHSTONE FAMILY OFFICE, LLC 2710.00%0.06%0.25%Q3 2016Q3 202332
IFP Advisors, Inc 17140.00%0.03%0.08%Q4 2015Q3 202332
STATE OF WISCONSIN INVESTMENT BOARD 32320.00%0.05%0.14%Q4 2015Q3 202332
NORTHERN TRUST CORP 32320.00%0.04%0.11%Q4 2015Q3 202332
FMR LLC 32320.00%0.11%0.30%Q4 2015Q3 202332
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 32320.00%0.37%0.78%Q4 2015Q3 202332
Bank of New York Mellon Corp 32320.00%0.07%0.17%Q4 2015Q3 202332
VOYA INVESTMENT MANAGEMENT LLC 32320.00%0.05%0.30%Q4 2015Q3 202332
MORGAN STANLEY 32320.00%0.27%1.10%Q4 2015Q3 202332
AdvisorNet Financial, Inc 24240.00%0.06%0.15%Q4 2017Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.05%0.16%Q4 2015Q3 202332
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 32320.00%0.08%0.23%Q4 2015Q3 202332
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 32320.00%0.08%0.21%Q4 2015Q3 202332
STATE STREET CORP 32320.00%0.04%0.11%Q4 2015Q3 202332
ARK Investment Management 2430.00%3.38%6.81%Q4 2016Q3 202332
AMERICAN CENTURY COMPANIES INC 3010.00%0.17%0.50%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.07%Q1 2016Q3 202331
JPMORGAN CHASE & CO 2920.00%0.05%0.16%Q4 2015Q3 202331
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31310.00%0.04%0.10%Q1 2016Q3 202331
Legal & General Group Plc 31310.00%0.06%0.18%Q1 2016Q3 202331
CIBC Asset Management Inc 31310.00%0.01%0.02%Q1 2016Q3 202331
FIRST TRUST ADVISORS LP 31310.00%0.04%0.16%Q1 2016Q3 202331
INVESTMENT HOUSE LLC 31310.04%0.57%1.42%Q1 2016Q3 202331
CSS LLC/IL 910.01%0.04%0.24%Q4 2017Q3 202331
SEI INVESTMENTS CO 31310.00%0.04%0.19%Q1 2016Q3 202331
RHUMBLINE ADVISERS 31310.00%0.05%0.12%Q1 2016Q3 202331
LPL Financial LLC 28280.00%0.04%0.11%Q4 2016Q3 202331
MANUFACTURERS LIFE INSURANCE COMPANY, THE 31310.00%0.00%0.01%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.00%0.04%0.11%Q1 2016Q3 202331
GILDER GAGNON HOWE & CO LLC 31310.02%0.79%1.53%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 30300.00%0.00%0.01%Q2 2016Q3 202330
GREAT WEST LIFE ASSURANCE CO /CAN/ 30300.00%0.05%0.16%Q2 2016Q3 202330
UBS ASSET MANAGEMENT AMERICAS INC 30300.00%0.07%0.18%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.00%0.04%0.08%Q2 2016Q3 202330
WELLINGTON MANAGEMENT GROUP LLP 29290.00%0.09%0.25%Q3 2016Q3 202330
CENTRAL TRUST Co 30300.00%0.03%0.10%Q2 2016Q3 202330
Neuberger Berman Group LLC 30300.00%0.02%0.13%Q2 2016Q3 202330
Swiss National Bank 30300.00%0.09%0.24%Q2 2016Q3 202330
STIFEL FINANCIAL CORP 30300.00%0.02%0.06%Q2 2016Q3 202330
TOCQUEVILLE ASSET MANAGEMENT L.P. 2810.00%0.09%0.21%Q4 2015Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.00%0.07%0.20%Q2 2016Q3 202330
ALLIANCEBERNSTEIN L.P. 30300.00%0.03%0.10%Q2 2016Q3 202330
RAYMOND JAMES TRUST N.A. 1910.01%0.03%0.05%Q4 2015Q3 202329
Allianz Asset Management GmbH 29290.00%0.30%0.92%Q3 2016Q3 202329
Cutter & CO Brokerage, Inc. 29290.07%0.31%0.82%Q3 2016Q3 202329
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 29290.00%0.09%0.23%Q3 2016Q3 202329
M&T BANK CORP 29290.00%0.02%0.05%Q3 2016Q3 202329
Caption Management, LLC 910.00%0.17%0.90%Q4 2017Q3 202329
PITTENGER & ANDERSON INC 29290.00%0.05%0.38%Q2 2016Q2 202329
MACQUARIE GROUP LTD 29290.00%0.03%0.20%Q3 2016Q3 202329
Gladstone Capital Management LLP 29292.24%14.96%22.48%Q3 2016Q3 202329
WESTWOOD MANAGEMENT CORP /IL/ 29290.07%0.67%1.70%Q2 2016Q2 202329
Valeo Financial Advisors, LLC 22220.00%0.02%0.04%Q1 2018Q2 202329
Aviance Capital Partners, LLC 29290.04%0.48%1.89%Q3 2016Q3 202329
Nicholas Investment Partners, LP 29290.02%0.28%0.88%Q3 2016Q3 202329
Sumitomo Mitsui DS Asset Management Company, Ltd 29290.03%0.48%2.17%Q3 2016Q3 202329
Glassman Wealth Services 29290.00%0.03%0.10%Q3 2016Q3 202329
Moloney Securities Asset Management, LLC 28280.48%1.10%2.08%Q4 2016Q3 202329
CIBC WORLD MARKET INC. 23230.01%0.02%0.04%Q1 2018Q3 202329
PRINCIPAL FINANCIAL GROUP INC 28280.00%0.04%0.14%Q4 2016Q3 202328
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.04%0.18%Q3 2016Q3 202228
Parkside Financial Bank & Trust 1620.00%0.01%0.03%Q1 2016Q3 202328
Sumitomo Mitsui Trust Holdings, Inc. 28280.00%0.44%0.98%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.06%0.19%Q4 2016Q3 202328
Zurcher Kantonalbank (Zurich Cantonalbank) 28280.00%0.06%0.17%Q4 2016Q3 202328
Robeco Institutional Asset Management B.V. 28280.01%0.32%0.74%Q4 2016Q3 202328
Laurion Capital Management LP 770.01%0.25%0.87%Q2 2018Q4 202128
STATE OF MICHIGAN RETIREMENT SYSTEM 1430.03%0.28%1.01%Q2 2016Q3 202328
Nikko Asset Management Americas, Inc. 28280.06%5.49%8.22%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.05%0.14%Q4 2016Q3 202328
Intellectus Partners, LLC 28280.08%0.39%0.67%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.06%0.13%Q4 2016Q3 202328
D.A. DAVIDSON & CO. 2260.00%0.02%0.08%Q1 2016Q3 202328
MARSHALL WACE, LLP 1210.00%0.05%0.50%Q4 2016Q3 202328
GLENMEDE TRUST CO NA 28280.00%0.00%0.01%Q4 2015Q3 202228
FRANKLIN RESOURCES INC 28280.01%0.06%0.20%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.07%0.20%Q4 2016Q3 202328
Evanson Asset Management, LLC 28280.08%0.50%2.08%Q4 2016Q3 202328
Walleye Capital LLC 510.00%0.07%0.48%Q1 2019Q3 202328
SC US (TTGP), LTD. 28280.00%4.87%29.26%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.02%0.05%Q2 2017Q3 202328
PRUDENTIAL FINANCIAL INC 2520.00%0.00%0.01%Q3 2016Q3 202327
BLUESTEIN R H & CO LLC 27270.01%0.11%1.29%Q1 2016Q3 202227
SALEM INVESTMENT COUNSELORS INC 1980.00%0.06%0.22%Q4 2016Q3 202327
BALDWIN BROTHERS LLC/MA 27270.00%0.00%0.01%Q2 2017Q4 202327
GUGGENHEIM CAPITAL LLC 2610.00%0.01%0.07%Q3 2016Q3 202327
EDMOND DE ROTHSCHILD HOLDING S.A. 14130.00%0.02%0.09%Q1 2016Q3 202327
Tower Research Capital LLC (TRC) 2210.00%0.04%0.31%Q1 2016Q3 202327
B. Riley Wealth Advisors, Inc. 27270.02%0.16%0.32%Q1 2017Q3 202327
TEACHER RETIREMENT SYSTEM OF TEXAS 1410.00%0.05%0.16%Q2 2016Q3 202327
SCOTIA CAPITAL INC. 27270.00%0.03%0.11%Q1 2017Q3 202327
Janney Montgomery Scott LLC 27270.00%0.04%0.12%Q1 2017Q3 202327
SG Americas Securities, LLC 2610.00%0.07%0.15%Q4 2016Q3 202327
J.P. Morgan Private Wealth Advisors LLC 2610.00%0.06%0.19%Q3 2016Q3 202327
Penserra Capital Management LLC 2340.00%0.03%0.17%Q1 2016Q3 202327
VICTORY CAPITAL MANAGEMENT INC 1980.01%0.05%0.11%Q4 2016Q3 202327
AQR Capital Management 27270.00%0.01%0.03%Q1 2017Q3 202327
Dai-ichi Life Insurance Company, Ltd 26260.01%0.07%0.16%Q2 2017Q3 202326
EATON VANCE MANAGEMENT 26260.00%0.05%0.16%Q2 2016Q3 202226
MML INVESTORS SERVICES, LLC 26260.00%0.04%0.10%Q2 2017Q3 202326
Ancora Advisors LLC 2420.00%0.02%0.03%Q4 2016Q3 202326
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.03%Q2 2016Q3 202326
ETF MANAGERS GROUP, LLC 2420.01%0.85%1.66%Q3 2016Q1 202326
Utah Retirement Systems 26260.02%0.11%0.23%Q2 2017Q3 202326
Asset Management One Co., Ltd. 26260.00%0.11%0.24%Q2 2017Q3 202326
Cetera Advisor Networks LLC 1940.00%0.03%0.08%Q4 2017Q3 202326
PRICE T ROWE ASSOCIATES INC /MD/ 2510.00%0.06%0.31%Q4 2016Q3 202326
TCI Wealth Advisors, Inc. 2330.00%0.01%0.01%Q4 2015Q1 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.00%0.01%0.02%Q2 2017Q3 202326
People's United Financial, Inc. 26260.00%0.04%0.13%Q4 2015Q1 202226
Capital Advisors, Ltd. LLC 1790.01%0.02%0.04%Q1 2017Q3 202326
WEDBUSH SECURITIES INC 26260.03%0.19%0.45%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.03%0.10%Q2 2017Q3 202326
HOERTKORN RICHARD CHARLES 26260.00%0.01%0.01%Q2 2017Q3 202326
NOMURA ASSET MANAGEMENT CO LTD 2510.00%0.33%1.08%Q4 2016Q3 202326
SIMPLEX TRADING, LLC 1310.00%0.04%0.39%Q2 2016Q2 202326
Sigma Planning Corp 26260.02%0.13%0.40%Q2 2017Q3 202326
AMALGAMATED BANK 26260.02%0.06%0.16%Q2 2017Q3 202326
FIFTH THIRD BANCORP 2330.00%0.01%0.02%Q4 2015Q3 202326
BNP Paribas Asset Management Holding S.A. 26260.01%0.31%0.54%Q2 2017Q3 202326
AXA S.A. 25250.00%0.05%0.19%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.01%0.03%Q4 2016Q3 202325
Bluefin Trading, LLC 11110.00%0.20%1.18%Q4 2017Q2 202025
BANQUE PICTET & CIE SA 25250.01%0.01%0.05%Q3 2017Q3 202325
State of New Jersey Common Pension Fund D 25250.00%0.08%0.18%Q3 2017Q3 202325
BESSEMER GROUP INC 2410.00%0.06%0.24%Q4 2015Q3 202325
DnB Asset Management AS 25250.01%0.05%0.10%Q4 2017Q4 202325
TRUIST FINANCIAL CORP 23230.00%0.02%0.04%Q1 2018Q3 202325
DIMENSIONAL FUND ADVISORS LP 25250.00%0.01%0.03%Q3 2017Q3 202325
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2410.00%0.10%0.34%Q4 2015Q3 202325
HUNTINGTON NATIONAL BANK 2410.00%0.00%0.00%Q2 2017Q3 202325
WESTPAC BANKING CORP 2410.00%0.15%0.39%Q4 2015Q3 202325
METROPOLITAN LIFE INSURANCE CO/NY 25250.00%0.03%0.09%Q4 2015Q4 202125
ALPS ADVISORS INC 25250.00%0.02%0.06%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.00%0.06%0.15%Q3 2017Q3 202325
Alkeon Capital Management 1230.05%0.39%1.36%Q4 2017Q3 202325
JANUS HENDERSON GROUP PLC 25250.00%0.03%0.12%Q3 2017Q3 202325
Mitsubishi UFJ Trust & Banking Corp 24240.03%0.07%0.12%Q4 2017Q3 202324
CAAS CAPITAL MANAGEMENT LP 820.01%0.32%0.95%Q1 2020Q3 202224
ZEVENBERGEN CAPITAL INVESTMENTS LLC 24240.08%1.86%4.57%Q3 2017Q2 202324
Global Retirement Partners, LLC 1610.00%0.02%0.12%Q4 2016Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
COMMERCE BANK 24240.00%0.01%0.04%Q4 2017Q3 202324
Sutton Wealth Advisors Inc. 24240.00%0.02%0.08%Q4 2017Q3 202324
IFM Investors Pty Ltd 24240.04%0.13%0.26%Q4 2017Q3 202324
Mitsubishi UFJ Asset Management Co., Ltd. 24240.02%0.09%0.21%Q4 2017Q3 202324
Cetera Advisors LLC 24240.01%0.05%0.11%Q4 2017Q3 202324
Gulf International Bank (UK) Ltd 24240.04%0.12%0.24%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.05%0.10%0.21%Q4 2017Q3 202324
FUKOKU MUTUAL LIFE INSURANCE Co 24240.00%0.03%0.08%Q4 2017Q3 202324
Dynamic Advisor Solutions LLC 1810.00%0.07%0.27%Q4 2017Q3 202324
COMERICA BANK 2310.00%0.01%0.04%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.09%0.18%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 1250.00%0.11%0.23%Q2 2017Q3 202324
Private Advisor Group, LLC 2310.01%0.06%0.17%Q3 2017Q3 202324
EARNEST PARTNERS LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Livforsakringsbolaget Skandia, Omsesidigt 24240.00%0.03%0.10%Q4 2017Q3 202324
Sterling Investment Advisors, Ltd. 2310.00%0.80%2.00%Q4 2016Q1 202324
Stratos Wealth Partners, LTD. 24240.01%0.05%0.13%Q4 2017Q3 202324
JFS WEALTH ADVISORS, LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 24240.00%0.09%0.42%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.02%0.09%0.18%Q4 2017Q3 202324
SteelPeak Wealth, LLC 16160.00%0.27%0.73%Q4 2019Q3 202324
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 24240.05%0.14%0.28%Q4 2017Q3 202324
Engineers Gate Manager LP 1030.02%0.18%0.55%Q4 2016Q3 202324
KBC Group NV 24240.01%0.05%0.21%Q4 2017Q3 202324
Biondo Investment Advisors, LLC 24240.68%2.99%6.22%Q4 2017Q3 202324
Darwin Wealth Management, LLC 24240.11%0.72%3.02%Q1 2017Q4 202224
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 24240.02%0.06%0.11%Q4 2017Q3 202324
HAMILTON LANE ADVISORS LLC 1860.10%5.75%20.31%Q4 2016Q2 202324
Advisory Services Network, LLC 24240.00%0.08%0.26%Q4 2017Q3 202324
Allworth Financial LP 24240.00%0.00%0.01%Q4 2017Q3 202324
NORDEA INVESTMENT MANAGEMENT AB 24240.00%0.03%0.08%Q4 2017Q3 202324
TORONTO DOMINION BANK 24240.00%0.01%0.03%Q4 2017Q3 202324
CWM, LLC 1680.00%0.01%0.01%Q3 2017Q3 202324
Compagnie Lombard Odier SCmA 24240.00%0.03%0.10%Q4 2017Q3 202324
NORGES BANK 24240.01%0.07%0.15%Q1 2017Q4 202224
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.04%Q4 2017Q3 202324
OPPENHEIMER & CO INC 24240.02%0.14%0.48%Q4 2017Q3 202324
FLAGSHIP HARBOR ADVISORS, LLC 23230.06%0.18%0.42%Q1 2018Q3 202323
FAIRFIELD, BUSH & CO. 23230.02%0.66%1.36%Q1 2018Q3 202323
AE Wealth Management LLC 21210.00%0.03%0.08%Q3 2018Q3 202323
Korea Investment CORP 2210.00%0.10%0.28%Q4 2017Q3 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 23230.00%0.02%0.07%Q3 2016Q1 202223
National Pension Service 23230.06%0.13%0.25%Q1 2018Q3 202323
Avestar Capital, LLC 1470.00%0.13%0.49%Q1 2018Q2 202323
BERKSHIRE CAPITAL HOLDINGS INC 23230.00%3.11%7.16%Q1 2018Q3 202323
SIGNATUREFD, LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
DekaBank Deutsche Girozentrale 1660.00%0.04%0.12%Q1 2018Q3 202323
Kingsview Wealth Management, LLC 910.00%0.03%0.15%Q4 2017Q3 202323
FIRST MANHATTAN CO. LLC. 23230.00%0.00%0.01%Q1 2018Q3 202323
STRS OHIO 2210.00%0.04%0.12%Q4 2017Q3 202323
UNITED CAPITAL FINANCIAL ADVISORS, LLC 23230.00%0.02%0.05%Q4 2017Q2 202323
DAVENPORT & Co LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.03%0.11%0.23%Q1 2018Q3 202323
Ithaka Group 23230.81%2.26%4.05%Q1 2018Q3 202323
Kovack Advisors, Inc. 23230.03%0.22%0.39%Q4 2017Q2 202323
TD ASSET MANAGEMENT INC 23230.00%0.04%0.17%Q1 2018Q3 202323
LOS ANGELES CAPITAL MANAGEMENT LLC 1580.00%0.08%0.43%Q3 2017Q3 202323
Candriam S.C.A. 23230.01%0.04%0.14%Q1 2018Q3 202323
Crewe Advisors LLC 23230.01%0.04%0.10%Q4 2017Q2 202323
Perigon Wealth Management, LLC 1610.00%0.07%0.13%Q3 2011Q3 202323
Advisors Asset Management, Inc. 23230.00%0.15%0.37%Q1 2018Q3 202323
Baird Financial Group, Inc. 23230.00%0.03%0.10%Q1 2018Q3 202323
VALLEY NATIONAL ADVISERS INC 12110.00%0.01%0.02%Q2 2017Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 23230.03%0.11%0.23%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.07%Q1 2018Q3 202323
NISA INVESTMENT ADVISORS, LLC 23230.00%0.04%0.08%Q1 2018Q3 202323
Cetera Investment Advisers 23230.01%0.08%0.15%Q1 2018Q3 202323
RPG Investment Advisory, LLC 23230.02%0.73%1.47%Q1 2018Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 23230.00%0.02%0.06%Q1 2018Q3 202323
LINCOLN NATIONAL CORP 23230.01%0.03%0.05%Q1 2018Q3 202323
Covenant Asset Management, LLC 1840.07%0.76%1.73%Q1 2018Q3 202323
abrdn plc 22220.00%0.01%0.02%Q2 2018Q3 202322
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2110.16%3.50%6.32%Q3 2017Q3 202322
Harvest Fund Management Co., Ltd 22220.00%0.06%0.25%Q4 2017Q1 202322
SHELL ASSET MANAGEMENT CO 22220.01%0.04%0.14%Q4 2017Q1 202322
CIBC Private Wealth Group, LLC 1120.00%0.00%0.01%Q3 2017Q3 202322
Verition Fund Management LLC 1010.01%0.03%0.16%Q4 2016Q3 202322
LAZARD ASSET MANAGEMENT LLC 1510.00%0.01%0.03%Q1 2017Q3 202322
Laurel Wealth Advisors, Inc. 20200.02%0.12%0.29%Q1 2018Q4 202222
Strategic Advisors LLC 22220.09%0.16%0.47%Q2 2018Q3 202322
BRYN MAWR TRUST Co 22220.01%0.03%0.07%Q2 2018Q3 202322
Bares Capital Management 22220.01%12.13%21.35%Q2 2018Q3 202322
TWO SIGMA ADVISERS, LP 1310.00%0.18%0.76%Q1 2016Q2 202322
Asset Dedication, LLC 1750.00%0.02%0.10%Q1 2018Q3 202322
GROUP ONE TRADING, L.P. 1610.00%0.07%0.33%Q4 2015Q3 202322
Prospera Financial Services Inc 1810.01%0.09%0.20%Q4 2017Q3 202322
ATWOOD & PALMER INC 1840.00%0.05%1.04%Q3 2017Q3 202322
EVERGREEN CAPITAL MANAGEMENT LLC 2110.01%0.28%0.46%Q3 2017Q1 202322
MCF Advisors LLC 1570.00%0.01%0.03%Q1 2018Q3 202322
SWS Partners 1520.03%0.49%1.54%Q4 2017Q3 202322
Sargent Bickham Lagudis LLC 2110.00%0.00%0.01%Q2 2017Q4 202222
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.72%1.57%Q1 2018Q2 202322
Motley Fool Asset Management LLC 22220.04%0.10%0.19%Q2 2018Q3 202322
Man Group plc 1930.00%0.03%0.12%Q1 2018Q3 202322
MASSMUTUAL TRUST CO FSB/ADV 2110.00%0.00%0.01%Q1 2017Q4 202322
Meiji Yasuda Asset Management Co Ltd. 22220.02%0.07%0.48%Q2 2018Q3 202322
SG3 Management, LLC 510.02%0.20%0.68%Q4 2017Q4 202122
Smithfield Trust Co 22220.00%0.00%0.01%Q2 2018Q3 202322
Achmea Investment Management B.V. 1390.03%0.09%0.18%Q4 2017Q3 202322
MGO ONE SEVEN LLC 2020.01%0.14%0.36%Q4 2017Q3 202322
Sheaff Brock Investment Advisors, LLC 1810.02%0.07%0.20%Q2 2016Q2 202321
Tower View Wealth Management LLC 21210.51%0.95%1.61%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Sonora Investment Management, LLC 11100.00%0.00%0.01%Q1 2016Q3 202121
Laird Norton Wetherby Wealth Management, LLC 19190.01%0.06%0.16%Q1 2019Q3 202321
Andra AP-fonden 1240.01%0.12%0.33%Q4 2017Q2 202321
STEPHENS INC /AR/ 21210.01%0.04%0.08%Q3 2018Q3 202321
Bogart Wealth, LLC 1650.00%0.00%0.01%Q2 2018Q3 202321
Stephens Investment Management Group LLC 21210.00%0.40%0.94%Q1 2017Q1 202221
OPTIMUM INVESTMENT ADVISORS 1460.00%0.02%0.07%Q3 2018Q4 202321
Tekne Capital Management, LLC 1522.28%8.97%16.68%Q4 2016Q3 202321
AVIVA PLC 21210.04%0.08%0.14%Q3 2018Q3 202321
MACKENZIE FINANCIAL CORP 1650.00%0.01%0.02%Q4 2017Q3 202321
Coatue Management 1830.08%2.93%5.86%Q1 2016Q3 202321
PANAGORA ASSET MANAGEMENT INC 21210.00%0.01%0.08%Q3 2018Q3 202321
CENTAURUS FINANCIAL, INC. 1550.01%0.04%0.14%Q2 2018Q2 202321
Mirae Asset Global Investments Co., Ltd. 21210.05%0.21%0.50%Q3 2018Q3 202321
Allen Investment Management, LLC 1920.01%0.10%0.23%Q2 2018Q3 202321
FIRST MERCANTILE TRUST CO 21210.02%0.12%0.35%Q3 2016Q3 202121
Bray Capital Advisors 21210.10%0.20%0.36%Q1 2018Q1 202321
HighPoint Advisor Group LLC 2010.10%0.32%0.53%Q4 2016Q2 202221
Nippon Life Global Investors Americas, Inc. 21210.15%0.38%0.59%Q3 2018Q3 202321
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 21210.00%0.02%0.11%Q2 2018Q2 202321
QUADRANT CAPITAL GROUP LLC 21210.00%0.02%0.05%Q3 2018Q3 202321
Carroll Financial Associates, Inc. 21210.00%0.00%0.03%Q4 2016Q4 202121
Hudock, Inc. 21210.03%0.08%0.13%Q3 2017Q3 202221
PRUDENTIAL PLC 1560.00%0.03%0.10%Q2 2018Q3 202321
StoneX Group Inc. 21210.22%0.66%4.41%Q4 2017Q4 202221
HOEY INVESTMENTS, INC 1210.00%0.17%1.79%Q4 2019Q3 202321
Skandinaviska Enskilda Banken AB (publ) 21210.02%0.06%0.12%Q3 2018Q3 202321
KEYBANK NATIONAL ASSOCIATION/OH 21210.00%0.04%0.14%Q1 2018Q1 202321
McGuire Investment Group, LLC 21210.07%0.17%0.35%Q3 2018Q3 202321
Capital Impact Advisors, LLC 1740.29%0.96%1.90%Q3 2017Q4 202221
PEAK6 Group LLC 880.00%0.07%0.49%Q3 2016Q2 201821
Atria Investments, Inc 1370.01%0.04%0.14%Q2 2018Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.79%3.19%Q1 2017Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.16%0.58%1.00%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.58%1.81%3.33%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.05%0.08%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.05%0.11%Q4 2017Q4 202220
Impax Asset Management Group plc 20200.00%0.01%0.04%Q4 2018Q3 202320
ExodusPoint Capital Management, LP 18180.00%0.07%0.20%Q2 2019Q3 202320
Private Portfolio Partners LLC 20200.07%0.22%0.50%Q4 2018Q3 202320
Cresset Asset Management, LLC 1430.00%0.17%0.69%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Garner Asset Management Corp 20200.12%0.29%0.55%Q1 2018Q4 202220
TOTH FINANCIAL ADVISORY CORP 1210.00%0.01%0.13%Q4 2017Q3 202320
ROYAL LONDON ASSET MANAGEMENT LTD 20200.03%0.08%0.15%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.05%0.13%Q4 2018Q3 202320
Prime Capital Investment Advisors, LLC 1450.01%0.21%1.51%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.04%0.10%Q4 2018Q3 202320
Railway Pension Investments Ltd 20200.11%0.28%0.52%Q4 2018Q3 202320
Regal Wealth Group, Inc. 20200.00%0.01%0.02%Q2 2016Q1 202120
Pflug Koory, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 1810.00%0.02%0.18%Q4 2018Q3 202320
CIGNA INVESTMENTS INC /NEW 1420.02%0.05%0.08%Q2 2018Q3 202320
APG Asset Management N.V. 20200.00%0.03%0.08%Q4 2018Q3 202320
Jasper Ridge Partners, L.P. 1910.01%0.04%0.10%Q3 2016Q3 202320
Dragoneer Investment Group 933.30%6.80%12.49%Q4 2015Q3 202320
Tidal Investments LLC 20200.34%1.31%2.92%Q4 2018Q3 202320
DRW Securities, LLC 510.00%0.12%0.63%Q2 2020Q1 202320
Larson Financial Group LLC 20200.00%0.02%0.08%Q4 2018Q3 202320
Simplicity Solutions, LLC 20200.01%0.06%0.24%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.22%0.46%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.03%0.13%Q3 2017Q2 202220
Carnegie Capital Asset Management, LLC 1820.13%0.31%0.69%Q1 2018Q1 202320
Blume Capital Management, Inc. 20200.00%0.00%0.01%Q4 2018Q3 202320
NATIXIS ADVISORS, L.P. 20200.01%0.05%0.21%Q4 2018Q3 202320
Mizuho Securities Co. Ltd. 20200.02%2.09%6.82%Q4 2018Q3 202320
JNBA Financial Advisors 20200.00%0.00%0.00%Q4 2018Q3 202320
ENTERPRISE FINANCIAL SERVICES CORP 20200.00%0.03%0.10%Q1 2017Q4 202120
FORTE CAPITAL LLC /ADV 20200.06%1.57%2.99%Q4 2018Q3 202320
Point72 Asset Management, L.P. 510.00%0.10%0.38%Q2 2016Q3 202319
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
NewEdge Advisors, LLC 810.00%0.03%0.09%Q2 2017Q3 202319
Sandy Spring Bank 19190.00%0.00%0.02%Q1 2019Q3 202319
Anchor Investment Management, LLC 19190.00%0.02%0.07%Q2 2019Q4 202319
CANADA PENSION PLAN INVESTMENT BOARD 19190.00%0.04%0.12%Q1 2019Q3 202319
FRED ALGER MANAGEMENT, LLC 19190.00%0.22%0.88%Q2 2018Q4 202219
BENJAMIN EDWARDS INC 19190.01%0.05%0.11%Q1 2019Q3 202319
BRIGHTON JONES LLC 750.01%0.04%0.09%Q1 2018Q3 202319
ACADIAN ASSET MANAGEMENT LLC 1630.00%0.00%0.01%Q2 2017Q3 202319
NORTHEAST INVESTMENT MANAGEMENT 1450.02%0.05%0.09%Q3 2017Q2 202219
Almanack Investment Partners, LLC. 1810.03%0.14%0.34%Q2 2017Q1 202219
GLYNN CAPITAL MANAGEMENT LLC 19190.94%3.78%5.33%Q1 2019Q3 202319
SCHRODER INVESTMENT MANAGEMENT GROUP 1540.00%0.02%0.04%Q4 2018Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.03%0.13%Q1 2019Q3 202319
Hitchwood Capital Management LP 19190.20%1.61%3.81%Q2 2017Q4 202119
Meiji Yasuda Life Insurance Co 19190.01%0.03%0.08%Q4 2018Q2 202319
North Star Investment Management Corp. 1510.00%0.00%0.01%Q4 2016Q3 202319
Schonfeld Strategic Advisors LLC 610.00%0.17%0.77%Q2 2016Q3 202319
Institute for Wealth Management, LLC. 19190.17%0.41%0.77%Q1 2019Q3 202319
HoyleCohen, LLC 19190.03%0.11%0.22%Q1 2019Q3 202319
AMERICAN INTERNATIONAL GROUP, INC. 1020.00%0.00%0.00%Q4 2015Q3 202319
Realta Investment Advisors 19190.10%0.55%1.76%Q1 2019Q3 202319
GRIMES & COMPANY, INC. 1720.01%0.04%0.08%Q1 2018Q2 202319
Renaissance Technologies 1110.00%0.11%0.33%Q4 2016Q2 202319
Western Wealth Management, LLC 1180.02%0.17%0.48%Q4 2018Q3 202319
First Horizon Advisors, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
Sunbelt Securities, Inc. 19190.02%0.12%0.24%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
Fisher Asset Management, LLC 19190.00%0.18%0.48%Q1 2019Q3 202319
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19190.00%0.07%0.19%Q1 2019Q3 202319
Truvestments Capital LLC 1510.01%0.20%0.50%Q3 2018Q3 202319
Gradient Investments LLC 1810.00%0.05%0.17%Q4 2018Q3 202319
Sargent Investment Group, LLC 19190.07%2.05%3.90%Q4 2018Q2 202319
EFG Asset Management (Americas) Corp. 19190.14%0.83%1.64%Q3 2017Q1 202219
Private Capital Group, LLC 19190.01%0.05%0.13%Q4 2017Q2 202219
Royal Fund Management, LLC 820.00%0.16%0.43%Q2 2018Q3 202319
Atlas Principals, LLC 990.34%4.01%10.23%Q4 2019Q4 202119
Crossmark Global Holdings, Inc. 940.01%0.02%0.06%Q1 2018Q3 202319
Endurance Wealth Management, Inc. 910.00%0.01%0.02%Q2 2016Q4 202219
Family Management Corp 19190.19%1.31%2.79%Q1 2018Q3 202219
Zions Bancorporation, N.A. 19190.00%0.01%0.04%Q1 2019Q3 202319
Kistler-Tiffany Companies, LLC 19190.01%0.10%0.21%Q4 2018Q2 202319
American Assets Investment Management, LLC 19190.02%0.22%0.71%Q1 2019Q3 202319
LORD, ABBETT & CO. LLC 1310.01%0.19%0.60%Q4 2015Q1 202319
1832 Asset Management L.P. 910.00%0.23%0.39%Q4 2016Q1 202319
Slow Capital, Inc. 1630.11%0.33%0.57%Q4 2018Q3 202319
LEVEL FOUR ADVISORY SERVICES, LLC 1510.02%0.06%0.11%Q1 2017Q1 202218
BOSTON FAMILY OFFICE LLC 18180.02%0.08%0.14%Q2 2018Q3 202218
Manchester Capital Management LLC 710.00%0.00%0.02%Q3 2017Q3 202318
ROMAN BUTLER FULLERTON & CO 1530.11%0.31%0.51%Q4 2018Q2 202318
Sompo Asset Management Co., Ltd. 18180.08%0.21%0.34%Q2 2019Q3 202318
NN Investment Partners Holdings N.V. 18180.01%0.09%0.33%Q4 2017Q1 202218
CLEAR STREET MARKETS LLC 510.00%0.13%0.33%Q4 2020Q3 202318
Cornerstone Wealth Management, LLC 1710.02%0.06%0.10%Q2 2018Q1 202318
Nuveen Asset Management, LLC 18180.02%0.07%0.20%Q2 2019Q3 202318
Aspire Private Capital, LLC 1350.00%0.00%0.02%Q4 2018Q3 202318
Addison Capital Co 18180.17%0.38%0.68%Q2 2019Q3 202318
Atreides Management, LP 871.01%3.46%7.62%Q4 2019Q3 202318
Ausdal Financial Partners, Inc. 1530.03%0.23%0.70%Q3 2018Q1 202318
CNB Bank 18180.02%0.15%0.40%Q2 2019Q3 202318
Van Hulzen Asset Management, LLC 18180.03%0.08%0.30%Q4 2018Q1 202318
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1620.08%0.26%0.77%Q4 2017Q3 202218
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
BROWN BROTHERS HARRIMAN & CO 18180.00%0.03%0.10%Q2 2019Q3 202318
Aldebaran Financial Inc. 18180.24%0.79%1.17%Q4 2017Q1 202218
WHITENER CAPITAL MANAGEMENT, INC. 1620.01%0.31%0.69%Q4 2017Q2 202218
SCHNIEDERS CAPITAL MANAGEMENT LLC 1620.06%0.16%0.28%Q2 2018Q4 202218
Clearstead Trust, LLC 1080.01%0.02%0.03%Q2 2018Q3 202318
Tradewinds Capital Management, LLC 1410.00%0.00%0.01%Q2 2017Q3 202318
PALISADE CAPITAL MANAGEMENT, LP 1710.02%0.15%0.30%Q4 2016Q3 202318
NEXT Financial Group, Inc 1620.01%0.10%0.26%Q2 2017Q4 202118
JENNISON ASSOCIATES LLC 1010.00%0.74%2.11%Q4 2017Q1 202318
UMB Bank, n.a. 1440.00%0.03%0.23%Q1 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 1620.02%0.08%0.21%Q4 2017Q2 202218
Homrich & Berg 17170.02%0.03%0.05%Q3 2017Q3 202117
BROWN ADVISORY INC 1510.00%0.27%0.52%Q1 2019Q3 202317
NATIXIS 920.00%0.07%0.32%Q2 2016Q3 202317
Krilogy Financial LLC 1010.00%0.01%0.04%Q4 2015Q4 202117
Richard P Slaughter Associates Inc 17170.29%0.58%0.94%Q4 2019Q4 202317
AMERICAN NATIONAL BANK 17170.01%0.03%0.07%Q3 2019Q3 202317
Hilltop Holdings Inc. 1220.03%0.08%0.16%Q2 2018Q2 202317
SEEYOND 17170.01%0.04%0.08%Q4 2018Q4 202217
LYELL WEALTH MANAGEMENT, LP 17170.04%0.34%1.33%Q1 2019Q1 202317
Avitas Wealth Management LLC 1410.16%0.47%1.10%Q1 2019Q3 202317
Jacobi Capital Management LLC 17170.01%0.02%0.05%Q4 2017Q4 202117
World Asset Management Inc 17170.01%0.06%0.14%Q3 2017Q3 202117
CI INVESTMENTS INC. 1310.00%0.03%0.21%Q4 2015Q3 202317
AGF INVESTMENTS INC. 740.00%0.18%0.67%Q2 2017Q4 202117
Banco Santander, S.A. 17170.00%0.06%0.37%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.26%0.53%Q4 2018Q3 202317
ALLSTATE CORP 17170.02%0.06%0.13%Q4 2018Q4 202217
NVWM, LLC 17170.00%0.42%0.86%Q4 2017Q4 202117
IHT Wealth Management, LLC 1320.01%0.04%0.14%Q4 2017Q3 202317
Arkadios Wealth Advisors 16160.06%0.26%0.69%Q4 2019Q3 202317
WEBSTER BANK, N. A. 1160.00%0.01%0.06%Q3 2018Q3 202317
PECONIC PARTNERS LLC 1160.01%0.06%0.15%Q2 2016Q3 202017
BANK OF NOVA SCOTIA 710.00%0.04%0.17%Q1 2017Q3 202317
BOKF, NA 910.00%0.01%0.06%Q3 2017Q3 202317
Red Spruce Capital, LLC 17170.36%0.70%1.17%Q4 2019Q4 202317
BDO Wealth Advisors, LLC 1410.00%0.16%1.60%Q2 2018Q2 202317
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.06%0.13%Q4 2019Q4 202317
Lone Pine Capital 910.01%1.99%4.49%Q1 2018Q3 202317
Integrated Wealth Concepts LLC 1430.01%0.03%0.07%Q2 2019Q3 202317
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.29%0.63%Q4 2019Q3 202317
THRIVENT FINANCIAL FOR LUTHERANS 1610.00%0.31%0.57%Q2 2019Q3 202317
Laurel Wealth Advisors LLC 1610.00%0.00%0.01%Q4 2018Q3 202317
Redpoint Investment Management Pty Ltd 17170.01%0.11%0.23%Q3 2018Q3 202217
Catalyst Capital Advisors LLC 920.00%0.04%0.15%Q4 2015Q3 202217
FEDERATED HERMES, INC. 1430.00%0.03%0.05%Q1 2018Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.04%0.10%Q4 2015Q4 201917
Oakworth Capital, Inc. 980.00%0.00%0.01%Q1 2019Q3 202317
AFT, FORSYTH & COMPANY, INC. 17170.20%0.53%1.06%Q2 2018Q2 202217
MAPLELANE CAPITAL, LLC 510.00%0.66%2.14%Q1 2018Q3 202217
IBM Retirement Fund 17170.05%0.12%0.21%Q1 2018Q1 202217
SEVEN EIGHT CAPITAL, LP 410.01%0.32%0.72%Q3 2016Q3 202317
Snowden Capital Advisors LLC 980.02%0.20%0.53%Q2 2019Q3 202317
DUNCKER STREETT & CO INC 1520.00%0.00%0.01%Q1 2019Q2 202317
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.07%0.24%0.36%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.03%0.08%0.14%Q4 2019Q3 202316
QS Investors, LLC 16160.00%0.00%0.01%Q3 2017Q2 202116
Banque Cantonale Vaudoise 16160.02%0.07%0.16%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.01%0.06%0.13%Q4 2019Q3 202316
PDT Partners, LLC 1240.04%0.53%1.15%Q1 2017Q4 202116
Regal Investment Advisors LLC 1010.03%0.12%0.29%Q1 2019Q3 202316
Traynor Capital Management, Inc. 970.04%0.18%0.48%Q4 2017Q1 202216
D'Orazio & Associates, Inc. 16160.01%0.02%0.04%Q4 2017Q3 202116
ARROW FINANCIAL CORP 970.00%0.01%0.03%Q4 2018Q1 202316
FRONTIER CAPITAL MANAGEMENT CO LLC 16160.27%1.15%2.49%Q4 2019Q3 202316
HALL LAURIE J TRUSTEE 920.00%0.02%0.04%Q4 2018Q2 202316
Financial Management Professionals, Inc. 880.00%0.00%0.01%Q3 2017Q3 202316
KPCB DGF Associates, LLC 161627.62%59.52%92.84%Q4 2015Q3 201916
Clearstead Advisors, LLC 1510.01%0.05%0.11%Q2 2019Q3 202316
Mn Services Vermogensbeheer B.V. 730.04%0.17%0.48%Q4 2017Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.04%0.14%Q4 2019Q3 202316
TRUST CO OF VERMONT 1210.00%0.00%0.00%Q3 2018Q3 202316
HOLLENCREST CAPITAL MANAGEMENT 640.00%0.05%0.12%Q1 2018Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.05%0.12%Q4 2019Q3 202316
Bedell Frazier Investment Counselling, LLC 16160.54%1.37%2.14%Q2 2019Q1 202316
Whale Rock Capital Management 610.82%2.73%6.14%Q3 2017Q4 202216
CALTON & ASSOCIATES, INC. 810.00%0.08%0.14%Q4 2017Q1 202216
Ardevora Asset Management LLP 920.04%0.75%1.26%Q1 2019Q3 202316
Alta Park Capital, LP 711.02%2.78%6.26%Q2 2016Q2 202316
MUFG Americas Holdings Corp 1510.00%0.00%0.00%Q2 2016Q3 202216
KG&L Capital Management,LLC 820.12%0.32%0.74%Q1 2019Q2 202316
Wealthspire Advisors, L.P. 16160.00%0.02%0.05%Q3 2016Q2 202016
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
GSA CAPITAL PARTNERS LLP 310.01%0.09%0.31%Q3 2016Q3 202316
SEGALL BRYANT & HAMILL, LLC 880.00%0.01%0.02%Q1 2018Q1 202216
INTEGRAL DERIVATIVES, LLC 770.00%0.01%0.03%Q3 2016Q1 201816
IEQ CAPITAL, LLC 16160.03%0.13%0.27%Q4 2019Q3 202316
McIlrath & Eck, LLC 1330.00%0.00%0.01%Q4 2018Q3 202316
Vident Investment Advisory, LLC 1420.01%0.06%0.10%Q2 2018Q2 202316
Rheos Capital Works Inc. 16160.09%0.26%0.94%Q4 2019Q3 202316
Avior Wealth Management, LLC 1410.00%0.02%0.03%Q4 2018Q3 202316
CFM WEALTH PARTNERS LLC 16160.10%0.59%1.18%Q4 2019Q3 202316
Emerson Point Capital LP 16160.19%1.47%5.42%Q4 2018Q3 202216
Equitable Holdings, Inc. 16160.02%0.07%0.13%Q4 2019Q3 202316
BARINGS LLC 810.01%0.01%0.03%Q2 2016Q1 202216
Capital Analysts, LLC 1420.00%0.00%0.01%Q3 2018Q3 202316
AMP Capital Investors Ltd 16160.01%0.08%0.16%Q4 2017Q3 202116
Orion Portfolio Solutions, LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
Arete Wealth Advisors, LLC 620.05%0.07%0.11%Q2 2018Q3 202316
Perennial Investment Advisors, LLC 15150.01%0.36%0.69%Q4 2019Q2 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
Alpha Cubed Investments, LLC 1420.02%0.04%0.08%Q2 2018Q2 202216
Private Ocean, LLC 1420.00%0.01%0.04%Q1 2019Q2 202316
HMI Capital Management, L.P. 16163.13%8.11%12.55%Q4 2019Q3 202316
Delta Accumulation, LLC 880.02%0.47%3.32%Q4 2021Q3 202316
GOFEN & GLOSSBERG LLC /IL/ 1150.01%0.01%0.03%Q3 2018Q4 202216
TELEMUS CAPITAL, LLC 810.02%0.05%0.10%Q4 2017Q1 202216
Procyon Advisors, LLC 16160.01%0.12%0.27%Q4 2019Q3 202316
HENNESSY ADVISORS INC 1150.01%0.10%0.20%Q3 2017Q4 202116
ISLAY CAPITAL MANAGEMENT, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
FIL Ltd 810.00%0.12%0.61%Q2 2018Q4 202216
FINANCIAL COUNSELORS INC 1330.00%0.04%0.11%Q1 2019Q2 202316
Optas, LLC 16160.84%2.58%4.35%Q4 2019Q3 202316
ELEMENT POINTE ADVISORS, LLC 1510.06%0.35%0.82%Q3 2019Q3 202316
SYNOVUS FINANCIAL CORP 16160.00%0.01%0.01%Q1 2019Q4 202216
Bienville Capital Management, LLC 1510.10%0.70%2.14%Q4 2018Q3 202316
FDx Advisors, Inc. 1420.01%0.06%0.10%Q2 2018Q3 202316
SMITH, MOORE & CO. 910.03%0.09%0.18%Q3 2018Q2 202316
Echo Street Capital Management LLC 15150.08%0.83%1.43%Q1 2020Q3 202315
Marathon Trading Investment Management LLC 710.02%0.05%0.16%Q3 2017Q3 202315
BI Asset Management Fondsmaeglerselskab A/S 1410.01%0.06%0.12%Q4 2018Q3 202315
MEEDER ASSET MANAGEMENT INC 15150.00%0.01%0.09%Q2 2019Q4 202215
ALLEN OPERATIONS LLC 15152.55%4.60%7.70%Q4 2015Q2 201915
HHM Wealth Advisors, LLC 15150.01%0.04%0.09%Q1 2020Q3 202315
Oak Grove Capital LLC 10100.00%0.27%1.37%Q3 2019Q4 202115
Column Capital Advisors, LLC 15150.04%0.12%0.24%Q1 2020Q3 202315
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 15150.08%3.17%6.34%Q1 2020Q3 202315
Grandview Asset Management LLC 640.13%0.68%1.87%Q4 2018Q1 202315
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13130.00%0.04%0.08%Q2 2020Q2 202315
Empowered Funds, LLC 630.02%0.27%0.60%Q4 2017Q3 202315
Qube Research & Technologies Ltd 710.00%0.15%0.38%Q3 2018Q3 202315
Integrated Advisors Network LLC 1110.00%0.06%0.19%Q4 2019Q3 202315
TCW GROUP INC 1320.06%0.20%0.46%Q4 2017Q1 202215
Trexquant Investment LP 510.06%0.52%1.27%Q3 2016Q3 202315
ASSETMARK, INC 910.00%0.00%0.00%Q4 2018Q2 202315
Monterey Private Wealth, Inc. 15150.13%0.30%0.57%Q4 2019Q2 202315
Sands Capital Management 15151.00%3.14%4.76%Q1 2020Q3 202315
Nan Shan Life Insurance Co., Ltd. 15150.52%2.40%5.05%Q3 2018Q1 202215
BerganKDV Wealth Management, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
Old Well Partners, LLC 15151.19%2.20%2.98%Q1 2020Q3 202315
Graticule Asia Macro Advisors LLC 610.04%1.14%6.24%Q1 2017Q2 202115
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.03%0.13%Q4 2017Q1 202215
KINGS POINT CAPITAL MANAGEMENT 1410.00%0.02%0.03%Q3 2017Q1 202215
Foster Victor Wealth Advisors, LLC 12120.01%0.12%0.26%Q4 2018Q3 202115
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.16%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.02%0.05%Q2 2016Q4 201915
TSFG, LLC 1320.00%0.02%0.10%Q1 2019Q3 202315
Strategic Blueprint, LLC 1310.00%0.16%0.60%Q3 2019Q2 202315
COLUMBUS CIRCLE INVESTORS 1140.20%0.63%1.37%Q3 2016Q4 202015
Bayesian Capital Management, LP 510.11%0.35%1.23%Q3 2016Q3 202315
Aperio Group, LLC 15150.00%0.02%0.08%Q2 2017Q4 202015
Moisand Fitzgerald Tamayo, LLC 960.00%0.00%0.00%Q4 2019Q3 202315
Brinker Capital Investments, LLC 810.00%0.02%0.08%Q3 2018Q4 202215
Cribstone Capital Management, LLC 1110.00%0.00%0.01%Q4 2018Q4 202215
Gleason Group, Inc. 15150.00%0.02%0.04%Q4 2019Q2 202315
WASATCH ADVISORS LP 15150.06%0.11%0.16%Q1 2020Q3 202315
GREAT LAKES ADVISORS, LLC 1140.00%0.12%0.58%Q2 2017Q3 202115
WADDELL & REED FINANCIAL INC 15150.15%0.29%0.49%Q2 2017Q4 202015
Tortoise Index Solutions, LLC 15150.05%0.10%0.15%Q1 2019Q3 202215
GARDNER LEWIS ASSET MANAGEMENT L P 1320.05%0.52%1.14%Q1 2017Q4 202015
Alberta Investment Management Corp 930.04%0.12%0.20%Q4 2015Q3 202315
Archer Investment Corp 15150.00%0.01%0.02%Q1 2020Q3 202315
PICTET ASSET MANAGEMENT LTD 15150.01%0.03%0.09%Q4 2017Q2 202115
FORSTA AP-FONDEN 15150.05%0.14%0.23%Q1 2020Q3 202315
Arizona State Retirement System 15150.06%0.13%0.22%Q1 2020Q3 202315
PineBridge Investments, L.P. 15150.00%0.02%0.06%Q3 2019Q1 202315
Disciplined Investments, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
Riggs Asset Managment Co. Inc. 15150.00%0.41%0.95%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.02%0.16%0.37%Q1 2020Q3 202315
F3Logic, LLC 15150.07%0.20%0.40%Q4 2018Q2 202215
Diversified Trust Co 15150.02%0.19%0.34%Q2 2020Q4 202315
PITCAIRN CO 15150.04%0.16%0.24%Q1 2020Q3 202315
Investment Research & Advisory Group, Inc. 15150.00%0.03%0.07%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.07%0.16%Q1 2020Q3 202315
Tiger Eye Capital LLC 720.04%0.18%0.66%Q3 2017Q4 202115
RFG Advisory, LLC 1320.01%0.04%0.07%Q2 2019Q2 202315
PrairieView Partners, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Atika Capital Management LLC 610.29%1.16%1.98%Q1 2018Q1 202315
Spark Investment Management LLC 1310.02%2.46%6.22%Q4 2015Q3 202315
Crossvault Capital Management LLC 15150.21%2.40%4.52%Q4 2018Q2 202215
Cerity Partners LLC 1410.00%0.01%0.03%Q1 2019Q3 202315
NINE MASTS CAPITAL Ltd 770.01%0.24%1.12%Q2 2018Q4 201915
Mariner, LLC 1110.00%0.01%0.03%Q3 2018Q3 202314
Hyperion Asset Management Ltd 14144.35%8.29%12.98%Q2 2020Q3 202314
TOKIO MARINE ASSET MANAGEMENT CO LTD 14140.03%0.07%0.18%Q2 2020Q3 202314
Redwood Investments, LLC 860.02%0.10%0.23%Q1 2018Q3 202114
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.03%0.17%0.30%Q1 2020Q2 202314
Longitude (Cayman) Ltd. 12120.35%1.66%3.15%Q4 2020Q3 202314
Charles Schwab Trust Co 14140.03%0.13%0.21%Q3 2019Q4 202214
Virtu Financial LLC 410.02%0.29%1.03%Q3 2017Q3 202314
USS Investment Management Ltd 14140.04%0.10%0.20%Q2 2020Q3 202314
Rathbones Group PLC 14140.01%0.01%0.03%Q2 2020Q3 202314
HBC Financial Services, PLLC 14140.01%0.02%0.07%Q2 2020Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.04%0.16%0.36%Q2 2020Q3 202314
Proficio Capital Partners LLC 1010.00%0.01%0.04%Q1 2016Q3 202114
Point72 Hong Kong Ltd 410.00%0.23%1.69%Q3 2016Q3 202214
RB Capital Management, LLC 1310.09%0.26%0.43%Q4 2019Q2 202314
Independent Advisor Alliance 1010.02%0.08%0.19%Q3 2018Q3 202314
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14140.16%1.47%3.56%Q2 2020Q3 202314
TIAA CREF INVESTMENT MANAGEMENT LLC 14140.00%0.02%0.07%Q4 2015Q1 201914
1623 Capital LLC 14141.57%3.52%5.68%Q4 2019Q1 202314
Profit Investment Management, LLC 14140.27%0.43%0.64%Q2 2020Q3 202314
Acropolis Investment Management, LLC 14140.01%0.03%0.05%Q1 2020Q2 202314
Financial Advocates Investment Management 14140.03%0.05%0.11%Q2 2020Q3 202314
CENTRAL BANK & TRUST CO 14140.00%0.24%1.13%Q1 2020Q2 202314
Principal Street Partners, LLC 14140.09%0.23%0.42%Q1 2019Q2 202214
Capital International Investors 1130.01%0.06%0.12%Q3 2018Q1 202314
BAMCO INC /NY/ 14140.00%0.06%0.10%Q2 2020Q3 202314
SpiderRock Advisors, LLC 1120.00%0.06%0.26%Q2 2017Q3 202314
Karp Capital Management Corp 720.04%0.26%0.73%Q3 2017Q3 202114
Gemmer Asset Management LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
Willow Creek Wealth Management Inc. 14140.05%0.14%0.18%Q4 2018Q1 202214
XPONANCE, INC. 14140.01%0.10%0.20%Q2 2020Q3 202314
Holocene Advisors, LP 710.04%0.44%1.03%Q2 2018Q2 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13130.00%0.02%0.10%Q3 2020Q3 202314
Weiss Multi-Strategy Advisers LLC 510.03%0.23%0.96%Q1 2017Q3 202314
TEACHERS ADVISORS, LLC 14140.00%0.02%0.08%Q4 2015Q1 201914
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
WP Advisors, LLC 14140.10%0.43%1.34%Q2 2020Q3 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 420.00%0.03%0.13%Q1 2018Q3 202214
PINNACLE ASSOCIATES LTD 910.00%0.02%0.07%Q2 2019Q4 202214
McCollum Christoferson Group LLC 14141.16%2.52%4.07%Q3 2019Q4 202214
PARK AVENUE SECURITIES LLC 14140.00%0.03%0.06%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.02%0.05%Q4 2017Q1 202114
Bedel Financial Consulting, Inc. 1220.00%0.01%0.03%Q1 2018Q1 202214
Versant Capital Management, Inc 810.00%0.00%0.00%Q3 2018Q4 202314
GFG Capital, LLC 14140.27%0.47%0.70%Q2 2020Q3 202314
Dynamic Technology Lab Private Ltd 610.06%0.19%0.57%Q4 2016Q3 202314
L & S Advisors Inc 14140.07%0.26%0.42%Q4 2018Q1 202214
HOWE & RUSLING INC 710.00%0.00%0.01%Q3 2017Q3 202214
Frontier Wealth Management LLC 14140.03%0.08%0.12%Q3 2018Q4 202114
AJ WEALTH STRATEGIES, LLC 14140.02%0.10%0.22%Q1 2020Q2 202314
Arlington Financial Advisors, LLC 860.12%0.37%1.02%Q4 2017Q4 202114
Handelsbanken Fonder AB 14140.03%0.07%0.12%Q2 2020Q3 202314
Ellevest, Inc. 14140.01%0.03%0.05%Q4 2019Q1 202314
First Allied Advisory Services, Inc. 13130.00%0.04%0.08%Q3 2017Q3 202014
J. Goldman & Co LP 310.01%0.15%0.73%Q1 2016Q2 202314
Tredje AP-fonden 520.02%0.08%0.20%Q4 2017Q2 202213
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.07%0.40%Q3 2020Q3 202313
AlphaCrest Capital Management LLC 810.02%0.12%0.39%Q4 2018Q3 202213
FRANKLIN STREET ADVISORS INC /NC 940.02%0.67%1.22%Q4 2017Q3 202113
JUNCTURE WEALTH STRATEGIES, LLC 13130.16%0.46%0.83%Q1 2019Q1 202213
CMT Capital Markets Trading GmbH 510.00%0.02%0.08%Q4 2018Q3 202313
Key FInancial Inc 1210.00%0.01%0.03%Q1 2020Q3 202313
Good Life Advisors, LLC 410.03%0.06%0.11%Q3 2018Q3 202313
Meridian Wealth Management, LLC 760.07%0.36%1.59%Q3 2018Q4 202113
GATEWAY INVESTMENT ADVISERS LLC 13130.01%0.04%0.10%Q3 2020Q3 202313
CITIZENS FINANCIAL GROUP INC/RI 850.00%0.03%0.10%Q2 2019Q2 202313
MACKAY SHIELDS LLC 760.00%0.02%0.05%Q1 2018Q3 202113
Baystate Wealth Management LLC 910.00%0.00%0.00%Q4 2019Q3 202313
ASSET MANAGEMENT CORP /IL/ /ADV 1010.14%0.78%4.19%Q4 2019Q3 202213
CERTUITY, LLC 720.02%0.18%0.40%Q4 2019Q3 202313
NumerixS Investment Technologies Inc 810.02%0.34%1.42%Q3 2016Q2 202013
PFM Health Sciences, LP 1010.24%0.70%1.36%Q1 2017Q3 202013
C M BIDWELL & ASSOCIATES LTD 13130.00%0.03%0.13%Q3 2020Q3 202313
Varma Mutual Pension Insurance Co 720.02%0.44%1.44%Q4 2017Q1 202213
ACCURATE INVESTMENT SOLUTIONS, INC. 13130.00%0.01%0.01%Q1 2017Q1 202013
Newbridge Financial Services Group, Inc. 13130.22%0.85%1.48%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.12%0.22%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.12%0.22%Q3 2020Q3 202313
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.02%0.08%Q3 2020Q3 202313
M&R CAPITAL MANAGEMENT INC 1210.00%0.11%0.25%Q4 2019Q1 202313
Capital Advisory Group Advisory Services, LLC 610.00%0.18%0.36%Q3 2018Q1 202213
PERSONAL CFO SOLUTIONS, LLC 13130.05%0.14%0.33%Q2 2020Q2 202313
Freestone Capital Holdings, LLC 13130.01%0.02%0.05%Q3 2020Q3 202313
Belpointe Asset Management LLC 13130.02%0.10%0.18%Q1 2020Q1 202313
SANDERS MORRIS HARRIS LLC 1120.05%0.15%0.28%Q2 2020Q3 202313
SQN Investors LP 13133.25%5.62%7.29%Q3 2020Q3 202313
LOOMIS SAYLES & CO L P 1210.00%0.48%1.16%Q1 2016Q3 202313
Graham Capital Management, L.P. 1010.01%0.28%0.88%Q1 2020Q3 202313
Van Leeuwen & Company, LLC 1010.20%0.35%0.68%Q3 2018Q1 202213
BOOTHBAY FUND MANAGEMENT, LLC 510.00%0.06%0.14%Q4 2016Q3 202313
Ethic Inc. 13130.04%0.14%0.25%Q3 2020Q3 202313
Brookstone Capital Management 13130.01%0.02%0.06%Q2 2020Q2 202313
Marshall Wace North America L.P. 520.00%0.13%0.57%Q4 2017Q3 202113
Next Capital Management LLC 13130.18%0.36%0.66%Q4 2018Q4 202113
Canal Capital Management, LLC 13130.04%0.34%0.77%Q2 2020Q2 202313
GAMCO INVESTORS, INC. ET AL 510.00%0.01%0.02%Q1 2018Q4 202213
Accuvest Global Advisors 710.00%0.36%1.27%Q1 2017Q4 202113
Covington Capital Management 13130.00%0.08%0.16%Q3 2019Q3 202213
Winslow, Evans & Crocker, Inc. 13130.01%0.03%0.20%Q4 2017Q4 202013
Enterprise Trust & Investment Co 13130.01%0.02%0.04%Q2 2019Q2 202213
Heritage Wealth Advisors 13130.00%0.00%0.00%Q3 2020Q3 202313
Spot Trading L.L.C 550.00%0.03%0.10%Q1 2016Q1 201713
Vontobel Holding Ltd. 12120.07%0.13%0.22%Q4 2020Q3 202313
ETRADE Capital Management LLC 1120.01%0.02%0.05%Q2 2017Q3 202013
WORLDQUANT MILLENNIUM ADVISORS LLC 510.02%0.21%0.46%Q2 2019Q3 202313
Personal Capital Advisors Corp 1110.00%0.00%0.01%Q4 2017Q4 202213
Legacy Bridge, LLC 13130.43%0.63%0.91%Q4 2018Q4 202113
RESOURCES MANAGEMENT CORP /CT/ /ADV 13130.00%0.00%0.01%Q3 2019Q3 202213
ClariVest Asset Management LLC 940.00%0.14%0.57%Q1 2019Q3 202313
TIGER GLOBAL MANAGEMENT LLC 1030.21%0.82%1.92%Q4 2015Q1 202313
Rafferty Asset Management, LLC 13130.02%0.06%0.11%Q2 2017Q2 202013
Sloy Dahl & Holst, LLC 850.04%1.19%2.56%Q2 2020Q3 202313
CULLINAN ASSOCIATES INC 13130.03%0.25%0.58%Q3 2016Q3 201913
Executive Wealth Management, LLC 850.04%0.12%0.26%Q4 2018Q1 202213
Certified Advisory Corp 1110.01%0.01%0.04%Q4 2017Q1 202112
Parkwood LLC 910.03%0.18%0.64%Q4 2019Q3 202312
Steadview Capital Management LLC 12126.21%9.82%13.71%Q4 2020Q3 202312
USCA RIA LLC 910.03%0.11%0.24%Q1 2018Q2 202112
BELLEVUE ASSET MANAGEMENT, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sepio Capital, LP 1110.05%0.13%0.27%Q2 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.06%0.13%0.22%Q4 2020Q3 202312
Tuscan Ridge Asset Management LLC 550.05%0.41%1.20%Q4 2018Q4 201912
Silicon Valley Community Foundation 12128.77%25.94%48.74%Q4 2020Q3 202312
Northeast Financial Consultants Inc 12120.01%0.03%0.09%Q4 2020Q3 202312
Coastline Trust Co 12120.03%0.08%0.13%Q3 2019Q2 202212
Tradition Wealth Management, LLC 12120.00%0.03%0.06%Q4 2020Q3 202312
Teza Capital Management LLC 510.04%0.18%0.46%Q2 2018Q3 202312
Carolina Wealth Advisors, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
ACG Wealth 710.01%0.04%0.07%Q3 2018Q2 202212
Apollon Wealth Management, LLC 1110.02%0.07%0.19%Q2 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.05%0.15%Q4 2018Q3 202112
Evolution Wealth Advisors, LLC 12120.01%0.06%0.10%Q1 2019Q4 202112
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Legal Advantage Investments, Inc. 12120.66%2.02%3.54%Q4 2020Q3 202312
TRUE Private Wealth Advisors 1010.00%0.04%0.08%Q3 2018Q1 202212
Koshinski Asset Management, Inc. 1110.02%0.07%0.20%Q3 2018Q1 202212
Maryland State Retirement & Pension System 12120.04%0.14%0.25%Q4 2020Q3 202312
PenderFund Capital Management Ltd. 12120.64%1.44%2.57%Q2 2020Q1 202312
SCGE MANAGEMENT, L.P. 630.37%2.10%7.00%Q4 2015Q3 202312
COUNTRY TRUST BANK 12120.00%0.00%0.00%Q1 2021Q4 202312
JACOB ASSET MANAGEMENT OF NEW YORK LLC 12122.56%3.08%5.60%Q4 2020Q3 202312
PARNASSUS INVESTMENTS, LLC 12120.04%0.08%0.14%Q1 2020Q4 202212
Hexagon Capital Partners LLC 1110.00%0.00%0.01%Q3 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.07%0.11%0.16%Q4 2020Q3 202312
RATIONAL ADVISORS LLC 910.08%0.28%0.59%Q1 2018Q4 202112
BlueCrest Capital Management Ltd 310.01%0.04%0.10%Q1 2016Q3 202112
SHELTON CAPITAL MANAGEMENT 12120.03%0.10%0.25%Q1 2020Q4 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
WOLFF WIESE MAGANA LLC 12120.00%0.13%0.42%Q4 2020Q3 202312
Green Alpha Advisors, LLC 12120.19%0.84%1.94%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.00%0.12%0.28%Q3 2020Q3 202312
BANK HAPOALIM BM 12120.06%0.26%0.42%Q1 2019Q4 202112
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 610.01%0.11%0.23%Q4 2017Q4 202112
Assenagon Asset Management S.A. 1110.00%0.07%0.24%Q4 2019Q3 202312
Plante Moran Financial Advisors, LLC 510.00%0.01%0.05%Q2 2016Q3 202312
GRIFFIN ASSET MANAGEMENT, INC. 810.03%0.07%0.15%Q4 2018Q1 202212
THOMPSON SIEGEL & WALMSLEY LLC 750.00%0.00%0.02%Q2 2018Q3 202312
MARK ASSET MANAGEMENT LP 910.01%1.35%2.81%Q1 2021Q3 202312
Bouvel Investment Partners, LLC 12120.41%1.25%2.40%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.11%0.38%Q4 2020Q3 202312
Key Client Fiduciary Advisors, LLC 880.20%0.44%0.86%Q4 2021Q3 202312
Highlander Capital Management, LLC 660.01%0.03%0.05%Q4 2018Q3 202312
KMG FIDUCIARY PARTNERS, LLC 12120.13%0.30%0.50%Q4 2019Q3 202212
EMC Capital Management 12120.06%0.14%0.35%Q4 2020Q3 202312
Winch Advisory Services, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Advisor OS, LLC 12120.08%0.16%0.27%Q3 2020Q2 202312
AtonRa Partners 12121.27%2.25%2.92%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.00%0.02%0.07%Q4 2020Q3 202312
Centerpoint Advisors, LLC 11110.00%0.05%0.14%Q4 2020Q2 202311
Retirement Group, LLC 740.00%0.01%0.01%Q4 2020Q3 202311
MARSICO CAPITAL MANAGEMENT LLC 1010.09%1.06%2.67%Q2 2019Q1 202211
Financial Gravity Asset Management, Inc. 510.00%0.02%0.11%Q1 2019Q2 202311
FNY Investment Advisers, LLC 310.00%0.05%0.39%Q4 2018Q4 202211
Gladstone Institutional Advisory LLC 710.02%0.10%0.20%Q1 2019Q2 202311
HOWARD WEALTH MANAGEMENT, LLC 810.17%0.29%0.40%Q4 2019Q2 202311
United Capital Management of KS, Inc. 11110.12%0.91%1.69%Q2 2020Q4 202211
SHINE INVESTMENT ADVISORY SERVICES INC 11110.00%0.01%0.02%Q1 2018Q3 202011
Ellis Investment Partners, LLC 11110.00%0.00%0.01%Q2 2019Q4 202111
Magnus Financial Group LLC 740.02%0.05%0.10%Q3 2020Q2 202311
Kore Private Wealth LLC 810.00%0.04%0.07%Q4 2018Q1 202211
VIKING GLOBAL INVESTORS LP 610.21%1.39%3.24%Q2 2019Q3 202311
MONETA GROUP INVESTMENT ADVISORS LLC 810.00%0.02%0.04%Q2 2018Q2 202311
NEXT CENTURY GROWTH INVESTORS LLC 650.08%0.18%0.43%Q1 2017Q3 202111
JUPITER ASSET MANAGEMENT LTD 810.01%0.22%0.46%Q1 2019Q3 202311
FARMERS & MERCHANTS INVESTMENTS INC 410.00%0.00%0.00%Q4 2017Q2 202311
VAN ECK ASSOCIATES CORP 11110.01%0.02%0.03%Q1 2021Q3 202311
BINGHAM OSBORN & SCARBOROUGH LLC 11110.04%0.09%0.15%Q3 2017Q1 202011
REGIONS FINANCIAL CORP 650.00%0.00%0.00%Q4 2017Q4 202111
COMMERZBANK AKTIENGESELLSCHAFT /FI 11110.02%0.24%0.42%Q3 2017Q1 202011
Veritable, L.P. 740.00%0.01%0.01%Q2 2020Q2 202311
Laffer Tengler Investments, Inc. 11110.10%0.25%0.37%Q3 2020Q1 202311
EAGLE ASSET MANAGEMENT INC 11110.16%0.28%0.39%Q2 2017Q4 201911
Bridgecreek Investment Management, LLC 11110.09%0.33%0.61%Q1 2021Q3 202311
Lee Financial Co 720.00%0.00%0.00%Q1 2018Q3 202311
Hudson Bay Capital Management LP 210.01%0.11%0.35%Q4 2018Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.00%0.11%0.45%Q1 2021Q3 202311
Daiwa SB Investments Ltd. 11110.14%0.69%2.12%Q3 2016Q1 201911
Polar Capital LLP 510.03%0.14%0.31%Q4 2016Q3 202011
TIEDEMANN ADVISORS, LLC 650.02%0.04%0.06%Q2 2018Q1 202211
BSW Wealth Partners 920.02%0.06%0.12%Q2 2019Q1 202311
ROCKY MOUNTAIN ADVISERS, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Lombard Odier Asset Management (Europe) Ltd 410.02%0.08%0.26%Q2 2018Q3 202311
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.23%0.78%Q4 2015Q3 202311
Pendal Group Ltd 11110.01%0.01%0.01%Q2 2019Q4 202111
Corbenic Partners LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
Hennion & Walsh Asset Management, Inc. 11110.02%0.12%0.25%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.03%0.08%Q1 2021Q3 202311
Alamar Capital Management, LLC 11110.87%2.03%3.73%Q4 2020Q2 202311
Orion Capital Management LLC 1010.00%0.01%0.01%Q4 2020Q3 202311
Fort Point Capital Partners LLC 810.03%0.09%0.38%Q4 2018Q1 202211
First Trust Direct Indexing L.P. 11110.05%0.12%0.26%Q4 2020Q2 202311
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
B. Riley Wealth Management, Inc. 520.00%0.10%0.20%Q3 2018Q2 202211
Archford Capital Strategies, LLC 740.06%0.10%0.16%Q3 2020Q2 202311
Whetstone Capital Advisors, LLC 11110.23%1.94%4.85%Q2 2019Q4 202111
BTC Capital Management, Inc. 1010.03%0.05%0.08%Q4 2018Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.03%0.09%0.15%Q1 2021Q3 202311
OGBORNE CAPITAL MANAGEMENT, LLC 732.33%7.75%14.31%Q4 2018Q4 202111
Clearview Wealth Advisors LLC 11110.00%0.01%0.02%Q4 2020Q2 202311
EXANE DERIVATIVES 1010.01%0.10%0.24%Q2 2019Q1 202211
WealthPLAN Partners, LLC 830.01%0.04%0.06%Q2 2020Q2 202311
Lido Advisors, LLC 710.00%0.01%0.07%Q2 2017Q3 202311
Quadrature Capital Ltd 310.06%0.52%1.39%Q3 2016Q1 202311
Concord Wealth Partners 740.00%0.04%0.09%Q4 2020Q3 202311
Aaron Wealth Advisors LLC 11110.04%0.19%0.39%Q4 2020Q2 202311
Hunt Lane Capital LP 11110.39%7.20%12.51%Q1 2020Q3 202211
Gerber Kawasaki Wealth & Investment Management 990.00%0.19%1.01%Q4 2020Q4 202211
Enlightenment Research, LLC 510.33%1.87%8.57%Q4 2018Q1 202211
Sicart Associates LLC 520.07%0.11%0.18%Q4 2017Q2 202311
Loveless Wealth Management LLC 11110.30%0.96%1.44%Q4 2019Q2 202211
Wealth Alliance 920.03%0.14%0.23%Q2 2020Q2 202311
EVOKE WEALTH, LLC 810.00%0.00%0.03%Q3 2019Q3 202211
Avion Wealth 11110.00%0.00%0.01%Q1 2021Q3 202311
CenterStar Asset Management, LLC 510.00%0.23%2.01%Q4 2017Q1 202011
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
WT Wealth Management 11110.20%0.47%0.68%Q3 2019Q1 202211
TRANSCEND CAPITAL ADVISORS, LLC 11110.03%0.04%0.08%Q3 2020Q1 202311
Joseph P. Lucia & Associates, LLC 520.00%0.05%0.33%Q2 2019Q2 202211
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.01%Q4 2020Q3 202311
Carmichael Hill & Associates, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
BRR OpCo, LLC 610.04%0.10%0.14%Q1 2018Q2 202110
Ameritas Investment Company, LLC 910.00%0.08%0.27%Q1 2019Q3 202110
McClarren Financial Advisors, Inc. 550.00%0.01%0.03%Q1 2021Q3 202310
Eagle Capital Management, LLC 10101.22%2.06%4.40%Q3 2017Q4 201910
Antonetti Capital Management LLC 910.00%0.01%0.01%Q2 2010Q3 202310
Clal Insurance Enterprises Holdings Ltd 10100.50%1.72%3.50%Q3 2016Q4 201810
Fieldpoint Private Securities, LLC 820.00%0.07%0.24%Q3 2019Q2 202210
BP PLC 640.08%0.10%0.13%Q3 2018Q2 202110
J.W. COLE ADVISORS, INC. 10100.02%0.10%0.18%Q3 2020Q4 202210
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
RMR Wealth Builders 910.07%0.20%0.34%Q4 2019Q2 202210
Illinois Municipal Retirement Fund 10100.02%0.05%0.12%Q3 2020Q4 202210
CSat Investment Advisory, L.P. 10100.52%1.94%5.18%Q2 2018Q3 202010
Pearl River Capital, LLC 210.06%0.26%0.58%Q4 2018Q3 202310
Checchi Capital Advisers, LLC 810.02%0.04%0.06%Q3 2018Q1 202210
MetLife Investment Management, LLC 730.00%0.01%0.03%Q3 2018Q3 202310
PSI Advisors, LLC 910.01%0.03%0.07%Q4 2019Q3 202310
Gs Investments, Inc. 910.00%0.00%0.00%Q4 2020Q3 202310
HARTLINE INVESTMENT CORP/ 910.58%1.72%2.53%Q3 2018Q2 202210
Paradigm Financial Advisors, LLC 710.08%0.18%0.39%Q3 2018Q4 202110
MIZUHO SECURITIES USA LLC 510.00%0.04%0.10%Q4 2015Q2 201810
Fiera Capital Corp 820.00%0.00%0.01%Q2 2018Q4 202010
Capital Markets Trading UK LLP 210.01%0.03%0.13%Q3 2018Q2 202310
Blueshift Asset Management, LLC 610.01%0.32%1.16%Q2 2019Q3 202310
Twin Lakes Capital Management, LLC 550.02%0.06%0.11%Q1 2021Q3 202310
Quantbot Technologies LP 310.01%0.21%0.41%Q4 2016Q3 202310
Gotham Asset Management, LLC 510.00%0.07%0.21%Q4 2016Q4 202110
Kozak & Associates, Inc. 910.04%0.19%0.47%Q4 2020Q3 202310
Investors Research Corp 730.00%0.00%0.01%Q3 2019Q3 202310
THOMPSON DAVIS & CO., INC. 820.01%0.16%0.73%Q4 2015Q3 201810
Miracle Mile Advisors, LLC 510.01%0.08%0.38%Q3 2019Q3 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Stevens First Principles Investment Advisors 10100.07%0.12%0.26%Q4 2015Q1 201810
CIM INVESTMENT MANAGEMENT INC 10100.09%0.19%0.43%Q2 2021Q3 202310
TimeScale Financial, Inc. 10100.00%0.00%0.01%Q1 2021Q2 202310
Tabor Asset Management, LP 420.66%2.12%4.09%Q4 2020Q3 202310
BAILARD, INC. 10100.02%0.27%0.51%Q1 2021Q2 202310
COOKSON PEIRCE & CO INC 610.02%0.12%0.33%Q3 2018Q1 202210
WHITTIER TRUST CO 910.00%0.02%0.08%Q4 2019Q3 202310
Catamount Wealth Management 10100.00%0.00%0.01%Q4 2016Q1 201910
Total Clarity Wealth Management, Inc. 10100.12%0.41%0.63%Q2 2020Q3 202210
Cornerstone Advisors, Inc. 10100.00%0.01%0.04%Q2 2018Q3 202010
MAI Capital Management 910.00%0.01%0.01%Q3 2020Q1 202310
Sciencast Management LP 310.10%0.27%0.64%Q4 2017Q4 202110
Xact Kapitalforvaltning AB 10100.02%0.07%0.10%Q4 2017Q1 202010
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 910.44%0.61%0.89%Q3 2019Q1 202310
CEDAR CAPITAL, LLC 10100.24%0.70%2.06%Q2 2018Q3 202010
PARTNERS CAPITAL INVESTMENT GROUP, LLP 10100.01%0.22%0.40%Q2 2021Q3 202310
BEACON INVESTMENT ADVISORY SERVICES, INC. 10100.02%0.04%0.06%Q4 2020Q1 202310
Mirador Capital Partners LP 810.05%0.10%0.14%Q3 2018Q4 202210
MONETARY MANAGEMENT GROUP INC 10100.00%0.46%0.70%Q1 2020Q2 202210
FCG ADVISORS, LLC 10100.06%0.10%0.16%Q2 2018Q3 202010
OppenheimerFunds, Inc. 10100.00%0.03%0.07%Q3 2016Q4 201810
CITY HOLDING CO 10100.00%0.07%0.16%Q2 2021Q3 202310
Accel Wealth Management 10100.02%0.21%0.46%Q4 2020Q1 202310
DOMINI IMPACT INVESTMENTS LLC 10105.30%7.47%11.16%Q3 2017Q4 201910
WJ Wealth Management, LLC 10100.14%1.01%2.34%Q2 2020Q3 202210
HANSEATIC MANAGEMENT SERVICES INC 550.01%0.64%1.38%Q4 2017Q3 202110
SouthState Corp 910.00%0.00%0.01%Q3 2020Q3 202310
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.00%Q2 2017Q4 202110
Banco de Sabadell, S.A 10100.06%0.10%0.20%Q4 2018Q1 202110
Amundi 10100.01%0.03%0.06%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.12%0.20%Q1 2021Q3 202310
New Capital Management LP 10100.00%0.01%0.01%Q4 2018Q1 202110
Vigilant Capital Management, LLC 910.00%0.00%0.00%Q4 2019Q3 202210
FOX RUN MANAGEMENT, L.L.C. 210.13%0.24%0.55%Q2 2017Q2 202310
WD RUTHERFORD LLC 640.19%1.46%2.83%Q4 2020Q2 202310
THOROUGHBRED FINANCIAL SERVICES, LLC 730.04%0.11%0.25%Q3 2020Q2 202310
Lake Point Wealth Management 520.00%0.00%0.01%Q4 2018Q2 202210
Partner Investment Management, L.P. 10100.35%0.86%1.53%Q1 2017Q2 201910
FIDUCIARY TRUST CO 910.01%0.01%0.02%Q2 2020Q4 202210
Rehmann Capital Advisory Group 640.00%0.02%0.03%Q1 2018Q3 202110
Carmignac Gestion 420.19%1.01%3.52%Q3 2019Q3 202310
Vestcor Inc 10100.02%0.03%0.05%Q2 2021Q3 202310
Foundations Investment Advisors, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
LS Investment Advisors, LLC 10100.00%0.01%0.01%Q4 2017Q1 202010
Clean Yield Group 10100.00%0.00%0.00%Q2 2021Q3 202310
ZACKS INVESTMENT MANAGEMENT 10100.00%0.14%0.28%Q4 2019Q1 202210
Jaffetilchin Investment Partners, LLC 820.03%0.13%0.28%Q3 2020Q2 202310
EQUITABLE TRUST CO 10100.02%0.04%0.07%Q1 2020Q2 202210
DIKER MANAGEMENT LLC 730.59%1.87%3.82%Q1 2021Q3 202310
Lenox Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2019Q1 202210
ADVISORY RESEARCH INC 420.00%0.03%0.08%Q4 2018Q3 20219
SUVRETTA CAPITAL MANAGEMENT, LLC 510.97%1.42%2.23%Q3 2020Q2 20239
Moser Wealth Advisors, LLC 720.06%0.16%0.24%Q2 2021Q3 20239
PLATINUM INVESTMENT MANAGEMENT LTD 990.36%0.48%0.60%Q3 2021Q3 20239
Prestige Wealth Management Group LLC 990.00%0.03%0.07%Q3 2021Q3 20239
Ballentine Partners, LLC 630.01%0.01%0.01%Q3 2020Q2 20239
State of Alaska, Department of Revenue 720.01%0.03%0.06%Q4 2017Q1 20219
LA FINANCIERE DE L'ECHIQUIER 990.06%0.41%0.95%Q3 2018Q3 20209
MANCHESTER FINANCIAL INC 810.02%0.08%0.12%Q2 2019Q3 20219
TOBAM 310.00%0.07%0.32%Q4 2017Q3 20239
COMERICA SECURITIES,INC. 810.01%0.03%0.06%Q2 2020Q4 20229
EMERALD MUTUAL FUND ADVISERS TRUST 810.01%0.05%0.12%Q3 2018Q3 20229
CWA Asset Management Group, LLC 880.00%0.04%0.07%Q2 2020Q1 20229
Tairen Capital Ltd 410.07%1.76%7.09%Q2 2018Q3 20239
A.R.T. Advisors, LLC 510.05%0.42%0.88%Q1 2016Q4 20199
CreativeOne Wealth, LLC 630.01%0.04%0.07%Q4 2020Q2 20239
SFE Investment Counsel 810.07%0.10%0.13%Q4 2019Q1 20229
Cedar Wealth Management, LLC 810.00%0.00%0.00%Q2 2018Q3 20239
G&S Capital LLC 990.02%0.03%0.05%Q1 2018Q1 20209
First Eagle Investment Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
Hartford Financial Management Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Sugarloaf Wealth Management, LLC 540.00%0.00%0.00%Q4 2020Q1 20239
Eudaimonia Partners, LLC 810.02%0.08%0.13%Q4 2019Q1 20229
MOODY LYNN & LIEBERSON, LLC 610.02%0.16%0.51%Q4 2015Q4 20219
Optiver Holding B.V. 630.00%0.00%0.02%Q2 2021Q3 20239
Arnhold LLC 990.04%0.06%0.07%Q2 2020Q2 20229
Virtue Capital Management, LLC 720.03%0.31%0.64%Q3 2020Q3 20239
AIA Group Ltd 630.01%0.02%0.04%Q4 2020Q1 20239
Psagot Value Holdings Ltd. / (Israel) 990.05%0.12%0.23%Q3 2021Q3 20239
Siemens Fonds Invest GmbH 990.02%0.06%0.10%Q3 2021Q3 20239
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.03%0.07%Q3 2020Q3 20239
D L CARLSON INVESTMENT GROUP INC 810.79%1.57%2.65%Q3 2019Q4 20219
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.00%0.01%Q4 2020Q4 20229
VETAMER CAPITAL MANAGEMENT, L.P. 880.53%2.10%3.56%Q4 2021Q3 20239
SRS Capital Advisors, Inc. 510.00%0.00%0.01%Q4 2020Q2 20239
Bartlett & Co. LLC 310.00%0.00%0.00%Q3 2019Q4 20239
Pinnacle Wealth Planning Services, Inc. 310.01%0.11%0.28%Q1 2018Q2 20239
HORIZON KINETICS ASSET MANAGEMENT LLC 540.01%0.01%0.01%Q1 2019Q3 20219
LAKE STREET FINANCIAL LLC 810.06%0.11%0.12%Q3 2019Q1 20229
Interval Partners, LP 310.05%0.17%0.60%Q3 2019Q2 20239
TOWNSQUARE CAPITAL LLC 720.01%0.02%0.03%Q2 2021Q3 20239
Interchange Capital Partners, LLC 420.14%0.51%0.90%Q4 2020Q3 20239
J Arnold Wealth Management Co 810.10%0.55%1.41%Q4 2019Q4 20229
TUCKER ASSET MANAGEMENT LLC 720.00%0.04%0.31%Q4 2020Q3 20239
WISCONSIN CAPITAL MANAGEMENT LLC 540.23%1.61%2.64%Q4 2018Q1 20229
CARILLON TOWER ADVISERS, INC. 990.28%0.36%0.64%Q4 2017Q4 20199
Ranch Capital Advisors Inc. 990.03%0.16%0.23%Q4 2019Q4 20219
GM Advisory Group, LLC 990.06%0.11%0.15%Q1 2020Q1 20229
Belmont Capital, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Bay Harbor Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Pictet North America Advisors SA 720.02%0.08%0.31%Q4 2018Q1 20229
TB Alternative Assets Ltd. 630.43%1.25%2.43%Q2 2020Q2 20239
Sequoia Financial Advisors, LLC 310.01%0.01%0.02%Q3 2018Q2 20239
DRIEHAUS CAPITAL MANAGEMENT LLC 990.02%0.05%0.11%Q1 2017Q1 20199
VERUS CAPITAL PARTNERS, LLC 720.04%0.06%0.08%Q4 2019Q3 20239
MORGENS WATERFALL VINTIADIS & CO INC 633.10%4.21%4.86%Q1 2018Q4 20219
Clear Perspective Advisors, LLC 720.02%0.26%1.04%Q1 2018Q4 20219
JAG CAPITAL MANAGEMENT, LLC 720.03%0.80%2.90%Q1 2019Q2 20229
Avory & Company, LLC 812.09%5.08%10.01%Q4 2020Q3 20239
Elmwood Wealth Management, Inc. 410.01%0.01%0.01%Q4 2018Q4 20219
GABELLI FUNDS LLC 410.01%0.05%0.11%Q1 2018Q4 20229
Archon Partners LLC 810.62%2.27%3.17%Q1 2019Q1 20229
RITHOLTZ WEALTH MANAGEMENT 510.00%0.02%0.03%Q4 2020Q3 20229
CTC LLC 410.00%0.02%0.03%Q4 2020Q3 20239
PagnatoKarp Partners LLC 990.05%0.09%0.16%Q1 2018Q1 20209
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.09%0.27%0.49%Q1 2017Q1 20199
WINTON GROUP Ltd 610.01%0.04%0.12%Q1 2018Q2 20239
EP Wealth Advisors, LLC 630.00%0.01%0.02%Q1 2021Q2 20239
O'Dell Group, LLC 810.02%0.06%0.10%Q4 2020Q2 20239
Global X Management CO LLC 990.00%0.09%0.46%Q2 2016Q2 20189
TFC Financial Management, Inc. 630.01%0.01%0.02%Q3 2020Q2 20239
Pacer Advisors, Inc. 630.00%0.01%0.02%Q2 2016Q4 20219
CASTLEARK MANAGEMENT LLC 630.02%0.10%0.19%Q4 2016Q3 20209
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 610.04%0.14%0.27%Q2 2018Q4 20219
CHICAGO EQUITY PARTNERS LLC 810.02%0.16%0.27%Q4 2016Q1 20209
Elite Wealth Management, Inc. 810.01%0.05%0.09%Q3 2016Q3 20229
PROFUND ADVISORS LLC 710.01%0.02%0.02%Q1 2018Q1 20229
Itau Unibanco Holding S.A. 810.00%0.00%0.01%Q2 2021Q3 20239
CVA Family Office, LLC 720.00%0.01%0.01%Q1 2021Q2 20239
PUTNAM INVESTMENTS LLC 510.00%0.07%0.17%Q1 2017Q4 20219
Polar Capital Holdings Plc 990.02%0.17%0.39%Q4 2020Q4 20229
Mitsubishi UFJ Asset Management (UK) Ltd. 410.02%0.63%1.37%Q4 2018Q3 20239
Cognios Capital, LLC 990.11%0.48%1.00%Q2 2017Q2 20199
HARBOR CAPITAL ADVISORS, INC. 990.33%1.11%2.65%Q4 2021Q4 20239
Maven Securities LTD 510.01%0.10%0.33%Q2 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.01%0.03%0.05%Q4 2019Q4 20219
SYMMETRY PEAK MANAGEMENT LLC 210.04%0.29%0.78%Q1 2016Q1 20239
GREENLEAF TRUST 720.00%0.00%0.01%Q3 2020Q1 20239
Eagle Bay Advisors LLC 630.00%0.02%0.09%Q2 2021Q3 20239
Sowell Financial Services LLC 710.00%0.03%0.06%Q4 2016Q1 20239
Corient Capital Partners, LLC 990.02%0.13%0.23%Q3 2020Q3 20229
HUSSMAN STRATEGIC ADVISORS, INC. 810.10%0.19%0.31%Q2 2021Q3 20239
HITE Hedge Asset Management LLC 990.03%0.22%0.78%Q1 2020Q1 20229
LIGHT STREET CAPITAL MANAGEMENT, LLC 610.13%3.06%5.11%Q4 2016Q3 20219
BB&T SECURITIES, LLC 990.00%0.01%0.04%Q3 2017Q3 20199
MAVERICK CAPITAL LTD 710.02%0.64%0.98%Q4 2019Q3 20239
ST GERMAIN D J CO INC 530.00%0.64%1.59%Q4 2021Q4 20238
Global Trust Asset Management, LLC 880.01%0.04%0.08%Q4 2021Q3 20238
WASHBURN CAPITAL MANAGEMENT, INC. 880.44%0.75%0.99%Q1 2020Q4 20218
Privium Fund Management B.V. 880.49%1.01%1.91%Q4 2021Q3 20238
EXENCIAL WEALTH ADVISORS, LLC 880.02%0.06%0.09%Q2 2020Q1 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.06%0.11%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.13%0.27%0.44%Q4 2021Q3 20238
AGF Investments LLC 420.00%0.01%0.03%Q3 2017Q3 20218
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.05%0.23%Q4 2016Q1 20208
Watermark Asset Management, Inc. 880.01%0.01%0.03%Q1 2017Q4 20188
Johnson Financial Group, Inc. 530.00%0.00%0.00%Q4 2018Q4 20228
FLOSSBACH VON STORCH AG 880.01%0.02%0.04%Q1 2020Q4 20218
Bellecapital International Ltd. 710.10%0.17%0.28%Q4 2015Q4 20178
Matrix Capital Management Company, LP 880.13%2.61%5.14%Q1 2018Q4 20198
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
MARSHALL WACE ASIA Ltd 410.20%0.75%1.39%Q4 2017Q3 20218
Apoletto Ltd 880.08%0.16%0.25%Q4 2020Q3 20228
PURSUE WEALTH PARTNERS LLC 881.39%2.08%3.03%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.07%0.26%Q4 2021Q3 20238
REGENTS OF THE UNIVERSITY OF CALIFORNIA 610.14%8.64%20.59%Q2 2017Q1 20208
Burleson & Company, LLC 880.00%0.68%2.02%Q1 2021Q4 20228
Avidian Wealth Solutions, LLC 620.01%0.02%0.02%Q4 2020Q2 20238
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.00%0.00%Q1 2018Q4 20218
Morse Asset Management, Inc 620.12%0.45%1.04%Q1 2019Q4 20218
Jump Trading, LLC 440.00%0.17%0.30%Q2 2018Q1 20198
Stamos Capital Partners, L.P. 510.15%0.36%0.68%Q4 2018Q4 20228
ARTHUR M. COHEN & ASSOCIATES, LLC 880.05%0.30%0.47%Q3 2020Q2 20228
Jackson, Grant Investment Advisers, Inc. 620.00%0.02%0.04%Q2 2020Q2 20228
Center for Financial Planning, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.01%0.04%Q4 2021Q3 20238
BRADLEY FOSTER & SARGENT INC/CT 880.01%0.01%0.02%Q4 2021Q3 20238
MAKENA CAPITAL MANAGEMENT LLC 710.63%1.33%1.95%Q2 2017Q2 20228
SANDLER CAPITAL MANAGEMENT 420.52%2.06%6.99%Q1 2020Q3 20238
Edge Wealth Management LLC 710.00%0.01%0.02%Q3 2018Q4 20218
THORNBURG INVESTMENT MANAGEMENT INC 880.01%0.14%0.20%Q1 2019Q4 20208
EPIQ PARTNERS, LLC 880.17%0.26%0.36%Q2 2020Q1 20228
Quent Capital, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Lane Generational LLC 883.94%5.20%6.93%Q4 2021Q3 20238
SHEETS SMITH WEALTH MANAGEMENT 710.03%0.07%0.11%Q3 2017Q1 20228
EMFO, LLC 880.04%0.09%0.17%Q2 2021Q1 20238
Carson Advisory Inc. 880.22%0.37%0.67%Q4 2021Q3 20238
OARSMAN CAPITAL, INC. 880.10%0.16%0.22%Q2 2020Q1 20228
Alyeska Investment Group, L.P. 410.02%0.14%0.26%Q4 2015Q4 20218
IMC-Chicago, LLC 310.00%0.07%0.27%Q4 2019Q4 20218
Doyle Wealth Management 610.00%0.03%0.04%Q4 2018Q1 20228
PICTET ASSET MANAGEMENT SA 880.02%0.04%0.09%Q3 2021Q2 20238
Wealthstreet Investment Advisors, LLC 530.04%0.08%0.12%Q4 2018Q1 20218
Grassi Investment Management 440.02%0.29%1.24%Q2 2019Q3 20218
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Caprock Group, LLC 620.02%0.08%0.12%Q3 2020Q1 20238
M Holdings Securities, Inc. 310.05%0.08%0.12%Q3 2017Q1 20228
Bellwether Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Westwood Wealth Management 880.00%0.58%1.00%Q4 2021Q3 20238
Indie Asset Partners, LLC 880.16%0.28%0.37%Q2 2020Q1 20228
Kessler Investment Group, LLC 530.00%0.16%0.51%Q3 2017Q2 20228
McGowan Group Asset Management, Inc. 880.04%0.07%0.11%Q1 2019Q4 20208
Jackson Hole Capital Partners, LLC 880.06%0.08%0.14%Q3 2021Q2 20238
Adero Partners, LLC 710.02%0.07%0.14%Q1 2021Q1 20238
Avantax Planning Partners, Inc. 710.00%0.02%0.02%Q1 2018Q1 20238
V Wealth Advisors LLC 620.04%0.08%0.11%Q4 2020Q2 20238
Martin Capital Advisors, LLP 881.44%2.53%4.07%Q4 2021Q3 20238
MISSION WEALTH MANAGEMENT, LP 710.01%0.02%0.03%Q4 2020Q1 20238
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
Garde Capital, Inc. 620.01%0.03%0.04%Q4 2020Q1 20238
MOSELEY INVESTMENT MANAGEMENT INC 880.34%0.80%1.14%Q3 2020Q2 20228
Arlington Partners LLC 710.00%0.03%0.14%Q3 2018Q2 20228
Rise Advisors, LLC 880.00%0.90%1.88%Q4 2021Q3 20238
CHICKASAW CAPITAL MANAGEMENT LLC 620.01%0.01%0.02%Q3 2018Q4 20208
Farmers & Merchants Trust Co of Chambersburg PA 880.01%0.02%0.02%Q1 2020Q4 20218
FIRST MIDWEST BANK TRUST DIVISION 620.03%0.05%0.09%Q4 2017Q3 20218
Advocacy Wealth Management Services, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Apriem Advisors 420.01%0.05%0.09%Q2 2018Q3 20218
Natixis Investment Managers International 620.00%0.10%0.16%Q2 2017Q2 20228
Commonwealth Equity Services, Inc 880.00%0.00%0.01%Q4 2015Q3 20178
HMS Capital Management, LLC 550.28%0.73%1.51%Q2 2018Q2 20198
Golden Green, Inc. 710.60%1.45%3.20%Q4 2020Q4 20228
Stevard, LLC 880.34%0.64%1.04%Q2 2020Q1 20228
Arkos Global Advisors 880.08%0.15%0.18%Q2 2020Q1 20228
REGENTATLANTIC CAPITAL LLC 610.01%0.01%0.02%Q3 2018Q2 20228
Clark Capital Management Group, Inc. 710.00%0.00%0.01%Q3 2020Q3 20238
Magnetar Financial LLC 310.00%0.02%0.03%Q2 2016Q2 20238
SVB WEALTH LLC 510.00%0.01%0.01%Q2 2021Q3 20238
Berger Financial Group, Inc 880.05%0.26%0.66%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.00%Q4 2021Q3 20238
Maxi Investments CY Ltd 880.51%1.28%1.97%Q4 2021Q3 20238
Castle Rock Wealth Management, LLC 510.14%0.38%0.81%Q2 2018Q3 20218
Nepsis Inc. 530.24%3.68%6.67%Q1 2020Q1 20238
SUNTRUST BANKS INC 710.00%0.01%0.02%Q1 2017Q3 20198
Gould Capital, LLC 880.02%0.53%0.98%Q4 2021Q3 20238
Carroll Investors, Inc 884.22%5.82%7.13%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 882.18%4.35%6.11%Q4 2017Q3 20198
DB Fitzpatrick & Co, Inc 880.25%0.51%0.89%Q4 2021Q3 20238
Balentine LLC 530.00%0.01%0.02%Q2 2019Q1 20238
TRAN CAPITAL MANAGEMENT, L.P. 880.04%1.03%3.77%Q4 2021Q3 20238
GHE, LLC 880.60%1.29%1.89%Q4 2021Q3 20238
Claraphi Advisory Network, LLC 710.08%0.26%0.43%Q2 2019Q3 20218
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Cypress Wealth Services, LLC 880.06%0.14%0.22%Q2 2020Q1 20228
Regent Investment Management LLC 880.11%0.36%0.87%Q1 2021Q4 20228
Teamwork Financial Advisors, LLC 880.06%0.52%0.89%Q2 2020Q1 20228
Sierra Capital LLC 880.02%0.04%0.05%Q1 2021Q4 20228
Calamos Advisors LLC 710.00%0.02%0.03%Q1 2020Q2 20228
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Covestor Ltd 880.01%0.03%0.12%Q4 2021Q3 20238
Solstein Capital, LLC 880.01%0.10%0.30%Q1 2021Q4 20228
Capital International, Inc./CA/ 880.02%0.22%0.41%Q4 2021Q3 20238
Cipher Capital LP 310.06%0.29%0.88%Q4 2018Q3 20238
Gideon Capital Advisors, Inc. 310.14%0.50%1.67%Q4 2016Q4 20198
BlueMar Capital Management, LLC 880.48%1.73%2.86%Q4 2020Q3 20228
Claro Advisors LLC 710.01%0.14%0.19%Q4 2018Q1 20228
SlateStone Wealth, LLC 710.18%0.79%1.02%Q1 2019Q4 20218
Turim 21 Investimentos Ltda. 710.00%0.00%0.01%Q1 2021Q3 20238
Synergy Financial Group, LTD 880.37%0.88%1.50%Q4 2021Q3 20238
Venture Visionary Partners LLC 710.01%0.04%0.06%Q4 2020Q2 20238
Csenge Advisory Group 710.00%0.06%0.09%Q3 2018Q1 20228
HBK Sorce Advisory LLC 610.02%0.03%0.05%Q3 2018Q4 20218
Evolutionary Tree Capital Management, LLC 880.87%1.41%2.52%Q3 2021Q2 20238
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 410.09%0.86%2.07%Q2 2018Q2 20238
Precision Wealth Strategies, LLC 880.22%0.35%0.65%Q1 2021Q4 20228
Robbins Farley 880.00%0.00%0.00%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 310.01%0.02%0.05%Q3 2018Q3 20218
City State Bank 880.01%0.02%0.03%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.04%0.12%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.47%0.88%1.47%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.03%0.10%Q4 2021Q3 20238
IFG Advisory, LLC 610.02%0.04%0.10%Q3 2018Q1 20238
Front Row Advisors LLC 440.00%0.00%0.01%Q2 2021Q3 20238
SUMITOMO LIFE INSURANCE CO 880.01%0.04%0.11%Q4 2021Q3 20238
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
Werlinich Asset Management, LLC 880.28%0.76%1.34%Q1 2021Q4 20228
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 880.04%0.06%0.09%Q2 2020Q1 20228
Ignite Planners, LLC 880.18%0.68%1.43%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.05%0.13%Q4 2021Q3 20238
Addison Advisors LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Robertson Stephens Wealth Management, LLC 410.02%0.03%0.06%Q4 2020Q2 20238
Capital International Sarl 880.03%0.15%0.29%Q4 2021Q3 20238
Mach-1 Financial Group, LLC 410.00%0.17%1.30%Q4 2020Q1 20238
CAPITAL INTERNATIONAL LTD /CA/ 880.07%0.24%0.44%Q4 2021Q3 20238
1834 INVESTMENT ADVISORS CO 710.00%0.05%0.17%Q3 2019Q2 20228
KRS Capital Management, LLC 880.30%1.01%1.76%Q4 2021Q3 20238
Capula Management Ltd 210.00%0.05%0.18%Q1 2020Q4 20228
Seaport Global Advisors, LLC 880.33%1.03%1.80%Q4 2021Q3 20238
Core Alternative Capital 880.00%0.00%0.01%Q4 2021Q3 20238
FARALLON CAPITAL MANAGEMENT LLC 770.52%1.02%1.44%Q1 2022Q3 20237
NuWave Investment Management, LLC 610.01%0.48%1.40%Q3 2020Q3 20227
AH Equity Partners LSV III, L.L.C. 7717.18%29.10%36.95%Q1 2022Q3 20237
Activest Wealth Management 310.00%0.00%0.00%Q1 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.10%0.40%0.63%Q4 2021Q2 20237
Chicago Partners Investment Group LLC 430.01%0.03%0.04%Q4 2020Q3 20237
Desjardins Global Asset Management Inc. 610.01%0.01%0.02%Q4 2021Q3 20237
Zweig-DiMenna Associates LLC 770.14%0.32%0.51%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
Partnervest Advisory Services LLC 770.08%0.12%0.19%Q1 2019Q3 20207
NewEdge Wealth, LLC 610.01%0.09%0.20%Q1 2021Q3 20237
WEALTHFRONT Corp 770.02%0.07%0.12%Q1 2017Q3 20187
LVZ, Inc. 770.04%0.06%0.09%Q3 2020Q1 20227
Mayflower Financial Advisors, LLC 660.00%0.05%0.07%Q4 2020Q1 20227
Tyler-Stone Wealth Management 520.07%0.13%0.22%Q4 2021Q3 20237
Wharton Business Group, LLC 520.02%0.03%0.04%Q2 2020Q1 20227
Alpine Global Management, LLC 210.02%2.05%9.59%Q3 2017Q4 20217
B. Metzler seel. Sohn & Co. AG 770.02%0.04%0.08%Q1 2022Q3 20237
Central Asset Investments & Management Holdings (HK) Ltd 520.07%1.27%5.62%Q2 2018Q3 20217
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.02%0.05%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.05%0.09%0.14%Q1 2022Q3 20237
Eisler Capital (US) LLC 330.02%0.04%0.08%Q1 2023Q3 20237
WealthPlan Investment Management, LLC 610.01%0.05%0.08%Q1 2022Q4 20237
CHASE INVESTMENT COUNSEL CORP 410.32%0.78%0.95%Q4 2018Q3 20217
Simplify Asset Management Inc. 660.01%0.12%0.32%Q4 2020Q1 20227
Sarasin & Partners LLP 770.05%0.08%0.14%Q2 2019Q4 20207
HOMESTEAD ADVISERS CORP 770.00%0.00%0.00%Q2 2021Q4 20227
Oder Investment Management, LLC 610.15%0.45%0.71%Q4 2020Q4 20227
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 310.10%0.18%0.44%Q1 2016Q3 20237
BRINKER CAPITAL INC 770.02%0.04%0.06%Q4 2018Q2 20207
Bensler, LLC 770.37%0.53%0.79%Q4 2021Q2 20237
ESSEX INVESTMENT MANAGEMENT CO LLC 410.03%0.11%0.26%Q2 2016Q1 20237
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
OSSIAM 520.01%0.13%0.43%Q4 2020Q3 20237
HRT FINANCIAL LP 210.01%0.08%0.16%Q3 2018Q3 20237
Stanley-Laman Group, Ltd. 210.08%0.64%1.50%Q1 2019Q3 20237
Phoenix Wealth Advisors 770.36%0.84%1.42%Q4 2020Q2 20227
Quilter Plc 770.02%0.06%0.14%Q1 2020Q3 20217
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.03%0.06%Q3 2020Q1 20227
JCSD Capital, LLC 770.01%0.20%1.30%Q2 2021Q4 20227
TWINBEECH CAPITAL LP 510.09%0.48%1.09%Q2 2020Q2 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.02%0.06%Q1 2022Q3 20237
Baker Avenue Asset Management, LP 410.00%0.04%0.08%Q1 2017Q3 20237
Dakota Wealth Management 510.02%0.07%0.24%Q4 2020Q2 20237
MONEY CONCEPTS CAPITAL CORP 520.01%0.07%0.16%Q4 2020Q4 20227
MITCHELL MCLEOD PUGH & WILLIAMS INC 770.07%0.12%0.15%Q3 2020Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.08%0.33%Q1 2021Q4 20227
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
AllSquare Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
AlphaStar Capital Management, LLC 610.03%0.06%0.11%Q3 2021Q3 20237
Intersect Capital LLC 770.05%0.08%0.13%Q3 2020Q1 20227
Cypress Capital Management LLC (WY) 610.00%0.01%0.01%Q4 2018Q4 20217
Park West Asset Management LLC 771.09%1.97%2.58%Q2 2020Q4 20217
CATALYST PRIVATE WEALTH, LLC 770.13%0.27%0.36%Q3 2020Q1 20227
IAG Wealth Partners, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Vanderbilt University 773.89%8.12%13.45%Q1 2019Q3 20207
PREMIER ASSET MANAGEMENT LLC 510.05%1.01%2.62%Q4 2018Q4 20217
Roble, Belko & Company, Inc 610.00%0.00%0.00%Q3 2021Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
Advisor Resource Council 770.04%0.19%0.62%Q2 2021Q4 20227
DORCHESTER WEALTH MANAGEMENT Co 610.06%0.11%0.16%Q3 2019Q3 20217
Weiss Asset Management LP 310.03%0.38%1.56%Q4 2020Q1 20237
Alphabet Inc. 430.02%0.12%0.28%Q4 2017Q3 20197
Bridgewater Associates 770.00%0.09%0.30%Q1 2022Q3 20237
AFFINITY WEALTH MANAGEMENT LLC 610.32%0.81%1.86%Q1 2019Q3 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Sitrin Capital Management LLC 772.14%3.00%3.49%Q3 2020Q1 20227
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q4 2020Q2 20227
STONNINGTON GROUP, LLC 610.08%0.25%0.58%Q1 2021Q1 20237
Capital Asset Advisory Services LLC 610.03%0.05%0.06%Q4 2019Q4 20217
Hixon Zuercher, LLC 770.48%0.82%1.12%Q1 2021Q3 20227
Sand Hill Global Advisors, LLC 770.01%0.03%0.04%Q3 2020Q1 20227
Atom Investors LP 310.05%0.42%0.70%Q4 2018Q2 20237
SeaBridge Investment Advisors LLC 770.13%0.20%0.34%Q1 2022Q3 20237
Horan Securities, Inc. 520.00%0.00%0.00%Q4 2020Q2 20237
Greytown Advisors Inc. 770.12%0.20%0.26%Q3 2020Q1 20227
PIEDMONT INVESTMENT ADVISORS INC 770.06%0.07%0.09%Q3 2018Q1 20207
NORTHSTAR ASSET MANAGEMENT INC 770.31%1.61%2.12%Q1 2021Q3 20227
Wealth Quarterback LLC 210.00%0.11%0.23%Q1 1987Q1 20237
Capital Wealth Alliance, LLC 610.10%0.28%0.43%Q4 2019Q4 20217
Menard Financial Group LLC 610.23%0.64%1.01%Q2 2020Q1 20227
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.00%0.00%0.01%Q3 2020Q1 20227
Blue Zone Wealth Advisors, LLC 770.08%0.14%0.17%Q3 2020Q1 20227
TTP Investments, Inc. 770.24%0.93%2.94%Q1 2018Q3 20197
PRIO WEALTH LIMITED PARTNERSHIP 770.01%0.01%0.02%Q3 2020Q1 20227
WESTFIELD CAPITAL MANAGEMENT CO LP 310.00%0.22%0.32%Q3 2017Q3 20207
OSTERWEIS CAPITAL MANAGEMENT INC 770.09%0.20%0.32%Q2 2016Q4 20177
CAZ INVESTMENTS LP 770.04%0.17%0.34%Q1 2022Q3 20237
PFG Advisors 770.02%0.04%0.05%Q2 2020Q4 20217
LFA - Lugano Financial Advisors SA 770.00%0.01%0.01%Q1 2022Q3 20237
LOGAN CAPITAL MANAGEMENT INC 610.00%0.00%0.02%Q3 2018Q2 20227
AXIOM INVESTORS LLC /DE 770.05%0.81%1.48%Q3 2020Q1 20227
BRIDGEWAY CAPITAL MANAGEMENT, LLC 430.03%0.07%0.12%Q4 2019Q1 20227
MACROVIEW INVESTMENT MANAGEMENT LLC 510.00%0.00%0.01%Q1 2019Q3 20237
Leucadia National 440.00%0.04%0.09%Q4 2022Q3 20237
Resolute Advisors LLC 770.00%0.02%0.05%Q1 2021Q3 20227
Firestone Capital Management 610.00%0.05%0.08%Q4 2019Q3 20217
Azora Capital LP 432.41%5.17%8.46%Q1 2021Q4 20227
COLONY GROUP LLC 610.00%0.01%0.01%Q4 2019Q1 20227
Pinnacle Bancorp, Inc. 430.00%0.01%0.02%Q1 2019Q3 20227
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%1.12%1.83%Q4 2020Q2 20227
ALLEN HOLDING INC /NY 430.04%0.07%0.11%Q2 2017Q2 20197
Stratos Wealth Advisors, LLC 610.02%0.07%0.11%Q3 2020Q3 20237
HOWARD CAPITAL MANAGEMENT 610.05%0.07%0.11%Q1 2017Q4 20207
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q4 2021Q2 20237
Lattice Capital Management, LLC 770.04%0.21%0.81%Q4 2021Q2 20237
EverSource Wealth Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Melqart Asset Management (UK) Ltd 770.18%0.37%0.54%Q2 2020Q4 20217
Parisi Gray Wealth Management 610.00%0.01%0.03%Q4 2017Q2 20217
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
Spearhead Capital Advisors, LLC 770.04%0.07%0.11%Q2 2020Q4 20217
Advisory Resource Group 770.10%0.13%0.18%Q4 2020Q2 20227
Cornell Pochily Investment Advisors, Inc. 770.08%0.13%0.16%Q3 2020Q1 20227
Costello Asset Management, INC 770.00%0.00%0.00%Q3 2021Q1 20237
Keudell/Morrison Wealth Management 520.07%0.11%0.16%Q4 2021Q3 20237
Sound View Wealth Advisors Group, LLC 770.05%0.07%0.08%Q3 2020Q1 20227
Red Door Wealth Management, LLC 410.01%0.06%0.12%Q1 2020Q3 20237
CRA Financial Services, LLC 770.10%0.17%0.22%Q3 2020Q1 20227
Quadrant Private Wealth Management, LLC 610.09%0.12%0.18%Q2 2020Q1 20227
Neo Ivy Capital Management 310.03%0.26%0.91%Q3 2020Q4 20227
Weaver Consulting Group 770.00%0.02%0.06%Q1 2019Q3 20207
Cooper Financial Group 770.07%0.09%0.11%Q2 2020Q4 20217
TrinityPoint Wealth, LLC 770.06%0.08%0.10%Q2 2020Q4 20217
Claret Asset Management Corp 610.04%0.06%0.07%Q3 2020Q2 20237
ShawSpring Partners LLC 778.83%15.54%19.16%Q2 2020Q4 20217
Independence Bank of Kentucky 770.00%0.02%0.06%Q3 2021Q1 20237
12 West Capital Management LP 771.86%3.45%4.44%Q2 2020Q4 20217
Altimeter Capital Management 520.05%0.97%1.78%Q4 2016Q1 20217
SJS Investment Consulting Inc. 520.00%0.00%0.02%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.04%0.07%Q1 2022Q3 20237
NewSquare Capital LLC 410.00%0.02%0.06%Q2 2018Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
Crestwood Advisors Group, LLC 420.01%0.01%0.01%Q3 2019Q3 20216
Codex Capital, L.L.C. 660.17%0.38%0.54%Q3 2020Q4 20216
CPWM, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
Forum Financial Management, LP 410.01%0.01%0.01%Q4 2021Q3 20236
BBVA USA Bancshares, Inc. 410.00%0.02%0.03%Q2 2019Q1 20216
Beaton Management Co. Inc. 660.13%0.21%0.26%Q4 2020Q1 20226
Vestmark Advisory Solutions, Inc. 660.04%0.11%0.16%Q1 2021Q2 20226
SYMPHONY ASSET MANAGEMENT LLC 660.05%0.08%0.11%Q3 2016Q4 20176
Abbrea Capital, LLC 510.05%0.11%0.13%Q2 2020Q4 20216
Insight Advisors, LLC/ PA 660.12%0.29%0.44%Q4 2020Q1 20226
Teilinger Capital Ltd. 210.01%0.16%0.65%Q1 2021Q2 20226
Quad-Cities Investment Group, LLC 210.00%0.13%0.32%Q2 2018Q3 20216
Dana Investment Advisors, Inc. 420.01%0.11%0.24%Q1 2019Q1 20216
ROYCE & ASSOCIATES LP 660.01%0.02%0.04%Q1 2017Q2 20186
HBK INVESTMENTS L P 210.00%0.02%0.05%Q1 2017Q4 20216
Aurora Private Wealth, Inc. 660.10%0.15%0.27%Q1 2020Q2 20216
First Heartland Consultants, Inc. 660.01%0.04%0.07%Q4 2020Q1 20226
Mawer Investment Management Ltd. 660.12%0.25%0.30%Q2 2020Q3 20216
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 660.05%0.08%0.09%Q3 2020Q4 20216
Canvas Wealth Advisors, LLC 660.10%0.45%1.10%Q3 2021Q4 20226
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.02%0.08%Q1 2018Q3 20196
Lowe Wealth Advisors, LLC 660.01%0.01%0.01%Q3 2022Q4 20236
Athanor Capital, LP 210.02%0.05%0.07%Q1 2019Q1 20216
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.00%0.00%0.01%Q1 2021Q2 20226
Landsberg, Bennett, & Dubbaneh LLC 330.04%0.10%0.22%Q2 2019Q3 20216
RIVERPARK CAPITAL MANAGEMENT LLC 661.53%2.09%2.44%Q1 2021Q2 20226
Leonetti & Associates, LLC 660.86%1.57%2.42%Q3 2017Q4 20186
GIRARD PARTNERS LTD. 510.02%0.04%0.05%Q3 2018Q3 20216
First Personal Financial Services 660.00%0.00%0.01%Q1 2018Q2 20196
Oxler Private Wealth LLC 420.01%0.08%0.13%Q4 2020Q3 20226
Quantitative Systematic Strategies LLC 410.06%0.09%0.17%Q2 2016Q2 20216
Rice Partnership, LLC 660.06%0.10%0.12%Q3 2020Q4 20216
Pitti Group Wealth Management, LLC 420.27%0.35%0.41%Q4 2021Q3 20236
Jump Financial, LLC 310.01%0.12%0.24%Q3 2020Q3 20236
RWA WEALTH PARTNERS, LLC 660.00%0.03%0.05%Q1 2017Q2 20186
State of Wyoming 660.01%0.11%0.25%Q1 2021Q2 20226
Quantinno Capital Management LP 510.02%0.11%0.50%Q1 2020Q3 20236
Shay Capital LLC 330.02%0.06%0.17%Q3 2021Q1 20226
China Universal Asset Management Co., Ltd. 660.43%0.61%1.02%Q4 2021Q1 20236
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.05%0.28%0.51%Q2 2021Q2 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Bard Financial Services, Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
ICA Group Wealth Management, LLC 660.07%0.12%0.15%Q1 2022Q2 20236
Baillie Gifford 510.00%0.01%0.01%Q4 2020Q3 20236
Baron Financial Group, LLC 660.02%0.03%0.03%Q3 2020Q4 20216
Byrne Asset Management LLC 660.00%0.01%0.03%Q4 2021Q1 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
SPOT TRADING L.L.C. 220.03%0.05%0.08%Q2 2017Q3 20176
InterOcean Capital, LLC 660.04%0.06%0.07%Q4 2018Q1 20206
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20206
Quantum Private Wealth, LLC 660.14%0.20%0.30%Q4 2021Q1 20236
LGT Group Foundation 660.04%0.14%0.32%Q4 2021Q1 20236
Capital Investment Advisors, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
Adalta Capital Management LLC 660.05%0.45%1.28%Q1 2021Q2 20226
BAROMETER CAPITAL MANAGEMENT INC. 310.54%0.74%1.11%Q4 2015Q4 20206
INTECH INVESTMENT MANAGEMENT LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Invictus RG 210.00%1.49%7.23%Q2 2016Q3 20216
Oribel Capital Management, LP 210.06%0.46%1.49%Q4 2019Q1 20226
Advisors Capital Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.01%0.02%0.03%Q1 2018Q2 20196
MRA Advisory Group 660.16%0.26%0.31%Q4 2020Q1 20226
Russell Clark Investment Management Ltd 661.19%1.53%1.94%Q2 2020Q3 20216
Wealthsimple US, Ltd. 660.26%0.33%0.44%Q4 2019Q1 20216
3G Capital Partners 661.05%5.16%7.17%Q2 2020Q3 20216
DOWLING & YAHNKE LLC 660.01%0.02%0.03%Q4 2020Q1 20226
BNC WEALTH MANAGEMENT, LLC 661.14%1.84%2.20%Q3 2020Q4 20216
Clarius Group, LLC 660.03%0.04%0.04%Q4 2020Q1 20226
Cardan Capital Partners, LLC 660.54%0.87%1.01%Q2 2020Q3 20216
Modus Advisors, LLC 660.37%0.59%0.68%Q1 2021Q2 20226
PARADIGM ASSET MANAGEMENT CO LLC 660.05%0.11%0.15%Q4 2020Q1 20226
Jupiter Investment Management Ltd 220.00%0.01%0.01%Q1 2017Q1 20196
BTG Pactual Global Asset Management Ltd 210.72%0.93%1.08%Q1 2020Q1 20226
Polar Asset Management Partners Inc. 310.04%0.12%0.26%Q2 2020Q3 20236
HORAN CAPITAL MANAGEMENT 660.04%0.14%0.21%Q4 2017Q1 20196
Black Swift Group, LLC 420.00%0.06%0.32%Q2 2018Q4 20196
NWAM LLC 660.02%0.02%0.03%Q4 2020Q1 20226
Wagner Wealth Management, LLC 420.01%0.03%0.07%Q1 2021Q3 20226
Systematic Alpha Investments, LLC 330.00%0.01%0.02%Q1 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Research Global Investors 660.00%0.11%0.29%Q3 2021Q4 20226
KORNITZER CAPITAL MANAGEMENT INC /KS 510.02%0.14%0.19%Q1 2019Q2 20216
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Shamrock Asset Management LLC 510.00%0.06%0.36%Q1 2018Q3 20196
Zuckerman Investment Group, LLC 660.04%0.05%0.07%Q4 2020Q1 20226
IPG Investment Advisors LLC 310.04%0.07%0.08%Q3 2017Q2 20226
Americana Partners, LLC 510.02%0.18%0.30%Q4 2019Q4 20216
Crawford Lake Capital Management, LLC 210.45%1.96%4.70%Q1 2017Q4 20216
OAKBROOK INVESTMENTS LLC 660.02%0.04%0.07%Q1 2018Q2 20196
FULTON BANK, N.A. 660.02%0.04%0.05%Q3 2020Q4 20216
Visionary Wealth Advisors 420.02%0.03%0.04%Q1 2021Q2 20236
NovaPoint Capital, LLC 660.11%0.13%0.14%Q4 2020Q1 20226
Axel Capital Management, LLC 661.18%4.72%7.24%Q2 2020Q3 20216
NIA IMPACT ADVISORS, LLC 660.63%2.50%3.18%Q4 2020Q1 20226
Stonebridge Capital Advisors LLC 510.00%0.00%0.00%Q3 2021Q1 20236
Trellus Management Company, LLC 410.40%0.61%0.82%Q1 2018Q3 20236
MOTCO 510.00%0.25%0.50%Q2 2019Q3 20226
D1 Capital Partners L.P. 511.08%1.39%1.95%Q4 2021Q3 20236
Alight Capital Management LP 510.49%0.79%1.32%Q1 2019Q2 20216
Draper Asset Management, LLC 440.00%0.25%0.39%Q2 2021Q1 20226
Winslow Capital Management, LLC 660.36%1.19%1.58%Q3 2020Q4 20216
MEANS INVESTMENT CO., INC. 660.05%0.07%0.10%Q3 2020Q4 20216
Gordian Capital Singapore Pte Ltd 660.00%0.00%0.01%Q2 2022Q3 20236
Maytus Capital Management, LLC 210.38%1.54%3.93%Q3 2019Q3 20236
LONG WALK MANAGEMENT LP 514.52%10.21%16.24%Q2 2021Q3 20236
Kingfisher Capital LLC 660.55%0.79%0.94%Q2 2020Q3 20216
Virtu KCG Holdings LLC 510.00%0.03%0.06%Q4 2015Q2 20176
Holloway Wealth Management, LLC 660.00%0.01%0.01%Q2 2020Q3 20216
Patten Group, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Monaco Asset Management SAM 210.20%0.42%0.54%Q4 2019Q1 20226
SIMON QUICK ADVISORS, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
ROPES WEALTH ADVISORS LLC 660.03%0.04%0.06%Q4 2020Q1 20226
Silicon Valley Capital Partners 420.00%0.06%0.23%Q4 2020Q3 20236
ProShare Advisors LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Resource Management, LLC 660.05%0.07%0.08%Q3 2020Q4 20216
HORIZON FINANCIAL SERVICES, LLC 660.02%0.04%0.05%Q3 2020Q4 20216
FIRST HAWAIIAN BANK 420.00%0.03%0.06%Q3 2018Q4 20216
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.18%0.29%Q4 2019Q3 20236
PINNACLE FINANCIAL PARTNERS INC 510.00%0.03%0.05%Q2 2018Q3 20226
RiverPark Advisors, LLC 660.16%0.76%1.18%Q1 2021Q2 20226
HWG Holdings LP 510.00%1.60%3.65%Q1 2018Q4 20236
PFS Partners, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MALTESE CAPITAL MANAGEMENT LLC 410.19%0.68%1.14%Q1 2020Q4 20215
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Intrua Financial, LLC 550.08%0.15%0.20%Q1 2021Q1 20225
Spyglass Capital Management LLC 553.94%4.88%6.10%Q2 2020Q2 20215
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
Sowa Financial Group, Inc. 550.01%0.01%0.02%Q4 2019Q4 20205
Essex Financial Services, Inc. 550.02%0.05%0.10%Q1 2021Q1 20225
Benin Management CORP 550.06%0.09%0.11%Q4 2016Q4 20175
Yorktown Management & Research Co Inc 410.20%0.25%0.42%Q4 2020Q1 20225
Hayden Royal, LLC 410.12%0.35%0.57%Q3 2020Q4 20215
BlackRock Investment Management, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
COMMONWEALTH BANK OF AUSTRALIA 550.00%0.00%0.00%Q2 2018Q2 20195
Aquatic Capital Management LLC 210.06%0.44%0.75%Q1 2022Q3 20235
HIGHLAND CAPITAL MANAGEMENT, LLC 410.02%0.05%0.09%Q3 2018Q3 20215
Berkeley Capital Partners, LLC 550.25%0.27%0.30%Q1 2019Q1 20205
Fulcrum Asset Management LLP 550.14%0.40%0.72%Q1 2021Q1 20225
Cornerstone Advisory, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
Versor Investments LP 320.03%0.12%0.30%Q2 2017Q2 20215
UNITED MARITIME CAPITAL LLC 550.37%0.50%0.74%Q1 2021Q1 20225
Vectors Research Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
MADDEN SECURITIES Corp 410.00%0.84%1.38%Q1 2021Q4 20225
Pacific Wealth Strategies Group, Inc. 550.35%0.56%0.68%Q4 2020Q4 20215
CLOVERFIELDS CAPITAL GROUP, LP 550.31%0.44%0.68%Q3 2021Q3 20225
Honeycomb Asset Management LP 212.12%3.24%5.86%Q3 2021Q1 20235
Bordeaux Wealth Advisors LLC 550.10%0.15%0.19%Q4 2020Q4 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HEADINVEST, LLC 410.01%0.05%0.06%Q4 2020Q3 20235
Silvant Capital Management LLC 550.08%0.17%0.38%Q2 2018Q2 20195
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
CAXTON ASSOCIATES LP 210.00%0.03%0.09%Q2 2017Q1 20225
IAM Advisory, LLC 320.28%0.44%0.56%Q4 2020Q1 20225
XTX Topco Ltd 210.06%0.13%0.24%Q1 2021Q3 20235
DUALITY ADVISERS, LP 210.09%0.25%0.35%Q4 2020Q3 20235
JGP Wealth Management, LLC 410.04%0.06%0.08%Q4 2020Q1 20225
TITLEIST CAPITAL, LLC 550.21%0.29%0.39%Q4 2021Q4 20225
Think Investments LP 552.00%4.49%6.53%Q3 2022Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 550.15%0.20%0.21%Q4 2020Q4 20215
Keel Point, LLC 550.03%0.03%0.05%Q1 2021Q1 20225
Banco BTG Pactual S.A. 550.21%0.43%0.74%Q1 2021Q1 20225
AQR Arbitrage LLC 320.02%0.08%0.15%Q2 2017Q3 20195
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.02%0.03%0.06%Q3 2020Q3 20215
black-and-white Capital LP 210.42%1.60%2.84%Q4 2017Q4 20205
AMG National Trust Bank 550.01%0.01%0.01%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
MV CAPITAL MANAGEMENT, INC. 320.00%0.00%0.00%Q2 2021Q3 20235
Howard Capital Management Group, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
Junson Asset Management (Hong Kong) Ltd 411.30%1.50%1.74%Q4 2020Q2 20225
Community Bank, N.A. 310.00%0.00%0.01%Q4 2020Q3 20225
ENGINE NO. 1 LLC 550.09%7.36%14.09%Q4 2020Q4 20215
Ardmore Road Asset Management LP 551.00%3.81%10.03%Q2 2022Q2 20235
ADELL HARRIMAN & CARPENTER INC 550.02%0.05%0.06%Q4 2020Q4 20215
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Financial Engines Advisors L.L.C. 550.01%0.01%0.02%Q2 2020Q2 20215
Elkfork Partners LLC 320.00%0.01%0.01%Q2 2017Q3 20195
ABNER HERRMAN & BROCK LLC 550.24%0.89%1.43%Q4 2020Q4 20215
SAMLYN CAPITAL, LLC 110.08%0.83%1.83%Q3 2019Q2 20235
Tyers Asset Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
Sovarnum Capital L.P. 410.34%0.71%1.60%Q1 2019Q3 20215
Meadow Creek Investment Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
JUMP TRADING, LLC 110.01%0.10%0.24%Q2 2019Q2 20205
Glen Harbor Capital Management LLC 320.00%0.01%0.01%Q2 2017Q3 20195
AXS Investments LLC 210.31%0.41%0.69%Q4 2021Q2 20235
FULTON BREAKEFIELD BROENNIMAN LLC 410.04%0.06%0.07%Q3 2020Q4 20215
WealthTrust-Arizona, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Assured Investment Management LLC 410.00%0.03%0.07%Q1 2017Q2 20185
CHATHAM CAPITAL GROUP, INC. 550.05%0.06%0.08%Q4 2020Q4 20215
NORTHWEST INVESTMENT COUNSELORS, LLC 550.00%0.02%0.03%Q3 2022Q3 20235
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
Machina Capital S.A.S. 210.04%0.18%0.41%Q1 2019Q2 20235
Woodson Capital Management, LP 550.19%0.73%0.95%Q2 2022Q2 20235
Laidlaw Wealth Management LLC 410.05%0.11%0.20%Q4 2020Q1 20225
GAM Holding AG 210.01%0.33%0.64%Q2 2018Q1 20235
SkyOak Wealth, LLC 410.07%0.12%0.30%Q2 2020Q3 20215
Tributary Capital Management, LLC 550.10%0.17%0.32%Q2 2019Q2 20205
B & T Capital Management DBA Alpha Capital Management 550.06%0.41%0.60%Q3 2020Q3 20215
Zenyatta Capital Management LP 320.47%1.75%2.95%Q4 2021Q1 20235
Summit Trail Advisors, LLC 320.00%0.02%0.05%Q4 2017Q4 20215
DIXON HUBARD FEINOUR & BROWN INC/VA 550.02%0.04%0.07%Q1 2021Q1 20225
BLACKROCK ADVISORS LLC 550.02%0.03%0.06%Q4 2015Q4 20165
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q4 2015Q4 20165
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 320.00%0.00%0.00%Q4 2018Q2 20225
Octahedron Capital Management L.P. 412.04%2.73%3.89%Q4 2021Q3 20235
Ridgewood Investments LLC 320.09%0.15%0.20%Q3 2020Q2 20235
Psagot Value Holdings Ltd. 210.00%0.06%0.23%Q4 2018Q3 20215
Lineweaver Wealth Advisors, LLC 550.11%0.12%0.14%Q1 2021Q1 20225
Malaga Cove Capital, LLC 550.21%0.39%0.77%Q2 2019Q2 20205
IVC Wealth Advisors LLC 550.18%0.22%0.24%Q1 2021Q1 20225
Bridgewater Advisors Inc. 550.06%0.25%0.44%Q2 2021Q2 20225
Firsthand Capital Management, Inc. 550.42%0.81%1.00%Q1 2019Q1 20205
BLOOM TREE PARTNERS, LLC 552.26%6.29%9.38%Q4 2018Q4 20195
Freedom Investment Management, Inc. 550.05%0.11%0.14%Q1 2021Q1 20225
Cassady Schiller Wealth Management, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
Evercore Wealth Management, LLC 410.00%0.01%0.01%Q4 2020Q1 20225
Oxbow Advisors, LLC 550.03%0.05%0.06%Q4 2020Q4 20215
Lehman & Derafelo Financial Resources LLC 220.05%0.31%0.52%Q2 2020Q3 20205
Prana Capital Management, LP 210.06%0.24%0.72%Q2 2021Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
ArchPoint Investors 550.00%0.01%0.01%Q2 2017Q2 20185
Wealth Management Partners, LLC 550.22%0.24%0.26%Q1 2021Q1 20225
Alta Wealth Advisors LLC 410.24%0.91%1.54%Q4 2020Q3 20225
Princeton Global Asset Management LLC 410.00%0.01%0.01%Q2 2019Q3 20225
DONALDSON CAPITAL MANAGEMENT, LLC 550.01%0.02%0.04%Q4 2020Q4 20215
Waldron Private Wealth LLC 410.01%0.02%0.02%Q4 2020Q1 20225
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.11%0.27%Q4 2018Q3 20235
Decatur Capital Management, Inc. 550.30%0.54%0.98%Q1 2021Q1 20225
BOSTON ADVISORS LLC 550.09%0.26%0.42%Q4 2016Q4 20175
OMERS ADMINISTRATION Corp 210.03%0.08%0.16%Q4 2015Q3 20235
BlackRock Group LTD 550.00%0.01%0.01%Q4 2015Q4 20165
Metis Global Partners, LLC 410.02%0.04%0.05%Q1 2022Q3 20235
Steward Financial Group LLC 320.00%0.01%0.01%Q4 2021Q3 20235
Field & Main Bank 550.01%0.37%0.53%Q1 2021Q1 20225
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
AMS Capital Ltda 551.60%2.40%4.22%Q4 2020Q4 20215
Icon Wealth Partners, LLC 210.00%0.01%0.01%Q4 2017Q2 20235
Redhawk Wealth Advisors, Inc. 410.05%0.18%0.29%Q2 2019Q3 20215
Crosspoint Capital Strategies, LLC 323.02%3.46%4.10%Q2 2017Q3 20185
Sandbox Financial Partners, LLC 550.19%0.30%0.35%Q4 2020Q4 20215
Cinctive Capital Management LP 310.07%0.17%0.31%Q4 2020Q3 20235
Formidable Asset Management, LLC 310.04%0.10%0.20%Q2 2019Q2 20215
Legacy Advisors, LLC 320.01%0.01%0.02%Q1 2018Q2 20195
ANGLEPOINT ASSET MANAGEMENT, LTD. 550.05%3.23%7.58%Q4 2019Q4 20205
ORSER CAPITAL MANAGEMENT, LLC 550.86%1.12%1.28%Q3 2020Q3 20215
Contour Asset Management LLC 211.50%3.41%6.10%Q2 2019Q3 20235
VICUS CAPITAL 550.04%0.05%0.06%Q3 2020Q3 20215
ASB Consultores, LLC 320.09%0.16%0.23%Q4 2021Q1 20235
Alta Advisers Ltd 550.04%0.06%0.07%Q3 2022Q3 20235
Meridian Wealth Advisors, LLC 550.06%0.09%0.12%Q2 2022Q2 20235
MMBG INVESTMENT ADVISORS CO. 550.15%0.17%0.20%Q4 2021Q4 20225
State of Tennessee, Treasury Department 210.01%0.01%0.02%Q2 2017Q4 20195
Canton Hathaway, LLC 410.00%0.02%0.06%Q3 2019Q4 20215
Timpani Capital Management LLC 550.58%0.84%1.08%Q1 2017Q1 20185
Selective Wealth Management, Inc. 550.01%0.02%0.02%Q3 2021Q3 20225
Aequim Alternative Investments LP 551.10%1.57%2.14%Q4 2018Q4 20195
FOUNDERS FINANCIAL SECURITIES LLC 410.05%0.07%0.10%Q2 2020Q3 20215
Altman Advisors, Inc. 550.19%0.68%1.00%Q4 2020Q4 20215
Ilmarinen Mutual Pension Insurance Co 550.04%0.07%0.11%Q4 2021Q4 20225
Soros Fund Management 210.01%0.17%0.31%Q4 2016Q3 20235
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.17%0.70%1.38%Q4 2017Q4 20185
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
Allred Capital Management, LLC 310.00%0.12%0.20%Q4 2018Q1 20215
CMH Wealth Management LLC 550.88%1.65%2.51%Q4 2018Q4 20195
Sculptor Capital LP 110.01%0.04%0.10%Q1 2016Q3 20225
U.S. Capital Wealth Advisors, LLC 410.01%0.02%0.04%Q3 2021Q4 20225
Cavalier Investments, LLC 320.27%0.44%0.52%Q4 2018Q3 20215
Brookfield Asset Management 550.01%0.02%0.04%Q2 2022Q2 20235
Altshuler Shaham Ltd 550.00%0.00%0.01%Q3 2020Q3 20215
SECOR Capital Advisors, LP 210.04%0.11%0.14%Q1 2017Q1 20194
Bell Bank 440.03%0.03%0.03%Q4 2020Q3 20214
EMERALD ADVISERS, LLC 310.01%0.01%0.02%Q1 2018Q2 20214
Pekin Hardy Strauss, Inc. 440.07%0.07%0.08%Q4 2020Q3 20214
ROTHSCHILD INVESTMENT LLC /IL 440.15%0.36%0.59%Q3 2021Q2 20224
GRIES FINANCIAL LLC 440.48%0.55%0.64%Q1 2021Q4 20214
CIBC WORLD MARKETS CORP 210.06%0.11%0.18%Q2 2019Q4 20224
WCM INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
HOWLAND CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q2 2021Q1 20224
FIRST FOUNDATION ADVISORS 440.02%0.12%0.25%Q1 2018Q4 20184
BOURGEON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20204
FIRST CITIZENS BANK & TRUST CO 220.02%0.10%0.17%Q1 2019Q4 20214
Nationwide Fund Advisors 440.02%0.05%0.07%Q4 2016Q3 20174
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.02%0.05%Q2 2021Q3 20234
PROFFITT & GOODSON INC 440.03%0.04%0.06%Q1 2022Q4 20224
DUPONT CAPITAL MANAGEMENT CORP 220.01%0.02%0.02%Q1 2019Q2 20214
UBS OCONNOR LLC 310.01%0.06%0.09%Q2 2018Q2 20194
WESTWOOD HOLDINGS GROUP INC 440.01%0.01%0.02%Q1 2022Q4 20224
STEEL GROVE CAPITAL ADVISORS, LLC 440.07%0.09%0.11%Q1 2018Q4 20184
CADENCE CAPITAL MANAGEMENT LLC 310.02%0.04%0.05%Q1 2016Q2 20174
STEADFAST CAPITAL MANAGEMENT LP 441.10%1.69%2.02%Q1 2021Q4 20214
GUARDIAN CAPITAL LP 310.00%0.01%0.01%Q4 2018Q3 20214
MILES CAPITAL, INC. 440.15%0.23%0.31%Q2 2018Q1 20194
OVERSEA-CHINESE BANKING Corp Ltd 440.24%0.30%0.36%Q4 2022Q3 20234
Oasis Management Co Ltd. 220.01%0.05%0.11%Q1 2022Q2 20224
Ironwood Investment Counsel, LLC 440.07%0.08%0.09%Q4 2020Q3 20214
First Pacific Advisors, LP 440.00%0.00%0.00%Q4 2020Q3 20214
Ionic Capital Management LLC 110.11%0.17%0.31%Q1 2020Q1 20234
Employees Retirement System of Texas 440.01%0.05%0.08%Q3 2020Q2 20214
AVIANCE CAPITAL MANAGEMENT, LLC 310.01%0.01%0.02%Q3 2016Q3 20174
Chanos & Co LP 330.37%0.61%1.18%Q4 2022Q2 20234
GTS SECURITIES LLC 220.03%0.06%0.11%Q2 2023Q3 20234
Convergence Investment Partners, LLC 210.12%0.18%0.22%Q2 2016Q2 20234
NorthCoast Asset Management LLC 440.02%0.04%0.04%Q4 2020Q3 20214
Cypress Wealth Advisors LLC 440.33%1.12%3.27%Q3 2016Q2 20174
Ipswich Investment Management Co., Inc. 210.00%0.03%0.05%Q1 2016Q3 20214
ZEKE CAPITAL ADVISORS, LLC 440.06%0.06%0.08%Q1 2022Q4 20224
TPG Group Holdings (SBS) Advisors, Inc. 440.03%0.05%0.07%Q4 2016Q3 20174
Wellington Shields Capital Management, LLC 440.02%0.03%0.03%Q4 2020Q3 20214
Consulta Ltd 444.28%5.28%6.81%Q2 2021Q1 20224
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.08%0.15%0.23%Q2 2021Q1 20224
AlpInvest Partners B.V. 313.23%6.04%8.08%Q4 2018Q1 20204
Main Street Research LLC 440.19%0.62%1.05%Q1 2021Q4 20214
Stelac Advisory Services LLC 440.05%0.13%0.23%Q4 2020Q3 20214
Boston Trust Walden Corp 440.00%0.00%0.00%Q4 2020Q3 20214
Lombard Odier Asset Management (Switzerland) SA 210.04%0.06%0.11%Q3 2020Q4 20214
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 440.02%0.03%0.07%Q1 2019Q4 20194
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
Liontrust Investment Partners LLP 310.09%0.21%0.33%Q4 2020Q1 20224
Samalin Investment Counsel, LLC 310.25%0.26%0.28%Q4 2019Q1 20214
Ascent Wealth Partners, LLC 440.10%0.21%0.25%Q1 2021Q4 20214
WealthStone, Inc. 310.00%0.08%0.12%Q2 2019Q1 20214
Trivest Advisors Ltd 310.06%2.09%5.61%Q4 2020Q2 20234
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 220.03%0.04%0.08%Q2 2019Q3 20204
Ratan Capital Management LP 310.40%1.10%1.60%Q1 2021Q2 20224
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
RIVERHEAD CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q2 2017Q3 20194
Alpha Family Trust 440.24%4.55%14.58%Q4 2021Q3 20224
Kinneret Advisory, LLC 440.05%0.07%0.08%Q4 2022Q3 20234
ICONIQ Capital, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Cunning Capital Partners, LP 441.06%3.84%4.80%Q4 2020Q3 20214
Tuttle Capital Management, LLC 310.11%0.20%0.29%Q2 2020Q2 20214
Riverview Trust Co 440.01%0.02%0.02%Q2 2022Q1 20234
GUARDIAN POINT CAPITAL, LP 220.62%0.63%0.65%Q4 2015Q1 20164
Plancorp, LLC 440.02%0.04%0.06%Q4 2020Q3 20214
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2018Q4 20214
BECK CAPITAL MANAGEMENT, LLC 110.16%0.60%1.08%Q3 2018Q3 20214
Ion Asset Management Ltd. 310.10%0.15%0.22%Q2 2019Q1 20234
SCHOLTZ & COMPANY, LLC 440.16%0.22%0.27%Q4 2020Q3 20214
One River Asset Management, LLC 220.00%0.06%0.21%Q4 2022Q1 20234
FormulaFolio Investments, LLC 220.01%0.02%0.04%Q1 2019Q4 20204
Melvin Capital Management LP 210.26%0.70%1.58%Q1 2017Q3 20214
Industrial Alliance Investment Management Inc. 220.00%0.01%0.02%Q4 2021Q3 20234
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
Bison Wealth, LLC 210.10%0.12%0.15%Q3 2018Q4 20194
Otter Creek Advisors, LLC 310.39%0.76%1.10%Q2 2018Q1 20224
EastBay Asset Management, LLC 442.63%3.55%4.82%Q4 2016Q3 20174
Pensionmark Financial Group, LLC 210.05%0.05%0.05%Q4 2020Q1 20224
Grove Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
Venturi Wealth Management, LLC 310.01%0.02%0.02%Q1 2022Q3 20234
WESPAC Advisors SoCal, LLC 310.01%0.16%0.23%Q1 2019Q3 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
YorkBridge Wealth Partners, LLC 440.06%0.08%0.11%Q4 2020Q3 20214
PIER 88 INVESTMENT PARTNERS LLC 440.14%0.15%0.18%Q2 2017Q1 20184
Fortis Advisors, LLC 440.00%0.01%0.02%Q1 2021Q4 20214
Summit X, LLC 210.06%0.08%0.13%Q3 2018Q3 20214
Ahrens Investment Partners LLC 310.00%0.01%0.03%Q4 2021Q1 20234
Synergy Asset Management, LLC 440.06%1.56%3.42%Q4 2020Q3 20214
CLEAR STREET LLC 110.06%0.35%0.64%Q3 2022Q2 20234
Quantamental Technologies LLC 210.05%0.28%0.64%Q1 2019Q3 20224
Cordatus Wealth Management LLC 440.42%0.48%0.54%Q2 2020Q1 20214
Strategic Wealth Partners, Ltd. 440.00%0.04%0.16%Q4 2018Q3 20194
KCL Capital, L.P. 440.03%0.81%2.65%Q3 2020Q2 20214
Manning & Napier Group, LLC 440.02%0.05%0.10%Q1 2020Q4 20204
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Clarus Wealth Advisors 220.00%0.06%0.17%Q2 2018Q2 20194
Pactiv General Employee Benefit Trust 440.70%1.09%1.38%Q3 2020Q2 20214
PROFESSIONAL PLANNING 440.36%0.48%0.55%Q4 2020Q3 20214
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.00%0.14%0.27%Q2 2018Q3 20224
Chapman Investment Management, LLC 442.49%3.87%4.51%Q1 2021Q4 20214
SP Asset Management 440.13%0.35%0.45%Q4 2021Q3 20224
Dougherty Wealth Advisers LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Full Sail Capital, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Main Street Financial Solutions, LLC 440.03%0.04%0.04%Q2 2021Q1 20224
Summit Financial, LLC 440.02%0.06%0.11%Q3 2021Q2 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
Human Investing LLC 440.01%0.01%0.01%Q2 2020Q1 20214
London & Capital Asset Management Ltd 440.04%0.05%0.07%Q3 2019Q2 20204
Qtron Investments LLC 440.16%0.17%0.18%Q4 2020Q3 20214
Spouting Rock Asset Management, LLC 440.22%0.40%0.49%Q3 2020Q2 20214
Y-Intercept (Hong Kong) Ltd 210.03%0.13%0.25%Q4 2021Q3 20234
Cornerstone Wealth Group, LLC 440.05%0.08%0.11%Q2 2021Q1 20224
Golden State Wealth Management, LLC 310.01%0.02%0.03%Q1 2019Q1 20204
EPIQ Capital Group, LLC 310.07%0.09%0.13%Q3 2021Q2 20234
Meridian Wealth Partners, LLC 440.01%0.02%0.03%Q2 2020Q1 20214
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
HBW ADVISORY SERVICES LLC 440.06%0.06%0.07%Q1 2021Q4 20214
Gyon Technologies Capital Management, LP 220.28%0.40%0.73%Q1 2021Q4 20224
Meeder Advisory Services, Inc. 440.03%0.05%0.06%Q4 2022Q3 20234
Professional Financial Advisors, LLC 220.10%0.20%0.30%Q3 2020Q4 20214
Paragon Advisors, LLC 440.17%0.47%0.80%Q1 2021Q4 20214
CALIBER WEALTH MANAGEMENT, LLC 441.48%1.81%2.69%Q4 2020Q3 20214
Great Diamond Partners, LLC 310.06%0.07%0.09%Q1 2022Q2 20234
Parcion Private Wealth LLC 440.60%0.71%0.90%Q1 2021Q4 20214
Akaris Global Partners, LP 443.77%5.96%7.89%Q2 2021Q1 20224
Stokes Family Office, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
MAGNOLIA CAPITAL MANAGEMENT LTD 440.03%0.04%0.06%Q4 2021Q3 20224
NWK Group, Inc. 441.57%1.72%2.04%Q4 2020Q3 20214
Regent Peak Wealth Advisors LLC 440.07%0.07%0.08%Q4 2020Q3 20214
PAX Financial Group, LLC 440.08%0.10%0.12%Q1 2021Q4 20214
Tempus Wealth Planning, LLC 310.12%0.18%0.30%Q1 2022Q2 20234
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Paul John Balson 440.16%0.22%0.25%Q1 2020Q4 20204
Standard Family Office LLC 310.00%0.24%0.34%Q4 2020Q3 20224
Elequin Capital, LP 210.00%0.01%0.02%Q1 2022Q2 20234
JACKSON SQUARE CAPITAL, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
OCCUDO QUANTITATIVE STRATEGIES LP 210.12%0.18%0.25%Q1 2021Q4 20224
Navalign, LLC 330.01%0.09%0.12%Q1 2021Q3 20214
B. Metzler seel. Sohn & Co. Holding AG 440.07%0.08%0.08%Q4 2020Q3 20214
Capital CS Group, LLC 440.37%0.76%1.14%Q4 2020Q3 20214
F/M Investments LLC 311.78%2.29%2.55%Q1 2021Q2 20224
Wealth Advisory Solutions, LLC 220.05%0.07%0.10%Q3 2020Q3 20214
Oak Harvest Investment Services 440.92%1.23%1.52%Q1 2021Q4 20214
4J Wealth Management LLC 440.20%0.27%0.29%Q1 2021Q4 20214
InterOcean Capital Group, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Sterling Manor Financial, LLC 440.36%0.46%0.68%Q4 2020Q3 20214
Alcosta Capital Management, Inc. 443.06%3.19%3.31%Q4 2020Q3 20214
FINANCIAL MANAGEMENT NETWORK INC 440.09%0.12%0.13%Q1 2021Q4 20214
Colonial River Wealth Management, LLC 440.09%0.47%1.48%Q4 2020Q3 20214
ADE, LLC 440.04%0.05%0.05%Q4 2020Q3 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 440.14%0.15%0.17%Q4 2020Q3 20214
SkyView Investment Advisors, LLC 440.06%0.10%0.12%Q4 2020Q3 20214
ENCOMPASS WEALTH ADVISORS, LLC 440.06%0.08%0.10%Q2 2021Q1 20224
Ribbit Bullfrog GP II, Ltd. 4415.65%25.66%29.50%Q4 2022Q3 20234
Connectus Wealth, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Better Money Decisions, LLC 310.00%0.02%0.02%Q1 2021Q2 20224
Corsicana & Co. 440.16%0.22%0.32%Q4 2021Q3 20224
Y.D. More Investments Ltd 440.05%0.08%0.12%Q4 2022Q3 20234
Bank of New Hampshire 310.01%0.24%0.37%Q1 2022Q3 20234
CV Advisors LLC 440.24%0.56%0.87%Q4 2021Q3 20224
CenterBook Partners LP 110.04%0.16%0.24%Q4 2021Q3 20234
Derbend Asset Management 440.34%0.45%0.59%Q2 2021Q1 20224
Accurate Wealth Management, LLC 310.02%0.16%0.23%Q2 2021Q4 20224
Householder Group Estate & Retirement Specialist, LLC 110.01%0.04%0.10%Q4 2021Q3 20234
NorthCrest Asset Manangement, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
SORA INVESTORS LLC 441.02%2.10%3.81%Q4 2022Q3 20234
Greenland Capital Management LP 440.08%0.19%0.36%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 220.01%0.01%0.02%Q4 2021Q1 20234
MILESTONE WEALTH, LLC 440.02%0.06%0.14%Q4 2021Q3 20224
Stiles Financial Services Inc 440.18%0.29%0.43%Q4 2021Q3 20224
American Trust 440.02%0.04%0.07%Q4 2021Q3 20224
BCR Wealth Strategies, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
PayPay Securities Corp 440.02%0.07%0.10%Q4 2022Q3 20234
Barrier Capital Management, LLC 442.35%4.11%5.94%Q1 2022Q4 20224
Lloyd Park, LLC 440.34%0.74%1.07%Q4 2021Q3 20224
Red Tortoise LLC 310.00%0.00%0.00%Q3 2021Q2 20234
Harvest Portfolios Group Inc. 440.03%0.04%0.05%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.03%0.33%0.82%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
LAM GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
SP Asset Management LLC 440.30%0.43%0.50%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
DEEPWATER ASSET MANAGEMENT, LLC 445.02%5.28%5.55%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.14%0.17%0.19%Q4 2022Q3 20234
SHERBROOKE PARK ADVISERS LLC 440.21%0.46%0.81%Q4 2022Q3 20234
VIAWEALTH, LLC 440.20%0.42%0.58%Q4 2022Q3 20234
Financial Freedom, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.01%0.02%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.30%0.42%0.48%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 440.22%0.31%0.35%Q4 2022Q3 20234
LBP AM SA 440.01%0.01%0.03%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.00%0.01%0.01%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
SIT INVESTMENT ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
JOHNSON INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q1 2021Q4 20214
LEVEL FOUR FINANCIAL, LLC 440.11%0.15%0.22%Q4 2020Q3 20214
ANGELO GORDON & CO., L.P. 440.25%0.30%0.39%Q1 2021Q4 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
WESBANCO BANK INC 210.01%0.01%0.02%Q2 2021Q3 20234
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.02%0.05%Q1 2016Q4 20204
HERSHEY TRUST CO 310.02%0.03%0.04%Q4 2018Q1 20204
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Candlestick Capital Management LP 110.14%0.52%1.05%Q2 2020Q1 20213
Bollard Group LLC 210.00%0.04%0.12%Q2 2016Q1 20213
JB Capital LLC 330.02%0.03%0.04%Q3 2021Q1 20223
Integrated Wealth Management 330.00%0.00%0.00%Q1 2016Q3 20163
Twelve Points Wealth Management LLC 210.11%0.18%0.31%Q1 2022Q2 20233
Calvert Investment Management, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
FNY Partners Fund LP 210.00%0.01%0.02%Q4 2016Q1 20183
Pinnacle Wealth Management Group, Inc. 330.18%0.30%0.36%Q2 2021Q4 20213
Platform Technology Partners 210.09%0.10%0.11%Q4 2020Q3 20213
KB FINANCIAL PARTNERS, LLC 210.02%0.04%0.05%Q1 2021Q4 20213
Prentice Wealth Management LLC 330.03%0.03%0.04%Q1 2021Q3 20213
Beech Hill Advisors, Inc. 330.89%1.37%1.70%Q4 2021Q2 20223
TIVERTON ASSET MANAGEMENT LLC 330.01%0.01%0.02%Q1 2019Q3 20193
Caerus Investment Advisors, LLC 210.24%0.33%0.43%Q4 2021Q1 20233
Palestra Capital Management LLC 211.18%2.29%3.16%Q3 2020Q2 20213
Ergoteles LLC 210.33%0.86%1.38%Q3 2020Q2 20213
CIM, LLC 330.18%0.26%0.37%Q1 2018Q3 20183
Paragon Capital Management LLC 210.00%0.00%0.00%Q1 2019Q1 20203
SageGuard Financial Group, LLC 330.50%0.51%0.52%Q4 2020Q2 20213
O'Neil Global Advisors, Inc. 331.06%1.31%1.62%Q1 2021Q3 20213
VISTA EQUITY PARTNERS MANAGEMENT, LLC 330.28%1.40%2.11%Q1 2019Q3 20193
Rizvi Traverse Management, LLC 330.88%10.30%28.60%Q4 2015Q2 20163
Benedetti & Gucer, Inc. 330.42%0.45%0.48%Q1 2021Q3 20213
Franchise Capital Ltd 331.14%3.04%4.60%Q1 2021Q3 20213
STONERIDGE INVESTMENT PARTNERS LLC 330.18%0.43%0.73%Q1 2019Q3 20193
Capitolis Advisors LLC 330.05%0.21%0.48%Q4 2020Q2 20213
Summit Financial Wealth Advisors, LLC 330.04%0.06%0.07%Q2 2021Q4 20213
BERYLSON CAPITAL PARTNERS, LLC 112.68%3.17%3.83%Q4 2018Q1 20223
Audent Global Asset Management, LLC 210.27%0.54%0.90%Q3 2022Q3 20233
Brick & Kyle, Associates 330.01%0.01%0.02%Q3 2016Q1 20173
Symphony Financial, Ltd. Co. 210.11%0.21%0.34%Q2 2020Q1 20213
Naviter Wealth, LLC 330.09%0.10%0.10%Q2 2022Q4 20223
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.01%0.02%Q2 2021Q4 20223
Brown Advisory Securities, LLC 330.16%0.19%0.24%Q2 2018Q4 20183
Curi Wealth Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Biltmore Capital Advisors LLC 330.04%0.05%0.06%Q2 2021Q4 20213
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.01%0.02%0.02%Q4 2022Q2 20233
QCM Cayman, Ltd. 210.34%1.21%2.46%Q4 2017Q4 20203
LMR Partners LLP 110.04%0.30%0.59%Q3 2017Q2 20223
TURNER INVESTMENTS LLC 210.21%0.87%1.26%Q1 2016Q1 20173
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.10%0.24%0.34%Q2 2020Q4 20203
Blackhawk Capital Partners LLC. 330.02%0.03%0.03%Q4 2017Q2 20183
Requisite Capital Management, LLC 330.14%0.31%0.52%Q1 2020Q3 20203
Merit Financial Group, LLC 210.01%0.02%0.02%Q2 2021Q2 20233
MYDA Advisors LLC 210.31%0.37%0.47%Q3 2021Q2 20223
Navigation Wealth Management, Inc. 330.04%0.12%0.29%Q1 2021Q3 20213
Pinnacle Holdings, LLC 110.00%0.03%0.06%Q3 2021Q1 20233
Bank of Marin 330.25%0.31%0.41%Q4 2021Q2 20223
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 330.04%0.05%0.05%Q4 2022Q2 20233
PIN OAK INVESTMENT ADVISORS INC 210.00%0.01%0.01%Q2 2019Q4 20203
COLLECTIVE FAMILY OFFICE LLC 330.10%0.10%0.10%Q1 2021Q3 20213
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
New England Research & Management, Inc. 330.36%0.43%0.47%Q4 2018Q2 20193
Verity Asset Management, Inc. 330.13%0.15%0.16%Q1 2021Q3 20213
VIRGINIA RETIREMENT SYSTEMS ET AL 330.04%0.06%0.08%Q3 2020Q1 20213
Joel Isaacson & Co., LLC 330.03%0.03%0.03%Q1 2021Q3 20213
Granite Point Capital Management, L.P. 210.06%0.18%0.36%Q4 2020Q2 20223
TCG Advisory Services, LLC 330.07%0.07%0.08%Q1 2021Q3 20213
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
MARINO, STRAM & ASSOCIATES LLC 210.00%0.02%0.06%Q4 2018Q2 20213
CHICAGO TRUST Co NA 330.06%0.11%0.16%Q2 2021Q4 20213
SECURITY NATIONAL TRUST CO 330.01%0.07%0.18%Q4 2020Q2 20213
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.13%0.18%Q4 2016Q3 20193
Proem Advisors LLC 213.43%4.54%5.99%Q4 2020Q3 20213
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.14%0.17%Q1 2019Q3 20193
NEVILLE RODIE & SHAW INC 330.02%0.03%0.05%Q3 2021Q1 20223
J.P. Marvel Investment Advisors, LLC 330.75%0.81%0.87%Q3 2019Q1 20203
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.01%0.01%Q3 2021Q2 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
PERISCOPE CAPITAL INC. 210.01%0.04%0.06%Q3 2018Q1 20223
Future Financial Wealth Managment LLC 210.09%0.19%0.38%Q4 2020Q1 20223
Busey Bank 210.01%0.01%0.01%Q4 2020Q3 20213
Truepoint, Inc. 210.01%0.02%0.04%Q3 2021Q3 20223
OSTRUM ASSET MANAGEMENT 330.01%0.02%0.03%Q1 2023Q3 20233
Altus Wealth Management, LLC 330.15%0.16%0.17%Q1 2021Q3 20213
Sassicaia Capital Advisers LLC 110.68%2.20%3.90%Q1 2021Q4 20223
Jafra Capital Management LP 330.92%2.00%3.44%Q4 2016Q2 20173
Jabre Capital Partners S.A. 330.02%0.06%0.11%Q4 2017Q2 20183
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
OKABENA INVESTMENT SERVICES INC 210.06%0.32%0.49%Q1 2021Q4 20213
MOORE CAPITAL MANAGEMENT, LP 210.09%0.30%0.69%Q4 2021Q2 20233
Calamos Wealth Management LLC 210.03%0.09%0.20%Q2 2020Q2 20223
DCF Advisers, LLC 220.20%0.49%0.69%Q4 2019Q1 20203
TLW Wealth Management, LLC 210.00%0.92%2.76%Q3 2019Q1 20213
HIGHSIDE GLOBAL MANAGEMENT LLC 331.55%2.64%4.53%Q4 2021Q2 20223
Lenox Wealth Management, Inc. 210.01%0.01%0.02%Q1 2019Q1 20203
MCRAE CAPITAL MANAGEMENT INC 330.07%0.09%0.12%Q3 2021Q1 20223
Unigestion Holding SA 330.02%0.03%0.04%Q4 2020Q2 20213
YHB Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2021Q3 20213
Hoover Financial Advisors, Inc. 330.03%0.03%0.04%Q4 2020Q2 20213
Savant Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Castle Hook Partners LP 110.52%0.81%1.22%Q3 2021Q1 20233
IBEX WEALTH ADVISORS 110.01%0.25%0.74%Q3 2018Q3 20213
McKinley Carter Wealth Services, Inc. 110.04%0.06%0.08%Q1 2018Q1 20193
Jeneq Management LP 330.16%4.12%6.37%Q3 2021Q1 20223
Lombard Odier Asset Management (USA) Corp 210.01%0.02%0.02%Q2 2020Q2 20213
Prosperity Wealth Management, Inc. 110.12%0.19%0.31%Q4 2022Q2 20233
TITLEIST ASSET MANAGEMENT, LLC 330.13%0.18%0.21%Q1 2023Q3 20233
Arabesque Asset Management Ltd 210.52%0.53%0.55%Q2 2020Q4 20213
1776 Wealth LLC 330.01%0.18%0.28%Q4 2019Q2 20203
Yoder Wealth Management, Inc. 331.44%1.92%2.26%Q1 2023Q3 20233
PRW Wealth Management LLC 210.00%0.06%0.13%Q4 2018Q1 20213
Phoenix Holdings Ltd. 330.01%0.02%0.03%Q2 2020Q4 20203
PFG Investments, LLC 330.10%0.14%0.19%Q1 2023Q3 20233
Baldrige Asset Management LLC 330.00%0.01%0.01%Q2 2021Q4 20213
STEVENS CAPITAL MANAGEMENT LP 110.04%0.15%0.31%Q4 2017Q4 20193
CLOUGH CAPITAL PARTNERS L P 110.82%1.28%2.03%Q2 2019Q1 20223
Grey Street Capital, LLC 331.37%1.95%2.57%Q1 2023Q3 20233
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 331.00%1.01%1.03%Q1 2023Q3 20233
Johnson Financial Group, LLC 330.50%0.72%0.92%Q4 2021Q2 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Kelman-Lazarov, Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
RBF Capital, LLC 330.04%0.06%0.08%Q1 2021Q3 20213
Intrinsic Edge Capital Management LLC 330.02%0.10%0.16%Q1 2021Q3 20213
Matisse Capital 330.19%0.23%0.26%Q1 2021Q3 20213
Arbor Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Northeast Financial Group, Inc. 330.14%0.14%0.14%Q1 2021Q3 20213
Linden Thomas Advisory Services, LLC 330.11%0.12%0.12%Q4 2022Q2 20233
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 331.37%1.73%1.99%Q1 2017Q3 20173
Quarry LP 210.01%0.01%0.01%Q4 2022Q3 20233
Full18 Capital LLC 330.63%1.26%1.63%Q2 2021Q4 20213
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
FIRST NATIONAL TRUST CO 330.02%0.05%0.07%Q4 2020Q2 20213
MRP Capital Investments, LLC 330.02%0.05%0.06%Q4 2022Q2 20233
QUEST INVESTMENT MANAGEMENT LLC 330.43%0.45%0.47%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
ING GROEP NV 330.00%0.01%0.01%Q2 2018Q4 20183
Coastal Bridge Advisors, LLC 210.38%0.46%0.59%Q1 2020Q4 20203
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Must Asset Management Inc. 330.58%0.69%0.88%Q1 2022Q3 20223
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
Warther Private Wealth, LLC 330.41%0.63%0.76%Q2 2021Q4 20213
BOENNING & SCATTERGOOD, INC. 330.07%0.08%0.08%Q3 2020Q1 20213
IBERIABANK CORP 210.02%0.03%0.04%Q3 2018Q2 20193
PEAPACK GLADSTONE FINANCIAL CORP 330.00%0.01%0.01%Q3 2021Q1 20223
Cape Investment Advisory, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
DSC Advisors, L.P. 110.09%0.13%0.20%Q4 2019Q1 20223
Par Capital Management 210.02%0.47%0.83%Q1 2022Q3 20233
SFMG, LLC 330.03%0.03%0.04%Q1 2021Q3 20213
ORRSTOWN FINANCIAL SERVICES INC 330.02%0.03%0.03%Q3 2018Q1 20193
AMUSSEN HUNSAKER ASSOCIATES LLC 330.05%0.06%0.06%Q2 2021Q4 20213
GUARDIAN CAPITAL ADVISORS LP 330.03%0.05%0.07%Q2 2019Q4 20193
Brevan Howard Capital Management LP 210.00%0.42%0.84%Q4 2020Q3 20233
LIBRA WEALTH LLC 330.01%0.09%0.14%Q4 2022Q2 20233
Leverage Partners Absolute Return Fund SPC 210.18%0.78%1.18%Q4 2020Q1 20223
SCOPUS ASSET MANAGEMENT, L.P. 110.21%0.55%0.99%Q1 2019Q1 20233
Algebris (UK) Ltd 210.56%0.78%1.16%Q1 2018Q2 20203
Nilsine Partners, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
Sterling Capital Management LLC 330.03%0.03%0.04%Q4 2018Q2 20193
20/20 Capital Management, Inc. 330.09%0.10%0.10%Q4 2020Q2 20213
Appaloosa LP 330.59%0.71%0.81%Q2 2020Q4 20203
Hall Private Wealth Advisors 210.13%0.19%0.24%Q4 2020Q3 20213
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2021Q3 20213
WEDGEWOOD INVESTORS INC /PA/ 330.26%0.27%0.28%Q1 2021Q3 20213
Westend Capital Management, LLC 331.14%1.53%1.86%Q1 2016Q3 20163
Bridgefront Capital, LLC 110.25%0.36%0.58%Q4 2020Q3 20233
Jericho Capital Asset Management L.P. 212.60%3.88%5.55%Q1 2019Q1 20233
Kuvari Partners LLP 2123.15%50.95%100.00%Q2 2021Q3 20223
First PREMIER Bank 330.01%0.01%0.01%Q3 2019Q1 20203
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
LGT Fund Management Co Ltd. 330.07%0.28%0.60%Q4 2021Q2 20223
AlphaMark Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
NZS Capital, LLC 330.63%1.14%1.44%Q2 2021Q4 20213
Mass Ave Global Inc. 210.20%0.31%0.52%Q4 2021Q4 20223
Morton Brown Family Wealth, LLC 210.00%0.08%0.12%Q4 2021Q1 20233
L. Roy Papp & Associates, LLP 330.02%0.04%0.04%Q2 2021Q4 20213
TLP GROUP LLC 210.13%0.21%0.26%Q1 2017Q4 20173
EJF Capital LLC 330.13%0.52%1.31%Q1 2022Q3 20223
Optimal Asset Management, Inc. 330.09%0.09%0.10%Q1 2021Q3 20213
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 330.01%0.03%0.05%Q1 2016Q3 20163
Pinnacle Private Wealth, LLC 330.12%0.21%0.29%Q4 2021Q2 20223
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20213
Ballew Advisors, Inc 330.00%0.01%0.02%Q1 2018Q3 20183
SCHF (GPE), LLC 330.47%0.67%0.99%Q4 2019Q2 20203
Morling Financial Advisors, LLC 330.76%0.79%0.81%Q2 2022Q4 20223
APPLIED RESEARCH INVESTMENTS, LLC 330.78%1.03%1.23%Q2 2021Q4 20213
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
PICTON MAHONEY ASSET MANAGEMENT 330.32%0.40%0.47%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
INCEPTIONR LLC 330.08%0.13%0.21%Q1 2023Q3 20233
M&G INVESTMENT MANAGEMENT LTD 330.00%0.00%0.00%Q1 2021Q3 20213
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Segantii Capital Management Ltd 110.01%0.13%0.19%Q1 2017Q4 20223
DRW SECURITIES, L.L.C. 110.05%0.10%0.16%Q3 2022Q3 20223
Seawolf Capital, LLC 331.74%1.82%1.87%Q3 2016Q1 20173
Apertura Capital, LLC 221.50%1.67%1.85%Q4 2016Q1 20172
Aperture Investors, LLC 110.06%0.28%0.50%Q3 2020Q3 20212
Diametric Capital, LP 110.15%0.37%0.59%Q2 2019Q3 20222
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
DeDora Capital, Inc. 110.12%0.13%0.14%Q3 2021Q1 20222
MPS Loria Financial Planners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.02%0.02%Q2 2018Q4 20222
Ninepoint Partners LP 220.06%0.07%0.08%Q2 2023Q3 20232
Gunderson Capital Management Inc. 223.71%3.84%3.98%Q1 2019Q2 20192
Haafor (Singapore) Pte. Ltd. 110.51%0.89%1.27%Q4 2019Q3 20202
BFSG, LLC 220.15%0.15%0.15%Q4 2020Q1 20212
Conservest Capital Advisors, Inc. 220.02%0.02%0.02%Q2 2021Q3 20212
KENNEDY CAPITAL MANAGEMENT LLC 220.09%0.10%0.11%Q4 2016Q1 20172
Pacifica Partners Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
Narus Financial Partners, LLC 220.13%0.15%0.16%Q4 2022Q1 20232
SCOUT INVESTMENTS, INC. 220.26%0.49%0.71%Q3 2018Q4 20182
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
True Capital Management 221.78%1.86%1.93%Q4 2022Q1 20232
Beirne Wealth Consulting Services, LLC 220.24%0.25%0.25%Q2 2019Q3 20192
GREENWOOD CAPITAL ASSOCIATES LLC 220.58%0.59%0.61%Q4 2020Q1 20212
GenTrust, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Numen Capital LLP 222.83%3.89%4.95%Q4 2018Q1 20192
Polianta Ltd 110.57%0.64%0.71%Q4 2020Q2 20222
Fortis Capital Management LLC 221.03%1.12%1.20%Q2 2021Q3 20212
Clearwater Capital Advisors, LLC 110.02%0.03%0.03%Q1 2021Q3 20212
ThornTree Capital Partners LP 111.46%5.76%10.07%Q3 2019Q3 20212
MFA WEALTH ADVISORS, LLC 220.04%1.05%2.06%Q1 2020Q2 20202
PRECEPT MANAGEMENT LLC 220.51%0.68%0.86%Q4 2016Q1 20172
NIGHTVIEW CAPITAL, LLC 220.51%0.58%0.65%Q1 2020Q2 20202
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
CHOREO, LLC 110.00%0.00%0.01%Q1 2017Q1 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
N.E.W. Advisory Services LLC 220.07%0.07%0.07%Q3 2020Q4 20202
WEALTHSOURCE PARTNERS, LLC 220.02%0.03%0.04%Q3 2020Q4 20202
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.24%0.72%1.20%Q4 2020Q4 20202
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
Threshold Group LLC 220.09%0.10%0.11%Q2 2016Q3 20162
Capstone Financial Group, Inc. 220.04%0.04%0.04%Q2 2020Q3 20202
Revolve Wealth Partners, LLC 220.08%0.09%0.09%Q4 2021Q1 20222
Spotlight Asset Group, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
Zurich Insurance Group Ltd/FI 110.02%0.05%0.09%Q3 2017Q1 20192
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
ANCORA FAMILY WEALTH ADVISORS, LLC 220.04%0.04%0.05%Q2 2016Q3 20162
StrongBox Wealth, LLC 110.12%0.13%0.14%Q4 2020Q4 20212
STRYCKER VIEW CAPITAL LLC 225.04%5.13%5.22%Q2 2021Q3 20212
Community Bank & Trust, Waco, Texas 220.07%0.07%0.07%Q2 2021Q3 20212
Gratus Capital, LLC 220.89%0.90%0.90%Q2 2021Q3 20212
Waypoint Wealth Partners Inc. 220.07%0.07%0.08%Q1 2023Q2 20232
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
Financial Enhancement Group LLC 110.00%0.00%0.00%Q3 2020Q2 20222
Windmill Hill Asset Management Ltd 220.86%1.29%1.72%Q3 2020Q4 20202
Bruderman Asset Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Woodline Partners LP 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthgate Family Office, LLC 220.38%0.54%0.71%Q4 2020Q1 20212
David J Yvars Group 220.16%0.17%0.18%Q2 2021Q3 20212
Arvest Bank Trust Division 220.02%0.02%0.02%Q2 2021Q3 20212
Astrantus Ltd 220.68%0.85%1.02%Q4 2021Q1 20222
GoalVest Advisory LLC 110.00%0.02%0.04%Q4 2020Q1 20232
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
Marshall Financial Group LLC 220.07%0.07%0.08%Q1 2023Q2 20232
Kaizen Financial Strategies 110.21%0.24%0.27%Q4 2020Q4 20222
Alpha DNA Investment Management LLC 220.01%0.53%1.04%Q4 2020Q1 20212
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.24%0.40%0.55%Q1 2017Q1 20202
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Financial Avengers, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
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
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
G2 Investment Partners Management LLC 220.08%0.13%0.17%Q1 2018Q2 20182
Delpha Capital Management, LLC 220.26%0.60%0.93%Q4 2017Q1 20182
Tacita Capital Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Greenwoods Asset Management Hong Kong Ltd. 220.17%0.57%0.98%Q1 2021Q2 20212
ANALYTIC INVESTORS, LLC 220.08%0.13%0.19%Q2 2016Q3 20162
Cerebellum GP, LLC 110.16%0.19%0.21%Q4 2018Q2 20192
KANALY TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
Circle Wealth Management, LLC 220.03%0.03%0.03%Q2 2021Q3 20212
Triatomic Management LP 110.43%0.51%0.59%Q4 2021Q3 20232
Everhart Financial Group, Inc. 220.10%0.10%0.11%Q4 2022Q1 20232
South Shore Capital Advisors 220.68%0.97%1.26%Q4 2020Q1 20212
Rollins Financial 110.07%0.09%0.11%Q2 2021Q1 20222
Rikoon Group, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
MANE GLOBAL CAPITAL MANAGEMENT LP 111.63%2.89%4.14%Q4 2022Q2 20232
Segment Wealth Management, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
GAMBLE JONES INVESTMENT COUNSEL 220.02%0.02%0.03%Q3 2020Q4 20202
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Alaethes Wealth LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Skaana Management L.P. 110.09%0.47%0.85%Q1 2023Q1 20232
Regency Capital Management Inc.\DE 220.00%0.06%0.11%Q2 2021Q3 20212
West Family Investments, Inc. 220.09%0.09%0.10%Q2 2021Q3 20212
Braver Wealth Management, LLC 220.03%0.04%0.04%Q3 2016Q4 20162
AnglePoint Asset Management Ltd 223.90%5.37%6.84%Q2 2022Q3 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEATHERBIE CAPITAL, LLC 110.04%0.04%0.05%Q2 2016Q4 20162
Steadfast Capital Management (UK) Ltd. 222.13%2.38%2.64%Q3 2021Q4 20212
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Knowledge Leaders Capital, LLC 220.76%0.78%0.80%Q4 2022Q1 20232
Kiwi Wealth Investments Limited Partnership 110.09%0.13%0.16%Q1 2020Q2 20232
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
Orland Properties Ltd 220.16%0.16%0.17%Q4 2022Q1 20232
VISTA FINANCE, LLC 220.73%0.84%0.95%Q4 2021Q1 20222
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.01%0.02%Q2 2018Q3 20182
CarsonAllaria Wealth Management, Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
Capricorn Fund Managers Ltd 220.95%1.04%1.13%Q2 2023Q3 20232
Trevian Wealth Management LLC 220.36%0.61%0.86%Q4 2021Q1 20222
Myriad Asset Management Ltd. 110.06%0.40%0.74%Q3 2017Q1 20202
Highview Capital Management LLC/DE/ 110.21%0.22%0.23%Q4 2021Q3 20222
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
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
1620 INVESTMENT ADVISORS, INC. 110.43%0.46%0.50%Q1 2023Q3 20232
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
CORNERCAP INVESTMENT COUNSEL INC 220.17%0.18%0.18%Q2 2023Q3 20232
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
Duquesne Family Office 110.63%0.68%0.74%Q2 2018Q2 20192
CARDIFF PARK ADVISORS, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Peregrine Asset Advisers, Inc. 111.08%1.21%1.34%Q3 2018Q1 20222
GUERRA PAN ADVISORS, LLC 220.27%0.31%0.35%Q4 2021Q1 20222
Corton Capital Inc. 220.14%0.17%0.19%Q1 2023Q2 20232
Parametrica Management Ltd 220.26%0.63%1.00%Q4 2020Q1 20212
Price Wealth, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Partners Group Holding AG 220.02%0.03%0.04%Q3 2021Q4 20212
Mendel Capital Management LLC 220.21%0.22%0.24%Q4 2021Q1 20222
EFG Asset Management (North America) Corp. 220.81%0.81%0.82%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.00%0.01%0.01%Q4 2021Q1 20222
Resurgent Financial Advisors LLC 110.05%0.11%0.17%Q1 2022Q4 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Hall Kathryn A. 110.36%0.76%1.15%Q2 2017Q2 20192
Artal Group S.A. 110.03%0.05%0.08%Q3 2019Q3 20232
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
Orbitronix, LP 220.17%0.20%0.23%Q1 2016Q2 20162
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
Gateway Advisory, LLC 220.05%0.06%0.06%Q4 2020Q1 20212
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.03%0.03%Q3 2018Q2 20202
DecisionPoint Financial, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
Point72 Middle East FZE 110.03%0.14%0.24%Q4 2022Q3 20232
Karpus Management, Inc. 110.01%0.01%0.01%Q3 2018Q1 20212
Hillhouse Capital Management 220.42%0.71%0.99%Q1 2019Q2 20192
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q1 2018Q2 20202
Johnson & White Wealth Management, LLC 220.19%0.93%1.68%Q4 2022Q1 20232
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
RFP Financial Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
PATTEN & PATTEN INC/TN 220.02%0.02%0.02%Q4 2020Q1 20212
Third Point 221.15%1.22%1.30%Q2 2020Q3 20202
Manchester Global Management (UK) Ltd 222.84%2.88%2.93%Q4 2022Q1 20232
TIGER MANAGEMENT L.L.C. 110.16%0.27%0.38%Q3 2020Q2 20212
PRIVATE ASSET MANAGEMENT INC 220.06%0.06%0.06%Q4 2018Q1 20192
IFC Holdings Incorporated/FL 220.02%0.02%0.03%Q3 2017Q4 20172
DENVER INVESTMENT ADVISORS LLC 220.01%0.02%0.02%Q4 2016Q1 20172
Vinva Investment Management Ltd 220.02%0.05%0.08%Q1 2023Q2 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Buck Wealth Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.16%0.21%0.26%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Anson Funds Management LP 110.44%1.56%2.68%Q4 2020Q3 20232
Brouwer & Janachowski, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
York Capital Management Global Advisors, LLC 220.09%0.28%0.47%Q2 2021Q3 20212
B. Riley Financial, Inc. 220.07%0.07%0.08%Q1 2018Q2 20182
EMS Capital LP 220.23%0.49%0.75%Q4 2015Q1 20162
OXFORD ASSET MANAGEMENT LLP 110.15%0.18%0.20%Q2 2019Q4 20192
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
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.01%0.01%0.02%Q1 2022Q2 20222
FNY Managed Accounts LLC 110.16%0.21%0.27%Q1 2017Q4 20172
MEITAV INVESTMENT HOUSE 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
BLB&B Advisors, LLC 110.02%0.02%0.03%Q4 2020Q3 20212
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q2 2022Q1 20232
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
Dorsey & Whitney Trust CO LLC 220.02%0.02%0.02%Q4 2021Q1 20222
MENTA CAPITAL LLC 220.07%0.08%0.09%Q2 2017Q3 20172
Hillsdale Investment Management Inc. 220.02%0.03%0.04%Q2 2023Q3 20232
TIG Advisors, LLC 220.09%0.14%0.20%Q3 2021Q4 20212
Campbell & CO Investment Adviser LLC 110.34%0.45%0.57%Q4 2021Q3 20232
Hound Partners 220.60%0.61%0.62%Q1 2022Q2 20222
FORVIS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
GIRARD SECURITIES, INC. 220.20%0.24%0.28%Q2 2017Q3 20172
JACOBS ASSET MANAGEMENT, LLC 110.36%0.64%0.92%Q4 2016Q4 20212
ClearBridge Investments 220.05%0.06%0.07%Q2 2023Q3 20232
JAMES INVESTMENT RESEARCH INC 110.01%0.01%0.01%Q4 2020Q3 20212
Independent Portfolio Consultants, Inc. 220.07%0.08%0.10%Q1 2017Q2 20172
FIRST QUADRANT LLC/CA 220.00%0.00%0.00%Q3 2018Q4 20182
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
Avalon Global Asset Management LLC 220.37%0.66%0.94%Q1 2022Q2 20222
ProVise Management Group, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
BBVA USA 220.02%0.02%0.03%Q2 2021Q3 20212
Pensionfund DSM Netherlands 220.11%0.14%0.17%Q3 2021Q4 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
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q2 2019Q3 20192
CONTINENTAL ADVISORS LLC 220.94%0.94%0.94%Q4 2020Q1 20212
CALDWELL & ORKIN INC 110.14%0.64%1.15%Q1 2017Q3 20172
Isomer Partners LP 110.72%2.30%3.87%Q4 2018Q4 20182
WealthOne, LLC 110.00%0.04%0.08%Q4 2018Q1 20222
Lee Capital Asset Management LLC 222.04%2.44%2.84%Q2 2019Q3 20192
COWBIRD CAPITAL LP 228.33%9.04%9.76%Q3 2020Q4 20202
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
NKCFO LLC 220.11%0.15%0.18%Q2 2021Q3 20212
EWG Elevate Inc. 110.05%0.06%0.08%Q2 2021Q4 20222
Bell Rock Capital LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Oak Thistle LLC 110.10%0.15%0.20%Q4 2021Q3 20232
MONETTA FINANCIAL SERVICES INC 220.48%0.54%0.60%Q2 2018Q3 20182
Hidden Lake Asset Management LP 111.93%2.43%2.92%Q2 2020Q1 20222
Outlook Wealth Advisors, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
Mount Yale Investment Advisors, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
DAGCO, INC. 220.18%0.19%0.20%Q3 2020Q4 20202
West Branch Capital LLC 220.16%0.27%0.37%Q2 2018Q3 20182
CX Institutional 220.00%0.04%0.08%Q2 2022Q3 20222
Castleview Partners, LLC 110.00%0.01%0.02%Q2 2021Q4 20212
All Terrain Financial Advisors, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Vigilare Wealth Management 110.15%0.20%0.26%Q1 2020Q4 20212
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Newport Wealth Strategies, Inc. 220.27%0.30%0.32%Q1 2019Q2 20192
CMC Financial Group 221.62%1.64%1.66%Q2 2019Q3 20192
Harvest Capital Strategies LLC 220.01%0.02%0.04%Q1 2016Q2 20162
SAGE RHINO CAPITAL LLC 220.08%0.08%0.08%Q1 2021Q2 20212
WATERS PARKERSON & CO., LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Monument Capital Management 220.11%0.12%0.12%Q1 2021Q2 20212
WealthShield Partners, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q2 20182
STANSBERRY ASSET MANAGEMENT, LLC 220.45%0.48%0.51%Q3 2019Q4 20192
Bleichroeder LP 220.05%0.11%0.18%Q4 2021Q1 20222
Avalon Investment & Advisory 220.01%0.01%0.01%Q3 2020Q4 20202
HARBOURVEST PARTNERS LLC 110.14%0.49%0.84%Q4 2017Q4 20192
DG CAPITAL MANAGEMENT INC 111.06%1.06%1.06%Q3 2016Q3 20161
TimesSquare Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Perfromance Wealth Partners, LLC 110.69%0.69%0.69%Q4 2021Q4 20211
Sweet Financial Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Jackson Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Keystone Financial Group 110.05%0.05%0.05%Q3 2021Q3 20211
Camarda Financial Advisors, LLC 110.19%0.19%0.19%Q1 2021Q1 20211
PRIMORIS WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Skylands Capital, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
TEGEAN CAPITAL MANAGEMENT, LLC 113.50%3.50%3.50%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Angeles Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Hickory Lane Capital Management LP 112.95%2.95%2.95%Q1 2021Q1 20211
WEST MICHIGAN ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ocean Capital Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Artemis Investment Management LLP 110.20%0.20%0.20%Q3 2021Q3 20211
ENDICOTT MANAGEMENT CO 110.21%0.21%0.21%Q3 2016Q3 20161
Joseph Group Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
MANA Advisors LLC 110.91%0.91%0.91%Q4 2019Q4 20191
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
Timber Hill LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
One01 Capital, LP 115.18%5.18%5.18%Q4 2020Q4 20201
BREAKLINE CAPITAL LLC 111.08%1.08%1.08%Q4 2020Q4 20201
Edgestream Partners, L.P. 110.04%0.04%0.04%Q1 2023Q1 20231
Intelligent Financial Strategies 110.01%0.01%0.01%Q1 2022Q1 20221
Invenomic Capital Management LP 110.07%0.07%0.07%Q3 2023Q3 20231
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ground Swell Capital, LLC 110.50%0.50%0.50%Q1 2023Q1 20231
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
BIVIN & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
WFG Advisors, LP 110.00%0.00%0.00%Q3 2016Q3 20161
Liberty Mutual Group Asset Management Inc. 110.06%0.06%0.06%Q4 2018Q4 20181
Fortis Group Advisors, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Ibex Investors LLC 110.14%0.14%0.14%Q3 2018Q3 20181
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 111.20%1.20%1.20%Q1 2022Q1 20221
AJO, LP 110.09%0.09%0.09%Q3 2020Q3 20201
Gallagher Fiduciary Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
REGATTA CAPITAL GROUP, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Titan Capital Management, LLC /TX 110.44%0.44%0.44%Q3 2020Q3 20201
CAT ROCK CAPITAL MANAGEMENT LP 113.49%3.49%3.49%Q3 2019Q3 20191
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Accredited Investors Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
WATER ISLAND CAPITAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Axiom Investment Management LLC 110.04%0.04%0.04%Q2 2019Q2 20191
COMMONS CAPITAL, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Sender Co & Partners, Inc. 111.21%1.21%1.21%Q4 2021Q4 20211
Vienna Asset Management LLC 110.52%0.52%0.52%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
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
Leap Investments LP 110.29%0.29%0.29%Q2 2020Q2 20201
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Marcum Wealth, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
HYA Advisors, Inc 110.09%0.09%0.09%Q4 2021Q4 20211
Trustees of Princeton University 115.85%5.85%5.85%Q1 2020Q1 20201
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Portland Ltd 1135.51%35.51%35.51%Q3 2022Q3 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.10%0.10%0.10%Q1 2017Q1 20171
Carr Financial Group Corp 110.09%0.09%0.09%Q1 2023Q1 20231
DAVIDSON KEMPNER PARTNERS 110.13%0.13%0.13%Q1 2023Q1 20231
XY Capital Ltd 111.32%1.32%1.32%Q3 2023Q3 20231
TRANSATLANTIQUE PRIVATE WEALTH LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Catalyst Wealth Management, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Triumph Capital Management 110.37%0.37%0.37%Q2 2021Q2 20211
HHLR ADVISORS, LTD. 110.36%0.36%0.36%Q3 2019Q3 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Brown University 111.61%1.61%1.61%Q2 2020Q2 20201
Advanced Portfolio Management, LLC 111.49%1.49%1.49%Q3 2023Q3 20231
OPTIONS SOLUTIONS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Bronson Point Management LLC 111.57%1.57%1.57%Q3 2021Q3 20211
PATTON ALBERTSON MILLER GROUP, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
NexWave Capital Partners LLC 110.54%0.54%0.54%Q4 2021Q4 20211
Intercontinental Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
DRIVE WEALTH MANAGEMENT, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Ascendant Capital Management, LLC 110.82%0.82%0.82%Q3 2021Q3 20211
Ovata Capital Management Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
Ironvine Capital Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Northwest Capital Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Retirement Planning Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
ALGERT GLOBAL LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Delta Investment Management, LLC 110.74%0.74%0.74%Q1 2021Q1 20211
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
High Note Wealth, LLC 110.50%0.50%0.50%Q4 2021Q4 20211
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
DOCKYARD CAPITAL MANAGEMENT LP 115.28%5.28%5.28%Q4 2021Q4 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MARTINGALE ASSET MANAGEMENT L P 110.00%0.00%0.00%Q4 2020Q4 20201
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AWM CAPITAL, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
MONECO Advisors, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Blue Rock Advisors, LLC 111.23%1.23%1.23%Q3 2020Q3 20201
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CLINTON GROUP INC 110.06%0.06%0.06%Q4 2017Q4 20171
KANHA CAPITAL, LP 112.69%2.69%2.69%Q4 2016Q4 20161
DOLIVER ADVISORS, LP 110.07%0.07%0.07%Q1 2022Q1 20221
VIRIDIAN RIA, LLC 110.38%0.38%0.38%Q1 2019Q1 20191
Andar Capital Management HK Ltd 112.87%2.87%2.87%Q1 2021Q1 20211
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Polen Capital Management 110.00%0.00%0.00%Q2 2022Q2 20221
FARR MILLER & WASHINGTON LLC/DC 110.03%0.03%0.03%Q2 2020Q2 20201
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
West Tower Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Susquehanna International Group Ltd. 110.13%0.13%0.13%Q3 2021Q3 20211
Parian Global Management LP 113.89%3.89%3.89%Q3 2019Q3 20191
BESSEMER SECURITIES LLC 110.23%0.23%0.23%Q1 2021Q1 20211
Ausbil Investment Management Ltd 110.20%0.20%0.20%Q1 2023Q1 20231
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Portman Square Capital LLP 110.03%0.03%0.03%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gilbert & Cook, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
iA Global Asset Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BHK Investment Advisors, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
McCarthy Grittinger Financial Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pinpoint Asset Management Ltd 110.96%0.96%0.96%Q2 2020Q2 20201
DELTEC ASSET MANAGEMENT LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.20%0.20%0.20%Q2 2020Q2 20201
Frank, Rimerman Advisors LLC 110.23%0.23%0.23%Q4 2020Q4 20201
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
BERRY GROUP, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
VisionPoint Advisory Group, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Discovery Value Fund 110.02%0.02%0.02%Q2 2021Q2 20211
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q4 2015Q4 20151
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ENA Investment Capital LLP 1183.37%83.37%83.37%Q3 2018Q3 20181
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Lee Capital Holdings LLC 110.93%0.93%0.93%Q4 2021Q4 20211
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q4 2016Q4 20161
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
North Peak Capital Management, LLC 1115.00%15.00%15.00%Q1 2020Q1 20201
RIVER GLOBAL INVESTORS LLP 110.14%0.14%0.14%Q3 2023Q3 20231
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
TCTC Holdings, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CNA FINANCIAL CORP 110.68%0.68%0.68%Q4 2020Q4 20201
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.10%0.10%0.10%Q4 2020Q4 20201
Pinz Capital Management, LP 110.81%0.81%0.81%Q4 2019Q4 20191
Hutchin Hill Capital, LP 110.04%0.04%0.04%Q4 2016Q4 20161
Sageworth Trust Co 110.01%0.01%0.01%Q1 2023Q1 20231
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CloudAlpha Capital Management Limited/Hong Kong 110.18%0.18%0.18%Q4 2020Q4 20201
Voleon Capital Management LP 113.84%3.84%3.84%Q4 2020Q4 20201
Petrus Trust Company, LTA 110.06%0.06%0.06%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
BANK OF HAWAII 110.02%0.02%0.02%Q4 2017Q4 20171
FLOW TRADERS U.S. LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Artisan Partners Limited Partnership 110.16%0.16%0.16%Q1 2020Q1 20201
Abbot Financial Management, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
JT Stratford LLC 110.24%0.24%0.24%Q3 2021Q3 20211
Concert Wealth Management Inc. 110.03%0.03%0.03%Q1 2017Q1 20171
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tatro Capital, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
ARROWGRASS CAPITAL PARTNERS (US) LP 110.06%0.06%0.06%Q1 2017Q1 20171
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.01%0.01%0.01%Q4 2017Q4 20171
Prime Capital Management Co Ltd 114.95%4.95%4.95%Q3 2020Q3 20201
SENTRY INVESTMENT MANAGEMENT LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Quantitative Investment Management, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q2 2020Q2 20201
Raging Capital Management, LLC 110.89%0.89%0.89%Q4 2018Q4 20181
ACT CAPITAL MANAGEMENT, LLC 110.46%0.46%0.46%Q3 2022Q3 20221
Bowie Capital Management, LLC 115.08%5.08%5.08%Q3 2018Q3 20181
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
Optima Fund Management LLC 111.86%1.86%1.86%Q4 2018Q4 20181
COWEN AND COMPANY, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WealthTrust Axiom LLC 110.16%0.16%0.16%Q4 2020Q4 20201
FIDUCIENT ADVISORS LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Fore Capital, LLC 110.21%0.21%0.21%Q1 2019Q1 20191
Telemark Asset Management, LLC 110.47%0.47%0.47%Q1 2019Q1 20191
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
Ostrum Asset Management U.S., LLC 110.07%0.07%0.07%Q4 2018Q4 20181
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MJP ASSOCIATES INC /ADV 110.12%0.12%0.12%Q3 2021Q3 20211
MidWestOne Financial Group, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
EverPoint Asset Management, LLC 110.48%0.48%0.48%Q3 2016Q3 20161
Vident Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
RKL Wealth Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McCarthy Asset Management, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
One Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Gruss & Co., LLC 111.38%1.38%1.38%Q4 2020Q4 20201
AHL Partners LLP 110.01%0.01%0.01%Q3 2017Q3 20171
Friedenthal Financial 110.49%0.49%0.49%Q1 2023Q1 20231
Three Peaks Capital Management, LLC 110.54%0.54%0.54%Q3 2018Q3 20181
LANSDOWNE PARTNERS (UK) LLP 110.01%0.01%0.01%Q4 2015Q4 20151
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q1 2016Q1 20161
SAPPHIRE VENTURES, L.L.C. 1120.37%20.37%20.37%Q4 2016Q4 20161
Wells Financial Advisors INC 110.06%0.06%0.06%Q4 2020Q4 20201
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
NWI MANAGEMENT LP 111.89%1.89%1.89%Q1 2021Q1 20211
IRON Financial LLC 110.17%0.17%0.17%Q3 2018Q3 20181
Cordasco Financial Network 110.00%0.00%0.00%Q3 2021Q3 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2021Q4 20211
Golden State Equity Partners 110.07%0.07%0.07%Q2 2023Q2 20231
S. R. Schill & Associates 110.19%0.19%0.19%Q3 2021Q3 20211
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
APOGEM CAPITAL LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Greystone Financial Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Ferguson Shapiro LLC 110.30%0.30%0.30%Q1 2023Q1 20231
Lebenthal Global Advisors, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
CHURCHILL MANAGEMENT Corp 110.10%0.10%0.10%Q3 2021Q3 20211
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.35%0.35%0.35%Q4 2021Q4 20211
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
First Washington CORP 110.95%0.95%0.95%Q4 2018Q4 20181
Sovereign Financial Group, Inc. 110.22%0.22%0.22%Q3 2021Q3 20211
Birchcreek Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
IVY LANE CAPITAL MANAGEMENT, LLC 112.65%2.65%2.65%Q2 2023Q2 20231
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
Virtus ETF Advisers LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Columbia Asset Management 110.03%0.03%0.03%Q3 2018Q3 20181
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Polaris Wealth Advisory Group, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
MCDANIEL TERRY & CO 110.03%0.03%0.03%Q1 2022Q1 20221
Egerton Capital (UK) LLP 110.53%0.53%0.53%Q3 2021Q3 20211
Cumberland Partners Ltd 110.04%0.04%0.04%Q2 2023Q2 20231
Artemis Wealth Advisors, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Argent Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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
Sturgeon Ventures LLP 110.45%0.45%0.45%Q3 2018Q3 20181
Olympiad Research LP 110.13%0.13%0.13%Q3 2020Q3 20201
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2016Q3 20161
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
L.M. KOHN & COMPANY 110.13%0.13%0.13%Q1 2022Q1 20221
Boston Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Greenwoods Asset Management Ltd 110.09%0.09%0.09%Q4 2020Q4 20201
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2022Q1 20221
Horrell Capital Management, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Thrax Management, LLC 110.45%0.45%0.45%Q4 2016Q4 20161
NorthRock Partners, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
FORA Capital, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
SONA ASSET MANAGEMENT (US) LLC 110.77%0.77%0.77%Q4 2021Q4 20211
Braun-Bostich & Associates Inc. 110.09%0.09%0.09%Q3 2020Q3 20201
Guidance Point Advisors, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2021Q2 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Grisanti Capital Management LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Lyon Street Capital, LLC 112.24%2.24%2.24%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Amplify Investments, LLC 116.51%6.51%6.51%Q1 2018Q1 20181
BOULDER HILL CAPITAL MANAGEMENT LP 110.55%0.55%0.55%Q4 2021Q4 20211
JAT Capital Mgmt LP 113.32%3.32%3.32%Q1 2023Q1 20231
Headlands Technologies LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Summit Global Investments 110.02%0.02%0.02%Q3 2023Q3 20231
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Frisch Financial Group, Inc. 110.09%0.09%0.09%Q1 2021Q1 20211
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Private Advisory Group LLC 110.11%0.11%0.11%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
USA FINANCIAL FORMULAS 110.21%0.21%0.21%Q1 2021Q1 20211
Bradley & Co. Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Tech Square Trading LP 110.89%0.89%0.89%Q1 2019Q1 20191
Pallas Capital Advisors LLC 110.18%0.18%0.18%Q1 2021Q1 20211
BKS ADVISORS, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
CLEAR INVESTMENT RESEARCH, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
regents capital Ltd 111.61%1.61%1.61%Q2 2021Q2 20211
CABOT WEALTH MANAGEMENT INC 110.15%0.15%0.15%Q3 2021Q3 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Metavasi Capital LP 110.53%0.53%0.53%Q4 2021Q4 20211
ISTHMUS PARTNERS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Gillson Capital LP 111.20%1.20%1.20%Q4 2022Q4 20221
SELDON CAPITAL LP 110.42%0.42%0.42%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
BW Gestao de Investimentos Ltda. 110.00%0.00%0.00%Q3 2019Q3 20191
TBH Global Asset Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
DC Investments Management, LLC 110.55%0.55%0.55%Q4 2020Q4 20201
WIM Asset Management (HK) Ltd 110.88%0.88%0.88%Q4 2018Q4 20181
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2023Q3 20231
KENSICO CAPITAL MANAGEMENT CORP 110.67%0.67%0.67%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SENTINEL TRUST CO LBA 110.05%0.05%0.05%Q4 2021Q4 20211
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
ARISTEIA CAPITAL, L.L.C. 110.50%0.50%0.50%Q1 2017Q1 20171
Yong Rong (HK) Asset Management Ltd 1111.00%11.00%11.00%Q2 2022Q2 20221
BIRINYI ASSOCIATES INC 110.08%0.08%0.08%Q2 2021Q2 20211
MAZAMA CAPITAL MANAGEMENT INC 110.11%0.11%0.11%Q4 2015Q4 20151
Boltwood Capital Management 110.10%0.10%0.10%Q3 2021Q3 20211
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Passport Capital, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Airain ltd 110.04%0.04%0.04%Q4 2016Q4 20161
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Fulcrum Equity Management 110.10%0.10%0.10%Q3 2020Q3 20201
JS Capital Management LLC 110.83%0.83%0.83%Q3 2021Q3 20211
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2021Q3 20211
ASTURIAS CAPITAL LLC 113.61%3.61%3.61%Q4 2019Q4 20191
HST Ventures, LLC 111.70%1.70%1.70%Q4 2022Q4 20221
Geduld E E 110.35%0.35%0.35%Q3 2016Q3 20161
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Counterpoint Mutual Funds LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Strategic Vision Investment Ltd 110.46%0.46%0.46%Q4 2020Q4 20201
United American Securities Inc. (d/b/a UAS Asset Management) 110.24%0.24%0.24%Q2 2021Q2 20211
Lavaca Capital LLC 110.26%0.26%0.26%Q1 2019Q1 20191
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q3 2022Q3 20221
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q4 2016Q4 20161
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
TradeLink Capital LLC 110.84%0.84%0.84%Q2 2020Q2 20201
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cowen Prime Services LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SURIENCE PRIVATE WEALTH LLC 113.25%3.25%3.25%Q3 2023Q3 20231
River Wealth Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Vahanian & Associates Financial Planning Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
Delphia (USA) Inc. 110.33%0.33%0.33%Q2 2023Q2 20231
WHITE SQUARE CAPITAL LLP 113.04%3.04%3.04%Q4 2020Q4 20201
Comprehensive Financial Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
GUARDIAN WEALTH ADVISORS, LLC / NC 110.10%0.10%0.10%Q4 2021Q4 20211
Opus Capital Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CLEARFIELD CAPITAL MANAGEMENT LP 1112.37%12.37%12.37%Q4 2019Q4 20191
Arena Investors LP 110.00%0.00%0.00%Q3 2022Q3 20221
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Ashler Capital LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
SoftBank Group 110.62%0.62%0.62%Q2 2020Q2 20201
Gladius Capital Management LP 110.08%0.08%0.08%Q3 2023Q3 20231
Stonegate Investment Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
ALLSTATE INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q4 2022Q4 20221
Caldera Capital, LLC 110.60%0.60%0.60%Q3 2019Q3 20191
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.53%0.53%0.53%Q2 2018Q2 20181
Rossmore Private Capital 110.05%0.05%0.05%Q1 2021Q1 20211
Donoghue Forlines LLC 110.44%0.44%0.44%Q3 2020Q3 20201
FineMark National Bank & Trust 110.02%0.02%0.02%Q2 2018Q2 20181
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MIK Capital, LP 111.47%1.47%1.47%Q1 2021Q1 20211
Trek Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Durable Capital Partners LP 110.44%0.44%0.44%Q4 2020Q4 20201
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Bank Pictet & Cie (Europe) AG 110.01%0.01%0.01%Q1 2021Q1 20211
Eagle Strategies LLC 110.09%0.09%0.09%Q4 2021Q4 20211
CAMPBELL CAPITAL MANAGEMENT INC 110.91%0.91%0.91%Q4 2023Q4 20231
Telemetry Investments, L.L.C. 110.33%0.33%0.33%Q4 2022Q4 20221
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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