Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 71 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 71 |
Cutler Group LLC / CA | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 70 |
Walleye Trading LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 58 |
BARCLAYS PLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 55 |
JANE STREET GROUP, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 50 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 50 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 44 |
TWO SIGMA INVESTMENTS, LP | 20 | 1 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 41 |
PEAK6 Investments LLC | 16 | 2 | 0.00% | 0.00% | 0.04% | Q1 2019 | Q3 2023 | 38 |
Parallax Volatility Advisers, L.P. | 13 | 1 | 0.00% | 0.00% | 0.05% | Q3 2018 | Q4 2022 | 38 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 37 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 24 |
Allworth Financial LP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
VANGUARD GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MILLER VALUE PARTNERS, LLC | 22 | 22 | 0.00% | 1.42% | 3.78% | Q4 2017 | Q1 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 15 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Jasper Ridge Partners, L.P. | 22 | 22 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Baillie Gifford | 22 | 22 | 0.00% | 0.07% | 0.18% | Q4 2017 | Q1 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
J. Goldman & Co LP | 9 | 1 | 0.01% | 0.39% | 2.02% | Q2 2018 | Q2 2023 | 22 |
ADIRONDACK TRUST CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Centerpoint Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 8 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Potrero Capital Research LLC | 12 | 3 | 0.89% | 3.65% | 11.21% | Q4 2017 | Q3 2023 | 20 |
Parallel Advisors, LLC | 14 | 6 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q4 2020 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
DISCIPLINED GROWTH INVESTORS INC /MN | 20 | 20 | 0.12% | 0.98% | 3.57% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q4 2022 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GROUP ONE TRADING, L.P. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
DIMENSIONAL FUND ADVISORS LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
ProShare Advisors LLC | 16 | 1 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 13 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
METROPOLITAN LIFE INSURANCE CO/NY | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
FIRST TRUST ADVISORS LP | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 18 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 18 | 18 | 0.06% | 0.66% | 1.94% | Q2 2018 | Q3 2022 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2022 | 17 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 17 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 17 |
AdvisorNet Financial, Inc | 9 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
MetLife Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q4 2022 | 16 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 8 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2021 | 16 |
Raymond James Financial Services Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Man Group plc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Engineers Gate Manager LP | 11 | 1 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q1 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Coatue Management | 8 | 1 | 0.00% | 0.16% | 0.44% | Q4 2018 | Q3 2023 | 15 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q2 2023 | 15 |
Brandywine Global Investment Management, LLC | 10 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 15 |
Global Retirement Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 15 |
AMALGAMATED BANK | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 14 | 14 | 0.10% | 0.62% | 1.39% | Q2 2018 | Q3 2021 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 14 |
Eidelman Virant Capital | 11 | 3 | 0.04% | 1.02% | 1.90% | Q2 2018 | Q2 2022 | 14 |
Rafferty Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q1 2023 | 14 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 14 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 13 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
Mengis Capital Management, Inc. | 13 | 13 | 0.03% | 0.11% | 0.25% | Q3 2019 | Q3 2022 | 13 |
NISA INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.05% | 0.24% | Q4 2018 | Q2 2023 | 13 |
Creative Planning | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Jackson Square Partners, LLC | 13 | 13 | 0.28% | 0.75% | 1.47% | Q4 2018 | Q4 2021 | 13 |
IMC-Chicago, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 13 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q1 2021 | 13 |
STRS OHIO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
PUTNAM INVESTMENTS LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.02% | 0.08% | 0.27% | Q3 2020 | Q3 2023 | 13 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
AQR Capital Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Contour Asset Management LLC | 8 | 8 | 0.30% | 2.04% | 5.66% | Q2 2019 | Q1 2021 | 12 |
OCCUDO QUANTITATIVE STRATEGIES LP | 12 | 12 | 0.02% | 0.18% | 0.51% | Q4 2020 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2021 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q3 2021 | 12 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 12 |
GUGGENHEIM CAPITAL LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 12 |
Working Capital Advisors (UK) Ltd. | 12 | 12 | 27.81% | 87.30% | 100.00% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
EULAV Asset Management | 12 | 12 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q4 2021 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q4 2021 | 12 |
PenderFund Capital Management Ltd. | 12 | 12 | 0.05% | 1.92% | 4.46% | Q2 2020 | Q1 2023 | 12 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
GILDER GAGNON HOWE & CO LLC | 11 | 11 | 0.00% | 0.17% | 0.35% | Q4 2017 | Q2 2020 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Disciplined Investments, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 11 |
Cutter & CO Brokerage, Inc. | 8 | 3 | 0.03% | 0.10% | 0.15% | Q1 2019 | Q3 2022 | 11 |
Versant Capital Management, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 11 |
Ancora Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 11 |
WINTON GROUP Ltd | 11 | 11 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 11 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.45% | Q2 2018 | Q1 2022 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 10 |
Lindbrook Capital, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Russell Investments Group, Ltd. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 10 |
NORGES BANK | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 10 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Jump Financial, LLC | 4 | 2 | 0.01% | 0.13% | 0.36% | Q3 2020 | Q3 2023 | 10 |
Larson Financial Group LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Capital Impact Advisors, LLC | 9 | 1 | 0.25% | 0.64% | 0.94% | Q2 2018 | Q1 2022 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.03% | 0.08% | 0.19% | Q2 2018 | Q3 2020 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Glassman Wealth Services | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2022 | 10 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 10 |
PIER 88 INVESTMENT PARTNERS LLC | 9 | 9 | 0.03% | 0.21% | 0.36% | Q3 2018 | Q3 2020 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 9 |
Advisory Services Network, LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 9 |
Chevy Chase Trust Holdings, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 9 |
STEADFAST CAPITAL MANAGEMENT LP | 9 | 9 | 0.17% | 0.58% | 0.95% | Q4 2017 | Q4 2019 | 9 |
Holloway Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 9 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.10% | 0.28% | Q4 2018 | Q2 2023 | 9 |
ALGERT GLOBAL LLC | 4 | 1 | 0.01% | 0.12% | 0.27% | Q2 2019 | Q1 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.07% | 0.13% | Q3 2019 | Q3 2021 | 9 |
HARBOURVEST PARTNERS LLC | 9 | 9 | 0.41% | 0.91% | 2.64% | Q3 2018 | Q3 2020 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 9 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Luxor Capital Group, LP | 4 | 1 | 0.03% | 0.14% | 0.30% | Q1 2018 | Q2 2020 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Cowen Prime Services LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2020 | 9 |
HAMILTON LANE ADVISORS LLC | 7 | 2 | 0.32% | 0.66% | 1.24% | Q3 2018 | Q3 2021 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
BAMCO INC /NY/ | 8 | 1 | 0.00% | 0.09% | 0.28% | Q3 2018 | Q3 2022 | 9 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.10% | 0.29% | 0.51% | Q4 2018 | Q4 2021 | 8 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.17% | Q3 2018 | Q4 2021 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.08% | 0.27% | Q4 2018 | Q3 2022 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 8 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 8 |
Source Financial Advisors LLC | 8 | 8 | 0.21% | 0.79% | 1.38% | Q4 2020 | Q3 2022 | 8 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 8 |
CV Advisors LLC | 8 | 8 | 0.05% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 8 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q4 2020 | 8 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.05% | 0.24% | 0.44% | Q2 2018 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 7 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q2 2021 | 8 |
Claybrook Capital, LLC | 4 | 1 | 0.11% | 0.19% | 0.38% | Q1 2019 | Q3 2021 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2022 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Slate Path Capital LP | 8 | 8 | 0.74% | 4.17% | 8.54% | Q3 2020 | Q2 2022 | 8 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.14% | 0.44% | Q4 2018 | Q3 2022 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 7 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 7 |
State of Wyoming | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.04% | 0.07% | 0.14% | Q3 2021 | Q1 2023 | 7 |
Gotham Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 7 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 7 |
Marathon Partners Equity Management, LLC | 6 | 1 | 0.20% | 8.11% | 15.48% | Q3 2020 | Q2 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Neo Ivy Capital Management | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 7 |
Harspring Capital Management, LLC | 7 | 7 | 0.49% | 1.99% | 4.04% | Q2 2020 | Q4 2021 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.21% | 0.45% | 0.68% | Q2 2020 | Q4 2021 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q1 2023 | 7 |
Bares Capital Management | 7 | 7 | 0.27% | 0.58% | 0.91% | Q3 2020 | Q1 2022 | 7 |
PDT Partners, LLC | 7 | 7 | 0.02% | 0.11% | 0.32% | Q4 2020 | Q2 2022 | 7 |
SWS Partners | 7 | 7 | 0.44% | 1.11% | 2.13% | Q3 2020 | Q1 2022 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.03% | 0.15% | 0.36% | Q1 2019 | Q3 2022 | 7 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 7 |
CHICAGO TRUST Co NA | 5 | 2 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q2 2022 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.13% | 0.26% | 0.42% | Q4 2018 | Q1 2021 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 6 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q2 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2023 | 6 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 6 |
Schonfeld Strategic Advisors LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2022 | 6 |
XTX Topco Ltd | 3 | 1 | 0.02% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 6 |
Tributary Capital Management, LLC | 6 | 6 | 0.10% | 0.17% | 0.27% | Q2 2020 | Q3 2021 | 6 |
Patient Capital Management, LLC | 4 | 2 | 0.18% | 0.89% | 1.45% | Q4 2021 | Q2 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.01% | 0.11% | 0.24% | Q1 2021 | Q2 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.09% | 0.27% | Q4 2019 | Q4 2021 | 6 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 6 | 6 | 0.22% | 0.39% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.02% | 0.45% | 0.70% | Q2 2018 | Q4 2019 | 6 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 6 |
Ergoteles LLC | 6 | 6 | 0.00% | 0.07% | 0.29% | Q2 2021 | Q3 2022 | 6 |
Oasis Management Co Ltd. | 6 | 6 | 0.01% | 0.08% | 0.23% | Q2 2021 | Q3 2022 | 6 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q2 2023 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.26% | 0.61% | Q1 2019 | Q2 2023 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 6 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 6 |
CLEAR STREET MARKETS LLC | 4 | 4 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q1 2021 | 6 |
Spark Investment Management LLC | 6 | 6 | 0.12% | 0.39% | 0.90% | Q1 2018 | Q2 2019 | 6 |
Sciencast Management LP | 3 | 1 | 0.02% | 0.10% | 0.20% | Q4 2019 | Q2 2022 | 6 |
Hitchwood Capital Management LP | 4 | 2 | 0.41% | 0.58% | 0.87% | Q2 2018 | Q3 2021 | 6 |
Premier Fund Managers Ltd | 6 | 6 | 0.17% | 0.39% | 0.68% | Q2 2020 | Q3 2021 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2019 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.78% | 2.54% | 3.86% | Q4 2017 | Q1 2019 | 6 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 6 |
AlpInvest Partners B.V. | 6 | 6 | 1.07% | 9.06% | 20.67% | Q2 2018 | Q3 2019 | 6 |
Quinn Opportunity Partners LLC | 5 | 1 | 0.02% | 0.38% | 1.39% | Q4 2018 | Q1 2022 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.15% | 0.31% | Q2 2018 | Q3 2019 | 5 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 5 |
Edge Wealth Management LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2020 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 5 |
Concorde Asset Management, LLC | 4 | 1 | 0.66% | 0.74% | 0.88% | Q4 2018 | Q4 2020 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q1 2023 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q4 2018 | Q3 2021 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Sigma Planning Corp | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 5 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 5 |
Newtyn Management, LLC | 5 | 5 | 0.72% | 0.82% | 0.96% | Q1 2022 | Q1 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 5 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q4 2018 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.04% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 5 |
United American Securities Inc. (d/b/a UAS Asset Management) | 4 | 1 | 0.20% | 0.98% | 3.82% | Q4 2017 | Q2 2019 | 5 |
SW Investment Management LLC | 5 | 5 | 0.04% | 0.19% | 0.54% | Q4 2020 | Q4 2021 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 5 |
TRILLIUM ASSET MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.15% | 0.23% | Q4 2018 | Q1 2023 | 5 |
Park West Asset Management LLC | 3 | 1 | 0.25% | 0.96% | 1.48% | Q2 2018 | Q2 2019 | 5 |
Caledonia (Private) Investments Pty Ltd | 5 | 5 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q3 2020 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Karani Asset Management LLC | 5 | 5 | 2.52% | 3.20% | 4.70% | Q4 2019 | Q4 2020 | 5 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.22% | 0.26% | 0.32% | Q2 2019 | Q2 2020 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q4 2019 | 5 |
MAVERICK CAPITAL LTD | 3 | 2 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q2 2021 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NATIXIS | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
COWEN INC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2019 | 4 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.14% | 0.30% | Q4 2019 | Q1 2021 | 4 |
State of New Jersey Common Pension Fund D | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 4 | 4 | 3.41% | 4.17% | 5.19% | Q1 2019 | Q4 2019 | 4 |
Engle Capital Management, L.P. | 2 | 2 | 1.34% | 2.16% | 4.25% | Q2 2018 | Q4 2019 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q4 2019 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 4 |
Pinnacle Wealth Planning Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q4 2022 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.06% | 0.51% | 1.23% | Q2 2018 | Q4 2020 | 4 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.08% | 0.16% | 0.22% | Q1 2021 | Q4 2021 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.05% | 0.15% | Q4 2020 | Q3 2021 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
683 Capital Management, LLC | 4 | 4 | 0.20% | 0.81% | 1.45% | Q2 2021 | Q1 2022 | 4 |
Quantinno Capital Management LP | 2 | 1 | 0.21% | 0.25% | 0.28% | Q2 2019 | Q2 2021 | 4 |
Mudita Advisors LLP | 4 | 4 | 0.37% | 0.79% | 1.71% | Q4 2021 | Q3 2022 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
Genesee Capital Advisors, LLC | 4 | 4 | 1.29% | 1.76% | 2.58% | Q2 2020 | Q1 2021 | 4 |
Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Melvin Capital Management LP | 3 | 1 | 0.02% | 0.13% | 0.30% | Q1 2018 | Q1 2020 | 4 |
DAVIDSON INVESTMENT ADVISORS | 4 | 4 | 0.04% | 0.64% | 1.03% | Q1 2020 | Q4 2020 | 4 |
Atom Investors LP | 1 | 1 | 0.06% | 0.14% | 0.27% | Q2 2019 | Q2 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clean Yield Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.06% | 0.13% | 0.32% | Q3 2018 | Q4 2020 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Greytown Advisors Inc. | 4 | 4 | 0.13% | 0.19% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.14% | 0.43% | Q3 2019 | Q4 2020 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Fiera Capital Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.03% | 0.10% | 0.22% | Q2 2019 | Q2 2022 | 3 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.07% | 0.14% | 0.19% | Q3 2018 | Q1 2019 | 3 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
USCA RIA LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q2 2021 | 3 |
Aperio Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q4 2021 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q4 2020 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.01% | 0.08% | 0.15% | Q4 2020 | Q2 2022 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Divisar Capital Management LLC | 3 | 3 | 1.40% | 2.67% | 3.58% | Q1 2023 | Q3 2023 | 3 |
Quent Capital, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Amundi | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Partners Group Holding AG | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Spyglass Capital Management LLC | 3 | 3 | 2.60% | 3.74% | 4.89% | Q1 2021 | Q3 2021 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2021 | 3 |
Prudent Man Advisors, LLC | 3 | 3 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q2 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.19% | 0.23% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.13% | 0.31% | 0.47% | Q4 2018 | Q4 2019 | 3 |
North Star Investment Management Corp. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2019 | 3 |
TenCore Partners, LP | 3 | 3 | 1.01% | 1.48% | 2.30% | Q4 2019 | Q2 2020 | 3 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 3 |
Clearline Capital LP | 2 | 1 | 0.12% | 0.23% | 0.42% | Q1 2022 | Q3 2023 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 3 |
Old Well Partners, LLC | 3 | 3 | 0.58% | 0.92% | 1.18% | Q4 2019 | Q2 2020 | 3 |
CenterBook Partners LP | 1 | 1 | 0.03% | 0.15% | 0.34% | Q4 2021 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 3 |
AXA S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pier Capital, LLC | 2 | 1 | 0.70% | 0.97% | 1.16% | Q1 2018 | Q4 2019 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Illinois Municipal Retirement Fund | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
JARISLOWSKY, FRASER Ltd | 3 | 3 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Lagoda Investment Management, L.P. | 3 | 3 | 0.43% | 4.72% | 8.33% | Q1 2018 | Q3 2018 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Alta Park Capital, LP | 2 | 1 | 1.99% | 2.30% | 2.51% | Q2 2018 | Q2 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Cipher Capital LP | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q4 2020 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q2 2019 | 2 |
Prentice Capital Management, LP | 2 | 2 | 0.16% | 3.09% | 6.01% | Q4 2022 | Q1 2023 | 2 |
Trustees of Columbia University in the City of New York | 2 | 2 | 1.99% | 2.14% | 2.28% | Q2 2021 | Q3 2021 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
DARRELL & KING LLC | 2 | 2 | 3.19% | 4.22% | 5.25% | Q3 2020 | Q4 2020 | 2 |
Greenspring Associates, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q2 2021 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Diametric Capital, LP | 2 | 2 | 0.96% | 1.04% | 1.12% | Q1 2019 | Q2 2019 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Leap Investments LP | 1 | 1 | 0.13% | 0.33% | 0.53% | Q2 2019 | Q4 2019 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2020 | Q1 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Radnor Capital Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Altimeter Capital Management | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Alight Capital Management LP | 2 | 2 | 0.67% | 1.38% | 2.09% | Q2 2019 | Q3 2019 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Teton Capital Partners | 2 | 2 | 0.59% | 1.59% | 2.59% | Q2 2020 | Q3 2020 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.53% | 0.83% | 1.14% | Q4 2022 | Q1 2023 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.69% | 0.94% | 1.20% | Q3 2020 | Q4 2020 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q4 2021 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 2 |
Versor Investments LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 0.27% | 0.30% | 0.33% | Q1 2018 | Q2 2018 | 2 |
YALE UNIVERSITY | 2 | 2 | 0.34% | 0.74% | 1.15% | Q2 2021 | Q3 2021 | 2 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.18% | 0.37% | 0.57% | Q1 2019 | Q2 2021 | 2 |
Crestwood Capital Management, L.P. | 2 | 2 | 2.40% | 2.88% | 3.35% | Q2 2018 | Q3 2018 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.65% | 0.71% | 0.76% | Q4 2019 | Q4 2020 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.28% | 0.42% | 0.57% | Q2 2020 | Q3 2020 | 2 |
Grosvenor Holdings, L.L.C. | 2 | 2 | 0.91% | 1.52% | 2.12% | Q4 2020 | Q1 2021 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 2 |
EAM Investors, LLC | 1 | 1 | 0.26% | 0.36% | 0.45% | Q3 2018 | Q4 2020 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 2 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Kidder Stephen W | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Oak Thistle LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Islet Management, LP | 1 | 1 | 0.18% | 0.35% | 0.51% | Q2 2019 | Q3 2020 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SCGE MANAGEMENT, L.P. | 2 | 2 | 0.34% | 0.53% | 0.72% | Q4 2019 | Q1 2020 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q2 2021 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.26% | 0.66% | 1.06% | Q4 2020 | Q4 2021 | 2 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Corton Capital Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sterling Global Strategies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2021 | Q2 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Numeric Investors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
Summit Global Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Invictus RG | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2020 | Q4 2020 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Woodson Capital Management, LP | 1 | 1 | 4.43% | 4.43% | 4.43% | Q2 2019 | Q2 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Parian Global Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Nishkama Capital, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2019 | Q4 2019 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIM, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2021 | Q3 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Wishbone Management, LP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2020 | Q3 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
WIM Asset Management (HK) Ltd | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2018 | Q2 2018 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
William Marsh Rice University | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
True Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2020 | Q4 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ArchPoint Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Stone House Capital Management, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2019 | Q4 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2018 | Q2 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ARK Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2017 | Q4 2017 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2018 | Q3 2018 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Family Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
BloombergSen Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Woodline Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kent Lake Capital LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
Timpani Capital Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2018 | Q3 2018 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
black-and-white Capital LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2019 | Q3 2019 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interval Partners, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Foxhaven Asset Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Greenspring Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2019 | Q4 2019 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2018 | Q3 2018 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 4.16% | 4.16% | 4.16% | Q2 2020 | Q2 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Hall Kathryn A. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
North Peak Capital Management, LLC | 1 | 1 | 5.45% | 5.45% | 5.45% | Q2 2020 | Q2 2020 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own STITCH FIX INC or have owned STITCH FIX INC in the past.