THE TRADE DESK INC shareholder history

Current and past THE TRADE DESK INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 2620.00%0.03%0.16%Q3 2016Q3 202379
Cutler Group LLC / CA 26260.00%0.08%0.75%Q2 2017Q3 202378
SUSQUEHANNA INTERNATIONAL GROUP, LLP 26260.00%0.04%0.16%Q2 2017Q3 202377
WOLVERINE TRADING, LLC 26260.00%0.04%0.18%Q2 2017Q3 202376
BARCLAYS PLC 28280.00%0.01%0.15%Q4 2016Q3 202370
Walleye Trading LLC 26260.00%0.05%0.16%Q2 2017Q3 202368
D. E. Shaw & Co., Inc. 2220.00%0.08%0.31%Q2 2017Q3 202365
Parallax Volatility Advisers, L.P. 2220.00%0.03%0.17%Q3 2017Q3 202365
JANE STREET GROUP, LLC 27270.00%0.03%0.11%Q1 2017Q3 202359
CITIGROUP INC 28280.00%0.01%0.03%Q4 2016Q3 202356
PEAK6 Investments LLC 21210.00%0.09%0.37%Q3 2018Q3 202354
CAPITAL FUND MANAGEMENT S.A. 10100.00%0.05%0.20%Q2 2018Q3 202350
BNP PARIBAS FINANCIAL MARKETS 28280.00%0.01%0.03%Q4 2016Q3 202350
TWO SIGMA INVESTMENTS, LP 2120.00%0.02%0.13%Q4 2016Q4 202245
CREDIT SUISSE AG/ 26260.00%0.01%0.04%Q2 2017Q3 202343
MILLENNIUM MANAGEMENT LLC 1810.00%0.01%0.07%Q3 2016Q3 202343
Twin Tree Management, LP 21210.00%0.06%0.26%Q3 2018Q3 202343
Squarepoint Ops LLC 1210.00%0.04%0.16%Q2 2017Q3 202343
HAP Trading, LLC 1010.00%0.05%0.24%Q3 2017Q3 202341
TWO SIGMA SECURITIES, LLC 510.01%0.03%0.13%Q1 2017Q3 202341
GOLDMAN SACHS GROUP INC 2710.00%0.02%0.07%Q3 2016Q3 202339
BANK OF MONTREAL /CAN/ 2220.00%0.00%0.01%Q3 2017Q3 202337
Creative Planning 22220.00%0.00%0.02%Q2 2018Q3 202337
ROYAL BANK OF CANADA 29290.00%0.01%0.02%Q3 2016Q3 202336
UBS Group AG 29290.00%0.01%0.02%Q3 2016Q3 202334
Laurion Capital Management LP 510.00%0.05%0.18%Q1 2017Q3 202332
Carmichael Hill & Associates, Inc. 16160.02%0.17%0.39%Q4 2019Q3 202331
MORGAN STANLEY 29290.00%0.15%0.36%Q3 2016Q3 202329
NEEDHAM INVESTMENT MANAGEMENT LLC 29290.34%0.78%2.39%Q3 2016Q3 202329
VICTORY CAPITAL MANAGEMENT INC 29290.00%0.03%0.10%Q3 2016Q3 202329
JPMORGAN CHASE & CO 29290.00%0.07%0.18%Q3 2016Q3 202329
WELLS FARGO & COMPANY/MN 29290.00%0.02%0.05%Q3 2016Q3 202329
Paloma Partners Management Co 910.00%0.04%0.30%Q4 2017Q3 202329
FMR LLC 29290.00%0.02%0.05%Q3 2016Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.04%Q1 2016Q3 202329
VANGUARD GROUP INC 29290.00%0.04%0.09%Q3 2016Q3 202329
GEODE CAPITAL MANAGEMENT, LLC 28280.00%0.03%0.07%Q4 2016Q3 202328
Legal & General Group Plc 28280.00%0.03%0.07%Q4 2016Q3 202328
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 28280.00%0.04%0.09%Q4 2016Q3 202328
MANUFACTURERS LIFE INSURANCE COMPANY, THE 28280.00%0.00%0.02%Q4 2016Q3 202328
BAMCO INC /NY/ 28280.02%0.37%0.62%Q4 2016Q3 202328
Gotham Asset Management, LLC 28280.01%0.06%0.22%Q4 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 27270.00%0.26%0.57%Q2 2017Q4 202328
STATE STREET CORP 28280.00%0.02%0.04%Q4 2016Q3 202328
ALLIANCEBERNSTEIN L.P. 2710.01%0.04%0.11%Q3 2016Q3 202328
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 28280.00%0.02%0.04%Q4 2016Q3 202328
DEUTSCHE BANK AG\ 28280.00%0.02%0.04%Q4 2016Q3 202328
NORTHERN TRUST CORP 28280.00%0.02%0.04%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 28280.00%0.01%0.02%Q4 2016Q3 202328
Bank of New York Mellon Corp 28280.00%0.02%0.06%Q4 2016Q3 202328
BlackRock Inc. 28280.00%0.03%0.06%Q4 2016Q3 202328
HSBC HOLDINGS PLC 21210.00%0.01%0.02%Q3 2018Q3 202327
ASHFORD CAPITAL MANAGEMENT INC 27270.85%2.66%4.72%Q1 2017Q3 202327
RHUMBLINE ADVISERS 27270.00%0.03%0.06%Q1 2017Q3 202327
Cubist Systematic Strategies, LLC 1210.01%0.06%0.23%Q1 2018Q3 202327
Eventide Asset Management 26260.02%2.11%3.34%Q2 2017Q3 202327
Allianz Asset Management GmbH 27270.01%0.12%0.29%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 27270.00%0.01%0.02%Q1 2017Q3 202327
STRS OHIO 2250.00%0.06%0.16%Q4 2016Q3 202327
FRED ALGER MANAGEMENT, LLC 27270.01%0.24%0.79%Q1 2017Q3 202327
Invesco Ltd. 27270.00%0.04%0.12%Q1 2017Q3 202327
TCW GROUP INC 27270.01%1.02%2.75%Q1 2017Q3 202327
NEW YORK STATE COMMON RETIREMENT FUND 27270.00%0.03%0.05%Q1 2017Q3 202327
AMERICAN INTERNATIONAL GROUP, INC. 27270.00%0.00%0.02%Q1 2017Q3 202327
SEI INVESTMENTS CO 2510.00%0.03%0.08%Q1 2017Q3 202326
OPPENHEIMER ASSET MANAGEMENT INC. 2240.00%0.02%0.17%Q1 2017Q3 202326
Swiss National Bank 26260.00%0.04%0.09%Q2 2017Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 26260.00%0.05%0.09%Q2 2017Q3 202326
ZEVENBERGEN CAPITAL INVESTMENTS LLC 26260.07%4.11%6.80%Q2 2017Q3 202326
Zurcher Kantonalbank (Zurich Cantonalbank) 26260.00%0.02%0.04%Q2 2017Q3 202326
SHAKER INVESTMENTS LLC/OH 26260.84%2.99%5.09%Q2 2017Q3 202326
Congress Park Capital LLC 23230.10%2.59%4.41%Q1 2018Q3 202326
GenTrust, LLC 2150.04%0.13%0.50%Q1 2017Q3 202326
VOYA INVESTMENT MANAGEMENT LLC 26260.00%0.09%0.50%Q2 2017Q3 202326
Raymond James Financial Services Advisors, Inc. 2240.01%0.03%0.06%Q1 2017Q3 202326
FIFTH THIRD BANCORP 26260.00%0.00%0.01%Q2 2017Q3 202326
GREAT WEST LIFE ASSURANCE CO /CAN/ 26260.00%0.02%0.05%Q2 2017Q3 202326
JANUS HENDERSON GROUP PLC 26260.00%0.03%0.10%Q2 2017Q3 202326
Russell Investments Group, Ltd. 26260.00%0.02%0.05%Q2 2017Q3 202326
KING LUTHER CAPITAL MANAGEMENT CORP 26260.01%0.04%0.08%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 2210.00%0.03%0.10%Q3 2016Q3 202326
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 26260.00%0.04%0.09%Q2 2017Q3 202326
NOMURA ASSET MANAGEMENT CO LTD 2510.00%0.02%0.10%Q1 2017Q3 202326
Cetera Advisors LLC 1930.01%0.04%0.23%Q4 2016Q3 202326
LPL Financial LLC 25250.00%0.02%0.05%Q3 2017Q3 202325
CENTRAL TRUST Co 25250.00%0.04%0.10%Q3 2017Q3 202325
STIFEL FINANCIAL CORP 2320.00%0.03%0.07%Q1 2017Q3 202325
PITTENGER & ANDERSON INC 25250.00%0.04%0.35%Q3 2017Q3 202325
ADIRONDACK TRUST CO 25250.00%0.02%0.04%Q3 2017Q3 202325
MACQUARIE GROUP LTD 25250.05%0.17%0.31%Q3 2017Q3 202325
Geneos Wealth Management Inc. 2410.00%0.02%0.04%Q2 2017Q3 202325
BRAUN STACEY ASSOCIATES INC 2320.32%1.47%3.03%Q1 2017Q3 202325
PRINCIPAL FINANCIAL GROUP INC 25250.00%0.01%0.02%Q3 2017Q3 202325
FIRST TRUST ADVISORS LP 25250.00%0.04%0.11%Q3 2017Q3 202325
CenterStar Asset Management, LLC 710.00%0.15%1.17%Q4 2017Q3 202224
PRICE T ROWE ASSOCIATES INC /MD/ 24240.00%0.04%0.15%Q4 2017Q3 202324
RICE HALL JAMES & ASSOCIATES, LLC 24240.05%0.71%2.18%Q4 2017Q3 202324
US BANCORP \DE\ 2220.00%0.08%0.17%Q2 2017Q3 202324
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.01%0.02%Q4 2017Q3 202324
LORD, ABBETT & CO. LLC 1010.01%0.28%0.57%Q3 2016Q3 202324
HighTower Advisors, LLC 2210.00%0.02%0.05%Q3 2017Q3 202324
Ameritas Investment Partners, Inc. 1590.00%0.01%0.04%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.06%Q4 2017Q3 202324
Kistler-Tiffany Companies, LLC 24240.00%0.03%0.07%Q3 2017Q2 202324
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 24240.01%0.70%1.49%Q4 2017Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.01%Q4 2017Q3 202324
Covenant Asset Management, LLC 19190.15%2.24%5.20%Q1 2019Q3 202324
Knuff & Co LLC 20200.06%2.44%4.18%Q4 2018Q3 202324
DIMENSIONAL FUND ADVISORS LP 23230.00%0.01%0.02%Q1 2018Q3 202323
Walleye Capital LLC 610.01%0.08%0.50%Q1 2019Q3 202323
Texas Yale Capital Corp. 23230.05%0.38%0.74%Q1 2018Q3 202323
GUGGENHEIM CAPITAL LLC 1110.00%0.01%0.07%Q2 2017Q3 202323
Sigma Planning Corp 2110.02%0.09%0.20%Q3 2017Q3 202323
Cetera Advisor Networks LLC 18180.00%0.02%0.04%Q2 2019Q3 202323
Sumitomo Mitsui DS Asset Management Company, Ltd 1490.02%0.49%1.88%Q1 2017Q3 202323
Janney Montgomery Scott LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
Cetera Investment Advisers 22220.03%0.05%0.08%Q2 2018Q3 202322
PANAGORA ASSET MANAGEMENT INC 2110.00%0.01%0.03%Q2 2017Q3 202322
Advisory Services Network, LLC 1320.00%0.07%0.16%Q2 2017Q3 202322
Tower Research Capital LLC (TRC) 1410.00%0.02%0.09%Q4 2016Q3 202322
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1110.14%1.58%4.43%Q4 2017Q3 202322
JENNISON ASSOCIATES LLC 22220.04%0.52%1.26%Q2 2018Q3 202322
Migdal Insurance & Financial Holdings Ltd. 1240.00%0.02%0.08%Q4 2017Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.10%0.21%Q2 2018Q3 202322
Man Group plc 1930.00%0.02%0.06%Q1 2018Q3 202322
Capital Impact Advisors, LLC 1620.18%0.68%1.44%Q1 2017Q4 202222
B. Riley Wealth Advisors, Inc. 22220.04%0.12%0.76%Q2 2018Q3 202322
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22220.02%0.37%0.98%Q2 2018Q3 202322
JACOBSON & SCHMITT ADVISORS, LLC 22222.30%4.09%6.17%Q2 2018Q3 202322
AMALGAMATED BANK 22220.01%0.03%0.07%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.03%0.08%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.06%Q2 2018Q3 202322
ALPS ADVISORS INC 1410.00%0.01%0.02%Q1 2017Q3 202322
PRUDENTIAL FINANCIAL INC 22220.00%0.00%0.01%Q2 2018Q3 202322
Valeo Financial Advisors, LLC 1180.00%0.01%0.03%Q3 2018Q3 202322
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 22220.00%0.04%0.06%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.03%Q2 2018Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.01%0.02%Q1 2018Q3 202321
WELLINGTON MANAGEMENT GROUP LLP 1740.00%0.02%0.08%Q3 2016Q1 202221
LOS ANGELES CAPITAL MANAGEMENT LLC 1470.00%0.02%0.15%Q4 2017Q3 202321
AQR Capital Management 1920.00%0.01%0.02%Q1 2018Q3 202321
Broadleaf Partners, LLC 21211.41%2.68%3.80%Q3 2018Q3 202321
Baillie Gifford 21210.10%1.55%3.19%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 1470.00%0.00%0.01%Q1 2018Q3 202321
SYNOVUS FINANCIAL CORP 1290.00%0.00%0.01%Q2 2018Q3 202321
GRIFFIN ASSET MANAGEMENT, INC. 21210.11%0.51%1.07%Q3 2018Q3 202321
FRONTIER CAPITAL MANAGEMENT CO LLC 1030.00%0.22%0.91%Q1 2017Q3 202321
FRIESS ASSOCIATES LLC 1210.06%1.12%2.32%Q3 2016Q1 202221
Mitsubishi UFJ Trust & Banking Corp 21210.09%0.23%0.41%Q3 2018Q3 202321
Curbstone Financial Management Corp 1510.13%0.19%0.30%Q2 2018Q4 202321
MASSMUTUAL TRUST CO FSB/ADV 21210.00%0.00%0.01%Q4 2018Q4 202321
Parallel Advisors, LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.02%0.07%Q3 2018Q3 202321
WESTWOOD MANAGEMENT CORP /IL/ 21214.09%8.67%12.33%Q3 2018Q3 202321
Stratos Wealth Partners, LTD. 1910.00%0.01%0.03%Q1 2018Q3 202321
Renaissance Technologies 1020.01%0.07%0.31%Q1 2017Q1 202321
CIBC WORLD MARKET INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.14%Q3 2018Q3 202321
HUNTINGTON NATIONAL BANK 1620.00%0.00%0.00%Q3 2017Q3 202321
MORGENS WATERFALL VINTIADIS & CO INC 20202.37%5.34%8.04%Q4 2018Q3 202321
Tradewinds Capital Management, LLC 1830.00%0.00%0.01%Q4 2017Q3 202321
Penserra Capital Management LLC 1650.00%0.19%1.16%Q2 2018Q3 202321
DUNCKER STREETT & CO INC 1650.00%0.00%0.00%Q2 2018Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 21210.00%0.01%0.03%Q1 2017Q1 202221
D.A. DAVIDSON & CO. 1810.00%0.02%0.05%Q4 2018Q3 202321
GROUP ONE TRADING, L.P. 1030.00%0.02%0.04%Q2 2017Q3 202320
XR Securities LLC 840.00%0.04%0.16%Q2 2020Q3 202320
NORGES BANK 1820.00%0.03%0.06%Q3 2016Q4 202220
Global Wealth Management Investment Advisory, Inc. 20200.01%0.18%0.43%Q4 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q4 2018Q3 202320
Neuberger Berman Group LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
Nuveen Asset Management, LLC 20200.02%0.03%0.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.08%0.20%Q4 2017Q3 202220
Lido Advisors, LLC 1420.00%0.01%0.03%Q3 2019Q3 202320
BDO Wealth Advisors, LLC 10100.00%0.00%0.02%Q2 2018Q2 202320
Atria Investments, Inc 1280.01%0.02%0.04%Q2 2018Q3 202320
Larson Financial Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
SIGNATUREFD, LLC 1910.00%0.01%0.02%Q2 2018Q3 202320
Engineers Gate Manager LP 810.02%0.21%0.68%Q4 2016Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1820.00%0.00%0.00%Q2 2018Q3 202320
CIBC Asset Management Inc 1910.00%0.02%0.07%Q3 2018Q3 202320
Hudock, Inc. 20200.00%0.01%0.02%Q4 2017Q3 202220
FORTE CAPITAL LLC /ADV 20200.83%2.48%3.63%Q4 2018Q3 202320
MML INVESTORS SERVICES, LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
AE Wealth Management LLC 18180.00%0.09%0.30%Q2 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
UNITED CAPITAL FINANCIAL ADVISORS, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
BALDWIN BROTHERS LLC/MA 19190.01%0.03%0.05%Q2 2019Q4 202319
SeaCrest Wealth Management, LLC 1310.00%0.04%0.07%Q4 2017Q3 202319
First Horizon Advisors, Inc. 19190.00%0.01%0.01%Q1 2019Q3 202319
MACROVIEW INVESTMENT MANAGEMENT LLC 1330.00%0.00%0.01%Q2 2018Q3 202319
OPPENHEIMER & CO INC 19190.01%0.04%0.07%Q1 2019Q3 202319
Baird Financial Group, Inc. 19190.01%0.02%0.02%Q1 2019Q3 202319
BEACON INVESTMENT ADVISORY SERVICES, INC. 19190.11%0.46%0.77%Q1 2019Q3 202319
SIMPLEX TRADING, LLC 1410.00%0.01%0.06%Q3 2017Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
MEEDER ASSET MANAGEMENT INC 1810.00%0.03%0.20%Q3 2018Q3 202319
FIRST HAWAIIAN BANK 1630.00%0.06%0.13%Q3 2018Q3 202319
QUADRANT CAPITAL GROUP LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Institute for Wealth Management, LLC. 19190.06%0.13%0.21%Q1 2019Q3 202319
NISA INVESTMENT ADVISORS, LLC 1630.00%0.02%0.04%Q4 2018Q3 202319
Harvest Fund Management Co., Ltd 1410.00%0.02%0.07%Q3 2018Q3 202319
M&T BANK CORP 1630.00%0.00%0.01%Q3 2018Q3 202319
TWO SIGMA ADVISERS, LP 710.00%0.02%0.07%Q1 2017Q2 202318
STATE OF WISCONSIN INVESTMENT BOARD 18180.00%0.03%0.06%Q2 2019Q3 202318
AMERICAN CENTURY COMPANIES INC 18180.00%0.03%0.09%Q2 2019Q3 202318
Dynamic Advisor Solutions LLC 16160.00%0.05%0.11%Q4 2019Q3 202318
Crestwood Advisors Group, LLC 18180.22%0.57%1.01%Q2 2019Q3 202318
Private Advisor Group, LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
SHELL ASSET MANAGEMENT CO 18180.01%0.03%0.05%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.00%0.01%Q2 2019Q3 202318
Plante Moran Financial Advisors, LLC 18180.00%0.01%0.03%Q2 2019Q3 202318
GSA CAPITAL PARTNERS LLP 1010.02%0.08%0.23%Q2 2017Q2 202318
Redhawk Wealth Advisors, Inc. 18180.16%0.28%0.55%Q3 2018Q4 202218
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 18180.01%0.05%0.07%Q2 2019Q3 202318
Laird Norton Wetherby Wealth Management, LLC 410.00%0.01%0.02%Q4 2020Q3 202318
ProShare Advisors LLC 1710.00%0.01%0.10%Q2 2018Q3 202318
SteelPeak Wealth, LLC 14140.00%0.04%0.08%Q2 2020Q3 202318
HM PAYSON & CO 18180.01%0.01%0.02%Q2 2019Q3 202318
Sound Income Strategies, LLC 1710.00%0.00%0.02%Q4 2017Q3 202218
MACKENZIE FINANCIAL CORP 18180.00%0.00%0.02%Q2 2019Q3 202318
Treasurer of the State of North Carolina 18180.02%0.06%0.08%Q2 2019Q3 202318
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1310.01%0.32%0.85%Q3 2017Q1 202318
TEACHER RETIREMENT SYSTEM OF TEXAS 1440.00%0.02%0.08%Q4 2017Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
NORDEA INVESTMENT MANAGEMENT AB 1440.00%0.02%0.07%Q2 2018Q3 202318
SECURITY NATIONAL TRUST CO 17170.02%0.12%0.34%Q3 2017Q3 202117
DekaBank Deutsche Girozentrale 1410.00%0.01%0.04%Q2 2019Q3 202317
Mitsubishi UFJ Asset Management Co., Ltd. 1610.00%0.05%0.10%Q3 2018Q3 202317
NOMURA HOLDINGS INC 610.00%0.01%0.01%Q3 2017Q3 202317
Focused Wealth Management, Inc 17170.03%0.07%0.18%Q3 2019Q3 202317
Ellevest, Inc. 17170.06%0.17%0.45%Q3 2019Q3 202317
Utah Retirement Systems 17170.03%0.07%0.09%Q3 2019Q3 202317
CONGRESS ASSET MANAGEMENT CO /MA 1430.01%0.12%0.58%Q2 2018Q3 202317
Sumitomo Mitsui Trust Holdings, Inc. 1430.00%0.05%0.09%Q2 2019Q3 202317
SG Americas Securities, LLC 610.00%0.01%0.05%Q4 2017Q3 202317
Capital Analysts, LLC 1520.00%0.00%0.00%Q1 2018Q3 202317
Prime Capital Investment Advisors, LLC 17170.01%0.11%0.34%Q3 2019Q3 202317
WHITTIER TRUST CO 1520.00%0.01%0.02%Q1 2017Q2 202317
Mirae Asset Global Investments Co., Ltd. 1410.00%0.03%0.13%Q3 2018Q3 202317
Smithfield Trust Co 1410.00%0.00%0.01%Q3 2018Q3 202317
Snowden Capital Advisors LLC 980.02%0.17%0.60%Q2 2019Q3 202317
LEVEL FOUR ADVISORY SERVICES, LLC 1010.01%0.04%0.08%Q3 2018Q3 202317
AXA S.A. 1430.00%0.01%0.04%Q4 2018Q3 202317
BERKSHIRE CAPITAL HOLDINGS INC 1520.00%3.16%7.14%Q4 2018Q3 202317
NATIXIS 710.01%0.07%0.64%Q2 2017Q3 202317
Williams Jones Wealth Management, LLC. 17170.72%1.27%2.10%Q3 2019Q3 202317
Alpha Cubed Investments, LLC 17170.02%0.03%0.06%Q3 2019Q3 202317
Avitas Wealth Management LLC 1310.05%0.15%0.33%Q1 2019Q3 202317
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.36%1.03%Q4 2019Q3 202317
Malaga Cove Capital, LLC 980.15%0.57%1.03%Q2 2019Q3 202317
ALBION FINANCIAL GROUP /UT 1070.04%0.09%0.14%Q2 2019Q3 202317
COMERICA BANK 1320.00%0.01%0.02%Q2 2017Q3 202317
State of New Jersey Common Pension Fund D 17170.02%0.05%0.07%Q3 2019Q3 202317
Covington Capital Management 17170.00%0.00%0.00%Q3 2018Q3 202217
WINTON GROUP Ltd 1160.00%0.03%0.08%Q3 2018Q1 202317
PITCAIRN CO 840.02%0.04%0.12%Q2 2018Q3 202317
Skandinaviska Enskilda Banken AB (publ) 1430.00%0.03%0.06%Q2 2019Q3 202317
OGBORNE CAPITAL MANAGEMENT, LLC 1071.30%6.53%11.57%Q4 2018Q3 202317
Truvestments Capital LLC 1510.02%0.20%0.36%Q2 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.06%0.13%0.21%Q4 2019Q3 202316
West Oak Capital, LLC 1030.00%0.01%0.03%Q4 2016Q3 202316
Teamwork Financial Advisors, LLC 16160.34%2.08%6.08%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
APG Asset Management N.V. 1420.00%0.03%0.16%Q1 2019Q3 202316
Independent Advisor Alliance 16160.00%0.11%0.19%Q4 2019Q3 202316
LOGAN CAPITAL MANAGEMENT INC 16160.06%1.03%1.50%Q4 2019Q3 202316
TUDOR INVESTMENT CORP ET AL 310.01%0.05%0.16%Q3 2016Q3 202316
CI INVESTMENTS INC. 920.00%0.01%0.08%Q3 2016Q3 202316
TD ASSET MANAGEMENT INC 1420.00%0.04%0.13%Q4 2018Q3 202316
Banque Cantonale Vaudoise 16160.01%0.03%0.08%Q4 2019Q3 202316
1832 Asset Management L.P. 510.00%0.20%0.32%Q2 2017Q3 202316
FINANCIAL COUNSELORS INC 16160.04%0.10%0.16%Q4 2019Q3 202316
MISSION WEALTH MANAGEMENT, LP 12120.07%0.69%1.69%Q4 2020Q3 202316
Meridian Wealth Management, LLC 1510.01%0.82%1.91%Q2 2019Q3 202316
Prospera Financial Services Inc 16160.03%0.05%0.09%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Gradient Investments LLC 640.00%0.00%0.00%Q2 2019Q3 202316
STEPHENS INC /AR/ 1510.01%0.02%0.04%Q2 2019Q3 202316
PEREGRINE CAPITAL MANAGEMENT LLC 16160.44%1.09%1.57%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.03%0.10%Q4 2019Q3 202316
RESOURCES MANAGEMENT CORP /CT/ /ADV 16160.00%0.08%0.16%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 1240.00%0.07%0.14%Q2 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.04%Q4 2019Q3 202316
Quantbot Technologies LP 210.01%0.09%0.34%Q1 2017Q3 202316
CNB Bank 16160.02%0.19%0.30%Q4 2019Q3 202316
ClariVest Asset Management LLC 16160.00%0.08%0.51%Q4 2019Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 16160.00%0.00%0.01%Q4 2019Q3 202316
COMMERCE BANK 16160.00%0.01%0.01%Q4 2019Q3 202316
Sandy Spring Bank 16160.00%0.00%0.01%Q4 2019Q3 202316
JAG CAPITAL MANAGEMENT, LLC 16160.50%2.17%3.06%Q4 2019Q3 202316
Values First Advisors, Inc. 16160.44%0.62%0.86%Q4 2019Q3 202316
Calamos Advisors LLC 1310.00%0.01%0.03%Q3 2018Q2 202316
1623 Capital LLC 16161.03%2.00%3.28%Q4 2019Q3 202316
Advisors Asset Management, Inc. 880.00%0.00%0.01%Q2 2019Q3 202316
Davidson Capital Management Inc. 16160.00%0.41%0.91%Q4 2019Q3 202316
BROWN ADVISORY INC 1420.00%0.00%0.01%Q4 2018Q3 202316
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.06%0.17%Q4 2016Q2 202316
Lindbrook Capital, LLC 1410.00%0.02%0.06%Q4 2018Q3 202315
CENTAURUS FINANCIAL, INC. 1410.00%0.03%0.06%Q2 2018Q3 202315
Manchester Capital Management LLC 15150.00%0.02%0.05%Q1 2020Q3 202315
JFS WEALTH ADVISORS, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
SCOUT INVESTMENTS, INC. 820.03%0.17%0.29%Q1 2018Q3 202215
EFG Asset Management (Americas) Corp. 1140.46%0.67%0.88%Q3 2019Q3 202315
GREAT LAKES ADVISORS, LLC 15150.00%0.05%0.18%Q1 2020Q3 202315
Granahan Investment Management 870.08%0.66%1.28%Q4 2017Q4 202115
FEDERATED HERMES, INC. 510.00%0.02%0.05%Q3 2017Q3 202315
FULTON BANK, N.A. 15150.02%0.04%0.06%Q2 2020Q4 202315
Compagnie Lombard Odier SCmA 1310.00%0.00%0.01%Q1 2018Q3 202315
FIRST CITIZENS BANK & TRUST CO 960.01%0.05%0.17%Q4 2019Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.01%0.08%Q4 2019Q4 202315
MASTRAPASQUA ASSET MANAGEMENT INC 15150.62%1.10%1.59%Q1 2019Q3 202215
Arizona State Retirement System 15150.03%0.07%0.09%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.05%0.07%Q1 2020Q3 202315
Jefferies Group LLC 610.00%0.02%0.06%Q3 2017Q1 202115
Bayesian Capital Management, LP 710.09%0.31%0.75%Q2 2017Q2 202315
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Caprock Group, LLC 1410.03%0.04%0.06%Q2 2018Q3 202315
VIRGINIA RETIREMENT SYSTEMS ET AL 640.00%0.02%0.13%Q3 2017Q1 202215
CMH Wealth Management LLC 15151.40%2.42%3.37%Q1 2020Q3 202315
Strategic Blueprint, LLC 14140.01%0.09%0.12%Q2 2020Q3 202315
HBK Sorce Advisory LLC 15150.02%0.06%0.08%Q1 2020Q3 202315
HighMark Wealth Management LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Anchor Investment Management, LLC 15150.01%0.03%0.09%Q2 2020Q4 202315
Parkside Financial Bank & Trust 15150.00%0.01%0.01%Q1 2020Q3 202315
WESTPAC BANKING CORP 15150.02%0.07%0.14%Q1 2020Q3 202315
Pier Capital, LLC 640.06%0.76%1.28%Q4 2016Q3 202315
Tygh Capital Management, Inc. 15150.56%1.48%2.11%Q3 2017Q1 202115
CANADA PENSION PLAN INVESTMENT BOARD 1110.00%0.01%0.05%Q4 2018Q3 202315
Sterling Investment Advisors, Ltd. 15150.08%0.20%0.88%Q1 2020Q3 202315
NVWM, LLC 960.00%0.13%0.52%Q1 2018Q4 202115
Van Hulzen Asset Management, LLC 15150.03%0.05%0.08%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.01%0.03%Q4 2019Q3 202315
FAS Wealth Partners, Inc. 15150.04%0.06%0.09%Q1 2020Q3 202315
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.05%0.13%Q4 2018Q2 202315
Sheaff Brock Investment Advisors, LLC 1410.02%0.05%0.06%Q4 2019Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 15150.01%0.06%0.10%Q1 2020Q3 202315
CAPITAL ADVISORS INC/OK 14140.01%0.01%0.01%Q2 2020Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.03%0.08%0.15%Q2 2020Q3 202314
CASTLEARK MANAGEMENT LLC 1040.00%0.08%0.40%Q3 2018Q2 202214
Loudon Investment Management, LLC 14140.17%0.29%0.39%Q2 2020Q3 202314
IFM Investors Pty Ltd 14140.06%0.08%0.10%Q2 2020Q3 202314
FIDUCIARY TRUST CO 14140.01%0.02%0.03%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 1220.00%0.00%0.00%Q2 2018Q4 202114
HHM Wealth Advisors, LLC 14140.00%0.10%0.18%Q2 2020Q3 202314
abrdn plc 14140.00%0.01%0.02%Q2 2020Q3 202314
National Pension Service 14140.06%0.08%0.10%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 14140.00%0.04%0.10%Q2 2020Q3 202314
SEVEN EIGHT CAPITAL, LP 410.00%0.24%0.50%Q2 2017Q3 202314
Rathbones Group PLC 14140.00%0.01%0.01%Q2 2020Q3 202314
KBC Group NV 14140.01%0.10%0.33%Q2 2020Q3 202314
Apollon Wealth Management, LLC 14140.09%0.15%0.32%Q2 2020Q3 202314
Sunbelt Securities, Inc. 1310.03%0.16%0.21%Q1 2020Q3 202314
PARNASSUS INVESTMENTS, LLC 14140.03%0.05%0.09%Q2 2020Q3 202314
Belpointe Asset Management LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
ROCKY MOUNTAIN ADVISERS, LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
Glassman Wealth Services 1310.00%0.00%0.01%Q1 2020Q3 202314
Fort Point Capital Partners LLC 930.02%0.08%0.19%Q1 2020Q3 202314
XPONANCE, INC. 14140.04%0.06%0.08%Q2 2020Q3 202314
ACADIAN ASSET MANAGEMENT LLC 1310.00%0.01%0.02%Q2 2017Q3 202314
Foster Victor Wealth Advisors, LLC 10100.01%0.12%0.28%Q1 2019Q2 202114
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.02%0.03%0.04%Q2 2020Q3 202314
Visionary Wealth Advisors 14140.02%0.04%0.06%Q2 2020Q3 202314
FORSTA AP-FONDEN 14140.05%0.07%0.09%Q2 2020Q3 202314
ASSETMARK, INC 1010.00%0.00%0.00%Q4 2018Q3 202314
Gulf International Bank (UK) Ltd 14140.05%0.08%0.10%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.02%0.02%0.04%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
EATON VANCE MANAGEMENT 14140.00%0.01%0.02%Q2 2019Q3 202214
SCHRODER INVESTMENT MANAGEMENT GROUP 1220.00%0.02%0.05%Q4 2019Q3 202314
Grandview Asset Management LLC 14140.16%0.36%0.70%Q2 2020Q3 202314
Asset Management One Co., Ltd. 14140.04%0.05%0.08%Q2 2020Q3 202314
Ascent Wealth Partners, LLC 1040.17%0.43%0.76%Q4 2019Q3 202314
WEBSTER BANK, N. A. 14140.00%0.01%0.04%Q2 2020Q3 202314
TORONTO DOMINION BANK 14140.01%0.01%0.01%Q2 2020Q3 202314
USS Investment Management Ltd 14140.01%0.05%0.08%Q2 2020Q3 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 950.12%0.29%0.39%Q1 2020Q3 202314
Spouting Rock Asset Management, LLC 710.16%0.59%2.24%Q4 2019Q3 202314
NORTH STAR ASSET MANAGEMENT INC 14140.02%0.03%0.04%Q2 2020Q3 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1040.01%0.05%0.08%Q4 2019Q3 202314
DOCK STREET ASSET MANAGEMENT INC 14140.49%1.15%2.35%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 1220.00%0.00%0.01%Q1 2020Q3 202314
SRS Capital Advisors, Inc. 1040.00%0.01%0.01%Q1 2020Q3 202314
CAMDEN NATIONAL BANK 14140.04%0.07%0.09%Q2 2020Q3 202314
BREWIN DOLPHIN LTD 14140.00%0.00%0.01%Q2 2018Q3 202114
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14140.02%0.03%0.05%Q2 2020Q3 202314
CERTUITY, LLC 14140.06%0.17%0.43%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.01%0.03%0.08%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 14140.01%0.03%0.11%Q2 2020Q3 202314
Procyon Advisors, LLC 14140.08%0.12%0.17%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.05%0.12%0.19%Q2 2020Q3 202314
NewEdge Advisors, LLC 710.00%0.02%0.04%Q3 2018Q3 202314
Orion Portfolio Solutions, LLC 630.00%0.01%0.04%Q4 2019Q3 202314
Aviance Capital Partners, LLC 14140.15%0.40%0.61%Q2 2020Q3 202314
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 14140.07%0.09%0.11%Q2 2020Q3 202314
TOCQUEVILLE ASSET MANAGEMENT L.P. 14140.00%0.02%0.10%Q3 2018Q4 202114
Daiwa Securities Group Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
ExodusPoint Capital Management, LP 610.02%0.06%0.15%Q2 2019Q2 202313
Archon Partners LLC 13130.15%0.24%0.43%Q1 2019Q1 202213
OneDigital Investment Advisors LLC 610.00%0.01%0.03%Q2 2018Q3 202313
Allworth Financial LP 1120.00%0.00%0.00%Q1 2019Q3 202313
Sargent Investment Group, LLC 1210.07%0.11%0.16%Q2 2020Q3 202313
ROYAL LONDON ASSET MANAGEMENT LTD 13130.03%0.10%0.18%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 760.02%0.08%0.17%Q2 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.09%0.29%Q3 2020Q3 202313
PEAK6 Group LLC 550.00%0.01%0.04%Q2 2017Q2 201813
FIRST MERCANTILE TRUST CO 13130.11%0.22%0.35%Q3 2018Q3 202113
Asset Dedication, LLC 1010.00%0.00%0.01%Q4 2019Q3 202313
Bedel Financial Consulting, Inc. 1210.00%0.02%0.06%Q2 2019Q2 202313
Cornerstone Wealth Management, LLC 810.00%0.03%0.06%Q2 2018Q3 202313
Pinnacle Bancorp, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
O'Shares Investment Advisers, LLC 13130.08%0.31%0.62%Q1 2019Q1 202213
Pacific Wealth Strategies Group, Inc. 13130.37%1.29%1.62%Q3 2020Q3 202313
Concorde Asset Management, LLC 710.29%0.93%1.68%Q2 2019Q3 202313
Advisor Group, Inc. 13130.00%0.01%0.02%Q4 2016Q4 201913
9258 Wealth Management, LLC 13130.04%0.08%0.11%Q3 2020Q3 202313
AVIVA PLC 13130.02%0.04%0.06%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.89%1.51%2.31%Q3 2020Q3 202313
TCI Wealth Advisors, Inc. 1120.00%0.01%0.01%Q2 2019Q1 202313
METROPOLITAN LIFE INSURANCE CO/NY 1120.01%0.03%0.04%Q3 2018Q4 202113
OneAscent Financial Services LLC 610.08%0.24%0.51%Q2 2019Q2 202313
PARK AVENUE SECURITIES LLC 13130.01%0.05%0.08%Q3 2020Q3 202313
SCOTIA CAPITAL INC. 810.00%0.00%0.00%Q3 2018Q3 202313
MITCHELL MCLEOD PUGH & WILLIAMS INC 13130.18%0.30%0.44%Q1 2020Q1 202313
Schonfeld Strategic Advisors LLC 710.00%0.13%0.42%Q4 2017Q3 202313
Illinois Municipal Retirement Fund 13130.01%0.02%0.03%Q3 2020Q3 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.01%0.02%0.05%Q3 2020Q3 202313
Advisory Resource Group 1120.10%0.15%0.21%Q2 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.01%0.02%Q3 2020Q3 202313
Virtu Financial LLC 310.03%0.22%0.83%Q3 2017Q4 202213
PineBridge Investments, L.P. 13130.01%0.06%0.09%Q2 2020Q2 202313
HARDING LOEVNER LP 13130.00%0.64%1.18%Q1 2020Q1 202313
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1010.08%0.14%0.21%Q4 2019Q3 202313
Shellback Capital, LP 810.26%1.05%2.64%Q4 2017Q3 202313
Catalyst Capital Advisors LLC 710.00%0.08%0.51%Q3 2016Q3 202313
CIGNA INVESTMENTS INC /NEW 13130.01%0.04%0.08%Q3 2020Q3 202313
HRT FINANCIAL LP 610.00%0.12%0.48%Q3 2019Q3 202313
Empowered Funds, LLC 530.02%0.26%0.54%Q1 2019Q3 202313
Achmea Investment Management B.V. 760.04%0.07%0.10%Q2 2020Q3 202313
Simplicity Solutions, LLC 820.01%0.03%0.10%Q2 2018Q3 202313
Sugarloaf Wealth Management, LLC 1010.00%0.00%0.01%Q1 2020Q3 202313
Vident Investment Advisory, LLC 13130.01%0.03%0.04%Q2 2020Q2 202313
NEXT Financial Group, Inc 610.00%0.01%0.03%Q2 2017Q4 202113
Newbridge Financial Services Group, Inc. 13130.05%0.07%0.13%Q3 2020Q3 202313
LAZARD ASSET MANAGEMENT LLC 1210.00%0.00%0.01%Q3 2019Q3 202313
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 760.00%0.01%0.03%Q1 2018Q2 202113
FRANKLIN RESOURCES INC 13130.00%0.00%0.01%Q3 2020Q3 202313
Blue Zone Wealth Advisors, LLC 13131.48%1.87%2.25%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
GPS Wealth Strategies Group, LLC 13130.15%0.23%0.32%Q3 2020Q3 202313
Greytown Advisors Inc. 13130.15%0.20%0.28%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
Mount Yale Investment Advisors, LLC 610.01%0.04%0.11%Q1 2018Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.02%0.05%Q3 2020Q3 202313
C M BIDWELL & ASSOCIATES LTD 12120.03%0.13%0.28%Q2 2018Q1 202112
FNY Investment Advisers, LLC 610.00%0.06%0.28%Q2 2018Q1 202312
CREDIT AGRICOLE S A 910.00%0.01%0.15%Q3 2016Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.19%0.62%1.29%Q4 2020Q3 202312
BNP Paribas Asset Management Holding S.A. 610.00%0.00%0.01%Q2 2020Q3 202312
UMB Bank, n.a. 12120.00%0.00%0.01%Q4 2020Q3 202312
Bank Julius Baer & Co. Ltd, Zurich 1020.00%0.02%0.11%Q1 2020Q3 202312
TOKIO MARINE ASSET MANAGEMENT CO LTD 12120.02%0.03%0.05%Q4 2020Q3 202312
Sowell Financial Services LLC 720.00%0.03%0.10%Q3 2019Q2 202312
MARSHALL WACE, LLP 510.00%0.09%0.21%Q4 2016Q2 202312
Cresset Asset Management, LLC 610.00%0.01%0.02%Q4 2018Q3 202312
CNA FINANCIAL CORP 12120.19%0.35%0.62%Q1 2020Q4 202212
RAYMOND JAMES TRUST N.A. 750.01%0.01%0.02%Q2 2020Q3 202312
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 1110.00%0.01%0.01%Q1 2019Q2 202212
Livforsakringsbolaget Skandia, Omsesidigt 12120.00%0.02%0.04%Q4 2020Q3 202312
Orion Capital Management LLC 12120.87%2.65%5.33%Q4 2020Q3 202312
CreativeOne Wealth, LLC 1110.01%0.06%0.10%Q2 2020Q2 202312
Haverford Trust Co 750.00%0.01%0.01%Q3 2020Q3 202312
Sepio Capital, LP 12120.02%0.03%0.04%Q4 2020Q3 202312
HERITAGE INVESTORS MANAGEMENT CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Robeco Institutional Asset Management B.V. 12120.01%0.02%0.06%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
ALLSTATE CORP 1110.01%0.02%0.06%Q3 2019Q4 202212
EULAV Asset Management 12120.02%0.09%0.15%Q2 2017Q1 202012
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 610.01%0.08%0.18%Q2 2020Q3 202312
Guinness Atkinson Asset Management Inc 12120.00%0.03%0.04%Q4 2020Q3 202312
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1020.00%0.01%0.03%Q1 2020Q1 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
Paradiem, LLC 12120.91%1.20%1.63%Q4 2020Q3 202312
FUKOKU MUTUAL LIFE INSURANCE Co 12120.01%0.02%0.03%Q4 2020Q3 202312
Mathes Company, Inc. 820.14%0.20%0.25%Q2 2020Q3 202312
Jacobi Capital Management LLC 930.00%0.02%0.05%Q2 2018Q3 202112
Verition Fund Management LLC 710.00%0.01%0.04%Q3 2017Q3 202312
Alta Wealth Advisors LLC 12120.55%0.89%1.99%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Dai-ichi Life Insurance Company, Ltd 810.00%0.02%0.07%Q2 2020Q3 202312
Ardevora Asset Management LLP 840.01%0.58%1.06%Q1 2020Q3 202312
Qube Research & Technologies Ltd 610.00%0.09%0.26%Q2 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Integrated Advisors Network LLC 12120.15%0.24%0.33%Q4 2020Q3 202312
Arthedge Capital Management, LLC 121210.77%15.33%18.75%Q4 2020Q3 202312
LCM Capital Management Inc 12120.23%0.34%0.43%Q4 2020Q3 202312
AIA Group Ltd 12120.06%0.28%0.67%Q4 2020Q3 202312
Yorktown Management & Research Co Inc 530.19%0.42%0.77%Q1 2020Q3 202311
Trexquant Investment LP 610.02%0.14%0.24%Q4 2017Q4 202211
Global Retirement Partners, LLC 740.00%0.01%0.02%Q4 2018Q3 202311
Paragon Advisors, LLC 1010.28%0.73%1.33%Q4 2019Q4 202211
GoalVest Advisory LLC 830.03%0.05%0.07%Q4 2020Q4 202311
Clearview Wealth Advisors LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
THOROUGHBRED FINANCIAL SERVICES, LLC 11110.05%0.08%0.13%Q1 2021Q3 202311
Capital Advisory Group Advisory Services, LLC 1010.01%0.11%0.42%Q2 2019Q1 202211
Moors & Cabot, Inc. 11110.01%0.04%0.08%Q1 2021Q3 202311
Korea Investment CORP 1010.00%0.04%0.16%Q2 2020Q3 202311
MONTGOMERY INVESTMENT MANAGEMENT INC 710.09%0.11%0.15%Q3 2020Q3 202311
Tarbox Family Office, Inc. 11110.00%0.00%0.00%Q3 2019Q1 202211
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.01%0.02%Q2 2017Q4 201911
Stonebridge Capital Advisors LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Cerity Partners LLC 11110.01%0.01%0.04%Q1 2021Q3 202311
Crawford Lake Capital Management, LLC 210.55%1.24%2.80%Q1 2017Q4 202111
VALLEY NATIONAL ADVISERS INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Kensington Investment Counsel, LLC 830.90%1.41%1.82%Q4 2020Q3 202311
Maryland State Retirement & Pension System 740.04%0.06%0.10%Q4 2020Q3 202311
Mayflower Financial Advisors, LLC 650.03%0.05%0.06%Q4 2020Q3 202311
Taikang Asset Management (Hong Kong) Co Ltd 11110.37%0.89%1.75%Q1 2021Q3 202311
J.W. COLE ADVISORS, INC. 710.02%0.04%0.16%Q3 2020Q3 202311
Maryland Capital Management 11110.07%1.08%2.98%Q1 2020Q3 202211
CYPRESS ASSET MANAGEMENT INC/TX 11110.11%0.46%1.16%Q4 2017Q2 202011
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 920.00%0.00%0.02%Q4 2020Q3 202311
WILLIAMS JONES & ASSOCIATES LLC 11110.29%1.23%1.98%Q4 2016Q2 201911
Spire Wealth Management 11110.04%0.10%0.33%Q1 2021Q3 202311
DnB Asset Management AS 11110.02%0.03%0.04%Q2 2021Q4 202311
Mattern Wealth Management LLC 710.09%0.11%0.14%Q3 2020Q3 202311
SEEYOND 11110.01%0.03%0.10%Q2 2020Q4 202211
Centiva Capital, LP 320.00%0.02%0.07%Q1 2022Q3 202311
BESSEMER GROUP INC 610.00%0.00%0.00%Q1 2019Q3 202311
MYDA Advisors LLC 310.12%0.54%2.61%Q4 2017Q1 202211
Perigon Wealth Management, LLC 510.00%0.02%0.04%Q3 2011Q3 202311
Cavalier Investments, LLC 11110.18%0.54%0.95%Q2 2020Q4 202211
Rehmann Capital Advisory Group 710.00%0.03%0.09%Q2 2017Q1 202111
Meiji Yasuda Asset Management Co Ltd. 710.01%0.02%0.03%Q2 2020Q3 202311
Avestar Capital, LLC 11110.04%0.08%0.16%Q1 2021Q3 202311
Verdence Capital Advisors LLC 830.02%0.05%0.08%Q2 2020Q3 202311
Douglass Winthrop Advisors, LLC 710.01%0.01%0.01%Q3 2020Q3 202311
Camelot Portfolios, LLC 11110.16%0.42%1.13%Q4 2018Q2 202111
Golden Green, Inc. 920.25%0.99%2.56%Q4 2020Q3 202311
Winch Advisory Services, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
PRUDENTIAL PLC 1010.00%0.03%0.07%Q3 2019Q3 202311
Evolutionary Tree Capital Management, LLC 650.15%2.03%2.97%Q4 2020Q3 202311
Sargent Bickham Lagudis LLC 650.00%0.00%0.01%Q1 2020Q4 202211
Donoghue Forlines LLC 11110.08%0.17%0.40%Q1 2021Q3 202311
Parisi Gray Wealth Management 820.11%0.18%0.24%Q3 2020Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
Elo Mutual Pension Insurance Co 10100.05%0.07%0.09%Q2 2021Q3 202310
TEACHERS ADVISORS, LLC 10100.00%0.02%0.06%Q4 2016Q1 201910
NORTHWEST WEALTH MANAGEMENT, LLC 910.10%0.30%0.67%Q1 2020Q3 202210
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 520.03%0.13%0.43%Q4 2020Q3 202310
REGIONS FINANCIAL CORP 640.00%0.00%0.00%Q4 2017Q3 202210
EDMOND DE ROTHSCHILD HOLDING S.A. 820.00%0.02%0.07%Q3 2020Q3 202310
Mutual Advisors, LLC 710.01%0.02%0.03%Q3 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
SILVERCREST ASSET MANAGEMENT GROUP LLC 310.00%0.00%0.01%Q4 2019Q3 202310
Sequoia Financial Advisors, LLC 810.01%0.02%0.04%Q3 2020Q3 202310
CIM, LLC 10100.14%0.31%0.50%Q4 2018Q1 202110
Vestcor Inc 10100.02%0.02%0.03%Q2 2021Q3 202310
ARK Investment Management 820.04%0.37%1.78%Q3 2019Q3 202310
BI Asset Management Fondsmaeglerselskab A/S 730.01%0.04%0.12%Q4 2020Q3 202310
Zions Bancorporation, N.A. 910.00%0.00%0.00%Q1 2021Q3 202310
AMUNDI ASSET MANAGEMENT US, INC. 10100.01%0.03%0.06%Q4 2018Q1 202110
CARILLON TOWER ADVISERS, INC. 550.02%0.05%0.11%Q1 2018Q4 202010
ENTERPRISE FINANCIAL SERVICES CORP 10100.00%0.00%0.01%Q3 2019Q4 202110
Dakota Wealth Management 520.01%0.03%0.05%Q4 2020Q3 202310
CALTON & ASSOCIATES, INC. 10100.06%0.09%0.18%Q2 2020Q3 202210
EQUITABLE TRUST CO 550.02%0.06%0.09%Q4 2019Q3 202310
Mariner, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
Tidal Investments LLC 10100.01%0.03%0.08%Q2 2021Q3 202310
LYELL WEALTH MANAGEMENT, LP 10100.40%0.59%0.72%Q2 2021Q3 202310
SG3 Management, LLC 210.01%0.14%0.41%Q2 2018Q2 202210
DRIEHAUS CAPITAL MANAGEMENT LLC 610.01%0.09%0.35%Q1 2017Q2 202010
Princeton Global Asset Management LLC 10100.01%0.01%0.02%Q1 2021Q2 202310
Aries Wealth Management 610.09%0.12%0.16%Q3 2020Q3 202310
Polen Capital Management 10100.00%0.01%0.01%Q2 2021Q3 202310
ROOSEVELT INVESTMENT GROUP LLC 10100.02%0.04%0.06%Q2 2020Q3 202210
GILL CAPITAL PARTNERS, LLC 640.10%0.12%0.14%Q2 2021Q4 202310
Kovack Advisors, Inc. 990.00%0.27%0.44%Q2 2020Q2 202210
Diversified Portfolios, Inc. 10100.04%0.12%0.29%Q2 2021Q3 202310
IEQ CAPITAL, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
BOSTON FAMILY OFFICE LLC 820.02%0.02%0.03%Q2 2020Q3 202310
TIAA CREF INVESTMENT MANAGEMENT LLC 10100.00%0.01%0.01%Q4 2016Q1 201910
JANICZEK WEALTH MANAGEMENT, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
KORNITZER CAPITAL MANAGEMENT INC /KS 640.15%0.23%0.31%Q2 2018Q3 202310
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.04%0.15%Q2 2017Q3 202310
Schwab Charitable Fund 610.02%0.03%0.04%Q4 2020Q3 202310
Jump Financial, LLC 510.01%0.11%0.33%Q4 2020Q3 202310
Ascendant Capital Management, LLC 540.18%1.20%2.50%Q4 2020Q1 202310
BURNEY CO/ 640.01%0.22%0.64%Q4 2020Q3 202310
TOBAM 430.00%0.01%0.01%Q2 2019Q3 202310
SYMMETRY PEAK MANAGEMENT LLC 310.02%0.17%0.53%Q3 2017Q3 202310
MCKINLEY CAPITAL MANAGEMENT LLC 10100.00%0.31%0.42%Q4 2018Q1 202110
Cherry Creek Investment Advisors, Inc. 10100.97%1.32%1.64%Q2 2021Q3 202310
MetLife Investment Management, LLC 420.01%0.02%0.04%Q3 2018Q3 202310
Aperio Group, LLC 10100.00%0.01%0.03%Q3 2018Q4 202010
VISTA EQUITY PARTNERS MANAGEMENT, LLC 410.03%0.27%0.86%Q3 2016Q3 202310
PSI Advisors, LLC 910.04%0.07%0.12%Q4 2019Q3 202310
TSFG, LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
First Trust Direct Indexing L.P. 10100.05%0.08%0.11%Q2 2021Q3 202310
First American Bank 710.01%0.02%0.03%Q1 2019Q4 202110
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2020Q2 202310
PINNACLE FINANCIAL PARTNERS INC 910.00%0.00%0.00%Q1 2019Q4 202110
EMERALD ADVISERS, LLC 820.01%0.02%0.03%Q4 2020Q3 202310
Paradigm Financial Partners, LLC 10100.07%0.09%0.11%Q2 2021Q3 202310
Baltimore-Washington Financial Advisors, Inc. 410.02%0.12%0.65%Q1 2018Q3 202310
Amundi 10100.02%0.04%0.08%Q2 2021Q3 202310
Cipher Capital LP 510.03%0.13%0.40%Q1 2017Q1 20219
WealthTrust-Arizona, LLC 990.00%0.00%0.00%Q4 2016Q4 20189
AWM CAPITAL, LLC 991.23%2.65%6.38%Q3 2021Q3 20239
Fiera Capital Corp 630.02%0.02%0.03%Q2 2017Q4 20209
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 990.00%0.00%0.00%Q3 2021Q3 20239
Avior Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Harel Insurance Investments & Financial Services Ltd. 810.00%0.01%0.03%Q3 2019Q4 20219
Bridgewater Advisors Inc. 990.12%0.21%0.33%Q2 2021Q2 20239
PROFUND ADVISORS LLC 710.01%0.02%0.12%Q3 2020Q3 20239
Bogart Wealth, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Point72 Hong Kong Ltd 410.00%0.10%0.28%Q1 2018Q3 20229
LA FINANCIERE DE L'ECHIQUIER 630.04%0.32%0.48%Q1 2020Q2 20239
DIKER MANAGEMENT LLC 541.55%3.28%5.43%Q2 2021Q3 20239
NWK Group, Inc. 991.35%1.73%2.11%Q4 2019Q4 20219
Pearl River Capital, LLC 310.05%0.25%0.51%Q2 2019Q2 20239
QS Investors, LLC 710.00%0.04%0.07%Q3 2018Q2 20219
ZACKS INVESTMENT MANAGEMENT 710.00%0.03%0.06%Q4 2018Q3 20239
Bristlecone Advisors, LLC 990.03%0.10%0.17%Q3 2021Q3 20239
Andra AP-fonden 310.03%0.07%0.10%Q2 2020Q3 20239
AlphaCrest Capital Management LLC 510.03%0.06%0.12%Q4 2019Q3 20229
Brookstone Capital Management 410.00%0.01%0.03%Q4 2020Q3 20239
Checchi Capital Advisers, LLC 410.02%0.11%0.30%Q4 2020Q3 20239
Lisanti Capital Growth, LLC 610.13%0.83%1.62%Q3 2017Q3 20209
World Asset Management Inc 630.01%0.03%0.06%Q2 2019Q3 20219
Tredje AP-fonden 990.02%0.07%0.11%Q3 2021Q3 20239
Sutton Wealth Advisors Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
B. Riley Wealth Management, Inc. 990.00%0.19%0.40%Q2 2020Q2 20229
EMC Capital Management 990.04%0.20%0.40%Q3 2021Q3 20239
Motley Fool Asset Management LLC 520.00%0.06%0.11%Q4 2020Q3 20239
Xact Kapitalforvaltning AB 990.01%0.02%0.03%Q1 2018Q1 20209
GHP Investment Advisors, Inc. 810.00%0.01%0.02%Q2 2021Q3 20239
Concentrum Wealth Management 810.13%0.22%0.33%Q2 2020Q3 20239
Ausdal Financial Partners, Inc. 990.12%0.17%0.23%Q3 2021Q3 20239
HighPoint Advisor Group LLC 810.03%0.14%0.25%Q4 2019Q2 20229
Coastline Trust Co 990.03%0.05%0.07%Q3 2020Q3 20229
Derbend Asset Management 630.15%0.33%0.60%Q2 2021Q3 20239
Y-Intercept (Hong Kong) Ltd 320.05%0.18%0.49%Q4 2020Q3 20239
Integrated Wealth Concepts LLC 990.01%0.02%0.03%Q3 2021Q3 20239
TWIN CAPITAL MANAGEMENT INC 990.16%0.26%0.33%Q3 2021Q3 20239
VISTA INVESTMENT MANAGEMENT 540.12%0.13%0.15%Q2 2021Q3 20239
MADISON WEALTH MANAGEMENT 990.05%0.08%0.11%Q3 2020Q3 20229
AMP Capital Investors Ltd 710.00%0.04%0.08%Q4 2018Q3 20219
WEXFORD CAPITAL LP 810.04%0.10%0.33%Q4 2016Q4 20199
Brinker Capital Investments, LLC 810.04%0.05%0.06%Q3 2020Q4 20229
Caption Management, LLC 440.00%0.25%0.83%Q2 2022Q1 20239
Arlington Partners LLC 530.00%0.00%0.01%Q4 2020Q3 20238
ALGERT GLOBAL LLC 410.02%0.09%0.32%Q4 2020Q3 20238
BlueCrest Capital Management Ltd 410.01%0.02%0.04%Q3 2017Q4 20218
IHT Wealth Management, LLC 410.01%0.02%0.02%Q2 2021Q3 20238
Clay Northam Wealth Management, LLC 880.61%0.81%0.96%Q4 2021Q3 20238
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 880.26%1.19%3.16%Q1 2017Q4 20188
Capasso Planning Partners LLC 880.28%2.59%4.01%Q4 2021Q3 20238
Horrell Capital Management, Inc. 530.00%0.00%0.00%Q3 2021Q3 20238
Gerber Kawasaki Wealth & Investment Management 530.02%0.03%0.04%Q3 2021Q3 20238
DUALITY ADVISERS, LP 420.02%0.26%0.82%Q4 2020Q3 20238
Echo Street Capital Management LLC 510.00%0.01%0.01%Q4 2020Q1 20238
Allspring Global Investments Holdings, LLC 880.00%0.02%0.08%Q4 2021Q3 20238
BIRINYI ASSOCIATES INC 410.14%0.25%0.34%Q3 2019Q3 20228
Strengthening Families & Communities, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
TWINBEECH CAPITAL LP 210.01%0.74%1.48%Q4 2019Q3 20238
Dynamic Technology Lab Private Ltd 210.03%0.12%0.24%Q1 2017Q4 20218
TELEMUS CAPITAL, LLC 880.03%0.15%0.22%Q4 2018Q3 20208
Financial Architects, Inc 880.00%0.01%0.02%Q3 2018Q2 20208
Beacon Pointe Advisors, LLC 410.00%0.01%0.01%Q2 2021Q3 20238
OneAscent Wealth Management LLC 310.09%0.17%0.28%Q4 2020Q2 20238
Total Clarity Wealth Management, Inc. 410.05%0.09%0.13%Q4 2019Q3 20238
Deane Retirement Strategies, Inc. 510.48%1.45%2.94%Q3 2017Q3 20238
Wealth Alliance 610.05%0.16%0.26%Q2 2021Q3 20238
INTRUST BANK NA 410.04%0.07%0.11%Q3 2018Q4 20208
In-Depth Partners, LLC 887.07%9.11%10.88%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
WEALTH EFFECTS LLC 881.26%1.74%2.32%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q4 2021Q3 20238
FULLER & THALER ASSET MANAGEMENT, INC. 620.00%0.09%0.13%Q2 2017Q2 20208
B. Metzler seel. Sohn & Co. AG 880.01%0.01%0.02%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Annapolis Financial Services, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Xcel Wealth Management, LLC 880.10%0.21%0.40%Q2 2020Q1 20228
Sciencast Management LP 310.05%0.25%0.67%Q2 2019Q3 20238
WORLDQUANT MILLENNIUM ADVISORS LLC 310.03%0.08%0.13%Q1 2021Q3 20238
Capital Investment Advisory Services, LLC 620.00%0.03%0.04%Q2 2019Q1 20228
Hayden Royal, LLC 440.12%0.29%0.78%Q2 2019Q4 20218
L & S Advisors Inc 320.04%0.14%0.26%Q4 2019Q3 20238
Stiles Financial Services Inc 880.24%0.33%0.42%Q4 2021Q3 20238
Lattice Capital Management, LLC 880.04%0.22%0.72%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Fieldpoint Private Securities, LLC 710.02%0.02%0.03%Q4 2017Q2 20228
Redpoint Investment Management Pty Ltd 880.06%0.07%0.09%Q4 2020Q3 20228
CX Institutional 710.00%0.00%0.00%Q1 2020Q2 20228
Covestor Ltd 880.01%0.09%0.29%Q4 2021Q3 20238
Synergy Financial Group, LTD 884.10%4.92%5.63%Q4 2021Q3 20238
Bensler, LLC 880.69%0.98%1.57%Q4 2021Q3 20238
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 770.04%0.28%0.63%Q3 2016Q1 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.04%Q4 2021Q3 20238
Blueshift Asset Management, LLC 410.02%0.14%0.26%Q4 2019Q4 20228
Leelyn Smith, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
LVZ, Inc. 710.03%0.04%0.05%Q3 2020Q2 20238
Lumature Wealth Partners, LLC 880.02%0.03%0.05%Q3 2021Q2 20238
Financial Advocates Investment Management 440.02%0.03%0.05%Q2 2020Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.02%0.02%Q3 2021Q2 20238
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.23%0.51%Q1 2020Q3 20238
EFG Asset Management (North America) Corp. 880.87%1.23%1.46%Q4 2021Q3 20238
State of Alaska, Department of Revenue 410.00%0.01%0.03%Q2 2020Q3 20228
IBM Retirement Fund 880.05%0.07%0.08%Q2 2020Q1 20228
Gordian Capital Singapore Pte Ltd 880.00%0.01%0.08%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.08%0.20%Q4 2021Q3 20238
LAKE STREET FINANCIAL LLC 610.02%0.13%0.19%Q3 2021Q3 20238
V Wealth Advisors LLC 310.03%0.04%0.07%Q1 2020Q2 20238
Spearhead Capital Advisors, LLC 880.04%0.07%0.11%Q2 2020Q1 20228
Personal Capital Advisors Corp 620.00%0.00%0.00%Q4 2020Q4 20228
TD Waterhouse Canada Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q4 2020Q3 20238
TD Capital Management LLC 440.00%0.00%0.00%Q1 2021Q2 20238
FourThought Financial, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Core Alternative Capital 880.00%0.00%0.01%Q4 2021Q3 20238
EVOKE WEALTH, LLC 620.00%0.00%0.00%Q3 2019Q3 20228
Seaport Global Advisors, LLC 880.32%0.74%1.15%Q4 2021Q3 20238
ARTHUR M. COHEN & ASSOCIATES, LLC 620.04%0.06%0.08%Q4 2020Q3 20238
Csenge Advisory Group 770.03%0.04%0.05%Q1 2022Q3 20237
YOUSIF CAPITAL MANAGEMENT, LLC 520.00%0.00%0.01%Q4 2021Q3 20237
QUEST INVESTMENT MANAGEMENT LLC 520.28%0.83%1.39%Q1 2020Q1 20227
Disciplined Investments, LLC 610.00%0.00%0.00%Q1 2021Q2 20237
Level Financial Advisors, Inc. 430.01%0.06%0.17%Q4 2021Q3 20237
Steward Financial Group LLC 430.01%0.01%0.02%Q4 2021Q3 20237
Alterity Financial Group, LLC 310.37%0.57%0.97%Q1 2021Q3 20237
Renasant Bank 610.19%0.23%0.27%Q4 2020Q3 20227
ADVANTAGE INVESTMENT MANAGEMENT, LLC 770.01%0.02%0.04%Q1 2018Q3 20197
Dana Investment Advisors, Inc. 770.02%0.20%0.52%Q2 2018Q4 20197
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q1 2020Q3 20237
Holloway Wealth Management, LLC 770.01%0.01%0.01%Q3 2020Q1 20227
Redwood Financial Network Corp 770.39%0.61%0.85%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.02%0.05%0.08%Q2 2019Q1 20217
WEST PACES ADVISORS INC. 770.00%0.00%0.01%Q4 2017Q2 20197
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Realta Investment Advisors 310.01%0.04%0.07%Q2 2019Q4 20217
AGF INVESTMENTS INC. 770.03%0.05%0.11%Q3 2019Q1 20217
LRT Capital Management, LLC 770.21%0.71%1.12%Q1 2022Q3 20237
Activest Wealth Management 430.00%0.01%0.02%Q1 2021Q4 20227
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q4 20227
Atria Wealth Solutions, Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.02%0.04%Q3 2020Q3 20237
NumerixS Investment Technologies Inc 430.01%0.13%0.20%Q4 2016Q4 20197
Axiom Investment Management LLC 770.20%0.34%0.79%Q2 2020Q4 20217
J. Goldman & Co LP 310.04%0.96%2.03%Q2 2020Q4 20227
Assenagon Asset Management S.A. 510.00%0.02%0.05%Q4 2020Q3 20237
EAM Investors, LLC 520.30%0.44%0.59%Q2 2017Q2 20197
Farmers & Merchants Trust Co of Chambersburg PA 770.01%0.01%0.02%Q1 2022Q3 20237
BRIGHTON JONES LLC 520.01%0.02%0.02%Q4 2020Q3 20237
KCM INVESTMENT ADVISORS LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Financial Management Professionals, Inc. 610.00%0.00%0.01%Q2 2019Q3 20227
Candriam S.C.A. 610.00%0.01%0.02%Q2 2021Q3 20237
Arkadios Wealth Advisors 410.00%0.01%0.02%Q4 2019Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.03%0.03%Q4 2021Q2 20237
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
INVESTMENT HOUSE LLC 770.02%0.12%0.22%Q1 2022Q3 20237
WHITTIER TRUST CO OF NEVADA INC 770.00%0.00%0.00%Q1 2022Q3 20237
Castle Rock Wealth Management, LLC 610.14%0.31%0.49%Q2 2021Q3 20237
Wagner Wealth Management, LLC 410.00%0.04%0.06%Q4 2017Q3 20227
Soltis Investment Advisors LLC 410.03%0.04%0.05%Q4 2020Q3 20237
Alkeon Capital Management 520.39%0.63%0.97%Q3 2019Q2 20217
Capital Advisors, Ltd. LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.32%0.67%1.54%Q4 2021Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 770.00%0.01%0.01%Q4 2017Q2 20197
EP Wealth Advisors, LLC 430.01%0.02%0.04%Q3 2020Q3 20237
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.02%Q2 2020Q3 20237
Coastal Bridge Advisors, LLC 410.05%0.06%0.11%Q4 2020Q3 20237
DOHENY ASSET MANAGEMENT /CA 770.23%0.37%0.49%Q2 2020Q4 20217
Wealthspire Advisors, L.P. 410.00%0.00%0.01%Q3 2017Q3 20207
Kaizen Financial Strategies 610.19%0.48%0.76%Q3 2021Q2 20237
Claraphi Advisory Network, LLC 610.05%0.10%0.13%Q2 2019Q2 20217
HBW ADVISORY SERVICES LLC 410.04%0.07%0.08%Q4 2020Q3 20237
NN Investment Partners Holdings N.V. 520.01%0.03%0.10%Q4 2018Q1 20227
FIRST FOUNDATION ADVISORS 770.02%0.03%0.06%Q4 2020Q2 20227
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Quadrature Capital Ltd 210.02%0.17%0.50%Q2 2017Q3 20237
Crossmark Global Holdings, Inc. 320.01%0.01%0.01%Q4 2020Q3 20237
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.02%0.04%Q2 2019Q3 20237
Spark Investment Management LLC 520.04%0.47%1.06%Q4 2016Q1 20217
Employees Retirement System of Texas 770.02%0.03%0.06%Q4 2020Q2 20227
COLUMBUS CIRCLE INVESTORS 520.05%0.12%0.36%Q3 2018Q2 20207
Concord Wealth Partners 410.00%0.00%0.02%Q4 2020Q3 20237
JACOBS & CO/CA 210.02%0.03%0.03%Q3 2020Q3 20237
Avion Wealth 420.00%0.01%0.06%Q3 2020Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
PGGM Investments 220.01%0.02%0.03%Q4 2020Q3 20236
Koshinski Asset Management, Inc. 310.02%0.03%0.04%Q2 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Fund Management at Engine No. 1 LLC 510.05%0.07%0.08%Q1 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Point72 Asset Management, L.P. 210.02%0.04%0.10%Q4 2022Q3 20236
First Heartland Consultants, Inc. 660.02%0.06%0.09%Q3 2020Q4 20216
NuWave Investment Management, LLC 330.00%0.48%1.54%Q3 2020Q2 20226
Riverview Trust Co 510.01%0.02%0.02%Q1 2022Q3 20236
BREITER CAPITAL MANAGEMENT INC 420.10%0.15%0.21%Q3 2020Q1 20226
Elite Wealth Management, Inc. 660.02%0.03%0.04%Q4 2020Q1 20226
PARADIGM ASSET MANAGEMENT CO LLC 660.13%0.17%0.22%Q4 2020Q1 20226
British Airways Pensions Investment Management Ltd 330.15%0.30%0.43%Q1 2019Q4 20206
Lee Financial Co 310.00%0.01%0.02%Q4 2018Q2 20226
MinichMacGregor Wealth Management, LLC 510.00%0.01%0.02%Q3 2017Q4 20226
Nikko Asset Management Americas, Inc. 420.09%0.33%0.84%Q3 2019Q3 20236
SMITH ASSET MANAGEMENT GROUP LP 420.24%0.35%0.45%Q2 2019Q2 20216
Lion Street Advisors, LLC 210.09%0.90%4.76%Q1 2021Q2 20236
Perennial Investment Advisors, LLC 660.06%0.15%0.30%Q4 2020Q1 20226
ASB Consultores, LLC 510.10%0.15%0.26%Q1 2022Q3 20236
BB&T SECURITIES, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
BANK OF HAWAII 660.02%0.05%0.07%Q2 2022Q3 20236
DAVENPORT & Co LLC 210.00%0.00%0.00%Q4 2020Q3 20236
Itau Unibanco Holding S.A. 420.00%0.00%0.01%Q4 2021Q3 20236
Johnson Financial Group, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
FARR MILLER & WASHINGTON LLC/DC 660.03%0.04%0.05%Q2 2020Q3 20216
CSat Investment Advisory, L.P. 660.00%0.01%0.01%Q2 2019Q3 20206
ARBOR CAPITAL MANAGEMENT INC /ADV 310.20%0.24%0.27%Q4 2021Q3 20236
Western Wealth Management, LLC 310.02%0.02%0.04%Q4 2020Q3 20226
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 660.08%0.12%0.15%Q4 2020Q1 20226
PICTET ASSET MANAGEMENT LTD 660.00%0.01%0.02%Q1 2020Q2 20216
Voya Financial Advisors, Inc. 310.01%0.02%0.06%Q3 2018Q3 20236
Standard Family Office LLC 310.03%0.26%0.95%Q4 2020Q3 20226
HB Wealth Management, LLC 330.00%0.01%0.01%Q4 2021Q3 20236
CHICAGO EQUITY PARTNERS LLC 420.01%0.04%0.07%Q2 2017Q2 20196
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Carroll Financial Associates, Inc. 660.00%0.00%0.02%Q3 2020Q4 20216
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.01%0.03%Q1 2017Q4 20206
Avondale Wealth Management 660.13%0.18%0.26%Q2 2022Q3 20236
Bridgewater Associates 660.00%0.01%0.03%Q3 2021Q4 20226
MARINER INDEPENDENT ADVISOR NETWORK, LLC 660.13%0.17%0.22%Q2 2021Q3 20226
Weil Company, Inc. 660.38%0.74%1.17%Q4 2017Q1 20196
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.00%0.01%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.00%Q4 2018Q1 20206
Alberta Investment Management Corp 310.00%0.01%0.02%Q3 2019Q3 20236
VICUS CAPITAL 410.02%0.03%0.04%Q4 2020Q3 20226
StoneX Group Inc. 510.04%0.06%0.11%Q4 2020Q2 20226
IMC-Chicago, LLC 210.00%0.02%0.05%Q3 2021Q3 20236
PRW Wealth Management LLC 330.11%0.19%0.34%Q2 2020Q1 20226
XTX Topco Ltd 310.10%0.13%0.15%Q1 2021Q3 20236
ETRADE Capital Management LLC 330.01%0.02%0.04%Q2 2018Q3 20206
PIEDMONT INVESTMENT ADVISORS INC 510.00%0.02%0.03%Q2 2018Q1 20206
CVA Family Office, LLC 310.00%0.00%0.00%Q2 2021Q2 20236
Modera Wealth Management, LLC 310.01%0.01%0.02%Q4 2020Q3 20236
Bellwether Advisors, LLC 510.00%0.00%0.01%Q1 2021Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.04%0.07%Q2 2022Q3 20236
Quilter Plc 660.01%0.02%0.02%Q2 2020Q3 20216
Corient Capital Partners, LLC 660.02%0.02%0.03%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.00%0.03%0.08%Q2 2022Q3 20236
RPG Investment Advisory, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Lavaca Capital LLC 660.06%0.08%0.12%Q3 2020Q4 20216
Cardan Capital Partners, LLC 660.03%0.03%0.05%Q2 2020Q3 20216
Keel Point, LLC 660.04%0.08%0.10%Q3 2020Q4 20216
LifePro Asset Management 423.02%5.59%6.95%Q2 2020Q1 20226
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.02%0.03%Q2 2022Q3 20236
SVB WEALTH LLC 310.00%0.00%0.01%Q4 2021Q3 20236
JONES FINANCIAL COMPANIES LLLP 410.00%0.00%0.00%Q4 2021Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 410.01%0.01%0.04%Q2 2021Q1 20236
Azimuth Capital Investment Management LLC 660.41%0.59%0.79%Q2 2022Q3 20236
First Allied Advisory Services, Inc. 550.01%0.05%0.10%Q3 2019Q3 20205
CWA Asset Management Group, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
Meadow Creek Investment Management LLC 550.00%0.00%0.00%Q3 2018Q3 20195
American Trust 320.06%0.12%0.18%Q1 2022Q3 20235
Gladstone Institutional Advisory LLC 210.03%0.07%0.12%Q2 2019Q4 20215
IndexIQ Advisors LLC 550.00%0.09%0.14%Q1 2021Q1 20225
KB FINANCIAL PARTNERS, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Altshuler Shaham Ltd 320.00%0.00%0.00%Q3 2019Q1 20215
Latitude Advisors, LLC 320.07%0.10%0.16%Q3 2021Q3 20235
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q4 2018Q1 20215
Leucadia National 320.00%0.13%0.44%Q3 2017Q3 20235
Flinton Capital Management LLC 550.00%0.01%0.01%Q3 2018Q3 20195
Pacer Advisors, Inc. 410.00%0.00%0.01%Q4 2021Q3 20235
Alcosta Capital Management, Inc. 552.66%3.06%3.57%Q4 2020Q4 20215
T. Rowe Price Investment Management, Inc. 550.46%0.65%0.82%Q3 2022Q3 20235
GM Advisory Group, LLC 320.03%0.04%0.05%Q4 2020Q3 20235
RENAISSANCE GROUP LLC 550.02%0.02%0.03%Q4 2018Q4 20195
Stony Point Capital LLC 310.99%2.41%3.77%Q4 2019Q3 20235
Bridgefront Capital, LLC 210.13%0.16%0.21%Q4 2020Q3 20235
FOX RUN MANAGEMENT, L.L.C. 210.10%0.14%0.17%Q4 2017Q2 20235
Sonora Investment Management, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
State of Wyoming 410.00%0.00%0.01%Q3 2021Q3 20235
Traynor Capital Management, Inc. 210.03%0.05%0.11%Q2 2020Q3 20235
Stratos Wealth Advisors, LLC 310.02%0.04%0.09%Q2 2019Q4 20215
Stone Ridge Asset Management LLC 550.02%0.03%0.04%Q2 2018Q2 20195
RMR Wealth Builders 320.01%0.06%0.08%Q4 2020Q3 20235
AO Asset Management, LP 551.40%1.94%2.57%Q2 2019Q2 20205
Nadler Financial Group, Inc. 550.04%0.05%0.05%Q4 2020Q4 20215
tru Independence LLC 550.01%0.02%0.04%Q4 2019Q4 20205
Quantamental Technologies LLC 210.07%0.39%1.01%Q4 2018Q1 20225
JAT Capital Mgmt LP 410.93%3.39%8.16%Q2 2022Q3 20235
OppenheimerFunds, Inc. 410.02%0.04%0.09%Q3 2017Q1 20195
CAAS CAPITAL MANAGEMENT LP 330.03%0.05%0.08%Q2 2022Q4 20225
OSSIAM 550.00%0.01%0.01%Q3 2022Q3 20235
Desjardins Global Asset Management Inc. 410.01%0.01%0.02%Q2 2022Q3 20235
HIGHBRIDGE CAPITAL MANAGEMENT LLC 330.00%0.01%0.01%Q3 2017Q1 20185
M Holdings Securities, Inc. 550.04%0.05%0.06%Q1 2022Q1 20235
CLEAR STREET MARKETS LLC 110.00%0.03%0.07%Q1 2021Q3 20235
CIBC Private Wealth Group, LLC 310.00%0.04%0.11%Q3 2018Q3 20235
Marcum Wealth, LLC 550.08%0.10%0.13%Q4 2020Q4 20215
ROMAN BUTLER FULLERTON & CO 320.24%0.34%0.49%Q4 2018Q1 20215
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.01%0.03%Q1 2018Q1 20235
Alta Advisers Ltd 550.04%0.06%0.07%Q3 2022Q3 20235
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 550.45%1.74%2.78%Q4 2017Q4 20185
Balentine LLC 410.00%0.01%0.02%Q2 2020Q3 20235
WoodTrust Financial Corp 320.04%0.05%0.06%Q2 2021Q3 20235
Veritable, L.P. 210.00%0.00%0.00%Q4 2021Q2 20235
Gunderson Capital Management Inc. 320.56%0.79%0.93%Q1 2019Q4 20205
EVERMAY WEALTH MANAGEMENT LLC 410.00%0.01%0.01%Q2 2021Q3 20235
Adalta Capital Management LLC 550.14%0.16%0.19%Q4 2020Q4 20215
Baystate Wealth Management LLC 210.00%0.00%0.00%Q4 2020Q3 20235
Genesee Capital Advisors, LLC 320.15%0.18%0.25%Q4 2020Q1 20225
Silvant Capital Management LLC 550.24%0.43%0.54%Q3 2022Q3 20235
Maytus Capital Management, LLC 411.27%2.31%4.02%Q4 2021Q3 20235
Chicago Partners Investment Group LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Summit Trail Advisors, LLC 410.03%0.07%0.10%Q4 2017Q3 20205
Hennion & Walsh Asset Management, Inc. 310.01%0.02%0.02%Q3 2021Q1 20235
Riggs Asset Managment Co. Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
HBK INVESTMENTS L P 210.00%0.01%0.01%Q3 2016Q2 20215
HALL CAPITAL MANAGEMENT CO INC 410.12%0.17%0.20%Q4 2020Q1 20225
TITLEIST CAPITAL, LLC 552.39%3.06%3.96%Q4 2021Q4 20225
Graham Capital Management, L.P. 310.02%0.05%0.13%Q1 2022Q3 20235
L.M. KOHN & COMPANY 320.08%0.12%0.19%Q1 2022Q3 20235
D'Orazio & Associates, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
StrongBox Wealth, LLC 550.17%0.25%0.28%Q3 2020Q3 20215
RITHOLTZ WEALTH MANAGEMENT 310.01%0.01%0.02%Q1 2022Q3 20235
VAN ECK ASSOCIATES CORP 210.00%0.00%0.01%Q1 2021Q1 20235
Tyers Asset Management LLC 550.00%0.00%0.01%Q3 2018Q3 20195
Stonebridge Financial Planning Group, LLC 550.00%0.02%0.02%Q2 2020Q2 20215
WFA Asset Management Corp 410.00%0.00%0.00%Q4 2021Q1 20235
Marshall Wace North America L.P. 320.02%0.07%0.18%Q1 2018Q2 20215
Graticule Asia Macro Advisors LLC 110.08%0.67%1.46%Q1 2019Q3 20225
Otter Creek Advisors, LLC 410.47%1.05%2.03%Q3 2019Q3 20225
O'Dell Group, LLC 410.00%0.00%0.00%Q3 2021Q2 20235
Sandbox Financial Partners, LLC 550.21%0.29%0.42%Q4 2020Q4 20215
Clear Perspective Advisors, LLC 550.13%0.21%0.30%Q4 2019Q4 20205
MADDEN SECURITIES Corp 410.70%1.71%2.74%Q2 2020Q4 20215
Neuburgh Advisers LLC 550.00%0.00%0.01%Q3 2018Q3 20195
MEANS INVESTMENT CO., INC. 210.04%0.07%0.11%Q4 2019Q1 20225
TRUE Private Wealth Advisors 410.00%0.00%0.00%Q2 2019Q3 20205
Cunning Capital Partners, LP 411.20%2.50%3.96%Q1 2020Q4 20215
FCF Advisors LLC 410.32%0.59%0.75%Q1 2022Q4 20235
MOODY ALDRICH PARTNERS LLC 550.06%0.54%0.88%Q2 2018Q2 20195
CTC LLC 210.00%0.00%0.01%Q3 2021Q3 20235
Founder Collective GP, LLC 55100.00%100.00%100.00%Q4 2016Q4 20175
Artisan Partners Limited Partnership 550.12%0.16%0.23%Q4 2018Q4 20195
Ergoteles LLC 210.03%0.34%0.86%Q4 2020Q3 20225
Dorsey Asset Management 553.82%7.66%10.89%Q2 2018Q2 20195
ADVISORY RESEARCH INC 320.02%0.03%0.04%Q4 2018Q1 20205
Eisler Capital (US) LLC 220.01%0.03%0.04%Q2 2023Q3 20235
HEADINVEST, LLC 410.04%0.04%0.05%Q2 2021Q3 20235
Quantinno Capital Management LP 410.02%0.04%0.12%Q2 2019Q3 20235
RWA WEALTH PARTNERS, LLC 210.00%0.01%0.02%Q1 2018Q4 20215
Burleson & Company, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Taika Capital, LP 553.07%4.02%5.76%Q1 2022Q1 20235
TIVERTON ASSET MANAGEMENT LLC 550.00%0.01%0.03%Q3 2018Q3 20195
PERSONAL CFO SOLUTIONS, LLC 320.04%0.05%0.05%Q2 2021Q3 20235
ENZI WEALTH 550.35%0.48%0.68%Q3 2022Q3 20235
Laidlaw Wealth Management LLC 550.08%0.09%0.12%Q2 2020Q2 20215
RFG Advisory, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 550.12%0.17%0.21%Q4 2020Q4 20215
Circle Wealth Management, LLC 550.08%0.14%0.22%Q4 2017Q4 20185
Granite Harbor Advisors, Inc. 440.41%0.47%0.54%Q4 2022Q3 20234
Retirement Group, LLC 310.00%0.01%0.01%Q4 2019Q1 20214
MAI Capital Management 440.00%0.01%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Connacht Asset Management LP 310.09%0.31%0.54%Q1 2022Q1 20234
Hanlon Investment Management, Inc. 440.06%0.07%0.08%Q1 2021Q4 20214
Capula Management Ltd 220.00%0.01%0.02%Q2 2023Q3 20234
SYSTM Wealth Solutions LLC 440.03%0.09%0.14%Q4 2022Q3 20234
McCarthy Asset Management, Inc. 440.05%0.10%0.13%Q4 2020Q3 20214
Peregrine Asset Advisers, Inc. 210.13%1.60%4.01%Q3 2018Q3 20224
Financial Gravity Asset Management, Inc. 110.00%0.01%0.05%Q1 2019Q2 20234
A.R.T. Advisors, LLC 210.02%0.10%0.23%Q1 2017Q1 20194
AdvisorShares Investments LLC 310.07%0.35%0.52%Q4 2019Q4 20204
ARS Investment Partners, LLC 310.05%0.95%1.47%Q2 2019Q4 20204
Dakota Community Bank & Trust NA 440.01%0.02%0.03%Q4 2022Q3 20234
UBS OCONNOR LLC 440.19%0.27%0.37%Q2 2017Q1 20184
Golden State Wealth Management, LLC 310.00%0.03%0.07%Q1 2019Q1 20204
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 310.09%0.11%0.12%Q4 2018Q4 20194
Park Place Capital Corp 440.00%0.01%0.02%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Maven Securities LTD 110.02%0.17%0.33%Q3 2019Q4 20224
Meristem Family Wealth, LLC 440.08%0.12%0.15%Q4 2020Q3 20214
Quantum Capital Management, LLC / NJ 440.46%0.85%1.16%Q2 2017Q1 20184
CANTOR FITZGERALD, L. P. 220.02%0.05%0.09%Q2 2022Q3 20234
Private Ocean, LLC 210.00%0.00%0.02%Q2 2019Q2 20234
RATIONAL ADVISORS LLC 310.00%0.42%0.81%Q2 2019Q3 20204
Bartlett & Co. LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Requisite Capital Management, LLC 440.22%0.24%0.27%Q1 2019Q4 20194
Sculptor Capital LP 220.04%0.05%0.06%Q1 2018Q2 20184
HARBOR CAPITAL ADVISORS, INC. 440.10%0.11%0.12%Q1 2023Q4 20234
Symphony Financial, Ltd. Co. 310.06%0.09%0.10%Q4 2020Q4 20214
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Eudaimonia Partners, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
ADE, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
SageView Advisory Group, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GOFEN & GLOSSBERG LLC /IL/ 440.01%0.01%0.01%Q2 2021Q1 20224
Left Brain Wealth Management, LLC 440.81%2.50%3.95%Q4 2022Q3 20234
CAXTON ASSOCIATES LP 210.02%0.38%1.34%Q1 2020Q3 20234
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.03%0.04%Q4 2020Q3 20214
Family Firm, Inc. 310.06%0.06%0.07%Q4 2020Q4 20214
Zenyatta Capital Management LP 210.61%1.56%3.47%Q4 2021Q2 20234
Arlington Financial Advisors, LLC 210.07%0.11%0.12%Q4 2021Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.25%0.26%0.29%Q4 2022Q3 20234
Capital Asset Advisory Services LLC 310.00%0.02%0.04%Q4 2020Q4 20214
MIZUHO SECURITIES USA LLC 220.00%0.11%0.32%Q1 2018Q2 20184
Western Financial Corp/CA 440.34%0.46%0.53%Q4 2022Q3 20234
Olympiad Research LP 220.15%0.26%0.40%Q2 2022Q2 20234
SWM Advisors 440.30%0.43%0.55%Q4 2021Q3 20224
AXS Investments LLC 210.20%0.40%0.62%Q1 2021Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
PAX Financial Group, LLC 440.05%0.06%0.07%Q1 2021Q4 20214
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.01%0.02%Q1 2022Q2 20234
VIAWEALTH, LLC 440.16%0.21%0.26%Q4 2022Q3 20234
Bollard Group LLC 440.08%0.10%0.11%Q1 2021Q4 20214
Whale Rock Capital Management 310.03%0.66%1.17%Q3 2016Q3 20194
VESTOR CAPITAL, LLC 310.01%0.38%0.66%Q1 2022Q3 20234
Gideon Capital Advisors, Inc. 310.11%0.33%0.55%Q3 2018Q4 20194
Nationwide Fund Advisors 440.00%0.00%0.01%Q4 2016Q3 20174
Executive Wealth Management, LLC 210.00%0.02%0.03%Q2 2019Q4 20214
Ironwood Financial, llc 440.00%0.00%0.00%Q1 2020Q4 20204
Linden Thomas Advisory Services, LLC 440.16%0.23%0.33%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.01%0.01%Q3 2020Q2 20214
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.02%0.04%Q4 2021Q2 20234
Grove Bank & Trust 440.00%0.01%0.01%Q4 2022Q3 20234
PUTNAM INVESTMENTS LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Principle Wealth Partners LLC 110.01%0.02%0.03%Q2 2020Q4 20214
CKW FINANCIAL GROUP 440.02%0.03%0.05%Q1 2020Q4 20204
Banco Santander, S.A. 110.00%0.07%0.26%Q1 2020Q4 20224
Psagot Value Holdings Ltd. / (Israel) 440.00%0.00%0.00%Q3 2021Q2 20224
KESTRA PRIVATE WEALTH SERVICES, LLC 310.01%0.01%0.02%Q3 2021Q3 20234
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20234
LMR Partners LLP 310.08%0.12%0.18%Q1 2019Q1 20204
FARMERS & MERCHANTS INVESTMENTS INC 310.00%0.00%0.00%Q2 2018Q3 20214
Venturi Wealth Management, LLC 310.02%0.02%0.03%Q4 2021Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
Baker Avenue Asset Management, LP 440.00%0.01%0.02%Q3 2022Q2 20234
One Charles Private Wealth Services, LLC 440.28%0.36%0.43%Q4 2022Q3 20234
Alight Capital Management LP 210.36%0.88%1.51%Q4 2019Q3 20234
17 CAPITAL PARTNERS, LLC 440.41%0.64%0.75%Q4 2021Q3 20224
Aptus Capital Advisors, LLC 310.01%0.01%0.03%Q1 2021Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.27%0.42%0.61%Q4 2020Q3 20214
EXENCIAL WEALTH ADVISORS, LLC 210.01%0.02%0.02%Q1 2021Q3 20234
Ion Asset Management Ltd. 440.16%0.21%0.26%Q2 2019Q1 20204
Trifecta Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Symmetry Partners, LLC 220.01%0.02%0.03%Q4 2020Q4 20234
Enlightenment Research, LLC 110.03%1.47%3.84%Q4 2018Q3 20224
PROFESSIONAL PLANNING 310.28%0.31%0.34%Q2 2020Q2 20214
Your Advocates Ltd., LLP 440.01%0.02%0.02%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q4 2022Q4 20234
Operose Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.02%0.05%0.07%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.01%Q3 2022Q3 20234
SPOT TRADING L.L.C. 220.01%0.01%0.02%Q2 2017Q3 20174
Dorsey Wright & Associates 310.20%0.23%0.25%Q4 2019Q4 20204
TRUST CO OF VERMONT 310.00%0.00%0.00%Q1 2019Q4 20214
Jaffetilchin Investment Partners, LLC 440.06%0.08%0.10%Q2 2018Q1 20194
Pacifica Partners Inc. 440.01%0.01%0.02%Q1 2023Q4 20234
Redwood Wealth Management Group, LLC 440.52%0.67%0.77%Q4 2022Q3 20234
Dragoneer Investment Group 310.05%0.84%1.71%Q4 2016Q4 20184
Industrial Alliance Investment Management Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
FDx Advisors, Inc. 210.01%0.02%0.03%Q3 2018Q3 20234
HMS Capital Management, LLC 220.08%0.42%0.97%Q2 2017Q3 20174
DDFG, Inc 440.08%0.13%0.16%Q4 2022Q3 20234
THOMPSON INVESTMENT MANAGEMENT, INC. 310.02%0.02%0.04%Q4 2020Q3 20234
Aquatic Capital Management LLC 210.02%0.05%0.09%Q4 2021Q2 20234
LOOMIS SAYLES & CO L P 210.00%0.00%0.00%Q4 2020Q2 20234
VitalStone Financial, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FORA Capital, LLC 310.13%0.52%1.00%Q2 2020Q2 20234
Capital Investment Advisors, LLC 310.01%0.01%0.01%Q4 2020Q1 20224
Wealth Quarterback LLC 220.01%0.02%0.03%Q4 2019Q3 20214
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Western Pacific Wealth Management, LP 220.01%0.03%0.06%Q4 2021Q3 20234
Washington Trust Advisors, Inc. 440.02%0.03%0.04%Q4 2021Q3 20224
FOUNDERS FINANCIAL SECURITIES LLC 310.05%0.10%0.15%Q2 2020Q2 20214
NICHOLAS COMPANY, INC. 440.20%0.51%0.74%Q4 2022Q3 20234
Wealthspire Advisors, LLC 310.00%0.01%0.01%Q4 2018Q1 20214
HBC Financial Services, PLLC 440.01%0.01%0.02%Q2 2020Q1 20214
HOWE & RUSLING INC 220.00%0.00%0.01%Q3 2021Q3 20224
BANK OF NOVA SCOTIA 210.00%0.00%0.01%Q4 2020Q3 20234
OXFORD ASSET MANAGEMENT LLP 210.01%0.05%0.11%Q2 2017Q3 20183
Greenland Capital Management LP 220.12%0.48%0.93%Q2 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Swedbank 330.00%0.22%0.47%Q2 2020Q4 20203
Fortis Capital Management LLC 210.11%0.58%1.03%Q1 2021Q4 20213
CHARTWELL INVESTMENT PARTNERS, LLC 210.01%0.04%0.06%Q2 2018Q3 20213
PICTON MAHONEY ASSET MANAGEMENT 330.00%0.24%0.43%Q1 2023Q3 20233
Kingsbury Capital Investment Advisors LLC 330.34%0.38%0.43%Q1 2022Q3 20223
WRIGHT INVESTORS SERVICE INC 330.10%0.11%0.13%Q1 2023Q3 20233
SCOPUS ASSET MANAGEMENT, L.P. 110.09%0.22%0.30%Q1 2018Q3 20193
OLD NATIONAL BANCORP /IN/ 330.01%0.01%0.01%Q1 2023Q3 20233
SouthState Corp 330.00%0.00%0.00%Q3 2021Q1 20223
TITLEIST ASSET MANAGEMENT, LLC 333.08%3.41%3.64%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Better Money Decisions, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
Savant Capital, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
HIGHLAND CAPITAL MANAGEMENT, LLC 210.07%0.10%0.14%Q4 2022Q3 20233
Ballentine Partners, LLC 210.01%0.01%0.01%Q3 2022Q3 20233
Polar Asset Management Partners Inc. 330.05%0.12%0.19%Q1 2023Q3 20233
Moran Wealth Management, LLC 330.03%0.13%0.33%Q4 2022Q2 20233
Paragon Wealth Strategies, LLC 210.00%0.00%0.00%Q2 2021Q4 20223
Fortress Wealth Group, LLC 330.29%0.30%0.33%Q2 2021Q4 20213
RFP Financial Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 210.32%0.61%1.00%Q1 2017Q1 20183
Engrave Wealth Partners LLC 330.01%0.02%0.04%Q4 2019Q2 20203
Evolution Wealth Advisors, LLC 330.03%0.04%0.04%Q1 2021Q3 20213
Versor Investments LP 210.04%0.10%0.13%Q4 2022Q3 20233
CHANNEL WEALTH LLC 330.17%0.17%0.18%Q1 2023Q3 20233
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.01%0.01%0.02%Q4 2022Q2 20233
MAPLELANE CAPITAL, LLC 220.00%0.43%1.30%Q2 2020Q3 20203
Hamilton Point Investment Advisors, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2021Q3 20223
BP PLC 330.03%0.03%0.04%Q4 2020Q2 20213
Smith Group Asset Management, LLC 330.24%0.27%0.30%Q3 2021Q1 20223
Ranch Capital Advisors Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Metis Global Partners, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.06%0.09%0.14%Q1 2023Q3 20233
Virtus ETF Advisers LLC 210.32%0.44%0.57%Q4 2022Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.02%Q4 2022Q3 20233
Consolidated Portfolio Review Corp 330.07%0.08%0.08%Q1 2023Q3 20233
Paul John Balson 330.10%0.16%0.22%Q2 2020Q4 20203
NewEdge Wealth, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Forum Financial Management, LP 210.01%0.01%0.01%Q4 2021Q3 20233
BOSTON ADVISORS LLC 330.01%0.01%0.02%Q1 2017Q3 20173
People's United Financial, Inc. 330.03%0.03%0.04%Q2 2017Q4 20173
JANUS HENDERSON INVESTORS US LLC 330.00%0.01%0.01%Q3 2016Q1 20173
FIRST FINANCIAL CORP /IN/ 330.00%0.00%0.00%Q3 2022Q1 20233
HANSEATIC MANAGEMENT SERVICES INC 330.78%0.98%1.21%Q3 2020Q1 20213
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2021Q2 20223
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
AustralianSuper Pty Ltd 330.01%0.01%0.02%Q1 2023Q3 20233
Alyeska Investment Group, L.P. 210.01%0.14%0.25%Q3 2016Q4 20223
Tairen Capital Ltd 111.75%2.24%2.93%Q3 2018Q3 20203
NATIXIS ADVISORS, L.P. 330.12%0.13%0.14%Q1 2023Q3 20233
Carnegie Capital Asset Management, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Beacon Capital Management, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Phoenix Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
David J Yvars Group 333.44%3.80%4.02%Q1 2023Q3 20233
Hamilton Wealth, LLC 330.19%0.27%0.34%Q1 2022Q3 20223
Investors Research Corp 330.00%0.00%0.00%Q4 2021Q2 20223
MGO ONE SEVEN LLC 210.00%0.03%0.06%Q1 2018Q3 20233
GREENLEAF TRUST 330.00%0.00%0.00%Q1 2023Q3 20233
Boothe Investment Group, Inc. 331.80%2.40%3.11%Q2 2020Q4 20203
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Resurgent Financial Advisors LLC 210.06%0.13%0.16%Q1 2022Q4 20223
BENJAMIN EDWARDS INC 210.01%0.02%0.03%Q3 2019Q3 20233
Gemmer Asset Management LLC 210.00%0.00%0.00%Q4 2019Q3 20213
STONNINGTON GROUP, LLC 330.03%0.15%0.21%Q2 2021Q4 20213
Sender Co & Partners, Inc. 330.29%1.04%1.73%Q3 2022Q1 20233
WOODWARD DIVERSIFIED CAPITAL, LLC 330.17%0.20%0.25%Q2 2021Q4 20213
Equitable Holdings, Inc. 330.00%0.03%0.06%Q1 2023Q3 20233
YorkBridge Wealth Partners, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
IBERIABANK CORP 330.22%0.33%0.43%Q3 2019Q1 20203
Versant Capital Management, Inc 330.00%0.00%0.00%Q2 2023Q4 20233
BELLEVUE ASSET MANAGEMENT, LLC 210.00%0.02%0.02%Q4 2020Q3 20213
Quarry LP 330.01%0.01%0.01%Q4 2022Q2 20233
BARRETT & COMPANY, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.02%Q4 2022Q3 20233
AlphaStar Capital Management, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Weiss Multi-Strategy Advisers LLC 210.06%0.10%0.17%Q4 2017Q3 20223
OSTERWEIS CAPITAL MANAGEMENT INC 210.00%0.17%0.32%Q2 2017Q3 20223
SpiderRock Advisors, LLC 110.01%0.01%0.02%Q3 2017Q3 20173
CHURCHILL MANAGEMENT Corp 330.05%0.08%0.12%Q2 2020Q4 20203
PRIMECAP MANAGEMENT CO/CA/ 330.04%0.04%0.04%Q1 2023Q3 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.02%0.02%0.04%Q1 2023Q3 20233
Raleigh Capital Management Inc. 210.00%0.00%0.00%Q4 2021Q3 20233
Tuscan Ridge Asset Management LLC 220.01%0.02%0.04%Q2 2019Q3 20193
MOODY LYNN & LIEBERSON, LLC 210.02%0.27%0.49%Q3 2020Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 330.02%0.03%0.03%Q1 2023Q3 20233
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q3 2016Q2 20173
PFG Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
Optiver Holding B.V. 210.00%0.00%0.00%Q3 2021Q3 20233
Trivant Custom Portfolio Group, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Diversified Trust Co 210.01%0.01%0.01%Q4 2020Q4 20213
DRW Securities, LLC 210.01%0.01%0.01%Q2 2021Q1 20223
OCCUDO QUANTITATIVE STRATEGIES LP 210.28%0.44%0.53%Q4 2020Q1 20223
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Hamilton Capital, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
AIA Investment Management Private Ltd 330.13%0.30%0.46%Q1 2020Q3 20203
Delta Investment Management, LLC 210.62%1.50%2.58%Q1 2019Q4 20203
Fulcrum Capital LLC 330.07%0.09%0.10%Q1 2023Q3 20233
IRON Financial LLC 330.16%0.18%0.22%Q3 2018Q1 20193
FormulaFolio Investments, LLC 330.01%0.01%0.02%Q4 2020Q2 20213
PINNACLE ASSOCIATES LTD 330.00%0.01%0.01%Q3 2021Q1 20223
TUCKER ASSET MANAGEMENT LLC 210.00%0.09%0.26%Q4 2020Q3 20233
QCM Cayman, Ltd. 330.66%0.71%0.74%Q2 2020Q4 20203
EXANE DERIVATIVES 330.00%0.01%0.02%Q4 2018Q2 20193
Woodline Partners LP 330.00%0.08%0.25%Q2 2022Q4 20223
Zeno Research, LLC 332.73%3.22%3.76%Q1 2023Q3 20233
MACKAY SHIELDS LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Crow Point Partners, LLC 210.03%0.07%0.12%Q4 2017Q3 20183
PDT Partners, LLC 210.04%0.20%0.39%Q1 2021Q3 20223
Pine River Capital Management L.P. 210.02%0.04%0.06%Q3 2016Q2 20173
Twelve Points Wealth Management LLC 330.34%0.60%0.90%Q4 2021Q2 20223
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q3 2016Q2 20213
Vinva Investment Management Ltd 330.07%0.11%0.16%Q1 2023Q3 20233
Spears Abacus Advisors LLC 220.04%0.05%0.06%Q1 2020Q2 20202
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Infini Master Fund 110.32%2.02%3.73%Q2 2021Q4 20212
PRIMORIS WEALTH ADVISORS, LLC 222.18%2.26%2.33%Q4 2021Q1 20222
OAKBROOK INVESTMENTS LLC 110.01%0.03%0.04%Q2 2019Q4 20192
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.01%Q2 2022Q1 20232
New England Capital Financial Advisors LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Stevens First Principles Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
MIRABELLA FINANCIAL SERVICES LLP 221.10%1.24%1.38%Q2 2023Q3 20232
BNC WEALTH MANAGEMENT, LLC 110.02%0.12%0.22%Q3 2020Q1 20212
GQ Asset Management, LLC 220.07%0.07%0.08%Q1 2019Q2 20192
DC Investments Management, LLC 110.33%0.45%0.57%Q1 2021Q4 20212
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
COMMONWEALTH BANK OF AUSTRALIA 220.00%0.00%0.00%Q3 2017Q4 20172
DROMS STRAUSS ADVISORS INC /MO/ /ADV 110.12%0.13%0.15%Q4 2020Q2 20212
Bison Wealth, LLC 220.13%0.18%0.22%Q4 2020Q1 20212
Corton Capital Inc. 220.16%0.18%0.20%Q1 2023Q2 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q3 2021Q4 20222
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.00%0.01%0.01%Q4 2019Q1 20202
Certified Advisory Corp 220.01%0.01%0.01%Q1 2020Q2 20202
Apella Capital, LLC 220.02%0.02%0.02%Q3 2023Q4 20232
Blue Rock Advisors, LLC 221.49%2.38%3.26%Q2 2020Q3 20202
Meeder Advisory Services, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
Stanley-Laman Group, Ltd. 110.05%0.07%0.08%Q3 2021Q3 20222
Melqart Asset Management (UK) Ltd 221.13%1.13%1.14%Q1 2023Q2 20232
CAMPBELL CAPITAL MANAGEMENT INC 223.08%3.29%3.50%Q3 2019Q4 20192
AM Squared Ltd 220.32%0.33%0.34%Q4 2022Q1 20232
Colonial River Wealth Management, LLC 110.14%0.22%0.31%Q4 2020Q2 20212
Parametrica Management Ltd 110.11%0.18%0.25%Q1 2020Q1 20212
Machina Capital S.A.S. 220.32%0.39%0.47%Q1 2023Q2 20232
Venture Visionary Partners LLC 110.00%0.01%0.01%Q2 2022Q1 20232
Jackson Wealth Management, LLC 110.03%0.39%0.75%Q4 2019Q2 20212
Crosspoint Capital Strategies, LLC 112.90%3.28%3.65%Q2 2017Q1 20192
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wedmont Private Capital 220.02%0.02%0.03%Q2 2023Q3 20232
KOCH INDUSTRIES INC 110.03%0.27%0.51%Q1 2017Q1 20182
V-Square Quantitative Management LLC 220.04%0.05%0.06%Q2 2023Q3 20232
ROYCE & ASSOCIATES LP 220.00%0.00%0.00%Q4 2017Q1 20182
THOMPSON DAVIS & CO., INC. 110.03%0.06%0.10%Q4 2016Q3 20172
AJO, LP 110.00%0.00%0.01%Q3 2019Q3 20202
MILLER WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
NWAM LLC 110.02%0.02%0.02%Q4 2020Q4 20212
Qsemble Capital Management, LP 220.17%0.17%0.18%Q2 2023Q3 20232
Jericho Capital Asset Management L.P. 111.59%3.02%4.45%Q1 2019Q3 20222
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.52%0.60%0.68%Q3 2021Q4 20212
Brookfield Asset Management 220.00%0.01%0.01%Q3 2022Q4 20222
EAGLE ASSET MANAGEMENT INC 110.01%0.30%0.59%Q4 2022Q3 20232
GTS SECURITIES LLC 110.03%0.04%0.04%Q3 2023Q3 20232
Atlas Private Wealth Management, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Legacy Capital Wealth Partners, LLC 110.06%0.06%0.07%Q1 2023Q3 20232
Ahrens Investment Partners LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Shay Capital LLC 110.01%0.01%0.01%Q2 2021Q2 20212
Liontrust Investment Partners LLP 220.02%0.03%0.04%Q2 2023Q3 20232
LexAurum Advisors, LLC 110.09%0.09%0.10%Q4 2020Q2 20212
BOULDER HILL CAPITAL MANAGEMENT LP 220.18%3.74%7.29%Q3 2022Q4 20222
Invictus RG 220.23%0.23%0.23%Q2 2018Q3 20182
CIM INVESTMENT MANAGEMENT INC 220.15%0.19%0.22%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.00%0.01%0.02%Q4 2018Q1 20192
Infini Capital Management Ltd 110.32%2.02%3.73%Q2 2021Q4 20212
Force Hill Capital Management LP 222.32%3.51%4.70%Q4 2020Q1 20212
Nemes Rush Group LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Tennessee Valley Asset Management Partners 220.05%0.06%0.06%Q4 2020Q1 20212
Knowledge Leaders Capital, LLC 220.45%0.47%0.50%Q2 2021Q3 20212
SIGMA INVESTMENT COUNSELORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
Lucha Capital Management, LP 111.85%2.05%2.25%Q4 2017Q4 20182
BARINGS LLC 220.01%0.01%0.01%Q3 2021Q4 20212
DOCKYARD CAPITAL MANAGEMENT LP 226.66%8.58%10.49%Q4 2021Q1 20222
GILDER GAGNON HOWE & CO LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Pinnacle Private Wealth, LLC 220.09%0.10%0.11%Q4 2021Q1 20222
Partnervest Advisory Services LLC 220.14%0.15%0.16%Q2 2020Q3 20202
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
GraniteShares Advisors LLC 110.09%0.39%0.69%Q4 2021Q3 20232
Draper Asset Management, LLC 221.00%1.77%2.53%Q4 2020Q1 20212
Delphia (USA) Inc. 110.34%0.35%0.35%Q4 2021Q2 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Ridgewood Investments LLC 220.03%0.03%0.03%Q1 2023Q2 20232
First Growth Investment Manager LP 221.50%2.89%4.28%Q1 2023Q2 20232
Golden State Equity Partners 220.18%0.19%0.19%Q2 2023Q3 20232
Hunting Hill Global Capital, LLC 220.46%0.63%0.79%Q2 2023Q3 20232
JOYN Advisors, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
ClearBridge Investments 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Capital Group California, Inc. 220.40%0.42%0.43%Q2 2023Q3 20232
Akre Capital Management 220.00%0.00%0.00%Q3 2020Q4 20202
SONA ASSET MANAGEMENT (US) LLC 220.11%0.30%0.48%Q2 2023Q3 20232
Abbrea Capital, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Numerai GP LLC 220.39%0.42%0.45%Q2 2023Q3 20232
STEVENS CAPITAL MANAGEMENT LP 220.05%0.05%0.05%Q4 2018Q1 20192
AHL Partners LLP 220.01%0.01%0.01%Q2 2017Q3 20172
Wealth Alliance Advisory Group, LLC 110.09%0.10%0.11%Q4 2020Q4 20212
Hillsdale Investment Management Inc. 220.04%0.04%0.05%Q2 2021Q3 20212
O'Neil Global Advisors, Inc. 110.18%1.00%1.82%Q3 2022Q2 20232
Ardmore Road Asset Management LP 112.90%4.18%5.46%Q1 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.31%0.33%0.35%Q1 2021Q2 20212
VANCE WEALTH, INC. 220.30%0.31%0.32%Q4 2021Q1 20222
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 220.06%0.06%0.08%Q4 2020Q1 20212
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
Fisher Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2021Q3 20212
Oak Thistle LLC 110.26%0.49%0.72%Q3 2022Q1 20232
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2022Q3 20232
OMERS ADMINISTRATION Corp 110.01%0.02%0.02%Q3 2017Q1 20192
Quad Capital Management Advisors LLC 110.14%0.16%0.19%Q3 2017Q3 20172
USCA RIA LLC 220.04%0.06%0.09%Q1 2020Q2 20202
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
ARROWGRASS CAPITAL PARTNERS (US) LP 220.04%0.04%0.04%Q2 2017Q3 20172
FineMark National Bank & Trust 220.01%0.01%0.01%Q1 2023Q2 20232
Astrantus Ltd 220.70%0.83%0.96%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Elliott Investment Management L.P. 220.09%0.10%0.11%Q1 2021Q2 20212
Canal Capital Management, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
LGT Fund Management Co Ltd. 220.05%0.09%0.13%Q4 2021Q1 20222
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CLEAR STREET LLC 110.22%0.22%0.22%Q2 2023Q2 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q4 20192
Pensionfund DSM Netherlands 220.06%0.06%0.07%Q3 2021Q4 20212
Cypress Wealth Services, LLC 110.05%0.05%0.06%Q4 2020Q2 20212
FULTON BREAKEFIELD BROENNIMAN LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Worth Asset Management, LLC 220.00%0.01%0.01%Q1 2022Q2 20222
Mount Lucas Management LP 220.10%0.10%0.10%Q2 2023Q3 20232
AlphaCentric Advisors LLC 220.03%0.03%0.03%Q2 2023Q3 20232
MONECO Advisors, LLC 220.13%0.15%0.17%Q3 2020Q4 20202
Ibex Investors LLC 220.13%0.18%0.23%Q2 2018Q3 20182
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Atlas Principals, LLC 110.34%0.98%1.61%Q4 2021Q4 20212
Baron Wealth Management LLC 220.14%0.15%0.17%Q3 2023Q4 20232
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q3 2016Q4 20162
Ithaka Group 221.32%1.37%1.42%Q2 2023Q3 20232
Ifrah Financial Services, Inc. 220.07%0.07%0.07%Q2 2023Q3 20232
Resource Management, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q3 2022Q4 20222
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2022Q1 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.01%0.01%Q2 2020Q3 20202
TFO Wealth Partners, LLC 110.00%0.05%0.10%Q1 2021Q3 20232
Pointe Capital Management LLC 110.01%0.11%0.21%Q2 2021Q1 20232
Synergy Asset Management, LLC 221.17%1.27%1.37%Q4 2020Q1 20212
MARSICO CAPITAL MANAGEMENT LLC 220.08%0.20%0.32%Q1 2022Q2 20222
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.01%Q2 2018Q3 20232
TradeLink Capital LLC 221.84%2.62%3.40%Q2 2019Q3 20192
ADVISOR PARTNERS II, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SHELTON WEALTH MANAGEMENT, LLC 220.18%0.18%0.19%Q2 2023Q3 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
ALTERNA WEALTH MANAGEMENT, INC 110.26%0.30%0.34%Q4 2020Q4 20212
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Psagot Value Holdings Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
Connor, Clark & Lunn Investment Management Ltd. 220.02%0.03%0.03%Q4 2020Q1 20212
Fithian, LLC 226.02%7.55%9.08%Q4 2022Q1 20232
NKCFO LLC 220.15%0.17%0.19%Q1 2021Q2 20212
RIVERBRIDGE PARTNERS LLC 220.00%0.27%0.54%Q2 2023Q3 20232
Tsai Capital Corp 222.51%3.16%3.81%Q1 2021Q2 20212
TRANSCEND CAPITAL ADVISORS, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
LBP AM SA 220.01%0.01%0.01%Q4 2022Q1 20232
COOKSON PEIRCE & CO INC 221.43%1.51%1.59%Q2 2019Q3 20192
GAM Holding AG 220.01%0.01%0.01%Q1 2019Q2 20192
Magnetar Financial LLC 110.01%0.02%0.03%Q4 2017Q1 20202
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 220.27%0.38%0.49%Q4 2021Q1 20222
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 220.00%0.00%0.00%Q1 2021Q2 20212
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
ING GROEP NV 110.01%0.02%0.03%Q2 2018Q3 20232
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Blume Capital Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
SevenBridge Financial Group, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Teza Capital Management LLC 110.04%0.13%0.22%Q3 2019Q1 20212
FIRST AMERICAN TRUST, FSB 110.03%0.03%0.03%Q2 2021Q4 20212
SITTNER & NELSON, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Strategic Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Hutchin Hill Capital, LP 220.02%0.03%0.04%Q4 2016Q1 20172
Convergence Investment Partners, LLC 110.11%0.25%0.39%Q4 2020Q2 20212
New Hampshire Trust 220.02%0.03%0.03%Q4 2022Q1 20232
Azimuth Capital Management LLC 220.61%0.62%0.62%Q4 2021Q1 20222
Cascadia Advisory Services, LLC 220.12%0.13%0.13%Q2 2021Q3 20212
ELLINGTON MANAGEMENT GROUP LLC 220.03%0.06%0.08%Q3 2017Q4 20172
Hilltop Holdings Inc. 220.05%0.05%0.05%Q2 2023Q3 20232
FCA CORP /TX 220.10%0.12%0.13%Q4 2020Q1 20212
Weaver Consulting Group 110.01%0.01%0.02%Q1 2020Q3 20202
DFPG INVESTMENTS, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
Gyon Technologies Capital Management, LP 110.05%0.18%0.30%Q4 2021Q2 20222
Phoenix Holdings Ltd. 110.01%0.11%0.21%Q1 2020Q3 20202
Advisory Alpha, LLC 110.00%0.00%0.01%Q1 2019Q3 20192
Selective Wealth Management, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Lombard Odier Asset Management (USA) Corp 220.34%0.55%0.77%Q2 2017Q3 20172
Prosperity Wealth Management, Inc. 220.18%0.18%0.19%Q1 2023Q2 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q1 2021Q2 20212
Rodgers Brothers Inc. 220.04%0.04%0.05%Q4 2021Q1 20222
Glaxis Capital Management, LLC 110.94%2.34%3.75%Q3 2017Q2 20192
Centurion Wealth Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
AXQ CAPITAL, LP 110.23%0.23%0.23%Q3 2023Q3 20231
Acrospire Investment Management LLC 110.00%0.00%0.00%Q1 2017Q1 20171
CastleArk Alternatives, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Marathon Trading Investment Management LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Global Management, LLC 110.81%0.81%0.81%Q4 2020Q4 20201
BRR OpCo, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
HAMILTON LANE ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
EARNEST PARTNERS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.28%0.28%0.28%Q2 2020Q2 20201
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Colony Family Offices, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.04%0.04%0.04%Q2 2020Q2 20201
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MONETTA FINANCIAL SERVICES INC 110.35%0.35%0.35%Q4 2021Q4 20211
MARATHON CAPITAL MANAGEMENT 110.11%0.11%0.11%Q3 2021Q3 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Insight Folios Inc 110.09%0.09%0.09%Q4 2021Q4 20211
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
China Universal Asset Management Co., Ltd. 110.04%0.04%0.04%Q3 2023Q3 20231
LOEWS CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Ashler Capital LLC 110.02%0.02%0.02%Q1 2018Q1 20181
BLUESTEIN R H & CO LLC 110.02%0.02%0.02%Q3 2019Q3 20191
CenterBook Partners LP 110.14%0.14%0.14%Q2 2022Q2 20221
WMS Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Private Advisory Group LLC 110.39%0.39%0.39%Q3 2021Q3 20211
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Homrich & Berg 110.01%0.01%0.01%Q3 2021Q3 20211
Motley Fool Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.01%0.01%0.01%Q1 2022Q1 20221
Accuvest Global Advisors 110.09%0.09%0.09%Q4 2021Q4 20211
Argent Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
WESPAC Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Clear Creek Financial Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
FNY Managed Accounts LLC 110.05%0.05%0.05%Q3 2016Q3 20161
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
K2 PRINCIPAL FUND, L.P. 110.38%0.38%0.38%Q3 2022Q3 20221
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Tibra Equities Europe Ltd 110.72%0.72%0.72%Q2 2019Q2 20191
Cannon Global Investment Management, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Americana Partners, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
ALPHASIMPLEX GROUP, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
QRG CAPITAL MANAGEMENT, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Professional Financial Advisors, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
Lynwood Capital Management Inc. 110.98%0.98%0.98%Q2 2023Q2 20231
CIBC WORLD MARKETS CORP 110.04%0.04%0.04%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.05%0.05%0.05%Q3 2023Q3 20231
Waldron Private Wealth LLC 110.03%0.03%0.03%Q1 2020Q1 20201
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Vident Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Quantitative Systematic Strategies LLC 110.05%0.05%0.05%Q3 2018Q3 20181
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Strategic Advocates LLC 110.41%0.41%0.41%Q3 2023Q3 20231
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Junson Asset Management (Hong Kong) Ltd 111.68%1.68%1.68%Q2 2022Q2 20221
Pettinga Financial Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Capital CS Group, LLC 110.62%0.62%0.62%Q3 2021Q3 20211
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Arabesque Asset Management Ltd 110.42%0.42%0.42%Q2 2019Q2 20191
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Callan Capital, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Slow Capital, Inc. 110.06%0.06%0.06%Q3 2020Q3 20201
NEOS Investment Management LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Banco de Sabadell, S.A 110.00%0.00%0.00%Q2 2019Q2 20191
Junto Capital Management LP 110.70%0.70%0.70%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
MCF Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnus Financial Group LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Ballew Advisors, Inc 110.55%0.55%0.55%Q4 2021Q4 20211
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
Islet Management, LP 110.53%0.53%0.53%Q2 2021Q2 20211
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
J.Safra Asset Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
KCL Capital, L.P. 110.04%0.04%0.04%Q4 2020Q4 20201
Turim 21 Investimentos Ltda. 110.00%0.00%0.00%Q1 2021Q1 20211
EPIQ PARTNERS, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Harbour Capital Advisors, LLC 110.13%0.13%0.13%Q1 2019Q1 20191
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Bouvel Investment Partners, LLC 111.34%1.34%1.34%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Isomer Partners LP 110.94%0.94%0.94%Q2 2021Q2 20211
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
National Wealth Management Group, LLC 110.55%0.55%0.55%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Colonial Trust Co / SC 110.00%0.00%0.00%Q3 2023Q3 20231
Clarity Financial LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ShoreHaven Wealth Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
OVERSEA-CHINESE BANKING Corp Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Campbell & CO Investment Adviser LLC 110.05%0.05%0.05%Q1 2023Q1 20231
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q1 2021Q1 20211
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Holocene Advisors, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q1 2022Q1 20221
STAMINA CAPITAL MANAGEMENT LP 110.95%0.95%0.95%Q3 2022Q3 20221
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2021Q4 20211
SHELTON CAPITAL MANAGEMENT 110.14%0.14%0.14%Q3 2023Q3 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2021Q4 20211
BKS ADVISORS, LLC 110.24%0.24%0.24%Q1 2019Q1 20191
DSAM Partners (London) Ltd 110.32%0.32%0.32%Q3 2018Q3 20181
MOORE CAPITAL MANAGEMENT, LP 110.14%0.14%0.14%Q3 2022Q3 20221
HWG Holdings LP 110.02%0.02%0.02%Q2 2017Q2 20171
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.09%0.09%0.09%Q4 2020Q4 20201
JOHNSON INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q4 2021Q4 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Polar Capital Holdings Plc 110.05%0.05%0.05%Q1 2023Q1 20231
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Round Table Services, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ETF MANAGERS GROUP, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Abundance Wealth Counselors 110.03%0.03%0.03%Q1 2021Q1 20211
Global X Management CO LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
EFG CAPITAL INTERNATIONAL CORP. 110.88%0.88%0.88%Q2 2023Q2 20231
Artemis Investment Management LLP 110.00%0.00%0.00%Q1 2023Q1 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2021Q4 20211
CAMDEN NATIONAL CORP 110.07%0.07%0.07%Q1 2021Q1 20211
Stephens Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MidWestOne Financial Group, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
BlackRock Fund Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Elwood & Goetz Wealth Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Cavalry Management Group, LLC 114.41%4.41%4.41%Q4 2016Q4 20161
EXCALIBUR MANAGEMENT CORP 110.37%0.37%0.37%Q1 2020Q1 20201
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Monashee Investment Management LLC 110.30%0.30%0.30%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Investment Services, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Landsberg, Bennett, & Dubbaneh LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Alpha DNA Investment Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SkyOak Wealth, LLC 110.22%0.22%0.22%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
SORA INVESTORS LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Crystal Rock Capital Management 110.26%0.26%0.26%Q2 2019Q2 20191
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Headlands Technologies LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Warberg Asset Management LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Jabre Capital Partners S.A. 110.08%0.08%0.08%Q3 2016Q3 20161
SHERBROOKE PARK ADVISERS LLC 110.13%0.13%0.13%Q3 2023Q3 20231
BANQUE PICTET & CIE SA 110.02%0.02%0.02%Q4 2021Q4 20211
E Fund Management Co., Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
ArrowMark Colorado Holdings LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Monument Capital Management 110.08%0.08%0.08%Q2 2021Q2 20211
First PREMIER Bank 110.01%0.01%0.01%Q3 2022Q3 20221
USA FINANCIAL FORMULAS 110.11%0.11%0.11%Q3 2018Q3 20181
Louisiana State Employees Retirement System 110.06%0.06%0.06%Q3 2023Q3 20231
Summit X, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Financial Gravity Companies, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q3 2016Q3 20161
Hitchwood Capital Management LP 110.50%0.50%0.50%Q1 2019Q1 20191
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
iA Global Asset Management Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
WELD CAPITAL MANAGEMENT LLC 110.40%0.40%0.40%Q1 2020Q1 20201
EMJ Capital Ltd. 110.87%0.87%0.87%Q3 2021Q3 20211
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
SHARIAPORTFOLIO, INC. 111.74%1.74%1.74%Q3 2023Q3 20231
Cerebellum GP, LLC 110.32%0.32%0.32%Q3 2020Q3 20201
Firsthand Capital Management, Inc. 111.86%1.86%1.86%Q2 2020Q2 20201
Signet Investment Advisory Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
NJ State Employees Deferred Compensation Plan 110.06%0.06%0.06%Q2 2019Q2 20191
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.06%0.06%0.06%Q2 2021Q2 20211
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.00%0.00%0.00%Q3 2018Q3 20181
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
HOLDERNESS INVESTMENTS CO 110.07%0.07%0.07%Q4 2021Q4 20211
Bell Bank 110.09%0.09%0.09%Q3 2023Q3 20231
STF Management LP 110.30%0.30%0.30%Q3 2023Q3 20231
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Timpani Capital Management LLC 111.11%1.11%1.11%Q1 2019Q1 20191
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Rafferty Asset Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Balboa Wealth Partners 110.13%0.13%0.13%Q3 2023Q3 20231
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Baldrige Asset Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Point72 Middle East FZE 110.17%0.17%0.17%Q4 2022Q4 20221
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q3 2020Q3 20201
DeDora Capital, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.03%0.03%0.03%Q3 2016Q3 20161
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAROLINAS WEALTH CONSULTING LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Assured Investment Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.49%0.49%0.49%Q4 2018Q4 20181
Pinkerton Retirement Specialists, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Fortis Capital Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2020Q1 20201
Live Oak Investment Partners 110.00%0.00%0.00%Q2 2023Q2 20231
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
ENGINE NO. 1 LLC 110.06%0.06%0.06%Q4 2021Q4 20211
TIGER MANAGEMENT L.L.C. 110.22%0.22%0.22%Q3 2020Q3 20201
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Atom Investors LP 110.21%0.21%0.21%Q3 2019Q3 20191
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
BRINKER CAPITAL INC 110.06%0.06%0.06%Q2 2020Q2 20201
MFA WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Winslow, Evans & Crocker, Inc. 110.07%0.07%0.07%Q4 2020Q4 20201
Oakwell Private Wealth Management, LLC 110.79%0.79%0.79%Q4 2020Q4 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Granite Point Capital Management, L.P. 110.10%0.10%0.10%Q3 2022Q3 20221
SageGuard Financial Group, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Advantage Alpha Capital Partners LP 110.82%0.82%0.82%Q1 2020Q1 20201
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHIRON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Roundview Capital LLC 110.26%0.26%0.26%Q1 2020Q1 20201
ARDSLEY ADVISORY PARTNERS LP 110.05%0.05%0.05%Q4 2016Q4 20161
Petrus Trust Company, LTA 110.07%0.07%0.07%Q3 2023Q3 20231
DIALECTIC CAPITAL MANAGEMENT, LP 110.12%0.12%0.12%Q4 2016Q4 20161
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Cortina Asset Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Polianta Ltd 110.51%0.51%0.51%Q2 2023Q2 20231
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
AlphaMark Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
JUPITER ASSET MANAGEMENT LTD 110.14%0.14%0.14%Q2 2023Q2 20231
READYSTATE ASSET MANAGEMENT LP 110.42%0.42%0.42%Q1 2023Q1 20231
PointState Capital LP 110.12%0.12%0.12%Q2 2018Q2 20181
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cubic Asset Management, LLC 111.08%1.08%1.08%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q2 2018Q2 20181
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MENTA CAPITAL LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Garda Capital Partners LP 110.02%0.02%0.02%Q3 2023Q3 20231
CSS LLC/IL 110.03%0.03%0.03%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
UNITED MARITIME CAPITAL LLC 110.03%0.03%0.03%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Anomaly Capital Management, LP 110.82%0.82%0.82%Q3 2023Q3 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Capital Strategies LLC 110.31%0.31%0.31%Q1 2018Q1 20181
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
BlackRock Group LTD 110.00%0.00%0.00%Q3 2016Q3 20161
Prostatis Group LLC 110.16%0.16%0.16%Q2 2021Q2 20211
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
JS Capital Management LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2023Q3 20231
SCP Investment, LP 110.33%0.33%0.33%Q2 2018Q2 20181
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Leibman Financial Services, Inc. 111.99%1.99%1.99%Q4 2023Q4 20231
Haafor (Singapore) Pte. Ltd. 110.75%0.75%0.75%Q4 2020Q4 20201
Ethic Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
ICICI Prudential Asset Management Co Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Siemens Fonds Invest GmbH 110.13%0.13%0.13%Q3 2023Q3 20231
1 NORTH WEALTH SERVICES LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
United Community Bank 110.14%0.14%0.14%Q3 2023Q3 20231
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 110.18%0.18%0.18%Q2 2022Q2 20221
FWL INVESTMENT MANAGEMENT, LLC 110.95%0.95%0.95%Q4 2020Q4 20201
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Norinchukin Bank, The 110.01%0.01%0.01%Q3 2023Q3 20231
REGATTA CAPITAL GROUP, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Ground Swell Capital, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MPS Loria Financial Planners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Annis Gardner Whiting Capital Advisors, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
WEATHERBIE CAPITAL, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Interchange Capital Partners, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Octahedron Capital Management L.P. 110.20%0.20%0.20%Q3 2022Q3 20221
Tuttle Capital Management, LLC 110.20%0.20%0.20%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Baader Bank Aktiengesellschaft 110.07%0.07%0.07%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
Sageworth Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
Kamunting Street Capital Management, L.P. 115.14%5.14%5.14%Q1 2021Q1 20211
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
CGC Financial Services, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 110.00%0.00%0.00%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
First Command Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Hudson Bay Capital Management LP 110.08%0.08%0.08%Q3 2019Q3 20191
Edgestream Partners, L.P. 110.18%0.18%0.18%Q2 2023Q2 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
G2 Investment Partners Management LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Athanor Capital, LP 110.03%0.03%0.03%Q2 2019Q2 20191
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
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This page lists all the filers that currently own THE TRADE DESK INC or have owned THE TRADE DESK INC in the past.