Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 29 | 29 | 0.00% | 0.17% | 0.82% | Q3 2016 | Q3 2023 | 87 |
Citadel Advisors | 29 | 29 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 86 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 29 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 84 |
Walleye Trading LLC | 29 | 29 | 0.00% | 0.08% | 0.46% | Q3 2016 | Q3 2023 | 78 |
D. E. Shaw & Co., Inc. | 29 | 29 | 0.00% | 0.04% | 0.29% | Q3 2016 | Q3 2023 | 76 |
JANE STREET GROUP, LLC | 30 | 30 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 74 |
BARCLAYS PLC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 73 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 71 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 24 | 2 | 0.00% | 0.03% | 0.15% | Q1 2017 | Q3 2023 | 63 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.14% | 0.60% | Q3 2018 | Q3 2023 | 57 |
TWO SIGMA SECURITIES, LLC | 16 | 6 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q3 2023 | 57 |
TWO SIGMA INVESTMENTS, LP | 27 | 27 | 0.00% | 0.07% | 0.42% | Q1 2017 | Q3 2023 | 56 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 53 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 29 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 52 |
CAPITAL FUND MANAGEMENT S.A. | 23 | 23 | 0.00% | 0.09% | 0.30% | Q1 2018 | Q3 2023 | 52 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.03% | 0.13% | Q3 2016 | Q3 2023 | 51 |
Creative Planning | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 43 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 43 |
MILLENNIUM MANAGEMENT LLC | 15 | 3 | 0.00% | 0.02% | 0.15% | Q2 2016 | Q3 2023 | 43 |
Cubist Systematic Strategies, LLC | 28 | 28 | 0.01% | 0.05% | 0.26% | Q4 2016 | Q3 2023 | 40 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.06% | 0.47% | Q4 2017 | Q3 2023 | 38 |
TUDOR INVESTMENT CORP ET AL | 23 | 23 | 0.01% | 0.10% | 0.32% | Q1 2018 | Q3 2023 | 38 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 37 |
HighTower Advisors, LLC | 22 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 37 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.05% | 0.30% | Q2 2016 | Q2 2022 | 34 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 34 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.04% | 0.31% | Q3 2017 | Q3 2023 | 34 |
Lido Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 33 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q1 2022 | 32 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.00% | 0.13% | 0.42% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 30 |
ArrowMark Colorado Holdings LLC | 30 | 30 | 0.01% | 0.12% | 0.62% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.17% | 0.57% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 30 |
MACQUARIE GROUP LTD | 30 | 30 | 0.00% | 0.05% | 0.33% | Q2 2016 | Q3 2023 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 1 | 0.00% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.10% | 0.27% | Q3 2016 | Q3 2023 | 29 |
STATE STREET CORP | 29 | 29 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 29 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Tradewinds Capital Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.00% | 0.17% | 0.68% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.00% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.06% | 0.13% | Q3 2016 | Q3 2023 | 29 |
STALEY CAPITAL ADVISERS INC | 28 | 28 | 0.07% | 0.25% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 28 | 28 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 26 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.05% | 0.22% | Q2 2018 | Q3 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.08% | 0.28% | Q4 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 27 | 1 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 28 | 28 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.01% | 0.20% | 0.56% | Q4 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 28 | 28 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
AXA S.A. | 28 | 28 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 27 | 27 | 0.01% | 0.22% | 1.57% | Q1 2017 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 26 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Perigon Wealth Management, LLC | 22 | 1 | 0.02% | 0.11% | 0.21% | Q3 2011 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 23 | 1 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 27 |
KING LUTHER CAPITAL MANAGEMENT CORP | 26 | 26 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 22 | 1 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 26 | 26 | 0.00% | 0.26% | 0.88% | Q2 2017 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 2 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 20 | 6 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 26 |
Foxhaven Asset Management, LP | 20 | 20 | 0.24% | 7.86% | 17.94% | Q1 2017 | Q4 2021 | 26 |
FORMULA GROWTH LTD | 26 | 26 | 0.18% | 1.26% | 2.78% | Q2 2017 | Q3 2023 | 26 |
Firsthand Capital Management, Inc. | 26 | 26 | 1.06% | 3.56% | 7.88% | Q2 2017 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 26 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 26 | 26 | 0.62% | 3.22% | 7.20% | Q2 2017 | Q3 2023 | 26 |
SYMMETRY PEAK MANAGEMENT LLC | 13 | 1 | 0.01% | 0.44% | 2.14% | Q4 2016 | Q2 2023 | 25 |
AMALGAMATED BANK | 23 | 2 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 16 | 1 | 0.00% | 0.03% | 0.24% | Q3 2016 | Q2 2023 | 25 |
ARK Investment Management | 20 | 2 | 0.08% | 1.56% | 3.47% | Q4 2016 | Q3 2023 | 25 |
Invesco Ltd. | 23 | 2 | 0.00% | 0.05% | 0.20% | Q4 2016 | Q3 2023 | 25 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 3 | 0.00% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 25 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.02% | 0.18% | Q3 2016 | Q3 2023 | 25 |
North Star Investment Management Corp. | 17 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
SG3 Management, LLC | 10 | 1 | 0.01% | 0.34% | 2.51% | Q1 2020 | Q4 2022 | 24 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 24 |
GROUP ONE TRADING, L.P. | 14 | 5 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Neumann Advisory Hong Kong Ltd | 24 | 24 | 3.70% | 14.56% | 25.87% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.21% | 0.52% | 0.89% | Q4 2017 | Q3 2023 | 24 |
PRINCIPAL FINANCIAL GROUP INC | 23 | 1 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 24 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 2 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 24 |
Man Group plc | 19 | 2 | 0.00% | 0.04% | 0.21% | Q2 2018 | Q3 2023 | 24 |
Centiva Capital, LP | 10 | 2 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 24 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.12% | 0.52% | Q3 2018 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 19 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 24 |
Sutton Wealth Advisors Inc. | 22 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 23 |
Taylor Frigon Capital Management LLC | 23 | 23 | 0.68% | 1.54% | 3.13% | Q4 2017 | Q2 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
BRANDYWINE MANAGERS, LLC | 23 | 23 | 0.16% | 1.81% | 6.58% | Q1 2018 | Q3 2023 | 23 |
Nuveen Asset Management, LLC | 18 | 5 | 0.01% | 0.06% | 0.20% | Q1 2017 | Q3 2023 | 23 |
NISA INVESTMENT ADVISORS, LLC | 20 | 3 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Miracle Mile Advisors, LLC | 23 | 23 | 0.02% | 0.48% | 1.62% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 22 |
TD ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
BERKSHIRE CAPITAL HOLDINGS INC | 22 | 22 | 0.00% | 2.18% | 8.05% | Q2 2018 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 2 | 0.00% | 0.08% | 0.26% | Q3 2016 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.01% | 0.14% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Utah Retirement Systems | 22 | 22 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 22 |
LORD, ABBETT & CO. LLC | 17 | 1 | 0.02% | 0.11% | 0.41% | Q2 2016 | Q1 2022 | 22 |
JANUS HENDERSON GROUP PLC | 21 | 1 | 0.00% | 0.10% | 0.35% | Q1 2018 | Q3 2023 | 22 |
Alyeska Investment Group, L.P. | 9 | 2 | 0.00% | 0.63% | 2.10% | Q1 2017 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.00% | 0.30% | 0.60% | Q2 2018 | Q3 2023 | 22 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NORGES BANK | 22 | 22 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q4 2022 | 22 |
DekaBank Deutsche Girozentrale | 16 | 6 | 0.00% | 0.05% | 0.26% | Q1 2018 | Q3 2023 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2022 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 1 | 0.00% | 0.08% | 0.47% | Q4 2016 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 18 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 21 |
Peloton Wealth Strategists | 21 | 21 | 0.17% | 1.34% | 2.68% | Q3 2017 | Q3 2022 | 21 |
CIBC Asset Management Inc | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 2 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2023 | 21 |
ADIRONDACK TRUST CO | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 13 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.07% | 0.40% | Q4 2016 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2022 | 21 |
M&T BANK CORP | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 21 | 0.00% | 0.11% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Capital Impact Advisors, LLC | 17 | 4 | 0.20% | 0.84% | 1.87% | Q3 2017 | Q4 2022 | 21 |
First Washington CORP | 21 | 21 | 0.42% | 1.69% | 2.97% | Q2 2017 | Q2 2022 | 21 |
SHELL ASSET MANAGEMENT CO | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 10 | 1 | 0.00% | 0.07% | 0.14% | Q2 2016 | Q3 2023 | 21 |
Compagnie Lombard Odier SCmA | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Garner Asset Management Corp | 21 | 21 | 0.10% | 0.46% | 0.89% | Q1 2018 | Q1 2023 | 21 |
Harvest Fund Management Co., Ltd | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 21 | 21 | 0.00% | 0.14% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.20% | 0.48% | Q3 2018 | Q3 2023 | 21 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.10% | 0.76% | Q2 2017 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 21 |
Focused Wealth Management, Inc | 20 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 21 |
Optimus Prime Fund Management Co., Ltd. | 13 | 1 | 0.02% | 3.23% | 10.20% | Q2 2019 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 21 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 12 | 1 | 0.09% | 2.20% | 7.34% | Q1 2017 | Q1 2023 | 21 |
BESSEMER GROUP INC | 9 | 2 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q3 2023 | 21 |
TOTH FINANCIAL ADVISORY CORP | 11 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 21 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
SCGE MANAGEMENT, L.P. | 21 | 21 | 1.30% | 7.44% | 13.52% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 20 | 20 | 0.00% | 0.14% | 0.43% | Q4 2018 | Q3 2023 | 20 |
ProShare Advisors LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 20 |
HAMILTON LANE ADVISORS LLC | 14 | 1 | 0.16% | 3.06% | 13.06% | Q4 2016 | Q2 2022 | 20 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q3 2022 | 20 |
LA FINANCIERE DE L'ECHIQUIER | 20 | 20 | 0.06% | 1.19% | 2.31% | Q4 2018 | Q3 2023 | 20 |
FEDERATED HERMES, INC. | 15 | 2 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q1 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 2 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q2 2023 | 20 |
Penserra Capital Management LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FORTE CAPITAL LLC /ADV | 20 | 20 | 0.33% | 1.57% | 3.02% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
Toronado Partners, LLC | 20 | 20 | 5.19% | 7.72% | 13.81% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 20 | 20 | 0.02% | 0.08% | 0.13% | Q2 2017 | Q1 2022 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.05% | 0.30% | 0.75% | Q4 2018 | Q3 2023 | 20 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 13 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2022 | 20 |
PEAK6 Group LLC | 8 | 8 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q2 2018 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 20 | 20 | 0.00% | 0.27% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q1 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 19 | 1 | 0.03% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.24% | 1.05% | 2.15% | Q1 2019 | Q3 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2023 | 19 |
Bares Capital Management | 15 | 4 | 0.49% | 1.17% | 2.82% | Q2 2017 | Q3 2023 | 19 |
TORONTO DOMINION BANK | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Sigma Planning Corp | 18 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 19 |
AQR Capital Management | 16 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 19 |
Private Advisor Group, LLC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Jasper Ridge Partners, L.P. | 19 | 19 | 0.02% | 0.09% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Railway Pension Investments Ltd | 19 | 19 | 0.10% | 0.22% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Whetstone Capital Advisors, LLC | 19 | 19 | 0.20% | 4.46% | 10.02% | Q3 2017 | Q1 2022 | 19 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CenterStar Asset Management, LLC | 10 | 1 | 0.00% | 0.17% | 0.96% | Q2 2018 | Q4 2022 | 19 |
Nikko Asset Management Americas, Inc. | 19 | 19 | 0.60% | 2.70% | 4.55% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 19 |
Xcel Wealth Management, LLC | 19 | 19 | 0.35% | 2.65% | 5.68% | Q1 2019 | Q3 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Manchester Capital Management LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 19 |
Kovack Advisors, Inc. | 19 | 19 | 0.03% | 0.17% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
ASHFORD CAPITAL MANAGEMENT INC | 19 | 19 | 1.00% | 2.11% | 3.54% | Q1 2019 | Q3 2023 | 19 |
Asset Management One Co., Ltd. | 19 | 19 | 0.02% | 0.11% | 0.21% | Q1 2019 | Q3 2023 | 19 |
WESTPAC BANKING CORP | 18 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 19 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Granahan Investment Management | 15 | 3 | 0.10% | 0.34% | 0.94% | Q4 2016 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 14 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.11% | 0.47% | Q3 2017 | Q3 2023 | 18 |
Arizona State Retirement System | 18 | 18 | 0.02% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
PITTENGER & ANDERSON INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Dragoneer Investment Group | 18 | 18 | 2.35% | 10.20% | 25.44% | Q3 2017 | Q4 2021 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.02% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2022 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Hodges Capital Management Inc. | 17 | 1 | 0.02% | 0.53% | 1.01% | Q3 2018 | Q3 2023 | 18 |
STRS OHIO | 18 | 18 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q2 2022 | 18 |
Parkside Financial Bank & Trust | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
KBC Group NV | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 16 | 2 | 0.00% | 0.08% | 0.33% | Q1 2019 | Q3 2023 | 18 |
Calamos Advisors LLC | 15 | 15 | 0.00% | 0.12% | 0.22% | Q1 2019 | Q3 2022 | 18 |
Allen Investment Management, LLC | 18 | 18 | 0.02% | 0.18% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.02% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Summit Trail Advisors, LLC | 12 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.02% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q4 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PANAGORA ASSET MANAGEMENT INC | 14 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
COMERICA BANK | 17 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
EARNEST PARTNERS LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q1 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 4 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 18 |
Livforsakringsbolaget Skandia, Omsesidigt | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.03% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 17 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
GATEWAY INVESTMENT ADVISERS LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Candriam S.C.A. | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Parker Investment Management, LLC | 16 | 1 | 0.02% | 0.21% | 0.64% | Q3 2016 | Q4 2021 | 17 |
Korea Investment CORP | 15 | 2 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 17 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 1 | 0.01% | 0.16% | 0.32% | Q2 2016 | Q2 2022 | 17 |
Quadrature Capital Ltd | 8 | 1 | 0.05% | 0.48% | 1.49% | Q4 2016 | Q2 2023 | 17 |
WASHINGTON TRUST BANK | 10 | 7 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 17 |
FAIRFIELD, BUSH & CO. | 15 | 1 | 0.06% | 0.28% | 0.59% | Q3 2017 | Q2 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 17 |
Avior Wealth Management, LLC | 9 | 8 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 17 |
Burleson & Company, LLC | 13 | 13 | 0.01% | 1.33% | 3.13% | Q4 2019 | Q4 2022 | 17 |
APG Asset Management N.V. | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Eventide Asset Management | 12 | 5 | 0.58% | 1.84% | 3.68% | Q1 2017 | Q3 2021 | 17 |
SeaCrest Wealth Management, LLC | 9 | 8 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q2 2022 | 17 |
Zions Bancorporation, N.A. | 15 | 2 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q3 2023 | 17 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.08% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Sepio Capital, LP | 17 | 17 | 0.02% | 0.08% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Mn Services Vermogensbeheer B.V. | 10 | 7 | 0.05% | 0.13% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 15 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 17 |
PLATINUM INVESTMENT MANAGEMENT LTD | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
GENERATION INVESTMENT MANAGEMENT LLP | 17 | 17 | 0.20% | 1.41% | 2.68% | Q3 2019 | Q3 2023 | 17 |
Alkeon Capital Management | 14 | 1 | 0.01% | 0.45% | 1.07% | Q2 2018 | Q3 2023 | 17 |
MUFG Securities EMEA plc | 14 | 14 | 0.00% | 0.16% | 0.95% | Q2 2020 | Q3 2023 | 17 |
Sandy Spring Bank | 17 | 17 | 0.01% | 0.14% | 0.35% | Q3 2019 | Q3 2023 | 17 |
AVIVA PLC | 17 | 17 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
JFS WEALTH ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
EULAV Asset Management | 17 | 17 | 0.18% | 0.36% | 0.58% | Q3 2019 | Q3 2023 | 17 |
BAILARD, INC. | 17 | 17 | 0.05% | 0.15% | 0.28% | Q3 2018 | Q3 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.02% | 0.15% | 0.31% | Q3 2018 | Q3 2022 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 17 | 0.01% | 0.07% | 0.11% | Q3 2018 | Q3 2022 | 17 |
NICHOLAS COMPANY, INC. | 17 | 17 | 0.00% | 0.16% | 0.23% | Q3 2019 | Q3 2023 | 17 |
NVWM, LLC | 17 | 17 | 0.00% | 0.06% | 0.47% | Q2 2019 | Q2 2023 | 17 |
Crewe Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q2 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.01% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 17 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.00% | 0.10% | 0.31% | Q2 2016 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 15 | 15 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q1 2022 | 16 |
Coatue Management | 6 | 2 | 0.02% | 0.86% | 2.76% | Q2 2016 | Q4 2022 | 16 |
Achmea Investment Management B.V. | 7 | 3 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 16 |
BNP Paribas Asset Management Holding S.A. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MARSICO CAPITAL MANAGEMENT LLC | 12 | 4 | 0.03% | 0.51% | 1.36% | Q1 2017 | Q2 2022 | 16 |
Asset Dedication, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 15 | 1 | 0.02% | 0.17% | 0.54% | Q3 2016 | Q1 2022 | 16 |
LYELL WEALTH MANAGEMENT, LP | 16 | 16 | 0.03% | 0.99% | 2.19% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.07% | 0.44% | 1.04% | Q4 2019 | Q3 2023 | 16 |
XR Securities LLC | 8 | 2 | 0.01% | 0.07% | 0.27% | Q4 2018 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 16 |
Polar Capital LLP | 16 | 16 | 0.02% | 0.31% | 0.66% | Q4 2016 | Q3 2020 | 16 |
PRUDENTIAL PLC | 15 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 5 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PINNACLE ASSOCIATES LTD | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 16 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q2 2023 | 16 |
Potrero Capital Research LLC | 13 | 3 | 0.25% | 1.74% | 4.48% | Q2 2017 | Q4 2021 | 16 |
Laurel Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.10% | 0.26% | Q4 2018 | Q3 2022 | 16 |
SALEM INVESTMENT COUNSELORS INC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.02% | 0.07% | 0.60% | Q4 2018 | Q3 2023 | 16 |
Impax Asset Management Group plc | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
Royal Fund Management, LLC | 9 | 1 | 0.00% | 0.05% | 0.22% | Q4 2016 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q2 2023 | 16 |
BOKF, NA | 5 | 3 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 16 |
Sonora Investment Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
Telemark Asset Management, LLC | 6 | 4 | 0.04% | 2.76% | 11.01% | Q2 2016 | Q3 2021 | 16 |
GILDER GAGNON HOWE & CO LLC | 13 | 1 | 0.00% | 0.28% | 0.84% | Q2 2016 | Q1 2022 | 15 |
Tributary Capital Management, LLC | 15 | 15 | 0.06% | 0.17% | 0.24% | Q4 2017 | Q2 2021 | 15 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 11 | 4 | 0.96% | 5.27% | 14.24% | Q1 2019 | Q1 2023 | 15 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 15 | 15 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q2 2022 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.44% | 0.82% | Q1 2018 | Q3 2023 | 15 |
SCOTIA CAPITAL INC. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 15 |
FRED ALGER MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.24% | 0.53% | Q2 2016 | Q1 2022 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 12 | 3 | 0.06% | 0.26% | 0.67% | Q4 2019 | Q3 2023 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.10% | 0.24% | Q3 2016 | Q4 2021 | 15 |
Kingsview Wealth Management, LLC | 7 | 2 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Whale Rock Capital Management | 14 | 1 | 0.30% | 2.40% | 7.00% | Q2 2016 | Q3 2021 | 15 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
PICTET ASSET MANAGEMENT LTD | 15 | 15 | 0.08% | 0.19% | 0.32% | Q4 2017 | Q2 2021 | 15 |
SkyOak Wealth, LLC | 12 | 3 | 0.07% | 0.47% | 1.12% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
SP Asset Management | 15 | 15 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q3 2022 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
JENNISON ASSOCIATES LLC | 15 | 15 | 0.04% | 0.83% | 1.96% | Q1 2019 | Q3 2022 | 15 |
Nicholas Investment Partners, LP | 15 | 15 | 0.07% | 0.40% | 0.85% | Q4 2018 | Q2 2022 | 15 |
SEEYOND | 15 | 15 | 0.01% | 0.03% | 0.13% | Q2 2019 | Q4 2022 | 15 |
SRS Capital Advisors, Inc. | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.05% | 0.38% | 1.04% | Q1 2019 | Q3 2022 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.02% | 0.08% | 0.20% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
First Growth Investment Manager LP | 11 | 11 | 0.35% | 3.60% | 9.26% | Q4 2020 | Q2 2023 | 15 |
Sargent Bickham Lagudis LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
GLYNN CAPITAL MANAGEMENT LLC | 15 | 15 | 2.68% | 4.71% | 6.78% | Q4 2018 | Q2 2022 | 15 |
Fernwood Investment Management, LLC | 13 | 2 | 0.07% | 0.26% | 0.46% | Q3 2019 | Q2 2023 | 15 |
Intellectus Partners, LLC | 13 | 2 | 0.02% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 15 |
Quantbot Technologies LP | 6 | 2 | 0.00% | 0.23% | 0.68% | Q3 2016 | Q4 2022 | 15 |
Dai-ichi Life Insurance Company, Ltd | 14 | 1 | 0.01% | 0.07% | 0.20% | Q1 2019 | Q1 2023 | 15 |
Empire Life Investments Inc. | 15 | 15 | 0.05% | 0.25% | 0.91% | Q1 2020 | Q3 2023 | 15 |
Baillie Gifford | 14 | 14 | 0.22% | 0.58% | 1.12% | Q2 2020 | Q3 2023 | 14 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 13 | 1 | 0.00% | 0.45% | 0.91% | Q2 2017 | Q4 2021 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.09% | 0.34% | 0.68% | Q4 2018 | Q1 2022 | 14 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
B. Riley Wealth Management, Inc. | 14 | 14 | 0.00% | 0.24% | 0.52% | Q1 2019 | Q2 2022 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.32% | 0.54% | 0.73% | Q4 2018 | Q1 2022 | 14 |
BDO Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 14 |
HARBOURVEST PARTNERS LLC | 11 | 1 | 0.21% | 0.61% | 2.23% | Q1 2017 | Q3 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 14 | 0.00% | 0.05% | 0.15% | Q2 2019 | Q3 2022 | 14 |
SWS Partners | 14 | 14 | 0.55% | 1.31% | 2.43% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 14 | 14 | 0.00% | 0.04% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 14 |
Kore Private Wealth LLC | 11 | 3 | 0.00% | 2.01% | 4.48% | Q4 2018 | Q2 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q1 2021 | 14 |
Ratan Capital Management LP | 14 | 14 | 0.17% | 3.12% | 9.56% | Q4 2018 | Q1 2022 | 14 |
Ancora Advisors LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 13 | 1 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q2 2023 | 14 |
Portolan Capital Management | 7 | 1 | 0.12% | 0.74% | 1.66% | Q1 2017 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.08% | 0.23% | Q2 2020 | Q3 2023 | 14 |
BAMCO INC /NY/ | 14 | 14 | 0.01% | 0.15% | 0.27% | Q2 2019 | Q3 2022 | 14 |
Virtu Financial LLC | 4 | 1 | 0.04% | 0.15% | 0.40% | Q4 2017 | Q3 2023 | 14 |
TIGER GLOBAL MANAGEMENT LLC | 13 | 1 | 0.04% | 0.57% | 1.62% | Q3 2018 | Q1 2022 | 14 |
FORSTA AP-FONDEN | 12 | 2 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.01% | 0.05% | 0.15% | Q4 2016 | Q1 2020 | 14 |
Private Capital Group, LLC | 12 | 2 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2022 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 13 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Weiss Multi-Strategy Advisers LLC | 13 | 13 | 0.02% | 0.17% | 0.40% | Q2 2020 | Q2 2023 | 14 |
Sands Capital Management | 14 | 14 | 0.56% | 1.76% | 3.03% | Q1 2019 | Q2 2022 | 14 |
Parkwood LLC | 14 | 14 | 0.05% | 0.39% | 1.03% | Q3 2018 | Q4 2021 | 14 |
MIZUHO SECURITIES USA LLC | 5 | 1 | 0.00% | 0.07% | 0.18% | Q3 2016 | Q4 2018 | 14 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 14 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 14 |
ALLSTATE CORP | 10 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q4 2022 | 14 |
SQN Investors LP | 13 | 1 | 2.83% | 6.28% | 9.58% | Q2 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Ocean Capital Management, LLC | 14 | 14 | 0.28% | 1.09% | 1.89% | Q2 2019 | Q3 2022 | 14 |
Capital Investment Advisory Services, LLC | 11 | 1 | 0.03% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 14 |
Hudock, Inc. | 12 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.18% | 0.26% | Q3 2018 | Q4 2021 | 14 |
NATIXIS | 6 | 1 | 0.00% | 0.09% | 0.32% | Q3 2017 | Q4 2022 | 14 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.09% | 0.58% | Q4 2016 | Q2 2022 | 13 |
Lenox Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 13 |
RiverPark Advisors, LLC | 13 | 13 | 0.99% | 1.68% | 2.45% | Q3 2019 | Q3 2022 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 10 | 2 | 0.00% | 0.09% | 0.26% | Q3 2019 | Q1 2023 | 13 |
SVB WEALTH LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.02% | 0.19% | 0.39% | Q2 2019 | Q3 2023 | 13 |
NN Investment Partners Holdings N.V. | 9 | 4 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q1 2022 | 13 |
Ethic Inc. | 13 | 13 | 0.01% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 13 |
JS Capital Management LLC | 7 | 2 | 0.22% | 0.78% | 1.63% | Q1 2019 | Q1 2023 | 13 |
Baystate Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 2 | 0.00% | 0.04% | 0.21% | Q2 2018 | Q2 2023 | 13 |
Andra AP-fonden | 8 | 1 | 0.00% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.05% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 13 |
MAI Capital Management | 9 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Shay Capital LLC | 3 | 3 | 0.00% | 0.13% | 0.61% | Q4 2020 | Q2 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Independent Advisor Alliance | 10 | 3 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 13 |
DAVENPORT & Co LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 13 |
DIKER MANAGEMENT LLC | 8 | 1 | 0.43% | 2.02% | 3.18% | Q2 2017 | Q3 2023 | 13 |
Zweig-DiMenna Associates LLC | 7 | 6 | 0.03% | 1.44% | 2.15% | Q3 2018 | Q4 2021 | 13 |
Adero Partners, LLC | 11 | 2 | 0.25% | 3.57% | 11.53% | Q2 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TOBAM | 11 | 2 | 0.00% | 0.10% | 0.45% | Q2 2020 | Q3 2023 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2021 | 13 |
RMR Wealth Builders | 6 | 1 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q4 2021 | 13 |
FDx Advisors, Inc. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ThornTree Capital Partners LP | 13 | 13 | 2.64% | 5.58% | 9.66% | Q4 2018 | Q4 2021 | 13 |
Cable Hill Partners, LLC | 9 | 4 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q4 2021 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 13 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q2 2022 | 13 |
1832 Asset Management L.P. | 8 | 2 | 0.00% | 0.36% | 0.97% | Q3 2016 | Q1 2022 | 13 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 9 | 4 | 0.06% | 0.95% | 2.00% | Q4 2016 | Q2 2022 | 13 |
Rafferty Asset Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Assenagon Asset Management S.A. | 11 | 2 | 0.00% | 0.18% | 0.44% | Q2 2020 | Q3 2023 | 13 |
OBERNDORF WILLIAM E | 13 | 13 | 2.16% | 5.72% | 9.00% | Q3 2017 | Q3 2020 | 13 |
Robeco Institutional Asset Management B.V. | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
National Pension Service | 13 | 13 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q4 2022 | 13 |
RIVERPARK CAPITAL MANAGEMENT LLC | 13 | 13 | 1.90% | 2.73% | 3.89% | Q3 2019 | Q3 2022 | 13 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.29% | Q2 2016 | Q3 2022 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.14% | 0.43% | 0.80% | Q2 2020 | Q2 2023 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
World Asset Management Inc | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2021 | 13 |
CI INVESTMENTS INC. | 9 | 4 | 0.00% | 0.01% | 0.16% | Q2 2020 | Q3 2023 | 13 |
PineBridge Investments, L.P. | 13 | 13 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 13 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Motley Fool Asset Management LLC | 10 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q2 2023 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.11% | 0.30% | 0.52% | Q4 2019 | Q4 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.06% | 0.34% | 0.88% | Q4 2016 | Q2 2023 | 13 |
PITCAIRN CO | 10 | 3 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q2 2022 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Tidal Investments LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.20% | 0.38% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Strategic Family Wealth Counselors, L.L.C. | 12 | 12 | 0.21% | 1.46% | 3.40% | Q4 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
FIRST MERCANTILE TRUST CO | 7 | 2 | 0.04% | 0.16% | 0.36% | Q1 2017 | Q3 2021 | 12 |
Haverford Trust Co | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.15% | 0.79% | Q2 2016 | Q4 2020 | 12 |
Jackson Square Partners, LLC | 12 | 12 | 0.00% | 1.60% | 3.24% | Q4 2019 | Q3 2022 | 12 |
London & Capital Asset Management Ltd | 12 | 12 | 0.51% | 0.86% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Sloy Dahl & Holst, LLC | 12 | 12 | 0.05% | 0.53% | 1.04% | Q4 2019 | Q3 2022 | 12 |
Marble Harbor Investment Counsel, LLC | 8 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 12 |
Evolution Wealth Advisors, LLC | 8 | 4 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q4 2021 | 12 |
Empowered Funds, LLC | 5 | 3 | 0.01% | 0.27% | 0.57% | Q4 2018 | Q3 2023 | 12 |
Arthedge Capital Management, LLC | 12 | 12 | 4.39% | 8.97% | 18.11% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 12 | 12 | 2.68% | 3.25% | 5.17% | Q4 2020 | Q3 2023 | 12 |
Dorsal Capital Management, LP | 9 | 3 | 1.07% | 3.75% | 6.08% | Q4 2019 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 12 |
Jeneq Management LP | 11 | 1 | 3.91% | 7.56% | 12.94% | Q4 2018 | Q1 2022 | 12 |
Atreides Management, LP | 12 | 12 | 0.54% | 2.34% | 5.43% | Q4 2019 | Q3 2022 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.22% | 0.40% | 0.48% | Q4 2020 | Q3 2023 | 12 |
FRONTIER INVESTMENT MGMT CO | 11 | 11 | 0.03% | 0.19% | 0.32% | Q4 2017 | Q2 2020 | 12 |
Blueshift Asset Management, LLC | 4 | 1 | 0.06% | 0.43% | 1.11% | Q1 2019 | Q3 2023 | 12 |
Caprock Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Perennial Investment Advisors, LLC | 12 | 12 | 0.10% | 0.32% | 0.46% | Q4 2019 | Q3 2022 | 12 |
GLENMEDE TRUST CO NA | 7 | 1 | 0.00% | 0.01% | 0.12% | Q1 2019 | Q3 2023 | 12 |
Prospera Financial Services Inc | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Alight Capital Management LP | 7 | 1 | 0.68% | 1.35% | 2.27% | Q2 2019 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AlphaMark Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 12 |
MetLife Investment Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Atria Investments, Inc | 7 | 5 | 0.01% | 0.04% | 0.14% | Q1 2019 | Q1 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Aristotle Atlantic Partners, LLC | 10 | 2 | 0.01% | 0.98% | 1.68% | Q2 2020 | Q2 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 12 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.01% | 0.14% | 0.25% | Q1 2018 | Q2 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.32% | 0.76% | 1.52% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q3 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.18% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.10% | 0.26% | Q1 2021 | Q4 2022 | 11 |
Teamwork Financial Advisors, LLC | 11 | 11 | 0.06% | 0.49% | 1.45% | Q4 2019 | Q2 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
9258 Wealth Management, LLC | 9 | 1 | 0.04% | 0.12% | 0.21% | Q2 2019 | Q1 2023 | 11 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 11 |
TEACHERS ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2019 | 11 |
West Branch Capital LLC | 10 | 1 | 0.00% | 0.02% | 0.24% | Q4 2018 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2022 | 11 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 11 |
ARDSLEY ADVISORY PARTNERS LP | 8 | 1 | 0.05% | 0.50% | 2.04% | Q3 2018 | Q1 2022 | 11 |
Avalon Global Asset Management LLC | 8 | 2 | 0.64% | 1.80% | 2.84% | Q3 2019 | Q2 2022 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 11 |
Aureus Asset Management, LLC | 11 | 11 | 0.44% | 1.20% | 2.23% | Q1 2020 | Q3 2022 | 11 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q1 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.03% | 1.08% | 4.69% | Q4 2021 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 5 | 1 | 0.16% | 0.36% | 0.70% | Q3 2017 | Q3 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 4 | 0.00% | 0.39% | 1.19% | Q1 2018 | Q2 2021 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Mutual Advisors, LLC | 10 | 10 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q3 2022 | 11 |
MAKENA CAPITAL MANAGEMENT LLC | 11 | 11 | 1.37% | 2.45% | 3.19% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2019 | 11 |
Sculptor Capital LP | 5 | 5 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q3 2017 | 11 |
Ausdal Financial Partners, Inc. | 10 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 11 |
EXANE DERIVATIVES | 10 | 1 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q1 2022 | 11 |
Institute for Wealth Management, LLC. | 11 | 11 | 0.04% | 0.11% | 0.17% | Q2 2020 | Q4 2022 | 11 |
Pier Capital, LLC | 7 | 1 | 0.06% | 0.36% | 1.01% | Q2 2016 | Q2 2020 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 11 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 11 |
Carroll Financial Associates, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 11 |
Centerpoint Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q2 2023 | 11 |
Hexagon Capital Partners LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
Holocene Advisors, LP | 3 | 1 | 0.04% | 0.45% | 1.06% | Q4 2018 | Q3 2023 | 11 |
Elo Mutual Pension Insurance Co | 11 | 11 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Affinity Capital Advisors, LLC | 11 | 11 | 0.08% | 0.36% | 0.52% | Q4 2019 | Q2 2022 | 11 |
Employees Retirement System of Texas | 11 | 11 | 0.01% | 0.12% | 0.31% | Q3 2019 | Q1 2022 | 11 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.16% | 0.26% | 0.38% | Q3 2018 | Q4 2021 | 11 |
BBR PARTNERS, LLC | 11 | 11 | 0.03% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Stony Point Capital LLC | 11 | 11 | 2.90% | 6.68% | 9.83% | Q4 2019 | Q2 2022 | 11 |
Green Alpha Advisors, LLC | 6 | 4 | 0.15% | 0.43% | 0.75% | Q2 2021 | Q4 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
WADDELL & REED FINANCIAL INC | 10 | 10 | 0.15% | 0.37% | 0.67% | Q4 2018 | Q1 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.12% | 0.25% | 0.81% | Q4 2020 | Q3 2023 | 10 |
Financial Enhancement Group LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.02% | 0.06% | 0.18% | Q2 2020 | Q3 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.23% | 0.62% | Q4 2018 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
ELEMENT POINTE ADVISORS, LLC | 7 | 3 | 0.08% | 0.26% | 0.49% | Q3 2020 | Q3 2023 | 10 |
Raine Capital LLC | 10 | 10 | 0.33% | 0.71% | 2.83% | Q1 2020 | Q2 2022 | 10 |
Marcus Capital, LLC | 10 | 10 | 1.20% | 2.66% | 3.85% | Q2 2016 | Q3 2018 | 10 |
Lee Financial Co | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2021 | 10 |
ROPES WEALTH ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q2 2022 | 10 |
Jump Financial, LLC | 8 | 2 | 0.01% | 0.12% | 0.29% | Q3 2020 | Q3 2023 | 10 |
Blue Zone Wealth Advisors, LLC | 7 | 3 | 0.12% | 0.56% | 1.08% | Q1 2021 | Q3 2023 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
IBM Retirement Fund | 9 | 1 | 0.05% | 0.09% | 0.14% | Q2 2019 | Q1 2022 | 10 |
GM Advisory Group, LLC | 9 | 1 | 0.05% | 0.14% | 0.28% | Q1 2019 | Q1 2022 | 10 |
JCIC Asset Management Inc. | 10 | 10 | 0.01% | 0.59% | 1.65% | Q1 2020 | Q2 2022 | 10 |
BRIGHTON JONES LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 10 |
DF DENT & CO INC | 10 | 10 | 0.44% | 0.84% | 1.16% | Q4 2019 | Q1 2022 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2022 | 10 |
Interchange Capital Partners, LLC | 4 | 2 | 0.01% | 0.32% | 0.60% | Q4 2020 | Q3 2023 | 10 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 9 | 1 | 0.12% | 0.81% | 2.05% | Q1 2019 | Q4 2021 | 10 |
RMB Capital Management, LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q4 2022 | 10 |
SANDERS MORRIS HARRIS LLC | 8 | 2 | 0.05% | 0.29% | 0.87% | Q4 2016 | Q2 2022 | 10 |
G&S Capital LLC | 7 | 3 | 0.01% | 0.10% | 0.34% | Q3 2018 | Q1 2021 | 10 |
MAVERICK CAPITAL LTD | 8 | 2 | 0.01% | 0.27% | 0.80% | Q2 2020 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 10 |
Alberta Investment Management Corp | 7 | 3 | 0.00% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 10 | 0.00% | 0.02% | 0.13% | Q4 2020 | Q1 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
SCHOLTZ & COMPANY, LLC | 10 | 10 | 0.39% | 0.78% | 0.98% | Q1 2020 | Q2 2022 | 10 |
Cordasco Financial Network | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
CSS LLC/IL | 8 | 2 | 0.01% | 0.14% | 0.33% | Q3 2019 | Q1 2022 | 10 |
Vestcor Inc | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q4 2020 | 10 |
Landsberg, Bennett, & Dubbaneh LLC | 7 | 3 | 0.04% | 0.27% | 0.79% | Q1 2019 | Q3 2021 | 10 |
Silvant Capital Management LLC | 10 | 10 | 0.03% | 0.32% | 0.56% | Q2 2020 | Q3 2022 | 10 |
Valmark Advisers, Inc. | 7 | 3 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 10 |
AIA Group Ltd | 10 | 10 | 0.02% | 0.26% | 0.72% | Q4 2020 | Q1 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.07% | 0.32% | Q1 2020 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.07% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q2 2022 | 10 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Melqart Asset Management (UK) Ltd | 7 | 1 | 0.15% | 1.05% | 1.59% | Q3 2019 | Q3 2022 | 10 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.09% | 0.29% | Q4 2018 | Q4 2022 | 10 |
Grace Capital | 9 | 1 | 0.04% | 0.47% | 0.76% | Q4 2018 | Q4 2021 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 10 |
Triumph Capital Management | 10 | 10 | 0.13% | 0.29% | 0.50% | Q2 2021 | Q3 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 5 | 2 | 0.67% | 1.66% | 3.10% | Q4 2016 | Q4 2021 | 9 |
First Trust Direct Indexing L.P. | 5 | 4 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 9 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 9 |
EMC Capital Management | 8 | 1 | 0.06% | 0.29% | 0.52% | Q4 2020 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.04% | 0.18% | 0.31% | Q4 2020 | Q4 2022 | 9 |
AtonRa Partners | 9 | 9 | 0.44% | 0.84% | 1.36% | Q4 2020 | Q4 2022 | 9 |
IPG Investment Advisors LLC | 3 | 1 | 0.06% | 0.17% | 0.33% | Q4 2018 | Q2 2023 | 9 |
Interval Partners, LP | 4 | 1 | 0.01% | 0.11% | 0.37% | Q1 2019 | Q3 2023 | 9 |
Spark Investment Management LLC | 8 | 1 | 0.43% | 0.88% | 1.76% | Q3 2016 | Q3 2023 | 9 |
COLUMBUS CIRCLE INVESTORS | 5 | 1 | 0.01% | 0.51% | 0.90% | Q3 2017 | Q4 2020 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 9 |
PROFUND ADVISORS LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 9 |
FIRST CITIZENS BANK & TRUST CO | 8 | 1 | 0.02% | 0.12% | 0.19% | Q1 2018 | Q2 2020 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.05% | 0.64% | 2.40% | Q4 2021 | Q4 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Atlas Principals, LLC | 9 | 9 | 0.53% | 1.82% | 3.67% | Q4 2019 | Q4 2021 | 9 |
REGENTATLANTIC CAPITAL LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 9 |
FIL Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 9 |
PRAGMA GESTAO DE PATRIMONIO LTD | 7 | 2 | 2.03% | 4.46% | 6.57% | Q4 2019 | Q3 2022 | 9 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.02% | 0.28% | 0.62% | Q2 2016 | Q3 2018 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
AJ WEALTH STRATEGIES, LLC | 9 | 9 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q2 2022 | 9 |
Avitas Wealth Management LLC | 7 | 1 | 0.04% | 0.14% | 0.44% | Q2 2019 | Q2 2022 | 9 |
ARGENT CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
PDT Partners, LLC | 6 | 1 | 0.08% | 0.54% | 1.08% | Q3 2017 | Q1 2021 | 9 |
Dakota Wealth Management | 7 | 7 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 9 |
Spearhead Capital Advisors, LLC | 8 | 1 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 9 |
Avestar Capital, LLC | 6 | 2 | 0.03% | 0.08% | 0.22% | Q1 2019 | Q4 2021 | 9 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 9 | 9 | 0.06% | 0.16% | 0.23% | Q1 2020 | Q1 2022 | 9 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
JAMES INVESTMENT RESEARCH INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 9 |
Evanson Asset Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 1 | 0.01% | 0.17% | 0.29% | Q3 2020 | Q3 2023 | 9 |
State of Alaska, Department of Revenue | 8 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 9 |
PUTNAM INVESTMENTS LLC | 6 | 3 | 0.01% | 0.10% | 0.28% | Q1 2019 | Q3 2021 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
HARTLINE INVESTMENT CORP/ | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2022 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
FIRST FOUNDATION ADVISORS | 6 | 3 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q1 2022 | 9 |
Values First Advisors, Inc. | 8 | 1 | 0.00% | 0.63% | 1.22% | Q4 2019 | Q1 2023 | 9 |
Alpine Global Management, LLC | 7 | 1 | 0.09% | 0.32% | 0.58% | Q1 2019 | Q3 2022 | 9 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 9 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q1 2023 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 9 |
TimesSquare Capital Management, LLC | 9 | 9 | 0.05% | 0.75% | 1.52% | Q1 2020 | Q1 2022 | 9 |
QS Investors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 8 | 1 | 0.07% | 0.37% | 1.15% | Q4 2018 | Q3 2021 | 9 |
Strategic Advisors LLC | 9 | 9 | 0.08% | 0.30% | 1.04% | Q3 2021 | Q3 2023 | 9 |
Rathbones Group PLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
NorthCoast Asset Management LLC | 7 | 2 | 0.02% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 9 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Golden Green, Inc. | 8 | 8 | 0.38% | 1.23% | 1.76% | Q4 2020 | Q3 2022 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 0.20% | 0.34% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.22% | 3.25% | 5.72% | Q4 2018 | Q1 2023 | 8 |
FinTrust Capital Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 1 | 0.02% | 0.15% | 0.35% | Q2 2019 | Q4 2021 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.08% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.14% | 0.22% | 0.29% | Q3 2021 | Q2 2023 | 8 |
OpenView Management, LLC | 8 | 8 | 0.00% | 12.50% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Greytown Advisors Inc. | 8 | 8 | 0.15% | 0.28% | 0.37% | Q2 2020 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Millrace Asset Group, Inc. | 8 | 8 | 0.59% | 1.49% | 2.78% | Q1 2018 | Q4 2019 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
DDD Partners, LLC | 8 | 8 | 0.25% | 0.80% | 1.12% | Q3 2020 | Q2 2022 | 8 |
Western Wealth Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Paragon Advisors, LLC | 8 | 8 | 0.53% | 0.68% | 0.82% | Q2 2020 | Q1 2022 | 8 |
OneAscent Financial Services LLC | 6 | 1 | 0.19% | 0.27% | 0.45% | Q2 2019 | Q3 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ilmarinen Mutual Pension Insurance Co | 5 | 1 | 0.03% | 0.11% | 0.25% | Q3 2019 | Q4 2022 | 8 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.17% | 0.44% | Q1 2017 | Q2 2022 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.11% | 0.33% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Princeton Global Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.03% | 0.22% | 0.46% | Q4 2018 | Q3 2019 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.41% | 0.72% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Archon Capital Management LLC | 5 | 3 | 0.12% | 3.40% | 10.89% | Q1 2017 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Arlington Partners LLC | 5 | 1 | 0.00% | 0.15% | 0.56% | Q4 2017 | Q4 2021 | 8 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.58% | 0.98% | 1.29% | Q3 2020 | Q3 2021 | 8 |
CIGNA INVESTMENTS INC /NEW | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Durable Capital Partners LP | 8 | 8 | 1.00% | 2.44% | 3.44% | Q1 2020 | Q4 2021 | 8 |
Mission Creek Capital Partners, Inc. | 6 | 1 | 0.08% | 0.71% | 3.33% | Q4 2019 | Q3 2022 | 8 |
Jabre Capital Partners S.A. | 7 | 1 | 0.05% | 0.25% | 0.56% | Q2 2016 | Q3 2018 | 8 |
PA Capital LLC | 8 | 8 | 1.52% | 2.23% | 3.01% | Q4 2018 | Q3 2020 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.33% | 1.03% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Jericho Capital Asset Management L.P. | 4 | 4 | 2.16% | 3.71% | 5.06% | Q4 2018 | Q2 2021 | 8 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.08% | 0.15% | Q4 2016 | Q1 2023 | 8 |
Balentine LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 6 | 2 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q4 2021 | 8 |
Addison Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2020 | 8 |
Thrive Capital Management, LLC | 7 | 1 | 0.05% | 4.05% | 31.83% | Q4 2020 | Q4 2022 | 8 |
PACES FERRY WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.39% | 0.59% | Q3 2020 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 3 | 2 | 0.03% | 0.43% | 1.08% | Q2 2017 | Q3 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 6 | 2 | 0.15% | 0.73% | 1.51% | Q2 2019 | Q3 2021 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q4 2022 | 8 |
Hitchwood Capital Management LP | 6 | 2 | 0.46% | 1.04% | 1.74% | Q1 2019 | Q3 2021 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.15% | 1.94% | 3.14% | Q1 2018 | Q4 2019 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.10% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q4 2020 | 8 |
Steadview Capital Management LLC | 8 | 8 | 7.58% | 9.94% | 14.66% | Q4 2020 | Q3 2022 | 8 |
CHARTWELL INVESTMENT PARTNERS, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5 | 3 | 0.00% | 0.06% | 0.13% | Q2 2019 | Q4 2021 | 8 |
Granite Point Capital Management, L.P. | 2 | 1 | 0.06% | 0.26% | 0.67% | Q4 2020 | Q1 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.02% | 0.19% | 0.80% | Q3 2020 | Q2 2022 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
MinichMacGregor Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 8 |
Gladstone Institutional Advisory LLC | 6 | 2 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Alta Wealth Advisors LLC | 8 | 8 | 0.16% | 0.62% | 0.97% | Q4 2020 | Q3 2022 | 8 |
KOPP INVESTMENT ADVISORS LLC | 8 | 8 | 1.62% | 5.02% | 7.62% | Q4 2017 | Q3 2019 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
AGF INVESTMENTS INC. | 5 | 3 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q2 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Buffington Mohr McNeal | 5 | 3 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2021 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.21% | 0.36% | Q3 2017 | Q3 2023 | 8 |
KPCB XV Associates, LLC | 8 | 8 | 27.40% | 38.16% | 54.29% | Q4 2020 | Q3 2022 | 8 |
NWAM LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2021 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.36% | 0.74% | 1.76% | Q4 2021 | Q3 2023 | 8 |
Hills Bank & Trust Co | 8 | 8 | 0.05% | 0.11% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Alpha Paradigm Partners, LLC | 8 | 8 | 0.08% | 0.33% | 0.67% | Q1 2021 | Q4 2022 | 8 |
CANANDAIGUA NATIONAL CORP | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 7 |
CPWM, LLC | 5 | 2 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 7 |
Maytus Capital Management, LLC | 6 | 1 | 3.05% | 4.30% | 5.57% | Q1 2019 | Q4 2021 | 7 |
Symmetry Partners, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q1 2022 | 7 |
Regency Capital Management Inc.\DE | 6 | 1 | 0.12% | 0.78% | 1.67% | Q1 2021 | Q4 2022 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.10% | 0.94% | 2.56% | Q3 2018 | Q3 2022 | 7 |
VAN ECK ASSOCIATES CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.02% | 0.10% | 0.20% | Q2 2018 | Q3 2020 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Motley Fool Wealth Management, LLC | 7 | 7 | 0.36% | 0.47% | 0.60% | Q1 2022 | Q3 2023 | 7 |
SouthState Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
SFMG, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Matrix Capital Management Company, LP | 7 | 7 | 1.97% | 5.63% | 7.52% | Q1 2021 | Q3 2022 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Cortina Asset Management, LLC | 5 | 2 | 0.01% | 0.17% | 0.31% | Q3 2017 | Q2 2019 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q4 2021 | 7 |
HARVEY CAPITAL MANAGEMENT INC | 4 | 3 | 0.08% | 0.10% | 0.14% | Q4 2016 | Q3 2018 | 7 |
Leelyn Smith, LLC | 6 | 1 | 0.00% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2020 | 7 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.22% | 0.71% | Q1 2020 | Q1 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
COUNTRY TRUST BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 7 |
Facet Wealth, Inc. | 7 | 7 | 0.02% | 0.18% | 0.57% | Q3 2021 | Q1 2023 | 7 |
BKS ADVISORS, LLC | 4 | 3 | 0.08% | 0.28% | 0.58% | Q4 2016 | Q1 2019 | 7 |
Luxor Capital Group, LP | 5 | 2 | 0.03% | 0.06% | 0.13% | Q4 2019 | Q4 2021 | 7 |
UMB Bank, n.a. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 1 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 7 |
VETAMER CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.56% | 1.13% | 2.76% | Q4 2021 | Q1 2023 | 7 |
F3Logic, LLC | 7 | 7 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.22% | 0.59% | Q4 2019 | Q3 2023 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Sonen Capital LLC | 7 | 7 | 0.82% | 0.97% | 1.15% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q4 2020 | 7 |
EP Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q2 2019 | Q4 2021 | 7 |
Redpoint Investment Management Pty Ltd | 7 | 7 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Harbor Spring Capital, LLC | 7 | 7 | 1.98% | 3.59% | 5.37% | Q1 2021 | Q3 2022 | 7 |
Evolutionary Tree Capital Management, LLC | 7 | 7 | 1.74% | 3.40% | 5.06% | Q4 2020 | Q2 2022 | 7 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 1 | 0.03% | 0.58% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Totem Point Management, LLC | 3 | 1 | 0.18% | 4.11% | 7.41% | Q1 2019 | Q2 2023 | 7 |
Cinctive Capital Management LP | 4 | 3 | 0.02% | 0.21% | 0.36% | Q3 2020 | Q2 2022 | 7 |
NuWave Investment Management, LLC | 4 | 3 | 0.00% | 0.64% | 1.23% | Q3 2020 | Q3 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 7 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.17% | 0.30% | Q4 2018 | Q1 2023 | 7 |
B. Metzler seel. Sohn & Co. AG | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.01% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 7 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.22% | 0.40% | 0.50% | Q2 2020 | Q3 2022 | 7 |
Saban Cheryl | 7 | 7 | 7.34% | 19.80% | 28.60% | Q1 2021 | Q3 2022 | 7 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 7 |
Meritech Capital Associates VI L.L.C. | 7 | 7 | 3.56% | 6.15% | 14.08% | Q4 2021 | Q2 2023 | 7 |
Salesforce, Inc. | 7 | 7 | 11.01% | 28.96% | 94.03% | Q4 2017 | Q2 2019 | 7 |
Honeycomb Asset Management LP | 3 | 1 | 0.65% | 1.98% | 2.98% | Q2 2018 | Q3 2021 | 7 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Synergy Financial Group, LTD | 4 | 3 | 0.28% | 0.67% | 1.13% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2021 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 1 | 0.03% | 0.33% | 0.53% | Q1 2021 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.03% | 0.22% | Q3 2018 | Q3 2023 | 7 |
Paradigm Financial Advisors, LLC | 7 | 7 | 0.09% | 0.14% | 0.20% | Q2 2020 | Q4 2021 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.04% | 0.26% | 0.63% | Q2 2020 | Q2 2022 | 7 |
Altimeter Capital Management | 6 | 6 | 0.44% | 0.86% | 1.15% | Q4 2016 | Q1 2018 | 6 |
WHITTIER TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
Oak Grove Capital LLC | 6 | 6 | 0.12% | 1.66% | 3.86% | Q2 2019 | Q3 2020 | 6 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.15% | 0.44% | Q2 2018 | Q2 2022 | 6 |
Ithaka Group | 6 | 6 | 0.91% | 1.71% | 2.66% | Q1 2021 | Q2 2022 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.00% | 0.08% | 0.22% | Q1 2018 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Successful Portfolios LLC | 6 | 6 | 0.13% | 0.18% | 0.21% | Q3 2020 | Q4 2021 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
CROSSLINK CAPITAL INC | 6 | 6 | 1.83% | 3.03% | 4.76% | Q1 2022 | Q2 2023 | 6 |
WHALEROCK POINT PARTNERS, LLC | 6 | 6 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q1 2022 | 6 |
HBK Sorce Advisory LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
WINTON GROUP Ltd | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 6 |
SpiderRock Advisors, LLC | 5 | 1 | 0.01% | 0.39% | 2.21% | Q1 2017 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
BREAKLINE CAPITAL LLC | 3 | 1 | 0.86% | 2.17% | 4.60% | Q4 2018 | Q2 2021 | 6 |
Frank, Rimerman Advisors LLC | 5 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 6 |
Investment Management Corp of Ontario | 6 | 6 | 0.58% | 1.27% | 2.73% | Q1 2022 | Q2 2023 | 6 |
One01 Capital, LP | 6 | 6 | 1.97% | 6.40% | 8.45% | Q4 2020 | Q1 2022 | 6 |
SCOUT INVESTMENTS, INC. | 6 | 6 | 0.08% | 0.49% | 0.99% | Q4 2020 | Q1 2022 | 6 |
Quilter Plc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
BARINGS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.04% | 0.31% | 0.58% | Q4 2017 | Q2 2023 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q2 2022 | 6 |
ClearBridge Investments | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 6 |
Selective Wealth Management, Inc. | 3 | 3 | 2.37% | 2.59% | 2.98% | Q2 2022 | Q4 2023 | 6 |
HighPoint Advisor Group LLC | 6 | 6 | 0.10% | 0.18% | 0.25% | Q2 2020 | Q3 2021 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
APOGEM CAPITAL LLC | 6 | 6 | 0.49% | 1.31% | 2.09% | Q4 2020 | Q1 2022 | 6 |
Quantitative Systematic Strategies LLC | 4 | 2 | 0.05% | 0.22% | 0.37% | Q4 2018 | Q2 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 6 |
DFPG INVESTMENTS, LLC | 6 | 6 | 0.40% | 0.57% | 0.88% | Q3 2019 | Q4 2020 | 6 |
VisionPoint Advisory Group, LLC | 4 | 2 | 0.00% | 0.92% | 1.93% | Q4 2020 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.05% | 0.26% | 0.43% | Q1 2017 | Q4 2019 | 6 |
Alphabet Inc. | 6 | 6 | 0.02% | 1.31% | 7.73% | Q4 2020 | Q1 2022 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Resonate Capital, LLC | 6 | 6 | 1.25% | 2.01% | 3.21% | Q4 2021 | Q1 2023 | 6 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 6 |
Athanor Capital, LP | 3 | 1 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q2 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Research Global Investors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
WEALTH EFFECTS LLC | 6 | 6 | 0.20% | 0.61% | 1.18% | Q4 2021 | Q1 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q1 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Dorsey & Whitney Trust CO LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 6 | 6 | 0.04% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Crossmark Global Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
HM PAYSON & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
INGALLS & SNYDER LLC | 3 | 3 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q1 2022 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 1 | 0.14% | 0.19% | 0.25% | Q4 2020 | Q4 2023 | 6 |
AO Asset Management, LP | 6 | 6 | 1.26% | 2.71% | 3.95% | Q3 2020 | Q4 2021 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.05% | 0.08% | 0.12% | Q3 2019 | Q4 2020 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Realta Investment Advisors | 4 | 1 | 0.05% | 0.13% | 0.21% | Q1 2019 | Q1 2022 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 6 |
RBF Capital, LLC | 4 | 1 | 0.02% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 6 |
BP PLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q2 2021 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.02% | 0.04% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Front Street Capital Management, Inc. | 6 | 6 | 0.16% | 0.40% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.04% | 0.08% | 0.17% | Q2 2020 | Q1 2022 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.01% | 0.45% | 1.88% | Q1 2019 | Q3 2023 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.08% | 0.25% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Malaga Cove Capital, LLC | 4 | 2 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q3 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 6 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q4 2020 | 6 |
Polar Capital Holdings Plc | 6 | 6 | 0.29% | 0.49% | 0.77% | Q4 2020 | Q1 2022 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.14% | 0.59% | Q1 2019 | Q4 2019 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2021 | Q1 2023 | 6 |
WT Wealth Management | 6 | 6 | 0.27% | 0.41% | 0.53% | Q2 2020 | Q3 2021 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2020 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 6 |
Oribel Capital Management, LP | 3 | 1 | 0.14% | 0.56% | 1.57% | Q4 2020 | Q2 2023 | 6 |
WASHINGTON TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
Junson Asset Management (Hong Kong) Ltd | 5 | 1 | 2.13% | 7.05% | 10.04% | Q4 2020 | Q3 2022 | 6 |
Alpha Family Trust | 6 | 6 | 1.45% | 5.24% | 7.59% | Q1 2021 | Q2 2022 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Crow Point Partners, LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q1 2019 | 6 |
Artemis Investment Management LLP | 3 | 1 | 0.00% | 0.31% | 0.82% | Q2 2016 | Q3 2023 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 6 |
HoyleCohen, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 1 | 0.19% | 0.50% | 0.74% | Q4 2020 | Q3 2023 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Atom Investors LP | 3 | 1 | 0.15% | 0.61% | 1.49% | Q4 2018 | Q4 2021 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.04% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 3 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2019 | 5 |
TRUE Private Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.35% | 0.48% | 0.71% | Q4 2020 | Q3 2021 | 5 |
Archon Partners LLC | 5 | 5 | 0.87% | 1.19% | 1.41% | Q4 2018 | Q4 2019 | 5 |
Tuttle Capital Management, LLC | 3 | 1 | 0.13% | 0.53% | 1.19% | Q2 2019 | Q2 2021 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.24% | 0.40% | Q1 2021 | Q1 2022 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 5 |
CX Institutional | 3 | 2 | 0.00% | 0.11% | 0.16% | Q2 2021 | Q3 2022 | 5 |
Lakehouse Capital Pty Ltd | 4 | 1 | 1.83% | 2.93% | 4.03% | Q4 2020 | Q4 2022 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.11% | 0.25% | 0.53% | Q1 2021 | Q3 2022 | 5 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Disciplined Investments, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 5 | 5 | 3.42% | 4.39% | 5.56% | Q4 2020 | Q4 2021 | 5 |
GENEVA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2022 | 5 |
FIRST NATIONAL BANK OF OMAHA | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 5 |
EMERALD ADVISERS, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 5 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 5 | 3.41% | 3.62% | 3.93% | Q4 2020 | Q4 2021 | 5 |
KLK CAPITAL MANAGEMENT LLC | 4 | 1 | 0.89% | 1.24% | 1.54% | Q2 2021 | Q3 2022 | 5 |
Hunt Lane Capital LP | 5 | 5 | 4.24% | 5.79% | 7.36% | Q3 2021 | Q3 2022 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.19% | 0.29% | 0.41% | Q4 2019 | Q3 2023 | 5 |
M Holdings Securities, Inc. | 4 | 1 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2021 | 5 |
Horrell Capital Management, Inc. | 4 | 1 | 0.00% | 0.30% | 0.42% | Q3 2016 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Duquesne Family Office | 5 | 5 | 0.06% | 0.20% | 0.48% | Q1 2019 | Q1 2020 | 5 |
WMS Partners, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Rockbridge Investment Management, LCC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
ACT II MANAGEMENT, LP | 5 | 5 | 0.91% | 2.52% | 3.92% | Q4 2017 | Q4 2018 | 5 |
CASTLEARK MANAGEMENT LLC | 5 | 5 | 0.01% | 0.29% | 0.48% | Q2 2018 | Q2 2019 | 5 |
L & S Advisors Inc | 2 | 1 | 0.04% | 0.29% | 0.77% | Q2 2016 | Q4 2020 | 5 |
EAM Investors, LLC | 5 | 5 | 0.28% | 0.42% | 0.52% | Q1 2018 | Q1 2019 | 5 |
Atika Capital Management LLC | 4 | 1 | 0.38% | 0.57% | 0.86% | Q2 2019 | Q3 2021 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.11% | 0.23% | Q2 2016 | Q3 2019 | 5 |
PAX Financial Group, LLC | 5 | 5 | 0.06% | 0.13% | 0.18% | Q4 2020 | Q4 2021 | 5 |
PointState Capital LP | 4 | 1 | 0.11% | 0.39% | 0.65% | Q1 2019 | Q4 2021 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.13% | 0.21% | Q4 2020 | Q3 2022 | 5 |
Family Management Corp | 5 | 5 | 0.09% | 0.14% | 0.22% | Q1 2021 | Q1 2022 | 5 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.06% | 0.10% | 0.16% | Q2 2022 | Q4 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Emancipation Management LLC | 5 | 5 | 3.57% | 5.24% | 6.07% | Q2 2017 | Q2 2018 | 5 |
Tarbox Family Office, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Plancorp, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.50% | 1.08% | 1.99% | Q4 2021 | Q4 2022 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Halpern Financial, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 0.26% | 0.63% | 1.22% | Q3 2021 | Q3 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Illinois Municipal Retirement Fund | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Meridian Wealth Management, LLC | 3 | 2 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 5 |
IMA Wealth, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 5 |
York Capital Management Global Advisors, LLC | 5 | 5 | 0.12% | 0.41% | 0.92% | Q3 2020 | Q3 2021 | 5 |
GRIFFIN ASSET MANAGEMENT, INC. | 5 | 5 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q2 2020 | 5 |
Tairen Capital Ltd | 3 | 1 | 0.17% | 0.90% | 1.88% | Q1 2019 | Q4 2022 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Verdence Capital Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.06% | 0.07% | 0.10% | Q1 2020 | Q4 2022 | 5 |
Phoenix Wealth Advisors | 4 | 1 | 0.24% | 0.43% | 0.54% | Q4 2020 | Q3 2022 | 5 |
David J Yvars Group | 5 | 5 | 0.17% | 0.22% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Cerebellum GP, LLC | 1 | 1 | 0.03% | 0.15% | 0.28% | Q4 2017 | Q2 2020 | 5 |
Lattice Capital Management, LLC | 4 | 1 | 0.03% | 0.21% | 0.59% | Q4 2021 | Q1 2023 | 5 |
HILLMAN CO | 5 | 5 | 5.96% | 9.05% | 14.60% | Q3 2017 | Q3 2018 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Gotham Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2023 | 5 |
MORGENS WATERFALL VINTIADIS & CO INC | 5 | 5 | 2.58% | 2.95% | 3.32% | Q3 2018 | Q3 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
KCL Capital, L.P. | 3 | 1 | 0.49% | 1.61% | 3.16% | Q4 2020 | Q1 2023 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 5 |
NewSquare Capital LLC | 3 | 2 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Beck Bode, LLC | 3 | 1 | 0.00% | 0.13% | 0.39% | Q3 2020 | Q3 2022 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.27% | 1.28% | Q4 2020 | Q1 2023 | 5 |
Trellus Management Company, LLC | 3 | 1 | 0.34% | 0.46% | 0.75% | Q4 2016 | Q3 2022 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.51% | 0.73% | 0.97% | Q2 2021 | Q2 2022 | 5 |
Oxler Private Wealth LLC | 5 | 5 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q4 2021 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 1 | 0.06% | 0.12% | 0.19% | Q3 2018 | Q4 2020 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.08% | 0.18% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.22% | 0.25% | 0.30% | Q3 2020 | Q4 2021 | 5 |
HBK INVESTMENTS L P | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2021 | 5 |
Point Break Capital Management, LLC | 5 | 5 | 0.06% | 0.15% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Aufman Associates Inc | 5 | 5 | 0.15% | 0.21% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Granite Investment Partners, LLC | 5 | 5 | 0.01% | 0.08% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
FIRST HAWAIIAN BANK | 5 | 5 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2019 | 5 |
Proficio Capital Partners LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2021 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Canton Hathaway, LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 5 |
Gainplan LLC | 2 | 1 | 0.03% | 0.28% | 0.63% | Q3 2019 | Q2 2023 | 4 |
CARDIFF PARK ADVISORS, LLC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q1 2023 | 4 |
Quinn Opportunity Partners LLC | 4 | 4 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.01% | 0.12% | 0.26% | Q1 2018 | Q1 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.13% | 0.19% | Q4 2021 | Q3 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.66% | 2.39% | 4.60% | Q1 2017 | Q1 2023 | 4 |
Cornerstone Capital, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 4 | 4 | 0.53% | 0.68% | 1.02% | Q4 2022 | Q3 2023 | 4 |
PECONIC PARTNERS LLC | 2 | 1 | 0.01% | 0.36% | 0.66% | Q4 2018 | Q2 2023 | 4 |
AXS Investments LLC | 2 | 2 | 0.51% | 0.95% | 1.16% | Q1 2021 | Q1 2022 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Woodline Partners LP | 2 | 1 | 0.00% | 0.05% | 0.18% | Q3 2021 | Q2 2023 | 4 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q4 2019 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.24% | 0.64% | 1.34% | Q1 2019 | Q1 2021 | 4 |
Ergoteles LLC | 3 | 1 | 0.14% | 0.47% | 0.88% | Q4 2020 | Q4 2021 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q4 2019 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.01% | 0.31% | 0.44% | Q4 2016 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.07% | 0.26% | Q2 2021 | Q2 2022 | 4 |
Stonegate Investment Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DELTEC ASSET MANAGEMENT LLC | 3 | 1 | 0.22% | 0.56% | 1.03% | Q3 2019 | Q3 2020 | 4 |
Banco de Sabadell, S.A | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.14% | 0.49% | 0.82% | Q3 2020 | Q2 2021 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
First Command Bank | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Redhawk Wealth Advisors, Inc. | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q3 2019 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Belmont Capital, LLC | 4 | 4 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q4 2022 | 4 |
SRS Investment Management, LLC | 4 | 4 | 0.54% | 1.52% | 2.89% | Q3 2022 | Q2 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SeaTown Holdings Pte. Ltd. | 3 | 1 | 0.30% | 1.43% | 2.74% | Q1 2019 | Q4 2022 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MARK ASSET MANAGEMENT LP | 4 | 4 | 1.20% | 1.67% | 1.97% | Q4 2018 | Q3 2019 | 4 |
Chesapeake Wealth Management | 2 | 1 | 0.07% | 0.11% | 0.20% | Q2 2019 | Q2 2021 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Karani Asset Management LLC | 4 | 4 | 1.50% | 2.28% | 2.94% | Q4 2021 | Q3 2022 | 4 |
ALPHA WINDWARD LLC | 4 | 4 | 0.01% | 0.11% | 0.40% | Q4 2018 | Q3 2019 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Buckley Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
WoodTrust Financial Corp | 3 | 1 | 0.10% | 0.10% | 0.12% | Q1 2022 | Q1 2023 | 4 |
BANK OF HAWAII | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2022 | 4 |
Provenire Capital, LLC | 3 | 1 | 0.41% | 1.08% | 1.82% | Q2 2020 | Q2 2021 | 4 |
G2 Investment Partners Management LLC | 2 | 2 | 0.18% | 1.01% | 1.50% | Q3 2018 | Q1 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.34% | 0.39% | 0.43% | Q3 2020 | Q2 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.04% | 0.27% | 0.76% | Q4 2019 | Q3 2020 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q2 2023 | 4 |
Keel Point, LLC | 2 | 1 | 0.01% | 0.04% | 0.12% | Q1 2019 | Q1 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 4 |
BAIN CAPITAL VENTURE INVESTORS, LLC | 4 | 4 | 16.75% | 23.15% | 28.31% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Red Wave Investments LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q4 2021 | 4 |
Blume Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.14% | 0.18% | 0.25% | Q1 2023 | Q3 2023 | 4 |
PFM Health Sciences, LP | 4 | 4 | 0.36% | 0.82% | 1.74% | Q4 2018 | Q3 2019 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 4 |
Boothe Investment Group, Inc. | 4 | 4 | 1.68% | 2.16% | 3.39% | Q2 2020 | Q1 2021 | 4 |
ADI CAPITAL MANAGEMENT LLC | 4 | 4 | 1.68% | 3.85% | 5.38% | Q1 2019 | Q4 2019 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
FIFTH LANE CAPITAL, LP | 3 | 3 | 0.00% | 0.20% | 0.38% | Q1 2023 | Q3 2023 | 4 |
FLOSSBACH VON STORCH AG | 4 | 4 | 0.01% | 0.67% | 1.11% | Q1 2022 | Q4 2022 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Sandbox Financial Partners, LLC | 4 | 4 | 0.16% | 0.28% | 0.48% | Q2 2021 | Q1 2022 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 3 | 1 | 0.09% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Legion Partners Asset Management, LLC | 4 | 4 | 9.01% | 10.64% | 11.77% | Q4 2022 | Q3 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q1 2023 | 4 |
Ghisallo Capital Management LLC | 4 | 4 | 0.18% | 0.29% | 0.56% | Q1 2021 | Q4 2021 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.19% | 1.07% | 1.80% | Q3 2017 | Q2 2022 | 4 |
RIVERBRIDGE PARTNERS LLC | 4 | 4 | 0.11% | 0.19% | 0.29% | Q4 2021 | Q3 2022 | 4 |
OAKBROOK INVESTMENTS LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2019 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Triatomic Management LP | 2 | 1 | 1.28% | 2.86% | 3.94% | Q4 2021 | Q2 2023 | 4 |
Crow's Nest Holdings LP | 4 | 4 | 4.76% | 5.89% | 6.58% | Q4 2021 | Q3 2022 | 4 |
Bridgefront Capital, LLC | 3 | 1 | 0.17% | 0.28% | 0.38% | Q1 2021 | Q2 2022 | 4 |
WFA Asset Management Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Partner Investment Management, L.P. | 4 | 4 | 0.43% | 1.30% | 2.97% | Q4 2018 | Q3 2019 | 4 |
Absoluto Partners Gestao de Recursos Ltda | 4 | 4 | 0.03% | 0.50% | 1.11% | Q1 2021 | Q4 2021 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.06% | 0.56% | 1.02% | Q2 2018 | Q2 2020 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alta Advisers Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Octahedron Capital Management L.P. | 4 | 4 | 3.79% | 4.86% | 5.61% | Q4 2021 | Q3 2022 | 4 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q3 2022 | 4 |
CARRET ASSET MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q2 2019 | 4 |
Castle Hook Partners LP | 2 | 1 | 0.31% | 1.67% | 2.26% | Q1 2019 | Q1 2021 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2018 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Center Lake Capital Management, LLC | 2 | 2 | 1.73% | 4.45% | 7.17% | Q1 2019 | Q2 2021 | 4 |
MITCHELL CAPITAL MANAGEMENT CO | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Delphia (USA) Inc. | 4 | 4 | 0.32% | 0.40% | 0.54% | Q4 2021 | Q3 2022 | 4 |
DUALITY ADVISERS, LP | 1 | 1 | 0.06% | 0.20% | 0.32% | Q3 2020 | Q1 2023 | 4 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q1 2021 | 4 |
QCM Cayman, Ltd. | 3 | 1 | 0.39% | 0.64% | 0.86% | Q2 2020 | Q3 2021 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.34% | 0.59% | Q3 2016 | Q4 2016 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.19% | 0.36% | Q1 2021 | Q2 2023 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.04% | 0.07% | 0.14% | Q3 2018 | Q2 2021 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q4 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.04% | 0.09% | Q2 2023 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.78% | 0.98% | 1.19% | Q1 2020 | Q4 2020 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.58% | 0.65% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Harvest Capital Strategies LLC | 4 | 4 | 2.69% | 3.01% | 3.70% | Q1 2018 | Q4 2018 | 4 |
Advisor OS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
VALINOR MANAGEMENT, L.P. | 3 | 1 | 0.24% | 2.17% | 3.72% | Q2 2016 | Q4 2019 | 4 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2020 | 4 |
American Trust | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NIGHTVIEW CAPITAL, LLC | 4 | 4 | 0.59% | 1.32% | 1.88% | Q1 2020 | Q4 2020 | 4 |
Cherry Creek Investment Advisors, Inc. | 4 | 4 | 0.15% | 0.29% | 0.45% | Q2 2021 | Q1 2022 | 4 |
Timpani Capital Management LLC | 4 | 4 | 0.53% | 0.87% | 1.22% | Q2 2018 | Q1 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.23% | 0.35% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.21% | Q2 2019 | Q2 2021 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
COWBIRD CAPITAL LP | 4 | 4 | 6.03% | 7.61% | 9.22% | Q1 2019 | Q4 2019 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.41% | 0.51% | 0.79% | Q4 2021 | Q3 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 4 |
EMJ Capital Ltd. | 2 | 1 | 0.68% | 2.99% | 8.23% | Q4 2020 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 4 |
IAM Advisory, LLC | 2 | 2 | 0.24% | 0.38% | 0.50% | Q4 2020 | Q4 2021 | 4 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2021 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2019 | 4 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 4 | 4 | 0.12% | 0.26% | 0.41% | Q1 2020 | Q4 2020 | 4 |
AlpInvest Partners B.V. | 4 | 4 | 0.23% | 0.34% | 0.45% | Q1 2021 | Q4 2021 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q4 2021 | 4 |
CEDAR CAPITAL, LLC | 2 | 1 | 0.27% | 0.53% | 1.14% | Q2 2019 | Q3 2020 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
FORTALEZA ASSET MANAGEMENT INC/ | 3 | 1 | 0.29% | 0.42% | 0.66% | Q1 2017 | Q2 2018 | 4 |
Meristem Family Wealth, LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q1 2022 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q2 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
RJA Asset Management LLC | 4 | 4 | 3.14% | 3.79% | 4.61% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 4 | 4 | 0.70% | 0.76% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
USCA RIA LLC | 2 | 1 | 0.04% | 0.11% | 0.15% | Q1 2019 | Q4 2020 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.13% | 0.18% | Q4 2018 | Q3 2020 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.13% | 0.38% | Q4 2018 | Q4 2019 | 3 |
Fortis Capital Management LLC | 2 | 1 | 0.12% | 0.78% | 1.20% | Q2 2021 | Q1 2022 | 3 |
Lisanti Capital Growth, LLC | 3 | 3 | 0.23% | 0.60% | 1.14% | Q4 2018 | Q2 2019 | 3 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2022 | 3 |
Corton Capital Inc. | 3 | 3 | 0.31% | 0.36% | 0.44% | Q1 2022 | Q3 2022 | 3 |
AIA Investment Management Private Ltd | 2 | 1 | 0.01% | 0.15% | 0.31% | Q3 2019 | Q3 2020 | 3 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.18% | 0.37% | Q2 2016 | Q1 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sovarnum Capital L.P. | 2 | 1 | 0.45% | 0.65% | 1.00% | Q4 2020 | Q3 2021 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Jackson Wealth Management, LLC | 2 | 1 | 0.20% | 0.63% | 1.19% | Q4 2019 | Q2 2021 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 3 |
FNY Managed Accounts LLC | 2 | 1 | 0.01% | 0.32% | 0.68% | Q4 2016 | Q1 2018 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q1 2021 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
GREENLEAF TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Triangle Securities Wealth Management | 3 | 3 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q2 2022 | 3 |
ICONIQ Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.11% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Concorde Asset Management, LLC | 2 | 1 | 0.12% | 0.43% | 0.64% | Q2 2019 | Q2 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Texas Capital Bank Wealth Management Services Inc | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Polianta Ltd | 2 | 1 | 0.52% | 0.54% | 0.58% | Q4 2022 | Q3 2023 | 3 |
Old Well Partners, LLC | 3 | 3 | 0.93% | 1.21% | 1.52% | Q1 2022 | Q3 2022 | 3 |
XN LP | 3 | 3 | 0.20% | 1.69% | 4.69% | Q1 2022 | Q3 2022 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Myriad Asset Management Ltd. | 2 | 1 | 0.57% | 1.07% | 1.47% | Q1 2019 | Q1 2021 | 3 |
LifePro Asset Management | 1 | 1 | 1.38% | 1.94% | 2.37% | Q4 2021 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Teza Capital Management LLC | 1 | 1 | 0.17% | 0.39% | 0.83% | Q1 2020 | Q4 2022 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.19% | 0.29% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.48% | 0.85% | 1.26% | Q1 2022 | Q3 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 3.29% | 7.03% | 10.18% | Q2 2021 | Q3 2021 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.46% | 0.49% | 0.50% | Q1 2023 | Q3 2023 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.72% | 0.78% | 0.88% | Q1 2019 | Q3 2019 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.06% | 0.11% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.09% | 0.14% | 0.20% | Q2 2017 | Q4 2017 | 3 |
Ibex Investors LLC | 3 | 3 | 0.04% | 0.13% | 0.23% | Q2 2018 | Q4 2018 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.03% | 0.14% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Cognios Capital, LLC | 3 | 3 | 0.58% | 0.79% | 0.99% | Q1 2019 | Q3 2019 | 3 |
Nepsis Inc. | 3 | 3 | 2.27% | 2.75% | 3.18% | Q1 2017 | Q3 2017 | 3 |
WASATCH ADVISORS LP | 3 | 3 | 0.07% | 0.10% | 0.11% | Q3 2018 | Q1 2019 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.64% | 0.70% | 0.74% | Q1 2019 | Q3 2019 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.52% | 0.56% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Andar Capital Management HK Ltd | 3 | 3 | 3.59% | 4.97% | 7.26% | Q1 2021 | Q3 2021 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.11% | 0.27% | Q3 2017 | Q4 2021 | 3 |
MACRO Consulting Group | 3 | 3 | 0.24% | 0.28% | 0.34% | Q4 2018 | Q2 2019 | 3 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Mount Yale Investment Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.12% | 0.22% | 0.36% | Q1 2022 | Q3 2022 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
PARK CIRCLE Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Kerrisdale Advisers, LLC | 2 | 1 | 0.26% | 0.89% | 1.83% | Q1 2022 | Q4 2022 | 3 |
PrairieView Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flight Deck Capital, LP | 3 | 3 | 4.94% | 5.67% | 6.24% | Q4 2021 | Q2 2022 | 3 |
Machina Capital S.A.S. | 2 | 1 | 0.00% | 0.06% | 0.13% | Q1 2019 | Q2 2023 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 1.07% | 1.29% | 1.40% | Q1 2019 | Q3 2019 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.01% | 0.08% | 0.20% | Q1 2021 | Q3 2021 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.14% | 0.21% | 0.25% | Q3 2020 | Q1 2021 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Metavasi Capital LP | 1 | 1 | 0.41% | 1.55% | 2.54% | Q4 2021 | Q1 2023 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 1 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q4 2017 | 3 |
AWM CAPITAL, LLC | 3 | 3 | 0.20% | 0.35% | 0.44% | Q3 2021 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Technology Crossover Management IX, Ltd. | 3 | 3 | 23.21% | 28.03% | 31.47% | Q4 2017 | Q2 2018 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Pariax, LLC | 3 | 3 | 0.37% | 0.82% | 1.12% | Q2 2022 | Q4 2022 | 3 |
Siemens Fonds Invest GmbH | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Keenan Capital, LLC | 2 | 1 | 1.36% | 3.08% | 4.46% | Q4 2017 | Q1 2020 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q3 2022 | 3 |
Newbrook Capital Advisors LP | 3 | 3 | 1.38% | 2.26% | 4.00% | Q4 2020 | Q2 2021 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.05% | 0.11% | 0.20% | Q3 2021 | Q3 2022 | 3 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q2 2018 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TELEMUS CAPITAL, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q1 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.24% | 0.30% | 0.42% | Q4 2020 | Q3 2021 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
McGuire Investment Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.25% | 0.49% | 0.80% | Q2 2020 | Q1 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.09% | 0.14% | 0.23% | Q2 2020 | Q4 2020 | 3 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.34% | 0.57% | Q2 2019 | Q3 2020 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
SAPPHIRE VENTURES, L.L.C. | 2 | 1 | 0.02% | 3.47% | 7.17% | Q4 2020 | Q4 2021 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q4 2018 | 3 |
Regis Management CO LLC | 3 | 3 | 0.16% | 0.19% | 0.24% | Q3 2018 | Q1 2019 | 3 |
Sapience Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.32% | 0.33% | 0.36% | Q4 2020 | Q2 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2020 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 3 |
Deer VIII & Co. Ltd. | 3 | 3 | 16.92% | 46.73% | 100.00% | Q1 2019 | Q3 2019 | 3 |
TIGER MANAGEMENT L.L.C. | 2 | 1 | 0.45% | 0.50% | 0.52% | Q2 2018 | Q4 2021 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 2.57% | 3.25% | 3.92% | Q1 2023 | Q3 2023 | 3 |
Strategy Capital | 3 | 3 | 9.24% | 10.29% | 11.26% | Q1 2019 | Q3 2019 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Force Hill Capital Management LP | 3 | 3 | 3.38% | 3.81% | 4.28% | Q4 2020 | Q2 2021 | 3 |
Elk Creek Partners, LLC | 3 | 3 | 0.56% | 0.77% | 0.98% | Q3 2017 | Q1 2018 | 3 |
Contour Asset Management LLC | 2 | 1 | 1.47% | 3.75% | 6.47% | Q4 2022 | Q3 2023 | 3 |
Bell Bank | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Qtron Investments LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.44% | 2.25% | 5.50% | Q3 2018 | Q3 2019 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.15% | 0.22% | 0.28% | Q3 2021 | Q1 2022 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Benin Management CORP | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Meiji Yasuda Life Insurance Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.15% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.04% | 0.08% | 0.10% | Q3 2018 | Q3 2020 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 0.04% | 1.26% | 2.01% | Q3 2020 | Q1 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 3 |
Concentric Capital Strategies, LP | 1 | 1 | 0.06% | 0.42% | 0.84% | Q2 2022 | Q3 2023 | 3 |
Must Asset Management Inc. | 3 | 3 | 0.63% | 0.76% | 0.93% | Q1 2022 | Q3 2022 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
CYPRESS FUNDS LLC | 2 | 2 | 3.69% | 4.31% | 4.94% | Q1 2019 | Q2 2019 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 1.41% | 1.42% | 1.43% | Q4 2020 | Q1 2021 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.40% | 0.41% | 0.42% | Q4 2019 | Q2 2020 | 2 |
Catamount Wealth Management | 2 | 2 | 2.03% | 2.30% | 2.57% | Q4 2018 | Q1 2019 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.15% | 0.28% | 0.40% | Q4 2021 | Q1 2022 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 2 |
New England Research & Management, Inc. | 1 | 1 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q3 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q1 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2020 | Q2 2022 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
Founders Fund II Management, LLC | 2 | 2 | 45.77% | 72.36% | 98.96% | Q4 2016 | Q1 2017 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.85% | 2.31% | 2.78% | Q2 2021 | Q3 2021 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.38% | 0.61% | 0.84% | Q1 2019 | Q2 2019 | 2 |
Mason & Associates Inc | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Stockbridge Partners LLC | 2 | 2 | 0.97% | 1.04% | 1.11% | Q4 2021 | Q1 2022 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.86% | 1.00% | 1.13% | Q4 2019 | Q1 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.44% | 0.60% | 0.76% | Q2 2020 | Q3 2020 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.51% | 0.58% | 0.64% | Q1 2019 | Q2 2019 | 2 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 2 | 2.44% | 2.54% | 2.63% | Q2 2017 | Q3 2017 | 2 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q1 2022 | 2 |
UNTITLED INVESTMENTS LP | 1 | 1 | 2.60% | 4.17% | 5.74% | Q4 2020 | Q4 2021 | 2 |
CARL DOMINO INC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2017 | Q3 2017 | 2 |
Think Investments LP | 2 | 2 | 1.25% | 1.79% | 2.34% | Q1 2022 | Q2 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MENTA CAPITAL LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Trustees of Columbia University in the City of New York | 2 | 2 | 0.57% | 0.89% | 1.22% | Q4 2020 | Q1 2021 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
JABODON PT CO | 2 | 2 | 1.09% | 1.46% | 1.83% | Q4 2021 | Q1 2022 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.08% | 0.18% | 0.29% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
LGT Group Foundation | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.22% | 0.38% | 0.54% | Q4 2021 | Q1 2022 | 2 |
Nicollet Investment Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Private Wealth Partners, LLC | 1 | 1 | 0.15% | 0.17% | 0.20% | Q1 2020 | Q4 2020 | 2 |
Invictus RG | 2 | 2 | 0.23% | 0.43% | 0.64% | Q2 2018 | Q3 2018 | 2 |
Covea Finance | 2 | 2 | 0.28% | 0.32% | 0.36% | Q4 2021 | Q1 2022 | 2 |
B. Riley Asset Management, LLC | 2 | 2 | 1.42% | 1.56% | 1.69% | Q2 2022 | Q3 2022 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 0.26% | 0.47% | 0.68% | Q4 2020 | Q4 2021 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.09% | 0.47% | 0.85% | Q4 2020 | Q3 2021 | 2 |
Integrated Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
MOODY ALDRICH PARTNERS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q1 2019 | Q3 2019 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q4 2020 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 1.06% | 1.08% | 1.11% | Q1 2021 | Q2 2022 | 2 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 2 |
Carmignac Gestion | 2 | 2 | 0.18% | 0.39% | 0.59% | Q2 2021 | Q3 2021 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 2.84% | 2.93% | 3.01% | Q1 2019 | Q2 2019 | 2 |
Skye Global Management LP | 2 | 2 | 0.18% | 0.24% | 0.31% | Q4 2018 | Q1 2019 | 2 |
Lucha Capital Management, LP | 2 | 2 | 0.92% | 2.11% | 3.30% | Q2 2019 | Q3 2019 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.13% | 0.25% | 0.37% | Q4 2018 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NZS Capital, LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q2 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2017 | Q1 2018 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2020 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q2 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AJO, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.28% | 0.50% | 0.73% | Q2 2020 | Q4 2020 | 2 |
AM Squared Ltd | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.05% | 0.15% | 0.25% | Q3 2021 | Q1 2022 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.41% | 0.56% | 0.71% | Q1 2022 | Q2 2022 | 2 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.02% | 0.39% | 0.77% | Q2 2020 | Q2 2020 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Capital International Investors | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.50% | 0.70% | 0.91% | Q4 2021 | Q1 2022 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Calixto Global Investors, LP | 2 | 2 | 6.53% | 8.28% | 10.03% | Q2 2021 | Q3 2021 | 2 |
HMI Capital Management, L.P. | 2 | 2 | 3.52% | 3.93% | 4.34% | Q2 2022 | Q3 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.82% | 0.94% | 1.05% | Q4 2020 | Q1 2021 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.36% | 0.95% | 1.54% | Q2 2020 | Q4 2020 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
FORA Capital, LLC | 1 | 1 | 0.14% | 0.40% | 0.66% | Q2 2020 | Q2 2022 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Insight Holdings Group, LLC | 2 | 2 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 1.14% | 1.67% | 2.20% | Q4 2021 | Q1 2022 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Oder Investment Management, LLC | 1 | 1 | 0.13% | 0.52% | 0.92% | Q4 2020 | Q4 2021 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ETF MANAGERS GROUP, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
BBT Capital Management, LLC | 2 | 2 | 1.47% | 1.69% | 1.90% | Q2 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ashe Capital Management, LP | 2 | 2 | 3.08% | 4.52% | 5.96% | Q4 2019 | Q1 2020 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Corvex Management LP | 2 | 2 | 0.29% | 0.82% | 1.35% | Q3 2019 | Q4 2019 | 2 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.71% | 0.83% | 0.95% | Q2 2021 | Q3 2021 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.25% | 0.28% | 0.30% | Q4 2018 | Q1 2019 | 2 |
AMAZON COM INC | 2 | 2 | 2.42% | 3.03% | 3.64% | Q2 2023 | Q3 2023 | 2 |
BlackRock Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.62% | 0.71% | 0.80% | Q1 2021 | Q2 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.22% | 0.43% | 0.64% | Q1 2019 | Q2 2019 | 2 |
Long Focus Capital Management, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2022 | Q3 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q1 2021 | 2 |
black-and-white Capital LP | 2 | 2 | 1.30% | 2.10% | 2.90% | Q1 2021 | Q2 2021 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
PRIMECAP MANAGEMENT CO/CA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.21% | 0.27% | 0.33% | Q4 2016 | Q1 2017 | 2 |
Hidden Lake Asset Management LP | 1 | 1 | 1.40% | 1.58% | 1.76% | Q3 2021 | Q3 2022 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
COWEN INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.24% | 0.54% | 0.84% | Q2 2020 | Q1 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Spyglass Capital Management LLC | 2 | 2 | 2.15% | 2.26% | 2.38% | Q4 2018 | Q1 2019 | 2 |
Morse Asset Management, Inc | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2020 | Q1 2021 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.22% | 0.25% | 0.29% | Q3 2019 | Q4 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
EMS Capital LP | 2 | 2 | 4.82% | 5.50% | 6.18% | Q2 2021 | Q3 2021 | 2 |
Nishkama Capital, LLC | 1 | 1 | 0.26% | 3.18% | 6.10% | Q2 2021 | Q3 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 0.83% | 1.07% | 1.31% | Q2 2020 | Q4 2020 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q1 2021 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
BFSG, LLC | 1 | 1 | 0.12% | 0.25% | 0.37% | Q4 2019 | Q1 2021 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.28% | 0.67% | 1.05% | Q3 2016 | Q4 2016 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Solel Partners LP | 2 | 2 | 3.09% | 3.32% | 3.55% | Q2 2023 | Q3 2023 | 2 |
D1 Capital Partners L.P. | 2 | 2 | 1.38% | 1.62% | 1.86% | Q2 2019 | Q3 2019 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.30% | 0.39% | 0.48% | Q4 2020 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.29% | 0.44% | 0.58% | Q1 2023 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Westwind Capital | 2 | 2 | 1.10% | 1.11% | 1.12% | Q2 2021 | Q3 2021 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q2 2019 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.02% | 0.18% | 0.35% | Q3 2022 | Q3 2022 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Crestline Management, LP | 1 | 1 | 0.20% | 0.23% | 0.26% | Q1 2020 | Q1 2022 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q1 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q1 2019 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Axiom Advisory, LLC | 2 | 2 | 0.25% | 0.32% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Versor Investments LP | 2 | 2 | 0.03% | 0.08% | 0.13% | Q4 2022 | Q1 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Sarasin & Partners LLP | 2 | 2 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Accel Growth Fund V Associates L.L.C. | 1 | 1 | 0.34% | 50.17% | 100.00% | Q4 2020 | Q4 2021 | 2 |
Alpha Square Group S LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2022 | 2 |
PARNASSUS INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2019 | Q3 2019 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Knollwood Investment Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2016 | Q3 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2018 | Q1 2018 | 1 |
Optima Fund Management LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2019 | Q1 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Par Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Sanoor Capital Management LP | 1 | 1 | 7.19% | 7.19% | 7.19% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DEPRINCE RACE & ZOLLO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Miura Global Management | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2019 | Q2 2019 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2016 | Q4 2016 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
North Peak Capital Management, LLC | 1 | 1 | 12.80% | 12.80% | 12.80% | Q1 2019 | Q1 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2023 | Q1 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2020 | Q4 2020 | 1 |
One River Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q3 2019 | Q3 2019 | 1 |
PHYSICIANS FINANCIAL SERVICES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
HWG Holdings LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Nellore Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Thrax Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
Raging Capital Management, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q4 2017 | Q4 2017 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2020 | Q1 2020 | 1 |
Greycroft LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SPRINGS CAPITAL (HONG KONG) Ltd | 1 | 1 | 2.93% | 2.93% | 2.93% | Q4 2021 | Q4 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
XN Exponent Advisors LLC | 1 | 1 | 6.17% | 6.17% | 6.17% | Q3 2021 | Q3 2021 | 1 |
Pegasus Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2016 | Q3 2016 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2020 | Q4 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2019 | Q2 2019 | 1 |
Sheets Smith Investment Management | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
ArchPoint Investors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CastleKnight Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Capital World Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
VELA Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
William Marsh Rice University | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2021 | Q1 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2019 | Q1 2019 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Apoletto Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Newfound Research LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Saber Capital Managment, LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2021 | Q4 2021 | 1 |
Bluegrass Capital Partners LP | 1 | 1 | 3.87% | 3.87% | 3.87% | Q3 2021 | Q3 2021 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2023 | Q1 2023 | 1 |
Leap Investments LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Monument Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Tenzing Global Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2016 | Q4 2016 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
AMS Capital Ltda | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2021 | Q4 2021 | 1 |
Voss Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HGI Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 4.70% | 4.70% | 4.70% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2019 | Q1 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2019 | Q1 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Invesco Private Capital | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2016 | Q4 2016 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
No Street GP LP | 1 | 1 | 3.85% | 3.85% | 3.85% | Q3 2023 | Q3 2023 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Aequim Alternative Investments LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMF Tjanstepension AB | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q2 2020 | Q2 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Lyon Street Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
J.P. Marvel Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Insight Folios Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Islet Management, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2019 | Q2 2019 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2019 | Q2 2019 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2019 | Q3 2019 | 1 |
Abdiel Capital Advisors | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2020 | Q1 2020 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
APPLETON GROUP, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Founders Circle Capital LLC | 1 | 1 | 12.58% | 12.58% | 12.58% | Q4 2020 | Q4 2020 | 1 |
Juniper Hill Capital Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Capital International Sarl | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CenterBook Partners LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 9.26% | 9.26% | 9.26% | Q4 2020 | Q4 2020 | 1 |
Governors Lane LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Garelick Capital Partners, LP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2018 | Q4 2018 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2016 | Q3 2016 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 4.10% | 4.10% | 4.10% | Q3 2019 | Q3 2019 | 1 |
First Dallas Securities Inc. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2019 | Q1 2019 | 1 |
Herald Investment Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2016 | Q4 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2023 | Q1 2023 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
Advisory Resource Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Union Square GP 2008, L.L.C. | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2016 | Q4 2016 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trivest Advisors Ltd | 1 | 1 | 7.66% | 7.66% | 7.66% | Q2 2021 | Q2 2021 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Mass Ave Global Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2021 | Q2 2021 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2020 | Q4 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Third Point | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 2.95% | 2.95% | 2.95% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2019 | Q2 2019 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2017 | Q3 2017 | 1 |
Soros Fund Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2022 | Q1 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
DOCKYARD CAPITAL MANAGEMENT LP | 1 | 1 | 4.78% | 4.78% | 4.78% | Q4 2021 | Q4 2021 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Palestra Capital Management LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2021 | Q2 2021 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PALO ALTO WEALTH ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
YALE UNIVERSITY | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2020 | Q4 2020 | 1 |
Wahed Invest LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DUMAC, INC. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2020 | Q4 2020 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Financial Guidance Group, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Vanderbilt University | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2022 | Q3 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2023 | Q1 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Lone Pine Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2016 | Q4 2016 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own TWILIO INC or have owned TWILIO INC in the past.