Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 54 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 54 |
Citadel Advisors | 18 | 18 | 0.00% | 0.06% | 0.24% | Q2 2019 | Q3 2023 | 54 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.06% | 0.94% | Q2 2019 | Q3 2023 | 54 |
Cutler Group LLC / CA | 18 | 18 | 0.01% | 0.17% | 0.61% | Q2 2019 | Q3 2023 | 53 |
UBS Group AG | 18 | 18 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 53 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 51 |
Parallax Volatility Advisers, L.P. | 18 | 18 | 0.00% | 0.10% | 0.45% | Q2 2019 | Q3 2023 | 51 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 51 |
Walleye Trading LLC | 18 | 18 | 0.02% | 0.16% | 0.42% | Q2 2019 | Q3 2023 | 50 |
D. E. Shaw & Co., Inc. | 18 | 18 | 0.00% | 0.13% | 0.53% | Q2 2019 | Q3 2023 | 49 |
TWO SIGMA SECURITIES, LLC | 16 | 1 | 0.00% | 0.06% | 0.32% | Q2 2019 | Q3 2023 | 47 |
PEAK6 Investments LLC | 18 | 18 | 0.00% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 46 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.04% | 0.26% | Q2 2019 | Q3 2023 | 45 |
MILLENNIUM MANAGEMENT LLC | 17 | 17 | 0.00% | 0.05% | 0.20% | Q3 2019 | Q3 2023 | 44 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 4 | 0.00% | 0.05% | 0.27% | Q2 2019 | Q3 2023 | 41 |
NOMURA HOLDINGS INC | 17 | 17 | 0.00% | 0.05% | 0.47% | Q3 2019 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 39 |
Mizuho Markets Cayman LP | 13 | 2 | 0.00% | 0.85% | 5.48% | Q4 2019 | Q3 2023 | 38 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 37 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.17% | 0.59% | Q3 2019 | Q3 2023 | 35 |
Squarepoint Ops LLC | 12 | 4 | 0.00% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 34 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.07% | Q1 2019 | Q3 2023 | 33 |
Caption Management, LLC | 14 | 14 | 0.00% | 0.12% | 0.46% | Q2 2020 | Q3 2023 | 32 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.04% | 0.24% | Q2 2019 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q3 2023 | 30 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 12 | 0.02% | 0.12% | 0.36% | Q4 2020 | Q3 2023 | 30 |
BALYASNY ASSET MANAGEMENT L.P. | 17 | 17 | 0.00% | 0.11% | 0.46% | Q3 2019 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 29 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 18 | 18 | 0.01% | 0.08% | 0.22% | Q2 2019 | Q3 2023 | 29 |
CAAS CAPITAL MANAGEMENT LP | 9 | 1 | 0.00% | 0.23% | 1.34% | Q1 2020 | Q3 2023 | 28 |
Creative Planning | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 28 |
SYMMETRY PEAK MANAGEMENT LLC | 14 | 1 | 0.01% | 4.39% | 35.55% | Q2 2019 | Q3 2023 | 28 |
PRELUDE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.12% | 0.33% | Q2 2019 | Q3 2023 | 28 |
SOMA EQUITY PARTNERS LP | 16 | 1 | 1.08% | 6.85% | 11.71% | Q2 2019 | Q3 2023 | 28 |
J. Goldman & Co LP | 16 | 1 | 0.02% | 0.54% | 1.65% | Q2 2019 | Q3 2023 | 28 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.11% | 0.36% | Q4 2019 | Q3 2022 | 26 |
Point72 Asset Management, L.P. | 9 | 2 | 0.00% | 0.48% | 2.18% | Q2 2019 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 8 | 2 | 0.00% | 0.05% | 0.48% | Q1 2020 | Q3 2023 | 26 |
Valiant Capital Management, L.P. | 18 | 18 | 0.38% | 5.83% | 15.85% | Q2 2019 | Q3 2023 | 26 |
Ulysses Management LLC | 16 | 16 | 0.40% | 3.45% | 6.86% | Q4 2019 | Q3 2023 | 25 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.15% | 0.68% | Q2 2019 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 24 |
SG3 Management, LLC | 11 | 11 | 0.01% | 0.13% | 1.18% | Q3 2019 | Q1 2022 | 24 |
Paloma Partners Management Co | 7 | 3 | 0.00% | 0.08% | 0.26% | Q4 2019 | Q2 2023 | 24 |
Twin Tree Management, LP | 12 | 1 | 0.01% | 0.06% | 0.26% | Q2 2020 | Q3 2023 | 24 |
CONTINENTAL ADVISORS LLC | 16 | 16 | 0.50% | 2.53% | 6.12% | Q4 2019 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 16 | 16 | 0.00% | 0.12% | 0.55% | Q4 2019 | Q3 2023 | 23 |
XR Securities LLC | 14 | 1 | 0.00% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 23 |
Centiva Capital, LP | 10 | 1 | 0.01% | 0.05% | 0.38% | Q2 2020 | Q1 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 22 |
Marathon Partners Equity Management, LLC | 16 | 16 | 0.67% | 11.97% | 28.06% | Q4 2019 | Q3 2023 | 22 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.00% | 0.11% | 0.34% | Q2 2019 | Q3 2023 | 21 |
TREMBLANT CAPITAL GROUP | 13 | 1 | 0.14% | 2.76% | 5.84% | Q1 2020 | Q3 2023 | 20 |
Invesco Ltd. | 18 | 18 | 0.00% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 20 |
Altimeter Capital Management | 18 | 18 | 0.04% | 10.38% | 26.10% | Q2 2019 | Q3 2023 | 20 |
Walleye Capital LLC | 12 | 1 | 0.01% | 0.07% | 0.20% | Q3 2019 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 20 |
Burleson & Company, LLC | 15 | 15 | 0.00% | 1.92% | 4.60% | Q2 2019 | Q4 2022 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 1.17% | 3.09% | 8.10% | Q1 2020 | Q3 2023 | 20 |
HBK INVESTMENTS L P | 7 | 1 | 0.01% | 0.06% | 0.24% | Q4 2019 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 18 | 18 | 0.00% | 0.06% | 0.43% | Q2 2019 | Q3 2023 | 19 |
Avestar Capital, LLC | 12 | 1 | 0.02% | 0.14% | 0.40% | Q2 2019 | Q3 2023 | 19 |
FNY Investment Advisers, LLC | 7 | 3 | 0.00% | 0.17% | 0.85% | Q2 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.00% | 0.08% | 0.37% | Q1 2020 | Q3 2023 | 19 |
WS MANAGEMENT LLLP | 10 | 3 | 0.08% | 0.71% | 1.50% | Q1 2020 | Q2 2023 | 19 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.01% | 0.07% | 0.27% | Q2 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.10% | 0.21% | Q2 2019 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 11 | 6 | 0.02% | 0.16% | 0.66% | Q2 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.09% | 0.33% | Q3 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.09% | 0.39% | Q2 2020 | Q3 2023 | 19 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 19 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q4 2022 | 19 |
CREDIT AGRICOLE S A | 16 | 16 | 0.00% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 19 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.01% | 0.07% | 0.14% | Q2 2019 | Q4 2023 | 19 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.02% | 0.14% | 0.28% | Q2 2019 | Q3 2023 | 18 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 18 | 18 | 1.05% | 2.45% | 3.40% | Q2 2019 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 18 | 18 | 0.00% | 0.01% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NewEdge Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Argent Trust Co | 18 | 18 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 18 | 0.04% | 0.14% | 0.26% | Q2 2019 | Q3 2023 | 18 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 11 | 1 | 0.46% | 1.94% | 4.15% | Q2 2019 | Q4 2022 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Utah Retirement Systems | 18 | 18 | 0.02% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.30% | 0.52% | 0.79% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.02% | 0.14% | 0.25% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.04% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.01% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 18 |
SCOTIA CAPITAL INC. | 18 | 18 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Brookstone Capital Management | 18 | 18 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Polar Asset Management Partners Inc. | 9 | 1 | 0.10% | 0.27% | 0.77% | Q1 2020 | Q3 2023 | 18 |
MAVERICK CAPITAL LTD | 18 | 18 | 0.06% | 1.33% | 2.69% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.02% | 0.11% | 0.21% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.04% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
STRS OHIO | 18 | 18 | 0.01% | 0.19% | 0.38% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.01% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.02% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.01% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.04% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 18 | 0.00% | 0.13% | 0.32% | Q2 2019 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 18 | 18 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.02% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.01% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.05% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 18 | 18 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
WESTPAC BANKING CORP | 18 | 18 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 18 | 18 | 0.01% | 0.16% | 0.41% | Q2 2019 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 18 | 18 | 0.09% | 1.14% | 1.86% | Q2 2019 | Q3 2023 | 18 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 12 | 12 | 0.12% | 4.07% | 9.28% | Q4 2020 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Robeco Institutional Asset Management B.V. | 18 | 18 | 0.01% | 0.16% | 0.42% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.02% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.02% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.01% | 0.12% | 0.36% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.02% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.09% | 0.30% | 0.52% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.13% | 0.45% | Q2 2019 | Q3 2023 | 18 |
FIRST FOUNDATION ADVISORS | 18 | 18 | 0.13% | 0.70% | 1.22% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Saba Capital Management, L.P. | 10 | 10 | 0.01% | 1.49% | 6.68% | Q3 2019 | Q4 2021 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.01% | 0.16% | 0.46% | Q2 2019 | Q3 2023 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 18 | 18 | 0.05% | 0.16% | 0.51% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Motley Fool Asset Management LLC | 18 | 18 | 0.09% | 0.14% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.05% | 0.10% | 0.19% | Q3 2019 | Q4 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.18% | 0.60% | 1.03% | Q2 2019 | Q3 2023 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 18 | 18 | 0.11% | 0.45% | 0.73% | Q2 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Global Wealth Management Investment Advisory, Inc. | 18 | 18 | 0.01% | 0.21% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Mizuho Securities Co. Ltd. | 18 | 18 | 0.01% | 1.47% | 8.08% | Q2 2019 | Q3 2023 | 18 |
PUBLIC INVESTMENT FUND | 18 | 18 | 3.62% | 24.02% | 99.25% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Artemis Wealth Advisors, LLC | 18 | 18 | 0.03% | 0.14% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.16% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.02% | 0.15% | 0.22% | Q2 2019 | Q3 2023 | 18 |
KBC Group NV | 18 | 18 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.01% | 0.06% | 0.20% | Q2 2019 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 18 | 18 | 0.09% | 0.37% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.10% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Coatue Management | 18 | 18 | 0.38% | 2.23% | 5.12% | Q2 2019 | Q3 2023 | 18 |
MILLER VALUE PARTNERS, LLC | 11 | 11 | 0.09% | 2.57% | 8.12% | Q3 2020 | Q1 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 18 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.00% | 0.11% | 0.39% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.01% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.01% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Financial Advocates Investment Management | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TIGER GLOBAL MANAGEMENT LLC | 18 | 18 | 0.11% | 1.58% | 3.62% | Q2 2019 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.02% | 0.11% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.01% | 0.04% | 0.18% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NVWM, LLC | 18 | 18 | 0.00% | 0.11% | 0.47% | Q2 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 18 | 18 | 0.02% | 0.25% | 0.44% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Harbor Advisors LLC | 18 | 18 | 0.05% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.02% | 0.12% | 0.28% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Capital World Investors | 18 | 18 | 0.06% | 0.18% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.07% | 0.21% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 16 | 1 | 0.03% | 0.37% | 0.88% | Q2 2019 | Q3 2023 | 17 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 12 | 3 | 0.13% | 0.87% | 1.81% | Q4 2019 | Q3 2023 | 17 |
Paradigm Financial Advisors, LLC | 11 | 11 | 0.02% | 0.25% | 0.60% | Q2 2019 | Q4 2021 | 17 |
FIRST TRUST ADVISORS LP | 17 | 17 | 0.03% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 2 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 17 |
AlphaMark Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
GATEWAY INVESTMENT ADVISERS LLC | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Atria Investments, Inc | 12 | 5 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 16 | 0.00% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 17 |
WP Advisors, LLC | 12 | 5 | 0.09% | 0.35% | 0.64% | Q2 2019 | Q3 2023 | 17 |
FORMULA GROWTH LTD | 17 | 17 | 0.22% | 1.08% | 4.05% | Q3 2019 | Q3 2023 | 17 |
RIVER GLOBAL INVESTORS LLP | 17 | 17 | 0.13% | 0.42% | 0.64% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.13% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 17 | 17 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 17 |
GILDER GAGNON HOWE & CO LLC | 16 | 1 | 0.01% | 0.11% | 1.18% | Q2 2019 | Q3 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
United Asset Strategies, Inc. | 9 | 2 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2023 | 17 |
Dragoneer Investment Group | 17 | 17 | 5.15% | 13.43% | 39.28% | Q2 2019 | Q2 2023 | 17 |
Lee Financial Co | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Versant Capital Management, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 17 |
SG Americas Securities, LLC | 10 | 7 | 0.01% | 0.05% | 0.44% | Q2 2019 | Q3 2023 | 17 |
Tenzing Global Management, LLC | 17 | 17 | 2.35% | 14.28% | 26.16% | Q3 2019 | Q3 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
WMS Partners, LLC | 9 | 7 | 0.16% | 0.47% | 1.11% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 17 |
Ausdal Financial Partners, Inc. | 16 | 16 | 0.00% | 0.20% | 0.99% | Q4 2019 | Q3 2023 | 17 |
CENTRAL TRUST Co | 9 | 8 | 0.00% | 0.00% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
WASHINGTON TRUST Co | 17 | 17 | 0.28% | 0.50% | 0.79% | Q3 2019 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Fort Point Capital Partners LLC | 15 | 15 | 0.22% | 3.03% | 5.93% | Q4 2019 | Q2 2023 | 17 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.08% | 1.18% | Q4 2019 | Q3 2023 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Southpoint Capital Advisors LP | 14 | 3 | 0.86% | 4.35% | 6.40% | Q2 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 17 |
Legacy Advisors, LLC | 16 | 1 | 0.02% | 2.05% | 4.36% | Q2 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.48% | 1.16% | Q3 2019 | Q3 2023 | 17 |
Mengis Capital Management, Inc. | 17 | 17 | 0.10% | 0.27% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Prospera Financial Services Inc | 16 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 15 | 1 | 0.04% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 16 |
COMERICA BANK | 15 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Capital International, Inc./CA/ | 15 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q4 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PRIVATE ASSET MANAGEMENT INC | 16 | 16 | 0.24% | 0.54% | 0.82% | Q4 2019 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
WASHINGTON TRUST BANK | 16 | 16 | 0.04% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.01% | 0.52% | 0.97% | Q4 2019 | Q4 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.07% | 0.18% | Q3 2019 | Q3 2023 | 16 |
CARRET ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CIGNA INVESTMENTS INC /NEW | 16 | 16 | 0.04% | 0.08% | 0.22% | Q4 2019 | Q3 2023 | 16 |
M&T BANK CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FRED ALGER MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.26% | 0.64% | Q4 2019 | Q3 2023 | 16 |
FIL Ltd | 16 | 16 | 0.00% | 0.25% | 0.50% | Q4 2019 | Q3 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 16 | 16 | 0.06% | 0.38% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Tao Capital Management LP | 16 | 16 | 14.78% | 30.65% | 58.64% | Q4 2019 | Q3 2023 | 16 |
QP WEALTH MANAGEMENT, LLC | 16 | 16 | 0.69% | 2.67% | 4.21% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.52% | 0.86% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Weaver Consulting Group | 8 | 1 | 0.01% | 0.12% | 0.29% | Q1 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.08% | 0.21% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Joseph P. Lucia & Associates, LLC | 13 | 3 | 0.00% | 0.22% | 0.36% | Q2 2019 | Q3 2023 | 16 |
EMINENCE CAPITAL, LP | 16 | 16 | 0.79% | 2.27% | 4.42% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Bain Capital Public Equity Management II, LLC | 16 | 16 | 0.56% | 1.15% | 1.93% | Q2 2019 | Q1 2023 | 16 |
Semmax Financial Advisors Inc. | 15 | 1 | 0.01% | 0.19% | 0.38% | Q2 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.17% | Q2 2020 | Q3 2023 | 16 |
EAGLE GLOBAL ADVISORS LLC | 16 | 16 | 0.22% | 0.47% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Foundations Investment Advisors, LLC | 14 | 2 | 0.01% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 16 |
RBF Capital, LLC | 16 | 16 | 0.09% | 0.50% | 0.86% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 16 |
Front Row Advisors LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 16 | 16 | 0.00% | 0.23% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Independent Advisor Alliance | 15 | 15 | 0.00% | 0.10% | 0.45% | Q1 2020 | Q3 2023 | 16 |
Douglas Lane & Associates, LLC | 16 | 16 | 0.02% | 0.63% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Bristlecone Advisors, LLC | 16 | 16 | 0.25% | 0.56% | 0.90% | Q4 2019 | Q3 2023 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.60% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 12 | 1 | 0.00% | 0.31% | 0.87% | Q2 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Man Group plc | 15 | 1 | 0.00% | 0.14% | 0.28% | Q3 2019 | Q3 2023 | 16 |
CLEAR INVESTMENT RESEARCH, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NISA INVESTMENT ADVISORS, LLC | 15 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 14 | 2 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Trellus Management Company, LLC | 16 | 16 | 0.27% | 0.47% | 0.78% | Q4 2019 | Q3 2023 | 16 |
IPG Investment Advisors LLC | 16 | 16 | 0.13% | 0.42% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Private Ocean, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 16 |
Sequoia Financial Advisors, LLC | 14 | 1 | 0.00% | 0.13% | 0.33% | Q2 2019 | Q3 2023 | 16 |
Calamos Advisors LLC | 14 | 14 | 0.00% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 16 |
Interval Partners, LP | 9 | 1 | 0.03% | 0.32% | 1.84% | Q3 2019 | Q4 2022 | 16 |
GROUP ONE TRADING, L.P. | 10 | 6 | 0.00% | 0.06% | 0.23% | Q3 2019 | Q3 2023 | 16 |
Blume Capital Management, Inc. | 16 | 16 | 0.00% | 0.79% | 2.36% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
APG Asset Management N.V. | 16 | 16 | 0.00% | 0.08% | 0.21% | Q4 2019 | Q3 2023 | 16 |
HAMILTON LANE ADVISORS LLC | 16 | 16 | 0.84% | 5.17% | 19.43% | Q4 2019 | Q3 2023 | 16 |
ICONIQ Capital, LLC | 16 | 16 | 0.00% | 6.47% | 45.70% | Q2 2019 | Q1 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 16 | 16 | 0.02% | 0.17% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Cerity Partners LLC | 16 | 16 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Rathbones Group PLC | 16 | 16 | 0.01% | 0.30% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.82% | 2.09% | Q2 2019 | Q3 2023 | 16 |
BRIGHTON JONES LLC | 16 | 16 | 0.02% | 0.08% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 16 | 16 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Services LLC | 15 | 1 | 0.00% | 0.46% | 0.77% | Q2 2019 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 12 | 4 | 0.01% | 0.07% | 0.32% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.07% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Hudson Bay Capital Management LP | 6 | 3 | 0.02% | 0.10% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Korea Investment CORP | 11 | 2 | 0.00% | 0.14% | 0.52% | Q2 2019 | Q3 2023 | 16 |
Grassi Investment Management | 15 | 15 | 0.03% | 0.30% | 1.03% | Q1 2020 | Q3 2023 | 15 |
Seven Post Investment Office LP | 15 | 15 | 0.19% | 0.49% | 1.69% | Q4 2019 | Q2 2023 | 15 |
Column Capital Advisors, LLC | 15 | 15 | 0.03% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Covenant Partners, LLC | 10 | 1 | 0.11% | 0.19% | 0.28% | Q2 2019 | Q3 2023 | 15 |
RIVERPARK CAPITAL MANAGEMENT LLC | 15 | 15 | 1.85% | 3.62% | 5.17% | Q1 2020 | Q3 2023 | 15 |
Institutional Venture Management XIV, LLC | 15 | 15 | 2.21% | 12.06% | 25.80% | Q2 2019 | Q4 2022 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Garde Capital, Inc. | 15 | 15 | 0.04% | 0.18% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 9 | 6 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 13 | 2 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 5 | 0.02% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Quaker Capital Investments, LLC | 15 | 15 | 4.55% | 8.93% | 17.84% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 15 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.84% | 1.96% | Q4 2019 | Q3 2023 | 15 |
NATIXIS | 8 | 3 | 0.00% | 0.12% | 0.37% | Q3 2020 | Q2 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.00% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 15 |
SevenBridge Financial Group, LLC | 15 | 15 | 0.22% | 0.47% | 0.85% | Q1 2020 | Q3 2023 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.07% | 0.14% | 0.27% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Beech Hill Advisors, Inc. | 15 | 15 | 1.29% | 2.33% | 3.01% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 15 | 0.20% | 0.39% | 0.60% | Q1 2020 | Q3 2023 | 15 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.04% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Summit Trail Advisors, LLC | 13 | 2 | 0.12% | 0.72% | 4.96% | Q4 2019 | Q3 2023 | 15 |
Islet Management, LP | 8 | 1 | 0.19% | 0.70% | 1.59% | Q2 2019 | Q2 2022 | 15 |
PUTNAM INVESTMENTS LLC | 11 | 4 | 0.01% | 0.17% | 0.46% | Q4 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Shay Capital LLC | 7 | 1 | 0.08% | 1.11% | 4.11% | Q4 2020 | Q2 2023 | 15 |
B & T Capital Management DBA Alpha Capital Management | 15 | 15 | 0.38% | 0.61% | 0.88% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 15 | 15 | 0.07% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q4 2022 | 15 |
Providence Wealth Advisors, LLC | 15 | 15 | 0.29% | 0.57% | 0.93% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.06% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 15 |
HHLR ADVISORS, LTD. | 15 | 15 | 0.49% | 3.02% | 7.25% | Q3 2019 | Q1 2023 | 15 |
Mariner, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NORGES BANK | 15 | 15 | 0.03% | 0.13% | 0.18% | Q2 2019 | Q4 2022 | 15 |
Claro Advisors LLC | 15 | 15 | 0.12% | 0.20% | 0.30% | Q1 2020 | Q3 2023 | 15 |
PROFFITT & GOODSON INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 14 | 1 | 0.00% | 0.02% | 0.29% | Q2 2019 | Q3 2023 | 15 |
SEEYOND | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 15 |
Xcel Wealth Management, LLC | 15 | 15 | 0.59% | 1.73% | 2.96% | Q1 2020 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 15 | 15 | 0.08% | 0.21% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Sands Capital Management | 15 | 15 | 1.13% | 1.87% | 3.54% | Q1 2020 | Q3 2023 | 15 |
COMMERCE BANK | 15 | 15 | 0.01% | 0.30% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Adero Partners, LLC | 15 | 15 | 0.08% | 0.51% | 2.29% | Q1 2020 | Q3 2023 | 15 |
Mission Creek Capital Partners, Inc. | 13 | 2 | 0.13% | 0.39% | 2.31% | Q4 2019 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.13% | 0.49% | Q1 2020 | Q3 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.03% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Crestone Asset Management LLC | 15 | 15 | 0.16% | 1.29% | 3.84% | Q1 2020 | Q3 2023 | 15 |
RiverPark Advisors, LLC | 15 | 15 | 1.52% | 2.39% | 3.28% | Q1 2020 | Q3 2023 | 15 |
TB Alternative Assets Ltd. | 14 | 1 | 0.24% | 4.76% | 11.96% | Q3 2019 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.14% | 0.30% | 0.38% | Q1 2020 | Q3 2023 | 15 |
HOURGLASS CAPITAL, LLC | 15 | 15 | 0.16% | 0.43% | 0.90% | Q1 2020 | Q3 2023 | 15 |
PITCAIRN CO | 15 | 15 | 0.03% | 0.13% | 0.36% | Q1 2020 | Q3 2023 | 15 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 15 | 15 | 0.11% | 0.22% | 0.42% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MACKENZIE FINANCIAL CORP | 15 | 15 | 0.00% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 15 | 0.09% | 0.23% | 0.37% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q2 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.01% | 0.06% | 0.36% | Q4 2019 | Q3 2023 | 15 |
Alberta Investment Management Corp | 14 | 1 | 0.01% | 0.17% | 0.42% | Q4 2019 | Q3 2023 | 15 |
MOUNT VERNON ASSOCIATES INC /MD/ | 15 | 15 | 1.13% | 1.49% | 2.04% | Q1 2020 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 12 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.10% | 0.32% | Q1 2020 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.01% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.10% | 0.39% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
First Horizon Advisors, Inc. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 1 | 0.01% | 0.03% | 0.18% | Q2 2019 | Q3 2023 | 15 |
Parkwood LLC | 15 | 15 | 0.24% | 0.93% | 1.45% | Q1 2020 | Q3 2023 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 15 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 15 | 15 | 0.08% | 0.38% | 0.73% | Q1 2020 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.03% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 13 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
ARMISTICE CAPITAL, LLC | 15 | 15 | 0.20% | 0.55% | 1.00% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.06% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Banco Santander, S.A. | 15 | 15 | 0.01% | 0.05% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Hodges Capital Management Inc. | 15 | 15 | 0.12% | 1.36% | 2.99% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.04% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Bienville Capital Management, LLC | 14 | 1 | 0.03% | 0.14% | 0.39% | Q2 2019 | Q3 2023 | 15 |
Jackson Square Partners, LLC | 15 | 15 | 0.29% | 1.77% | 3.79% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 14 | 14 | 0.00% | 0.12% | 0.27% | Q2 2020 | Q3 2023 | 15 |
BOKF, NA | 9 | 1 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
UBS OCONNOR LLC | 7 | 1 | 0.00% | 0.07% | 0.22% | Q3 2019 | Q3 2023 | 14 |
BRIDGER MANAGEMENT, LLC | 14 | 14 | 1.87% | 6.55% | 12.50% | Q2 2020 | Q3 2023 | 14 |
WINSLOW ASSET MANAGEMENT INC | 14 | 14 | 0.08% | 1.03% | 1.66% | Q2 2020 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Veritable, L.P. | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 14 |
Latash Investments, LLC | 10 | 4 | 0.94% | 1.76% | 3.19% | Q4 2019 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.12% | 0.59% | Q4 2019 | Q2 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.13% | 0.25% | Q2 2019 | Q3 2022 | 14 |
MAKENA CAPITAL MANAGEMENT LLC | 14 | 14 | 1.38% | 2.03% | 2.89% | Q2 2020 | Q3 2023 | 14 |
Ballentine Partners, LLC | 9 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.04% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
CADIAN CAPITAL MANAGEMENT, LP | 14 | 14 | 4.26% | 7.08% | 10.11% | Q1 2020 | Q2 2023 | 14 |
IMA Wealth, Inc. | 10 | 4 | 0.00% | 0.07% | 0.56% | Q2 2019 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q4 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 13 | 0.01% | 1.56% | 3.10% | Q4 2019 | Q4 2022 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.00% | 0.04% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MAPLELANE CAPITAL, LLC | 3 | 2 | 0.01% | 0.65% | 1.17% | Q4 2020 | Q3 2023 | 14 |
Marathon Trading Investment Management LLC | 14 | 14 | 0.03% | 0.29% | 0.78% | Q1 2020 | Q2 2023 | 14 |
Teewinot Capital Advisers, L.L.C. | 14 | 14 | 1.40% | 4.82% | 8.58% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Archford Capital Strategies, LLC | 14 | 14 | 0.11% | 0.21% | 0.30% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.09% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Westbourne Investment Advisors, Inc. | 12 | 2 | 0.18% | 2.74% | 4.40% | Q3 2019 | Q3 2023 | 14 |
Lido Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 14 |
V Wealth Advisors LLC | 14 | 14 | 0.04% | 0.11% | 0.24% | Q1 2020 | Q2 2023 | 14 |
Ilmarinen Mutual Pension Insurance Co | 12 | 2 | 0.06% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 10 | 4 | 0.05% | 0.22% | 0.39% | Q4 2019 | Q2 2023 | 14 |
KCL Capital, L.P. | 7 | 1 | 0.02% | 5.63% | 30.72% | Q2 2019 | Q1 2023 | 14 |
MGO ONE SEVEN LLC | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SWS Partners | 14 | 14 | 0.69% | 1.42% | 2.00% | Q2 2020 | Q3 2023 | 14 |
Sepio Capital, LP | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 10 | 4 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 14 |
STAMINA CAPITAL MANAGEMENT LP | 11 | 11 | 0.14% | 2.45% | 5.57% | Q1 2020 | Q3 2022 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 1.93% | 3.12% | 4.58% | Q4 2019 | Q1 2023 | 14 |
London & Capital Asset Management Ltd | 14 | 14 | 0.11% | 0.53% | 1.86% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 5 | 0.11% | 0.19% | 0.43% | Q1 2020 | Q3 2023 | 14 |
Avion Wealth | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.03% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
HOEY INVESTMENTS, INC | 12 | 1 | 0.00% | 0.17% | 1.00% | Q2 2020 | Q3 2023 | 14 |
Copperleaf Capital, LLC | 14 | 14 | 0.25% | 0.70% | 1.03% | Q4 2019 | Q1 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.45% | 0.72% | 1.24% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
jvl associates llc | 14 | 14 | 0.16% | 0.39% | 0.74% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 14 |
PRIMECAP MANAGEMENT CO/CA/ | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
HOWE & RUSLING INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
ALLSTATE CORP | 12 | 2 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 14 | 14 | 0.00% | 0.12% | 0.31% | Q2 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 12 | 1 | 0.03% | 0.23% | 0.35% | Q4 2019 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.19% | 0.48% | 0.90% | Q3 2020 | Q3 2023 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 13 |
CATALYST PRIVATE WEALTH, LLC | 12 | 1 | 0.06% | 0.61% | 1.11% | Q3 2020 | Q4 2023 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Glenview Trust Co | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Magnetar Financial LLC | 11 | 2 | 0.01% | 0.56% | 2.41% | Q3 2019 | Q4 2022 | 13 |
Phoenix Holdings Ltd. | 13 | 13 | 0.02% | 0.34% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.33% | 0.80% | 1.27% | Q3 2020 | Q3 2023 | 13 |
Allen Investment Management, LLC | 13 | 13 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q4 2022 | 13 |
Well Done, LLC | 8 | 5 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Crossmark Global Holdings, Inc. | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
WOODSTOCK CORP | 13 | 13 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q4 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
NWAM LLC | 11 | 2 | 0.03% | 0.10% | 0.30% | Q1 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.16% | 0.31% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Quadrature Capital Ltd | 8 | 2 | 0.05% | 0.41% | 1.25% | Q2 2019 | Q2 2023 | 13 |
Tredje AP-fonden | 9 | 4 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 13 |
DLD Asset Management, LP | 6 | 6 | 0.03% | 0.11% | 0.21% | Q4 2021 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.19% | 0.47% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
DELTEC ASSET MANAGEMENT LLC | 11 | 2 | 0.89% | 3.56% | 6.33% | Q2 2020 | Q3 2023 | 13 |
ETF MANAGERS GROUP, LLC | 13 | 13 | 0.01% | 0.19% | 0.30% | Q1 2020 | Q1 2023 | 13 |
Pasadena Private Wealth, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 13 |
GPI CAPITAL, L.P. | 12 | 12 | 2.26% | 29.09% | 100.00% | Q4 2020 | Q3 2023 | 13 |
BLOOM TREE PARTNERS, LLC | 7 | 2 | 0.28% | 3.05% | 6.29% | Q4 2019 | Q1 2023 | 13 |
Trust Co | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.03% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Bray Capital Advisors | 13 | 13 | 0.15% | 0.24% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Venator Capital Management Ltd. | 12 | 12 | 1.41% | 5.54% | 11.54% | Q4 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
FLOSSBACH VON STORCH AG | 13 | 13 | 0.03% | 0.35% | 1.67% | Q3 2019 | Q3 2022 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2022 | 13 |
Royal Fund Management, LLC | 5 | 4 | 0.00% | 0.23% | 0.58% | Q2 2019 | Q3 2023 | 13 |
Jasper Ridge Partners, L.P. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Asio Capital, LLC | 10 | 3 | 0.01% | 1.25% | 1.95% | Q4 2019 | Q3 2023 | 13 |
Optas, LLC | 13 | 13 | 0.10% | 0.15% | 0.22% | Q1 2020 | Q1 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 13 |
Dana Investment Advisors, Inc. | 13 | 13 | 0.04% | 0.30% | 0.53% | Q3 2020 | Q3 2023 | 13 |
BURKE & HERBERT BANK & TRUST CO | 13 | 13 | 0.21% | 0.35% | 0.66% | Q3 2020 | Q3 2023 | 13 |
Birch Hill Investment Advisors LLC | 13 | 13 | 0.09% | 0.29% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Bellecapital International Ltd. | 13 | 13 | 0.06% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 13 | 13 | 0.02% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
SB INVESTMENT ADVISERS (UK) LTD | 13 | 13 | 0.84% | 42.41% | 81.08% | Q2 2019 | Q2 2022 | 13 |
Soros Fund Management | 6 | 2 | 0.03% | 0.22% | 0.57% | Q4 2020 | Q3 2023 | 13 |
Renaissance Technologies | 10 | 3 | 0.01% | 0.19% | 0.65% | Q2 2020 | Q3 2023 | 13 |
Edge Wealth Management LLC | 11 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.00% | 0.25% | 0.40% | Q4 2019 | Q4 2022 | 13 |
CAMBIAR INVESTORS LLC | 13 | 13 | 1.16% | 1.66% | 2.33% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 8 | 1 | 0.04% | 0.16% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 12 | 1 | 0.04% | 0.08% | 0.21% | Q4 2019 | Q3 2023 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 13 | 0.03% | 0.04% | 0.09% | Q3 2019 | Q3 2022 | 13 |
Wealth Alliance | 8 | 5 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 12 | 1 | 0.00% | 0.23% | 0.87% | Q2 2020 | Q3 2023 | 13 |
FIRST HAWAIIAN BANK | 13 | 13 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.03% | 0.11% | 0.21% | Q3 2019 | Q3 2023 | 13 |
NewSquare Capital LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Capital International Sarl | 12 | 1 | 0.01% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 12 | 1 | 0.00% | 0.23% | 0.37% | Q2 2019 | Q3 2022 | 13 |
MEANS INVESTMENT CO., INC. | 12 | 12 | 0.00% | 0.09% | 0.34% | Q4 2020 | Q3 2023 | 13 |
Ally Financial Inc. | 13 | 13 | 0.23% | 0.53% | 1.00% | Q1 2020 | Q1 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 11 | 1 | 0.00% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HM PAYSON & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Chescapmanager LLC | 9 | 9 | 0.22% | 1.14% | 1.68% | Q3 2021 | Q3 2023 | 13 |
DEARBORN PARTNERS LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.02% | 1.16% | 1.93% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.01% | 0.28% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Draper Asset Management, LLC | 6 | 6 | 0.00% | 0.93% | 3.52% | Q2 2022 | Q3 2023 | 12 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 12 | 12 | 0.87% | 2.80% | 4.18% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.27% | 0.53% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Venator Management LLC | 12 | 12 | 9.24% | 10.44% | 12.12% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.04% | 0.36% | 0.92% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 10.32% | 13.32% | 17.89% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 12 |
Navalign, LLC | 11 | 11 | 0.00% | 0.38% | 0.65% | Q1 2021 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.17% | 0.41% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Sachem Head Capital | 8 | 4 | 2.01% | 4.00% | 7.18% | Q4 2019 | Q1 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 2 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q4 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.03% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Wishbone Management, LP | 12 | 12 | 3.87% | 9.54% | 21.24% | Q4 2019 | Q3 2022 | 12 |
Realta Investment Advisors | 5 | 3 | 0.01% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 12 |
Hanson & Doremus Investment Management | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Van Leeuwen & Company, LLC | 6 | 1 | 0.17% | 0.52% | 1.70% | Q4 2019 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 12 |
Kore Private Wealth LLC | 12 | 12 | 0.52% | 1.52% | 2.46% | Q4 2019 | Q3 2022 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.14% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.07% | 0.35% | Q4 2019 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
ALLEN OPERATIONS LLC | 12 | 12 | 0.77% | 1.43% | 2.58% | Q1 2020 | Q4 2022 | 12 |
WHITTIER TRUST CO | 11 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Avitas Wealth Management LLC | 8 | 4 | 0.06% | 0.23% | 0.47% | Q2 2020 | Q3 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 12 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Neo Ivy Capital Management | 4 | 2 | 0.06% | 0.32% | 0.75% | Q3 2019 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.08% | 0.36% | Q2 2019 | Q3 2023 | 12 |
Varma Mutual Pension Insurance Co | 9 | 1 | 0.08% | 0.23% | 0.55% | Q1 2020 | Q3 2023 | 12 |
AQR Capital Management | 7 | 2 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 9 | 3 | 0.03% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q2 2022 | 12 |
Harvest Fund Management Co., Ltd | 12 | 12 | 0.00% | 0.04% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 10 | 2 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 12 |
Alpha Square Group S LLC | 8 | 8 | 0.48% | 21.88% | 50.78% | Q4 2021 | Q3 2023 | 12 |
ATOMVEST Ltd | 12 | 12 | 12.40% | 25.01% | 44.82% | Q4 2020 | Q3 2023 | 12 |
Honeycomb Asset Management LP | 6 | 1 | 0.76% | 4.15% | 8.65% | Q4 2019 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2022 | 12 |
Hosking Partners LLP | 12 | 12 | 0.17% | 0.28% | 0.40% | Q4 2019 | Q3 2022 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.39% | 0.50% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Vident Investment Advisory, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Stockbridge Partners LLC | 12 | 12 | 0.78% | 4.29% | 7.33% | Q4 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 6 | 1 | 0.07% | 0.21% | 0.49% | Q4 2019 | Q3 2023 | 12 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.32% | 1.71% | 3.80% | Q2 2019 | Q4 2021 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.45% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.10% | Q2 2019 | Q2 2023 | 12 |
Leucadia National | 4 | 4 | 0.00% | 0.09% | 0.30% | Q4 2022 | Q3 2023 | 12 |
TIGER MANAGEMENT L.L.C. | 12 | 12 | 0.15% | 0.77% | 1.37% | Q2 2020 | Q1 2023 | 12 |
MARK ASSET MANAGEMENT LP | 7 | 1 | 0.42% | 1.60% | 2.63% | Q4 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pictet North America Advisors SA | 8 | 1 | 0.02% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 12 |
WESTPORT ASSET MANAGEMENT INC | 12 | 12 | 0.77% | 1.29% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Sculptor Capital LP | 7 | 3 | 0.00% | 1.34% | 2.60% | Q2 2019 | Q1 2022 | 12 |
MEEDER ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2022 | 12 |
FEDERATED HERMES, INC. | 6 | 6 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 12 |
BAILARD, INC. | 12 | 12 | 0.02% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 12 |
ENTRUST GLOBAL PARTNERS L L C | 12 | 12 | 23.91% | 31.71% | 42.80% | Q4 2020 | Q3 2023 | 12 |
BANK OF HAWAII | 12 | 12 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 12 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Claar Advisors LLC | 12 | 12 | 1.48% | 2.22% | 3.45% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 7 | 4 | 0.10% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 11 |
MYDA Advisors LLC | 5 | 1 | 0.38% | 2.48% | 5.94% | Q2 2019 | Q3 2023 | 11 |
Coronation Fund Managers Ltd. | 11 | 11 | 0.09% | 1.21% | 2.68% | Q1 2021 | Q3 2023 | 11 |
GM Advisory Group, LLC | 8 | 3 | 0.02% | 0.18% | 0.53% | Q4 2020 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.00% | 0.23% | 0.67% | Q2 2019 | Q3 2023 | 11 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MARSICO CAPITAL MANAGEMENT LLC | 9 | 1 | 0.08% | 0.59% | 3.43% | Q1 2020 | Q3 2023 | 11 |
Par Capital Management | 10 | 10 | 0.02% | 6.84% | 10.52% | Q2 2021 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.19% | 0.44% | 0.63% | Q4 2020 | Q3 2023 | 11 |
CAPITAL ADVISORS INC/OK | 5 | 2 | 0.00% | 0.16% | 0.50% | Q4 2020 | Q3 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 11 | 11 | 0.00% | 0.11% | 0.30% | Q4 2019 | Q2 2022 | 11 |
FULTON BANK, N.A. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2023 | 11 |
CONNORS INVESTOR SERVICES INC | 11 | 11 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 6 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.07% | 0.47% | 1.03% | Q4 2019 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 10 | 1 | 0.02% | 0.07% | 0.18% | Q1 2020 | Q3 2023 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.08% | 0.17% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Teton Capital Partners | 11 | 11 | 2.04% | 5.20% | 7.19% | Q3 2020 | Q1 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Columbus Hill Capital Management, L.P. | 6 | 4 | 0.14% | 4.40% | 7.80% | Q4 2019 | Q3 2022 | 11 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.17% | 0.53% | 1.72% | Q2 2019 | Q3 2023 | 11 |
HighPoint Advisor Group LLC | 10 | 1 | 0.04% | 0.09% | 0.12% | Q2 2019 | Q2 2022 | 11 |
Discerene Group LP | 11 | 11 | 3.42% | 9.01% | 15.62% | Q1 2021 | Q3 2023 | 11 |
DIKER MANAGEMENT LLC | 6 | 5 | 1.11% | 2.43% | 3.87% | Q2 2020 | Q2 2023 | 11 |
Alphabet Inc. | 11 | 11 | 0.05% | 12.28% | 65.12% | Q2 2019 | Q4 2021 | 11 |
Alkeon Capital Management | 11 | 11 | 0.37% | 0.68% | 1.22% | Q1 2021 | Q3 2023 | 11 |
Corient Capital Partners, LLC | 11 | 11 | 0.03% | 0.08% | 0.22% | Q1 2020 | Q3 2022 | 11 |
Highlander Capital Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.29% | 0.57% | Q4 2019 | Q3 2023 | 11 |
Achmea Investment Management B.V. | 7 | 4 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Jericho Capital Asset Management L.P. | 9 | 1 | 0.18% | 3.61% | 8.32% | Q2 2019 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
FLC Capital Advisors | 8 | 3 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q2 2023 | 11 |
Virtu Financial LLC | 5 | 1 | 0.05% | 0.26% | 0.75% | Q2 2019 | Q2 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
CULLINAN ASSOCIATES INC | 9 | 2 | 0.02% | 0.12% | 0.28% | Q3 2020 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.12% | 0.38% | Q4 2020 | Q3 2023 | 11 |
Red Cedar Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Arlington Partners LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Meiji Yasuda Life Insurance Co | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 11 |
COOKSON PEIRCE & CO INC | 7 | 2 | 0.02% | 0.16% | 0.94% | Q3 2020 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 5 | 2 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 11 |
Andra AP-fonden | 7 | 4 | 0.01% | 0.17% | 0.73% | Q3 2019 | Q3 2023 | 11 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
FineMark National Bank & Trust | 11 | 11 | 0.02% | 0.17% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Isomer Partners LP | 9 | 9 | 0.25% | 10.94% | 23.03% | Q3 2021 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
AXIOM INVESTORS LLC /DE | 11 | 11 | 0.55% | 0.76% | 1.01% | Q1 2021 | Q3 2023 | 11 |
WT Wealth Management | 9 | 2 | 0.17% | 0.42% | 0.56% | Q3 2019 | Q3 2022 | 11 |
VIKING GLOBAL INVESTORS LP | 6 | 5 | 0.78% | 2.23% | 5.31% | Q2 2019 | Q4 2022 | 11 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.05% | 0.13% | 0.19% | Q4 2019 | Q2 2022 | 11 |
Old Well Partners, LLC | 11 | 11 | 0.51% | 2.06% | 3.75% | Q4 2019 | Q2 2022 | 11 |
Mine & Arao Wealth Creation & Management, LLC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bollard Group LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Delta Accumulation, LLC | 7 | 7 | 0.01% | 0.40% | 2.59% | Q4 2021 | Q2 2023 | 11 |
Spotlight Asset Group, Inc. | 3 | 2 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 5 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Diversified Trust Co | 6 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 11 |
Carmignac Gestion | 11 | 11 | 0.04% | 2.31% | 6.81% | Q2 2020 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.04% | 0.34% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.10% | 0.26% | 0.39% | Q1 2021 | Q3 2023 | 11 |
SHELTON CAPITAL MANAGEMENT | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.16% | 0.68% | 1.09% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.07% | 0.19% | Q2 2021 | Q3 2023 | 10 |
IBM Retirement Fund | 10 | 10 | 0.06% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 10 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.16% | 2.44% | 6.49% | Q2 2019 | Q4 2022 | 10 |
Artemis Investment Management LLP | 7 | 3 | 0.01% | 0.25% | 1.12% | Q1 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AXA S.A. | 5 | 1 | 0.00% | 0.06% | 0.29% | Q2 2019 | Q3 2023 | 10 |
PRUDENTIAL PLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Luxor Capital Group, LP | 7 | 1 | 0.03% | 0.25% | 1.50% | Q1 2020 | Q1 2022 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bouvel Investment Partners, LLC | 10 | 10 | 0.79% | 1.09% | 1.33% | Q2 2021 | Q3 2023 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 1.02% | 2.18% | 4.70% | Q2 2021 | Q3 2023 | 10 |
Altman Advisors, Inc. | 9 | 1 | 0.16% | 0.85% | 1.20% | Q4 2019 | Q3 2023 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 10 | 0.00% | 0.05% | 0.07% | Q3 2019 | Q4 2021 | 10 |
Redpoint Investment Management Pty Ltd | 10 | 10 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q3 2022 | 10 |
Glenview Capital Management | 10 | 10 | 0.38% | 2.03% | 2.77% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.09% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 10 |
Integrated Wealth Concepts LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2021 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Schwab Charitable Fund | 10 | 10 | 0.23% | 0.38% | 0.66% | Q1 2021 | Q2 2023 | 10 |
Miracle Mile Advisors, LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Prime Capital Management Co Ltd | 5 | 5 | 0.41% | 11.24% | 18.57% | Q1 2020 | Q4 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Brookfield Asset Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 1 | 0.02% | 0.28% | 0.74% | Q4 2020 | Q3 2023 | 10 |
Aequim Alternative Investments LP | 10 | 10 | 0.05% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 2 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Perkins Coie Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.20% | 0.50% | Q3 2019 | Q2 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
First Dallas Securities Inc. | 10 | 10 | 0.15% | 1.00% | 3.06% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 10 | 10 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2021 | 10 |
PROFUND ADVISORS LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 10 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.14% | 0.51% | 1.26% | Q2 2019 | Q3 2023 | 10 |
Artisan Partners Limited Partnership | 8 | 1 | 0.08% | 0.53% | 0.97% | Q1 2020 | Q3 2022 | 10 |
Icon Wealth Partners, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.02% | 0.25% | 0.47% | Q2 2019 | Q3 2021 | 10 |
RPG Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Advisory Resource Group | 10 | 10 | 0.13% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.04% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HARBER ASSET MANAGEMENT LLC | 8 | 1 | 1.13% | 3.08% | 5.23% | Q1 2020 | Q2 2023 | 10 |
Siemens Fonds Invest GmbH | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
FORTEM FINANCIAL GROUP, LLC | 9 | 1 | 0.11% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 7 | 3 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Kayak Investment Partners LLC | 10 | 10 | 1.10% | 4.02% | 7.58% | Q1 2020 | Q2 2022 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2021 | 10 |
Appaloosa LP | 10 | 10 | 0.24% | 3.52% | 10.05% | Q2 2021 | Q3 2023 | 10 |
Teza Capital Management LLC | 5 | 2 | 0.06% | 0.22% | 0.54% | Q4 2020 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Oakworth Capital, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 10 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
Anchor Investment Management, LLC | 7 | 3 | 0.00% | 0.04% | 0.21% | Q1 2021 | Q4 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.00% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Candlestick Capital Management LP | 6 | 1 | 0.43% | 0.78% | 1.39% | Q1 2020 | Q1 2022 | 10 |
Solel Partners LP | 9 | 1 | 5.04% | 7.87% | 10.32% | Q3 2020 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 10 | 10 | 0.05% | 0.44% | 1.44% | Q2 2021 | Q3 2023 | 10 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.41% | 0.79% | Q2 2019 | Q3 2023 | 10 |
DOLIVER ADVISORS, LP | 10 | 10 | 0.08% | 0.14% | 0.24% | Q3 2021 | Q4 2023 | 10 |
Modus Advisors, LLC | 4 | 1 | 0.00% | 0.23% | 1.27% | Q2 2020 | Q4 2023 | 10 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Force Hill Capital Management LP | 10 | 10 | 1.83% | 2.64% | 4.45% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.45% | 0.86% | 2.08% | Q1 2021 | Q3 2023 | 10 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.16% | 0.58% | 1.20% | Q4 2019 | Q3 2022 | 10 |
TPG Group Holdings (SBS) Advisors, Inc. | 10 | 10 | 1.53% | 8.58% | 25.45% | Q2 2019 | Q3 2021 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 10 |
Menard Financial Group LLC | 8 | 2 | 0.47% | 0.69% | 0.86% | Q2 2020 | Q3 2023 | 10 |
Kemnay Advisory Services Inc. | 6 | 1 | 0.10% | 2.56% | 5.94% | Q1 2020 | Q2 2023 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Congress Park Capital LLC | 7 | 1 | 0.11% | 0.29% | 0.51% | Q2 2019 | Q3 2023 | 10 |
Brookside Equity Partners LLC | 10 | 10 | 0.51% | 1.71% | 3.89% | Q4 2020 | Q1 2023 | 10 |
AO Asset Management, LP | 10 | 10 | 0.30% | 2.77% | 4.20% | Q3 2019 | Q4 2021 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WoodTrust Financial Corp | 10 | 10 | 0.08% | 0.23% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Cavalry Management Group, LLC | 6 | 1 | 0.94% | 3.78% | 9.95% | Q2 2020 | Q2 2023 | 10 |
Blackstone Inc. | 8 | 1 | 0.00% | 0.11% | 0.33% | Q4 2019 | Q3 2023 | 10 |
Owl Creek Asset Management, L.P. | 7 | 7 | 0.38% | 2.34% | 4.61% | Q1 2022 | Q3 2023 | 10 |
Garrison Point Capital, LLC | 10 | 10 | 0.42% | 3.65% | 12.43% | Q2 2020 | Q3 2022 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SCP Investment, LP | 10 | 10 | 14.51% | 20.57% | 27.65% | Q2 2021 | Q3 2023 | 10 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 9 |
PineBridge Investments, L.P. | 7 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Pinnacle Wealth Planning Services, Inc. | 6 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 9 |
Quantamental Technologies LLC | 7 | 1 | 0.10% | 0.47% | 0.80% | Q1 2020 | Q1 2023 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2021 | 9 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q3 2011 | Q3 2023 | 9 |
Patient Capital Management, LLC | 8 | 8 | 1.33% | 2.36% | 3.34% | Q4 2021 | Q3 2023 | 9 |
Mezzasalma Advisors, LLC | 9 | 9 | 0.35% | 0.51% | 0.71% | Q4 2020 | Q4 2022 | 9 |
MERIDIAN MANAGEMENT CO | 9 | 9 | 0.79% | 1.17% | 1.41% | Q2 2020 | Q2 2022 | 9 |
Lenox Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
First Trust Direct Indexing L.P. | 5 | 4 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 7 | 1 | 0.05% | 0.97% | 1.88% | Q2 2019 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Carroll Financial Associates, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 9 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.31% | 0.67% | Q3 2019 | Q3 2023 | 9 |
Incline Global Management LLC | 8 | 1 | 1.28% | 4.91% | 7.12% | Q3 2020 | Q1 2023 | 9 |
Zullo Investment Group, Inc. | 8 | 8 | 0.04% | 0.27% | 0.48% | Q4 2021 | Q3 2023 | 9 |
Cutter & CO Brokerage, Inc. | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q2 2021 | 9 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 5 | 4 | 1.29% | 2.72% | 4.43% | Q2 2021 | Q3 2023 | 9 |
Signature Wealth Management Partners, LLC | 7 | 2 | 0.18% | 0.28% | 0.40% | Q2 2021 | Q3 2023 | 9 |
Horizon Investments, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 9 |
HRT FINANCIAL LP | 4 | 2 | 0.01% | 0.16% | 0.65% | Q4 2020 | Q3 2023 | 9 |
MCF Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
Rock Creek Group, LP | 4 | 1 | 0.00% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.15% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Ionic Capital Management LLC | 5 | 1 | 0.00% | 0.09% | 0.16% | Q2 2019 | Q4 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.12% | 0.25% | Q4 2019 | Q2 2023 | 9 |
Shannon River Fund Management LLC | 3 | 1 | 0.08% | 2.68% | 4.47% | Q2 2019 | Q4 2022 | 9 |
BALLAST ADVISORS LLC | 9 | 9 | 1.06% | 1.54% | 1.92% | Q3 2021 | Q3 2023 | 9 |
Northern Right Capital Management, L.P. | 8 | 1 | 1.85% | 7.70% | 10.93% | Q3 2020 | Q3 2023 | 9 |
Connacht Asset Management LP | 5 | 1 | 0.17% | 1.70% | 4.45% | Q4 2020 | Q1 2023 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q2 2021 | 9 |
EXANE DERIVATIVES | 8 | 1 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q1 2022 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CERTUITY, LLC | 4 | 2 | 0.01% | 0.07% | 0.22% | Q1 2020 | Q3 2023 | 9 |
Resolute Advisors LLC | 9 | 9 | 0.02% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Credit Capital Investments LLC | 9 | 9 | 0.38% | 1.38% | 2.21% | Q3 2021 | Q3 2023 | 9 |
Godshalk Welsh Capital Management, Inc. | 5 | 4 | 0.16% | 0.21% | 0.32% | Q2 2021 | Q3 2023 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.28% | 0.60% | Q2 2019 | Q2 2023 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.30% | 0.45% | 0.56% | Q2 2019 | Q2 2021 | 9 |
626 Financial, LLC | 8 | 1 | 0.26% | 0.43% | 0.57% | Q1 2021 | Q3 2023 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 4 | 1 | 0.04% | 0.33% | 1.06% | Q4 2019 | Q2 2023 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 1 | 0.01% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 9 |
Cinctive Capital Management LP | 5 | 1 | 0.04% | 0.15% | 0.48% | Q4 2020 | Q3 2023 | 9 |
Bridgewater Associates | 7 | 2 | 0.01% | 0.11% | 0.41% | Q4 2019 | Q3 2023 | 9 |
Samalin Investment Counsel, LLC | 8 | 1 | 0.05% | 0.29% | 0.40% | Q4 2019 | Q1 2022 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 2 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Tairen Capital Ltd | 7 | 1 | 0.29% | 2.90% | 5.87% | Q4 2019 | Q1 2023 | 9 |
SAGE RHINO CAPITAL LLC | 9 | 9 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q4 2022 | 9 |
Krilogy Financial LLC | 9 | 9 | 0.03% | 0.11% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Accel Growth Fund IV Associates L.L.C. | 5 | 4 | 1.74% | 24.63% | 45.95% | Q4 2020 | Q1 2023 | 9 |
Main Street Financial Solutions, LLC | 6 | 1 | 0.03% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Traynor Capital Management, Inc. | 8 | 1 | 0.03% | 0.20% | 0.73% | Q2 2019 | Q3 2023 | 9 |
JUMP TRADING, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q2 2020 | 9 |
XN LP | 8 | 8 | 0.45% | 2.95% | 8.76% | Q4 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Candriam S.C.A. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Koss-Olinger Consulting, LLC | 9 | 9 | 0.07% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
WEALTHSOURCE PARTNERS, LLC | 5 | 4 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
World Asset Management Inc | 8 | 1 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2021 | 9 |
WADE G W & INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
VESTOR CAPITAL, LLC | 5 | 1 | 0.11% | 0.52% | 1.34% | Q4 2019 | Q3 2023 | 9 |
Mount Yale Investment Advisors, LLC | 7 | 1 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q1 2023 | 9 |
AMERICAN NATIONAL INSURANCE CO | 9 | 9 | 0.15% | 0.22% | 0.28% | Q1 2020 | Q1 2022 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.19% | 0.26% | 0.32% | Q1 2020 | Q1 2022 | 9 |
BOYAR ASSET MANAGEMENT INC. | 9 | 9 | 0.13% | 2.11% | 3.52% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Atom Investors LP | 4 | 2 | 0.05% | 0.58% | 1.30% | Q2 2019 | Q4 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 9 |
New Capital Management LP | 6 | 3 | 0.19% | 0.32% | 0.46% | Q4 2019 | Q1 2022 | 9 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.05% | 0.22% | 0.38% | Q2 2020 | Q2 2023 | 9 |
Game Creek Capital, LP | 4 | 1 | 0.22% | 1.25% | 2.00% | Q4 2019 | Q3 2023 | 9 |
West Oak Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Triumph Capital Management | 9 | 9 | 0.19% | 0.26% | 0.34% | Q3 2021 | Q3 2023 | 9 |
CIM INVESTMENT MANAGEMENT INC | 9 | 9 | 0.12% | 0.36% | 0.53% | Q3 2021 | Q3 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.09% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.15% | 0.62% | 1.32% | Q4 2020 | Q2 2023 | 8 |
EULAV Asset Management | 8 | 8 | 0.46% | 0.76% | 1.08% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
AllSquare Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Human Investing LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
MCDONALD PARTNERS LLC | 8 | 8 | 0.00% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.14% | 0.31% | Q1 2021 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
SEGALL BRYANT & HAMILL, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.91% | 1.28% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Segantii Capital Management Ltd | 4 | 1 | 0.09% | 1.70% | 7.11% | Q2 2019 | Q3 2023 | 8 |
CX Institutional | 6 | 2 | 0.00% | 0.03% | 0.15% | Q3 2020 | Q3 2022 | 8 |
GARRISON BRADFORD & ASSOCIATES INC | 8 | 8 | 0.32% | 0.54% | 0.90% | Q1 2020 | Q4 2021 | 8 |
Voyager Global Management LP | 8 | 8 | 1.78% | 6.58% | 9.13% | Q4 2021 | Q3 2023 | 8 |
Hudson Value Partners, LLC | 8 | 8 | 0.24% | 0.51% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KELLEHER FINANCIAL ADVISORS | 4 | 1 | 0.12% | 0.21% | 0.29% | Q2 2021 | Q3 2023 | 8 |
Bard Financial Services, Inc. | 8 | 8 | 0.07% | 0.22% | 0.43% | Q4 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Point72 Hong Kong Ltd | 6 | 1 | 0.01% | 0.13% | 0.38% | Q4 2019 | Q3 2022 | 8 |
Sciencast Management LP | 7 | 1 | 0.14% | 0.37% | 0.81% | Q2 2020 | Q2 2022 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 2 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q4 2022 | 8 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Robotti & Company | 8 | 8 | 0.42% | 0.75% | 1.64% | Q1 2020 | Q4 2021 | 8 |
Pentwater Capital Management LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.08% | 0.10% | 0.17% | Q3 2021 | Q2 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.42% | 0.57% | 0.73% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.46% | 1.29% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.10% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 8 | 8 | 0.36% | 0.60% | 0.77% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Atreides Management, LP | 6 | 6 | 1.06% | 3.52% | 7.69% | Q3 2020 | Q4 2021 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.29% | 0.46% | Q4 2020 | Q3 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.24% | 0.42% | 0.61% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.61% | 5.05% | 9.52% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
ProVise Management Group, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Octahedron Capital Management L.P. | 8 | 8 | 7.11% | 14.14% | 23.03% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.35% | 0.55% | Q4 2021 | Q3 2023 | 8 |
McCollum Christoferson Group LLC | 8 | 8 | 0.99% | 1.74% | 2.30% | Q3 2020 | Q2 2022 | 8 |
Juniper Hill Capital Management LP | 8 | 8 | 5.97% | 11.43% | 28.38% | Q4 2019 | Q3 2021 | 8 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BTC Capital Management, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Maytus Capital Management, LLC | 5 | 3 | 1.12% | 2.32% | 4.25% | Q3 2021 | Q3 2023 | 8 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.08% | 0.44% | 0.94% | Q2 2019 | Q1 2023 | 8 |
Laird Norton Wetherby Trust Company, LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.05% | 0.09% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 0.40% | 0.56% | 0.74% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
OAK FAMILY ADVISORS, LLC | 8 | 8 | 0.11% | 0.40% | 0.69% | Q4 2020 | Q3 2022 | 8 |
Watchman Group, Inc. | 8 | 8 | 1.16% | 1.37% | 1.63% | Q1 2020 | Q4 2021 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2021 | 8 |
Avenir Management Company, LLC | 8 | 8 | 4.12% | 6.33% | 10.51% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.01% | 0.22% | 1.41% | Q3 2019 | Q1 2023 | 8 |
UDINE WEALTH MANAGEMENT, INC. | 8 | 8 | 0.80% | 1.59% | 3.09% | Q4 2021 | Q3 2023 | 8 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 8 | 8 | 0.01% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
SAM Advisors, LLC | 8 | 8 | 0.90% | 1.16% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Tatro Capital, LLC | 7 | 1 | 0.21% | 0.38% | 0.51% | Q4 2019 | Q1 2022 | 8 |
Bramshill Investments, LLC | 8 | 8 | 0.02% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Weil Company, Inc. | 8 | 8 | 0.11% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Duquesne Family Office | 4 | 3 | 0.00% | 0.99% | 3.70% | Q2 2019 | Q1 2021 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Indie Asset Partners, LLC | 8 | 8 | 0.18% | 0.27% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Corvex Management LP | 5 | 3 | 1.12% | 2.14% | 3.69% | Q3 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 3 | 3 | 0.01% | 0.13% | 0.43% | Q4 2019 | Q2 2020 | 8 |
Westwood Wealth Management | 8 | 8 | 0.03% | 1.03% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.63% | 1.03% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.24% | 0.55% | 0.81% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Broad Peak Investment Holdings Ltd. | 8 | 8 | 5.21% | 10.41% | 19.62% | Q1 2020 | Q4 2021 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q1 2021 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 8 | 8 | 0.17% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.06% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Karp Capital Management Corp | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Diametric Capital, LP | 4 | 1 | 0.09% | 0.43% | 1.08% | Q2 2019 | Q2 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 8 |
CALIBER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.63% | 0.82% | 0.93% | Q4 2020 | Q3 2022 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 0.29% | 0.44% | 0.62% | Q4 2021 | Q3 2023 | 8 |
First Pacific Advisors, LP | 8 | 8 | 0.79% | 1.13% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Northside Capital Management, LLC | 8 | 8 | 0.25% | 0.43% | 0.63% | Q4 2020 | Q3 2022 | 8 |
Sandbox Financial Partners, LLC | 8 | 8 | 0.14% | 0.32% | 0.56% | Q4 2020 | Q3 2022 | 8 |
BLUESTEIN R H & CO LLC | 7 | 1 | 0.01% | 0.28% | 1.05% | Q2 2019 | Q1 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.26% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 8 |
LMR Partners LLP | 6 | 2 | 0.01% | 0.10% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LFA - Lugano Financial Advisors SA | 8 | 8 | 0.05% | 0.12% | 0.24% | Q3 2021 | Q2 2023 | 8 |
Trevian Wealth Management LLC | 8 | 8 | 0.26% | 0.80% | 3.28% | Q4 2021 | Q3 2023 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
West Family Investments, Inc. | 6 | 1 | 0.07% | 0.32% | 0.64% | Q4 2019 | Q4 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Rehmann Capital Advisory Group | 5 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q4 2021 | 8 |
State of Wyoming | 6 | 2 | 0.02% | 0.21% | 0.38% | Q1 2021 | Q1 2023 | 8 |
INVESTMENT HOUSE LLC | 7 | 1 | 0.02% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 8 |
Golden Green, Inc. | 3 | 2 | 0.23% | 0.44% | 0.70% | Q1 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.68% | 0.84% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Gyon Technologies Capital Management, LP | 6 | 2 | 0.08% | 0.72% | 1.21% | Q4 2020 | Q4 2022 | 8 |
LYRICAL ASSET MANAGEMENT LP | 7 | 7 | 2.02% | 3.08% | 3.90% | Q1 2022 | Q3 2023 | 7 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.05% | 0.12% | 0.26% | Q4 2020 | Q2 2023 | 7 |
Sterneck Capital Management, LLC | 5 | 1 | 0.13% | 0.18% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Malaga Cove Capital, LLC | 7 | 7 | 0.13% | 0.21% | 0.29% | Q1 2022 | Q3 2023 | 7 |
BloombergSen Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Douglass Winthrop Advisors, LLC | 7 | 7 | 0.01% | 0.71% | 2.26% | Q1 2022 | Q3 2023 | 7 |
Corton Capital Inc. | 4 | 3 | 0.31% | 0.54% | 0.97% | Q4 2021 | Q3 2023 | 7 |
Must Asset Management Inc. | 7 | 7 | 0.41% | 10.29% | 17.20% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.13% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Darsana Capital Partners LP | 7 | 7 | 2.87% | 6.51% | 9.28% | Q2 2019 | Q4 2020 | 7 |
Caprock Group, LLC | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Hitchwood Capital Management LP | 6 | 1 | 0.10% | 0.71% | 1.82% | Q2 2019 | Q1 2021 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
WINTON GROUP Ltd | 3 | 1 | 0.03% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Capital, Inc. | 4 | 1 | 0.02% | 0.48% | 1.85% | Q2 2021 | Q3 2023 | 7 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 7 | 0.23% | 0.74% | 1.94% | Q1 2020 | Q3 2021 | 7 |
Bradley Mark J. | 7 | 7 | 0.17% | 1.44% | 2.48% | Q4 2021 | Q2 2023 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Melvin Capital Management LP | 2 | 2 | 0.72% | 1.63% | 2.80% | Q1 2021 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Industrial Alliance Investment Management Inc. | 7 | 7 | 0.12% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 5 | 2 | 0.01% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 7 |
Capitolis Advisors LLC | 7 | 7 | 0.15% | 0.28% | 0.45% | Q4 2020 | Q2 2022 | 7 |
Navis Wealth Advisors, LLC | 6 | 1 | 0.21% | 0.26% | 0.50% | Q4 2020 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 3 | 1 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 7 |
Clal Insurance Enterprises Holdings Ltd | 7 | 7 | 0.01% | 0.14% | 0.34% | Q1 2020 | Q3 2021 | 7 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 2 | 0.07% | 0.32% | 0.91% | Q2 2020 | Q1 2023 | 7 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2022 | 7 |
Mirador Capital Partners LP | 7 | 7 | 0.08% | 0.36% | 0.62% | Q3 2020 | Q1 2022 | 7 |
Stamos Capital Partners, L.P. | 7 | 7 | 0.13% | 0.25% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Woodline Partners LP | 3 | 2 | 0.38% | 0.64% | 0.75% | Q3 2021 | Q3 2023 | 7 |
Immersion Capital LLP | 6 | 1 | 0.31% | 0.46% | 0.84% | Q4 2020 | Q3 2022 | 7 |
Tranquility Partners, LLC | 7 | 7 | 0.13% | 0.18% | 0.21% | Q3 2020 | Q1 2022 | 7 |
Kercheville Advisors, LLC | 4 | 3 | 0.26% | 1.15% | 2.71% | Q4 2020 | Q3 2023 | 7 |
GMT CAPITAL CORP | 7 | 7 | 0.96% | 2.76% | 4.79% | Q1 2022 | Q3 2023 | 7 |
Joho Capital | 5 | 2 | 0.13% | 2.14% | 10.46% | Q1 2021 | Q3 2023 | 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q4 2021 | 7 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 7 | 7 | 0.15% | 0.65% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Resonate Capital, LLC | 7 | 7 | 2.02% | 3.47% | 5.58% | Q4 2021 | Q2 2023 | 7 |
Meridian Wealth Management, LLC | 4 | 3 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q3 2023 | 7 |
HB Wealth Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Rovida Advisors Inc. | 4 | 3 | 0.38% | 1.44% | 3.93% | Q4 2019 | Q1 2022 | 7 |
KMG FIDUCIARY PARTNERS, LLC | 7 | 7 | 0.09% | 0.22% | 0.29% | Q3 2020 | Q1 2022 | 7 |
BBR PARTNERS, LLC | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 7 |
Quilter Plc | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Capital Investment Advisory Services, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 7 |
Pendal Group Ltd | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 7 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
SFMG, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CapWealth Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Coastal Bridge Advisors, LLC | 5 | 2 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 7 |
No Street GP LP | 7 | 7 | 5.22% | 9.02% | 13.70% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 1.74% | 2.50% | 3.12% | Q1 2022 | Q3 2023 | 7 |
Emerson Point Capital LP | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2020 | Q3 2021 | 7 |
AIA Group Ltd | 5 | 2 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q1 2023 | 7 |
Aperio Group, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Delta Investment Management, LLC | 5 | 2 | 0.07% | 0.13% | 0.25% | Q4 2020 | Q3 2023 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Tiger Legatus Capital Management, LLC | 4 | 3 | 2.02% | 4.65% | 8.24% | Q1 2020 | Q1 2022 | 7 |
Silicon Valley Capital Partners | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Capital Markets Trading UK LLP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 7 |
BEACH INVESTMENT COUNSEL INC/PA | 3 | 1 | 0.03% | 0.32% | 0.79% | Q1 2020 | Q4 2023 | 7 |
AlpInvest Partners B.V. | 3 | 1 | 0.11% | 1.44% | 6.93% | Q4 2019 | Q3 2023 | 7 |
Amtrust Financial Services, Inc. | 7 | 7 | 2.48% | 3.61% | 4.50% | Q1 2020 | Q3 2021 | 7 |
Twenty Acre Capital LP | 7 | 7 | 6.74% | 7.63% | 8.99% | Q1 2022 | Q3 2023 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.47% | 0.71% | 1.01% | Q1 2022 | Q3 2023 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.28% | 0.94% | 2.71% | Q2 2019 | Q1 2022 | 7 |
Summit X, LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Truvestments Capital LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 2 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LYELL WEALTH MANAGEMENT, LP | 7 | 7 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
KENNICOTT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.14% | 0.21% | 0.33% | Q1 2021 | Q2 2023 | 7 |
Value Star Asset Management (Hong Kong) Ltd | 7 | 7 | 0.15% | 3.41% | 9.48% | Q1 2022 | Q3 2023 | 7 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.52% | 0.82% | 1.30% | Q3 2020 | Q3 2023 | 7 |
BRAUN STACEY ASSOCIATES INC | 4 | 3 | 0.47% | 0.80% | 1.24% | Q2 2021 | Q3 2023 | 7 |
Alan B Lancz & Associates, Inc. | 7 | 7 | 0.24% | 0.36% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Palestra Capital Management LLC | 6 | 1 | 3.48% | 4.40% | 5.26% | Q4 2019 | Q3 2021 | 7 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Temasek Holdings (Private) Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
CenterBook Partners LP | 5 | 2 | 0.13% | 0.49% | 1.09% | Q4 2021 | Q3 2023 | 7 |
CastleKnight Management LP | 5 | 2 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Ardmore Road Asset Management LP | 6 | 1 | 0.63% | 4.16% | 6.41% | Q4 2021 | Q3 2023 | 7 |
Opal Wealth Advisors, LLC | 5 | 2 | 0.14% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ratan Capital Management LP | 7 | 7 | 0.10% | 1.26% | 2.34% | Q1 2020 | Q3 2021 | 7 |
GENERAL ATLANTIC, L.P. | 7 | 7 | 2.79% | 8.86% | 19.48% | Q2 2019 | Q4 2020 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Capital Investment Counsel, Inc | 3 | 1 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Holdings, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 7 |
Zuckerman Investment Group, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Permanens Capital L.P. | 7 | 7 | 0.09% | 0.97% | 1.34% | Q3 2020 | Q1 2022 | 7 |
XTX Topco Ltd | 5 | 1 | 0.07% | 0.21% | 0.57% | Q1 2021 | Q2 2023 | 7 |
Chicago Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ATALANTA SOSNOFF CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EMC Capital Management | 6 | 6 | 0.02% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
KPCB DGF Associates, LLC | 6 | 6 | 57.24% | 86.79% | 100.00% | Q2 2019 | Q3 2020 | 6 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 6 | 6 | 2.04% | 3.69% | 5.66% | Q4 2019 | Q1 2021 | 6 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 6 |
CTC LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.12% | Q1 2022 | Q2 2023 | 6 |
GFS Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Peninsula Wealth, LLC | 5 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.45% | 0.76% | 1.09% | Q2 2022 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Delphia (USA) Inc. | 4 | 2 | 0.38% | 0.61% | 0.92% | Q4 2021 | Q2 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 6 |
K.J. Harrison & Partners Inc | 3 | 1 | 0.11% | 0.33% | 0.62% | Q4 2019 | Q3 2023 | 6 |
Jump Financial, LLC | 5 | 1 | 0.09% | 0.18% | 0.33% | Q4 2020 | Q2 2023 | 6 |
Alta Park Capital, LP | 3 | 1 | 1.25% | 2.81% | 5.21% | Q2 2020 | Q3 2023 | 6 |
Contrarius Investment Management Ltd | 6 | 6 | 0.25% | 3.05% | 5.99% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Blue Door Asset Management, LLC | 6 | 6 | 0.08% | 1.35% | 2.46% | Q2 2022 | Q3 2023 | 6 |
Gs Investments, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Telemark Asset Management, LLC | 4 | 1 | 1.29% | 1.76% | 2.66% | Q2 2019 | Q2 2021 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.38% | 0.43% | 0.47% | Q4 2020 | Q1 2022 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Thomasville National Bank | 5 | 1 | 0.20% | 0.36% | 0.66% | Q3 2019 | Q1 2021 | 6 |
Teilinger Capital Ltd. | 3 | 1 | 0.68% | 1.75% | 3.53% | Q4 2021 | Q3 2023 | 6 |
Waypoint Wealth Partners Inc. | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2022 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.26% | 0.60% | 0.90% | Q4 2021 | Q1 2023 | 6 |
NWK Group, Inc. | 3 | 3 | 1.61% | 2.62% | 4.54% | Q4 2020 | Q3 2023 | 6 |
Zenyatta Capital Management LP | 3 | 3 | 1.10% | 4.18% | 5.97% | Q1 2022 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2020 | 6 |
Riverview Trust Co | 4 | 2 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 6 | 6 | 0.01% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Synergy Financial Group, LTD | 3 | 1 | 0.32% | 0.39% | 0.49% | Q4 2021 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2023 | 6 |
Marshall Wace North America L.P. | 4 | 1 | 0.02% | 0.30% | 1.05% | Q2 2019 | Q3 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
EMS Capital LP | 2 | 1 | 0.02% | 2.91% | 4.56% | Q2 2019 | Q4 2021 | 6 |
Winslow Capital Management, LLC | 3 | 1 | 0.30% | 1.41% | 1.98% | Q1 2020 | Q3 2023 | 6 |
PAX Financial Group, LLC | 6 | 6 | 0.05% | 0.12% | 0.19% | Q4 2020 | Q1 2022 | 6 |
Castle Hook Partners LP | 4 | 2 | 1.41% | 2.90% | 6.07% | Q3 2020 | Q1 2022 | 6 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BP PLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q2 2021 | 6 |
WEALTH ADVISORS, INC. | 4 | 1 | 0.01% | 0.09% | 0.21% | Q1 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.11% | 0.20% | Q4 2019 | Q2 2023 | 6 |
GREENLEAF TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
INTEL CORP | 6 | 6 | 0.16% | 0.25% | 0.53% | Q2 2019 | Q3 2020 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Mount Capital Ltd | 6 | 6 | 0.63% | 0.78% | 0.88% | Q4 2021 | Q1 2023 | 6 |
Flight Deck Capital, LP | 6 | 6 | 4.44% | 6.78% | 9.63% | Q4 2021 | Q1 2023 | 6 |
ProShare Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ROPES WEALTH ADVISORS LLC | 5 | 1 | 0.00% | 0.15% | 0.23% | Q4 2020 | Q2 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.08% | 0.18% | Q2 2022 | Q3 2023 | 6 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.00% | 2.18% | 3.40% | Q1 2020 | Q2 2021 | 6 |
Gratus Capital, LLC | 4 | 2 | 0.72% | 0.91% | 1.21% | Q4 2021 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Callan Capital, LLC | 4 | 2 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ALPS ADVISORS INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Bronson Point Management LLC | 2 | 2 | 0.71% | 3.10% | 5.12% | Q4 2019 | Q3 2021 | 6 |
Illinois Municipal Retirement Fund | 4 | 2 | 0.01% | 0.07% | 0.19% | Q4 2020 | Q3 2023 | 6 |
GLADE BROOK CAPITAL PARTNERS LLC | 6 | 6 | 57.03% | 79.03% | 96.73% | Q2 2019 | Q3 2020 | 6 |
Junson Asset Management (Hong Kong) Ltd | 5 | 1 | 0.31% | 1.18% | 2.69% | Q4 2020 | Q2 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PointState Capital LP | 5 | 5 | 0.61% | 2.32% | 4.06% | Q2 2021 | Q2 2022 | 6 |
Keel Point, LLC | 4 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 6 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.01% | 0.16% | 0.56% | Q4 2019 | Q4 2022 | 6 |
Regal Wealth Group, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.12% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 4 | 2 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 6 |
Polar Capital LLP | 6 | 6 | 0.08% | 0.41% | 0.70% | Q2 2019 | Q3 2020 | 6 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.02% | 0.26% | 0.56% | Q4 2020 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Intersect Capital LLC | 5 | 1 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q4 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.12% | 0.25% | Q4 2020 | Q3 2022 | 6 |
Invenomic Capital Management LP | 6 | 6 | 0.29% | 0.80% | 1.18% | Q3 2021 | Q4 2022 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.18% | 0.36% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Western Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Nishkama Capital, LLC | 2 | 1 | 0.18% | 3.44% | 11.00% | Q4 2019 | Q2 2023 | 6 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.00% | 0.15% | 0.59% | Q3 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
GoldenTree Asset Management | 6 | 6 | 2.39% | 5.39% | 9.25% | Q2 2022 | Q3 2023 | 6 |
Board of Trustees of The Leland Stanford Junior University | 6 | 6 | 0.05% | 0.12% | 0.30% | Q2 2019 | Q3 2020 | 6 |
RICHELIEU GESTION SA | 6 | 6 | 1.98% | 2.70% | 3.09% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 3 | 1 | 2.77% | 3.72% | 4.67% | Q4 2021 | Q3 2023 | 6 |
ALPHA WINDWARD LLC | 6 | 6 | 0.06% | 0.23% | 0.41% | Q2 2019 | Q3 2020 | 6 |
Quinn Opportunity Partners LLC | 4 | 1 | 0.04% | 0.24% | 0.55% | Q1 2020 | Q3 2023 | 6 |
Hilltop Holdings Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Insight Advisors, LLC/ PA | 4 | 2 | 0.05% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 6 |
Blue Owl Capital Holdings LP | 5 | 1 | 0.09% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CMT Capital Markets Trading GmbH | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Capital Square, LLC | 6 | 6 | 0.17% | 0.30% | 0.35% | Q4 2019 | Q1 2021 | 6 |
Citizens Business Bank | 6 | 6 | 0.34% | 0.81% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 4 | 2 | 0.00% | 0.04% | 0.25% | Q4 2021 | Q2 2023 | 6 |
Alpine Global Management, LLC | 4 | 2 | 0.05% | 2.96% | 9.74% | Q4 2019 | Q2 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
GABELLI FUNDS LLC | 2 | 2 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2021 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quadrant Private Wealth Management, LLC | 4 | 2 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Wildcat Capital Management, LLC | 5 | 1 | 0.25% | 0.75% | 2.92% | Q1 2020 | Q2 2023 | 6 |
CADENCE BANK NA | 5 | 5 | 0.07% | 0.40% | 1.65% | Q3 2021 | Q3 2022 | 5 |
HAZLETT, BURT & WATSON, INC. | 3 | 2 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2020 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
TWIN CAPITAL MANAGEMENT INC | 5 | 5 | 0.09% | 0.13% | 0.18% | Q3 2020 | Q3 2021 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.58% | 0.95% | 1.37% | Q1 2020 | Q3 2023 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.04% | 0.11% | 0.17% | Q1 2020 | Q1 2021 | 5 |
PECONIC PARTNERS LLC | 5 | 5 | 0.30% | 2.56% | 5.36% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
ABNER HERRMAN & BROCK LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q4 2021 | 5 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 3 | 3 | 0.00% | 0.81% | 2.14% | Q3 2020 | Q1 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.14% | 1.03% | 1.75% | Q2 2019 | Q1 2022 | 5 |
MIG Capital, LLC | 5 | 5 | 4.40% | 5.17% | 5.79% | Q2 2021 | Q2 2022 | 5 |
PCJ Investment Counsel Ltd. | 5 | 5 | 0.27% | 1.12% | 3.21% | Q3 2022 | Q3 2023 | 5 |
Pariax, LLC | 5 | 5 | 4.71% | 5.55% | 6.25% | Q4 2021 | Q4 2022 | 5 |
GAM Holding AG | 3 | 2 | 0.64% | 0.83% | 1.02% | Q4 2020 | Q3 2023 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.09% | 0.17% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.01% | 1.00% | 3.47% | Q2 2019 | Q4 2021 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 1 | 0.00% | 0.09% | 0.24% | Q3 2021 | Q3 2023 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.08% | 0.31% | Q2 2019 | Q3 2021 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.14% | 1.44% | 2.93% | Q3 2022 | Q3 2023 | 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 1 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q2 2023 | 5 |
20/20 Capital Management, Inc. | 3 | 2 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q2 2021 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
VCU Investment Management Co | 5 | 5 | 2.12% | 2.32% | 2.62% | Q4 2020 | Q4 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.11% | 0.17% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
Skye Global Management LP | 4 | 4 | 0.19% | 1.10% | 2.22% | Q4 2019 | Q3 2020 | 5 |
Harbour Capital Advisors, LLC | 3 | 2 | 0.08% | 0.15% | 0.19% | Q1 2021 | Q4 2023 | 5 |
ThornTree Capital Partners LP | 2 | 1 | 2.63% | 5.45% | 9.10% | Q4 2019 | Q4 2021 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Forefront Analytics, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Cheyne Capital Management (UK) LLP | 5 | 5 | 1.26% | 2.15% | 3.18% | Q3 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
North Fourth Asset Management, LP | 2 | 1 | 0.33% | 1.15% | 1.73% | Q2 2019 | Q4 2021 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Price Wealth, LLC | 5 | 5 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q3 2020 | 5 |
STANSBERRY ASSET MANAGEMENT, LLC | 5 | 5 | 1.99% | 3.40% | 4.01% | Q1 2020 | Q1 2021 | 5 |
Newbrook Capital Advisors LP | 2 | 1 | 3.20% | 3.91% | 6.01% | Q4 2019 | Q3 2022 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Renaissance Capital LLC | 3 | 2 | 6.99% | 8.21% | 9.68% | Q4 2020 | Q1 2022 | 5 |
FIDUCIENT ADVISORS LLC | 5 | 5 | 0.37% | 1.31% | 1.88% | Q3 2022 | Q3 2023 | 5 |
TRH Financial, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q4 2021 | 5 |
BlueDrive Global Investors LLP | 5 | 5 | 8.31% | 10.38% | 11.56% | Q3 2021 | Q3 2022 | 5 |
Vanguard Capital Wealth Advisors | 4 | 1 | 0.35% | 0.59% | 0.88% | Q4 2021 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
CNB Bank | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
1834 INVESTMENT ADVISORS CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 5 |
Future Fund LLC | 3 | 1 | 0.36% | 1.08% | 3.04% | Q1 2022 | Q3 2023 | 5 |
BERKSHIRE CAPITAL HOLDINGS INC | 5 | 5 | 0.00% | 2.05% | 4.85% | Q3 2022 | Q3 2023 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.12% | 0.26% | 0.38% | Q4 2020 | Q4 2021 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.23% | 0.52% | Q3 2020 | Q2 2023 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 1 | 0.28% | 0.94% | 2.16% | Q3 2019 | Q3 2021 | 5 |
Crestline Management, LP | 3 | 1 | 0.03% | 0.07% | 0.17% | Q3 2020 | Q1 2022 | 5 |
Machina Capital S.A.S. | 3 | 2 | 0.11% | 0.20% | 0.42% | Q3 2019 | Q2 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
INHERENT GROUP, LP | 2 | 2 | 0.39% | 0.75% | 1.14% | Q3 2021 | Q3 2022 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Hidden Lake Asset Management LP | 3 | 2 | 1.09% | 6.18% | 15.31% | Q4 2019 | Q2 2022 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 1 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HERSHEY TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
PRW Wealth Management LLC | 3 | 2 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 5 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.07% | 0.45% | 0.62% | Q1 2021 | Q1 2022 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.49% | 0.71% | 0.94% | Q3 2019 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
GOODWIN DANIEL L | 5 | 5 | 0.39% | 1.34% | 2.05% | Q4 2019 | Q4 2020 | 5 |
Hartford Financial Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.14% | 0.22% | 0.28% | Q2 2020 | Q2 2021 | 5 |
RDA Financial Network | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.26% | 0.40% | Q2 2020 | Q2 2023 | 5 |
Hudock, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 5 |
DENDUR CAPITAL LP | 5 | 5 | 3.06% | 5.74% | 9.70% | Q4 2020 | Q4 2021 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2021 | 5 |
Aperture Investors, LLC | 3 | 1 | 0.10% | 0.54% | 0.82% | Q4 2019 | Q3 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.21% | 0.30% | Q1 2022 | Q1 2023 | 5 |
TPG GP A, LLC | 5 | 5 | 0.92% | 1.22% | 1.41% | Q4 2021 | Q4 2022 | 5 |
Avidian Wealth Solutions, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Prentice Capital Management, LP | 5 | 5 | 3.83% | 6.47% | 8.45% | Q4 2021 | Q4 2022 | 5 |
Perennial Investment Advisors, LLC | 3 | 2 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 5 |
CVA Family Office, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 0.07% | 0.14% | 0.17% | Q2 2019 | Q2 2020 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.02% | 0.47% | 1.00% | Q2 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Hickory Lane Capital Management LP | 5 | 5 | 1.21% | 2.10% | 3.18% | Q2 2021 | Q2 2022 | 5 |
Bellwether Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Lauterbach Financial Advisors, LLC | 4 | 1 | 0.21% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 5 |
Unison Asset Management LLC | 5 | 5 | 0.18% | 0.65% | 1.63% | Q3 2022 | Q3 2023 | 5 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.23% | 0.71% | 1.44% | Q2 2020 | Q4 2022 | 5 |
XN Exponent Advisors LLC | 4 | 4 | 1.07% | 4.16% | 6.52% | Q4 2020 | Q3 2021 | 5 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.07% | 0.28% | Q1 2020 | Q2 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Evolutionary Tree Capital Management, LLC | 3 | 2 | 1.16% | 2.87% | 4.55% | Q4 2020 | Q3 2023 | 5 |
Kerrisdale Advisers, LLC | 4 | 1 | 0.08% | 3.57% | 11.78% | Q2 2020 | Q2 2022 | 5 |
Concentric Capital Strategies, LP | 3 | 1 | 0.31% | 0.50% | 0.73% | Q1 2022 | Q3 2023 | 5 |
WCG Wealth Advisors LLC | 3 | 1 | 0.01% | 0.11% | 0.28% | Q2 2022 | Q3 2023 | 5 |
JABODON PT CO | 3 | 2 | 0.53% | 1.05% | 1.70% | Q4 2019 | Q1 2022 | 5 |
Westover Capital Advisors, LLC | 3 | 2 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 5 |
HGI Capital Management, LLC | 4 | 1 | 0.11% | 0.19% | 0.26% | Q4 2020 | Q1 2022 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.09% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Kamunting Street Capital Management, L.P. | 3 | 2 | 0.71% | 1.05% | 1.48% | Q4 2019 | Q3 2021 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.45% | 1.19% | 1.72% | Q3 2022 | Q3 2023 | 5 |
Jeereddi Investments, LP | 4 | 4 | 0.17% | 0.22% | 0.25% | Q3 2020 | Q2 2021 | 4 |
Apoletto Ltd | 4 | 4 | 0.00% | 52.12% | 86.45% | Q2 2019 | Q1 2020 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Qtron Investments LLC | 3 | 1 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 4 |
SORA INVESTORS LLC | 4 | 4 | 2.22% | 3.19% | 3.94% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.21% | 2.06% | 4.51% | Q3 2022 | Q3 2023 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 0.00% | 0.56% | 1.14% | Q3 2021 | Q2 2022 | 4 |
KPCB DGF II Associates, LLC | 4 | 4 | 44.86% | 64.49% | 73.61% | Q4 2019 | Q3 2020 | 4 |
Oribel Capital Management, LP | 4 | 4 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q1 2021 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.14% | 0.60% | 1.05% | Q3 2020 | Q3 2022 | 4 |
WealthPlan Investment Management, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q1 2023 | Q4 2023 | 4 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Reynders McVeigh Capital Management, LLC | 4 | 4 | 0.07% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KG&L Capital Management,LLC | 3 | 1 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q2 2021 | 4 |
DSC Advisors, L.P. | 3 | 1 | 0.16% | 0.20% | 0.28% | Q4 2019 | Q1 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.17% | 0.35% | 0.68% | Q2 2021 | Q1 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.36% | 0.57% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ACME, LLC | 4 | 4 | 5.82% | 50.83% | 100.00% | Q4 2019 | Q3 2020 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.28% | 0.44% | 0.66% | Q4 2022 | Q3 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
ANTIPODES PARTNERS Ltd | 4 | 4 | 1.81% | 3.55% | 5.86% | Q3 2019 | Q2 2020 | 4 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q1 2022 | 4 |
Greenwoods Asset Management Ltd | 4 | 4 | 0.17% | 0.33% | 0.75% | Q1 2020 | Q4 2020 | 4 |
Lead Edge Capital Management, LLC | 4 | 4 | 0.16% | 34.68% | 72.04% | Q4 2019 | Q3 2020 | 4 |
Warther Private Wealth, LLC | 3 | 1 | 0.76% | 1.14% | 1.44% | Q3 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2020 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.04% | 0.37% | 0.71% | Q4 2020 | Q4 2022 | 4 |
Alight Capital Management LP | 3 | 1 | 1.15% | 1.69% | 2.48% | Q4 2020 | Q3 2022 | 4 |
Horizon Family Wealth, Inc. | 3 | 1 | 0.22% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
COLONY GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
LONESTAR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.79% | 1.12% | 1.63% | Q4 2022 | Q3 2023 | 4 |
Sovarnum Capital L.P. | 4 | 4 | 1.68% | 2.50% | 2.88% | Q4 2020 | Q3 2021 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.10% | 0.19% | 0.34% | Q4 2022 | Q3 2023 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.04% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
Verde Servicos Internacionais S.A. | 4 | 4 | 1.06% | 1.57% | 2.96% | Q3 2021 | Q2 2022 | 4 |
Stonegate Investment Group, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q1 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Wunderlich Capital Managemnt | 2 | 2 | 0.49% | 0.53% | 0.58% | Q4 2021 | Q3 2023 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Gruss & Co., LLC | 3 | 1 | 0.50% | 2.73% | 4.28% | Q2 2019 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.12% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.92% | 1.49% | 2.31% | Q4 2022 | Q3 2023 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Granite Point Capital Management, L.P. | 3 | 1 | 0.11% | 0.24% | 0.41% | Q3 2020 | Q3 2022 | 4 |
SPX Gestao de Recursos Ltda | 3 | 1 | 0.01% | 0.69% | 1.65% | Q1 2021 | Q2 2022 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Sierra Capital LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Robbins Farley | 2 | 1 | 0.00% | 0.42% | 0.90% | Q4 2020 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 6.62% | 7.73% | 8.98% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.29% | 0.36% | 0.40% | Q3 2022 | Q2 2023 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
First Washington CORP | 4 | 4 | 1.18% | 1.60% | 1.85% | Q4 2022 | Q3 2023 | 4 |
LEO BROKERAGE, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Rizvi Traverse Management, LLC | 4 | 4 | 8.44% | 14.19% | 18.25% | Q4 2019 | Q3 2020 | 4 |
Nixon Capital, LLC | 4 | 4 | 3.99% | 6.34% | 8.25% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.34% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2021 | Q1 2023 | 4 |
SAX WEALTH ADVISORS, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BREAKLINE CAPITAL LLC | 2 | 1 | 1.58% | 2.03% | 2.52% | Q4 2019 | Q3 2021 | 4 |
Artal Group S.A. | 4 | 4 | 0.47% | 0.65% | 0.94% | Q2 2019 | Q1 2020 | 4 |
Cannell & Co. | 4 | 4 | 0.21% | 1.20% | 1.85% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Golden State Equity Partners | 2 | 1 | 0.01% | 0.12% | 0.23% | Q2 2021 | Q3 2023 | 4 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.08% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.07% | 0.18% | 0.33% | Q2 2019 | Q1 2020 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Third Point | 2 | 2 | 1.76% | 2.40% | 2.93% | Q1 2021 | Q3 2023 | 4 |
L & S Advisors Inc | 2 | 2 | 0.05% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.18% | 0.60% | Q2 2023 | Q3 2023 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.12% | 0.44% | 1.13% | Q4 2020 | Q3 2023 | 4 |
C2C Wealth Management, LLC | 4 | 4 | 0.10% | 0.30% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.21% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WESBANCO BANK INC | 2 | 2 | 0.03% | 0.11% | 0.28% | Q2 2021 | Q3 2023 | 4 |
HARVARD MANAGEMENT CO INC | 4 | 4 | 5.46% | 7.91% | 12.25% | Q4 2019 | Q3 2020 | 4 |
Cornerstone Advisory, LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.77% | 0.88% | 1.00% | Q3 2021 | Q2 2023 | 4 |
Essex Financial Services, Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Ovata Capital Management Ltd | 4 | 4 | 0.22% | 1.26% | 2.34% | Q1 2020 | Q4 2020 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 4 |
EMJ Capital Ltd. | 2 | 1 | 0.67% | 4.69% | 13.92% | Q4 2020 | Q3 2022 | 4 |
First Bank & Trust | 3 | 1 | 0.00% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 4 |
SCGE MANAGEMENT, L.P. | 2 | 2 | 0.54% | 3.31% | 6.43% | Q2 2019 | Q1 2023 | 4 |
BSW Wealth Partners | 3 | 1 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 4 |
Covenant Asset Management, LLC | 3 | 1 | 0.08% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Clearline Capital LP | 2 | 1 | 0.57% | 1.26% | 2.01% | Q4 2019 | Q2 2022 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 4 | 4 | 3.53% | 4.37% | 6.12% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management, LLC | 4 | 4 | 1.72% | 1.96% | 2.35% | Q4 2021 | Q3 2022 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 1.06% | 1.35% | 1.70% | Q4 2019 | Q3 2020 | 4 |
Wealthgate Family Office, LLC | 4 | 4 | 0.94% | 4.92% | 7.82% | Q4 2020 | Q3 2021 | 4 |
Capricorn Fund Managers Ltd | 3 | 1 | 0.24% | 0.71% | 1.47% | Q4 2021 | Q3 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.42% | 0.98% | 1.41% | Q4 2021 | Q3 2022 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 1 | 0.15% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 4 |
Calixto Global Investors, LP | 2 | 2 | 2.99% | 6.35% | 9.85% | Q4 2019 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
O'Neil Global Advisors, Inc. | 3 | 1 | 0.49% | 1.35% | 2.29% | Q3 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.12% | 0.23% | 0.34% | Q1 2020 | Q3 2021 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.28% | 0.63% | Q4 2020 | Q3 2021 | 4 |
Kinetic Partners Management, LP | 4 | 4 | 5.30% | 6.44% | 7.24% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.54% | 1.83% | 3.81% | Q4 2022 | Q3 2023 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 2 | 1 | 0.05% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 4 |
CLEAR STREET LLC | 1 | 1 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q2 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.21% | 0.34% | 0.43% | Q4 2022 | Q3 2023 | 4 |
MERIDIAN INVESTMENT COUNSEL INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
FIRST QUADRANT LLC/CA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Ziegler Capital Management, LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q1 2022 | 4 |
FOREFRONT WEALTH MANAGEMENT INC. | 2 | 1 | 0.22% | 0.28% | 0.34% | Q4 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
OSSIAM | 4 | 4 | 0.88% | 1.04% | 1.14% | Q1 2020 | Q4 2020 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 0.37% | 0.79% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Atalan Capital Partners, LP | 4 | 4 | 4.71% | 6.67% | 8.10% | Q1 2021 | Q4 2021 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.23% | 0.40% | 0.60% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.13% | 0.48% | Q4 2020 | Q4 2021 | 4 |
CPWM, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
GenTrust, LLC | 2 | 1 | 0.08% | 1.16% | 1.84% | Q4 2019 | Q4 2020 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.13% | 0.24% | 0.31% | Q1 2023 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 |
Lunia Capital LP | 2 | 1 | 1.92% | 2.15% | 2.48% | Q1 2020 | Q4 2020 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Leeward Financial Partners, LLC | 2 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q3 2023 | 3 |
BRANDYWINE MANAGERS, LLC | 3 | 3 | 0.38% | 1.07% | 2.08% | Q1 2023 | Q3 2023 | 3 |
COUNTRY TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 3 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 3 |
EMERALD ADVISERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.19% | 0.22% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.12% | 0.34% | 0.63% | Q3 2019 | Q4 2020 | 3 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
black-and-white Capital LP | 1 | 1 | 1.41% | 2.03% | 2.47% | Q2 2019 | Q1 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Redpoint Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DOWLING & YAHNKE LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 3 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.58% | 1.52% | 2.28% | Q3 2020 | Q2 2021 | 3 |
Lee Capital Holdings LLC | 2 | 1 | 0.33% | 0.54% | 0.81% | Q4 2020 | Q3 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.35% | 0.41% | 0.46% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
First Western Trust Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Provenire Capital, LLC | 2 | 1 | 1.46% | 2.53% | 4.26% | Q4 2019 | Q2 2021 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.50% | 0.80% | 1.01% | Q1 2023 | Q3 2023 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.08% | 0.21% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Atlas Principals, LLC | 2 | 2 | 0.88% | 1.54% | 2.75% | Q4 2020 | Q1 2021 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Half Sky Capital (UK) Ltd | 3 | 3 | 13.62% | 19.78% | 23.66% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.30% | 0.48% | 0.75% | Q4 2020 | Q3 2023 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 3 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.53% | 0.86% | 1.27% | Q2 2019 | Q1 2022 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
StoneX Group Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.28% | 0.36% | 0.40% | Q4 2020 | Q2 2021 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.06% | 0.07% | 0.11% | Q2 2019 | Q2 2021 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 3 |
Grove Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.16% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 3 |
Trek Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Renasant Bank | 3 | 3 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q2 2021 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q1 2023 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 3 | 3 | 3.86% | 4.45% | 4.82% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 3 |
III Capital Management | 2 | 1 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
MIK Capital, LP | 3 | 3 | 1.64% | 1.91% | 2.37% | Q4 2020 | Q2 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Williams Jones Wealth Management, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.05% | 0.14% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 1.88% | 2.84% | 3.76% | Q4 2021 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.86% | 1.31% | 1.93% | Q2 2019 | Q4 2019 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Frontier Wealth Management LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 3 |
Americana Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.01% | 0.08% | 0.17% | Q4 2020 | Q2 2021 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Comprehensive Financial Management LLC | 3 | 3 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
SRS Investment Management, LLC | 2 | 1 | 0.54% | 1.74% | 2.56% | Q4 2019 | Q2 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.07% | 0.11% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Archon Partners LLC | 2 | 1 | 0.91% | 1.12% | 1.29% | Q3 2020 | Q3 2023 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.69% | 0.82% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Filament LLC | 3 | 3 | 0.17% | 0.26% | 0.32% | Q4 2019 | Q2 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.04% | 0.09% | 0.17% | Q4 2019 | Q2 2020 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.40% | 1.31% | 2.18% | Q2 2021 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.62% | 0.66% | 0.72% | Q4 2020 | Q2 2021 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
JSF Financial, LLC | 3 | 3 | 0.27% | 0.71% | 1.01% | Q4 2019 | Q2 2020 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
QS Investors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.15% | 0.70% | 1.35% | Q3 2021 | Q3 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Alden Global Capital LLC | 3 | 3 | 2.04% | 3.54% | 6.30% | Q1 2023 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.30% | 1.17% | 2.76% | Q2 2019 | Q2 2020 | 3 |
RMR Wealth Builders | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q1 2021 | 3 |
Probabilities Fund Management, LLC | 3 | 3 | 0.48% | 0.54% | 0.64% | Q4 2020 | Q2 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 3 | 3 | 1.21% | 2.06% | 2.69% | Q4 2019 | Q2 2020 | 3 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.18% | 0.25% | 0.33% | Q1 2021 | Q2 2023 | 3 |
Long Focus Capital Management, LLC | 3 | 3 | 0.17% | 0.35% | 0.47% | Q4 2021 | Q2 2022 | 3 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ACT WEALTH MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
VALINOR MANAGEMENT, L.P. | 3 | 3 | 4.77% | 5.47% | 6.69% | Q2 2019 | Q4 2019 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q2 2022 | 3 |
One01 Capital, LP | 2 | 1 | 4.40% | 7.91% | 12.15% | Q1 2021 | Q3 2023 | 3 |
COWEN AND COMPANY, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Senator Investment Group LP | 3 | 3 | 3.03% | 3.36% | 3.87% | Q1 2023 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.38% | 0.86% | Q4 2021 | Q3 2023 | 3 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.09% | 0.69% | 1.86% | Q4 2020 | Q2 2022 | 3 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.08% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.24% | Q4 2022 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.18% | 0.32% | 0.46% | Q1 2020 | Q3 2020 | 3 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 1 | 1.50% | 1.89% | 2.24% | Q4 2021 | Q2 2023 | 3 |
EMG Holdings, L.P. | 2 | 2 | 0.02% | 0.20% | 0.30% | Q4 2021 | Q1 2022 | 3 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.19% | 0.33% | Q2 2019 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.04% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 3 |
BARINGS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.39% | 0.59% | 0.82% | Q4 2021 | Q3 2023 | 3 |
GraniteShares Advisors LLC | 1 | 1 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q2 2023 | 3 |
Connective Portfolio Management, LLC | 2 | 1 | 1.40% | 2.45% | 3.91% | Q1 2022 | Q3 2023 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.10% | 0.42% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.94% | 1.12% | 1.27% | Q1 2023 | Q3 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.37% | 0.66% | 1.17% | Q4 2021 | Q2 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ArchPoint Investors | 2 | 1 | 0.01% | 0.21% | 0.42% | Q4 2019 | Q4 2020 | 3 |
ANGELO GORDON & CO., L.P. | 2 | 1 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q4 2021 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q1 2021 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 0.17% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 3 |
FirstMark Capital OF I GP, LLC | 3 | 3 | 0.66% | 0.75% | 0.82% | Q4 2020 | Q2 2021 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 0.31% | 0.51% | 0.70% | Q2 2021 | Q4 2021 | 3 |
Foxhaven Asset Management, LP | 3 | 3 | 0.22% | 0.51% | 0.82% | Q2 2019 | Q4 2019 | 3 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.68% | 0.91% | 1.33% | Q2 2019 | Q1 2021 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
HARRIS ASSOCIATES L P | 3 | 3 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q1 2023 | 3 |
BEACON FINANCIAL GROUP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Missouri Trust & Investment Co | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 3 |
ANDERSON HOAGLAND & CO | 3 | 3 | 0.24% | 0.38% | 0.48% | Q1 2023 | Q3 2023 | 3 |
York Capital Management Global Advisors, LLC | 2 | 1 | 0.66% | 1.90% | 2.67% | Q1 2020 | Q1 2021 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.14% | 0.15% | 0.18% | Q2 2022 | Q4 2022 | 3 |
GENERAL AMERICAN INVESTORS CO INC | 3 | 3 | 0.97% | 1.19% | 1.41% | Q4 2022 | Q2 2023 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
M&R CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DEEPWATER ASSET MANAGEMENT, LLC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Lone Pine Capital | 3 | 3 | 0.49% | 0.59% | 0.78% | Q2 2019 | Q4 2019 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.08% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2020 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q1 2023 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Successful Portfolios LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 3 |
Melqart Asset Management (UK) Ltd | 3 | 3 | 0.40% | 0.76% | 0.99% | Q2 2021 | Q4 2021 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.15% | 0.21% | 0.32% | Q4 2020 | Q2 2021 | 3 |
ARROW FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
CAZ INVESTMENTS LP | 2 | 1 | 0.37% | 0.60% | 0.71% | Q2 2019 | Q1 2020 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Parametrica Management Ltd | 2 | 1 | 1.15% | 1.44% | 1.77% | Q1 2021 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.03% | 0.14% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Tanager Wealth Management LLP | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
J.Safra Asset Management Corp | 2 | 1 | 0.00% | 0.06% | 0.09% | Q2 2020 | Q4 2022 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.20% | 0.29% | 0.40% | Q3 2021 | Q1 2022 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.12% | 0.18% | 0.25% | Q3 2019 | Q4 2019 | 2 |
Park West Asset Management LLC | 2 | 2 | 3.40% | 4.09% | 4.78% | Q2 2023 | Q3 2023 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.17% | 0.92% | 1.68% | Q2 2023 | Q3 2023 | 2 |
First National Bank of Hutchinson | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.05% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Styrax Capital, LP | 1 | 1 | 4.64% | 6.28% | 7.93% | Q3 2022 | Q3 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Nokota Management, LP | 2 | 2 | 3.81% | 4.19% | 4.56% | Q3 2021 | Q4 2021 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q3 2021 | Q4 2021 | 2 |
ADAMS STREET PARTNERS LLC | 2 | 2 | 0.41% | 0.91% | 1.42% | Q4 2019 | Q1 2020 | 2 |
Franchise Capital Ltd | 1 | 1 | 1.17% | 1.71% | 2.25% | Q3 2022 | Q1 2023 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Partners Group Holding AG | 1 | 1 | 0.71% | 0.83% | 0.95% | Q4 2019 | Q4 2020 | 2 |
Lomas Capital Management, LLC | 2 | 2 | 2.80% | 3.25% | 3.69% | Q2 2019 | Q3 2019 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.68% | 2.07% | 3.46% | Q1 2023 | Q3 2023 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
RIA Advisory Group LLC | 1 | 1 | 0.22% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.03% | 0.62% | 1.20% | Q4 2019 | Q1 2021 | 2 |
BENEDICT FINANCIAL ADVISORS INC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Founders Fund V Management, LLC | 2 | 2 | 14.27% | 39.45% | 64.63% | Q4 2020 | Q1 2021 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 2 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 0.64% | 0.66% | 0.70% | Q2 2023 | Q3 2023 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.23% | 0.34% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Ruffer LLP | 2 | 2 | 0.68% | 0.75% | 0.82% | Q3 2020 | Q4 2020 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 2 | 2.19% | 4.81% | 7.43% | Q4 2021 | Q1 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Zimmer Partners, LP | 2 | 2 | 1.76% | 2.17% | 2.59% | Q2 2019 | Q3 2019 | 2 |
Ocean Capital Management, LLC | 2 | 2 | 0.32% | 0.39% | 0.47% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CANYON CAPITAL ADVISORS LLC | 2 | 2 | 0.96% | 1.16% | 1.37% | Q2 2019 | Q3 2019 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.44% | 0.46% | 0.49% | Q2 2023 | Q3 2023 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.12% | 0.37% | 0.62% | Q2 2023 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 3.86% | 4.14% | 4.43% | Q2 2023 | Q3 2023 | 2 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.23% | 0.34% | 0.44% | Q2 2021 | Q3 2021 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.42% | 0.49% | 0.57% | Q2 2023 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 1.14% | 2.14% | 3.15% | Q4 2021 | Q2 2022 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.09% | 0.17% | 0.25% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Night Owl Capital Management, LLC | 2 | 2 | 4.22% | 4.43% | 4.64% | Q2 2023 | Q3 2023 | 2 |
Capital Research Global Investors | 1 | 1 | 0.09% | 0.22% | 0.36% | Q2 2019 | Q3 2023 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Symmetry Investments LP | 2 | 2 | 1.40% | 1.74% | 2.08% | Q1 2021 | Q2 2021 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 2.48% | 4.03% | 5.59% | Q1 2021 | Q2 2021 | 2 |
Yong Rong (HK) Asset Management Ltd | 2 | 2 | 0.92% | 2.43% | 3.95% | Q4 2019 | Q1 2020 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 0.91% | 0.94% | 0.98% | Q2 2023 | Q3 2023 | 2 |
JAT Capital Mgmt LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.42% | 0.42% | 0.43% | Q3 2023 | Q3 2023 | 2 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Resolute Capital Asset Partners LLC | 1 | 1 | 1.53% | 2.41% | 3.28% | Q4 2021 | Q2 2023 | 2 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.42% | 2.13% | 2.84% | Q1 2022 | Q2 2022 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.38% | 0.65% | 0.93% | Q4 2022 | Q2 2023 | 2 |
Knighthead Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q3 2022 | Q1 2023 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.40% | 0.42% | 0.44% | Q1 2020 | Q2 2020 | 2 |
Bain Capital Public Equity, LP | 2 | 2 | 1.56% | 1.67% | 1.78% | Q4 2022 | Q1 2023 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.24% | 0.52% | 0.80% | Q2 2023 | Q3 2023 | 2 |
Plaisance Capital LLC | 2 | 2 | 0.59% | 0.90% | 1.20% | Q3 2021 | Q4 2021 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.19% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 2 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CHECK CAPITAL MANAGEMENT INC/CA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q2 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 7.12% | 7.55% | 7.97% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.12% | 0.29% | 0.47% | Q3 2020 | Q4 2020 | 2 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.84% | 2.71% | 3.57% | Q4 2019 | Q2 2020 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q2 2023 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.01% | 0.11% | 0.21% | Q4 2021 | Q1 2022 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.20% | 0.39% | Q4 2019 | Q1 2020 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 0.49% | 0.57% | 0.66% | Q4 2022 | Q1 2023 | 2 |
Friedenthal Financial | 2 | 2 | 0.48% | 0.49% | 0.50% | Q1 2023 | Q2 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.13% | 0.22% | 0.32% | Q1 2022 | Q1 2023 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.38% | 0.45% | 0.53% | Q2 2023 | Q3 2023 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Alta Wealth Advisors LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Next Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Essex Savings Bank | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Parian Global Management LP | 2 | 2 | 1.91% | 1.94% | 1.97% | Q4 2019 | Q1 2020 | 2 |
Clarus Group, Inc. | 1 | 1 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q2 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.20% | 0.22% | 0.25% | Q2 2021 | Q1 2022 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.12% | 0.24% | 0.37% | Q3 2023 | Q3 2023 | 2 |
SUMMIT PARTNERS L P | 2 | 2 | 28.04% | 33.41% | 38.77% | Q2 2019 | Q3 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.11% | 0.25% | 0.38% | Q1 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q3 2022 | Q2 2023 | 2 |
TBH Global Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q1 2021 | 2 |
Forest Avenue Capital Management LP | 2 | 2 | 2.12% | 3.46% | 4.81% | Q2 2023 | Q3 2023 | 2 |
Franklin Street Capital Partners, LLC | 2 | 2 | 1.33% | 3.84% | 6.34% | Q3 2021 | Q4 2021 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 0.75% | 0.96% | 1.18% | Q4 2022 | Q1 2023 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.00% | 0.76% | 1.51% | Q4 2021 | Q1 2022 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
12th Street Asset Management Company, LLC | 2 | 2 | 1.32% | 1.66% | 2.00% | Q2 2023 | Q3 2023 | 2 |
Trustees of Princeton University | 2 | 2 | 1.95% | 13.68% | 25.42% | Q4 2019 | Q1 2020 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 2 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 2.98% | 51.49% | 100.00% | Q2 2019 | Q3 2019 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Swedbank | 2 | 2 | 0.09% | 0.26% | 0.44% | Q3 2020 | Q4 2020 | 2 |
GFG Capital, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.33% | 1.70% | 2.06% | Q2 2023 | Q3 2023 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q2 2019 | 2 |
Antara Capital LP | 1 | 1 | 0.33% | 0.33% | 0.34% | Q3 2021 | Q1 2022 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
JMAC ENTERPRISES LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Dorsal Capital Management, LP | 1 | 1 | 2.56% | 3.35% | 4.13% | Q2 2019 | Q4 2020 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.32% | 0.36% | 0.39% | Q1 2020 | Q2 2020 | 2 |
HF Advisory Group, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.40% | 0.47% | 0.54% | Q4 2021 | Q1 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.20% | 0.24% | 0.29% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Beaumont Asset Management, L.L.C. | 2 | 2 | 0.33% | 0.42% | 0.52% | Q2 2023 | Q3 2023 | 2 |
John W. Brooker & Co., CPAs | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
WealthStone, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 1.22% | 1.35% | 1.48% | Q1 2021 | Q2 2021 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Benchmark Investment Advisors LLC | 2 | 2 | 0.58% | 0.87% | 1.15% | Q2 2023 | Q3 2023 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.17% | 0.25% | 0.34% | Q4 2020 | Q2 2021 | 2 |
Vishria Bird Financial Group, LLC | 2 | 2 | 0.37% | 0.49% | 0.62% | Q4 2019 | Q1 2020 | 2 |
Locust Wood Capital Advisers | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q2 2023 | Q3 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 1.15% | 1.30% | 1.46% | Q2 2023 | Q3 2023 | 2 |
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 2 | 2 | 12.45% | 19.26% | 26.06% | Q1 2020 | Q2 2020 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Leap Investments LP | 1 | 1 | 0.64% | 0.65% | 0.65% | Q3 2019 | Q2 2020 | 2 |
Junto Capital Management LP | 1 | 1 | 0.38% | 1.04% | 1.71% | Q1 2021 | Q3 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
TFB Advisors LLC | 2 | 2 | 0.12% | 0.26% | 0.40% | Q2 2023 | Q3 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 4.85% | 7.18% | 9.50% | Q2 2019 | Q3 2019 | 2 |
Greenwoods Asset Management Hong Kong Ltd. | 2 | 2 | 0.25% | 0.31% | 0.37% | Q1 2021 | Q2 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Merrion Investment Management Co, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.08% | 0.27% | 0.47% | Q4 2021 | Q3 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 1.15% | 1.37% | 1.59% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.54% | 0.75% | 0.97% | Q2 2021 | Q3 2021 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Shellback Capital, LP | 2 | 2 | 0.36% | 0.40% | 0.44% | Q4 2022 | Q1 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Saltoro Capital, LP | 1 | 1 | 0.21% | 0.46% | 0.71% | Q3 2021 | Q1 2022 | 2 |
Foresight Global Investors, Inc. | 2 | 2 | 0.55% | 0.72% | 0.88% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
KPCB GGF Associates, LLC | 2 | 2 | 23.42% | 61.71% | 100.00% | Q4 2019 | Q1 2020 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Birch Grove Capital LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.09% | 0.22% | 0.34% | Q3 2019 | Q4 2019 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 0.36% | 0.48% | 0.59% | Q2 2019 | Q3 2019 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 2 | 2 | 3.97% | 4.46% | 4.95% | Q2 2019 | Q3 2019 | 2 |
Brainard Capital Management LLC | 2 | 2 | 13.15% | 14.00% | 14.86% | Q4 2022 | Q1 2023 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 2 |
Timelo Investment Management Inc. | 1 | 1 | 1.56% | 1.62% | 1.69% | Q1 2023 | Q3 2023 | 2 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.16% | 0.32% | 0.48% | Q2 2019 | Q1 2020 | 2 |
Markel Corporation | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.47% | Q1 2022 | Q3 2023 | 2 |
Vantis Investment Advisers L.P. | 1 | 1 | 4.55% | 15.02% | 25.50% | Q1 2020 | Q4 2021 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Skylands Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.18% | 0.41% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 0.84% | 1.41% | 1.99% | Q4 2022 | Q1 2023 | 2 |
ZAZOVE ASSOCIATES LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
American Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.39% | 0.40% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.73% | 0.76% | 0.80% | Q2 2023 | Q3 2023 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
MITCHELL CAPITAL MANAGEMENT CO | 2 | 2 | 0.44% | 0.46% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Circle Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q1 2020 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Yarbrough Capital, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.59% | 0.61% | 0.63% | Q2 2020 | Q3 2020 | 2 |
Roger Wittlin Investment Advisory, LLC | 2 | 2 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q1 2022 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 6.97% | 8.33% | 9.70% | Q2 2019 | Q3 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 1.66% | 2.00% | 2.33% | Q2 2019 | Q3 2019 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.38% | 2.01% | 3.63% | Q3 2022 | Q3 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.79% | 1.00% | 1.22% | Q2 2023 | Q3 2023 | 2 |
SC US (TTGP), LTD. | 2 | 2 | 8.41% | 14.06% | 19.72% | Q2 2019 | Q3 2019 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.55% | 0.59% | 0.63% | Q3 2021 | Q3 2023 | 2 |
Woodson Capital Management, LP | 2 | 2 | 2.94% | 3.57% | 4.21% | Q2 2023 | Q3 2023 | 2 |
Cartenna Capital, LP | 2 | 2 | 1.63% | 3.68% | 5.73% | Q1 2021 | Q2 2021 | 2 |
Pictet Asset Management Holding SA | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
HHR Asset Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2021 | Q4 2021 | 1 |
Chanos & Co LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sio Capital Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2019 | Q2 2019 | 1 |
Whale Rock Capital Management | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2020 | Q4 2020 | 1 |
Anson Funds Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2020 | Q3 2020 | 1 |
Accuvest Global Advisors | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
VK Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hillhouse Capital Management | 1 | 1 | 22.25% | 22.25% | 22.25% | Q2 2019 | Q2 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2022 | Q3 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q2 2019 | Q2 2019 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2019 | Q2 2019 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2020 | Q4 2020 | 1 |
VICUS CAPITAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Portolan Capital Management | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Trivest Advisors Ltd | 1 | 1 | 4.27% | 4.27% | 4.27% | Q3 2023 | Q3 2023 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
Slate Path Capital LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2019 | Q2 2019 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2019 | Q2 2019 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q3 2023 | Q3 2023 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
HOERTKORN RICHARD CHARLES | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Avalon Global Asset Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2021 | Q1 2021 | 1 |
Family Firm, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ion Asset Management Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Foundation Capital, LLC | 1 | 1 | 46.51% | 46.51% | 46.51% | Q2 2019 | Q2 2019 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2019 | Q2 2019 | 1 |
GVO Asset Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.89% | 5.89% | 5.89% | Q1 2020 | Q1 2020 | 1 |
Lexington Partners L.P. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2020 | Q4 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Apertura Capital, LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Think Investments LP | 1 | 1 | 3.89% | 3.89% | 3.89% | Q2 2019 | Q2 2019 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
General Catalyst Group Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 4.06% | 4.06% | 4.06% | Q4 2021 | Q4 2021 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Invictus RG | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mn Services Vermogensbeheer B.V. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
RIPOSTE CAPITAL LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bellevue Group AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TRG Investments, LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2020 | Q4 2020 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2021 | Q1 2021 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 3.45% | 3.45% | 3.45% | Q3 2022 | Q3 2022 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stormborn Capital Management, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q1 2022 | Q1 2022 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Hapanowicz & Associates Financial Services, Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
GQG Partners LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
General Equity Holdings LP | 1 | 1 | 6.10% | 6.10% | 6.10% | Q4 2019 | Q4 2019 | 1 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fore Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2019 | Q2 2019 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2020 | Q1 2020 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2021 | Q4 2021 | 1 |
SYCOMORE ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Voss Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
G&S Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Optimus Prime Fund Management Co., Ltd. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Greenhaven Road Investment Management, L.P. | 1 | 1 | 7.70% | 7.70% | 7.70% | Q1 2020 | Q1 2020 | 1 |
FORA Capital, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Jeneq Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Discovery Value Fund | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Chapman Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2022 | Q1 2022 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CPV Partners, LLC | 1 | 1 | 45.71% | 45.71% | 45.71% | Q4 2019 | Q4 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
H2O AM LLP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2019 | Q4 2019 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Stony Point Capital LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2021 | Q1 2021 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kent Lake Capital LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2021 | Q4 2021 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2020 | Q1 2020 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
6elm Capital LP | 1 | 1 | 6.26% | 6.26% | 6.26% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Chimera Capital Management LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2022 | Q1 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Greenspring Associates, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cota Capital Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
High Note Wealth, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Souders Financial Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sycale Advisors (NY) LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 4.71% | 4.71% | 4.71% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AM INVESTMENT STRATEGIES LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
LifePro Asset Management | 1 | 1 | 3.00% | 3.00% | 3.00% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 7.04% | 7.04% | 7.04% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tenere Capital LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2023 | Q3 2023 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Bank of New Hampshire | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CV Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
VELA Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Czech National Bank | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2023 | Q4 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Greycroft LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Family CFO Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Western Financial Corp/CA | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Compound Global Advisors, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2022 | Q4 2022 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Madrone Advisors, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2023 | Q3 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Kampmann Melissa S. | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
JACOBS & CO/CA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q4 2023 | Q4 2023 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2021 | Q3 2021 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 11.47% | 11.47% | 11.47% | Q4 2019 | Q4 2019 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Redmile Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own UBER TECHNOLOGIES INC or have owned UBER TECHNOLOGIES INC in the past.