UIPATH INC shareholder history

Current and past UIPATH INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 10100.00%0.02%0.08%Q2 2021Q3 202330
Citadel Advisors 10100.00%0.00%0.01%Q2 2021Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10100.00%0.00%0.01%Q2 2021Q3 202330
WOLVERINE TRADING, LLC 10100.00%0.00%0.01%Q2 2021Q3 202330
Walleye Trading LLC 10100.00%0.01%0.03%Q2 2021Q3 202326
PEAK6 Investments LLC 10100.00%0.03%0.16%Q2 2021Q3 202324
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202319
JANE STREET GROUP, LLC 10100.00%0.00%0.01%Q2 2021Q3 202318
HAP Trading, LLC 630.00%0.02%0.08%Q2 2021Q3 202318
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q3 202317
Parallax Volatility Advisers, L.P. 420.00%0.00%0.00%Q3 2021Q3 202316
Cubist Systematic Strategies, LLC 10100.00%0.04%0.14%Q2 2021Q3 202316
HighTower Advisors, LLC 10100.00%0.02%0.06%Q2 2021Q3 202316
TUDOR INVESTMENT CORP ET AL 810.01%0.06%0.23%Q2 2021Q3 202315
MILLENNIUM MANAGEMENT LLC 10100.00%0.01%0.06%Q2 2021Q3 202315
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2021Q3 202313
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q3 2021Q3 202313
Squarepoint Ops LLC 540.00%0.02%0.06%Q2 2021Q3 202312
Walleye Capital LLC 510.00%0.01%0.06%Q2 2021Q3 202312
TWO SIGMA SECURITIES, LLC 660.00%0.01%0.03%Q2 2022Q3 202312
Banque Cantonale Vaudoise 990.00%0.00%0.01%Q3 2021Q3 202311
Renaissance Capital LLC 11110.14%1.30%2.97%Q2 2021Q4 202311
BARCLAYS PLC 770.00%0.00%0.01%Q1 2022Q3 202311
BESSEMER GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.01%Q2 2021Q3 202310
SC US (TTGP), LTD. 10100.31%1.46%3.74%Q2 2021Q3 202310
NORTHERN TRUST CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
HARBOURVEST PARTNERS LLC 10100.21%0.38%0.71%Q2 2021Q3 202310
VICTORY CAPITAL MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
HSBC HOLDINGS PLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Accel Growth Fund IV Associates L.L.C. 101053.32%75.68%100.00%Q2 2021Q3 202310
OPPENHEIMER & CO INC 10100.02%0.04%0.07%Q2 2021Q3 202310
abrdn plc 10100.00%0.00%0.01%Q2 2021Q3 202310
Utah Retirement Systems 10100.01%0.02%0.03%Q2 2021Q3 202310
CITIGROUP INC 10100.00%0.00%0.01%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.01%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.00%0.01%0.02%Q2 2021Q3 202310
PRICE T ROWE ASSOCIATES INC /MD/ 10100.01%0.06%0.17%Q2 2021Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10100.00%0.00%0.00%Q2 2021Q3 202310
CREDIT SUISSE AG/ 10100.00%0.00%0.01%Q2 2021Q3 202310
ARK Investment Management 10101.50%4.07%6.20%Q2 2021Q3 202310
VANGUARD GROUP INC 10100.00%0.01%0.03%Q2 2021Q3 202310
SIGNATUREFD, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10100.00%0.00%0.00%Q2 2021Q3 202310
BRANDYWINE MANAGERS, LLC 10105.43%15.36%21.12%Q2 2021Q3 202310
Madrona Venture Group, LLC 10103.53%4.54%8.39%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
SAPPHIRE VENTURES, L.L.C. 10100.78%1.14%1.97%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.01%0.01%Q2 2021Q3 202310
WELLS FARGO & COMPANY/MN 10100.00%0.00%0.00%Q2 2021Q3 202310
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202310
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.00%0.00%0.01%Q2 2021Q3 202310
BANK OF AMERICA CORP /DE/ 10100.00%0.00%0.01%Q2 2021Q3 202310
Alkeon Capital Management 10100.07%0.63%1.12%Q2 2021Q3 202310
DEUTSCHE BANK AG\ 10100.00%0.00%0.01%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
Sands Capital Management 10100.00%0.08%0.50%Q2 2021Q3 202310
ROYAL BANK OF CANADA 10100.00%0.00%0.00%Q2 2021Q3 202310
D. E. Shaw & Co., Inc. 710.00%0.01%0.02%Q2 2021Q3 202310
Mirae Asset Global Investments Co., Ltd. 10100.00%0.08%0.20%Q2 2021Q3 202310
Alphabet Inc. 10109.06%16.16%40.17%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FMR LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
ENVESTNET ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
GILDER GAGNON HOWE & CO LLC 10100.00%0.04%0.16%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 10100.00%0.00%0.01%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Sandy Spring Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
Tower Research Capital LLC (TRC) 10100.00%0.01%0.03%Q2 2021Q3 202310
BlackRock Inc. 10100.00%0.01%0.01%Q2 2021Q3 202310
Mutual Advisors, LLC 990.00%0.03%0.08%Q3 2021Q3 202310
Nuveen Asset Management, LLC 630.00%0.01%0.05%Q2 2021Q3 202310
CAPITAL FUND MANAGEMENT S.A. 550.01%0.02%0.05%Q3 2022Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
First Horizon Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Nikko Asset Management Americas, Inc. 10101.61%4.13%5.26%Q2 2021Q3 202310
SteelPeak Wealth, LLC 990.00%0.02%0.05%Q3 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.01%0.01%Q2 2021Q3 202310
WELLINGTON MANAGEMENT GROUP LLP 10100.00%0.03%0.11%Q2 2021Q3 202310
GOLDMAN SACHS GROUP INC 10100.03%0.04%0.06%Q2 2021Q3 202310
Bank of New York Mellon Corp 990.00%0.01%0.01%Q3 2021Q3 20239
Summit Trail Advisors, LLC 630.18%0.48%0.86%Q2 2021Q3 20239
IEQ CAPITAL, LLC 990.22%0.44%1.05%Q3 2021Q3 20239
Global Retirement Partners, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
UBS ASSET MANAGEMENT AMERICAS INC 810.00%0.00%0.01%Q2 2021Q3 20239
Archford Capital Strategies, LLC 990.05%0.08%0.11%Q3 2021Q3 20239
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 990.01%0.01%0.01%Q3 2021Q3 20239
AMERIPRISE FINANCIAL INC 810.00%0.00%0.00%Q2 2021Q3 20239
FIRST TRUST ADVISORS LP 990.00%0.01%0.02%Q3 2021Q3 20239
GEODE CAPITAL MANAGEMENT, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
180 WEALTH ADVISORS, LLC 990.11%0.50%0.73%Q3 2021Q3 20239
J.P. Morgan Private Wealth Advisors LLC 990.00%0.00%0.01%Q3 2021Q3 20239
TWO SIGMA INVESTMENTS, LP 990.01%0.16%0.39%Q3 2021Q3 20239
Invesco Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
Amundi 990.00%0.00%0.01%Q3 2021Q3 20239
CIBC Asset Management Inc 990.00%0.00%0.00%Q3 2021Q3 20239
Legal & General Group Plc 990.00%0.01%0.01%Q3 2021Q3 20239
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Clearstead Advisors, LLC 990.00%0.02%0.07%Q3 2021Q3 20239
Sumitomo Mitsui Trust Holdings, Inc. 630.24%0.35%0.46%Q2 2021Q3 20239
GREAT WEST LIFE ASSURANCE CO /CAN/ 990.02%0.04%0.05%Q3 2021Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q2 2021Q3 20239
FIRST MANHATTAN CO. LLC. 990.00%0.00%0.00%Q3 2021Q3 20239
Adero Partners, LLC 990.05%0.56%2.15%Q3 2021Q3 20239
Cambridge Investment Research Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
LPL Financial LLC 630.00%0.00%0.01%Q2 2021Q3 20239
Verition Fund Management LLC 990.00%0.02%0.03%Q3 2021Q3 20239
STATE STREET CORP 990.00%0.00%0.01%Q3 2021Q3 20239
FDx Advisors, Inc. 990.01%0.02%0.04%Q3 2021Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Interchange Capital Partners, LLC 880.01%0.24%0.36%Q4 2021Q3 20239
MetLife Investment Management, LLC 720.00%0.02%0.09%Q2 2021Q3 20239
Centiva Capital, LP 510.00%0.01%0.03%Q3 2021Q3 20239
StepStone Group LP 992.96%4.93%6.91%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.01%0.01%Q3 2021Q3 20239
Sands Capital Ventures, LLC 9913.29%18.36%30.24%Q3 2021Q3 20239
Advisors Asset Management, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
WHITTIER TRUST CO 990.00%0.00%0.00%Q3 2021Q3 20239
Kistler-Tiffany Companies, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
BENJAMIN EDWARDS INC 990.01%0.01%0.01%Q3 2021Q3 20239
Cota Capital Management, LLC 883.18%5.14%6.75%Q4 2021Q3 20238
Vontobel Holding Ltd. 530.01%0.02%0.02%Q2 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CKW FINANCIAL GROUP 880.00%0.00%0.00%Q4 2021Q3 20238
Tradewinds Capital Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.06%Q4 2021Q3 20238
PDT Partners, LLC 880.19%0.39%0.55%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.02%0.05%Q4 2021Q3 20238
ROYAL LONDON ASSET MANAGEMENT LTD 880.01%0.01%0.01%Q4 2021Q3 20238
Ensign Peak Advisors, Inc 420.00%0.00%0.01%Q2 2021Q3 20238
Carmichael Hill & Associates, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Janney Montgomery Scott LLC 530.00%0.00%0.01%Q2 2021Q2 20238
HHM Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
M&T BANK CORP 620.00%0.00%0.01%Q3 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Burleson & Company, LLC 770.00%0.35%1.04%Q2 2021Q4 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Retirement Group, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HHLR ADVISORS, LTD. 880.04%0.07%0.10%Q2 2021Q1 20238
ExodusPoint Capital Management, LP 510.01%0.04%0.09%Q2 2021Q3 20238
SG Americas Securities, LLC 620.00%0.01%0.01%Q2 2021Q3 20238
TD ASSET MANAGEMENT INC 620.00%0.01%0.04%Q2 2021Q3 20238
IFP Advisors, Inc 880.00%0.00%0.01%Q4 2021Q3 20238
NEW YORK STATE COMMON RETIREMENT FUND 620.00%0.01%0.01%Q3 2021Q3 20238
SRS Capital Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
MACQUARIE GROUP LTD 530.00%0.00%0.01%Q2 2021Q3 20238
AlpInvest Partners B.V. 620.18%2.98%6.34%Q2 2021Q3 20238
Congress Park Capital LLC 880.14%0.21%0.25%Q4 2021Q3 20238
STATE OF WISCONSIN INVESTMENT BOARD 620.00%0.01%0.01%Q2 2021Q3 20238
Jasper Ridge Partners, L.P. 880.05%0.08%0.13%Q2 2021Q1 20238
PFS Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
West Branch Capital LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AVIVA PLC 880.00%0.01%0.02%Q4 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.01%Q4 2021Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
GUGGENHEIM CAPITAL LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Eagle Bay Advisors LLC 320.00%0.01%0.02%Q2 2021Q3 20238
D.A. DAVIDSON & CO. 880.01%0.02%0.04%Q4 2021Q3 20238
DekaBank Deutsche Girozentrale 320.00%0.03%0.10%Q2 2021Q3 20238
Coatue Management 620.24%1.01%2.98%Q2 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q4 2021Q2 20237
STEPHENS INC /AR/ 770.00%0.00%0.00%Q1 2022Q3 20237
Renaissance Technologies 770.03%0.09%0.12%Q1 2022Q3 20237
Horan Securities, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
CANADA PENSION PLAN INVESTMENT BOARD 770.00%0.01%0.01%Q1 2022Q3 20237
Silver Lake Group, L.L.C. 770.08%0.17%0.37%Q2 2021Q4 20227
HRT FINANCIAL LP 310.00%0.08%0.16%Q2 2021Q3 20237
CENTAURUS FINANCIAL, INC. 770.02%0.04%0.04%Q1 2022Q3 20237
EDMOND DE ROTHSCHILD HOLDING S.A. 430.00%0.01%0.03%Q2 2021Q1 20237
Clearview Wealth Advisors LLC 770.00%0.00%0.00%Q4 2021Q2 20237
State of Wyoming 430.00%0.03%0.11%Q3 2021Q3 20237
Stanley-Laman Group, Ltd. 430.09%0.81%1.12%Q3 2021Q3 20237
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.00%0.01%0.01%Q1 2022Q3 20237
TFG Asset Management GP Ltd 770.98%5.16%10.30%Q1 2022Q3 20237
LAZARD ASSET MANAGEMENT LLC 610.00%0.02%0.05%Q2 2021Q3 20237
Sierra Capital LLC 770.00%0.00%0.01%Q2 2021Q4 20227
VOLORIDGE INVESTMENT MANAGEMENT, LLC 520.02%0.05%0.09%Q4 2021Q3 20237
Stephens Investment Management Group LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 520.00%0.00%0.01%Q3 2021Q3 20237
MML INVESTORS SERVICES, LLC 520.00%0.00%0.01%Q2 2021Q3 20237
Founders Circle Capital LLC 772.90%6.49%13.63%Q2 2021Q4 20227
Optimus Prime Fund Management Co., Ltd. 770.23%0.32%0.70%Q2 2021Q4 20227
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.00%Q4 2021Q3 20237
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
TWO SIGMA ADVISERS, LP 770.01%0.08%0.28%Q1 2022Q3 20237
DIMENSIONAL FUND ADVISORS LP 770.00%0.00%0.01%Q1 2022Q3 20237
Gotham Asset Management, LLC 410.01%0.06%0.10%Q2 2021Q3 20237
GROUP ONE TRADING, L.P. 430.00%0.00%0.01%Q3 2021Q3 20237
Orion Capital Management LLC 610.01%0.01%0.02%Q4 2021Q3 20237
ALBION FINANCIAL GROUP /UT 770.00%0.00%0.00%Q4 2021Q2 20237
PIN OAK INVESTMENT ADVISORS INC 770.01%0.02%0.04%Q4 2021Q2 20237
Liberty Mutual Group Asset Management Inc. 430.05%0.10%0.18%Q2 2021Q2 20237
Institutional Venture Management XVI, LLC 778.31%25.95%55.78%Q2 2021Q4 20227
Geneos Wealth Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q2 2021Q1 20237
Performa Ltd (US), LLC 770.00%0.00%0.01%Q1 2022Q3 20237
VOYA INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
COMERICA BANK 510.00%0.00%0.00%Q2 2021Q3 20236
PRUDENTIAL FINANCIAL INC 660.00%0.00%0.00%Q2 2022Q3 20236
Neuberger Berman Group LLC 420.00%0.00%0.00%Q2 2021Q3 20236
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q2 2022Q3 20236
Front Row Advisors LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Motley Fool Asset Management LLC 310.00%0.01%0.02%Q4 2021Q3 20236
Altimeter Capital Management 660.06%0.80%1.60%Q2 2021Q3 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.05%0.12%Q2 2021Q3 20236
AMERICAN CENTURY COMPANIES INC 420.00%0.01%0.03%Q1 2022Q3 20236
Tidal Investments LLC 660.01%0.02%0.04%Q2 2022Q3 20236
WHITTIER TRUST CO OF NEVADA INC 660.00%0.00%0.00%Q3 2021Q4 20226
Engineers Gate Manager LP 310.01%0.04%0.07%Q2 2021Q2 20236
Treasurer of the State of North Carolina 660.01%0.01%0.02%Q2 2022Q3 20236
Zions Bancorporation, N.A. 510.00%0.02%0.03%Q2 2021Q3 20236
Concord Wealth Partners 410.00%0.01%0.03%Q4 2021Q3 20236
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 660.01%0.01%0.01%Q2 2022Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.01%0.01%0.01%Q2 2022Q3 20236
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.02%0.04%Q2 2021Q3 20226
KEYBANK NATIONAL ASSOCIATION/OH 660.02%0.03%0.04%Q2 2022Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
RHUMBLINE ADVISERS 660.01%0.01%0.01%Q2 2022Q3 20236
Trexquant Investment LP 510.04%0.15%0.30%Q4 2021Q3 20236
MASSMUTUAL TRUST CO FSB/ADV 660.00%0.00%0.00%Q3 2022Q4 20236
CENTRAL TRUST Co 510.00%0.00%0.01%Q3 2021Q3 20236
TSFG, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
AtonRa Partners 660.65%0.83%1.18%Q2 2022Q3 20236
Parkside Financial Bank & Trust 660.00%0.00%0.00%Q2 2022Q3 20236
QUADRANT CAPITAL GROUP LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Phoenix Wealth Advisors 510.13%0.23%0.53%Q3 2021Q3 20236
TCI Wealth Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
C M BIDWELL & ASSOCIATES LTD 420.00%0.02%0.07%Q1 2022Q3 20236
Man Group plc 310.00%0.02%0.03%Q4 2021Q3 20236
AMALGAMATED BANK 660.01%0.01%0.01%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.04%0.13%Q2 2022Q3 20236
XPONANCE, INC. 660.00%0.01%0.01%Q2 2022Q3 20236
Daiwa Securities Group Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 660.00%0.01%0.01%Q2 2022Q3 20236
ALPS ADVISORS INC 660.01%0.01%0.02%Q2 2022Q3 20236
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
Vanguard Personalized Indexing Management, LLC 660.01%0.03%0.05%Q2 2022Q3 20236
Allworth Financial LP 550.00%0.00%0.00%Q3 2022Q3 20235
ProShare Advisors LLC 550.00%0.00%0.00%Q3 2021Q3 20225
FRONTIER CAPITAL MANAGEMENT CO LLC 320.00%0.10%0.29%Q2 2022Q3 20235
PRINCETON CAPITAL MANAGEMENT LLC 550.07%0.09%0.13%Q3 2022Q3 20235
HAMILTON LANE ADVISORS LLC 320.22%1.32%3.52%Q2 2021Q1 20235
Meritech Capital Associates VI L.L.C. 5511.10%15.63%25.19%Q4 2021Q4 20225
Sutton Wealth Advisors Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
ADAMS STREET PARTNERS LLC 210.04%1.64%3.33%Q2 2021Q3 20235
XTX Topco Ltd 310.04%0.16%0.36%Q1 2022Q3 20235
Cribstone Capital Management, LLC 550.01%0.01%0.02%Q4 2021Q4 20225
COMERICA SECURITIES,INC. 550.01%0.02%0.02%Q2 2021Q2 20225
Tyler-Stone Wealth Management 320.01%0.01%0.02%Q2 2022Q3 20235
Skandinaviska Enskilda Banken AB (publ) 550.01%0.01%0.02%Q3 2022Q3 20235
ClearBridge Investments 550.11%0.16%0.19%Q2 2021Q2 20225
Adalta Capital Management LLC 550.01%0.06%0.14%Q3 2021Q3 20225
Dynamic Technology Lab Private Ltd 320.02%0.13%0.28%Q1 2022Q2 20235
Weiss Multi-Strategy Advisers LLC 330.01%0.03%0.08%Q4 2022Q2 20235
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.01%Q2 2021Q2 20225
ASSETMARK, INC 550.00%0.00%0.00%Q2 2021Q2 20225
Jefferies Group LLC 550.00%0.01%0.02%Q3 2021Q3 20225
Lindbrook Capital, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Vestmark Advisory Solutions, Inc. 550.01%0.02%0.02%Q2 2021Q2 20225
Dynamic Advisor Solutions LLC 320.01%0.02%0.04%Q3 2021Q4 20225
Senvest Management, LLC 410.12%1.84%4.12%Q4 2021Q3 20235
Glassman Wealth Services 550.00%0.00%0.00%Q3 2022Q3 20235
Empowered Funds, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Riverview Trust Co 550.01%0.02%0.02%Q3 2022Q3 20235
Covestor Ltd 550.01%0.01%0.01%Q3 2022Q3 20235
LA FINANCIERE DE L'ECHIQUIER 550.53%0.86%1.10%Q2 2021Q2 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SVB WEALTH LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Capital Advisors, Ltd. LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Magnetar Financial LLC 210.00%0.01%0.01%Q2 2021Q3 20235
Maryland State Retirement & Pension System 410.01%0.01%0.02%Q2 2022Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
EVOKE WEALTH, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Resolute Advisors LLC 550.00%0.00%0.01%Q3 2021Q3 20225
AIGEN INVESTMENT MANAGEMENT, LP 320.03%0.22%0.42%Q3 2021Q1 20235
UBS OCONNOR LLC 210.01%0.03%0.04%Q3 2021Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.01%0.01%Q2 2021Q2 20225
Portman Ltd 5517.88%29.71%38.71%Q3 2021Q3 20225
NORGES BANK 550.01%0.01%0.01%Q4 2021Q4 20225
JANICZEK WEALTH MANAGEMENT, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Wealthfront Advisers LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Spire Wealth Management 320.00%0.00%0.01%Q2 2022Q3 20235
Alpha Paradigm Partners, LLC 550.03%0.09%0.15%Q3 2021Q3 20225
Allianz Asset Management GmbH 550.01%0.10%0.23%Q2 2021Q2 20225
OPPENHEIMER ASSET MANAGEMENT INC. 550.01%0.01%0.01%Q2 2021Q2 20225
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q4 2021Q3 20235
Blue Owl Capital Holdings LP 550.13%0.19%0.33%Q4 2021Q4 20225
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DnB Asset Management AS 440.01%0.01%0.01%Q1 2023Q4 20234
ACADIAN ASSET MANAGEMENT LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Intellectus Partners, LLC 440.07%0.10%0.12%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 310.00%0.00%0.00%Q3 2021Q3 20234
Sculptor Capital LP 220.05%0.26%0.80%Q2 2021Q3 20214
Quadrature Capital Ltd 440.02%0.07%0.12%Q4 2022Q3 20234
Twin Tree Management, LP 310.00%0.00%0.01%Q2 2022Q3 20234
Horrell Capital Management, Inc. 440.25%0.31%0.34%Q4 2022Q3 20234
Handelsbanken Fonder AB 440.00%0.01%0.01%Q4 2022Q3 20234
GTS SECURITIES LLC 220.00%0.01%0.04%Q2 2023Q3 20234
Allspring Global Investments Holdings, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Laird Norton Wetherby Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.05%0.09%Q2 2021Q1 20234
FourThought Financial, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
GSA CAPITAL PARTNERS LLP 440.02%0.08%0.13%Q3 2022Q2 20234
Jump Financial, LLC 210.02%0.04%0.07%Q4 2021Q2 20234
FOX RUN MANAGEMENT, L.L.C. 310.06%0.13%0.19%Q2 2022Q2 20234
TIGER GLOBAL MANAGEMENT LLC 440.03%0.80%1.32%Q2 2021Q1 20224
INVICTUS PRIVATE WEALTH, LLC 440.26%0.33%0.45%Q4 2022Q3 20234
Whale Rock Capital Management 440.30%0.48%0.68%Q2 2021Q1 20224
TITLEIST CAPITAL, LLC 440.06%0.10%0.14%Q1 2022Q4 20224
Newbridge Financial Services Group, Inc. 220.00%0.01%0.01%Q4 2021Q3 20234
Rafferty Asset Management, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Bayesian Capital Management, LP 210.05%0.26%0.38%Q4 2021Q3 20234
Itau Unibanco Holding S.A. 440.00%0.00%0.00%Q2 2022Q1 20234
OPTIMUM INVESTMENT ADVISORS 310.00%0.00%0.00%Q1 2022Q1 20234
Rathbones Group PLC 310.00%0.00%0.01%Q2 2021Q3 20234
Blueshift Asset Management, LLC 210.01%0.08%0.21%Q2 2021Q3 20224
Mission Creek Capital Partners, Inc. 210.21%1.17%2.41%Q2 2021Q1 20234
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.04%0.09%Q3 2021Q3 20234
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q3 2022Q2 20234
WIT, LLC 220.01%0.04%0.13%Q2 2021Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
NATIXIS 440.01%0.01%0.02%Q2 2022Q1 20234
OCCUDO QUANTITATIVE STRATEGIES LP 220.05%0.11%0.20%Q4 2021Q1 20234
NISA INVESTMENT ADVISORS, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Balentine LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CLEAR STREET MARKETS LLC 210.00%0.02%0.03%Q2 2021Q4 20224
Vident Investment Advisory, LLC 440.00%0.01%0.03%Q3 2022Q2 20234
CHANNEL WEALTH LLC 440.11%0.12%0.13%Q1 2023Q4 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q3 2021Q2 20224
OSSIAM 440.00%0.00%0.00%Q3 2022Q2 20234
MARSHALL WACE, LLP 310.00%0.01%0.02%Q1 2022Q1 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
FEDERATED HERMES, INC. 220.00%0.00%0.00%Q2 2022Q3 20234
Vanderbilt University 220.05%0.20%0.31%Q2 2021Q2 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q1 2022Q3 20234
Aquatic Capital Management LLC 440.02%0.11%0.17%Q4 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 310.00%0.00%0.00%Q1 2022Q3 20234
STRS OHIO 310.00%0.01%0.03%Q3 2021Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.02%0.04%Q3 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q3 2021Q2 20224
Dragoneer Investment Group 440.02%1.43%4.83%Q2 2021Q1 20224
Point72 Asset Management, L.P. 110.01%0.01%0.03%Q1 2022Q3 20234
VitalStone Financial, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Twenty Acre Capital LP 444.21%4.62%5.10%Q2 2022Q1 20234
Versant Capital Management, Inc 310.00%0.00%0.00%Q2 2022Q4 20234
Quent Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Russell Investments Group, Ltd. 310.00%0.00%0.00%Q2 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q1 2022Q3 20234
STATE OF MICHIGAN RETIREMENT SYSTEM 220.01%0.03%0.05%Q2 2021Q3 20234
TWINBEECH CAPITAL LP 310.07%0.12%0.21%Q4 2021Q1 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 330.00%0.01%0.01%Q1 2023Q3 20233
KB FINANCIAL PARTNERS, LLC 210.00%0.01%0.01%Q2 2021Q1 20223
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Snowden Capital Advisors LLC 210.02%0.03%0.05%Q2 2021Q1 20223
Board of Trustees of The Leland Stanford Junior University 210.07%0.22%0.36%Q3 2022Q2 20233
FORD FOUNDATION 330.57%0.80%0.99%Q4 2021Q2 20223
Triumph Capital Management 330.21%0.26%0.29%Q2 2021Q4 20213
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
O'Shares Investment Advisers, LLC 330.19%0.34%0.49%Q3 2021Q1 20223
NEXT Financial Group, Inc 330.00%0.00%0.01%Q2 2021Q4 20213
MARYLAND CAPITAL ADVISORS INC. 210.00%0.00%0.01%Q3 2022Q3 20233
MARSICO CAPITAL MANAGEMENT LLC 330.07%0.08%0.08%Q4 2021Q2 20223
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
TITLEIST ASSET MANAGEMENT, LLC 330.10%0.13%0.15%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sowell Financial Services LLC 210.02%0.04%0.09%Q4 2021Q3 20233
ONTARIO TEACHERS PENSION PLAN BOARD 210.01%0.04%0.08%Q2 2021Q3 20233
Capital CS Group, LLC 220.06%0.19%0.45%Q2 2023Q3 20233
Cresset Asset Management, LLC 210.00%0.00%0.01%Q3 2021Q3 20233
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2023Q3 20233
EAGLE ASSET MANAGEMENT INC 330.01%0.20%0.32%Q3 2021Q1 20223
BALDWIN BROTHERS LLC/MA 210.00%0.00%0.00%Q4 2021Q3 20223
BRANDYWINE TRUST CO 210.12%0.62%1.22%Q2 2021Q2 20233
NOMURA HOLDINGS INC 210.00%0.01%0.02%Q4 2021Q3 20223
DC Investments Management, LLC 330.31%0.33%0.35%Q1 2023Q3 20233
Harel Insurance Investments & Financial Services Ltd. 210.00%0.01%0.03%Q3 2021Q3 20233
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Manchester Capital Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Blackstone Inc. 210.03%0.05%0.07%Q2 2021Q1 20223
Pentwater Capital Management LP 330.00%0.02%0.04%Q2 2021Q4 20213
Point72 Hong Kong Ltd 330.00%0.00%0.00%Q4 2021Q2 20223
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Caption Management, LLC 330.00%0.05%0.10%Q3 2022Q1 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
TEACHER RETIREMENT SYSTEM OF TEXAS 210.00%0.00%0.00%Q2 2021Q3 20233
WESTPAC BANKING CORP 210.02%0.02%0.03%Q3 2021Q3 20223
Teza Capital Management LLC 210.04%0.06%0.08%Q4 2022Q3 20233
SoftBank Group 330.01%0.02%0.03%Q3 2021Q1 20223
ANTIPODES PARTNERS Ltd 210.00%0.51%1.54%Q2 2022Q1 20233
Gruss & Co., LLC 330.66%0.96%1.40%Q2 2021Q4 20213
BAMCO INC /NY/ 330.00%0.00%0.01%Q2 2021Q4 20213
Soviero Asset Management, LP 332.78%3.23%4.10%Q1 2023Q3 20233
Alyeska Investment Group, L.P. 210.17%0.21%0.24%Q2 2021Q1 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.01%Q1 2023Q3 20233
ArrowMark Colorado Holdings LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Virtue Capital Management, LLC 330.06%0.06%0.07%Q2 2021Q4 20213
BOKF, NA 210.01%0.03%0.06%Q3 2021Q3 20233
Private Capital Group, LLC 210.00%0.00%0.00%Q2 2021Q2 20223
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2021Q1 20233
Glass Jacobson Investment Advisors llc 210.37%0.41%0.44%Q4 2022Q3 20233
Qube Research & Technologies Ltd 330.03%0.04%0.06%Q2 2021Q4 20213
Gryphon Financial Partners LLC 330.07%0.16%0.29%Q2 2021Q4 20213
Koss-Olinger Consulting, LLC 210.08%0.12%0.18%Q2 2021Q2 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
DUMAC, INC. 331.40%1.82%2.25%Q2 2021Q4 20213
State of Tennessee, Treasury Department 110.00%0.01%0.01%Q2 2021Q1 20233
BERKSHIRE CAPITAL HOLDINGS INC 330.00%0.00%0.00%Q1 2023Q3 20233
Arden Trust Co 330.04%0.04%0.04%Q2 2021Q4 20213
Crewe Advisors LLC 210.00%0.00%0.00%Q3 2021Q3 20233
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 330.00%0.00%0.00%Q2 2021Q4 20213
Diversified Trust Co 330.01%0.01%0.01%Q4 2022Q2 20233
GLENMEDE TRUST CO NA 330.01%0.05%0.15%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 330.00%0.00%0.01%Q4 2021Q2 20223
SQN Investors LP 330.83%2.11%3.28%Q2 2021Q4 20213
Quantbot Technologies LP 110.08%0.17%0.23%Q4 2021Q1 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Woodline Partners LP 210.01%0.01%0.01%Q2 2021Q4 20223
Zurcher Kantonalbank (Zurich Cantonalbank) 330.00%0.00%0.01%Q1 2023Q3 20233
Worth Asset Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Ghisallo Capital Management LLC 330.53%0.66%0.74%Q2 2021Q4 20213
Alight Capital Management LP 110.14%0.42%0.94%Q2 2021Q1 20233
Disruptive Technology Advisers LLC 3313.91%32.43%64.07%Q2 2021Q4 20213
Schonfeld Strategic Advisors LLC 210.00%0.01%0.02%Q4 2021Q1 20233
Smith Anglin Financial, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Holocene Advisors, LP 220.08%0.29%0.50%Q4 2022Q1 20232
Malaga Cove Capital, LLC 220.09%0.13%0.18%Q3 2021Q4 20212
IHT Wealth Management, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2022Q2 20232
VisionPoint Advisory Group, LLC 220.01%0.19%0.37%Q2 2023Q3 20232
NOMURA ASSET MANAGEMENT CO LTD 220.01%0.01%0.01%Q2 2023Q3 20232
Oak Thistle LLC 220.40%0.48%0.56%Q4 2022Q1 20232
BI Asset Management Fondsmaeglerselskab A/S 220.00%0.01%0.01%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Neo Ivy Capital Management 220.30%0.31%0.32%Q3 2022Q4 20222
Korea Investment CORP 220.00%0.00%0.00%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.02%0.02%Q1 2023Q3 20232
Left Brain Wealth Management, LLC 220.12%0.15%0.18%Q2 2023Q3 20232
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q3 2021Q4 20212
SEVEN EIGHT CAPITAL, LP 220.15%0.21%0.27%Q2 2023Q3 20232
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2021Q2 20222
MAVERICK CAPITAL LTD 220.01%0.01%0.02%Q2 2023Q3 20232
Polar Capital Holdings Plc 220.02%0.04%0.06%Q1 2022Q2 20222
Asset Management One Co., Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
Elo Mutual Pension Insurance Co 220.01%0.02%0.02%Q2 2023Q3 20232
Robeco Institutional Asset Management B.V. 220.01%0.01%0.02%Q2 2023Q3 20232
PATHWAY CAPITAL MANAGEMENT, LP 116.72%12.55%18.38%Q2 2021Q1 20232
Nebula Research & Development LLC 220.14%0.24%0.35%Q1 2023Q2 20232
HARBERT FUND ADVISORS, INC. 220.36%0.45%0.55%Q3 2022Q4 20222
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q2 2023Q3 20232
ARMISTICE CAPITAL, LLC 220.15%0.15%0.16%Q2 2023Q3 20232
Private Advisor Group, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
Quantamental Technologies LLC 220.23%0.25%0.27%Q2 2023Q3 20232
Hudson Bay Capital Management LP 110.03%0.04%0.04%Q2 2021Q4 20212
Capital Research Global Investors 110.00%0.00%0.00%Q2 2021Q4 20222
OSTRUM ASSET MANAGEMENT 220.01%0.01%0.01%Q2 2023Q3 20232
Point72 Middle East FZE 220.00%0.00%0.01%Q4 2022Q1 20232
CLEAR STREET LLC 110.04%0.04%0.04%Q2 2023Q2 20232
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.01%0.01%Q2 2021Q3 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 220.14%0.15%0.16%Q2 2023Q3 20232
LBP AM SA 220.03%0.03%0.03%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
SCGE MANAGEMENT, L.P. 220.46%0.53%0.60%Q2 2021Q3 20212
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
IMC-Chicago, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mitsubishi UFJ Asset Management Co., Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2021Q3 20212
Echo Street Capital Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Andra AP-fonden 220.06%0.10%0.14%Q2 2023Q3 20232
Paloma Partners Management Co 220.04%0.05%0.05%Q4 2021Q1 20222
Oxbow Advisors, LLC 220.04%0.05%0.06%Q3 2021Q4 20212
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ClariVest Asset Management LLC 220.05%0.05%0.05%Q2 2023Q3 20232
EMERALD MUTUAL FUND ADVISERS TRUST 110.00%0.00%0.00%Q2 2021Q4 20212
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 220.01%0.01%0.01%Q2 2023Q3 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MEITAV INVESTMENT HOUSE LTD 220.00%0.00%0.01%Q2 2023Q3 20232
Swiss National Bank 220.01%0.01%0.02%Q2 2023Q3 20232
MARTINGALE ASSET MANAGEMENT L P 220.00%0.00%0.00%Q3 2022Q4 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Brookfield Asset Management 110.01%0.02%0.04%Q2 2021Q2 20232
Stonehage Fleming Financial Services Holdings Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 220.00%0.01%0.02%Q4 2022Q1 20232
Private Capital Management, LLC 220.06%0.06%0.06%Q3 2022Q4 20222
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Family Management Corp 220.54%0.62%0.70%Q2 2021Q3 20212
Bedel Financial Consulting, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Gulf International Bank (UK) Ltd 220.00%0.01%0.01%Q2 2023Q3 20232
DIKER MANAGEMENT LLC 220.76%1.42%2.08%Q2 2023Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 220.01%0.72%1.43%Q2 2023Q3 20232
CSS LLC/IL 110.01%0.01%0.01%Q4 2022Q2 20232
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 220.01%0.02%0.02%Q2 2023Q3 20232
LEVIN CAPITAL STRATEGIES, L.P. 110.04%0.05%0.05%Q3 2021Q1 20222
Bogart Wealth, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2021Q3 20212
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Versor Investments LP 220.15%0.21%0.27%Q2 2023Q3 20232
DUALITY ADVISERS, LP 220.30%0.30%0.30%Q2 2023Q3 20232
Crawford Lake Capital Management, LLC 110.60%1.23%1.85%Q2 2021Q2 20212
FORSTA AP-FONDEN 220.05%0.06%0.07%Q2 2023Q3 20232
New England Capital Financial Advisors LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q2 20222
Avidity Partners Management LP 220.37%0.46%0.55%Q2 2021Q3 20212
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 220.01%0.01%0.01%Q2 2023Q3 20232
Sumitomo Mitsui DS Asset Management Company, Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
CHERRYDALE WEALTH MANAGEMENT, LLC 220.46%0.79%1.12%Q4 2021Q1 20222
TCW GROUP INC 220.05%0.06%0.07%Q2 2022Q3 20222
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Bellwether Advisors, LLC 110.00%0.00%0.00%Q2 2021Q4 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
WORLDQUANT MILLENNIUM ADVISORS LLC 220.05%0.18%0.31%Q2 2023Q3 20232
LOS ANGELES CAPITAL MANAGEMENT LLC 220.02%0.03%0.05%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 220.01%0.03%0.05%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.07%0.08%0.08%Q2 2023Q3 20232
ADVISORY RESEARCH INC 220.04%0.04%0.05%Q2 2023Q3 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
JACOBS LEVY EQUITY MANAGEMENT, INC 220.02%0.02%0.02%Q1 2023Q2 20232
State of New Jersey Common Pension Fund D 220.01%0.01%0.01%Q2 2023Q3 20232
APG Asset Management N.V. 220.00%0.00%0.00%Q2 2023Q3 20232
Arizona State Retirement System 220.01%0.01%0.01%Q2 2023Q3 20232
Tredje AP-fonden 220.02%0.02%0.02%Q2 2023Q3 20232
Spears Abacus Advisors LLC 220.03%0.03%0.04%Q4 2022Q1 20232
Vestcor Inc 220.01%0.01%0.01%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20222
Y-Intercept (Hong Kong) Ltd 110.06%0.11%0.15%Q1 2023Q3 20232
Stelac Advisory Services LLC 220.17%0.29%0.41%Q2 2021Q3 20212
Meritage Group LP 222.21%2.61%3.02%Q2 2022Q3 20222
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.02%0.02%0.02%Q2 2021Q3 20212
IFM Investors Pty Ltd 220.02%0.02%0.02%Q2 2023Q3 20232
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Quarry LP 110.01%0.01%0.01%Q1 2023Q3 20232
Kula Investments, LLC 220.10%0.12%0.13%Q4 2022Q1 20232
FORMULA GROWTH LTD 221.13%1.23%1.32%Q1 2022Q2 20222
TORONTO DOMINION BANK 220.00%0.00%0.00%Q2 2023Q3 20232
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Assenagon Asset Management S.A. 220.00%0.00%0.00%Q2 2023Q3 20232
Alberta Investment Management Corp 220.00%0.00%0.00%Q2 2023Q3 20232
B. Metzler seel. Sohn & Co. AG 110.00%0.00%0.00%Q4 2021Q2 20222
Mitsubishi UFJ Trust & Banking Corp 220.01%0.01%0.01%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
BANK HAPOALIM BM 220.24%0.25%0.25%Q2 2023Q3 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 110.07%0.08%0.10%Q4 2022Q2 20232
Boothe Investment Group, Inc. 221.42%1.46%1.50%Q4 2021Q1 20222
CenterStar Asset Management, LLC 110.01%0.02%0.04%Q3 2021Q1 20222
FRANKLIN RESOURCES INC 110.00%0.00%0.01%Q2 2021Q4 20212
Sciencast Management LP 110.13%0.18%0.23%Q1 2023Q3 20232
Taika Capital, LP 220.21%0.47%0.74%Q2 2023Q3 20232
Virtu Financial LLC 110.05%0.07%0.08%Q2 2021Q3 20232
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Edgestream Partners, L.P. 220.14%0.14%0.14%Q2 2023Q3 20232
KBC Group NV 220.00%0.00%0.00%Q2 2023Q3 20232
RIVER GLOBAL INVESTORS LLP 220.11%0.30%0.49%Q2 2023Q3 20232
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prestige Wealth Management Group LLC 220.00%0.00%0.00%Q4 2021Q1 20222
PRELUDE CAPITAL MANAGEMENT, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Maven Securities LTD 110.01%0.01%0.01%Q3 2021Q3 20211
William Marsh Rice University 110.41%0.41%0.41%Q3 2023Q3 20231
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Graham Capital Management, L.P. 110.03%0.03%0.03%Q1 2023Q1 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SYQUANT CAPITAL SAS 110.37%0.37%0.37%Q3 2021Q3 20211
AXQ CAPITAL, LP 110.24%0.24%0.24%Q3 2023Q3 20231
INDUSTRY VENTURES, L.L.C. 112.80%2.80%2.80%Q4 2021Q4 20211
Marathon Trading Investment Management LLC 110.05%0.05%0.05%Q3 2021Q3 20211
LORD, ABBETT & CO. LLC 110.13%0.13%0.13%Q2 2021Q2 20211
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Lee Financial Co 110.00%0.00%0.00%Q2 2022Q2 20221
ZRC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Weiss Asset Management LP 110.01%0.01%0.01%Q2 2021Q2 20211
SG3 Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.00%0.00%0.00%Q1 2022Q1 20221
BNP Paribas Asset Management Holding S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Yorktown Management & Research Co Inc 110.14%0.14%0.14%Q4 2021Q4 20211
Qsemble Capital Management, LP 110.26%0.26%0.26%Q3 2023Q3 20231
Greenland Capital Management LP 110.02%0.02%0.02%Q2 2023Q2 20231
VISTA EQUITY PARTNERS MANAGEMENT, LLC 111.41%1.41%1.41%Q2 2021Q2 20211
KADENSA CAPITAL Ltd 111.15%1.15%1.15%Q3 2022Q3 20221
Castleview Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Advocates Investment Management 110.03%0.03%0.03%Q4 2021Q4 20211
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Codex Capital, L.L.C. 110.72%0.72%0.72%Q4 2021Q4 20211
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q4 2022Q4 20221
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LOUNTZIS ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Altus Wealth Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
GEORGE KAISER FAMILY FOUNDATION 110.10%0.10%0.10%Q2 2021Q2 20211
SVB FINANCIAL GROUP 111.51%1.51%1.51%Q1 2023Q1 20231
WealthPLAN Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Kingfisher Capital LLC 110.25%0.25%0.25%Q4 2021Q4 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
North Fourth Asset Management, LP 110.38%0.38%0.38%Q1 2022Q1 20221
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2023Q3 20231
Sturgeon Ventures LLP 110.40%0.40%0.40%Q3 2021Q3 20211
Zimmer Partners, LP 110.04%0.04%0.04%Q2 2021Q2 20211
B. Metzler seel. Sohn & Co. Holding AG 110.00%0.00%0.00%Q3 2021Q3 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2021Q2 20211
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CloudAlpha Capital Management Limited/Hong Kong 110.08%0.08%0.08%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
Cheyne Capital Management (UK) LLP 111.45%1.45%1.45%Q2 2021Q2 20211
Greenspring Associates, LLC 118.46%8.46%8.46%Q2 2021Q2 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Carmignac Gestion 110.01%0.01%0.01%Q2 2021Q2 20211
Banco Santander, S.A. 110.01%0.01%0.01%Q4 2021Q4 20211
Lattice Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
HERSHEY TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
Merlin Capital, Inc 113.22%3.22%3.22%Q3 2023Q3 20231
AQR Arbitrage LLC 110.01%0.01%0.01%Q2 2021Q2 20211
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
GoalVest Advisory LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
WMG Financial Advisors, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
SHERBROOKE PARK ADVISERS LLC 110.16%0.16%0.16%Q3 2023Q3 20231
CTC Capital Management, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Corton Capital Inc. 110.23%0.23%0.23%Q2 2023Q2 20231
AdvisorShares Investments LLC 110.09%0.09%0.09%Q2 2023Q2 20231
LifePro Asset Management 112.22%2.22%2.22%Q2 2022Q2 20221
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Segantii Capital Management Ltd 110.18%0.18%0.18%Q4 2022Q4 20221
INTECH INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Herr Investment Group LLC 111.02%1.02%1.02%Q4 2022Q4 20221
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST MERCANTILE TRUST CO 110.03%0.03%0.03%Q2 2021Q2 20211
Vienna Asset Management LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Delphia (USA) Inc. 110.39%0.39%0.39%Q2 2023Q2 20231
WINTON GROUP Ltd 110.02%0.02%0.02%Q1 2022Q1 20221
FORA Capital, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WealthShield Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
People's United Financial, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Monashee Investment Management LLC 110.16%0.16%0.16%Q2 2021Q2 20211
ZEVENBERGEN CAPITAL INVESTMENTS LLC 110.46%0.46%0.46%Q2 2021Q2 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Machina Capital S.A.S. 110.10%0.10%0.10%Q1 2023Q1 20231
SANDERS MORRIS HARRIS LLC 110.59%0.59%0.59%Q2 2021Q2 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.09%0.09%0.09%Q4 2022Q4 20221
Advisory Resource Group 110.12%0.12%0.12%Q3 2021Q3 20211
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2021Q3 20211
NinePointTwo Capital LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SPRINGS CAPITAL (HONG KONG) Ltd 112.88%2.88%2.88%Q4 2021Q4 20211
Quaero Capital S.A. 110.52%0.52%0.52%Q4 2022Q4 20221
Marshall Wace North America L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 110.23%0.23%0.23%Q3 2023Q3 20231
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 110.55%0.55%0.55%Q1 2023Q1 20231
AGF MANAGEMENT LTD 110.03%0.03%0.03%Q4 2022Q4 20221
SCHF (GPE), LLC 110.47%0.47%0.47%Q1 2023Q1 20231
HBK INVESTMENTS L P 110.01%0.01%0.01%Q2 2021Q2 20211
Symmetry Partners, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Bridgefront Capital, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
KPCB DGF III Associates, LLC 11100.00%100.00%100.00%Q2 2021Q2 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2023Q2 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Freemont Management S.A. 110.09%0.09%0.09%Q3 2022Q3 20221
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Rokos Capital Management LLP 110.06%0.06%0.06%Q2 2021Q2 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cross Creek Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
VETAMER CAPITAL MANAGEMENT, L.P. 110.25%0.25%0.25%Q2 2023Q2 20231
SOROS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Tuttle Capital Management, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
Parkwood LLC 110.36%0.36%0.36%Q3 2021Q3 20211
BP PLC 111.47%1.47%1.47%Q1 2023Q1 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2022Q2 20221
Oribel Capital Management, LP 110.10%0.10%0.10%Q3 2021Q3 20211
Ionic Capital Management LLC 110.12%0.12%0.12%Q1 2023Q1 20231
High Net Worth Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Ardevora Asset Management LLP 110.25%0.25%0.25%Q3 2022Q3 20221
Green Alpha Advisors, LLC 110.56%0.56%0.56%Q4 2023Q4 20231
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
CAAS CAPITAL MANAGEMENT LP 110.24%0.24%0.24%Q2 2021Q2 20211
Johns Hopkins University 110.02%0.02%0.02%Q1 2023Q1 20231
Legal Advantage Investments, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SENTRY INVESTMENT MANAGEMENT LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
STEADFAST CAPITAL MANAGEMENT LP 110.09%0.09%0.09%Q2 2021Q2 20211
Jericho Capital Asset Management L.P. 110.40%0.40%0.40%Q2 2021Q2 20211
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
WASHINGTON UNIVERSITY 110.09%0.09%0.09%Q1 2023Q1 20231
APPLETON GROUP, LLC 110.88%0.88%0.88%Q3 2023Q3 20231
Infini Master Fund 110.68%0.68%0.68%Q2 2021Q2 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Yong Rong (HK) Asset Management Ltd 113.63%3.63%3.63%Q2 2021Q2 20211
Soros Fund Management 110.07%0.07%0.07%Q2 2021Q2 20211
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.79%0.79%0.79%Q2 2021Q2 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q2 2021Q2 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Saba Capital Management, L.P. 110.03%0.03%0.03%Q4 2022Q4 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HARVEST MANAGEMENT LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Continuum Advisory, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.00%0.00%0.00%Q2 2023Q2 20231
Stony Point Capital LLC 110.27%0.27%0.27%Q2 2021Q2 20211
Sassicaia Capital Advisers LLC 110.16%0.16%0.16%Q1 2023Q1 20231
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Arkadios Wealth Advisors 110.02%0.02%0.02%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
First Pacific Advisors, LP 110.00%0.00%0.00%Q3 2021Q3 20211
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
Grosvenor Holdings, L.L.C. 110.21%0.21%0.21%Q2 2021Q2 20211
New England Research & Management, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
CAPSTONE INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Temasek Holdings (Private) Ltd 110.01%0.01%0.01%Q3 2021Q3 20211
JUPITER ASSET MANAGEMENT LTD 110.05%0.05%0.05%Q1 2022Q1 20221
Sonnipe Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q2 2023Q2 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HARVARD MANAGEMENT CO INC 110.13%0.13%0.13%Q1 2023Q1 20231
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LCM Capital Management Inc 110.18%0.18%0.18%Q3 2021Q3 20211
Mass General Brigham, Inc 110.71%0.71%0.71%Q1 2023Q1 20231
Anomaly Capital Management, LP 110.71%0.71%0.71%Q2 2021Q2 20211
O'Neil Global Advisors, Inc. 113.26%3.26%3.26%Q1 2023Q1 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
GOFEN & GLOSSBERG LLC /IL/ 110.00%0.00%0.00%Q4 2022Q4 20221
Polar Asset Management Partners Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Symmetry Investments LP 110.06%0.06%0.06%Q2 2023Q2 20231
Desjardins Global Asset Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2023Q2 20231
Pearl River Capital, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
BEL AIR INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Roubaix Capital, LLC 112.04%2.04%2.04%Q2 2022Q2 20221
AQR Capital Management 110.00%0.00%0.00%Q2 2023Q2 20231
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q3 2022Q3 20221
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Eventide Asset Management 110.03%0.03%0.03%Q3 2021Q3 20211
Addenda Capital Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Infini Capital Management Ltd 110.68%0.68%0.68%Q2 2021Q2 20211
Islet Management, LP 110.11%0.11%0.11%Q3 2021Q3 20211
Consolidated Planning Corp 110.06%0.06%0.06%Q3 2021Q3 20211
Jeneq Management LP 110.07%0.07%0.07%Q1 2022Q1 20221
Ergoteles LLC 110.14%0.14%0.14%Q2 2022Q2 20221
Leucadia National 110.01%0.01%0.01%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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