Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 39 |
Citadel Advisors | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 38 |
UBS Group AG | 13 | 13 | 0.00% | 0.01% | 0.07% | Q3 2020 | Q3 2023 | 37 |
WOLVERINE TRADING, LLC | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 37 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.06% | 0.20% | Q4 2020 | Q3 2023 | 33 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 31 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 30 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.05% | 0.18% | Q4 2020 | Q3 2023 | 28 |
D. E. Shaw & Co., Inc. | 10 | 10 | 0.00% | 0.03% | 0.14% | Q2 2021 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 13 | 13 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.01% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 13 | 13 | 0.00% | 0.12% | 0.38% | Q3 2020 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 21 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Caption Management, LLC | 4 | 2 | 0.00% | 0.08% | 0.27% | Q1 2021 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 11 | 1 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 18 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 17 |
Squarepoint Ops LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 17 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 8 | 0.01% | 0.05% | 0.15% | Q4 2021 | Q3 2023 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.13% | Q1 2022 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 16 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.07% | 0.26% | Q4 2020 | Q2 2023 | 16 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 15 |
Avestar Capital, LLC | 6 | 2 | 0.00% | 0.18% | 0.46% | Q1 2021 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 11 | 11 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 14 |
SpiderRock Advisors, LLC | 11 | 11 | 0.06% | 6.88% | 22.26% | Q1 2021 | Q3 2023 | 14 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 14 |
SC US (TTGP), LTD. | 13 | 13 | 7.91% | 16.04% | 30.22% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TOTH FINANCIAL ADVISORY CORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
SC XII MANAGEMENT LLC | 13 | 13 | 100.00% | 100.00% | 100.00% | Q3 2020 | Q3 2023 | 13 |
Silver Lake Group, L.L.C. | 13 | 13 | 1.04% | 22.64% | 57.24% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.01% | 0.10% | 0.38% | Q3 2020 | Q3 2023 | 13 |
VANGUARD GROUP INC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.32% | 1.91% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 13 | 13 | 0.02% | 0.25% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Invesco Ltd. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 13 |
Artisan Partners Limited Partnership | 13 | 13 | 0.08% | 0.29% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Jasper Ridge Partners, L.P. | 13 | 13 | 2.21% | 5.67% | 10.16% | Q3 2020 | Q3 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.03% | 0.10% | 0.28% | Q3 2020 | Q3 2023 | 13 |
ARK Investment Management | 13 | 13 | 0.46% | 2.47% | 3.61% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.00% | 0.44% | 1.17% | Q4 2020 | Q4 2023 | 13 |
BlackRock Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Legal & General Group Plc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
US BANCORP \DE\ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sepio Capital, LP | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PRIMECAP MANAGEMENT CO/CA/ | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Resolute Advisors LLC | 12 | 12 | 16.17% | 75.65% | 93.52% | Q4 2020 | Q3 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Calamos Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.08% | 0.28% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Marcho Partners LLP | 12 | 12 | 5.17% | 9.86% | 14.50% | Q3 2020 | Q2 2023 | 12 |
MAI Capital Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LA FINANCIERE DE L'ECHIQUIER | 12 | 12 | 0.32% | 0.70% | 1.45% | Q4 2020 | Q3 2023 | 12 |
OPTIMUM INVESTMENT ADVISORS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Utah Retirement Systems | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Treasurer of the State of North Carolina | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 11 | 1 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 12 |
CREDIT AGRICOLE S A | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 1.08% | 2.73% | 3.86% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.07% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
XPONANCE, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 12 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.09% | 0.33% | Q3 2020 | Q3 2023 | 11 |
ETF MANAGERS GROUP, LLC | 11 | 11 | 0.03% | 0.06% | 0.17% | Q3 2020 | Q1 2023 | 11 |
Cypress Point Wealth Management, LLC | 11 | 11 | 0.59% | 4.33% | 9.10% | Q1 2021 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
HARBOURVEST PARTNERS LLC | 11 | 11 | 0.06% | 0.38% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
BRANDYWINE MANAGERS, LLC | 8 | 3 | 0.19% | 0.59% | 0.81% | Q3 2020 | Q3 2023 | 11 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 11 |
DekaBank Deutsche Girozentrale | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 11 |
AVIVA PLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
HAMILTON LANE ADVISORS LLC | 11 | 11 | 0.68% | 1.97% | 4.88% | Q1 2021 | Q3 2023 | 11 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Affinity Capital Advisors, LLC | 11 | 11 | 1.40% | 1.66% | 2.22% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Bouvel Investment Partners, LLC | 11 | 11 | 0.37% | 0.62% | 1.03% | Q1 2021 | Q3 2023 | 11 |
AMALGAMATED BANK | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Russell Investments Group, Ltd. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 11 |
SCHF (GPE), LLC | 11 | 11 | 14.55% | 47.76% | 87.16% | Q3 2020 | Q1 2023 | 11 |
BERKSHIRE CAPITAL HOLDINGS INC | 10 | 1 | 0.00% | 1.16% | 4.70% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.03% | 0.29% | 0.58% | Q1 2021 | Q3 2023 | 11 |
PANAGORA ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 11 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 11 |
BBR PARTNERS, LLC | 11 | 11 | 0.05% | 0.48% | 1.35% | Q1 2021 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 11 | 11 | 0.31% | 0.67% | 1.38% | Q1 2021 | Q3 2023 | 11 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11 | 11 | 0.04% | 1.30% | 2.43% | Q3 2020 | Q1 2023 | 11 |
Renaissance Capital LLC | 11 | 11 | 0.55% | 1.89% | 2.90% | Q4 2020 | Q2 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
PRICE T ROWE ASSOCIATES INC /MD/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WESTPAC BANKING CORP | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
IFM Investors Pty Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NWAM LLC | 7 | 1 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 10 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PEREGRINE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.34% | 0.67% | 1.14% | Q1 2021 | Q2 2023 | 10 |
Montanaro Asset Management Ltd | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Coronation Fund Managers Ltd. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.13% | 0.26% | 0.48% | Q4 2020 | Q1 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gulf International Bank (UK) Ltd | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Robeco Institutional Asset Management B.V. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.24% | 0.48% | Q1 2021 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Ensign Peak Advisors, Inc | 10 | 10 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 10 | 10 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Ward Ferry Management (BVI) Ltd | 10 | 10 | 6.57% | 11.22% | 19.65% | Q3 2020 | Q4 2022 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
APG Asset Management N.V. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.01% | 0.11% | 0.48% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 9 | 1 | 0.01% | 0.13% | 0.38% | Q4 2020 | Q3 2023 | 10 |
Soros Fund Management | 8 | 1 | 0.00% | 0.21% | 0.64% | Q3 2020 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EMC Capital Management | 9 | 1 | 0.01% | 0.06% | 0.29% | Q4 2020 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KBC Group NV | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Xcel Wealth Management, LLC | 10 | 10 | 0.09% | 0.15% | 0.23% | Q1 2021 | Q2 2023 | 10 |
Cerity Partners LLC | 6 | 4 | 0.00% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 10 | 10 | 0.00% | 0.10% | 0.52% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 5 | 1 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Glassman Wealth Services | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Latash Investments, LLC | 9 | 9 | 0.18% | 0.31% | 0.68% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2022 | 9 |
Clearstead Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 9 |
D L CARLSON INVESTMENT GROUP INC | 7 | 2 | 0.44% | 1.37% | 3.02% | Q3 2020 | Q1 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cherry Creek Investment Advisors, Inc. | 9 | 9 | 0.34% | 0.68% | 1.13% | Q2 2021 | Q2 2023 | 9 |
GABELLI FUNDS LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rathbones Group PLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Concord Wealth Partners | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
PineBridge Investments, L.P. | 9 | 9 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Lindbrook Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Korea Investment CORP | 7 | 2 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.19% | 0.43% | Q3 2020 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Point Break Capital Management, LLC | 8 | 8 | 0.06% | 0.29% | 0.70% | Q4 2020 | Q3 2022 | 8 |
Optimus Prime Fund Management Co., Ltd. | 8 | 8 | 2.02% | 2.77% | 4.32% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EMERALD ADVISERS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 7 | 7 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 8 |
Capital CS Group, LLC | 6 | 6 | 0.01% | 0.41% | 0.77% | Q2 2022 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 3 | 1 | 0.00% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q4 2023 | 8 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 1 | 0.16% | 0.43% | 0.91% | Q1 2021 | Q1 2023 | 8 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.27% | 0.59% | Q3 2020 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CONNORS INVESTOR SERVICES INC | 8 | 8 | 0.11% | 0.19% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Zions Bancorporation, N.A. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Alpha Paradigm Partners, LLC | 8 | 8 | 0.01% | 0.14% | 0.40% | Q1 2021 | Q4 2022 | 8 |
Freemont Management S.A. | 7 | 1 | 0.84% | 1.90% | 3.61% | Q2 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gerber Kawasaki Wealth & Investment Management | 8 | 8 | 0.02% | 0.14% | 0.23% | Q3 2020 | Q2 2022 | 8 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stephens Investment Management Group LLC | 8 | 8 | 0.11% | 0.25% | 0.39% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HALL LAURIE J TRUSTEE | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 3 | 0.11% | 0.26% | 0.47% | Q1 2021 | Q4 2022 | 8 |
ProShare Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 8 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NISA INVESTMENT ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
LOOMIS SAYLES & CO L P | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
TimesSquare Capital Management, LLC | 7 | 7 | 0.06% | 0.28% | 0.47% | Q3 2020 | Q1 2022 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 0.13% | 0.67% | 2.08% | Q1 2021 | Q3 2022 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q4 2022 | 7 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
DnB Asset Management AS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
GUGGENHEIM CAPITAL LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
PITTENGER & ANDERSON INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Altimeter Capital Management | 7 | 7 | 1.80% | 3.19% | 5.60% | Q3 2020 | Q1 2022 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 7 |
Itau Unibanco Holding S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.30% | 1.10% | Q4 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Highland Private Wealth Management | 7 | 7 | 0.11% | 0.42% | 0.83% | Q1 2021 | Q3 2022 | 7 |
SCGE MANAGEMENT, L.P. | 7 | 7 | 1.03% | 1.26% | 1.78% | Q3 2020 | Q1 2022 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.43% | 0.64% | 1.43% | Q1 2022 | Q3 2023 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 7 |
GILDER GAGNON HOWE & CO LLC | 7 | 7 | 0.20% | 0.42% | 0.67% | Q3 2020 | Q1 2022 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.00% | 0.10% | 0.32% | Q1 2021 | Q3 2022 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 7 |
Tradewinds Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rafferty Asset Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ilmarinen Mutual Pension Insurance Co | 6 | 1 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 7 |
Interchange Capital Partners, LLC | 4 | 1 | 0.14% | 0.36% | 0.75% | Q1 2021 | Q3 2023 | 7 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Orion Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Motley Fool Asset Management LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.00% | 0.81% | 4.01% | Q1 2022 | Q3 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Capital World Investors | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Polar Asset Management Partners Inc. | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q2 2022 | 6 |
Gratus Capital, LLC | 6 | 6 | 0.52% | 1.00% | 2.37% | Q4 2020 | Q1 2022 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.00% | 0.18% | 0.45% | Q1 2021 | Q2 2023 | 6 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.18% | 0.60% | Q2 2021 | Q2 2023 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
SEEYOND | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
CAAS CAPITAL MANAGEMENT LP | 6 | 6 | 0.03% | 0.22% | 1.00% | Q3 2020 | Q4 2021 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
USS Investment Management Ltd | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.17% | 0.34% | 0.68% | Q4 2020 | Q1 2022 | 6 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q2 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
K.J. Harrison & Partners Inc | 5 | 1 | 0.03% | 0.15% | 0.38% | Q1 2021 | Q2 2023 | 6 |
Advisory Resource Group | 6 | 6 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Candriam S.C.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.07% | 0.25% | Q4 2021 | Q1 2023 | 6 |
Grandeur Peak Global Advisors, LLC | 6 | 6 | 0.01% | 0.05% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.23% | 0.60% | Q3 2021 | Q1 2023 | 6 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.05% | 0.23% | Q3 2021 | Q2 2023 | 6 |
AlpInvest Partners B.V. | 3 | 1 | 0.48% | 2.89% | 5.76% | Q1 2021 | Q3 2023 | 6 |
Ithaka Group | 6 | 6 | 0.14% | 0.59% | 0.82% | Q4 2020 | Q1 2022 | 6 |
KRS Capital Management, LLC | 4 | 2 | 0.38% | 0.49% | 0.66% | Q4 2021 | Q3 2023 | 6 |
FIL Ltd | 6 | 6 | 0.00% | 0.06% | 0.32% | Q3 2020 | Q4 2021 | 6 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.14% | 0.23% | Q3 2021 | Q4 2022 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Elo Mutual Pension Insurance Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.09% | 0.51% | Q1 2021 | Q3 2023 | 6 |
Prospera Financial Services Inc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.46% | 0.70% | 0.96% | Q3 2020 | Q4 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CloudAlpha Capital Management Limited/Hong Kong | 3 | 1 | 0.34% | 2.35% | 7.35% | Q4 2021 | Q3 2023 | 6 |
UMB Bank, n.a. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Red Spruce Capital, LLC | 3 | 2 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q4 2023 | 5 |
Quent Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Blue Owl Capital Holdings LP | 5 | 5 | 0.59% | 1.48% | 3.16% | Q4 2021 | Q4 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
STRS OHIO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
China Universal Asset Management Co., Ltd. | 4 | 1 | 0.01% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Railway Pension Investments Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.27% | 0.35% | 0.40% | Q1 2021 | Q1 2022 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.19% | 0.20% | 0.22% | Q1 2021 | Q1 2022 | 5 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.51% | 1.39% | Q4 2020 | Q4 2022 | 5 |
FIRST MERCANTILE TRUST CO | 5 | 5 | 0.02% | 0.09% | 0.12% | Q3 2020 | Q3 2021 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 5 |
IVC Wealth Advisors LLC | 5 | 5 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q1 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.12% | 0.71% | 2.92% | Q1 2021 | Q1 2022 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Avitas Wealth Management LLC | 3 | 2 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q1 2022 | 5 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.08% | 0.43% | 0.88% | Q1 2022 | Q3 2023 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Builders Union LLP | 4 | 4 | 1.76% | 5.79% | 12.42% | Q1 2021 | Q4 2021 | 5 |
Gladstone Capital Management LLP | 5 | 5 | 0.29% | 1.01% | 2.66% | Q3 2020 | Q3 2021 | 5 |
Leucadia National | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q1 2022 | 5 |
Horizon Investments, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 5 |
Chescapmanager LLC | 5 | 5 | 0.69% | 0.92% | 1.16% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
FourThought Financial, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q4 2023 | 5 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 3 | 2 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Axel Capital Management, LLC | 5 | 5 | 2.81% | 7.67% | 13.36% | Q4 2020 | Q4 2021 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q2 2022 | 5 |
IPG Investment Advisors LLC | 4 | 1 | 0.07% | 1.63% | 2.19% | Q3 2021 | Q3 2023 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.10% | 0.28% | 0.35% | Q1 2021 | Q1 2022 | 5 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q2 2023 | 5 |
Biondo Investment Advisors, LLC | 5 | 5 | 0.05% | 0.10% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Phoenix Wealth Advisors | 5 | 5 | 0.48% | 0.70% | 0.83% | Q1 2021 | Q1 2022 | 5 |
NATIXIS | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 5 |
GMT CAPITAL CORP | 3 | 2 | 0.09% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 5 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 3 | 2 | 2.83% | 8.60% | 18.88% | Q1 2022 | Q3 2023 | 5 |
BAILARD, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
METROPOLITAN LIFE INSURANCE CO/NY | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Alkeon Capital Management | 5 | 5 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2021 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.14% | 0.34% | Q4 2020 | Q2 2022 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.07% | 0.17% | 0.45% | Q1 2021 | Q1 2022 | 5 |
FORMULA GROWTH LTD | 5 | 5 | 0.63% | 1.71% | 3.05% | Q3 2022 | Q3 2023 | 5 |
COOKSON PEIRCE & CO INC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 5 |
Brookfield Asset Management | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.11% | 0.20% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sandhill Capital Partners LLC | 4 | 4 | 1.04% | 1.19% | 1.36% | Q4 2020 | Q3 2021 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.12% | 0.17% | Q3 2021 | Q2 2022 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.15% | 0.19% | 0.26% | Q4 2021 | Q2 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.40% | 0.88% | Q3 2020 | Q4 2021 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.11% | 0.27% | 0.46% | Q4 2021 | Q2 2023 | 4 |
Deane Retirement Strategies, Inc. | 2 | 1 | 0.54% | 1.28% | 1.83% | Q4 2020 | Q2 2022 | 4 |
IBM Retirement Fund | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
ALLSTATE CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.01% | 0.19% | 0.39% | Q2 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.38% | 0.48% | 0.57% | Q2 2021 | Q1 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.20% | 0.43% | Q1 2021 | Q1 2022 | 4 |
NZS Capital, LLC | 4 | 4 | 0.11% | 0.19% | 0.29% | Q2 2021 | Q1 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Aviance Capital Partners, LLC | 1 | 1 | 0.07% | 0.79% | 1.94% | Q1 2021 | Q4 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ethic Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Redwood Investments, LLC | 4 | 4 | 0.20% | 0.28% | 0.35% | Q2 2021 | Q1 2022 | 4 |
XR Securities LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 |
D1 Capital Partners L.P. | 4 | 4 | 2.85% | 5.45% | 9.39% | Q3 2020 | Q2 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q2 2021 | 4 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.02% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 4 |
Twin Lakes Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.00% | 0.14% | 0.26% | Q4 2022 | Q2 2023 | 4 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.05% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 4 |
CenterStar Asset Management, LLC | 2 | 2 | 0.02% | 0.08% | 0.19% | Q3 2021 | Q4 2021 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.10% | 0.26% | 0.60% | Q4 2021 | Q1 2023 | 4 |
ADVISORY RESEARCH INC | 3 | 1 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q2 2023 | 4 |
ACT CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.13% | 0.93% | 1.70% | Q2 2021 | Q3 2022 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Evolutionary Tree Capital Management, LLC | 4 | 4 | 0.81% | 0.97% | 1.15% | Q4 2020 | Q3 2021 | 4 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 4 |
Strong Tower Advisory Services | 4 | 4 | 0.71% | 1.08% | 1.45% | Q4 2021 | Q3 2022 | 4 |
Grace & Mercy Foundation, Inc. | 4 | 4 | 2.26% | 3.35% | 4.78% | Q4 2022 | Q3 2023 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.04% | 0.10% | Q2 2023 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.30% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2022 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.16% | 0.27% | 0.36% | Q4 2021 | Q3 2022 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Bordeaux Wealth Advisors LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 3 | 1 | 2.48% | 2.90% | 3.69% | Q1 2021 | Q2 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.08% | 0.16% | 0.28% | Q2 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JNBA Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.12% | 0.32% | 0.43% | Q2 2021 | Q1 2022 | 4 |
Viola Ventures V.C. Management 4 Ltd. | 4 | 4 | 22.54% | 44.60% | 55.49% | Q4 2022 | Q3 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.12% | 0.26% | 0.41% | Q1 2022 | Q2 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.22% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Longitude (Cayman) Ltd. | 3 | 3 | 0.44% | 0.78% | 1.13% | Q2 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 4 | 0.07% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Gruss & Co., LLC | 4 | 4 | 0.74% | 0.86% | 0.94% | Q1 2021 | Q4 2021 | 4 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q1 2022 | 4 |
Ghisallo Capital Management LLC | 4 | 4 | 0.07% | 0.24% | 0.59% | Q1 2021 | Q4 2021 | 4 |
IDG China Venture Capital Fund IV Associates L.P. | 4 | 4 | 4.30% | 6.40% | 8.62% | Q3 2020 | Q2 2021 | 4 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.38% | 0.48% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Point72 Hong Kong Ltd | 1 | 1 | 0.02% | 0.09% | 0.15% | Q3 2020 | Q3 2022 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Alpha Family Trust | 4 | 4 | 6.59% | 10.12% | 12.55% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.06% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 4 |
Octahedron Capital Management L.P. | 4 | 4 | 3.26% | 5.06% | 6.79% | Q4 2021 | Q3 2022 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Capital Research Global Investors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LYELL WEALTH MANAGEMENT, LP | 4 | 4 | 0.07% | 0.13% | 0.19% | Q4 2021 | Q3 2022 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.40% | 0.42% | 0.43% | Q2 2022 | Q4 2022 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
BANK OF HAWAII | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Impax Asset Management Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Polianta Ltd | 1 | 1 | 0.41% | 0.51% | 0.62% | Q3 2022 | Q3 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.12% | 0.19% | 0.32% | Q4 2020 | Q3 2021 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 3 |
Kamunting Street Capital Management, L.P. | 3 | 3 | 0.62% | 7.80% | 19.24% | Q3 2022 | Q1 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.18% | 0.22% | 0.28% | Q3 2021 | Q2 2022 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Bridgewater Associates | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
SHUFRO ROSE & CO LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q1 2022 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.15% | 0.17% | 0.22% | Q3 2020 | Q2 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.16% | 0.23% | Q3 2021 | Q2 2023 | 3 |
Brevan Howard Capital Management LP | 3 | 3 | 0.15% | 0.20% | 0.31% | Q1 2021 | Q3 2021 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
SHELL ASSET MANAGEMENT CO | 2 | 1 | 0.00% | 0.18% | 0.28% | Q2 2021 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
HERSHEY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 0.14% | 0.84% | 1.32% | Q2 2021 | Q4 2021 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q1 2022 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
VIKING GLOBAL INVESTORS LP | 3 | 3 | 0.42% | 0.49% | 0.60% | Q3 2020 | Q1 2021 | 3 |
FORSTA AP-FONDEN | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.20% | 0.47% | Q2 2021 | Q1 2022 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.18% | 1.59% | 2.52% | Q1 2021 | Q3 2021 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
State of Wyoming | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Texas Capital Bank Wealth Management Services Inc | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.45% | 0.84% | 1.16% | Q4 2021 | Q2 2022 | 3 |
WADE G W & INC | 3 | 3 | 0.06% | 0.14% | 0.20% | Q2 2021 | Q4 2021 | 3 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.12% | 0.25% | 0.37% | Q4 2021 | Q2 2022 | 3 |
Matrix Capital Management Company, LP | 2 | 1 | 0.16% | 0.52% | 0.83% | Q3 2020 | Q3 2022 | 3 |
Whale Rock Capital Management | 3 | 3 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q1 2021 | 3 |
Dragoneer Investment Group | 3 | 3 | 1.44% | 1.90% | 2.30% | Q3 2020 | Q1 2021 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Yarbrough Capital, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Temasek Holdings (Private) Ltd | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.14% | 0.23% | Q2 2021 | Q2 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q4 2021 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Koss-Olinger Consulting, LLC | 2 | 1 | 0.03% | 0.29% | 0.44% | Q1 2021 | Q2 2023 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
1623 Capital LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q1 2021 | Q3 2021 | 3 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Columbia Trust Co 01012016 | 3 | 3 | 0.15% | 0.20% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Crawford Lake Capital Management, LLC | 3 | 3 | 0.70% | 2.17% | 3.90% | Q3 2021 | Q1 2022 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q1 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 1 | 0.04% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 3 |
Operose Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EPIQ PARTNERS, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q3 2021 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q3 2021 | Q1 2022 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.06% | 0.14% | 0.24% | Q2 2021 | Q2 2023 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 3 |
Quantbot Technologies LP | 1 | 1 | 0.07% | 0.16% | 0.34% | Q2 2021 | Q3 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Epoch Investment Partners, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Andra AP-fonden | 3 | 3 | 0.19% | 0.22% | 0.25% | Q2 2021 | Q4 2021 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q4 2023 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 3 |
GenTrust, LLC | 3 | 3 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q4 2021 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.10% | 0.15% | Q2 2021 | Q2 2022 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q4 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.19% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlas Principals, LLC | 2 | 2 | 0.86% | 3.86% | 8.62% | Q4 2021 | Q1 2022 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2021 | 3 |
FORD FOUNDATION | 3 | 3 | 10.14% | 12.42% | 14.03% | Q4 2021 | Q2 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 3 |
Shay Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 1.50% | 1.95% | 2.40% | Q1 2021 | Q1 2022 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.12% | 0.16% | 0.20% | Q1 2022 | Q2 2022 | 2 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.27% | 0.61% | 0.94% | Q3 2020 | Q4 2020 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.51% | 0.53% | 0.54% | Q3 2020 | Q3 2022 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.11% | 0.38% | 0.66% | Q3 2021 | Q4 2021 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.08% | 0.13% | Q3 2020 | Q1 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.67% | 0.69% | 0.70% | Q3 2021 | Q4 2021 | 2 |
Patten Group, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 1.04% | 1.11% | 1.18% | Q1 2021 | Q2 2021 | 2 |
EFG Asset Management (North America) Corp. | 2 | 2 | 0.76% | 0.79% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 2 |
black-and-white Capital LP | 1 | 1 | 1.16% | 1.36% | 1.56% | Q3 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
FengHe Fund Management Pte. Ltd. | 1 | 1 | 0.86% | 1.13% | 1.40% | Q3 2022 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.15% | 0.42% | 0.69% | Q1 2021 | Q2 2021 | 2 |
World Asset Management Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MIG Capital, LLC | 2 | 2 | 1.06% | 1.09% | 1.12% | Q1 2022 | Q2 2022 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.10% | 0.35% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 2 |
Tairen Capital Ltd | 2 | 2 | 0.32% | 0.52% | 0.71% | Q2 2023 | Q3 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 2.11% | 2.55% | 2.99% | Q3 2020 | Q4 2020 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2022 | Q3 2022 | 2 |
PALO ALTO WEALTH ADVISORS, LLC | 2 | 2 | 0.55% | 0.57% | 0.59% | Q4 2022 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.02% | 0.13% | 0.23% | Q3 2022 | Q3 2023 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2021 | Q1 2022 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q4 2021 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Seaport Global Advisors, LLC | 2 | 2 | 0.30% | 0.35% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 58.38% | 62.51% | 66.64% | Q3 2020 | Q4 2020 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Oak Thistle LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2023 | Q2 2023 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Grosvenor Holdings, L.L.C. | 2 | 2 | 7.31% | 8.41% | 9.50% | Q3 2020 | Q4 2020 | 2 |
Flight Deck Capital, LP | 2 | 2 | 5.76% | 6.05% | 6.34% | Q2 2022 | Q3 2022 | 2 |
Contour Asset Management LLC | 2 | 2 | 3.44% | 6.06% | 8.68% | Q2 2023 | Q3 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 1.57% | 1.84% | 2.11% | Q4 2021 | Q1 2022 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Pentwater Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AO Asset Management, LP | 1 | 1 | 0.76% | 1.06% | 1.35% | Q3 2021 | Q1 2022 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 2 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
L & S Advisors Inc | 1 | 1 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q2 2023 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.16% | 0.23% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q4 2021 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Perpetual Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q1 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NWI MANAGEMENT LP | 2 | 2 | 0.15% | 0.47% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 2 |
Natixis Investment Managers International | 2 | 2 | 1.10% | 1.18% | 1.25% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ThornTree Capital Partners LP | 1 | 1 | 0.80% | 0.87% | 0.93% | Q3 2020 | Q1 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.43% | 0.58% | 0.74% | Q3 2020 | Q2 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.11% | 0.41% | 0.71% | Q4 2021 | Q1 2022 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GLYNN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
LGT Group Foundation | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
White Lighthouse Investment Management Inc. | 2 | 2 | 1.19% | 1.22% | 1.26% | Q2 2021 | Q3 2021 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
CLOVERFIELDS CAPITAL GROUP, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.23% | 0.25% | 0.27% | Q3 2023 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.37% | 0.59% | 0.82% | Q3 2020 | Q3 2021 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q1 2022 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.42% | 0.46% | 0.50% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.73% | 0.92% | 1.10% | Q3 2021 | Q2 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q1 2023 | 2 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 2 | 2 | 14.28% | 18.15% | 22.03% | Q3 2020 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.22% | 0.32% | 0.42% | Q4 2020 | Q1 2021 | 2 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2 | 2 | 0.74% | 0.74% | 0.75% | Q3 2021 | Q4 2021 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.56% | 0.71% | 0.86% | Q4 2021 | Q1 2022 | 2 |
LMR Partners LLP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 2 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Antara Capital LP | 1 | 1 | 0.15% | 0.26% | 0.37% | Q4 2021 | Q4 2021 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 1.00% | 1.16% | 1.32% | Q4 2021 | Q1 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2022 | 2 |
HWG Holdings LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q1 2021 | Q2 2021 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.91% | 1.47% | 2.04% | Q4 2021 | Q1 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.32% | 0.62% | Q1 2022 | Q4 2022 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2020 | Q3 2020 | 1 |
Summit Global Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Islet Management, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2021 | Q3 2021 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Alta Park Capital, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2020 | Q3 2020 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HILLMAN CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 7.26% | 7.26% | 7.26% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 12.66% | 12.66% | 12.66% | Q2 2023 | Q2 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2022 | Q1 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Builders Union Fund LP | 1 | 1 | 5.51% | 5.51% | 5.51% | Q1 2021 | Q1 2021 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
F/M Investments LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Metzler seel. Sohn & Co. AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Junto Capital Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
Comprehensive Financial Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TLWM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Bell & Brown Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 8.58% | 8.58% | 8.58% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Portman Ltd | 1 | 1 | 8.19% | 8.19% | 8.19% | Q4 2021 | Q4 2021 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
VERITY Wealth Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
PROFUND ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tao Capital Management LP | 1 | 1 | 8.68% | 8.68% | 8.68% | Q4 2022 | Q4 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Alta Wealth Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trustees of Princeton University | 1 | 1 | 9.50% | 9.50% | 9.50% | Q4 2021 | Q4 2021 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2020 | Q3 2020 | 1 |
Crystal Rock Capital Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
TCW GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q3 2021 | Q3 2021 | 1 |
E Fund Management Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AGF Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kepos Capital LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Capital, Inc. | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2022 | Q4 2022 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2020 | Q3 2020 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q3 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bullseye Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Skye Global Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Carmignac Gestion | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 6.28% | 6.28% | 6.28% | Q2 2023 | Q2 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPT Invest Management Sarl | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2021 | Q3 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Franchise Capital Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bank of New Hampshire | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2023 | Q2 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
OBERWEIS ASSET MANAGEMENT INC/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
EMJ Capital Ltd. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2021 | Q3 2021 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DUMAC, INC. | 1 | 1 | 27.07% | 27.07% | 27.07% | Q1 2021 | Q1 2021 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capital Impact Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Alight Capital Management LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q2 2023 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2022 | Q1 2022 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2022 | Q1 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Triumph Capital Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Ratan Capital Management LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own UNITY SOFTWARE INC or have owned UNITY SOFTWARE INC in the past.