UPSTART HLDGS INC shareholder history

Current and past UPSTART HLDGS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 11110.00%0.01%0.05%Q1 2021Q3 202333
Cutler Group LLC / CA 11110.01%0.19%0.81%Q1 2021Q3 202333
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12120.00%0.02%0.11%Q4 2020Q3 202332
WOLVERINE TRADING, LLC 720.00%0.03%0.09%Q1 2021Q3 202327
Walleye Trading LLC 11110.00%0.02%0.08%Q1 2021Q3 202327
NOMURA HOLDINGS INC 11110.00%0.03%0.13%Q1 2021Q3 202326
BANK OF AMERICA CORP /DE/ 12120.00%0.00%0.01%Q4 2020Q3 202326
D. E. Shaw & Co., Inc. 11110.00%0.04%0.22%Q1 2021Q3 202325
PEAK6 Investments LLC 11110.00%0.03%0.21%Q1 2021Q3 202324
GOLDMAN SACHS GROUP INC 12120.00%0.00%0.02%Q4 2020Q3 202323
HAP Trading, LLC 10100.00%0.06%0.36%Q2 2021Q3 202323
JANE STREET GROUP, LLC 12120.00%0.03%0.15%Q4 2020Q3 202322
MILLENNIUM MANAGEMENT LLC 12120.00%0.00%0.03%Q4 2020Q3 202322
UBS Group AG 12120.00%0.00%0.01%Q4 2020Q3 202321
TWO SIGMA SECURITIES, LLC 620.01%0.07%0.30%Q3 2021Q3 202319
BANK OF MONTREAL /CAN/ 820.00%0.00%0.03%Q1 2021Q3 202318
CITIGROUP INC 11110.00%0.01%0.04%Q1 2021Q3 202317
DEUTSCHE BANK AG\ 11110.00%0.00%0.02%Q1 2021Q3 202317
Parallax Volatility Advisers, L.P. 660.00%0.03%0.12%Q3 2021Q4 202217
Carmichael Hill & Associates, Inc. 10100.00%0.01%0.05%Q2 2021Q3 202316
WOLVERINE ASSET MANAGEMENT LLC 880.00%0.04%0.27%Q4 2021Q3 202315
HSBC HOLDINGS PLC 10100.00%0.01%0.09%Q2 2021Q3 202315
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202314
CREDIT SUISSE AG/ 10100.00%0.00%0.02%Q2 2021Q3 202314
Anchor Investment Management, LLC 11110.00%0.00%0.00%Q2 2021Q4 202314
Sculptor Capital LP 420.00%0.09%0.22%Q1 2021Q1 202314
BARCLAYS PLC 770.00%0.01%0.03%Q1 2022Q3 202314
Caption Management, LLC 610.00%0.02%0.13%Q3 2021Q3 202313
CAPITAL FUND MANAGEMENT S.A. 770.00%0.02%0.06%Q1 2022Q3 202313
Squarepoint Ops LLC 520.00%0.01%0.01%Q1 2021Q3 202313
GEODE CAPITAL MANAGEMENT, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Legal & General Group Plc 12120.00%0.00%0.01%Q4 2020Q3 202312
CLEAR STREET MARKETS LLC 310.01%0.17%0.93%Q2 2021Q2 202312
MORGAN STANLEY 12120.00%0.02%0.05%Q4 2020Q3 202312
OPTIMUM INVESTMENT ADVISORS 12120.00%0.01%0.04%Q1 2021Q4 202312
OSAIC HOLDINGS, INC. 12120.00%0.00%0.02%Q4 2020Q3 202312
FRED ALGER MANAGEMENT, LLC 12120.01%0.34%1.61%Q4 2020Q3 202312
AMERIPRISE FINANCIAL INC 12120.00%0.01%0.03%Q4 2020Q3 202312
Belvedere Trading LLC 410.00%0.00%0.01%Q2 2022Q3 202312
VANGUARD GROUP INC 12120.00%0.01%0.04%Q4 2020Q3 202312
Verition Fund Management LLC 510.00%0.01%0.04%Q2 2021Q3 202312
Valeo Financial Advisors, LLC 910.00%0.02%0.05%Q1 2021Q3 202312
Cubist Systematic Strategies, LLC 910.01%0.02%0.05%Q1 2021Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
XR Securities LLC 530.01%0.05%0.17%Q3 2021Q3 202312
Tower Research Capital LLC (TRC) 12120.00%0.02%0.12%Q4 2020Q3 202312
Creative Planning 10100.00%0.00%0.00%Q2 2021Q3 202312
Robeco Institutional Asset Management B.V. 12120.00%0.06%0.15%Q4 2020Q3 202312
BlackRock Inc. 12120.00%0.00%0.02%Q4 2020Q3 202312
ALLIANCEBERNSTEIN L.P. 11110.00%0.00%0.00%Q1 2021Q3 202311
US BANCORP \DE\ 11110.00%0.00%0.03%Q1 2021Q3 202311
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.00%0.01%0.02%Q1 2021Q3 202311
FMR LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CKW FINANCIAL GROUP 11110.00%0.01%0.03%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
Bank of New York Mellon Corp 11110.00%0.00%0.01%Q1 2021Q3 202311
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 11110.00%0.01%0.02%Q1 2021Q3 202311
Geneos Wealth Management Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
STATE STREET CORP 11110.00%0.00%0.01%Q1 2021Q3 202311
WOLFF WIESE MAGANA LLC 11110.00%0.15%0.78%Q1 2021Q3 202311
NVWM, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Nuveen Asset Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
RHUMBLINE ADVISERS 11110.00%0.00%0.02%Q1 2021Q3 202311
IFP Advisors, Inc 11110.00%0.00%0.01%Q1 2021Q3 202311
SG Americas Securities, LLC 11110.00%0.06%0.19%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
NEW YORK STATE COMMON RETIREMENT FUND 11110.00%0.00%0.02%Q1 2021Q3 202311
AMALGAMATED BANK 11110.00%0.01%0.02%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.02%Q1 2021Q3 202311
VOYA INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.00%0.00%Q2 2021Q4 202311
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Carnegie Capital Asset Management, LLC 11110.02%0.39%1.19%Q1 2021Q3 202311
Invesco Ltd. 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
NORTHERN TRUST CORP 11110.00%0.00%0.02%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 11110.01%0.12%0.58%Q4 2020Q2 202311
LPL Financial LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 920.00%0.00%0.01%Q4 2020Q3 202311
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Mirae Asset Global Investments Co., Ltd. 10100.02%0.19%0.97%Q2 2021Q3 202310
Compagnie Lombard Odier SCmA 10100.00%0.00%0.00%Q2 2021Q3 202310
Zurcher Kantonalbank (Zurich Cantonalbank) 10100.00%0.00%0.00%Q2 2021Q3 202310
Walleye Capital LLC 310.00%0.01%0.03%Q3 2021Q3 202310
Mitsubishi UFJ Asset Management Co., Ltd. 10100.00%0.00%0.01%Q2 2021Q3 202310
VICTORY CAPITAL MANAGEMENT INC 820.00%0.00%0.01%Q1 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
ALBION FINANCIAL GROUP /UT 10100.00%0.01%0.03%Q2 2021Q3 202310
Your Advocates Ltd., LLP 10100.00%0.01%0.02%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.01%Q2 2021Q3 202310
Westside Investment Management, Inc. 10100.00%0.09%0.30%Q2 2021Q3 202310
RAYMOND JAMES & ASSOCIATES 10100.00%0.00%0.01%Q1 2021Q2 202310
Harel Insurance Investments & Financial Services Ltd. 10100.00%0.02%0.07%Q2 2021Q3 202310
SHELL ASSET MANAGEMENT CO 10100.00%0.00%0.01%Q2 2021Q3 202310
Sandy Spring Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
TCI Wealth Advisors, Inc. 990.05%0.23%0.90%Q3 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.01%Q2 2021Q3 202310
Glassman Wealth Services 820.00%0.00%0.01%Q1 2021Q3 202310
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 10100.00%0.01%0.02%Q2 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
Clearstead Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Arizona State Retirement System 10100.00%0.01%0.01%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10100.00%0.00%0.00%Q2 2021Q3 202310
Prestige Wealth Management Group LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Russell Investments Group, Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
GABLES CAPITAL MANAGEMENT INC. 990.00%0.07%0.27%Q3 2021Q3 20239
Amundi 990.00%0.01%0.04%Q3 2021Q3 20239
NATIXIS 410.00%0.01%0.02%Q1 2021Q3 20239
Advisory Services Network, LLC 810.01%0.04%0.08%Q2 2021Q3 20239
CENTRAL TRUST Co 990.00%0.00%0.00%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 990.03%0.12%0.22%Q3 2021Q3 20239
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.01%0.08%Q3 2021Q3 20239
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 990.00%0.01%0.03%Q1 2021Q1 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Coastal Bridge Advisors, LLC 990.13%0.46%1.12%Q3 2021Q3 20239
Orion Capital Management LLC 990.06%0.30%1.08%Q3 2021Q3 20239
West Oak Capital, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
EMJ Capital Ltd. 410.54%3.95%9.01%Q4 2020Q1 20229
SIGNATUREFD, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Kercheville Advisors, LLC 990.09%0.24%0.61%Q3 2021Q3 20239
MML INVESTORS SERVICES, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Manchester Capital Management LLC 990.00%0.06%0.17%Q3 2021Q3 20239
Parkside Financial Bank & Trust 990.00%0.00%0.01%Q3 2021Q3 20239
Advisors Asset Management, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
TSFG, LLC 990.00%0.01%0.04%Q3 2021Q3 20239
Treasurer of the State of North Carolina 990.00%0.01%0.03%Q1 2021Q1 20239
TOTH FINANCIAL ADVISORY CORP 990.00%0.01%0.02%Q3 2021Q3 20239
Tradewinds Capital Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
AE Wealth Management LLC 630.00%0.01%0.02%Q2 2021Q3 20239
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q3 2021Q3 20239
ADIRONDACK TRUST CO 990.00%0.01%0.02%Q3 2021Q3 20239
PRICE T ROWE ASSOCIATES INC /MD/ 990.00%0.00%0.01%Q3 2021Q3 20239
State of New Jersey Common Pension Fund D 620.01%0.01%0.01%Q2 2021Q3 20238
Quantbot Technologies LP 880.00%0.02%0.05%Q2 2021Q1 20238
Quent Capital, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.01%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
NORGES BANK 710.00%0.01%0.02%Q4 2020Q4 20228
Investors Research Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Prospera Financial Services Inc 530.01%0.03%0.05%Q3 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Maxi Investments CY Ltd 880.17%0.59%1.53%Q4 2021Q3 20238
TUDOR INVESTMENT CORP ET AL 410.01%0.03%0.12%Q4 2020Q2 20238
North Star Investment Management Corp. 880.00%0.00%0.00%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 420.00%0.00%0.01%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
Tradition Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
FIRST TRUST ADVISORS LP 410.00%0.01%0.03%Q2 2021Q3 20238
Cetera Advisor Networks LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Twin Tree Management, LP 440.00%0.02%0.05%Q4 2021Q3 20228
Focused Wealth Management, Inc 880.00%0.00%0.01%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.92%1.84%3.21%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q4 2021Q3 20238
Heritage Wealth Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
Kistler-Tiffany Companies, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Skandinaviska Enskilda Banken AB (publ) 880.00%0.00%0.00%Q4 2021Q3 20238
STATE OF WISCONSIN INVESTMENT BOARD 510.00%0.00%0.01%Q1 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.01%0.01%Q4 2021Q3 20238
Rafferty Asset Management, LLC 620.00%0.01%0.05%Q1 2021Q3 20238
JANUS HENDERSON GROUP PLC 620.00%0.00%0.00%Q2 2021Q3 20238
MARSHALL WACE, LLP 710.00%0.00%0.02%Q2 2021Q2 20238
Missouri Trust & Investment Co 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.00%0.02%0.08%Q4 2021Q3 20238
Gould Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Castleview Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ARCADIA INVESTMENT MANAGEMENT CORP/MI 880.02%0.04%0.05%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.01%0.03%Q3 2021Q2 20238
RE Dickinson Investment Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Liontrust Investment Partners LLP 620.04%0.09%0.16%Q3 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Column Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Asset Management One Co., Ltd. 880.00%0.00%0.01%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Strategic Family Wealth Counselors, L.L.C. 520.11%0.33%0.86%Q2 2021Q3 20237
Baader Bank Aktiengesellschaft 610.01%0.11%0.58%Q4 2021Q3 20237
Virtu Financial LLC 510.05%0.18%0.52%Q2 2021Q3 20237
Cetera Investment Advisers 520.00%0.00%0.01%Q2 2021Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.00%0.01%0.02%Q1 2021Q3 20227
Vulcan Value Partners, LLC 770.42%2.75%7.23%Q4 2020Q2 20227
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 520.01%0.02%0.04%Q4 2021Q3 20237
BALDWIN BROTHERS LLC/MA 770.00%0.02%0.04%Q1 2021Q3 20227
QUADRANT CAPITAL GROUP LLC 430.00%0.00%0.00%Q3 2021Q3 20237
Alpha Paradigm Partners, LLC 770.00%0.03%0.16%Q1 2021Q3 20227
AtonRa Partners 610.31%1.18%2.52%Q1 2021Q3 20237
IEQ CAPITAL, LLC 520.00%0.03%0.06%Q3 2021Q2 20237
CREDIT AGRICOLE S A 610.00%0.00%0.00%Q3 2021Q3 20237
Bayesian Capital Management, LP 320.06%0.10%0.19%Q2 2021Q3 20237
Hilltop Holdings Inc. 610.02%0.06%0.13%Q4 2021Q3 20237
Oakworth Capital, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
TWO SIGMA INVESTMENTS, LP 210.02%0.13%0.49%Q3 2021Q3 20237
Ellevest, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Ensign Peak Advisors, Inc 430.00%0.00%0.00%Q4 2021Q3 20237
Neuberger Berman Group LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Riggs Asset Managment Co. Inc. 770.00%0.11%0.55%Q4 2021Q2 20237
WEALTH ADVISORS, INC. 550.00%0.12%0.30%Q1 2021Q1 20227
DIMENSIONAL FUND ADVISORS LP 430.00%0.00%0.00%Q3 2021Q3 20237
Tyler-Stone Wealth Management 520.01%0.28%0.55%Q4 2021Q3 20237
Gotham Asset Management, LLC 310.00%0.03%0.04%Q1 2021Q2 20237
Swiss National Bank 520.00%0.00%0.01%Q2 2021Q3 20237
IMC-Chicago, LLC 420.00%0.04%0.13%Q2 2021Q4 20227
Schonfeld Strategic Advisors LLC 510.00%0.01%0.03%Q2 2021Q2 20237
Private Advisor Group, LLC 520.00%0.00%0.01%Q3 2021Q3 20237
NewEdge Advisors, LLC 410.00%0.01%0.04%Q3 2021Q3 20237
American Portfolios Advisors 770.00%0.04%0.11%Q1 2021Q3 20227
Accel Wealth Management 770.00%0.00%0.00%Q3 2021Q1 20237
MERCER GLOBAL ADVISORS INC /ADV 520.00%0.01%0.04%Q2 2021Q3 20237
TEACHER RETIREMENT SYSTEM OF TEXAS 610.00%0.00%0.01%Q4 2020Q3 20227
Capital Impact Advisors, LLC 770.05%0.33%0.93%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SEVEN EIGHT CAPITAL, LP 510.03%0.28%0.45%Q2 2021Q3 20237
MetLife Investment Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Pacifica Partners Inc. 770.00%0.00%0.00%Q2 2022Q4 20237
Triumph Capital Management 610.09%0.30%0.45%Q2 2021Q1 20237
Horan Securities, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
VOLORIDGE INVESTMENT MANAGEMENT, LLC 420.03%0.20%0.51%Q2 2021Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.03%0.07%Q3 2021Q3 20236
Larson Financial Group LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Capital International Investors 660.01%0.01%0.02%Q4 2020Q1 20226
Penserra Capital Management LLC 660.00%0.06%0.21%Q4 2020Q1 20226
Point72 Asset Management, L.P. 210.00%0.02%0.11%Q2 2021Q3 20236
Venturi Wealth Management, LLC 330.00%0.01%0.03%Q3 2021Q3 20236
Mezzasalma Advisors, LLC 420.13%0.61%2.03%Q3 2021Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
SANDLER CAPITAL MANAGEMENT 660.81%1.36%2.17%Q2 2022Q3 20236
Harvest Fund Management Co., Ltd 660.00%0.00%0.01%Q3 2021Q4 20226
OPPENHEIMER ASSET MANAGEMENT INC. 410.00%0.02%0.04%Q4 2020Q3 20236
Cribstone Capital Management, LLC 660.00%0.02%0.06%Q3 2021Q4 20226
Banque Cantonale Vaudoise 660.00%0.00%0.00%Q2 2022Q3 20236
Stratos Wealth Partners, LTD. 420.01%0.01%0.03%Q3 2021Q3 20236
Malaga Cove Capital, LLC 660.16%0.50%0.96%Q2 2021Q3 20226
Coatue Management 660.12%0.36%0.90%Q2 2022Q3 20236
AMERICAN CENTURY COMPANIES INC 420.00%0.00%0.00%Q2 2021Q3 20236
BANQUE PICTET & CIE SA 510.01%0.03%0.07%Q1 2022Q3 20236
Miracle Mile Advisors, LLC 510.01%0.03%0.04%Q1 2022Q3 20236
RESOURCES MANAGEMENT CORP /CT/ /ADV 660.00%0.03%0.19%Q1 2022Q2 20236
Zweig-DiMenna Associates LLC 660.06%0.33%0.84%Q2 2022Q3 20236
GRIFFIN ASSET MANAGEMENT, INC. 660.03%0.19%0.53%Q2 2021Q3 20226
EXCHANGE TRADED CONCEPTS, LLC 510.00%0.01%0.02%Q3 2021Q2 20236
ExodusPoint Capital Management, LP 210.00%0.01%0.01%Q4 2020Q4 20226
Private Ocean, LLC 310.00%0.00%0.00%Q1 2021Q1 20236
Gs Investments, Inc. 660.03%0.04%0.06%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.01%Q1 2022Q3 20236
Founders Capital Management 660.00%0.01%0.02%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 330.00%0.01%0.01%Q1 2022Q3 20236
PRINCIPAL FINANCIAL GROUP INC 420.00%0.00%0.00%Q3 2021Q3 20236
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.00%0.01%0.02%Q3 2021Q4 20226
Jump Financial, LLC 330.01%0.09%0.22%Q3 2021Q3 20236
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q2 2021Q3 20236
METROPOLITAN LIFE INSURANCE CO/NY 420.00%0.01%0.01%Q1 2021Q3 20236
CIBC WORLD MARKET INC. 660.00%0.00%0.01%Q2 2021Q3 20226
Vontobel Holding Ltd. 510.00%0.02%0.04%Q2 2021Q2 20236
Lindbrook Capital, LLC 310.00%0.00%0.01%Q3 2021Q3 20236
CenterStar Asset Management, LLC 210.00%0.03%0.08%Q1 2021Q2 20235
Handelsbanken Fonder AB 320.00%0.01%0.02%Q4 2021Q3 20235
CIBC Asset Management Inc 550.00%0.00%0.00%Q1 2021Q1 20225
Perigon Wealth Management, LLC 310.02%0.04%0.07%Q3 2011Q3 20225
Daiwa Securities Group Inc. 320.00%0.00%0.00%Q4 2021Q3 20235
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2021Q3 20225
Souders Financial Advisors 550.16%0.24%0.44%Q1 2021Q1 20225
EVERMAY WEALTH MANAGEMENT LLC 410.00%0.00%0.01%Q3 2021Q4 20225
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q3 2021Q2 20235
Asset Dedication, LLC 210.00%0.00%0.01%Q2 2021Q3 20235
ProShare Advisors LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Cetera Advisors LLC 310.00%0.00%0.01%Q3 2021Q2 20235
HighTower Advisors, LLC 310.00%0.00%0.00%Q3 2021Q2 20235
Kore Private Wealth LLC 410.04%0.15%0.35%Q1 2021Q2 20225
Optiver Holding B.V. 320.00%0.00%0.01%Q2 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
NISA INVESTMENT ADVISORS, LLC 320.00%0.01%0.02%Q1 2022Q3 20235
HHM Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
B. Riley Wealth Advisors, Inc. 550.01%0.05%0.10%Q2 2021Q2 20225
XTX Topco Ltd 310.06%0.17%0.26%Q2 2021Q1 20235
Rossmore Private Capital 550.04%0.08%0.16%Q1 2021Q1 20225
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.02%Q3 2021Q3 20225
Kamunting Street Capital Management, L.P. 410.50%1.55%4.60%Q2 2021Q4 20225
PRELUDE CAPITAL MANAGEMENT, LLC 310.01%0.02%0.02%Q1 2021Q1 20225
Kestra Advisory Services, LLC 550.00%0.01%0.03%Q3 2021Q3 20225
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
DekaBank Deutsche Girozentrale 410.00%0.00%0.01%Q3 2021Q3 20235
Sigma Planning Corp 550.01%0.02%0.04%Q2 2021Q2 20225
HRT FINANCIAL LP 320.00%0.02%0.03%Q4 2021Q1 20235
MACQUARIE GROUP LTD 550.00%0.00%0.01%Q2 2021Q2 20225
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Synergy Financial Group, LTD 410.31%0.88%1.50%Q4 2021Q2 20235
Bellwether Advisors, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Oxbow Advisors, LLC 550.04%0.08%0.12%Q1 2021Q1 20225
Lake Point Wealth Management 550.00%0.00%0.00%Q2 2021Q2 20225
Consolidated Investment Group LLC 551.20%5.02%11.02%Q2 2021Q2 20225
ADVISORY RESEARCH INC 550.04%0.14%0.27%Q1 2021Q1 20225
SOA Wealth Advisors, LLC. 320.00%0.01%0.03%Q2 2021Q3 20225
FNY Investment Advisers, LLC 210.00%0.10%0.40%Q1 2021Q3 20225
Third Point 554.01%10.16%21.42%Q4 2020Q4 20215
SVB WEALTH LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Gradient Investments LLC 310.00%0.00%0.00%Q4 2021Q3 20235
D.A. DAVIDSON & CO. 550.00%0.01%0.03%Q2 2021Q2 20225
Renaissance Technologies 550.00%0.15%0.38%Q2 2021Q2 20225
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q3 2021Q3 20235
Vanguard Personalized Indexing Management, LLC 550.01%0.04%0.08%Q2 2021Q2 20225
SIMPLEX TRADING, LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Capital World Investors 550.00%0.00%0.01%Q4 2020Q4 20215
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.06%0.14%Q2 2021Q3 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Gladstone Institutional Advisory LLC 550.03%0.17%0.31%Q2 2021Q2 20225
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Interval Partners, LP 210.03%0.10%0.19%Q2 2021Q1 20234
Private Capital Group, LLC 220.00%0.00%0.00%Q2 2021Q2 20224
Kuvari Partners LLP 4415.02%61.70%100.00%Q2 2021Q1 20224
Iron Horse Wealth Management, LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Farmers & Merchants Trust Co of Chambersburg PA 440.00%0.01%0.01%Q1 2022Q4 20224
WHITEBOX ADVISORS LLC 440.05%0.14%0.21%Q4 2022Q3 20234
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
Winch Advisory Services, LLC 310.00%0.01%0.02%Q1 2021Q1 20224
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.01%0.06%Q3 2021Q3 20224
TORONTO DOMINION BANK 310.00%0.00%0.01%Q4 2021Q1 20234
VK Services, LLC 446.76%10.16%18.79%Q4 2020Q3 20214
Blueshift Asset Management, LLC 440.04%0.06%0.12%Q4 2021Q3 20224
Apollon Wealth Management, LLC 220.01%0.02%0.03%Q4 2021Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 440.02%0.03%0.06%Q3 2021Q2 20224
Centiva Capital, LP 210.01%0.02%0.04%Q2 2021Q4 20224
BlueCrest Capital Management Ltd 440.01%0.24%0.91%Q2 2021Q1 20224
Longitude (Cayman) Ltd. 440.36%0.71%1.24%Q4 2021Q3 20224
Morse Asset Management, Inc 440.11%0.19%0.39%Q2 2021Q1 20224
Arkadios Wealth Advisors 210.00%0.16%0.36%Q3 2021Q3 20224
Atika Capital Management LLC 440.55%2.35%5.12%Q2 2021Q1 20224
COWEN AND COMPANY, LLC 110.00%0.25%0.89%Q1 2021Q4 20224
Utah Retirement Systems 440.00%0.01%0.03%Q3 2021Q2 20224
GFG Capital, LLC 440.28%1.15%2.67%Q4 2021Q3 20224
Paradiem, LLC 440.90%1.09%1.26%Q2 2021Q1 20224
GSA CAPITAL PARTNERS LLP 110.03%0.04%0.07%Q4 2020Q3 20234
ACT CAPITAL MANAGEMENT, LLC 440.61%1.41%2.80%Q2 2021Q1 20224
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
CI INVESTMENTS INC. 440.01%0.02%0.04%Q3 2021Q2 20224
JUPITER ASSET MANAGEMENT LTD 440.01%0.02%0.05%Q4 2020Q3 20214
Bordeaux Wealth Advisors LLC 441.31%2.60%4.17%Q4 2021Q3 20224
Simplify Asset Management Inc. 110.01%0.02%0.04%Q3 2021Q1 20224
Inspire Advisors, LLC 310.04%0.07%0.13%Q3 2022Q3 20234
J.P. Morgan Private Wealth Advisors LLC 440.01%0.02%0.04%Q3 2021Q2 20224
SG3 Management, LLC 210.04%0.48%1.22%Q2 2021Q1 20224
Horrell Capital Management, Inc. 310.00%0.00%0.00%Q3 2021Q2 20234
Sugarloaf Wealth Management, LLC 440.00%0.00%0.01%Q3 2021Q2 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
SALEM INVESTMENT COUNSELORS INC 440.00%0.00%0.01%Q3 2021Q2 20224
Perennial Investment Advisors, LLC 440.08%0.16%0.37%Q2 2021Q1 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Harbour Capital Advisors, LLC 440.06%0.14%0.26%Q2 2021Q1 20224
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 440.01%0.01%0.02%Q4 2021Q3 20224
Financial Connections Group, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
Atria Wealth Solutions, Inc. 210.00%0.01%0.02%Q1 2022Q2 20234
Mach-1 Financial Group, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Independent Advisor Alliance 210.01%0.04%0.07%Q3 2021Q2 20234
Inscription Capital, LLC 310.04%0.22%0.34%Q3 2021Q1 20234
Freshford Capital Management, LLC 310.53%0.92%1.20%Q3 2022Q3 20234
Railway Pension Investments Ltd 440.02%0.03%0.06%Q2 2021Q1 20224
O'Dell Group, LLC 310.00%0.00%0.00%Q1 2022Q2 20234
Korea Investment CORP 440.00%0.01%0.04%Q4 2021Q3 20224
OCCUDO QUANTITATIVE STRATEGIES LP 220.09%0.23%0.54%Q2 2021Q3 20224
Clearstead Trust, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Edmonds Duncan Registered Investment Advisors, LLC 440.06%0.10%0.18%Q2 2021Q1 20224
Plante Moran Financial Advisors, LLC 310.00%0.01%0.04%Q4 2021Q1 20234
Avior Wealth Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
CTC LLC 310.00%0.00%0.01%Q4 2021Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q1 2022Q4 20224
Renaissance Capital LLC 440.28%0.77%1.38%Q2 2021Q1 20224
PayPay Securities Corp 440.03%0.17%0.47%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.02%0.03%Q2 2021Q1 20224
Man Group plc 220.00%0.01%0.02%Q4 2021Q1 20224
BAILARD, INC. 440.02%0.04%0.06%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.01%0.01%0.03%Q2 2021Q1 20224
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.01%Q3 2021Q2 20234
GROUP ONE TRADING, L.P. 210.01%0.01%0.02%Q2 2021Q2 20234
Polar Capital Holdings Plc 440.02%0.03%0.03%Q2 2021Q1 20224
Gerber Kawasaki Wealth & Investment Management 440.02%0.04%0.05%Q3 2021Q2 20224
Mizuho Securities Co. Ltd. 440.00%0.00%0.00%Q4 2021Q3 20224
Ergoteles LLC 110.03%0.12%0.22%Q2 2021Q2 20234
J. Goldman & Co LP 310.01%0.03%0.06%Q2 2022Q2 20234
SEI INVESTMENTS CO 440.00%0.02%0.04%Q2 2021Q1 20224
LEVEL FOUR ADVISORY SERVICES, LLC 220.04%0.06%0.08%Q4 2021Q3 20234
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 210.01%0.14%0.23%Q3 2022Q3 20233
Cypress Point Wealth Management, LLC 330.44%0.50%0.55%Q3 2021Q1 20223
WASHBURN CAPITAL MANAGEMENT, INC. 330.25%0.55%1.08%Q3 2021Q1 20223
Board of Trustees of The Leland Stanford Junior University 210.14%0.21%0.32%Q2 2021Q3 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.03%0.08%0.18%Q3 2021Q2 20223
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q4 2021Q3 20223
NEXT Financial Group, Inc 330.02%0.05%0.08%Q2 2021Q4 20213
Titus Wealth Management 330.18%0.21%0.23%Q3 2021Q1 20223
Tidal Investments LLC 330.01%0.02%0.02%Q3 2021Q1 20223
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 330.00%0.00%0.00%Q4 2021Q2 20223
Paloma Partners Management Co 330.01%0.02%0.02%Q3 2021Q1 20223
B. Riley Wealth Management, Inc. 330.04%0.04%0.05%Q3 2021Q1 20223
Kaizen Financial Strategies 330.32%0.49%0.79%Q3 2021Q1 20223
Trexquant Investment LP 210.04%0.28%0.53%Q4 2021Q3 20233
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.01%0.01%Q1 2022Q2 20223
HOLLENCREST CAPITAL MANAGEMENT 330.00%0.00%0.00%Q4 2022Q2 20233
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q4 2021Q3 20223
Legacy Advisors, LLC 330.09%0.13%0.22%Q2 2021Q4 20213
FULLER & THALER ASSET MANAGEMENT, INC. 330.00%0.09%0.19%Q2 2021Q4 20213
Surevest, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Van Hulzen Asset Management, LLC 330.04%0.06%0.07%Q1 2022Q3 20223
Soros Fund Management 330.32%0.74%1.45%Q4 2020Q2 20213
Princeton Global Asset Management LLC 330.00%0.00%0.01%Q2 2021Q4 20213
SEEYOND 330.00%0.01%0.01%Q1 2022Q3 20223
Vestcor Inc 330.00%0.00%0.00%Q4 2021Q2 20223
Point72 Hong Kong Ltd 330.01%0.06%0.14%Q4 2020Q2 20213
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 330.00%0.00%0.00%Q4 2021Q2 20223
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Blue Trust, Inc. 210.00%0.00%0.00%Q3 2022Q2 20233
Capula Management Ltd 330.00%0.02%0.04%Q4 2022Q2 20233
HOWE & RUSLING INC 330.00%0.00%0.00%Q2 2021Q4 20213
Freemont Management S.A. 330.01%0.01%0.02%Q1 2022Q3 20223
NWAM LLC 330.03%0.06%0.11%Q3 2021Q1 20223
Rollins Financial 210.08%0.14%0.26%Q2 2021Q3 20233
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.01%0.01%Q4 2021Q2 20223
WESTPAC BANKING CORP 330.00%0.00%0.01%Q4 2021Q2 20223
GUGGENHEIM CAPITAL LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CSS LLC/IL 210.01%0.03%0.07%Q3 2021Q3 20233
COMERICA BANK 210.00%0.01%0.03%Q2 2021Q3 20233
PANAGORA ASSET MANAGEMENT INC 210.00%0.00%0.00%Q2 2021Q2 20223
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20213
FIRST FOUNDATION ADVISORS 330.01%0.01%0.02%Q3 2021Q1 20223
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Eos Focused Equity Management, L.P. 331.57%2.45%4.08%Q2 2021Q4 20213
Intersect Capital LLC 330.04%0.04%0.04%Q3 2021Q1 20223
STEPHENS INC /AR/ 330.01%0.01%0.01%Q3 2021Q1 20223
Ahrens Investment Partners LLC 220.00%0.00%0.01%Q4 2021Q1 20223
Cherry Creek Investment Advisors, Inc. 330.18%0.22%0.26%Q3 2021Q1 20223
Wagner Wealth Management, LLC 210.00%0.02%0.02%Q3 2021Q2 20223
Alta Wealth Advisors LLC 330.26%0.43%0.70%Q2 2021Q4 20213
Bridgewater Associates 210.00%0.00%0.00%Q1 2022Q4 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Mitsubishi UFJ Trust & Banking Corp 330.00%0.00%0.01%Q4 2021Q2 20223
BerganKDV Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Beacon Capital Management, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Purus Wealth Management, LLC 330.18%0.25%0.34%Q3 2021Q1 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
RBF Capital, LLC 210.03%0.04%0.06%Q2 2021Q1 20223
MITCHELL MCLEOD PUGH & WILLIAMS INC 210.06%0.08%0.09%Q2 2022Q3 20233
STRS OHIO 330.00%0.01%0.02%Q2 2021Q4 20213
Gemmer Asset Management LLC 210.03%0.03%0.04%Q1 2022Q3 20233
First Bancorp, Inc /ME/ 330.22%0.28%0.32%Q3 2021Q1 20223
Teamwork Financial Advisors, LLC 330.12%0.13%0.14%Q3 2021Q1 20223
State of Wyoming 110.01%0.01%0.01%Q4 2021Q3 20233
XPONANCE, INC. 330.01%0.02%0.03%Q3 2021Q1 20223
Holloway Wealth Management, LLC 330.00%0.00%0.01%Q3 2021Q1 20223
Belpointe Asset Management LLC 210.00%0.00%0.01%Q3 2021Q1 20233
Versant Capital Management, Inc 330.00%0.00%0.01%Q2 2023Q4 20233
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
BOKF, NA 330.01%0.02%0.04%Q3 2021Q1 20223
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Waverton Investment Management Ltd 330.10%0.16%0.21%Q1 2022Q3 20223
Bridgewater Advisors Inc. 330.06%0.09%0.15%Q1 2022Q3 20223
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Qube Research & Technologies Ltd 110.00%0.02%0.06%Q4 2020Q1 20223
Dorsal Capital Management, LP 330.06%0.12%0.20%Q3 2022Q1 20233
GMT CAPITAL CORP 330.02%0.05%0.11%Q1 2022Q3 20223
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q3 2021Q1 20223
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.01%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Prosperity Wealth Management, Inc. 110.08%0.09%0.09%Q2 2023Q2 20233
NEA Management Company, LLC 330.47%0.91%1.66%Q4 2020Q2 20213
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q3 2021Q2 20233
PICTET ASSET MANAGEMENT LTD 330.02%0.02%0.03%Q4 2020Q2 20213
Warren Street Wealth Advisors, LLC 220.09%0.16%0.28%Q4 2021Q1 20223
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 210.00%0.00%0.00%Q2 2021Q2 20223
Capital Advisory Group Advisory Services, LLC 210.00%0.04%0.08%Q2 2021Q1 20223
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.01%0.01%Q4 2021Q2 20223
GILDER GAGNON HOWE & CO LLC 330.00%0.00%0.01%Q3 2021Q1 20223
Leucadia National 110.00%0.00%0.01%Q4 2022Q3 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Andra AP-fonden 210.05%0.16%0.35%Q3 2021Q2 20223
AFT, FORSYTH & COMPANY, INC. 330.27%0.47%0.75%Q3 2021Q1 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
J.W. COLE ADVISORS, INC. 330.02%0.02%0.03%Q3 2021Q1 20223
Hudock, Inc. 330.00%0.01%0.01%Q1 2022Q3 20223
One Wealth Advisors, LLC 210.00%0.90%2.61%Q2 2021Q4 20223
Piscataqua Savings Bank 330.00%0.01%0.01%Q3 2021Q1 20223
Engineers Gate Manager LP 210.04%0.04%0.05%Q3 2021Q3 20223
Maryland State Retirement & Pension System 330.01%0.02%0.03%Q3 2021Q1 20223
KPCB XV Associates, LLC 3313.36%30.39%42.36%Q4 2020Q2 20213
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q2 2021Q4 20213
EVOKE WEALTH, LLC 330.00%0.01%0.01%Q3 2021Q1 20223
Atlas Principals, LLC 222.00%2.15%2.23%Q3 2021Q4 20213
UMB Bank, n.a. 330.00%0.00%0.01%Q4 2021Q2 20223
Holocene Advisors, LP 210.00%0.01%0.01%Q3 2022Q2 20233
NORDEA INVESTMENT MANAGEMENT AB 330.00%0.01%0.02%Q4 2021Q2 20223
Brainard Capital Management LLC 224.39%4.58%4.76%Q4 2022Q1 20232
South Shore Capital Advisors 220.37%0.38%0.39%Q4 2021Q1 20222
Allianz Asset Management GmbH 220.08%0.09%0.11%Q4 2021Q1 20222
ACADIAN ASSET MANAGEMENT LLC 220.00%0.02%0.04%Q3 2021Q4 20212
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 220.00%0.00%0.00%Q4 2021Q1 20222
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
STEADFAST CAPITAL MANAGEMENT LP 220.06%0.16%0.26%Q1 2022Q2 20222
BLUEFIN CAPITAL MANAGEMENT, LLC 220.06%0.11%0.16%Q2 2021Q3 20212
Donoghue Forlines LLC 220.08%0.09%0.11%Q4 2021Q1 20222
Stone Ridge Asset Management LLC 22100.00%100.00%100.00%Q4 2020Q1 20212
ASSET MANAGEMENT CORP /IL/ /ADV 220.22%0.37%0.52%Q4 2021Q1 20222
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q2 2022Q3 20222
Itau Unibanco Holding S.A. 220.00%0.00%0.00%Q2 2023Q3 20232
Quadrature Capital Ltd 110.01%0.01%0.01%Q1 2023Q3 20232
Moloney Securities Asset Management, LLC 220.05%0.08%0.12%Q3 2021Q4 20212
OPPENHEIMER & CO INC 220.00%0.01%0.01%Q3 2021Q4 20212
Alphabet Inc. 221.63%2.98%4.32%Q4 2020Q1 20212
Jasper Ridge Partners, L.P. 220.01%0.02%0.02%Q3 2021Q4 20212
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q1 20222
StoneX Group Inc. 220.04%0.05%0.06%Q3 2021Q4 20212
Full18 Capital LLC 110.34%0.38%0.42%Q4 2020Q2 20212
Herold Advisors, Inc. 110.00%0.01%0.01%Q3 2021Q1 20222
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.01%0.02%Q4 2021Q4 20212
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q3 2021Q1 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Graham Holdings Co 220.08%0.10%0.11%Q4 2021Q1 20222
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2021Q1 20222
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q2 20232
CAAS CAPITAL MANAGEMENT LP 220.05%0.11%0.17%Q4 2020Q1 20212
TWO SIGMA ADVISERS, LP 220.23%0.33%0.44%Q3 2021Q4 20212
Evolution Advisers, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Collaborative Holdings Management LP 220.57%4.48%8.39%Q1 2021Q2 20212
L & S Advisors Inc 220.05%0.05%0.05%Q2 2021Q3 20212
Capital CS Group, LLC 220.26%0.32%0.37%Q4 2021Q1 20222
BANK OF HAWAII 110.03%0.05%0.07%Q3 2021Q1 20222
ClariVest Asset Management LLC 110.09%0.15%0.20%Q3 2021Q1 20222
Concorde Asset Management, LLC 221.01%1.46%1.92%Q3 2021Q4 20212
Total Clarity Wealth Management, Inc. 220.03%0.05%0.07%Q3 2021Q4 20212
HIGHLAND CAPITAL MANAGEMENT, LLC 110.01%0.04%0.07%Q2 2021Q4 20212
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Hillsdale Investment Management Inc. 220.02%0.04%0.06%Q3 2021Q4 20212
Pearl River Capital, LLC 110.06%0.08%0.10%Q1 2022Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.01%0.02%Q1 2022Q3 20232
Navalign, LLC 110.17%0.20%0.22%Q1 2022Q3 20222
COMMERCE BANK 220.00%0.00%0.00%Q4 2022Q1 20232
Marshall Wace North America L.P. 220.00%0.00%0.01%Q4 2020Q1 20212
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Aubrey Capital Management Ltd 221.60%2.16%2.71%Q3 2021Q4 20212
MBM Wealth Consultants, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
KG&L Capital Management,LLC 220.13%0.15%0.16%Q4 2021Q1 20222
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
IAM Advisory, LLC 220.13%0.15%0.17%Q4 2021Q1 20222
TFO Wealth Partners, LLC 110.00%0.00%0.01%Q1 2021Q3 20232
Oak Thistle LLC 220.17%0.27%0.38%Q1 2023Q2 20232
Blackstone Inc. 110.00%0.02%0.03%Q4 2020Q2 20212
Econ Financial Services Corp 220.00%0.01%0.01%Q4 2021Q1 20222
Connor, Clark & Lunn Investment Management Ltd. 220.01%0.01%0.01%Q2 2023Q3 20232
DUMAC, INC. 223.68%4.20%4.71%Q2 2021Q3 20212
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20232
Maven Securities LTD 110.01%0.02%0.04%Q4 2020Q3 20212
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
CITY HOLDING CO 220.00%0.00%0.00%Q4 2021Q1 20222
PDT Partners, LLC 220.13%0.24%0.35%Q3 2021Q4 20212
Stonehage Fleming Financial Services Holdings Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
Simplicity Solutions, LLC 220.05%0.07%0.10%Q2 2021Q3 20212
Achmea Investment Management B.V. 110.00%0.00%0.01%Q1 2022Q3 20222
Fairbanks Capital Management, Inc. 220.26%0.36%0.47%Q4 2022Q1 20232
FORA Capital, LLC 220.70%0.81%0.92%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q4 2021Q1 20222
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Hexagon Capital Partners LLC 220.03%0.04%0.04%Q2 2022Q3 20222
LifePro Asset Management 220.43%1.02%1.60%Q3 2021Q4 20212
State of Tennessee, Treasury Department 220.05%0.06%0.06%Q2 2021Q3 20212
JAT Capital Mgmt LP 220.56%1.17%1.79%Q1 2022Q2 20222
Shay Capital LLC 110.00%0.03%0.06%Q2 2022Q2 20222
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q3 2021Q4 20212
Altshuler Shaham Ltd 220.00%0.01%0.01%Q3 2021Q4 20212
Verdence Capital Advisors LLC 220.04%0.08%0.13%Q3 2021Q4 20212
IFM Investors Pty Ltd 220.01%0.01%0.01%Q4 2021Q1 20222
Advisor Resource Council 220.24%0.86%1.48%Q4 2021Q1 20222
Traynor Capital Management, Inc. 220.28%0.51%0.75%Q1 2022Q2 20222
Laurion Capital Management LP 220.00%0.00%0.00%Q4 2020Q1 20212
Annandale Capital, LLC 220.08%0.10%0.12%Q2 2022Q3 20222
Laird Norton Wetherby Wealth Management, LLC 110.00%0.01%0.02%Q3 2021Q3 20212
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q3 20222
USS Investment Management Ltd 220.00%0.01%0.01%Q1 2022Q2 20222
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2021Q1 20222
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 220.01%0.01%0.01%Q4 2021Q1 20222
LA FINANCIERE DE L'ECHIQUIER 220.29%1.04%1.78%Q1 2022Q2 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 220.06%0.08%0.10%Q3 2021Q4 20212
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
VitalStone Financial, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
IPG Investment Advisors LLC 110.06%0.09%0.12%Q3 2022Q2 20232
SkyView Investment Advisors, LLC 110.01%0.07%0.13%Q3 2021Q1 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Western Wealth Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
AVIVA PLC 220.00%0.00%0.00%Q1 2022Q2 20222
AIGEN INVESTMENT MANAGEMENT, LP 220.04%0.12%0.20%Q4 2021Q1 20222
Founders Fund IV Management, LLC 2219.32%59.66%100.00%Q4 2020Q1 20212
BROWN ADVISORY INC 220.00%0.00%0.00%Q4 2021Q1 20222
Bridgefront Capital, LLC 110.09%0.11%0.13%Q2 2021Q1 20232
Mount Yale Investment Advisors, LLC 110.05%0.05%0.06%Q3 2021Q1 20222
Battery Management Corp. 220.23%0.36%0.50%Q2 2021Q3 20212
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2021Q2 20232
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q2 2023Q3 20232
Apollo Management Holdings, L.P. 110.00%0.05%0.09%Q1 2022Q4 20222
Charles Schwab Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
1832 Asset Management L.P. 220.06%0.20%0.34%Q2 2021Q3 20212
Connacht Asset Management LP 221.24%1.60%1.97%Q4 2022Q1 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Jefferies Group LLC 110.01%0.01%0.01%Q4 2021Q4 20212
Ridgewood Investments LLC 220.00%0.00%0.01%Q1 2023Q2 20232
HUSSMAN STRATEGIC ADVISORS, INC. 220.01%0.03%0.06%Q1 2022Q2 20222
REGENTS OF THE UNIVERSITY OF CALIFORNIA 222.38%2.65%2.92%Q2 2021Q3 20212
ALGERT GLOBAL LLC 110.03%0.05%0.08%Q3 2021Q3 20232
LGT Fund Management Co Ltd. 220.03%0.06%0.09%Q4 2021Q1 20222
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q3 2021Q2 20222
Gainplan LLC 220.14%0.32%0.50%Q1 2021Q2 20212
Legacy Capital Group California, Inc. 220.41%0.45%0.49%Q2 2023Q3 20232
VISTA FINANCE, LLC 220.84%1.18%1.51%Q4 2021Q1 20222
Artemis Investment Management LLP 220.38%0.46%0.55%Q4 2021Q1 20222
COMMONS CAPITAL, LLC 220.28%0.29%0.30%Q4 2021Q1 20222
Homrich & Berg 110.00%0.00%0.00%Q2 2021Q2 20212
Keudell/Morrison Wealth Management 220.15%0.15%0.16%Q4 2021Q1 20222
Illinois Municipal Retirement Fund 220.01%0.02%0.03%Q3 2021Q4 20212
Cerity Partners LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Essex LLC 220.06%0.10%0.14%Q3 2021Q4 20212
STANSBERRY ASSET MANAGEMENT, LLC 220.07%0.09%0.11%Q3 2022Q4 20222
Golden Green, Inc. 220.27%0.50%0.73%Q3 2021Q4 20212
C M BIDWELL & ASSOCIATES LTD 220.02%0.04%0.06%Q2 2023Q3 20232
Sciencast Management LP 110.07%0.09%0.10%Q3 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.03%Q4 2021Q1 20222
First Round Capital Management III, LLC 2281.11%86.25%91.38%Q4 2020Q1 20212
VIVID FINANCIAL MANAGEMENT, INC. 220.12%0.22%0.32%Q3 2021Q4 20212
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q1 2023Q2 20232
THOROUGHBRED FINANCIAL SERVICES, LLC 110.05%0.07%0.09%Q3 2021Q1 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q4 2021Q1 20222
PURSUE WEALTH PARTNERS LLC 110.22%1.90%3.58%Q1 2022Q3 20222
Ameritas Investment Partners, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
VALLEY WEALTH MANAGERS, INC. 220.00%0.00%0.00%Q3 2022Q4 20222
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q3 2021Q4 20212
Versor Investments LP 220.01%0.01%0.01%Q2 2022Q3 20222
SHERBROOKE PARK ADVISERS LLC 110.11%0.16%0.22%Q4 2022Q2 20232
ALPS ADVISORS INC 220.00%0.00%0.00%Q3 2021Q4 20212
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2021Q1 20222
TD ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2021Q1 20222
Capitolis Advisors LLC 220.02%0.03%0.05%Q3 2021Q4 20212
Paradigm Financial Advisors, LLC 220.06%0.08%0.10%Q3 2021Q4 20212
Calamos Advisors LLC 110.06%0.06%0.06%Q3 2021Q3 20211
PRUDENTIAL PLC 110.02%0.02%0.02%Q4 2021Q4 20211
STATE OF MICHIGAN RETIREMENT SYSTEM 110.09%0.09%0.09%Q3 2021Q3 20211
Myriad Asset Management Ltd. 110.66%0.66%0.66%Q4 2021Q4 20211
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Financial Architects, Inc 110.04%0.04%0.04%Q1 2021Q1 20211
Quantamental Technologies LLC 110.14%0.14%0.14%Q2 2023Q2 20231
HARBOURVEST PARTNERS LLC 110.54%0.54%0.54%Q2 2021Q2 20211
Pinz Capital Management, LP 110.63%0.63%0.63%Q4 2020Q4 20201
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
AXQ CAPITAL, LP 110.34%0.34%0.34%Q2 2023Q2 20231
EAM Investors, LLC 110.25%0.25%0.25%Q2 2023Q2 20231
Douglas Lane & Associates, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Samson Rock Capital LLP 110.45%0.45%0.45%Q3 2021Q3 20211
Johnson Financial Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Insight Folios Inc 110.10%0.10%0.10%Q4 2021Q4 20211
Brookstone Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
IHT Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Geneva Partners, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2022Q1 20221
Graticule Asia Macro Advisors LLC 110.18%0.18%0.18%Q3 2021Q3 20211
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Islet Management, LP 110.34%0.34%0.34%Q3 2021Q3 20211
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2021Q3 20211
Weiss Asset Management LP 110.03%0.03%0.03%Q2 2021Q2 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.00%0.00%0.00%Q1 2022Q1 20221
J.Safra Asset Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
TRUEFG, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
San Luis Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
CLEAR STREET LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Permian Investment Partners, LP 110.03%0.03%0.03%Q1 2022Q1 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
LORD, ABBETT & CO. LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Retireful, LLC 110.66%0.66%0.66%Q2 2023Q2 20231
Leverage Partners Absolute Return Fund SPC 110.30%0.30%0.30%Q3 2021Q3 20211
SAMLYN CAPITAL, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
EMERALD MUTUAL FUND ADVISERS TRUST 110.01%0.01%0.01%Q1 2022Q1 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Personal Capital Advisors Corp 110.00%0.00%0.00%Q3 2021Q3 20211
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Robbins Farley 110.00%0.00%0.00%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Tairen Capital Ltd 110.10%0.10%0.10%Q1 2022Q1 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ADVENT CAPITAL MANAGEMENT /DE/ 110.02%0.02%0.02%Q3 2022Q3 20221
HBW ADVISORY SERVICES LLC 110.05%0.05%0.05%Q3 2021Q3 20211
EDMOND DE ROTHSCHILD HOLDING S.A. 110.01%0.01%0.01%Q2 2021Q2 20211
EMC Capital Management 110.08%0.08%0.08%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Must Asset Management Inc. 110.43%0.43%0.43%Q3 2022Q3 20221
Abacus Planning Group, Inc. 110.21%0.21%0.21%Q2 2021Q2 20211
VESTOR CAPITAL, LLC 111.08%1.08%1.08%Q1 2022Q1 20221
MIRABELLA FINANCIAL SERVICES LLP 110.05%0.05%0.05%Q4 2020Q4 20201
MYDA Advisors LLC 110.34%0.34%0.34%Q4 2020Q4 20201
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.03%0.03%0.03%Q4 2020Q4 20201
ELEMENT CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2020Q4 20201
GAM Holding AG 110.43%0.43%0.43%Q1 2022Q1 20221
MASON CAPITAL MANAGEMENT LLC 110.63%0.63%0.63%Q2 2022Q2 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Magnetar Financial LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Washington Harbour Partners LP 112.06%2.06%2.06%Q4 2020Q4 20201
IronBridge Private Wealth, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Caprock Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Rathbones Group PLC 110.00%0.00%0.00%Q4 2021Q4 20211
GREATMARK INVESTMENT PARTNERS, INC. 110.21%0.21%0.21%Q1 2023Q1 20231
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Corton Capital Inc. 110.27%0.27%0.27%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.05%0.05%0.05%Q3 2021Q3 20211
FCF Advisors LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Laidlaw Wealth Management LLC 110.07%0.07%0.07%Q2 2021Q2 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Jaffetilchin Investment Partners, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
BOULDER HILL CAPITAL MANAGEMENT LP 110.38%0.38%0.38%Q4 2021Q4 20211
SYMMETRY PEAK MANAGEMENT LLC 110.88%0.88%0.88%Q1 2022Q1 20221
Peregrine Asset Advisers, Inc. 110.15%0.15%0.15%Q3 2021Q3 20211
Atom Investors LP 110.47%0.47%0.47%Q1 2021Q1 20211
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q1 2023Q1 20231
Menard Financial Group LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Alpha DNA Investment Management LLC 110.88%0.88%0.88%Q1 2022Q1 20221
SCOUT INVESTMENTS, INC. 110.16%0.16%0.16%Q3 2021Q3 20211
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Delphia (USA) Inc. 110.33%0.33%0.33%Q1 2022Q1 20221
DUALITY ADVISERS, LP 110.06%0.06%0.06%Q3 2023Q3 20231
STONNINGTON GROUP, LLC 110.64%0.64%0.64%Q3 2021Q3 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cipher Capital LP 110.19%0.19%0.19%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Archford Capital Strategies, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Sender Co & Partners, Inc. 110.69%0.69%0.69%Q4 2021Q4 20211
Monashee Investment Management LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Sante Capital Fund, LP 110.20%0.20%0.20%Q2 2021Q2 20211
Mission Creek Capital Partners, Inc. 111.03%1.03%1.03%Q3 2021Q3 20211
Machina Capital S.A.S. 110.00%0.00%0.00%Q1 2023Q1 20231
Antipodean Advisors LLC 110.44%0.44%0.44%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Parametrica Management Ltd 110.32%0.32%0.32%Q1 2022Q1 20221
HOEY INVESTMENTS, INC 110.01%0.01%0.01%Q3 2021Q3 20211
Chanos & Co LP 110.26%0.26%0.26%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Good Life Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cypress Capital Management LLC (WY) 110.01%0.01%0.01%Q4 2021Q4 20211
APG Asset Management N.V. 110.00%0.00%0.00%Q3 2021Q3 20211
PATHSTONE FAMILY OFFICE, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.16%0.16%0.16%Q1 2022Q1 20221
COOKSON PEIRCE & CO INC 110.11%0.11%0.11%Q1 2022Q1 20221
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2021Q4 20211
Enlightenment Research, LLC 111.80%1.80%1.80%Q2 2021Q2 20211
BRIGHTON JONES LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Dakota Wealth Management 110.03%0.03%0.03%Q3 2021Q3 20211
LGL PARTNERS, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Union Square Park Capital Management, LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PATHWAY CAPITAL MANAGEMENT, LP 111.63%1.63%1.63%Q2 2021Q2 20211
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2022Q1 20221
WORLDQUANT MILLENNIUM ADVISORS LLC 110.24%0.24%0.24%Q4 2021Q4 20211
SlateStone Wealth, LLC 110.50%0.50%0.50%Q3 2021Q3 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q3 2021Q3 20211
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q3 2021Q3 20211
Brookfield Asset Management 110.00%0.00%0.00%Q4 2021Q4 20211
M Holdings Securities, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
Aquatic Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
North Fourth Asset Management, LP 110.88%0.88%0.88%Q2 2021Q2 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q3 2021Q3 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Crestline Management, LP 110.38%0.38%0.38%Q3 2021Q3 20211
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Berman Capital Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HC FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q1 2022Q1 20221
Impax Asset Management Group plc 110.00%0.00%0.00%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.92%0.92%0.92%Q3 2021Q3 20211
Gryphon Financial Partners LLC 110.33%0.33%0.33%Q3 2023Q3 20231
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
World Asset Management Inc 110.02%0.02%0.02%Q3 2021Q3 20211
Stokes Family Office, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Sawyer & Company, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Y-Intercept (Hong Kong) Ltd 110.20%0.20%0.20%Q4 2021Q4 20211
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
FEDERATED HERMES, INC. 110.02%0.02%0.02%Q3 2021Q3 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HOLDERNESS INVESTMENTS CO 110.07%0.07%0.07%Q3 2021Q3 20211
TriaGen Wealth Management LLC 110.19%0.19%0.19%Q3 2021Q3 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
New Millennium Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Edgestream Partners, L.P. 110.05%0.05%0.05%Q3 2023Q3 20231
CERTUITY, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Syverson Strege & Co 110.00%0.00%0.00%Q3 2021Q3 20211
Azora Capital LP 110.92%0.92%0.92%Q3 2022Q3 20221
DeepCurrents Investment Group LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Point72 Middle East FZE 110.02%0.02%0.02%Q1 2023Q1 20231
Mirador Capital Partners LP 110.04%0.04%0.04%Q4 2021Q4 20211
KRS Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kovack Advisors, Inc. 110.11%0.11%0.11%Q3 2021Q3 20211
Alpine Global Management, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
TEXAS TREASURY SAFEKEEPING TRUST CO 110.02%0.02%0.02%Q2 2021Q2 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
YALE UNIVERSITY 110.22%0.22%0.22%Q2 2021Q2 20211
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HBK INVESTMENTS L P 110.02%0.02%0.02%Q4 2020Q4 20201
Activest Wealth Management 110.01%0.01%0.01%Q3 2022Q3 20221
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
AMUNDI ASSET MANAGEMENT US, INC. 110.03%0.03%0.03%Q1 2021Q1 20211
Seaport Global Advisors, LLC 111.48%1.48%1.48%Q1 2022Q1 20221
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TFC Financial Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Crawford Lake Capital Management, LLC 112.74%2.74%2.74%Q4 2021Q4 20211
Quinn Opportunity Partners LLC 110.03%0.03%0.03%Q1 2023Q1 20231
PFG Advisors 110.02%0.02%0.02%Q4 2021Q4 20211
IBM Retirement Fund 110.03%0.03%0.03%Q3 2021Q3 20211
CGC Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q4 2022Q4 20221
BERKSHIRE CAPITAL HOLDINGS INC 110.00%0.00%0.00%Q1 2022Q1 20221
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2021Q3 20211
12 West Capital Management LP 110.61%0.61%0.61%Q4 2020Q4 20201
Mutual Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
MAPLELANE CAPITAL, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
TWINBEECH CAPITAL LP 110.08%0.08%0.08%Q3 2022Q3 20221
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q1 2022Q1 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARK ASSET MANAGEMENT LP 111.16%1.16%1.16%Q3 2021Q3 20211
VIKING GLOBAL INVESTORS LP 110.10%0.10%0.10%Q3 2022Q3 20221
NOVARE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sassicaia Capital Advisers LLC 110.36%0.36%0.36%Q1 2021Q1 20211
Knuff & Co LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealthfront Advisers LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EAM Global Investors LLC 110.40%0.40%0.40%Q3 2021Q3 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TIFF ADVISORY SERVICES, LLC 116.14%6.14%6.14%Q2 2021Q2 20211
Operose Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LMR Partners LLP 110.02%0.02%0.02%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
Sumitomo Mitsui DS Asset Management Company, Ltd 110.00%0.00%0.00%Q1 2022Q1 20221
HAMILTON LANE ADVISORS LLC 110.46%0.46%0.46%Q2 2021Q2 20211
Algebris (UK) Ltd 110.32%0.32%0.32%Q3 2021Q3 20211
Whale Rock Capital Management 111.72%1.72%1.72%Q3 2021Q3 20211
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.81%0.81%0.81%Q4 2021Q4 20211
External links

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