Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 46 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 46 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.03% | 0.29% | Q1 2020 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 36 |
Walleye Trading LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 34 |
UBS Group AG | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 33 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
GEODE CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
JOHNSON INVESTMENT COUNSEL INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 27 |
BARCLAYS PLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 27 |
Parallax Volatility Advisers, L.P. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 26 |
CREDIT SUISSE AG/ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Creative Planning | 16 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
AlphaMark Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
Cannell & Co. | 24 | 24 | 0.00% | 0.20% | 1.04% | Q1 2016 | Q4 2021 | 24 |
STATE STREET CORP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 22 |
Cutter & CO Brokerage, Inc. | 22 | 22 | 0.04% | 0.21% | 0.85% | Q1 2016 | Q2 2021 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
WOLVERINE TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2023 | 21 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Sculptor Capital LP | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q4 2022 | 20 |
D. E. Shaw & Co., Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 20 |
Prospera Financial Services Inc | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
TD Capital Management LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 19 |
FIRST MANHATTAN CO. LLC. | 16 | 2 | 0.00% | 0.02% | 0.14% | Q2 2016 | Q4 2020 | 18 |
Birchview Capital, LP | 18 | 18 | 0.01% | 0.09% | 0.38% | Q2 2016 | Q3 2020 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 18 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
Financial Advantage, Inc. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 17 |
Geneos Wealth Management Inc. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
FIFTH THIRD BANCORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Arosa Capital Management LP | 13 | 13 | 0.06% | 2.75% | 19.88% | Q4 2017 | Q4 2020 | 17 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
RHUMBLINE ADVISERS | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
PEAK6 Investments LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 15 |
Ameritas Investment Partners, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
SIGNATUREFD, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 14 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q4 2021 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MetLife Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ProShare Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 13 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HM PAYSON & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Private Advisor Group, LLC | 7 | 6 | 0.00% | 0.04% | 0.25% | Q2 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.01% | 0.11% | Q3 2019 | Q3 2022 | 13 |
ATWOOD & PALMER INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
CITY HOLDING CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Clarus Group, Inc. | 12 | 12 | 0.00% | 0.12% | 0.56% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Ashburton (Jersey) Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q2 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CASTLEARK MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Glenview Trust Co | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 12 |
COWEN AND COMPANY, LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q4 2021 | 11 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
CIM INVESTMENT MANAGEMENT INC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q2 2023 | 11 |
9258 Wealth Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Evercore Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 11 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 11 |
AMALGAMATED BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 11 |
Clean Yield Group | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
FEDERATED HERMES, INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 10 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Clarius Group, LLC | 8 | 2 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q3 2019 | 10 |
ALPS ADVISORS INC | 6 | 4 | 0.01% | 0.08% | 0.18% | Q3 2020 | Q1 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Arizona State Retirement System | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
CREDIT AGRICOLE S A | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
XR Securities LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2021 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q1 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
AQR Capital Management | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Kohmann Bosshard Financial Services, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
HighTower Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.00% | 0.05% | 0.15% | Q3 2019 | Q3 2021 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
WMS Partners, LLC | 9 | 9 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2020 | 9 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Caption Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TORONTO DOMINION BANK | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
WS MANAGEMENT LLLP | 4 | 4 | 0.10% | 0.25% | 0.49% | Q4 2020 | Q3 2021 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
First Command Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rafferty Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Professional Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2022 | 7 |
UBS OCONNOR LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q4 2020 | 7 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
IMC-Chicago, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Russell Investments Group, Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
CWH Capital Management, Inc. | 7 | 7 | 0.01% | 0.60% | 1.37% | Q1 2017 | Q3 2018 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Navigation Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 0.49% | 2.42% | Q3 2020 | Q4 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BRAVE ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2020 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
DIMENSIONAL FUND ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Itau Unibanco Holding S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Independent Advisor Alliance | 4 | 2 | 0.03% | 0.11% | 0.19% | Q2 2019 | Q1 2021 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 6 |
Handelsbanken Fonder AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PROFFITT & GOODSON INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Burleson & Company, LLC | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q4 2021 | 5 |
West Oak Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 4 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q4 2021 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2022 | 5 |
Daiwa Securities Group Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORGES BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 5 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
SEAPORT GLOBAL ASSET MANAGEMENT LLC | 5 | 5 | 26.10% | 58.43% | 94.30% | Q3 2020 | Q3 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q2 2023 | 5 |
EVOKE WEALTH, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.00% | 0.07% | 0.27% | Q4 2020 | Q4 2021 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2022 | 5 |
Beaird Harris Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 5 |
Gotham Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 5 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
CastleArk Alternatives, LLC | 5 | 5 | 0.00% | 0.24% | 0.57% | Q3 2020 | Q3 2021 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 5 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
AdvisorShares Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
ARK Investment Management | 4 | 4 | 0.02% | 0.08% | 0.11% | Q2 2020 | Q1 2021 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q2 2021 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
UNITED MARITIME CAPITAL LLC | 4 | 4 | 0.21% | 0.39% | 0.63% | Q4 2020 | Q3 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 0.11% | 0.16% | Q2 2020 | Q2 2021 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HighPoint Advisor Group LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q2 2023 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
CERTUITY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Silicon Hills Wealth Management, LLC | 4 | 4 | 0.07% | 0.16% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 4 |
Man Group plc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 4 |
Green Alpha Advisors, LLC | 4 | 4 | 0.08% | 0.34% | 0.80% | Q2 2021 | Q1 2022 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q4 2022 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Peregrine Asset Advisers, Inc. | 4 | 4 | 0.08% | 0.13% | 0.17% | Q2 2020 | Q1 2021 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.09% | 0.13% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Olympiad Research LP | 3 | 3 | 0.04% | 0.08% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Tidal Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 3 |
Sugarloaf Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Ensign Peak Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
EAM Investors, LLC | 2 | 1 | 0.24% | 1.02% | 1.74% | Q3 2019 | Q3 2020 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Antara Capital LP | 2 | 2 | 0.58% | 1.44% | 2.05% | Q2 2021 | Q3 2021 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.00% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Think Investments LP | 2 | 1 | 0.35% | 1.78% | 3.16% | Q4 2020 | Q3 2021 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2023 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2016 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Summit X, LLC | 3 | 3 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Estabrook Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STRS OHIO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
State of Wyoming | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q4 2022 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
ETF MANAGERS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2021 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.09% | 0.23% | Q2 2020 | Q3 2020 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MOODY ALDRICH PARTNERS LLC | 2 | 2 | 0.32% | 0.55% | 0.78% | Q3 2020 | Q4 2020 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Peoples Bank/KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ergoteles LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.85% | 1.19% | 1.52% | Q2 2020 | Q3 2020 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q3 2020 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 2 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q1 2021 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q2 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Ursa Fund Management, LLC | 1 | 1 | 0.16% | 0.41% | 0.66% | Q3 2020 | Q3 2020 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Manatuck Hill Partners, LLC | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 2 |
State of New Jersey Common Pension Fund D | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
L & S Advisors Inc | 2 | 2 | 0.22% | 0.37% | 0.52% | Q3 2020 | Q4 2020 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Gateway Advisory, LLC | 1 | 1 | 0.04% | 0.38% | 0.73% | Q4 2017 | Q4 2020 | 2 |
Centiva Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q1 2021 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.06% | 0.45% | 0.84% | Q1 2021 | Q2 2021 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Sciencast Management LP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q2 2021 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2017 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 5.47% | 5.47% | 5.47% | Q2 2021 | Q2 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FARMERS TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Hood River Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oak Thistle LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Efficient Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Murchinson Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coatue Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wade Financial Advisory, Inc | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Aristides Capital LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2021 | Q2 2021 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Xcel Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own WORKHORSE GROUP INC or have owned WORKHORSE GROUP INC in the past.