Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 28 | 5 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 70 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 66 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2020 | 40 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 34 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
CREDIT SUISSE AG/ | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
D. E. Shaw & Co., Inc. | 28 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
UBS ASSET MANAGEMENT AMERICAS INC | 29 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
BARCLAYS PLC | 29 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
AMERICAN INTERNATIONAL GROUP, INC. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
STATE STREET CORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
FMR LLC | 19 | 14 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
STRS OHIO | 19 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 33 |
Renaissance Technologies | 32 | 32 | 0.00% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 32 |
MAIRS & POWER INC | 32 | 32 | 0.02% | 0.31% | 1.00% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 31 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
FEDERATED HERMES, INC. | 16 | 2 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 29 |
PEAK6 Investments LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 29 |
TWO SIGMA ADVISERS, LP | 29 | 29 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 18 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.11% | 0.40% | 0.82% | Q4 2015 | Q2 2022 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
VOYA INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Russell Investments Group, Ltd. | 25 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.10% | 0.18% | 0.37% | Q2 2017 | Q3 2023 | 25 |
AMERIPRISE FINANCIAL INC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 25 | 0.10% | 0.26% | 0.44% | Q2 2016 | Q2 2022 | 25 |
ORSER CAPITAL MANAGEMENT, LLC | 24 | 24 | 1.83% | 5.14% | 8.51% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 21 | 1 | 0.00% | 0.09% | 0.24% | Q1 2016 | Q2 2023 | 24 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 8 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
RIVERBRIDGE PARTNERS LLC | 23 | 23 | 0.56% | 1.59% | 2.89% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.01% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
AFFINITY INVESTMENT ADVISORS, LLC | 21 | 21 | 0.05% | 0.31% | 0.67% | Q3 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 21 | 21 | 0.06% | 0.25% | 0.42% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 21 |
Ranger Investment Management | 20 | 20 | 0.58% | 2.68% | 4.08% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 20 |
Engineers Gate Manager LP | 17 | 3 | 0.01% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 20 |
Man Group plc | 18 | 2 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 14 | 1 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.38% | 0.64% | 1.47% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 13 | 6 | 0.03% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 19 |
EULAV Asset Management | 19 | 19 | 0.04% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 19 |
PDT Partners, LLC | 19 | 19 | 0.02% | 0.13% | 0.41% | Q2 2017 | Q4 2021 | 19 |
INGALLS & SNYDER LLC | 17 | 2 | 0.01% | 0.20% | 0.36% | Q3 2018 | Q3 2023 | 19 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 19 |
Trexquant Investment LP | 9 | 1 | 0.01% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 19 |
Redwood Investments, LLC | 19 | 19 | 0.88% | 1.95% | 3.28% | Q1 2019 | Q3 2023 | 19 |
AMALGAMATED BANK | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 14 | 4 | 0.11% | 0.15% | 0.21% | Q1 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 14 | 2 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.04% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.00% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
AMERICAN CENTURY COMPANIES INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2019 | 17 |
RAYMOND JAMES & ASSOCIATES | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 8 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q1 2022 | 17 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MENTA CAPITAL LLC | 10 | 6 | 0.05% | 0.19% | 0.44% | Q2 2015 | Q2 2019 | 16 |
NORGES BANK | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2022 | 16 |
HSBC HOLDINGS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
AQR Capital Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 16 |
PRUDENTIAL FINANCIAL INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 15 |
LPL Financial LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
Impax Asset Management Group plc | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 15 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 15 | 15 | 0.01% | 0.18% | 0.31% | Q4 2019 | Q2 2023 | 15 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Champlain Investment Partners, LLC | 14 | 14 | 0.23% | 0.60% | 0.91% | Q2 2020 | Q3 2023 | 14 |
AXA S.A. | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 14 |
Quantinno Capital Management LP | 10 | 4 | 0.01% | 0.30% | 0.79% | Q4 2019 | Q3 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.05% | 0.16% | Q3 2017 | Q2 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 14 |
G2 Investment Partners Management LLC | 14 | 14 | 0.88% | 2.03% | 3.06% | Q2 2020 | Q3 2023 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Hawk Ridge Capital Management | 14 | 14 | 1.64% | 4.42% | 6.24% | Q4 2016 | Q1 2020 | 14 |
HUNTINGTON NATIONAL BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2023 | 14 |
Granahan Investment Management | 14 | 14 | 0.85% | 1.84% | 3.34% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
NISA INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FDx Advisors, Inc. | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Artisan Partners Limited Partnership | 10 | 3 | 0.04% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Praesidium Investment Management Company, LLC | 13 | 13 | 2.23% | 6.33% | 10.46% | Q2 2020 | Q2 2023 | 13 |
Altshuler Shaham Ltd | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 13 |
Foster Group, Inc. | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 10 | 2 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2022 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.03% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Hardy Reed LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Spark Investment Management LLC | 11 | 1 | 0.05% | 0.19% | 0.44% | Q4 2015 | Q4 2018 | 12 |
OAK ASSOCIATES LTD /OH/ | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2021 | 12 |
QUADRANT CAPITAL GROUP LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 12 |
Petrus Trust Company, LTA | 5 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 12 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 12 |
PANAGORA ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 12 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 12 | 12 | 0.60% | 1.02% | 1.24% | Q4 2020 | Q3 2023 | 12 |
GEORGE KAISER FAMILY FOUNDATION | 12 | 12 | 0.37% | 0.76% | 1.12% | Q3 2020 | Q2 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
COMERICA BANK | 9 | 1 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q3 2023 | 12 |
DF DENT & CO INC | 12 | 12 | 0.05% | 0.68% | 0.99% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 12 |
Calamos Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 12 |
abrdn plc | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
ADVISORY RESEARCH INC | 12 | 12 | 0.02% | 0.24% | 0.40% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Conestoga Capital Advisors, LLC | 11 | 11 | 0.70% | 1.36% | 1.74% | Q1 2021 | Q3 2023 | 11 |
Highwater Wealth Management, LLC | 11 | 11 | 1.92% | 25.27% | 68.54% | Q1 2017 | Q3 2019 | 11 |
Advantage Alpha Capital Partners LP | 10 | 1 | 0.48% | 1.19% | 1.94% | Q4 2019 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Alamar Capital Management, LLC | 11 | 11 | 2.14% | 3.33% | 4.84% | Q4 2020 | Q2 2023 | 11 |
EAM Investors, LLC | 5 | 1 | 0.13% | 0.34% | 0.53% | Q4 2015 | Q4 2021 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Icon Wealth Partners, LLC | 8 | 3 | 0.07% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 11 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.25% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Gilbert & Cook, Inc. | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.16% | Q3 2019 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 11 |
ROYCE & ASSOCIATES LP | 6 | 2 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q2 2022 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 10 |
Knights of Columbus Asset Advisors LLC | 10 | 10 | 0.12% | 0.20% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CADIAN CAPITAL MANAGEMENT, LP | 10 | 10 | 0.15% | 1.24% | 2.33% | Q4 2014 | Q1 2017 | 10 |
Pier Capital, LLC | 10 | 10 | 0.67% | 1.04% | 1.33% | Q4 2019 | Q1 2022 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 10 |
OBERNDORF WILLIAM E | 9 | 9 | 16.01% | 34.37% | 46.01% | Q4 2016 | Q4 2018 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 9 |
Alyeska Investment Group, L.P. | 9 | 9 | 0.02% | 0.06% | 0.08% | Q4 2014 | Q4 2016 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Assenagon Asset Management S.A. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 1 | 0.19% | 0.31% | 0.47% | Q4 2020 | Q2 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
TimesSquare Capital Management, LLC | 9 | 9 | 0.42% | 0.57% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AMP Capital Investors Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
State of Wyoming | 5 | 4 | 0.01% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 9 |
QS Investors, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2021 | 9 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 9 |
XPONANCE, INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
PEAK6 Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 9 |
OXFORD ASSET MANAGEMENT LLP | 9 | 9 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q2 2019 | 9 |
NewEdge Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 2 | 0.00% | 0.09% | 0.12% | Q1 2019 | Q2 2022 | 9 |
MOODY ALDRICH PARTNERS LLC | 9 | 9 | 0.76% | 1.06% | 1.36% | Q3 2021 | Q3 2023 | 9 |
CULLEN/FROST BANKERS, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ensign Peak Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.24% | 0.38% | Q3 2018 | Q3 2023 | 8 |
AEGON ASSET MANAGEMENT UK PLC | 8 | 8 | 0.41% | 0.58% | 0.74% | Q3 2021 | Q2 2023 | 8 |
HARVEST MANAGEMENT LLC | 5 | 5 | 0.16% | 0.40% | 0.68% | Q3 2022 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Crossmark Global Holdings, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Dorsey Asset Management | 8 | 8 | 2.37% | 6.61% | 10.30% | Q1 2017 | Q4 2018 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Elgethun Capital Management | 8 | 8 | 0.14% | 0.20% | 0.24% | Q4 2016 | Q3 2018 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.10% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Potrero Capital Research LLC | 7 | 1 | 0.49% | 2.83% | 4.05% | Q3 2016 | Q1 2020 | 8 |
STEPH & CO | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.09% | 0.16% | Q2 2017 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TRUIST FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2022 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
MISSION WEALTH MANAGEMENT, LP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Iowa State Bank | 7 | 7 | 0.11% | 0.16% | 0.20% | Q3 2017 | Q1 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 6 | 1 | 0.02% | 0.26% | 0.54% | Q1 2018 | Q3 2020 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Neuberger Berman Group LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Wealth Alliance | 4 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Candriam S.C.A. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Liontrust Investment Partners LLP | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 7 |
Bell Bank | 7 | 7 | 0.05% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 7 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.14% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL FUND ADVISORS LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.10% | 0.20% | 0.26% | Q3 2018 | Q4 2019 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Washington Harbour Partners LP | 5 | 1 | 2.39% | 5.40% | 8.26% | Q4 2020 | Q3 2022 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NEXT CENTURY GROWTH INVESTORS LLC | 4 | 2 | 0.15% | 0.35% | 0.56% | Q2 2016 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 6 |
FIFTH LANE CAPITAL, LP | 3 | 3 | 0.00% | 0.80% | 2.34% | Q1 2023 | Q3 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Versor Investments LP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 6 |
Trutina Financial LLC | 6 | 6 | 0.98% | 1.99% | 3.12% | Q3 2015 | Q4 2016 | 6 |
Silvant Capital Management LLC | 6 | 6 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.09% | 0.13% | 0.19% | Q2 2015 | Q3 2016 | 6 |
Foxhaven Asset Management, LP | 6 | 6 | 0.11% | 0.91% | 1.61% | Q3 2017 | Q4 2018 | 6 |
Global Retirement Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.02% | 0.08% | 0.22% | Q4 2019 | Q1 2022 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q2 2021 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.04% | 0.07% | 0.23% | Q2 2015 | Q3 2016 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 6 |
WINTON GROUP Ltd | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Woodline Partners LP | 5 | 1 | 0.01% | 0.15% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.07% | 0.15% | 0.31% | Q4 2021 | Q1 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CenterBook Partners LP | 4 | 1 | 0.04% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Cornerstone Wealth Advisors, Inc. | 5 | 5 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 5 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 4 | 1 | 0.09% | 0.29% | 0.55% | Q2 2020 | Q3 2023 | 5 |
NumerixS Investment Technologies Inc | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Jupiter Investment Management Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q4 2023 | 5 |
FIRST MERCANTILE TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
CHICAGO EQUITY PARTNERS LLC | 5 | 5 | 0.01% | 0.07% | 0.13% | Q3 2018 | Q3 2019 | 5 |
A.R.T. Advisors, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2019 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 5 |
EverSource Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.48% | 0.56% | 0.67% | Q2 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Elequin Capital, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2015 | Q4 2016 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 5 |
ALGERT GLOBAL LLC | 3 | 2 | 0.09% | 0.20% | 0.39% | Q3 2018 | Q1 2022 | 5 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 5 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 4 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q4 2021 | 4 |
Talbot Financial, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kopp Family Office, LLC | 4 | 4 | 1.10% | 3.15% | 4.90% | Q4 2022 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2021 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aperio Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 4 |
Weiss Multi-Strategy Advisers LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Penn Capital Management Company, LLC | 4 | 4 | 0.63% | 0.73% | 0.86% | Q2 2020 | Q1 2021 | 4 |
Telemark Asset Management, LLC | 4 | 4 | 0.51% | 0.99% | 1.39% | Q2 2015 | Q1 2016 | 4 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.09% | 0.17% | Q3 2018 | Q4 2021 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.20% | 0.50% | Q2 2019 | Q3 2020 | 4 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.09% | 0.16% | Q1 2019 | Q3 2022 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 4 |
BlackRock Group LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Athanor Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 4 |
NATIXIS | 2 | 2 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Brown Capital Management | 4 | 4 | 0.38% | 1.12% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Harvest Capital Strategies LLC | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q3 2015 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hills Bank & Trust Co | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2020 | 4 |
Milestone Advisory Partners | 3 | 3 | 0.13% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
AtonRa Partners | 3 | 3 | 0.60% | 0.64% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Discovery Group I, LLC | 3 | 3 | 2.41% | 6.73% | 10.32% | Q1 2017 | Q3 2017 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.05% | 0.10% | 0.19% | Q2 2019 | Q3 2021 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q2 2022 | 3 |
StackLine Partners LP | 2 | 1 | 2.00% | 2.96% | 3.88% | Q4 2018 | Q1 2020 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.11% | 0.15% | 0.20% | Q2 2021 | Q4 2021 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MQS Management LLC | 2 | 1 | 0.15% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 3 |
Arabesque Asset Management Ltd | 3 | 3 | 0.52% | 1.19% | 1.56% | Q4 2018 | Q2 2019 | 3 |
Numerai GP LLC | 3 | 3 | 0.98% | 1.57% | 2.16% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q4 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.29% | 0.42% | 0.64% | Q2 2018 | Q1 2019 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
American Trust | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.10% | 0.22% | 0.34% | Q3 2021 | Q1 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.07% | 0.15% | Q3 2020 | Q4 2021 | 3 |
Corton Capital Inc. | 2 | 1 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 3 |
Vancity Investment Management Ltd | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q4 2021 | 3 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q4 2022 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q1 2023 | 3 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 3 |
Retirement Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Sculptor Capital LP | 3 | 3 | 0.07% | 0.72% | 1.32% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SJS Investment Consulting Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.86% | 0.91% | 0.97% | Q3 2021 | Q4 2021 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Tygh Capital Management, Inc. | 2 | 2 | 0.70% | 0.79% | 0.88% | Q1 2020 | Q2 2020 | 2 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.33% | 0.39% | 0.44% | Q3 2020 | Q1 2022 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Timpani Capital Management LLC | 1 | 1 | 0.54% | 1.22% | 1.90% | Q4 2015 | Q1 2019 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.22% | 0.32% | 0.42% | Q3 2018 | Q4 2018 | 2 |
Kepos Capital LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
NZS Capital, LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q2 2021 | Q3 2021 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q1 2023 | 2 |
Leap Investments LP | 2 | 2 | 0.11% | 0.16% | 0.21% | Q3 2019 | Q4 2019 | 2 |
B. Metzler seel. Sohn & Co. AG | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Tensile Capital Management | 2 | 2 | 1.51% | 1.56% | 1.60% | Q1 2023 | Q2 2023 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.21% | 0.55% | 0.88% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.45% | 0.90% | Q1 2021 | Q4 2021 | 2 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.25% | 0.29% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q4 2021 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.16% | 0.20% | Q3 2017 | Q3 2019 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q4 2019 | 2 |
EAM Global Investors LLC | 1 | 1 | 0.34% | 0.44% | 0.53% | Q4 2017 | Q3 2021 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q4 2020 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Summit Global Investments | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 2 |
Jeneq Management LP | 1 | 1 | 0.13% | 0.86% | 1.58% | Q1 2020 | Q1 2022 | 2 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Ibex Investors LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2018 | Q4 2018 | 2 |
Collaborative Holdings Management LP | 2 | 2 | 3.41% | 3.59% | 3.76% | Q1 2021 | Q2 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PROFUND ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Olympiad Research LP | 1 | 1 | 0.07% | 0.14% | 0.21% | Q3 2020 | Q3 2021 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 2 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.46% | 0.54% | 0.61% | Q3 2016 | Q4 2016 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Contour Asset Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NORTH RUN CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2019 | Q1 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2020 | Q2 2020 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2016 | Q4 2016 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Invictus RG | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2018 | Q2 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Thrax Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Atom Investors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2022 | Q3 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vestcor Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2022 | Q4 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Harspring Capital Management, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2020 | Q2 2020 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Passport Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
Cipher Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BREAKLINE CAPITAL LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2019 | Q1 2019 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2016 | Q3 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hood River Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own WORKIVA INC or have owned WORKIVA INC in the past.