WORKIVA INC shareholder history

Current and past WORKIVA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 2850.00%0.00%0.02%Q4 2014Q3 202370
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2510.00%0.00%0.00%Q2 2016Q3 202366
Cutler Group LLC / CA 1810.00%0.00%0.01%Q1 2016Q4 202040
Walleye Trading LLC 710.00%0.00%0.03%Q3 2018Q3 202339
BANK OF AMERICA CORP /DE/ 3410.00%0.00%0.00%Q4 2014Q3 202337
DEUTSCHE BANK AG\ 36360.00%0.01%0.03%Q4 2014Q3 202336
MORGAN STANLEY 36360.00%0.00%0.01%Q4 2014Q3 202336
ROYAL BANK OF CANADA 35350.00%0.00%0.00%Q1 2015Q3 202335
CREDIT SUISSE AG/ 35350.00%0.01%0.02%Q1 2015Q3 202335
D. E. Shaw & Co., Inc. 2810.00%0.02%0.06%Q1 2015Q3 202335
NORTHERN TRUST CORP 35350.00%0.01%0.02%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 35350.00%0.00%0.02%Q1 2015Q3 202335
GEODE CAPITAL MANAGEMENT, LLC 35350.00%0.01%0.01%Q1 2015Q3 202335
UBS Group AG 35350.00%0.00%0.01%Q1 2015Q3 202335
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 35350.00%0.00%0.01%Q1 2015Q3 202335
UBS ASSET MANAGEMENT AMERICAS INC 2960.00%0.00%0.01%Q4 2014Q3 202335
CITIGROUP INC 35350.00%0.00%0.01%Q1 2015Q3 202335
Bank of New York Mellon Corp 35350.00%0.00%0.01%Q1 2015Q3 202335
VANGUARD GROUP INC 35350.00%0.01%0.01%Q1 2015Q3 202335
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.01%Q1 2015Q3 202334
BARCLAYS PLC 2950.00%0.00%0.00%Q4 2014Q3 202334
AMERICAN INTERNATIONAL GROUP, INC. 34340.00%0.01%0.02%Q2 2015Q3 202334
STATE STREET CORP 34340.00%0.00%0.01%Q2 2015Q3 202334
MANUFACTURERS LIFE INSURANCE COMPANY, THE 34340.00%0.00%0.01%Q2 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.01%0.06%Q2 2015Q3 202334
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34340.00%0.01%0.02%Q2 2015Q3 202334
US BANCORP \DE\ 33330.00%0.00%0.01%Q3 2015Q3 202333
FMR LLC 19140.00%0.01%0.02%Q4 2014Q3 202333
STRS OHIO 19140.00%0.00%0.01%Q1 2015Q3 202333
Renaissance Technologies 32320.00%0.06%0.16%Q4 2015Q3 202332
MAIRS & POWER INC 32320.02%0.31%1.00%Q4 2015Q3 202332
Swiss National Bank 32320.00%0.00%0.01%Q4 2015Q3 202332
BlackRock Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
HighTower Advisors, LLC 1910.00%0.01%0.02%Q3 2015Q3 202331
RHUMBLINE ADVISERS 30300.00%0.00%0.01%Q2 2016Q3 202330
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
METROPOLITAN LIFE INSURANCE CO/NY 30300.00%0.01%0.02%Q2 2016Q3 202330
FEDERATED HERMES, INC. 1620.00%0.02%0.08%Q4 2014Q3 202329
MILLENNIUM MANAGEMENT LLC 810.00%0.01%0.05%Q4 2014Q3 202329
PEAK6 Investments LLC 1410.00%0.00%0.02%Q3 2018Q3 202329
JPMORGAN CHASE & CO 2810.00%0.00%0.02%Q4 2015Q3 202329
TWO SIGMA ADVISERS, LP 29290.00%0.04%0.09%Q3 2016Q3 202329
ALLIANCEBERNSTEIN L.P. 29290.00%0.00%0.00%Q3 2016Q3 202329
Tower Research Capital LLC (TRC) 1620.00%0.01%0.02%Q4 2014Q3 202328
TWO SIGMA INVESTMENTS, LP 1810.00%0.03%0.08%Q4 2015Q3 202328
GOLDMAN SACHS GROUP INC 2410.00%0.00%0.02%Q4 2014Q3 202328
Zurcher Kantonalbank (Zurich Cantonalbank) 27270.00%0.00%0.00%Q1 2017Q3 202327
First PREMIER Bank 27270.11%0.40%0.82%Q4 2015Q2 202227
Ameritas Investment Partners, Inc. 27270.00%0.01%0.02%Q1 2017Q3 202327
VOYA INVESTMENT MANAGEMENT LLC 26260.00%0.00%0.02%Q2 2017Q3 202326
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 26260.00%0.00%0.00%Q2 2017Q3 202326
Russell Investments Group, Ltd. 2510.00%0.02%0.05%Q4 2016Q3 202326
OneDigital Investment Advisors LLC 2050.10%0.18%0.37%Q2 2017Q3 202325
AMERIPRISE FINANCIAL INC 1610.00%0.02%0.07%Q4 2014Q3 202325
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 25250.10%0.26%0.44%Q2 2016Q2 202225
ORSER CAPITAL MANAGEMENT, LLC 24241.83%5.14%8.51%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Mariner, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
JACOBS LEVY EQUITY MANAGEMENT, INC 2110.00%0.09%0.24%Q1 2016Q2 202324
GREAT WEST LIFE ASSURANCE CO /CAN/ 1680.00%0.01%0.03%Q3 2017Q3 202324
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2120.00%0.01%0.01%Q4 2017Q3 202323
BANK OF MONTREAL /CAN/ 2120.00%0.00%0.00%Q2 2017Q3 202323
PRICE T ROWE ASSOCIATES INC /MD/ 23230.00%0.01%0.03%Q1 2018Q3 202323
RIVERBRIDGE PARTNERS LLC 23230.56%1.59%2.89%Q1 2018Q3 202323
FIFTH THIRD BANCORP 23230.00%0.00%0.00%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 23230.01%0.07%0.15%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
PNC FINANCIAL SERVICES GROUP, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
PRINCIPAL FINANCIAL GROUP INC 1410.00%0.00%0.01%Q4 2014Q3 202323
Parkside Financial Bank & Trust 23230.00%0.03%0.07%Q1 2018Q3 202323
First Horizon Advisors, Inc. 23230.00%0.00%0.01%Q1 2018Q3 202323
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.01%Q1 2018Q3 202322
LOS ANGELES CAPITAL MANAGEMENT LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
JANE STREET GROUP, LLC 1210.00%0.00%0.00%Q1 2018Q3 202322
AFFINITY INVESTMENT ADVISORS, LLC 21210.05%0.31%0.67%Q3 2018Q3 202321
BROWN ADVISORY INC 21210.06%0.25%0.42%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
FIRST HAWAIIAN BANK 21210.01%0.02%0.04%Q3 2018Q3 202321
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2015Q2 202321
Ranger Investment Management 20200.58%2.68%4.08%Q4 2018Q3 202320
Invesco Ltd. 1510.00%0.01%0.04%Q2 2015Q3 202320
Engineers Gate Manager LP 1730.01%0.11%0.23%Q2 2018Q3 202320
Man Group plc 1820.00%0.02%0.07%Q1 2018Q3 202320
MGO ONE SEVEN LLC 1410.01%0.06%0.12%Q1 2018Q3 202320
Legacy Bridge, LLC 20200.38%0.64%1.47%Q4 2018Q3 202320
SEI INVESTMENTS CO 1410.00%0.02%0.06%Q3 2015Q3 202320
SIGNATUREFD, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
FRONTIER CAPITAL MANAGEMENT CO LLC 1360.03%0.08%0.16%Q1 2017Q3 202319
EULAV Asset Management 19190.04%0.20%0.31%Q1 2019Q3 202319
PDT Partners, LLC 19190.02%0.13%0.41%Q2 2017Q4 202119
INGALLS & SNYDER LLC 1720.01%0.20%0.36%Q3 2018Q3 202319
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1810.00%0.00%0.01%Q2 2015Q1 202219
Trexquant Investment LP 910.01%0.05%0.15%Q4 2016Q3 202319
Redwood Investments, LLC 19190.88%1.95%3.28%Q1 2019Q3 202319
AMALGAMATED BANK 19190.01%0.01%0.02%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 1440.11%0.15%0.21%Q1 2019Q3 202318
MACQUARIE GROUP LTD 1420.00%0.06%0.26%Q3 2017Q3 202318
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 18180.00%0.00%0.01%Q2 2019Q3 202318
Migdal Insurance & Financial Holdings Ltd. 18180.00%0.00%0.01%Q2 2019Q3 202318
J.P. Morgan Private Wealth Advisors LLC 1440.00%0.00%0.00%Q1 2019Q3 202318
Nuveen Asset Management, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
FIRST TRUST ADVISORS LP 18180.03%0.07%0.14%Q2 2019Q3 202318
SEGALL BRYANT & HAMILL, LLC 18180.04%0.08%0.17%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 18180.00%0.08%0.16%Q2 2019Q3 202318
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.01%0.01%0.01%Q3 2019Q3 202317
AMERICAN CENTURY COMPANIES INC 1030.00%0.00%0.01%Q3 2018Q3 202317
TEACHERS ADVISORS, LLC 17170.00%0.00%0.02%Q1 2015Q1 201917
RAYMOND JAMES & ASSOCIATES 1430.00%0.00%0.00%Q2 2019Q3 202317
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 980.00%0.04%0.09%Q4 2017Q1 202217
Squarepoint Ops LLC 710.00%0.01%0.04%Q4 2017Q3 202317
AdvisorNet Financial, Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
MENTA CAPITAL LLC 1060.05%0.19%0.44%Q2 2015Q2 201916
NORGES BANK 1510.00%0.01%0.01%Q4 2014Q4 202216
HSBC HOLDINGS PLC 610.00%0.00%0.00%Q2 2018Q3 202316
TIAA CREF INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.01%Q2 2015Q1 201916
AQR Capital Management 810.00%0.00%0.00%Q1 2018Q3 202316
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q4 2016Q4 202216
PRUDENTIAL FINANCIAL INC 1420.00%0.00%0.00%Q1 2019Q3 202316
Cubist Systematic Strategies, LLC 1010.01%0.03%0.08%Q3 2018Q3 202315
TEACHER RETIREMENT SYSTEM OF TEXAS 1230.00%0.00%0.01%Q4 2015Q3 202315
Diversified Trust Co 15150.01%0.02%0.05%Q2 2020Q4 202315
LPL Financial LLC 1320.00%0.00%0.00%Q2 2019Q3 202315
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
ProShare Advisors LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
NORDEA INVESTMENT MANAGEMENT AB 15150.01%0.02%0.03%Q3 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ACADIAN ASSET MANAGEMENT LLC 710.00%0.02%0.06%Q3 2017Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 620.00%0.01%0.02%Q4 2017Q3 202315
Impax Asset Management Group plc 15150.04%0.05%0.06%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 1140.00%0.01%0.02%Q4 2014Q3 202215
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q3 2015Q3 202315
Quantbot Technologies LP 610.00%0.04%0.10%Q3 2018Q3 202315
SILVERCREST ASSET MANAGEMENT GROUP LLC 15150.01%0.18%0.31%Q4 2019Q2 202315
STIFEL FINANCIAL CORP 1310.00%0.00%0.01%Q1 2019Q3 202314
Champlain Investment Partners, LLC 14140.23%0.60%0.91%Q2 2020Q3 202314
AXA S.A. 820.00%0.02%0.04%Q4 2018Q3 202314
Quantinno Capital Management LP 1040.01%0.30%0.79%Q4 2019Q3 202314
GSA CAPITAL PARTNERS LLP 510.02%0.05%0.16%Q3 2017Q2 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.01%0.06%Q3 2017Q3 202314
G2 Investment Partners Management LLC 14140.88%2.03%3.06%Q2 2020Q3 202314
KING LUTHER CAPITAL MANAGEMENT CORP 14140.01%0.02%0.04%Q2 2020Q3 202314
Hawk Ridge Capital Management 14141.64%4.42%6.24%Q4 2016Q1 202014
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q1 2018Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.01%Q2 2020Q3 202314
SG Americas Securities, LLC 420.00%0.01%0.04%Q2 2018Q1 202314
Granahan Investment Management 14140.85%1.84%3.34%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 13130.08%0.15%0.22%Q3 2020Q3 202313
NISA INVESTMENT ADVISORS, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FDx Advisors, Inc. 13130.01%0.04%0.06%Q3 2020Q3 202313
Artisan Partners Limited Partnership 1030.04%0.14%0.22%Q2 2020Q3 202313
Praesidium Investment Management Company, LLC 13132.23%6.33%10.46%Q2 2020Q2 202313
Altshuler Shaham Ltd 810.00%0.00%0.00%Q4 2018Q1 202313
Foster Group, Inc. 12120.02%0.04%0.08%Q4 2020Q3 202312
AlphaCrest Capital Management LLC 1020.02%0.06%0.10%Q3 2019Q3 202212
Janney Montgomery Scott LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Dorsey & Whitney Trust CO LLC 12120.03%0.12%0.23%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Stonebridge Capital Advisors LLC 1110.01%0.01%0.02%Q2 2020Q3 202312
TD ASSET MANAGEMENT INC 12120.00%0.00%0.01%Q4 2020Q3 202312
WELLINGTON MANAGEMENT GROUP LLP 930.00%0.00%0.01%Q1 2019Q3 202312
Hardy Reed LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Spark Investment Management LLC 1110.05%0.19%0.44%Q4 2015Q4 201812
OAK ASSOCIATES LTD /OH/ 660.02%0.03%0.05%Q3 2018Q3 202112
QUADRANT CAPITAL GROUP LLC 1110.00%0.00%0.02%Q2 2020Q3 202312
Advisor Group, Inc. 610.00%0.00%0.00%Q2 2016Q4 201912
Petrus Trust Company, LTA 510.02%0.04%0.08%Q1 2019Q3 202312
Walleye Capital LLC 310.00%0.02%0.10%Q1 2019Q3 202312
PANAGORA ASSET MANAGEMENT INC 810.00%0.01%0.02%Q1 2015Q3 202212
ROSENBLUM SILVERMAN SUTTON S F INC /CA 12120.60%1.02%1.24%Q4 2020Q3 202312
GEORGE KAISER FAMILY FOUNDATION 12120.37%0.76%1.12%Q3 2020Q2 202312
FINANCIAL COUNSELORS INC 12120.02%0.03%0.04%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 12120.00%0.01%0.01%Q3 2019Q2 202212
COMERICA BANK 910.01%0.04%0.11%Q1 2019Q3 202312
DF DENT & CO INC 12120.05%0.68%0.99%Q4 2020Q3 202312
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q3 2016Q3 202312
Calamos Advisors LLC 530.00%0.01%0.04%Q2 2015Q3 202312
abrdn plc 12120.09%0.12%0.16%Q4 2020Q3 202312
ADVISORY RESEARCH INC 12120.02%0.24%0.40%Q4 2020Q3 202312
IFP Advisors, Inc 830.00%0.00%0.00%Q4 2020Q3 202311
Conestoga Capital Advisors, LLC 11110.70%1.36%1.74%Q1 2021Q3 202311
Highwater Wealth Management, LLC 11111.92%25.27%68.54%Q1 2017Q3 201911
Advantage Alpha Capital Partners LP 1010.48%1.19%1.94%Q4 2019Q3 202311
Lindbrook Capital, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Alamar Capital Management, LLC 11112.14%3.33%4.84%Q4 2020Q2 202311
EAM Investors, LLC 510.13%0.34%0.53%Q4 2015Q4 202111
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
STATE OF WISCONSIN INVESTMENT BOARD 11110.00%0.01%0.02%Q1 2021Q3 202311
Icon Wealth Partners, LLC 830.07%0.12%0.20%Q3 2020Q3 202311
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 11110.06%0.25%0.52%Q1 2021Q3 202311
Nationwide Fund Advisors 11110.00%0.00%0.00%Q1 2015Q3 201711
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
Gilbert & Cook, Inc. 11110.04%0.06%0.08%Q1 2021Q3 202311
Stone Ridge Asset Management LLC 11110.01%0.03%0.04%Q4 2017Q2 202011
LADENBURG THALMANN FINANCIAL SERVICES INC. 510.00%0.00%0.00%Q2 2016Q4 201911
Schonfeld Strategic Advisors LLC 410.00%0.03%0.16%Q3 2019Q2 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.03%Q1 2019Q3 202311
ROYCE & ASSOCIATES LP 620.01%0.04%0.09%Q1 2018Q3 202311
SRS Capital Advisors, Inc. 10100.00%0.01%0.03%Q2 2021Q3 202310
Private Capital Group, LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
MML INVESTORS SERVICES, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.02%0.03%Q1 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.01%0.01%Q1 2020Q2 202210
Frontier Wealth Management LLC 10100.01%0.08%0.14%Q1 2020Q2 202210
GLENMEDE TRUST CO NA 10100.00%0.01%0.01%Q2 2021Q3 202310
Chevy Chase Trust Holdings, LLC 910.00%0.01%0.01%Q4 2016Q4 201910
Advisors Asset Management, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
MACKAY SHIELDS LLC 550.00%0.00%0.01%Q3 2018Q1 202110
Knights of Columbus Asset Advisors LLC 10100.12%0.20%0.28%Q2 2021Q3 202310
Creative Planning 640.00%0.00%0.00%Q4 2020Q3 202310
CADIAN CAPITAL MANAGEMENT, LP 10100.15%1.24%2.33%Q4 2014Q1 201710
Pier Capital, LLC 10100.67%1.04%1.33%Q4 2019Q1 202210
CANADA PENSION PLAN INVESTMENT BOARD 910.00%0.00%0.02%Q4 2020Q3 202310
OBERNDORF WILLIAM E 9916.01%34.37%46.01%Q4 2016Q4 20189
MERCER GLOBAL ADVISORS INC /ADV 540.00%0.00%0.00%Q2 2021Q3 20239
Jump Financial, LLC 510.02%0.04%0.07%Q3 2020Q3 20239
Gotham Asset Management, LLC 510.01%0.02%0.06%Q2 2019Q3 20239
Alyeska Investment Group, L.P. 990.02%0.06%0.08%Q4 2014Q4 20169
Sageworth Trust Co 990.00%0.01%0.02%Q1 2021Q1 20239
VIRGINIA RETIREMENT SYSTEMS ET AL 510.00%0.01%0.01%Q2 2019Q3 20239
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q1 2021Q1 20239
Assenagon Asset Management S.A. 510.01%0.02%0.05%Q1 2019Q3 20239
MACKENZIE FINANCIAL CORP 710.00%0.00%0.00%Q2 2019Q3 20239
OCCUDO QUANTITATIVE STRATEGIES LP 810.19%0.31%0.47%Q4 2020Q2 20239
HARBOR INVESTMENT ADVISORY, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
TimesSquare Capital Management, LLC 990.42%0.57%0.70%Q3 2021Q3 20239
Quadrature Capital Ltd 210.01%0.04%0.08%Q3 2018Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
BLAIR WILLIAM & CO/IL 630.00%0.00%0.00%Q1 2021Q3 20239
Manchester Capital Management LLC 990.00%0.00%0.00%Q3 2021Q3 20239
AMP Capital Investors Ltd 420.00%0.00%0.00%Q4 2017Q3 20219
Steward Partners Investment Advisory, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
State of Wyoming 540.01%0.08%0.18%Q2 2021Q3 20239
QS Investors, LLC 990.01%0.03%0.05%Q2 2019Q2 20219
BESSEMER GROUP INC 610.00%0.01%0.03%Q1 2018Q3 20239
XPONANCE, INC. 540.00%0.00%0.01%Q2 2021Q3 20239
PEAK6 Group LLC 550.00%0.00%0.01%Q2 2017Q2 20189
OXFORD ASSET MANAGEMENT LLP 990.02%0.06%0.10%Q2 2017Q2 20199
NewEdge Advisors, LLC 540.00%0.00%0.01%Q4 2020Q3 20239
CAPITAL FUND MANAGEMENT S.A. 510.00%0.01%0.04%Q2 2018Q2 20229
FULLER & THALER ASSET MANAGEMENT, INC. 720.00%0.09%0.12%Q1 2019Q2 20229
MOODY ALDRICH PARTNERS LLC 990.76%1.06%1.36%Q3 2021Q3 20239
CULLEN/FROST BANKERS, INC. 720.00%0.00%0.00%Q2 2021Q3 20239
Beacon Pointe Advisors, LLC 530.00%0.01%0.01%Q1 2021Q3 20238
Covestor Ltd 880.01%0.01%0.01%Q4 2021Q3 20238
Ensign Peak Advisors, Inc 880.00%0.00%0.00%Q4 2021Q3 20238
Hillsdale Investment Management Inc. 510.00%0.24%0.38%Q3 2018Q3 20238
AEGON ASSET MANAGEMENT UK PLC 880.41%0.58%0.74%Q3 2021Q2 20238
HARVEST MANAGEMENT LLC 550.16%0.40%0.68%Q3 2022Q3 20238
Sonora Investment Management Group, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 620.00%0.00%0.00%Q1 2021Q1 20238
Glassman Wealth Services 410.00%0.00%0.00%Q2 2019Q3 20238
Crossmark Global Holdings, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Dorsey Asset Management 882.37%6.61%10.30%Q1 2017Q4 20188
City State Bank 880.06%0.08%0.12%Q4 2021Q3 20238
NATIXIS ADVISORS, L.P. 880.01%0.05%0.07%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
BlackRock Institutional Trust Company, N.A. 880.00%0.00%0.00%Q1 2015Q4 20168
LAZARD ASSET MANAGEMENT LLC 210.00%0.00%0.02%Q3 2019Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.05%0.11%Q4 2021Q3 20238
Advisory Services Network, LLC 310.00%0.00%0.01%Q1 2019Q1 20238
BlackRock Fund Advisors 880.00%0.00%0.00%Q1 2015Q4 20168
Elgethun Capital Management 880.14%0.20%0.24%Q4 2016Q3 20188
Paladin Advisory Group, LLC 880.10%0.15%0.20%Q4 2021Q3 20238
BLACKROCK ADVISORS LLC 880.00%0.00%0.00%Q1 2015Q4 20168
BlackRock Investment Management, LLC 880.00%0.00%0.00%Q1 2015Q4 20168
Potrero Capital Research LLC 710.49%2.83%4.05%Q3 2016Q1 20208
STEPH & CO 770.12%0.15%0.18%Q1 2022Q3 20237
Dynamic Technology Lab Private Ltd 310.03%0.09%0.16%Q2 2017Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
TRUIST FINANCIAL CORP 510.00%0.00%0.00%Q2 2020Q3 20237
Voya Financial Advisors, Inc. 770.04%0.07%0.08%Q1 2022Q3 20237
BOOTHBAY FUND MANAGEMENT, LLC 510.02%0.04%0.06%Q1 2017Q3 20237
PICTET ASSET MANAGEMENT SA 430.00%0.00%0.00%Q3 2021Q2 20237
TUDOR INVESTMENT CORP ET AL 510.01%0.03%0.07%Q3 2018Q3 20227
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.02%Q4 2019Q3 20237
MISSION WEALTH MANAGEMENT, LP 430.01%0.01%0.02%Q2 2021Q3 20237
Iowa State Bank 770.11%0.16%0.20%Q3 2017Q1 20197
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
BENJAMIN EDWARDS INC 770.01%0.02%0.03%Q1 2022Q3 20237
BOGLE INVESTMENT MANAGEMENT L P /DE/ 610.02%0.26%0.54%Q1 2018Q3 20207
Mitsubishi UFJ Asset Management Co., Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
MOODY NATIONAL BANK TRUST DIVISION 610.00%0.08%0.13%Q1 2019Q3 20237
RWA WEALTH PARTNERS, LLC 770.03%0.04%0.06%Q2 2018Q4 20197
Neuberger Berman Group LLC 430.00%0.00%0.00%Q2 2021Q3 20237
Wealth Alliance 430.04%0.04%0.05%Q3 2021Q3 20237
Candriam S.C.A. 610.01%0.01%0.01%Q2 2020Q1 20237
ClearBridge Investments 770.04%0.05%0.06%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Washington Trust Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Liontrust Investment Partners LLP 610.03%0.04%0.06%Q4 2020Q4 20227
Bell Bank 770.05%0.10%0.12%Q1 2022Q3 20237
MEEDER ASSET MANAGEMENT INC 410.00%0.01%0.02%Q1 2017Q3 20227
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.14%0.23%0.28%Q2 2022Q3 20236
DIMENSIONAL FUND ADVISORS LP 420.00%0.00%0.00%Q3 2021Q3 20236
Vontobel Holding Ltd. 660.00%0.01%0.02%Q2 2022Q3 20236
Nicholas Investment Partners, LP 660.10%0.20%0.26%Q3 2018Q4 20196
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Washington Harbour Partners LP 512.39%5.40%8.26%Q4 2020Q3 20226
Atria Wealth Solutions, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
NEXT CENTURY GROWTH INVESTORS LLC 420.15%0.35%0.56%Q2 2016Q3 20236
Vestmark Advisory Solutions, Inc. 660.02%0.02%0.03%Q1 2022Q2 20236
PARK AVENUE SECURITIES LLC 510.00%0.01%0.01%Q4 2021Q3 20236
Connor, Clark & Lunn Investment Management Ltd. 420.00%0.01%0.02%Q3 2018Q1 20236
FIFTH LANE CAPITAL, LP 330.00%0.80%2.34%Q1 2023Q3 20236
Ergoteles LLC 310.01%0.03%0.06%Q4 2020Q1 20236
Marshall Wace North America L.P. 210.00%0.00%0.01%Q1 2019Q3 20216
GLOBEFLEX CAPITAL L P 660.00%0.00%0.00%Q2 2022Q3 20236
Versor Investments LP 510.01%0.02%0.03%Q2 2021Q1 20236
Trutina Financial LLC 660.98%1.99%3.12%Q3 2015Q4 20166
Silvant Capital Management LLC 660.01%0.05%0.07%Q3 2018Q4 20196
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
MASSMUTUAL TRUST CO FSB/ADV 660.00%0.00%0.00%Q3 2022Q4 20236
BTC Capital Management, Inc. 660.09%0.13%0.19%Q2 2015Q3 20166
Foxhaven Asset Management, LP 660.11%0.91%1.61%Q3 2017Q4 20186
Global Retirement Partners, LLC 420.00%0.00%0.00%Q2 2019Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 420.00%0.00%0.01%Q1 2019Q3 20216
Avantax Planning Partners, Inc. 410.01%0.04%0.08%Q4 2016Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
AIGEN INVESTMENT MANAGEMENT, LP 220.02%0.08%0.22%Q4 2019Q1 20226
ArrowMark Colorado Holdings LLC 660.05%0.07%0.09%Q1 2020Q2 20216
Tradition Wealth Management, LLC 660.04%0.06%0.06%Q2 2022Q3 20236
FIRST NATIONAL BANK SIOUX FALLS 660.04%0.07%0.23%Q2 2015Q3 20166
WASATCH ADVISORS LP 660.02%0.03%0.04%Q3 2015Q4 20166
WINTON GROUP Ltd 330.00%0.01%0.03%Q2 2018Q1 20216
Mount Yale Investment Advisors, LLC 330.02%0.03%0.04%Q3 2021Q3 20236
Woodline Partners LP 510.01%0.15%0.44%Q4 2021Q3 20236
Sageworth Trust Co of South Dakota 660.07%0.15%0.31%Q4 2021Q1 20236
M&G INVESTMENT MANAGEMENT LTD 550.00%0.00%0.01%Q1 2021Q1 20225
CenterBook Partners LP 410.04%0.11%0.19%Q4 2021Q3 20235
Cornerstone Wealth Advisors, Inc. 550.09%0.11%0.14%Q1 2021Q1 20225
VISTA EQUITY PARTNERS MANAGEMENT, LLC 410.09%0.29%0.55%Q2 2020Q3 20235
NumerixS Investment Technologies Inc 550.00%0.02%0.04%Q1 2019Q1 20205
Jupiter Investment Management Ltd 550.00%0.00%0.00%Q3 2017Q3 20185
Baron Wealth Management LLC 550.18%0.20%0.22%Q4 2022Q4 20235
FIRST MERCANTILE TRUST CO 550.01%0.02%0.04%Q3 2020Q3 20215
T. Rowe Price Investment Management, Inc. 550.11%0.12%0.13%Q3 2022Q3 20235
HARBOUR INVESTMENTS, INC. 320.00%0.00%0.00%Q2 2021Q3 20225
CHICAGO EQUITY PARTNERS LLC 550.01%0.07%0.13%Q3 2018Q3 20195
A.R.T. Advisors, LLC 320.01%0.04%0.07%Q2 2018Q3 20195
Asset Management One Co., Ltd. 550.00%0.00%0.00%Q3 2020Q3 20215
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 550.00%0.00%0.01%Q1 2021Q1 20225
Brinker Capital Investments, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
ExodusPoint Capital Management, LP 210.00%0.03%0.07%Q1 2020Q2 20235
EverSource Wealth Advisors, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
Penserra Capital Management LLC 550.00%0.00%0.01%Q4 2015Q4 20165
DC Investments Management, LLC 410.48%0.56%0.67%Q2 2022Q3 20235
Assured Investment Management LLC 550.01%0.02%0.02%Q1 2018Q1 20195
Elequin Capital, LP 410.00%0.00%0.01%Q1 2022Q2 20235
North Star Investment Management Corp. 550.06%0.09%0.11%Q4 2015Q4 20165
Verition Fund Management LLC 210.00%0.01%0.01%Q3 2018Q3 20235
ALGERT GLOBAL LLC 320.09%0.20%0.39%Q3 2018Q1 20225
Centiva Capital, LP 410.00%0.02%0.05%Q3 2021Q2 20235
FORA Capital, LLC 310.01%0.02%0.04%Q3 2020Q2 20234
CAXTON ASSOCIATES LP 220.03%0.05%0.07%Q1 2019Q4 20214
Talbot Financial, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Realta Investment Advisors 440.03%0.04%0.05%Q1 2019Q4 20194
Colonial Trust Co / SC 440.00%0.00%0.01%Q4 2022Q3 20234
MEITAV INVESTMENT HOUSE LTD 310.01%0.02%0.02%Q2 2019Q4 20204
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.04%0.09%Q2 2021Q2 20234
Vanguard Personalized Indexing Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Kopp Family Office, LLC 441.10%3.15%4.90%Q4 2022Q3 20234
SEVEN EIGHT CAPITAL, LP 210.02%0.06%0.08%Q2 2019Q3 20214
BANQUE PICTET & CIE SA 440.02%0.02%0.02%Q1 2022Q4 20224
WealthTrust-Arizona, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
RIA Advisory Group LLC 440.19%0.22%0.25%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Aperio Group, LLC 310.00%0.00%0.00%Q2 2019Q4 20204
Xact Kapitalforvaltning AB 440.00%0.01%0.01%Q1 2019Q4 20194
DUPONT CAPITAL MANAGEMENT CORP 310.01%0.01%0.01%Q3 2018Q1 20214
Weiss Multi-Strategy Advisers LLC 440.03%0.04%0.05%Q3 2022Q2 20234
Penn Capital Management Company, LLC 440.63%0.73%0.86%Q2 2020Q1 20214
Telemark Asset Management, LLC 440.51%0.99%1.39%Q2 2015Q1 20164
Bayesian Capital Management, LP 310.04%0.09%0.17%Q3 2018Q4 20214
Cresset Asset Management, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q1 2019Q1 20204
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
FIL Ltd 440.00%0.00%0.00%Q1 2020Q4 20204
WELD CAPITAL MANAGEMENT LLC 220.07%0.20%0.50%Q2 2019Q3 20204
Qube Research & Technologies Ltd 110.00%0.01%0.02%Q4 2019Q3 20234
STEPHENS INC /AR/ 310.00%0.02%0.03%Q1 2019Q4 20204
Quantamental Technologies LLC 310.00%0.09%0.16%Q1 2019Q3 20224
Ellevest, Inc. 310.00%0.00%0.00%Q1 2022Q1 20234
HOWE & RUSLING INC 310.00%0.00%0.00%Q2 2015Q3 20224
BlackRock Group LTD 440.00%0.00%0.00%Q1 2016Q4 20164
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
People's United Financial, Inc. 440.01%0.02%0.02%Q4 2018Q3 20194
Athanor Capital, LP 210.01%0.01%0.02%Q4 2019Q1 20214
HRT FINANCIAL LP 110.01%0.01%0.02%Q3 2019Q3 20234
NATIXIS 220.01%0.02%0.05%Q4 2021Q3 20234
Brown Capital Management 440.38%1.12%1.61%Q4 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 440.00%0.00%0.00%Q4 2022Q3 20234
Harvest Fund Management Co., Ltd 310.00%0.01%0.01%Q3 2021Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.02%0.04%0.05%Q1 2022Q4 20224
Harvest Capital Strategies LLC 440.06%0.11%0.17%Q4 2014Q3 20154
MCF Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.00%0.00%0.01%Q4 2022Q3 20234
Hills Bank & Trust Co 310.01%0.02%0.02%Q4 2021Q3 20234
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Sigma Planning Corp 310.01%0.01%0.02%Q1 2019Q1 20224
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Point72 Hong Kong Ltd 210.00%0.02%0.03%Q3 2018Q1 20224
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
Laurion Capital Management LP 210.00%0.01%0.03%Q1 2018Q2 20204
Milestone Advisory Partners 330.13%0.15%0.18%Q2 2021Q4 20213
AtonRa Partners 330.60%0.64%0.68%Q1 2023Q3 20233
Discovery Group I, LLC 332.41%6.73%10.32%Q1 2017Q3 20173
Convergence Investment Partners, LLC 210.05%0.10%0.19%Q2 2019Q3 20213
Stanley-Laman Group, Ltd. 330.19%0.22%0.27%Q4 2021Q2 20223
StackLine Partners LP 212.00%2.96%3.88%Q4 2018Q1 20203
CenterStar Asset Management, LLC 110.01%0.04%0.10%Q3 2018Q3 20223
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
C M BIDWELL & ASSOCIATES LTD 330.11%0.15%0.20%Q2 2021Q4 20213
Allianz Asset Management GmbH 330.00%0.01%0.01%Q4 2021Q2 20223
CIBC Asset Management Inc 330.00%0.00%0.00%Q3 2021Q1 20223
MQS Management LLC 210.15%0.20%0.26%Q2 2022Q3 20233
Arabesque Asset Management Ltd 330.52%1.19%1.56%Q4 2018Q2 20193
Numerai GP LLC 330.98%1.57%2.16%Q1 2023Q3 20233
Fisher Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HARBOR CAPITAL ADVISORS, INC. 330.18%0.19%0.19%Q2 2023Q4 20233
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q4 2020Q2 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
SECOR Capital Advisors, LP 210.29%0.42%0.64%Q2 2018Q1 20193
Point72 Asset Management, L.P. 210.00%0.00%0.01%Q2 2019Q3 20233
Hutchin Hill Capital, LP 330.01%0.01%0.02%Q1 2017Q3 20173
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Berman Capital Advisors, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
American Trust 210.02%0.02%0.02%Q1 2022Q4 20223
Bellwether Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Skandinaviska Enskilda Banken AB (publ) 330.00%0.00%0.00%Q4 2019Q2 20203
CASTLEARK MANAGEMENT LLC 330.10%0.22%0.34%Q3 2021Q1 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ELLINGTON MANAGEMENT GROUP LLC 110.02%0.03%0.04%Q4 2016Q3 20193
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
DUALITY ADVISERS, LP 110.03%0.07%0.15%Q3 2020Q4 20213
Corton Capital Inc. 210.16%0.18%0.21%Q1 2022Q3 20233
Vancity Investment Management Ltd 330.10%0.11%0.12%Q1 2023Q3 20233
Blueshift Asset Management, LLC 110.06%0.08%0.12%Q3 2019Q4 20213
COMMERCE BANK 330.00%0.00%0.00%Q4 2022Q2 20233
Holocene Advisors, LP 110.00%0.01%0.01%Q3 2018Q3 20223
WEDBUSH SECURITIES INC 330.01%0.01%0.01%Q1 2023Q3 20233
CLEAR STREET MARKETS LLC 220.00%0.02%0.06%Q3 2022Q4 20223
ASSETMARK, INC 210.00%0.00%0.00%Q1 2021Q4 20213
SVB WEALTH LLC 330.11%0.12%0.14%Q3 2022Q1 20233
ETF MANAGERS GROUP, LLC 110.01%0.02%0.04%Q1 2016Q2 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
Paloma Partners Management Co 210.01%0.02%0.04%Q3 2020Q4 20213
Retirement Group, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Sculptor Capital LP 330.07%0.72%1.32%Q1 2023Q3 20233
Eagle Bay Advisors LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Campbell & CO Investment Adviser LLC 210.08%0.10%0.13%Q1 2019Q4 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 210.00%0.00%0.00%Q3 2022Q3 20233
JFS WEALTH ADVISORS, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Leucadia National 330.01%0.01%0.01%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SJS Investment Consulting Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Aquatic Capital Management LLC 330.01%0.02%0.04%Q1 2023Q3 20233
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q4 2015Q1 20162
EQUITABLE TRUST CO 220.02%0.02%0.02%Q4 2021Q1 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
HANSEATIC MANAGEMENT SERVICES INC 220.86%0.91%0.97%Q3 2021Q4 20212
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Tygh Capital Management, Inc. 220.70%0.79%0.88%Q1 2020Q2 20202
Twin Tree Management, LP 220.00%0.00%0.00%Q3 2021Q4 20212
J. Goldman & Co LP 110.33%0.39%0.44%Q3 2020Q1 20222
Financial Gravity Asset Management, Inc. 220.00%0.03%0.07%Q3 2021Q4 20212
Magnetar Financial LLC 110.00%0.01%0.01%Q4 2021Q2 20222
Virtu Financial LLC 110.03%0.06%0.08%Q2 2021Q1 20232
Jefferies Group LLC 220.00%0.00%0.00%Q4 2018Q1 20192
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2022Q2 20222
Timpani Capital Management LLC 110.54%1.22%1.90%Q4 2015Q1 20192
Icon Wealth Advisors, LLC 220.06%0.06%0.07%Q3 2022Q4 20222
TELEMUS CAPITAL, LLC 220.03%0.03%0.04%Q1 2017Q2 20172
XTX Topco Ltd 110.11%0.13%0.14%Q1 2022Q3 20232
Mosaic Family Wealth, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
ESSEX INVESTMENT MANAGEMENT CO LLC 220.17%0.18%0.20%Q4 2019Q1 20202
Kessler Investment Group, LLC 220.22%0.32%0.42%Q3 2018Q4 20182
Kepos Capital LP 220.08%0.08%0.08%Q3 2019Q4 20192
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
NZS Capital, LLC 220.32%0.36%0.40%Q2 2021Q3 20212
ALPS ADVISORS INC 220.01%0.01%0.01%Q1 2023Q2 20232
Y-Intercept (Hong Kong) Ltd 110.06%0.11%0.16%Q3 2021Q1 20232
Leap Investments LP 220.11%0.16%0.21%Q3 2019Q4 20192
B. Metzler seel. Sohn & Co. AG 110.00%0.04%0.08%Q1 2022Q3 20232
Sierra Capital LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Empowered Funds, LLC 220.19%0.21%0.23%Q3 2021Q4 20212
Tensile Capital Management 221.51%1.56%1.60%Q1 2023Q2 20232
Goodman Advisory Group, LLC 220.21%0.55%0.88%Q4 2021Q1 20222
Alpha DNA Investment Management LLC 110.00%0.45%0.90%Q1 2021Q4 20212
STONNINGTON GROUP, LLC 220.13%0.13%0.14%Q4 2022Q1 20232
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.00%0.00%0.00%Q1 2019Q2 20192
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2022Q1 20232
TURNER INVESTMENTS LLC 220.09%0.09%0.09%Q4 2014Q1 20152
INCEPTIONR LLC 110.25%0.29%0.34%Q1 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Versant Capital Management, Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
SHELL ASSET MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q4 20212
Sonora Investment Management, LLC 220.05%0.06%0.06%Q2 2021Q3 20212
LOOMIS SAYLES & CO L P 220.04%0.08%0.12%Q2 2023Q3 20232
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q1 20192
Prime Capital Investment Advisors, LLC 220.01%0.02%0.03%Q1 2023Q2 20232
TWINBEECH CAPITAL LP 110.05%0.09%0.12%Q1 2021Q4 20212
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q3 20232
OSTERWEIS CAPITAL MANAGEMENT INC 110.11%0.16%0.20%Q3 2017Q3 20192
Ionic Capital Management LLC 220.04%0.07%0.11%Q3 2019Q4 20192
EAM Global Investors LLC 110.34%0.44%0.53%Q4 2017Q3 20212
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20232
Jackson Creek Investment Advisors LLC 220.47%0.47%0.47%Q3 2020Q4 20202
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 220.00%0.00%0.00%Q4 2021Q1 20222
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
M&T BANK CORP 220.00%0.00%0.00%Q1 2021Q2 20212
HighMark Wealth Management LLC 110.00%0.05%0.09%Q4 2021Q1 20232
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2016Q2 20172
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2022Q3 20222
Summit Global Investments 220.02%0.02%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MARSHALL WACE, LLP 110.01%0.01%0.01%Q2 2020Q3 20222
Jeneq Management LP 110.13%0.86%1.58%Q1 2020Q1 20222
Cornerstone Investment Partners, LLC 110.01%0.02%0.02%Q4 2020Q2 20212
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Financial Architects, Inc 220.00%0.01%0.02%Q1 2019Q2 20192
Ibex Investors LLC 220.04%0.08%0.12%Q3 2018Q4 20182
Collaborative Holdings Management LP 223.41%3.59%3.76%Q1 2021Q2 20212
ETRADE Capital Management LLC 220.00%0.00%0.01%Q2 2020Q3 20202
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
MARTINGALE ASSET MANAGEMENT L P 220.00%0.00%0.00%Q1 2018Q2 20182
PROFUND ADVISORS LLC 220.01%0.01%0.01%Q3 2021Q4 20212
TWO SIGMA SECURITIES, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Olympiad Research LP 110.07%0.14%0.21%Q3 2020Q3 20212
NN Investment Partners Holdings N.V. 220.01%0.01%0.01%Q1 2021Q2 20212
BlueCrest Capital Management Ltd 110.02%0.04%0.07%Q4 2015Q3 20232
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q2 2023Q3 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.06%0.06%0.06%Q2 2023Q3 20232
HBK INVESTMENTS L P 110.01%0.02%0.02%Q1 2019Q3 20232
Acrospire Investment Management LLC 220.01%0.02%0.04%Q1 2017Q2 20172
WESTFIELD CAPITAL MANAGEMENT CO LP 220.19%0.19%0.19%Q4 2021Q1 20222
Grantham, Mayo, Van Otterloo & Co. LLC 220.00%0.00%0.00%Q4 2017Q1 20182
WALL STREET ASSOCIATES 220.46%0.54%0.61%Q3 2016Q4 20162
PUTNAM INVESTMENTS LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Foundry Partners, LLC 220.05%0.08%0.10%Q4 2020Q1 20212
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Neo Ivy Capital Management 110.19%0.19%0.19%Q3 2019Q3 20191
CM WEALTH ADVISORS LLC 110.10%0.10%0.10%Q1 2023Q1 20231
FOX RUN MANAGEMENT, L.L.C. 110.18%0.18%0.18%Q4 2021Q4 20211
USA FINANCIAL FORMULAS 110.10%0.10%0.10%Q4 2018Q4 20181
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Contour Asset Management LLC 110.72%0.72%0.72%Q4 2022Q4 20221
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Lisanti Capital Growth, LLC 110.68%0.68%0.68%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q4 2021Q4 20211
West Tower Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
NORTH RUN CAPITAL, LP 110.10%0.10%0.10%Q1 2017Q1 20171
Alpha Paradigm Partners, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Financial Advisors, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
COOPER CREEK PARTNERS MANAGEMENT LLC 111.37%1.37%1.37%Q1 2019Q1 20191
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q1 2022Q1 20221
361 CAPITAL LLC 110.47%0.47%0.47%Q2 2020Q2 20201
WHITEBOX ADVISORS LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Brookfield Asset Management 110.00%0.00%0.00%Q1 2023Q1 20231
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q3 2023Q3 20231
RiverPark Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Clear Creek Financial Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Glaxis Capital Management, LLC 111.01%1.01%1.01%Q4 2016Q4 20161
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Lloyd Advisory Services, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Hudson Bay Capital Management LP 110.02%0.02%0.02%Q3 2023Q3 20231
Graham Capital Management, L.P. 110.01%0.01%0.01%Q4 2021Q4 20211
Soros Fund Management 110.03%0.03%0.03%Q3 2023Q3 20231
BOULDER HILL CAPITAL MANAGEMENT LP 110.77%0.77%0.77%Q4 2021Q4 20211
Pacific Center for Financial Services 110.04%0.04%0.04%Q2 2018Q2 20181
Quarry LP 110.01%0.01%0.01%Q3 2023Q3 20231
AXQ CAPITAL, LP 110.11%0.11%0.11%Q1 2023Q1 20231
CastleArk Alternatives, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
APG Asset Management N.V. 110.00%0.00%0.00%Q3 2019Q3 20191
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Virtue Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Invictus RG 110.43%0.43%0.43%Q2 2018Q2 20181
Inspire Advisors, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Thrax Management, LLC 110.13%0.13%0.13%Q4 2015Q4 20151
Vinva Investment Management Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atom Investors LP 110.05%0.05%0.05%Q1 2019Q1 20191
Lee Financial Co 110.00%0.00%0.00%Q4 2021Q4 20211
Whetstone Capital Advisors, LLC 111.36%1.36%1.36%Q3 2022Q3 20221
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Miracle Mile Advisors, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Qsemble Capital Management, LP 110.05%0.05%0.05%Q3 2023Q3 20231
Kiwi Wealth Investments Limited Partnership 110.08%0.08%0.08%Q2 2021Q2 20211
Legato Capital Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Achievement Holdings L.P. 110.01%0.01%0.01%Q4 2014Q4 20141
Delphia (USA) Inc. 110.25%0.25%0.25%Q1 2022Q1 20221
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q4 2019Q4 20191
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q3 2016Q3 20161
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vestcor Inc 110.10%0.10%0.10%Q3 2022Q3 20221
Sciencast Management LP 110.14%0.14%0.14%Q3 2020Q3 20201
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SYMMETRY PEAK MANAGEMENT LLC 110.46%0.46%0.46%Q3 2022Q3 20221
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Gyon Technologies Capital Management, LP 110.16%0.16%0.16%Q1 2021Q1 20211
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Eisler Capital (US) LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Balter Liquid Alternatives, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q4 2022Q4 20221
MYDA Advisors LLC 110.70%0.70%0.70%Q1 2023Q1 20231
Vise Technologies, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PICTON MAHONEY ASSET MANAGEMENT 110.07%0.07%0.07%Q3 2023Q3 20231
Anchor Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FORTALEZA ASSET MANAGEMENT INC/ 110.13%0.13%0.13%Q4 2015Q4 20151
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Coe Capital Management, LLC 110.16%0.16%0.16%Q1 2016Q1 20161
Schubert & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Mitsubishi UFJ Trust & Banking Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
P SCHOENFELD ASSET MANAGEMENT LP 111.14%1.14%1.14%Q4 2022Q4 20221
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Crestline Management, LP 110.14%0.14%0.14%Q3 2022Q3 20221
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Harspring Capital Management, LLC 111.90%1.90%1.90%Q2 2020Q2 20201
MUFG Securities EMEA plc 110.01%0.01%0.01%Q3 2018Q3 20181
Passport Capital, LLC 110.03%0.03%0.03%Q4 2014Q4 20141
PineBridge Investments, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BlueMar Capital Management, LLC 110.24%0.24%0.24%Q1 2015Q1 20151
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Intrinsic Edge Capital Management LLC 110.54%0.54%0.54%Q4 2018Q4 20181
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Donoghue Forlines LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Syverson Strege & Co 111.16%1.16%1.16%Q4 2020Q4 20201
Cipher Capital LP 110.06%0.06%0.06%Q3 2019Q3 20191
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
BREAKLINE CAPITAL LLC 111.06%1.06%1.06%Q1 2019Q1 20191
Espalier Global Management LLC 110.59%0.59%0.59%Q3 2016Q3 20161
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Fulcrum Asset Management LLP 110.04%0.04%0.04%Q4 2021Q4 20211
COLUMBIA WANGER ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q4 2014Q4 20141
ALPHASIMPLEX GROUP, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hood River Capital Management LLC 110.13%0.13%0.13%Q3 2015Q3 20151
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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