Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.06% | 0.27% | Q2 2019 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.11% | 0.44% | Q2 2019 | Q3 2023 | 54 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.09% | 0.62% | Q2 2019 | Q3 2023 | 53 |
WOLVERINE TRADING, LLC | 12 | 5 | 0.00% | 0.08% | 0.40% | Q2 2019 | Q3 2023 | 50 |
Walleye Trading LLC | 18 | 18 | 0.00% | 0.10% | 0.44% | Q2 2019 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.21% | Q2 2019 | Q3 2023 | 48 |
D. E. Shaw & Co., Inc. | 17 | 17 | 0.00% | 0.09% | 0.40% | Q3 2019 | Q3 2023 | 48 |
Parallax Volatility Advisers, L.P. | 15 | 2 | 0.00% | 0.07% | 0.54% | Q2 2019 | Q3 2023 | 46 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 45 |
PEAK6 Investments LLC | 18 | 18 | 0.00% | 0.15% | 0.76% | Q2 2019 | Q3 2023 | 44 |
TWO SIGMA SECURITIES, LLC | 17 | 17 | 0.00% | 0.14% | 0.87% | Q3 2019 | Q3 2023 | 44 |
UBS Group AG | 18 | 18 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 44 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.10% | 0.53% | Q2 2019 | Q3 2023 | 42 |
NOMURA HOLDINGS INC | 15 | 15 | 0.00% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 40 |
Squarepoint Ops LLC | 18 | 18 | 0.00% | 0.22% | 1.56% | Q2 2019 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 36 |
MILLENNIUM MANAGEMENT LLC | 13 | 3 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.05% | 0.23% | Q2 2019 | Q3 2023 | 35 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 13 | 0.00% | 0.21% | 0.77% | Q3 2020 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 33 |
Creative Planning | 17 | 17 | 0.00% | 0.02% | 0.26% | Q3 2019 | Q3 2023 | 32 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 32 |
TWO SIGMA INVESTMENTS, LP | 16 | 16 | 0.01% | 0.23% | 0.71% | Q4 2019 | Q3 2023 | 31 |
TUDOR INVESTMENT CORP ET AL | 18 | 18 | 0.00% | 0.20% | 1.03% | Q2 2019 | Q3 2023 | 30 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.01% | 0.08% | 0.31% | Q2 2019 | Q3 2023 | 29 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.10% | 0.45% | Q2 2019 | Q3 2023 | 29 |
Mizuho Markets Cayman LP | 11 | 11 | 0.00% | 1.25% | 4.07% | Q1 2021 | Q3 2023 | 28 |
Alkeon Capital Management | 16 | 16 | 0.02% | 0.35% | 1.05% | Q4 2019 | Q3 2023 | 27 |
Centiva Capital, LP | 9 | 2 | 0.00% | 0.08% | 0.42% | Q2 2020 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.01% | 0.11% | Q2 2019 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 27 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 26 |
CAAS CAPITAL MANAGEMENT LP | 6 | 3 | 0.01% | 0.13% | 0.50% | Q3 2020 | Q4 2022 | 23 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 23 |
HighTower Advisors, LLC | 11 | 5 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 22 |
Man Group plc | 18 | 18 | 0.00% | 0.06% | 0.26% | Q2 2019 | Q3 2023 | 22 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.15% | Q3 2019 | Q3 2023 | 21 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.41% | 1.62% | Q2 2019 | Q4 2022 | 21 |
Verition Fund Management LLC | 13 | 2 | 0.00% | 0.03% | 0.37% | Q2 2019 | Q3 2023 | 21 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.10% | 0.57% | Q4 2020 | Q3 2023 | 21 |
Paloma Partners Management Co | 12 | 1 | 0.01% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 20 |
MARSHALL WACE, LLP | 7 | 3 | 0.00% | 0.04% | 0.13% | Q1 2020 | Q3 2022 | 20 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.12% | 0.39% | Q2 2020 | Q1 2023 | 20 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 19 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 18 | 0.00% | 0.18% | 0.61% | Q2 2019 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.33% | 1.32% | Q2 2019 | Q3 2023 | 18 |
Harrington Investments, INC | 18 | 18 | 0.40% | 1.21% | 3.48% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.06% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Baillie Gifford | 18 | 18 | 0.03% | 0.80% | 2.04% | Q2 2019 | Q3 2023 | 18 |
WESTPAC BANKING CORP | 18 | 18 | 0.00% | 0.07% | 0.24% | Q2 2019 | Q3 2023 | 18 |
MACQUARIE GROUP LTD | 18 | 18 | 0.00% | 0.01% | 0.14% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.02% | 0.09% | 0.32% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.01% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 18 | 18 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.10% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q2 2022 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.00% | 0.07% | 0.22% | Q2 2019 | Q3 2023 | 18 |
GILDER GAGNON HOWE & CO LLC | 18 | 18 | 0.06% | 1.20% | 3.12% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.01% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.00% | 0.12% | 0.47% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Highlander Capital Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.01% | 0.14% | 0.64% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.03% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Asset Dedication, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 17 |
PRIMECAP MANAGEMENT CO/CA/ | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.08% | 0.30% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.06% | 0.28% | Q2 2019 | Q1 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 17 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FIRST TRUST ADVISORS LP | 17 | 17 | 0.03% | 0.34% | 0.94% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
XR Securities LLC | 8 | 1 | 0.00% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 17 |
Prospera Financial Services Inc | 16 | 1 | 0.01% | 0.08% | 0.55% | Q2 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 16 | 1 | 0.00% | 0.15% | 0.72% | Q2 2019 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q4 2023 | 17 |
ARK Investment Management | 12 | 12 | 0.01% | 2.93% | 6.23% | Q4 2020 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Alberta Investment Management Corp | 14 | 3 | 0.00% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 15 | 2 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Catalyst Capital Advisors LLC | 15 | 2 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 3 | 0.00% | 0.01% | 0.12% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Legal & General Group Plc | 17 | 17 | 0.00% | 0.07% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Comprehensive Financial Management LLC | 16 | 16 | 2.24% | 4.15% | 9.90% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 16 | 16 | 0.00% | 0.46% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Gladstone Capital Management LLP | 16 | 16 | 0.01% | 6.22% | 17.04% | Q3 2019 | Q2 2023 | 16 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 16 | 16 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 16 | 16 | 0.00% | 0.07% | 0.37% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
MUFG Securities EMEA plc | 6 | 5 | 0.02% | 0.16% | 0.65% | Q4 2020 | Q3 2023 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 15 | 15 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q1 2023 | 16 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 4 | 0.00% | 0.01% | 0.11% | Q2 2020 | Q3 2022 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.05% | 17.14% | 70.34% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 16 | 16 | 0.00% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 16 | 16 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
BERKSHIRE CAPITAL HOLDINGS INC | 15 | 1 | 0.00% | 0.68% | 3.99% | Q3 2019 | Q3 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Invesco Ltd. | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2023 | 16 |
SG3 Management, LLC | 5 | 1 | 0.00% | 0.44% | 1.49% | Q2 2019 | Q3 2021 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Motley Fool Asset Management LLC | 14 | 2 | 0.03% | 0.10% | 0.26% | Q3 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 15 | 1 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 10 | 3 | 0.00% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Russell Investments Group, Ltd. | 15 | 1 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.00% | 0.04% | 0.23% | Q2 2019 | Q3 2023 | 16 |
Kistler-Tiffany Companies, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2023 | 16 |
Gotham Asset Management, LLC | 14 | 2 | 0.01% | 0.05% | 0.20% | Q2 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 16 | 16 | 0.02% | 0.15% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.13% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.14% | 1.01% | Q2 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 15 | 15 | 0.02% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q4 2022 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DnB Asset Management AS | 15 | 15 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q4 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.06% | 0.16% | 0.30% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15 | 15 | 0.01% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 15 |
One Day In July LLC | 15 | 15 | 0.05% | 0.19% | 0.49% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 14 | 1 | 0.03% | 0.16% | 0.60% | Q4 2019 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.01% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.07% | 0.23% | 0.66% | Q1 2020 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.37% | 2.26% | 6.98% | Q4 2019 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 15 | 15 | 0.39% | 0.97% | 2.46% | Q1 2020 | Q3 2023 | 15 |
TSFG, LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Penserra Capital Management LLC | 15 | 15 | 0.00% | 0.05% | 0.44% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Estabrook Capital Management | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Harvest Fund Management Co., Ltd | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 15 | 15 | 0.02% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
LYELL WEALTH MANAGEMENT, LP | 15 | 15 | 0.09% | 0.94% | 2.78% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.42% | Q4 2019 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
DekaBank Deutsche Girozentrale | 15 | 15 | 0.01% | 0.09% | 0.41% | Q1 2020 | Q3 2023 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.02% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.06% | 0.69% | Q2 2019 | Q3 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.34% | 0.55% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Bristlecone Advisors, LLC | 15 | 15 | 0.04% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 14 | 14 | 0.04% | 0.14% | 0.29% | Q2 2020 | Q3 2023 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Carolina Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 9 | 1 | 0.66% | 2.41% | 7.08% | Q3 2019 | Q3 2022 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.12% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.14% | 0.53% | Q3 2019 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.02% | 0.08% | 0.37% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MACKENZIE FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.03% | 0.10% | 0.25% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.05% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.04% | 0.10% | 0.23% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Caption Management, LLC | 6 | 1 | 0.04% | 0.18% | 0.41% | Q3 2019 | Q3 2023 | 14 |
First Growth Investment Manager LP | 10 | 10 | 0.29% | 3.31% | 7.20% | Q4 2020 | Q1 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.03% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.03% | 0.12% | 0.29% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 10 | 4 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 14 |
APG Asset Management N.V. | 14 | 14 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 14 | 14 | 0.05% | 0.14% | 0.29% | Q2 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SteelPeak Wealth, LLC | 13 | 13 | 0.02% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Tidal Investments LLC | 14 | 14 | 0.02% | 0.07% | 0.24% | Q2 2020 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q4 2022 | 14 |
Mizuho Securities Co. Ltd. | 12 | 2 | 0.00% | 0.67% | 5.29% | Q3 2019 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.04% | 0.19% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 14 |
BNP Paribas Asset Management Holding S.A. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Pacer Advisors, Inc. | 14 | 14 | 0.00% | 0.12% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.04% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.03% | 0.18% | 0.64% | Q1 2020 | Q2 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.03% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.03% | 0.12% | 0.26% | Q2 2019 | Q3 2022 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.13% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.11% | 0.28% | 0.67% | Q2 2020 | Q3 2023 | 14 |
PineBridge Investments, L.P. | 13 | 1 | 0.02% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.03% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Sloy Dahl & Holst, LLC | 14 | 14 | 0.05% | 0.40% | 2.11% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.05% | 0.11% | 0.23% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.01% | 0.10% | 0.28% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Avondale Wealth Management | 14 | 14 | 0.04% | 0.47% | 1.29% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Independent Advisor Alliance | 11 | 3 | 0.01% | 0.21% | 0.76% | Q1 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.08% | 0.48% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Korea Investment CORP | 14 | 14 | 0.00% | 0.03% | 0.19% | Q2 2020 | Q3 2023 | 14 |
CREDIT AGRICOLE S A | 13 | 1 | 0.00% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 14 |
Truvestments Capital LLC | 8 | 6 | 0.03% | 0.17% | 0.40% | Q1 2020 | Q3 2023 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.02% | 0.20% | 0.49% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.04% | 0.11% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Sepio Capital, LP | 14 | 14 | 0.02% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Financial Architects, Inc | 14 | 14 | 0.01% | 1.03% | 2.77% | Q1 2020 | Q2 2023 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.10% | 0.23% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.04% | 0.10% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.00% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 14 |
Andra AP-fonden | 6 | 3 | 0.01% | 0.16% | 0.38% | Q4 2019 | Q3 2023 | 14 |
AXA S.A. | 8 | 6 | 0.00% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.01% | 0.07% | 0.23% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.15% | 0.50% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.04% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.04% | 0.14% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
V Wealth Advisors LLC | 13 | 13 | 0.06% | 0.29% | 1.47% | Q2 2020 | Q2 2023 | 13 |
NISA INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
AQR Capital Management | 13 | 13 | 0.04% | 0.12% | 0.34% | Q3 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q4 2022 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.02% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 13 |
Coatue Management | 11 | 2 | 0.02% | 1.96% | 6.11% | Q2 2019 | Q3 2022 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Itau Unibanco Holding S.A. | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Nikko Asset Management Americas, Inc. | 13 | 13 | 0.15% | 3.59% | 6.11% | Q3 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.05% | 0.18% | Q2 2019 | Q2 2022 | 13 |
Concentrum Wealth Management | 12 | 12 | 0.03% | 0.55% | 1.54% | Q4 2020 | Q3 2023 | 13 |
Dai-ichi Life Insurance Company, Ltd | 9 | 4 | 0.00% | 0.05% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 10 | 2 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 13 |
AVIVA PLC | 13 | 13 | 0.00% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q2 2022 | 13 |
GABELLI FUNDS LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
FIL Ltd | 7 | 6 | 0.12% | 0.27% | 0.56% | Q2 2019 | Q3 2023 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Plante Moran Financial Advisors, LLC | 9 | 4 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
ROYAL LONDON ASSET MANAGEMENT LTD | 13 | 13 | 0.02% | 0.07% | 0.18% | Q3 2020 | Q3 2023 | 13 |
CNB Bank | 13 | 13 | 0.03% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BI Asset Management Fondsmaeglerselskab A/S | 13 | 13 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 11 | 1 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q1 2023 | 13 |
Schonfeld Strategic Advisors LLC | 5 | 2 | 0.00% | 0.04% | 0.25% | Q3 2019 | Q3 2023 | 13 |
Donoghue Forlines LLC | 13 | 13 | 0.08% | 0.20% | 0.49% | Q3 2020 | Q3 2023 | 13 |
ICONIQ Capital, LLC | 13 | 13 | 0.19% | 3.45% | 12.64% | Q2 2019 | Q2 2022 | 13 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 13 | 13 | 0.02% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.20% | 0.35% | 0.66% | Q3 2020 | Q3 2023 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.08% | 0.21% | Q2 2020 | Q1 2023 | 12 |
Simplicity Solutions, LLC | 11 | 1 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Avestar Capital, LLC | 12 | 12 | 0.06% | 0.52% | 1.40% | Q4 2019 | Q3 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q1 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q4 2022 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Vestcor Inc | 12 | 12 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.87% | 2.09% | 3.78% | Q4 2020 | Q3 2023 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.02% | 0.17% | 0.49% | Q3 2020 | Q2 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.04% | 0.15% | Q3 2019 | Q2 2022 | 12 |
GRIFFIN ASSET MANAGEMENT, INC. | 12 | 12 | 0.03% | 0.14% | 0.50% | Q2 2019 | Q1 2022 | 12 |
Column Capital Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
TIGER GLOBAL MANAGEMENT LLC | 12 | 12 | 0.46% | 1.50% | 3.08% | Q2 2019 | Q1 2022 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.10% | 0.31% | 0.79% | Q3 2020 | Q2 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Investors Research Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.02% | 0.19% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Candriam S.C.A. | 8 | 4 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Gifford Fong Associates | 12 | 12 | 0.23% | 0.55% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 10 | 2 | 0.00% | 0.08% | 0.24% | Q1 2020 | Q1 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Financial Management Professionals, Inc. | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.00% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 8 | 4 | 0.00% | 0.14% | 0.36% | Q3 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
NORGES BANK | 12 | 12 | 0.00% | 0.06% | 0.20% | Q1 2020 | Q4 2022 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.06% | 0.31% | Q1 2020 | Q3 2023 | 12 |
Diversified Trust Co | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2023 | 12 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 12 |
HNP Capital LLC | 12 | 12 | 0.07% | 0.27% | 0.70% | Q2 2020 | Q1 2023 | 12 |
PRUDENTIAL PLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2022 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.07% | 0.23% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKETS CORP | 7 | 5 | 0.00% | 0.04% | 0.15% | Q2 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.02% | 0.14% | 0.45% | Q4 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Savior LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Trexquant Investment LP | 4 | 1 | 0.06% | 0.42% | 0.86% | Q4 2019 | Q3 2023 | 11 |
Spark Investment Management LLC | 8 | 3 | 0.08% | 1.00% | 2.41% | Q2 2019 | Q3 2022 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.11% | 0.39% | Q1 2020 | Q3 2022 | 11 |
Malaga Cove Capital, LLC | 11 | 11 | 0.18% | 0.36% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
HHLR ADVISORS, LTD. | 7 | 1 | 0.45% | 6.59% | 17.85% | Q2 2019 | Q1 2023 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.05% | 0.22% | Q3 2019 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.05% | 0.20% | Q2 2020 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11 | 11 | 0.04% | 1.42% | 2.52% | Q4 2019 | Q2 2022 | 11 |
SOA Wealth Advisors, LLC. | 8 | 3 | 0.00% | 0.13% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Ghisallo Capital Management LLC | 11 | 11 | 0.21% | 0.71% | 3.05% | Q1 2021 | Q3 2023 | 11 |
BAMCO INC /NY/ | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2021 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 3 | 0.02% | 0.14% | 0.48% | Q1 2020 | Q1 2023 | 11 |
AlphaMark Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Ethic Inc. | 11 | 11 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Abdiel Capital Advisors | 11 | 11 | 1.23% | 5.65% | 10.09% | Q2 2019 | Q4 2021 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.09% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.02% | 0.09% | 0.25% | Q2 2020 | Q4 2022 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.14% | 0.23% | Q4 2020 | Q2 2023 | 11 |
NATIXIS | 5 | 3 | 0.01% | 0.03% | 0.21% | Q3 2020 | Q3 2023 | 11 |
Financial Advocates Investment Management | 11 | 11 | 0.02% | 0.11% | 0.28% | Q4 2019 | Q2 2022 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Endurance Wealth Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
HAMILTON LANE ADVISORS LLC | 11 | 11 | 0.09% | 4.06% | 22.42% | Q4 2019 | Q2 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.62% | 1.01% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Banco Santander, S.A. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.04% | 0.19% | 0.45% | Q1 2020 | Q3 2022 | 11 |
O'Shares Investment Advisers, LLC | 11 | 11 | 0.11% | 0.52% | 1.09% | Q3 2019 | Q1 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
SITTNER & NELSON, LLC | 9 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.03% | 0.27% | 1.13% | Q4 2019 | Q2 2022 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2022 | 11 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.13% | 0.38% | Q2 2020 | Q1 2023 | 11 |
Crewe Advisors LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q4 2021 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Intersect Capital LLC | 11 | 11 | 0.07% | 0.26% | 0.53% | Q4 2019 | Q2 2022 | 11 |
Achmea Investment Management B.V. | 5 | 1 | 0.03% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2022 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 4 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
OSSIAM | 10 | 10 | 0.01% | 0.12% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Weiss Multi-Strategy Advisers LLC | 7 | 1 | 0.01% | 0.16% | 0.33% | Q2 2019 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2021 | 10 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Optimus Prime Fund Management Co., Ltd. | 10 | 10 | 0.79% | 2.56% | 4.10% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Meiji Yasuda Asset Management Co Ltd. | 10 | 10 | 0.03% | 0.08% | 0.14% | Q2 2020 | Q3 2022 | 10 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 4 | 0.01% | 0.09% | 0.47% | Q3 2020 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 10 | 10 | 0.00% | 0.07% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Sutton Wealth Advisors Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.51% | 1.88% | Q2 2019 | Q3 2023 | 10 |
Avitas Wealth Management LLC | 8 | 2 | 0.05% | 0.59% | 1.33% | Q1 2020 | Q3 2023 | 10 |
West Family Investments, Inc. | 8 | 1 | 0.02% | 0.37% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Karani Asset Management LLC | 10 | 10 | 0.12% | 1.59% | 3.90% | Q2 2020 | Q3 2022 | 10 |
BROWN BROTHERS HARRIMAN & CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.48% | 1.21% | Q4 2019 | Q2 2023 | 10 |
ALLSTATE CORP | 9 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2022 | 10 |
Redpoint Investment Management Pty Ltd | 10 | 10 | 0.04% | 0.11% | 0.19% | Q2 2020 | Q3 2022 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 10 |
1776 Wealth LLC | 9 | 9 | 0.04% | 0.37% | 0.88% | Q4 2019 | Q4 2021 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.10% | 0.43% | 0.93% | Q3 2020 | Q3 2023 | 10 |
JACKSON SQUARE CAPITAL, LLC | 9 | 9 | 0.00% | 1.10% | 3.03% | Q4 2019 | Q4 2021 | 10 |
GFG Capital, LLC | 10 | 10 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2022 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Perigon Wealth Management, LLC | 10 | 10 | 0.02% | 0.09% | 0.21% | Q1 2020 | Q2 2022 | 10 |
SCGE MANAGEMENT, L.P. | 10 | 10 | 0.85% | 1.45% | 2.56% | Q2 2019 | Q3 2021 | 10 |
Clearstead Trust, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.02% | 0.49% | 0.90% | Q4 2020 | Q3 2023 | 10 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.01% | 0.18% | 0.44% | Q2 2020 | Q1 2023 | 10 |
Phoenix Wealth Advisors | 7 | 3 | 0.01% | 0.39% | 0.91% | Q1 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q2 2022 | 9 |
HGI Capital Management, LLC | 9 | 9 | 0.11% | 0.54% | 1.10% | Q1 2020 | Q1 2022 | 9 |
PITTENGER & ANDERSON INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Knuff & Co LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Private Ocean, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 9 |
MetLife Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.01% | 0.08% | 0.13% | Q1 2020 | Q2 2023 | 9 |
Q Global Advisors, LLC | 8 | 1 | 0.51% | 2.11% | 3.75% | Q1 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 6 | 1 | 0.01% | 0.29% | 2.46% | Q4 2019 | Q3 2023 | 9 |
Quinn Opportunity Partners LLC | 4 | 2 | 0.19% | 0.26% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.15% | 0.39% | Q4 2019 | Q2 2023 | 9 |
CERTUITY, LLC | 9 | 9 | 0.05% | 0.14% | 0.26% | Q2 2020 | Q2 2022 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 9 |
Wealthfront Advisers LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 6 | 3 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q2 2022 | 9 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 9 |
Artisan Partners Limited Partnership | 9 | 9 | 0.18% | 0.88% | 1.99% | Q2 2019 | Q2 2021 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
NORTHEAST INVESTMENT MANAGEMENT | 9 | 9 | 0.02% | 0.11% | 0.24% | Q1 2020 | Q1 2022 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.04% | 0.37% | 1.07% | Q4 2021 | Q4 2023 | 9 |
L. Roy Papp & Associates, LLP | 9 | 9 | 0.12% | 0.28% | 0.72% | Q2 2021 | Q2 2023 | 9 |
Sawyer & Company, Inc | 9 | 9 | 0.04% | 0.13% | 0.35% | Q4 2019 | Q4 2021 | 9 |
Sands Capital Management | 9 | 9 | 0.28% | 0.64% | 1.09% | Q2 2019 | Q2 2021 | 9 |
Wealth Quarterback LLC | 4 | 1 | 0.05% | 0.29% | 0.72% | Q1 1987 | Q2 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q2 2023 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.05% | 0.21% | Q3 2021 | Q3 2023 | 9 |
ING GROEP NV | 6 | 3 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 9 |
BLUESTEIN R H & CO LLC | 8 | 1 | 0.02% | 0.28% | 1.30% | Q1 2020 | Q2 2022 | 9 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.04% | 0.19% | Q2 2019 | Q1 2022 | 9 |
Whale Rock Capital Management | 4 | 2 | 0.83% | 2.70% | 4.66% | Q2 2019 | Q3 2021 | 9 |
Rheos Capital Works Inc. | 9 | 9 | 0.49% | 2.73% | 7.22% | Q1 2020 | Q1 2022 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q2 2022 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q3 2022 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Meridian Wealth Management, LLC | 8 | 1 | 0.03% | 0.56% | 1.54% | Q2 2019 | Q4 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.30% | Q3 2020 | Q3 2022 | 9 |
Activest Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
CITY HOLDING CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q4 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CAZ INVESTMENTS LP | 7 | 1 | 0.05% | 0.28% | 0.56% | Q1 2020 | Q3 2023 | 8 |
Strategy Capital | 8 | 8 | 3.64% | 6.59% | 13.09% | Q3 2019 | Q2 2021 | 8 |
Field & Main Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 8 |
Biltmore Capital Advisors LLC | 4 | 2 | 0.06% | 0.14% | 0.31% | Q2 2019 | Q4 2021 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2021 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.02% | 0.15% | 0.31% | Q1 2020 | Q1 2022 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MEANS INVESTMENT CO., INC. | 8 | 8 | 0.04% | 0.11% | 0.16% | Q1 2020 | Q4 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.08% | 0.25% | 0.44% | Q1 2020 | Q2 2022 | 8 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.07% | 0.23% | Q1 2020 | Q1 2023 | 8 |
AGF Investments America Inc. | 8 | 8 | 0.22% | 0.89% | 1.63% | Q1 2020 | Q4 2021 | 8 |
Ascent Wealth Partners, LLC | 8 | 8 | 0.15% | 0.35% | 0.60% | Q1 2020 | Q4 2021 | 8 |
BOKF, NA | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kalos Management, Inc. | 7 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q1 2023 | 8 |
Atlassian Corp | 8 | 8 | 100.00% | 100.00% | 100.00% | Q4 2020 | Q3 2022 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Adero Partners, LLC | 8 | 8 | 0.05% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hexagon Capital Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Plancorp, LLC | 8 | 8 | 0.23% | 2.34% | 4.53% | Q4 2019 | Q3 2021 | 8 |
Resolute Advisors LLC | 8 | 8 | 0.02% | 0.13% | 0.47% | Q4 2020 | Q3 2022 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q4 2021 | 8 |
EXCALIBUR MANAGEMENT CORP | 7 | 1 | 0.13% | 0.16% | 0.24% | Q3 2020 | Q3 2023 | 8 |
AGF Investments LLC | 8 | 8 | 0.06% | 0.11% | 0.24% | Q2 2020 | Q1 2022 | 8 |
Kerrisdale Advisers, LLC | 8 | 8 | 0.62% | 2.29% | 4.92% | Q4 2021 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
State of Alaska, Department of Revenue | 6 | 2 | 0.02% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 8 |
Laurel Wealth Advisors, Inc. | 7 | 1 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2021 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Sowa Financial Group, Inc. | 8 | 8 | 0.01% | 0.23% | 0.40% | Q1 2020 | Q4 2021 | 8 |
Koshinski Asset Management, Inc. | 8 | 8 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q1 2022 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 8 | 8 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q4 2021 | 8 |
Empowered Funds, LLC | 6 | 2 | 0.01% | 0.07% | 0.24% | Q4 2020 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.27% | Q1 2020 | Q2 2022 | 8 |
Monaco Asset Management SAM | 8 | 8 | 0.23% | 2.15% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.19% | 0.92% | Q4 2021 | Q3 2023 | 8 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.31% | 3.44% | 7.47% | Q1 2020 | Q4 2021 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.53% | 1.23% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Avory & Company, LLC | 8 | 8 | 5.27% | 7.50% | 13.47% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
WADE G W & INC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q4 2021 | 8 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.04% | 0.43% | 0.88% | Q2 2019 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.05% | 0.22% | 0.45% | Q2 2020 | Q1 2022 | 8 |
Capital Impact Advisors, LLC | 4 | 2 | 0.25% | 0.55% | 1.49% | Q4 2019 | Q4 2022 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q2 2022 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.01% | 0.18% | 0.50% | Q1 2020 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 6 | 2 | 0.06% | 0.14% | 0.31% | Q1 2020 | Q4 2022 | 8 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.04% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CreativeOne Wealth, LLC | 6 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gerber Kawasaki Wealth & Investment Management | 7 | 7 | 0.00% | 0.21% | 0.53% | Q2 2020 | Q4 2021 | 8 |
JENNISON ASSOCIATES LLC | 5 | 1 | 0.00% | 0.11% | 0.34% | Q2 2019 | Q1 2022 | 8 |
Integrated Wealth Concepts LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 8 |
Maven Ventures Partners II, LLC | 8 | 8 | 1.30% | 44.65% | 100.00% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 4 | 4 | 0.03% | 0.08% | 0.19% | Q1 2020 | Q3 2022 | 8 |
IBM Retirement Fund | 8 | 8 | 0.06% | 0.13% | 0.22% | Q2 2020 | Q1 2022 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Stanley-Laman Group, Ltd. | 7 | 1 | 0.05% | 0.84% | 1.10% | Q1 2021 | Q1 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 7 | 1 | 0.12% | 0.30% | 0.54% | Q2 2019 | Q3 2021 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 0.82% | 1.57% | 2.49% | Q4 2021 | Q3 2023 | 8 |
Paragon Capital Management Ltd | 8 | 8 | 0.06% | 0.10% | 0.19% | Q3 2021 | Q2 2023 | 8 |
SRS Capital Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
GLYNN CAPITAL MANAGEMENT LLC | 5 | 3 | 2.52% | 3.35% | 4.94% | Q2 2019 | Q2 2021 | 8 |
Surevest, LLC | 8 | 8 | 0.24% | 0.72% | 1.42% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2021 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.03% | 0.13% | 0.28% | Q1 2020 | Q3 2021 | 7 |
FRED ALGER MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 7 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q4 2020 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 7 |
Versor Investments LP | 3 | 1 | 0.05% | 0.13% | 0.38% | Q3 2020 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.06% | 0.35% | 0.84% | Q1 2020 | Q3 2021 | 7 |
Paragon Advisors, LLC | 7 | 7 | 0.11% | 0.34% | 0.95% | Q2 2020 | Q4 2021 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kozak & Associates, Inc. | 7 | 7 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q1 2023 | 7 |
Archer Investment Corp | 4 | 1 | 0.00% | 0.04% | 0.28% | Q1 2020 | Q3 2023 | 7 |
Atika Capital Management LLC | 7 | 7 | 0.26% | 1.39% | 2.50% | Q2 2019 | Q4 2020 | 7 |
DFPG INVESTMENTS, LLC | 7 | 7 | 0.24% | 0.40% | 0.72% | Q2 2019 | Q4 2020 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Altman Advisors, Inc. | 7 | 7 | 0.71% | 1.79% | 3.19% | Q1 2020 | Q3 2021 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2021 | 7 |
Herald Investment Management Ltd | 7 | 7 | 0.27% | 0.39% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Tarbox Family Office, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 0.00% | 0.13% | 0.28% | Q1 2020 | Q3 2021 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VIRIDIAN RIA, LLC | 6 | 1 | 0.24% | 0.54% | 0.88% | Q1 2020 | Q4 2021 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.07% | 0.21% | 0.45% | Q1 2020 | Q3 2021 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.04% | 0.18% | 0.32% | Q4 2020 | Q2 2022 | 7 |
FCF Advisors LLC | 3 | 1 | 0.27% | 0.55% | 1.01% | Q2 2020 | Q4 2023 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q4 2021 | 7 |
Rathbones Group PLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Caprock Group, LLC | 7 | 7 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q4 2021 | 7 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 7 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 1 | 0.12% | 0.26% | 0.60% | Q1 2020 | Q2 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Neo Ivy Capital Management | 4 | 3 | 0.02% | 0.13% | 0.23% | Q3 2020 | Q2 2022 | 7 |
Lattice Capital Management, LLC | 7 | 7 | 0.05% | 0.29% | 0.96% | Q4 2021 | Q2 2023 | 7 |
Tenzing Global Management, LLC | 3 | 2 | 0.78% | 1.56% | 2.49% | Q2 2019 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.06% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.07% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Spectrum Management Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
LifePro Asset Management | 4 | 1 | 1.83% | 6.14% | 14.28% | Q2 2020 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 7 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 0.09% | 0.28% | 1.06% | Q2 2020 | Q3 2021 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q4 2023 | 7 |
UBS OCONNOR LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Sicart Associates LLC | 7 | 7 | 1.01% | 1.49% | 2.65% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 4 | 3 | 0.02% | 0.23% | 0.59% | Q1 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 7 |
Oxler Private Wealth LLC | 5 | 2 | 0.01% | 0.23% | 0.44% | Q4 2020 | Q3 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.05% | 0.44% | 0.75% | Q4 2020 | Q2 2022 | 7 |
ACG Wealth | 6 | 1 | 0.02% | 0.21% | 0.41% | Q1 2020 | Q2 2022 | 7 |
MOSELEY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.13% | 0.27% | 0.43% | Q2 2020 | Q4 2021 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q4 2021 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.09% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.18% | 0.39% | Q3 2020 | Q1 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Seaport Global Advisors, LLC | 6 | 1 | 0.38% | 0.50% | 0.66% | Q4 2021 | Q3 2023 | 7 |
PFG Advisors | 6 | 6 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2021 | 7 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.01% | 0.25% | 0.64% | Q3 2020 | Q3 2023 | 7 |
Procyon Advisors, LLC | 7 | 7 | 0.06% | 0.21% | 0.43% | Q4 2019 | Q2 2021 | 7 |
AO Asset Management, LP | 6 | 1 | 0.67% | 2.02% | 5.20% | Q3 2019 | Q4 2021 | 7 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 7 |
Firestone Capital Management | 7 | 7 | 0.05% | 0.08% | 0.13% | Q1 2020 | Q3 2021 | 7 |
Quilter Plc | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2021 | 7 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.10% | 0.36% | 0.68% | Q3 2020 | Q2 2023 | 7 |
Granite Point Capital Management, L.P. | 3 | 1 | 0.06% | 0.26% | 1.07% | Q1 2020 | Q4 2022 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Luxor Capital Group, LP | 6 | 1 | 0.03% | 0.18% | 0.48% | Q2 2019 | Q3 2021 | 7 |
JT Stratford LLC | 7 | 7 | 0.06% | 0.24% | 0.62% | Q2 2020 | Q4 2021 | 7 |
Freestone Capital Holdings, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2022 | 7 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 7 | 0.13% | 0.69% | 2.17% | Q2 2019 | Q4 2020 | 7 |
CEERA INVESTMENTS, LLC | 7 | 7 | 1.09% | 1.61% | 2.81% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q4 2021 | 7 |
NN Investment Partners Holdings N.V. | 4 | 3 | 0.01% | 0.07% | 0.15% | Q2 2020 | Q1 2022 | 7 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 1 | 0.03% | 5.46% | 16.31% | Q4 2020 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q3 2021 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 2 | 0.00% | 0.05% | 0.15% | Q3 2019 | Q4 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WD RUTHERFORD LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 3 | 0.06% | 1.02% | 1.87% | Q2 2021 | Q4 2021 | 6 |
Telemark Asset Management, LLC | 5 | 1 | 0.38% | 1.88% | 3.56% | Q2 2019 | Q3 2021 | 6 |
Shay Capital LLC | 2 | 1 | 0.02% | 0.30% | 1.48% | Q4 2020 | Q2 2022 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.12% | 0.54% | Q1 2020 | Q1 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.12% | 0.33% | 0.59% | Q4 2021 | Q1 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.12% | 0.37% | 0.69% | Q3 2020 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Halpern Financial, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.16% | 0.48% | Q3 2020 | Q4 2021 | 6 |
NVWM, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.17% | 0.78% | Q2 2019 | Q2 2021 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.11% | 0.18% | 0.32% | Q2 2020 | Q3 2021 | 6 |
World Asset Management Inc | 6 | 6 | 0.08% | 0.10% | 0.15% | Q2 2020 | Q3 2021 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.14% | 0.54% | 1.06% | Q2 2020 | Q3 2021 | 6 |
Investment Research & Advisory Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Regent Peak Wealth Advisors LLC | 6 | 6 | 0.07% | 0.12% | 0.20% | Q2 2020 | Q3 2021 | 6 |
Navigation Wealth Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2022 | 6 |
CVA Family Office, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
BARINGS LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.22% | 0.31% | 0.42% | Q2 2020 | Q3 2021 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.00% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 6 |
WELCH & FORBES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.03% | 0.10% | 0.23% | Q2 2022 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.02% | 0.09% | 0.19% | Q1 2020 | Q2 2021 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
NIA IMPACT ADVISORS, LLC | 6 | 6 | 0.11% | 0.26% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Hummer Financial Advisory Services Inc | 6 | 6 | 0.24% | 0.36% | 0.56% | Q2 2020 | Q3 2021 | 6 |
STALEY CAPITAL ADVISERS INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
HoyleCohen, LLC | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2021 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.05% | 0.19% | 0.77% | Q1 2020 | Q2 2021 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.07% | 0.35% | 0.55% | Q4 2020 | Q3 2023 | 6 |
Asset Management Resources, LLC | 4 | 2 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.02% | 0.08% | 0.20% | Q3 2020 | Q1 2022 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q2 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
F3Logic, LLC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.16% | 0.37% | Q2 2019 | Q4 2021 | 6 |
Personal Capital Advisors Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Gyon Technologies Capital Management, LP | 5 | 1 | 0.08% | 0.34% | 0.73% | Q4 2020 | Q2 2022 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q3 2021 | 6 |
Guinness Atkinson Asset Management Inc | 6 | 6 | 1.87% | 2.26% | 3.02% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
USCA RIA LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q2 2021 | 6 |
Signature Wealth Management Partners, LLC | 4 | 2 | 0.20% | 0.26% | 0.30% | Q4 2020 | Q2 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Rehmann Capital Advisory Group | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q4 2021 | 6 |
Athanor Capital, LP | 4 | 2 | 0.01% | 0.06% | 0.19% | Q3 2019 | Q1 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.05% | 0.12% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.67% | 1.73% | Q2 2019 | Q1 2022 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Altimeter Capital Management | 6 | 6 | 0.43% | 1.31% | 2.72% | Q2 2020 | Q3 2021 | 6 |
INGALLS & SNYDER LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Tredje AP-fonden | 4 | 2 | 0.04% | 0.12% | 0.27% | Q3 2021 | Q3 2023 | 6 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q2 2023 | 6 |
Harvest Investment Services, LLC | 5 | 1 | 0.25% | 0.48% | 0.71% | Q1 2020 | Q3 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Guinness Asset Management LTD | 6 | 6 | 0.33% | 0.45% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Centric Wealth Management | 6 | 6 | 0.08% | 0.24% | 0.49% | Q1 2021 | Q2 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.02% | 0.22% | 0.47% | Q2 2019 | Q3 2021 | 6 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Legg Mason Asset Management (Japan) Co., Ltd. | 5 | 1 | 0.24% | 0.53% | 0.73% | Q2 2020 | Q4 2021 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
First Pacific Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.21% | 0.34% | 0.60% | Q2 2020 | Q3 2021 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Keel Point, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.05% | 0.16% | 0.26% | Q3 2020 | Q4 2021 | 6 |
Claret Asset Management Corp | 6 | 6 | 0.11% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.04% | 0.24% | Q4 2020 | Q2 2023 | 6 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.08% | 0.30% | Q3 2020 | Q2 2022 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 6 |
Holistic Financial Partners | 6 | 6 | 0.16% | 0.28% | 0.42% | Q3 2020 | Q4 2021 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Steadview Capital Management LLC | 6 | 6 | 3.52% | 6.03% | 10.44% | Q4 2020 | Q1 2022 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 5 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
GAGNON SECURITIES LLC | 6 | 6 | 0.06% | 0.27% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Vanguard Capital Wealth Advisors | 5 | 1 | 0.15% | 0.25% | 0.36% | Q2 2020 | Q4 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.91% | 2.14% | 3.73% | Q2 2020 | Q3 2021 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
H&H International Investment, LLC | 6 | 6 | 0.11% | 0.33% | 0.71% | Q3 2021 | Q4 2022 | 6 |
China Universal Asset Management Co., Ltd. | 5 | 1 | 0.06% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 0.82% | 0.98% | 1.23% | Q2 2022 | Q3 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Strategic Advisors LLC | 6 | 6 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q3 2021 | 6 |
State of Wyoming | 5 | 1 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q4 2022 | 6 |
Meiji Yasuda Life Insurance Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Blue Fin Capital, Inc. | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2021 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
High Note Wealth, LLC | 5 | 5 | 0.43% | 0.74% | 0.93% | Q4 2020 | Q4 2021 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
QCM Cayman, Ltd. | 3 | 2 | 0.38% | 0.69% | 1.12% | Q2 2020 | Q3 2021 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.43% | 0.93% | 1.18% | Q3 2022 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.13% | 0.62% | Q4 2020 | Q1 2023 | 5 |
Cito Capital Group, LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 5 | 5 | 0.06% | 0.23% | 0.51% | Q1 2020 | Q1 2021 | 5 |
Prism Advisors, Inc. | 3 | 2 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q2 2022 | 5 |
LMR Partners LLP | 2 | 1 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q2 2023 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.96% | 1.53% | 1.85% | Q3 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
BALASA DINVERNO & FOLTZ LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Invenomic Capital Management LP | 5 | 5 | 1.48% | 1.74% | 2.10% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 5 |
SYNOVUS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
AXIOM INVESTORS LLC /DE | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2020 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q1 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Temasek Holdings (Private) Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Marathon Trading Investment Management LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 5 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.18% | 0.84% | Q3 2019 | Q3 2020 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 5 |
WINTON GROUP Ltd | 4 | 1 | 0.02% | 0.10% | 0.13% | Q4 2020 | Q1 2022 | 5 |
LORD, ABBETT & CO. LLC | 3 | 1 | 0.06% | 0.36% | 0.68% | Q2 2019 | Q2 2021 | 5 |
KCL Capital, L.P. | 4 | 1 | 0.03% | 2.06% | 7.00% | Q2 2019 | Q3 2021 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
CTC LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 5 |
BRR OpCo, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WT Wealth Management | 5 | 5 | 0.11% | 0.49% | 0.74% | Q2 2020 | Q2 2021 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q1 2021 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 5 |
QS Investors, LLC | 5 | 5 | 0.01% | 0.09% | 0.13% | Q2 2020 | Q2 2021 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q2 2023 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.17% | 0.37% | Q2 2019 | Q4 2021 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.13% | 0.19% | 0.21% | Q3 2020 | Q3 2021 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 0.00% | 0.24% | 0.32% | Q4 2020 | Q1 2023 | 5 |
PINNACLE ASSOCIATES LTD | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.26% | 0.33% | 0.45% | Q2 2020 | Q2 2021 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.11% | 0.23% | 0.43% | Q4 2020 | Q1 2023 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q2 2023 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.04% | 0.10% | 0.27% | Q3 2020 | Q1 2023 | 5 |
Evolution Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.02% | 0.23% | 0.50% | Q3 2020 | Q1 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.05% | 0.13% | 0.29% | Q2 2019 | Q3 2023 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q2 2019 | Q2 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2022 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 5 |
Renaissance Capital LLC | 3 | 2 | 3.40% | 6.27% | 9.81% | Q4 2020 | Q1 2022 | 5 |
DB Fitzpatrick & Co, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Diligent Investors, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q3 2021 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.93% | 1.15% | 1.63% | Q2 2020 | Q2 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.01% | 0.12% | 0.24% | Q1 2023 | Q3 2023 | 5 |
Bollard Group LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Point72 Hong Kong Ltd | 3 | 2 | 0.07% | 0.12% | 0.15% | Q3 2020 | Q4 2021 | 5 |
Pinnacle Family Advisors, LLC | 3 | 2 | 0.21% | 0.31% | 0.42% | Q2 2019 | Q4 2020 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
SlateStone Wealth, LLC | 5 | 5 | 0.11% | 0.33% | 0.56% | Q2 2020 | Q2 2021 | 5 |
Congress Park Capital LLC | 4 | 1 | 0.13% | 0.21% | 0.31% | Q1 2021 | Q2 2022 | 5 |
Capital Investment Advisory Services, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 5 |
AlphaCrest Capital Management LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Sanford Advisory Services, LLC | 5 | 5 | 0.08% | 0.20% | 0.54% | Q4 2020 | Q4 2021 | 5 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.17% | 0.28% | 0.44% | Q2 2021 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.46% | 0.66% | 0.93% | Q4 2021 | Q4 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.18% | 0.40% | Q4 2019 | Q2 2023 | 5 |
MAI Capital Management | 3 | 2 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q1 2023 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 5 |
Beck Bode, LLC | 3 | 2 | 0.00% | 2.71% | 5.56% | Q1 2020 | Q2 2021 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.04% | 0.12% | 0.17% | Q3 2020 | Q3 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 5 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.15% | 0.31% | Q2 2021 | Q3 2023 | 5 |
APPLIED RESEARCH INVESTMENTS, LLC | 5 | 5 | 0.77% | 1.70% | 2.68% | Q3 2020 | Q3 2021 | 5 |
MANAGED ASSET PORTFOLIOS, LLC | 5 | 5 | 0.28% | 0.71% | 1.31% | Q3 2020 | Q3 2021 | 5 |
Bridgefront Capital, LLC | 5 | 5 | 0.23% | 0.44% | 0.88% | Q1 2021 | Q1 2022 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.43% | 0.72% | 0.89% | Q2 2020 | Q3 2021 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 5 |
STEPHENS INC /AR/ | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
Lavaca Capital LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2021 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
E Fund Management Co., Ltd. | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2022 | 5 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 5 |
EMFO, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
MEITAV INVESTMENT HOUSE LTD | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 5 |
EMC Capital Management | 5 | 5 | 0.03% | 0.13% | 0.19% | Q1 2022 | Q1 2023 | 5 |
Hitchwood Capital Management LP | 5 | 5 | 0.47% | 1.08% | 1.50% | Q4 2019 | Q4 2020 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 0.16% | 0.25% | 0.45% | Q2 2020 | Q2 2021 | 5 |
Benchmark Financial Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.16% | 0.23% | Q3 2020 | Q2 2021 | 4 |
CRA Financial Services, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.19% | 0.40% | Q2 2019 | Q4 2020 | 4 |
Wellington Shields Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Planning LLC | 4 | 4 | 0.09% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Newlands Management Operations LLC | 4 | 4 | 1.17% | 2.85% | 4.32% | Q4 2022 | Q3 2023 | 4 |
Hudson Canyon Capital Management | 4 | 4 | 0.86% | 1.23% | 1.54% | Q1 2021 | Q4 2021 | 4 |
Contour Asset Management LLC | 3 | 1 | 0.10% | 0.91% | 2.44% | Q1 2020 | Q4 2021 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.47% | 0.61% | 0.67% | Q4 2020 | Q3 2021 | 4 |
SQN Investors LP | 4 | 4 | 2.81% | 4.96% | 7.90% | Q2 2020 | Q1 2021 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
One River Asset Management, LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q4 2022 | Q1 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.03% | 0.13% | 0.34% | Q4 2021 | Q2 2023 | 4 |
Perpetual Ltd | 4 | 4 | 0.14% | 0.55% | 0.82% | Q4 2019 | Q3 2020 | 4 |
Holocene Advisors, LP | 2 | 1 | 0.02% | 0.13% | 0.38% | Q4 2019 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.03% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 4 |
MIZUHO MARKETS AMERICAS LLC | 3 | 1 | 0.46% | 0.65% | 0.85% | Q3 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.06% | 0.43% | 1.06% | Q1 2020 | Q2 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q1 2023 | 4 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.04% | 0.06% | 0.12% | Q3 2020 | Q2 2021 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2020 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FRIESS ASSOCIATES LLC | 2 | 1 | 0.18% | 0.58% | 1.06% | Q2 2019 | Q3 2020 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.01% | 0.10% | 0.16% | Q1 2020 | Q2 2021 | 4 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Beaumont Asset Management, L.L.C. | 4 | 4 | 0.29% | 0.35% | 0.46% | Q2 2020 | Q1 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WC Walker & Associates, Inc. | 4 | 4 | 0.80% | 1.00% | 1.15% | Q4 2020 | Q3 2021 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.38% | 0.88% | 1.98% | Q3 2020 | Q3 2021 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
DE BURLO GROUP INC | 4 | 4 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Wealth Architects, LLC | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q2 2021 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
SRS Investment Management, LLC | 2 | 2 | 0.71% | 0.80% | 0.87% | Q2 2019 | Q2 2021 | 4 |
Menard Financial Group LLC | 4 | 4 | 0.20% | 0.27% | 0.30% | Q3 2020 | Q2 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.08% | 0.12% | Q2 2020 | Q1 2021 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.04% | 0.11% | 0.18% | Q1 2020 | Q4 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cottage Street Advisors LLC | 3 | 1 | 0.43% | 0.62% | 0.81% | Q3 2020 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.11% | 0.33% | Q2 2023 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.07% | 0.12% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Sturgeon Ventures LLP | 4 | 4 | 0.25% | 0.54% | 0.65% | Q4 2020 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Sitrin Capital Management LLC | 4 | 4 | 2.09% | 3.11% | 4.19% | Q1 2020 | Q4 2020 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.33% | 0.81% | Q4 2020 | Q4 2022 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.08% | 0.20% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 3 | 1 | 0.67% | 0.79% | 0.88% | Q2 2022 | Q3 2023 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.02% | 0.25% | 0.48% | Q1 2021 | Q4 2021 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.20% | 0.24% | 0.34% | Q3 2020 | Q2 2021 | 4 |
FORA Capital, LLC | 3 | 1 | 0.15% | 0.82% | 1.69% | Q4 2020 | Q1 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2021 | 4 |
Dakota Wealth Management | 4 | 4 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q2 2021 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.32% | 0.41% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Cavalry Management Group, LLC | 2 | 2 | 2.54% | 3.60% | 4.76% | Q2 2019 | Q2 2022 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
CLEAR STREET LLC | 2 | 1 | 0.20% | 0.95% | 2.63% | Q4 2021 | Q2 2023 | 4 |
AXS Investments LLC | 2 | 2 | 0.43% | 1.05% | 1.55% | Q1 2021 | Q1 2022 | 4 |
Heritage Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.08% | 0.15% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Oder Investment Management, LLC | 4 | 4 | 0.02% | 0.40% | 0.60% | Q4 2020 | Q3 2021 | 4 |
Riggs Asset Managment Co. Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BERYLSON CAPITAL PARTNERS, LLC | 3 | 1 | 1.68% | 3.00% | 5.64% | Q2 2020 | Q2 2023 | 4 |
Sculptor Capital LP | 2 | 2 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2019 | 4 |
Alpha Family Trust | 4 | 4 | 1.47% | 2.90% | 3.72% | Q4 2020 | Q3 2021 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Night Owl Capital Management, LLC | 4 | 4 | 1.30% | 1.53% | 1.94% | Q3 2020 | Q2 2021 | 4 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Salesforce, Inc. | 4 | 4 | 42.34% | 60.13% | 87.43% | Q2 2019 | Q1 2020 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.04% | 0.12% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Polianta Ltd | 3 | 1 | 0.44% | 0.61% | 0.70% | Q3 2020 | Q2 2023 | 4 |
Filbrandt Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.08% | 0.14% | 0.20% | Q1 2020 | Q3 2021 | 4 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2021 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 4 |
Valmark Advisers, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.37% | 0.64% | Q1 2020 | Q1 2021 | 4 |
WMS Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2021 | 4 |
Echo Wealth Management, LLC | 4 | 4 | 0.37% | 0.52% | 0.62% | Q4 2020 | Q3 2021 | 4 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2021 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Realta Investment Advisors | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2020 | 4 |
Kercheville Advisors, LLC | 4 | 4 | 0.27% | 0.37% | 0.43% | Q4 2020 | Q3 2021 | 4 |
Skye Global Management LP | 4 | 4 | 0.05% | 0.80% | 2.10% | Q4 2020 | Q3 2021 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q2 2022 | 4 |
BURNEY CO/ | 4 | 4 | 0.01% | 0.13% | 0.28% | Q3 2022 | Q2 2023 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 4 |
AnglePoint Asset Management Ltd | 4 | 4 | 1.41% | 3.96% | 6.84% | Q4 2021 | Q3 2022 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.24% | 0.34% | 0.46% | Q3 2021 | Q2 2022 | 4 |
Apollon Wealth Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q2 2021 | 4 |
Rossmore Private Capital | 4 | 4 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q2 2021 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.06% | 0.26% | 0.54% | Q4 2019 | Q2 2023 | 4 |
YALE UNIVERSITY | 3 | 1 | 3.48% | 24.61% | 70.47% | Q4 2019 | Q4 2020 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2020 | 4 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 4 | 4 | 0.24% | 0.48% | 0.83% | Q4 2021 | Q3 2022 | 4 |
First Trust Direct Indexing L.P. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Octahedron Capital Management L.P. | 4 | 4 | 0.32% | 1.04% | 3.04% | Q4 2021 | Q3 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Tuttle Capital Management, LLC | 3 | 1 | 0.10% | 0.17% | 0.29% | Q2 2020 | Q2 2021 | 4 |
Olympiad Research LP | 2 | 1 | 0.11% | 0.22% | 0.30% | Q3 2020 | Q2 2023 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 4 | 0.09% | 0.21% | 0.31% | Q2 2020 | Q1 2021 | 4 |
Enlightenment Research, LLC | 2 | 2 | 0.65% | 3.11% | 6.24% | Q2 2020 | Q2 2022 | 4 |
Fulcrum Asset Management LLP | 4 | 4 | 0.12% | 0.19% | 0.30% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nantahala Capital Management | 4 | 4 | 0.44% | 0.56% | 0.66% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 3 | 1 | 0.00% | 0.08% | 0.15% | Q2 2021 | Q2 2022 | 4 |
Level Financial Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
HOURGLASS CAPITAL, LLC | 3 | 3 | 0.28% | 0.41% | 0.54% | Q2 2022 | Q4 2022 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
Varma Mutual Pension Insurance Co | 3 | 3 | 0.16% | 0.19% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 2 | 1 | 0.08% | 0.56% | 1.52% | Q3 2020 | Q2 2021 | 3 |
Aperio Group, LLC | 3 | 3 | 0.01% | 0.07% | 0.11% | Q2 2020 | Q4 2020 | 3 |
BP PLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.29% | 0.49% | 0.69% | Q1 2021 | Q3 2021 | 3 |
Smith, Graham & Co., Investment Advisors, LP | 3 | 3 | 0.48% | 0.49% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Duquesne Family Office | 2 | 1 | 0.12% | 0.44% | 1.00% | Q3 2019 | Q3 2021 | 3 |
Smith Anglin Financial, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
L2 Asset Management, LLC | 3 | 3 | 6.10% | 7.45% | 10.07% | Q2 2020 | Q4 2020 | 3 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.09% | 0.18% | Q2 2019 | Q1 2021 | 3 |
Teilinger Capital Ltd. | 2 | 2 | 0.03% | 0.96% | 2.66% | Q1 2022 | Q2 2022 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
ClearBridge Investments | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.38% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Geneva Partners, LLC | 3 | 3 | 0.25% | 0.30% | 0.38% | Q1 2020 | Q3 2020 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.13% | 0.30% | Q3 2020 | Q4 2022 | 3 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARK ASSET MANAGEMENT LP | 3 | 3 | 0.84% | 1.60% | 2.28% | Q1 2020 | Q3 2020 | 3 |
Oribel Capital Management, LP | 2 | 1 | 0.14% | 0.50% | 0.99% | Q3 2021 | Q4 2022 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.72% | 2.07% | 3.66% | Q1 2020 | Q3 2020 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.12% | 0.23% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Aristotle Atlantic Partners, LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q1 2020 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.16% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
D L CARLSON INVESTMENT GROUP INC | 2 | 1 | 0.68% | 0.79% | 0.89% | Q1 2020 | Q3 2021 | 3 |
WEBSTER BANK, N. A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Insight Folios Inc | 3 | 3 | 0.10% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 1.97% | 2.22% | 2.54% | Q1 2023 | Q3 2023 | 3 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Private Capital Advisors, Inc. | 2 | 1 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q1 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.29% | 0.35% | 0.39% | Q4 2020 | Q2 2021 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 14.09% | 16.50% | 18.14% | Q2 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
First National Bank of South Miami | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.16% | 0.29% | Q2 2020 | Q2 2023 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.29% | 0.32% | 0.37% | Q1 2020 | Q3 2020 | 3 |
SOMA EQUITY PARTNERS LP | 3 | 3 | 3.87% | 4.72% | 5.72% | Q1 2021 | Q3 2021 | 3 |
Human Investing LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Brookfield Asset Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 3 |
Anson Funds Management LP | 2 | 1 | 0.17% | 1.72% | 2.90% | Q3 2020 | Q4 2022 | 3 |
Weaver Consulting Group | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Atom Investors LP | 2 | 1 | 0.09% | 0.24% | 0.51% | Q2 2019 | Q2 2022 | 3 |
GM Advisory Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
BFSG, LLC | 3 | 3 | 0.12% | 0.16% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Evolutionary Tree Capital Management, LLC | 3 | 3 | 1.15% | 1.25% | 1.37% | Q2 2021 | Q4 2021 | 3 |
Cordatus Wealth Management LLC | 1 | 1 | 0.12% | 0.60% | 1.17% | Q1 2020 | Q1 2021 | 3 |
Jackson Square Partners, LLC | 3 | 3 | 1.00% | 1.31% | 1.51% | Q1 2021 | Q3 2021 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.74% | 0.96% | 1.25% | Q2 2022 | Q4 2022 | 3 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.20% | 0.49% | 0.87% | Q1 2020 | Q3 2020 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TCW GROUP INC | 2 | 1 | 0.03% | 0.08% | 0.18% | Q2 2019 | Q3 2020 | 3 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.20% | 0.24% | 0.27% | Q1 2020 | Q3 2020 | 3 |
Byrne Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Parkwood LLC | 3 | 3 | 0.12% | 0.62% | 1.18% | Q2 2020 | Q4 2020 | 3 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.30% | 0.82% | 1.66% | Q4 2021 | Q2 2022 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.09% | 0.10% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TLWM | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Cannell & Co. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.08% | 0.14% | 0.25% | Q4 2020 | Q1 2021 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sylebra Capital Ltd | 2 | 1 | 0.49% | 0.89% | 1.48% | Q3 2020 | Q3 2021 | 3 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.14% | 0.27% | Q1 2022 | Q1 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Trivest Advisors Ltd | 2 | 1 | 0.02% | 6.40% | 9.93% | Q1 2020 | Q2 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2020 | 3 |
Grove Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Natixis Investment Managers International | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Greenwoods Asset Management Ltd | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Franchise Capital Ltd | 2 | 1 | 0.83% | 1.57% | 3.01% | Q1 2021 | Q2 2022 | 3 |
CARILLON TOWER ADVISERS, INC. | 3 | 3 | 0.01% | 0.11% | 0.16% | Q2 2020 | Q4 2020 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Perpetual Investment Management Ltd | 3 | 3 | 0.16% | 0.30% | 0.45% | Q4 2020 | Q2 2021 | 3 |
IPG Investment Advisors LLC | 1 | 1 | 0.06% | 0.15% | 0.29% | Q3 2020 | Q2 2022 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.35% | 0.51% | 0.80% | Q3 2020 | Q1 2021 | 3 |
Legacy Capital Partners, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 3 |
Fund Management at Engine No. 1 LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Carmignac Gestion | 1 | 1 | 0.05% | 0.17% | 0.36% | Q2 2019 | Q2 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.05% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Maytus Capital Management, LLC | 1 | 1 | 0.89% | 1.33% | 1.77% | Q1 2020 | Q2 2022 | 3 |
Zuckerman Investment Group, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q2 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.14% | 0.42% | Q4 2020 | Q1 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
TB Alternative Assets Ltd. | 3 | 3 | 0.93% | 1.62% | 2.05% | Q3 2022 | Q1 2023 | 3 |
Alta Park Capital, LP | 3 | 3 | 0.81% | 1.49% | 1.87% | Q2 2019 | Q4 2019 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q1 2021 | Q3 2021 | 3 |
SHEN NEIL NANPENG | 3 | 3 | 1.92% | 5.11% | 7.38% | Q1 2020 | Q3 2020 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.29% | 0.35% | 0.40% | Q1 2022 | Q3 2022 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Garde Capital, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.07% | 0.31% | 0.78% | Q1 2020 | Q3 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
South Shore Capital Advisors | 3 | 3 | 0.46% | 0.72% | 1.06% | Q4 2020 | Q2 2021 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.29% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Paul John Balson | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q4 2020 | 3 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.03% | 0.64% | 1.00% | Q4 2020 | Q1 2022 | 3 |
Connective Portfolio Management, LLC | 1 | 1 | 0.76% | 1.71% | 3.52% | Q4 2021 | Q3 2023 | 3 |
CastleKnight Management LP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.02% | 0.05% | 0.12% | Q1 2021 | Q3 2021 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.21% | 0.27% | 0.33% | Q1 2021 | Q3 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.01% | 0.09% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q4 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.12% | 0.19% | 0.27% | Q1 2023 | Q3 2023 | 3 |
JS Capital Management LLC | 2 | 1 | 0.02% | 0.35% | 0.56% | Q4 2020 | Q3 2021 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q4 2020 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Gruss & Co., LLC | 3 | 3 | 0.06% | 0.94% | 1.46% | Q2 2020 | Q4 2020 | 3 |
HARTLINE INVESTMENT CORP/ | 3 | 3 | 0.25% | 1.45% | 3.36% | Q3 2019 | Q1 2020 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
COLONY GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 3 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2022 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.37% | 0.66% | 0.94% | Q1 2020 | Q2 2020 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Kayak Investment Partners LLC | 1 | 1 | 0.56% | 1.80% | 3.03% | Q1 2020 | Q3 2021 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Coastwise Capital Group, LLC | 2 | 2 | 0.30% | 0.32% | 0.33% | Q1 2022 | Q2 2022 | 2 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 1.45% | 1.54% | 1.62% | Q1 2020 | Q2 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Soros Fund Management | 1 | 1 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q2 2020 | 2 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 2 | 0.32% | 0.38% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q3 2019 | Q1 2020 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.06% | 1.22% | 2.36% | Q1 2020 | Q2 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.57% | 0.80% | 1.03% | Q4 2020 | Q1 2021 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 2 |
GQG Partners LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q1 2020 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q1 2022 | 2 |
Tatro Capital, LLC | 2 | 2 | 0.19% | 0.30% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 1.12% | 1.44% | 1.75% | Q3 2020 | Q4 2021 | 2 |
Whetstone Capital Advisors, LLC | 2 | 2 | 2.38% | 2.70% | 3.02% | Q1 2021 | Q2 2021 | 2 |
GenTrust, LLC | 2 | 2 | 0.59% | 0.73% | 0.86% | Q3 2020 | Q4 2020 | 2 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Islet Management, LP | 1 | 1 | 0.42% | 0.63% | 0.85% | Q3 2021 | Q3 2021 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.23% | 0.37% | 0.50% | Q3 2019 | Q4 2019 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2021 | 2 |
AM Squared Ltd | 1 | 1 | 0.04% | 0.18% | 0.32% | Q1 2023 | Q3 2023 | 2 |
CAT ROCK CAPITAL MANAGEMENT LP | 1 | 1 | 4.08% | 4.14% | 4.21% | Q2 2020 | Q1 2022 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q2 2022 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.12% | 0.32% | 0.52% | Q2 2020 | Q3 2020 | 2 |
SCOUT INVESTMENTS, INC. | 2 | 2 | 0.27% | 0.47% | 0.67% | Q2 2020 | Q3 2020 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.56% | 0.68% | 0.80% | Q1 2020 | Q2 2020 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.21% | 0.35% | Q1 2020 | Q1 2022 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q4 2020 | 2 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.13% | 0.15% | 0.16% | Q3 2019 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
black-and-white Capital LP | 2 | 2 | 1.24% | 1.59% | 1.93% | Q1 2021 | Q2 2021 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.37% | 0.40% | 0.44% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q3 2023 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Qtron Investments LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Gainplan LLC | 1 | 1 | 0.11% | 0.16% | 0.22% | Q4 2019 | Q1 2021 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2023 | Q2 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 3.10% | 6.13% | Q3 2020 | Q1 2021 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.55% | 1.06% | Q4 2019 | Q2 2020 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.25% | 0.62% | 0.99% | Q1 2020 | Q2 2021 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.04% | 0.16% | 0.28% | Q4 2021 | Q4 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 2 |
Newton One Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.08% | 0.20% | 0.32% | Q3 2020 | Q1 2021 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 1.00% | 4.67% | 8.34% | Q3 2019 | Q3 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.14% | 0.20% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q4 2021 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.43% | 1.74% | 3.05% | Q4 2020 | Q1 2021 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 8.42% | 23.01% | 37.59% | Q1 2020 | Q2 2020 | 2 |
Capital International Investors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2020 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.57% | 0.71% | 0.84% | Q3 2021 | Q2 2022 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q1 2021 | 2 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.43% | 0.45% | 0.48% | Q1 2020 | Q3 2020 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.10% | 0.29% | 0.48% | Q3 2020 | Q4 2020 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 0.06% | 0.12% | 0.18% | Q3 2021 | Q4 2021 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Capital Markets Trading UK LLP | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 2 |
Pendal Group Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.45% | 0.55% | 0.64% | Q4 2021 | Q1 2022 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q4 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SP Asset Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
RB Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Family Management Corp | 2 | 2 | 0.10% | 0.17% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 0.86% | 1.92% | 2.97% | Q2 2020 | Q3 2020 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q4 2021 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2022 | Q2 2022 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q2 2021 | 2 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.47% | 0.54% | 0.61% | Q1 2020 | Q4 2020 | 2 |
Ergoteles LLC | 1 | 1 | 0.51% | 0.75% | 1.00% | Q4 2020 | Q1 2022 | 2 |
Corton Capital Inc. | 1 | 1 | 0.21% | 0.28% | 0.36% | Q1 2022 | Q3 2023 | 2 |
Jeneq Management LP | 1 | 1 | 0.11% | 2.74% | 5.38% | Q3 2021 | Q1 2022 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 3.32% | 3.40% | 3.49% | Q2 2023 | Q3 2023 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.55% | 5.15% | 5.74% | Q1 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2020 | Q3 2020 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Broadleaf Partners, LLC | 2 | 2 | 0.90% | 1.08% | 1.26% | Q2 2019 | Q3 2019 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
JDC-JSC L.P. | 2 | 2 | 0.68% | 0.77% | 0.87% | Q2 2020 | Q3 2020 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q4 2020 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q2 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Lee Financial Co | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Summit Global Investments | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q2 2021 | 2 |
Lauer Wealth, LLC | 2 | 2 | 0.59% | 0.60% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Good Life Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.40% | 0.45% | 0.51% | Q1 2021 | Q2 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
New Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.03% | 0.22% | 0.42% | Q3 2019 | Q2 2020 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 2 |
GFS Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 2 |
Shannon River Fund Management LLC | 1 | 1 | 0.78% | 0.84% | 0.91% | Q1 2020 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.07% | 1.87% | 3.67% | Q3 2021 | Q3 2021 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Polar Capital LLP | 2 | 2 | 0.59% | 0.65% | 0.72% | Q2 2020 | Q3 2020 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.37% | 0.87% | 1.36% | Q2 2019 | Q1 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.16% | 0.29% | Q3 2020 | Q3 2023 | 2 |
PFS Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.33% | 0.51% | 0.69% | Q4 2020 | Q1 2021 | 2 |
Wildcat Capital Management, LLC | 2 | 2 | 14.26% | 18.31% | 22.37% | Q4 2019 | Q1 2020 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
MANA Advisors LLC | 1 | 1 | 0.81% | 0.96% | 1.11% | Q2 2019 | Q2 2020 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 2 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Woodson Capital Management, LP | 2 | 2 | 1.78% | 2.32% | 2.86% | Q4 2022 | Q1 2023 | 2 |
Ratan Capital Management LP | 2 | 2 | 2.07% | 2.34% | 2.60% | Q2 2019 | Q3 2019 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q3 2020 | Q1 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
STF Management LP | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2020 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.02% | 0.29% | 0.56% | Q4 2021 | Q1 2022 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
HERSHEY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.26% | 0.33% | 0.40% | Q1 2020 | Q2 2020 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.35% | 0.89% | 1.42% | Q4 2020 | Q2 2022 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 2 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Atlas Principals, LLC | 1 | 1 | 0.63% | 3.37% | 6.11% | Q4 2020 | Q1 2022 | 2 |
Allred Capital Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
KWB Wealth | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.17% | 0.29% | 0.41% | Q3 2020 | Q4 2020 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Tyers Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.85% | 0.95% | 1.06% | Q4 2020 | Q1 2021 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.47% | 6.62% | 11.78% | Q2 2021 | Q2 2022 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q1 2020 | Q2 2020 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.25% | 0.37% | 0.49% | Q2 2020 | Q3 2020 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.77% | 1.03% | 1.29% | Q2 2021 | Q2 2022 | 2 |
Force Hill Capital Management LP | 2 | 2 | 1.86% | 2.19% | 2.51% | Q1 2021 | Q2 2021 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
G&S Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.48% | 0.59% | 0.70% | Q3 2020 | Q4 2020 | 2 |
Titus Wealth Management | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2021 | Q3 2021 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.32% | 0.35% | 0.38% | Q3 2019 | Q1 2021 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q2 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Oak Thistle LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Castle Hook Partners LP | 2 | 2 | 1.47% | 3.40% | 5.32% | Q1 2021 | Q2 2021 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2023 | Q4 2023 | 2 |
Miura Global Management | 2 | 2 | 1.34% | 1.57% | 1.80% | Q2 2019 | Q3 2019 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.16% | 0.41% | 0.66% | Q1 2021 | Q3 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 10.10% | 10.10% | 10.10% | Q4 2020 | Q4 2020 | 1 |
Gemsstock Ltd. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2020 | Q1 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NIGHTVIEW CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Third Point | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2021 | Q2 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Invictus RG | 1 | 1 | 5.69% | 5.69% | 5.69% | Q1 2020 | Q1 2020 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
UDINE WEALTH MANAGEMENT, INC. | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2022 | Q2 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 7.20% | 7.20% | 7.20% | Q4 2020 | Q4 2020 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Flat Footed LLC | 1 | 1 | 11.69% | 11.69% | 11.69% | Q4 2021 | Q4 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Corbin Capital Partners, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
6elm Capital LP | 1 | 1 | 4.77% | 4.77% | 4.77% | Q3 2021 | Q3 2021 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2021 | Q4 2021 | 1 |
SB Management Ltd | 1 | 1 | 12.48% | 12.48% | 12.48% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Atreides Management, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2021 | Q2 2021 | 1 |
Lead Edge Capital Management, LLC | 1 | 1 | 37.31% | 37.31% | 37.31% | Q4 2019 | Q4 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2023 | Q2 2023 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2020 | Q3 2020 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Brown University | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2019 | Q4 2019 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2020 | Q3 2020 | 1 |
AKUNA SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Terra Nova Asset Management LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2020 | Q4 2020 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2020 | Q2 2020 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2021 | Q2 2021 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2021 | Q3 2021 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2021 | Q3 2021 | 1 |
BRANDYWINE MANAGERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Arnhold LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 2.34% | 2.34% | 2.34% | Q2 2019 | Q2 2019 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Alight Capital Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Dragoneer Investment Group | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Yiheng Capital Management, L.P. | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2020 | Q1 2020 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2020 | Q3 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2019 | Q2 2019 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.79% | 3.79% | 3.79% | Q2 2023 | Q2 2023 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FISHMAN JAY A LTD/MI | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Scion Asset Management | 1 | 1 | 6.90% | 6.90% | 6.90% | Q1 2023 | Q1 2023 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2022 | Q1 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
NTB Financial Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Personal Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 2.35% | 2.35% | 2.35% | Q2 2020 | Q2 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2020 | Q1 2020 | 1 |
OBERNDORF WILLIAM E | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2019 | Q2 2019 | 1 |
Interval Partners, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Lone Pine Capital | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2020 | Q2 2020 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Archon Capital Management LLC | 1 | 1 | 5.04% | 5.04% | 5.04% | Q3 2023 | Q3 2023 | 1 |
GVO Asset Management Ltd | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2020 | Q2 2020 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 4.79% | 4.79% | 4.79% | Q2 2021 | Q2 2021 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Vanderbilt University | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2020 | Q4 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2020 | Q2 2020 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2021 | Q3 2021 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Ulysses Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Savoie Capital LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
DUMAC, INC. | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PITCAIRN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
DOHENY ASSET MANAGEMENT /CA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 1 | 1 | 26.96% | 26.96% | 26.96% | Q4 2020 | Q4 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q2 2023 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2019 | Q4 2019 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
WT Asset Management Ltd | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2020 | Q1 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Saban Cheryl | 1 | 1 | 8.47% | 8.47% | 8.47% | Q3 2021 | Q3 2021 | 1 |
Potrero Capital Research LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2021 | Q3 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ledyard National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Newfound Research LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
COWA, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2022 | Q3 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rinet Co LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
No Street GP LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2020 | Q1 2020 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TIG Advisors, LLC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q3 2021 | Q3 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Southern Farm Bureau Life Insurance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Center Lake Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Signition LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Codex Capital, L.L.C. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2021 | Q3 2021 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2022 | Q2 2022 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Fosun International Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Columbia Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 19.84% | 19.84% | 19.84% | Q4 2020 | Q4 2020 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mass Ave Global Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2019 | Q3 2019 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Hel Ved Capital Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
SoftBank Group | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2021 | Q4 2021 | 1 |
Chanos & Co LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Joule Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
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This page lists all the filers that currently own ZOOM VIDEO COMMUNICATIONS IN or have owned ZOOM VIDEO COMMUNICATIONS IN in the past.