Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 75 |
Citadel Advisors | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 67 |
WOLVERINE TRADING, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 59 |
Cutler Group LLC / CA | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 59 |
CITIGROUP INC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 51 |
D. E. Shaw & Co., Inc. | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 49 |
Walleye Trading LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 48 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 16 | 6 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 43 |
HAP Trading, LLC | 19 | 2 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 27 | 27 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 37 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 2 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 35 |
CLOUGH CAPITAL PARTNERS L P | 27 | 27 | 0.32% | 1.35% | 2.89% | Q4 2016 | Q2 2023 | 34 |
PEAK6 Investments LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 33 |
BARCLAYS PLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 32 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 29 |
ARK Investment Management | 24 | 1 | 0.00% | 2.20% | 5.12% | Q2 2017 | Q3 2023 | 29 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
FRANKLIN RESOURCES INC | 28 | 28 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
NEA Management Company, LLC | 28 | 28 | 1.88% | 4.71% | 10.56% | Q4 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
VANGUARD GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 13 | 3 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Capital Investment Advisory Services, LLC | 25 | 25 | 0.12% | 0.28% | 0.53% | Q3 2017 | Q3 2023 | 25 |
BlackRock Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
BLAIR WILLIAM & CO/IL | 23 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
TWO SIGMA INVESTMENTS, LP | 24 | 24 | 0.00% | 0.06% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Caption Management, LLC | 5 | 2 | 0.01% | 0.08% | 0.32% | Q2 2018 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 24 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
CAPITAL ADVISORS INC/OK | 24 | 24 | 0.15% | 0.29% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Ipswich Investment Management Co., Inc. | 24 | 24 | 0.28% | 0.69% | 1.54% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
ProShare Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Intellectus Partners, LLC | 16 | 3 | 0.00% | 0.16% | 0.41% | Q4 2016 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 21 | 2 | 0.02% | 0.24% | 1.09% | Q4 2017 | Q3 2023 | 23 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Versant Venture Management, LLC | 23 | 23 | 12.03% | 46.23% | 77.19% | Q1 2018 | Q3 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Creative Planning | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BOSTON FAMILY OFFICE LLC | 23 | 23 | 0.03% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Allianz Asset Management GmbH | 12 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Daiwa Securities Group Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Swiss National Bank | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Granahan Investment Management | 22 | 22 | 0.06% | 0.15% | 0.39% | Q2 2017 | Q3 2022 | 22 |
WS MANAGEMENT LLLP | 22 | 22 | 0.05% | 0.13% | 0.32% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Tekla Capital Management LLC | 22 | 22 | 0.05% | 0.27% | 0.85% | Q1 2018 | Q2 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 14 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Lee Financial Co | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.06% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Nikko Asset Management Americas, Inc. | 21 | 21 | 0.00% | 2.13% | 3.54% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Capital International Investors | 21 | 21 | 0.00% | 0.07% | 0.31% | Q3 2018 | Q3 2023 | 21 |
ARMISTICE CAPITAL, LLC | 17 | 1 | 0.16% | 0.63% | 1.24% | Q2 2018 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Jasper Ridge Partners, L.P. | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 3 | 0.00% | 0.31% | 0.64% | Q4 2017 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 20 |
Valiant Capital Management, L.P. | 20 | 20 | 0.61% | 1.73% | 3.74% | Q3 2018 | Q2 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 19 |
SHELTON CAPITAL MANAGEMENT | 19 | 19 | 0.02% | 0.22% | 0.54% | Q2 2018 | Q4 2022 | 19 |
Cetera Advisor Networks LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Slow Capital, Inc. | 19 | 19 | 0.19% | 0.44% | 0.67% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Jupiter Wealth Management LLC | 19 | 19 | 0.26% | 0.52% | 1.22% | Q1 2019 | Q3 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.51% | 1.25% | Q1 2019 | Q3 2023 | 19 |
Draper Asset Management, LLC | 12 | 12 | 0.00% | 0.34% | 0.80% | Q4 2020 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Tradewinds Capital Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 16 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 4 | 0.08% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 18 |
Walleye Capital LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Bellevue Group AG | 18 | 18 | 0.49% | 0.87% | 1.60% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
GROUP ONE TRADING, L.P. | 12 | 5 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 17 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 12 | 2 | 0.00% | 0.00% | 0.04% | Q3 2017 | Q3 2023 | 17 |
TOTH FINANCIAL ADVISORY CORP | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.15% | 0.38% | Q4 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Vident Investment Advisory, LLC | 17 | 17 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q2 2023 | 17 |
Carnegie Capital Asset Management, LLC | 15 | 2 | 0.04% | 0.29% | 0.72% | Q2 2019 | Q3 2023 | 17 |
FinTrust Capital Advisors, LLC | 17 | 17 | 0.00% | 0.34% | 1.23% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 17 |
Perigon Wealth Management, LLC | 16 | 1 | 0.02% | 0.06% | 0.10% | Q3 2011 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 15 | 2 | 0.00% | 0.08% | 0.39% | Q1 2018 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HUSSMAN STRATEGIC ADVISORS, INC. | 16 | 16 | 0.08% | 0.22% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Virtus ETF Advisers LLC | 16 | 16 | 0.04% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 16 |
ASSET MANAGEMENT CORP /IL/ /ADV | 11 | 11 | 0.14% | 0.44% | 1.01% | Q3 2020 | Q1 2023 | 16 |
Orbimed Advisors | 9 | 3 | 0.06% | 0.42% | 0.85% | Q4 2016 | Q3 2021 | 16 |
Ikarian Capital, LLC | 8 | 2 | 0.02% | 0.96% | 2.62% | Q4 2019 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.14% | Q2 2019 | Q1 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Pflug Koory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Abingworth LLP | 16 | 16 | 4.64% | 28.27% | 53.59% | Q4 2016 | Q3 2020 | 16 |
KBC Group NV | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
IMA Wealth, Inc. | 15 | 15 | 0.28% | 0.57% | 1.02% | Q1 2020 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DUBUQUE BANK & TRUST CO | 9 | 6 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2021 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
GLENMEDE TRUST CO NA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
NORGES BANK | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
SG3 Management, LLC | 5 | 1 | 0.00% | 0.20% | 0.77% | Q2 2020 | Q4 2022 | 14 |
AMERICAN CENTURY COMPANIES INC | 8 | 6 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BLUESTEIN R H & CO LLC | 14 | 14 | 0.02% | 0.05% | 0.30% | Q2 2019 | Q3 2022 | 14 |
CIBC WORLD MARKET INC. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 14 | 0.07% | 0.35% | 1.13% | Q3 2018 | Q4 2021 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 10 | 4 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
1834 INVESTMENT ADVISORS CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 14 |
RMB Capital Management, LLC | 14 | 14 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 12 | 1 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q1 2023 | 13 |
1492 Capital Management LLC | 8 | 2 | 0.24% | 0.47% | 0.77% | Q3 2018 | Q4 2022 | 13 |
Capital International, Inc./CA/ | 13 | 13 | 0.02% | 0.07% | 0.17% | Q3 2020 | Q3 2023 | 13 |
HC Advisors, LLC | 13 | 13 | 0.13% | 0.47% | 2.43% | Q2 2020 | Q2 2023 | 13 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q2 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
CAPITAL INTERNATIONAL LTD /CA/ | 13 | 13 | 0.16% | 0.30% | 0.62% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.04% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Capital International Sarl | 13 | 13 | 0.04% | 0.13% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Soleus Capital Management, L.P. | 7 | 1 | 0.13% | 0.68% | 2.57% | Q4 2019 | Q2 2023 | 13 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 13 |
DekaBank Deutsche Girozentrale | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 13 |
McGuire Investment Group, LLC | 7 | 6 | 0.04% | 0.19% | 0.60% | Q2 2020 | Q3 2023 | 13 |
Man Group plc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 13 |
Pacifica Partners Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 13 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 7 | 1 | 0.00% | 0.08% | 0.24% | Q2 2018 | Q3 2023 | 13 |
Estabrook Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Thomas J. Herzfeld Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HERSHEY TRUST CO | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.82% | 1.30% | 3.19% | Q4 2020 | Q4 2023 | 13 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Archer Investment Corp | 11 | 1 | 0.00% | 0.06% | 0.20% | Q3 2019 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.02% | 0.17% | Q4 2020 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Vigilant Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sonora Investment Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stevard, LLC | 8 | 4 | 0.20% | 0.45% | 0.99% | Q2 2020 | Q2 2023 | 12 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 6 | 1 | 0.36% | 0.70% | 1.82% | Q4 2019 | Q3 2023 | 12 |
Bedell Frazier Investment Counselling, LLC | 12 | 12 | 0.29% | 0.58% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.07% | 0.19% | Q4 2017 | Q2 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q2 2022 | 12 |
Global Retirement Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.07% | 0.15% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.51% | 0.97% | 2.04% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q2 2023 | 12 |
B & T Capital Management DBA Alpha Capital Management | 12 | 12 | 0.20% | 0.44% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Casdin Capital, LLC | 8 | 3 | 0.57% | 1.09% | 1.81% | Q1 2018 | Q4 2021 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q4 2022 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Reynders McVeigh Capital Management, LLC | 7 | 1 | 0.01% | 0.06% | 0.24% | Q3 2020 | Q3 2023 | 11 |
Global Thematic Partners, LLC | 11 | 11 | 0.32% | 0.81% | 1.31% | Q3 2017 | Q1 2020 | 11 |
COURAGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.14% | 0.33% | 0.70% | Q4 2017 | Q4 2021 | 11 |
WADDELL & REED FINANCIAL INC | 11 | 11 | 0.08% | 0.17% | 0.39% | Q3 2018 | Q1 2021 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
IMC-Chicago, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Wealth Quarterback LLC | 6 | 1 | 0.00% | 0.32% | 0.61% | Q1 1987 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.13% | 0.26% | Q1 2021 | Q3 2023 | 11 |
SECTORAL ASSET MANAGEMENT INC | 9 | 2 | 0.02% | 0.13% | 0.77% | Q1 2020 | Q4 2022 | 11 |
Nuveen Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 11 |
FARALLON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.09% | 0.19% | 0.31% | Q4 2017 | Q2 2020 | 11 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Phoenix Wealth Advisors | 6 | 5 | 0.16% | 0.45% | 1.30% | Q4 2020 | Q3 2023 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 11 |
SteelPeak Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Hudson Bay Capital Management LP | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Gemmer Asset Management LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 11 |
NVWM, LLC | 11 | 11 | 0.22% | 0.42% | 0.71% | Q3 2019 | Q1 2022 | 11 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 10 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
HighPoint Advisor Group LLC | 7 | 1 | 0.03% | 0.08% | 0.13% | Q2 2019 | Q2 2022 | 10 |
BRIGHTON JONES LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Aevitas Wealth Management, Inc. | 6 | 4 | 0.07% | 0.33% | 0.64% | Q4 2017 | Q3 2021 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Itau Unibanco Holding S.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LOOMIS SAYLES & CO L P | 10 | 10 | 0.08% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Edge Wealth Management LLC | 10 | 10 | 0.00% | 0.05% | 0.48% | Q3 2019 | Q4 2021 | 10 |
Compagnie Lombard Odier SCmA | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
M&T BANK CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Clearstead Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 10 |
WESTWOOD HOLDINGS GROUP INC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.06% | 0.13% | Q2 2010 | Q3 2023 | 10 |
NIA IMPACT ADVISORS, LLC | 10 | 10 | 0.14% | 1.89% | 3.39% | Q4 2020 | Q1 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 6 | 1 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q2 2022 | 9 |
Cormorant Asset Management, LP | 9 | 9 | 0.23% | 1.50% | 2.70% | Q4 2018 | Q4 2020 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bartlett & Co. LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 9 |
BDO Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 9 |
WEDBUSH SECURITIES INC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 9 |
Interchange Capital Partners, LLC | 4 | 2 | 0.12% | 0.42% | 0.81% | Q4 2020 | Q3 2023 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Knuff & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
PIER 88 INVESTMENT PARTNERS LLC | 9 | 9 | 0.04% | 0.19% | 0.43% | Q4 2019 | Q4 2021 | 9 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 9 | 9 | 0.02% | 0.16% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Rikoon Group, LLC | 9 | 9 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q1 2021 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
MORGENS WATERFALL VINTIADIS & CO INC | 9 | 9 | 0.25% | 0.35% | 0.55% | Q4 2017 | Q4 2019 | 9 |
Blackstone Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BRAVE ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
New Leaf Venture Partners, L.L.C. | 9 | 9 | 3.49% | 6.56% | 14.70% | Q4 2016 | Q4 2018 | 9 |
L & S Advisors Inc | 7 | 2 | 0.06% | 0.15% | 0.24% | Q2 2018 | Q4 2021 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JENNISON ASSOCIATES LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q4 2021 | 9 |
Dynamic Advisor Solutions LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 9 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2021 | 9 |
AXA S.A. | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 9 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.02% | 0.08% | 0.18% | Q4 2018 | Q2 2022 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Spectrum Planning & Advisory Services Inc. | 8 | 1 | 0.25% | 0.44% | 0.75% | Q4 2020 | Q2 2023 | 9 |
Sloy Dahl & Holst, LLC | 7 | 2 | 0.06% | 0.19% | 0.73% | Q1 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q4 2020 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sculptor Capital LP | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.00% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.48% | 0.67% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Moser Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 8 | 8 | 0.00% | 0.03% | 0.14% | Q3 2020 | Q2 2022 | 8 |
Arlington Financial Advisors, LLC | 6 | 1 | 0.09% | 0.14% | 0.19% | Q3 2020 | Q2 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Utah Retirement Systems | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
BSW Wealth Partners | 3 | 1 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q2 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q2 2020 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.05% | 0.31% | Q4 2020 | Q3 2022 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2023 | 8 |
WINTON GROUP Ltd | 5 | 3 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2022 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.12% | 0.29% | Q1 2018 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
West Family Investments, Inc. | 7 | 7 | 0.49% | 0.70% | 0.97% | Q1 2022 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 7 |
D.A. DAVIDSON & CO. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 7 |
Saturna Capital CORP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 7 |
Resolute Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
EFG Asset Management (North America) Corp. | 7 | 7 | 0.72% | 0.94% | 1.28% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.10% | 0.23% | Q2 2020 | Q4 2022 | 7 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.08% | 0.23% | Q1 2021 | Q3 2023 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.02% | 0.12% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q4 2023 | 7 |
PROFUND ADVISORS LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Magnetar Financial LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.13% | 0.17% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Artal Group S.A. | 7 | 7 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q2 2019 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DOLIVER ADVISORS, LP | 7 | 7 | 0.07% | 0.12% | 0.16% | Q1 2021 | Q3 2022 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.25% | 0.63% | 1.18% | Q2 2020 | Q4 2021 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2021 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.04% | 0.15% | Q4 2018 | Q2 2023 | 7 |
ALBION FINANCIAL GROUP /UT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
BTC Capital Management, Inc. | 3 | 2 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 7 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.12% | Q3 2021 | Q3 2023 | 7 |
STRS OHIO | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
NumerixS Investment Technologies Inc | 7 | 7 | 0.01% | 0.08% | 0.33% | Q3 2018 | Q1 2020 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 2 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Derbend Asset Management | 6 | 1 | 0.16% | 0.82% | 1.88% | Q2 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Traynor Capital Management, Inc. | 5 | 2 | 0.05% | 0.15% | 0.40% | Q2 2019 | Q3 2021 | 7 |
Rokos Capital Management LLP | 7 | 7 | 0.03% | 0.16% | 0.29% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.08% | 0.22% | Q1 2021 | Q3 2022 | 7 |
G&S Capital LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mizuho Securities Co. Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Pacific Center for Financial Services | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HHR Asset Management, LLC | 7 | 7 | 0.23% | 0.33% | 0.46% | Q2 2019 | Q4 2020 | 7 |
Spouting Rock Asset Management, LLC | 7 | 7 | 0.14% | 0.53% | 1.08% | Q1 2022 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q4 2022 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
EcoR1 Capital, LLC | 4 | 1 | 0.14% | 3.20% | 7.66% | Q3 2018 | Q4 2021 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 6 | 0.22% | 0.49% | 0.94% | Q4 2021 | Q1 2023 | 6 |
Old North State Trust, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
Nicholas Investment Partners, LP | 3 | 3 | 0.03% | 0.22% | 0.36% | Q1 2018 | Q4 2019 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2022 | 6 |
E Fund Management Co., Ltd. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2022 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2021 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2021 | 6 |
Level Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 6 |
Capital Advisory Group Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 6 |
Novo Holdings A/S | 6 | 6 | 0.43% | 0.65% | 1.28% | Q4 2016 | Q1 2018 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q1 2023 | 6 |
COLUMBUS CIRCLE INVESTORS | 5 | 1 | 0.06% | 0.34% | 0.61% | Q2 2018 | Q4 2020 | 6 |
Amundi | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Korea Investment CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Clearwater Capital Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 6 |
COUNTRY TRUST BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 6 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 6 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 6 |
Integral Health Asset Management, LLC | 3 | 3 | 0.70% | 1.51% | 2.79% | Q1 2022 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Windsor Creek Advisors, LLC | 3 | 3 | 0.08% | 0.18% | 0.37% | Q4 2019 | Q2 2021 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q3 2021 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.13% | 0.27% | 0.45% | Q2 2020 | Q2 2021 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.26% | 0.45% | 0.63% | Q3 2020 | Q3 2021 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
THOMPSON DAVIS & CO., INC. | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2018 | 5 |
Baillie Gifford | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q1 2022 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.15% | 0.36% | Q4 2019 | Q1 2021 | 5 |
Pier Capital, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Baystate Wealth Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 5 | 0.04% | 0.24% | 0.67% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 0.08% | 0.13% | 0.18% | Q3 2020 | Q3 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 5 | 0.03% | 0.48% | 1.05% | Q4 2020 | Q4 2021 | 5 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 5 |
Kercheville Advisors, LLC | 5 | 5 | 0.17% | 0.34% | 0.46% | Q4 2020 | Q4 2021 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.14% | 0.47% | 1.25% | Q3 2020 | Q3 2021 | 5 |
Koss-Olinger Consulting, LLC | 3 | 2 | 0.12% | 0.19% | 0.30% | Q1 2021 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.18% | 0.50% | 0.89% | Q3 2020 | Q4 2021 | 5 |
Vivo Capital, LLC | 5 | 5 | 0.50% | 0.72% | 0.99% | Q4 2016 | Q4 2017 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.04% | 0.13% | 0.28% | Q1 2021 | Q2 2022 | 5 |
Vivaldi Capital Management LP | 3 | 2 | 0.04% | 0.10% | 0.24% | Q2 2018 | Q2 2021 | 5 |
Capital Impact Advisors, LLC | 2 | 1 | 0.02% | 1.02% | 2.37% | Q3 2020 | Q2 2023 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Retirement Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 5 |
Merlin Capital, Inc | 5 | 5 | 0.68% | 1.20% | 1.67% | Q3 2022 | Q3 2023 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.02% | 0.29% | 1.28% | Q4 2017 | Q1 2021 | 5 |
Yarbrough Capital, LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.13% | 0.20% | 0.27% | Q2 2021 | Q3 2023 | 5 |
Mitsubishi UFJ Trust & Banking Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.07% | 0.16% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Robbins Farley | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Atika Capital Management LLC | 2 | 1 | 0.16% | 0.29% | 0.59% | Q2 2018 | Q3 2020 | 5 |
Buckley Wealth Management, LLC | 4 | 1 | 0.10% | 0.11% | 0.14% | Q3 2018 | Q1 2020 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Quent Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Corton Capital Inc. | 4 | 1 | 0.10% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.02% | 0.14% | 0.22% | Q1 2022 | Q2 2023 | 5 |
Moors & Cabot, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2020 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 4 | 0.24% | 0.34% | 0.42% | Q4 2018 | Q3 2019 | 4 |
HC FINANCIAL ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Covestor Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2019 | Q1 2020 | 4 |
SOMERVILLE KURT F | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Aperio Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 4 | 4 | 0.03% | 0.22% | 0.48% | Q1 2021 | Q4 2021 | 4 |
Ensign Peak Advisors, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
PLUSTICK MANAGEMENT LLC | 4 | 4 | 1.76% | 2.18% | 2.49% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 4 |
Amia Capital LLP | 4 | 4 | 0.15% | 0.27% | 0.42% | Q4 2019 | Q3 2020 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.21% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 4 |
RFG Advisory, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2021 | 4 |
ALPS ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2022 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q2 2023 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 4 |
Triton Wealth Management, PLLC | 4 | 4 | 0.19% | 0.32% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Sivik Global Healthcare LLC | 1 | 1 | 0.56% | 0.72% | 0.81% | Q2 2018 | Q4 2021 | 4 |
PECONIC PARTNERS LLC | 3 | 1 | 0.15% | 0.71% | 1.33% | Q3 2019 | Q3 2021 | 4 |
City State Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TimesSquare Capital Management, LLC | 4 | 4 | 0.09% | 0.18% | 0.24% | Q1 2020 | Q4 2020 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
ALLIANCEBERNSTEIN L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 4 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.13% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.15% | 0.17% | 0.21% | Q4 2020 | Q3 2021 | 4 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q2 2023 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.09% | 0.14% | 0.18% | Q2 2019 | Q3 2020 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Privium Fund Management B.V. | 3 | 1 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2020 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 4 |
ACUTA CAPITAL PARTNERS, LLC | 2 | 2 | 0.08% | 1.43% | 3.96% | Q4 2017 | Q3 2019 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.02% | 0.08% | 0.12% | Q3 2021 | Q2 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.01% | 0.16% | 0.30% | Q4 2018 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Plaisance Capital LLC | 2 | 1 | 0.24% | 0.73% | 1.23% | Q2 2021 | Q1 2022 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2020 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 0.58% | 0.84% | 1.10% | Q2 2020 | Q1 2021 | 4 |
Woodline Partners LP | 2 | 2 | 0.01% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
ADVISORY RESEARCH INC | 3 | 1 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q2 2021 | 4 |
CloudAlpha Capital Management Limited/Hong Kong | 3 | 3 | 0.01% | 0.68% | 1.28% | Q4 2020 | Q2 2021 | 4 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 4 |
Advisor OS, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q4 2019 | 4 |
L. Roy Papp & Associates, LLP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Garde Capital, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Werlinich Asset Management, LLC | 3 | 3 | 0.59% | 0.71% | 0.87% | Q1 2021 | Q3 2021 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q4 2020 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.12% | 0.27% | 0.41% | Q3 2017 | Q2 2021 | 3 |
Operose Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.17% | 0.27% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 3 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FIRST MERCANTILE TRUST CO | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 3 | 3 | 0.31% | 0.39% | 0.51% | Q4 2018 | Q2 2019 | 3 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 3 |
Fortress Wealth Group, LLC | 2 | 1 | 0.18% | 0.23% | 0.29% | Q4 2021 | Q3 2022 | 3 |
PROFESSIONAL PLANNING | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q2 2021 | 3 |
BAILARD, INC. | 3 | 3 | 0.06% | 0.10% | 0.16% | Q1 2020 | Q3 2020 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 3 |
Discovery Value Fund | 3 | 3 | 0.09% | 0.49% | 0.82% | Q2 2021 | Q4 2021 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q4 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.40% | 0.62% | 0.83% | Q1 2018 | Q3 2018 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2018 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.12% | 0.17% | 0.23% | Q4 2019 | Q4 2020 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Capital World Investors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Affinity Asset Advisors, LLC | 2 | 1 | 0.28% | 0.88% | 1.79% | Q4 2020 | Q2 2022 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2021 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q4 2022 | 3 |
Monashee Investment Management LLC | 2 | 1 | 0.07% | 0.43% | 1.03% | Q4 2016 | Q3 2018 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 1.06% | 1.46% | 1.79% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Integrity Advisory, LLC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q1 2022 | Q3 2022 | 3 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.26% | 0.52% | 0.81% | Q3 2017 | Q1 2021 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.07% | 0.12% | 0.19% | Q4 2017 | Q3 2018 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TANG CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.21% | 0.40% | Q3 2022 | Q2 2023 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.08% | 0.28% | 0.49% | Q3 2020 | Q1 2021 | 3 |
Hodges Capital Management Inc. | 2 | 1 | 0.02% | 0.15% | 0.40% | Q4 2019 | Q3 2021 | 3 |
BERKSHIRE CAPITAL HOLDINGS INC | 3 | 3 | 0.00% | 0.36% | 1.08% | Q1 2021 | Q3 2021 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Opus Point Partners Management, LLC | 3 | 3 | 0.64% | 0.85% | 0.98% | Q1 2019 | Q3 2019 | 3 |
Ascendant Capital Management, LLC | 1 | 1 | 0.09% | 0.60% | 1.38% | Q4 2020 | Q2 2021 | 3 |
MYDA Advisors LLC | 2 | 1 | 0.15% | 0.23% | 0.37% | Q4 2019 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.40% | 0.96% | Q2 2018 | Q2 2021 | 3 |
Menard Financial Group LLC | 2 | 1 | 0.18% | 0.27% | 0.38% | Q4 2020 | Q3 2021 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q2 2021 | 2 |
Gilfoyle Management LLC | 2 | 2 | 12.96% | 14.43% | 15.90% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q2 2020 | 2 |
HARVEY CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q1 2021 | 2 |
BRR OpCo, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2018 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.60% | 0.70% | Q3 2019 | Q1 2020 | 2 |
PSquared Asset Management AG | 2 | 2 | 0.01% | 0.10% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Circle Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 1.45% | 1.74% | 2.02% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2020 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Shellback Capital, LP | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2021 | Q3 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 1.64% | 2.06% | 2.47% | Q2 2021 | Q3 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Pantheon Investment Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2021 | Q3 2021 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Seaport Global Advisors, LLC | 1 | 1 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 2 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.39% | 0.52% | 0.65% | Q4 2020 | Q1 2021 | 2 |
BERRY GROUP, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Sofinnova Investments, Inc. | 1 | 1 | 0.57% | 0.70% | 0.83% | Q2 2018 | Q3 2023 | 2 |
QS Investors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.39% | 0.43% | 0.47% | Q2 2019 | Q3 2022 | 2 |
PDS Planning, Inc | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q1 2018 | Q2 2018 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.00% | 0.13% | 0.26% | Q2 2020 | Q2 2020 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.17% | 0.33% | 0.50% | Q1 2022 | Q2 2022 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
First American Bank | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 2 | 0.23% | 0.27% | 0.30% | Q2 2021 | Q3 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.15% | 0.19% | 0.23% | Q1 2021 | Q2 2021 | 2 |
ALLSTATE CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 0.43% | 0.48% | 0.54% | Q3 2021 | Q4 2021 | 2 |
NKCFO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
KNOTT DAVID M | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Paulson & Co. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Atom Investors LP | 2 | 2 | 0.07% | 0.16% | 0.24% | Q1 2019 | Q2 2019 | 2 |
Xact Kapitalforvaltning AB | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HARTWELL J M LIMITED PARTNERSHIP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Golden Green, Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Ariose Capital Management Ltd | 2 | 2 | 6.78% | 8.04% | 9.30% | Q4 2021 | Q1 2022 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.10% | 0.21% | 0.32% | Q3 2018 | Q4 2018 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Spark Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2018 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Pacific Wealth Strategies Group, Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 2 |
XR Securities LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q2 2021 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.48% | 0.67% | 0.87% | Q3 2020 | Q4 2020 | 2 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q2 2021 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.38% | 0.43% | 0.48% | Q4 2020 | Q1 2021 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q3 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 0.56% | 0.63% | 0.69% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Prosight Management, LP | 2 | 2 | 0.79% | 1.08% | 1.38% | Q4 2021 | Q1 2022 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.21% | 0.27% | 0.34% | Q4 2019 | Q2 2020 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.27% | 0.49% | 0.71% | Q4 2020 | Q1 2021 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
Asymmetry Capital Management, L.P. | 2 | 2 | 2.49% | 2.88% | 3.26% | Q2 2019 | Q3 2019 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2022 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.09% | 0.36% | 0.62% | Q1 2019 | Q3 2021 | 2 |
Bpifrance SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2019 | 2 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
EMJ Capital Ltd. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Gruss & Co., LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2021 | Q3 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2017 | Q4 2017 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CQS (US), LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Trustees of Princeton University | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2020 | Q3 2020 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AGF Investments LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Avidity Partners Management LP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2020 | Q2 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2022 | Q3 2022 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Logos Global Management LP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2020 | Q1 2020 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Baker Chad R | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Opaleye Management Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2017 | Q4 2017 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Mass General Brigham, Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2021 | Q2 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q2 2018 | Q2 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 1 | 1 | 4.11% | 4.11% | 4.11% | Q3 2020 | Q3 2020 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Eversept Partners, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2020 | Q4 2020 | 1 |
BB BIOTECH AG | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2019 | Q1 2019 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2017 | Q3 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lauer Wealth, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Corriente Advisors, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2021 | Q2 2021 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avoro Capital Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Fore Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Perceptive Advisors | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2020 | Q3 2020 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own CRISPR THERAPEUTICS AG or have owned CRISPR THERAPEUTICS AG in the past.