Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 66 |
Citadel Advisors | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 66 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.08% | 0.78% | Q2 2018 | Q3 2023 | 63 |
Walleye Trading LLC | 22 | 22 | 0.00% | 0.12% | 0.80% | Q2 2018 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.08% | 0.27% | Q3 2018 | Q3 2023 | 61 |
D. E. Shaw & Co., Inc. | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 61 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 59 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 57 |
Parallax Volatility Advisers, L.P. | 22 | 22 | 0.00% | 0.02% | 0.14% | Q2 2018 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 22 | 22 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 54 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 53 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 52 |
WOLVERINE TRADING, LLC | 7 | 4 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 50 |
TWO SIGMA SECURITIES, LLC | 10 | 5 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 47 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 46 |
MILLENNIUM MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 41 |
TWO SIGMA INVESTMENTS, LP | 20 | 20 | 0.00% | 0.06% | 0.31% | Q4 2018 | Q3 2023 | 39 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 38 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 13 | 0.01% | 0.21% | 0.56% | Q3 2020 | Q3 2023 | 38 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 36 |
NIGHTVIEW CAPITAL, LLC | 21 | 21 | 0.30% | 10.11% | 26.62% | Q3 2018 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 22 | 22 | 0.01% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 34 |
BNP PARIBAS FINANCIAL MARKETS | 17 | 4 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 34 |
Walleye Capital LLC | 7 | 1 | 0.00% | 0.09% | 0.38% | Q1 2019 | Q3 2023 | 31 |
TUDOR INVESTMENT CORP ET AL | 10 | 6 | 0.01% | 0.07% | 0.27% | Q2 2018 | Q3 2023 | 30 |
Squarepoint Ops LLC | 20 | 1 | 0.00% | 0.13% | 0.52% | Q2 2018 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 29 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 27 |
TREMBLANT CAPITAL GROUP | 22 | 22 | 0.13% | 4.92% | 8.01% | Q2 2018 | Q3 2023 | 27 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 27 |
SG3 Management, LLC | 10 | 1 | 0.00% | 0.11% | 0.83% | Q3 2018 | Q1 2022 | 26 |
CenterStar Asset Management, LLC | 10 | 3 | 0.00% | 0.19% | 1.51% | Q2 2018 | Q4 2021 | 26 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 25 |
NOMURA HOLDINGS INC | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 24 |
Man Group plc | 19 | 2 | 0.00% | 0.17% | 0.64% | Q2 2018 | Q3 2023 | 23 |
CAAS CAPITAL MANAGEMENT LP | 5 | 5 | 0.01% | 0.07% | 0.22% | Q4 2020 | Q2 2023 | 23 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.06% | 0.22% | Q2 2020 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 23 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
Alecta Tjanstepension Omsesidigt | 22 | 22 | 1.47% | 2.51% | 4.03% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Trust & Banking Corp | 22 | 22 | 0.06% | 0.17% | 0.28% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.03% | 0.15% | 0.36% | Q2 2018 | Q3 2023 | 22 |
RIVER GLOBAL INVESTORS LLP | 22 | 22 | 0.32% | 0.62% | 1.06% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
TIGER GLOBAL MANAGEMENT LLC | 22 | 22 | 0.00% | 2.89% | 11.21% | Q2 2018 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 22 | 22 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Legacy Advisors, LLC | 22 | 22 | 0.04% | 0.26% | 0.53% | Q2 2018 | Q3 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.20% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Nikko Asset Management Americas, Inc. | 22 | 22 | 0.06% | 0.90% | 2.34% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
AMF Tjanstepension AB | 22 | 22 | 1.81% | 3.19% | 5.32% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.01% | 0.05% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Stephens Investment Management Group LLC | 22 | 22 | 0.05% | 0.18% | 0.55% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BAMCO INC /NY/ | 22 | 22 | 0.01% | 0.23% | 0.66% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.01% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ARK Investment Management | 22 | 22 | 0.01% | 1.28% | 2.84% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.08% | 0.39% | 0.99% | Q2 2018 | Q3 2023 | 22 |
Baillie Gifford | 22 | 22 | 2.30% | 2.96% | 4.35% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.61% | 1.72% | 2.84% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
CAZ INVESTMENTS LP | 22 | 22 | 0.02% | 0.14% | 0.38% | Q2 2018 | Q3 2023 | 22 |
M&T BANK CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.01% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Coronation Fund Managers Ltd. | 22 | 22 | 0.03% | 0.74% | 2.29% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Cannell & Co. | 21 | 21 | 0.02% | 0.12% | 0.71% | Q3 2018 | Q3 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q2 2022 | 21 |
Steward Partners Investment Advisory, LLC | 19 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 18 | 3 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Centiva Capital, LP | 8 | 1 | 0.01% | 0.04% | 0.19% | Q1 2020 | Q1 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Highlander Capital Management, LLC | 13 | 8 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 21 | 21 | 0.05% | 0.20% | 0.57% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 21 | 21 | 0.00% | 0.06% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Nuveen Asset Management, LLC | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 21 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q2 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 5 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BDO Wealth Advisors, LLC | 14 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 20 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 20 | 20 | 0.11% | 0.23% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.17% | 3.72% | 10.09% | Q4 2018 | Q3 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
FEDERATED HERMES, INC. | 12 | 8 | 0.00% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.11% | 0.58% | 1.08% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 2 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 19 |
NORGES BANK | 19 | 19 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q4 2022 | 19 |
Advisory Services Network, LLC | 16 | 3 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2023 | 19 |
FLOSSBACH VON STORCH AG | 19 | 19 | 0.00% | 0.23% | 0.50% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
DekaBank Deutsche Girozentrale | 16 | 3 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 19 |
Asset Management One Co., Ltd. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
DIMENSION CAPITAL MANAGEMENT LLC | 16 | 3 | 0.05% | 0.16% | 0.56% | Q3 2018 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
ALLIANCEBERNSTEIN L.P. | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Shellback Capital, LP | 16 | 3 | 0.21% | 1.09% | 2.25% | Q2 2018 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 19 | 19 | 0.13% | 0.39% | 0.73% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q4 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MOUNT VERNON ASSOCIATES INC /MD/ | 19 | 19 | 0.72% | 1.38% | 2.30% | Q1 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 19 | 19 | 3.42% | 7.39% | 11.89% | Q4 2018 | Q2 2023 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
FIL Ltd | 9 | 1 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Utah Retirement Systems | 18 | 18 | 0.05% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Addison Capital Co | 15 | 3 | 0.15% | 0.27% | 0.46% | Q3 2018 | Q3 2023 | 18 |
Greenbrier Partners Capital Management, LLC | 18 | 18 | 0.41% | 0.84% | 1.37% | Q2 2019 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BOKF, NA | 6 | 3 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 18 |
American Research & Management Co. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 18 | 18 | 0.04% | 0.18% | 0.46% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Crestone Asset Management LLC | 16 | 2 | 0.05% | 0.47% | 1.45% | Q2 2018 | Q3 2023 | 18 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 18 | 18 | 1.94% | 3.97% | 5.60% | Q2 2018 | Q3 2022 | 18 |
GUGGENHEIM CAPITAL LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
TD ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 11 | 7 | 0.00% | 0.35% | 1.35% | Q2 2018 | Q4 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2022 | 18 |
ALPS ADVISORS INC | 12 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.01% | 0.14% | 0.61% | Q2 2019 | Q3 2023 | 18 |
Westside Investment Management, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 17 |
NISA INVESTMENT ADVISORS, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
ASSETMARK, INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 17 |
J. Goldman & Co LP | 9 | 1 | 0.02% | 1.09% | 2.81% | Q2 2018 | Q3 2023 | 17 |
SeaBridge Investment Advisors LLC | 17 | 17 | 0.24% | 0.76% | 1.29% | Q3 2019 | Q3 2023 | 17 |
BLUESTEIN R H & CO LLC | 17 | 17 | 0.02% | 0.34% | 1.51% | Q2 2018 | Q2 2022 | 17 |
Sterling Investment Advisors, Ltd. | 17 | 17 | 0.01% | 0.04% | 0.18% | Q2 2018 | Q2 2022 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Select Equity Group, L.P. | 10 | 7 | 0.01% | 0.13% | 0.25% | Q1 2019 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 17 | 17 | 0.03% | 0.31% | 0.72% | Q2 2018 | Q2 2022 | 17 |
CIBC WORLD MARKET INC. | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 17 |
MACQUARIE GROUP LTD | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2022 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
MARSICO CAPITAL MANAGEMENT LLC | 14 | 1 | 0.07% | 0.42% | 1.10% | Q2 2018 | Q3 2023 | 17 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 17 | 0.02% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
HAP Trading, LLC | 8 | 2 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q1 2023 | 17 |
Winch Advisory Services, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Jasper Ridge Partners, L.P. | 16 | 16 | 0.03% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
Hamilton Wealth, LLC | 8 | 3 | 0.10% | 0.42% | 0.89% | Q4 2018 | Q3 2023 | 16 |
EMERALD ADVISERS, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BERKSHIRE CAPITAL HOLDINGS INC | 14 | 2 | 0.00% | 0.71% | 3.66% | Q2 2018 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 16 |
Capital International, Inc./CA/ | 15 | 1 | 0.05% | 0.29% | 0.68% | Q2 2019 | Q3 2023 | 16 |
Northside Capital Management, LLC | 16 | 16 | 0.19% | 0.70% | 1.50% | Q1 2019 | Q4 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
EATON VANCE MANAGEMENT | 15 | 1 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q3 2022 | 16 |
Next Capital Management LLC | 9 | 3 | 0.07% | 0.16% | 0.33% | Q4 2018 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 16 |
Engineers Gate Manager LP | 9 | 3 | 0.02% | 0.14% | 0.38% | Q2 2019 | Q3 2023 | 16 |
Marcho Partners LLP | 16 | 16 | 5.10% | 9.23% | 20.03% | Q4 2019 | Q3 2023 | 16 |
Regal Partners Ltd | 8 | 8 | 0.46% | 5.71% | 10.51% | Q2 2018 | Q3 2023 | 16 |
KPS Global Asset Management UK Ltd | 16 | 16 | 6.40% | 17.44% | 36.30% | Q4 2019 | Q3 2023 | 16 |
Cutter & CO Brokerage, Inc. | 13 | 3 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 16 |
Hanson & Doremus Investment Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TIGER MANAGEMENT L.L.C. | 16 | 16 | 0.16% | 0.47% | 0.72% | Q2 2018 | Q1 2022 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.05% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 9 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Pflug Koory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CREDIT AGRICOLE S A | 9 | 7 | 0.00% | 0.07% | 0.36% | Q1 2019 | Q3 2023 | 16 |
Avitas Wealth Management LLC | 13 | 1 | 0.04% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.10% | 0.29% | Q2 2018 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Royal Fund Management, LLC | 15 | 15 | 0.00% | 0.15% | 0.32% | Q4 2018 | Q2 2022 | 15 |
Capital World Investors | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2021 | 15 |
Renaissance Technologies | 8 | 7 | 0.01% | 0.13% | 0.28% | Q3 2018 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Malaga Cove Capital, LLC | 15 | 15 | 0.41% | 0.69% | 1.00% | Q1 2020 | Q3 2023 | 15 |
Point72 Asset Management, L.P. | 7 | 2 | 0.00% | 0.23% | 0.76% | Q2 2018 | Q3 2023 | 15 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.02% | 0.18% | Q3 2018 | Q1 2022 | 15 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Baltimore-Washington Financial Advisors, Inc. | 15 | 15 | 0.22% | 0.61% | 0.98% | Q1 2019 | Q3 2022 | 15 |
CADIAN CAPITAL MANAGEMENT, LP | 14 | 1 | 0.09% | 3.36% | 7.58% | Q2 2018 | Q3 2022 | 15 |
MARTINGALE ASSET MANAGEMENT L P | 15 | 15 | 0.01% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Slow Capital, Inc. | 15 | 15 | 0.26% | 0.48% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Tower View Wealth Management LLC | 15 | 15 | 0.40% | 0.66% | 1.03% | Q3 2018 | Q1 2022 | 15 |
Perigon Wealth Management, LLC | 9 | 1 | 0.03% | 0.07% | 0.14% | Q3 2011 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
FAYEZ SAROFIM & CO | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 15 |
LA FINANCIERE DE L'ECHIQUIER | 10 | 5 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.03% | 0.12% | Q2 2020 | Q4 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2022 | 15 |
EXANE DERIVATIVES | 10 | 1 | 0.00% | 0.10% | 0.31% | Q2 2018 | Q2 2022 | 15 |
GILDER GAGNON HOWE & CO LLC | 9 | 3 | 0.00% | 0.56% | 1.18% | Q1 2019 | Q3 2023 | 15 |
GARDNER LEWIS ASSET MANAGEMENT L P | 13 | 2 | 0.36% | 0.86% | 1.91% | Q2 2018 | Q3 2023 | 15 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.18% | 1.24% | Q1 2019 | Q3 2023 | 15 |
Gs Investments, Inc. | 13 | 1 | 0.01% | 0.22% | 1.04% | Q2 2018 | Q3 2023 | 14 |
Robotti & Company | 14 | 14 | 0.46% | 0.91% | 1.56% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Blueshift Asset Management, LLC | 10 | 2 | 0.09% | 0.33% | 1.24% | Q1 2019 | Q3 2023 | 14 |
Granite Investment Partners, LLC | 14 | 14 | 0.18% | 0.30% | 0.43% | Q3 2018 | Q4 2021 | 14 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
ELEMENT POINTE ADVISORS, LLC | 8 | 1 | 0.06% | 0.18% | 0.52% | Q1 2019 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 14 |
COMERICA BANK | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 14 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q2 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 11 | 3 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q2 2022 | 14 |
Summit Trail Advisors, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.06% | 0.23% | 0.56% | Q4 2018 | Q1 2022 | 14 |
AQR Capital Management | 10 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 7 | 0.01% | 0.09% | 0.42% | Q3 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.18% | 0.53% | Q2 2018 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 13 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q2 2023 | 14 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DOLIVER ADVISORS, LP | 13 | 13 | 0.10% | 0.34% | 0.89% | Q2 2020 | Q2 2023 | 13 |
USCA RIA LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q2 2021 | 13 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 13 |
Intellectus Partners, LLC | 12 | 1 | 0.04% | 0.19% | 0.30% | Q1 2019 | Q3 2023 | 13 |
PANAGORA ASSET MANAGEMENT INC | 8 | 5 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 13 |
AJ WEALTH STRATEGIES, LLC | 13 | 13 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q2 2023 | 13 |
ATWOOD & PALMER INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.05% | 0.45% | 1.56% | Q2 2018 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.18% | 0.79% | Q2 2018 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 9 | 4 | 0.00% | 0.05% | 0.20% | Q2 2020 | Q3 2023 | 13 |
Allen Investment Management, LLC | 10 | 3 | 0.01% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 13 |
Odey Asset Management Group Ltd | 12 | 1 | 0.01% | 0.12% | 0.53% | Q2 2018 | Q4 2021 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
GLENMEDE TRUST CO NA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 13 |
Spark Investment Management LLC | 13 | 13 | 1.72% | 3.60% | 11.28% | Q3 2020 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 10 | 3 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 13 |
Honeycomb Asset Management LP | 5 | 1 | 1.56% | 5.47% | 20.67% | Q2 2018 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
HM PAYSON & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
COMMERCE BANK | 10 | 3 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 13 |
AMALGAMATED BANK | 7 | 6 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Hyperion Asset Management Ltd | 13 | 13 | 2.20% | 4.66% | 7.14% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 13 |
SCOUT INVESTMENTS, INC. | 13 | 13 | 0.03% | 0.36% | 0.72% | Q2 2020 | Q2 2023 | 13 |
RATIONAL ADVISORS LLC | 11 | 1 | 0.04% | 0.39% | 1.15% | Q4 2018 | Q3 2023 | 13 |
Regis Management CO LLC | 13 | 13 | 0.79% | 1.56% | 2.87% | Q4 2019 | Q4 2022 | 13 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q2 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.10% | 0.26% | Q3 2018 | Q3 2023 | 13 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 6 | 0.05% | 0.38% | 1.01% | Q3 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
IBM Retirement Fund | 12 | 12 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q1 2022 | 12 |
ClearBridge Investments | 9 | 1 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 12 |
PDT Partners, LLC | 10 | 1 | 0.04% | 0.34% | 0.64% | Q1 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 9 | 3 | 0.01% | 0.07% | 0.21% | Q3 2019 | Q3 2022 | 12 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 2 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Veracity Capital LLC | 10 | 2 | 0.09% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 12 |
Paloma Partners Management Co | 9 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q1 2022 | 12 |
Banque Cantonale Vaudoise | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.23% | 0.41% | 0.58% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Parkside Advisors LLC | 12 | 12 | 0.16% | 0.47% | 1.72% | Q3 2018 | Q2 2021 | 12 |
Technology Crossover Management VIII, Ltd. | 11 | 1 | 32.90% | 43.30% | 54.82% | Q2 2018 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.01% | 0.17% | 0.41% | Q3 2018 | Q3 2023 | 12 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.42% | 1.22% | Q2 2018 | Q2 2023 | 12 |
Edge Wealth Management LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 12 |
Epoch Investment Partners, Inc. | 11 | 1 | 0.01% | 0.36% | 0.56% | Q2 2018 | Q2 2021 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.17% | 0.44% | Q2 2018 | Q2 2023 | 12 |
Bienville Capital Management, LLC | 12 | 12 | 0.03% | 0.13% | 0.45% | Q2 2020 | Q1 2023 | 12 |
FDx Advisors, Inc. | 10 | 2 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Altshuler Shaham Ltd | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2022 | 12 |
XR Securities LLC | 4 | 1 | 0.01% | 0.06% | 0.29% | Q1 2019 | Q3 2023 | 11 |
Partners Group Holding AG | 6 | 5 | 0.03% | 0.32% | 0.47% | Q1 2019 | Q2 2022 | 11 |
CX Institutional | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 11 |
STRS OHIO | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Hosking Partners LLP | 11 | 11 | 0.05% | 0.11% | 0.18% | Q1 2020 | Q3 2022 | 11 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 11 |
Retirement Group, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Gifford Fong Associates | 11 | 11 | 0.09% | 0.18% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Fiduciary Group LLC | 9 | 2 | 0.01% | 0.60% | 1.50% | Q3 2020 | Q2 2023 | 11 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2022 | 11 |
Fiera Capital Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2021 | 11 |
SeaCrest Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 11 | 11 | 0.36% | 1.34% | 1.88% | Q4 2019 | Q2 2022 | 11 |
Jacobi Capital Management LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 11 |
Hitchwood Capital Management LP | 7 | 1 | 0.56% | 1.48% | 3.20% | Q2 2018 | Q1 2023 | 11 |
WHITTIER TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.07% | 0.17% | Q2 2018 | Q4 2022 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.09% | 0.41% | 0.92% | Q2 2018 | Q3 2020 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
PEREGRINE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.52% | 0.78% | Q4 2019 | Q1 2022 | 10 |
World Asset Management Inc | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2021 | 10 |
WealthPLAN Partners, LLC | 7 | 3 | 0.02% | 0.13% | 0.22% | Q3 2020 | Q2 2023 | 10 |
Artisan Partners Limited Partnership | 5 | 1 | 0.01% | 0.24% | 0.69% | Q2 2018 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.02% | 0.09% | 0.31% | Q2 2020 | Q2 2023 | 10 |
Woodline Partners LP | 4 | 1 | 0.03% | 0.16% | 0.45% | Q3 2020 | Q3 2023 | 10 |
Tidal Investments LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Capital International Investors | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rheos Capital Works Inc. | 9 | 1 | 0.26% | 0.79% | 1.14% | Q1 2020 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 9 | 9 | 0.00% | 0.08% | 0.14% | Q2 2020 | Q2 2022 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Robeco Institutional Asset Management B.V. | 7 | 3 | 0.00% | 0.13% | 0.23% | Q3 2018 | Q3 2023 | 10 |
DDD Partners, LLC | 10 | 10 | 0.91% | 1.90% | 3.74% | Q3 2019 | Q4 2021 | 10 |
Cresset Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Soros Fund Management | 8 | 2 | 0.05% | 0.37% | 1.96% | Q2 2018 | Q1 2023 | 10 |
Strategic Advisors LLC | 9 | 1 | 0.08% | 0.23% | 0.40% | Q3 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Manchester Capital Management LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.07% | 0.23% | Q3 2019 | Q3 2022 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.06% | 0.30% | Q4 2018 | Q3 2023 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2021 | 10 |
AXA S.A. | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.08% | 0.24% | Q2 2018 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
BANK OF NOVA SCOTIA | 8 | 1 | 0.00% | 0.06% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
GAMBLE JONES INVESTMENT COUNSEL | 10 | 10 | 0.15% | 0.29% | 0.46% | Q3 2020 | Q4 2022 | 10 |
Winslow, Evans & Crocker, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lafayette Investments | 10 | 10 | 0.06% | 0.36% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Capital International Sarl | 10 | 10 | 0.04% | 0.21% | 0.54% | Q3 2019 | Q4 2021 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 9 | 9 | 0.57% | 0.93% | 1.35% | Q1 2019 | Q1 2021 | 9 |
First Allied Advisory Services, Inc. | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 9 |
Carnegie Capital Asset Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2022 | 9 |
Markel Corporation | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Jump Financial, LLC | 5 | 2 | 0.02% | 0.10% | 0.36% | Q4 2020 | Q3 2023 | 9 |
Cipher Capital LP | 3 | 1 | 0.12% | 0.28% | 0.71% | Q2 2019 | Q3 2023 | 9 |
Ardevora Asset Management LLP | 9 | 9 | 0.58% | 0.88% | 1.09% | Q1 2019 | Q1 2021 | 9 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q2 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Catalyst Capital Advisors LLC | 6 | 3 | 0.00% | 0.10% | 0.35% | Q2 2018 | Q4 2020 | 9 |
Illinois Municipal Retirement Fund | 7 | 2 | 0.01% | 0.09% | 0.25% | Q3 2020 | Q3 2023 | 9 |
JS Capital Management LLC | 6 | 1 | 0.09% | 1.36% | 5.21% | Q2 2018 | Q3 2021 | 9 |
Financial Architects, Inc | 5 | 3 | 0.00% | 0.14% | 0.42% | Q2 2018 | Q3 2021 | 9 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.14% | 0.46% | Q2 2019 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Polar Capital LLP | 9 | 9 | 0.08% | 0.41% | 0.67% | Q3 2018 | Q3 2020 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.46% | 1.07% | 1.86% | Q3 2020 | Q3 2022 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Tsai Capital Corp | 9 | 9 | 2.80% | 4.08% | 5.60% | Q1 2021 | Q1 2023 | 9 |
Trexquant Investment LP | 5 | 1 | 0.06% | 0.23% | 0.36% | Q4 2018 | Q2 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 9 |
Cetera Investment Advisers | 6 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Echo Street Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Nan Shan Life Insurance Co., Ltd. | 9 | 9 | 0.13% | 0.43% | 0.86% | Q2 2018 | Q2 2020 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
AMP Capital Investors Ltd | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2020 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Executive Wealth Management, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 9 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2021 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 4 | 0.01% | 0.12% | 0.26% | Q2 2021 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.08% | 0.28% | 0.59% | Q2 2018 | Q2 2023 | 9 |
COMGEST GLOBAL INVESTORS S.A.S. | 9 | 9 | 0.30% | 0.37% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Pacer Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.08% | 0.12% | 0.18% | Q2 2019 | Q2 2021 | 9 |
William Marsh Rice University | 8 | 1 | 0.50% | 0.95% | 1.42% | Q4 2018 | Q3 2023 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.01% | 0.40% | 1.07% | Q2 2018 | Q2 2023 | 9 |
SAMLYN CAPITAL, LLC | 4 | 1 | 0.11% | 0.44% | 2.06% | Q3 2018 | Q3 2023 | 9 |
Cumberland Partners Ltd | 9 | 9 | 0.10% | 0.14% | 0.19% | Q3 2018 | Q3 2020 | 9 |
Evolution Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
Freedom Investment Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.07% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.16% | 0.25% | 0.33% | Q3 2018 | Q2 2021 | 8 |
NAYA CAPITAL MANAGEMENT UK LTD | 6 | 6 | 3.76% | 6.63% | 11.04% | Q2 2018 | Q3 2019 | 8 |
Once Capital Management, LLC | 8 | 8 | 4.51% | 5.34% | 6.02% | Q4 2021 | Q3 2023 | 8 |
Privium Fund Management B.V. | 8 | 8 | 6.08% | 7.81% | 9.94% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
Roundview Capital LLC | 6 | 2 | 0.02% | 0.09% | 0.23% | Q1 2021 | Q2 2023 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
HERSHEY TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 5 | 1 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q1 2021 | 8 |
HARBOURVEST PARTNERS LLC | 8 | 8 | 0.44% | 0.61% | 0.88% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.02% | 0.19% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.11% | 0.27% | Q3 2018 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.02% | 0.08% | 0.16% | Q1 2019 | Q4 2021 | 8 |
Smithfield Trust Co | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Price Wealth, LLC | 8 | 8 | 0.04% | 0.09% | 0.15% | Q2 2018 | Q1 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Douglass Winthrop Advisors, LLC | 8 | 8 | 0.01% | 1.05% | 1.74% | Q2 2020 | Q1 2022 | 8 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 8 |
Cohen Capital Management, Inc. | 8 | 8 | 0.48% | 0.64% | 0.75% | Q1 2018 | Q4 2019 | 8 |
jvl associates llc | 8 | 8 | 0.25% | 0.37% | 0.46% | Q2 2018 | Q1 2020 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GABELLI FUNDS LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Auxano Advisors, LLC | 8 | 8 | 0.12% | 0.22% | 0.36% | Q1 2020 | Q4 2021 | 8 |
Adero Partners, LLC | 8 | 8 | 0.03% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
WESTPAC BANKING CORP | 6 | 1 | 0.02% | 0.10% | 0.23% | Q4 2018 | Q2 2021 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Global Thematic Partners, LLC | 8 | 8 | 1.08% | 1.29% | 1.59% | Q2 2018 | Q1 2020 | 8 |
HBK Sorce Advisory LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 8 |
Canton Hathaway, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
QS Investors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.04% | 0.31% | 0.66% | Q2 2020 | Q2 2023 | 8 |
CNB Bank | 8 | 8 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q1 2021 | 8 |
ING GROEP NV | 3 | 1 | 0.01% | 0.08% | 0.29% | Q3 2018 | Q2 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
TOTH FINANCIAL ADVISORY CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
First Pacific Advisors, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Congress Park Capital LLC | 8 | 8 | 0.10% | 0.20% | 0.36% | Q1 2020 | Q4 2021 | 8 |
Polar Capital Holdings Plc | 8 | 8 | 0.01% | 0.27% | 0.97% | Q4 2020 | Q3 2022 | 8 |
Alamar Capital Management, LLC | 8 | 8 | 0.84% | 1.68% | 2.87% | Q4 2020 | Q3 2022 | 8 |
FULTON BANK, N.A. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2023 | 8 |
EVOKE WEALTH, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
HILLMAN CO | 8 | 8 | 8.79% | 10.94% | 14.09% | Q2 2018 | Q1 2020 | 8 |
Gruss & Co., LLC | 8 | 8 | 0.37% | 0.58% | 0.88% | Q2 2018 | Q1 2020 | 8 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.00% | 0.07% | 0.10% | Q2 2020 | Q4 2022 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.11% | Q3 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.24% | 0.86% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Diametric Capital, LP | 3 | 1 | 0.20% | 0.68% | 2.42% | Q4 2018 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.25% | 0.48% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Ridgewood Investments LLC | 6 | 2 | 0.08% | 0.34% | 0.56% | Q1 2021 | Q2 2023 | 8 |
Blume Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 7 | 7 | 0.14% | 0.21% | 0.31% | Q2 2020 | Q4 2021 | 7 |
Skye Global Management LP | 4 | 1 | 0.02% | 0.18% | 0.84% | Q3 2018 | Q4 2020 | 7 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.01% | 0.32% | 0.93% | Q3 2018 | Q2 2023 | 7 |
KELLEHER FINANCIAL ADVISORS | 5 | 1 | 0.12% | 0.21% | 0.34% | Q2 2019 | Q2 2021 | 7 |
CenterBook Partners LP | 7 | 7 | 0.13% | 0.39% | 0.57% | Q4 2021 | Q2 2023 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.31% | 0.49% | 0.64% | Q1 2022 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.08% | 0.15% | 0.27% | Q3 2019 | Q1 2021 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.07% | 1.81% | 3.49% | Q2 2018 | Q4 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Tributary Capital Management, LLC | 7 | 7 | 0.09% | 0.17% | 0.21% | Q3 2020 | Q1 2022 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Maxi Investments CY Ltd | 7 | 7 | 0.20% | 0.26% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Weiss Asset Management LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.21% | 0.56% | Q4 2018 | Q3 2023 | 7 |
Lynch Asset Management, Inc. | 7 | 7 | 0.25% | 0.43% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 7 |
Bayesian Capital Management, LP | 4 | 1 | 0.09% | 0.26% | 0.44% | Q3 2019 | Q2 2023 | 7 |
Sculptor Capital LP | 3 | 1 | 0.06% | 0.34% | 1.03% | Q1 2019 | Q3 2022 | 7 |
Crown Wealth Group, LLC | 7 | 7 | 0.41% | 0.56% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Zeno Research, LLC | 4 | 3 | 1.04% | 2.51% | 4.14% | Q4 2021 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 7 | 7 | 0.04% | 0.40% | 0.59% | Q3 2018 | Q1 2020 | 7 |
Arden Trust Co | 7 | 7 | 0.06% | 0.11% | 0.15% | Q3 2019 | Q1 2021 | 7 |
Laffer Tengler Investments, Inc. | 6 | 1 | 0.01% | 0.19% | 0.34% | Q1 2021 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 6 | 1 | 0.16% | 0.21% | 0.26% | Q3 2018 | Q3 2021 | 7 |
AVITY INVESTMENT MANAGEMENT INC. | 7 | 7 | 0.02% | 0.16% | 0.34% | Q4 2021 | Q2 2023 | 7 |
ALBION FINANCIAL GROUP /UT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kathleen S. Wright Associates Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Live Oak Private Wealth LLC | 7 | 7 | 0.14% | 0.23% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Level Financial Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.01% | 0.06% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Liontrust Investment Partners LLP | 4 | 1 | 2.02% | 2.48% | 3.09% | Q4 2020 | Q3 2023 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q1 2022 | 7 |
STEADFAST CAPITAL MANAGEMENT LP | 5 | 2 | 0.30% | 2.16% | 3.64% | Q2 2018 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.12% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 7 |
USS Investment Management Ltd | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.10% | 0.31% | 0.49% | Q1 2019 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.18% | 0.39% | Q3 2020 | Q2 2023 | 7 |
Empowered Funds, LLC | 4 | 3 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q4 2021 | 7 |
Resolute Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Quantinno Capital Management LP | 4 | 1 | 0.02% | 0.20% | 0.44% | Q2 2019 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 7 |
Swedbank | 7 | 7 | 0.12% | 0.40% | 0.69% | Q2 2019 | Q4 2020 | 7 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q4 2021 | 7 |
Atlas Principals, LLC | 5 | 5 | 0.29% | 2.27% | 3.36% | Q2 2020 | Q2 2021 | 7 |
Lakehouse Capital Pty Ltd | 7 | 7 | 4.69% | 5.92% | 8.28% | Q1 2022 | Q3 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 2 | 0.07% | 0.17% | 0.59% | Q3 2019 | Q3 2023 | 7 |
Teza Capital Management LLC | 6 | 1 | 0.04% | 0.26% | 0.77% | Q1 2021 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Canal Capital Management, LLC | 7 | 7 | 0.61% | 0.78% | 0.98% | Q3 2020 | Q1 2022 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.15% | 0.32% | 0.72% | Q2 2019 | Q2 2023 | 7 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.10% | 0.60% | 1.34% | Q3 2018 | Q3 2020 | 6 |
ARROW FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 6 |
Phoenix Wealth Advisors | 6 | 6 | 0.73% | 0.84% | 1.00% | Q4 2020 | Q1 2022 | 6 |
PICTET ASSET MANAGEMENT LTD | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 6 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.01% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Axiom Investment Management LLC | 5 | 1 | 0.00% | 1.02% | 1.55% | Q2 2020 | Q3 2022 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.59% | 1.05% | 2.37% | Q3 2018 | Q4 2019 | 6 |
Mount Capital Ltd | 6 | 6 | 0.49% | 0.64% | 0.85% | Q4 2021 | Q1 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Accuvest Global Advisors | 2 | 1 | 0.23% | 0.66% | 1.01% | Q1 2019 | Q3 2023 | 6 |
Formidable Asset Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 2 | 0.14% | 0.23% | 0.36% | Q3 2018 | Q1 2020 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Nishkama Capital, LLC | 4 | 4 | 0.57% | 3.23% | 6.17% | Q4 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.46% | 0.73% | Q4 2020 | Q1 2022 | 6 |
Mizuho Securities Co. Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Quadrature Capital Ltd | 6 | 6 | 0.09% | 0.53% | 1.30% | Q2 2018 | Q3 2019 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Assenagon Asset Management S.A. | 6 | 6 | 0.01% | 0.14% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q4 2021 | 6 |
Pier Capital, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q2 2020 | 6 |
Knowledge Leaders Capital, LLC | 4 | 2 | 0.34% | 0.62% | 0.91% | Q2 2021 | Q2 2023 | 6 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.04% | 0.67% | 1.03% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.32% | 0.49% | 0.70% | Q2 2021 | Q3 2022 | 6 |
BALASA DINVERNO & FOLTZ LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2021 | 6 |
EFG Asset Management (North America) Corp. | 4 | 2 | 0.09% | 0.93% | 1.36% | Q1 2022 | Q3 2023 | 6 |
Jump Trading, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2018 | 6 |
Desjardins Global Asset Management Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.24% | 0.72% | 1.54% | Q3 2020 | Q4 2021 | 6 |
WEXFORD CAPITAL LP | 3 | 1 | 0.02% | 0.26% | 0.64% | Q2 2018 | Q1 2023 | 6 |
Larson Financial Group LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UNITED MARITIME CAPITAL LLC | 6 | 6 | 0.31% | 0.42% | 0.66% | Q4 2020 | Q1 2022 | 6 |
Summit Place Financial Advisors, LLC | 6 | 6 | 0.22% | 0.56% | 0.73% | Q2 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Dragoneer Investment Group | 6 | 6 | 2.07% | 9.50% | 17.56% | Q2 2018 | Q3 2019 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.01% | 0.18% | 0.40% | Q1 2020 | Q3 2023 | 6 |
TPG Group Holdings (SBS) Advisors, Inc. | 6 | 6 | 2.11% | 6.92% | 9.23% | Q2 2018 | Q3 2019 | 6 |
LANSDOWNE PARTNERS (UK) LLP | 3 | 1 | 0.02% | 0.66% | 1.96% | Q2 2018 | Q3 2023 | 6 |
Realta Investment Advisors | 6 | 6 | 0.19% | 0.34% | 0.70% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2022 | 6 |
Atom Investors LP | 6 | 6 | 0.12% | 1.00% | 1.89% | Q4 2018 | Q1 2020 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.19% | 0.47% | 1.20% | Q2 2019 | Q1 2023 | 6 |
Carmignac Gestion | 6 | 6 | 1.08% | 1.58% | 1.84% | Q2 2018 | Q3 2019 | 6 |
SRS Investment Management, LLC | 3 | 3 | 0.31% | 2.26% | 4.23% | Q1 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 6 |
PAX Financial Group, LLC | 6 | 6 | 0.06% | 0.08% | 0.13% | Q3 2020 | Q4 2021 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2021 | 6 |
Kemnay Advisory Services Inc. | 6 | 6 | 5.15% | 7.23% | 9.76% | Q2 2018 | Q3 2019 | 6 |
Millennium TVP Management Co., LLC | 6 | 6 | 3.06% | 6.49% | 16.02% | Q2 2018 | Q3 2019 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q2 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.35% | 0.52% | 0.63% | Q2 2022 | Q3 2023 | 6 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 6 | 6 | 0.14% | 0.23% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Bellecapital International Ltd. | 4 | 2 | 0.13% | 0.38% | 0.60% | Q1 2020 | Q1 2023 | 6 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 6 |
PITTENGER & ANDERSON INC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 6 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q1 2021 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 6 |
Beaird Harris Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.05% | 0.20% | Q1 2020 | Q2 2021 | 6 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.04% | 0.19% | 0.54% | Q2 2021 | Q2 2022 | 6 |
Evolutionary Tree Capital Management, LLC | 6 | 6 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Clean Yield Group | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Spyglass Capital Management LLC | 6 | 6 | 2.86% | 4.32% | 5.81% | Q2 2022 | Q3 2023 | 6 |
2Xideas AG | 6 | 6 | 0.72% | 0.81% | 0.90% | Q2 2021 | Q3 2022 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 5 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 5 | 0.28% | 0.34% | 0.41% | Q1 2019 | Q1 2020 | 5 |
Ensign Peak Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.02% | 0.11% | 0.35% | Q4 2019 | Q2 2023 | 5 |
XTX Topco Ltd | 3 | 1 | 0.13% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.08% | 0.21% | Q1 2020 | Q3 2022 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
FRED ALGER MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
Venator Management LLC | 5 | 5 | 0.38% | 1.26% | 2.16% | Q3 2022 | Q3 2023 | 5 |
EMINENCE CAPITAL, LP | 5 | 5 | 0.92% | 1.31% | 1.56% | Q2 2019 | Q2 2020 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.34% | 0.42% | 0.53% | Q3 2022 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 2 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q2 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.13% | 0.21% | 0.35% | Q2 2018 | Q2 2019 | 5 |
Waypoint Wealth Partners Inc. | 3 | 2 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.76% | 1.08% | 1.70% | Q4 2021 | Q4 2022 | 5 |
Henry James International Management Inc. | 5 | 5 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q4 2021 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Melvin Capital Management LP | 3 | 1 | 0.25% | 1.74% | 2.89% | Q3 2018 | Q1 2022 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
HERON FINANCIAL GROUP, LLC | 5 | 5 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q2 2021 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.33% | 0.97% | Q1 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2022 | 5 |
AlpInvest Partners B.V. | 5 | 5 | 1.34% | 4.79% | 9.68% | Q2 2018 | Q2 2019 | 5 |
Zimmer Partners, LP | 3 | 2 | 0.21% | 0.44% | 0.56% | Q2 2018 | Q3 2021 | 5 |
Quadrant Private Wealth Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q2 2021 | 5 |
PICTET ASSET MANAGEMENT SA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Parkwood LLC | 5 | 5 | 0.08% | 0.18% | 0.23% | Q3 2018 | Q3 2019 | 5 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Golden Green, Inc. | 5 | 5 | 0.35% | 0.68% | 1.42% | Q4 2020 | Q4 2021 | 5 |
Verde Capital Management | 5 | 5 | 0.56% | 0.83% | 1.04% | Q3 2022 | Q3 2023 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 5 |
PineBridge Investments, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 5 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.35% | 0.83% | Q2 2018 | Q3 2023 | 5 |
TFC Financial Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.06% | 0.25% | 0.54% | Q3 2021 | Q3 2023 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Nixon Capital, LLC | 5 | 5 | 3.72% | 4.97% | 6.81% | Q2 2022 | Q2 2023 | 5 |
Occidental Asset Management, LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q3 2019 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
FIDUCIARY TRUST CO | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 5 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 5 |
CARILLON TOWER ADVISERS, INC. | 3 | 2 | 0.18% | 0.28% | 0.39% | Q2 2018 | Q4 2020 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 5 | 5 | 0.72% | 1.79% | 2.97% | Q2 2018 | Q2 2019 | 5 |
Yorktown Management & Research Co Inc | 3 | 2 | 0.16% | 0.21% | 0.28% | Q2 2021 | Q2 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 1 | 0.05% | 0.10% | 0.16% | Q1 2019 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.01% | 0.11% | 0.21% | Q3 2022 | Q3 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2020 | 5 |
FIRST MERCANTILE TRUST CO | 3 | 2 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.17% | 0.30% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 5 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.21% | 0.33% | 0.49% | Q4 2019 | Q1 2020 | 5 |
Trellus Management Company, LLC | 2 | 1 | 0.14% | 1.64% | 3.30% | Q4 2018 | Q4 2022 | 5 |
180 WEALTH ADVISORS, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
OAKMONT Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
East Coast Asset Management, LLC. | 5 | 5 | 3.35% | 3.94% | 4.89% | Q3 2018 | Q3 2019 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.08% | 0.20% | Q1 2022 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 5 | 5 | 0.18% | 0.23% | 0.31% | Q4 2020 | Q4 2021 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q4 2021 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.04% | 0.20% | Q2 2018 | Q1 2022 | 5 |
FRIESS ASSOCIATES LLC | 2 | 1 | 0.04% | 1.17% | 1.95% | Q2 2018 | Q4 2021 | 5 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 5 | 5 | 0.09% | 0.72% | 1.28% | Q2 2018 | Q2 2019 | 5 |
Asset Planning Services, Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Claar Advisors LLC | 4 | 4 | 1.19% | 1.29% | 1.34% | Q2 2018 | Q1 2019 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.05% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 4 |
One River Asset Management, LLC | 2 | 2 | 0.01% | 0.13% | 0.48% | Q4 2022 | Q1 2023 | 4 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
CVA Family Office, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Long Focus Capital Management, LLC | 4 | 4 | 0.22% | 0.46% | 0.59% | Q2 2022 | Q1 2023 | 4 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.07% | 0.13% | 0.21% | Q2 2019 | Q1 2020 | 4 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.16% | 0.32% | Q4 2020 | Q1 2023 | 4 |
A.R.T. Advisors, LLC | 3 | 1 | 0.08% | 0.19% | 0.42% | Q3 2018 | Q4 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Lee Capital Holdings LLC | 3 | 1 | 0.42% | 1.29% | 2.08% | Q2 2018 | Q2 2021 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pendal Group Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
HighPoint Advisor Group LLC | 4 | 4 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Catamount Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Pentwater Capital Management LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q4 2020 | 4 |
BP PLC | 4 | 4 | 0.05% | 0.07% | 0.12% | Q3 2019 | Q2 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.08% | 0.19% | Q4 2020 | Q2 2023 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Paragon Advisors, LLC | 4 | 4 | 0.50% | 0.56% | 0.66% | Q2 2020 | Q1 2021 | 4 |
Asset Management Resources, LLC | 3 | 1 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 4 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 5.47% | 6.30% | 6.87% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
LAKE STREET FINANCIAL LLC | 4 | 4 | 0.08% | 0.16% | 0.23% | Q1 2019 | Q4 2019 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q2 2020 | 4 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
HOERTKORN RICHARD CHARLES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Flossbach von Storch AG Zurich | 4 | 4 | 1.59% | 3.15% | 5.06% | Q3 2019 | Q2 2020 | 4 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Bridgewater Associates | 2 | 2 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
COLUMBUS POINT LLP | 4 | 4 | 0.72% | 4.11% | 6.04% | Q4 2020 | Q3 2021 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MILLER WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Joho Capital | 4 | 4 | 2.88% | 4.04% | 5.15% | Q1 2019 | Q4 2019 | 4 |
CIGNA INVESTMENTS INC /NEW | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sciencast Management LP | 2 | 1 | 0.04% | 0.16% | 0.37% | Q4 2019 | Q1 2022 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Saber Capital Managment, LLC | 4 | 4 | 1.49% | 4.42% | 12.09% | Q4 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Coatue Management | 3 | 1 | 0.06% | 3.05% | 4.98% | Q2 2018 | Q3 2019 | 4 |
Technology Crossover Management VII, Ltd. | 3 | 1 | 27.49% | 28.01% | 28.78% | Q2 2018 | Q3 2021 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.24% | 0.30% | 0.37% | Q1 2021 | Q4 2021 | 4 |
WINTON GROUP Ltd | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 4 |
Ruffer LLP | 4 | 4 | 0.01% | 0.09% | 0.24% | Q1 2021 | Q4 2021 | 4 |
FORA Capital, LLC | 2 | 2 | 0.04% | 0.53% | 0.84% | Q2 2020 | Q2 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 4 |
Berry Street Capital Management LLP | 4 | 4 | 0.15% | 0.29% | 0.43% | Q1 2021 | Q4 2021 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q4 2019 | 4 |
Quent Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Icon Wealth Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.02% | 1.45% | 2.36% | Q2 2020 | Q1 2021 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.11% | 0.18% | 0.34% | Q1 2020 | Q1 2021 | 4 |
Lakestar (G.P.) Ltd | 4 | 4 | 0.00% | 25.00% | 100.00% | Q4 2018 | Q3 2019 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.42% | 0.83% | Q2 2020 | Q1 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2021 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
black-and-white Capital LP | 3 | 1 | 0.86% | 3.33% | 4.76% | Q2 2018 | Q4 2020 | 4 |
Contrarius Investment Management Ltd | 2 | 2 | 0.49% | 1.45% | 2.84% | Q2 2018 | Q4 2022 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Force Hill Capital Management LP | 4 | 4 | 1.25% | 1.77% | 2.04% | Q4 2021 | Q3 2022 | 4 |
Crestwood Capital Management, L.P. | 4 | 4 | 1.88% | 4.02% | 5.88% | Q2 2021 | Q1 2022 | 4 |
Simplify Asset Management Inc. | 3 | 3 | 0.04% | 0.10% | 0.24% | Q4 2020 | Q2 2021 | 4 |
Lomas Capital Management, LLC | 4 | 4 | 4.80% | 5.69% | 7.10% | Q2 2018 | Q1 2019 | 4 |
EMS Capital LP | 4 | 4 | 1.27% | 2.68% | 4.50% | Q2 2018 | Q1 2019 | 4 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.10% | 0.23% | 0.43% | Q4 2018 | Q1 2020 | 4 |
Interchange Capital Partners, LLC | 2 | 2 | 0.40% | 0.48% | 0.56% | Q4 2020 | Q1 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Saban Capital Group LLC | 4 | 4 | 1.37% | 1.71% | 2.05% | Q4 2018 | Q3 2019 | 4 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.24% | 0.61% | 0.92% | Q3 2019 | Q3 2020 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 4 |
CAPITAL INTERNATIONAL LTD /CA/ | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Wealth Alliance | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.14% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MetLife Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
ADVISORY RESEARCH INC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 4 |
Alta Park Capital, LP | 3 | 1 | 2.10% | 3.42% | 5.77% | Q2 2018 | Q4 2019 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Pactiv General Employee Benefit Trust | 4 | 4 | 0.61% | 0.86% | 1.02% | Q3 2020 | Q2 2021 | 4 |
Wallace Capital Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Arrow Capital Management, LLC | 3 | 3 | 0.34% | 3.72% | 7.14% | Q4 2020 | Q2 2021 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Knights of Columbus Asset Advisors LLC | 3 | 3 | 0.16% | 0.30% | 0.47% | Q2 2020 | Q4 2020 | 3 |
Technology Crossover Management XI, Ltd. | 3 | 3 | 71.45% | 90.48% | 100.00% | Q1 2023 | Q3 2023 | 3 |
Kavi Asset Management, LP | 2 | 2 | 2.90% | 3.35% | 3.74% | Q2 2018 | Q3 2018 | 3 |
Symphony Financial, Ltd. Co. | 2 | 1 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q1 2021 | 3 |
NuWave Investment Management, LLC | 3 | 3 | 0.38% | 0.51% | 0.59% | Q1 2022 | Q3 2022 | 3 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.46% | 0.72% | 0.95% | Q2 2020 | Q4 2020 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.22% | 0.25% | 0.29% | Q3 2018 | Q2 2021 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Concourse Capital Management, LLC | 3 | 3 | 0.85% | 2.08% | 3.10% | Q2 2018 | Q4 2018 | 3 |
Metavasi Capital LP | 2 | 1 | 1.05% | 1.92% | 3.40% | Q4 2022 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.31% | 0.33% | 0.35% | Q1 2021 | Q2 2023 | 3 |
BWCP, LP | 3 | 3 | 4.33% | 4.75% | 5.00% | Q1 2023 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.04% | 0.26% | 0.44% | Q1 2019 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Maven Securities LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 3 |
OAKBROOK INVESTMENTS LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q4 2019 | 3 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Capital Group Investment Management Pte. Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gulf International Bank (UK) Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
HRS Investment Holdings, LLC | 3 | 3 | 1.25% | 1.26% | 1.27% | Q2 2018 | Q4 2018 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
Bellevue Group AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
COLUMBUS CIRCLE INVESTORS | 2 | 1 | 0.41% | 0.55% | 0.66% | Q2 2018 | Q4 2020 | 3 |
Palestra Capital Management LLC | 2 | 1 | 0.33% | 2.53% | 4.59% | Q2 2018 | Q1 2023 | 3 |
Sustainable Growth Advisers, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TSFG, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Everhart Financial Group, Inc. | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
First Trust Bank, Ltd. | 3 | 3 | 2.23% | 3.22% | 4.03% | Q1 2021 | Q3 2021 | 3 |
Aubrey Capital Management Ltd | 3 | 3 | 3.13% | 3.20% | 3.25% | Q3 2020 | Q1 2021 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 3 |
Noked Capital LTD | 3 | 3 | 0.10% | 0.15% | 0.24% | Q3 2021 | Q1 2022 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.07% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 3 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Ziegler Capital Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.91% | 1.44% | 2.24% | Q1 2020 | Q4 2021 | 3 |
PointState Capital LP | 3 | 3 | 0.22% | 0.57% | 0.86% | Q1 2019 | Q3 2019 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.17% | 0.32% | 0.42% | Q1 2020 | Q3 2020 | 3 |
Noked Israel Ltd | 3 | 3 | 0.10% | 0.15% | 0.24% | Q3 2021 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 3 |
Infusive Asset Management Inc. | 3 | 3 | 1.10% | 1.40% | 1.83% | Q4 2020 | Q2 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.12% | 0.29% | 0.45% | Q1 2020 | Q1 2021 | 3 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 3 | 3 | 4.64% | 7.15% | 8.66% | Q3 2020 | Q1 2021 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2020 | Q4 2020 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.28% | 0.37% | 0.49% | Q1 2023 | Q3 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
ASTURIAS CAPITAL LLC | 2 | 1 | 2.15% | 3.28% | 3.98% | Q2 2018 | Q3 2019 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.04% | 0.26% | 0.60% | Q4 2021 | Q3 2023 | 3 |
Ascendant Capital Management, LLC | 2 | 2 | 0.13% | 0.85% | 1.47% | Q4 2020 | Q1 2021 | 3 |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.58% | 0.67% | 0.77% | Q1 2021 | Q3 2021 | 3 |
THUNDERBIRD PARTNERS LLP | 3 | 3 | 8.39% | 9.11% | 9.53% | Q2 2021 | Q4 2021 | 3 |
Teton Capital Partners | 3 | 3 | 2.84% | 4.84% | 8.04% | Q2 2022 | Q4 2022 | 3 |
AO Asset Management, LP | 2 | 1 | 1.31% | 2.06% | 2.56% | Q2 2018 | Q4 2021 | 3 |
Myriad Asset Management Ltd. | 2 | 1 | 1.25% | 3.30% | 4.56% | Q2 2018 | Q1 2019 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.32% | 0.44% | 0.57% | Q2 2018 | Q2 2019 | 3 |
Oak Thistle LLC | 1 | 1 | 0.15% | 0.46% | 0.94% | Q1 2022 | Q1 2023 | 3 |
Ovata Capital Management Ltd | 3 | 3 | 0.33% | 1.62% | 2.82% | Q4 2019 | Q2 2020 | 3 |
SpiderRock Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.31% | 0.39% | 0.43% | Q2 2022 | Q4 2022 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.08% | 0.22% | 0.40% | Q3 2023 | Q3 2023 | 3 |
Checchi Capital Advisers, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Norman Fields, Gottscho Capital Management, LLC | 3 | 3 | 0.16% | 0.24% | 0.35% | Q4 2021 | Q2 2022 | 3 |
Contour Asset Management LLC | 3 | 3 | 5.54% | 6.04% | 6.46% | Q1 2023 | Q3 2023 | 3 |
Islet Management, LP | 1 | 1 | 0.40% | 0.79% | 1.47% | Q1 2019 | Q3 2021 | 3 |
TEACHERS ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.15% | 0.21% | 0.25% | Q4 2019 | Q2 2020 | 3 |
Artemis Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.14% | 0.42% | Q4 2018 | Q3 2020 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.20% | 0.41% | 0.67% | Q4 2018 | Q4 2019 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
David J Yvars Group | 3 | 3 | 1.79% | 2.46% | 2.82% | Q1 2023 | Q3 2023 | 3 |
DCF Advisers, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Regis Acquisition Inc. | 3 | 3 | 3.18% | 3.27% | 3.35% | Q1 2023 | Q3 2023 | 3 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.20% | 0.35% | Q1 2019 | Q3 2020 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Numerai GP LLC | 2 | 1 | 0.08% | 0.46% | 0.72% | Q4 2022 | Q3 2023 | 3 |
Optimus Prime Fund Management Co., Ltd. | 3 | 3 | 0.14% | 0.20% | 0.25% | Q1 2020 | Q3 2020 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Adalta Capital Management LLC | 2 | 1 | 0.08% | 0.27% | 0.42% | Q1 2019 | Q1 2021 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2019 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.24% | 1.00% | 1.71% | Q2 2018 | Q2 2021 | 3 |
Capital Research Global Investors | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ValueAct Holdings | 3 | 3 | 4.36% | 4.58% | 4.89% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.36% | 1.10% | 1.50% | Q3 2018 | Q4 2018 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.16% | 1.23% | 1.27% | Q1 2023 | Q3 2023 | 3 |
MONETTA FINANCIAL SERVICES INC | 3 | 3 | 0.62% | 0.68% | 0.74% | Q2 2020 | Q4 2020 | 3 |
ACT II MANAGEMENT, LP | 3 | 3 | 0.84% | 3.40% | 4.85% | Q2 2018 | Q4 2018 | 3 |
JAT Capital Mgmt LP | 3 | 3 | 0.12% | 1.53% | 4.20% | Q1 2023 | Q3 2023 | 3 |
NexWave Capital Partners LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2020 | Q3 2020 | 2 |
TB Alternative Assets Ltd. | 1 | 1 | 0.03% | 0.43% | 0.82% | Q4 2018 | Q2 2020 | 2 |
APIS CAPITAL ADVISORS, LLC | 2 | 2 | 2.08% | 2.29% | 2.50% | Q2 2019 | Q3 2019 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 0.95% | 1.46% | 1.96% | Q1 2020 | Q2 2020 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.74% | 0.80% | 0.86% | Q2 2023 | Q3 2023 | 2 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 2 |
Seaport Global Advisors, LLC | 1 | 1 | 1.08% | 1.29% | 1.51% | Q4 2021 | Q3 2023 | 2 |
Cerebellum GP, LLC | 2 | 2 | 0.17% | 0.22% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.99% | 2.32% | 3.66% | Q4 2018 | Q1 2019 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 1.38% | 1.45% | 1.52% | Q2 2023 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Invesco Private Capital | 2 | 2 | 0.11% | 0.16% | 0.20% | Q2 2018 | Q3 2018 | 2 |
MYDA Advisors LLC | 2 | 2 | 0.68% | 1.34% | 1.99% | Q2 2018 | Q3 2018 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
12 West Capital Management LP | 2 | 2 | 0.76% | 0.78% | 0.80% | Q2 2022 | Q3 2022 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q1 2023 | 2 |
Resolute Capital Asset Partners LLC | 2 | 2 | 1.94% | 2.57% | 3.20% | Q2 2022 | Q3 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.03% | 0.14% | 0.26% | Q4 2019 | Q2 2021 | 2 |
Calixto Global Investors, LP | 2 | 2 | 7.54% | 9.66% | 11.79% | Q2 2018 | Q3 2018 | 2 |
Lyon Street Capital, LLC | 2 | 2 | 0.63% | 1.74% | 2.85% | Q2 2020 | Q3 2020 | 2 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Leap Investments LP | 1 | 1 | 0.36% | 0.43% | 0.51% | Q3 2019 | Q1 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Grisanti Capital Management LLC | 2 | 2 | 1.51% | 1.56% | 1.62% | Q1 2019 | Q2 2019 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 0.25% | 0.69% | 1.13% | Q1 2021 | Q1 2023 | 2 |
GQG Partners LLC | 2 | 2 | 0.31% | 0.70% | 1.09% | Q2 2018 | Q3 2018 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q4 2020 | Q1 2021 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.66% | 0.70% | 0.74% | Q3 2018 | Q4 2018 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Nicollet Investment Management, Inc. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
New World Advisors LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Caprock Group, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Alta Advisers Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q4 2020 | 2 |
PEAK6 Group LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2018 | 2 |
Quarry LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.19% | 0.42% | 0.64% | Q2 2019 | Q3 2020 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.73% | 0.75% | 0.77% | Q1 2021 | Q2 2021 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
D1 Capital Partners L.P. | 1 | 1 | 0.05% | 0.85% | 1.64% | Q4 2018 | Q3 2021 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.33% | 0.50% | 0.66% | Q4 2021 | Q1 2022 | 2 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.44% | 0.86% | Q2 2020 | Q3 2021 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.12% | 0.18% | 0.23% | Q4 2020 | Q1 2022 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.50% | 0.59% | 0.68% | Q2 2023 | Q3 2023 | 2 |
ADAMCAPITAL Gestao de Recursos Ltda. | 2 | 2 | 1.61% | 1.78% | 1.96% | Q3 2018 | Q4 2018 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.90% | 1.10% | 1.29% | Q4 2022 | Q1 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.22% | 0.35% | 0.48% | Q2 2018 | Q3 2018 | 2 |
III Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Skylands Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2019 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 2 |
NVWM, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Duquesne Family Office | 2 | 2 | 0.06% | 0.35% | 0.64% | Q1 2019 | Q2 2019 | 2 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.53% | 0.77% | 1.01% | Q4 2018 | Q2 2020 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
Harspring Capital Management, LLC | 1 | 1 | 0.52% | 0.72% | 0.92% | Q1 2022 | Q3 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.13% | 0.21% | 0.29% | Q2 2020 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
AGF Investments LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Barrier Capital Management, LLC | 2 | 2 | 5.34% | 5.96% | 6.58% | Q2 2023 | Q3 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Verdad Advisers, LP | 2 | 2 | 0.70% | 1.08% | 1.47% | Q2 2023 | Q3 2023 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.15% | 0.19% | 0.24% | Q4 2022 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Zenyatta Capital Management LP | 1 | 1 | 0.88% | 1.36% | 1.84% | Q4 2021 | Q4 2022 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 1.69% | 2.10% | 2.51% | Q4 2018 | Q1 2019 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 2 | 2 | 1.27% | 1.27% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.02% | 0.26% | 0.50% | Q4 2020 | Q1 2022 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
McCarthy Asset Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Jackson Square Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Ardmore Road Asset Management LP | 1 | 1 | 1.71% | 2.68% | 3.66% | Q3 2022 | Q3 2023 | 2 |
Woodson Capital Management, LP | 2 | 2 | 1.07% | 1.26% | 1.45% | Q2 2018 | Q3 2018 | 2 |
Evolution Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.00% | 0.16% | 0.31% | Q2 2018 | Q2 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
EPIQ Capital Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 7.91% | 8.11% | 8.32% | Q2 2018 | Q3 2018 | 2 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 1.50% | 1.82% | 2.13% | Q3 2020 | Q2 2021 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
PFM Health Sciences, LP | 2 | 2 | 0.91% | 0.99% | 1.08% | Q2 2018 | Q3 2018 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Jeneq Management LP | 2 | 2 | 2.19% | 3.72% | 5.25% | Q3 2019 | Q4 2019 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 2 |
Capital Impact Advisors, LLC | 1 | 1 | 0.75% | 1.12% | 1.49% | Q2 2021 | Q4 2021 | 2 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.59% | 0.64% | 0.69% | Q2 2018 | Q3 2018 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
COWEN INC. | 2 | 2 | 0.30% | 0.70% | 1.10% | Q2 2018 | Q3 2018 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.55% | 1.41% | 2.28% | Q2 2018 | Q3 2018 | 2 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.26% | 0.47% | Q3 2018 | Q2 2021 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 1.68% | 1.77% | 1.87% | Q2 2018 | Q3 2018 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2020 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.51% | 0.64% | 0.78% | Q2 2018 | Q1 2019 | 2 |
JSF Financial, LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2020 | Q3 2020 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.11% | 0.63% | 1.15% | Q1 2021 | Q2 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pacific Wealth Strategies Group, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 2 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 1.38% | 1.80% | 2.22% | Q1 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.19% | 0.36% | Q4 2019 | Q2 2021 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2018 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Human Investing LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Brookfield Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q2 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cannell Capital | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q4 2023 | 2 |
Partner Investment Management, L.P. | 2 | 2 | 1.24% | 1.35% | 1.46% | Q2 2018 | Q3 2018 | 2 |
MAKENA CAPITAL MANAGEMENT LLC | 2 | 2 | 2.54% | 2.59% | 2.64% | Q4 2019 | Q1 2020 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q4 2018 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.18% | 0.54% | 0.88% | Q3 2018 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Miura Global Management | 2 | 2 | 3.38% | 3.77% | 4.16% | Q2 2018 | Q3 2018 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2021 | Q4 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
6elm Capital LP | 1 | 1 | 8.74% | 8.74% | 8.74% | Q1 2022 | Q1 2022 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2018 | Q2 2018 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2020 | Q2 2020 | 1 |
Corbin Capital Partners, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hudson Way Capital Management LLC | 1 | 1 | 4.84% | 4.84% | 4.84% | Q3 2023 | Q3 2023 | 1 |
King Wealth Management Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Opera Trading Capital | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
GFG Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avondale Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
AXS Investments LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ThornTree Capital Partners LP | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2022 | Q1 2022 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
WT Wealth Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FCF Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
NatWest Group plc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Columbia Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 4.90% | 4.90% | 4.90% | Q4 2021 | Q4 2021 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2018 | Q3 2018 | 1 |
MANA Advisors LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2019 | Q3 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Odey Holdings AG | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2018 | Q2 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
North Peak Capital Management, LLC | 1 | 1 | 11.70% | 11.70% | 11.70% | Q2 2020 | Q2 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
SoftBank Group | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 14.28% | 14.28% | 14.28% | Q4 2019 | Q4 2019 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Tredje AP-fonden | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 4.82% | 4.82% | 4.82% | Q3 2018 | Q3 2018 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alkeon Capital Management | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Trustees of Princeton University | 1 | 1 | 5.58% | 5.58% | 5.58% | Q2 2018 | Q2 2018 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 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 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2019 | Q2 2019 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | 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% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2019 | Q4 2019 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2020 | Q2 2020 | 1 |
MMBG INVESTMENT ADVISORS CO. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pertento Partners LLP | 1 | 1 | 10.12% | 10.12% | 10.12% | Q4 2021 | Q4 2021 | 1 |
Brown University | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
Styrax Capital, LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q1 2023 | Q1 2023 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Interval Partners, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
Gainplan LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Park West Asset Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2018 | Q4 2018 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.93% | 2.93% | 2.93% | Q2 2019 | Q2 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Future Fund LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2022 | Q3 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 14.07% | 14.07% | 14.07% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Sparta 24 Ltd. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2023 | Q1 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 3.81% | 3.81% | 3.81% | Q2 2020 | Q2 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Doman Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q2 2018 | Q2 2018 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 2.41% | 2.41% | 2.41% | Q2 2023 | Q2 2023 | 1 |
Tabor Asset Management, LP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2021 | Q4 2021 | 1 |
Spruce House Partnership LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Voss Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2019 | Q1 2019 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Anson Funds Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 2.26% | 2.26% | 2.26% | Q1 2023 | Q1 2023 | 1 |
SQN Investors LP | 1 | 1 | 3.45% | 3.45% | 3.45% | Q1 2019 | Q1 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Perpetual Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Alphabet Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2018 | Q3 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
ALLEN HOLDING INC /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2020 | Q3 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Flat Footed LLC | 1 | 1 | 8.50% | 8.50% | 8.50% | Q4 2021 | Q4 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ALLEN OPERATIONS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KCL Capital, L.P. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2019 | Q2 2019 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2018 | Q2 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Par Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Junto Capital Management LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARYLAND CAPITAL ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Olympiad Research LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2023 | Q3 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q1 2023 | Q1 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
TAGStone Capital, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2023 | Q2 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AJO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Kepos Capital LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SPOTIFY TECHNOLOGY S A or have owned SPOTIFY TECHNOLOGY S A in the past.