Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 47 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.01% | 0.13% | Q1 2020 | Q3 2023 | 45 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 44 |
WOLVERINE TRADING, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 37 |
Walleye Trading LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 36 |
PEAK6 Investments LLC | 13 | 13 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 11 | 11 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q1 2023 | 32 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 31 |
TWO SIGMA INVESTMENTS, LP | 7 | 5 | 0.00% | 0.03% | 0.13% | Q2 2020 | Q2 2023 | 23 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 23 |
UBS Group AG | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 22 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BAMCO INC /NY/ | 18 | 18 | 0.02% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.06% | 0.20% | Q1 2020 | Q3 2023 | 17 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 9 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q4 2022 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.02% | 0.36% | 0.95% | Q3 2019 | Q3 2023 | 17 |
ARK Investment Management | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Man Group plc | 10 | 2 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 16 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
BlackRock Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 10 | 10 | 0.01% | 1.06% | 3.12% | Q1 2020 | Q2 2022 | 15 |
TWO SIGMA SECURITIES, LLC | 7 | 7 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q4 2022 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MENORA MIVTACHIM HOLDINGS LTD. | 15 | 15 | 0.06% | 0.46% | 1.03% | Q1 2020 | Q3 2023 | 15 |
Renaissance Technologies | 15 | 15 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Analyst IMS Investment Management Services Ltd. | 15 | 15 | 0.39% | 1.35% | 4.05% | Q1 2020 | Q3 2023 | 15 |
Legal & General Group Plc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Taylor Frigon Capital Management LLC | 15 | 15 | 0.88% | 2.10% | 4.26% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.13% | 0.28% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bullseye Asset Management LLC | 14 | 14 | 0.18% | 0.52% | 0.92% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HAP Trading, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 14 |
Penserra Capital Management LLC | 14 | 14 | 0.03% | 0.20% | 0.82% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Engineers Gate Manager LP | 8 | 5 | 0.02% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 13 | 13 | 0.01% | 0.03% | 0.15% | Q2 2020 | Q2 2023 | 13 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 13 | 13 | 0.01% | 0.05% | 0.21% | Q3 2020 | Q3 2023 | 13 |
TOTH FINANCIAL ADVISORY CORP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Invesco Ltd. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Bartlett & Co. LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ProShare Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
IMC-Chicago, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 13 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.01% | 0.09% | 0.33% | Q3 2019 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.01% | 0.08% | 0.19% | Q4 2019 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.12% | 0.32% | Q3 2020 | Q3 2023 | 13 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 13 |
Arkadios Wealth Advisors | 13 | 13 | 0.00% | 0.15% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Bristlecone Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ADIRONDACK TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BRIGHTLIGHT CAPITAL MANAGEMENT LP | 9 | 3 | 1.74% | 10.42% | 17.16% | Q4 2019 | Q3 2023 | 12 |
SteelPeak Wealth, LLC | 8 | 8 | 0.00% | 0.08% | 0.20% | Q3 2020 | Q2 2022 | 12 |
Phoenix Holdings Ltd. | 12 | 12 | 0.02% | 0.46% | 1.34% | Q3 2019 | Q2 2022 | 12 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Clal Insurance Enterprises Holdings Ltd | 10 | 2 | 0.02% | 0.15% | 0.64% | Q2 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 10 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Larson Financial Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
SEI INVESTMENTS CO | 8 | 3 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Baillie Gifford | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
GROUP ONE TRADING, L.P. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 11 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 11 |
Qube Research & Technologies Ltd | 6 | 5 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Bayesian Capital Management, LP | 7 | 4 | 0.02% | 0.11% | 0.23% | Q2 2020 | Q2 2023 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LAZARD ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 9 | 1 | 0.00% | 0.05% | 0.33% | Q3 2020 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q4 2021 | 10 |
Deer VII & Co. Ltd. | 10 | 10 | 74.89% | 94.43% | 100.00% | Q2 2019 | Q3 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
HSBC HOLDINGS PLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Cedar Mountain Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 10 |
Cambridge Investment Research Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Potrero Capital Research LLC | 9 | 1 | 0.52% | 2.77% | 5.89% | Q3 2019 | Q3 2023 | 10 |
DekaBank Deutsche Girozentrale | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.11% | 0.24% | Q2 2020 | Q2 2023 | 10 |
NORGES BANK | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 9 |
Vontobel Holding Ltd. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 8 | 1 | 0.03% | 0.07% | 0.22% | Q2 2020 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 8 | 1 | 0.03% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
SPHERA FUNDS MANAGEMENT LTD. | 6 | 2 | 0.28% | 0.75% | 1.67% | Q2 2019 | Q2 2021 | 9 |
HighTower Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 9 |
Sutton Wealth Advisors Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 3 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
TUDOR INVESTMENT CORP ET AL | 6 | 3 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2021 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 9 |
Tidal Investments LLC | 5 | 4 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q4 2021 | 9 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Avory & Company, LLC | 9 | 9 | 0.48% | 6.01% | 14.46% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Elite Wealth Management, Inc. | 8 | 8 | 0.03% | 0.15% | 0.23% | Q3 2020 | Q2 2022 | 8 |
Nuveen Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 8 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.20% | 0.40% | Q1 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ASHFORD CAPITAL MANAGEMENT INC | 8 | 8 | 1.12% | 2.83% | 5.09% | Q2 2020 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Independent Advisor Alliance | 8 | 8 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q2 2022 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 8 | 8 | 0.00% | 0.06% | 0.17% | Q3 2020 | Q2 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Prestige Wealth Management Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Deer Management Co. LLC | 8 | 8 | 1.65% | 2.75% | 4.22% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2022 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Jefferies Group LLC | 4 | 2 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q1 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.01% | 0.12% | 0.27% | Q1 2020 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
RIVERBRIDGE PARTNERS LLC | 7 | 7 | 0.19% | 0.64% | 1.02% | Q1 2021 | Q3 2022 | 7 |
Noked Israel Ltd | 6 | 1 | 0.32% | 6.21% | 14.38% | Q4 2019 | Q3 2021 | 7 |
Sands Capital Management | 7 | 7 | 0.19% | 0.49% | 0.73% | Q4 2020 | Q2 2022 | 7 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 7 |
Noked Capital LTD | 6 | 1 | 0.32% | 6.21% | 14.38% | Q4 2019 | Q3 2021 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 7 | 0.09% | 0.14% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.08% | 0.25% | 0.38% | Q4 2020 | Q2 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.04% | 0.16% | 0.34% | Q3 2020 | Q1 2022 | 7 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.09% | 0.32% | Q2 2020 | Q3 2022 | 7 |
First Horizon Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.04% | 0.14% | 0.22% | Q3 2020 | Q1 2022 | 7 |
Olympiad Research LP | 4 | 3 | 0.11% | 0.24% | 0.42% | Q4 2021 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q2 2022 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 1 | 0.00% | 0.06% | 0.13% | Q2 2020 | Q1 2023 | 7 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.15% | 0.23% | Q2 2020 | Q4 2021 | 7 |
SRS Investment Management, LLC | 7 | 7 | 2.00% | 2.83% | 3.63% | Q3 2020 | Q1 2022 | 7 |
Altshuler Shaham Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.06% | 0.18% | 0.37% | Q4 2020 | Q2 2022 | 7 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.06% | 0.20% | 0.65% | Q2 2019 | Q3 2023 | 7 |
Eventide Asset Management | 6 | 6 | 0.64% | 1.46% | 1.76% | Q2 2020 | Q3 2021 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MACQUARIE GROUP LTD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.12% | 0.23% | 0.38% | Q3 2020 | Q4 2021 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Ion Asset Management Ltd. | 6 | 6 | 2.32% | 4.36% | 6.25% | Q2 2019 | Q3 2020 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Mezzasalma Advisors, LLC | 6 | 6 | 0.25% | 0.53% | 0.73% | Q4 2020 | Q1 2022 | 6 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.16% | 0.56% | Q1 2020 | Q4 2022 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q2 2023 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Freemont Management S.A. | 3 | 3 | 0.01% | 0.28% | 0.76% | Q1 2021 | Q3 2022 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.07% | 0.11% | Q3 2020 | Q3 2022 | 6 |
IPG Investment Advisors LLC | 6 | 6 | 0.07% | 0.17% | 0.30% | Q4 2020 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
RBF Capital, LLC | 5 | 1 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 6 |
TSFG, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.09% | 0.45% | 0.86% | Q3 2020 | Q4 2021 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
EAGLE GLOBAL ADVISORS LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Kent Lake Capital LLC | 4 | 2 | 1.20% | 3.60% | 4.64% | Q4 2020 | Q3 2023 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2022 | 6 |
MCF Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2022 | 6 |
State of Tennessee, Treasury Department | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Kore Private Wealth LLC | 4 | 1 | 0.20% | 0.43% | 0.69% | Q3 2020 | Q2 2022 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Values First Advisors, Inc. | 5 | 5 | 0.19% | 0.26% | 0.35% | Q3 2020 | Q3 2021 | 5 |
ION Crossover Partners Ltd | 5 | 5 | 10.30% | 63.69% | 97.76% | Q3 2020 | Q3 2021 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
Synergy Financial Group, LTD | 4 | 1 | 0.38% | 0.52% | 0.65% | Q4 2021 | Q1 2023 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Accuvest Global Advisors | 5 | 5 | 0.12% | 0.21% | 0.30% | Q1 2021 | Q1 2022 | 5 |
XTX Topco Ltd | 3 | 1 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 5 |
Jackson Square Partners, LLC | 5 | 5 | 0.00% | 0.95% | 1.50% | Q4 2020 | Q4 2021 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
CSat Investment Advisory, L.P. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WFA Asset Management Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 5 | 0.15% | 0.28% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Evolutionary Tree Capital Management, LLC | 5 | 5 | 1.34% | 2.17% | 3.26% | Q1 2022 | Q1 2023 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Inspire Investing, LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2021 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
IAM Advisory, LLC | 2 | 2 | 0.22% | 0.50% | 0.79% | Q4 2020 | Q4 2021 | 4 |
Accel London III Associates L.P. | 4 | 4 | 100.00% | 100.00% | 100.00% | Q3 2019 | Q2 2020 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.20% | 0.29% | 0.33% | Q4 2020 | Q3 2021 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 4 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q1 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2021 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 3 | 1 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q1 2022 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.15% | 0.29% | 0.62% | Q1 2021 | Q2 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.25% | 0.40% | Q1 2020 | Q4 2020 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Maven Securities LTD | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2021 | 4 |
XR Securities LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q4 2021 | 4 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 4 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 2 | 2 | 0.05% | 0.16% | 0.30% | Q1 2021 | Q1 2022 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.17% | 0.21% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2021 | 4 |
Axel Capital Management, LLC | 4 | 4 | 0.25% | 2.26% | 5.28% | Q2 2020 | Q1 2021 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 4 |
TFC Financial Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
G2 Investment Partners Management LLC | 4 | 4 | 0.90% | 1.59% | 2.49% | Q1 2020 | Q4 2020 | 4 |
PITCAIRN CO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Covestor Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Candlestick Capital Management LP | 2 | 2 | 0.10% | 0.50% | 0.82% | Q3 2020 | Q4 2021 | 4 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ADVISORY RESEARCH INC | 3 | 1 | 0.03% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2021 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 4 | 15.09% | 18.24% | 22.06% | Q2 2020 | Q1 2021 | 4 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.11% | 0.16% | 0.18% | Q3 2020 | Q3 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.17% | 0.34% | 0.49% | Q3 2020 | Q2 2021 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Pier Capital, LLC | 4 | 4 | 0.57% | 0.90% | 1.20% | Q1 2020 | Q4 2020 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2020 | 4 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
HAMILTON LANE ADVISORS LLC | 2 | 1 | 0.04% | 0.19% | 0.50% | Q4 2020 | Q1 2022 | 3 |
Strategic Vision Investment Ltd | 3 | 3 | 0.09% | 0.28% | 0.58% | Q2 2020 | Q4 2020 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q4 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
NEXT CENTURY GROWTH INVESTORS LLC | 3 | 3 | 0.30% | 0.69% | 1.09% | Q1 2020 | Q3 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.11% | 0.18% | 0.21% | Q4 2020 | Q2 2021 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 3 |
EAM Global Investors LLC | 3 | 3 | 0.81% | 1.10% | 1.29% | Q2 2020 | Q4 2020 | 3 |
CERTUITY, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q4 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Nishkama Capital, LLC | 3 | 3 | 0.60% | 2.54% | 5.94% | Q4 2019 | Q2 2020 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.08% | 0.25% | Q4 2020 | Q2 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
HighPoint Advisor Group LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 3 |
Honeycomb Asset Management LP | 2 | 2 | 0.76% | 1.69% | 2.42% | Q3 2021 | Q4 2021 | 3 |
Legal Advantage Investments, Inc. | 3 | 3 | 0.71% | 0.75% | 0.78% | Q4 2020 | Q2 2021 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Chimera Capital Management LLC | 3 | 3 | 0.08% | 0.34% | 0.55% | Q2 2022 | Q4 2022 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3 | 3 | 0.32% | 0.59% | 0.80% | Q1 2021 | Q3 2021 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CNA FINANCIAL CORP | 3 | 3 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q4 2020 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.58% | 0.79% | 0.94% | Q3 2020 | Q1 2021 | 3 |
Gunderson Capital Management Inc. | 3 | 3 | 0.86% | 1.40% | 2.10% | Q2 2020 | Q4 2020 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Vestcor Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Night Owl Capital Management, LLC | 3 | 3 | 0.98% | 1.05% | 1.12% | Q1 2021 | Q3 2021 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Granahan Investment Management | 3 | 3 | 0.35% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cipher Capital LP | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Tenzing Global Management, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2019 | Q4 2019 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.24% | 0.40% | Q3 2020 | Q1 2021 | 3 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
LMR Partners LLP | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Renaissance Capital LLC | 2 | 1 | 0.37% | 0.69% | 1.16% | Q1 2021 | Q4 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.39% | 0.43% | 0.50% | Q3 2020 | Q1 2021 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.90% | 1.03% | 1.17% | Q2 2019 | Q3 2019 | 2 |
Bell Bank | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Whetstone Capital Advisors, LLC | 2 | 2 | 2.17% | 2.38% | 2.59% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Ergoteles LLC | 1 | 1 | 0.09% | 0.14% | 0.20% | Q1 2021 | Q3 2021 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capital International Investors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Trellus Management Company, LLC | 1 | 1 | 0.17% | 0.27% | 0.38% | Q1 2021 | Q4 2021 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Korea Investment CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Builders Union LLP | 2 | 2 | 10.42% | 10.88% | 11.35% | Q3 2022 | Q4 2022 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.11% | 0.22% | 0.33% | Q2 2021 | Q2 2023 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.18% | 0.33% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.75% | 1.85% | 1.95% | Q4 2020 | Q3 2021 | 2 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Delta Investment Management, LLC | 2 | 2 | 1.11% | 1.16% | 1.22% | Q4 2020 | Q1 2021 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Lattice Capital Management, LLC | 2 | 2 | 0.04% | 0.27% | 0.50% | Q4 2021 | Q1 2022 | 2 |
Insight Folios Inc | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Atom Investors LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2023 | 2 |
WCM INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q2 2022 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Hitchwood Capital Management LP | 1 | 1 | 0.16% | 0.35% | 0.55% | Q3 2020 | Q2 2021 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.14% | 0.22% | Q1 2021 | Q3 2021 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Woodline Partners LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q2 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
O'Shares Investment Advisers, LLC | 2 | 2 | 0.52% | 0.56% | 0.59% | Q1 2021 | Q2 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 0.07% | 0.15% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Stony Point Capital LLC | 2 | 2 | 1.30% | 1.79% | 2.28% | Q2 2021 | Q3 2021 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
L & S Advisors Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.33% | 0.35% | 0.37% | Q4 2020 | Q1 2021 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Monaco Asset Management SAM | 2 | 2 | 0.09% | 0.16% | 0.24% | Q4 2022 | Q1 2023 | 2 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2022 | Q2 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Antipodean Advisors LLC | 2 | 2 | 0.67% | 1.16% | 1.64% | Q4 2020 | Q1 2021 | 2 |
Alta Wealth Advisors LLC | 2 | 2 | 0.34% | 0.40% | 0.47% | Q2 2021 | Q3 2021 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q4 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Maxi Investments CY Ltd | 2 | 2 | 0.24% | 0.29% | 0.34% | Q4 2021 | Q1 2022 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
FALCON POINT CAPITAL, LLC | 2 | 2 | 2.57% | 2.87% | 3.17% | Q3 2020 | Q4 2020 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Achmea Investment Management B.V. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Perpetual Investment Management Ltd | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 2 | 2 | 0.50% | 0.55% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Asset Management One Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Hidden Lake Asset Management LP | 2 | 2 | 4.45% | 4.82% | 5.20% | Q2 2020 | Q3 2020 | 2 |
Capital Impact Advisors, LLC | 1 | 1 | 0.35% | 1.37% | 2.38% | Q2 2021 | Q4 2021 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Paul John Balson | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
KPS Global Asset Management UK Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Paradiem, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ATOMVEST Ltd | 1 | 1 | 5.10% | 5.10% | 5.10% | Q2 2021 | Q2 2021 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Invictus RG | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 24.76% | 24.76% | 24.76% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Metavasi Capital LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMALGAMATED BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Blackstone Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BloombergSen Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sylebra Capital Ltd | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
StepStone Group LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2019 | Q2 2019 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2019 | Q2 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Power Corp of Canada | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIK Capital, LP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Karani Asset Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Samson Rock Capital LLP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2021 | Q3 2021 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Provenire Capital, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2021 | Q1 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Steadview Capital Management LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2021 | Q2 2021 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Triumph Capital Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
MetLife Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Linden Rose Investment LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2021 | Q3 2021 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
DIKER MANAGEMENT LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2021 | Q2 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own FIVERR INTL LTD or have owned FIVERR INTL LTD in the past.