NEW RELIC, INC. - 64829B100
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | New | 5,566,383 | 476,593 | 0.01% | — | 1 | +5,566,383 | New | Q3 2023 | Dec 18, 2023 |
| FIL Ltd | History | New | 2,540,674 | 217,532 | 0.26% | — | 2 | +2,540,674 | New | Q3 2023 | Nov 13, 2023 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 2,375,335 | 203,376 | 0.04% | — | 3 | +2,375,335 | New | Q3 2023 | Nov 14, 2023 |
| Champlain Investment Partners, LLC | History | New | 1,979,589 | 169,492 | 1.1% | — | 4 | +1,979,589 | New | Q3 2023 | Nov 13, 2023 |
| Pentwater Capital Management LP | History | New | 1,949,000 | 166,873 | 0.9% | — | 5 | +1,949,000 | New | Q3 2023 | Nov 14, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 1,307,640 | 111,960 | 0.23% | — | 6 | +1,307,640 | New | Q3 2023 | Nov 14, 2023 |
| Contour Asset Management LLC | History | New | 1,192,188 | 102,075 | 4.86% | — | 7 | +1,192,188 | New | Q3 2023 | Nov 14, 2023 |
| Magnetar Financial LLC | History | New | 1,148,323 | 98,319 | 2.51% | — | 8 | +1,148,323 | New | Q3 2023 | Nov 14, 2023 |
| Clearbridge Investments, LLC | History | New | 946,863 | 81,070 | 0.08% | — | 9 | +946,863 | New | Q3 2023 | Nov 13, 2023 |
| STATE STREET CORP | History | New | 883,794 | 75,670 | 0.0% | — | 10 | +883,794 | New | Q3 2023 | Nov 14, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 803,288 | 68,789 | 0.01% | — | 11 | +803,288 | New | Q3 2023 | Nov 13, 2023 |
| FMR LLC | History | New | 699,593 | 59,899 | 0.01% | — | 12 | +699,593 | New | Q3 2023 | Nov 13, 2023 |
| Neuberger Berman Group LLC | History | New | 683,969 | 58,562 | 0.05% | — | 13 | +683,969 | New | Q3 2023 | Nov 14, 2023 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 657,100 | 56,261 | 1.68% | — | 14 | +657,100 | New | Q3 2023 | Nov 06, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | New | 655,935 | 56,161 | 0.03% | — | 15 | +655,935 | New | Q3 2023 | Nov 14, 2023 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 634,641 | 54,337 | 0.86% | — | 16 | +634,641 | New | Q3 2023 | Nov 14, 2023 |
| Man Group plc | History | New | 603,099 | 51,637 | 0.16% | — | 17 | +603,099 | New | Q3 2023 | Nov 14, 2023 |
| TUDOR INVESTMENT CORP ET AL | History | New | 567,760 | 48,611 | 0.49% | — | 18 | +567,760 | New | Q3 2023 | Nov 15, 2023 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 563,800 | 48,273 | 0.08% | — | 19 | +563,800 | New | Q3 2023 | Nov 14, 2023 |
| Qube Research & Technologies Ltd | History | New | 518,245 | 44,372 | 0.12% | — | 20 | +518,245 | New | Q3 2023 | Nov 13, 2023 |
| Assenagon Asset Management S.A. | History | New | 482,238 | 41,289 | 0.13% | — | 21 | +482,238 | New | Q3 2023 | Nov 06, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 466,945 | 39,979 | 0.01% | — | 22 | +466,945 | New | Q3 2023 | Nov 08, 2023 |
| MORGAN STANLEY | History | New | 457,011 | 39,129 | 0.0% | — | 23 | +457,011 | New | Q3 2023 | Nov 15, 2023 |
| UBS Group AG | History | New | 421,747 | 36,109 | 0.01% | — | 24 | +421,747 | New | Q3 2023 | Nov 09, 2023 |
| BANK OF AMERICA CORP /DE/ | History | New | 419,349 | 35,904 | 0.0% | — | 25 | +419,349 | New | Q3 2023 | Nov 14, 2023 |
| Woodline Partners LP | History | New | 402,000 | 34,419 | 0.4% | — | 26 | +402,000 | New | Q3 2023 | Nov 14, 2023 |
| CITADEL ADVISORS LLC | History | New | 390,145 | 33,404 | 0.01% | — | 27 | +390,145 | New | Q3 2023 | Nov 14, 2023 |
| Schonfeld Strategic Advisors LLC | History | New | 334,702 | 28,657 | 0.22% | — | 28 | +334,702 | New | Q3 2023 | Nov 14, 2023 |
| Bank of New York Mellon Corp | History | New | 327,384 | 28,030 | 0.01% | — | 29 | +327,384 | New | Q3 2023 | Oct 24, 2023 |
| NORTHERN TRUST CORP | History | New | 299,568 | 25,649 | 0.0% | — | 30 | +299,568 | New | Q3 2023 | Nov 13, 2023 |
| GOLDMAN SACHS GROUP INC | History | New | 278,034 | 23,805 | 0.01% | — | 31 | +278,034 | New | Q3 2023 | May 15, 2024 |
| ALLIANCEBERNSTEIN L.P. | History | New | 261,442 | 22,384 | 0.01% | — | 32 | +261,442 | New | Q3 2023 | Nov 14, 2023 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 254,393 | 21,781 | 0.1% | — | 33 | +254,393 | New | Q3 2023 | Nov 13, 2023 |
| GABELLI FUNDS LLC | History | New | 254,350 | 21,777 | 0.18% | — | 34 | +254,350 | New | Q3 2023 | Nov 08, 2023 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 242,947 | 20,801 | 0.09% | — | 35 | +242,947 | New | Q3 2023 | Nov 06, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 219,700 | 18,810 | 0.0% | — | 36 | +219,700 | New | Q3 2023 | Nov 14, 2023 |
| AQR Arbitrage LLC | History | New | 202,136 | 17,306 | 0.78% | — | 37 | +202,136 | New | Q3 2023 | Nov 14, 2023 |
| Parallax Volatility Advisers, L.P. | History | New | 200,009 | 17,124 | 0.04% | — | 38 | +200,009 | New | Q3 2023 | Nov 14, 2023 |
| AMERICAN CENTURY COMPANIES INC | History | New | 197,217 | 16,885 | 0.01% | — | 39 | +197,217 | New | Q3 2023 | Nov 13, 2023 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 190,764 | 16,333 | 0.18% | — | 40 | +190,764 | New | Q3 2023 | Nov 08, 2023 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 172,314 | 14,753 | 0.03% | — | 41 | +172,314 | New | Q3 2023 | Nov 14, 2023 |
| Capula Management Ltd | History | New | 163,919 | 14,034 | 0.29% | — | 42 | +163,919 | New | Q3 2023 | Nov 03, 2023 |
| HSBC HOLDINGS PLC | History | New | 152,602 | 13,068 | 0.01% | — | 43 | +152,602 | New | Q3 2023 | Nov 13, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 145,000 | 12,414 | 0.05% | — | 44 | +145,000 | New | Q3 2023 | Nov 13, 2023 |
| Swiss National Bank | History | New | 123,497 | 10,573 | 0.01% | — | 45 | +123,497 | New | Q3 2023 | Nov 08, 2023 |
| BARCLAYS PLC | History | New | 107,659 | 9,217 | 0.01% | — | 46 | +107,659 | New | Q3 2023 | Mar 26, 2026 |
| Invesco Ltd. | History | New | 106,960 | 9,157 | 0.0% | — | 47 | +106,960 | New | Q3 2023 | Nov 13, 2023 |
| AMERIPRISE FINANCIAL INC | History | New | 104,014 | 8,905 | 0.0% | — | 48 | +104,014 | New | Q3 2023 | Nov 14, 2023 |
| DEUTSCHE BANK AG\ | History | New | 103,357 | 8,849 | 0.01% | — | 49 | +103,357 | New | Q3 2023 | Nov 24, 2023 |
| Alberta Investment Management Corp | History | New | 103,300 | 8,844 | 0.09% | — | 50 | +103,300 | New | Q3 2023 | Nov 14, 2023 |
| Centiva Capital, LP | History | New | 100,203 | 8,579 | 0.19% | — | 51 | +100,203 | New | Q3 2023 | Nov 14, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | History | New | 96,857 | 8,292 | 0.0% | — | 52 | +96,857 | New | Q3 2023 | Nov 13, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 89,901 | 7,697 | 0.02% | — | 53 | +89,901 | New | Q3 2023 | Nov 14, 2023 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 89,466 | 7,660 | 0.01% | — | 54 | +89,466 | New | Q3 2023 | Nov 02, 2023 |
| FIRST TRUST ADVISORS LP | History | New | 81,360 | 6,966 | 0.01% | — | 55 | +81,360 | New | Q3 2023 | Nov 13, 2023 |
| MARSHALL WACE, LLP | History | New | 80,222 | 6,868 | 0.01% | — | 56 | +80,222 | New | Q3 2023 | Nov 14, 2023 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 76,864 | 6,581 | 0.03% | — | 57 | +76,864 | New | Q3 2023 | Dec 19, 2023 |
| RHUMBLINE ADVISERS | History | New | 76,583 | 6,556 | 0.01% | — | 58 | +76,583 | New | Q3 2023 | Nov 09, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 62,174 | 5,323 | 0.01% | — | 59 | +62,174 | New | Q3 2023 | Nov 14, 2023 |
| Calamos Advisors LLC | History | New | 60,000 | 5,137 | 0.03% | — | 60 | +60,000 | New | Q3 2023 | Oct 26, 2023 |
| NewEdge Wealth, LLC | History | New | 58,485 | 5,007 | 0.16% | — | 61 | +58,485 | New | Q3 2023 | Nov 08, 2023 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 57,869 | 4,954 | 0.03% | — | 62 | +57,869 | New | Q3 2023 | Oct 31, 2023 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 56,539 | 4,840 | 0.01% | — | 63 | +56,539 | New | Q3 2023 | Nov 08, 2023 |
| Verition Fund Management LLC | History | New | 54,883 | 4,699 | 0.05% | — | 64 | +54,883 | New | Q3 2023 | Nov 14, 2023 |
| Legal & General Group Plc | History | New | 54,264 | 4,646 | 0.0% | — | 65 | +54,264 | New | Q3 2023 | Nov 14, 2023 |
| Madison Asset Management, LLC | History | New | 51,990 | 4,451 | 0.07% | — | 66 | +51,990 | New | Q3 2023 | Nov 13, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 47,400 | 4,058 | 0.01% | — | 67 | +47,400 | New | Q3 2023 | Oct 08, 2025 |
| Walleye Capital LLC | History | New | 47,202 | 4,041 | 0.01% | — | 68 | +47,202 | New | Q3 2023 | Nov 21, 2023 |
| TimesSquare Capital Management, LLC | History | New | 46,700 | 3,998 | 0.06% | — | 69 | +46,700 | New | Q3 2023 | Nov 17, 2023 |
| JPMORGAN CHASE & CO | History | New | 45,565 | 3,901 | 0.0% | — | 70 | +45,565 | New | Q3 2023 | Nov 14, 2023 |
| BANK OF MONTREAL /CAN/ | History | New | 40,500 | 3,459 | 0.0% | — | 71 | +40,500 | New | Q3 2023 | Nov 01, 2023 |
| Hudson Bay Capital Management LP | History | New | 40,000 | 3,424 | 0.03% | — | 72 | +40,000 | New | Q3 2023 | Nov 14, 2023 |
| ING GROEP NV | History | New | 38,900 | 3,330 | 0.03% | — | 73 | +38,900 | New | Q3 2023 | Oct 27, 2023 |
| Carmignac Gestion | History | New | 37,980 | 3,251 | 0.06% | — | 74 | +37,980 | New | Q3 2023 | Nov 29, 2023 |
| Gotham Asset Management, LLC | History | New | 35,129 | 3,007 | 0.06% | — | 75 | +35,129 | New | Q3 2023 | Nov 14, 2023 |
| MACQUARIE GROUP LTD | History | New | 34,939 | 2,991 | 0.0% | — | 76 | +34,939 | New | Q3 2023 | Nov 14, 2023 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 34,500 | 2,953 | 0.0% | — | 77 | +34,500 | New | Q3 2023 | Nov 09, 2023 |
| SEI INVESTMENTS CO | History | New | 31,688 | 2,713 | 0.0% | — | 78 | +31,688 | New | Q3 2023 | Nov 14, 2023 |
| State of New Jersey Common Pension Fund D | History | New | 31,609 | 2,706 | 0.01% | — | 79 | +31,609 | New | Q3 2023 | Nov 08, 2023 |
| Bridgewater Associates, LP | History | New | 31,413 | 2,689 | 0.02% | — | 80 | +31,413 | New | Q3 2023 | Nov 13, 2023 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 29,972 | 2,566 | 0.02% | — | 81 | +29,972 | New | Q3 2023 | Nov 09, 2023 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 26,494 | 2,268 | 0.0% | — | 82 | +26,494 | New | Q3 2023 | Nov 09, 2023 |
| JANUS HENDERSON GROUP PLC | History | New | 26,164 | 2,240 | 0.0% | — | 83 | +26,164 | New | Q3 2023 | Nov 14, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 25,248 | 2,161 | 0.0% | — | 84 | +25,248 | New | Q3 2023 | Feb 07, 2025 |
| Walleye Trading LLC | History | New | 25,200 | 2,157 | 0.01% | — | 85 | +25,200 | New | Q3 2023 | Nov 21, 2023 |
| ALGERT GLOBAL LLC | History | New | 24,766 | 2,120 | 0.1% | — | 86 | +24,766 | New | Q3 2023 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | New | 21,800 | 1,866 | 0.0% | — | 87 | +21,800 | New | Q3 2023 | Nov 14, 2023 |
| ExodusPoint Capital Management, LP | History | New | 18,834 | 1,613 | 0.02% | — | 88 | +18,834 | New | Q3 2023 | Nov 13, 2023 |
| Jefferies Financial Group Inc. | History | New | 18,657 | 1,597 | 0.01% | — | 89 | +18,657 | New | Q3 2023 | Nov 14, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 16,109 | 1,379 | 0.0% | — | 90 | +16,109 | New | Q3 2023 | Oct 23, 2023 |
| Arizona State Retirement System | History | New | 15,995 | 1,369 | 0.01% | — | 91 | +15,995 | New | Q3 2023 | Nov 07, 2023 |
| Quantinno Capital Management LP | History | New | 15,963 | 1,367 | 0.06% | — | 92 | +15,963 | New | Q3 2023 | Nov 14, 2023 |
| GAMCO INVESTORS, INC. ET AL | History | New | 15,463 | 1,323 | 0.02% | — | 93 | +15,463 | New | Q3 2023 | Nov 08, 2023 |
| Caprock Group, LLC | History | New | 12,769 | 1,093 | 0.08% | — | 94 | +12,769 | New | Q3 2023 | Oct 18, 2023 |
| CITIGROUP INC | History | New | 12,421 | 1,063 | 0.0% | — | 95 | +12,421 | New | Q3 2023 | Dec 06, 2023 |
| Squarepoint Ops LLC | History | New | 12,366 | 1,058 | 0.0% | — | 96 | +12,366 | New | Q3 2023 | Nov 14, 2023 |
| Diversified Trust Co | History | New | 12,306 | 1,053 | 0.04% | — | 97 | +12,306 | New | Q3 2023 | Nov 17, 2023 |
| Rockefeller Capital Management L.P. | History | New | 12,303 | 1,053 | 0.0% | — | 98 | +12,303 | New | Q3 2023 | Nov 14, 2023 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 11,450 | 980 | 0.0% | — | 99 | +11,450 | New | Q3 2023 | Oct 25, 2023 |
| Allen Investment Management LLC | History | New | 10,931 | 935 | 0.01% | — | 100 | +10,931 | New | Q3 2023 | Nov 13, 2023 |
| SIMPLEX TRADING, LLC | History | New | 10,917 | 934 | 0.0% | — | 101 | +10,917 | New | Q3 2023 | Nov 01, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 10,825 | 926 | 0.01% | — | 102 | +10,825 | New | Q3 2023 | Nov 13, 2023 |
| Trexquant Investment LP | History | New | 10,480 | 897 | 0.02% | — | 103 | +10,480 | New | Q3 2023 | Nov 13, 2023 |
| ProShare Advisors LLC | History | New | 10,241 | 876 | 0.0% | — | 104 | +10,241 | New | Q3 2023 | Nov 13, 2023 |
| STRS OHIO | History | New | 10,132 | 867 | 0.0% | — | 105 | +10,132 | New | Q3 2023 | Oct 26, 2023 |
| D. E. Shaw & Co., Inc. | History | New | 10,000 | 856 | 0.0% | — | 106 | +10,000 | New | Q3 2023 | Nov 14, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | New | 9,349 | 800 | 0.0% | — | 107 | +9,349 | New | Q3 2023 | Nov 14, 2023 |
| Engineers Gate Manager LP | History | New | 8,610 | 737 | 0.03% | — | 108 | +8,610 | New | Q3 2023 | Nov 14, 2023 |
| XPONANCE, INC. | History | New | 8,114 | 694 | 0.01% | — | 109 | +8,114 | New | Q3 2023 | Oct 24, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 7,023 | 601 | 0.0% | — | 110 | +7,023 | New | Q3 2023 | Nov 06, 2023 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 6,947 | 594 | 0.0% | — | 111 | +6,947 | New | Q3 2023 | Nov 02, 2023 |
| Pictet Asset Management Holding SA | History | New | 6,663 | 570 | 0.0% | — | 112 | +6,663 | New | Q3 2023 | Nov 14, 2023 |
| GUGGENHEIM CAPITAL LLC | History | New | 6,272 | 537 | 0.0% | — | 113 | +6,272 | New | Q3 2023 | Nov 14, 2023 |
| JANE STREET GROUP, LLC | History | New | 5,683 | 486 | 0.0% | — | 114 | +5,683 | New | Q3 2023 | Nov 15, 2023 |
| WELLS FARGO & COMPANY/MN | History | New | 5,624 | 481 | 0.0% | — | 115 | +5,624 | New | Q3 2023 | Nov 13, 2023 |
| Tower Research Capital LLC (TRC) | History | New | 5,515 | 472 | 0.01% | — | 116 | +5,515 | New | Q3 2023 | Nov 14, 2023 |
| Stratos Wealth Partners, LTD. | History | New | 5,341 | 457 | 0.01% | — | 117 | +5,341 | New | Q3 2023 | Oct 24, 2023 |
| NATIXIS | History | New | 5,000 | 428 | 0.0% | — | 118 | +5,000 | New | Q3 2023 | Nov 14, 2023 |
| Cresset Asset Management, LLC | History | New | 4,431 | 379 | 0.0% | — | 119 | +4,431 | New | Q3 2023 | Nov 14, 2023 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 4,349 | 372 | 0.0% | — | 120 | +4,349 | New | Q3 2023 | Oct 31, 2023 |
| Brevan Howard Capital Management LP | History | New | 4,172 | 357 | 0.0% | — | 121 | +4,172 | New | Q3 2023 | Nov 14, 2023 |
| LPL Financial LLC | History | New | 3,954 | 338 | 0.0% | — | 122 | +3,954 | New | Q3 2023 | Nov 13, 2023 |
| Creative Planning | History | New | 3,911 | 334 | 0.0% | — | 123 | +3,911 | New | Q3 2023 | Nov 16, 2023 |
| Maryland State Retirement & Pension System | History | New | 3,900 | 333 | 0.01% | — | 124 | +3,900 | New | Q3 2023 | Oct 24, 2023 |
| Candriam S.C.A. | History | New | 3,677 | 314 | 0.0% | — | 125 | +3,677 | New | Q3 2023 | Nov 13, 2023 |
| Asset Management One Co., Ltd. | History | New | 3,614 | 309 | 0.0% | — | 126 | +3,614 | New | Q3 2023 | Oct 19, 2023 |
| MetLife Investment Management, LLC | History | New | 3,449 | 295 | 0.0% | — | 127 | +3,449 | New | Q3 2023 | May 09, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 3,398 | 290 | 0.0% | — | 128 | +3,398 | New | Q3 2023 | Nov 13, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,375 | 288 | 0.0% | — | 129 | +3,375 | New | Q3 2023 | Nov 14, 2023 |
| Utah Retirement Systems | History | New | 3,000 | 256 | 0.0% | — | 130 | +3,000 | New | Q3 2023 | Nov 14, 2023 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,929 | 250 | 0.01% | — | 131 | +2,929 | New | Q3 2023 | Nov 08, 2023 |
| IHT Wealth Management, LLC | History | New | 2,884 | 246 | 0.01% | — | 132 | +2,884 | New | Q3 2023 | Nov 14, 2023 |
| Kestra Advisory Services, LLC | History | New | 2,856 | 244 | 0.0% | — | 133 | +2,856 | New | Q3 2023 | Nov 13, 2023 |
| Mariner, LLC | History | New | 2,767 | 236 | 0.0% | — | 134 | +2,767 | New | Q3 2023 | Nov 13, 2023 |
| Parallel Advisors, LLC | History | New | 2,683 | 229 | 0.01% | — | 135 | +2,683 | New | Q3 2023 | May 20, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,508 | 214 | 0.01% | — | 136 | +2,508 | New | Q3 2023 | Nov 02, 2023 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,471 | 211 | 0.01% | — | 137 | +2,471 | New | Q3 2023 | Nov 08, 2023 |
| ROYAL BANK OF CANADA | History | New | 1,925 | 165 | 0.0% | — | 138 | +1,925 | New | Q3 2023 | Nov 14, 2023 |
| OSAIC HOLDINGS, INC. | History | New | 1,014 | 86 | 0.0% | — | 139 | +1,014 | New | Q3 2023 | Nov 13, 2023 |
| Russell Investments Group, Ltd. | History | New | 722 | 61 | 0.0% | — | 140 | +722 | New | Q3 2023 | Nov 13, 2023 |
| US BANCORP \DE\ | History | New | 664 | 56 | 0.0% | — | 141 | +664 | New | Q3 2023 | Nov 03, 2023 |
| Steward Partners Investment Advisory, LLC | History | New | 615 | 52 | 0.0% | — | 142 | +615 | New | Q3 2023 | Nov 13, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 558 | 47 | 0.0% | — | 143 | +558 | New | Q3 2023 | Nov 13, 2023 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 348 | 29 | 0.0% | — | 144 | +348 | New | Q3 2023 | Feb 14, 2024 |
| Pacer Advisors, Inc. | History | New | 242 | 20 | 0.0% | — | 146 | +242 | New | Q3 2023 | Nov 13, 2023 |
| COMERICA BANK | History | New | 237 | 20 | 0.0% | — | 145 | +237 | New | Q3 2023 | Nov 21, 2023 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 200 | 17 | 0.0% | — | 147 | +200 | New | Q3 2023 | Oct 10, 2023 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 200 | 17 | 0.0% | — | 148 | +200 | New | Q3 2023 | Nov 02, 2023 |
| Ancora Advisors, LLC | History | New | 200 | 17 | 0.0% | — | 149 | +200 | New | Q3 2023 | Nov 14, 2023 |
| IFP Advisors, Inc | History | New | 155 | 13 | 0.0% | — | 150 | +155 | New | Q3 2023 | Oct 12, 2023 |
| SIGNATUREFD, LLC | History | New | 133 | 11 | 0.0% | — | 151 | +133 | New | Q3 2023 | Nov 03, 2023 |
| LOOMIS SAYLES & CO L P | History | New | 115 | 10 | 0.0% | — | 152 | +115 | New | Q3 2023 | Nov 09, 2023 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 93 | 7 | 0.0% | — | 153 | +93 | New | Q3 2023 | Nov 13, 2023 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | History | New | 60 | 5 | 0.0% | — | 155 | +60 | New | Q3 2023 | Nov 07, 2023 |
| Baker Avenue Asset Management, LP | History | New | 59 | 5 | 0.0% | — | 154 | +59 | New | Q3 2023 | Nov 15, 2023 |
| HARBOUR INVESTMENTS, INC. | History | New | 30 | 2 | 0.0% | — | 156 | +30 | New | Q3 2023 | Nov 15, 2023 |
| Allworth Financial LP | History | New | 30 | 2 | 0.0% | — | 157 | +30 | New | Q3 2023 | Oct 31, 2023 |
| FEDERATED HERMES, INC. | History | New | 23 | 1 | 0.0% | — | 159 | +23 | New | Q3 2023 | Nov 13, 2023 |
| HUNTINGTON NATIONAL BANK | History | New | 19 | 1 | 0.0% | — | 158 | +19 | New | Q3 2023 | Nov 08, 2023 |
| Federation des caisses Desjardins du Quebec | History | New | 15 | 1 | 0.0% | — | 160 | +15 | New | Q3 2023 | Aug 15, 2024 |
| Global Retirement Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2023 | Oct 13, 2023 |