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Name Holding Trade Value Shares
Change
Change in
Stake
PA
2001
PSI Advisors
Florida
$1.68K – – –
AG
2002
AmeriFlex Group
Nevada
$1.34K +$1.37K +3 New
FAI
2003
Fiduciary Advisors Inc
Missouri
$1.26K +$1.37K +3 New
RWM
2004
Rialto Wealth Management
New York
$1.26K +$1.37K +3 New
Parallax Volatility Advisers
2005
Parallax Volatility Advisers
California
$1.26K -$953K -2,091 -100%
NL
2006
NVWM LLC
Pennsylvania
$1.26K -$3.19K -7 -70%
AWM
2007
Activest Wealth Management
Florida
$837 +$911 +2 New
SMAM
2008
Sugar Maple Asset Management
Wisconsin
$837 +$911 +2 New
NMG
2009
New Millennium Group
Utah
$457 – – –
YAL
2010
Your Advocates Ltd
Texas
$432 – – –
BIM
2011
Breakwater Investment Management
Washington
$419 – – –
AFS
2012
Anderson Financial Strategies
Ohio
$419 +$456 +1 New
WPL
2013
Winder Pte Ltd
Singapore
– -$2.42B -5,083,319 Closed
IGAM
2014
iA Global Asset Management
Quebec, Canada
– -$84.4M -176,922 Closed
ICP
2015
Ilex Capital Partners
United Kingdom
– -$59.8M -125,356 Closed
BTCPP
2016
Border to Coast Pensions Partnership
United Kingdom
– -$55M -115,673 Closed
AI
2017
Axiom Investors
Connecticut
– -$41.1M -86,097 Closed
Renaissance Technologies
2018
Renaissance Technologies
New York
– -$37.8M -79,300 Closed
HF
2019
HRT Financial
New York
– -$27.3M -57,150 Closed
MFS
2020
Mirabella Financial Services
United Kingdom
– -$18M -37,764 Closed
LOAME
2021
Lombard Odier Asset Management (Europe)
United Kingdom
– -$11.6M -24,224 Closed
TCM
2022
Tybourne Capital Management
Hong Kong
– -$9.18M -19,255 Closed
UC
2023
Unio Capital
New Jersey
– -$7.43M -15,579 Closed
FTDI
2024
First Trust Direct Indexing
Massachusetts
– -$7.34M -15,389 Closed
KRSITF
2025
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$6.79M -14,233 Closed