Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARD ASSOCIATES INC | 42 | 42 | 1.06% | 1.47% | 1.96% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.70% | 1.39% | 2.44% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
VANGUARD GROUP INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
CAPITAL MANAGEMENT CORP /VA | 39 | 39 | 0.22% | 1.93% | 4.00% | Q1 2014 | Q3 2023 | 39 |
EARNEST PARTNERS LLC | 24 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
Mork Capital Management, LLC | 36 | 36 | 0.46% | 1.26% | 2.25% | Q4 2014 | Q3 2023 | 36 |
Teton Advisors, Inc. | 34 | 34 | 0.06% | 0.30% | 0.51% | Q2 2015 | Q3 2023 | 34 |
Cubic Asset Management, LLC | 32 | 32 | 0.08% | 0.11% | 0.16% | Q4 2015 | Q3 2023 | 32 |
ROYCE & ASSOCIATES LP | 30 | 30 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 27 | 27 | 0.20% | 0.67% | 0.92% | Q2 2013 | Q4 2019 | 27 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 17 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 25 |
FMR LLC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Moors & Cabot, Inc. | 14 | 1 | 0.01% | 0.10% | 0.28% | Q1 2014 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 20 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 24 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
FIL Ltd | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Granite Investment Partners, LLC | 21 | 21 | 0.01% | 0.08% | 0.14% | Q3 2014 | Q3 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
BROWN BROTHERS HARRIMAN & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2017 | 20 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 19 |
LSV ASSET MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
BANK OF AMERICA CORP /DE/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 14 |
FEDERATED HERMES, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 12 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.21% | 0.40% | 0.60% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 10 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
STATE STREET CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 7 |
MSI Financial Services Inc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
SEIZERT CAPITAL PARTNERS, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 7 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DELPHI MANAGEMENT INC /MA/ | 6 | 6 | 0.29% | 0.32% | 0.37% | Q4 2016 | Q1 2018 | 6 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 5 |
ZPR Investment Management | 5 | 5 | 0.45% | 0.53% | 0.62% | Q4 2016 | Q4 2017 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.04% | 0.05% | 0.10% | Q2 2017 | Q1 2021 | 5 |
GLOBEFLEX CAPITAL L P | 4 | 4 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.33% | 0.40% | 0.42% | Q4 2016 | Q3 2017 | 4 |
Aristides Capital LLC | 4 | 4 | 0.33% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2020 | Q3 2021 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
EAM Investors, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.10% | 0.25% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
GOLDMAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Mesirow Financial Investment Management, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2021 | Q2 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ACME UTD CORP or have owned ACME UTD CORP in the past.