| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
| Raffles Associates | 21 | 15 | 0.06% | 0.37% | 1.25% | Q2 2013 | Q3 2023 | 36 |
| WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
| Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
| UBS Group AG | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 26 |
| JFS WEALTH ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| GEODE CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
| SHEPHERD KAPLAN KROCHUK, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
| ADVISORY RESEARCH INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
| Renaissance Technologies | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| BANK OF AMERICA CORP /DE/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 16 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
| MORGAN STANLEY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 14 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 13 |
| VANGUARD GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
| TWO SIGMA ADVISERS, LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| INGALLS & SNYDER LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
| ACADIAN ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 9 |
| JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
| Round Hill Asset Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
| OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 6 |
| CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
| MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
| UBS AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 4 |
| NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
| Virtu Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
| BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
| DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
| Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| McAdams Wright Ragen, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Zuckerman Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2011 | Q1 2011 | 1 |
| Alambic Investment Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
| BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
| Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own AVALON HLDGS CORP or have owned AVALON HLDGS CORP in the past.