Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 44 | 44 | 0.01% | 0.02% | 0.07% | Q4 2012 | Q3 2023 | 44 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 32 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
CITIGROUP INC | 36 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
AQR Capital Management | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
BlackRock Inc. | 28 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 32 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Invesco Ltd. | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 8 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 34 |
KBC Group NV | 24 | 9 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 33 |
Legal & General Group Plc | 30 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
PANAGORA ASSET MANAGEMENT INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
COMERICA BANK | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Mitsubishi UFJ Trust & Banking Corp | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2020 | 31 |
QUADRANT CAPITAL GROUP LLC | 26 | 4 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 23 | 1 | 0.00% | 0.02% | 0.09% | Q4 2011 | Q1 2021 | 29 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 25 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 27 |
PROFUND ADVISORS LLC | 20 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
AMERICAN NATIONAL INSURANCE CO | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2021 | 26 |
DekaBank Deutsche Girozentrale | 16 | 2 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2021 | 26 |
World Asset Management Inc | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
CREDIT SUISSE AG/ | 25 | 25 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2019 | 25 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
FMR LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 24 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 24 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 19 |
DELTEC ASSET MANAGEMENT LLC | 13 | 6 | 0.09% | 0.18% | 0.34% | Q3 2015 | Q3 2023 | 19 |
Texas Yale Capital Corp. | 12 | 7 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2021 | 19 |
Advisors Asset Management, Inc. | 12 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 18 |
TRILOGY GLOBAL ADVISORS LP | 18 | 18 | 0.54% | 1.13% | 1.99% | Q3 2014 | Q4 2018 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2017 | 18 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.00% | 0.18% | 0.50% | Q2 2016 | Q3 2023 | 17 |
Gilman Hill Asset Management, LLC | 17 | 17 | 0.10% | 0.21% | 0.41% | Q3 2014 | Q3 2018 | 17 |
HSBC HOLDINGS PLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Global X Management CO LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 16 | 16 | 0.04% | 0.27% | 0.47% | Q2 2013 | Q1 2017 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 16 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 16 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 16 | 0.01% | 0.08% | 0.42% | Q2 2013 | Q1 2017 | 16 |
AXA S.A. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2015 | 15 |
Investors Research Corp | 15 | 15 | 0.19% | 0.32% | 0.51% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
Gemmer Asset Management LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
BLACKROCK ADVISORS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Daiwa Securities Group Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 13 |
Brandywine Global Investment Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
NATIXIS ADVISORS, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
NAPLES GLOBAL ADVISORS, LLC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2016 | Q3 2019 | 12 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CASTLEARK MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 11 |
Allianz Asset Management GmbH | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 11 |
OppenheimerFunds, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q3 2017 | Q4 2019 | 10 |
First Trust Direct Indexing L.P. | 6 | 4 | 0.09% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
LSV ASSET MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Banco BTG Pactual S.A. | 3 | 1 | 0.07% | 0.53% | 1.12% | Q4 2016 | Q1 2022 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
BlackRock Institutional Trust Company, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
EULAV Asset Management | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 8 |
Advisor Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Itau USA Asset Management Inc. | 8 | 8 | 0.00% | 0.54% | 1.57% | Q2 2014 | Q1 2016 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2022 | 8 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 8 |
CREDIT AGRICOLE S A | 6 | 2 | 0.00% | 0.23% | 0.62% | Q3 2015 | Q3 2017 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 1 | 0.00% | 0.12% | 0.93% | Q2 2014 | Q1 2019 | 8 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Ethic Inc. | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2015 | 7 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 7 |
State of New Jersey Common Pension Fund D | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 7 |
Ativo Capital Management LLC | 7 | 7 | 0.12% | 0.18% | 0.26% | Q1 2016 | Q3 2017 | 7 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 7 |
INCA Investments LLC | 6 | 1 | 0.36% | 1.08% | 2.27% | Q2 2013 | Q1 2020 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mizuho Trust & Banking Co., Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 7 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
GW&K Investment Management, LLC | 6 | 6 | 0.08% | 0.12% | 0.18% | Q1 2019 | Q2 2020 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2019 | 6 |
Freedom Investment Management, Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Sagil Capital LLP | 5 | 5 | 2.02% | 2.29% | 2.55% | Q2 2022 | Q2 2023 | 5 |
DPM Capital LLC | 5 | 5 | 1.36% | 2.82% | 4.56% | Q3 2020 | Q3 2021 | 5 |
TORONTO DOMINION BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Cypress Wealth Advisors LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q1 2017 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PDT Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 4 |
OUTFITTER ADVISORS, LTD. | 4 | 4 | 0.20% | 0.57% | 0.73% | Q2 2013 | Q1 2014 | 4 |
Geneos Wealth Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UBS AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
HANSBERGER GLOBAL INVESTORS INC/FL | 4 | 4 | 0.23% | 0.25% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 4 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ashmore Group plc | 4 | 4 | 1.40% | 2.44% | 3.34% | Q1 2015 | Q4 2015 | 4 |
Summit Global Investments | 4 | 4 | 0.13% | 0.16% | 0.19% | Q1 2017 | Q4 2017 | 4 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.06% | 0.17% | Q2 2019 | Q4 2021 | 3 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Banco de Sabadell, S.A | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2019 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Invictus RG | 2 | 1 | 0.01% | 0.54% | 1.61% | Q1 2017 | Q4 2017 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MACQUARIE GROUP LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Triasima Portfolio Management inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.32% | 0.96% | Q4 2013 | Q2 2014 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Gruss & Co., LLC | 3 | 3 | 0.31% | 0.40% | 0.45% | Q1 2019 | Q3 2019 | 3 |
SPX Gestao de Recursos Ltda | 2 | 2 | 0.57% | 1.15% | 1.73% | Q1 2015 | Q2 2015 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q4 2019 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.38% | 0.42% | 0.47% | Q1 2021 | Q2 2021 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2014 | Q2 2014 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AVIVA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
LBP AM SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2016 | Q1 2016 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LMR Partners LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own BANCO DE CHILE or have owned BANCO DE CHILE in the past.