Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Neuberger Berman Group LLC | 20 | 20 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q1 2022 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 20 | 20 | 0.01% | 0.10% | 0.16% | Q2 2017 | Q1 2022 | 20 |
Radcliffe Capital Management, L.P. | 20 | 20 | 1.25% | 3.59% | 8.77% | Q2 2017 | Q1 2022 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2022 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
JPMORGAN CHASE & CO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q1 2022 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Paulson Wealth Management Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2022 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
Fairhaven Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Eukles Asset Management | 14 | 14 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 14 |
Strategic Blueprint, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 12 |
ADVENT CAPITAL MANAGEMENT /DE/ | 11 | 11 | 0.08% | 0.35% | 0.50% | Q2 2017 | Q4 2019 | 11 |
USCA RIA LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 11 |
RWC Asset Management LLP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
ROYAL BANK OF CANADA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 11 |
Lombard Odier Asset Management (Europe) Ltd | 11 | 11 | 0.10% | 0.65% | 0.96% | Q3 2017 | Q1 2020 | 11 |
OAKTREE CAPITAL MANAGEMENT LP | 10 | 1 | 0.03% | 0.12% | 0.23% | Q2 2017 | Q1 2022 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.14% | 1.31% | 1.73% | Q4 2019 | Q1 2022 | 10 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 10 |
PFG Private Wealth Management, LLC | 10 | 10 | 0.12% | 0.17% | 0.22% | Q4 2019 | Q1 2022 | 10 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Wellesley Asset Management | 10 | 10 | 0.06% | 0.70% | 2.12% | Q2 2017 | Q3 2019 | 10 |
Sculati Wealth Management, LLC | 10 | 10 | 0.15% | 0.21% | 0.29% | Q4 2019 | Q1 2022 | 10 |
Russell Investments Group, Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 9 |
PIER 88 INVESTMENT PARTNERS LLC | 8 | 8 | 0.65% | 0.94% | 1.34% | Q3 2017 | Q2 2019 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
D.A. DAVIDSON & CO. | 5 | 3 | 0.00% | 0.03% | 0.26% | Q2 2017 | Q1 2022 | 8 |
FDx Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 7 |
UBS Group AG | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Wealthcare Advisory Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
FIRST HAWAIIAN BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 5 |
STEELHEAD PARTNERS LLC | 3 | 2 | 0.19% | 0.97% | 1.76% | Q2 2017 | Q1 2020 | 5 |
Advisor Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
INCOME RESEARCH & MANAGEMENT | 4 | 4 | 0.30% | 0.32% | 0.34% | Q2 2021 | Q1 2022 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Lebenthal Global Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Nikulski Financial, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
True North Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
LINDEN ADVISORS LP | 3 | 3 | 0.29% | 0.61% | 1.03% | Q2 2017 | Q4 2017 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
Midwest Heritage Bank, FSB | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 1.22% | 1.23% | 1.24% | Q1 2022 | Q2 2022 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Tidal Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Buttonwood Financial Advisors Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
This page lists all the filers that currently own BLACKROCK CAPITAL INVESTMENT or have owned BLACKROCK CAPITAL INVESTMENT in the past.