Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 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 |
MORGAN STANLEY | 28 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Renaissance Technologies | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AWM Investment Company, Inc. | 24 | 24 | 0.13% | 0.41% | 0.68% | Q4 2014 | Q3 2020 | 24 |
ROYAL BANK OF CANADA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Manatuck Hill Partners, LLC | 22 | 22 | 0.25% | 0.77% | 1.40% | Q4 2014 | Q1 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Janney Montgomery Scott LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 15 |
NORTHERN TRUST CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 14 |
WYNNEFIELD CAPITAL INC | 13 | 13 | 0.01% | 0.20% | 0.46% | Q3 2017 | Q3 2020 | 13 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q4 2013 | 10 |
STATE STREET CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 8 |
AMH Equity Ltd | 8 | 8 | 3.07% | 5.27% | 10.29% | Q4 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 7 |
Conestoga Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2014 | 7 |
OBERWEIS ASSET MANAGEMENT INC/ | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
Asset Planning Services, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Acrospire Investment Management LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
EAM Investors, LLC | 3 | 1 | 0.23% | 0.25% | 0.30% | Q1 2014 | Q1 2023 | 4 |
MARXE AUSTIN W & GREENHOUSE DAVID M | 4 | 4 | 0.46% | 0.54% | 0.62% | Q4 2013 | Q3 2014 | 4 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Top Ace Asset Management Ltd | 3 | 3 | 0.28% | 1.34% | 2.22% | Q4 2014 | Q2 2015 | 3 |
UBS AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
Quinn Opportunity Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
AIGH Capital Management LLC | 3 | 3 | 1.01% | 1.24% | 1.64% | Q1 2023 | Q3 2023 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Worth Venture Partners, LLC | 3 | 3 | 0.34% | 0.40% | 0.53% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
SG Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
OFI Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2011 | Q3 2011 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DRILL CRAIG A | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2011 | Q4 2011 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own CVD EQUIPMENT CORP or have owned CVD EQUIPMENT CORP in the past.