Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Zuckerman Investment Group, LLC | 51 | 51 | 1.71% | 6.33% | 16.03% | Q1 2011 | Q3 2023 | 51 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 46 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 43 |
GRACE & WHITE INC /NY | 42 | 42 | 0.41% | 0.67% | 1.45% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.03% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 27 | 13 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 40 |
Advisors Asset Management, Inc. | 26 | 11 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 29 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
BROWN ADVISORY INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 32 | 32 | 0.62% | 1.78% | 2.92% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
ADVISORY RESEARCH INC | 21 | 10 | 0.02% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2020 | 30 |
Ariel Investments | 30 | 30 | 0.01% | 0.10% | 0.24% | Q4 2013 | Q1 2021 | 30 |
TWO SIGMA INVESTMENTS, LP | 17 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 16 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
BARD ASSOCIATES INC | 26 | 26 | 0.12% | 0.16% | 0.22% | Q2 2017 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 24 | 0.03% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 24 |
River Road Asset Management, LLC | 24 | 24 | 0.19% | 0.33% | 0.52% | Q2 2013 | Q1 2019 | 24 |
MILLENNIUM MANAGEMENT LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 24 |
BlackRock Inc. | 19 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
PEAK6 Investments LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 23 |
OLD SECOND NATIONAL BANK OF AURORA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
THIRD AVENUE MANAGEMENT LLC | 22 | 22 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SANDERS MORRIS HARRIS LLC | 21 | 21 | 0.01% | 3.97% | 9.34% | Q3 2018 | Q3 2023 | 21 |
PANAGORA ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 20 |
Moerus Capital Management LLC | 20 | 20 | 0.55% | 0.95% | 1.58% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA ADVISERS, LP | 18 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 20 |
Moab Capital Partners | 20 | 20 | 2.11% | 8.84% | 24.49% | Q1 2015 | Q4 2019 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Steinberg Global Asset Management | 19 | 1 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2019 | 20 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
D. E. Shaw & Co., Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 19 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 18 |
TCI Wealth Advisors, Inc. | 16 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 18 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2022 | 18 |
VAN ECK ASSOCIATES CORP | 16 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.11% | 0.30% | 0.77% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
Horizon Kinetics | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 16 | 16 | 0.00% | 0.75% | 1.46% | Q4 2019 | Q3 2023 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Nationwide Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 7 | 1 | 0.06% | 0.14% | 0.26% | Q1 2014 | Q1 2022 | 13 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
Csenge Advisory Group | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Mariner, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Hilltop Holdings Inc. | 12 | 12 | 0.09% | 0.19% | 0.30% | Q1 2018 | Q4 2020 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.19% | 0.27% | 0.35% | Q4 2018 | Q3 2021 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.17% | 0.31% | 0.53% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ROOSEVELT INVESTMENT GROUP LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 12 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q1 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.15% | 0.18% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 3 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2019 | 11 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 11 |
TOTH FINANCIAL ADVISORY CORP | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 11 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q1 2021 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clover Partners, L.P. | 11 | 11 | 3.57% | 7.19% | 15.81% | Q1 2015 | Q3 2017 | 11 |
TUDOR INVESTMENT CORP ET AL | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Russell Investments Group, Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 11 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.33% | 0.52% | 1.03% | Q4 2020 | Q3 2023 | 10 |
Greenwich Investment Management, Inc. | 10 | 10 | 0.20% | 0.31% | 0.39% | Q1 2018 | Q2 2020 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
KENNEDY CAPITAL MANAGEMENT LLC | 8 | 2 | 0.00% | 0.07% | 0.14% | Q3 2014 | Q4 2018 | 10 |
Cove Street Capital, LLC | 10 | 10 | 0.03% | 0.12% | 0.21% | Q3 2016 | Q4 2018 | 10 |
All Season Financial Advisors, Inc. | 10 | 10 | 0.25% | 0.41% | 0.68% | Q2 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 10 |
Quadrature Capital Ltd | 6 | 4 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
COLONY GROUP LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.14% | 0.27% | 0.39% | Q3 2021 | Q3 2023 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.12% | 0.14% | 0.19% | Q2 2013 | Q2 2015 | 9 |
ALLIANCEBERNSTEIN L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 9 |
ARES MANAGEMENT LLC | 8 | 1 | 0.02% | 0.13% | 0.41% | Q3 2018 | Q4 2021 | 9 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 8 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 8 |
SILVER CAPITAL MANAGEMENT LLC | 8 | 8 | 2.43% | 2.91% | 3.44% | Q2 2016 | Q1 2018 | 8 |
Sunbelt Securities, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.08% | 0.11% | 0.17% | Q1 2013 | Q4 2014 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 8 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
COMERICA BANK | 7 | 1 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 8 |
STATE STREET CORP | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Raymond James Financial Services Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Evercore Trust Company, N.A. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q2 2017 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Quantbot Technologies LP | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Good Life Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
DIMENSIONAL FUND ADVISORS LP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
RUSSELL FRANK CO/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 6 |
Hodges Capital Management Inc. | 4 | 2 | 0.01% | 0.05% | 0.17% | Q3 2014 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Zebra Capital Management LLC | 6 | 6 | 0.34% | 0.50% | 0.57% | Q4 2013 | Q1 2015 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
EVERETT HARRIS & CO /CA/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
New England Private Wealth Advisors LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
PineBridge Investments, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 6 |
Aperio Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
JBF Capital, Inc. | 4 | 2 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q2 2017 | 6 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 5 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.05% | 0.12% | Q1 2015 | Q4 2022 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
Mraz, Amerine & Associates, Inc. | 5 | 5 | 0.10% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.29% | 0.69% | 0.91% | Q4 2018 | Q4 2019 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 5 |
Artisan Partners Limited Partnership | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Red Rocks Capital LLC | 5 | 5 | 0.52% | 4.06% | 6.38% | Q4 2013 | Q4 2014 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
HRT FINANCIAL LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.20% | 0.44% | 0.61% | Q4 2018 | Q4 2019 | 5 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 5 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q4 2018 | 4 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.50% | 1.27% | 1.82% | Q4 2022 | Q3 2023 | 4 |
SMH CAPITAL ADVISORS INC | 4 | 4 | 0.45% | 0.98% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
WESTPAC BANKING CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Swiss National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Boston Partners | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
AMP Capital Investors Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Greywolf Capital Management LP | 4 | 4 | 0.39% | 1.60% | 3.46% | Q2 2015 | Q1 2016 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
OPPENHEIMER & CO INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.47% | 0.49% | 0.52% | Q1 2019 | Q4 2019 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Bandera Partners LLC | 4 | 4 | 0.65% | 2.39% | 3.09% | Q1 2015 | Q4 2015 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.45% | 0.55% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Sterling Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q2 2017 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Cannell Capital | 4 | 4 | 0.04% | 0.22% | 0.33% | Q1 2015 | Q4 2015 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 4 |
NISA INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 3 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2015 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ISZO CAPITAL MANAGEMENT LP | 3 | 3 | 7.50% | 11.31% | 13.70% | Q1 2015 | Q3 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Golden Green, Inc. | 3 | 3 | 2.05% | 2.51% | 2.88% | Q1 2023 | Q3 2023 | 3 |
Radcliffe Capital Management, L.P. | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2020 | Q3 2020 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
EAGLE GLOBAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BEACONLIGHT CAPITAL, LLC | 3 | 3 | 1.35% | 1.64% | 1.90% | Q1 2015 | Q3 2015 | 3 |
Centric Wealth Management | 2 | 1 | 0.09% | 0.22% | 0.34% | Q2 2020 | Q1 2021 | 3 |
Advisory Services Network, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
First Dallas Securities Inc. | 3 | 3 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q2 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
ProShare Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
SILVERBACK ASSET MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.40% | 0.61% | 0.82% | Q4 2015 | Q1 2016 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wallace Capital Management Inc. | 2 | 2 | 0.11% | 0.48% | 0.84% | Q2 2013 | Q3 2013 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
1ST SOURCE BANK | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q3 2015 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LMR Partners LLP | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2014 | Q3 2014 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 1.54% | 2.29% | 3.04% | Q2 2023 | Q3 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.29% | 0.40% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Centaur Capital | 2 | 2 | 2.51% | 3.50% | 4.48% | Q3 2014 | Q4 2014 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DALTON GREINER HARTMAN MAHER & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Anson Funds Management LP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2015 | Q4 2015 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Newtyn Management, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q3 2015 | Q3 2015 | 1 |
Blue Clay Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2016 | Q3 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own CAPITAL SOUTHWEST CORP or have owned CAPITAL SOUTHWEST CORP in the past.