COCA COLA BOTTLING CO CONS shareholder history

Current and past COCA COLA BOTTLING CO CONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.00%Q1 2013Q3 202343
RHUMBLINE ADVISERS 42420.00%0.01%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.00%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.04%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Diversified Trust Co 3711.32%2.52%4.58%Q2 2013Q4 202341
BARCLAYS PLC 29120.00%0.00%0.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
MARTINGALE ASSET MANAGEMENT L P 29120.01%0.03%0.07%Q2 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 41410.00%0.00%0.01%Q3 2013Q3 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.00%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
CITIGROUP INC 29120.00%0.00%0.01%Q2 2013Q3 202341
Renaissance Technologies 2140.00%0.02%0.11%Q2 2013Q3 202340
Creative Planning 3370.00%0.00%0.00%Q3 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 39390.00%0.00%0.00%Q1 2014Q3 202339
FIRST TRUST ADVISORS LP 1830.00%0.00%0.04%Q3 2013Q3 202338
ROYAL BANK OF CANADA 3410.00%0.00%0.00%Q2 2013Q3 202338
AQR Capital Management 3610.00%0.02%0.12%Q4 2012Q3 202338
STRS OHIO 25120.00%0.00%0.01%Q2 2013Q3 202337
BNP PARIBAS FINANCIAL MARKETS 3520.00%0.00%0.01%Q2 2014Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.01%0.02%0.02%Q4 2014Q3 202336
NEW YORK STATE COMMON RETIREMENT FUND 36360.00%0.00%0.00%Q4 2014Q3 202336
Carroll Financial Associates, Inc. 35350.00%0.04%0.09%Q2 2013Q4 202135
LPL Financial LLC 3410.00%0.00%0.01%Q3 2014Q3 202335
AXA S.A. 1630.00%0.01%0.02%Q2 2013Q3 202335
PANAGORA ASSET MANAGEMENT INC 24110.00%0.02%0.06%Q2 2013Q1 202335
AMERIPRISE FINANCIAL INC 2960.00%0.00%0.01%Q2 2013Q3 202335
ACADIAN ASSET MANAGEMENT LLC 2020.00%0.03%0.10%Q3 2013Q3 202334
UBS ASSET MANAGEMENT AMERICAS INC 34340.00%0.00%0.00%Q2 2015Q3 202334
WHITTIER TRUST CO 34340.00%0.00%0.00%Q2 2015Q3 202334
JACOBS LEVY EQUITY MANAGEMENT, INC 2620.00%0.07%0.18%Q2 2013Q1 202333
JPMORGAN CHASE & CO 2810.00%0.00%0.00%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q2 2013Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.01%Q2 2013Q1 202132
NISA INVESTMENT ADVISORS, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
Gratus Capital, LLC 30300.15%0.30%0.54%Q2 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1810.00%0.00%0.00%Q3 2014Q3 202330
Geneos Wealth Management Inc. 2730.00%0.00%0.00%Q1 2016Q3 202330
Glassman Wealth Services 29290.01%0.02%0.02%Q3 2016Q3 202329
IFP Advisors, Inc 1710.00%0.00%0.00%Q4 2015Q3 202329
Zurcher Kantonalbank (Zurich Cantonalbank) 29290.00%0.00%0.00%Q3 2016Q3 202329
FEDERATED HERMES, INC. 1990.00%0.01%0.05%Q4 2014Q3 202328
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 27270.00%0.01%0.01%Q1 2017Q3 202327
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1350.00%0.00%0.00%Q4 2015Q3 202327
Bragg Financial Advisors, Inc 2160.02%0.03%0.05%Q4 2016Q3 202327
Louisiana State Employees Retirement System 27270.01%0.02%0.03%Q1 2017Q3 202327
Arizona State Retirement System 27270.00%0.01%0.02%Q1 2017Q3 202327
PRINCIPAL FINANCIAL GROUP INC 27270.00%0.01%0.01%Q1 2017Q3 202327
THRIVENT FINANCIAL FOR LUTHERANS 27270.00%0.00%0.01%Q1 2017Q3 202327
State of Tennessee, Treasury Department 27270.00%0.00%0.01%Q1 2017Q3 202327
State of Alaska, Department of Revenue 27270.00%0.02%0.04%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.01%0.04%Q1 2017Q3 202327
TEXAS PERMANENT SCHOOL FUND CORP 26260.01%0.02%0.03%Q2 2017Q3 202326
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2150.00%0.01%0.01%Q1 2017Q3 202326
TWO SIGMA ADVISERS, LP 1510.00%0.00%0.01%Q2 2013Q3 202226
AMERICAN CENTURY COMPANIES INC 1110.00%0.01%0.02%Q2 2013Q3 202326
TEACHER RETIREMENT SYSTEM OF TEXAS 1310.00%0.00%0.02%Q2 2013Q3 202325
LOS ANGELES CAPITAL MANAGEMENT LLC 13120.00%0.01%0.02%Q2 2013Q3 202325
COMERICA BANK 2410.00%0.01%0.02%Q1 2017Q3 202325
FIFTH THIRD BANCORP 1690.00%0.00%0.00%Q2 2013Q3 202325
NORGES BANK 2310.00%0.00%0.01%Q4 2016Q4 202224
Gotham Asset Management, LLC 1860.01%0.03%0.07%Q2 2013Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
US BANCORP \DE\ 2210.00%0.00%0.00%Q3 2015Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
SIGNATUREFD, LLC 2310.00%0.00%0.00%Q3 2014Q3 202324
BESSEMER GROUP INC 1680.00%0.02%0.08%Q3 2016Q3 202324
MILLENNIUM MANAGEMENT LLC 1120.00%0.00%0.01%Q1 2014Q3 202324
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1420.00%0.02%0.06%Q2 2014Q3 202324
Aperio Group, LLC 23230.00%0.00%0.01%Q2 2015Q4 202023
Allianz Asset Management GmbH 1630.00%0.01%0.03%Q4 2014Q3 202323
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1940.00%0.00%0.01%Q1 2017Q3 202323
PDT Partners, LLC 2110.01%0.10%0.20%Q2 2014Q3 202223
KBC Group NV 1430.00%0.01%0.04%Q1 2015Q2 202223
HighPoint Advisor Group LLC 2210.52%0.97%1.48%Q2 2016Q2 202223
MACROVIEW INVESTMENT MANAGEMENT LLC 23230.17%0.28%0.42%Q1 2018Q3 202323
Parallel Advisors, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
PUBLIC SECTOR PENSION INVESTMENT BOARD 22220.00%0.02%0.04%Q1 2017Q2 202222
Independent Advisor Alliance 1530.01%0.03%0.08%Q1 2017Q3 202322
Jacobi Capital Management LLC 22220.00%0.00%0.01%Q2 2016Q3 202122
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.01%0.06%Q2 2018Q3 202322
Man Group plc 1840.00%0.02%0.06%Q1 2018Q3 202322
QUADRANT CAPITAL GROUP LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 1910.00%0.00%0.00%Q4 2017Q3 202321
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
First Command Financial Services, Inc. 21210.00%0.03%0.07%Q4 2016Q4 202121
First Command Bank 21210.01%0.03%0.07%Q4 2016Q4 202121
Jolley Asset Management, LLC 21210.01%0.02%0.04%Q2 2013Q2 201821
SALEM INVESTMENT COUNSELORS INC 1920.00%0.00%0.00%Q2 2018Q3 202321
Russell Investments Group, Ltd. 2010.00%0.01%0.02%Q2 2017Q3 202321
SG Americas Securities, LLC 910.00%0.01%0.02%Q1 2014Q3 202321
LEAVELL INVESTMENT MANAGEMENT, INC. 1610.01%0.03%0.04%Q2 2010Q4 202221
Citadel Advisors 510.00%0.00%0.00%Q3 2013Q3 202321
THOMPSON SIEGEL & WALMSLEY LLC 11100.00%0.00%0.00%Q2 2016Q3 202121
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
Parkside Financial Bank & Trust 1650.00%0.00%0.00%Q1 2017Q2 202221
South Dakota Investment Council 21210.01%0.01%0.02%Q3 2018Q3 202321
WINTON GROUP Ltd 1710.00%0.08%0.18%Q1 2018Q3 202320
VICTORY CAPITAL MANAGEMENT INC 1330.00%0.00%0.00%Q3 2015Q3 202320
HighTower Advisors, LLC 1370.00%0.00%0.01%Q2 2018Q3 202320
SEI INVESTMENTS CO 610.00%0.00%0.00%Q4 2014Q3 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.01%Q4 2018Q3 202320
Sutton Wealth Advisors Inc. 1540.01%0.01%0.02%Q1 2017Q2 202219
Investors Research Corp 19190.02%0.02%0.03%Q1 2019Q3 202319
Alexandria Capital, LLC 1810.01%0.02%0.03%Q2 2013Q2 202119
Patriot Financial Group Insurance Agency, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
Towercrest Capital Management 18180.08%0.11%0.12%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
LAZARD ASSET MANAGEMENT LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
GLOBEFLEX CAPITAL L P 1440.00%0.11%0.30%Q2 2013Q3 202318
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 18180.00%0.01%0.06%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
QS Investors, LLC 1260.00%0.00%0.00%Q3 2015Q2 202018
FORT PITT CAPITAL GROUP, LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
American Portfolios Advisors 1610.00%0.00%0.01%Q1 2018Q3 202217
CRAMER ROSENTHAL MCGLYNN LLC 17170.05%0.44%0.83%Q2 2016Q2 202017
DUPONT CAPITAL MANAGEMENT CORP 17170.01%0.04%0.12%Q2 2019Q2 202317
Cubist Systematic Strategies, LLC 1160.01%0.02%0.04%Q2 2019Q3 202317
VIRGINIA RETIREMENT SYSTEMS ET AL 1250.00%0.02%0.14%Q2 2019Q3 202317
Alliance Wealth Management Group 1330.14%0.17%0.21%Q2 2019Q2 202316
6 Meridian 16160.03%0.05%0.08%Q1 2018Q4 202116
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 16160.00%0.02%0.06%Q1 2014Q4 201716
GSA CAPITAL PARTNERS LLP 910.01%0.04%0.12%Q2 2014Q4 202216
Engineers Gate Manager LP 710.01%0.04%0.12%Q2 2018Q3 202316
STALEY CAPITAL ADVISERS INC 16160.02%0.03%0.05%Q1 2015Q4 201816
Sargent Bickham Lagudis LLC 1510.00%0.00%0.00%Q1 2017Q4 202216
MASON STREET ADVISORS, LLC 16160.00%0.01%0.01%Q1 2017Q4 202016
AMALGAMATED BANK 1240.01%0.01%0.02%Q1 2019Q3 202316
Crossmark Global Holdings, Inc. 510.01%0.01%0.01%Q3 2016Q3 202316
RAYMOND JAMES & ASSOCIATES 1010.00%0.00%0.00%Q1 2016Q3 202316
JAMES INVESTMENT RESEARCH INC 1150.01%0.06%0.13%Q1 2014Q3 202316
TWO SIGMA INVESTMENTS, LP 410.00%0.00%0.00%Q2 2013Q3 202316
Raymond James Financial Services Advisors, Inc. 930.00%0.00%0.01%Q1 2016Q3 202316
MEEDER ASSET MANAGEMENT INC 510.00%0.01%0.06%Q4 2015Q2 202316
MARK SHEPTOFF FINANCIAL PLANNING, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Patten Group, Inc. 15150.00%0.00%0.01%Q2 2015Q4 201815
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
CORNERCAP INVESTMENT COUNSEL INC 960.14%0.19%0.25%Q4 2019Q3 202315
Clearstead Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
MACQUARIE GROUP LTD 1210.00%0.00%0.00%Q3 2017Q1 202315
BlackRock Fund Advisors 15150.00%0.00%0.01%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Global Retirement Partners, LLC 870.00%0.04%0.12%Q4 2016Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Private Advisor Group, LLC 610.00%0.00%0.01%Q2 2017Q3 202315
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.00%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 1310.00%0.00%0.00%Q3 2019Q1 202314
LS Investment Advisors, LLC 14140.00%0.00%0.01%Q1 2017Q2 202014
ProShare Advisors LLC 1210.00%0.00%0.01%Q1 2014Q3 202314
WFG Advisors, LP 14140.00%0.06%0.13%Q1 2014Q2 201714
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%0.01%0.04%Q2 2014Q2 202314
Advisory Services Network, LLC 910.00%0.00%0.00%Q1 2018Q1 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
Valeo Financial Advisors, LLC 13130.00%0.01%0.01%Q3 2017Q3 202013
ENVESTNET ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q3 2020Q3 202313
MACKAY SHIELDS LLC 13130.01%0.02%0.03%Q1 2018Q1 202113
FIRST NATIONAL BANK OF OMAHA 13130.07%0.15%0.24%Q3 2020Q3 202313
TD ASSET MANAGEMENT INC 13130.00%0.00%0.01%Q3 2020Q3 202313
PITCAIRN CO 13130.02%0.05%0.07%Q3 2020Q3 202313
Dynamic Technology Lab Private Ltd 310.02%0.09%0.26%Q1 2014Q3 202313
NEXT Financial Group, Inc 13130.00%0.00%0.01%Q2 2014Q2 201713
Inspire Investing, LLC 1110.03%0.05%0.11%Q4 2017Q3 202313
Handelsbanken Fonder AB 1030.00%0.00%0.00%Q2 2020Q3 202313
Tributary Capital Management, LLC 13130.91%1.85%2.83%Q3 2020Q3 202313
Assenagon Asset Management S.A. 410.00%0.03%0.10%Q4 2017Q3 202313
Spectrum Management Group, LLC 1020.01%0.03%0.05%Q4 2013Q4 201712
MASSMUTUAL TRUST CO FSB/ADV 12120.00%0.00%0.00%Q1 2021Q4 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Squarepoint Ops LLC 610.00%0.01%0.03%Q2 2017Q3 202212
Stratos Wealth Partners, LTD. 910.00%0.01%0.02%Q4 2017Q3 202312
MinichMacGregor Wealth Management, LLC 12120.00%0.00%0.01%Q4 2015Q3 201812
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
SPECTRUM ADVISORY SERVICES INC 12120.34%0.58%1.11%Q2 2013Q1 201612
Janney Montgomery Scott LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
IndexIQ Advisors LLC 930.01%0.02%0.05%Q2 2017Q1 202212
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 930.00%0.01%0.01%Q2 2020Q3 202312
EXCHANGE TRADED CONCEPTS, LLC 1020.00%0.03%0.08%Q2 2020Q4 202312
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q3 2020Q3 202312
ALGERT GLOBAL LLC 840.02%0.08%0.16%Q4 2016Q3 202312
GUGGENHEIM CAPITAL LLC 610.00%0.00%0.01%Q4 2014Q3 202212
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Greenwich Wealth Management LLC 910.02%0.03%0.04%Q4 2018Q2 202211
Integre Asset Management, LLC 710.11%0.19%0.30%Q2 2016Q4 201911
Zebra Capital Management LLC 920.27%1.36%2.06%Q1 2015Q1 202311
Municipal Employees' Retirement System of Michigan 650.01%0.02%0.03%Q2 2017Q1 202011
OPTIMUM INVESTMENT ADVISORS 740.01%0.01%0.04%Q1 2018Q1 202111
Advisor Group, Inc. 650.00%0.00%0.01%Q2 2016Q4 201911
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
JANUS HENDERSON GROUP PLC 11110.00%0.01%0.03%Q1 2021Q3 202311
WNY Asset Management, LLC 11110.08%0.11%0.14%Q1 2021Q3 202311
Invst, LLC 11110.09%0.18%0.25%Q2 2020Q4 202211
CI INVESTMENTS INC. 1010.00%0.00%0.00%Q3 2019Q3 202311
Matarin Capital Management, LLC 650.03%0.79%1.05%Q1 2017Q2 202011
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
APG Asset Management N.V. 820.00%0.00%0.01%Q2 2019Q2 202210
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2017Q3 202310
TRUIST FINANCIAL CORP 610.00%0.02%0.07%Q4 2019Q3 202310
HSBC HOLDINGS PLC 510.00%0.00%0.00%Q3 2015Q2 202210
Spears Abacus Advisors LLC 820.02%0.02%0.03%Q1 2020Q3 202310
Lindbrook Capital, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Madden Advisory Services, Inc. 710.00%0.01%0.01%Q2 2013Q1 201710
Eudaimonia Partners, LLC 640.05%0.07%0.11%Q2 2020Q4 202210
Harvest Fund Management Co., Ltd 820.00%0.03%0.06%Q2 2019Q3 202310
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
LSV ASSET MANAGEMENT 10100.02%0.05%0.07%Q2 2021Q3 202310
Bridgewater Associates 10100.02%0.03%0.04%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Taylor Hoffman Wealth Management 910.00%0.01%0.01%Q4 2017Q2 202010
BOGLE INVESTMENT MANAGEMENT L P /DE/ 710.07%0.39%0.93%Q4 2015Q4 20209
MARSHALL WACE, LLP 410.00%0.01%0.04%Q1 2020Q2 20239
Baker Ellis Asset Management LLC 520.03%0.05%0.08%Q2 2013Q1 20179
OppenheimerFunds, Inc. 990.00%0.00%0.00%Q1 2017Q1 20199
CIM INVESTMENT MANAGEMENT INC 990.08%0.10%0.12%Q3 2016Q3 20189
TFS CAPITAL LLC 610.06%0.20%0.41%Q2 2013Q2 20179
Wealthspire Advisors, L.P. 720.00%0.00%0.00%Q1 2016Q1 20199
MERITAGE PORTFOLIO MANAGEMENT 990.01%0.02%0.03%Q3 2021Q3 20239
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.02%0.04%Q1 2014Q3 20239
Stone Ridge Asset Management LLC 990.01%0.03%0.04%Q4 2017Q4 20199
TUDOR INVESTMENT CORP ET AL 310.01%0.01%0.03%Q4 2014Q3 20229
Point72 Hong Kong Ltd 610.00%0.00%0.01%Q2 2019Q3 20229
Alberta Investment Management Corp 540.00%0.01%0.02%Q2 2019Q3 20229
ANALYTIC INVESTORS, LLC 990.01%0.03%0.06%Q2 2014Q2 20169
GPS Wealth Strategies Group, LLC 720.00%0.01%0.01%Q1 2021Q2 20239
OneAscent Wealth Management LLC 610.09%0.27%1.16%Q4 2020Q3 20239
EVERENCE CAPITAL MANAGEMENT INC 710.02%0.03%0.05%Q3 2017Q2 20229
MENTA CAPITAL LLC 410.03%0.16%0.34%Q2 2013Q1 20189
RITHOLTZ WEALTH MANAGEMENT 990.02%0.04%0.08%Q3 2021Q3 20239
HANSEATIC MANAGEMENT SERVICES INC 420.10%0.32%0.93%Q3 2015Q1 20229
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Private Capital Group, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Quantbot Technologies LP 610.00%0.04%0.07%Q3 2017Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Watershed Asset Management, L.L.C. 880.26%0.31%0.34%Q4 2021Q3 20238
STATE OF WISCONSIN INVESTMENT BOARD 880.00%0.01%0.02%Q4 2021Q3 20238
Xact Kapitalforvaltning AB 880.00%0.01%0.01%Q2 2018Q1 20208
WADDELL & REED FINANCIAL INC 880.02%0.04%0.07%Q2 2016Q1 20188
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
VOLORIDGE INVESTMENT MANAGEMENT, LLC 320.00%0.02%0.07%Q2 2019Q3 20238
D. E. Shaw & Co., Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Mendel Capital Management LLC 880.24%0.26%0.32%Q4 2021Q3 20238
Covestor Ltd 880.00%0.02%0.06%Q4 2021Q3 20238
Gradient Investments LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 620.00%0.00%0.00%Q3 2017Q3 20238
STONERIDGE INVESTMENT PARTNERS LLC 880.08%0.16%0.23%Q4 2014Q3 20168
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
Numeric Investors LLC 410.00%0.02%0.07%Q2 2013Q4 20178
Qube Research & Technologies Ltd 510.00%0.02%0.03%Q1 2021Q3 20238
State of New Jersey Common Pension Fund D 880.01%0.01%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PFG Private Wealth Management, LLC 880.02%0.02%0.03%Q3 2021Q2 20238
SYMPHONY ASSET MANAGEMENT LLC 770.04%0.05%0.07%Q2 2016Q4 20177
DENALI ADVISORS LLC 430.00%0.00%0.00%Q2 2013Q3 20237
CIBC Asset Management Inc 310.00%0.00%0.00%Q1 2019Q2 20227
Ellevest, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
Burleson & Company, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Riggs Asset Managment Co. Inc. 430.00%0.00%0.00%Q3 2014Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 610.06%0.07%0.08%Q4 2021Q3 20237
PUTNAM INVESTMENTS LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sonora Investment Management, LLC 770.00%0.01%0.01%Q3 2016Q1 20187
Hexagon Capital Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
State of Wyoming 770.01%0.03%0.05%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.07%0.11%Q1 2021Q4 20227
Jump Financial, LLC 510.03%0.09%0.14%Q2 2021Q2 20237
Newbridge Financial Services Group, Inc. 770.03%0.04%0.06%Q1 2022Q3 20237
EMC Capital Management 770.07%0.16%0.20%Q1 2022Q3 20237
PineBridge Investments, L.P. 430.00%0.01%0.03%Q1 2017Q4 20197
ROYCE & ASSOCIATES LP 610.00%0.03%0.05%Q4 2021Q3 20237
FIL Ltd 770.01%0.06%0.11%Q2 2018Q4 20197
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.00%0.01%Q2 2015Q1 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
ALPS ADVISORS INC 320.00%0.00%0.01%Q3 2015Q3 20237
Concord Wealth Partners 430.00%0.01%0.02%Q4 2021Q3 20237
ExodusPoint Capital Management, LP 310.00%0.01%0.03%Q4 2020Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q2 2019Q3 20226
LOOMIS SAYLES & CO L P 420.00%0.00%0.00%Q3 2017Q1 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Quinn Opportunity Partners LLC 330.03%0.50%1.08%Q1 2017Q3 20236
SHELL ASSET MANAGEMENT CO 660.01%0.01%0.02%Q2 2021Q3 20226
Virtu Financial LLC 210.01%0.03%0.06%Q3 2017Q4 20216
Evolution Wealth Advisors, LLC 660.00%0.01%0.01%Q2 2019Q3 20206
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.01%Q4 2021Q3 20236
Virtu KCG Holdings LLC 660.01%0.01%0.01%Q4 2015Q1 20176
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
Plante Moran Financial Advisors, LLC 510.00%0.00%0.01%Q2 2019Q4 20226
MACKENZIE FINANCIAL CORP 310.00%0.00%0.01%Q2 2019Q4 20226
NORDEA INVESTMENT MANAGEMENT AB 660.01%0.01%0.01%Q2 2022Q3 20236
Pacer Advisors, Inc. 210.00%0.03%0.12%Q4 2019Q3 20236
Avior Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
BlackRock Japan Co. Ltd 660.00%0.00%0.00%Q3 2015Q4 20166
BRIDGEWAY CAPITAL MANAGEMENT, LLC 410.00%0.02%0.04%Q2 2013Q4 20196
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Laurel Wealth Advisors, Inc. 510.02%0.03%0.04%Q2 2021Q4 20226
Spark Investment Management LLC 420.04%0.06%0.08%Q2 2013Q3 20156
HRT FINANCIAL LP 210.00%0.02%0.06%Q1 2019Q3 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
ClariVest Asset Management LLC 660.11%0.15%0.17%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
HM PAYSON & CO 310.00%0.00%0.00%Q4 2019Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Caprock Group, LLC 660.02%0.03%0.04%Q1 2021Q2 20226
Employees Retirement System of Texas 660.01%0.01%0.02%Q2 2018Q3 20196
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Corbenic Partners LLC 310.00%0.00%0.00%Q3 2017Q3 20216
NICOLA WEALTH MANAGEMENT LTD. 660.05%0.25%0.47%Q2 2022Q3 20236
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.02%Q2 2022Q3 20236
Hennion & Walsh Asset Management, Inc. 660.01%0.02%0.02%Q2 2021Q3 20226
Adirondack Research & Management Inc. 550.48%1.32%1.67%Q1 2013Q1 20145
DekaBank Deutsche Girozentrale 410.00%0.00%0.00%Q3 2021Q3 20235
Convergence Investment Partners, LLC 310.05%0.21%0.39%Q1 2019Q3 20235
Quantinno Capital Management LP 550.14%0.21%0.26%Q4 2018Q4 20195
A.R.T. Advisors, LLC 310.01%0.03%0.07%Q4 2015Q4 20195
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 550.02%0.02%0.02%Q3 2022Q3 20235
Illinois Municipal Retirement Fund 550.02%0.04%0.05%Q3 2022Q3 20235
SECURIAN ASSET MANAGEMENT, INC 550.01%0.01%0.01%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
Jefferies Group LLC 110.00%0.01%0.02%Q3 2017Q3 20225
STATE OF MICHIGAN RETIREMENT SYSTEM 550.00%0.00%0.01%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
Virtus Investment Advisers, Inc. 550.54%0.95%1.18%Q3 2022Q3 20235
Larson Financial Group LLC 550.00%0.01%0.01%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
AE Wealth Management LLC 410.00%0.00%0.00%Q2 2022Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.01%0.01%Q3 2020Q3 20215
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Capital Analysts, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
PIEDMONT INVESTMENT ADVISORS INC 310.00%0.01%0.01%Q2 2017Q1 20195
PROFUND ADVISORS LLC 210.01%0.01%0.01%Q1 2017Q4 20215
TWO SIGMA SECURITIES, LLC 210.01%0.02%0.06%Q1 2017Q4 20225
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Versor Investments LP 320.03%0.08%0.14%Q4 2021Q1 20235
Partnervest Advisory Services LLC 550.00%0.01%0.01%Q2 2013Q2 20145
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q2 2013Q4 20145
Gerstein Fisher 550.08%0.10%0.12%Q3 2015Q3 20165
Rehmann Capital Advisory Group 550.00%0.00%0.00%Q2 2018Q2 20195
Robeco Institutional Asset Management B.V. 320.01%0.01%0.01%Q4 2015Q4 20195
NumerixS Investment Technologies Inc 550.08%0.10%0.13%Q2 2019Q2 20205
Rise Advisors, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
AdvisorNet Financial, Inc 410.00%0.00%0.00%Q3 2019Q3 20235
Eukles Asset Management 550.01%0.01%0.01%Q3 2022Q3 20235
Commonwealth Equity Services, Inc 320.00%0.00%0.00%Q3 2015Q3 20175
XPONANCE, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Vestcor Inc 410.01%0.01%0.02%Q1 2022Q3 20235
Retirement Systems of Alabama 550.03%0.04%0.05%Q3 2022Q3 20235
Virtus Fund Advisers, LLC 410.00%0.78%1.07%Q2 2014Q3 20235
JOHNSON INVESTMENT COUNSEL INC 310.00%0.02%0.03%Q4 2021Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Amundi 550.00%0.00%0.00%Q2 2021Q2 20225
T. Rowe Price Investment Management, Inc. 550.08%0.10%0.11%Q3 2022Q3 20235
Magnus Financial Group LLC 410.02%0.03%0.04%Q1 2019Q2 20205
BlueCrest Capital Management Ltd 310.01%0.02%0.03%Q4 2015Q3 20185
CHICAGO EQUITY PARTNERS LLC 550.07%0.10%0.14%Q1 2019Q1 20205
ASSET ADVISORS CORP 440.00%0.00%0.01%Q3 2015Q2 20164
Warther Private Wealth, LLC 440.26%0.45%0.63%Q4 2022Q3 20234
Skandinaviska Enskilda Banken AB (publ) 440.01%0.01%0.02%Q3 2020Q2 20214
CENTRAL TRUST Co 440.00%0.00%0.00%Q4 2015Q3 20164
OXFORD ASSET MANAGEMENT LLP 310.01%0.06%0.12%Q4 2017Q4 20194
Walleye Trading LLC 110.00%0.00%0.00%Q4 2015Q1 20194
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q3 20234
HENNESSY ADVISORS INC 440.13%0.16%0.19%Q1 2022Q4 20224
Systematic Alpha Investments, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Assured Investment Management LLC 310.00%0.00%0.00%Q1 2018Q1 20194
Beacon Pointe Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
1832 Asset Management L.P. 440.00%0.00%0.00%Q2 2015Q1 20164
Summit Global Investments 310.02%0.10%0.24%Q1 2021Q1 20224
HBK INVESTMENTS L P 310.00%0.01%0.01%Q4 2017Q1 20194
Alaethes Wealth LLC 440.03%0.04%0.04%Q2 2021Q1 20224
Paloma Partners Management Co 110.00%0.02%0.02%Q2 2017Q3 20204
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.05%Q2 2021Q1 20234
Laurion Capital Management LP 210.00%0.01%0.02%Q2 2016Q4 20194
Marshall Wace North America L.P. 440.01%0.01%0.01%Q1 2020Q4 20204
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2014Q4 20224
Trexquant Investment LP 440.01%0.03%0.04%Q4 2022Q3 20234
First Personal Financial Services 440.00%0.00%0.00%Q2 2015Q1 20164
Virtue Capital Management, LLC 440.18%0.21%0.24%Q2 2021Q1 20224
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2012Q4 20124
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q1 2023Q4 20234
Bedel Financial Consulting, Inc. 440.01%0.01%0.01%Q2 2021Q1 20224
Monument Capital Management 440.74%0.78%0.83%Q4 2022Q3 20234
Haverford Financial Services, Inc. 310.09%0.10%0.12%Q3 2017Q3 20184
HBK Sorce Advisory LLC 210.01%0.01%0.01%Q4 2021Q3 20234
Templeton & Phillips Capital Management, LLC 440.22%0.24%0.27%Q4 2022Q3 20234
SMITH ASSET MANAGEMENT GROUP LP 440.03%0.04%0.04%Q2 2013Q1 20144
Maryland State Retirement & Pension System 440.02%0.03%0.03%Q3 2021Q2 20224
Crosspoint Capital Strategies, LLC 310.00%0.00%0.01%Q2 2014Q2 20154
PATTEN & PATTEN INC/TN 440.03%0.06%0.09%Q1 2015Q4 20154
SEGALL BRYANT & HAMILL, LLC 440.09%0.11%0.13%Q3 2022Q2 20234
Davis Investment Partners, LLC 440.13%0.15%0.17%Q4 2022Q3 20234
Holocene Advisors, LP 220.01%0.01%0.01%Q2 2018Q2 20214
Blueshift Asset Management, LLC 330.04%0.05%0.06%Q2 2019Q4 20193
Lido Advisors, LLC 210.00%0.00%0.01%Q1 2022Q3 20233
Acrospire Investment Management LLC 330.04%0.06%0.10%Q4 2016Q2 20173
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Bellwether Advisors, LLC 210.36%0.42%0.51%Q3 2021Q3 20223
ETRADE Capital Management LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Tidal Investments LLC 330.01%0.01%0.02%Q1 2023Q3 20233
IHT Wealth Management, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Atria Investments, Inc 330.01%0.01%0.01%Q1 2019Q3 20193
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Quadrature Capital Ltd 210.03%0.08%0.15%Q2 2016Q2 20233
AMUNDI ASSET MANAGEMENT US, INC. 330.00%0.00%0.00%Q3 2019Q1 20203
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.00%0.00%0.00%Q1 2023Q3 20233
ADVISOR PARTNERS LLC 330.01%0.02%0.02%Q4 2021Q2 20223
Point72 Asset Management, L.P. 210.00%0.00%0.00%Q2 2019Q1 20233
Vident Investment Advisory, LLC 210.06%0.25%0.61%Q4 2014Q4 20213
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Cullen Capital Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Hutchin Hill Capital, LP 110.01%0.04%0.06%Q1 2015Q2 20173
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.01%0.01%0.02%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ELEMENT CAPITAL MANAGEMENT LLC 210.01%0.10%0.15%Q1 2019Q3 20233
AJO, LP 210.00%0.01%0.02%Q2 2017Q3 20203
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
GoalVest Advisory LLC 330.00%0.00%0.01%Q2 2023Q4 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
UBS OCONNOR LLC 330.00%0.01%0.01%Q1 2015Q3 20153
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 210.00%0.02%0.05%Q4 2021Q3 20223
HS Management Partners, LLC 214.19%4.68%4.93%Q2 2013Q2 20143
AlphaStar Capital Management, LLC 330.28%0.34%0.37%Q4 2021Q2 20223
Connor, Clark & Lunn Investment Management Ltd. 330.00%0.00%0.01%Q3 2022Q1 20233
First PREMIER Bank 330.01%0.01%0.02%Q3 2016Q1 20173
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CAPITAL FUND MANAGEMENT S.A. 330.01%0.01%0.01%Q4 2015Q2 20163
Indiana Trust & Investment Management CO 210.01%0.01%0.01%Q3 2013Q3 20233
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q1 2023Q3 20233
ALLSTATE CORP 330.04%0.04%0.05%Q4 2018Q2 20193
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q4 2015Q3 20233
Walleye Capital LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Lee Financial Co 330.00%0.00%0.00%Q1 2022Q3 20223
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q1 2014Q1 20183
Campbell & CO Investment Adviser LLC 110.22%0.41%0.77%Q3 2015Q1 20213
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
DEAN INVESTMENT ASSOCIATES, LLC 220.16%0.23%0.31%Q2 2013Q3 20132
Proficio Capital Partners LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20232
Nine Chapters Capital Management LLC 220.03%0.04%0.04%Q1 2015Q2 20152
Tevis Investment Management 220.30%0.31%0.32%Q1 2022Q2 20222
WEDGE CAPITAL MANAGEMENT L L P/NC 220.00%0.00%0.00%Q4 2014Q1 20152
Quantedge Capital Pte Ltd 110.05%0.08%0.10%Q4 2021Q2 20222
Point72 Middle East FZE 220.00%0.00%0.00%Q1 2023Q2 20232
Sunbelt Securities, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.20%0.22%0.23%Q4 2015Q1 20162
WEYBOSSET RESEARCH & MANAGEMENT LLC 220.08%0.12%0.15%Q1 2021Q2 20212
INCEPTIONR LLC 220.14%0.18%0.21%Q2 2023Q3 20232
AIA Group Ltd 220.02%0.02%0.02%Q2 2023Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.05%0.06%0.07%Q1 2022Q2 20222
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.00%0.00%0.00%Q1 2019Q2 20192
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q3 2016Q4 20162
Mendota Financial Group, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Regal Investment Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Dean Capital Management 220.48%0.74%1.00%Q2 2013Q3 20132
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Western Wealth Management, LLC 110.11%0.20%0.28%Q2 2019Q4 20192
First Trust Direct Indexing L.P. 110.02%0.02%0.03%Q4 2020Q4 20212
Marathon Asset Management Ltd 220.40%0.56%0.71%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Tradewinds Capital Management, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
TORONTO DOMINION BANK 220.00%0.00%0.00%Q4 2021Q1 20222
NAVELLIER & ASSOCIATES INC 220.96%1.12%1.29%Q1 2022Q2 20222
XTX Topco Ltd 110.06%0.06%0.07%Q3 2021Q1 20232
Horizon Investments, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HANCOCK WHITNEY CORP 220.29%0.30%0.31%Q2 2023Q3 20232
Strategic Blueprint, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Foundry Partners, LLC 220.22%0.28%0.33%Q2 2023Q3 20232
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.00%0.00%Q4 2019Q1 20202
Aurora Investment Counsel 220.82%0.83%0.85%Q2 2023Q3 20232
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q3 20232
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2021Q1 20232
CSS LLC/IL 220.02%0.02%0.02%Q2 2023Q3 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
CAPSTONE ASSET MANAGEMENT CO 220.01%0.01%0.01%Q1 2017Q2 20172
KG&L Capital Management,LLC 220.12%0.14%0.16%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
DELPHI MANAGEMENT INC /MA/ 111.38%1.53%1.69%Q4 2022Q2 20232
OCCUDO QUANTITATIVE STRATEGIES LP 220.06%0.07%0.09%Q2 2023Q3 20232
Aquatic Capital Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Advisors Asset Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Fulcrum Equity Management 220.19%0.20%0.21%Q1 2022Q2 20222
Privium Fund Management (UK) Ltd 220.19%0.56%0.94%Q2 2023Q3 20232
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Y-Intercept (Hong Kong) Ltd 220.07%0.07%0.08%Q4 2022Q1 20232
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
KDI CAPITAL PARTNERS LLC 220.32%0.33%0.33%Q1 2018Q2 20182
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2022Q3 20222
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
CANADA PENSION PLAN INVESTMENT BOARD 220.00%0.00%0.00%Q2 2021Q3 20212
TWINBEECH CAPITAL LP 220.01%0.02%0.04%Q1 2023Q2 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
AMI INVESTMENT MANAGEMENT INC 220.09%0.10%0.10%Q1 2022Q2 20222
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.96%0.99%1.02%Q1 2016Q2 20162
Paralel Advisors LLC 220.12%0.12%0.13%Q2 2023Q3 20232
One Wealth Advisors, LLC 220.06%0.07%0.08%Q1 2022Q2 20222
REYNOLDS CAPITAL MANAGEMENT LLC 220.57%0.63%0.68%Q3 2015Q4 20152
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BAILARD, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
CAXTON ASSOCIATES LP 220.03%0.04%0.05%Q2 2019Q3 20192
NATIXIS 220.00%0.00%0.00%Q3 2019Q4 20192
Redwood Investment Management, LLC 220.04%0.04%0.05%Q1 2022Q2 20222
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
U S GLOBAL INVESTORS INC 110.39%0.53%0.66%Q2 2018Q1 20192
Vise Technologies, Inc. 220.08%0.09%0.10%Q1 2022Q2 20222
OneAscent Financial Services LLC 110.12%0.14%0.15%Q2 2019Q4 20192
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2022Q3 20232
Ergoteles LLC 110.01%0.02%0.04%Q2 2021Q3 20222
Hightower 6M Holding, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
CIBC WORLD MARKET INC. 220.01%0.01%0.01%Q2 2019Q3 20192
Human Investing LLC 220.03%0.03%0.03%Q2 2019Q3 20192
True Link Financial Advisors, LLC 220.01%0.01%0.02%Q3 2021Q4 20212
Alambic Investment Management, L.P. 220.12%0.14%0.16%Q4 2017Q1 20182
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
DRIEHAUS CAPITAL MANAGEMENT LLC 220.05%0.05%0.06%Q3 2015Q4 20152
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Alpha Quant Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Sara-Bay Financial 110.12%0.12%0.12%Q3 2022Q3 20221
Ground Swell Capital, LLC 110.05%0.05%0.05%Q2 2014Q2 20141
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Parametrica Management Ltd 110.39%0.39%0.39%Q1 2018Q1 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
AlphaCrest Capital Management LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Quantamental Technologies LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2021Q4 20211
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
ELLINGTON MANAGEMENT GROUP LLC 110.08%0.08%0.08%Q1 2014Q1 20141
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q3 2017Q3 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Edgestream Partners, L.P. 110.06%0.06%0.06%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
COMMERCE BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
MOTCO 110.00%0.00%0.00%Q3 2015Q3 20151
Kathleen S. Wright Associates Inc. 110.33%0.33%0.33%Q3 2023Q3 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Sandy Spring Bank 110.18%0.18%0.18%Q2 2015Q2 20151
COWEN INC. 110.02%0.02%0.02%Q4 2015Q4 20151
Wealthquest Corp 110.04%0.04%0.04%Q3 2023Q3 20231
Absolute Return Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ETF MANAGERS GROUP, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Airain ltd 110.02%0.02%0.02%Q4 2015Q4 20151
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Inspire Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Princeton Alpha Management LP 110.04%0.04%0.04%Q2 2016Q2 20161
Nebula Research & Development LLC 110.37%0.37%0.37%Q3 2023Q3 20231
Gladius Capital Management LP 110.01%0.01%0.01%Q1 2022Q1 20221
Cabot-Wellington, LLC 111.49%1.49%1.49%Q2 2016Q2 20161
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
DUALITY ADVISERS, LP 110.08%0.08%0.08%Q4 2019Q4 20191
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OFI Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
GAM Holding AG 110.02%0.02%0.02%Q3 2019Q3 20191
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sageworth Trust Co of South Dakota 110.02%0.02%0.02%Q4 2021Q4 20211
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
WMS Partners, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Jupiter Investment Management Ltd 110.04%0.04%0.04%Q2 2016Q2 20161
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2015Q1 20151
PAX Financial Group, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Colonial Trust Co / SC 110.01%0.01%0.01%Q3 2023Q3 20231
Quantitative Systematic Strategies LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Privium Fund Management B.V. 110.05%0.05%0.05%Q2 2023Q2 20231
SEVEN EIGHT CAPITAL, LP 110.04%0.04%0.04%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Intersect Capital LLC 110.06%0.06%0.06%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q3 2019Q3 20191
Summit Trail Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
AlphaMark Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.00%0.00%Q4 2021Q4 20211
Index Management Solutions, LLC 110.11%0.11%0.11%Q3 2014Q3 20141
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Ada Investment Management, LP 110.14%0.14%0.14%Q4 2015Q4 20151
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
ISLAY CAPITAL MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CHILTON INVESTMENT CO INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Riverview Trust Co 110.01%0.01%0.01%Q1 2022Q1 20221
EAM Investors, LLC 110.37%0.37%0.37%Q2 2022Q2 20221
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Newtyn Management, LLC 111.06%1.06%1.06%Q2 2016Q2 20161
External links

This page lists all the filers that currently own COCA COLA BOTTLING CO CONS or have owned COCA COLA BOTTLING CO CONS in the past.