| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 9 | 9 | 0.12% | 0.19% | 0.51% | Q2 2013 | Q2 2015 | 9 |
| Coston, McIsaac & Partners | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| ARVEST TRUST CO N A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
| QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Alaska Permanent Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
This page lists all the filers that currently own DEL VAL I or have owned DEL VAL I in the past.