Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KENNEDY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEPRINCE RACE & ZOLLO INC | 42 | 42 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.14% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Minerva Advisors LLC | 42 | 42 | 0.09% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 39 |
Renaissance Technologies | 36 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 37 |
RHUMBLINE ADVISERS | 20 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 16 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
PHILADELPHIA TRUST CO | 34 | 34 | 0.34% | 0.61% | 0.99% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
WEDBUSH SECURITIES INC | 29 | 3 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 32 |
MARTINGALE ASSET MANAGEMENT L P | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
OLD REPUBLIC INTERNATIONAL CORP | 31 | 31 | 0.06% | 0.20% | 0.32% | Q1 2016 | Q3 2023 | 31 |
Invesco Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 30 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 29 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 29 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
THOMPSON SIEGEL & WALMSLEY LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 25 |
FMR LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
WEIK CAPITAL MANAGEMENT | 23 | 23 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q4 2018 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 23 |
SIT INVESTMENT ASSOCIATES INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2021 | 22 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CWA Asset Management Group, LLC | 21 | 21 | 0.54% | 0.90% | 1.42% | Q4 2015 | Q4 2020 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 21 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 20 |
Allianz Asset Management GmbH | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 20 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2021 | 19 |
PhiloSmith Capital Corp | 19 | 19 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q2 2021 | 19 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
STRS OHIO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
MENTA CAPITAL LLC | 18 | 18 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Pacific Ridge Capital Partners, LLC | 18 | 18 | 0.13% | 0.18% | 0.24% | Q4 2013 | Q1 2018 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
GLOBEFLEX CAPITAL L P | 9 | 4 | 0.07% | 0.12% | 0.18% | Q2 2015 | Q2 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
DENALI ADVISORS LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
First Eagle Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 17 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
TWO SIGMA ADVISERS, LP | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Citadel Advisors | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
EMERALD ADVISERS, LLC | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2016 | 14 |
KEELEY ASSET MANAGEMENT CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 14 |
PANAGORA ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 14 |
HEARTLAND ADVISORS INC | 13 | 13 | 0.04% | 0.19% | 0.43% | Q2 2014 | Q2 2017 | 13 |
ROYCE & ASSOCIATES LP | 9 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 13 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
ANALYTIC INVESTORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 12 |
PROSPECTOR PARTNERS LLC | 12 | 12 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q1 2016 | 12 |
CREDIT SUISSE AG/ | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
SHUFRO ROSE & CO LLC | 10 | 1 | 0.02% | 0.02% | 0.04% | Q3 2012 | Q3 2015 | 11 |
Keeley-Teton Advisors, LLC | 11 | 11 | 0.02% | 0.15% | 0.29% | Q1 2021 | Q3 2023 | 11 |
PRICE MICHAEL F | 11 | 11 | 0.16% | 0.28% | 0.32% | Q2 2013 | Q4 2015 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 11 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 11 |
Baldwin Investment Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2022 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 10 |
WINTON GROUP Ltd | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 10 |
FEDERATED HERMES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Creative Planning | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 10 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Arnhold LLC | 9 | 9 | 0.10% | 0.13% | 0.17% | Q1 2018 | Q1 2020 | 9 |
SIGNATUREFD, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 8 |
RUSSELL FRANK CO/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q1 2017 | Q4 2018 | 8 |
HUNTINGTON NATIONAL BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 8 |
Spark Investment Management LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q2 2017 | 8 |
TCW GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Engineers Gate Manager LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Municipal Employees' Retirement System of Michigan | 7 | 7 | 0.03% | 0.07% | 0.10% | Q3 2015 | Q1 2017 | 7 |
QS Investors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 7 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BlackRock Group LTD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 7 |
SIMPLEX TRADING, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Atwater Malick LLC | 6 | 6 | 0.20% | 0.23% | 0.29% | Q4 2018 | Q1 2020 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Foundry Partners, LLC | 6 | 6 | 0.13% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Zebra Capital Management LLC | 6 | 6 | 1.15% | 1.35% | 1.50% | Q3 2020 | Q4 2021 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Brandywine Global Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 5 |
HRT FINANCIAL LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.15% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.02% | 0.12% | 0.16% | Q4 2013 | Q3 2020 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2017 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
Cannell Capital | 5 | 5 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
LSV ASSET MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
US BANCORP \DE\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 5 |
RAMSEY QUANTITATIVE SYSTEMS | 5 | 5 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q4 2018 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q3 2016 | Q2 2017 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.06% | 0.07% | 0.10% | Q1 2017 | Q3 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 1.59% | 2.08% | 2.61% | Q4 2022 | Q3 2023 | 4 |
DALTON GREINER HARTMAN MAHER & CO | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.12% | 0.14% | 0.18% | Q2 2015 | Q1 2016 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
ClariVest Asset Management LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2020 | 4 |
State of Wyoming | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 4 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
AXA S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Riverview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ZPR Investment Management | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2018 | Q2 2018 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Vestcor Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Summit Global Investments | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q2 2017 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
LOMBARDIA CAPITAL PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own DONEGAL GROUP INC or have owned DONEGAL GROUP INC in the past.