| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
| Creative Planning | 18 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
| JFS WEALTH ADVISORS, LLC | 35 | 35 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2022 | 35 |
| Minerva Advisors LLC | 35 | 35 | 0.11% | 0.22% | 0.30% | Q2 2013 | Q4 2021 | 35 |
| Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 31 |
| MORGAN STANLEY | 19 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 28 |
| UBS Group AG | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 25 |
| PNC FINANCIAL SERVICES GROUP, INC. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 25 |
| BlackRock Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 24 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| BANC FUNDS CO LLC | 20 | 20 | 0.14% | 0.19% | 0.28% | Q2 2015 | Q1 2020 | 20 |
| VANGUARD GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
| BANK OF AMERICA CORP /DE/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 15 |
| CITIGROUP INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 15 |
| GENDELL JEFFREY L | 12 | 12 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q4 2021 | 12 |
| CBIZ Investment Advisory Services, LLC | 6 | 5 | 0.06% | 0.15% | 0.92% | Q4 2019 | Q3 2022 | 11 |
| OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
| STALEY CAPITAL ADVISERS INC | 10 | 10 | 0.02% | 0.09% | 0.18% | Q3 2020 | Q4 2022 | 10 |
| COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
| BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
| CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
| DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
| Private Wealth Advisors, Inc. | 6 | 6 | 0.54% | 1.00% | 1.17% | Q3 2019 | Q4 2020 | 6 |
| BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
| Schneider Downs Wealth Management Advisors, LP | 5 | 5 | 0.69% | 0.81% | 0.96% | Q2 2021 | Q2 2022 | 5 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 4 |
| BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
| ROYAL BANK OF CANADA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
| HOWE & RUSLING INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
| HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| Ergoteles LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 3 |
| GEODE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
| Ativo Capital Management LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q2 2018 | Q3 2018 | 2 |
| CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
| FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
| FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
| UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
| BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own EMCLAIRE FINL CORP or have owned EMCLAIRE FINL CORP in the past.