Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 47 |
RIVERSTONE HOLDINGS LLC | 28 | 28 | 0.30% | 22.33% | 69.53% | Q2 2015 | Q1 2022 | 28 |
ClearBridge Investments | 27 | 27 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2021 | 27 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
GOLDMAN SACHS GROUP INC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 27 |
UBS Group AG | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
USCA RIA LLC | 25 | 25 | 0.08% | 0.23% | 0.32% | Q2 2015 | Q2 2021 | 25 |
DEUTSCHE BANK AG\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 25 |
Avenir Corp | 25 | 25 | 0.10% | 0.22% | 0.33% | Q4 2015 | Q4 2021 | 25 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
IFP Advisors, Inc | 13 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 23 |
Cetera Advisors LLC | 12 | 11 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2021 | 23 |
Texas Yale Capital Corp. | 23 | 23 | 0.05% | 0.07% | 0.12% | Q2 2016 | Q4 2021 | 23 |
HITE Hedge Asset Management LLC | 10 | 1 | 0.17% | 2.51% | 5.69% | Q2 2015 | Q3 2023 | 23 |
Baldwin Investment Management, LLC | 23 | 23 | 0.34% | 0.39% | 0.47% | Q1 2016 | Q3 2021 | 23 |
Carlyle Group Inc. | 21 | 21 | 1.11% | 14.49% | 31.48% | Q2 2015 | Q2 2020 | 21 |
Good Life Advisors, LLC | 21 | 21 | 0.06% | 0.08% | 0.12% | Q4 2016 | Q4 2021 | 21 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 21 | 0.25% | 0.28% | 0.30% | Q3 2016 | Q3 2021 | 21 |
THOMPSON SIEGEL & WALMSLEY LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 8 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2021 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 20 |
Clearstead Trust, LLC | 17 | 3 | 0.79% | 1.50% | 2.58% | Q4 2016 | Q4 2021 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
BARD ASSOCIATES INC | 19 | 19 | 0.15% | 0.30% | 1.06% | Q2 2017 | Q4 2021 | 19 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 19 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 19 | 19 | 0.00% | 1.08% | 2.88% | Q3 2017 | Q1 2022 | 19 |
ARDSLEY ADVISORY PARTNERS LP | 15 | 2 | 0.13% | 2.67% | 5.82% | Q4 2015 | Q3 2021 | 19 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 19 |
Salient Capital Advisors, LLC | 15 | 3 | 0.01% | 0.15% | 0.63% | Q2 2015 | Q3 2021 | 18 |
JPMORGAN CHASE & CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 17 |
US BANCORP \DE\ | 11 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 17 |
CITIGROUP INC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2021 | 17 |
BRASADA CAPITAL MANAGEMENT, LP | 16 | 1 | 0.54% | 0.79% | 1.31% | Q4 2017 | Q1 2022 | 17 |
Independent Advisor Alliance | 9 | 7 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Cutler Group LLC / CA | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 15 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 14 |
Blackstone Inc. | 9 | 5 | 0.02% | 0.07% | 0.17% | Q2 2015 | Q1 2019 | 14 |
BARCLAYS PLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 14 |
AMERICAN CENTURY COMPANIES INC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2021 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q4 2021 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Renaissance Technologies | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
VAN ECK ASSOCIATES CORP | 8 | 5 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 13 |
Mosaic Family Wealth, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Northern Right Capital Management, L.P. | 13 | 13 | 0.49% | 2.39% | 4.38% | Q4 2018 | Q4 2021 | 13 |
BANK OF MONTREAL /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 13 |
FIRST TRUST ADVISORS LP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 3 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 13 |
Community Capital Management, LLC | 13 | 13 | 1.76% | 3.20% | 4.26% | Q4 2018 | Q4 2021 | 13 |
ALPS ADVISORS INC | 13 | 13 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q4 2021 | 13 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 13 |
AMERICAN FINANCIAL GROUP INC | 13 | 13 | 0.03% | 0.09% | 0.19% | Q4 2018 | Q4 2021 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.08% | 0.14% | Q3 2016 | Q2 2019 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
GSA CAPITAL PARTNERS LLP | 6 | 2 | 0.01% | 0.05% | 0.14% | Q3 2015 | Q4 2021 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Allen Investment Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2015 | Q3 2018 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 12 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 7 | 4 | 0.03% | 0.18% | 0.37% | Q1 2019 | Q4 2021 | 11 |
CREDIT SUISSE AG/ | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 11 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2021 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.68% | 0.91% | 1.34% | Q1 2019 | Q3 2021 | 11 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2021 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
EMERALD ADVISERS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2019 | 10 |
Morse Asset Management, Inc | 10 | 10 | 0.10% | 0.15% | 0.24% | Q3 2019 | Q4 2021 | 10 |
Bramshill Investments, LLC | 10 | 10 | 0.06% | 0.12% | 0.19% | Q2 2019 | Q3 2021 | 10 |
Chicago Partners Investment Group LLC | 6 | 3 | 0.00% | 0.03% | 0.12% | Q3 2015 | Q3 2018 | 9 |
STATE STREET CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2021 | 9 |
MONETARY MANAGEMENT GROUP INC | 9 | 9 | 0.10% | 0.44% | 0.59% | Q3 2019 | Q3 2021 | 9 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 9 |
ValueAct Holdings | 9 | 9 | 0.18% | 0.70% | 2.00% | Q2 2018 | Q2 2020 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.00% | 0.08% | 0.10% | Q3 2019 | Q3 2021 | 9 |
BEACH INVESTMENT COUNSEL INC/PA | 6 | 2 | 0.43% | 0.52% | 0.74% | Q2 2020 | Q2 2022 | 8 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 8 | 8 | 0.46% | 0.53% | 0.63% | Q1 2020 | Q4 2021 | 8 |
Franklin Square Holdings, L.P. | 8 | 8 | 12.78% | 20.25% | 32.19% | Q4 2016 | Q3 2018 | 8 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 8 |
GUGGENHEIM CAPITAL LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 8 |
Weiss Multi-Strategy Advisers LLC | 8 | 8 | 0.06% | 0.12% | 0.27% | Q2 2015 | Q1 2017 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
NICOLA WEALTH MANAGEMENT LTD. | 8 | 8 | 0.14% | 0.38% | 0.59% | Q1 2020 | Q4 2021 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 7 |
INVERNESS COUNSEL LLC /NY/ | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Professional Financial Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.40% | 0.61% | 0.86% | Q2 2020 | Q4 2021 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
K.J. Harrison & Partners Inc | 7 | 7 | 0.37% | 0.65% | 0.90% | Q1 2016 | Q3 2017 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q4 2017 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Mechanics Bank Trust Department | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 7 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Candriam S.C.A. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 6 |
Nicholas Investment Partners, LP | 6 | 6 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q4 2021 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.07% | 0.33% | Q4 2019 | Q4 2021 | 6 |
CIBC Private Wealth Group, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q4 2020 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
13D Management LLC | 6 | 6 | 2.85% | 3.20% | 4.10% | Q3 2020 | Q4 2021 | 6 |
NATIXIS | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 0.12% | 0.18% | Q4 2016 | Q1 2018 | 6 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Valeo Financial Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 5 | 5 | 0.54% | 0.80% | 0.96% | Q4 2020 | Q4 2021 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
DALTON GREINER HARTMAN MAHER & CO | 4 | 1 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q4 2020 | 5 |
EVR Research LP | 5 | 5 | 8.23% | 9.58% | 10.95% | Q4 2020 | Q4 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q3 2021 | 5 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 5 |
MARATHON CAPITAL MANAGEMENT | 5 | 5 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Vancity Investment Management Ltd | 5 | 5 | 0.04% | 0.40% | 0.99% | Q4 2020 | Q4 2021 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 5 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 5 | 5 | 17.36% | 28.46% | 41.17% | Q4 2020 | Q4 2021 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.22% | 0.30% | 0.34% | Q2 2020 | Q2 2021 | 5 |
Tipp Hill Capital Management LLC | 5 | 5 | 1.02% | 6.65% | 27.72% | Q2 2015 | Q2 2016 | 5 |
Cavalier Investments, LLC | 4 | 4 | 0.16% | 0.21% | 0.23% | Q1 2017 | Q4 2017 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Bridgeworth, LLC | 2 | 1 | 0.03% | 0.19% | 0.33% | Q4 2016 | Q2 2018 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Veritable, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q1 2017 | Q4 2017 | 4 |
LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Cottage Street Advisors LLC | 3 | 3 | 0.26% | 0.29% | 0.33% | Q3 2021 | Q1 2022 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.12% | 0.22% | Q1 2020 | Q4 2021 | 3 |
Rafferty Asset Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.12% | Q4 2016 | Q3 2020 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.13% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Omega Advisors Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q4 2015 | 3 |
RBF Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2020 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q1 2017 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q4 2019 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ING GROEP NV | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 3 |
Brookfield Asset Management | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Mondrian Investment Partners LTD | 3 | 3 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q4 2020 | 3 |
GAGNON SECURITIES LLC | 2 | 2 | 2.08% | 2.40% | 2.72% | Q3 2021 | Q4 2021 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Jump Financial, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2021 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Harvest Fund Advisors LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Gagnon Advisors, LLC | 2 | 2 | 3.11% | 3.58% | 4.05% | Q3 2021 | Q4 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 2 |
CG Asset Management LLC | 2 | 2 | 0.29% | 0.37% | 0.45% | Q3 2016 | Q4 2016 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
FrontFour Capital Group LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2015 | Q2 2015 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2021 | Q3 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hall Private Wealth Advisors | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2016 | Q1 2016 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Lorber David A | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2015 | Q2 2015 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Western Standard LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2020 | Q2 2020 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
L & S Advisors Inc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own ENVIVA PARTNERS LP or have owned ENVIVA PARTNERS LP in the past.