EXCEL TR INC shareholder history

Current and past EXCEL TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
RATIONAL ADVISORS LLC 13130.00%0.00%0.00%Q4 2010Q4 201313
GOLDMAN SACHS GROUP INC 610.00%0.00%0.00%Q1 2012Q2 201511
CREDIT SUISSE AG/ 10100.00%0.00%0.01%Q1 2013Q2 201510
Zurcher Kantonalbank (Zurich Cantonalbank) 10100.00%0.00%0.00%Q1 2013Q2 201510
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10100.00%0.00%0.00%Q1 2013Q2 201510
ClearBridge Investments 990.02%0.02%0.02%Q2 2013Q2 20159
RHUMBLINE ADVISERS 990.00%0.00%0.00%Q2 2013Q2 20159
MACQUARIE GROUP LTD 990.00%0.00%0.00%Q2 2013Q2 20159
Forward Management, LLC 990.94%1.25%2.00%Q2 2013Q2 20159
BARCLAYS PLC 990.00%0.00%0.00%Q2 2013Q2 20159
CREDIT AGRICOLE S A 990.00%0.00%0.00%Q2 2013Q2 20159
VANGUARD GROUP INC 990.01%0.01%0.01%Q2 2013Q2 20159
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q2 2013Q2 20159
AMERICAN CENTURY COMPANIES INC 990.01%0.01%0.01%Q2 2013Q2 20159
TEACHERS ADVISORS, LLC 990.00%0.01%0.02%Q2 2013Q2 20159
GENESEE VALLEY TRUST CO 990.11%0.14%0.18%Q2 2013Q2 20159
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 990.05%0.07%0.08%Q2 2013Q2 20159
DIMENSIONAL FUND ADVISORS LP 990.00%0.00%0.01%Q2 2013Q2 20159
NEW YORK STATE COMMON RETIREMENT FUND 990.00%0.01%0.01%Q2 2013Q2 20159
PRIVATE MANAGEMENT GROUP INC 990.04%2.24%2.83%Q2 2013Q2 20159
UBS ASSET MANAGEMENT AMERICAS INC 990.00%0.00%0.00%Q2 2013Q2 20159
Sumitomo Mitsui Trust Holdings, Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
THIRD AVENUE MANAGEMENT LLC 990.01%0.14%0.26%Q2 2013Q2 20159
TEACHER RETIREMENT SYSTEM OF TEXAS 990.00%0.00%0.00%Q2 2013Q2 20159
BlackRock Group LTD 990.00%0.00%0.00%Q2 2013Q2 20159
GUGGENHEIM CAPITAL LLC 990.00%0.00%0.01%Q2 2013Q2 20159
Swiss National Bank 990.00%0.00%0.00%Q2 2013Q2 20159
Bank of New York Mellon Corp 990.00%0.00%0.01%Q2 2013Q2 20159
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 990.00%0.00%0.00%Q2 2013Q2 20159
Shinko Asset Management Co., Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
FIC CAPITAL INC 990.45%0.83%1.21%Q2 2013Q2 20159
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.00%0.01%Q2 2013Q2 20159
JPMORGAN CHASE & CO 990.01%0.01%0.01%Q2 2013Q2 20159
CITIGROUP INC 990.00%0.01%0.04%Q2 2013Q2 20159
ALLIANCEBERNSTEIN L.P. 990.00%0.00%0.00%Q2 2013Q2 20159
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 990.00%0.01%0.01%Q2 2013Q2 20159
STRS OHIO 990.01%0.01%0.01%Q2 2013Q2 20159
FMR LLC 990.00%0.01%0.02%Q2 2013Q2 20159
BlackRock Institutional Trust Company, N.A. 990.00%0.00%0.01%Q2 2013Q2 20159
SHIKIAR ASSET MANAGEMENT INC 990.48%1.22%1.65%Q2 2013Q2 20159
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2013Q2 20159
GEODE CAPITAL MANAGEMENT, LLC 990.00%0.00%0.00%Q2 2013Q2 20159
SYSTEMATIC FINANCIAL MANAGEMENT LP 990.12%0.17%0.20%Q2 2013Q2 20159
STATE STREET CORP 990.00%0.00%0.00%Q2 2013Q2 20159
BlackRock Fund Advisors 990.01%0.01%0.01%Q2 2013Q2 20159
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q2 2013Q2 20159
METROPOLITAN LIFE INSURANCE CO/NY 990.00%0.00%0.01%Q2 2013Q2 20159
THRIVENT FINANCIAL FOR LUTHERANS 990.00%0.00%0.01%Q2 2013Q2 20159
Asset Management One Co., Ltd. 990.03%0.03%0.04%Q2 2013Q2 20159
INVESTMENT COUNSELORS OF MARYLAND LLC 990.65%0.83%1.01%Q2 2013Q2 20159
VOYA INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q2 2013Q2 20159
RUSSELL FRANK CO/ 990.00%0.00%0.00%Q2 2013Q2 20159
NORTHERN TRUST CORP 990.00%0.00%0.00%Q2 2013Q2 20159
NOMURA ASSET MANAGEMENT CO LTD 990.00%0.01%0.01%Q2 2013Q2 20159
Legal & General Group Plc 990.00%0.00%0.00%Q2 2013Q2 20159
BlackRock Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
BlackRock Japan Co. Ltd 990.00%0.00%0.00%Q2 2013Q2 20159
Daiwa Securities Group Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
FIRST TRUST ADVISORS LP 990.00%0.00%0.00%Q2 2013Q2 20159
Mitsubishi UFJ Asset Management Co., Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.00%0.00%0.00%Q2 2013Q2 20159
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q2 2013Q2 20159
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 990.00%0.00%0.00%Q2 2013Q2 20159
TIAA CREF INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q2 2013Q2 20159
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
BlackRock Investment Management, LLC 990.00%0.00%0.01%Q2 2013Q2 20159
Friedberg Investment Management 880.12%0.15%0.19%Q2 2013Q1 20158
HSBC HOLDINGS PLC 880.00%0.00%0.00%Q2 2013Q1 20158
KBC Group NV 710.00%0.00%0.01%Q2 2013Q2 20158
DEUTSCHE BANK AG\ 880.00%0.00%0.01%Q3 2013Q2 20158
PRUDENTIAL FINANCIAL INC 880.01%0.03%0.05%Q2 2013Q1 20158
MILLENNIUM MANAGEMENT LLC 710.00%0.03%0.06%Q2 2013Q2 20158
FIRST CITIZENS BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
LAZARD ASSET MANAGEMENT LLC 880.01%0.01%0.01%Q2 2013Q1 20158
Nationwide Fund Advisors 620.00%0.00%0.00%Q2 2013Q2 20158
RMR Advisors LLC 880.81%0.87%0.94%Q2 2013Q1 20158
EII CAPITAL MANAGEMENT, INC. 880.00%0.01%0.04%Q2 2013Q1 20158
D. E. Shaw & Co., Inc. 710.00%0.01%0.01%Q2 2013Q2 20158
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 880.00%0.01%0.01%Q2 2013Q1 20158
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.01%0.01%0.02%Q2 2013Q1 20158
AMP Capital Investors Ltd 880.00%0.00%0.01%Q3 2013Q2 20158
BNP PARIBAS FINANCIAL MARKETS 620.00%0.00%0.00%Q2 2013Q2 20158
WELLINGTON MANAGEMENT GROUP LLP 880.00%0.01%0.02%Q2 2013Q1 20158
Citadel Advisors 880.00%0.00%0.01%Q2 2013Q1 20158
SECURIAN ASSET MANAGEMENT, INC 770.03%0.07%0.10%Q3 2013Q1 20157
MORGAN STANLEY 770.00%0.00%0.02%Q4 2013Q2 20157
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q2 2013Q2 20157
GREAT WEST LIFE ASSURANCE CO /CAN/ 770.00%0.00%0.00%Q4 2013Q2 20157
ProShare Advisors LLC 520.00%0.01%0.01%Q2 2013Q1 20157
PRICE T ROWE ASSOCIATES INC /MD/ 770.00%0.00%0.00%Q4 2013Q2 20157
PRINCIPAL FINANCIAL GROUP INC 610.00%0.00%0.00%Q2 2013Q2 20157
TWO SIGMA INVESTMENTS, LP 770.00%0.00%0.01%Q4 2013Q2 20157
SEI TRUST CO 660.00%0.00%0.00%Q2 2013Q3 20146
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 660.01%0.01%0.01%Q1 2014Q2 20156
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2013Q2 20156
Tower Research Capital LLC (TRC) 660.00%0.00%0.01%Q4 2013Q1 20156
Independent Order of Foresters 660.14%0.42%0.50%Q2 2013Q3 20146
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 660.01%0.01%0.02%Q4 2013Q1 20156
AMERIPRISE FINANCIAL INC 660.00%0.00%0.00%Q2 2013Q3 20146
HOLLENCREST CAPITAL MANAGEMENT 660.02%0.04%0.05%Q4 2013Q1 20156
Renaissance Technologies 420.00%0.01%0.03%Q4 2013Q2 20156
PNC FINANCIAL SERVICES GROUP, INC. 660.00%0.00%0.00%Q1 2014Q2 20156
Creative Planning 660.00%0.00%0.00%Q1 2014Q2 20156
VIRGINIA RETIREMENT SYSTEMS ET AL 660.00%0.01%0.02%Q1 2014Q2 20156
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q4 2013Q4 20145
IndexIQ Advisors LLC 550.04%0.05%0.06%Q2 2014Q2 20155
TUDOR INVESTMENT CORP ET AL 550.01%0.03%0.10%Q2 2014Q2 20155
Neuberger Berman Group LLC 550.01%0.02%0.02%Q2 2014Q2 20155
Catalyst Capital Advisors LLC 550.11%0.16%0.23%Q1 2014Q1 20155
AQR Capital Management 320.00%0.00%0.00%Q3 2013Q2 20155
ROYAL BANK OF CANADA 210.00%0.00%0.00%Q2 2013Q2 20155
JACOBS LEVY EQUITY MANAGEMENT, INC 550.00%0.01%0.02%Q1 2014Q1 20155
Nuveen Asset Management, LLC 550.03%0.08%0.14%Q2 2014Q2 20155
FALCON POINT CAPITAL, LLC 550.19%0.36%0.47%Q2 2014Q2 20155
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.18%0.71%Q3 2013Q2 20154
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.01%Q2 2014Q1 20154
Crow Point Partners, LLC 311.09%1.27%1.34%Q1 2014Q1 20154
Opus Capital Group, LLC 440.99%1.09%1.29%Q2 2014Q1 20154
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 440.01%0.01%0.01%Q2 2014Q1 20154
Advisors Asset Management, Inc. 440.00%0.00%0.01%Q3 2014Q2 20154
GSA CAPITAL PARTNERS LLP 440.01%0.01%0.02%Q3 2014Q2 20154
TFS CAPITAL LLC 310.05%0.06%0.08%Q3 2013Q3 20144
SG Americas Securities, LLC 310.00%0.01%0.06%Q3 2013Q2 20154
US BANCORP \DE\ 440.00%0.00%0.00%Q2 2014Q1 20154
KEMPNER CAPITAL MANAGEMENT INC. 440.05%0.08%0.10%Q3 2014Q2 20154
FIRST MERCANTILE TRUST CO 440.01%0.01%0.02%Q2 2014Q1 20154
Mizuho Trust & Banking Co., Ltd. 330.00%0.00%0.00%Q4 2014Q2 20153
Numeric Investors LLC 210.01%0.03%0.06%Q2 2013Q4 20143
FRANKLIN RESOURCES INC 330.00%0.01%0.02%Q4 2014Q2 20153
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 330.53%0.61%0.66%Q2 2013Q4 20133
UBS Group AG 330.00%0.01%0.03%Q4 2014Q2 20153
NATIXIS ADVISORS, L.P. 330.11%0.13%0.14%Q2 2013Q4 20133
LSV ASSET MANAGEMENT 330.00%0.00%0.01%Q2 2014Q4 20143
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2014Q2 20153
American Assets Investment Management, LLC 330.25%0.26%0.28%Q2 2013Q4 20133
SECOR Capital Advisors, LP 210.12%0.18%0.29%Q1 2014Q4 20143
APG Asset Management US Inc. 330.03%0.19%0.27%Q2 2013Q4 20133
Aperio Group, LLC 210.00%0.00%0.00%Q3 2014Q2 20153
TWO SIGMA ADVISERS, LP 330.00%0.00%0.01%Q3 2014Q1 20153
QS Investors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
MANNING & NAPIER ADVISORS LLC 330.02%0.02%0.03%Q3 2014Q1 20153
Advocacy Wealth Management Services, LLC 220.04%0.06%0.07%Q2 2013Q3 20132
ClariVest Asset Management LLC 220.01%0.01%0.01%Q3 2014Q4 20142
Starwood Real Estate Securities, LLC 222.74%3.12%3.49%Q2 2014Q3 20142
P SCHOENFELD ASSET MANAGEMENT LP 110.29%0.47%0.66%Q1 2014Q2 20152
Integre Asset Management, LLC 220.14%0.14%0.14%Q1 2014Q2 20142
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
SIMPLEX TRADING, LLC 220.00%0.00%0.01%Q1 2015Q2 20152
PDT Partners, LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Boston Partners 220.01%0.01%0.01%Q4 2014Q1 20152
KENNEDY CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
Nine Chapters Capital Management LLC 110.04%0.05%0.06%Q1 2014Q1 20152
TWO SIGMA SECURITIES, LLC 110.18%0.23%0.28%Q4 2014Q2 20152
Carroll Financial Associates, Inc. 110.00%0.00%0.01%Q3 2013Q1 20142
Cannell & Co. 220.01%0.01%0.01%Q2 2014Q3 20142
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.02%0.12%0.23%Q2 2014Q2 20152
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2014Q2 20141
GLG Partners LP 110.08%0.08%0.08%Q2 2015Q2 20151
SALEM INVESTMENT COUNSELORS INC 110.08%0.08%0.08%Q2 2014Q2 20141
Weiss Multi-Strategy Advisers LLC 110.03%0.03%0.03%Q1 2014Q1 20141
SPHINX TRADING, LP 110.12%0.12%0.12%Q2 2015Q2 20151
DRIEHAUS CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q2 2014Q2 20141
Westchester Capital Management, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
MARTINGALE ASSET MANAGEMENT L P 110.02%0.02%0.02%Q2 2014Q2 20141
MENTA CAPITAL LLC 110.08%0.08%0.08%Q1 2014Q1 20141
OppenheimerFunds, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2014Q2 20141
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q2 2015Q2 20151
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2015Q1 20151
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2015Q2 20151
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q2 2015Q2 20151
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q2 2015Q2 20151
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Yakira Capital Management, Inc. 110.31%0.31%0.31%Q2 2015Q2 20151
BERKLEY W R CORP 110.67%0.67%0.67%Q2 2015Q2 20151
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q1 2015Q1 20151
FLOW TRADERS U.S. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Polar Asset Management Partners Inc. 110.10%0.10%0.10%Q2 2015Q2 20151
AQR Arbitrage LLC 110.47%0.47%0.47%Q2 2015Q2 20151
Virtu KCG Holdings LLC 110.04%0.04%0.04%Q2 2015Q2 20151
GREEN ARROW CAPITAL MANAGEMENT LLC 110.18%0.18%0.18%Q2 2015Q2 20151
WATER ISLAND CAPITAL LLC 112.16%2.16%2.16%Q2 2015Q2 20151
Chicago Capital Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
GLOBEFLEX CAPITAL L P 110.00%0.00%0.00%Q1 2015Q1 20151
CSS LLC/IL 110.01%0.01%0.01%Q2 2015Q2 20151
Pine River Capital Management L.P. 110.03%0.03%0.03%Q2 2014Q2 20141
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 111.65%1.65%1.65%Q2 2015Q2 20151
Alyeska Investment Group, L.P. 110.04%0.04%0.04%Q2 2014Q2 20141
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
NATIXIS 110.03%0.03%0.03%Q2 2015Q2 20151
DEPRINCE RACE & ZOLLO INC 110.01%0.01%0.01%Q2 2013Q2 20131
Alpine Global Management, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Burren Capital Advisors Ltd 116.75%6.75%6.75%Q2 2015Q2 20151
Andromeda Capital LLC 111.01%1.01%1.01%Q2 2015Q2 20151
OMERS ADMINISTRATION Corp 110.18%0.18%0.18%Q2 2015Q2 20151
Verition Fund Management LLC 110.02%0.02%0.02%Q3 2014Q3 20141
GLAZER CAPITAL, LLC 114.79%4.79%4.79%Q2 2015Q2 20151
Ancora Advisors LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Telemetry Investments, L.L.C. 110.10%0.10%0.10%Q2 2015Q2 20151
AXA S.A. 110.00%0.00%0.00%Q4 2014Q4 20141
Walleye Trading LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2014Q4 20141
GARDNER LEWIS ASSET MANAGEMENT L P 113.73%3.73%3.73%Q2 2015Q2 20151
Kassirer Asset Management Corp 115.51%5.51%5.51%Q2 2015Q2 20151
Capstone Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2015Q2 20151
Cowen Prime Services LLC 110.35%0.35%0.35%Q2 2015Q2 20151
External links

This page lists all the filers that currently own EXCEL TR INC or have owned EXCEL TR INC in the past.