| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CT Financial Advisors LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q1 2017 | 10 |
| Endurance Wealth Management, Inc. | 8 | 8 | 0.16% | 0.23% | 0.26% | Q2 2013 | Q1 2015 | 8 |
| Janney Montgomery Scott LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 7 |
| MONROE BANK & TRUST/MI | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
| B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.18% | 0.30% | Q3 2014 | Q4 2014 | 2 |
| MARSHWINDS ADVISORY CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own FAIRHOLME FUND or have owned FAIRHOLME FUND in the past.