Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GLENMEDE TRUST CO NA | 17 | 1 | 0.00% | 0.00% | 0.05% | Q4 2006 | Q1 2020 | 40 |
Bartlett & Co. LLC | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 33 |
Winch Advisory Services, LLC | 29 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 32 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2021 | 29 |
CapWealth Advisors, LLC | 24 | 1 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q1 2022 | 26 |
RHUMBLINE ADVISERS | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Hosking Partners LLP | 24 | 24 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q2 2021 | 24 |
Edge Wealth Management LLC | 16 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q4 2021 | 24 |
Formidable Asset Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.24% | Q2 2015 | Q3 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
HighPoint Advisor Group LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 17 |
Highlander Capital Management, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 17 |
Moloney Securities Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
VNBTrust, National Association | 14 | 14 | 0.13% | 0.24% | 0.40% | Q1 2015 | Q2 2018 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 14 |
Parkwood LLC | 7 | 7 | 0.03% | 0.15% | 0.33% | Q4 2013 | Q3 2018 | 14 |
RAY GERALD L & ASSOCIATES LTD | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Kovack Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.20% | Q4 2013 | Q1 2022 | 13 |
Truehand, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Geduld E E | 8 | 4 | 0.06% | 0.24% | 0.84% | Q3 2013 | Q3 2016 | 12 |
TRADITION CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2021 | 11 |
AMERIPRISE FINANCIAL INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 11 |
RBF Capital, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2015 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 10 |
Pinnacle Holdings, LLC | 10 | 10 | 0.01% | 0.06% | 0.18% | Q2 2021 | Q3 2023 | 10 |
WESBANCO BANK INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Marietta Wealth Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
NVWM, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ArchPoint Investors | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 9 |
Seamans Capital Management, LLC | 8 | 1 | 0.30% | 6.32% | 11.60% | Q2 2013 | Q3 2015 | 9 |
Burt Wealth Advisors | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
AlphaMark Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 9 |
WILLIAM HARRIS INVESTORS INC | 8 | 8 | 0.23% | 0.36% | 0.73% | Q1 2015 | Q4 2016 | 8 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.02% | 0.10% | 0.17% | Q4 2016 | Q1 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Matthew 25 Management Corp | 5 | 5 | 0.41% | 0.68% | 1.01% | Q2 2020 | Q2 2021 | 5 |
JET CAPITAL INVESTORS L P | 3 | 2 | 0.08% | 0.14% | 0.26% | Q4 2013 | Q1 2021 | 5 |
ALBION FINANCIAL GROUP /UT | 5 | 5 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
InterOcean Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
WINTON GROUP Ltd | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
NORTH STAR ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
BECK MACK & OLIVER LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
GILDER GAGNON HOWE & CO LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
STEWARD CAPITAL MANAGEMENT/ | 3 | 3 | 0.56% | 0.63% | 0.73% | Q1 2014 | Q3 2014 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cladis Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q4 2014 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Fairholme Capital Management | 3 | 3 | 0.76% | 0.79% | 0.81% | Q4 2013 | Q2 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Ruane, Cunniff & Goldfarb | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 3 | 3 | 0.10% | 0.15% | 0.22% | Q2 2016 | Q4 2016 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Vectors Research Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 3 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Winning Points Advisors, LLC | 2 | 2 | 0.15% | 0.31% | 0.46% | Q2 2021 | Q3 2021 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2014 | Q3 2014 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Aperio Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
SCHALLER INVESTMENT GROUP INC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q1 2014 | Q2 2014 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 2 | 0.36% | 1.15% | 1.95% | Q4 2019 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SOL Capital Management CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
DAVIS R M INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Benchmark Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Energy Opportunities Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Virginia National Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own FANNIE MAE or have owned FANNIE MAE in the past.