FIRST FNDTN INC shareholder history

Current and past FIRST FNDTN INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
NORTHERN TRUST CORP 35350.00%0.00%0.00%Q1 2015Q3 202335
WELLS FARGO & COMPANY/MN 35350.00%0.00%0.00%Q1 2015Q3 202335
VANGUARD GROUP INC 35350.00%0.00%0.01%Q1 2015Q3 202335
MORGAN STANLEY 3050.00%0.00%0.00%Q4 2014Q3 202335
BANK OF AMERICA CORP /DE/ 35350.00%0.00%0.00%Q1 2015Q3 202335
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q3 2015Q3 202333
BANC FUNDS CO LLC 33330.24%1.29%2.22%Q3 2015Q3 202333
FMR LLC 33330.00%0.01%0.01%Q3 2015Q3 202333
DEUTSCHE BANK AG\ 33330.00%0.00%0.01%Q3 2015Q3 202333
MANUFACTURERS LIFE INSURANCE COMPANY, THE 33330.00%0.00%0.01%Q3 2015Q3 202333
Bank of New York Mellon Corp 33330.00%0.00%0.00%Q3 2015Q3 202333
CITIGROUP INC 2810.00%0.00%0.00%Q2 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.00%0.00%Q4 2015Q3 202332
BARCLAYS PLC 32320.00%0.00%0.00%Q3 2015Q2 202332
VICTORY CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q3 2015Q1 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2830.00%0.00%0.00%Q4 2015Q3 202331
Citadel Advisors 1310.00%0.00%0.00%Q3 2015Q3 202331
FIRST TRUST ADVISORS LP 31310.00%0.00%0.01%Q4 2015Q2 202331
DIMENSIONAL FUND ADVISORS LP 30300.00%0.01%0.02%Q2 2016Q3 202330
BlackRock Inc. 30300.00%0.00%0.00%Q2 2016Q3 202330
BNP PARIBAS FINANCIAL MARKETS 30300.00%0.00%0.00%Q2 2016Q3 202330
STATE STREET CORP 30300.00%0.00%0.00%Q2 2016Q3 202330
Boston Partners 30300.00%0.01%0.02%Q3 2015Q4 202230
AMERICAN INTERNATIONAL GROUP, INC. 30300.00%0.00%0.00%Q2 2016Q3 202330
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 30300.00%0.00%0.00%Q2 2016Q3 202330
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30300.00%0.00%0.00%Q2 2016Q3 202330
RHUMBLINE ADVISERS 30300.00%0.00%0.00%Q2 2016Q3 202330
VOYA INVESTMENT MANAGEMENT LLC 30300.00%0.00%0.02%Q2 2016Q3 202330
STIFEL FINANCIAL CORP 2820.00%0.01%0.01%Q3 2015Q1 202330
NEW YORK STATE COMMON RETIREMENT FUND 30300.00%0.00%0.00%Q2 2016Q3 202330
Tower Research Capital LLC (TRC) 1510.00%0.00%0.01%Q4 2014Q3 202330
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
JPMORGAN CHASE & CO 2810.00%0.00%0.00%Q1 2016Q3 202329
GOLDMAN SACHS GROUP INC 2810.00%0.00%0.00%Q1 2016Q3 202329
CREDIT SUISSE AG/ 2610.00%0.00%0.00%Q4 2015Q3 202329
Apriem Advisors 29290.05%0.07%0.09%Q3 2015Q3 202229
Renaissance Technologies 1610.00%0.00%0.01%Q3 2015Q2 202328
Chesley Taft & Associates LLC 28280.00%0.04%0.10%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.03%0.07%Q4 2016Q3 202328
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.02%Q3 2015Q3 202328
ALLIANCEBERNSTEIN L.P. 27270.00%0.00%0.00%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q4 2014Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Swiss National Bank 26260.00%0.00%0.00%Q2 2017Q3 202326
ENDICOTT MANAGEMENT CO 26263.67%12.02%22.12%Q3 2015Q4 202126
GREAT WEST LIFE ASSURANCE CO /CAN/ 1690.00%0.00%0.00%Q2 2017Q3 202325
WELLINGTON MANAGEMENT GROUP LLP 1770.00%0.00%0.01%Q3 2015Q1 202324
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.00%Q4 2017Q3 202324
D. E. Shaw & Co., Inc. 1010.00%0.00%0.01%Q2 2016Q3 202324
FEDERATED HERMES, INC. 1710.00%0.00%0.01%Q4 2015Q3 202324
Allworth Financial LP 24240.00%0.00%0.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.00%Q4 2017Q3 202324
TWO SIGMA ADVISERS, LP 1670.00%0.00%0.01%Q1 2017Q3 202323
Invesco Ltd. 23230.00%0.00%0.00%Q1 2018Q3 202323
Rosenthal {-} Henry Capital Advisors, Inc. 2211.65%2.11%2.98%Q4 2016Q3 202223
UBS ASSET MANAGEMENT AMERICAS INC 23230.00%0.00%0.00%Q1 2018Q3 202323
EMERALD MUTUAL FUND ADVISERS TRUST 1410.01%0.23%0.64%Q3 2015Q3 202323
KENNEDY CAPITAL MANAGEMENT LLC 1540.01%0.18%0.41%Q3 2015Q1 202323
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.00%Q1 2018Q2 202322
TWO SIGMA INVESTMENTS, LP 1140.00%0.01%0.01%Q4 2016Q3 202322
Mesirow Financial Investment Management, Inc. 22220.93%1.79%2.50%Q3 2017Q4 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
HOLLENCREST CAPITAL MANAGEMENT 1020.02%0.14%0.38%Q2 2017Q3 202321
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11100.00%0.00%0.00%Q1 2016Q1 202221
IndexIQ Advisors LLC 20200.01%0.03%0.07%Q2 2017Q1 202220
American Money Management, LLC 20200.08%0.15%0.22%Q1 2015Q4 201920
PRUDENTIAL FINANCIAL INC 1320.00%0.00%0.01%Q1 2017Q3 202319
RMB Capital Management, LLC 1810.01%0.23%0.45%Q3 2015Q2 202219
METROPOLITAN LIFE INSURANCE CO/NY 1120.00%0.00%0.01%Q3 2018Q3 202319
Allianz Asset Management GmbH 19190.00%0.00%0.00%Q2 2017Q4 202119
AQR Capital Management 1540.00%0.00%0.02%Q3 2017Q3 202319
FLC Capital Advisors 19190.14%0.70%1.17%Q4 2018Q2 202319
MetLife Investment Management, LLC 1120.00%0.00%0.00%Q3 2018Q3 202319
ROYCE & ASSOCIATES LP 1810.00%0.06%0.09%Q2 2018Q2 202319
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q1 2017Q3 202318
Teton Advisors, Inc. 18180.02%0.10%0.19%Q3 2017Q4 202118
LPL Financial LLC 1710.00%0.00%0.00%Q2 2018Q1 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
MENDON CAPITAL ADVISORS CORP 18181.17%1.85%2.56%Q3 2015Q4 201918
WHITTIER TRUST CO 1170.00%0.01%0.02%Q1 2019Q3 202318
Azora Capital LP 1430.54%1.74%4.25%Q2 2018Q3 202317
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 17170.36%0.97%1.78%Q3 2015Q3 201917
PRINCIPAL FINANCIAL GROUP INC 1120.00%0.01%0.02%Q4 2017Q3 202317
Capital Bank & Trust Co 16160.00%0.00%0.01%Q2 2017Q1 202116
PANAGORA ASSET MANAGEMENT INC 1410.00%0.02%0.04%Q3 2018Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 1140.00%0.00%0.01%Q4 2014Q4 201915
BHZ CAPITAL MANAGEMENT, LP 820.08%1.01%2.79%Q1 2017Q3 202315
BALYASNY ASSET MANAGEMENT L.P. 920.00%0.02%0.06%Q3 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
AMERICAN CENTURY COMPANIES INC 15150.00%0.00%0.00%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 1210.00%0.00%0.00%Q4 2018Q3 202315
JENNISON ASSOCIATES LLC 14140.01%0.02%0.02%Q3 2019Q4 202214
Stieven Capital Advisors, L.P. 1131.00%1.14%1.45%Q3 2015Q1 202214
Trexquant Investment LP 610.01%0.03%0.08%Q4 2016Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.00%0.00%0.02%Q2 2020Q3 202314
ClariVest Asset Management LLC 1130.00%0.02%0.04%Q3 2017Q1 202214
Lindbrook Capital, LLC 13130.00%0.00%0.00%Q1 2020Q1 202313
Squarepoint Ops LLC 510.00%0.00%0.01%Q4 2016Q2 202313
Covington Capital Management 13130.00%0.01%0.02%Q3 2019Q3 202213
Arizona State Retirement System 13130.00%0.00%0.00%Q3 2020Q3 202313
MACKAY SHIELDS LLC 13130.01%0.02%0.02%Q1 2018Q1 202113
GLOBEFLEX CAPITAL L P 13130.08%0.12%0.20%Q1 2018Q1 202113
ACADIAN ASSET MANAGEMENT LLC 1120.00%0.01%0.01%Q4 2018Q1 202213
TEACHERS ADVISORS, LLC 12120.00%0.00%0.00%Q2 2016Q1 201912
SG Americas Securities, LLC 410.00%0.00%0.00%Q1 2016Q3 202312
ELCO Management Co., LLC 1110.17%0.30%0.39%Q3 2016Q4 202212
TIAA CREF INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.00%Q2 2016Q1 201912
US BANCORP \DE\ 12120.00%0.00%0.00%Q2 2020Q1 202312
MACQUARIE GROUP LTD 12120.00%0.02%0.04%Q2 2020Q1 202312
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.00%Q2 2020Q4 202211
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
Elizabeth Park Capital Advisors, Ltd. 11110.95%2.58%3.50%Q2 2020Q4 202211
WEDBUSH SECURITIES INC 1010.02%0.02%0.03%Q4 2017Q3 202011
OBERWEIS ASSET MANAGEMENT INC/ 11110.12%0.17%0.24%Q1 2020Q3 202211
BROWN ADVISORY INC 11110.00%0.00%0.00%Q3 2016Q1 201911
Cubist Systematic Strategies, LLC 11110.00%0.01%0.03%Q3 2020Q1 202311
CADENCE CAPITAL MANAGEMENT LLC 11110.06%0.09%0.13%Q4 2015Q2 201811
Eidelman Virant Capital 11110.34%0.45%0.59%Q3 2015Q1 201811
STATE OF WISCONSIN INVESTMENT BOARD 610.00%0.00%0.00%Q3 2020Q3 202311
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.00%0.01%Q3 2019Q3 202311
GUGGENHEIM CAPITAL LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
TUDOR INVESTMENT CORP ET AL 420.00%0.01%0.04%Q3 2015Q2 202311
CASTINE CAPITAL MANAGEMENT, LLC 11111.71%2.17%2.78%Q3 2015Q1 201811
ESSEX INVESTMENT MANAGEMENT CO LLC 730.18%0.22%0.25%Q3 2017Q3 202210
ALPS ADVISORS INC 10100.00%0.00%0.00%Q3 2020Q4 202210
Engineers Gate Manager LP 510.01%0.03%0.06%Q3 2019Q3 202310
Advisory Services Network, LLC 510.00%0.00%0.00%Q1 2019Q1 202310
Rafferty Asset Management, LLC 910.00%0.00%0.00%Q1 2021Q3 202310
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.00%0.05%0.09%Q3 2019Q3 202310
LSV ASSET MANAGEMENT 10100.00%0.01%0.01%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 550.00%0.00%0.00%Q2 2020Q3 202310
NORTHPOINTE CAPITAL LLC 10100.19%0.39%0.69%Q3 2015Q4 201710
Artemis Investment Management LLP 990.01%0.06%0.09%Q2 2020Q2 20229
MARSHALL WACE, LLP 410.00%0.00%0.01%Q1 2019Q1 20239
WESBANCO BANK INC 610.05%0.10%0.12%Q2 2020Q4 20229
PRELUDE CAPITAL MANAGEMENT, LLC 810.02%0.03%0.05%Q4 2016Q4 20229
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
VIRGINIA RETIREMENT SYSTEMS ET AL 990.00%0.00%0.01%Q3 2019Q3 20219
Orchard Capital Management, LLC 991.26%2.97%4.04%Q4 2020Q4 20229
Creative Planning 810.00%0.00%0.00%Q4 2017Q1 20209
CORNERCAP INVESTMENT COUNSEL INC 310.08%0.12%0.16%Q2 2017Q3 20239
M3F, Inc. 710.92%2.20%3.38%Q4 2015Q1 20208
PDT Partners, LLC 710.01%0.02%0.05%Q4 2016Q4 20218
Marshall Wace North America L.P. 410.00%0.00%0.01%Q2 2017Q2 20218
Beacon Pointe Advisors, LLC 610.00%0.01%0.04%Q2 2021Q3 20238
Dorsey Wright & Associates 880.00%0.06%0.46%Q3 2020Q2 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
RENAISSANCE GROUP LLC 880.05%0.06%0.07%Q1 2021Q4 20228
FORTEM FINANCIAL GROUP, LLC 880.10%0.12%0.14%Q4 2020Q3 20228
Twin Lakes Capital Management, LLC 620.09%0.25%0.33%Q4 2020Q4 20228
ALGERT GLOBAL LLC 710.08%0.12%0.21%Q2 2020Q3 20238
Qube Research & Technologies Ltd 620.00%0.01%0.01%Q3 2020Q3 20238
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 880.00%0.00%0.00%Q2 2019Q1 20218
MCDONALD PARTNERS LLC 880.00%0.04%0.08%Q4 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Market Strategies LLC 530.04%0.18%0.26%Q4 2021Q4 20238
NAPLES GLOBAL ADVISORS, LLC 880.17%0.57%0.97%Q4 2021Q3 20238
PRICE T ROWE ASSOCIATES INC /MD/ 710.00%0.00%0.00%Q3 2020Q3 20238
OXFORD ASSET MANAGEMENT LLP 510.01%0.02%0.05%Q1 2016Q4 20198
PUTNAM INVESTMENTS LLC 880.00%0.01%0.01%Q4 2021Q3 20238
West Wealth Group, LLC 880.03%0.13%0.19%Q4 2021Q3 20238
HOWE & RUSLING INC 880.00%0.00%0.00%Q4 2020Q3 20228
Prudent Man Advisors, LLC 610.06%0.10%0.11%Q4 2020Q4 20227
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Quantbot Technologies LP 610.00%0.01%0.03%Q2 2020Q1 20237
HRT FINANCIAL LP 210.00%0.00%0.01%Q3 2020Q2 20237
EJF Capital LLC 430.29%0.39%0.49%Q3 2015Q1 20197
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
Hillsdale Investment Management Inc. 770.27%0.34%0.43%Q4 2019Q2 20217
Nationwide Fund Advisors 770.00%0.00%0.00%Q1 2016Q3 20177
Aviance Capital Partners, LLC 770.04%0.15%0.28%Q1 2022Q3 20237
BlackRock Investment Management, LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Brandywine Global Investment Management, LLC 430.00%0.02%0.06%Q4 2019Q1 20237
COMERICA BANK 610.00%0.01%0.01%Q2 2021Q3 20237
A.R.T. Advisors, LLC 410.01%0.01%0.03%Q4 2016Q4 20197
Jump Financial, LLC 770.00%0.02%0.05%Q1 2022Q3 20237
GMT CAPITAL CORP 770.04%2.41%4.02%Q3 2021Q1 20237
GSA CAPITAL PARTNERS LLP 310.01%0.02%0.06%Q1 2017Q2 20237
CWM, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WINTON GROUP Ltd 210.00%0.01%0.01%Q3 2019Q2 20237
Phocas Financial Corp. 510.00%0.57%1.36%Q4 2018Q4 20227
Cooper Financial Group 420.07%0.09%0.15%Q2 2021Q4 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
First Eagle Investment Management, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Assenagon Asset Management S.A. 310.00%0.01%0.01%Q3 2020Q3 20236
CAPITAL MANAGEMENT CORP /VA 660.04%0.05%0.06%Q4 2020Q1 20226
Point72 Hong Kong Ltd 410.00%0.00%0.00%Q3 2020Q3 20226
Diversified Trust Co 310.00%0.01%0.01%Q1 2021Q4 20236
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q4 2020Q2 20226
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
HBK Sorce Advisory LLC 510.01%0.03%0.08%Q1 2022Q3 20236
EMERALD ADVISERS, LLC 420.02%0.26%0.49%Q1 2018Q2 20226
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 660.04%0.04%0.05%Q2 2021Q3 20226
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.00%Q3 2015Q4 20166
BlackRock Fund Advisors 660.00%0.00%0.00%Q3 2015Q4 20166
Allspring Global Investments Holdings, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
ExodusPoint Capital Management, LP 420.00%0.01%0.02%Q2 2021Q4 20226
WEDGE CAPITAL MANAGEMENT L L P/NC 660.05%0.07%0.08%Q2 2021Q3 20226
Petrus Trust Company, LTA 420.02%0.03%0.04%Q1 2019Q3 20206
Dynamic Technology Lab Private Ltd 310.02%0.04%0.07%Q4 2016Q2 20216
DAVIDSON INVESTMENT ADVISORS 660.69%1.03%1.22%Q3 2021Q4 20226
Buffington Mohr McNeal 660.01%0.04%0.08%Q2 2022Q3 20236
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 550.00%0.00%0.00%Q2 2020Q2 20215
FSI GROUP, LLC 550.83%1.59%1.97%Q3 2015Q3 20165
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 550.01%0.01%0.01%Q4 2016Q4 20175
HSBC HOLDINGS PLC 410.00%0.00%0.00%Q1 2022Q3 20235
EAGLE BOSTON INVESTMENT MANAGEMENT INC 550.46%0.50%0.55%Q3 2015Q3 20165
JANE STREET GROUP, LLC 320.00%0.00%0.00%Q1 2021Q3 20235
CAPITAL GUARDIAN TRUST CO 550.00%0.00%0.00%Q1 2016Q1 20175
I.G. INVESTMENT MANAGEMENT, LTD. 550.00%0.00%0.00%Q3 2015Q3 20165
HANCOCK WHITNEY CORP 550.01%0.01%0.01%Q2 2020Q2 20215
Hutchin Hill Capital, LP 550.04%0.09%0.13%Q3 2015Q3 20165
FJ Capital Management LLC 320.16%0.46%0.75%Q3 2015Q3 20185
NorthCoast Asset Management LLC 550.01%0.02%0.04%Q3 2020Q3 20215
THOMPSON SIEGEL & WALMSLEY LLC 550.02%0.05%0.13%Q1 2018Q1 20195
Asset Management One Co., Ltd. 550.00%0.00%0.01%Q3 2015Q3 20165
Aristotle Capital Boston, LLC 550.30%0.42%0.56%Q3 2015Q3 20165
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2017Q1 20215
Hodges Capital Management Inc. 550.02%0.05%0.06%Q2 2021Q2 20225
HighTower Advisors, LLC 310.00%0.00%0.00%Q4 2019Q4 20225
WESTERN FINANCIAL Corp 550.12%0.14%0.15%Q3 2021Q3 20225
STRS OHIO 320.00%0.00%0.00%Q2 2016Q2 20235
Schonfeld Strategic Advisors LLC 410.00%0.00%0.01%Q2 2021Q3 20225
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 550.01%0.01%0.01%Q4 2018Q4 20195
Aperio Group, LLC 410.00%0.00%0.00%Q2 2019Q4 20205
Harvest Capital Strategies LLC 440.06%0.15%0.25%Q3 2015Q2 20164
ASSETMARK, INC 440.00%0.00%0.00%Q1 2022Q4 20224
STRATEGIC VALUE BANK PARTNERS LLC 440.02%3.28%4.98%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 440.79%0.86%0.96%Q3 2021Q2 20224
ProShare Advisors LLC 220.00%0.00%0.00%Q1 2021Q1 20224
Welch Group, LLC 440.01%0.02%0.02%Q1 2022Q4 20224
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q3 2021Q2 20224
SJS Investment Consulting Inc. 220.03%0.08%0.10%Q4 2021Q4 20224
NISA INVESTMENT ADVISORS, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
PEAK6 Investments LLC 220.00%0.00%0.00%Q4 2022Q1 20234
Riverview Trust Co 440.01%0.01%0.02%Q4 2022Q3 20234
MALTESE CAPITAL MANAGEMENT LLC 210.04%0.26%0.51%Q3 2015Q3 20234
Capital Advantage, Inc. 310.04%0.05%0.06%Q1 2018Q1 20194
Western Financial Corp/CA 440.03%0.06%0.10%Q4 2022Q3 20234
SIGNATUREFD, LLC 440.00%0.00%0.01%Q2 2022Q1 20234
State of New Jersey Common Pension Fund D 310.00%0.01%0.01%Q2 2021Q1 20234
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
SECOND CURVE CAPITAL LLC 310.06%0.27%0.86%Q3 2015Q4 20174
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q4 2022Q3 20234
Parallel Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Nicholas Investment Partners, LP 440.16%0.20%0.29%Q4 2019Q3 20204
Interval Partners, LP 440.03%0.04%0.06%Q2 2021Q1 20224
River Oaks Capital LLC 440.50%0.64%0.72%Q4 2021Q3 20224
CALDWELL SUTTER CAPITAL, INC. 440.05%0.14%0.30%Q4 2022Q3 20234
OCCUDO QUANTITATIVE STRATEGIES LP 440.03%0.04%0.05%Q4 2021Q3 20224
Municipal Employees' Retirement System of Michigan 440.01%0.02%0.03%Q2 2019Q1 20204
Horizon Investment Services, LLC 440.19%0.31%0.40%Q1 2021Q4 20214
TFS CAPITAL LLC 440.05%0.12%0.18%Q3 2015Q2 20164
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Quantitative Systematic Strategies LLC 210.03%0.04%0.05%Q2 2018Q1 20214
HIGHLAND CAPITAL MANAGEMENT LP 440.20%0.25%0.30%Q4 2015Q3 20164
Keeley-Teton Advisors, LLC 440.16%0.48%0.70%Q1 2022Q4 20224
Connectus Wealth, LLC 440.02%0.03%0.05%Q4 2021Q3 20224
Nilsine Partners, LLC 330.04%0.07%0.08%Q1 2023Q3 20233
RAMSEY QUANTITATIVE SYSTEMS 330.01%0.01%0.01%Q4 2017Q2 20183
Spark Investment Management LLC 210.02%0.04%0.07%Q4 2015Q3 20173
Aquatic Capital Management LLC 210.00%0.01%0.01%Q1 2022Q1 20233
Cerity Partners LLC 210.00%0.00%0.00%Q4 2022Q3 20233
RUSSELL FRANK CO/ 330.00%0.01%0.01%Q3 2015Q1 20163
EnTrust Global Partners Offshore LP 330.25%0.32%0.42%Q4 2018Q2 20193
Glassman Wealth Services 330.00%0.00%0.00%Q1 2023Q3 20233
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 330.00%0.00%0.00%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.04%0.06%Q4 2022Q3 20233
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.02%0.16%0.40%Q4 2017Q2 20183
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.00%Q4 2017Q3 20223
Brookmont Capital Management 330.11%0.12%0.12%Q3 2021Q1 20223
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Verition Fund Management LLC 210.00%0.01%0.03%Q4 2022Q3 20233
JACOBS LEVY EQUITY MANAGEMENT, INC 330.01%0.03%0.04%Q1 2023Q3 20233
Andrew Hill Investment Advisors, Inc. 330.04%0.59%1.17%Q4 2021Q2 20223
ENDEAVOUR CAPITAL ADVISORS INC 330.03%0.19%0.27%Q3 2015Q1 20163
Virtu Financial LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Man Group plc 330.00%0.00%0.00%Q4 2022Q2 20233
LOS ANGELES CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2021Q4 20213
Quadrature Capital Ltd 330.01%0.01%0.01%Q4 2022Q2 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.01%Q3 2020Q1 20213
Walleye Capital LLC 330.00%0.02%0.04%Q1 2023Q3 20233
HUNTINGTON NATIONAL BANK 330.00%0.00%0.00%Q1 2023Q3 20233
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q2 2016Q4 20163
STEPHENS INC /AR/ 330.00%0.01%0.01%Q1 2023Q3 20233
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q3 20233
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2023Q2 20232
Red Tortoise LLC 220.00%0.00%0.00%Q2 2023Q3 20232
rhino investment partners, Inc 221.47%2.81%4.15%Q4 2022Q1 20232
Employees Retirement System of Texas 220.01%0.02%0.02%Q1 2018Q2 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SALZHAUER MICHAEL 220.35%0.38%0.40%Q4 2021Q1 20222
PROSPECTOR PARTNERS LLC 220.12%0.24%0.36%Q3 2015Q4 20152
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q4 2022Q1 20232
WELD CAPITAL MANAGEMENT LLC 220.04%0.05%0.07%Q4 2019Q1 20202
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.02%Q4 2016Q2 20182
KESTRA PRIVATE WEALTH SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AVIVA PLC 220.00%0.01%0.01%Q1 2022Q2 20222
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q1 2023Q2 20232
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.00%Q4 2018Q1 20192
MANGROVE PARTNERS IM, LLC 220.08%0.14%0.20%Q2 2020Q3 20202
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q3 2020Q1 20232
SteelPeak Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Wakefield Asset Management LLLP 220.61%0.61%0.61%Q1 2022Q2 20222
Elequin Capital, LP 220.02%0.03%0.03%Q2 2023Q3 20232
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q1 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q1 2022Q2 20222
Hennion & Walsh Asset Management, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Ellevest, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Mesirow Institutional Investment Management, Inc. 220.76%0.81%0.86%Q3 2022Q4 20222
Quantamental Technologies LLC 110.01%0.01%0.02%Q4 2018Q3 20192
Graham Capital Management, L.P. 110.01%0.01%0.01%Q4 2022Q2 20232
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
PARADIGM ASSET MANAGEMENT CO LLC 220.02%0.03%0.04%Q4 2022Q1 20232
Versor Investments LP 220.02%0.02%0.02%Q2 2022Q3 20222
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
MARTINGALE ASSET MANAGEMENT L P 220.00%0.00%0.01%Q1 2020Q2 20202
Paragon Wealth Strategies, LLC 110.00%0.01%0.01%Q2 2021Q3 20222
Acrospire Investment Management LLC 220.04%0.04%0.04%Q1 2017Q2 20172
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q3 20222
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.01%0.03%Q3 2018Q1 20232
Edge Wealth Management LLC 220.01%0.01%0.01%Q3 2018Q4 20182
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 220.00%0.00%0.00%Q2 2023Q3 20232
Vanguard Personalized Indexing Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Campbell & CO Investment Adviser LLC 220.08%0.13%0.18%Q3 2019Q4 20192
Empowered Funds, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
AJO, LP 220.00%0.00%0.01%Q2 2020Q3 20202
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fourthstone LLC 111.67%1.67%1.67%Q3 2023Q3 20231
DEPRINCE RACE & ZOLLO INC 110.02%0.02%0.02%Q1 2023Q1 20231
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.01%0.01%0.01%Q3 2023Q3 20231
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q2 2022Q2 20221
TCW GROUP INC 110.01%0.01%0.01%Q4 2017Q4 20171
Verdad Advisers, LP 110.56%0.56%0.56%Q3 2023Q3 20231
SHELL ASSET MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2022Q4 20221
PALISADE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q3 2015Q3 20151
Curi Wealth Management, LLC 110.67%0.67%0.67%Q4 2020Q4 20201
Gladius Capital Management LP 110.00%0.00%0.00%Q4 2022Q4 20221
Virtus Investment Advisers, Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q4 2022Q4 20221
Segantii Capital Management Ltd 110.16%0.16%0.16%Q1 2016Q1 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
ALPINE WOODS CAPITAL INVESTORS, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Consector Capital, LP 111.21%1.21%1.21%Q3 2015Q3 20151
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2021Q4 20211
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
AIGEN INVESTMENT MANAGEMENT, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Quarry LP 110.01%0.01%0.01%Q1 2023Q1 20231
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Triad Investment Management 110.14%0.14%0.14%Q1 2019Q1 20191
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.06%0.06%0.06%Q4 2022Q4 20221
CAXTON ASSOCIATES LP 110.04%0.04%0.04%Q2 2023Q2 20231
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Philadelphia Financial Management of San Francisco, LLC 112.22%2.22%2.22%Q3 2023Q3 20231
Ergoteles LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Nierenberg Investment Management Company, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AXA S.A. 110.01%0.01%0.01%Q1 2021Q1 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CHICAGO EQUITY PARTNERS LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Paloma Partners Management Co 110.01%0.01%0.01%Q1 2019Q1 20191
Monarch Partners Asset Management LLC 110.27%0.27%0.27%Q4 2020Q4 20201
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2023Q1 20231
C M BIDWELL & ASSOCIATES LTD 110.06%0.06%0.06%Q2 2020Q2 20201
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ethic Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Assured Investment Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
ANALYTIC INVESTORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
IFP Advisors, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
DELPHI MANAGEMENT INC /MA/ 110.53%0.53%0.53%Q1 2021Q1 20211
Bowling Portfolio Management LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Newtyn Management, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CLEAR STREET MARKETS LLC 110.16%0.16%0.16%Q2 2016Q2 20161
MENTA CAPITAL LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2022Q4 20221
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q1 2016Q1 20161
PATRIOT FINANCIAL PARTNERS GP, LP 111.09%1.09%1.09%Q3 2015Q3 20151
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q4 2022Q4 20221
Gyon Technologies Capital Management, LP 110.11%0.11%0.11%Q3 2021Q3 20211
External links

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