| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FULTON BANK, N.A. | 28 | 28 | 0.08% | 0.89% | 4.01% | Q1 2017 | Q4 2023 | 28 |
| GREAT LAKES ADVISORS, LLC | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
| GLENMEDE TRUST CO NA | 11 | 11 | 0.65% | 0.87% | 0.99% | Q3 2017 | Q1 2020 | 11 |
| Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| True Link Financial Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2021 | 2 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Nelson Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
This page lists all the filers that currently own HARRIS ASSOC INVT TR or have owned HARRIS ASSOC INVT TR in the past.