Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BNP PARIBAS FINANCIAL MARKETS | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 25 |
Ancora Advisors LLC | 25 | 25 | 0.01% | 0.35% | 0.64% | Q3 2015 | Q3 2021 | 25 |
HOLLENCREST CAPITAL MANAGEMENT | 25 | 25 | 0.03% | 0.11% | 0.19% | Q3 2015 | Q3 2021 | 25 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
West Oak Capital, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
PANAGORA ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2021 | 24 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
DIMENSIONAL FUND ADVISORS LP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
GEODE CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
STATE STREET CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
NORTHERN TRUST CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
River Road Asset Management, LLC | 24 | 24 | 0.05% | 0.17% | 0.25% | Q3 2015 | Q2 2021 | 24 |
St. Johns Investment Management Company, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
JFS WEALTH ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
DEUTSCHE BANK AG\ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
VANGUARD GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
BlackRock Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 24 |
BARCLAYS PLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 23 |
WHITTIER TRUST CO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 23 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 23 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 22 |
JPMORGAN CHASE & CO | 15 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 22 |
Renaissance Technologies | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 22 |
UNITED FIRE GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 22 |
Versant Capital Management, Inc | 16 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 21 |
Marathon Partners Equity Management, LLC | 21 | 21 | 0.25% | 2.72% | 4.75% | Q3 2015 | Q3 2020 | 21 |
TWO SIGMA ADVISERS, LP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 21 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2021 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
RHUMBLINE ADVISERS | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
Allworth Financial LP | 11 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 19 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
Legal & General Group Plc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 19 |
Gemmer Asset Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
Crescent Grove Advisors, LLC | 18 | 18 | 0.09% | 0.21% | 0.38% | Q2 2017 | Q3 2021 | 18 |
TWO SIGMA INVESTMENTS, LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
MARTINGALE ASSET MANAGEMENT L P | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 17 |
Tower Research Capital LLC (TRC) | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 17 |
Russell Investments Group, Ltd. | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2021 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 17 |
ARROW FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 17 |
SEI INVESTMENTS CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 17 |
SYNOVUS FINANCIAL CORP | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 16 |
TUDOR INVESTMENT CORP ET AL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 15 |
Cable Hill Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 14 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 14 |
OXFORD ASSET MANAGEMENT LLP | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 14 |
Harbor Advisors LLC | 13 | 13 | 0.04% | 0.09% | 0.13% | Q2 2018 | Q2 2021 | 13 |
Man Group plc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
ALLIANCEBERNSTEIN L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
EMINENCE CAPITAL, LP | 13 | 13 | 0.17% | 0.22% | 0.27% | Q3 2015 | Q3 2018 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
MEEDER ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2020 | 13 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 12 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Zions Bancorporation | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Ranger Investment Management | 11 | 11 | 0.11% | 0.26% | 0.42% | Q2 2017 | Q4 2019 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 11 |
GLOBEFLEX CAPITAL L P | 11 | 11 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q1 2019 | 11 |
AMERIPRISE FINANCIAL INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 11 |
SG Americas Securities, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2017 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 10 |
BARINGS LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Birch Grove Capital LP | 9 | 9 | 0.52% | 0.89% | 1.23% | Q1 2017 | Q1 2019 | 9 |
Nitorum Capital, L.P. | 9 | 9 | 0.36% | 1.16% | 1.77% | Q4 2015 | Q4 2017 | 9 |
MACKAY SHIELDS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
ADDISON CLARK MANAGEMENT, L.L.C. | 8 | 8 | 1.36% | 14.60% | 57.78% | Q4 2015 | Q3 2017 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
WINTON GROUP Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Alambic Investment Management, L.P. | 8 | 8 | 0.02% | 0.09% | 0.19% | Q4 2015 | Q3 2017 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Moab Capital Partners | 5 | 3 | 0.32% | 0.50% | 0.67% | Q1 2016 | Q2 2019 | 8 |
Cutler Group LLC / CA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 8 |
ClariVest Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Zions Bancorporation, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
MACQUARIE GROUP LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 7 |
Commonwealth Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Breithorn Capital Management | 7 | 7 | 0.11% | 0.22% | 0.34% | Q3 2015 | Q1 2017 | 7 |
CT Financial Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Spark Investment Management LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2018 | 7 |
STRS OHIO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q1 2020 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.05% | 0.23% | 0.38% | Q4 2017 | Q1 2019 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
NORGES BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 6 |
BlackRock Group LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
McClain Value Management LLC | 6 | 6 | 0.67% | 0.73% | 0.83% | Q3 2015 | Q4 2016 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
BlueMar Capital Management, LLC | 5 | 5 | 0.26% | 0.29% | 0.31% | Q3 2015 | Q3 2016 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 5 |
Brandywine Global Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
SIMPLEX TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
MARSHALL WACE, LLP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Alpine Global Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Glassman Wealth Services | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2016 | 4 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
KELLEHER FINANCIAL ADVISORS | 4 | 4 | 0.02% | 0.14% | 0.22% | Q3 2015 | Q2 2016 | 4 |
Hill Path Capital LP | 4 | 4 | 0.43% | 0.56% | 0.66% | Q3 2020 | Q2 2021 | 4 |
ROYCE & ASSOCIATES LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q2 2021 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
BAILARD, INC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Mill Road Capital Management LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2021 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Horrell Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Western Standard LLC | 3 | 3 | 0.15% | 1.72% | 2.71% | Q4 2016 | Q2 2017 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Walthausen & Co., LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q3 2015 | Q1 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CREDIT AGRICOLE S A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Bray Capital Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 3 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q4 2020 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 2 |
COMMUNITY TRUST & INVESTMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 2 |
Harvey Partners, LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q3 2015 | Q4 2015 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
True Bearing Asset Management LP | 2 | 2 | 1.04% | 1.05% | 1.05% | Q1 2016 | Q2 2016 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2015 | Q4 2015 | 2 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2019 | 2 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Swiss National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2021 | Q3 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fidelity National Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Chicago Capital Management, LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2021 | Q3 2021 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Lionstone Capital Management LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2015 | Q3 2015 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NFC Investments, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2015 | Q3 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amici Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Archon Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own J ALEXANDERS HLDGS INC or have owned J ALEXANDERS HLDGS INC in the past.