Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 124 |
Citadel Advisors | 30 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 90 |
BARCLAYS PLC | 28 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 88 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 82 |
Cutler Group LLC / CA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 77 |
GOLDMAN SACHS GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 63 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 57 |
BANK OF AMERICA CORP /DE/ | 31 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 55 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 41 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Walleye Trading LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 40 |
Spot Trading L.L.C | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 37 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Sculptor Capital LP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 35 |
ROYAL BANK OF CANADA | 24 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
STATE STREET CORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
SHELTON CAPITAL MANAGEMENT | 27 | 3 | 0.02% | 0.05% | 0.46% | Q3 2013 | Q2 2021 | 30 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 30 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2015 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 22 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
WealthTrust-Arizona, LLC | 22 | 22 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q4 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 21 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 21 |
NewSquare Capital LLC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 19 |
BOLTON LP | 9 | 9 | 0.00% | 0.51% | 2.13% | Q3 2013 | Q3 2015 | 19 |
MIZUHO SECURITIES USA LLC | 6 | 1 | 0.01% | 0.12% | 0.48% | Q2 2014 | Q4 2017 | 18 |
Quantbot Technologies LP | 11 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 18 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 5 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2023 | 17 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 16 |
WFG Advisors, LP | 16 | 16 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q1 2017 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q2 2023 | 15 |
Creative Planning | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 15 |
Parallel Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 14 |
CREDIT SUISSE AG/ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 14 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
Virtu KCG Holdings LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 12 |
NEXT Financial Group, Inc | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 12 |
SteelPeak Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 12 |
Beacon Harbor Wealth Advisors, Inc. | 7 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q1 2018 | 11 |
Geneos Wealth Management Inc. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
MARSHALL WACE, LLP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 10 |
SPHINX TRADING, LP | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Rockefeller Capital Management L.P. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Walleye Capital LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CAXTON ASSOCIATES LP | 8 | 8 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BSW Wealth Partners | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 8 |
Asset Dedication, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 8 |
Quinn Opportunity Partners LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2020 | 8 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TORONTO DOMINION BANK | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Vident Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
BlackRock Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Schonfeld Strategic Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 5 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 5 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 5 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 5 |
ExodusPoint Capital Management, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 5 |
Jump Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.03% | 0.08% | 0.15% | Q1 2014 | Q2 2015 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
SABBY MANAGEMENT, LLC | 4 | 1 | 0.13% | 0.17% | 0.20% | Q4 2020 | Q2 2022 | 5 |
Olympiad Research LP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 5 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 5 |
Vanguard Personalized Indexing Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 5 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 5 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Quadrature Capital Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.04% | 0.25% | 0.40% | Q4 2014 | Q3 2015 | 4 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Argent Trust Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
683 Capital Management, LLC | 4 | 4 | 0.09% | 0.27% | 0.57% | Q1 2015 | Q4 2015 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Traynor Capital Management, Inc. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
NIA IMPACT ADVISORS, LLC | 4 | 4 | 0.13% | 1.24% | 1.85% | Q4 2020 | Q3 2021 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2021 | 3 |
A.R.T. Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2014 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Adalta Capital Management LLC | 3 | 3 | 0.18% | 0.26% | 0.35% | Q4 2017 | Q2 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
PDT Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
NATIXIS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Stevard, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2014 | 2 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Green Alpha Advisors, LLC | 2 | 2 | 0.41% | 0.53% | 0.65% | Q4 2020 | Q1 2021 | 2 |
LMR Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Palo Capital, Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Anson Funds Management LP | 1 | 1 | 0.11% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 2 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 2 |
XTX Topco Ltd | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2015 | Q1 2015 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Seamans Capital Management, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2013 | Q4 2013 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MANA Advisors LLC | 1 | 1 | 6.56% | 6.56% | 6.56% | Q2 2021 | Q2 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Aristides Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own KANDI TECHNOLOGIES GROUP INC or have owned KANDI TECHNOLOGIES GROUP INC in the past.