Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2021 | 31 |
RENAISSANCE GROUP LLC | 27 | 27 | 0.32% | 0.54% | 0.65% | Q1 2014 | Q3 2020 | 27 |
GLENMEDE TRUST CO NA | 25 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
FULTON BANK, N.A. | 26 | 26 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q2 2020 | 26 |
Bartlett & Co. LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 26 |
Cornerstone Investment Partners, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2020 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Aristotle Capital Management, LLC | 24 | 24 | 0.05% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.01% | 0.05% | 0.07% | Q2 2015 | Q4 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2022 | 19 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Cadence Bank | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2021 | 15 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
BANCORPSOUTH INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2017 | 14 |
Henry James International Management Inc. | 13 | 13 | 0.08% | 0.12% | 0.21% | Q3 2018 | Q3 2021 | 13 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q2 2020 | 13 |
Sterling Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2020 | 12 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PARADIGM ASSET MANAGEMENT CO LLC | 11 | 11 | 0.14% | 0.20% | 0.30% | Q1 2021 | Q3 2023 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.08% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2020 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 0.86% | 1.30% | 1.79% | Q2 2013 | Q1 2015 | 8 |
TODD ASSET MANAGEMENT LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q4 2020 | 8 |
Copeland Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 7 |
SCOUT INVESTMENTS, INC. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Aperio Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.06% | 0.08% | 0.15% | Q3 2016 | Q2 2017 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
GENESEE VALLEY TRUST CO | 4 | 4 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q1 2014 | 4 |
ADVISOR PARTNERS LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
GRATRY & Co LLC | 3 | 3 | 1.50% | 2.59% | 3.25% | Q1 2016 | Q3 2016 | 3 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.09% | 0.09% | 0.11% | Q2 2013 | Q4 2013 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q1 2014 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Hemenway Trust Co LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own KDDI CORP or have owned KDDI CORP in the past.