Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 44 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
STATE STREET CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Legal & General Group Plc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
GABELLI FUNDS LLC | 29 | 29 | 0.01% | 0.07% | 0.26% | Q2 2016 | Q2 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Swiss National Bank | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
GAMCO INVESTORS, INC. ET AL | 29 | 29 | 0.01% | 0.38% | 1.10% | Q2 2016 | Q2 2023 | 29 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
NEW YORK STATE COMMON RETIREMENT FUND | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BARCLAYS PLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
D. E. Shaw & Co., Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
RHUMBLINE ADVISERS | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
GLENMEDE TRUST CO NA | 19 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 28 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 28 |
BISLETT MANAGEMENT, LLC | 26 | 2 | 0.27% | 1.14% | 1.98% | Q2 2016 | Q2 2023 | 28 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 27 |
Roundview Capital LLC | 27 | 27 | 0.24% | 0.59% | 0.91% | Q3 2016 | Q1 2023 | 27 |
IFP Advisors, Inc | 13 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 27 |
NORGES BANK | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 27 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
Renaissance Technologies | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 26 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2023 | 26 |
CREDIT SUISSE AG/ | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 26 |
Steward Partners Investment Advisory, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 25 |
PINNACLE ASSOCIATES LTD | 25 | 25 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q1 2023 | 25 |
SIGNATUREFD, LLC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 24 |
Weitz Investment Management | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2022 | 24 |
DELTEC ASSET MANAGEMENT LLC | 24 | 24 | 0.07% | 0.18% | 0.30% | Q3 2017 | Q2 2023 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
DIMENSIONAL FUND ADVISORS LP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
FMR LLC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 23 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 23 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
MARKSTON INTERNATIONAL LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2021 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
US BANCORP \DE\ | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 22 |
GILDER GAGNON HOWE & CO LLC | 21 | 21 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q2 2021 | 21 |
Allworth Financial LP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
ArrowMark Colorado Holdings LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q4 2022 | 21 |
SHAPIRO CAPITAL MANAGEMENT LLC | 21 | 21 | 0.18% | 0.24% | 0.33% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
METROPOLITAN LIFE INSURANCE CO/NY | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 20 |
Highlander Capital Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
PECAUT & CO. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
CSS LLC/IL | 16 | 2 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q2 2023 | 18 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 18 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 18 |
Parallel Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2020 | 18 |
PUTNAM INVESTMENTS LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
MetLife Investment Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 18 |
Nuveen Asset Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Invesco Ltd. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 17 |
WHITTIER TRUST CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 17 |
Russell Investments Group, Ltd. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 16 |
CHICKASAW CAPITAL MANAGEMENT LLC | 16 | 16 | 0.08% | 0.10% | 0.15% | Q3 2019 | Q2 2023 | 16 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 15 |
Axiom Investment Management LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 15 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 14 |
Park West Asset Management LLC | 14 | 14 | 0.45% | 0.91% | 1.52% | Q1 2017 | Q2 2020 | 14 |
ClearBridge Investments | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
THIRD AVENUE MANAGEMENT LLC | 14 | 14 | 0.20% | 0.69% | 1.11% | Q1 2020 | Q2 2023 | 14 |
EAGLE ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2020 | 13 |
RAYMOND JAMES & ASSOCIATES | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
Hawk Ridge Capital Management | 13 | 13 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q2 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
First Eagle Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Global Retirement Partners, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 13 |
Archon Partners LLC | 12 | 12 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q4 2019 | 12 |
Balentine LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 11 |
RB Capital Management, LLC | 11 | 11 | 0.08% | 0.16% | 0.26% | Q1 2019 | Q3 2021 | 11 |
QUADRANT CAPITAL GROUP LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 11 |
Horizon Kinetics | 11 | 11 | 0.06% | 0.08% | 0.11% | Q2 2016 | Q4 2018 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
Deep Field Asset Management LLC | 11 | 11 | 0.09% | 0.29% | 0.73% | Q4 2018 | Q2 2021 | 11 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 11 |
Broad Bay Capital Management, LP | 10 | 10 | 0.09% | 0.52% | 0.80% | Q1 2021 | Q2 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
OAK FAMILY ADVISORS, LLC | 10 | 10 | 0.25% | 0.38% | 0.52% | Q4 2020 | Q1 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 9 |
Opera Trading Capital | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Potrero Capital Research LLC | 9 | 9 | 0.12% | 0.38% | 0.48% | Q4 2017 | Q4 2019 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 4 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q2 2023 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Chicago Partners Investment Group LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
Private Ocean, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
NISA INVESTMENT ADVISORS, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
Regal Investment Advisors LLC | 8 | 1 | 0.03% | 0.08% | 0.22% | Q4 2020 | Q1 2023 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Antonetti Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2023 | 9 |
Fine Capital Partners, L.P. | 9 | 9 | 0.56% | 1.35% | 1.93% | Q2 2016 | Q2 2018 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
JANE STREET GROUP, LLC | 3 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
SCHWARTZ INVESTMENT COUNSEL INC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2019 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q4 2019 | 8 |
Epoch Investment Partners, Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 8 |
CREDIT AGRICOLE S A | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 8 |
Bleichroeder LP | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2021 | 8 |
PEAK6 Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 8 |
Markel Corporation | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 8 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 8 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 7 | 7 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q2 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Aurora Investment Counsel | 7 | 7 | 1.28% | 1.40% | 1.63% | Q3 2021 | Q1 2023 | 7 |
Aperio Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Snider Financial Group | 7 | 7 | 0.82% | 0.96% | 1.26% | Q2 2021 | Q4 2022 | 7 |
CHILTON INVESTMENT CO INC. | 6 | 6 | 0.14% | 0.36% | 0.48% | Q4 2016 | Q1 2018 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 6 |
MARK ASSET MANAGEMENT LP | 4 | 2 | 0.10% | 0.16% | 0.19% | Q4 2021 | Q2 2023 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Covestor Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Wallace Capital Management Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q3 2017 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Mosaic Family Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Poehling Capital Management, INC. | 6 | 6 | 0.76% | 0.80% | 0.87% | Q4 2020 | Q1 2022 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
COLONY GROUP LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2023 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
ThornTree Capital Partners LP | 5 | 5 | 2.79% | 3.50% | 3.96% | Q1 2017 | Q1 2018 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q2 2023 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Hosking Partners LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2022 | 5 |
Choate Investment Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.27% | 0.40% | 0.53% | Q1 2017 | Q1 2018 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
GAM Holding AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
EastBay Asset Management, LLC | 5 | 5 | 0.15% | 0.44% | 0.62% | Q2 2016 | Q2 2017 | 5 |
1060 Capital, LLC | 5 | 5 | 0.01% | 1.97% | 4.61% | Q2 2020 | Q2 2021 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Valeo Financial Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
CT Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Mint Tower Capital Management B.V. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 4 |
K2 PRINCIPAL FUND, L.P. | 4 | 4 | 0.06% | 0.09% | 0.14% | Q3 2017 | Q2 2018 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 4 |
Parisi Gray Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
MARSHALL WACE, LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Empyrean Capital Partners, LP | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2016 | Q1 2017 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2017 | 4 |
Bartlett & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.11% | 0.15% | Q4 2018 | Q3 2020 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 1.10% | 1.19% | 1.32% | Q4 2022 | Q2 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
MASON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.20% | 0.42% | 0.61% | Q2 2016 | Q4 2016 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
BHR Capital LLC | 3 | 3 | 4.20% | 4.79% | 5.79% | Q2 2016 | Q4 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q1 2019 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Southeastern Asset Management | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Ensign Peak Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 3 |
Baupost Group | 3 | 3 | 0.16% | 0.19% | 0.21% | Q2 2016 | Q4 2016 | 3 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sageworth Trust Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
S&CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Livforsakringsbolaget Skandia, Omsesidigt | 2 | 2 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2019 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ashe Capital Management, LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 0.14% | 0.27% | 0.39% | Q2 2016 | Q3 2016 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2017 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Corsair Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Family Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2016 | Q2 2016 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EAM Investors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ergoteles LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own LIBERTY MEDIA CORP DELAWARE or have owned LIBERTY MEDIA CORP DELAWARE in the past.