Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
DIMENSIONAL FUND ADVISORS LP | 24 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
CITIGROUP INC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 30 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 29 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 34 |
MORGAN STANLEY | 24 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
UBS Group AG | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
PERRITT CAPITAL MANAGEMENT INC | 28 | 28 | 0.02% | 0.36% | 0.65% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
BANK OF AMERICA CORP /DE/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 24 |
THOMPSON DAVIS & CO., INC. | 14 | 2 | 0.01% | 0.40% | 1.06% | Q3 2014 | Q3 2023 | 24 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
STATE STREET CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Yakira Capital Management, Inc. | 20 | 20 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q4 2018 | 20 |
Bank of New York Mellon Corp | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.04% | 0.40% | 0.70% | Q1 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PANAGORA ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 19 |
ROYCE & ASSOCIATES LP | 18 | 18 | 0.00% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 14 | 4 | 0.12% | 0.26% | 0.49% | Q1 2018 | Q3 2023 | 18 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 16 | 16 | 0.08% | 0.26% | 0.58% | Q2 2015 | Q1 2019 | 16 |
ACK Asset Management | 16 | 16 | 1.30% | 2.83% | 4.09% | Q4 2019 | Q3 2023 | 16 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RICE HALL JAMES & ASSOCIATES, LLC | 14 | 14 | 0.05% | 0.12% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
EAM Investors, LLC | 10 | 1 | 0.09% | 0.30% | 0.83% | Q4 2017 | Q4 2022 | 13 |
Avenir Corp | 13 | 13 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 13 |
Alambic Investment Management, L.P. | 12 | 12 | 0.02% | 0.62% | 1.71% | Q4 2017 | Q3 2020 | 12 |
WASATCH ADVISORS LP | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 11 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 11 | 11 | 0.15% | 0.29% | 0.42% | Q3 2020 | Q1 2023 | 11 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 11 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 11 |
Nuveen Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
RHUMBLINE ADVISERS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Squarepoint Ops LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
AMH Equity Ltd | 8 | 8 | 0.28% | 10.95% | 21.44% | Q4 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 9 |
INGALLS & SNYDER LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
ALGERT GLOBAL LLC | 5 | 2 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q2 2023 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 8 |
MetLife Investment Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
TWO SIGMA ADVISERS, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 8 |
Virtu Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 8 |
AQR Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Spark Investment Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 7 |
Invesco Ltd. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
AMERIPRISE FINANCIAL INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 3 | 3 | 0.00% | 0.08% | 0.45% | Q3 2019 | Q3 2021 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Mesirow Financial Investment Management, Inc. | 6 | 6 | 1.24% | 1.43% | 1.64% | Q3 2020 | Q4 2021 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 6 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Worth Venture Partners, LLC | 5 | 5 | 0.38% | 0.55% | 0.88% | Q3 2020 | Q3 2021 | 5 |
PDT Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 5 |
MARATHON CAPITAL MANAGEMENT | 5 | 5 | 0.20% | 0.29% | 0.38% | Q3 2022 | Q3 2023 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
A.R.T. Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 5 |
Skylands Capital, LLC | 5 | 5 | 0.07% | 0.12% | 0.19% | Q3 2022 | Q3 2023 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
HANCOCK WHITNEY CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
Alpha Paradigm Partners, LLC | 5 | 5 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EQUITEC PROPRIETARY MARKETS, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2016 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Russell Investments Group, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 4 |
THB ASSET MANAGEMENT | 4 | 4 | 0.50% | 0.64% | 1.02% | Q1 2020 | Q4 2020 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 4 |
ClariVest Asset Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Benson Investment Management Company, Inc. | 3 | 3 | 0.02% | 0.16% | 0.24% | Q4 2020 | Q2 2021 | 3 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2018 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 3 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
EAM Global Investors LLC | 3 | 3 | 0.78% | 0.90% | 1.13% | Q3 2019 | Q1 2020 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2021 | Q3 2021 | 3 |
Conestoga Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
AMALGAMATED BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.23% | 0.27% | 0.35% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
683 Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 3 |
LUZICH PARTNERS LLC | 3 | 3 | 0.54% | 0.70% | 0.92% | Q3 2017 | Q1 2018 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.22% | 0.30% | Q1 2020 | Q3 2020 | 3 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SPHINX TRADING, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STRS OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 2 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 2 |
Quantbot Technologies LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Leap Investments LP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q2 2020 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Potomac Capital Management, Inc. | 2 | 2 | 0.70% | 0.74% | 0.78% | Q2 2015 | Q3 2015 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NORGES BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Diametric Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SG Capital Management LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2020 | Q1 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ZPR Investment Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own LUNA INNOVATIONS or have owned LUNA INNOVATIONS in the past.