| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Henry James International Management Inc. | 21 | 21 | 0.35% | 0.98% | 1.58% | Q3 2018 | Q3 2023 | 21 |
| PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
| First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
| CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
| Private Capital Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
| QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2019 | 10 |
| Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| World Asset Management Inc | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
| MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
| Front Row Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
| THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
| Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 4 |
| Copeland Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| Freedom Investment Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
| Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
| Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own Merck KGaA or have owned Merck KGaA in the past.