Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 13 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 11 |
BARCLAYS PLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.29% | 0.78% | 1.08% | Q4 2014 | Q2 2017 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q2 2017 | 11 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Private Advisor Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q2 2017 | 11 |
WFG Advisors, LP | 11 | 11 | 0.02% | 0.07% | 0.26% | Q4 2014 | Q2 2017 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q2 2017 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 11 |
SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 11 | 11 | 0.03% | 1.19% | 2.68% | Q4 2014 | Q2 2017 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q2 2017 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2017 | 11 |
IndexIQ Advisors LLC | 11 | 11 | 0.08% | 0.10% | 0.11% | Q4 2014 | Q2 2017 | 11 |
Madison International Realty Holdings, LLC | 11 | 11 | 39.13% | 54.01% | 76.27% | Q4 2014 | Q2 2017 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q2 2017 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
State of Alaska, Department of Revenue | 10 | 10 | 0.06% | 0.11% | 0.17% | Q1 2015 | Q2 2017 | 10 |
STRS OHIO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
VANGUARD GROUP INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 10 |
SII INVESTMENTS INC/WI | 6 | 4 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q2 2017 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q2 2017 | 10 |
RHUMBLINE ADVISERS | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
MILLENNIUM MANAGEMENT LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2017 | 10 |
CREDIT AGRICOLE S A | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
PRUDENTIAL FINANCIAL INC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q2 2017 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 10 | 10 | 0.05% | 0.08% | 0.13% | Q1 2015 | Q2 2017 | 10 |
TUDOR INVESTMENT CORP ET AL | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 10 |
STATE STREET CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2017 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
Nuveen Asset Management, LLC | 9 | 9 | 0.00% | 0.08% | 0.26% | Q2 2015 | Q2 2017 | 9 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.01% | 0.03% | 0.14% | Q4 2014 | Q2 2017 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 9 |
Legal & General Group Plc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
TEACHERS ADVISORS, LLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q2 2017 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Virtu KCG Holdings LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 9 |
VOYA INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
METROPOLITAN LIFE INSURANCE CO/NY | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
ProShare Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2016 | 9 |
AMALGAMATED BANK | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q4 2016 | 9 |
Beech Hill Advisors, Inc. | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q2 2017 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2017 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 8 |
AQR Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 8 |
QS Investors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.03% | 0.07% | 0.13% | Q3 2015 | Q2 2017 | 8 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q2 2017 | 8 |
Renaissance Technologies | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2017 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
NORGES BANK | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
MCF Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2017 | 8 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 3 | 0.03% | 0.08% | 0.11% | Q1 2015 | Q4 2016 | 7 |
Shinko Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 7 |
Swiss National Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 7 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.30% | 0.41% | 0.53% | Q4 2015 | Q2 2017 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2017 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Mizuho Trust & Banking Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.35% | 0.65% | 0.85% | Q4 2014 | Q2 2016 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 7 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.04% | 0.10% | 0.18% | Q4 2014 | Q2 2017 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.11% | 0.18% | 0.26% | Q4 2014 | Q2 2016 | 7 |
COHEN & STEERS, INC. | 7 | 7 | 0.03% | 0.22% | 0.49% | Q4 2014 | Q2 2016 | 7 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Citadel Advisors | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q2 2017 | 7 |
GSA CAPITAL PARTNERS LLP | 7 | 7 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q1 2017 | 7 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
IFP Advisors, Inc | 5 | 1 | 0.04% | 0.08% | 0.21% | Q4 2015 | Q2 2017 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Pensionfund DSM Netherlands | 6 | 6 | 0.05% | 0.09% | 0.20% | Q1 2016 | Q2 2017 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2016 | 6 |
CLINTON GROUP INC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 6 |
DIMENSIONAL FUND ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Cubist Systematic Strategies, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
BlackRock Group LTD | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.12% | 0.15% | 0.17% | Q4 2015 | Q1 2017 | 6 |
Pensionfund Sabic | 6 | 6 | 0.04% | 0.07% | 0.16% | Q1 2016 | Q2 2017 | 6 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2017 | 6 |
Dynamic Technology Lab Private Ltd | 4 | 2 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q2 2017 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2017 | 5 |
Cetera Advisor Networks LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 5 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q2 2017 | 5 |
A.R.T. Advisors, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2017 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.24% | 0.27% | 0.29% | Q1 2015 | Q1 2016 | 5 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 5 |
GRATIA CAPITAL, LLC | 2 | 1 | 0.32% | 1.60% | 3.91% | Q2 2015 | Q2 2017 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2017 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2015 | Q4 2016 | 5 |
FMR LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Adelante Capital Management LLC | 5 | 5 | 0.61% | 0.71% | 0.82% | Q2 2015 | Q2 2016 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.05% | 0.37% | 0.70% | Q2 2016 | Q2 2017 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2015 | Q3 2016 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
KBC Group NV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.17% | 0.20% | 0.25% | Q3 2015 | Q2 2016 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
MARSHALL WACE, LLP | 4 | 4 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q2 2016 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.06% | 0.16% | Q2 2016 | Q2 2017 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Columbia Asset Management | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 4 |
Orinda Asset Management LLC | 4 | 4 | 0.15% | 0.21% | 0.24% | Q3 2016 | Q2 2017 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 4 | 0.04% | 0.04% | 0.06% | Q3 2016 | Q2 2017 | 4 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 0.44% | 0.58% | 0.75% | Q4 2016 | Q2 2017 | 3 |
Squarepoint Ops LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 3 |
GAM Holding AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.83% | 1.32% | 1.90% | Q4 2014 | Q2 2015 | 3 |
Valentine Capital Asset Management, Inc. | 2 | 1 | 0.02% | 0.74% | 1.13% | Q4 2014 | Q4 2015 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
McAdam, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q4 2016 | Q2 2017 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2016 | Q2 2017 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2015 | Q3 2015 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
CWM, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Cipher Capital LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
Invictus RG | 2 | 2 | 0.02% | 0.07% | 0.11% | Q3 2016 | Q4 2016 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2016 | 2 |
Bridgeworth, LLC | 2 | 2 | 0.31% | 0.32% | 0.34% | Q4 2016 | Q1 2017 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q4 2016 | Q1 2017 | 2 |
BAKER BOYER NATIONAL BANK | 2 | 2 | 0.26% | 0.30% | 0.33% | Q1 2015 | Q2 2015 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.09% | 0.17% | 0.26% | Q1 2017 | Q2 2017 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Indaba Capital Management, L.P. | 2 | 2 | 1.98% | 4.11% | 6.23% | Q4 2015 | Q1 2016 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q2 2017 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Governors Lane LP | 2 | 2 | 0.28% | 0.78% | 1.29% | Q3 2016 | Q4 2016 | 2 |
Numeric Investors LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q4 2015 | Q1 2016 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Standard Investments LLC | 1 | 1 | 0.06% | 0.24% | 0.42% | Q4 2014 | Q2 2015 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q2 2017 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Utah Retirement Systems | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2016 | Q2 2016 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
JET CAPITAL INVESTORS L P | 2 | 2 | 0.52% | 0.60% | 0.68% | Q4 2016 | Q1 2017 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2015 | Q2 2015 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2015 | Q1 2015 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PHH Investments, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
HGI Capital Management, LLC | 1 | 1 | 3.27% | 3.27% | 3.27% | Q1 2017 | Q1 2017 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Efficient Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Mraz, Amerine & Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2015 | Q1 2015 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
One Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2016 | Q1 2016 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
KRV Capital LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2017 | Q2 2017 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own MONOGRAM RESIDENTIAL TR INC or have owned MONOGRAM RESIDENTIAL TR INC in the past.