Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
STEPHENS INC /AR/ | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 41 | 41 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Freestone Capital Holdings, LLC | 33 | 6 | 0.00% | 0.03% | 0.26% | Q4 2013 | Q3 2023 | 39 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Advisors Asset Management, Inc. | 38 | 38 | 0.01% | 0.09% | 0.31% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
BANK OF AMERICA CORP /DE/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 32 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 31 |
TWO SIGMA INVESTMENTS, LP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
TWO SIGMA ADVISERS, LP | 30 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
MCKINLEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.02% | 0.08% | 0.13% | Q3 2015 | Q4 2022 | 30 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 29 |
ADVISORY RESEARCH INC | 26 | 26 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q1 2020 | 26 |
Chicago Partners Investment Group LLC | 25 | 25 | 0.01% | 0.20% | 0.57% | Q4 2015 | Q4 2021 | 25 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 19 | 6 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cliffwater LLC | 24 | 24 | 0.19% | 1.03% | 1.61% | Q4 2017 | Q3 2023 | 24 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 1 | 0.01% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 13 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 23 |
BARD ASSOCIATES INC | 22 | 22 | 0.70% | 0.85% | 1.02% | Q2 2013 | Q3 2018 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 22 | 22 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q1 2019 | 22 |
CIBC Private Wealth Group, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 3 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
SALZHAUER MICHAEL | 20 | 20 | 0.09% | 0.30% | 0.46% | Q4 2015 | Q3 2020 | 20 |
Muzinich & Co., Inc. | 20 | 20 | 0.00% | 0.78% | 1.27% | Q1 2015 | Q4 2019 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 19 | 19 | 0.01% | 0.13% | 0.25% | Q1 2019 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2019 | 19 |
Fiera Capital Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q3 2022 | 18 |
BOKF, NA | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.08% | 0.19% | 0.45% | Q2 2019 | Q3 2023 | 18 |
Crewe Advisors LLC | 11 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Yorktown Management & Research Co Inc | 17 | 17 | 0.03% | 0.32% | 0.90% | Q2 2013 | Q2 2017 | 17 |
Alera Investment Advisors, LLC | 14 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
BB&T SECURITIES, LLC | 9 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 15 | 15 | 0.00% | 0.07% | 0.20% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Claybrook Capital, LLC | 9 | 6 | 0.16% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 14 |
LaFleur & Godfrey LLC | 12 | 2 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 14 |
Balentine LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 10 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2023 | 12 |
CALTON & ASSOCIATES, INC. | 9 | 3 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 12 |
Southeast Asset Advisors Inc. | 10 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 12 |
Cerity Partners LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.06% | 0.26% | 1.22% | Q2 2016 | Q4 2018 | 11 |
HighTower Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
CITIGROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
WESPAC Advisors, LLC | 10 | 10 | 0.34% | 0.61% | 0.79% | Q3 2016 | Q4 2018 | 10 |
Clear Harbor Asset Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2016 | Q3 2018 | 10 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 10 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 10 |
Fiduciary Group LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ROYCE & ASSOCIATES LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
FINANCIAL COUNSELORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Wealthstar Advisors, LLC | 9 | 1 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q2 2021 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Cetera Investment Advisers | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
STABLEFORD CAPITAL II LLC | 10 | 10 | 0.10% | 0.11% | 0.13% | Q3 2017 | Q4 2019 | 10 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.16% | 0.24% | 0.38% | Q1 2014 | Q1 2016 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CHICAGO TRUST Co NA | 9 | 9 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
D. E. Shaw & Co., Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2016 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.03% | 0.09% | 0.13% | Q2 2016 | Q1 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BREITER CAPITAL MANAGEMENT INC | 5 | 3 | 0.06% | 0.12% | 0.18% | Q2 2019 | Q2 2021 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2017 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
SILVER CAPITAL MANAGEMENT LLC | 7 | 7 | 1.78% | 2.22% | 2.71% | Q3 2016 | Q1 2018 | 7 |
TD Waterhouse Canada Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.03% | 0.20% | 0.45% | Q1 2017 | Q3 2018 | 7 |
O'Dell Group, LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
RESOURCE AMERICA, INC. | 6 | 6 | 0.47% | 0.62% | 0.74% | Q1 2018 | Q2 2019 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.26% | 0.45% | Q3 2016 | Q4 2017 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.07% | 0.13% | 0.18% | Q3 2017 | Q4 2018 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.14% | 0.26% | Q3 2017 | Q3 2018 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Homrich & Berg | 5 | 5 | 0.17% | 0.18% | 0.18% | Q2 2016 | Q2 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Invesco Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 5 |
Quadrature Capital Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BlackRock Group LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
MAS Advisors LLC | 4 | 4 | 0.10% | 0.15% | 0.21% | Q2 2022 | Q1 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.14% | 0.20% | 0.23% | Q1 2015 | Q4 2015 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2017 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Palo Capital, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ACG Wealth | 2 | 1 | 0.00% | 0.14% | 0.27% | Q2 2015 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 3 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
Centric Wealth Management | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.10% | 0.13% | 0.16% | Q3 2013 | Q4 2013 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2019 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 0.22% | 0.40% | 0.58% | Q3 2013 | Q4 2013 | 2 |
Covington Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
&PARTNERS | 2 | 2 | 0.24% | 0.28% | 0.31% | Q4 2018 | Q1 2019 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 2 |
Zuckerman Investment Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q1 2017 | Q2 2017 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Spire Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2017 | Q2 2017 | 1 |
BAILARD, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2015 | Q4 2015 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Atom Investors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Almitas Capital LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own MONROE CAP CORP or have owned MONROE CAP CORP in the past.