| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 6 | 1 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q2 2015 | 7 |
| MERITAGE PORTFOLIO MANAGEMENT | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2017 | 4 |
| DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| MOTCO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 2 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
| Vectors Research Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own MUTUAL SER FD INC GBL DISCVR F or have owned MUTUAL SER FD INC GBL DISCVR F in the past.