Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RHUMBLINE ADVISERS | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
MARTINGALE ASSET MANAGEMENT L P | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
FCA CORP /TX | 33 | 33 | 0.66% | 1.13% | 1.72% | Q3 2015 | Q3 2023 | 33 |
Tweedy, Browne Co LLC | 33 | 33 | 0.31% | 0.62% | 1.03% | Q3 2015 | Q3 2023 | 33 |
DENALI ADVISORS LLC | 33 | 33 | 0.00% | 0.26% | 1.04% | Q3 2015 | Q3 2023 | 33 |
COOKE & BIELER LP | 33 | 33 | 0.05% | 0.28% | 0.48% | Q3 2015 | Q3 2023 | 33 |
NEW YORK STATE COMMON RETIREMENT FUND | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
VANGUARD GROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Invesco Ltd. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
AQR Capital Management | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.07% | 0.09% | 0.20% | Q4 2015 | Q3 2023 | 32 |
DIMENSIONAL FUND ADVISORS LP | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BRANDES INVESTMENT PARTNERS, LP | 32 | 32 | 0.01% | 0.19% | 0.82% | Q4 2015 | Q3 2023 | 32 |
RBF Capital, LLC | 32 | 32 | 0.02% | 0.05% | 0.23% | Q4 2015 | Q3 2023 | 32 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
FMR LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
GEODE CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
LSV ASSET MANAGEMENT | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
STATE STREET CORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
PRUDENTIAL FINANCIAL INC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
AMERIPRISE FINANCIAL INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Legal & General Group Plc | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
DEUTSCHE BANK AG\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
AMERICAN INTERNATIONAL GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WESTPORT ASSET MANAGEMENT INC | 28 | 4 | 0.81% | 2.36% | 7.74% | Q3 2015 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 22 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Renaissance Technologies | 22 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q2 2023 | 31 |
METROPOLITAN LIFE INSURANCE CO/NY | 24 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
PRICE T ROWE ASSOCIATES INC /MD/ | 19 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
SHUFRO ROSE & CO LLC | 30 | 30 | 0.03% | 0.88% | 1.62% | Q4 2015 | Q1 2023 | 30 |
JPMORGAN CHASE & CO | 28 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 26 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 30 |
MOODY NATIONAL BANK TRUST DIVISION | 30 | 30 | 3.59% | 14.27% | 33.27% | Q2 2016 | Q3 2023 | 30 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 23 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Zebra Capital Management LLC | 17 | 9 | 0.11% | 0.84% | 2.21% | Q3 2015 | Q1 2023 | 26 |
Arbiter Partners Capital Management LLC | 18 | 8 | 0.03% | 0.85% | 4.86% | Q4 2015 | Q3 2023 | 26 |
US BANCORP \DE\ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 26 |
RK Asset Management, LLC | 17 | 4 | 7.75% | 14.86% | 22.22% | Q4 2015 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 25 | 25 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2021 | 25 |
MACKENZIE FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
FIRST TRUST ADVISORS LP | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 23 |
BANK OF MONTREAL /CAN/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 22 |
STRS OHIO | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 21 |
ACADIAN ASSET MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Aperio Group, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 21 |
Russell Investments Group, Ltd. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.28% | 0.43% | 0.74% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q3 2020 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
AMERICAN CENTURY COMPANIES INC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
ROYCE & ASSOCIATES LP | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2020 | 19 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 18 | 18 | 1.26% | 1.93% | 3.43% | Q4 2015 | Q1 2020 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 16 |
AMP Capital Investors Ltd | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 16 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 8 | 7 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Adirondack Research & Management Inc. | 14 | 14 | 1.87% | 2.62% | 3.39% | Q2 2018 | Q3 2021 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Jupiter Investment Management Ltd | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2020 | 14 |
TWO SIGMA INVESTMENTS, LP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 14 |
TEACHERS ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Ziegler Capital Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
JUPITER ASSET MANAGEMENT LTD | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Gratus Capital, LLC | 12 | 12 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q1 2019 | 12 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 12 |
Robotti & Company | 12 | 12 | 0.02% | 0.09% | 0.16% | Q4 2015 | Q3 2018 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Aviance Capital Partners, LLC | 11 | 11 | 0.34% | 0.61% | 1.10% | Q2 2016 | Q4 2018 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
LOOMIS SAYLES & CO L P | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2018 | 10 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Westhampton Capital, LLC | 9 | 9 | 0.44% | 0.54% | 0.74% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
MENTA CAPITAL LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2015 | Q3 2017 | 8 |
M3F, Inc. | 7 | 1 | 0.60% | 4.42% | 10.84% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Long Beach | 6 | 1 | 0.06% | 0.14% | 0.22% | Q4 2018 | Q4 2022 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Nationwide Fund Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CM Management, LLC | 8 | 8 | 0.38% | 1.19% | 1.73% | Q4 2020 | Q3 2022 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 7 |
SIGNATUREFD, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
FIRST QUADRANT LLC/CA | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 7 |
Advisor Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 7 |
Boston Partners | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Allianz Asset Management GmbH | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 7 |
GSA CAPITAL PARTNERS LLP | 6 | 6 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 6 |
AXA S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 6 |
Man Group plc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q2 2017 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.18% | 0.25% | 0.36% | Q4 2016 | Q1 2018 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
State of Wyoming | 6 | 6 | 0.04% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
FEDERATED HERMES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.06% | 0.30% | Q4 2015 | Q3 2023 | 5 |
Fiera Capital Corp | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q4 2015 | Q4 2016 | 5 |
&PARTNERS | 4 | 1 | 0.12% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.15% | 0.32% | 0.46% | Q2 2018 | Q2 2019 | 5 |
Numeric Investors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
NORGES BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Lingohr Asset Management GmbH | 5 | 5 | 0.47% | 0.52% | 0.59% | Q4 2018 | Q4 2019 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 5 |
MARSHALL WACE, LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
AXAR CAPITAL MANAGEMENT L.P. | 4 | 4 | 0.59% | 0.63% | 0.69% | Q2 2021 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NUANCE INVESTMENTS, LLC | 4 | 4 | 0.35% | 1.16% | 1.79% | Q4 2015 | Q3 2016 | 4 |
KARPAS STRATEGIES, LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.42% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HRT FINANCIAL LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
BlackRock Group LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Gladius Capital Management LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
DEERE & CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Glacier Peak Capital LLC | 2 | 1 | 0.61% | 1.06% | 1.32% | Q3 2016 | Q1 2018 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Blue Clay Capital Management, LLC | 3 | 3 | 7.53% | 7.72% | 7.88% | Q1 2016 | Q3 2016 | 3 |
WINTON GROUP Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 3 |
LUCUS ADVISORS LLC | 1 | 1 | 0.23% | 0.28% | 0.37% | Q4 2015 | Q1 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Financial Bank - Trust Division | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 3 |
PDT Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Interval Partners, LP | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Unison Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2017 | Q1 2018 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.36% | 0.41% | 0.45% | Q4 2022 | Q1 2023 | 2 |
Bowling Portfolio Management LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2020 | 2 |
Quinn Opportunity Partners LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SPECTRUM ADVISORY SERVICES INC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q4 2015 | Q1 2016 | 2 |
Arizona State Retirement System | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Mariner, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own NATIONAL WESTN LIFE GROUP IN or have owned NATIONAL WESTN LIFE GROUP IN in the past.