Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 68 |
Citadel Advisors | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 53 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BARD ASSOCIATES INC | 36 | 36 | 0.68% | 1.25% | 1.80% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 29 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LSV ASSET MANAGEMENT | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2021 | 28 |
Advisors Asset Management, Inc. | 28 | 28 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 28 |
VAN ECK ASSOCIATES CORP | 27 | 27 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 27 |
ROYAL BANK OF CANADA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
TWO SIGMA ADVISERS, LP | 14 | 12 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2023 | 26 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
GUGGENHEIM CAPITAL LLC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 25 |
MCKINLEY CAPITAL MANAGEMENT LLC | 24 | 24 | 0.08% | 0.18% | 0.33% | Q1 2017 | Q4 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Invesco Ltd. | 16 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
TWO SIGMA INVESTMENTS, LP | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2022 | 22 |
AXA S.A. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 21 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 17 | 4 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 21 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Chubb Ltd | 18 | 1 | 0.05% | 0.55% | 1.93% | Q1 2016 | Q1 2022 | 20 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
ROYCE & ASSOCIATES LP | 12 | 8 | 0.01% | 0.09% | 0.31% | Q4 2014 | Q3 2023 | 20 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 19 |
Bramshill Investments, LLC | 19 | 19 | 0.00% | 0.22% | 0.49% | Q4 2017 | Q2 2022 | 19 |
Geneos Wealth Management Inc. | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 18 |
West Family Investments, Inc. | 12 | 6 | 0.06% | 0.35% | 0.82% | Q4 2014 | Q4 2020 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 18 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 17 |
IFP Advisors, Inc | 10 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q2 2020 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
Axiom Investment Management LLC | 14 | 1 | 0.04% | 0.22% | 0.53% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.10% | 0.29% | 0.53% | Q3 2016 | Q4 2019 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.18% | 0.28% | Q1 2020 | Q2 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Arkadios Wealth Advisors | 12 | 2 | 0.07% | 0.18% | 0.45% | Q4 2019 | Q3 2023 | 14 |
CITIGROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 14 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.27% | 0.39% | 0.57% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 13 |
Opus Capital Group, LLC | 11 | 2 | 0.04% | 0.45% | 0.97% | Q3 2015 | Q2 2019 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
PERRITT CAPITAL MANAGEMENT INC | 13 | 13 | 0.09% | 0.54% | 1.40% | Q3 2014 | Q3 2017 | 13 |
PEAK6 Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 13 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2017 | 12 |
NORTHPOINTE CAPITAL LLC | 12 | 12 | 0.08% | 0.35% | 0.57% | Q4 2014 | Q3 2017 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
HighTower Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 11 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.05% | 0.16% | Q2 2015 | Q3 2022 | 11 |
Avenir Corp | 11 | 11 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 11 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
MetLife Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OPUS INVESTMENT MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 10 |
MARSHALL WACE, LLP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
AMERIPRISE FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
PSI Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 4 | 2 | 0.03% | 0.12% | 0.24% | Q1 2017 | Q3 2021 | 9 |
Fusion Family Wealth LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2018 | 9 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
CENTRAL TRUST Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 9 |
ADVISORY RESEARCH INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
SeaBridge Investment Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 8 |
Zelman Capital LLC | 7 | 7 | 0.27% | 1.11% | 2.41% | Q4 2014 | Q2 2016 | 7 |
Jaffetilchin Investment Partners, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
EMERALD MUTUAL FUND ADVISERS TRUST | 6 | 1 | 0.02% | 0.08% | 0.13% | Q2 2020 | Q4 2022 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 7 |
RMB Capital Management, LLC | 5 | 2 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q3 2022 | 7 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q1 2023 | 7 |
&PARTNERS | 7 | 7 | 1.80% | 2.16% | 2.46% | Q4 2018 | Q2 2020 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 7 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.07% | 0.21% | Q2 2020 | Q1 2023 | 7 |
SUMMITRY LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 6 |
CREDIT SUISSE AG/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 6 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 6 |
JNBA Financial Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Capital Market Strategies LLC | 5 | 1 | 0.15% | 0.23% | 0.28% | Q4 2021 | Q2 2023 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
MENDON CAPITAL ADVISORS CORP | 4 | 2 | 0.05% | 0.44% | 1.10% | Q3 2015 | Q1 2022 | 6 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
CHUBB CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Front Row Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Crow Point Partners, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q1 2018 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.21% | Q4 2016 | Q1 2019 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.48% | 1.72% | 1.97% | Q3 2022 | Q3 2023 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Steward Partners Investment Advisory, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.26% | 0.46% | 0.62% | Q1 2017 | Q3 2019 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q4 2022 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q3 2016 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.12% | 0.17% | 0.21% | Q3 2019 | Q2 2020 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.11% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Quadrature Capital Ltd | 2 | 2 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q1 2021 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Kinloch Capital, LLC | 3 | 1 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.03% | 0.08% | 0.12% | Q2 2015 | Q1 2017 | 4 |
New Millennium Group LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EAGLE GLOBAL ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BANK OF MONTREAL /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.09% | 0.22% | 0.43% | Q4 2020 | Q2 2021 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2018 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Covestor Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
PARK CIRCLE Co | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 3 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.22% | 0.26% | 0.28% | Q3 2019 | Q1 2020 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.10% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q4 2018 | Q2 2019 | 3 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
ACG Wealth | 3 | 3 | 0.10% | 0.72% | 1.05% | Q4 2014 | Q2 2015 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.21% | 0.35% | 0.43% | Q1 2023 | Q3 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 2 |
AMALGAMATED BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 2 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2021 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
STATE STREET CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Potomac Capital Management, Inc. | 2 | 2 | 1.52% | 2.12% | 2.72% | Q4 2014 | Q1 2015 | 2 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.18% | 0.37% | Q4 2020 | Q3 2022 | 2 |
Legal & General Group Plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q2 2017 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Corsair Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Connective Capital Management, LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2016 | Q1 2016 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2017 | Q1 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CERTUITY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2016 | Q3 2016 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Azora Capital LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SG Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2016 | Q1 2016 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own NEWTEK BUSINESS SVCS CORP or have owned NEWTEK BUSINESS SVCS CORP in the past.