| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 7 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2021 | 29 |
| PNC FINANCIAL SERVICES GROUP, INC. | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
| First Horizon Advisors, Inc. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
| GLENMEDE TRUST CO NA | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 20 |
| Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
| QUADRANT CAPITAL GROUP LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2019 | 17 |
| GENESEE VALLEY TRUST CO | 13 | 2 | 0.09% | 0.20% | 0.32% | Q2 2014 | Q1 2018 | 15 |
| Aristotle Capital Management, LLC | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
| BOSTON ADVISORS LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 10 |
| IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
| AMERIPRISE FINANCIAL INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 9 |
| Lenox Wealth Management, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 7 |
| CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
| RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
| Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
| RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 2 |
| Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
| TRUIST FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
| BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
| Aperio Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own Otsuka Holdings Co Ltd or have owned Otsuka Holdings Co Ltd in the past.