Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Legal & General Group Plc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
GABELLI FUNDS LLC | 29 | 29 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Renaissance Technologies | 29 | 29 | 0.05% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 29 |
STATE STREET CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
DIMENSIONAL FUND ADVISORS LP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
PANAGORA ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 27 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 7 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 26 |
QUADRANT CAPITAL GROUP LLC | 23 | 3 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 16 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 26 |
CANADA PENSION PLAN INVESTMENT BOARD | 26 | 26 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q4 2022 | 26 |
M&T BANK CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 23 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 23 | 23 | 0.24% | 0.81% | 1.42% | Q4 2016 | Q2 2022 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 23 |
Allianz Asset Management GmbH | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 20 |
COMERICA BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 19 |
GREENLEAF TRUST | 12 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 14 | 5 | 0.00% | 0.33% | 0.70% | Q3 2016 | Q2 2023 | 19 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Aperio Group, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q4 2020 | 18 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 17 |
First Horizon Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 16 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
GLENMEDE TRUST CO NA | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 15 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
Parkside Financial Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q1 2021 | 13 |
State of New Jersey Common Pension Fund D | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 12 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 11 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 8 | 1 | 0.20% | 0.47% | 0.66% | Q3 2006 | Q4 2018 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 10 |
YorkBridge Wealth Partners, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 7 | 3 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 9 |
Balentine LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 9 |
LPL Financial LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 8 |
West Family Investments, Inc. | 7 | 1 | 0.08% | 0.11% | 0.16% | Q2 2021 | Q2 2023 | 8 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SEGALL BRYANT & HAMILL, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.19% | 0.51% | Q4 2018 | Q4 2022 | 8 |
Mondrian Investment Partners LTD | 8 | 8 | 0.12% | 4.25% | 6.02% | Q3 2016 | Q2 2018 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Hexavest Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 7 |
WHITTIER TRUST CO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 7 |
Ethic Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
JFS WEALTH ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
World Asset Management Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
AQR Capital Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
AJO, LP | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 5 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
NIA IMPACT ADVISORS, LLC | 5 | 5 | 0.81% | 1.23% | 1.42% | Q2 2022 | Q2 2023 | 5 |
Oldfield Partners LLP | 5 | 5 | 0.14% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 4 |
Wealthspire Advisors, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.18% | 0.48% | 0.68% | Q1 2022 | Q4 2022 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Bell Investment Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 4 |
Schonfeld Strategic Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q1 2019 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Arnhold LLC | 3 | 3 | 0.06% | 0.16% | 0.22% | Q2 2019 | Q4 2019 | 3 |
StoneX Group Inc. | 3 | 3 | 0.02% | 0.13% | 0.20% | Q3 2021 | Q1 2022 | 3 |
Invst, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 3 |
LSV ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MARSHALL WACE ASIA Ltd | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GAM Holding AG | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Crossmark Global Holdings, Inc. | 2 | 2 | 0.01% | 0.11% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.21% | 0.22% | 0.24% | Q3 2018 | Q4 2018 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 2 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DEPRINCE RACE & ZOLLO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2020 | Q1 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FORA Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own PLDT INC or have owned PLDT INC in the past.