Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 30 |
ROYCE & ASSOCIATES LP | 21 | 21 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q2 2024 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2024 | 21 |
BARD ASSOCIATES INC | 21 | 21 | 0.66% | 0.92% | 1.21% | Q2 2019 | Q2 2024 | 21 |
Ancora Advisors LLC | 21 | 21 | 0.01% | 0.10% | 0.19% | Q2 2019 | Q2 2024 | 21 |
NISA INVESTMENT ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
State of New Jersey Common Pension Fund D | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 21 |
BlackRock Finance, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
GEODE CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
VANGUARD GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
Tower Research Capital LLC (TRC) | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 20 |
Russell Investments Group, Ltd. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2024 | 19 |
JPMORGAN CHASE & CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Janney Montgomery Scott LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2024 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
North Star Investment Management Corp. | 18 | 18 | 0.06% | 0.22% | 0.48% | Q1 2020 | Q2 2024 | 18 |
DUBUQUE BANK & TRUST CO | 17 | 17 | 0.13% | 0.22% | 0.29% | Q3 2019 | Q3 2023 | 17 |
UBS Group AG | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 17 |
OSAIC HOLDINGS, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
Greenwich Investment Management, Inc. | 11 | 6 | 0.21% | 1.15% | 2.68% | Q2 2019 | Q2 2024 | 17 |
Renaissance Technologies | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 17 |
MORGAN STANLEY | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 17 |
Nuveen Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
ROYAL BANK OF CANADA | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 16 |
Penn Capital Management Company, LLC | 9 | 7 | 0.07% | 0.31% | 0.45% | Q2 2019 | Q2 2024 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
Capital Analysts, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
CITIGROUP INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
FMR LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
Uniplan Investment Counsel, Inc. | 16 | 16 | 0.39% | 0.66% | 0.95% | Q3 2020 | Q2 2024 | 16 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
RHUMBLINE ADVISERS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Legal & General Group Plc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Taylor Wealth Management Partners | 13 | 13 | 0.89% | 1.86% | 2.93% | Q2 2019 | Q2 2022 | 13 |
STATE STREET CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
NEW YORK STATE COMMON RETIREMENT FUND | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
STRS OHIO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Foundry Partners, LLC | 13 | 13 | 0.08% | 0.18% | 0.27% | Q2 2021 | Q2 2024 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
Asset Management One Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
DIMENSIONAL FUND ADVISORS LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 12 |
Sumitomo Mitsui Trust Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 12 |
WHITE PINE CAPITAL LLC | 11 | 1 | 0.05% | 0.18% | 0.26% | Q2 2021 | Q2 2024 | 12 |
State of Alaska, Department of Revenue | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
LAZARD ASSET MANAGEMENT LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 11 |
Allspring Global Investments Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Waterfront Capital Partners, LLC | 11 | 11 | 0.66% | 0.97% | 1.42% | Q2 2019 | Q4 2021 | 11 |
PRICE T ROWE ASSOCIATES INC /MD/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
MetLife Investment Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
Neuberger Berman Group LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
AMALGAMATED BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.02% | 0.20% | 0.35% | Q4 2019 | Q1 2022 | 10 |
HEITMAN REAL ESTATE SECURITIES LLC | 10 | 10 | 0.09% | 0.76% | 1.23% | Q1 2021 | Q2 2023 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Consolidated Investment Group LLC | 10 | 10 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q4 2021 | 10 |
Annex Advisory Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 9 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Dakota Wealth Management | 9 | 9 | 0.03% | 0.09% | 0.15% | Q2 2022 | Q2 2024 | 9 |
Black Swift Group, LLC | 9 | 9 | 0.19% | 0.33% | 0.43% | Q2 2021 | Q2 2023 | 9 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q2 2024 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
Gilman Hill Asset Management, LLC | 8 | 8 | 0.54% | 1.20% | 1.43% | Q3 2022 | Q2 2024 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
AQR Capital Management | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Essex Financial Services, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.15% | 0.51% | 1.06% | Q2 2021 | Q4 2022 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
NEXPOINT ASSET MANAGEMENT, L.P. | 7 | 7 | 0.35% | 0.70% | 1.14% | Q3 2019 | Q1 2021 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
Penserra Capital Management LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 7 |
State of Wyoming | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2024 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Quantbot Technologies LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
EMERALD MUTUAL FUND ADVISERS TRUST | 6 | 6 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q1 2021 | 6 |
LPL Financial LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Monarch Partners Asset Management LLC | 4 | 2 | 0.15% | 0.22% | 0.34% | Q2 2019 | Q4 2020 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2024 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 6 |
B. Metzler seel. Sohn & Co. AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.12% | 0.15% | 0.17% | Q2 2019 | Q2 2020 | 5 |
Invesco Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 5 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 5 |
FSC Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 5 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.09% | Q3 2023 | Q2 2024 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
Worth Venture Partners, LLC | 3 | 1 | 0.11% | 0.23% | 0.34% | Q3 2020 | Q3 2021 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
DENALI ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 4 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 4 |
RAYMOND JAMES & ASSOCIATES | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Islet Management, LP | 4 | 4 | 0.11% | 0.20% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Annis Gardner Whiting Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2023 | Q2 2024 | 4 |
LDR Capital Management LLC | 3 | 1 | 0.14% | 1.35% | 2.46% | Q1 2021 | Q2 2022 | 4 |
Man Group plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q1 2023 | 4 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q1 2021 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EMERALD ADVISERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Quest Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2023 | Q2 2024 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Steward Partners Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 3 |
GAMMA Investing LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2021 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 3 |
QSV Equity Investors LLC | 3 | 3 | 1.25% | 1.33% | 1.45% | Q4 2023 | Q2 2024 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
HTLF Bank | 3 | 3 | 0.19% | 0.20% | 0.22% | Q4 2023 | Q2 2024 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 3 |
Bison Wealth, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Mariner, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Bray Capital Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Trellus Management Company, LLC | 2 | 2 | 0.32% | 0.37% | 0.43% | Q2 2019 | Q3 2019 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
THB ASSET MANAGEMENT | 2 | 2 | 0.11% | 0.14% | 0.16% | Q3 2020 | Q4 2020 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
M&G Plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Sentinus, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Hodges Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
Smartleaf Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
EntryPoint Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
ROTHSCHILD INVESTMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2024 | Q1 2024 | 1 |
Corebridge Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Gillson Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fosun International Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q2 2019 | 1 |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own POSTAL REALTY TRUST INC or have owned POSTAL REALTY TRUST INC in the past.