| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| STRATEGIC WEALTH MANAGEMENT INC | 11 | 11 | 7.75% | 13.86% | 22.03% | Q2 2017 | Q4 2019 | 11 |
| TRADITION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.51% | 0.82% | Q4 2017 | Q1 2019 | 6 |
| TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.78% | 0.82% | 0.88% | Q2 2019 | Q2 2020 | 5 |
This page lists all the filers that currently own Elements US Large Cap Fund or have owned Elements US Large Cap Fund in the past.