Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.04% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BARCLAYS PLC | 16 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
METROPOLITAN LIFE INSURANCE CO/NY | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Clean Yield Group | 38 | 38 | 0.20% | 0.90% | 1.72% | Q2 2014 | Q3 2023 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
Cardinal Capital Management | 35 | 35 | 0.10% | 0.22% | 0.33% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 32 | 3 | 0.02% | 1.23% | 4.05% | Q2 2013 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 32 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 5 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 32 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
ISTHMUS PARTNERS, LLC | 31 | 31 | 0.14% | 0.27% | 0.38% | Q1 2016 | Q3 2023 | 31 |
Invesco Ltd. | 17 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 30 |
UBS Group AG | 20 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
SEIZERT CAPITAL PARTNERS, LLC | 15 | 3 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 29 |
ALLIANCEBERNSTEIN L.P. | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Teton Advisors, Inc. | 28 | 28 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2020 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2020 | 28 |
MARTINGALE ASSET MANAGEMENT L P | 19 | 9 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
RICE HALL JAMES & ASSOCIATES, LLC | 28 | 28 | 0.01% | 0.28% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
EVERETT HARRIS & CO /CA/ | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Ativo Capital Management LLC | 22 | 22 | 0.12% | 0.23% | 0.49% | Q2 2013 | Q3 2018 | 22 |
PANAGORA ASSET MANAGEMENT INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 22 |
MetLife Investment Management, LLC | 13 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Ranger Investment Management | 22 | 22 | 0.20% | 0.38% | 0.56% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
LOOMIS SAYLES & CO L P | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
LAZARD ASSET MANAGEMENT LLC | 9 | 5 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
DENALI ADVISORS LLC | 11 | 4 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q1 2021 | 19 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 17 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
NATIXIS ADVISORS, L.P. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 14 |
GLOBEFLEX CAPITAL L P | 14 | 14 | 0.09% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2018 | 14 |
Marquette Asset Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
BRANDES INVESTMENT PARTNERS, LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 13 |
AQR Capital Management | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Creative Planning | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 12 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 11 |
OXFORD ASSET MANAGEMENT LLP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
PRUDENTIAL FINANCIAL INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CRAWFORD INVESTMENT COUNSEL INC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2015 | 10 |
THB ASSET MANAGEMENT | 10 | 10 | 0.25% | 0.64% | 0.83% | Q4 2017 | Q1 2020 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
FIRST HAWAIIAN BANK | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
AFFINITY INVESTMENT ADVISORS, LLC | 9 | 9 | 0.07% | 0.22% | 0.35% | Q1 2019 | Q1 2021 | 9 |
FIRST QUADRANT LLC/CA | 6 | 3 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 9 |
WCM INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q1 2018 | 9 |
Nine Ten Capital Management LLC | 9 | 9 | 1.08% | 4.97% | 6.84% | Q1 2015 | Q1 2017 | 9 |
Wallace Capital Management Inc. | 9 | 9 | 0.09% | 0.14% | 0.32% | Q2 2013 | Q2 2015 | 9 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RUSSELL FRANK CO/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 8 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Spark Investment Management LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LSV ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
HealthInvest Partners AB | 6 | 6 | 5.64% | 11.71% | 18.25% | Q3 2021 | Q4 2022 | 6 |
Man Group plc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.08% | 0.13% | Q1 2016 | Q2 2017 | 6 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.01% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 6 |
Port Capital LLC | 6 | 6 | 0.06% | 0.16% | 0.22% | Q3 2018 | Q4 2019 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.15% | 0.37% | 0.54% | Q3 2014 | Q4 2015 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CONNORS INVESTOR SERVICES INC | 5 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q4 2015 | 6 |
Bares Capital Management | 6 | 6 | 1.28% | 2.05% | 2.65% | Q1 2013 | Q2 2014 | 6 |
Stone Ridge Asset Management LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 5 |
CHICAGO EQUITY PARTNERS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CIGNA INVESTMENTS INC /NEW | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BAILARD, INC. | 4 | 1 | 0.02% | 0.07% | 0.22% | Q4 2015 | Q3 2018 | 5 |
Quadrature Capital Ltd | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
DekaBank Deutsche Girozentrale | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
MENTA CAPITAL LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
State of Wyoming | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 0.29% | 0.32% | 0.35% | Q3 2022 | Q2 2023 | 4 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q4 2020 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Bray Capital Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 4 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Penn Mutual Asset Management, LLC | 4 | 4 | 0.26% | 1.75% | 2.93% | Q4 2022 | Q3 2023 | 4 |
Legato Capital Management LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 4 |
Krane Funds Advisors LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 3 |
Bowling Portfolio Management LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q2 2018 | 3 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.09% | 0.14% | 0.19% | Q1 2016 | Q2 2017 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OFI Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Perceptive Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARD ASSOCIATES INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Nine Ten Partners LP | 1 | 1 | 5.30% | 5.30% | 5.30% | Q4 2014 | Q4 2014 | 1 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own UTAH MED PRODS INC or have owned UTAH MED PRODS INC in the past.