Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 31 |
Anchor Investment Management, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Nuveen Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
GAMCO INVESTORS, INC. ET AL | 16 | 16 | 0.45% | 0.63% | 0.95% | Q4 2019 | Q3 2023 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FMR LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AMERICAN INTERNATIONAL GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BlackRock Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
GABELLI FUNDS LLC | 16 | 16 | 0.24% | 0.45% | 0.77% | Q4 2019 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
VANGUARD GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 12 | 3 | 0.04% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 14 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.02% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 14 |
First National Bank of South Miami | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Unison Advisors LLC | 12 | 1 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Steward Partners Investment Advisory, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2022 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 12 |
HSBC HOLDINGS PLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
RHUMBLINE ADVISERS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
METROPOLITAN LIFE INSURANCE CO/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
MV CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
CQS (US), LLC | 7 | 7 | 0.12% | 0.18% | 0.39% | Q4 2020 | Q2 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allspring Global Investments Holdings, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
STRS OHIO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OSSIAM | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WESTPAC BANKING CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Columbia Asset Management | 7 | 7 | 0.04% | 0.22% | 0.35% | Q2 2020 | Q4 2021 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
USS Investment Management Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Poehling Capital Management, INC. | 6 | 6 | 1.13% | 1.84% | 2.63% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 6 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Kathleen S. Wright Associates Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Quaker Capital Investments, LLC | 5 | 5 | 0.32% | 2.10% | 3.81% | Q4 2019 | Q4 2020 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Citadel Investment Advisory, Inc. | 5 | 5 | 0.10% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ergoteles LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 5 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 4 |
Welch Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
BARINGS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2020 | 4 |
B. Metzler seel. Sohn & Co. AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Mint Tower Capital Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
KLK CAPITAL MANAGEMENT LLC | 3 | 3 | 1.15% | 1.27% | 1.44% | Q2 2021 | Q4 2021 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
IndexIQ Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Illinois Municipal Retirement Fund | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Prentice Capital Management, LP | 3 | 3 | 2.25% | 2.96% | 4.21% | Q1 2021 | Q3 2021 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Harbor Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2021 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2019 | Q4 2019 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Ethic Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
CSS LLC/IL | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Raffles Associates | 2 | 2 | 1.75% | 3.75% | 5.76% | Q3 2021 | Q4 2021 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
AM Squared Ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q1 2021 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 4.49% | 4.49% | 4.49% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Boit C F David | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Oribel Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
GUARDIAN INVESTMENT MANAGEMENT | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
US Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BROOKS, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Islet Management, LP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Hudson Portfolio Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VIACOMCBS INC or have owned VIACOMCBS INC in the past.