Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
Advisors Asset Management, Inc. | 45 | 45 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
TWO SIGMA INVESTMENTS, LP | 43 | 43 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2024 | 43 |
TWO SIGMA ADVISERS, LP | 43 | 43 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2024 | 43 |
ROYAL BANK OF CANADA | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 41 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
CITIGROUP INC | 25 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 32 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2024 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2024 | 32 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 31 |
BlackRock Finance, Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 30 |
IFP Advisors, Inc | 20 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q2 2024 | 28 |
GABLES CAPITAL MANAGEMENT INC. | 26 | 26 | 0.57% | 0.89% | 1.20% | Q1 2018 | Q2 2024 | 26 |
BANK OF AMERICA CORP /DE/ | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 25 |
Legal & General Group Plc | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
CANADA LIFE ASSURANCE Co | 19 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2024 | 23 |
Sound Income Strategies, LLC | 21 | 21 | 0.02% | 0.46% | 0.99% | Q2 2019 | Q2 2024 | 21 |
Virtus ETF Advisers LLC | 21 | 21 | 0.10% | 0.36% | 0.94% | Q2 2019 | Q2 2024 | 21 |
ARES MANAGEMENT LLC | 14 | 7 | 0.02% | 0.35% | 0.79% | Q2 2016 | Q4 2021 | 21 |
BB&T SECURITIES, LLC | 11 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 21 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
ADVISORY RESEARCH INC | 20 | 20 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Nuveen Asset Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Muzinich & Co., Inc. | 10 | 7 | 0.23% | 0.56% | 3.02% | Q4 2014 | Q3 2021 | 17 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.08% | 0.24% | Q2 2014 | Q1 2018 | 16 |
DEUTSCHE BANK AG\ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
Powell Investment Advisors, LLC | 15 | 15 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.02% | 0.05% | Q4 2020 | Q1 2024 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
BARD ASSOCIATES INC | 13 | 13 | 0.11% | 0.16% | 0.19% | Q2 2021 | Q2 2024 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
AXA S.A. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 13 |
DIMENSION CAPITAL MANAGEMENT LLC | 13 | 13 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q2 2024 | 13 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2024 | 12 |
RESOURCE AMERICA, INC. | 12 | 12 | 1.10% | 4.66% | 13.02% | Q4 2017 | Q3 2020 | 12 |
American Portfolios Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 12 |
Yorktown Management & Research Co Inc | 12 | 12 | 0.04% | 1.06% | 1.50% | Q2 2013 | Q1 2016 | 12 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2024 | 11 |
STIFEL FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2021 | 11 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2024 | 11 |
Nuveen Fund Advisors, LLC | 11 | 11 | 0.04% | 0.24% | 1.21% | Q2 2016 | Q4 2018 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.10% | 0.21% | Q2 2017 | Q3 2019 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 10 |
TELEMUS CAPITAL, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 9 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
AE Wealth Management LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
LPL Financial LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Quadrature Capital Ltd | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.38% | 0.42% | 0.47% | Q4 2020 | Q4 2022 | 9 |
NATIXIS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 9 |
Nantahala Capital Management | 7 | 1 | 0.07% | 0.27% | 0.48% | Q2 2014 | Q2 2016 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2024 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Atria Wealth Solutions, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
BASSO CAPITAL MANAGEMENT, L.P. | 7 | 7 | 1.35% | 1.57% | 1.73% | Q4 2022 | Q2 2024 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2024 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 7 |
BARINGS LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 6 |
TOWNSQUARE CAPITAL LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
PineBridge Investments, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
TEACHERS ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 6 |
LSV ASSET MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Capital Analysts, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Numeric Investors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 5 |
Ativo Capital Management LLC | 3 | 2 | 0.29% | 0.32% | 0.35% | Q2 2017 | Q3 2018 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 5 |
Orinda Asset Management LLC | 4 | 1 | 0.33% | 0.73% | 0.91% | Q1 2015 | Q2 2016 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2024 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
STATE STREET CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 4 |
Lion Street Advisors, LLC | 4 | 4 | 1.31% | 2.16% | 2.75% | Q1 2020 | Q4 2020 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Eidelman Virant Capital | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2024 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CAXTON ASSOCIATES LP | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q3 2020 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Kelly Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q2 2015 | Q1 2016 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Invesco Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CIBC Private Wealth Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 3 |
Relative Value Partners, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q3 2014 | Q1 2015 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 3 |
Curi RMB Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.06% | 0.11% | 0.20% | Q4 2023 | Q2 2024 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2014 | 3 |
Bulldog Investors, LLP | 3 | 3 | 0.22% | 0.36% | 0.64% | Q2 2019 | Q4 2019 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q2 2017 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
TRADITION ASSET MANAGEMENT LLC | 3 | 3 | 0.22% | 0.24% | 0.25% | Q2 2019 | Q4 2019 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
First Trust Capital Management L.P. | 2 | 1 | 0.13% | 0.29% | 0.45% | Q1 2016 | Q4 2016 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
AMERIPRISE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 3 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2019 | Q1 2020 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
PRINCIPAL SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2024 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
STRS OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HEARTLAND ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Summit Global Investments | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q4 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Triad Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EntryPoint Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Beach Point Capital Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Almitas Capital LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own WHITEHORSE FIN INC or have owned WHITEHORSE FIN INC in the past.