Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
GATEWAY INVESTMENT ADVISERS LLC | 45.0% | 33.0% | 23.6% | 17.5% | 7.4% | $70,827,643 | 494 |
Relative Value Partners Group, LLC | 59.3% | 39.7% | 23.6% | 15.6% | 5.8% | $40,968,768 | 262 |
Baader Bank Aktiengesellschaft | 46.8% | 34.1% | 23.6% | 16.5% | 6.0% | $21,939,677 | 316 |
Te Ahumairangi Investment Management Ltd | 51.6% | 34.3% | 23.6% | 16.9% | 6.5% | $10,362,786 | 85 |
STEADFAST CAPITAL MANAGEMENT LP | 68.3% | 41.8% | 23.6% | 15.1% | 5.9% | $49,753,736 | 47 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 50.4% | 34.2% | 23.6% | 18.0% | 7.2% | $35,036,381 | 350 |
KEYBANK NATIONAL ASSOCIATION/OH | 46.3% | 34.0% | 23.6% | 16.1% | 5.9% | $218,113,217 | 1,021 |
Bank Julius Baer & Co. Ltd, Zurich | 52.5% | 36.3% | 23.6% | 15.9% | 6.3% | $120,030,853 | 525 |
Sustainable Insight Capital Management, LLC | 71.3% | 44.3% | 23.5% | 14.3% | 4.8% | $830,315 | 53 |
KRAEMATON INVESTMENT ADVISORS, INC | 60.7% | 39.4% | 23.5% | 15.3% | 5.3% | $1,871,607 | 77 |
1900 WEALTH MANAGEMENT LLC | 52.5% | 37.7% | 23.5% | 16.3% | 6.9% | $17,421,767 | 290 |
Crumly & Associates Inc. | 62.7% | 39.9% | 23.5% | 15.5% | 6.4% | $5,721,522 | 114 |
FORTE CAPITAL LLC /ADV | 55.9% | 36.6% | 23.5% | 17.1% | 7.1% | $5,443,205 | 207 |
Hudson Bay Capital Management LP | 49.3% | 36.6% | 23.5% | 15.9% | 6.2% | $1,897,664,462 | 782 |
Fiduciary Alliance LLC | 56.4% | 38.6% | 23.5% | 15.9% | 6.0% | $6,065,482 | 167 |
Motley Fool Asset Management LLC | 50.5% | 36.4% | 23.5% | 15.6% | 5.6% | $15,993,440 | 215 |
Crescent Sterling, Ltd. | 65.7% | 41.2% | 23.5% | 15.2% | 5.2% | $936,785 | 72 |
HOLDERNESS INVESTMENTS CO | 46.6% | 33.3% | 23.5% | 16.6% | 6.7% | $2,518,480 | 192 |
Nexus Investment Management ULC | 71.3% | 41.3% | 23.5% | 15.4% | 5.4% | $17,234,201 | 70 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 59.6% | 38.5% | 23.5% | 16.9% | 7.4% | $3,100,513 | 102 |
Statistics for filers
This page shows you the Q3 2023 statistics for the filers.
- Top 5
- The total weighting of the top 5 holdings.
- Value
- The total value of the reported holdings.
- Holdings
- The number of reported holdings.