Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
GATEWAY INVESTMENT ADVISERS LLC45.0%33.0%23.6%17.5%7.4%$70,827,643494
Relative Value Partners Group, LLC59.3%39.7%23.6%15.6%5.8%$40,968,768262
Baader Bank Aktiengesellschaft46.8%34.1%23.6%16.5%6.0%$21,939,677316
Te Ahumairangi Investment Management Ltd51.6%34.3%23.6%16.9%6.5%$10,362,78685
STEADFAST CAPITAL MANAGEMENT LP68.3%41.8%23.6%15.1%5.9%$49,753,73647
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC50.4%34.2%23.6%18.0%7.2%$35,036,381350
KEYBANK NATIONAL ASSOCIATION/OH46.3%34.0%23.6%16.1%5.9%$218,113,2171,021
Bank Julius Baer & Co. Ltd, Zurich52.5%36.3%23.6%15.9%6.3%$120,030,853525
Sustainable Insight Capital Management, LLC71.3%44.3%23.5%14.3%4.8%$830,31553
KRAEMATON INVESTMENT ADVISORS, INC60.7%39.4%23.5%15.3%5.3%$1,871,60777
1900 WEALTH MANAGEMENT LLC52.5%37.7%23.5%16.3%6.9%$17,421,767290
Crumly & Associates Inc.62.7%39.9%23.5%15.5%6.4%$5,721,522114
FORTE CAPITAL LLC /ADV55.9%36.6%23.5%17.1%7.1%$5,443,205207
Hudson Bay Capital Management LP49.3%36.6%23.5%15.9%6.2%$1,897,664,462782
Fiduciary Alliance LLC56.4%38.6%23.5%15.9%6.0%$6,065,482167
Motley Fool Asset Management LLC50.5%36.4%23.5%15.6%5.6%$15,993,440215
Crescent Sterling, Ltd.65.7%41.2%23.5%15.2%5.2%$936,78572
HOLDERNESS INVESTMENTS CO46.6%33.3%23.5%16.6%6.7%$2,518,480192
Nexus Investment Management ULC71.3%41.3%23.5%15.4%5.4%$17,234,20170
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC59.6%38.5%23.5%16.9%7.4%$3,100,513102
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.