Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Lisanti Capital Growth, LLC36.5%21.1%11.4%7.1%2.5%$14,109,331117
ICW Investment Advisors LLC35.5%20.9%11.4%7.3%2.7%$1,503,439135
Hennion & Walsh Asset Management, Inc.26.3%17.9%11.4%7.5%2.6%$64,351,237799
Altrius Capital Management Inc40.8%22.0%11.4%7.0%2.4%$8,241,34993
Legacy Bridge, LLC30.6%18.7%11.4%7.6%3.6%$1,653,578288
CHARTWELL INVESTMENT PARTNERS, LLC24.1%16.5%11.4%8.9%3.9%$47,364,049412
CARY STREET PARTNERS INVESTMENT ADVISORY LLC27.3%17.6%11.4%8.5%3.9%$24,912,2001,875
AFFINITY INVESTMENT ADVISORS, LLC31.4%18.8%11.4%8.0%3.2%$2,777,143180
Green Alpha Advisors, LLC35.5%21.1%11.4%6.8%2.3%$6,478,407156
Allianz Asset Management GmbH26.3%17.8%11.3%8.0%3.0%$1,109,172,7972,175
Cunning Capital Partners, LP35.3%20.6%11.3%7.2%2.4%$2,056,60488
Comprehensive Financial Consultants Institutional, Inc.34.8%19.9%11.3%7.1%2.5%$2,269,085153
TOWNSQUARE CAPITAL LLC30.3%19.8%11.3%7.3%2.5%$93,361,4201,099
MGO ONE SEVEN LLC25.8%17.3%11.3%8.0%3.9%$23,594,398835
WELLS FARGO & COMPANY/MN26.5%17.7%11.3%8.3%3.3%$4,860,064,4937,564
Private Advisor Group, LLC26.2%17.5%11.2%7.9%3.2%$230,818,4822,291
Snowden Capital Advisors LLC23.1%16.1%11.2%7.9%3.4%$32,660,2141,052
HUDSON EDGE INVESTMENT PARTNERS INC.39.5%21.0%11.2%7.0%2.5%$4,270,631130
Dynamic Advisor Solutions LLC25.9%17.2%11.2%8.2%3.4%$41,066,873847
SCOPUS ASSET MANAGEMENT, L.P.34.5%20.2%11.2%7.2%2.8%$54,477,977194
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.