Overview Financials News + Filings Key Docs Charts Ownership Insiders
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AVANTAX, INC. (BCOR)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
BlackRock Inc.
| 6,294,995 | -526,766 | 140,881,988,000 | 0.00 | 16.31 |
Hist
| 06/30/2023 |
VANGUARD GROUP INC
| 4,281,518 | -935,026 | 95,820,372,000 | 0.00 | 11.10 |
Hist
| 06/30/2023 |
P2 Capital Partners, LLC
| 2,300,000 | 0 | 51,474,000,000 | 5.99 | 5.96 |
Hist
| 06/30/2023 |
Invesco Ltd.
| 2,068,754 | -65,334 | 46,298,714,000 | 0.01 | 5.36 |
Hist
| 06/30/2023 |
DIMENSIONAL FUND ADVISORS LP
| 1,645,915 | -130,983 | 36,835,885,000 | 0.01 | 4.27 |
Hist
| 06/30/2023 |
STATE STREET CORP
| 1,511,041 | -78,986 | 33,817,098,000 | 0.00 | 3.92 |
Hist
| 06/30/2023 |
Simcoe Capital Management, LLC
| 1,260,573 | -451,002 | 28,211,624,000 | 3.60 | 3.27 |
Hist
| 06/30/2023 |
NewEdge Wealth, LLC
| 847,299 | 407,028 | 18,962,552,000 | 0.63 | 2.20 |
Hist
| 06/30/2023 |
GEODE CAPITAL MANAGEMENT, LLC
| 779,817 | -96,361 | 17,452,311,000 | 0.00 | 2.02 |
Hist
| 06/30/2023 |
JACOBS LEVY EQUITY MANAGEMENT, INC
| 778,517 | 240,517 | 17,423,210,000 | 0.10 | 2.02 |
Hist
| 06/30/2023 |
No Street GP LP
| 698,400 | -501,600 | 15,630,192,000 | 1.54 | 1.81 |
Hist
| 06/30/2023 |
Boston Partners
| 480,357 | 5,125 | 10,960,612,000 | 0.01 | 1.24 |
Hist
| 06/30/2023 |
NORTHERN TRUST CORP
| 433,459 | -55,651 | 9,700,813,000 | 0.00 | 1.12 |
Hist
| 06/30/2023 |
Bank of New York Mellon Corp
| 342,558 | -30,722 | 7,666,448,000 | 0.00 | 0.89 |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| 306,209 | -437,841 | 6,852,958,000 | 0.00 | 0.79 |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 299,523 | -41,335 | 6,703,335,000 | 0.00 | 0.78 |
Hist
| 06/30/2023 |
MILLENNIUM MANAGEMENT LLC
| 255,683 | -33,774 | 5,722,186,000 | 0.00 | 0.66 |
Hist
| 06/30/2023 |
DEUTSCHE BANK AG\
| 247,849 | -15,332 | 5,546,861,000 | 0.00 | 0.64 |
Hist
| 06/30/2023 |
PRINCIPAL FINANCIAL GROUP INC
| 219,899 | -21,334 | 4,921,340,000 | 0.00 | 0.57 |
Hist
| 06/30/2023 |
Qube Research & Technologies Ltd
| 189,176 | 31,443 | 4,233,759,000 | 0.02 | 0.49 |
Hist
| 06/30/2023 |
GREAT LAKES ADVISORS, LLC
| 184,077 | 11,056 | 4,119,640,000 | 0.04 | 0.48 |
Hist
| 06/30/2023 |
Russell Investments Group, Ltd.
| 183,210 | 38,232 | 4,100,237,000 | 0.01 | 0.47 |
Hist
| 06/30/2023 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
| 144,800 | -107,100 | 3,240,624,000 | 0.01 | 0.38 |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 137,344 | -34,009 | 3,073,758,000 | 0.00 | 0.36 |
Hist
| 06/30/2023 |
GOLDMAN SACHS GROUP INC
| 109,868 | -88,315 | 2,891,738,000 | 0.00 | 0.23 |
Hist
| 03/31/2023 |
TWO SIGMA ADVISERS, LP
| 129,051 | -146,800 | 2,888,161,000 | 0.01 | 0.33 |
Hist
| 06/30/2023 |
Nuveen Asset Management, LLC
| 128,123 | -61,551 | 2,867,393,000 | | |
Hist
| 06/30/2023 |
RHUMBLINE ADVISERS
| 124,457 | -7,499 | 2,785,347,000 | 0.00 | 0.32 |
Hist
| 06/30/2023 |
Legal & General Group Plc
| 115,670 | -7,792 | 2,588,694,000 | 0.00 | 0.30 |
Hist
| 06/30/2023 |
D. E. Shaw & Co., Inc.
| 115,285 | -272,218 | 2,580,079,000 | 0.00 | 0.30 |
Hist
| 06/30/2023 |
NOMURA HOLDINGS INC
| 101,159 | 4,807 | 2,263,938,000 | 0.01 | 0.26 |
Hist
| 06/30/2023 |
FEDERATED HERMES, INC.
| 101,159 | -25,212 | 2,263,938,000 | 0.01 | 0.26 |
Hist
| 06/30/2023 |
Mirae Asset Global Investments Co., Ltd.
| 90,540 | -29,016 | 2,026,286,000 | 0.00 | 0.23 |
Hist
| 06/30/2023 |
PUBLIC SECTOR PENSION INVESTMENT BOARD
| 83,905 | -1,524 | 1,877,794,000 | 0.01 | 0.22 |
Hist
| 06/30/2023 |
Swiss National Bank
| 77,500 | 700 | 1,734,450,000 | 0.00 | 0.20 |
Hist
| 06/30/2023 |
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