ARK ETF TR shareholder history

Current and past ARK ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1720.00%0.00%0.00%Q2 2017Q3 202345
JANE STREET GROUP, LLC 1020.00%0.00%0.01%Q3 2014Q3 202342
Citadel Advisors 1710.00%0.00%0.00%Q4 2018Q3 202339
Cutler Group LLC / CA 1020.00%0.01%0.15%Q3 2020Q3 202336
Hartford Financial Management Inc. 35350.31%2.15%3.08%Q1 2015Q3 202335
Geneos Wealth Management Inc. 29290.00%0.01%0.05%Q3 2016Q3 202329
UBS Group AG 2110.00%0.00%0.00%Q4 2014Q3 202328
Private Advisor Group, LLC 27270.00%0.03%0.04%Q1 2017Q3 202327
LPL Financial LLC 27270.00%0.01%0.04%Q1 2017Q3 202327
ROYAL BANK OF CANADA 2610.00%0.00%0.00%Q4 2016Q3 202327
Glassman Wealth Services 26260.00%0.01%0.03%Q2 2017Q3 202326
MORGAN STANLEY 26260.00%0.00%0.01%Q2 2017Q3 202326
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
IFP Advisors, Inc 1510.00%0.01%0.02%Q1 2016Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q4 2017Q3 202324
Financial Management Professionals, Inc. 24240.00%0.00%0.01%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1840.00%0.01%0.04%Q4 2017Q3 202322
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.05%0.35%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 21210.00%0.01%0.02%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 1630.00%0.00%0.01%Q1 2018Q3 202321
CWM, LLC 1280.00%0.01%0.01%Q3 2018Q3 202320
BANK OF MONTREAL /CAN/ 1220.00%0.00%0.00%Q1 2018Q3 202320
CITIGROUP INC 1280.00%0.00%0.00%Q1 2018Q3 202320
Bank of New York Mellon Corp 20200.00%0.00%0.00%Q4 2018Q3 202320
RAYMOND JAMES & ASSOCIATES 1910.00%0.00%0.01%Q3 2018Q3 202320
American Portfolios Advisors 19190.01%0.03%0.08%Q1 2018Q3 202219
Carroll Financial Associates, Inc. 19190.02%0.06%0.08%Q2 2017Q4 202119
MML INVESTORS SERVICES, LLC 1360.00%0.01%0.02%Q1 2018Q3 202319
WELLS FARGO & COMPANY/MN 17170.00%0.00%0.01%Q3 2019Q3 202319
Cetera Advisor Networks LLC 1410.00%0.02%0.13%Q1 2018Q3 202318
Cambridge Investment Research Advisors, Inc. 1410.00%0.02%0.04%Q3 2018Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.01%Q4 2015Q4 201917
HighTower Advisors, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
STIFEL FINANCIAL CORP 1520.00%0.00%0.01%Q1 2019Q3 202317
Brookstone Capital Management 17170.02%0.17%0.53%Q3 2019Q3 202317
WOLVERINE TRADING, LLC 610.00%0.01%0.02%Q3 2020Q4 202217
AlphaMark Advisors, LLC 15150.00%0.06%0.14%Q2 2017Q4 202015
Stonehage Fleming Financial Services Holdings Ltd 15150.00%0.00%0.00%Q2 2017Q4 202015
OSAIC HOLDINGS, INC. 15150.00%0.01%0.04%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
JNBA Financial Advisors 1040.00%0.00%0.00%Q3 2017Q1 202114
AE Wealth Management LLC 14140.00%0.03%0.11%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
BALDWIN BROTHERS LLC/MA 14140.00%0.00%0.00%Q3 2020Q4 202314
PFG Advisors 14140.04%0.09%0.16%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q1 2020Q3 202314
Stratos Wealth Partners, LTD. 1110.00%0.01%0.02%Q4 2017Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.01%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Mutual Advisors, LLC 13130.06%0.11%0.21%Q3 2020Q3 202313
AdvisorNet Financial, Inc 1210.00%0.01%0.03%Q2 2018Q3 202313
MATHER GROUP, LLC. 13130.01%0.01%0.02%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.01%0.03%Q3 2020Q3 202313
HBC Financial Services, PLLC 13130.02%0.11%1.04%Q1 2020Q1 202313
Crescent Grove Advisors, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
NewEdge Advisors, LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
MEANS INVESTMENT CO., INC. 12120.04%0.12%0.22%Q4 2020Q3 202312
Avondale Wealth Management 12120.02%0.08%0.17%Q4 2020Q3 202312
Baystate Wealth Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.51%1.50%Q4 2020Q3 202312
Creative Planning 12120.00%0.00%0.00%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.00%0.00%Q2 2019Q1 202212
Asset Dedication, LLC 750.00%0.00%0.00%Q3 2017Q3 202212
Sigma Planning Corp 12120.01%0.05%0.13%Q4 2020Q3 202312
Focused Wealth Management, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.32%0.56%0.83%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.34%0.45%0.57%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.03%0.06%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Tower Research Capital LLC (TRC) 820.00%0.02%0.07%Q2 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Csenge Advisory Group 1110.00%0.03%0.06%Q3 2018Q3 202312
FMR LLC 1110.00%0.00%0.00%Q4 2019Q3 202312
Newbridge Financial Services Group, Inc. 12120.00%0.03%0.08%Q4 2020Q3 202312
Stevard, LLC 750.43%0.81%1.26%Q3 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 12120.01%0.02%0.03%Q4 2017Q3 202012
JPMORGAN CHASE & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q1 2021Q3 202311
D.A. DAVIDSON & CO. 11110.00%0.01%0.02%Q3 2020Q1 202311
Advisory Services Network, LLC 11110.01%0.03%0.05%Q3 2020Q1 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.01%Q3 2020Q3 202311
OPPENHEIMER ASSET MANAGEMENT INC. 11110.01%0.01%0.01%Q1 2021Q3 202311
PRUDENTIAL PLC 11110.03%0.07%0.11%Q1 2021Q3 202311
Aptus Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Essex Financial Services, Inc. 11110.02%0.05%0.07%Q4 2020Q2 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Tortoise Investment Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
First Horizon Advisors, Inc. 610.00%0.00%0.01%Q4 2017Q3 202311
OXFORD FINANCIAL GROUP, LTD. LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
CENTAURUS FINANCIAL, INC. 1010.00%0.03%0.06%Q2 2018Q2 202311
Princeton Global Asset Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CAROLINAS WEALTH CONSULTING LLC 11110.01%0.03%0.04%Q4 2020Q2 202311
Harvest Fund Management Co., Ltd 11110.00%0.00%0.00%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.00%0.01%0.14%Q1 2021Q3 202311
WEST PACES ADVISORS INC. 11110.01%0.01%0.01%Q1 2021Q3 202311
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
Global Retirement Partners, LLC 710.00%0.00%0.00%Q4 2017Q3 202311
OPPENHEIMER & CO INC 650.01%0.02%0.02%Q3 2017Q4 202111
VALLEY NATIONAL ADVISERS INC 11110.01%0.01%0.02%Q1 2021Q3 202311
WESPAC Advisors SoCal, LLC 10100.14%0.19%0.26%Q2 2021Q3 202310
Mariner, LLC 820.00%0.00%0.01%Q1 2019Q3 202310
BESSEMER GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 730.01%0.02%0.05%Q1 2021Q3 202310
Sandy Spring Bank 640.00%0.00%0.00%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
Westside Investment Management, Inc. 10100.00%0.00%0.01%Q1 2021Q2 202310
GOLDMAN SACHS GROUP INC 880.00%0.00%0.00%Q1 2021Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 710.00%0.01%0.01%Q3 2020Q3 202310
Mascoma Wealth Management LLC 910.00%0.00%0.00%Q1 2021Q3 202310
Accel Wealth Management 10100.01%0.02%0.12%Q4 2020Q1 202310
Janney Montgomery Scott LLC 520.00%0.00%0.01%Q4 2020Q3 202310
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q3 2020Q3 20239
ADIRONDACK TRUST CO 990.00%0.01%0.01%Q2 2021Q2 20239
Global Wealth Management Investment Advisory, Inc. 720.00%0.00%0.01%Q4 2020Q3 20239
Spire Wealth Management 720.00%0.01%0.02%Q1 2021Q2 20239
Rockefeller Capital Management L.P. 990.00%0.01%0.06%Q4 2020Q4 20229
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Belpointe Asset Management LLC 630.01%0.02%0.06%Q4 2020Q1 20239
Smith Anglin Financial, LLC 610.03%0.12%0.31%Q4 2020Q2 20239
Global Trust Asset Management, LLC 710.01%0.04%0.17%Q3 2020Q3 20238
Aviance Capital Partners, LLC 620.08%0.25%0.36%Q1 2021Q3 20238
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.00%Q3 2020Q2 20228
MONEY CONCEPTS CAPITAL CORP 620.00%0.01%0.02%Q4 2020Q1 20238
MERCER GLOBAL ADVISORS INC /ADV 620.00%0.00%0.00%Q1 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Engines Advisors L.L.C. 620.00%0.02%0.03%Q4 2018Q1 20228
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.00%0.00%Q4 2018Q3 20208
BARCLAYS PLC 880.00%0.00%0.00%Q4 2021Q3 20238
PIN OAK INVESTMENT ADVISORS INC 880.02%0.07%0.11%Q3 2020Q2 20228
J.P. Morgan Private Wealth Advisors LLC 710.00%0.00%0.01%Q1 2021Q3 20238
Riggs Asset Managment Co. Inc. 880.00%0.08%0.14%Q1 2020Q4 20218
United Asset Strategies, Inc. 710.03%0.06%0.09%Q4 2020Q3 20238
Capital Investment Advisory Services, LLC 510.00%0.00%0.00%Q2 2021Q3 20238
PEAK6 Investments LLC 210.00%0.00%0.00%Q1 2021Q2 20228
HOWE & RUSLING INC 880.00%0.00%0.00%Q4 2020Q3 20228
J.W. COLE ADVISORS, INC. 880.03%0.14%0.81%Q4 2020Q3 20228
Granite Bay Wealth Management, LLC 880.31%0.81%2.00%Q4 2021Q3 20238
DAVENPORT & Co LLC 710.00%0.00%0.01%Q2 2020Q3 20228
Ahrens Investment Partners LLC 710.01%0.40%1.35%Q4 2020Q1 20238
Western Wealth Management, LLC 410.02%0.04%0.09%Q4 2020Q2 20238
Sweet Financial Partners, LLC 880.10%0.15%0.33%Q4 2021Q3 20238
Bickling Financial Services, Inc. 880.14%0.25%0.43%Q1 2021Q4 20228
Goodwin Investment Advisory 880.01%0.04%0.12%Q1 2021Q4 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.04%0.09%0.24%Q4 2017Q4 20218
Wagner Wealth Management, LLC 520.00%0.28%0.60%Q4 2020Q3 20227
Johnson Financial Group, Inc. 610.00%0.00%0.01%Q1 2021Q2 20237
HRT FINANCIAL LP 610.00%0.03%0.10%Q1 2021Q4 20227
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.00%Q1 2022Q3 20237
Edelman Financial Services, LLC 770.00%0.04%0.06%Q2 2017Q4 20187
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.00%0.00%0.01%Q1 2022Q3 20237
BAKER TILLY WEALTH MANAGEMENT, LLC 770.04%0.09%0.16%Q1 2021Q3 20227
Cetera Advisors LLC 410.00%0.02%0.05%Q1 2019Q3 20237
RESOURCES MANAGEMENT CORP /CT/ /ADV 770.00%0.00%0.00%Q1 2021Q3 20227
Ballentine Partners, LLC 430.01%0.01%0.01%Q4 2021Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.01%Q1 2021Q3 20227
Aspire Capital Advisors LLC 770.54%1.62%4.14%Q1 2022Q3 20237
Kovack Advisors, Inc. 410.02%0.08%0.18%Q2 2017Q4 20217
Clearstead Advisors, LLC 610.01%0.05%0.09%Q1 2021Q3 20237
SCOTIA CAPITAL INC. 770.00%0.01%0.01%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Merit Financial Group, LLC 520.01%0.02%0.03%Q1 2021Q3 20237
Bison Wealth, LLC 770.01%0.02%0.03%Q2 2020Q4 20217
PERSONAL CFO SOLUTIONS, LLC 770.07%0.10%0.15%Q4 2020Q2 20227
Linscomb & Williams, Inc. 770.01%0.01%0.02%Q3 2020Q1 20227
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q3 2014Q4 20227
B & T Capital Management DBA Alpha Capital Management 660.07%0.16%0.30%Q4 2020Q1 20226
Claraphi Advisory Network, LLC 310.00%0.32%0.85%Q1 2020Q4 20226
Activest Wealth Management 420.01%0.04%0.05%Q1 2021Q4 20226
American Financial Advisors, LLC 660.03%0.04%0.06%Q4 2020Q1 20226
Renaissance Technologies 660.00%0.00%0.00%Q1 2022Q2 20236
Qube Research & Technologies Ltd 510.00%0.00%0.02%Q2 2021Q2 20236
Belvedere Trading LLC 310.00%0.07%0.16%Q4 2020Q4 20216
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Cascadia Advisory Services, LLC 310.18%0.22%0.30%Q4 2019Q3 20216
Blue Trust, Inc. 660.00%0.00%0.02%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.22%0.29%0.36%Q3 2020Q4 20216
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Oxinas Partners Wealth Management LLC 660.14%0.49%0.76%Q4 2020Q1 20226
SIMON QUICK ADVISORS, LLC 660.01%0.02%0.02%Q4 2020Q1 20226
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
Sterling Investment Advisors, Ltd. 660.00%0.00%0.01%Q4 2020Q1 20226
StoneX Group Inc. 660.07%0.09%0.11%Q3 2020Q4 20216
VAN ECK ASSOCIATES CORP 660.00%0.00%0.00%Q4 2021Q1 20236
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
HAP Trading, LLC 310.02%0.05%0.09%Q2 2019Q2 20216
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
WASHINGTON TRUST Co 510.00%0.00%0.00%Q4 2020Q3 20236
Capital Advisory Group Advisory Services, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CoreFirst Bank & Trust 550.03%0.04%0.04%Q1 2021Q1 20225
NEXT Financial Group, Inc 550.00%0.02%0.02%Q4 2020Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 310.02%0.02%0.03%Q3 2018Q1 20225
Sowell Financial Services LLC 550.00%0.00%0.01%Q1 2020Q1 20215
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.05%0.10%0.18%Q4 2021Q2 20235
Wealth Management Partners, LLC 550.31%0.41%0.60%Q4 2020Q4 20215
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Parallel Advisors, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Larson Financial Group LLC 410.00%0.00%0.01%Q4 2021Q3 20235
TOMPKINS FINANCIAL CORP 550.00%0.00%0.00%Q1 2022Q1 20235
Lake Point Wealth Management 550.00%0.00%0.00%Q2 2021Q2 20225
Insight Advisors, LLC/ PA 550.06%0.07%0.08%Q4 2020Q4 20215
Capital Analysts, LLC 550.00%0.00%0.01%Q1 2021Q1 20225
Lido Advisors, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
IMA Wealth, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Miller Investment Management, LP 551.68%8.90%11.47%Q3 2020Q3 20215
RITTER DANIHER FINANCIAL ADVISORY LLC 550.00%0.00%0.00%Q1 2021Q1 20225
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Dakota Community Bank & Trust NA 550.02%0.03%0.04%Q3 2022Q3 20235
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q2 2021Q2 20225
WealthBridge Capital Management, LLC 410.00%0.11%0.19%Q1 2019Q3 20215
PEAK FINANCIAL ADVISORS LLC 551.98%2.41%3.89%Q4 2020Q4 20215
Clearstead Trust, LLC 550.06%0.08%0.10%Q3 2022Q3 20235
DCM Advisors, LLC 550.01%0.07%0.10%Q4 2020Q4 20215
McKinley Carter Wealth Services, Inc. 310.04%0.05%0.06%Q1 2018Q4 20205
Affiance Financial, LLC 310.00%0.02%0.02%Q1 2021Q4 20224
PFG Private Wealth Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Continuum Advisory, LLC 440.15%0.18%0.22%Q1 2021Q4 20214
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
HSBC HOLDINGS PLC 440.00%0.00%0.01%Q1 2021Q4 20214
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q2 2021Q1 20224
GLENMEDE TRUST CO NA 440.00%0.00%0.00%Q2 2021Q1 20224
DRW Securities, LLC 440.04%0.06%0.07%Q4 2020Q3 20214
Interchange Capital Partners, LLC 440.26%0.55%0.85%Q4 2020Q3 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
TUCKER ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Gladstone Institutional Advisory LLC 310.02%0.04%0.06%Q3 2020Q3 20214
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2019Q4 20194
Physician Wealth Advisors, Inc. 440.06%0.07%0.08%Q1 2021Q4 20214
Private Ocean, LLC 220.00%0.00%0.00%Q4 2021Q1 20234
Destiny Wealth Partners, LLC 220.01%0.01%0.01%Q4 2020Q4 20214
TCI Wealth Advisors, Inc. 440.00%0.00%0.01%Q1 2022Q4 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Washington Trust Advisors, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
PGIM Custom Harvest LLC 440.05%0.08%0.11%Q4 2020Q3 20214
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q4 2018Q3 20214
Bank Julius Baer & Co. Ltd, Zurich 440.00%0.00%0.00%Q4 2020Q3 20214
Steward Financial Group LLC 310.00%0.01%0.01%Q4 2021Q4 20224
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
TOWNSQUARE CAPITAL LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
RPg Family Wealth Advisory, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
JTC Employer Solutions Trustee Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Portfolio Strategies, Inc. 443.15%3.47%3.92%Q2 2020Q1 20214
IHT Wealth Management, LLC 440.04%0.04%0.05%Q4 2020Q3 20214
Vontobel Holding Ltd. 440.00%0.00%0.01%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
Main Management LLC 440.00%0.03%0.12%Q2 2020Q1 20214
Aevitas Wealth Management, Inc. 440.21%0.23%0.25%Q4 2020Q3 20214
Jaffetilchin Investment Partners, LLC 440.02%0.06%0.15%Q1 2021Q4 20214
Veritable, L.P. 440.00%0.00%0.00%Q1 2021Q4 20214
Anfield Capital Management, LLC 440.38%0.45%0.50%Q1 2021Q4 20214
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mirae Asset Global Investments Co., Ltd. 440.00%0.03%0.04%Q2 2020Q1 20214
Sage Mountain Advisors LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Avestar Capital, LLC 210.01%0.29%0.82%Q1 2019Q1 20213
MILLER WEALTH ADVISORS, LLC 210.00%0.01%0.01%Q4 2021Q3 20223
PRUDENTIAL FINANCIAL INC 330.00%0.00%0.00%Q4 2021Q2 20223
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Nikulski Financial, Inc. 330.20%0.30%0.50%Q4 2017Q2 20183
SageGuard Financial Group, LLC 330.65%0.75%0.88%Q4 2020Q2 20213
Valeo Financial Advisors, LLC 330.00%0.00%0.01%Q3 2020Q1 20213
Archer Investment Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Cornerstone Wealth Management, LLC 330.02%0.03%0.04%Q4 2020Q2 20213
Moors & Cabot, Inc. 330.02%0.02%0.03%Q4 2020Q2 20213
Buck Wealth Strategies, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.03%0.03%0.04%Q1 2021Q3 20213
B. Riley Wealth Management, Inc. 210.01%0.02%0.02%Q2 2021Q1 20223
US BANCORP \DE\ 330.00%0.00%0.00%Q4 2021Q2 20223
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EXENCIAL WEALTH ADVISORS, LLC 330.01%0.02%0.03%Q4 2020Q2 20213
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Dynamic Advisor Solutions LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Laurel Wealth Advisors, Inc. 210.02%0.05%0.10%Q4 2020Q1 20223
Capital Asset Advisory Services LLC 210.00%0.00%0.00%Q4 2020Q3 20213
Atlas Private Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2021Q1 20223
Sterling Financial Planning, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Canal Capital Management, LLC 330.06%0.07%0.08%Q1 2021Q3 20213
EPG Wealth Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CreativeOne Wealth, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2021Q1 20223
BlueCrest Capital Management Ltd 330.01%0.01%0.02%Q4 2020Q2 20213
Vantage Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Equitable Holdings, Inc. 210.00%0.00%0.01%Q3 2021Q2 20223
Harfst & Associates, Inc. 330.19%0.22%0.24%Q1 2021Q3 20213
Flaharty Asset Management, LLC 330.08%0.14%0.19%Q1 2021Q3 20213
New World Advisors LLC 330.42%0.48%0.52%Q3 2021Q1 20223
FormulaFolio Investments, LLC 330.00%0.06%0.18%Q4 2020Q2 20213
Ironwood Financial, llc 330.00%0.00%0.00%Q1 2021Q3 20213
Tolleson Wealth Management, Inc. 330.20%0.21%0.23%Q2 2019Q4 20193
Wealthcare Advisory Partners LLC 210.01%0.11%0.32%Q1 2021Q1 20223
Firestone Capital Management 330.01%0.02%0.03%Q1 2021Q3 20213
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
AlphaStar Capital Management, LLC 330.03%0.06%0.08%Q3 2021Q1 20223
Advisory Alpha, LLC 330.14%0.15%0.16%Q3 2021Q1 20223
AMERIPRISE FINANCIAL INC 210.00%0.00%0.00%Q4 2021Q1 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
EMC Capital Management 330.00%0.00%0.00%Q2 2021Q4 20213
Sequoia Financial Advisors, LLC 210.01%0.01%0.01%Q1 2021Q4 20213
FOUNDERS FINANCIAL SECURITIES LLC 330.05%0.18%0.29%Q4 2020Q2 20213
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q4 2020Q2 20213
DHK Financial Advisors, Inc. 220.49%0.49%0.50%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.01%Q4 2021Q1 20222
HBK INVESTMENTS L P 220.06%0.07%0.08%Q1 2021Q2 20212
FourThought Financial, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Jordan Park Group LLC 220.10%0.11%0.11%Q1 2021Q2 20212
Nadler Financial Group, Inc. 220.04%0.04%0.04%Q4 2020Q1 20212
Tacita Capital Inc 220.13%0.13%0.13%Q2 2023Q3 20232
Alyeska Investment Group, L.P. 110.12%0.16%0.20%Q1 2021Q1 20212
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
Tyler-Stone Wealth Management 220.28%0.32%0.36%Q2 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 220.18%0.19%0.20%Q4 2020Q1 20212
Advisors Preferred, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
Stone House Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q2 2021Q1 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q4 2019Q1 20202
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q2 2022Q3 20222
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q4 2021Q1 20222
Column Capital Advisors, LLC 220.00%0.00%0.01%Q3 2021Q4 20212
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 221.12%4.79%8.46%Q1 2021Q2 20212
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
SUNTRUST BANKS INC 220.00%0.00%0.00%Q4 2017Q1 20182
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q3 20232
Kabarec Financial Advisors, Ltd. 220.01%0.01%0.02%Q1 2018Q2 20182
Meridian Wealth Management, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
TCWP LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2021Q4 20222
D'Orazio & Associates, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Prosperity Wealth Management, Inc. 220.22%0.22%0.22%Q2 2023Q3 20232
CALIBER WEALTH MANAGEMENT, LLC 220.17%0.18%0.20%Q4 2020Q1 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q2 20212
MGO ONE SEVEN LLC 220.03%0.03%0.03%Q2 2021Q3 20212
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Kalos Management, Inc. 220.06%0.08%0.09%Q1 2021Q2 20212
Simplicity Solutions, LLC 220.11%0.11%0.12%Q3 2020Q4 20202
Icon Wealth Partners, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
FLOW TRADERS U.S. LLC 110.09%0.12%0.14%Q2 2021Q3 20232
Prostatis Group LLC 224.73%4.76%4.79%Q1 2023Q2 20232
Fermata Advisors, LLC 220.11%0.12%0.13%Q3 2021Q4 20212
IBEX WEALTH ADVISORS 220.15%0.21%0.27%Q1 2021Q2 20212
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
SteelPeak Wealth, LLC 220.03%0.03%0.03%Q1 2021Q2 20212
M&T BANK CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Trek Financial, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Financial Architects, Inc 110.01%0.03%0.05%Q2 2020Q4 20202
New England Investment & Retirement Group, Inc. 222.40%2.49%2.59%Q1 2021Q2 20212
STEPHENS INC /AR/ 220.00%0.00%0.00%Q4 2021Q1 20222
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q4 2020Q1 20212
South Shore Capital Advisors 220.26%0.65%1.04%Q4 2020Q1 20212
SEAVIEW INVESTMENT MANAGERS LLC 220.64%0.66%0.69%Q1 2021Q2 20212
TSFG, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2021Q4 20222
FOREFRONT WEALTH MANAGEMENT INC. 220.86%1.08%1.31%Q4 2021Q1 20222
Corbenic Partners LLC 110.01%0.01%0.01%Q3 2020Q3 20201
HC FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q4 2021Q4 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Key FInancial Inc 110.00%0.00%0.00%Q2 2023Q2 20231
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q1 2022Q1 20221
Titus Wealth Management 110.12%0.12%0.12%Q1 2021Q1 20211
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Altus Wealth Group LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SouthState Corp 110.00%0.00%0.00%Q2 2022Q2 20221
Janney Capital Management LLC 110.96%0.96%0.96%Q4 2020Q4 20201
Secure Asset Management, LLC 110.29%0.29%0.29%Q1 2021Q1 20211
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Better Money Decisions, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
James Reed Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2020Q4 20201
Trexquant Investment LP 110.05%0.05%0.05%Q4 2021Q4 20211
St. Louis Trust Co 110.37%0.37%0.37%Q4 2021Q4 20211
Engrave Wealth Partners LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Retirement Group, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kore Private Wealth LLC 110.01%0.01%0.01%Q2 2020Q2 20201
SeaCrest Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cobblestone Asset Management LLC 110.89%0.89%0.89%Q3 2023Q3 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
McCarthy Asset Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
First Heartland Consultants, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2021Q2 20211
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
NWAM LLC 110.02%0.02%0.02%Q2 2021Q2 20211
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Kellett Wealth Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stelac Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Winch Advisory Services, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Certified Advisory Corp 110.00%0.00%0.00%Q2 2019Q2 20191
Evanson Asset Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2020Q4 20201
Ascension Capital Advisors, Inc. 110.17%0.17%0.17%Q3 2020Q3 20201
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Eagle Bay Advisors LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Kavar Capital Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Laidlaw Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
IFG Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cribstone Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2021Q2 20211
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
VISTA FINANCE, LLC 111.74%1.74%1.74%Q4 2021Q4 20211
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Highland Financial Advisors, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paragon Private Wealth Management, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Resurgent Financial Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Penserra Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Outlook Wealth Advisors, LLC 110.33%0.33%0.33%Q1 2021Q1 20211
Gemmer Asset Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.14%0.14%0.14%Q3 2018Q3 20181
Allred Capital Management, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Wealth Management Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rooted Wealth Advisors, Inc. 110.61%0.61%0.61%Q3 2023Q3 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
NIEMANN CAPITAL MANAGEMENT INC 113.22%3.22%3.22%Q2 2020Q2 20201
Rappaport Reiches Capital Management, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
BANQUE PICTET & CIE SA 110.01%0.01%0.01%Q3 2023Q3 20231
Winthrop Advisory Group LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
SP Asset Management 110.03%0.03%0.03%Q4 2020Q4 20201
Burleson & Company, LLC 110.37%0.37%0.37%Q4 2021Q4 20211
Arkadios Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Kingsview Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Atomi Financial Group, Inc. 110.26%0.26%0.26%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Operose Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Pensionmark Financial Group, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
BlackRock Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Fulcrum Equity Management 111.22%1.22%1.22%Q2 2020Q2 20201
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
Walleye Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q1 2021Q1 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.79%0.79%0.79%Q4 2020Q4 20201
Kiwi Wealth Investments Limited Partnership 110.05%0.05%0.05%Q4 2020Q4 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Advocates Investment Management 110.02%0.02%0.02%Q2 2021Q2 20211
Pinnacle Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
National Wealth Management Group, LLC 110.42%0.42%0.42%Q4 2021Q4 20211
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.