ARK ETF TR shareholder history

Current and past ARK ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.01%Q2 2017Q3 202360
JANE STREET GROUP, LLC 1110.00%0.01%0.03%Q3 2014Q3 202343
Citadel Advisors 1310.00%0.00%0.01%Q1 2018Q3 202343
Cutler Group LLC / CA 1450.00%0.02%0.40%Q2 2018Q3 202342
Hartford Financial Management Inc. 2650.00%0.02%0.05%Q4 2015Q3 202331
ROYAL BANK OF CANADA 28280.00%0.00%0.01%Q4 2016Q3 202328
UBS Group AG 1210.00%0.00%0.00%Q4 2014Q3 202328
IFP Advisors, Inc 1710.00%0.03%0.11%Q1 2016Q3 202327
Cetera Advisor Networks LLC 26260.01%0.03%0.08%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.07%0.42%Q2 2017Q3 202326
MORGAN STANLEY 26260.00%0.01%0.02%Q2 2017Q3 202326
Stratos Wealth Partners, LTD. 25250.01%0.04%0.12%Q3 2017Q3 202325
LPL Financial LLC 25250.00%0.05%0.22%Q3 2017Q3 202325
CITIGROUP INC 1780.00%0.00%0.00%Q2 2017Q3 202325
Cambridge Investment Research Advisors, Inc. 24240.01%0.04%0.17%Q4 2017Q3 202324
Private Advisor Group, LLC 24240.00%0.04%0.10%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.03%0.12%Q1 2018Q3 202323
RAYMOND JAMES & ASSOCIATES 23230.00%0.01%0.02%Q1 2018Q3 202323
Raymond James Financial Services Advisors, Inc. 23230.00%0.02%0.05%Q1 2018Q3 202323
Parallel Advisors, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
BANK OF AMERICA CORP /DE/ 1930.00%0.00%0.01%Q1 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
VALLEY NATIONAL ADVISERS INC 22220.00%0.14%0.41%Q1 2018Q2 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21210.00%0.09%0.33%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.34%Q3 2018Q3 202321
CWM, LLC 1380.00%0.03%0.05%Q2 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
WOLVERINE TRADING, LLC 610.00%0.01%0.03%Q3 2018Q2 202321
Westside Investment Management, Inc. 1510.00%0.00%0.02%Q3 2017Q3 202321
Tower Research Capital LLC (TRC) 2010.00%0.05%0.15%Q3 2016Q3 202321
American Portfolios Advisors 20200.02%0.05%0.16%Q4 2017Q3 202220
STEPHENS INC /AR/ 1460.01%0.04%0.11%Q2 2018Q3 202320
Brookstone Capital Management 1710.02%0.25%1.05%Q2 2018Q3 202320
WELLS FARGO & COMPANY/MN 1810.00%0.00%0.00%Q2 2018Q3 202319
ENVESTNET ASSET MANAGEMENT INC 1510.00%0.00%0.02%Q3 2018Q3 202319
Carroll Financial Associates, Inc. 19190.04%0.07%0.10%Q2 2017Q4 202119
SIMPLEX TRADING, LLC 1450.00%0.00%0.00%Q4 2018Q3 202319
Advisory Services Network, LLC 1020.00%0.01%0.04%Q4 2017Q1 202319
Kovack Advisors, Inc. 1270.03%0.35%1.09%Q4 2017Q3 202319
NewEdge Advisors, LLC 1440.00%0.02%0.05%Q3 2018Q3 202318
Janney Montgomery Scott LLC 1080.00%0.00%0.01%Q3 2017Q1 202218
CENTAURUS FINANCIAL, INC. 1530.02%0.09%0.41%Q2 2018Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.01%0.03%Q3 2015Q4 201918
AE Wealth Management LLC 18180.00%0.03%0.06%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
Migdal Insurance & Financial Holdings Ltd. 18180.00%0.01%0.06%Q4 2018Q1 202318
StoneX Group Inc. 18180.12%0.22%0.34%Q3 2017Q4 202118
MARINER INDEPENDENT ADVISOR NETWORK, LLC 820.05%0.19%1.34%Q4 2017Q3 202217
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.02%Q3 2019Q3 202317
Financial Advocates Investment Management 17170.02%0.04%0.08%Q1 2018Q1 202217
JNBA Financial Advisors 1340.01%0.01%0.02%Q3 2017Q4 202117
Western Wealth Management, LLC 1120.02%0.07%0.27%Q4 2018Q3 202317
AdvisorNet Financial, Inc 1510.00%0.00%0.02%Q2 2018Q3 202317
ALPINE WOODS CAPITAL INVESTORS, LLC 16160.06%0.12%0.16%Q4 2018Q3 202216
DAVENPORT & Co LLC 16160.00%0.01%0.01%Q4 2017Q3 202116
Jacobi Capital Management LLC 16160.00%0.00%0.01%Q4 2017Q3 202116
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16160.22%0.58%1.40%Q2 2018Q1 202216
Relyea Zuckerberg Hanson LLC 16160.29%0.68%1.65%Q4 2019Q3 202316
Walleye Trading LLC 610.00%0.00%0.00%Q3 2021Q3 202316
PFG Advisors 1130.00%0.20%0.54%Q1 2020Q3 202316
Sigma Planning Corp 1310.01%0.09%0.39%Q2 2019Q2 202315
Financial Management Professionals, Inc. 15150.01%0.37%1.62%Q1 2020Q3 202315
Manchester Capital Management LLC 15150.00%0.10%0.29%Q1 2020Q3 202315
JPMORGAN CHASE & CO 15150.00%0.00%0.00%Q1 2020Q3 202315
Stonehage Fleming Financial Services Holdings Ltd 15150.00%0.00%0.00%Q2 2017Q4 202015
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q2 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.05%0.16%Q1 2020Q3 202315
Allworth Financial LP 15150.00%0.00%0.01%Q1 2020Q3 202315
IAG Wealth Partners, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
FMR LLC 1040.00%0.00%0.00%Q1 2019Q2 202314
Qube Research & Technologies Ltd 730.00%0.06%0.21%Q4 2019Q3 202314
Csenge Advisory Group 14140.02%0.15%0.38%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.01%0.02%0.07%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Moloney Securities Asset Management, LLC 1010.04%0.08%0.13%Q3 2018Q3 202314
Wealthcare Advisory Partners LLC 14140.01%0.04%0.09%Q2 2020Q3 202314
Cetera Investment Advisers 14140.01%0.05%0.14%Q2 2020Q3 202314
Harvest Fund Management Co., Ltd 14140.00%0.01%0.04%Q2 2020Q3 202314
PERSONAL CFO SOLUTIONS, LLC 14140.06%0.29%0.70%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
Mutual Advisors, LLC 13130.08%0.20%0.41%Q3 2020Q3 202313
PACIFIC SUN FINANCIAL CORP 610.33%0.77%1.34%Q2 2019Q2 202313
PALISADE CAPITAL MANAGEMENT, LP 13130.02%0.06%0.10%Q1 2019Q1 202213
SCOTIA CAPITAL INC. 1030.00%0.01%0.03%Q2 2020Q3 202313
Equitable Holdings, Inc. 1030.00%0.01%0.02%Q2 2020Q3 202313
BNP PARIBAS FINANCIAL MARKETS 13130.00%0.00%0.01%Q3 2020Q3 202313
CREDIT SUISSE AG/ 910.00%0.00%0.00%Q3 2014Q4 202213
Strategic Blueprint, LLC 13130.04%0.11%0.21%Q3 2020Q3 202313
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13130.02%0.15%0.43%Q3 2020Q3 202313
Realta Investment Advisors 520.01%0.04%0.10%Q1 2019Q3 202313
MML INVESTORS SERVICES, LLC 13130.00%0.02%0.05%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 710.00%0.01%0.04%Q1 2018Q3 202313
GOLDMAN SACHS GROUP INC 540.00%0.00%0.01%Q1 2021Q3 202313
Crescent Grove Advisors, LLC 13130.08%0.21%0.32%Q3 2020Q3 202313
Creative Planning 910.00%0.00%0.00%Q2 2016Q3 202313
Bogart Wealth, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Stevard, LLC 850.26%1.25%2.37%Q2 2020Q3 202313
Charles Schwab Trust Co 1030.03%0.08%0.14%Q2 2020Q3 202313
Capital Advisory Group Advisory Services, LLC 1210.17%0.55%0.91%Q2 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.07%Q3 2020Q3 202313
Safeguard Investment Advisory Group, LLC 12120.14%0.48%1.10%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 12120.00%0.00%0.01%Q2 2020Q1 202312
Laurel Wealth Advisors, Inc. 12120.04%0.40%0.84%Q1 2020Q4 202212
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.00%0.01%0.02%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
First Horizon Advisors, Inc. 610.00%0.00%0.01%Q4 2017Q3 202312
HSBC HOLDINGS PLC 12120.00%0.00%0.00%Q1 2020Q4 202212
Cetera Advisors LLC 1010.00%0.05%0.13%Q1 2019Q3 202312
Smith Anglin Financial, LLC 12120.13%0.43%0.87%Q4 2020Q3 202312
PATTON ALBERTSON MILLER GROUP, LLC 12120.12%0.26%0.49%Q2 2019Q1 202212
Rikoon Group, LLC 12120.10%0.15%0.25%Q2 2018Q1 202112
EMC Capital Management 12120.01%2.77%6.91%Q4 2020Q3 202312
BOURGEON CAPITAL MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.01%Q3 2020Q3 202312
NEXT Financial Group, Inc 620.00%0.01%0.04%Q3 2018Q4 202112
Global Retirement Partners, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Ellis Investment Partners, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Compagnie Lombard Odier SCmA 12120.00%0.00%0.01%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.57%1.33%2.18%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.79%2.44%Q4 2020Q3 202312
Avior Wealth Management, LLC 1110.00%0.00%0.00%Q3 2018Q3 202312
Silicon Valley Capital Partners 910.00%0.15%0.30%Q2 2018Q1 202312
Hanson & Doremus Investment Management 910.00%0.01%0.02%Q2 2018Q3 202312
Larson Financial Group LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
OXFORD FINANCIAL GROUP, LTD. LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
TSFG, LLC 11110.01%0.03%0.09%Q1 2021Q3 202311
Richard P Slaughter Associates Inc 11110.68%1.21%1.85%Q4 2019Q2 202211
Belpointe Asset Management LLC 830.02%0.05%0.10%Q2 2020Q1 202311
Advisor Group, Inc. 11110.00%0.01%0.01%Q2 2017Q4 201911
FinTrust Capital Advisors, LLC 1010.01%0.02%0.04%Q4 2018Q3 202311
CIBC WORLD MARKET INC. 650.00%0.00%0.00%Q1 2018Q4 202111
UMB Bank, n.a. 830.00%0.01%0.02%Q4 2020Q3 202311
Asset Dedication, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Smithfield Trust Co 11110.00%0.00%0.00%Q1 2021Q3 202311
ASSETMARK, INC 11110.00%0.00%0.00%Q1 2020Q3 202211
Snowden Capital Advisors LLC 430.00%0.02%0.04%Q2 2019Q3 202211
Spire Wealth Management 11110.00%0.01%0.05%Q1 2021Q3 202311
HighMark Wealth Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
HUNTINGTON NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.00%0.00%0.00%Q2 2021Q4 202311
PRUDENTIAL PLC 11110.05%0.11%0.20%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Sound Income Strategies, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PEAK6 Investments LLC 440.00%0.00%0.02%Q1 2022Q4 202211
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HM PAYSON & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
CAROLINAS WEALTH CONSULTING LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Front Row Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.03%0.06%Q1 2021Q3 202311
EXENCIAL WEALTH ADVISORS, LLC 11110.02%0.08%0.27%Q1 2021Q3 202311
AllSquare Wealth Management LLC 11110.02%0.04%0.09%Q1 2021Q3 202311
Bison Wealth, LLC 910.01%0.09%0.19%Q4 2019Q2 202210
Castle Rock Wealth Management, LLC 10100.09%0.51%1.13%Q3 2020Q4 202210
ENTERPRISE FINANCIAL SERVICES CORP 10100.00%0.01%0.01%Q1 2019Q2 202110
Gradient Investments LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Echo Wealth Management, LLC 820.25%0.67%1.13%Q4 2020Q2 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.01%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.10%0.69%Q4 2020Q1 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Ancora Advisors LLC 910.00%0.00%0.00%Q3 2018Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.11%0.38%Q1 2021Q3 202310
Ahrens Investment Partners LLC 310.00%0.16%0.63%Q1 2018Q1 202310
HRT FINANCIAL LP 420.01%0.10%0.29%Q4 2020Q3 202310
Dynamic Advisor Solutions LLC 770.00%0.03%0.05%Q4 2020Q2 20229
Intrua Financial, LLC 990.09%0.28%0.58%Q1 2021Q1 20239
Renaissance Technologies 410.00%0.00%0.01%Q1 2018Q2 20239
Stonebridge Capital Advisors LLC 990.00%0.00%0.00%Q1 2021Q1 20239
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.00%Q3 2018Q3 20209
One Charles Private Wealth Services, LLC 990.20%0.88%1.80%Q1 2021Q1 20239
Aptus Capital Advisors, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
First Allied Advisory Services, Inc. 990.01%0.02%0.08%Q3 2018Q3 20209
TCI Wealth Advisors, Inc. 990.00%0.01%0.01%Q1 2021Q1 20239
BESSEMER GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
B. Riley Wealth Management, Inc. 990.03%0.04%0.06%Q1 2020Q1 20229
Horan Securities, Inc. 720.00%0.00%0.00%Q1 2021Q2 20239
American Financial Network Advisory Services LLC 990.00%0.48%0.79%Q3 2017Q3 20199
Family Legacy, Inc. 990.21%0.27%0.32%Q3 2021Q3 20239
Betterment LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Bay Harbor Wealth Management, LLC 720.00%0.00%0.00%Q3 2020Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 630.01%0.05%0.09%Q4 2020Q3 20239
Aviance Capital Partners, LLC 630.10%0.23%0.37%Q1 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.03%0.26%0.43%Q4 2019Q3 20239
Wealthfront Advisers LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CONSOLIDATED CAPITAL MANAGEMENT, LLC 880.89%1.93%2.82%Q1 2021Q4 20228
B. Riley Wealth Advisors, Inc. 620.01%0.02%0.05%Q4 2020Q3 20238
Plante Moran Financial Advisors, LLC 710.00%0.00%0.00%Q2 2021Q3 20238
Apexium Financial, LP 880.12%0.40%0.81%Q2 2020Q1 20228
Riggs Asset Managment Co. Inc. 880.00%0.00%0.01%Q1 2020Q4 20218
Baird Financial Group, Inc. 880.00%0.01%0.02%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 440.02%0.13%0.27%Q3 2020Q3 20228
Global Trust Asset Management, LLC 880.02%0.15%0.43%Q2 2020Q1 20228
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q1 2018Q2 20228
Sterling Investment Counsel, LLC 880.35%0.58%0.69%Q4 2021Q3 20238
FRANKLIN RESOURCES INC 880.00%0.00%0.00%Q3 2020Q2 20228
MONEY CONCEPTS CAPITAL CORP 620.01%0.41%0.96%Q4 2020Q1 20238
Glassman Wealth Services 410.00%0.01%0.03%Q1 2021Q3 20238
Financial Architects, Inc 510.00%0.02%0.07%Q1 2018Q4 20208
Sandy Spring Bank 440.00%0.00%0.00%Q1 2021Q3 20238
1834 INVESTMENT ADVISORS CO 880.00%0.00%0.00%Q3 2020Q2 20228
Diversified, LLC 880.12%1.08%2.62%Q4 2020Q3 20228
White Knight Strategic Wealth Advisors, LLC 880.88%1.38%2.63%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Clear Harbor Asset Management, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Navis Wealth Advisors, LLC 880.43%0.67%0.85%Q4 2020Q3 20228
Truadvice, LLC 880.11%0.20%0.49%Q3 2020Q2 20228
Baystate Wealth Management LLC 530.00%0.00%0.00%Q4 2020Q3 20238
PrairieView Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
J.P. Morgan Private Wealth Advisors LLC 770.00%0.00%0.01%Q1 2021Q3 20227
SeaCrest Wealth Management, LLC 610.02%0.08%0.15%Q1 2021Q3 20237
Smart Money Group LLC 770.12%1.46%3.06%Q2 2020Q4 20217
BREWIN DOLPHIN LTD 430.00%0.00%0.00%Q4 2017Q3 20217
Golden State Wealth Management, LLC 310.00%0.03%0.07%Q1 2019Q4 20217
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2021Q3 20227
Capital Investment Advisory Services, LLC 310.00%0.00%0.01%Q2 2021Q3 20237
Lion Street Advisors, LLC 410.11%1.36%8.52%Q1 2021Q2 20237
LINCOLN NATIONAL CORP 770.02%0.04%0.05%Q2 2020Q4 20217
LEVEL FOUR ADVISORY SERVICES, LLC 320.02%0.03%0.08%Q3 2020Q3 20237
BROWN BROTHERS HARRIMAN & CO 770.00%0.00%0.00%Q1 2021Q3 20227
Certified Advisory Corp 610.05%0.20%0.42%Q2 2020Q2 20227
Sowell Financial Services LLC 520.00%0.03%0.11%Q1 2020Q4 20217
Cornerstone Wealth Management, LLC 770.02%0.05%0.08%Q3 2020Q1 20227
Capital Analysts, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
West Oak Capital, LLC 770.01%0.01%0.02%Q2 2020Q4 20217
Activest Wealth Management 770.00%0.03%0.12%Q1 2021Q3 20227
Moors & Cabot, Inc. 770.02%0.04%0.06%Q3 2020Q1 20227
Pacific Wealth Strategies Group, Inc. 770.26%1.74%2.45%Q3 2020Q1 20227
Parisi Gray Wealth Management 610.03%0.03%0.05%Q4 2017Q2 20217
Wagner Wealth Management, LLC 520.00%0.26%0.63%Q4 2020Q3 20227
Private Ocean, LLC 520.00%0.00%0.00%Q1 2020Q4 20217
SG Americas Securities, LLC 310.00%0.00%0.00%Q1 2021Q3 20237
Avondale Wealth Management 770.01%0.06%0.18%Q1 2022Q3 20237
Highlander Capital Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
GREAT VALLEY ADVISOR GROUP, INC. 610.01%0.04%0.07%Q3 2020Q2 20227
MATRIX PRIVATE CAPITAL GROUP LLC 770.00%0.08%0.18%Q4 2020Q2 20227
Community Financial Services Group, LLC 772.05%2.81%3.52%Q2 2020Q4 20217
Clearstead Advisors, LLC 610.01%0.05%0.09%Q1 2021Q3 20237
Strong Tower Advisory Services 770.54%0.71%0.88%Q1 2022Q3 20237
OPPENHEIMER & CO INC 770.01%0.01%0.01%Q3 2020Q1 20227
AlphaStar Capital Management, LLC 770.02%0.05%0.06%Q3 2020Q1 20227
Atria Wealth Solutions, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.05%0.07%0.08%Q4 2021Q3 20237
Axiom Investment Management LLC 770.05%0.17%0.28%Q2 2020Q4 20217
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Bleichroeder LP 770.00%0.00%0.00%Q1 2022Q3 20237
City State Bank 330.00%0.00%0.00%Q1 2022Q3 20236
PIN OAK INVESTMENT ADVISORS INC 420.02%0.04%0.06%Q3 2020Q2 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.05%0.19%0.28%Q3 2020Q2 20226
Northwest Capital Management Inc 220.02%0.12%0.24%Q3 2020Q3 20236
Wealthspire Advisors, L.P. 660.01%0.01%0.01%Q4 2017Q1 20196
SIMON QUICK ADVISORS, LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Flaharty Asset Management, LLC 660.09%0.43%0.66%Q4 2020Q1 20226
Simplicity Solutions, LLC 510.01%0.03%0.06%Q2 2019Q4 20206
Quad-Cities Investment Group, LLC 660.13%0.29%0.42%Q3 2020Q4 20216
Evolution Wealth Advisors, LLC 660.04%0.14%0.25%Q3 2020Q4 20216
Ameritas Investment Company, LLC 410.01%0.06%0.10%Q4 2018Q3 20216
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2020Q3 20236
Bickling Financial Services, Inc. 660.15%0.32%0.46%Q4 2020Q1 20226
WealthBridge Capital Management, LLC 660.17%0.29%0.43%Q3 2020Q4 20216
Covington Capital Management 660.00%0.00%0.00%Q3 2020Q4 20216
TWO SIGMA ADVISERS, LP 660.00%0.01%0.01%Q2 2022Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
CONSILIO WEALTH ADVISORS, LLC 660.81%1.04%1.29%Q4 2021Q1 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.05%0.06%0.07%Q1 2022Q2 20236
MADDEN SECURITIES Corp 510.03%0.12%0.18%Q4 2020Q4 20226
Portfolio Strategies, Inc. 510.71%8.02%12.68%Q1 2020Q1 20236
STATE OF WISCONSIN INVESTMENT BOARD 660.02%0.03%0.05%Q2 2022Q3 20236
BARCLAYS PLC 330.00%0.00%0.01%Q1 2021Q3 20236
Sovereign Financial Group, Inc. 660.08%0.14%0.19%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ascension Capital Advisors, Inc. 660.15%0.18%0.20%Q3 2020Q4 20216
Clean Yield Group 660.00%0.01%0.01%Q2 2021Q3 20226
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
BDO Wealth Advisors, LLC 660.01%0.04%0.06%Q2 2019Q3 20206
Prospera Financial Services Inc 310.00%0.04%0.10%Q3 2020Q2 20226
Bedel Financial Consulting, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Phoenix Wealth Advisors 420.01%0.08%0.22%Q4 2020Q3 20236
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Concord Wealth Partners 420.00%0.00%0.00%Q1 2022Q3 20236
Weiss Asset Management LP 660.00%0.13%0.35%Q2 2021Q3 20226
HAP Trading, LLC 320.00%0.01%0.05%Q1 2021Q3 20236
Founders Financial Alliance, LLC 660.35%0.48%0.78%Q3 2020Q4 20216
Banque Cantonale Vaudoise 660.00%0.00%0.01%Q4 2020Q1 20226
Cambridge Advisors Inc. 660.06%0.09%0.10%Q4 2020Q1 20226
Clearstead Trust, LLC 550.03%0.04%0.06%Q3 2022Q3 20235
IHT Wealth Management, LLC 410.01%0.04%0.05%Q1 2018Q3 20215
Stonebridge Financial Planning Group, LLC 550.03%0.05%0.07%Q4 2020Q4 20215
WEALTHSOURCE PARTNERS, LLC 310.04%0.09%0.16%Q2 2019Q1 20215
Gladstone Institutional Advisory LLC 550.02%0.06%0.09%Q4 2020Q4 20215
TOWNSQUARE CAPITAL LLC 550.01%0.02%0.03%Q1 2021Q1 20225
Triton Wealth Management, PLLC 550.27%2.01%6.07%Q2 2020Q2 20215
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 410.37%7.03%14.01%Q4 2017Q1 20215
Zullo Investment Group, Inc. 550.06%0.07%0.08%Q4 2021Q4 20225
Capital Investment Advisors, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.31%1.51%Q1 2022Q1 20235
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
LIBERTY WEALTH MANAGEMENT LLC 550.01%0.03%0.04%Q3 2020Q3 20215
Claraphi Advisory Network, LLC 310.01%0.09%0.22%Q3 2019Q2 20215
Bank Julius Baer & Co. Ltd, Zurich 410.00%0.00%0.00%Q4 2020Q1 20225
Keel Point, LLC 550.02%0.04%0.06%Q3 2020Q3 20215
BAKER TILLY WEALTH MANAGEMENT, LLC 550.03%0.09%0.14%Q1 2021Q1 20225
Wealth Management Partners, LLC 550.20%0.94%1.37%Q4 2020Q4 20215
Integrated Wealth Concepts LLC 320.00%0.01%0.04%Q1 2021Q3 20235
CarsonAllaria Wealth Management, Ltd. 410.00%0.00%0.01%Q1 2022Q3 20235
IFG Advisory, LLC 320.05%0.10%0.19%Q1 2018Q1 20215
TRANSCEND CAPITAL ADVISORS, LLC 550.03%0.04%0.04%Q3 2020Q3 20215
Penserra Capital Management LLC 320.00%0.10%0.32%Q1 2018Q2 20205
Tyler-Stone Wealth Management 550.00%0.00%0.00%Q4 2021Q4 20225
FOUNDERS FINANCIAL SECURITIES LLC 550.09%0.16%0.20%Q2 2020Q2 20215
Clear Creek Financial Management, LLC 410.06%0.20%0.32%Q4 2020Q1 20225
IMA Wealth, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
MONETA GROUP INVESTMENT ADVISORS LLC 550.01%0.01%0.01%Q1 2021Q1 20225
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.01%0.02%Q4 2020Q4 20215
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q2 2018Q3 20215
Aurora Private Wealth, Inc. 320.15%0.21%0.32%Q3 2020Q4 20215
THRIVENT FINANCIAL FOR LUTHERANS 550.00%0.00%0.01%Q4 2020Q4 20215
TWO SIGMA INVESTMENTS, LP 410.00%0.02%0.03%Q2 2022Q3 20235
BAROMETER CAPITAL MANAGEMENT INC. 410.10%0.32%0.53%Q3 2018Q4 20195
Gemmer Asset Management LLC 550.00%0.00%0.00%Q1 2021Q1 20225
DCM Advisors, LLC 550.00%0.06%0.08%Q4 2020Q4 20215
Oxinas Partners Wealth Management LLC 550.37%0.72%0.88%Q4 2020Q4 20215
LEO BROKERAGE, LLC 410.04%0.08%0.12%Q4 2020Q1 20225
Tradewinds Capital Management, LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Belvedere Trading LLC 210.00%0.04%0.12%Q3 2020Q4 20225
Legend Financial Advisors, Inc. 550.20%0.22%0.25%Q1 2019Q1 20205
Veritable, L.P. 550.00%0.00%0.00%Q4 2020Q4 20215
NWAM LLC 320.02%0.02%0.03%Q1 2022Q3 20235
Sandbox Financial Partners, LLC 550.42%1.06%1.97%Q4 2020Q4 20215
Sequoia Financial Advisors, LLC 550.01%0.02%0.03%Q1 2021Q1 20225
Squar Milner Financial Services LLC 550.01%0.01%0.02%Q2 2018Q2 20195
Paragon Wealth Strategies, LLC 551.03%3.35%5.24%Q3 2020Q3 20215
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Valeo Financial Advisors, LLC 310.00%0.00%0.01%Q1 2020Q1 20214
FourThought Financial, LLC 310.00%0.00%0.00%Q4 2020Q1 20224
Northeast Financial Consultants Inc 440.02%0.03%0.04%Q2 2020Q1 20214
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.02%0.03%0.04%Q2 2022Q1 20234
Arkadios Wealth Advisors 440.29%0.37%0.51%Q4 2020Q3 20214
CMC Financial Group 210.12%1.16%2.82%Q3 2020Q4 20224
Prosperity Wealth Management, Inc. 440.44%0.54%0.61%Q4 2022Q3 20234
Princeton Global Asset Management LLC 440.00%0.02%0.05%Q4 2020Q3 20214
First Command Bank 440.01%0.01%0.01%Q4 2017Q3 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Steward Financial Group LLC 310.00%0.01%0.02%Q4 2021Q4 20224
Aldebaran Financial Inc. 440.17%0.22%0.25%Q1 2021Q4 20214
ROPES WEALTH ADVISORS LLC 440.04%0.05%0.06%Q2 2021Q1 20224
USCA RIA LLC 440.07%0.56%0.74%Q3 2020Q2 20214
O'Dell Group, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
HC FINANCIAL ADVISORS INC 440.00%0.03%0.09%Q2 2021Q1 20224
LAM GROUP, INC. 440.00%0.01%0.02%Q4 2022Q3 20234
NIEMANN CAPITAL MANAGEMENT INC 310.35%0.52%0.97%Q1 2018Q2 20204
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
First Command Financial Services, Inc. 440.00%0.00%0.01%Q4 2017Q3 20184
Private Capital Group, LLC 440.03%0.04%0.06%Q3 2021Q2 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Fulcrum Equity Management 440.17%0.24%0.37%Q2 2020Q1 20214
WJ Wealth Management, LLC 441.07%1.61%2.58%Q2 2020Q1 20214
Yarbrough Capital, LLC 310.10%0.11%0.13%Q4 2021Q4 20224
Trilogy Capital Inc. 110.02%0.11%0.36%Q3 2021Q2 20234
Accurate Wealth Management, LLC 310.02%0.15%0.23%Q2 2021Q4 20224
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Marquette Asset Management, LLC 440.09%0.23%0.42%Q2 2021Q1 20224
Grant/GrossMendelsohn, LLC 441.68%2.39%3.12%Q4 2020Q3 20214
SP Asset Management 440.03%0.03%0.03%Q4 2020Q3 20214
Smart Portfolios, LLC 440.55%1.04%1.83%Q3 2021Q2 20224
Pensionmark Financial Group, LLC 440.08%0.10%0.12%Q4 2020Q3 20214
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q1 2019Q4 20194
Destiny Wealth Partners, LLC 220.00%0.18%0.72%Q4 2020Q4 20214
MIRABELLA FINANCIAL SERVICES LLP 220.05%0.31%0.66%Q1 2022Q3 20234
Brendel Financial Advisors LLC 310.03%0.34%0.54%Q2 2020Q2 20214
B & T Capital Management DBA Alpha Capital Management 440.07%0.16%0.27%Q4 2020Q3 20214
Corbenic Partners LLC 310.02%0.03%0.03%Q3 2020Q4 20214
Vantage Investment Advisors, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
FRG Family Wealth Advisors LLC 440.04%0.04%0.05%Q4 2020Q3 20214
Beirne Wealth Consulting Services, LLC 440.20%0.23%0.26%Q2 2022Q1 20234
Financial Guidance Group, Inc. 441.00%1.22%1.33%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 442.00%2.80%3.15%Q4 2018Q3 20194
Brick & Kyle, Associates 440.19%0.22%0.26%Q4 2018Q3 20194
CIBC Private Wealth Group, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Vontobel Holding Ltd. 440.00%0.00%0.01%Q4 2020Q3 20214
Meridian Wealth Management, LLC 440.09%0.22%0.31%Q3 2020Q2 20214
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Cascadia Advisory Services, LLC 310.21%0.29%0.35%Q3 2020Q3 20214
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.05%0.07%0.09%Q4 2020Q3 20214
Empowered Funds, LLC 440.38%1.68%3.08%Q3 2020Q2 20214
Ausdal Financial Partners, Inc. 440.05%0.07%0.08%Q3 2020Q2 20214
LEVEL FOUR FINANCIAL, LLC 440.14%0.27%0.48%Q4 2020Q3 20214
Trexquant Investment LP 210.01%0.07%0.15%Q1 2021Q1 20234
American Financial Advisors, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 440.12%0.52%0.68%Q3 2020Q2 20214
FLOW TRADERS U.S. LLC 330.01%0.04%0.06%Q4 2020Q2 20213
SteelPeak Wealth, LLC 330.01%0.03%0.04%Q1 2021Q3 20213
Covestor Ltd 330.00%0.00%0.00%Q2 2022Q4 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.04%0.05%0.06%Q1 2018Q3 20183
Avestar Capital, LLC 330.05%0.34%0.69%Q3 2020Q1 20213
Ironwood Financial, llc 330.00%0.01%0.02%Q1 2021Q3 20213
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.02%Q2 2022Q3 20233
Strategic Asset Management, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
BRADLEY FOSTER & SARGENT INC/CT 330.01%0.01%0.01%Q1 2021Q3 20213
US BANCORP \DE\ 330.00%0.00%0.00%Q1 2021Q3 20213
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
TITLEIST CAPITAL, LLC 330.11%0.18%0.23%Q4 2021Q2 20223
Financial Sense Advisors, Inc. 330.24%0.27%0.32%Q1 2021Q3 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Point Break Capital Management, LLC 330.04%0.07%0.09%Q4 2020Q2 20213
Western Pacific Wealth Management, LP 330.01%0.02%0.02%Q4 2021Q2 20223
Pacific Center for Financial Services 330.00%0.00%0.01%Q1 2021Q3 20213
Harfst & Associates, Inc. 330.06%0.07%0.09%Q1 2021Q3 20213
Chicago Partners Investment Group LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Ranch Capital Advisors Inc. 330.00%0.14%0.21%Q1 2021Q3 20213
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
First Heartland Consultants, Inc. 330.03%0.04%0.04%Q1 2021Q3 20213
Affiance Financial, LLC 330.04%0.05%0.05%Q1 2021Q3 20213
Paul John Balson 330.20%0.23%0.29%Q2 2020Q4 20203
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Kavar Capital Partners, LLC 210.00%0.01%0.01%Q1 2018Q2 20193
Financial Engines Advisors L.L.C. 330.00%0.00%0.00%Q3 2021Q1 20223
Winslow, Evans & Crocker, Inc. 330.01%0.04%0.06%Q2 2020Q4 20203
Vienna Asset Management LLC 210.01%0.09%0.23%Q4 2021Q3 20223
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Cerity Partners LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Nikulski Financial, Inc. 330.22%0.35%0.43%Q4 2017Q2 20183
U.S. Capital Wealth Advisors, LLC 210.00%0.29%0.49%Q3 2021Q4 20223
Quantitative Investment Management, LLC 330.04%0.28%0.59%Q2 2022Q4 20223
EWG Elevate Inc. 110.00%3.45%5.70%Q4 2019Q4 20223
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Clarus Group, Inc. 330.23%0.26%0.30%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Tradition Wealth Management, LLC 210.00%0.00%0.01%Q4 2020Q3 20213
Krilogy Financial LLC 330.00%0.00%0.00%Q3 2017Q1 20183
SVB WEALTH LLC 330.00%0.00%0.00%Q3 2021Q1 20223
JFS WEALTH ADVISORS, LLC 210.00%0.01%0.01%Q1 2021Q4 20213
Harvest Investment Services, LLC 330.10%0.10%0.11%Q4 2020Q2 20213
ISLAY CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2020Q4 20223
THOROUGHBRED FINANCIAL SERVICES, LLC 330.06%0.07%0.07%Q4 2020Q2 20213
G&S Capital LLC 332.05%2.11%2.24%Q3 2020Q1 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
MANCHESTER FINANCIAL INC 330.00%0.00%0.00%Q3 2020Q1 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Soundwatch Capital LLC 330.08%0.14%0.22%Q3 2020Q1 20213
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q4 2020Q2 20213
Firestone Capital Management 330.01%0.02%0.03%Q1 2021Q3 20213
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Powell Investment Advisors, LLC 330.02%0.06%0.09%Q1 2021Q3 20213
FormulaFolio Investments, LLC 330.01%0.18%0.53%Q4 2020Q2 20213
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Kabarec Financial Advisors, Ltd. 330.14%0.16%0.20%Q4 2017Q2 20183
BlueCrest Capital Management Ltd 110.00%0.01%0.01%Q4 2020Q1 20233
PITTENGER & ANDERSON INC 330.01%0.02%0.02%Q1 2021Q3 20213
EPG Wealth Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
NATIXIS 330.00%0.00%0.00%Q1 2023Q3 20233
McAlister, Sweet & Associates, Inc. 220.51%2.01%3.51%Q4 2021Q1 20222
Synergy Asset Management, LLC 220.83%1.14%1.45%Q4 2020Q1 20212
CERTUITY, LLC 220.05%0.05%0.06%Q2 2021Q3 20212
RITHOLTZ WEALTH MANAGEMENT 220.02%0.04%0.07%Q2 2021Q3 20212
Regal Wealth Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
TCWP LLC 220.07%0.08%0.08%Q4 2021Q1 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Lloyd Advisory Services, LLC. 220.00%0.00%0.00%Q4 2021Q1 20222
Disciplined Investments, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Principle Wealth Partners LLC 110.02%0.03%0.03%Q2 2020Q2 20212
YARGER WEALTH STRATEGIES, LLC 220.30%0.39%0.48%Q4 2021Q1 20222
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q4 2018Q1 20212
Gerber Kawasaki Wealth & Investment Management 220.02%0.03%0.03%Q2 2021Q3 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 221.33%1.83%2.33%Q2 2020Q3 20202
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Avengers, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Latitude Advisors, LLC 110.06%0.07%0.07%Q3 2021Q1 20222
Waldron Private Wealth LLC 220.01%0.01%0.02%Q4 2021Q1 20222
QCM Cayman, Ltd. 220.56%0.96%1.36%Q1 2021Q2 20212
MERCER GLOBAL ADVISORS INC /ADV 220.00%0.01%0.02%Q4 2020Q1 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q4 2021Q1 20222
Arete Wealth Advisors, LLC 220.16%0.26%0.35%Q3 2020Q4 20202
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2020Q4 20212
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q4 2021Q1 20222
Miracle Mile Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Rehmann Capital Advisory Group 220.01%0.01%0.01%Q2 2018Q3 20182
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GUARDIAN WEALTH ADVISORS, LLC / NC 220.00%0.00%0.00%Q2 2022Q3 20222
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HBC Financial Services, PLLC 220.01%0.01%0.01%Q4 2020Q1 20212
CALIBER WEALTH MANAGEMENT, LLC 220.19%0.22%0.25%Q4 2020Q1 20212
Winthrop Advisory Group LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Alyeska Investment Group, L.P. 110.12%0.15%0.19%Q1 2021Q1 20212
SFMG, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Dakota Community Bank & Trust NA 220.03%0.03%0.03%Q2 2023Q3 20232
DRW Securities, LLC 110.02%0.12%0.23%Q3 2020Q1 20212
Cedar Brook Financial Partners, LLC 220.09%0.10%0.12%Q3 2020Q4 20202
Calamos Wealth Management LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Otter Creek Advisors, LLC 112.21%2.86%3.50%Q4 2020Q3 20212
BALLAST ADVISORS LLC 220.03%0.03%0.04%Q1 2021Q2 20212
RPg Family Wealth Advisory, LLC 110.00%0.00%0.00%Q2 2021Q1 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Secure Asset Management, LLC 220.19%0.29%0.40%Q4 2020Q1 20212
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
PEAK FINANCIAL ADVISORS LLC 222.17%2.17%2.17%Q4 2020Q1 20212
DHK Financial Advisors, Inc. 220.22%0.23%0.23%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q1 2021Q2 20212
All Terrain Financial Advisors, LLC 221.08%1.10%1.13%Q1 2021Q2 20212
JEPPSON WEALTH MANAGEMENT, LLC 220.12%0.13%0.14%Q2 2021Q3 20212
North Star Investment Management Corp. 220.00%0.00%0.00%Q1 2021Q2 20212
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q4 2020Q1 20212
Lido Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Biltmore Capital Advisors LLC 220.08%0.09%0.10%Q4 2020Q1 20212
CLEAR STREET MARKETS LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Altus Wealth Group LLC 220.00%0.00%0.01%Q4 2020Q1 20212
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CVA Family Office, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q4 20202
Capital Asset Advisory Services LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Essex Financial Services, Inc. 220.03%0.04%0.04%Q2 2021Q3 20212
LMR Partners LLP 220.02%0.02%0.04%Q2 2021Q3 20212
CARDIFF PARK ADVISORS, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q1 2018Q2 20182
BUCKINGHAM STRATEGIC WEALTH, LLC 220.01%0.01%0.02%Q3 2020Q4 20202
Stegent Equity Advisors, Inc. 220.23%0.41%0.58%Q4 2021Q1 20222
Braun-Bostich & Associates Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
Teamwork Financial Advisors, LLC 220.08%0.09%0.09%Q1 2021Q2 20212
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 220.93%1.26%1.58%Q3 2022Q4 20222
South Shore Capital Advisors 220.24%0.39%0.54%Q4 2020Q1 20212
Capital Market Strategies LLC 220.20%0.22%0.24%Q4 2021Q1 20222
IBEX WEALTH ADVISORS 220.12%0.13%0.14%Q2 2021Q3 20212
CONNABLE OFFICE INC 110.58%0.60%0.62%Q4 2021Q2 20222
Integrated Advisors Network LLC 220.03%0.09%0.16%Q4 2020Q1 20212
Total Clarity Wealth Management, Inc. 110.06%0.08%0.09%Q1 2021Q3 20212
RMR Wealth Builders 220.01%0.02%0.02%Q4 2020Q1 20212
NVWM, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
NORTHERN TRUST CORP 220.00%0.00%0.00%Q4 2020Q1 20212
Paragon Private Wealth Management, LLC 220.20%0.29%0.38%Q4 2021Q1 20222
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Headlands Technologies LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Highland Financial Advisors, LLC 220.14%0.14%0.14%Q3 2022Q4 20222
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2020Q4 20201
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Retirement Group, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Interchange Capital Partners, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Pinnacle Wealth Management, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Herold Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
WEALTH EFFECTS LLC 110.15%0.15%0.15%Q4 2021Q4 20211
ARGI Investment Services, LLC 110.27%0.27%0.27%Q3 2021Q3 20211
VIVID FINANCIAL MANAGEMENT, INC. 110.09%0.09%0.09%Q2 2021Q2 20211
Maple Rock Capital Partners 114.36%4.36%4.36%Q3 2022Q3 20221
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q4 2020Q4 20201
Engrave Wealth Partners LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q2 2021Q2 20211
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Rise Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Weaver Consulting Group 110.00%0.00%0.00%Q3 2020Q3 20201
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q3 2020Q3 20201
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Castle Financial & Retirement Planning Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
FIR TREE CAPITAL MANAGEMENT LP 110.15%0.15%0.15%Q1 2021Q1 20211
Beaumont Financial Partners, LLC 110.44%0.44%0.44%Q4 2020Q4 20201
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Jordan Park Group LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Financial Advisory Group 110.06%0.06%0.06%Q4 2020Q4 20201
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2020Q4 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SG3 Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Atria Investments, Inc 110.01%0.01%0.01%Q1 2019Q1 20191
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Polar Asset Management Partners Inc. 110.56%0.56%0.56%Q4 2020Q4 20201
WIN ADVISORS, INC 110.00%0.00%0.00%Q4 2021Q4 20211
BERRY GROUP, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Faithward Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pinnacle Private Wealth, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Inscription Capital, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Wellington Shields & Co., LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
55I, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Merit Financial Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PGIM Custom Harvest LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
FineMark National Bank & Trust 110.02%0.02%0.02%Q2 2020Q2 20201
Archford Capital Strategies, LLC 110.21%0.21%0.21%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Signify Wealth 1116.65%16.65%16.65%Q1 2021Q1 20211
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q1 2021Q1 20211
Aspire Wealth Management Corp 110.03%0.03%0.03%Q4 2021Q4 20211
Virtue Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
LifePro Asset Management 110.11%0.11%0.11%Q4 2020Q4 20201
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
PFS Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Wealth Group, LLC 112.87%2.87%2.87%Q1 2019Q1 20191
Capstone Financial Group, Inc. 110.02%0.02%0.02%Q3 2020Q3 20201
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
HBW ADVISORY SERVICES LLC 110.10%0.10%0.10%Q4 2020Q4 20201
HBK INVESTMENTS L P 110.01%0.01%0.01%Q1 2021Q1 20211
Advisors Preferred, LLC 111.94%1.94%1.94%Q4 2020Q4 20201
INSIGHT 2811, INC. 110.06%0.06%0.06%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q3 2017Q3 20171
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Carnegie Capital Asset Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
SkyView Investment Advisors, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Ascension Asset Management LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Pekin Hardy Strauss, Inc. 110.08%0.08%0.08%Q4 2020Q4 20201
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
TCG Advisory Services, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
Leverty Financial Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Ruggie Capital Group 110.72%0.72%0.72%Q3 2020Q3 20201
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu Financial LLC 110.05%0.05%0.05%Q1 2018Q1 20181
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Biltmore Family Office, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TMD Wealth Management, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
Sage Mountain Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2021Q4 20211
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Laidlaw Wealth Management LLC 110.06%0.06%0.06%Q2 2021Q2 20211
OAKTREE CAPITAL MANAGEMENT LP 110.28%0.28%0.28%Q2 2021Q2 20211
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Well Done, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Stephens Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Black Swift Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SUNTRUST BANKS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Apollon Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ProVise Management Group, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q2 2023Q2 20231
Eagle Bay Advisors LLC 110.05%0.05%0.05%Q2 2021Q2 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
M&T BANK CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Choice Wealth Advisors, LLC 110.83%0.83%0.83%Q2 2022Q2 20221
Cordasco Financial Network 110.00%0.00%0.00%Q2 2022Q2 20221
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MY Wealth Management Inc. 110.23%0.23%0.23%Q1 2022Q1 20221
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2020Q4 20201
Goldstream Capital Management Ltd 110.10%0.10%0.10%Q4 2021Q4 20211
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2021Q3 20211
Stelac Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HERBST GROUP, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2021Q4 20211
KWMG, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Advisory Alpha, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Independent Advisor Alliance 110.06%0.06%0.06%Q2 2020Q2 20201
360 Financial, Inc. 110.14%0.14%0.14%Q4 2020Q4 20201
Fortune 45 LLC 110.29%0.29%0.29%Q4 2021Q4 20211
FAGAN ASSOCIATES, INC. 110.18%0.18%0.18%Q3 2018Q3 20181
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Ground Swell Capital, LLC 111.98%1.98%1.98%Q3 2021Q3 20211
Caption Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q3 2021Q3 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Cobblestone Asset Management LLC 110.86%0.86%0.86%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 110.57%0.57%0.57%Q4 2019Q4 20191
IEQ CAPITAL, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Summit Financial, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
External links

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