| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
| CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
| UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
| SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.23% | 0.42% | 0.62% | Q4 2019 | Q3 2023 | 16 |
| WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
| Maryland Capital Management | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 11 |
| IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 10 |
| LPL Financial LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
| JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 9 |
| AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
| MORGAN STANLEY | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
| Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
| SFI Advisors, LLC | 5 | 5 | 0.41% | 2.03% | 2.88% | Q4 2021 | Q4 2022 | 5 |
| MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
| Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| ROYAL BANK OF CANADA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
| IRON Financial LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
| CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
| BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
| Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2017 | 2 |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.29% | 0.40% | 0.51% | Q2 2023 | Q3 2023 | 2 |
| FLOW TRADERS U.S. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
| Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
| WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
| Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
| Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Fulcrum Equity Management | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2023 | Q2 2023 | 1 |
| CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ADVISORSHARES TR or have owned ADVISORSHARES TR in the past.