Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
US BANCORP \DE\ | 40 | 40 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q1 2023 | 40 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
UBS Group AG | 20 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 31 |
MORGAN STANLEY | 29 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 30 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Horizon Investment Services, LLC | 24 | 2 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q2 2020 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 23 |
Zhang Financial LLC | 20 | 2 | 0.08% | 0.42% | 0.73% | Q1 2012 | Q3 2017 | 22 |
Crestone Asset Management LLC | 20 | 20 | 0.05% | 1.71% | 13.14% | Q4 2015 | Q3 2020 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Sutton Wealth Advisors Inc. | 16 | 16 | 0.06% | 0.12% | 0.21% | Q1 2016 | Q4 2019 | 16 |
ASPIRIANT, LLC | 15 | 15 | 0.04% | 1.02% | 4.02% | Q2 2013 | Q4 2016 | 15 |
ROYAL BANK OF CANADA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 14 |
Bouchey Financial Group Ltd | 12 | 1 | 0.09% | 0.19% | 0.50% | Q3 2014 | Q4 2018 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 14 |
IBERIABANK CORP | 9 | 1 | 0.04% | 0.85% | 4.06% | Q1 2013 | Q1 2020 | 14 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q1 2015 | Q2 2022 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.04% | 0.09% | 0.28% | Q1 2019 | Q2 2022 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 1 | 0.04% | 3.78% | 5.03% | Q2 2013 | Q3 2016 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 12 |
SG Americas Securities, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 11 |
Salient Capital Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2015 | 11 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 11 |
STIFEL FINANCIAL CORP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 10 |
FLOW TRADERS U.S. LLC | 5 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 9 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q2 2017 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.11% | 0.25% | Q3 2013 | Q3 2018 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DIMENSION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.27% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Alhambra Investment Management LLC | 6 | 6 | 1.23% | 2.13% | 3.42% | Q4 2019 | Q1 2021 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Parkside Financial Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
BANK OF MONTREAL /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 1.00% | 1.40% | 1.84% | Q3 2013 | Q3 2014 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2011 | 5 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 4 |
Bill Few Associates, Inc. | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.02% | 0.24% | 0.35% | Q1 2021 | Q4 2021 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Applied Capital LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2021 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q4 2022 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MISSION WEALTH MANAGEMENT, LP | 2 | 1 | 0.02% | 0.31% | 0.88% | Q3 2015 | Q2 2016 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 3 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.33% | 0.34% | 0.34% | Q4 2015 | Q1 2016 | 2 |
Mariner, LLC | 1 | 1 | 0.30% | 0.31% | 0.33% | Q1 2019 | Q4 2019 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.06% | 0.11% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2012 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Sigma Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q4 2017 | Q4 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2016 | Q2 2016 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own BARCLAYS BK PLC or have owned BARCLAYS BK PLC in the past.