Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 28 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
First Personal Financial Services | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.26% | 1.37% | 1.98% | Q3 2018 | Q3 2023 | 21 |
Muzinich & Co., Inc. | 21 | 21 | 0.31% | 1.20% | 1.98% | Q3 2018 | Q3 2023 | 21 |
ARES MANAGEMENT LLC | 21 | 21 | 0.04% | 1.01% | 2.31% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 21 | 21 | 0.40% | 1.41% | 2.03% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.06% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
EARNEST PARTNERS LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Relative Value Partners Group, LLC | 21 | 21 | 0.72% | 1.07% | 1.38% | Q3 2018 | Q3 2023 | 21 |
MCKINLEY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.11% | 0.17% | 0.23% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Legal & General Group Plc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
VAN ECK ASSOCIATES CORP | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
BARINGS LLC | 18 | 2 | 1.25% | 3.23% | 4.58% | Q3 2018 | Q3 2023 | 20 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 13 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ADVISORY RESEARCH INC | 19 | 19 | 0.01% | 0.08% | 0.17% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Bulldog Investors, LLP | 10 | 2 | 0.05% | 0.92% | 2.23% | Q3 2018 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 18 |
Cliffwater LLC | 18 | 18 | 0.32% | 2.50% | 4.72% | Q2 2019 | Q3 2023 | 18 |
StrategIQ Financial Group, LLC | 18 | 18 | 0.05% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.12% | 0.48% | 1.47% | Q2 2019 | Q3 2023 | 18 |
DIMENSION CAPITAL MANAGEMENT LLC | 18 | 18 | 1.09% | 2.40% | 4.54% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Advisors Asset Management, Inc. | 12 | 4 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 16 |
GUGGENHEIM CAPITAL LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
CLOUGH CAPITAL PARTNERS L P | 15 | 15 | 0.26% | 0.65% | 1.04% | Q3 2018 | Q1 2022 | 15 |
Allianz Asset Management GmbH | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 9 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.02% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Callodine Capital Management, LP | 14 | 14 | 0.29% | 3.48% | 6.11% | Q2 2020 | Q3 2023 | 14 |
Greenwich Investment Management, Inc. | 9 | 1 | 0.11% | 0.25% | 1.16% | Q3 2018 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
TWO SIGMA ADVISERS, LP | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Founders Capital Management | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 13 |
Neuberger Berman Group LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
ROYCE & ASSOCIATES LP | 12 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
FIRST NATIONAL TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 12 |
COOPERMAN LEON G | 12 | 12 | 0.00% | 0.33% | 1.10% | Q4 2020 | Q3 2023 | 12 |
RMB Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TCW GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
TWO SIGMA INVESTMENTS, LP | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Skandinaviska Enskilda Banken AB (publ) | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.08% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BARD ASSOCIATES INC | 11 | 11 | 0.04% | 0.19% | 0.27% | Q1 2021 | Q3 2023 | 11 |
NICOLA WEALTH MANAGEMENT LTD. | 11 | 11 | 0.33% | 0.52% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
SHELTON CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.03% | 0.18% | Q1 2019 | Q3 2021 | 11 |
LPL Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
KENNEDY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.07% | 0.27% | Q3 2020 | Q4 2022 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.27% | 1.40% | 4.10% | Q3 2018 | Q4 2020 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PUTNAM INVESTMENTS LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Capital Advisory Group Advisory Services, LLC | 9 | 9 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Nicholas Hoffman & Company, LLC. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
EAGLE GLOBAL ADVISORS LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 9 |
Sigma Planning Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.13% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
State of New Jersey Common Pension Fund D | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
BRIGHTON JONES LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.04% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.03% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GraniteShares Advisors LLC | 4 | 3 | 0.32% | 0.80% | 1.48% | Q4 2021 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Quadrature Capital Ltd | 5 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 7 | 7 | 0.08% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.16% | 0.27% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
PFG Advisors | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Soltis Investment Advisors LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.04% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Concorde Asset Management, LLC | 5 | 2 | 1.33% | 1.60% | 2.15% | Q1 2021 | Q4 2022 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.18% | 0.28% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Pinkerton Retirement Specialists, LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
ERTS Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Empirical Asset Management, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Almitas Capital LLC | 3 | 1 | 0.02% | 1.68% | 5.81% | Q4 2020 | Q3 2023 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.06% | 0.09% | 0.10% | Q3 2018 | Q4 2019 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
BW Gestao de Investimentos Ltda. | 6 | 6 | 0.12% | 0.19% | 0.24% | Q3 2018 | Q4 2019 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 5 | 1 | 0.03% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CSS LLC/IL | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Truadvice, LLC | 6 | 6 | 0.05% | 0.21% | 0.52% | Q1 2022 | Q2 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Redwood Financial Network Corp | 6 | 6 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.13% | 0.17% | 0.25% | Q1 2022 | Q2 2023 | 6 |
MARINER INVESTMENT GROUP LLC | 6 | 6 | 0.21% | 0.88% | 1.53% | Q3 2018 | Q4 2019 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Bouchey Financial Group Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Claybrook Capital, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
SteelPeak Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 5 |
PRIVATE MANAGEMENT GROUP INC | 5 | 5 | 0.43% | 0.76% | 1.08% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
WNY Asset Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Moab Capital Partners | 5 | 5 | 0.22% | 0.32% | 0.37% | Q3 2018 | Q3 2019 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Quad-Cities Investment Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RGT Wealth Advisors, LLC | 5 | 5 | 0.35% | 0.65% | 1.15% | Q3 2018 | Q3 2019 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.07% | 0.09% | 0.14% | Q3 2022 | Q2 2023 | 4 |
SALZHAUER MICHAEL | 4 | 4 | 0.24% | 0.29% | 0.37% | Q3 2018 | Q2 2019 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.22% | 0.34% | 0.54% | Q1 2022 | Q4 2022 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MQS Management LLC | 2 | 1 | 0.12% | 0.32% | 0.50% | Q1 2022 | Q2 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lake Point Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Weiss Asset Management LP | 3 | 1 | 0.38% | 0.44% | 0.52% | Q3 2018 | Q4 2019 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Teton Advisors, Inc. | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.20% | 0.31% | 0.37% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 0.07% | 0.42% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.14% | 0.18% | 0.21% | Q1 2019 | Q3 2019 | 3 |
TD ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ADE, LLC | 3 | 3 | 0.12% | 0.22% | 0.41% | Q1 2022 | Q3 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Hammer Asset Management, LLC | 3 | 3 | 1.53% | 1.64% | 1.74% | Q3 2018 | Q1 2019 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CSM Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Foresight Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
New Vernon Capital Holdings II LLC | 3 | 3 | 0.40% | 0.54% | 0.75% | Q3 2022 | Q1 2023 | 3 |
FJ Capital Management LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q1 2019 | Q2 2022 | 3 |
WYNNEFIELD CAPITAL INC | 3 | 3 | 0.08% | 2.14% | 6.26% | Q4 2020 | Q2 2021 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Radcliffe Capital Management, L.P. | 3 | 3 | 0.13% | 0.20% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q1 2023 | 3 |
Farmers & Merchants Trust Co of Long Beach | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
MILLER VALUE PARTNERS, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q3 2018 | Q4 2018 | 2 |
Southside Capital, LLC | 2 | 2 | 0.36% | 0.84% | 1.33% | Q4 2018 | Q1 2019 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.81% | 1.29% | 1.78% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Bensler, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Triumph Capital Management | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2019 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Atom Investors LP | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q4 2018 | 2 |
NTB Financial Corp | 2 | 2 | 0.31% | 0.31% | 0.32% | Q1 2022 | Q2 2022 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.95% | 1.02% | 1.09% | Q1 2023 | Q2 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Petix & Botte Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Arkos Global Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Arbiter Partners Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WINMILL & CO. INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Benefit Street Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Armor Investment Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2018 | Q3 2018 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
JT Stratford LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Iowa State Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own BARINGS BDC INC or have owned BARINGS BDC INC in the past.