BLACKROCK ENHANCED EQT DIV T shareholder history

Current and past BLACKROCK ENHANCED EQT DIV T shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SHUFRO ROSE & CO LLC 4510.02%0.02%0.04%Q3 2012Q2 202446
LPL Financial LLC 45450.00%0.02%0.05%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.02%0.05%0.12%Q2 2013Q2 202445
CONNING INC. 45450.01%0.06%0.15%Q2 2013Q2 202445
Creative Planning 45450.00%0.00%0.01%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.00%0.01%0.03%Q2 2013Q2 202445
Iowa State Bank 45450.03%0.07%0.12%Q2 2013Q2 202445
Wharton Business Group, LLC 45450.01%0.06%0.11%Q2 2013Q2 202445
Advisors Asset Management, Inc. 45450.05%0.13%0.28%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.01%Q2 2013Q2 202445
Thomas J. Herzfeld Advisors, Inc. 45450.00%0.10%0.98%Q2 2013Q2 202445
Raymond James Financial Services Advisors, Inc. 45450.01%0.08%0.18%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.01%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.01%0.01%0.01%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
RAYMOND JAMES TRUST N.A. 45450.02%0.07%0.14%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.01%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
WealthTrust Axiom LLC 45450.28%0.44%0.55%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.01%0.05%0.12%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.00%Q2 2013Q2 202445
BROWN ADVISORY INC 4040.00%0.00%0.00%Q2 2013Q2 202444
WEDBUSH SECURITIES INC 44440.01%0.03%0.15%Q3 2013Q2 202444
CITY HOLDING CO 43430.01%0.03%0.06%Q4 2013Q2 202443
Janney Montgomery Scott LLC 32110.00%0.01%0.01%Q3 2013Q2 202443
STIFEL FINANCIAL CORP 42420.00%0.03%0.06%Q1 2014Q2 202442
CAHILL FINANCIAL ADVISORS INC 42420.01%0.23%1.90%Q4 2013Q1 202442
Focused Wealth Management, Inc 42420.00%0.01%0.04%Q3 2013Q4 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.00%0.00%Q2 2013Q2 202442
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
CITIGROUP INC 39390.00%0.00%0.00%Q2 2013Q4 202239
Roble, Belko & Company, Inc 38380.00%0.33%1.47%Q1 2015Q2 202438
Private Advisor Group, LLC 25130.00%0.01%0.02%Q4 2014Q2 202438
GOLDMAN SACHS GROUP INC 3010.00%0.00%0.00%Q1 2012Q1 202338
Brick & Kyle, Associates 23150.17%0.33%0.47%Q4 2014Q2 202438
Baird Financial Group, Inc. 37370.01%0.01%0.03%Q2 2015Q2 202437
Waverly Advisors, LLC 2510.00%0.02%0.04%Q3 2013Q2 202437
HighTower Advisors, LLC 1370.00%0.00%0.01%Q2 2013Q2 202436
North Star Investment Management Corp. 2010.00%0.01%0.01%Q2 2014Q2 202435
HOLLENCREST CAPITAL MANAGEMENT 2870.00%0.05%0.07%Q4 2013Q2 202435
Capital Investment Advisors, LLC 35350.02%0.24%0.56%Q4 2013Q2 202235
Cordasco Financial Network 35350.02%0.03%0.06%Q4 2013Q2 202235
Jackson, Grant Investment Advisers, Inc. 35350.16%0.26%0.52%Q4 2015Q2 202435
Sheaff Brock Investment Advisors, LLC 35350.01%0.04%0.07%Q4 2015Q2 202435
HUNTINGTON NATIONAL BANK 1610.00%0.00%0.01%Q1 2009Q2 202234
Cetera Advisor Networks LLC 2310.01%0.02%0.03%Q1 2013Q4 202334
Shaker Financial Services, LLC 910.11%1.23%3.05%Q2 2013Q2 202434
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3120.00%0.00%0.01%Q4 2014Q3 202333
Sigma Planning Corp 3120.01%0.01%0.03%Q4 2014Q1 202333
1607 Capital Partners, LLC 33330.00%0.41%0.78%Q2 2013Q2 202133
AMERIPRISE FINANCIAL INC 3020.00%0.00%0.00%Q2 2013Q2 202432
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.01%0.02%0.04%Q2 2013Q1 202232
Alpha Omega Wealth Management LLC 32320.01%0.03%0.06%Q4 2015Q3 202332
KEYBANK NATIONAL ASSOCIATION/OH 32320.00%0.00%0.00%Q3 2016Q2 202432
CSS LLC/IL 3010.01%0.03%0.05%Q4 2013Q2 202431
Steward Partners Investment Advisory, LLC 31310.01%0.03%0.09%Q4 2016Q2 202431
Stratos Wealth Partners, LTD. 2420.00%0.02%0.04%Q1 2016Q2 202431
THRIVENT FINANCIAL FOR LUTHERANS 1920.00%0.01%0.05%Q2 2013Q2 202431
Advisory Services Network, LLC 3010.00%0.02%0.04%Q4 2015Q2 202431
BANK OF MONTREAL /CAN/ 1710.00%0.00%0.00%Q2 2013Q2 202330
Richard C. Young & CO., LTD. 30300.21%2.34%2.86%Q2 2013Q3 202030
1832 Asset Management L.P. 30300.00%0.03%0.05%Q2 2013Q3 202030
Geneos Wealth Management Inc. 2640.00%0.00%0.00%Q1 2016Q2 202430
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2640.01%0.48%1.55%Q2 2013Q2 202130
FIFTH THIRD BANCORP 1510.00%0.00%0.00%Q2 2013Q2 202429
Pointe Capital Management LLC 2110.06%0.21%0.38%Q1 2015Q1 202329
D.A. DAVIDSON & CO. 1520.00%0.00%0.01%Q1 2015Q2 202428
IHT Wealth Management, LLC 2260.01%0.04%0.12%Q4 2016Q2 202428
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1420.01%0.22%0.70%Q4 2013Q2 202428
Institute for Wealth Management, LLC. 2710.01%0.04%0.07%Q2 2017Q2 202428
Perigon Wealth Management, LLC 2310.00%0.01%0.03%Q3 2011Q2 202427
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2320.01%0.05%0.37%Q4 2013Q2 202227
DAVENPORT & Co LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.01%0.01%Q4 2017Q2 202427
WINTRUST INVESTMENTS LLC 1820.02%0.03%0.06%Q1 2017Q2 202427
SeaCrest Wealth Management, LLC 27270.03%0.05%0.10%Q4 2017Q2 202427
180 WEALTH ADVISORS, LLC 27270.02%0.05%0.09%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.02%Q2 2013Q4 201927
CIBC Private Wealth Group LLC 16110.00%0.00%0.00%Q3 2017Q2 202427
MGO ONE SEVEN LLC 2420.01%0.06%0.13%Q4 2017Q2 202426
DEUTSCHE BANK AG\ 1610.00%0.00%0.00%Q3 2013Q2 202426
ENVESTNET ASSET MANAGEMENT INC 2330.00%0.00%0.00%Q1 2016Q2 202426
CORRADO ADVISORS, LLC 2330.06%0.26%0.36%Q2 2017Q2 202426
STEPHENS INC /AR/ 25250.01%0.04%0.08%Q2 2018Q2 202425
AE Wealth Management LLC 25250.00%0.01%0.02%Q4 2017Q4 202325
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 25250.05%0.10%0.18%Q2 2018Q2 202425
Dana Investment Advisors, Inc. 1330.00%0.01%0.03%Q4 2014Q2 202425
B. Riley Wealth Advisors, Inc. 15100.01%0.02%0.07%Q2 2013Q2 202425
Camelot Portfolios, LLC 2110.03%0.05%0.09%Q2 2013Q2 202424
Financial Architects, Inc 1810.00%0.01%0.02%Q2 2013Q2 202024
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.02%Q3 2018Q2 202424
IFP Advisors, Inc 14100.00%0.08%0.35%Q4 2015Q2 202424
9258 Wealth Management, LLC 23230.14%0.55%1.60%Q4 2018Q2 202423
OPTIMUM INVESTMENT ADVISORS 2120.00%0.01%0.01%Q3 2013Q2 202423
PARK AVENUE SECURITIES LLC 2120.00%0.03%0.09%Q2 2017Q2 202423
Lattice Strategies LLC 23230.07%0.11%0.15%Q2 2013Q4 201823
CWM, LLC 1110.00%0.00%0.06%Q2 2016Q2 202423
First Allied Advisory Services, Inc. 1220.00%0.02%0.06%Q2 2013Q3 202023
BLB&B Advisors, LLC 23230.01%0.02%0.04%Q1 2015Q3 202023
Shulman DeMeo Asset Management LLC 11110.31%0.47%0.81%Q4 2018Q2 202422
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
Community Bank, N.A. 22220.01%0.01%0.01%Q4 2017Q1 202322
MERCER GLOBAL ADVISORS INC /ADV 22220.00%0.00%0.02%Q1 2019Q2 202422
Oxbow Advisors, LLC 22220.02%0.05%0.09%Q2 2013Q3 201822
NewEdge Advisors, LLC 11110.00%0.00%0.01%Q4 2018Q2 202422
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.00%Q3 2013Q3 202321
Karpus Management, Inc. 1410.01%0.93%2.06%Q2 2013Q2 202421
NEXT Financial Group, Inc 1420.00%0.01%0.09%Q2 2014Q1 202121
Quad-Cities Investment Group, LLC 1120.05%0.08%0.13%Q1 2018Q2 202421
DF DENT & CO INC 1830.00%0.00%0.00%Q3 2015Q3 202221
Allworth Financial LP 1110.00%0.00%0.00%Q3 2016Q2 202421
Boothe Investment Group, Inc. 920.82%2.05%3.20%Q2 2018Q2 202421
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.04%0.09%Q2 2013Q2 202420
Claraphi Advisory Network, LLC 1910.04%0.74%2.08%Q4 2017Q4 202220
Relative Value Partners Group, LLC 1730.01%1.84%4.26%Q2 2015Q1 202120
Rockefeller Capital Management L.P. 20200.00%0.00%0.01%Q3 2019Q2 202420
ELCO Management Co., LLC 1190.13%0.33%0.49%Q2 2019Q2 202420
Dakota Wealth Management 20200.00%0.02%0.03%Q3 2019Q2 202420
XML Financial, LLC 19190.01%0.04%0.15%Q4 2019Q2 202419
Aurora Private Wealth, Inc. 19190.08%0.28%0.51%Q4 2019Q2 202419
Financial Advocates Investment Management 1010.01%0.03%0.05%Q4 2017Q2 202419
Venture Visionary Partners LLC 19190.01%0.03%0.13%Q4 2019Q2 202419
HOEY INVESTMENTS, INC 19190.12%0.44%1.13%Q4 2019Q2 202419
Cetera Advisors LLC 19190.00%0.01%0.02%Q2 2019Q4 202319
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.03%0.06%Q2 2013Q3 201718
Bank of New York Mellon Corp 1320.00%0.00%0.00%Q3 2013Q3 201918
Cetera Investment Advisers 920.00%0.02%0.04%Q3 2017Q1 202418
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.18%0.20%0.25%Q4 2015Q1 202018
SHEPHERD KAPLAN KROCHUK, LLC 1530.03%0.10%0.18%Q3 2013Q2 201918
Global Wealth Management Investment Advisory, Inc. 1530.00%0.01%0.02%Q4 2018Q4 202318
TRUIST FINANCIAL CORP 18180.00%0.00%0.00%Q4 2019Q1 202418
Independence Trust CO 18180.10%0.37%0.99%Q2 2013Q3 201718
V Wealth Advisors LLC 18180.02%0.05%0.07%Q1 2016Q2 202018
FMR LLC 710.00%0.00%0.00%Q3 2018Q2 202418
GILL CAPITAL PARTNERS, LLC 1610.06%0.09%0.17%Q4 2018Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
FIRST MANHATTAN CO. LLC. 1620.00%0.00%0.00%Q2 2013Q3 201918
OSAIC HOLDINGS, INC. 18180.01%0.01%0.01%Q1 2020Q2 202418
VICUS CAPITAL 18180.03%0.09%0.17%Q2 2015Q3 201918
Claro Advisors LLC 18180.03%0.22%0.64%Q1 2020Q2 202418
DOLIVER ADVISORS, LP 810.04%0.81%2.19%Q1 2013Q1 201917
BDO Wealth Advisors, LLC 17170.00%0.04%0.08%Q2 2019Q2 202317
Live Oak Private Wealth LLC 17170.02%0.02%0.03%Q2 2020Q2 202417
Global Retirement Partners, LLC 1430.00%0.02%0.04%Q4 2016Q2 202417
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1430.03%0.04%0.09%Q3 2016Q4 202017
Plante Moran Financial Advisors, LLC 1010.00%0.01%0.03%Q2 2014Q2 202417
REGIONS FINANCIAL CORP 910.00%0.00%0.00%Q1 2017Q2 202417
Stonebridge Capital Advisors LLC 1340.00%0.01%0.02%Q2 2019Q2 202417
SUNTRUST BANKS INC 1430.00%0.00%0.00%Q2 2013Q3 201917
Lenox Wealth Advisors, LLC 1250.00%0.04%0.08%Q3 2015Q1 202217
Sowell Financial Services LLC 810.01%0.03%0.05%Q4 2016Q1 202317
Concert Wealth Management Inc. 16160.02%0.04%0.10%Q2 2013Q1 201716
Kestra Advisory Services, LLC 16160.00%0.01%0.01%Q3 2020Q2 202416
Integrated Investment Consultants, LLC 880.04%0.05%0.07%Q4 2015Q4 201916
Tower Research Capital LLC (TRC) 810.00%0.00%0.04%Q2 2013Q1 202416
Stratos Wealth Advisors, LLC 16160.04%0.32%0.50%Q2 2020Q1 202416
Occidental Asset Management, LLC 1420.03%0.06%0.09%Q3 2016Q3 202016
Belpointe Asset Management LLC 1410.01%0.03%0.06%Q4 2017Q1 202316
Chicago Partners Investment Group LLC 16160.00%0.02%0.03%Q4 2014Q3 201816
Chevy Chase Trust Holdings, LLC 16160.00%0.00%0.00%Q3 2013Q2 201716
Capital Advisors, Ltd. LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1240.00%0.00%0.00%Q4 2013Q2 201816
Fort Sheridan Advisors LLC 16160.02%0.04%0.06%Q1 2020Q4 202316
Hexagon Capital Partners LLC 16160.00%0.01%0.02%Q3 2020Q2 202416
MUFG Americas Holdings Corp 510.00%0.00%0.00%Q3 2012Q3 202216
MSI Financial Services Inc 15150.00%0.03%0.10%Q2 2013Q4 201615
Oder Investment Management, LLC 15150.21%0.30%0.41%Q4 2020Q2 202415
COMMERCE BANK 1410.00%0.00%0.00%Q2 2016Q2 202415
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Krilogy Financial LLC 910.02%0.04%0.08%Q1 2016Q4 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
David J Yvars Group 15150.59%1.34%2.46%Q4 2020Q2 202415
Tradewinds Capital Management, LLC 15150.00%0.00%0.00%Q2 2016Q4 201915
Carroll Financial Associates, Inc. 1410.00%0.00%0.00%Q3 2016Q4 202115
Argentus Capital Management, LLC 14140.00%0.02%0.03%Q2 2013Q3 201614
Waterfront Wealth Inc. 14140.56%1.13%1.86%Q1 2021Q2 202414
CoreFirst Bank & Trust 14140.01%0.01%0.01%Q4 2020Q1 202414
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
Harborview Advisors, LLC 910.08%0.10%0.15%Q4 2017Q3 202114
Geller Advisors LLC 14140.04%0.09%0.13%Q1 2017Q2 202014
WFG Advisors, LP 860.00%0.02%0.13%Q2 2013Q2 201714
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.02%0.05%Q2 2013Q3 201614
CFO4Life Group, LLC 14140.04%0.05%0.07%Q1 2021Q2 202414
Laurel Wealth Advisors LLC 540.00%0.00%0.00%Q3 2019Q4 202314
Detalus Advisors, LLC 14140.03%0.06%0.08%Q3 2020Q4 202314
WESPAC Advisors, LLC 910.07%0.19%0.71%Q2 2013Q3 201814
Mosaic Family Wealth, LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
AQR Arbitrage LLC 510.00%0.11%0.41%Q1 2016Q2 202413
WNY Asset Management, LLC 13130.09%0.30%0.55%Q2 2021Q2 202413
AdvisorNet Financial, Inc 850.00%0.00%0.01%Q3 2019Q2 202413
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.01%0.01%Q1 2021Q1 202413
Curi RMB Capital, LLC 1030.01%0.04%0.16%Q3 2015Q1 201913
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
EVOKE WEALTH, LLC 13130.00%0.00%0.02%Q3 2019Q3 202213
OPPENHEIMER & CO INC 850.00%0.00%0.00%Q2 2013Q2 201713
Gradient Investments LLC 13130.00%0.00%0.01%Q1 2014Q1 201713
BANK OF NOVA SCOTIA 760.00%0.01%0.02%Q3 2015Q4 201813
Pinnacle Wealth Planning Services, Inc. 13130.02%0.10%0.26%Q4 2017Q4 202013
Spire Wealth Management 13130.01%0.05%0.12%Q1 2021Q1 202413
Winslow, Evans & Crocker, Inc. 1120.00%0.00%0.01%Q1 2017Q4 202013
MML INVESTORS SERVICES, LLC 13130.00%0.01%0.01%Q1 2017Q1 202013
Patriot Financial Group Insurance Agency, LLC 12120.00%0.01%0.01%Q3 2019Q2 202212
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12120.02%0.02%0.02%Q3 2021Q2 202412
Wealthcare Advisory Partners LLC 1110.00%0.04%0.07%Q3 2017Q1 202112
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2016Q2 202212
Kesler, Norman & Wride, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
ClearBridge Investments 1110.00%0.00%0.00%Q4 2015Q2 202012
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 750.01%0.02%0.06%Q4 2020Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Certified Advisory Corp 1110.01%0.01%0.01%Q4 2017Q1 202112
Widmann Financial Services, Inc. 11110.15%0.19%0.23%Q4 2021Q2 202411
AXXCESS WEALTH MANAGEMENT, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
PrairieView Partners, LLC 1010.00%0.00%0.00%Q1 2020Q4 202211
Sunbelt Securities, Inc. 11110.02%0.10%0.14%Q4 2021Q2 202411
Edge Wealth Management LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
Formidable Asset Management, LLC 11110.01%0.01%0.02%Q3 2013Q1 201611
Walleye Capital LLC 510.00%0.03%0.11%Q1 2019Q2 202411
SevenBridge Financial Group, LLC 710.01%0.01%0.02%Q2 2016Q2 201911
OAK HARBOR WEALTH PARTNERS, LLC 11110.06%0.08%0.09%Q4 2021Q2 202411
Pinnacle Bancorp, Inc. 11110.02%0.02%0.03%Q4 2018Q2 202111
Cook Wealth, LLC 11114.29%23.96%40.58%Q4 2021Q2 202411
CREATIVE FINANCIAL DESIGNS INC /ADV 920.00%0.01%0.01%Q4 2020Q2 202411
Lumature Wealth Partners, LLC 11110.01%0.04%0.25%Q4 2020Q2 202311
Steinberg Global Asset Management 10100.02%0.03%0.05%Q2 2013Q3 201510
Wealthspire Advisors, L.P. 10100.00%0.00%0.01%Q4 2015Q1 201810
CIBC WORLD MARKET INC. 10100.00%0.00%0.00%Q4 2021Q1 202410
Moors & Cabot, Inc. 10100.01%0.02%0.02%Q1 2021Q2 202310
Tyler-Stone Wealth Management 550.11%0.15%0.19%Q4 2021Q2 202410
SAXON INTERESTS, INC. 730.28%0.49%0.64%Q4 2021Q2 202410
Oakworth Capital, Inc. 10100.04%0.05%0.06%Q3 2017Q4 201910
Kaydan Wealth Management, Inc. 640.06%0.08%0.11%Q4 2021Q2 202410
GM Advisory Group, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Ameritas Advisory Services, LLC 820.01%0.01%0.03%Q4 2021Q2 202410
Glacier Peak Capital LLC 10100.04%0.07%0.10%Q3 2013Q4 201510
Wealthspire Advisors, LLC 910.01%0.01%0.01%Q3 2021Q2 202410
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Capital Investment Advisory Services, LLC 810.00%0.02%0.03%Q4 2018Q4 202310
CREDIT SUISSE AG/ 10100.00%0.00%0.00%Q1 2013Q2 201510
HOWARD WEALTH MANAGEMENT, LLC 990.05%0.07%0.10%Q4 2019Q4 20219
Dynamic Advisor Solutions LLC 990.02%0.03%0.04%Q1 2018Q1 20209
GPS Wealth Strategies Group, LLC 630.00%0.01%0.01%Q1 2022Q2 20249
RIVERNORTH CAPITAL MANAGEMENT, LLC 990.15%0.32%0.41%Q2 2013Q2 20159
NWAM LLC 990.06%0.10%0.12%Q2 2012Q2 20149
MONTAG A & ASSOCIATES INC 990.00%0.00%0.00%Q2 2022Q2 20249
Vanguard Capital Wealth Advisors 610.09%0.31%0.65%Q4 2017Q2 20209
Geneva Advisors, LLC 630.00%0.00%0.00%Q1 2014Q2 20179
Sugarloaf Wealth Management, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
Cornerstone Wealth Management, LLC 990.03%0.08%0.25%Q3 2016Q3 20189
Integrated Wealth Concepts LLC 990.00%0.04%0.12%Q2 2022Q2 20249
JAMES INVESTMENT RESEARCH, INC. 710.00%0.03%0.22%Q1 2016Q3 20199
KING INVESTMENT ADVISORS INC/TX 990.08%0.15%0.36%Q2 2013Q2 20159
Regis Management CO LLC 990.02%0.03%0.05%Q4 2015Q4 20179
Ameritas Investment Company, LLC 610.01%0.02%0.03%Q4 2018Q3 20219
Hennion & Walsh Asset Management, Inc. 990.01%0.03%0.05%Q2 2022Q2 20249
Tortoise Investment Management, LLC 630.00%0.00%0.00%Q1 2013Q2 20159
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2016Q4 20239
Walleye Trading LLC 520.00%0.00%0.00%Q4 2017Q1 20219
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2022Q2 20248
FinTrust Capital Advisors, LLC 880.00%0.01%0.01%Q2 2022Q1 20248
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q2 2022Q1 20248
Visionary Wealth Advisors 880.01%0.01%0.01%Q3 2021Q2 20238
FourThought Financial, LLC 880.01%0.01%0.02%Q4 2020Q3 20228
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.01%Q2 2013Q1 20158
Relative Value Partners, LLC 883.50%4.28%4.81%Q2 2013Q1 20158
Selective Wealth Management, Inc. 880.02%0.06%0.33%Q2 2019Q1 20218
CORNERSTONE ADVISORS INC 510.01%0.51%1.28%Q2 2013Q1 20198
ATTICUS WEALTH MANAGEMENT, LLC 530.00%0.00%0.00%Q2 2022Q2 20248
CENTRAL TRUST Co 710.00%0.00%0.00%Q3 2015Q3 20218
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.01%0.02%0.03%Q4 2019Q3 20218
Virtu KCG Holdings LLC 620.00%0.01%0.02%Q3 2013Q4 20158
AQR Capital Management 710.00%0.02%0.03%Q4 2012Q4 20148
Ignite Planners, LLC 880.02%0.06%0.08%Q4 2021Q3 20238
Homrich & Berg 880.02%0.02%0.02%Q4 2019Q3 20218
Atria Wealth Solutions, Inc. 880.00%0.02%0.03%Q3 2022Q2 20248
Klingman & Associates, LLC 880.01%0.01%0.02%Q4 2014Q3 20168
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Wagner Wealth Management, LLC 420.01%0.01%0.01%Q2 2018Q3 20228
OLD NATIONAL BANCORP /IN/ 620.01%0.01%0.01%Q4 2014Q3 20198
Beacon Capital Management, LLC 880.02%0.02%0.04%Q1 2022Q4 20238
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Sutton Wealth Advisors Inc. 770.00%0.00%0.00%Q2 2021Q4 20227
Index Management Solutions, LLC 770.00%0.11%0.24%Q2 2013Q4 20147
NOMURA HOLDINGS INC 510.00%0.00%0.00%Q4 2012Q2 20247
SIGNATUREFD, LLC 610.00%0.00%0.01%Q2 2013Q4 20187
Parisi Gray Wealth Management 610.01%0.04%0.05%Q4 2017Q2 20217
Fiduciary Trust Co International of Pennsylvania 770.01%0.01%0.01%Q1 2014Q3 20157
Brinker Capital Investments, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Palogic Value Management, L.P. 770.20%0.23%0.28%Q4 2022Q2 20247
McIlrath & Eck, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
DAYMARK WEALTH PARTNERS, LLC 770.00%0.02%0.05%Q4 2022Q2 20247
Barrett Asset Management, LLC 770.00%0.00%0.01%Q1 2014Q3 20157
Lindbrook Capital, LLC 520.00%0.04%0.07%Q4 2018Q2 20237
WHITTIER TRUST CO 430.00%0.00%0.00%Q2 2013Q2 20207
SEI INVESTMENTS CO 430.00%0.00%0.00%Q3 2016Q2 20187
Weiss Asset Management LP 210.01%0.08%0.28%Q4 2015Q4 20227
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2015Q2 20247
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q2 2022Q4 20237
HRT FINANCIAL LP 210.00%0.00%0.01%Q3 2019Q4 20237
NOESIS CAPITAL MANGEMENT CORP 770.10%0.11%0.11%Q4 2014Q2 20167
Camarda Financial Advisors, LLC 770.03%1.69%4.21%Q2 2016Q4 20177
LEVEL FOUR ADVISORY SERVICES, LLC 770.01%0.02%0.02%Q4 2022Q2 20247
CFO4Life, L.P. 610.05%0.09%0.11%Q4 2014Q4 20227
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2018Q2 20247
RONALD BLUE & CO LLC 770.01%0.01%0.01%Q4 2015Q2 20177
BROWN, LISLE/CUMMINGS, INC. 770.00%0.00%0.00%Q2 2022Q4 20237
Archford Capital Strategies, LLC 610.01%0.02%0.02%Q1 2017Q2 20197
Centurion Wealth Management LLC 660.49%0.59%0.75%Q4 2022Q1 20246
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q4 2015Q2 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
Cape Investment Advisory, Inc. 660.04%0.04%0.05%Q1 2023Q2 20246
Atomi Financial Group, Inc. 660.01%0.03%0.06%Q1 2023Q2 20246
NORTH STAR ASSET MANAGEMENT INC 420.00%0.01%0.01%Q4 2017Q2 20246
Ashton Thomas Private Wealth, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Filament LLC 660.14%0.14%0.15%Q4 2015Q1 20176
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.01%0.01%0.01%Q1 2014Q2 20156
B. Riley Wealth Management, Inc. 660.01%0.02%0.04%Q1 2014Q2 20156
Capital Planning Advisors, LLC 660.07%0.08%0.10%Q1 2021Q2 20226
BESSEMER GROUP INC 660.00%0.00%0.00%Q3 2018Q4 20196
Raleigh Capital Management Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
OSTERWEIS CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q3 2022Q4 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.01%0.03%Q2 2013Q3 20146
Atlas Private Wealth Advisors 660.01%0.02%0.04%Q2 2020Q3 20216
NINE MASTS CAPITAL Ltd 420.00%0.17%0.40%Q2 2015Q2 20186
Focus Financial Network, Inc. 420.00%0.01%0.01%Q4 2022Q2 20246
BRYN MAWR TRUST Co 660.01%0.01%0.01%Q3 2013Q4 20146
ASHFORD CAPITAL MANAGEMENT INC 660.22%0.41%0.54%Q3 2018Q4 20196
SILVERLAKE WEALTH MANAGEMENT LLC 510.06%0.07%0.07%Q4 2021Q2 20246
Hanson & Doremus Investment Management 660.00%0.00%0.00%Q1 2022Q2 20236
BECKER CAPITAL MANAGEMENT INC 660.01%0.01%0.01%Q1 2023Q2 20246
Crestwood Advisors Group, LLC 410.00%0.01%0.01%Q1 2017Q2 20185
Smith & Howard Wealth Management, LLC 550.09%0.10%0.12%Q4 2018Q4 20195
Karp Capital Management Corp 410.00%0.00%0.00%Q4 2014Q4 20185
Beacon Pointe Advisors, LLC 550.00%0.00%0.00%Q1 2023Q1 20245
LVZ, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
M Holdings Securities, Inc. 550.06%0.12%0.18%Q2 2015Q2 20165
StrategIQ Financial Group, LLC 550.09%0.10%0.11%Q3 2016Q3 20175
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
Mariner, LLC 320.00%0.00%0.00%Q3 2022Q2 20245
OTA Financial Group L.P. 210.10%0.23%0.34%Q3 2017Q3 20225
AMERICAN NATIONAL BANK & TRUST 550.00%0.00%0.00%Q2 2016Q2 20175
INTEGRATED CAPITAL MANAGEMENT, INC. 550.08%0.10%0.14%Q1 2020Q1 20215
Wela Strategies, Inc. 210.08%0.46%0.89%Q1 2017Q4 20185
Pallas Capital Advisors LLC 320.01%0.01%0.02%Q1 2023Q2 20245
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q4 2019Q4 20205
Ancora Advisors LLC 410.05%0.16%0.24%Q1 2014Q4 20155
PIN OAK INVESTMENT ADVISORS INC 550.00%0.00%0.00%Q2 2018Q2 20195
DUBUQUE BANK & TRUST CO 550.00%0.00%0.00%Q1 2017Q1 20185
DFPG INVESTMENTS, LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Northwest Capital Management Inc 550.01%0.01%0.02%Q2 2023Q2 20245
Cresset Asset Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
PATHSTONE FAMILY OFFICE, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2021Q4 20225
Castleview Partners, LLC 310.00%0.13%0.27%Q2 2021Q2 20245
TFS CAPITAL LLC 310.01%0.04%0.07%Q3 2013Q1 20165
Intercontinental Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q3 2022Q2 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Arkadios Wealth Advisors 440.00%0.01%0.02%Q4 2020Q3 20214
IAG Wealth Partners, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
EULAV Asset Management 310.00%0.01%0.01%Q4 2015Q2 20174
Montecito Bank & Trust 440.06%0.09%0.12%Q2 2013Q1 20144
Allen Mooney & Barnes Investment Advisors LLC 440.02%0.04%0.07%Q3 2023Q2 20244
Highlander Capital Management, LLC 310.00%0.00%0.01%Q4 2018Q1 20244
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2014Q3 20204
BECK CAPITAL MANAGEMENT, LLC 220.06%0.12%0.19%Q2 2014Q2 20154
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
Koshinski Asset Management, Inc. 310.01%0.01%0.01%Q3 2021Q4 20234
CALTON & ASSOCIATES, INC. 440.08%0.09%0.10%Q4 2017Q3 20184
Flow State Investments, L.P. 440.19%0.23%0.28%Q3 2023Q2 20244
LIBERTY WEALTH MANAGEMENT LLC 440.02%0.02%0.02%Q2 2019Q1 20204
Apollon Wealth Management, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Stolper Co 440.18%0.18%0.19%Q3 2023Q2 20244
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q4 2016Q2 20214
Laird Norton Wetherby Wealth Management, LLC 220.01%0.01%0.01%Q2 2022Q2 20244
Virtu Financial LLC 210.01%0.01%0.01%Q1 2018Q2 20244
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Cornerstone Advisors, LLC 440.19%0.39%0.50%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.07%0.07%0.08%Q3 2023Q2 20244
Ahrens Investment Partners LLC 310.00%0.01%0.03%Q4 2021Q1 20234
IEQ CAPITAL, LLC 310.01%0.02%0.03%Q4 2019Q4 20204
EP Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Global Trust Asset Management, LLC 440.02%0.02%0.02%Q3 2018Q2 20194
Ironsides Asset Advisors, LLC 310.02%0.02%0.02%Q3 2015Q4 20164
1834 INVESTMENT ADVISORS CO 440.00%0.00%0.00%Q4 2019Q3 20204
Icon Wealth Advisors, LLC 220.01%0.01%0.02%Q3 2022Q1 20244
Covington Capital Management 440.00%0.00%0.00%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Icon Wealth Partners, LLC 310.00%0.01%0.01%Q4 2017Q3 20234
CoreCap Advisors, LLC 210.00%0.00%0.00%Q2 2022Q2 20244
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
US FINANCIAL ADVISORS, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Visium Asset Management, LP 330.01%0.01%0.01%Q2 2013Q4 20133
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.02%0.05%Q4 2017Q2 20183
Investors Capital Advisory Services 330.02%0.02%0.03%Q2 2013Q4 20133
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
ZEKE CAPITAL ADVISORS, LLC 3310.85%11.26%12.05%Q2 2013Q4 20133
WealthShield Partners, LLC 210.02%0.03%0.06%Q1 2021Q4 20213
Glen Eagle Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
PRINCIPAL SECURITIES, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
LINCOLN NATIONAL CORP 210.00%0.00%0.00%Q1 2019Q4 20193
Neuberger Berman Group LLC 210.00%0.00%0.00%Q4 2020Q1 20223
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Smartleaf Asset Management LLC 330.00%0.00%0.01%Q4 2023Q2 20243
King Wealth Management Group 210.04%0.04%0.05%Q2 2015Q3 20163
GraniteShares Advisors LLC 331.21%1.23%1.26%Q1 2023Q3 20233
Transcendent Capital Group LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Investment Partners Asset Management, Inc. 330.40%0.44%0.48%Q4 2023Q2 20243
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2023Q4 20233
SFI Advisors, LLC 330.20%0.23%0.25%Q4 2023Q2 20243
Elequin Capital, LP 330.12%0.14%0.18%Q2 2023Q4 20233
Creekmur Asset Management LLC 330.01%0.01%0.01%Q4 2023Q2 20243
TRUST CO OF VERMONT 210.00%0.00%0.01%Q2 2013Q3 20173
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
COHEN & STEERS, INC. 330.00%0.00%0.01%Q3 2017Q1 20183
Allspring Global Investments Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Stonebrook Private Inc. 330.03%0.07%0.10%Q4 2023Q2 20243
Sandy Spring Bank 210.00%0.00%0.00%Q1 2015Q4 20183
BOKF, NA 330.00%0.01%0.01%Q4 2019Q2 20203
Quantedge Capital Pte Ltd 210.06%0.15%0.28%Q4 2020Q2 20243
MGB Wealth Management, LLC 330.16%0.18%0.20%Q4 2023Q2 20243
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Sonora Investment Management, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Biltmore Capital Advisors LLC 110.02%0.02%0.02%Q2 2020Q4 20213
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q2 2013Q4 20153
Parallel Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
BLUEFIN CAPITAL MANAGEMENT, LLC 210.04%0.05%0.05%Q3 2022Q2 20233
Genesis Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
SG Americas Securities, LLC 210.00%0.01%0.01%Q4 2013Q1 20163
Valentine Capital Asset Management, Inc. 330.44%0.53%0.67%Q4 2011Q2 20123
CHOREO, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q1 20243
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2019Q2 20243
HM PAYSON & CO 330.00%0.00%0.00%Q2 2019Q4 20193
OAK HILL ADVISORS LP 330.96%1.16%1.47%Q2 2014Q4 20143
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Baystate Wealth Management LLC 210.00%0.02%0.03%Q2 2015Q4 20233
COWA, LLC 210.01%0.02%0.02%Q4 2020Q3 20223
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 330.02%0.02%0.02%Q3 2023Q1 20243
Core Wealth Advisors, Inc. 210.00%0.01%0.02%Q4 2019Q3 20203
Avantax Planning Partners, Inc. 210.00%0.01%0.01%Q1 2018Q2 20243
Prospera Financial Services Inc 210.00%0.01%0.01%Q4 2020Q1 20223
Sterling Financial Planning, Inc. 330.05%0.05%0.05%Q4 2023Q2 20243
THOMASPARTNERS, INC. 330.00%0.00%0.00%Q2 2013Q4 20133
EAGLE WEALTH STRATEGIES LLC 330.07%0.09%0.10%Q4 2023Q2 20243
Capital Directions Investment Advisors, LLC 330.03%0.03%0.03%Q4 2019Q2 20203
CX Institutional 210.00%0.00%0.00%Q2 2021Q2 20223
Hills Bank & Trust Co 330.04%0.05%0.05%Q2 2013Q4 20133
Merit Financial Group, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
Capital Analysts, LLC 210.00%0.00%0.01%Q3 2013Q2 20183
Kovack Advisors, Inc. 330.02%0.02%0.02%Q4 2023Q2 20243
Merriman Wealth Management, LLC 210.02%0.02%0.03%Q3 2017Q3 20183
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2012Q3 20123
Saxony Capital Management, LLC 330.36%0.38%0.42%Q4 2023Q2 20243
Vectors Research Management, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Manchester Capital Management LLC 110.00%0.00%0.01%Q4 2017Q1 20192
SRS Capital Advisors, Inc. 220.02%0.02%0.02%Q3 2023Q4 20232
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2014Q4 20152
Capstone Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
SpiderRock Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Mach-1 Financial Group, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Syverson Strege & Co 220.06%0.06%0.06%Q2 2021Q3 20212
Allred Capital Management, LLC 110.04%0.05%0.05%Q4 2019Q1 20212
Gemmer Asset Management LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Segantii Capital Management Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
Family Firm, Inc. 110.00%0.01%0.03%Q4 2023Q2 20242
Apriem Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
Penserra Capital Management LLC 220.13%0.14%0.14%Q3 2021Q4 20212
WESTERN INVESTMENT LLC 220.38%0.38%0.38%Q2 2013Q3 20132
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q4 20232
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 110.00%0.00%0.00%Q3 2017Q1 20192
SFMG, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Simplicity Solutions, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Cedar Brook Financial Partners, LLC 220.03%0.04%0.04%Q1 2021Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q1 2014Q2 20142
WEALTHSPAN PARTNERS, LLC 220.15%0.16%0.17%Q1 2024Q2 20242
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Calamos Advisors LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Newbridge Financial Services Group, Inc. 220.02%0.02%0.03%Q3 2020Q4 20202
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q4 2014Q1 20152
HAZLETT, BURT & WATSON, INC. 220.02%0.02%0.02%Q3 2022Q4 20222
Column Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
IRON Financial LLC 220.13%0.17%0.21%Q4 2013Q1 20142
Citadel Advisors 110.00%0.00%0.00%Q1 2020Q3 20202
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
Brookstone Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
CARL STUART INVESTMENT ADVISOR, INC 110.06%0.19%0.32%Q1 2022Q1 20232
AFT, FORSYTH & COMPANY, INC. 220.03%0.03%0.04%Q2 2013Q3 20132
OppenheimerFunds, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
SPIREPOINT PRIVATE CLIENT, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.33%0.43%0.52%Q1 2024Q2 20242
Pathway Financial Advisers, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lido Advisors, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
OMC Financial Services LTD 220.26%0.28%0.29%Q1 2024Q2 20242
Private Advisory Group LLC 220.20%0.40%0.60%Q1 2018Q2 20182
Diversify Advisory Services, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Trust Co 110.01%0.01%0.01%Q4 2016Q3 20192
Cribstone Capital Management, LLC 110.00%0.04%0.07%Q4 2015Q2 20162
Scissortail Wealth Management, LLC 110.04%0.07%0.10%Q4 2022Q4 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Missouri Trust & Investment Co 220.00%0.02%0.04%Q2 2023Q3 20232
Pinnacle Private Wealth, LLC 220.14%0.14%0.14%Q4 2021Q1 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
55I, LLC 220.01%0.01%0.02%Q4 2021Q1 20222
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
LOEB PARTNERS CORP 220.01%0.12%0.23%Q4 2018Q1 20192
Fortitude Advisory Group L.L.C. 220.01%0.01%0.02%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
XML SECURITIES, LLC 224.84%4.97%5.10%Q4 2017Q1 20182
FNY Investment Advisers, LLC 110.01%0.04%0.06%Q1 2021Q3 20212
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
NCM Capital Management, LLC 110.04%0.04%0.05%Q4 2023Q2 20242
Stratos Investment Management, LLC 220.03%0.04%0.05%Q4 2023Q1 20242
Jolley Asset Management, LLC 220.05%0.06%0.06%Q4 2019Q1 20202
Aptus Capital Advisors, LLC 220.02%0.02%0.03%Q1 2019Q2 20192
Signator Financial Services, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Prairie Wealth Advisors, Inc. 220.06%0.06%0.07%Q1 2024Q2 20242
Glassman Wealth Services 110.00%0.00%0.00%Q3 2017Q3 20171
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Highland Private Wealth Management 110.20%0.20%0.20%Q1 2018Q1 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Kelman-Lazarov, Inc. 110.15%0.15%0.15%Q1 2016Q1 20161
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Shamrock Asset Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
NEWGATE CAPITAL MANAGEMENT LLC 110.29%0.29%0.29%Q1 2014Q1 20141
OXFORD FINANCIAL GROUP, LTD. LLC 110.01%0.01%0.01%Q2 2022Q2 20221
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Pinkerton Retirement Specialists, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Donald L. Hagan, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Janney Capital Management LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ELM ADVISORS, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Investors Research Corp 110.00%0.00%0.00%Q2 2024Q2 20241
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Squarepoint Ops LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Argent Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
CTC Alternative Strategies, Ltd. 110.29%0.29%0.29%Q4 2023Q4 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Telos Capital Management, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Keel Point, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Joel Isaacson & Co., LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Gratus Capital, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Sabal Trust CO 110.02%0.02%0.02%Q4 2018Q4 20181
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.02%0.02%Q2 2016Q2 20161
TIAA CREF TRUST CO FSB/MO 110.00%0.00%0.00%Q4 2015Q4 20151
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pekin Hardy Strauss, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
ASPIRIANT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth Management Partners, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
TD PRIVATE CLIENT WEALTH LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bedel Financial Consulting, Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
ROBINSON CAPITAL MANAGEMENT, LLC 110.30%0.30%0.30%Q1 2014Q1 20141
DOHJ, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Maple Capital Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Triad Wealth Partners, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Trutina Financial LLC 110.00%0.00%0.00%Q1 2014Q1 20141
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2024Q2 20241
JNBA Financial Advisors 110.06%0.06%0.06%Q3 2018Q3 20181
Legacy Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Peak Asset Management, LLC 110.12%0.12%0.12%Q4 2014Q4 20141
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Lee Financial Co 110.00%0.00%0.00%Q3 2021Q3 20211
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
TRANSCEND CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Starfire Investment Advisers, Inc. 110.23%0.23%0.23%Q4 2017Q4 20171
Winfield Associates, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
FOCUS FINANCIAL NETWORK INC /ADV 110.00%0.00%0.00%Q4 2023Q4 20231
XTX Topco Ltd 110.02%0.02%0.02%Q4 2023Q4 20231
Ionic Capital Management LLC 110.33%0.33%0.33%Q1 2020Q1 20201
FineMark National Bank & Trust 110.00%0.00%0.00%Q1 2016Q1 20161
DAVIS R M INC 110.00%0.00%0.00%Q4 2017Q4 20171
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q3 2019Q3 20191
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ASHTON THOMAS SECURITIES, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Jump Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Grove Bank & Trust 110.01%0.01%0.01%Q4 2017Q4 20171
Alpine Global Management, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
C-J Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
SMITH HAYES Advisers, Inc 110.02%0.02%0.02%Q1 2016Q1 20161
CHATHAM CAPITAL GROUP, INC. 110.03%0.03%0.03%Q4 2014Q4 20141
Hilltop National Bank 110.00%0.00%0.00%Q2 2024Q2 20241
Vantage Financial Partners Ltd., Inc. 110.10%0.10%0.10%Q4 2016Q4 20161
Masso Torrence Wealth Management Inc. 110.09%0.09%0.09%Q2 2024Q2 20241
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Aspect Partners, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
StoneX Group Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q3 2019Q3 20191
SHAPIRO ROBERT N 110.01%0.01%0.01%Q2 2013Q2 20131
MONECO Advisors, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Bullseye Investment Management, LLC 110.11%0.11%0.11%Q3 2022Q3 20221
DIXON HUBARD FEINOUR & BROWN INC/VA 110.04%0.04%0.04%Q3 2015Q3 20151
TSFG, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
HBK INVESTMENTS L P 110.03%0.03%0.03%Q4 2018Q4 20181
Logan Stone Capital, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2015Q1 20151
AFFINITY WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q3 2013Q3 20131
HARTLINE INVESTMENT CORP/ 110.06%0.06%0.06%Q1 2024Q1 20241
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
WHITTIER TRUST CO OF NEVADA INC 110.01%0.01%0.01%Q1 2014Q1 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.01%0.01%0.01%Q1 2014Q1 20141
M&T BANK CORP 110.00%0.00%0.00%Q3 2015Q3 20151
L.M. KOHN & COMPANY 110.03%0.03%0.03%Q3 2023Q3 20231
Kapstone Financial Advisors LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
JOYN Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Planned Solutions, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2022Q4 20221
Concorde Asset Management, LLC 110.15%0.15%0.15%Q2 2024Q2 20241
Savant Capital, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Squar Milner Financial Services LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Procyon Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Integrated Wealth Management 110.01%0.01%0.01%Q1 2015Q1 20151
KINGSWOOD WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Private Vista, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
External links

This page lists all the filers that currently own BLACKROCK ENHANCED EQT DIV T or have owned BLACKROCK ENHANCED EQT DIV T in the past.