Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.01% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GOODWIN DANIEL L | 24 | 17 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 29 | 12 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q4 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 26 | 14 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
COHEN & STEERS, INC. | 23 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 32 |
Invesco Ltd. | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Greytown Advisors Inc. | 28 | 28 | 0.27% | 0.60% | 1.24% | Q4 2016 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 27 |
NWAM LLC | 21 | 6 | 0.02% | 0.26% | 0.55% | Q1 2014 | Q4 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 26 |
Roundview Capital LLC | 24 | 2 | 0.02% | 0.07% | 0.35% | Q3 2013 | Q4 2021 | 26 |
Karpus Management, Inc. | 12 | 4 | 0.01% | 0.19% | 0.53% | Q4 2013 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
SEGALL BRYANT & HAMILL, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.02% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 22 |
Private Harbour Investment Management & Counsel, LLC | 21 | 21 | 0.82% | 1.05% | 1.38% | Q3 2013 | Q3 2018 | 21 |
Tradewinds Capital Management, LLC | 11 | 10 | 0.08% | 0.31% | 0.62% | Q4 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
OPPENHEIMER & CO INC | 12 | 8 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 20 |
Dorsey & Whitney Trust CO LLC | 15 | 5 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 20 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 4 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 20 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 17 |
CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
Fiera Capital Corp | 12 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 17 |
AMERIPRISE FINANCIAL INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 16 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.08% | 0.98% | 2.32% | Q1 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
CITIGROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.26% | 0.96% | Q3 2019 | Q3 2023 | 14 |
Dakota Wealth Management | 9 | 4 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q1 2023 | 13 |
DELPHI FINANCIAL GROUP, INC. | 12 | 12 | 0.07% | 0.32% | 0.69% | Q4 2018 | Q3 2021 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
1607 Capital Partners, LLC | 12 | 12 | 0.01% | 0.18% | 0.25% | Q3 2018 | Q2 2021 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AQR Arbitrage LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 12 |
6 Meridian | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 12 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2020 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Investors Capital Advisory Services | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MARINER INVESTMENT GROUP LLC | 6 | 1 | 0.04% | 0.71% | 1.46% | Q4 2013 | Q2 2020 | 10 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
Concert Wealth Management Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 10 |
Sowell Financial Services LLC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
Bell Rock Capital LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q4 2018 | 9 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
QP WEALTH MANAGEMENT, LLC | 6 | 3 | 0.14% | 0.17% | 0.20% | Q4 2019 | Q1 2022 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.10% | 0.31% | 0.40% | Q3 2021 | Q3 2023 | 9 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.06% | 0.20% | 0.50% | Q3 2013 | Q2 2018 | 9 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2019 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.01% | 0.22% | 0.94% | Q1 2019 | Q2 2023 | 8 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 7 |
Avantax Planning Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Abbot Financial Management, Inc. | 6 | 6 | 0.10% | 0.12% | 0.15% | Q2 2017 | Q3 2018 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Cambridge Investment Research Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 6 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 6 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Dalton Investments LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q4 2019 | 5 |
NEWGATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.06% | 0.84% | 1.44% | Q4 2013 | Q4 2014 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.06% | 0.29% | Q3 2013 | Q4 2020 | 5 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 5 |
Platform Technology Partners | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q4 2020 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
CORNERSTONE ADVISORS INC | 5 | 5 | 0.04% | 0.20% | 0.26% | Q4 2013 | Q4 2014 | 5 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 5 |
US BANCORP \DE\ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 5 |
CTC Alternative Strategies, Ltd. | 5 | 5 | 0.09% | 0.20% | 0.34% | Q4 2013 | Q4 2014 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.13% | 0.17% | 0.26% | Q3 2013 | Q2 2014 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.28% | 0.94% | 1.32% | Q1 2016 | Q4 2016 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 4 |
Horizon Kinetics | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.33% | 0.55% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 4 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MACKAY SHIELDS LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q1 2017 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
StoneX Group Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q3 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Phillips Wealth Planners LLC | 1 | 1 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q2 2023 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IMS Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIHLDNGS QLTY II or have owned BLACKROCK MUNIHLDNGS QLTY II in the past.