Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
EPIQ PARTNERS, LLC | 15 | 15 | 1.12% | 1.91% | 2.86% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 14 | 14 | 0.02% | 0.29% | 0.52% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.16% | 0.25% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stockman Wealth Management, Inc. | 12 | 12 | 0.03% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Evolution Wealth Advisors, LLC | 9 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Karpus Management, Inc. | 11 | 1 | 0.01% | 0.20% | 0.46% | Q1 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
1607 Capital Partners, LLC | 11 | 11 | 0.30% | 1.02% | 1.86% | Q1 2021 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.03% | 0.59% | 1.34% | Q1 2021 | Q3 2023 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Cornerstone Advisors, LLC | 7 | 1 | 0.19% | 0.83% | 1.66% | Q3 2020 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.29% | 0.55% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Quantedge Capital Pte Ltd | 8 | 8 | 0.14% | 1.70% | 3.21% | Q4 2021 | Q3 2023 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 8 | 0.02% | 0.22% | 0.40% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 2 | 0.15% | 0.66% | 1.76% | Q2 2020 | Q3 2023 | 8 |
Matisse Capital | 6 | 2 | 0.52% | 1.02% | 1.55% | Q1 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
SENTINEL TRUST CO LBA | 7 | 7 | 0.06% | 0.12% | 0.39% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Claro Advisors LLC | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
BlackDiamond Wealth Management, LLC | 6 | 6 | 0.21% | 0.27% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Moors & Cabot, Inc. | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 2 | 0.00% | 0.06% | 0.18% | Q1 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CORRADO ADVISORS, LLC | 4 | 2 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BESSEMER GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
CWM, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Key FInancial Inc | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.12% | 0.32% | 0.48% | Q1 2021 | Q3 2023 | 5 |
CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Ellis Investment Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 1.17% | 1.94% | 2.49% | Q1 2022 | Q4 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.52% | 1.90% | 2.89% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.33% | 0.52% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.03% | 0.04% | 0.08% | Q3 2020 | Q2 2021 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Woodline Partners LP | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlas Wealth LLC | 2 | 1 | 0.48% | 0.58% | 0.69% | Q4 2022 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CERTUITY, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 3 |
Quarry LP | 3 | 3 | 0.06% | 0.18% | 0.34% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 2 | 1 | 0.14% | 0.17% | 0.25% | Q4 2020 | Q3 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 3 |
Tranquility Partners, LLC | 2 | 1 | 0.12% | 0.14% | 0.18% | Q3 2020 | Q3 2021 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q2 2021 | Q4 2021 | 3 |
AQR Arbitrage LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.09% | 0.15% | Q4 2021 | Q4 2022 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAHABA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.14% | 0.21% | 0.27% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.84% | 0.89% | 0.94% | Q1 2021 | Q2 2021 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.70% | 1.03% | 1.36% | Q3 2022 | Q4 2022 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.24% | 0.25% | 0.26% | Q2 2020 | Q2 2022 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Elequin Capital, LP | 2 | 2 | 0.05% | 0.23% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2023 | Q2 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SWS Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Shaker Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Almitas Capital LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own BLACKROCK HEALTH SCIENCS TR or have owned BLACKROCK HEALTH SCIENCS TR in the past.