Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cerity Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2024 | 13 |
Varma Mutual Pension Insurance Co | 13 | 13 | 2.30% | 3.31% | 5.93% | Q2 2021 | Q2 2024 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q2 2024 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q2 2024 | 13 |
FACTORY MUTUAL INSURANCE CO | 13 | 13 | 0.70% | 1.30% | 1.53% | Q2 2021 | Q2 2024 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.28% | 0.84% | 0.99% | Q2 2021 | Q1 2024 | 12 |
GOLDMAN SACHS GROUP INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 12 |
BlackRock Finance, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 11 |
HARBOUR INVESTMENTS, INC. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2024 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 11 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 11 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.08% | 0.25% | 0.38% | Q2 2022 | Q2 2024 | 9 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q2 2024 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q2 2024 | 9 |
One Wealth Advisors, LLC | 9 | 9 | 0.51% | 1.45% | 2.32% | Q2 2022 | Q2 2024 | 9 |
Wealth Alliance | 9 | 9 | 0.07% | 0.20% | 0.30% | Q2 2022 | Q2 2024 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.04% | 0.09% | 0.13% | Q2 2022 | Q2 2024 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Keystone Financial Services | 9 | 9 | 0.20% | 0.35% | 0.52% | Q2 2022 | Q2 2024 | 9 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
EverSource Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.08% | Q2 2022 | Q2 2024 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
TCWP LLC | 9 | 9 | 0.05% | 2.60% | 7.20% | Q2 2022 | Q2 2024 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2024 | 9 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2024 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q2 2024 | 9 |
Austin Private Wealth, LLC | 9 | 9 | 0.06% | 0.15% | 0.23% | Q2 2022 | Q2 2024 | 9 |
Sharkey, Howes & Javer | 9 | 9 | 0.11% | 0.46% | 0.75% | Q2 2022 | Q2 2024 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2024 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
Horst & Graben Wealth Management LLC | 9 | 9 | 0.16% | 0.59% | 1.02% | Q2 2022 | Q2 2024 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
Kelly Financial Services LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2024 | 9 |
CWM, LLC | 9 | 9 | 0.08% | 0.15% | 0.21% | Q2 2022 | Q2 2024 | 9 |
Atria Wealth Solutions, Inc. | 9 | 9 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q2 2024 | 9 |
SigFig Wealth Management, LLC | 9 | 9 | 0.02% | 0.07% | 0.12% | Q2 2022 | Q2 2024 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q2 2024 | 9 |
Patriot Financial Group Insurance Agency, LLC | 7 | 1 | 0.02% | 0.08% | 0.13% | Q2 2022 | Q2 2024 | 8 |
BARRETT & COMPANY, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.09% | 0.12% | Q2 2021 | Q2 2024 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2024 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q3 2022 | Q2 2024 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q1 2024 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q2 2024 | 8 |
Orion Portfolio Solutions, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
LPL Financial LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
Global Financial Private Client, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
ROYAL BANK OF CANADA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q1 2024 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q2 2024 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2024 | 8 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q2 2024 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2024 | 7 |
West Wealth Group, LLC | 7 | 7 | 0.15% | 0.23% | 0.30% | Q4 2022 | Q2 2024 | 7 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
CoreCap Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q2 2024 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.05% | 0.14% | 0.24% | Q2 2022 | Q4 2023 | 7 |
Pensionmark Financial Group, LLC | 7 | 7 | 0.07% | 0.12% | 0.18% | Q4 2022 | Q2 2024 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.14% | Q4 2022 | Q2 2024 | 7 |
Goodwin Investment Advisory | 7 | 7 | 0.18% | 0.38% | 0.49% | Q2 2022 | Q4 2023 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
Hoxton Planning & Management, LLC | 4 | 2 | 0.16% | 0.21% | 0.30% | Q4 2022 | Q2 2024 | 6 |
Buttonwood Financial Group, LLC | 6 | 6 | 0.23% | 0.34% | 0.43% | Q1 2023 | Q2 2024 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q2 2024 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2024 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q2 2024 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
MA Private Wealth | 6 | 6 | 0.07% | 0.21% | 0.35% | Q1 2023 | Q2 2024 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 6 |
Milestone Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Copperleaf Capital, LLC | 6 | 6 | 0.21% | 0.56% | 0.77% | Q1 2023 | Q2 2024 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Dentgroup LLC | 5 | 5 | 0.23% | 0.35% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q1 2024 | 5 |
Temasek Holdings (Private) Ltd | 5 | 5 | 0.14% | 0.18% | 0.26% | Q2 2021 | Q2 2022 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Kestra Advisory Services, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q2 2024 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q1 2024 | 5 |
LGT Financial Advisors LLC | 4 | 1 | 0.13% | 0.19% | 0.27% | Q4 2022 | Q2 2024 | 5 |
Spectrum Planning & Advisory Services Inc. | 4 | 1 | 0.36% | 0.49% | 0.62% | Q1 2023 | Q2 2024 | 5 |
Perigon Wealth Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q2 2024 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q1 2024 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q3 2023 | Q2 2024 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q1 2023 | Q1 2024 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q2 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q1 2023 | Q4 2023 | 4 |
PSI Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
ORG Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
JB Capital LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q2 2024 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q2 2024 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2023 | Q2 2024 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.11% | 0.15% | Q3 2023 | Q2 2024 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q2 2024 | 4 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q2 2024 | 4 |
Envestnet Portfolio Solutions, Inc. | 4 | 4 | 0.33% | 0.37% | 0.41% | Q3 2023 | Q2 2024 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2023 | Q2 2024 | 4 |
MGO ONE SEVEN LLC | 3 | 1 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q2 2024 | 4 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q2 2024 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2023 | Q2 2024 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.30% | 0.30% | 0.32% | Q4 2023 | Q2 2024 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
DOHJ, LLC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q4 2023 | Q2 2024 | 3 |
One Wealth Management Investment & Advisory Services, LLC | 3 | 3 | 0.45% | 0.47% | 0.50% | Q4 2023 | Q2 2024 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q4 2023 | Q2 2024 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q2 2024 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 3 |
Centurion Wealth Management LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2023 | Q1 2024 | 2 |
Maia Wealth LLC | 1 | 1 | 0.26% | 0.30% | 0.33% | Q4 2023 | Q2 2024 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2024 | Q2 2024 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Concurrent Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q1 2024 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2024 | Q2 2024 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2024 | Q2 2024 | 2 |
Claro Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Focus Financial Network, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Diversify Advisory Services, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2024 | Q2 2024 | 2 |
Gen-Wealth Partners Inc | 2 | 2 | 0.27% | 0.28% | 0.28% | Q1 2024 | Q2 2024 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
55I, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q3 2022 | 2 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
Olistico Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2024 | Q2 2024 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Williams Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2024 | Q1 2024 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
HF Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2024 | Q2 2024 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
WEALTHGARDEN F.S. LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2024 | Q2 2024 | 1 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Savvy Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2024 | Q2 2024 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Ashton Thomas Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
External links
This page lists all the filers that currently own BLACKROCK ETF TRUST or have owned BLACKROCK ETF TRUST in the past.