Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Souders Financial Advisors | 4 | 4 | 0.42% | 0.68% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 2.75% | 3.02% | 3.32% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.12% | 8.94% | 15.49% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Group Private Client Services, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.02% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Capital International Investors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BlackDiamond Wealth Management, LLC | 4 | 4 | 1.01% | 2.30% | 3.24% | Q4 2022 | Q3 2023 | 4 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOL Capital Management CO | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Inspire Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
UBS Group AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROYAL BANK OF CANADA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DeDora Capital, Inc. | 3 | 3 | 0.39% | 0.42% | 0.43% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lodestone Wealth Management LLC | 2 | 2 | 0.29% | 0.55% | 0.82% | Q1 2023 | Q2 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Opes Wealth Management LLC | 2 | 2 | 1.89% | 1.90% | 1.92% | Q1 2023 | Q2 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LPL Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.32% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
FINANCIAL MANAGEMENT NETWORK INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own CAPITAL GROUP FIXED INCOME E or have owned CAPITAL GROUP FIXED INCOME E in the past.