CLAYMORE EXCHANGE TRD FD TR shareholder history

Current and past CLAYMORE EXCHANGE TRD FD TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.01%Q2 2013Q1 201820
WELLS FARGO & COMPANY/MN 20200.00%0.01%0.01%Q2 2013Q1 201820
Gradient Investments LLC 20200.00%0.16%0.41%Q2 2013Q1 201820
AMERIPRISE FINANCIAL INC 20200.00%0.00%0.00%Q2 2013Q1 201820
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20200.27%0.48%0.60%Q2 2013Q1 201820
CONFLUENCE INVESTMENT MANAGEMENT LLC 20200.10%0.11%0.12%Q2 2013Q1 201820
MORGAN STANLEY 20200.00%0.01%0.01%Q2 2013Q1 201820
LADENBURG THALMANN FINANCIAL SERVICES INC. 19190.00%0.02%0.03%Q4 2013Q2 201819
ROYAL BANK OF CANADA 1810.00%0.00%0.00%Q2 2013Q1 201819
Linscomb Wealth, Inc. 19190.30%0.43%0.58%Q2 2013Q4 201719
Capital Advisors, Ltd. LLC 18180.02%0.03%0.04%Q4 2013Q1 201818
Evanston Investments, Inc., dba Evanston Advisors 17170.57%4.00%5.16%Q1 2014Q1 201817
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.02%0.07%0.16%Q1 2014Q1 201817
HighTower Advisors, LLC 1070.03%0.10%0.19%Q3 2013Q4 201717
Legacy Private Trust Co. 17170.06%0.24%0.38%Q1 2014Q1 201817
ENVESTNET ASSET MANAGEMENT INC 16160.00%0.02%0.08%Q1 2014Q4 201716
Ashfield Capital Partners, LLC 15150.01%0.11%0.18%Q3 2014Q1 201815
Financial Advisory Group 15150.14%3.25%5.51%Q3 2014Q1 201815
IFP Advisors, Inc 810.00%0.04%0.11%Q4 2015Q2 202115
GM Advisory Group, LLC 15152.80%4.03%5.65%Q1 2014Q3 201715
FCG ADVISORS, LLC 1410.20%1.38%2.48%Q2 2014Q1 201815
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1410.17%0.39%0.43%Q3 2013Q1 201815
ATWOOD & PALMER INC 15150.01%0.68%1.29%Q3 2014Q1 201815
Marquette Asset Management, LLC 15150.08%0.15%0.29%Q2 2014Q4 201715
STIFEL FINANCIAL CORP 15150.00%0.02%0.03%Q3 2014Q1 201815
Vigilant Capital Management, LLC 15150.02%0.42%0.81%Q3 2014Q1 201815
EASTERN BANK 15150.08%0.66%0.83%Q3 2014Q1 201815
UBS Group AG 14140.00%0.01%0.01%Q4 2014Q1 201814
Freedom Investment Management, Inc. 14140.04%0.13%0.78%Q1 2015Q2 201814
First Personal Financial Services 14140.01%0.02%0.03%Q4 2014Q1 201814
PARK NATIONAL CORP /OH/ 14140.02%0.08%0.09%Q4 2014Q1 201814
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q1 201814
Alexandria Capital, LLC 13130.01%0.03%0.08%Q1 2015Q1 201813
Parallax Volatility Advisers, L.P. 13130.00%0.00%0.00%Q4 2014Q4 201713
NOTTINGHAM ADVISORS, INC. 13130.24%0.27%0.34%Q4 2014Q4 201713
Goelzer Investment Management, Inc. 13130.03%0.11%0.21%Q4 2014Q4 201713
Trust Co 13130.00%0.05%0.08%Q1 2015Q1 201813
LPL Financial LLC 13130.00%0.01%0.03%Q1 2015Q1 201813
HARVEST CAPITAL MANAGEMENT INC 13130.12%0.26%0.45%Q1 2015Q1 201813
MANUFACTURERS LIFE INSURANCE COMPANY, THE 13130.00%0.00%0.00%Q1 2015Q1 201813
Cambridge Investment Research Advisors, Inc. 13130.01%0.06%0.11%Q1 2015Q1 201813
Raub Brock Capital Management LP 13130.74%0.96%1.22%Q2 2015Q2 201813
Atria Investments, Inc 13130.05%0.09%0.13%Q4 2014Q4 201713
Parasol Investment Management, LLC 13130.02%0.36%0.70%Q4 2013Q4 201613
RPg Family Wealth Advisory, LLC 1010.03%1.89%2.52%Q4 2015Q3 201913
Leisure Capital Management 13130.96%1.07%1.31%Q1 2015Q1 201813
JNBA Financial Advisors 1020.00%0.00%0.01%Q1 2014Q1 201712
VALLEY NATIONAL ADVISERS INC 12120.08%5.50%15.23%Q2 2015Q1 201812
LINCOLN NATIONAL CORP 12120.06%0.10%0.12%Q1 2015Q4 201712
DAVENPORT & Co LLC 12120.00%0.09%0.21%Q2 2015Q1 201812
Confluence Wealth Management LLC 12120.16%0.89%1.35%Q1 2015Q4 201712
Ironwood Financial, llc 840.03%5.99%9.53%Q4 2014Q4 201712
Cetera Advisor Networks LLC 1020.02%0.04%0.08%Q3 2014Q4 201712
Lowe Wealth Advisors, LLC 12120.00%1.10%1.33%Q2 2015Q1 201812
Motley Fool Wealth Management, LLC 12122.00%2.39%2.68%Q1 2015Q4 201712
Baird Financial Group, Inc. 12120.01%0.01%0.02%Q2 2015Q1 201812
Community Bank, N.A. 750.00%0.01%0.01%Q4 2014Q1 201812
Raymond James Financial Services Advisors, Inc. 920.02%0.03%0.03%Q4 2014Q1 201811
COOKSON PEIRCE & CO INC 11110.36%0.42%0.47%Q3 2015Q1 201811
Carnegie Capital Asset Management, LLC 11110.20%0.51%0.77%Q2 2015Q4 201711
MADISON INVESTMENT HOLDINGS INC 11110.01%0.02%0.04%Q2 2015Q4 201711
IMA Wealth, Inc. 11110.67%1.73%2.27%Q3 2015Q1 201811
JANE STREET GROUP, LLC 610.00%0.01%0.03%Q1 2014Q1 201811
Ken Stern & Associates, Inc. 10100.20%0.29%0.36%Q1 2016Q2 201810
CADENCE BANK NA 730.12%0.16%0.28%Q3 2013Q1 201810
Bluefin Trading, LLC 820.07%0.13%0.22%Q3 2013Q1 201610
Capital Advantage, Inc. 10100.08%9.89%18.64%Q2 2016Q3 201810
Advisors Preferred, LLC 10100.03%3.43%13.73%Q4 2015Q1 201810
Commonwealth Equity Services, Inc 10100.00%0.02%0.02%Q2 2015Q3 201710
1834 INVESTMENT ADVISORS CO 10100.41%0.76%0.88%Q3 2015Q4 201710
CORRADO ADVISORS, LLC 10100.16%0.25%0.35%Q2 2017Q3 201910
NEXT Financial Group, Inc 990.02%0.03%0.03%Q3 2015Q3 20179
Lehman Financial Resources, Inc. 990.03%0.05%0.05%Q3 2013Q3 20159
Frontier Wealth Management LLC 990.03%0.12%0.19%Q1 2016Q1 20189
WOLVERINE TRADING, LLC 990.00%0.01%0.01%Q2 2016Q2 20189
Cribstone Capital Management, LLC 990.24%0.58%0.75%Q4 2015Q4 20179
Private Advisor Group, LLC 990.03%0.04%0.05%Q1 2016Q1 20189
Asset Dedication, LLC 991.08%1.44%1.95%Q4 2015Q4 20179
ProVise Management Group, LLC 990.05%0.12%0.15%Q1 2016Q1 20189
Barnett & Company, Inc. 990.01%0.07%0.10%Q1 2016Q1 20189
COURIER CAPITAL LLC 990.09%0.28%0.39%Q1 2016Q1 20189
Sigma Planning Corp 880.06%0.08%0.09%Q2 2016Q1 20188
Financial Architects, Inc 880.00%0.10%0.17%Q1 2016Q4 20178
FCA CORP /TX 880.31%1.57%1.88%Q1 2016Q4 20178
Buffington Mohr McNeal 880.28%0.62%1.29%Q1 2016Q4 20178
Harel Insurance Investments & Financial Services Ltd. 880.04%0.07%0.09%Q1 2016Q4 20178
MSI Financial Services Inc 710.00%0.01%0.03%Q3 2014Q4 20168
Smithfield Trust Co 880.00%0.00%0.01%Q2 2016Q1 20188
Advisor Group, Inc. 880.01%0.01%0.01%Q2 2016Q1 20188
Camelot Portfolios, LLC 880.12%0.44%0.75%Q2 2016Q1 20188
Carroll Financial Associates, Inc. 880.00%0.00%0.00%Q2 2016Q1 20188
Janney Montgomery Scott LLC 710.02%0.02%0.02%Q1 2016Q1 20188
BENEDICT FINANCIAL ADVISORS INC 880.13%0.27%0.62%Q2 2016Q1 20188
NewSquare Capital LLC 770.01%2.70%5.55%Q2 2013Q4 20147
GIRARD SECURITIES, INC. 770.17%0.30%0.35%Q4 2015Q2 20177
Private Vista, LLC 770.29%1.56%2.22%Q2 2016Q4 20177
Prospera Financial Services Inc 770.03%0.04%0.05%Q1 2016Q3 20177
VSR Financial Services, Inc. 770.03%0.06%0.09%Q3 2014Q1 20167
MILLIE CAPITAL MANAGEMENT, LLC 770.22%0.68%0.83%Q2 2016Q4 20177
RETIREMENT INCOME SOLUTIONS, INC 660.30%0.32%0.34%Q4 2017Q1 20196
Ameritas Investment Partners, Inc. 660.00%0.00%0.00%Q3 2016Q4 20176
First Command Financial Services, Inc. 660.34%3.01%4.12%Q4 2016Q1 20186
Verity & Verity, LLC 660.06%0.08%0.09%Q2 2016Q3 20176
Pacific Wealth Strategies Group, Inc. 660.65%0.80%1.04%Q4 2016Q1 20186
OLD NATIONAL BANCORP /IN/ 660.02%0.03%0.04%Q2 2014Q3 20156
Leicht Financial Planning & Wealth Management, Inc. 660.17%0.36%0.81%Q4 2016Q1 20186
Farmers & Merchants Trust Co of Chambersburg PA 660.57%0.63%0.70%Q4 2016Q1 20186
Aspen Investment Management Inc 661.81%2.04%2.68%Q4 2016Q1 20186
AMERICAN INTERNATIONAL GROUP, INC. 510.00%0.00%0.00%Q3 2014Q1 20166
First Command Bank 662.44%3.60%4.17%Q4 2016Q1 20186
Ironwood Wealth Management, LLC. 660.00%9.26%19.12%Q2 2018Q3 20196
SPINNAKER TRUST 660.03%0.03%0.04%Q4 2016Q1 20186
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
Northwest Quadrant Wealth Management, LLC 663.72%3.99%4.12%Q4 2016Q1 20186
Global Retirement Partners, LLC 660.19%0.28%0.40%Q4 2016Q1 20186
First Fiduciary Investment Counsel, Inc. 310.09%0.27%0.45%Q4 2014Q4 20176
Avantax Planning Partners, Inc. 660.02%0.02%0.03%Q4 2016Q1 20186
Stratos Wealth Partners, LTD. 420.01%0.02%0.02%Q2 2016Q4 20176
Fusion Family Wealth LLC 550.50%1.82%3.72%Q4 2016Q4 20175
NewEdge Advisors, LLC 550.02%0.03%0.05%Q1 2017Q1 20185
BB&T SECURITIES, LLC 550.03%0.04%0.05%Q1 2017Q1 20185
Whitegate Investment Counselors, Inc. 550.06%0.06%0.08%Q1 2017Q1 20185
PRING TURNER CAPITAL GROUP INC 553.48%3.67%3.88%Q4 2016Q4 20175
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q1 20185
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q1 2017Q1 20185
SNS Financial Group, LLC 551.58%2.03%2.57%Q1 2017Q1 20185
Eagle Capital Management, LLC 551.42%1.54%1.79%Q1 2017Q1 20185
Argentus Capital Management, LLC 550.00%0.01%0.02%Q3 2015Q3 20165
SFE Investment Counsel 550.42%0.64%0.75%Q4 2016Q4 20175
Parallel Advisors, LLC 550.04%0.04%0.05%Q4 2016Q4 20175
Catalyst Capital Advisors LLC 410.01%0.01%0.01%Q2 2017Q3 20185
Mirador Capital Partners LP 550.67%0.94%1.28%Q4 2016Q4 20175
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q2 2014Q2 20165
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q1 2017Q1 20185
CMH Wealth Management LLC 321.53%2.50%4.85%Q4 2016Q1 20185
Perigon Wealth Management, LLC 550.02%0.03%0.04%Q4 2016Q4 20175
Brinker Capital Investments, LLC 550.07%0.08%0.08%Q4 2016Q4 20175
MML INVESTORS SERVICES, LLC 440.01%0.01%0.02%Q2 2017Q1 20184
Sequoia Financial Advisors, LLC 440.03%0.03%0.04%Q1 2017Q4 20174
Bridgeworth, LLC 310.17%0.34%0.41%Q4 2016Q1 20184
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.03%0.05%Q2 2013Q1 20144
Well Done, LLC 440.15%0.17%0.18%Q1 2017Q4 20174
COLONY GROUP LLC 220.03%0.06%0.09%Q3 2015Q3 20174
Wealthspire Advisors, L.P. 440.03%0.03%0.04%Q2 2017Q1 20184
BAIRD ROBERT W & CO INC /WI/ 440.01%0.01%0.01%Q2 2014Q1 20154
Livingston Group Asset Management CO (operating as Southport Capital Management) 310.23%0.27%0.31%Q2 2016Q4 20174
HENGEHOLD CAPITAL MANAGEMENT LLC 440.07%0.58%2.05%Q2 2017Q1 20184
Cetera Advisors LLC 440.02%0.03%0.03%Q1 2017Q4 20174
ADVISORS MANAGEMENT GROUP INC /ADV 442.93%3.08%3.22%Q2 2017Q1 20184
ASSETMARK, INC 440.00%0.00%0.00%Q2 2017Q1 20184
WINTRUST INVESTMENTS LLC 440.12%0.21%0.33%Q2 2017Q1 20184
TOWER TRUST Co 440.17%0.20%0.25%Q2 2013Q1 20144
StrategIQ Financial Group, LLC 440.08%0.10%0.11%Q4 2016Q3 20174
Ironsides Asset Advisors, LLC 440.20%0.44%0.86%Q1 2017Q4 20174
CITIGROUP INC 330.00%0.00%0.00%Q3 2017Q1 20183
Transamerica Financial Advisors, Inc. 330.02%0.03%0.03%Q1 2016Q3 20163
CITY NATIONAL BANK 330.00%0.00%0.00%Q1 2015Q3 20153
DAVIS R M INC 330.01%0.04%0.06%Q3 2017Q1 20183
COMMUNITY FINANCIAL SYSTEM, INC. 330.00%0.01%0.01%Q1 2014Q3 20143
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q2 2015Q1 20183
First Capital Advisors Group, LLC. 330.16%0.18%0.19%Q3 2017Q1 20183
Strategic Financial Services, Inc, 210.37%0.38%0.39%Q4 2017Q3 20183
Ancora Advisors LLC 330.02%0.02%0.03%Q1 2016Q3 20163
WESPAC Advisors, LLC 210.23%0.25%0.28%Q4 2016Q3 20173
Jane Street Holding, LLC 330.00%0.01%0.02%Q2 2013Q4 20133
Citadel Advisors 110.00%0.00%0.00%Q2 2016Q1 20183
MCF Advisors LLC 330.01%0.01%0.01%Q3 2017Q1 20183
FMA ADVISORY INC 210.64%0.84%0.96%Q1 2017Q1 20183
FC Advisory LLC 330.14%0.15%0.16%Q3 2017Q1 20183
Hoxton Financial, Inc. 330.00%0.00%0.00%Q3 2015Q1 20163
OPPENHEIMER ASSET MANAGEMENT INC. 330.00%0.00%0.00%Q1 2017Q3 20173
Bison Wealth, LLC 220.51%0.53%0.54%Q1 2015Q2 20152
NORTHWEST INVESTMENT COUNSELORS, LLC 220.01%0.01%0.02%Q2 2017Q3 20172
KMS FINANCIAL SERVICES, INC 220.03%0.04%0.06%Q2 2014Q3 20142
Brouwer & Janachowski, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
Monument Capital Management 220.13%0.13%0.14%Q4 2017Q1 20182
Sound Income Strategies, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Virtu Financial LLC 220.08%0.08%0.09%Q3 2017Q4 20172
Neuberger Berman Group LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ARGI Investment Services, LLC 220.02%0.02%0.03%Q3 2017Q4 20172
OPTIMUM INVESTMENT ADVISORS 110.00%0.03%0.05%Q1 2015Q1 20182
Paulson Wealth Management Inc. 220.94%0.99%1.05%Q4 2017Q1 20182
Merit Financial Group, LLC 220.04%0.05%0.07%Q4 2017Q1 20182
Baystate Wealth Management LLC 220.00%0.00%0.00%Q3 2017Q4 20172
US BANCORP \DE\ 220.00%0.00%0.00%Q4 2017Q1 20182
Northwest Capital Management Inc 225.51%5.52%5.54%Q4 2017Q1 20182
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2014Q4 20172
Genesis Wealth Advisors, LLC 222.15%2.40%2.65%Q1 2015Q2 20152
COMMONWEALTH EQUITY SERVICES, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Chesley Taft & Associates LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Integrated Wealth Concepts LLC 220.73%0.75%0.78%Q4 2017Q1 20182
American Portfolios Advisors 220.01%0.01%0.01%Q4 2017Q1 20182
Denver PWM, LLC 220.86%0.90%0.94%Q3 2017Q4 20172
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
STANCORP INVESTMENT ADVISERS INC 221.45%1.52%1.59%Q4 2014Q1 20152
Concert Wealth Management Inc. 110.01%0.03%0.05%Q4 2014Q3 20162
ORSER CAPITAL MANAGEMENT, LLC 221.06%1.13%1.20%Q4 2017Q1 20182
EDMOND DE ROTHSCHILD HOLDING S.A. 220.02%0.02%0.02%Q4 2016Q1 20172
Advisory Alpha, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Creative Planning 110.00%0.00%0.00%Q3 2015Q4 20162
Renaissance Technologies 110.00%0.00%0.00%Q4 2017Q4 20171
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
CABOT WEALTH MANAGEMENT INC 110.08%0.08%0.08%Q4 2017Q4 20171
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Ballew Advisors, Inc 110.01%0.01%0.01%Q1 2018Q1 20181
Glenview Trust Co 110.02%0.02%0.02%Q1 2017Q1 20171
NEW ENGLAND SECURITIES CORP /MA/ 110.03%0.03%0.03%Q2 2013Q2 20131
Friedenthal Financial 110.80%0.80%0.80%Q4 2018Q4 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Chicago Partners Investment Group LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Gradient Capital Advisors, LLC 110.37%0.37%0.37%Q4 2017Q4 20171
First Heartland Consultants, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Vestpro Financial Partners, Inc. dba CPF Texas 110.05%0.05%0.05%Q1 2018Q1 20181
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2017Q1 20171
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2017Q3 20171
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2016Q4 20161
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Tarbox Family Office, Inc. 110.07%0.07%0.07%Q3 2017Q3 20171
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q3 2015Q3 20151
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Tradewinds Capital Management, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
VECTOR WEALTH MANAGEMENT, LLC 110.31%0.31%0.31%Q4 2016Q4 20161
Goodman Financial Corp 110.09%0.09%0.09%Q4 2017Q4 20171
FIRST NATIONAL CORP /MA/ /ADV 110.09%0.09%0.09%Q4 2018Q4 20181
Capital Planning Advisors, LLC 110.13%0.13%0.13%Q1 2017Q1 20171
PRIVATE TRUST CO NA 110.05%0.05%0.05%Q1 2018Q1 20181
INSIGHT 2811, INC. 110.09%0.09%0.09%Q2 2016Q2 20161
AdvisorNet Financial, Inc 110.05%0.05%0.05%Q4 2017Q4 20171
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2017Q3 20171
COHEN LAWRENCE B 110.16%0.16%0.16%Q2 2016Q2 20161
Independent Advisor Alliance 110.06%0.06%0.06%Q1 2017Q1 20171
PACIFIC SUN FINANCIAL CORP 111.24%1.24%1.24%Q4 2017Q4 20171
FLOW TRADERS U.S. LLC 110.19%0.19%0.19%Q4 2013Q4 20131
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
CNB Bank 110.01%0.01%0.01%Q4 2017Q4 20171
Castleview Partners, LLC 111.16%1.16%1.16%Q1 2018Q1 20181
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
External links

This page lists all the filers that currently own CLAYMORE EXCHANGE TRD FD TR or have owned CLAYMORE EXCHANGE TRD FD TR in the past.