Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
SEGALL BRYANT & HAMILL, LLC | 21 | 7 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 26 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 16 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q4 2022 | 24 |
LPL Financial LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 23 |
KINGS POINT CAPITAL MANAGEMENT | 22 | 22 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q1 2022 | 22 |
Steward Partners Investment Advisory, LLC | 8 | 7 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
SFE Investment Counsel | 13 | 9 | 0.06% | 0.11% | 0.21% | Q4 2016 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
Gradient Investments LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Jacobi Capital Management LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 20 |
Millburn Ridgefield Corp | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2021 | 20 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 20 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.10% | 0.51% | Q3 2016 | Q3 2023 | 19 |
FOSTER DYKEMA CABOT & CO INC/MA | 8 | 4 | 0.02% | 0.20% | 0.84% | Q4 2016 | Q4 2021 | 19 |
Wharton Business Group, LLC | 19 | 19 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q2 2021 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.04% | 3.58% | 6.23% | Q4 2016 | Q1 2021 | 18 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Cambridge Investment Research Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2021 | 16 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.00% | 0.23% | 0.69% | Q4 2016 | Q2 2020 | 15 |
Haverford Trust Co | 13 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Baystate Wealth Management LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 15 |
BLAIR WILLIAM & CO/IL | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 14 |
CITIGROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 14 |
Fernwood Investment Management, LLC | 13 | 13 | 0.14% | 0.34% | 0.56% | Q3 2016 | Q3 2019 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
FIRST MANHATTAN CO. LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Whitnell & Co. | 13 | 13 | 0.01% | 0.13% | 0.21% | Q4 2016 | Q4 2019 | 13 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Parallax Volatility Advisers, L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
FMR LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 11 |
Community Bank, N.A. | 11 | 11 | 0.00% | 0.27% | 0.54% | Q4 2016 | Q2 2019 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Vontobel Swiss Wealth Advisors AG | 7 | 3 | 0.12% | 0.46% | 2.91% | Q4 2016 | Q2 2021 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.78% | 1.42% | Q4 2016 | Q1 2019 | 10 |
SevenBridge Financial Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CONDOR CAPITAL MANAGEMENT | 9 | 9 | 0.15% | 0.35% | 0.49% | Q4 2016 | Q4 2018 | 9 |
Parkside Investments, LLC | 5 | 1 | 0.00% | 1.76% | 3.73% | Q1 2017 | Q1 2022 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NOTTINGHAM ADVISORS, INC. | 9 | 9 | 0.92% | 1.47% | 1.81% | Q4 2016 | Q4 2018 | 9 |
CEDAR HILL ASSOCIATES, LLC | 8 | 8 | 0.32% | 1.68% | 2.51% | Q1 2017 | Q4 2018 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Spears Abacus Advisors LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
STIFEL FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
ALTFEST L J & CO INC | 8 | 8 | 0.09% | 0.19% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q2 2017 | Q1 2019 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
CAPTRUST FINANCIAL ADVISORS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.14% | 0.24% | 0.58% | Q4 2016 | Q2 2018 | 7 |
HOWLAND CAPITAL MANAGEMENT LLC | 7 | 7 | 0.92% | 2.08% | 2.58% | Q1 2017 | Q3 2018 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2018 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q1 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Grace Capital | 6 | 6 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2019 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Arkos Global Advisors | 6 | 6 | 0.25% | 0.35% | 0.38% | Q4 2018 | Q1 2020 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.05% | 0.17% | 0.22% | Q2 2017 | Q2 2018 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 5 |
L & S Advisors Inc | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q1 2018 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.22% | 0.47% | 0.63% | Q4 2017 | Q4 2018 | 5 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q3 2017 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 3.02% | 12.06% | Q4 2019 | Q4 2020 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.38% | 0.47% | 0.53% | Q4 2017 | Q3 2018 | 4 |
Merriman Wealth Management, LLC | 2 | 2 | 0.06% | 0.11% | 0.20% | Q1 2018 | Q2 2019 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.23% | 0.40% | 0.54% | Q4 2017 | Q2 2018 | 3 |
One Capital Management, LLC | 3 | 3 | 1.23% | 1.30% | 1.34% | Q4 2016 | Q2 2017 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.94% | 1.19% | 1.50% | Q4 2016 | Q2 2017 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q2 2020 | Q4 2020 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
XPONANCE, INC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2016 | Q1 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.15% | 0.30% | Q4 2017 | Q2 2018 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2017 | Q4 2017 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q2 2018 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Breakwater Capital Group | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
St. Louis Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Rossmore Private Capital | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2016 | Q4 2016 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
HC Financial Advisors, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2017 | Q4 2017 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2018 | Q1 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own COLUMBIA ETF TR II or have owned COLUMBIA ETF TR II in the past.