DBX ETF TR shareholder history

Current and past DBX ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 27270.00%0.03%0.06%Q1 2017Q3 202327
MORGAN STANLEY 26260.00%0.00%0.00%Q2 2017Q3 202326
WELLS FARGO & COMPANY/MN 26260.00%0.11%0.31%Q2 2017Q3 202326
IFP Advisors, Inc 1710.00%0.09%0.35%Q1 2016Q3 202326
UBS Group AG 26260.00%0.00%0.01%Q2 2017Q3 202326
Horizon Investments, LLC 14110.02%1.14%2.88%Q2 2017Q3 202325
Front Row Advisors LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Charles Schwab Investment Advisory, Inc. 24240.40%0.91%2.36%Q4 2017Q3 202324
FOUNDERS FINANCIAL SECURITIES LLC 1440.08%0.38%1.58%Q2 2017Q3 202324
Fisher Asset Management, LLC 24240.00%0.09%0.28%Q4 2017Q3 202324
US BANCORP \DE\ 23230.00%0.00%0.00%Q1 2018Q3 202323
PFS INVESTMENTS INC. 23230.02%0.72%1.82%Q4 2017Q2 202323
RAYMOND JAMES & ASSOCIATES 23230.00%0.00%0.01%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.00%Q4 2017Q3 202323
Valmark Advisers, Inc. 23231.49%2.83%3.69%Q1 2018Q3 202323
CWM, LLC 1580.00%0.01%0.09%Q4 2017Q3 202323
MANUFACTURERS LIFE INSURANCE COMPANY, THE 23230.03%0.29%0.54%Q1 2018Q3 202323
FDx Advisors, Inc. 23230.01%0.25%0.58%Q1 2018Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.03%0.07%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.03%0.06%Q1 2018Q3 202323
FIFTH THIRD BANCORP 2110.00%0.10%0.16%Q4 2017Q3 202322
Avior Wealth Management, LLC 22220.05%0.33%0.52%Q2 2018Q3 202322
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Stratos Wealth Partners, LTD. 2110.00%0.02%0.04%Q1 2018Q3 202322
REGIONS FINANCIAL CORP 22220.03%0.11%0.17%Q2 2018Q3 202322
JPMORGAN CHASE & CO 21210.00%0.00%0.00%Q3 2018Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q1 2017Q3 202321
Betterment LLC 21210.00%0.01%0.02%Q3 2018Q3 202321
Cambridge Investment Research Advisors, Inc. 21210.01%0.03%0.05%Q3 2018Q3 202321
Allworth Financial LP 21210.00%0.00%0.00%Q3 2018Q3 202321
LPL Financial LLC 21210.00%0.03%0.07%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 21210.02%0.12%0.24%Q3 2018Q3 202321
JANE STREET GROUP, LLC 710.00%0.02%0.10%Q4 2016Q3 202321
AdvisorNet Financial, Inc 21210.00%0.00%0.01%Q3 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 2010.00%0.00%0.03%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
MISSION WEALTH MANAGEMENT, LP 21210.01%0.10%0.32%Q1 2018Q1 202321
ASSETMARK, INC 20200.00%0.32%1.09%Q4 2018Q3 202320
Elm Partners Management LLC 20200.20%1.46%3.11%Q4 2018Q3 202320
BTS Asset Management, Inc. 720.06%9.87%38.30%Q2 2017Q3 202320
Kohmann Bosshard Financial Services, LLC 20200.07%2.22%3.24%Q3 2017Q2 202220
Columbus Macro, LLC 20200.47%1.49%2.87%Q4 2017Q3 202220
WealthPLAN Partners, LLC 1510.04%0.07%0.13%Q3 2018Q4 202319
PNC FINANCIAL SERVICES GROUP, INC. 19190.00%0.02%0.04%Q1 2019Q3 202319
CreativeOne Wealth, LLC 1010.02%0.45%1.74%Q2 2018Q2 202319
Parallel Advisors, LLC 1320.00%0.00%0.00%Q3 2018Q3 202319
Dynamic Advisor Solutions LLC 1270.03%0.11%0.29%Q3 2018Q3 202319
AMERIPRISE FINANCIAL INC 19190.00%0.02%0.04%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.02%0.07%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q1 2019Q2 202318
First Horizon Advisors, Inc. 1260.00%0.00%0.02%Q1 2019Q3 202318
Geneos Wealth Management Inc. 1710.00%0.02%0.06%Q1 2019Q3 202318
BlackRock Inc. 18180.00%0.00%0.01%Q3 2018Q4 202218
SEI INVESTMENTS CO 1350.00%0.57%0.85%Q1 2018Q3 202318
Aspire Private Capital, LLC 1320.00%0.04%0.26%Q4 2018Q3 202318
CITIGROUP INC 18180.00%0.00%0.01%Q2 2019Q3 202318
Global Retirement Partners, LLC 820.00%0.00%0.01%Q3 2018Q3 202317
MEEDER ASSET MANAGEMENT INC 1110.00%1.07%2.82%Q4 2018Q3 202317
American Portfolios Advisors 17170.00%0.02%0.08%Q3 2018Q3 202217
IndexIQ Advisors LLC 17170.00%0.36%2.51%Q1 2018Q1 202217
Perigon Wealth Management, LLC 1610.05%0.14%0.25%Q3 2011Q3 202317
MML INVESTORS SERVICES, LLC 1320.00%0.02%0.06%Q1 2019Q3 202317
FMR LLC 830.00%0.00%0.00%Q1 2019Q3 202317
Sowell Financial Services LLC 17170.02%0.19%0.66%Q3 2019Q3 202317
BerganKDV Wealth Management, LLC 1520.01%0.07%0.13%Q2 2018Q2 202317
SigFig Wealth Management, LLC 17170.02%2.25%3.69%Q3 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
VICTORY CAPITAL MANAGEMENT INC 1420.01%0.03%0.05%Q3 2019Q3 202316
MACKENZIE FINANCIAL CORP 910.00%0.02%0.03%Q1 2018Q3 202216
Sound Income Strategies, LLC 1420.01%0.90%2.99%Q3 2019Q3 202316
Citadel Advisors 410.00%0.00%0.01%Q2 2017Q3 202316
AE Wealth Management LLC 1420.00%0.02%0.15%Q3 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.03%Q4 2019Q3 202316
Employees Retirement System of Texas 16160.07%1.31%3.03%Q4 2016Q3 202016
RATIONAL ADVISORS LLC 16160.12%1.52%6.08%Q1 2018Q4 202116
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
COMERICA BANK 1210.00%0.00%0.01%Q2 2019Q3 202315
GOLDMAN SACHS GROUP INC 1230.00%0.03%0.10%Q4 2019Q3 202315
American Family Insurance Mutual Holding Co 1410.51%25.74%72.18%Q4 2019Q3 202315
B. Riley Wealth Advisors, Inc. 15150.01%0.04%0.14%Q3 2018Q1 202215
Prostatis Group LLC 15150.26%1.44%5.18%Q4 2019Q2 202315
COLTON GROOME FINANCIAL ADVISORS, LLC 1140.43%1.77%3.69%Q2 2019Q3 202315
Advisors Asset Management, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Koshinski Asset Management, Inc. 1320.04%0.06%0.08%Q4 2019Q3 202315
FLOW TRADERS U.S. LLC 410.02%0.93%2.32%Q4 2016Q1 202315
Mirae Asset Global Investments Co., Ltd. 1320.00%0.01%0.03%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.11%0.18%Q1 2020Q3 202315
FormulaFolio Investments, LLC 15150.05%3.76%9.89%Q4 2017Q2 202115
Donoghue Forlines LLC 1410.22%1.55%3.50%Q4 2019Q3 202315
STIFEL FINANCIAL CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Legacy Private Trust Co. 14140.10%0.66%1.32%Q4 2018Q1 202214
Atria Investments, Inc 710.02%0.09%0.26%Q2 2018Q2 202314
VOYA INVESTMENT MANAGEMENT LLC 14140.03%0.31%0.66%Q2 2020Q3 202314
MATHER GROUP, LLC. 14140.01%0.02%0.04%Q4 2018Q1 202214
Ameritas Investment Partners, Inc. 1130.00%0.00%0.01%Q1 2020Q3 202314
Bank of New York Mellon Corp 1040.00%0.00%0.01%Q3 2019Q3 202314
BANK OF MONTREAL /CAN/ 720.00%0.00%0.01%Q4 2018Q3 202314
Tower Research Capital LLC (TRC) 14140.00%0.00%0.01%Q2 2020Q3 202314
Csenge Advisory Group 810.02%0.18%0.76%Q1 2019Q3 202313
Summit Financial, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Global Wealth Management Investment Advisory, Inc. 1010.00%0.03%0.28%Q1 2019Q2 202313
Gradient Investments LLC 510.00%0.00%0.00%Q2 2018Q3 202313
Financial Gravity Asset Management, Inc. 1210.00%1.22%5.56%Q1 2020Q3 202313
AllSquare Wealth Management LLC 13130.00%0.00%0.00%Q1 2019Q1 202213
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
HighTower Advisors, LLC 630.00%0.01%0.02%Q4 2017Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.02%0.10%0.19%Q3 2020Q3 202313
Sargent Bickham Lagudis LLC 1030.00%0.01%0.04%Q2 2019Q3 202213
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
CAHILL FINANCIAL ADVISORS INC 12120.28%0.42%0.65%Q4 2020Q3 202312
ARGI Investment Services, LLC 12120.18%0.43%0.59%Q2 2019Q1 202212
AMERICAN CENTURY COMPANIES INC 12120.01%0.02%0.04%Q4 2020Q3 202312
RAYMOND JAMES TRUST N.A. 12120.01%0.01%0.01%Q3 2020Q2 202312
CAPTRUST FINANCIAL ADVISORS 1110.00%0.01%0.02%Q2 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
RWA WEALTH PARTNERS, LLC 610.11%1.04%1.55%Q2 2019Q3 202312
Onyx Bridge Wealth Group LLC 12120.14%2.70%7.71%Q4 2020Q3 202312
Virtue Capital Management, LLC 610.06%0.24%0.92%Q1 2019Q3 202312
First Allied Advisory Services, Inc. 12120.06%0.24%0.48%Q4 2017Q3 202012
Bogart Wealth, LLC 12120.05%0.37%2.70%Q4 2020Q3 202312
WEBSTER BANK, N. A. 12120.00%0.00%0.01%Q4 2020Q3 202312
NinePointTwo Capital LLC 12122.22%6.17%8.72%Q4 2020Q3 202312
WBI INVESTMENTS, LLC 510.15%6.53%11.22%Q2 2017Q4 202112
Cetera Investment Advisers 12120.01%0.04%0.09%Q4 2020Q3 202312
JACOBSON & SCHMITT ADVISORS, LLC 12120.25%0.61%0.90%Q2 2020Q1 202312
Trilogy Capital Inc. 12120.30%0.39%0.78%Q2 2019Q1 202212
Key FInancial Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
DAVENPORT & Co LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
COLONY GROUP LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Sandy Spring Bank 1110.00%0.00%0.00%Q4 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 1010.00%2.19%26.06%Q1 2019Q1 202312
Clark Capital Management Group, Inc. 1110.01%0.69%1.70%Q1 2019Q1 202212
VALLEY NATIONAL ADVISERS INC 1110.00%0.00%0.01%Q4 2019Q3 202312
COMMERCE BANK 12120.00%0.01%0.01%Q4 2020Q3 202312
CAPITAL INSIGHT PARTNERS, LLC 930.12%0.68%1.28%Q2 2020Q2 202312
True Link Financial Advisors, LLC 12120.14%0.17%0.21%Q4 2020Q3 202312
RIVERSEDGE ADVISORS, LLC 12120.10%1.61%2.10%Q4 2020Q3 202312
Kestra Advisory Services, LLC 11110.01%0.03%0.07%Q1 2021Q3 202311
Brookstone Capital Management 11110.01%1.43%4.81%Q1 2021Q3 202311
TOEWS CORP /ADV 610.42%1.28%2.46%Q3 2019Q2 202311
Ten Capital Wealth Advisors, LLC 11110.02%0.36%0.60%Q4 2020Q2 202311
Brinker Capital Investments, LLC 650.00%0.02%0.07%Q2 2018Q2 202111
Concord Wealth Partners 740.01%0.08%0.20%Q4 2020Q3 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2020Q3 202311
Advisory Services Network, LLC 610.00%0.01%0.06%Q4 2018Q1 202311
Koss-Olinger Consulting, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
Focused Wealth Management, Inc 740.00%0.04%0.24%Q1 2018Q3 202311
Financial Architects, Inc 11110.00%0.00%0.01%Q4 2017Q2 202011
Prime Capital Investment Advisors, LLC 650.00%0.01%0.02%Q4 2019Q3 202311
Windham Capital Management, LLC 11110.38%0.95%2.87%Q1 2021Q3 202311
BOK Financial Private Wealth, Inc. 830.00%0.05%0.11%Q1 2020Q4 202211
HHM Wealth Advisors, LLC 10100.06%0.09%0.17%Q2 2021Q3 202310
Strategic Financial Planning, Inc. 10100.20%3.83%4.90%Q4 2019Q1 202210
Capital Analysts, LLC 10100.00%1.24%2.37%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
Cetera Advisors LLC 420.01%0.01%0.02%Q3 2018Q3 202310
Private Capital Group, LLC 610.00%0.00%0.00%Q1 2019Q4 202110
Patriot Financial Group Insurance Agency, LLC 10100.00%0.05%0.09%Q1 2020Q2 202210
Boltwood Capital Management 10100.14%0.33%0.76%Q4 2019Q1 202210
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Whitcomb & Hess, Inc. 10100.20%2.59%3.75%Q2 2021Q3 202310
Qube Research & Technologies Ltd 10100.00%0.11%0.33%Q1 2020Q2 202210
WEDBUSH SECURITIES INC 10100.01%0.01%0.02%Q2 2021Q3 202310
Performa Ltd (US), LLC 10100.47%2.88%4.90%Q2 2021Q3 202310
NEXT Financial Group, Inc 610.06%0.12%0.31%Q1 2019Q4 202110
Migdal Insurance & Financial Holdings Ltd. 640.00%0.01%0.01%Q1 2017Q2 202310
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
SIGNATUREFD, LLC 730.00%0.00%0.00%Q2 2018Q2 202210
HENGEHOLD CAPITAL MANAGEMENT LLC 10100.03%0.08%0.11%Q2 2021Q3 202310
Bartlett & Co. LLC 820.00%0.00%0.00%Q1 2021Q4 202310
MACQUARIE GROUP LTD 990.00%0.00%0.00%Q3 2021Q3 20239
Tranquilli Financial Advisor LLC 540.20%0.81%1.33%Q4 2020Q3 20239
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Destiny Wealth Partners, LLC 990.02%1.24%2.80%Q4 2020Q4 20229
Kingsview Wealth Management, LLC 720.02%0.05%0.09%Q1 2019Q2 20219
QS Investors, LLC 990.07%0.09%0.12%Q2 2019Q2 20219
PERSONAL CFO SOLUTIONS, LLC 630.00%0.11%0.31%Q3 2019Q4 20219
PARK AVENUE SECURITIES LLC 610.01%0.01%0.02%Q1 2019Q4 20219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.01%0.01%Q1 2020Q1 20239
Advisor Group, Inc. 990.01%0.15%0.26%Q4 2017Q4 20199
Renaissance Technologies 810.00%0.00%0.01%Q2 2020Q4 20229
Larson Financial Group LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Sequoia Financial Advisors, LLC 810.00%0.03%0.08%Q2 2021Q3 20239
FRANKLIN RESOURCES INC 810.00%0.00%0.00%Q3 2018Q3 20219
Carroll Financial Associates, Inc. 810.00%0.18%0.81%Q2 2019Q4 20219
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q1 2021Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Mutual Advisors, LLC 510.01%0.07%0.17%Q2 2019Q3 20238
Laidlaw Wealth Management LLC 710.13%0.17%0.19%Q4 2020Q2 20238
Premise Capital, LLC 710.98%4.02%7.74%Q2 2018Q2 20208
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.04%0.09%Q1 2018Q4 20198
CALTON & ASSOCIATES, INC. 710.10%0.13%0.18%Q3 2020Q4 20228
DRAVO BAY LLC 882.74%2.86%3.08%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.03%0.04%0.04%Q4 2021Q3 20238
Curran Financial Partners, LLC 880.59%0.73%0.99%Q4 2021Q3 20238
FIFTH THIRD SECURITIES, INC. 610.02%0.11%0.39%Q3 2018Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.17%0.19%0.20%Q4 2021Q3 20238
Jefferies Group LLC 310.03%0.11%0.19%Q2 2019Q2 20228
Charles Schwab Trust Co 620.05%0.50%1.58%Q3 2019Q3 20218
Objective Capital Management, LLC 880.36%0.56%0.66%Q4 2021Q3 20238
Sage Advisory Services, Ltd.Co. 880.14%2.51%3.39%Q1 2020Q4 20218
LAKE STREET PRIVATE WEALTH, LLC 880.36%0.65%0.88%Q4 2021Q3 20238
Intrua Financial, LLC 880.08%0.15%0.21%Q1 2021Q4 20228
NewEdge Advisors, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Menard Financial Group LLC 620.32%0.79%3.74%Q4 2019Q4 20218
EverSource Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Spire Wealth Management 610.00%0.02%0.05%Q1 2021Q3 20238
Clearstead Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 520.00%0.00%0.00%Q2 2020Q1 20227
Lenox Wealth Advisors, LLC 610.00%0.00%0.00%Q3 2019Q4 20217
Gladstone Institutional Advisory LLC 770.11%0.13%0.15%Q4 2021Q2 20237
NextCapital Advisers, Inc. 773.06%5.77%7.53%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.00%0.01%0.04%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.05%0.39%0.76%Q2 2022Q3 20237
TCI Wealth Advisors, Inc. 610.00%0.00%0.01%Q4 2018Q3 20217
UBS ASSET MANAGEMENT AMERICAS INC 770.01%0.03%0.04%Q1 2018Q3 20197
Redhawk Wealth Advisors, Inc. 520.62%0.81%1.45%Q2 2019Q2 20217
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
Tidal Investments LLC 310.04%0.06%0.08%Q3 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Ameritas Investment Company, LLC 430.00%0.03%0.08%Q3 2019Q3 20217
Pinnacle Bancorp, Inc. 770.02%0.03%0.03%Q3 2020Q1 20227
State of New Jersey Common Pension Fund D 770.04%0.14%0.21%Q3 2020Q1 20227
Belpointe Asset Management LLC 770.03%0.05%0.14%Q3 2021Q1 20237
Horizons Wealth Management 770.19%2.32%4.63%Q2 2022Q4 20237
AlphaStar Capital Management, LLC 770.05%0.35%0.53%Q3 2020Q1 20227
Savant Capital, LLC 770.02%0.03%0.05%Q4 2019Q2 20217
Ahrens Investment Partners LLC 660.03%0.10%0.18%Q4 2021Q1 20236
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q4 20236
Berger Financial Group, Inc 510.02%0.11%0.32%Q4 2020Q3 20236
Vise Technologies, Inc. 660.18%0.22%0.29%Q2 2022Q3 20236
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
TWO SIGMA SECURITIES, LLC 210.01%0.02%0.05%Q4 2020Q1 20236
Northeast Financial Group, Inc. 660.90%1.03%1.24%Q4 2020Q1 20226
Global Financial Private Capital, Inc 660.00%0.13%0.43%Q1 2019Q2 20206
Sonora Investment Management, LLC 420.00%0.00%0.00%Q1 2020Q3 20216
BEACON FINANCIAL GROUP 660.05%0.07%0.10%Q4 2020Q1 20226
XML Financial, LLC 660.03%0.05%0.09%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.07%0.14%0.20%Q4 2019Q3 20216
Ackerman Capital Advisors, LLC 660.00%0.05%0.14%Q4 2018Q1 20206
ROCKLAND TRUST CO 660.04%0.13%0.21%Q2 2022Q3 20236
First Heartland Consultants, Inc. 660.02%0.67%1.81%Q2 2021Q3 20226
ARBOR TRUST WEALTH ADVISORS, LLC 660.14%0.47%0.91%Q1 2021Q2 20226
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.79%1.05%1.74%Q4 2020Q2 20236
Wealthfront Advisers LLC 660.00%0.02%0.08%Q2 2022Q3 20236
Creative Planning 310.00%0.00%0.00%Q2 2017Q3 20236
Mariner, LLC 420.00%0.00%0.01%Q3 2021Q2 20236
PRUDENTIAL PLC 420.18%0.38%0.75%Q3 2019Q3 20236
Carmichael Hill & Associates, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
State of Tennessee, Treasury Department 510.00%0.01%0.02%Q4 2017Q3 20226
My Legacy Advisors, LLC 660.10%0.58%1.32%Q1 2022Q2 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q3 2018Q3 20226
CLEAR INVESTMENT RESEARCH, LLC 660.02%0.02%0.03%Q1 2019Q2 20206
Simplicity Solutions, LLC 660.01%0.05%0.19%Q4 2019Q1 20216
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q4 20225
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.28%0.44%0.57%Q3 2020Q3 20215
LifePlan Financial Group, Inc 550.01%0.01%0.01%Q3 2019Q3 20205
Omega Financial Group, LLC 550.62%0.68%0.77%Q4 2018Q4 20195
Centennial Wealth Advisory LLC 550.15%0.23%0.32%Q4 2020Q4 20215
Gemmer Asset Management LLC 410.00%0.03%0.10%Q3 2017Q3 20195
KORNITZER CAPITAL MANAGEMENT INC /KS 550.01%0.01%0.01%Q4 2019Q4 20205
Savior LLC 410.00%0.01%0.02%Q4 2019Q2 20215
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q4 2018Q4 20225
THEORY FINANCIAL LLC 320.29%1.96%4.06%Q4 2021Q1 20235
Endurance Wealth Management, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
IAG Wealth Partners, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
tru Independence LLC 310.00%0.01%0.02%Q4 2019Q2 20215
Pinnacle Advisory Group, Inc. 320.01%0.05%0.07%Q4 2019Q1 20215
Orion Portfolio Solutions, LLC 310.00%0.01%0.04%Q4 2019Q2 20235
Knuff & Co LLC 550.00%0.00%0.00%Q4 2018Q4 20195
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Bluefin Trading, LLC 410.02%0.73%1.60%Q4 2017Q1 20195
OPPENHEIMER & CO INC 310.01%0.02%0.04%Q1 2021Q4 20225
Marion Wealth Management 551.75%2.34%3.19%Q3 2022Q3 20235
Econ Financial Services Corp 210.29%1.59%3.24%Q1 2019Q4 20225
Avion Wealth 550.00%0.00%0.01%Q1 2020Q1 20215
Invesco Ltd. 410.02%0.02%0.03%Q4 2020Q4 20225
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 441.00%1.54%1.90%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Blue Trust, Inc. 440.00%0.00%0.00%Q3 2022Q2 20234
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Professional Financial Advisors, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RBA Wealth Management, LLC 220.12%0.13%0.14%Q3 2020Q1 20224
Cedar Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
GRIMES & COMPANY, INC. 444.76%4.87%4.94%Q1 2019Q4 20194
Fiduciary Planning LLC 310.00%0.24%0.94%Q4 2019Q1 20214
PIN OAK INVESTMENT ADVISORS INC 440.01%0.01%0.01%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.02%Q2 2020Q3 20234
Marquette Asset Management, LLC 310.00%0.01%0.02%Q1 2019Q3 20214
GSB Wealth Management, LLC 440.53%0.63%0.90%Q1 2021Q4 20214
Sage Capital Advisors,llc 440.12%0.14%0.20%Q4 2020Q3 20214
Cercano Management LLC 441.84%1.98%2.13%Q4 2022Q3 20234
Strategic Blueprint, LLC 310.02%0.08%0.14%Q2 2021Q1 20234
Foothills Asset Management, Ltd. 441.96%2.03%2.16%Q2 2019Q1 20204
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20194
Adams Wealth Management 440.08%0.10%0.11%Q3 2022Q2 20234
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
Spectrum Management Group, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
UMB Bank, n.a. 310.00%0.00%0.00%Q2 2022Q2 20234
WealthOne, LLC 310.15%0.31%0.62%Q4 2018Q1 20204
Empowered Funds, LLC 210.45%1.75%2.97%Q4 2020Q4 20224
Shilanski & Associates, Inc. 440.61%0.68%0.79%Q2 2019Q1 20204
SSI INVESTMENT MANAGEMENT LLC 440.01%0.03%0.08%Q1 2019Q4 20194
Merit Financial Group, LLC 210.01%0.11%0.34%Q2 2018Q3 20234
Farther Finance Advisors, LLC 440.05%0.10%0.19%Q4 2022Q3 20234
HOWE & RUSLING INC 210.00%0.00%0.00%Q3 2019Q3 20214
Arkadios Wealth Advisors 440.06%0.07%0.07%Q1 2021Q4 20214
Realta Investment Advisors 440.01%0.06%0.13%Q1 2019Q4 20194
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Prospera Financial Services Inc 220.01%0.01%0.01%Q1 2022Q3 20234
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
Aaron Wealth Advisors LLC 310.17%0.36%0.57%Q4 2020Q1 20224
AlphaCore Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Revisor Wealth Management LLC 332.19%2.36%2.52%Q1 2023Q3 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q4 20203
Meridian Wealth Partners, LLC 330.03%0.06%0.10%Q3 2020Q1 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.08%0.11%Q4 2021Q2 20223
Evergreen Advisors, LLC 335.37%5.49%5.58%Q2 2019Q4 20193
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.03%0.06%Q3 2022Q1 20233
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q3 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
AVANTAX ADVISORY SERVICES, INC. 210.00%0.00%0.01%Q2 2021Q3 20233
Aveo Capital Partners, LLC 110.06%0.87%1.29%Q4 2018Q4 20213
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
ETRADE Capital Management LLC 330.04%0.06%0.08%Q1 2020Q3 20203
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
CENTRAL TRUST Co 210.00%0.00%0.00%Q2 2019Q3 20223
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q4 20223
KARLINSKI ANDREW C 330.01%0.01%0.02%Q4 2021Q2 20223
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2018Q3 20183
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q3 20233
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
Eudaimonia Partners, LLC 330.01%0.03%0.06%Q3 2020Q1 20213
JNBA Financial Advisors 210.00%0.00%0.00%Q1 2021Q4 20213
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.01%Q2 2021Q4 20213
PETRA FINANCIAL ADVISORS INC 210.32%0.38%0.42%Q4 2022Q3 20233
ACUTE INVESTMENT ADVISORY, LLC 330.50%3.48%8.93%Q4 2021Q2 20223
Concorde Asset Management, LLC 330.17%0.19%0.21%Q2 2020Q4 20203
FSB PREMIER WEALTH MANAGEMENT, INC. 210.06%0.15%0.26%Q4 2020Q4 20213
Crabel Capital Management, LLC 210.05%0.20%0.40%Q1 2021Q2 20233
Frontier Wealth Management LLC 330.05%0.12%0.16%Q3 2018Q1 20193
Winfield Associates, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Capital Wealth Planning, LLC 210.04%0.04%0.05%Q2 2019Q1 20203
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2021Q4 20223
CNB Bank 110.00%0.00%0.01%Q2 2019Q3 20213
CAPE COD FIVE CENTS SAVINGS BANK 330.19%0.47%0.92%Q1 2022Q3 20223
Veery Capital, LLC 330.25%0.88%1.38%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
FinTrust Capital Advisors, LLC 210.00%0.00%0.00%Q2 2021Q3 20223
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
WT Wealth Management 330.85%0.95%1.12%Q3 2019Q1 20203
Foundations Investment Advisors, LLC 210.01%0.01%0.02%Q2 2020Q2 20233
Allspring Global Investments Holdings, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
PFG Advisors 330.03%0.03%0.03%Q1 2023Q3 20233
Plante Moran Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.01%Q4 2017Q2 20183
MONECO Advisors, LLC 330.14%0.14%0.15%Q1 2023Q3 20233
Selective Wealth Management, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
River Wealth Advisors LLC 330.00%0.00%0.01%Q2 2018Q4 20183
WealthPlan Investment Management, LLC 210.04%0.04%0.04%Q1 2022Q4 20223
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2019Q4 20193
Cape Investment Advisory, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
TRUST CO OF VERMONT 210.00%0.00%0.00%Q1 2021Q4 20213
OTA Financial Group L.P. 210.53%1.41%2.28%Q1 2020Q4 20203
Strategic Wealth Partners, Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
OLD MISSION CAPITAL LLC 330.03%0.07%0.12%Q4 2022Q2 20233
IRON Financial LLC 210.70%1.00%1.40%Q1 2018Q3 20203
McIlrath & Eck, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
OPPENHEIMER ASSET MANAGEMENT INC. 210.00%0.00%0.00%Q1 2020Q4 20203
Coppell Advisory Solutions LLC 210.00%0.02%0.05%Q4 2022Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Accurate Wealth Management, LLC 330.12%0.14%0.16%Q4 2022Q2 20233
MGO ONE SEVEN LLC 210.04%0.05%0.06%Q3 2021Q1 20233
Advisors Capital Management, LLC 210.01%0.22%0.63%Q2 2021Q3 20223
OneDigital Investment Advisors LLC 220.02%0.02%0.02%Q3 2020Q4 20202
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 220.40%0.48%0.55%Q2 2022Q3 20222
Verition Fund Management LLC 220.00%0.01%0.01%Q1 2023Q2 20232
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Stratos Investment Management, LLC 220.05%0.05%0.06%Q3 2021Q4 20212
FIRST FINANCIAL CORP /IN/ 220.00%0.01%0.01%Q2 2020Q3 20202
Ascent Group, LLC 110.05%0.06%0.06%Q4 2021Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Covenant Partners, LLC 220.11%0.11%0.12%Q3 2019Q4 20192
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q3 2021Q4 20212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Lindbrook Capital, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Missouri Trust & Investment Co 220.00%0.00%0.01%Q4 2021Q1 20222
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Ruggie Capital Group 110.00%0.90%1.81%Q4 2018Q3 20202
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
HRT FINANCIAL LP 220.02%0.02%0.02%Q1 2021Q2 20212
Royal Fund Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20212
Advisors Preferred, LLC 220.49%0.80%1.11%Q4 2017Q1 20182
Colonial Trust Co / SC 220.00%0.00%0.00%Q4 2022Q1 20232
Baystate Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
BARCLAYS PLC 110.00%0.00%0.00%Q3 2019Q2 20212
Sierra Capital LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q3 2019Q4 20212
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Crescent Capital Consulting, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
Mendota Financial Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Camarda Financial Advisors, LLC 220.05%0.05%0.05%Q1 2019Q2 20192
Stratos Wealth Advisors, LLC 220.03%0.04%0.04%Q1 2021Q2 20212
FEDERAL RESERVE BANK OF NEW YORK 220.94%0.95%0.97%Q4 2020Q1 20212
Headlands Technologies LLC 220.00%0.09%0.18%Q1 2023Q2 20232
Wright Fund Management, LLC 222.53%2.88%3.24%Q2 2023Q3 20232
McKinley Carter Wealth Services, Inc. 220.02%0.02%0.02%Q4 2022Q1 20232
BlueCrest Capital Management Ltd 110.27%1.71%3.14%Q4 2020Q4 20222
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.04%0.04%0.04%Q1 2019Q2 20192
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
Boyd Wealth Management, LLC 114.31%5.09%5.88%Q1 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 110.00%0.01%0.01%Q3 2018Q4 20212
Ellevest, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.01%Q1 2020Q2 20202
Redwood Investment Management, LLC 221.92%3.39%4.86%Q1 2019Q2 20192
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q3 2020Q4 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Castleview Partners, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Kalos Management, Inc. 110.08%0.14%0.19%Q1 2021Q1 20222
Arrow Investment Advisors, LLC 220.18%0.18%0.18%Q2 2021Q3 20212
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
MGO Private Wealth, LLC 220.13%0.13%0.13%Q3 2022Q4 20222
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q2 2018Q3 20182
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
AMERICAN NATIONAL BANK 220.00%0.00%0.00%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Vectors Research Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q3 20202
Banque Cantonale Vaudoise 220.00%0.00%0.00%Q2 2023Q3 20232
Leucadia National 220.05%0.37%0.70%Q4 2022Q1 20232
Gainplan LLC 220.53%0.67%0.81%Q2 2019Q3 20192
Horan Capital Advisors, LLC. 220.00%0.01%0.02%Q3 2019Q4 20192
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Lido Advisors, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2022Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.01%0.01%0.01%Q3 2021Q4 20212
Dorsey & Whitney Trust CO LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Raleigh Capital Management Inc. 110.04%0.10%0.16%Q4 2021Q2 20222
Advisory Alpha, LLC 220.04%0.08%0.12%Q3 2021Q4 20212
TCWP LLC 220.02%0.06%0.11%Q4 2021Q1 20222
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q3 2021Q4 20212
COLUMBIA ADVISORY PARTNERS LLC 110.23%0.28%0.34%Q4 2021Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TOWNSQUARE CAPITAL LLC 110.06%0.06%0.07%Q4 2021Q2 20232
VisionPoint Advisory Group, LLC 220.40%0.52%0.64%Q1 2023Q2 20232
Leelyn Smith, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Mid-American Wealth Advisory Group, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
CIM, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Latitude Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CATALYST PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Apeiron RIA LLC 110.08%0.08%0.08%Q2 2022Q2 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q1 2020Q1 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
WEALTHSOURCE PARTNERS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
BROWN WEALTH MANAGEMENT, LLC 111.64%1.64%1.64%Q2 2023Q2 20231
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RFG Advisory, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kensington Asset Management, LLC 113.71%3.71%3.71%Q2 2023Q2 20231
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
NVWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Simplicity Wealth,LLC 110.26%0.26%0.26%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Virtu Financial LLC 110.02%0.02%0.02%Q3 2018Q3 20181
GeoWealth Management, LLC 110.55%0.55%0.55%Q3 2019Q3 20191
Global Assets Advisory, LLC 110.44%0.44%0.44%Q1 2023Q1 20231
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Carlsbad Wealth Advisory Group, Inc. 111.14%1.14%1.14%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sentinus, LLC 110.23%0.23%0.23%Q2 2023Q2 20231
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Squarepoint Ops LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Level Financial Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Krilogy Financial LLC 110.02%0.02%0.02%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
IAMS WEALTH MANAGEMENT, LLC 111.80%1.80%1.80%Q2 2023Q2 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FIRST HAWAIIAN BANK 110.02%0.02%0.02%Q1 2019Q1 20191
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.04%0.04%0.04%Q2 2020Q2 20201
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Red Tortoise LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CONTINENTAL INVESTORS SERVICES, INC. 110.36%0.36%0.36%Q2 2023Q2 20231
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2019Q1 20191
First PREMIER Bank 110.00%0.00%0.00%Q1 2019Q1 20191
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
O'Brien Wealth Partners LLC 110.24%0.24%0.24%Q2 2022Q2 20221
RHS Financial, LLC 110.44%0.44%0.44%Q1 2020Q1 20201
CHOREO, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Tevis Investment Management 110.02%0.02%0.02%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2021Q3 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Hutchens & Kramer Investment Management Group, LLC 112.67%2.67%2.67%Q1 2023Q1 20231
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Independent Advisor Alliance 110.10%0.10%0.10%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Fulcrum Equity Management 110.39%0.39%0.39%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Transform Wealth, LLC 110.43%0.43%0.43%Q1 2020Q1 20201
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CoreFirst Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Delta Investment Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAM Advisory, LLC 111.24%1.24%1.24%Q2 2021Q2 20211
Trust Co 110.00%0.00%0.00%Q1 2021Q1 20211
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
Financial Enhancement Group LLC 111.88%1.88%1.88%Q4 2022Q4 20221
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
Worth Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Genesee Capital Advisors, LLC 111.24%1.24%1.24%Q2 2021Q2 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
External links

This page lists all the filers that currently own DBX ETF TR or have owned DBX ETF TR in the past.