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/ 30300.00%0.03%0.06%Q1 2017Q2 202430
MORGAN STANLEY 29290.00%0.00%0.00%Q2 2017Q2 202429
IFP Advisors, Inc 2010.00%0.08%0.35%Q1 2016Q2 202429
UBS Group AG 29290.00%0.00%0.01%Q2 2017Q2 202429
WELLS FARGO & COMPANY/MN 29290.00%0.10%0.31%Q2 2017Q2 202429
Horizon Investments, LLC 14140.02%1.08%2.88%Q2 2017Q2 202428
FOUNDERS FINANCIAL SECURITIES LLC 1740.08%0.38%1.58%Q2 2017Q2 202427
Front Row Advisors LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
ROYAL BANK OF CANADA 26260.00%0.03%0.06%Q1 2018Q2 202426
Charles Schwab Investment Advisory, Inc. 26260.37%0.87%2.36%Q4 2017Q1 202426
FDx Advisors, Inc. 26260.01%0.23%0.58%Q1 2018Q2 202426
Valmark Advisers, Inc. 26261.49%2.79%3.69%Q1 2018Q2 202426
MANUFACTURERS LIFE INSURANCE COMPANY, THE 26260.02%0.26%0.54%Q1 2018Q2 202426
RAYMOND JAMES & ASSOCIATES 26260.00%0.00%0.01%Q1 2018Q2 202426
US BANCORP \DE\ 26260.00%0.00%0.00%Q1 2018Q2 202426
CWM, LLC 15110.00%0.01%0.09%Q4 2017Q2 202426
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q4 2017Q2 202426
DEUTSCHE BANK AG\ 26260.00%0.03%0.07%Q1 2018Q2 202426
Avior Wealth Management, LLC 25250.05%0.33%0.52%Q2 2018Q2 202425
Financial Management Professionals, Inc. 25250.00%0.00%0.00%Q2 2018Q2 202425
FIFTH THIRD BANCORP 2410.00%0.09%0.16%Q4 2017Q2 202425
REGIONS FINANCIAL CORP 25250.03%0.11%0.17%Q2 2018Q2 202425
Fisher Asset Management, LLC 25250.00%0.08%0.28%Q4 2017Q4 202325
BNP PARIBAS FINANCIAL MARKETS 2040.00%0.01%0.03%Q1 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.03%Q3 2018Q2 202424
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q1 2017Q2 202424
Betterment LLC 24240.00%0.01%0.02%Q3 2018Q2 202424
Allworth Financial LP 24240.00%0.00%0.00%Q3 2018Q2 202424
Cambridge Investment Research Advisors, Inc. 24240.01%0.03%0.05%Q3 2018Q2 202424
JANE STREET GROUP, LLC 710.00%0.02%0.10%Q4 2016Q2 202424
LPL Financial LLC 24240.00%0.02%0.07%Q3 2018Q2 202424
AdvisorNet Financial, Inc 24240.00%0.00%0.01%Q3 2018Q2 202424
ENVESTNET ASSET MANAGEMENT INC 24240.02%0.11%0.24%Q3 2018Q2 202424
JPMORGAN CHASE & CO 24240.00%0.00%0.00%Q3 2018Q2 202424
Elm Partners Management LLC 23230.20%1.80%4.46%Q4 2018Q2 202423
PFS INVESTMENTS INC. 23230.02%0.72%1.82%Q4 2017Q2 202323
Stratos Wealth Partners, LTD. 2210.00%0.02%0.04%Q1 2018Q4 202323
ASSETMARK, INC 23230.00%0.29%1.09%Q4 2018Q2 202423
BTS Asset Management, Inc. 720.06%15.91%62.94%Q2 2017Q2 202423
Dynamic Advisor Solutions LLC 1570.03%0.12%0.29%Q3 2018Q2 202422
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.02%0.04%Q1 2019Q2 202422
Citadel Advisors 410.00%0.00%0.01%Q2 2017Q1 202422
AMERIPRISE FINANCIAL INC 22220.00%0.01%0.04%Q1 2019Q2 202422
Parallel Advisors, LLC 1620.00%0.00%0.00%Q3 2018Q2 202422
Aspire Private Capital, LLC 1620.00%0.03%0.26%Q4 2018Q2 202421
Rockefeller Capital Management L.P. 1830.00%0.00%0.00%Q1 2019Q2 202421
First Horizon Advisors, Inc. 1290.00%0.00%0.02%Q1 2019Q2 202421
Geneos Wealth Management Inc. 2010.00%0.02%0.06%Q1 2019Q2 202421
Steward Partners Investment Advisory, LLC 21210.00%0.00%0.00%Q2 2019Q2 202421
MISSION WEALTH MANAGEMENT, LP 21210.01%0.10%0.32%Q1 2018Q1 202321
CITIGROUP INC 21210.00%0.00%0.01%Q2 2019Q2 202421
WealthPLAN Partners, LLC 1510.04%0.07%0.13%Q3 2018Q2 202421
Ashton Thomas Private Wealth, LLC 1610.02%0.58%3.32%Q1 2019Q2 202420
SigFig Wealth Management, LLC 20200.02%1.91%3.69%Q3 2019Q2 202420
TSFG, LLC 20200.00%0.02%0.07%Q1 2019Q4 202320
Columbus Macro, LLC 20200.47%1.49%2.87%Q4 2017Q3 202220
Kohmann Bosshard Financial Services, LLC 20200.07%2.22%3.24%Q3 2017Q2 202220
Global Retirement Partners, LLC 1020.00%0.00%0.01%Q3 2018Q2 202420
MML INVESTORS SERVICES, LLC 1320.00%0.02%0.06%Q1 2019Q2 202420
Sowell Financial Services LLC 20200.02%0.17%0.66%Q3 2019Q2 202420
FMR LLC 1130.00%0.00%0.00%Q1 2019Q2 202420
Perigon Wealth Management, LLC 1910.04%0.12%0.25%Q3 2011Q2 202420
Raymond James Financial Services Advisors, Inc. 19190.00%0.01%0.02%Q4 2019Q2 202419
CreativeOne Wealth, LLC 1010.02%0.45%1.74%Q2 2018Q2 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.01%Q4 2019Q2 202419
VICTORY CAPITAL MANAGEMENT INC 1720.01%0.03%0.05%Q3 2019Q2 202419
Sound Income Strategies, LLC 1720.01%0.76%2.99%Q3 2019Q2 202419
COLTON GROOME FINANCIAL ADVISORS, LLC 1170.14%1.52%3.69%Q2 2019Q2 202418
GOLDMAN SACHS GROUP INC 1530.00%0.04%0.11%Q4 2019Q2 202418
Employees Retirement System of Texas 1620.01%1.32%3.03%Q4 2016Q2 202418
Donoghue Forlines LLC 1710.22%1.46%3.50%Q4 2019Q2 202418
BlackRock Finance, Inc. 18180.00%0.00%0.01%Q3 2018Q4 202218
RATIONAL ADVISORS LLC 1620.12%1.76%6.08%Q1 2018Q2 202418
COMERICA BANK 1220.00%0.00%0.01%Q2 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.01%0.10%0.18%Q1 2020Q2 202418
SEI INVESTMENTS CO 1350.00%0.57%0.85%Q1 2018Q3 202318
TRUIST FINANCIAL CORP 18180.00%0.02%0.03%Q4 2019Q1 202418
Atria Investments, Inc 710.02%0.08%0.26%Q2 2018Q2 202417
STIFEL FINANCIAL CORP 17170.00%0.00%0.00%Q2 2020Q2 202417
AE Wealth Management LLC 1520.00%0.02%0.15%Q3 2019Q4 202317
Ameritas Investment Partners, Inc. 1430.00%0.00%0.01%Q1 2020Q2 202417
VOYA INVESTMENT MANAGEMENT LLC 17170.03%0.28%0.66%Q2 2020Q2 202417
BerganKDV Wealth Management, LLC 1520.01%0.07%0.13%Q2 2018Q2 202317
IndexIQ Advisors LLC 17170.00%0.36%2.51%Q1 2018Q1 202217
Mirae Asset Global Investments Co., Ltd. 1340.00%0.01%0.03%Q3 2018Q1 202417
American Family Insurance Mutual Holding Co 1610.51%22.81%72.18%Q4 2019Q1 202417
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
Tower Research Capital LLC (TRC) 17170.00%0.00%0.01%Q2 2020Q2 202417
Bank of New York Mellon Corp 1070.00%0.00%0.01%Q3 2019Q2 202417
Financial Gravity Asset Management, Inc. 1510.00%1.77%5.56%Q1 2020Q2 202416
Koshinski Asset Management, Inc. 1310.04%0.06%0.08%Q4 2019Q2 202416
Miracle Mile Advisors, LLC 16160.01%0.09%0.19%Q3 2020Q2 202416
MACKENZIE FINANCIAL CORP 910.00%0.02%0.03%Q1 2018Q3 202216
MATHER GROUP, LLC. 1420.00%0.02%0.04%Q4 2018Q2 202416
Hexagon Capital Partners LLC 16160.00%0.01%0.04%Q3 2020Q2 202416
Advisors Asset Management, Inc. 16160.00%0.00%0.00%Q1 2020Q4 202316
HighTower Advisors, LLC 730.00%0.01%0.02%Q4 2017Q2 202416
B. Riley Wealth Advisors, Inc. 1510.01%0.04%0.14%Q3 2018Q2 202416
HANTZ FINANCIAL SERVICES, INC. 16160.00%0.00%0.00%Q1 2020Q4 202316
Gradient Investments LLC 810.00%0.00%0.00%Q2 2018Q2 202416
BANK OF MONTREAL /CAN/ 720.00%0.00%0.01%Q4 2018Q4 202316
FLOW TRADERS U.S. LLC 410.02%0.93%2.32%Q4 2016Q1 202315
Bogart Wealth, LLC 15150.04%0.31%2.70%Q4 2020Q2 202415
Newbridge Financial Services Group, Inc. 15150.00%0.00%0.01%Q3 2020Q1 202415
RWA WEALTH PARTNERS, LLC 610.11%0.86%1.55%Q2 2019Q2 202415
TUCKER ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
RIVERSEDGE ADVISORS, LLC 15150.06%1.30%2.10%Q4 2020Q2 202415
Onyx Bridge Wealth Group LLC 15150.14%2.42%7.71%Q4 2020Q2 202415
WEBSTER BANK, N. A. 15150.00%0.00%0.01%Q4 2020Q2 202415
Sandy Spring Bank 1410.00%0.00%0.00%Q4 2019Q2 202415
Prostatis Group LLC 15150.26%1.44%5.18%Q4 2019Q2 202315
FormulaFolio Investments, LLC 15150.05%3.76%9.89%Q4 2017Q2 202115
Key FInancial Inc 15150.00%0.00%0.00%Q4 2020Q2 202415
DAVENPORT & Co LLC 15150.00%0.01%0.01%Q4 2020Q2 202415
AMERICAN CENTURY COMPANIES INC 15150.01%0.03%0.04%Q4 2020Q2 202415
Concord Wealth Partners 770.01%0.07%0.20%Q4 2020Q2 202414
Prime Capital Investment Advisors, LLC 860.00%0.01%0.02%Q4 2019Q2 202414
Windham Capital Management, LLC 14140.38%1.22%2.87%Q1 2021Q2 202414
Brookstone Capital Management 14140.01%1.13%4.81%Q1 2021Q2 202414
Cetera Investment Advisers 14140.01%0.04%0.09%Q4 2020Q1 202414
Summit Financial, LLC 1310.01%0.04%0.05%Q3 2020Q1 202414
Kestra Advisory Services, LLC 14140.01%0.02%0.07%Q1 2021Q2 202414
Legacy Private Trust Co. 14140.10%0.66%1.32%Q4 2018Q1 202214
TOEWS CORP /ADV 610.42%1.24%2.46%Q3 2019Q2 202414
HHM Wealth Advisors, LLC 13130.00%0.08%0.17%Q2 2021Q2 202413
Global Wealth Management Investment Advisory, Inc. 1010.00%0.03%0.28%Q1 2019Q2 202313
NinePointTwo Capital LLC 13132.22%6.17%8.72%Q4 2020Q4 202313
Koss-Olinger Consulting, LLC 1210.03%0.05%0.06%Q1 2021Q2 202413
Whitcomb & Hess, Inc. 13130.19%2.04%3.75%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.02%0.03%Q1 2021Q2 202413
BOK Financial Private Wealth, Inc. 820.00%0.04%0.11%Q1 2020Q2 202413
WEDBUSH SECURITIES INC 13130.01%0.01%0.02%Q2 2021Q2 202413
Performa Ltd (US), LLC 13130.47%3.95%9.16%Q2 2021Q2 202413
GPS Wealth Strategies Group, LLC 760.00%0.00%0.00%Q1 2021Q2 202413
Csenge Advisory Group 810.02%0.18%0.76%Q1 2019Q3 202313
HENGEHOLD CAPITAL MANAGEMENT LLC 13130.03%0.08%0.11%Q2 2021Q2 202413
COMMERCE BANK 13130.00%0.01%0.01%Q4 2020Q4 202313
AllSquare Wealth Management LLC 13130.00%0.00%0.00%Q1 2019Q1 202213
Sargent Bickham Lagudis LLC 1030.00%0.01%0.04%Q2 2019Q3 202213
COLONY GROUP LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 1110.00%0.01%0.02%Q2 2020Q3 202312
Larson Financial Group LLC 12120.00%0.01%0.02%Q3 2021Q2 202412
Clark Capital Management Group, Inc. 1110.01%0.69%1.70%Q1 2019Q1 202212
Focused Wealth Management, Inc 840.00%0.04%0.24%Q1 2018Q4 202312
First Allied Advisory Services, Inc. 12120.06%0.24%0.48%Q4 2017Q3 202012
RAYMOND JAMES TRUST N.A. 12120.01%0.01%0.01%Q3 2020Q2 202312
CAPITAL INSIGHT PARTNERS, LLC 930.12%0.68%1.28%Q2 2020Q2 202312
Virtue Capital Management, LLC 610.06%0.24%0.92%Q1 2019Q3 202312
Cerity Partners OCIO LLC 12120.18%0.43%0.59%Q2 2019Q1 202212
Tranquilli Financial Advisor LLC 750.20%0.83%1.33%Q4 2020Q2 202412
LIBERTY WEALTH MANAGEMENT LLC 1010.00%2.19%26.06%Q1 2019Q1 202312
Cetera Advisor Networks LLC 1110.00%0.01%0.02%Q2 2020Q4 202312
VALLEY NATIONAL ADVISERS INC 1110.00%0.00%0.01%Q4 2019Q3 202312
WBI INVESTMENTS, LLC 510.15%6.53%11.22%Q2 2017Q4 202112
Advisory Services Network, LLC 610.00%0.01%0.06%Q4 2018Q4 202312
CAHILL FINANCIAL ADVISORS INC 12120.28%0.42%0.65%Q4 2020Q3 202312
BARTLETT & CO. WEALTH MANAGEMENT LLC 1020.00%0.00%0.00%Q1 2021Q2 202412
Investors Research Corp 12120.00%0.00%0.00%Q3 2021Q2 202412
JACOBSON & SCHMITT ADVISORS, LLC 12120.25%0.61%0.90%Q2 2020Q1 202312
AGF Investments LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Capital Analysts, LLC 1020.00%1.03%2.37%Q4 2020Q2 202412
Trilogy Capital Inc. 12120.30%0.39%0.78%Q2 2019Q1 202212
True Link Financial Advisors, LLC 12120.14%0.17%0.21%Q4 2020Q3 202312
FARMERS & MERCHANTS INVESTMENTS INC 11110.00%0.00%0.00%Q2 2021Q4 202311
Congress Wealth Management LLC / DE / 11110.03%0.04%0.04%Q4 2021Q2 202411
C2C Wealth Management, LLC 11110.17%0.50%1.41%Q4 2021Q2 202411
FIFTH THIRD SECURITIES, INC. 910.02%0.10%0.39%Q3 2018Q2 202411
Curran Financial Partners, LLC 11110.59%0.72%0.99%Q4 2021Q2 202411
Ten Capital Wealth Advisors, LLC 11110.02%0.36%0.60%Q4 2020Q2 202311
EverSource Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Renaissance Technologies 810.00%0.01%0.01%Q2 2020Q2 202411
SIGNATUREFD, LLC 710.00%0.00%0.00%Q2 2018Q2 202411
NewEdge Advisors, LLC 11110.01%0.02%0.04%Q4 2021Q2 202411
Kelly Financial Services LLC 11110.00%0.01%0.03%Q3 2019Q1 202211
Financial Architects, Inc 11110.00%0.00%0.01%Q4 2017Q2 202011
Brinker Capital Investments, LLC 650.00%0.02%0.07%Q2 2018Q2 202111
LAKE STREET PRIVATE WEALTH, LLC 11110.36%0.65%0.88%Q4 2021Q2 202411
PARK AVENUE SECURITIES LLC 610.00%0.01%0.02%Q1 2019Q2 202411
DRAVO BAY LLC 11112.62%2.81%3.08%Q4 2021Q2 202411
Spire Wealth Management 610.00%0.02%0.05%Q1 2021Q2 202411
Amundi 11110.00%0.00%0.00%Q4 2021Q2 202411
Cetera Advisors LLC 520.01%0.01%0.03%Q3 2018Q4 202311
Clearstead Advisors, LLC 11110.00%0.03%0.32%Q4 2021Q2 202411
Qube Research & Technologies Ltd 10100.00%0.11%0.33%Q1 2020Q2 202210
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q1 2021Q2 202410
Mutual Advisors, LLC 510.01%0.07%0.17%Q2 2019Q1 202410
WCG Wealth Advisors LLC 990.04%0.29%0.76%Q2 2022Q2 202410
MACQUARIE GROUP LTD 10100.00%0.01%0.05%Q3 2021Q4 202310
Bartlett & Co. LLC 820.00%0.00%0.00%Q1 2021Q4 202310
Patriot Financial Group Insurance Agency, LLC 10100.00%0.05%0.09%Q1 2020Q2 202210
Private Capital Group, LLC 610.00%0.00%0.00%Q1 2019Q4 202110
Boltwood Capital Management 10100.14%0.33%0.76%Q4 2019Q1 202210
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
Objective Capital Management, LLC 10100.24%0.50%0.66%Q4 2021Q1 202410
Atria Wealth Solutions, Inc. 10100.00%0.01%0.04%Q1 2022Q2 202410
Strategic Financial Planning, Inc. 10100.20%3.83%4.90%Q4 2019Q1 202210
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Advisor Group, Inc. 990.01%0.15%0.26%Q4 2017Q4 20199
Sequoia Financial Advisors, LLC 810.00%0.03%0.08%Q2 2021Q3 20239
ROCKLAND TRUST CO 990.01%0.09%0.21%Q2 2022Q2 20249
QS Investors, LLC 990.07%0.09%0.12%Q2 2019Q2 20219
Destiny Wealth Partners, LLC 990.02%1.24%2.80%Q4 2020Q4 20229
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
Creative Planning 410.00%0.00%0.00%Q2 2017Q2 20249
Wealthfront Advisers LLC 990.00%0.04%0.10%Q2 2022Q2 20249
Vise Technologies, Inc. 990.11%0.19%0.29%Q2 2022Q2 20249
Horizons Wealth Management 990.19%1.85%4.63%Q2 2022Q2 20249
PRUDENTIAL PLC 720.18%0.40%0.75%Q3 2019Q2 20249
Tidal Investments LLC 410.01%0.05%0.08%Q3 2021Q2 20249
Kingsview Wealth Management, LLC 720.02%0.05%0.09%Q1 2019Q2 20219
PERSONAL CFO SOLUTIONS, LLC 630.00%0.11%0.31%Q3 2019Q4 20219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 810.00%0.01%0.01%Q1 2020Q1 20239
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Premise Capital, LLC 710.98%4.02%7.74%Q2 2018Q2 20208
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.79%1.14%1.74%Q4 2020Q1 20248
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.04%0.09%Q1 2018Q4 20198
Menard Financial Group LLC 620.32%0.79%3.74%Q4 2019Q4 20218
Charles Schwab Trust Co 620.05%0.50%1.58%Q3 2019Q3 20218
BARRETT & COMPANY, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Laidlaw Wealth Management LLC 710.13%0.17%0.19%Q4 2020Q2 20238
Intrua Financial, LLC 880.08%0.15%0.21%Q1 2021Q4 20228
Sage Advisory Services, Ltd.Co. 880.14%2.51%3.39%Q1 2020Q4 20218
Marion Wealth Management 881.54%2.05%3.19%Q3 2022Q2 20248
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20238
Jefferies Group LLC 310.03%0.11%0.19%Q2 2019Q2 20228
XML Financial, LLC 880.03%0.05%0.09%Q2 2022Q1 20248
CALTON & ASSOCIATES, INC. 710.10%0.13%0.18%Q3 2020Q4 20228
Pinnacle Bancorp, Inc. 770.02%0.03%0.03%Q3 2020Q1 20227
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
Adams Wealth Management 430.06%0.08%0.11%Q3 2022Q2 20247
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.05%Q4 2020Q1 20247
Merit Financial Group, LLC 510.01%0.06%0.34%Q2 2018Q2 20247
Gladstone Institutional Advisory LLC 770.11%0.13%0.15%Q4 2021Q2 20237
Farther Finance Advisors, LLC 770.01%0.06%0.19%Q4 2022Q2 20247
Lenox Wealth Advisors, LLC 610.00%0.00%0.00%Q3 2019Q4 20217
Savant Capital, LLC 770.02%0.03%0.05%Q4 2019Q2 20217
Carmichael Hill & Associates, Inc. 770.00%0.00%0.00%Q2 2022Q4 20237
NextCapital Advisers, Inc. 773.06%5.77%7.53%Q4 2020Q2 20227
TCI Wealth Advisors, Inc. 610.00%0.00%0.01%Q4 2018Q3 20217
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 770.01%0.03%0.04%Q1 2018Q3 20197
Cercano Management LLC 771.45%1.82%2.13%Q4 2022Q2 20247
Bedel Financial Consulting, Inc. 520.00%0.00%0.00%Q2 2020Q1 20227
Redhawk Wealth Advisors, Inc. 520.62%0.81%1.45%Q2 2019Q2 20217
AlphaStar Capital Management, LLC 770.05%0.35%0.53%Q3 2020Q1 20227
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q4 2022Q2 20247
Strategic Blueprint, LLC 310.02%0.06%0.14%Q2 2021Q2 20247
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q3 2018Q4 20237
Belpointe Asset Management LLC 770.03%0.05%0.14%Q3 2021Q1 20237
State of New Jersey Common Pension Fund D 770.04%0.14%0.21%Q3 2020Q1 20227
Richard W. Paul & Associates, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
MGO ONE SEVEN LLC 310.02%0.06%0.16%Q3 2021Q2 20246
Allspring Global Investments Holdings, LLC 660.00%0.03%0.07%Q1 2023Q2 20246
PIN OAK INVESTMENT ADVISORS INC 660.01%0.01%0.01%Q4 2022Q1 20246
Silicon Valley Capital Partners 660.00%0.00%0.00%Q4 2022Q1 20246
Glen Eagle Advisors, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
PFG Advisors 660.03%0.03%0.05%Q1 2023Q2 20246
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
First Heartland Consultants, Inc. 660.02%0.67%1.81%Q2 2021Q3 20226
Revisor Wealth Management LLC 660.57%1.92%2.52%Q1 2023Q2 20246
AVANTAX ADVISORY SERVICES, INC. 420.00%0.01%0.01%Q2 2021Q2 20246
Householder Group Estate & Retirement Specialist, LLC 410.00%0.00%0.01%Q3 2022Q2 20246
Ackerman Capital Advisors, LLC 660.00%0.05%0.14%Q4 2018Q1 20206
Ahrens Investment Partners LLC 660.03%0.10%0.18%Q4 2021Q1 20236
CLEAR INVESTMENT RESEARCH, LLC 660.02%0.02%0.03%Q1 2019Q2 20206
Cascadia Advisory Services, LLC 310.07%0.14%0.20%Q4 2019Q3 20216
ARBOR TRUST WEALTH ADVISORS, LLC 660.14%0.47%0.91%Q1 2021Q2 20226
Simplicity Solutions, LLC 660.01%0.05%0.19%Q4 2019Q1 20216
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2019Q4 20236
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
Wealthcare Advisory Partners LLC 310.00%0.01%0.01%Q4 2019Q2 20246
Mariner, LLC 420.00%0.00%0.01%Q3 2021Q2 20236
Global Financial Private Capital, Inc 660.00%0.13%0.43%Q1 2019Q2 20206
Berger Financial Group, Inc 510.02%0.11%0.32%Q4 2020Q3 20236
State of Tennessee, Department of Treasury 510.00%0.01%0.02%Q4 2017Q3 20226
Veery Capital, LLC 660.25%1.47%2.16%Q1 2023Q2 20246
My Legacy Advisors, LLC 660.10%0.58%1.32%Q1 2022Q2 20236
Northeast Financial Group, Inc. 660.90%1.03%1.24%Q4 2020Q1 20226
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Plante Moran Financial Advisors, LLC 310.00%0.00%0.00%Q4 2020Q2 20246
Retirement Investment Advisors, Inc. 551.00%1.59%1.90%Q4 2022Q4 20235
Gemmer Asset Management LLC 410.00%0.03%0.10%Q3 2017Q3 20195
IAG Wealth Partners, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Fortis Group Advisors, LLC 410.00%0.00%0.00%Q3 2020Q2 20245
VisionPoint Advisory Group, LLC 320.40%0.77%1.02%Q1 2023Q2 20245
Endurance Wealth Management, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Orion Portfolio Solutions, LLC 310.00%0.01%0.04%Q4 2019Q2 20235
Coppell Advisory Solutions LLC 310.00%0.01%0.05%Q4 2022Q2 20245
Avion Wealth 550.00%0.00%0.01%Q1 2020Q1 20215
Centennial Wealth Advisory LLC 550.15%0.23%0.32%Q4 2020Q4 20215
LifePlan Financial Group, Inc 550.01%0.01%0.01%Q3 2019Q3 20205
Banque Cantonale Vaudoise 550.00%0.00%0.00%Q2 2023Q2 20245
Blue Trust, Inc. 410.00%0.00%0.00%Q3 2022Q4 20235
Ocean Park Asset Management, LLC 552.53%3.40%3.83%Q2 2023Q2 20245
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q4 20235
Arkadios Wealth Advisors 410.02%0.06%0.07%Q1 2021Q2 20245
THEORY FINANCIAL LLC 320.29%1.96%4.06%Q4 2021Q1 20235
Omega Financial Group, LLC 550.62%0.68%0.77%Q4 2018Q4 20195
Transamerica Financial Advisors, Inc. 310.00%0.00%0.00%Q4 2018Q4 20225
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Savior LLC 410.00%0.01%0.02%Q4 2019Q2 20215
Mendota Financial Group, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Knuff & Co LLC 550.00%0.00%0.00%Q4 2018Q4 20195
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.28%0.44%0.57%Q3 2020Q3 20215
Beacon Pointe Advisors, LLC 410.00%0.01%0.01%Q1 2023Q2 20245
Pinnacle Advisory Group, Inc. 320.01%0.05%0.07%Q4 2019Q1 20215
Prospera Financial Services Inc 320.01%0.01%0.01%Q1 2022Q4 20235
OLD MISSION CAPITAL LLC 320.03%0.09%0.16%Q4 2022Q2 20245
Castleview Partners, LLC 310.00%0.01%0.02%Q2 2021Q2 20245
Boyd Wealth Management, LLC 413.92%4.60%5.88%Q1 2023Q2 20245
Davis Capital Management 320.00%0.01%0.02%Q1 2020Q2 20245
Bluefin Trading, LLC 410.02%0.73%1.60%Q4 2017Q1 20195
Invesco Ltd. 410.02%0.02%0.03%Q4 2020Q4 20225
tru Independence LLC 310.00%0.01%0.02%Q4 2019Q2 20215
Econ Financial Services Corp 210.29%1.59%3.24%Q1 2019Q4 20225
OPPENHEIMER & CO INC 310.01%0.02%0.04%Q1 2021Q4 20225
KORNITZER CAPITAL MANAGEMENT INC /KS 550.01%0.01%0.01%Q4 2019Q4 20205
Stonebridge Capital Advisors LLC 210.00%0.00%0.00%Q1 2021Q4 20225
Foothills Asset Management, Ltd. 441.96%2.03%2.16%Q2 2019Q1 20204
Aveo Capital Partners, LLC 110.03%0.66%1.29%Q4 2018Q4 20234
TORONTO DOMINION BANK 310.00%0.00%0.00%Q1 2018Q2 20244
Cedar Wealth Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
RBA Wealth Management, LLC 220.12%0.13%0.14%Q3 2020Q1 20224
Fiduciary Planning LLC 310.00%0.24%0.94%Q4 2019Q1 20214
Professional Financial Advisors, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
Venturi Wealth Management, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20194
Marquette Asset Management, LLC 310.00%0.01%0.02%Q1 2019Q3 20214
Kensington Asset Management, LLC 311.90%3.04%4.63%Q2 2023Q2 20244
HOWE & RUSLING INC 210.00%0.00%0.00%Q3 2019Q3 20214
Glassman Wealth Services 440.00%0.00%0.00%Q1 2021Q4 20214
SSI INVESTMENT MANAGEMENT LLC 440.01%0.03%0.08%Q1 2019Q4 20194
Simplicity Wealth,LLC 310.01%0.12%0.26%Q4 2022Q2 20244
ORG Partners LLC 310.00%0.00%0.00%Q2 2023Q2 20244
Realta Investment Advisors 440.01%0.06%0.13%Q1 2019Q4 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2022Q2 20244
WealthOne, LLC 310.15%0.31%0.62%Q4 2018Q1 20204
Sage Capital Advisors,llc 440.12%0.14%0.20%Q4 2020Q3 20214
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
AlphaCore Capital LLC 440.00%0.00%0.00%Q1 2023Q4 20234
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20244
Spectrum Management Group, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
Empowered Funds, LLC 210.45%1.75%2.97%Q4 2020Q4 20224
NBC SECURITIES, INC. 440.02%0.02%0.02%Q3 2023Q2 20244
Aaron Wealth Advisors LLC 310.17%0.36%0.57%Q4 2020Q1 20224
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Impact Partnership Wealth, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Private Advisor Group, LLC 310.00%0.01%0.02%Q2 2020Q3 20234
GSB Wealth Management, LLC 440.53%0.63%0.90%Q1 2021Q4 20214
Shilanski & Associates, Inc. 440.61%0.68%0.79%Q2 2019Q1 20204
Cape Investment Advisory, Inc. 310.00%0.01%0.02%Q1 2023Q1 20244
Hutchens & Kramer Investment Management Group, LLC 310.24%0.96%2.67%Q1 2023Q2 20244
GRIMES & COMPANY, INC. 444.76%4.87%4.94%Q1 2019Q4 20194
Envestnet Portfolio Solutions, Inc. 440.03%0.04%0.05%Q3 2023Q2 20244
Crabel Capital Management, LLC 210.05%0.25%0.42%Q1 2021Q4 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
BENJAMIN F. EDWARDS & COMPANY, INC. 310.00%0.00%0.00%Q2 2022Q1 20244
UMB Bank, n.a. 310.00%0.00%0.00%Q2 2022Q2 20234
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
CENTRAL TRUST Co 210.00%0.00%0.00%Q2 2019Q3 20223
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
TRUST CO OF VERMONT 210.00%0.00%0.00%Q1 2021Q4 20213
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2021Q3 20223
Headlands Technologies LLC 210.00%0.07%0.18%Q1 2023Q4 20233
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q4 20203
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2019Q4 20193
Evergreen Advisors, LLC 335.37%5.49%5.58%Q2 2019Q4 20193
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
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
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.08%0.11%Q4 2021Q2 20223
River Wealth Advisors LLC 330.00%0.00%0.01%Q2 2018Q4 20183
Eukles Asset Management 330.00%0.00%0.00%Q2 2019Q4 20193
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Frontier Wealth Management LLC 330.05%0.12%0.16%Q3 2018Q1 20193
HRT FINANCIAL LP 210.02%0.02%0.02%Q1 2021Q2 20243
Fortitude Family Office, LLC 330.03%0.03%0.04%Q4 2023Q2 20243
PETRA FINANCIAL ADVISORS INC 210.32%0.38%0.42%Q4 2022Q3 20233
Wiser Advisor Group LLC 331.98%2.06%2.12%Q4 2023Q2 20243
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q4 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.03%0.06%Q3 2022Q1 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.01%Q2 2021Q4 20213
Advisors Capital Management, LLC 210.01%0.22%0.63%Q2 2021Q3 20223
McIlrath & Eck, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
WETZEL INVESTMENT ADVISORS, INC. 330.01%0.01%0.01%Q4 2023Q2 20243
FinTrust Capital Advisors, LLC 210.00%0.00%0.00%Q2 2021Q3 20223
WealthPlan Investment Management, LLC 210.04%0.04%0.04%Q1 2022Q4 20223
WT Wealth Management 330.85%0.95%1.12%Q3 2019Q1 20203
Colony Group, LLC 330.04%0.06%0.09%Q4 2023Q2 20243
FOUNDATIONS INVESTMENT ADVISORS, LLC 210.01%0.01%0.02%Q2 2020Q2 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
IRON Financial LLC 210.70%1.00%1.40%Q1 2018Q3 20203
Eudaimonia Partners, LLC 330.01%0.03%0.06%Q3 2020Q1 20213
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2021Q3 20233
TD PRIVATE CLIENT WEALTH LLC 330.14%0.19%0.22%Q4 2023Q2 20243
Strategic Wealth Partners, Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
Focus Financial Network, Inc. 210.01%0.01%0.01%Q2 2023Q2 20243
Sentinus, LLC 210.22%0.23%0.23%Q2 2023Q2 20243
Winfield Associates, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
CNB Bank 110.00%0.00%0.01%Q2 2019Q3 20213
Meridian Wealth Partners, LLC 330.03%0.06%0.10%Q3 2020Q1 20213
OTA Financial Group L.P. 210.53%1.41%2.28%Q1 2020Q4 20203
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2021Q4 20223
CAPE COD FIVE CENTS SAVINGS BANK 330.19%0.47%0.92%Q1 2022Q3 20223
Capital Wealth Planning, LLC 210.04%0.04%0.05%Q2 2019Q1 20203
ETRADE Capital Management LLC 330.04%0.06%0.08%Q1 2020Q3 20203
OPPENHEIMER ASSET MANAGEMENT INC. 210.00%0.00%0.00%Q1 2020Q4 20203
PRINCIPAL SECURITIES, INC. 330.01%0.07%0.10%Q4 2023Q2 20243
Global Financial Private Client, LLC 330.14%0.15%0.16%Q4 2023Q2 20243
JNBA Financial Advisors 210.00%0.00%0.00%Q1 2021Q4 20213
KARLINSKI ANDREW C 330.01%0.01%0.02%Q4 2021Q2 20223
FSB PREMIER WEALTH MANAGEMENT, INC. 210.06%0.15%0.26%Q4 2020Q4 20213
Accurate Wealth Management, LLC 330.12%0.14%0.16%Q4 2022Q2 20233
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
Federation des caisses Desjardins du Quebec 330.00%0.00%0.00%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q2 2019Q3 20192
Advisors Preferred, LLC 220.49%0.80%1.11%Q4 2017Q1 20182
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20212
McKinley Carter Wealth Services, Inc. 220.02%0.02%0.02%Q4 2022Q1 20232
Global Assets Advisory, LLC 110.04%0.24%0.44%Q1 2023Q1 20242
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.04%0.04%0.04%Q1 2019Q2 20192
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
REILLY FINANCIAL ADVISORS, LLC 110.00%0.01%0.01%Q3 2018Q4 20212
Ruggie Capital Group 110.00%0.90%1.81%Q4 2018Q3 20202
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Missouri Trust & Investment Co 220.00%0.00%0.01%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
Ascent Group, LLC 110.05%0.06%0.06%Q4 2021Q2 20222
Christopher J. Hasenberg, Inc 220.00%0.00%0.00%Q1 2024Q2 20242
Kalos Management, Inc. 110.08%0.14%0.19%Q1 2021Q1 20222
PSI Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
FIRST FINANCIAL CORP /IN/ 220.00%0.01%0.01%Q2 2020Q3 20202
Verition Fund Management LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Leelyn Smith, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
TOWNSQUARE CAPITAL LLC 110.06%0.06%0.07%Q4 2021Q2 20232
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q2 2018Q3 20182
COLUMBIA ADVISORY PARTNERS LLC 110.23%0.28%0.34%Q4 2021Q3 20232
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 220.40%0.48%0.55%Q2 2022Q3 20222
Aspen Grove Capital, LLC 220.06%0.06%0.07%Q1 2024Q2 20242
McAdam, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Vectors Research Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Stratos Investment Management, LLC 220.05%0.05%0.06%Q3 2021Q4 20212
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q3 20202
Covenant Partners, LLC 220.11%0.11%0.12%Q3 2019Q4 20192
Hobbs Group Advisors, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Gainplan LLC 220.53%0.67%0.81%Q2 2019Q3 20192
Horan Capital Advisors, LLC. 220.00%0.01%0.02%Q3 2019Q4 20192
LINCOLN NATIONAL CORP 110.00%0.00%0.01%Q4 2022Q1 20242
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
Dorsey & Whitney Trust CO LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Raleigh Capital Management Inc. 110.04%0.10%0.16%Q4 2021Q2 20222
TCWP LLC 220.02%0.06%0.11%Q4 2021Q1 20222
Royal Fund Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q3 2021Q4 20212
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Sierra Capital LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BARCLAYS PLC 110.00%0.00%0.00%Q3 2019Q2 20212
Baird Financial Group, Inc. 110.00%0.01%0.01%Q3 2019Q2 20242
Advisory Alpha, LLC 220.04%0.08%0.12%Q3 2021Q4 20212
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.01%0.01%0.01%Q3 2021Q4 20212
OneDigital Investment Advisors LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Ellevest, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
World Investment Advisors, LLC 220.03%0.05%0.07%Q1 2024Q2 20242
Stewardship Advisors, LLC 226.00%6.05%6.11%Q1 2024Q2 20242
Leucadia National 220.05%0.37%0.70%Q4 2022Q1 20232
AMERICAN NATIONAL BANK & TRUST 220.00%0.00%0.00%Q4 2021Q1 20222
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
HAZLETT, BURT & WATSON, INC. 110.00%0.01%0.01%Q4 2022Q2 20242
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2022Q3 20232
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Tidemark, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
MGO Private Wealth, LLC 220.13%0.13%0.13%Q3 2022Q4 20222
Arrow Investment Advisors, LLC 220.18%0.18%0.18%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.01%Q1 2020Q2 20202
AQR Capital Management 220.01%0.01%0.01%Q1 2024Q2 20242
First Pacific Financial 220.00%0.00%0.00%Q4 2023Q1 20242
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
FEDERAL RESERVE BANK OF NEW YORK 220.94%0.95%0.97%Q4 2020Q1 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Baystate Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Colonial Trust Co / SC 220.00%0.00%0.00%Q4 2022Q1 20232
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q3 2020Q4 20202
Redwood Investment Management, LLC 221.92%3.39%4.86%Q1 2019Q2 20192
CVA Family Office, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BlueCrest Capital Management Ltd 110.27%1.71%3.14%Q4 2020Q4 20222
Security Financial Services, INC. 220.10%0.11%0.11%Q1 2024Q2 20242
Lido Advisors, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q3 2021Q4 20212
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
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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.02%0.05%Q4 2022Q2 20242
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Lloyd Advisory Services, LLC. 110.04%0.04%0.04%Q2 2020Q2 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Holdings 110.20%0.20%0.20%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
GODSEY & GIBB, INC 110.00%0.00%0.00%Q3 2021Q3 20211
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
RFG Advisory, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FSA Wealth Management LLC 110.00%0.00%0.00%Q1 2024Q1 20241
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q1 2020Q1 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
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
CacheTech Inc. 110.06%0.06%0.06%Q2 2024Q2 20241
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Carlsbad Wealth Advisory Group, Inc. 111.14%1.14%1.14%Q2 2023Q2 20231
Independent Advisor Alliance 110.10%0.10%0.10%Q4 2019Q4 20191
Apeiron RIA LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BROWN, LISLE/CUMMINGS, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Planned Solutions, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
BROWN WEALTH MANAGEMENT, LLC 111.64%1.64%1.64%Q2 2023Q2 20231
GeoWealth Management, LLC 110.55%0.55%0.55%Q3 2019Q3 20191
Financial Enhancement Group LLC 111.88%1.88%1.88%Q4 2022Q4 20221
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
SevenBridge Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROCKY MOUNTAIN ADVISERS, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
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
ING GROEP NV 110.03%0.03%0.03%Q2 2024Q2 20241
Carnegie Investment Counsel 110.01%0.01%0.01%Q1 2022Q1 20221
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
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
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
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q2 2024Q2 20241
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
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q4 2023Q4 20231
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
CoreFirst Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Relative Value Partners Group, LLC 110.58%0.58%0.58%Q2 2024Q2 20241
Mid-American Wealth Advisory Group, Inc. 110.18%0.18%0.18%Q4 2021Q4 20211
FIRST HAWAIIAN BANK 110.02%0.02%0.02%Q1 2019Q1 20191
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Anfield Capital Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Trexquant Investment LP 110.01%0.01%0.01%Q2 2023Q2 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q2 2022Q2 20221
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CATALYST PRIVATE WEALTH, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Delta Investment Management, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IAMS WEALTH MANAGEMENT, LLC 111.80%1.80%1.80%Q2 2023Q2 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q2 2024Q2 20241
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
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
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Worth Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TILIA FIDUCIARY PARTNERS, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Squar Milner Financial Services 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
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
Virtu Financial LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Financial Perspectives, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
Latitude Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Thomas J. Herzfeld Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Camelot Portfolios, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Level Financial Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Life Planning Partners, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2019Q1 20191
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Trust Co 110.00%0.00%0.00%Q1 2021Q1 20211
First PREMIER Bank 110.00%0.00%0.00%Q1 2019Q1 20191
Regal Investment Advisors LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Genesee Capital Advisors, LLC 111.24%1.24%1.24%Q2 2021Q2 20211
WR Wealth Planners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
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
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
WEALTHSOURCE PARTNERS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
NVWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
American Family Investments, Inc. 110.74%0.74%0.74%Q2 2024Q2 20241
Squarepoint Ops LLC 110.02%0.02%0.02%Q3 2023Q3 20231
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
LAFFER TENGLER INVESTMENTS, INC. 110.00%0.00%0.00%Q1 2024Q1 20241
Imprint Wealth LLC 110.16%0.16%0.16%Q1 2024Q1 20241
CIM, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.02%0.02%0.02%Q2 2024Q2 20241
RHS Financial, LLC 110.44%0.44%0.44%Q1 2020Q1 20201
Schubert & Co 110.03%0.03%0.03%Q1 2023Q1 20231
CHOREO, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Tennessee Valley Asset Management Partners 110.00%0.00%0.00%Q4 2023Q4 20231
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2024Q2 20241
Moors & Cabot, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
Tevis Investment Management 110.02%0.02%0.02%Q4 2021Q4 20211
1620 INVESTMENT ADVISORS, INC. 110.01%0.01%0.01%Q2 2024Q2 20241
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
CONTINENTAL INVESTORS SERVICES, INC. 110.36%0.36%0.36%Q2 2023Q2 20231
Krilogy Financial LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Red Tortoise LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2019Q2 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Bradley & Co. Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

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