Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 120 |
Citadel Advisors | 26 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 90 |
JANE STREET GROUP, LLC | 31 | 7 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 89 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.11% | 0.88% | Q4 2015 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2023 | 61 |
TOTH FINANCIAL ADVISORY CORP | 40 | 40 | 0.05% | 0.23% | 0.60% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 22 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
HAP Trading, LLC | 14 | 1 | 0.00% | 0.06% | 0.28% | Q1 2018 | Q3 2023 | 34 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.16% | 1.19% | Q3 2013 | Q3 2023 | 33 |
UBS Group AG | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
Creative Planning | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 29 |
Capital Analysts, LLC | 17 | 9 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q3 2020 | 26 |
SIMPLEX TRADING, LLC | 18 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 25 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2022 | 21 |
Traynor Capital Management, Inc. | 12 | 2 | 0.21% | 1.12% | 2.52% | Q4 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.24% | 0.96% | Q2 2013 | Q2 2023 | 21 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 20 |
XR Securities LLC | 13 | 1 | 0.01% | 0.15% | 0.87% | Q3 2018 | Q3 2023 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 20 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 18 |
Crewe Advisors LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HRT FINANCIAL LP | 7 | 1 | 0.02% | 0.20% | 0.46% | Q4 2017 | Q3 2023 | 16 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.04% | 0.23% | Q3 2018 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 6 | 6 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2022 | 14 |
Meridian Wealth Management, LLC | 8 | 6 | 0.01% | 0.09% | 0.35% | Q2 2019 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Harvest Investment Services, LLC | 10 | 1 | 0.19% | 0.55% | 1.01% | Q4 2018 | Q2 2022 | 13 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 13 |
Polaris Wealth Advisory Group, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 12 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 7 | 1 | 0.32% | 4.38% | 9.64% | Q1 2018 | Q1 2022 | 11 |
BANK OF AMERICA CORP /DE/ | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 11 |
Horan Securities, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.04% | 0.24% | Q4 2014 | Q3 2023 | 10 |
Morse Asset Management, Inc | 10 | 10 | 0.06% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 10 |
BARCLAYS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.14% | 0.95% | Q1 2020 | Q2 2023 | 10 |
IMC-Chicago, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Spire Wealth Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Mariner, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.16% | 0.33% | 0.46% | Q2 2017 | Q1 2019 | 8 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2022 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 7 |
First Western Capital Management Co | 7 | 7 | 0.09% | 0.14% | 0.19% | Q1 2014 | Q3 2015 | 7 |
Westwood Wealth Management | 6 | 6 | 0.00% | 1.43% | 3.13% | Q2 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 7 |
AE Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
TAP Consulting, LLC | 4 | 2 | 0.05% | 0.06% | 0.10% | Q2 2021 | Q2 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 6 |
Integrated Advisors Network LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Archford Capital Strategies, LLC | 6 | 6 | 0.05% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
Snowden Capital Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 5 |
Quantbot Technologies LP | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
Weaver Consulting Group | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Beech Hill Advisors, Inc. | 2 | 1 | 0.11% | 0.18% | 0.33% | Q2 2013 | Q3 2015 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Advisors Preferred, LLC | 5 | 5 | 1.38% | 1.97% | 2.26% | Q2 2014 | Q2 2015 | 5 |
X-Square Capital, LLC | 4 | 1 | 0.16% | 0.71% | 1.03% | Q3 2020 | Q2 2022 | 5 |
HOEY INVESTMENTS, INC | 4 | 1 | 0.06% | 0.59% | 1.11% | Q2 2022 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q2 2018 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q1 2022 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 4 |
Jump Financial, LLC | 4 | 4 | 0.04% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
UNITED MARITIME CAPITAL LLC | 2 | 1 | 0.29% | 0.61% | 1.14% | Q2 2021 | Q3 2022 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 4 |
F3Logic, LLC | 3 | 1 | 0.03% | 0.14% | 0.48% | Q3 2020 | Q4 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 4 |
McGuire Investment Group, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WELLS FARGO & COMPANY/MN | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 4 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q2 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.12% | 0.27% | 0.39% | Q4 2019 | Q2 2020 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q1 2021 | 3 |
Rollins Financial | 3 | 3 | 0.15% | 0.29% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.10% | 0.16% | 0.23% | Q1 2022 | Q3 2022 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.03% | 0.14% | 0.37% | Q2 2014 | Q2 2017 | 3 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.04% | 0.16% | 0.25% | Q4 2019 | Q4 2022 | 3 |
Procyon Advisors, LLC | 2 | 1 | 0.06% | 0.20% | 0.46% | Q1 2021 | Q4 2021 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.01% | 0.05% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.99% | 1.04% | 1.12% | Q2 2020 | Q4 2020 | 3 |
Timber Hill LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Seamans Capital Management, LLC | 3 | 3 | 3.82% | 4.28% | 4.76% | Q1 2015 | Q3 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 1 | 2.23% | 2.54% | 2.91% | Q1 2021 | Q1 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
Bluesphere Advisors, LLC | 3 | 3 | 1.43% | 1.64% | 1.94% | Q2 2022 | Q4 2022 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PayPay Securities Corp | 3 | 3 | 3.25% | 4.55% | 5.76% | Q1 2023 | Q3 2023 | 3 |
XY Capital Ltd | 2 | 2 | 1.02% | 1.53% | 2.04% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 2 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q2 2019 | Q1 2020 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Silverleafe Capital Partners, LLC | 2 | 2 | 0.37% | 0.56% | 0.75% | Q3 2021 | Q4 2021 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BURNEY CO/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.94% | 1.60% | 2.26% | Q1 2021 | Q3 2021 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
LMR Partners LLP | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 2 |
Retirement Planning Co of New England, Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KG&L Capital Management,LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2023 | 2 |
Doyle Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Capital Investment Counsel, Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Taika Capital, LP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
JACOBS & CO/CA | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2019 | Q2 2019 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Savior LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CMT TRADING LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2015 | Q4 2015 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own DIREXION SHS ETF TR or have owned DIREXION SHS ETF TR in the past.