Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.15% | Q3 2020 | Q2 2023 | 15 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ROYAL BANK OF CANADA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.40% | 0.54% | 0.63% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MCMILLION CAPITAL MANAGEMENT INC | 11 | 11 | 0.27% | 0.79% | 1.29% | Q4 2020 | Q2 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.01% | 0.49% | 0.90% | Q2 2020 | Q3 2022 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q4 2022 | 10 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 8 | 2 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q2 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Tower Research Capital LLC (TRC) | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Cordasco Financial Network | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q2 2022 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Clear Creek Financial Management, LLC | 5 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2022 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Mutual Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 6 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Financial Advocates Investment Management | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.02% | 0.07% | 0.20% | Q3 2020 | Q3 2021 | 5 |
Intercontinental Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Traynor Capital Management, Inc. | 3 | 3 | 0.17% | 0.34% | 0.45% | Q4 2020 | Q2 2021 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Capital Market Strategies LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2021 | Q2 2021 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 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.