Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2020 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 25 |
Invesco Ltd. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 24 |
GUGGENHEIM CAPITAL LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2020 | 21 |
Koshinski Asset Management, Inc. | 17 | 3 | 0.01% | 0.43% | 0.88% | Q1 2015 | Q2 2020 | 20 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
RAYMOND JAMES & ASSOCIATES | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 18 |
WEDBUSH SECURITIES INC | 14 | 3 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q4 2019 | 17 |
Creative Planning | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 16 |
BANK OF AMERICA CORP /DE/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
SIT INVESTMENT ASSOCIATES INC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2020 | 16 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 14 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.02% | 0.36% | 2.12% | Q4 2015 | Q1 2020 | 14 |
LPL Financial LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2018 | 12 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 12 |
Advisor Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 9 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2020 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2020 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
OPPENHEIMER & CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 8 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 7 |
Cetera Advisors LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.10% | 0.37% | 0.85% | Q2 2016 | Q3 2017 | 6 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q1 2018 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 4 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 4 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2020 | 4 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2014 | Q1 2016 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.04% | 0.07% | 0.12% | Q3 2014 | Q1 2015 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 3 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AT Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own DUFF & PHELPS SLCT ENGY MLP or have owned DUFF & PHELPS SLCT ENGY MLP in the past.