| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Brookstone Capital Management | 14 | 14 | 0.17% | 0.33% | 0.83% | Q2 2020 | Q3 2023 | 14 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| MGO ONE SEVEN LLC | 14 | 14 | 0.02% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
| Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
| Cetera Advisor Networks LLC | 9 | 9 | 0.02% | 0.11% | 0.20% | Q3 2021 | Q3 2023 | 9 |
| UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
| Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
| Pensionmark Financial Group, LLC | 6 | 6 | 0.11% | 0.17% | 0.24% | Q2 2021 | Q3 2022 | 6 |
| Aveo Capital Partners, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2021 | 5 |
| Fulcrum Equity Management | 2 | 1 | 0.11% | 0.24% | 0.36% | Q2 2020 | Q3 2022 | 5 |
| J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 4 |
| MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.80% | 1.04% | Q4 2022 | Q3 2023 | 4 |
| OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
| BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
| Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.08% | 0.25% | Q2 2020 | Q4 2020 | 3 |
| Private Advisor Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
| AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
| Bison Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
| B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Foundations Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Indiana Trust & Investment Management CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| Capital Wealth Planning, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
| FormulaFolio Investments, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.