Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 34 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.15% | 0.83% | Q3 2013 | Q2 2021 | 27 |
LPL Financial LLC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 26 |
UBS Group AG | 15 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 25 |
WELLS FARGO & COMPANY/MN | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 22 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2019 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 12 | 0.03% | 0.30% | 0.70% | Q4 2013 | Q3 2016 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 5 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2018 | 12 |
Global Retirement Partners, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 12 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2021 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Arcus Capital Partners, LLC | 6 | 5 | 0.02% | 0.32% | 1.37% | Q4 2015 | Q1 2022 | 11 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
BANK OF AMERICA CORP /DE/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2017 | 9 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.04% | 0.12% | 0.19% | Q3 2020 | Q2 2022 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
NATIONAL PLANNING CORP | 7 | 7 | 0.05% | 0.25% | 0.48% | Q1 2014 | Q3 2015 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q1 2016 | 7 |
Constellation Wealth Advisors, LLC | 7 | 7 | 0.72% | 0.93% | 1.06% | Q1 2014 | Q3 2015 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 5 |
Advisor Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
FDx Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
CIDEL ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2016 | 4 |
Virtu Financial LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 2.91% | 3.97% | 5.08% | Q2 2015 | Q1 2016 | 4 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
HANTZ FINANCIAL SERVICES, INC. | 3 | 3 | 0.01% | 0.94% | 1.94% | Q4 2021 | Q2 2022 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 0.52% | 0.96% | 1.68% | Q4 2014 | Q2 2015 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q4 2017 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 4.97% | 5.44% | 5.91% | Q2 2015 | Q3 2015 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2015 | Q3 2015 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.11% | 0.18% | 0.24% | Q2 2015 | Q4 2015 | 2 |
WFG Advisors, LP | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2015 | Q1 2016 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2015 | Q4 2015 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
AXS Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.