ETF SER SOLUTIONS shareholder history

Current and past ETF SER SOLUTIONS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1820.00%0.00%0.01%Q2 2015Q3 202370
Cutler Group LLC / CA 1810.00%0.03%0.26%Q4 2015Q3 202358
Citadel Advisors 1410.00%0.00%0.03%Q2 2016Q3 202351
UBS Group AG 32320.00%0.01%0.10%Q4 2015Q3 202349
JANE STREET GROUP, LLC 2710.00%0.01%0.04%Q3 2015Q3 202346
WOLVERINE TRADING, LLC 710.00%0.01%0.03%Q3 2017Q3 202343
ROYAL BANK OF CANADA 34340.00%0.00%0.01%Q2 2015Q3 202337
Parallax Volatility Advisers, L.P. 12120.00%0.02%0.12%Q4 2020Q3 202335
WELLS FARGO & COMPANY/MN 31310.00%0.00%0.01%Q1 2016Q3 202333
HAP Trading, LLC 15150.00%0.02%0.23%Q1 2020Q3 202332
CWM, LLC 2280.00%0.00%0.00%Q1 2016Q3 202330
BANK OF AMERICA CORP /DE/ 1410.00%0.00%0.01%Q4 2016Q3 202330
MORGAN STANLEY 30300.00%0.00%0.01%Q2 2016Q3 202330
LPL Financial LLC 2040.00%0.02%0.07%Q3 2015Q3 202329
Walleye Trading LLC 740.00%0.00%0.02%Q4 2020Q3 202329
Creative Planning 1510.00%0.01%0.04%Q3 2015Q3 202328
PEAK6 Investments LLC 10100.00%0.01%0.03%Q2 2021Q3 202327
CITIGROUP INC 15150.00%0.01%0.02%Q1 2020Q3 202327
BANK OF MONTREAL /CAN/ 1120.00%0.01%0.06%Q1 2016Q3 202326
BALYASNY ASSET MANAGEMENT L.P. 13130.00%0.03%0.17%Q3 2020Q3 202326
GOLDMAN SACHS GROUP INC 810.00%0.00%0.01%Q2 2017Q3 202326
HighTower Advisors, LLC 1510.00%0.01%0.03%Q4 2016Q3 202323
Cetera Advisor Networks LLC 1430.01%0.04%0.19%Q4 2016Q3 202323
CREDIT SUISSE AG/ 13130.00%0.00%0.01%Q3 2020Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.06%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.02%0.10%Q4 2017Q3 202220
HSBC HOLDINGS PLC 12120.00%0.00%0.01%Q4 2020Q3 202320
Geneos Wealth Management Inc. 1420.00%0.02%0.05%Q1 2016Q3 202320
Private Advisor Group, LLC 1510.00%0.01%0.01%Q3 2017Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.04%0.06%Q1 2019Q3 202319
MEITAV INVESTMENT HOUSE LTD 1010.01%0.60%1.77%Q4 2017Q3 202318
Advisory Services Network, LLC 1440.00%0.04%0.22%Q3 2018Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.00%Q3 2015Q4 201918
Stratos Wealth Partners, LTD. 1410.00%0.02%0.03%Q4 2017Q3 202317
IFP Advisors, Inc 17170.00%0.02%0.07%Q3 2019Q3 202317
M Holdings Securities, Inc. 930.02%0.13%0.20%Q3 2016Q1 202317
SIMPLEX TRADING, LLC 1410.00%0.00%0.01%Q2 2015Q2 202317
NEXT Financial Group, Inc 1110.00%0.01%0.04%Q2 2015Q4 202116
FMR LLC 1410.00%0.00%0.00%Q2 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 1510.00%0.00%0.01%Q3 2016Q3 202316
Steward Partners Investment Advisory, LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Capital Advisors, Ltd. LLC 15150.14%0.21%0.28%Q1 2020Q3 202315
Wharton Business Group, LLC 1410.02%0.03%0.03%Q1 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.01%0.03%0.06%Q1 2020Q3 202315
AE Wealth Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202315
BARCLAYS PLC 14140.00%0.00%0.01%Q2 2020Q3 202315
Asset Dedication, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 15150.01%0.02%0.05%Q1 2020Q3 202315
US BANCORP \DE\ 1410.00%0.00%0.00%Q1 2018Q3 202315
Regal Wealth Group, Inc. 15150.00%0.00%0.00%Q1 2017Q3 202015
COMMONWEALTH EQUITY SERVICES, LLC 15150.01%0.04%0.06%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.01%Q1 2020Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.04%0.07%Q1 2020Q3 202315
Caption Management, LLC 810.00%0.06%0.16%Q3 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Sandy Spring Bank 15150.00%0.00%0.00%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
Aptus Capital Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Glassman Wealth Services 14140.00%0.00%0.01%Q2 2020Q3 202314
Equitable Holdings, Inc. 1310.00%0.06%0.14%Q1 2020Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.00%0.03%0.06%Q2 2020Q3 202314
Larson Financial Group LLC 14140.01%0.03%0.09%Q2 2020Q3 202314
Westside Investment Management, Inc. 14140.00%0.00%0.02%Q2 2020Q3 202314
Gradient Investments LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
Allworth Financial LP 14140.00%0.00%0.00%Q2 2020Q3 202314
IHT Wealth Management, LLC 1130.00%0.02%0.05%Q3 2017Q3 202314
BANK HAPOALIM BM 14140.01%0.09%0.26%Q2 2020Q3 202314
Avion Wealth 14140.00%0.01%0.03%Q2 2020Q3 202314
BNP PARIBAS FINANCIAL MARKETS 10100.00%0.00%0.00%Q2 2021Q3 202314
Cooper Financial Group 14140.05%0.07%0.11%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.00%0.01%0.03%Q2 2020Q3 202314
Snowden Capital Advisors LLC 720.00%0.01%0.02%Q2 2019Q2 202314
Compagnie Lombard Odier SCmA 14140.00%0.01%0.01%Q2 2020Q3 202314
Carmichael Hill & Associates, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 640.00%0.00%0.01%Q1 2021Q3 202314
Retirement Group, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Clal Insurance Enterprises Holdings Ltd 1310.01%0.73%1.56%Q2 2015Q3 202314
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2020Q3 202314
AdvisorNet Financial, Inc 14140.00%0.00%0.02%Q1 2020Q2 202314
BENJAMIN EDWARDS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.01%0.02%Q1 2020Q2 202314
SG Americas Securities, LLC 1010.00%0.01%0.06%Q3 2017Q3 202314
Cedar Wealth Management, LLC 14140.01%0.04%0.18%Q1 2020Q2 202314
Cetera Advisors LLC 14140.02%0.08%0.17%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.00%0.00%0.02%Q1 2020Q2 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.00%0.00%0.00%Q2 2020Q3 202314
XR Securities LLC 530.00%0.02%0.11%Q4 2020Q4 202213
Atlas Private Wealth Advisors 13130.07%0.12%0.20%Q2 2020Q2 202313
BALDWIN BROTHERS LLC/MA 13130.00%0.02%0.03%Q4 2020Q4 202313
Sigma Planning Corp 13130.01%0.03%0.04%Q1 2020Q1 202313
Hudock, Inc. 850.00%0.00%0.00%Q4 2018Q3 202213
Kestra Advisory Services, LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
Anchor Investment Management, LLC 1210.00%0.00%0.01%Q1 2020Q4 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.00%0.00%Q1 2020Q1 202313
Migdal Insurance & Financial Holdings Ltd. 13130.01%0.59%2.83%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 1120.00%0.00%0.00%Q2 2020Q3 202313
TRUIST FINANCIAL CORP 13130.00%0.00%0.01%Q2 2020Q2 202313
OPPENHEIMER & CO INC 13130.01%0.01%0.03%Q2 2020Q2 202313
Capital Investment Advisory Services, LLC 850.01%0.03%0.04%Q2 2020Q3 202313
Integrated Wealth Concepts LLC 13130.01%0.04%0.08%Q3 2020Q3 202313
BLUEFIN CAPITAL MANAGEMENT, LLC 710.00%0.01%0.04%Q3 2020Q4 202213
Tower Research Capital LLC (TRC) 13130.00%0.00%0.01%Q3 2020Q3 202313
Advisor Group, Inc. 13130.00%0.00%0.00%Q2 2016Q2 201913
LINCOLN NATIONAL CORP 13130.01%0.01%0.02%Q3 2020Q3 202313
Joseph P. Lucia & Associates, LLC 1210.00%0.39%0.60%Q2 2020Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Sequoia Financial Advisors, LLC 850.00%0.01%0.02%Q2 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
CNB Bank 12120.01%0.02%0.03%Q4 2020Q3 202312
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12120.40%0.51%0.83%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
Parallel Advisors, LLC 1110.00%0.00%0.01%Q3 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Banque Cantonale Vaudoise 12120.00%0.00%0.01%Q4 2020Q3 202312
TSFG, LLC 12120.02%0.05%0.15%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.13%0.69%1.40%Q4 2020Q3 202312
Brinker Capital Investments, LLC 720.02%0.06%0.08%Q4 2016Q2 202012
Vontobel Holding Ltd. 12120.00%0.00%0.01%Q4 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 12120.00%0.00%0.02%Q1 2020Q4 202212
BUCKINGHAM STRATEGIC WEALTH, LLC 910.00%0.01%0.02%Q2 2020Q2 202312
Ancora Advisors LLC 1110.00%0.00%0.00%Q3 2020Q3 202312
Arkadios Wealth Advisors 12120.02%0.07%0.14%Q1 2020Q4 202212
Janney Montgomery Scott LLC 660.00%0.00%0.01%Q3 2020Q3 202312
Cetera Investment Advisers 12120.00%0.04%0.08%Q4 2020Q3 202312
NTV ASSET MANAGEMENT LLC 12120.04%0.08%0.17%Q3 2020Q2 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 12120.00%0.00%0.00%Q4 2020Q3 202312
FIRST MANHATTAN CO. LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
CenterStar Asset Management, LLC 510.01%0.06%0.15%Q4 2021Q3 202311
Ellis Investment Partners, LLC 11110.01%0.12%0.20%Q1 2021Q3 202311
SRS Capital Advisors, Inc. 1010.00%0.01%0.04%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
PINNACLE ASSOCIATES LTD 11110.01%0.01%0.01%Q1 2021Q3 202311
FAS Wealth Partners, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
Pacific Center for Financial Services 830.00%0.03%0.05%Q4 2020Q3 202311
BLAIR WILLIAM & CO/IL 430.00%0.00%0.00%Q3 2020Q3 202311
McIlrath & Eck, LLC 11110.01%0.01%0.02%Q2 2020Q4 202211
AlphaMark Advisors, LLC 11110.00%0.01%0.01%Q2 2020Q4 202211
MISSION WEALTH MANAGEMENT, LP 11110.02%0.03%0.04%Q1 2021Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 520.00%0.07%0.31%Q1 2020Q2 202211
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Phoenix Holdings Ltd. 1010.01%0.08%0.32%Q4 2020Q3 202311
HighMark Wealth Management LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.02%0.03%Q3 2020Q1 202311
HM PAYSON & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 11110.00%0.01%0.02%Q1 2021Q3 202311
SCOTIA CAPITAL INC. 10100.00%0.01%0.03%Q1 2021Q2 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
Claybrook Capital, LLC 640.51%0.62%0.86%Q2 2020Q4 202210
WEST PACES ADVISORS INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
M&R CAPITAL MANAGEMENT INC 10100.00%0.81%1.13%Q2 2018Q3 202010
Cresset Asset Management, LLC 910.00%0.01%0.01%Q1 2020Q1 202310
Crewe Advisors LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.00%0.00%Q1 2021Q3 202310
Western Wealth Management, LLC 820.03%0.07%0.23%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Activest Wealth Management 910.01%0.03%0.10%Q1 2021Q3 202310
Mariner, LLC 10100.00%0.00%0.02%Q4 2020Q1 202310
DFPG INVESTMENTS, LLC 820.07%0.69%1.36%Q1 2020Q3 202210
Mascoma Wealth Management LLC 910.00%0.01%0.02%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.04%0.07%Q1 2021Q3 202310
Intercontinental Wealth Advisors, LLC 10100.06%0.10%0.15%Q2 2020Q3 202210
Belpointe Asset Management LLC 10100.01%0.03%0.05%Q4 2020Q1 202310
Professional Financial Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Spotlight Asset Group, Inc. 510.14%0.28%0.37%Q3 2020Q3 20239
WESCAP Management Group, Inc. 720.15%0.80%1.13%Q2 2016Q4 20199
BURNS J W & CO INC/NY 990.20%0.26%0.32%Q4 2017Q4 20199
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.01%Q2 2020Q2 20229
Polar Asset Management Partners Inc. 310.07%0.14%0.34%Q1 2021Q3 20239
Laidlaw Wealth Management LLC 990.05%0.15%0.33%Q1 2021Q1 20239
Baker Avenue Asset Management, LP 810.00%0.06%0.10%Q1 2020Q4 20229
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.02%Q4 2020Q3 20239
626 Financial, LLC 810.16%0.29%0.35%Q1 2021Q3 20239
Lido Advisors, LLC 550.00%0.10%0.16%Q4 2020Q4 20219
LAKE STREET PRIVATE WEALTH, LLC 990.08%0.12%0.17%Q3 2020Q3 20229
Harel Insurance Investments & Financial Services Ltd. 990.00%0.45%1.99%Q4 2020Q4 20229
MCF Advisors LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Summit Place Financial Advisors, LLC 990.30%0.51%0.61%Q1 2021Q1 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.02%0.04%Q2 2020Q2 20229
DB Wealth Management Group, LLC 540.00%0.00%0.01%Q4 2020Q3 20239
Capital Advisory Group Advisory Services, LLC 720.00%0.06%0.20%Q1 2020Q2 20229
NewEdge Advisors, LLC 810.00%0.00%0.01%Q2 2021Q3 20239
BerganKDV Wealth Management, LLC 710.00%0.01%0.02%Q1 2019Q2 20239
Highlander Capital Management, LLC 990.00%0.02%0.04%Q1 2018Q1 20209
Psagot Value Holdings Ltd. / (Israel) 990.08%0.22%0.36%Q3 2021Q3 20239
Mirae Asset Global Investments Co., Ltd. 990.00%0.01%0.02%Q4 2020Q4 20229
Maven Securities LTD 310.00%0.03%0.07%Q3 2020Q3 20238
Wealthcare Advisory Partners LLC 440.01%0.01%0.02%Q1 2021Q1 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.03%0.04%Q4 2021Q3 20238
Financial Architects, Inc 510.00%0.00%0.00%Q1 2017Q2 20208
OneDigital Investment Advisors LLC 880.01%0.03%0.08%Q3 2020Q2 20228
EverSource Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.00%0.12%0.61%Q4 2021Q3 20238
HB Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 410.00%0.03%0.07%Q4 2021Q3 20238
IPG Investment Advisors LLC 880.15%0.20%0.39%Q4 2021Q3 20238
SFI Advisors, LLC 880.29%0.40%0.45%Q4 2021Q3 20238
Stonebridge Financial Planning Group, LLC 880.02%0.06%0.08%Q1 2020Q4 20218
Carroll Financial Associates, Inc. 880.01%0.01%0.02%Q1 2020Q4 20218
Providence Capital Advisors, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Lindbrook Capital, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
Abbot Financial Management, Inc. 880.19%0.23%0.29%Q4 2020Q3 20228
MARSHALL WACE, LLP 410.00%0.01%0.02%Q4 2020Q1 20238
Laurel Wealth Advisors, Inc. 880.04%0.17%0.30%Q1 2021Q4 20228
HOLDERNESS INVESTMENTS CO 710.10%0.27%0.43%Q4 2015Q1 20188
West Branch Capital LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Ayalon Insurance Comp Ltd. 530.03%0.30%0.72%Q4 2020Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.04%Q4 2021Q3 20238
Allie Family Office LLC 880.21%0.66%1.03%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 880.01%0.49%0.73%Q1 2021Q4 20228
USAdvisors Wealth Management, LLC 880.19%0.70%1.00%Q1 2020Q4 20218
Moors & Cabot, Inc. 880.02%0.02%0.03%Q3 2020Q2 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 710.01%0.07%0.12%Q1 2020Q2 20228
Laurel Wealth Advisors LLC 440.00%0.00%0.00%Q2 2021Q3 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2018Q1 20208
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q1 2020Q3 20238
EVOKE WEALTH, LLC 880.00%0.01%0.01%Q2 2021Q1 20238
NORWOOD FINANCIAL CORP 880.01%0.01%0.01%Q4 2021Q3 20238
WealthCare Investment Partners, LLC 880.59%1.03%1.95%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Jefferies Group LLC 660.00%0.02%0.09%Q4 2020Q1 20228
TAP Consulting, LLC 880.46%0.59%0.73%Q1 2021Q4 20228
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
JNBA Financial Advisors 880.00%0.00%0.00%Q3 2021Q2 20238
Clear Creek Financial Management, LLC 710.04%0.07%0.12%Q4 2020Q4 20228
Bogart Wealth, LLC 430.00%0.00%0.00%Q3 2021Q3 20237
FinTrust Capital Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
EXANE DERIVATIVES 610.02%0.06%0.10%Q3 2020Q2 20227
Sterling Investment Advisors, Ltd. 770.00%0.01%0.03%Q4 2020Q2 20227
Altshuler Shaham Ltd 430.01%0.02%0.04%Q3 2020Q2 20227
First Command Financial Services, Inc. 770.00%0.00%0.01%Q1 2021Q3 20227
Ten Capital Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
CONSOLIDATED CAPITAL MANAGEMENT, LLC 430.13%0.30%0.99%Q1 2021Q4 20227
Tyler-Stone Wealth Management 520.02%0.03%0.03%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
WADE G W & INC 770.01%0.07%0.13%Q1 2021Q3 20227
OPTIMUM INVESTMENT ADVISORS 660.00%0.00%0.01%Q3 2020Q4 20217
ALBION FINANCIAL GROUP /UT 610.00%0.00%0.00%Q4 2020Q3 20227
Shay Capital LLC 210.03%0.10%0.28%Q2 2021Q2 20237
FLOW TRADERS U.S. LLC 310.03%0.11%0.33%Q4 2020Q2 20237
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.01%0.01%0.01%Q3 2020Q1 20227
MACROVIEW INVESTMENT MANAGEMENT LLC 610.00%0.00%0.01%Q1 2021Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Rockbridge Investment Management, LCC 770.00%0.01%0.03%Q2 2020Q4 20217
First Command Bank 770.00%0.00%0.01%Q1 2021Q3 20227
Neuberger Berman Group LLC 770.00%0.00%0.00%Q4 2020Q2 20227
IMA Wealth, Inc. 770.00%0.00%0.01%Q1 2021Q3 20227
Riggs Asset Managment Co. Inc. 770.01%0.70%1.44%Q1 2021Q3 20227
Concord Wealth Partners 430.00%0.01%0.01%Q4 2021Q3 20237
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 770.00%0.00%0.00%Q1 2022Q3 20237
UBS OCONNOR LLC 430.00%0.08%0.21%Q3 2020Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.03%Q4 2020Q1 20237
J.W. COLE ADVISORS, INC. 330.02%0.03%0.05%Q4 2020Q2 20226
EWG Elevate Inc. 510.00%0.33%0.47%Q2 2020Q4 20226
IRON Financial LLC 660.19%0.24%0.27%Q2 2015Q3 20166
MIRABELLA FINANCIAL SERVICES LLP 210.02%0.09%0.16%Q3 2020Q1 20236
Baird Financial Group, Inc. 660.01%0.01%0.01%Q3 2020Q4 20216
Baystate Wealth Management LLC 330.00%0.00%0.01%Q4 2021Q3 20236
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q2 2020Q3 20216
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q3 2020Q4 20216
K.J. Harrison & Partners Inc 660.14%0.20%0.26%Q4 2020Q1 20226
Darwin Wealth Management, LLC 660.00%0.04%0.06%Q1 2020Q2 20216
Ratio Wealth Group 660.06%0.13%0.22%Q4 2020Q1 20226
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Tradewinds Capital Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
New Millennium Group LLC 660.02%0.08%0.37%Q2 2022Q3 20236
SteelPeak Wealth, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
Psagot Value Holdings Ltd. 660.00%0.23%0.56%Q2 2020Q3 20216
NVWM, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
HBK Sorce Advisory LLC 510.01%0.04%0.06%Q3 2020Q4 20226
American Research & Management Co. 660.00%0.00%0.00%Q2 2021Q3 20226
MRA Advisory Group 660.17%1.47%3.22%Q1 2021Q2 20226
Clearview Wealth Advisors LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Karp Capital Management Corp 420.01%0.74%1.82%Q1 2017Q2 20196
Intrepid Financial Planning Group LLC 660.18%0.20%0.23%Q2 2022Q3 20236
Rappaport Reiches Capital Management, LLC 660.09%0.17%0.27%Q2 2021Q3 20226
Realta Investment Advisors 210.02%0.05%0.13%Q2 2020Q3 20236
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
J Arnold Wealth Management Co 420.26%4.60%7.80%Q1 2021Q1 20236
Valeo Financial Advisors, LLC 510.00%0.01%0.03%Q3 2017Q1 20216
MSI Financial Services Inc 420.00%0.00%0.00%Q2 2015Q4 20166
CVA Family Office, LLC 660.03%0.04%0.04%Q1 2022Q2 20236
Lansing Street Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
Elevated Capital Advisors, LLC 410.12%0.18%0.23%Q2 2020Q1 20226
Kovack Advisors, Inc. 660.02%0.20%0.37%Q4 2020Q1 20226
CAPITAL FUND MANAGEMENT S.A. 330.00%0.01%0.01%Q1 2023Q3 20236
Ironwood Financial, llc 660.00%0.01%0.01%Q2 2020Q3 20216
PSI Advisors, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
Carl P. Sherr & Co., LLC 660.17%0.52%0.89%Q4 2020Q1 20226
TUDOR INVESTMENT CORP ET AL 220.00%0.14%0.38%Q4 2020Q4 20216
VALLEY NATIONAL ADVISERS INC 660.00%0.00%0.00%Q4 2021Q1 20236
OLD MISSION CAPITAL LLC 310.01%0.13%0.34%Q2 2021Q1 20236
Virtu KCG Holdings LLC 410.01%0.01%0.02%Q2 2015Q2 20176
ENTERPRISE FINANCIAL SERVICES CORP 660.00%0.00%0.01%Q1 2020Q2 20216
Avitas Wealth Management LLC 550.02%0.09%0.30%Q1 2020Q1 20216
HRT FINANCIAL LP 310.00%0.04%0.09%Q4 2020Q1 20236
WHITTIER TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
Sage Mountain Advisors LLC 660.02%0.03%0.04%Q4 2020Q1 20226
WEDBUSH SECURITIES INC 510.01%0.02%0.03%Q2 2020Q4 20216
Trexquant Investment LP 420.01%0.03%0.09%Q1 2021Q2 20236
PRUDENT INVESTORS NETWORK, INC. 512.06%3.09%3.87%Q3 2020Q1 20226
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 410.14%0.18%0.22%Q4 2021Q3 20235
Institute for Wealth Management, LLC. 550.04%0.09%0.11%Q3 2022Q3 20235
Hanlon Investment Management, Inc. 320.05%0.07%0.09%Q2 2020Q1 20225
Walleye Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20235
Hillsdale Investment Management Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.03%0.05%Q2 2020Q3 20215
Renaissance Technologies 210.00%0.00%0.00%Q4 2020Q3 20235
Dynamic Advisor Solutions LLC 550.08%0.11%0.14%Q4 2020Q4 20215
Sowell Financial Services LLC 550.00%0.01%0.01%Q1 2020Q1 20215
Miracle Mile Advisors, LLC 550.09%0.45%0.73%Q1 2021Q1 20225
JT Stratford LLC 310.06%0.07%0.14%Q1 2021Q4 20225
HBW ADVISORY SERVICES LLC 410.04%0.33%0.61%Q4 2020Q3 20235
HBK INVESTMENTS L P 310.01%0.18%0.32%Q2 2022Q3 20235
K2 PRINCIPAL FUND, L.P. 410.05%0.13%0.23%Q2 2020Q4 20225
Marks Wealth, LLC 550.07%5.08%7.95%Q4 2020Q4 20215
Epstein & White Financial LLC 550.12%0.16%0.18%Q2 2020Q2 20215
Bay Harbor Wealth Management, LLC 410.00%0.00%0.00%Q1 2020Q3 20215
SIGMA INVESTMENT COUNSELORS INC 550.07%0.23%0.29%Q1 2020Q1 20215
Laird Norton Wetherby Wealth Management, LLC 550.02%0.02%0.03%Q3 2020Q3 20215
Bank of New York Mellon Corp 410.00%0.00%0.00%Q4 2020Q2 20225
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q4 2021Q4 20225
RAYMOND JAMES TRUST N.A. 410.01%0.02%0.02%Q4 2019Q2 20215
Founders Financial Alliance, LLC 410.00%0.01%0.01%Q3 2020Q4 20215
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Zullo Investment Group, Inc. 440.00%0.01%0.06%Q4 2021Q3 20225
GREENUP STREET WEALTH MANAGEMENT LLC 552.07%2.39%2.98%Q1 2022Q1 20235
Teamwork Financial Advisors, LLC 320.15%0.23%0.29%Q3 2021Q3 20235
FORMULA GROWTH LTD 550.64%0.84%1.12%Q4 2021Q4 20225
Leucadia National 210.00%0.02%0.05%Q4 2022Q3 20235
WealthTrust Axiom LLC 550.06%0.06%0.07%Q2 2022Q2 20235
LEVEL FOUR ADVISORY SERVICES, LLC 320.02%0.06%0.13%Q1 2020Q3 20235
Ford Financial Group, LLC 410.05%0.07%0.09%Q2 2021Q3 20225
Simplicity Solutions, LLC 320.00%0.01%0.01%Q2 2020Q3 20235
Cerity Partners LLC 310.00%0.00%0.00%Q1 2022Q2 20234
Fortis Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Quantitative Investment Management, LLC 310.40%0.83%1.94%Q2 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.02%0.03%0.03%Q4 2022Q3 20234
Pariax, LLC 444.30%5.18%6.00%Q4 2021Q3 20224
Ameraudi Asset Management, Inc. 440.57%1.03%1.28%Q4 2020Q3 20214
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2020Q3 20214
MILESTONE WEALTH, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
SkyView Investment Advisors, LLC 440.08%0.15%0.19%Q4 2020Q3 20214
GFG Capital, LLC 310.04%0.06%0.07%Q3 2021Q2 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
ENCOMPASS WEALTH ADVISORS, LLC 440.05%0.06%0.06%Q1 2021Q4 20214
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q4 2022Q3 20234
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Eudaimonia Partners, LLC 440.01%0.02%0.04%Q2 2020Q1 20214
Graham Capital Management, L.P. 440.11%0.41%1.20%Q2 2021Q1 20224
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
ExodusPoint Capital Management, LP 210.02%0.02%0.02%Q2 2021Q3 20234
Truadvice, LLC 440.08%0.20%0.30%Q3 2020Q2 20214
First Allied Advisory Services, Inc. 310.00%0.01%0.03%Q3 2019Q3 20204
Garde Capital, Inc. 220.01%0.02%0.02%Q1 2021Q4 20224
TERRIL BROTHERS, INC. 440.13%0.14%0.16%Q4 2020Q3 20214
Ameritas Advisory Services, LLC 220.01%0.01%0.01%Q4 2021Q1 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Eisler Capital (UK) Ltd. 440.21%0.30%0.41%Q2 2021Q1 20224
Financial Freedom, LLC 440.04%0.14%0.19%Q4 2022Q3 20234
Vestcor Inc 440.01%0.01%0.01%Q1 2021Q4 20214
J. Goldman & Co LP 210.04%0.13%0.33%Q1 2021Q2 20224
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.03%0.03%Q4 2020Q3 20214
Iron Horse Wealth Management, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
INSIGNEO ADVISORY SERVICES, LLC 440.10%0.14%0.19%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.02%0.09%0.18%Q4 2020Q1 20234
V Wealth Advisors LLC 310.03%0.07%0.11%Q1 2021Q1 20224
Squarepoint Ops LLC 110.00%0.01%0.04%Q1 2021Q3 20234
Verity Asset Management, Inc. 440.41%1.23%1.65%Q3 2015Q2 20164
JDM Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Global Wealth Management Investment Advisory, Inc. 210.00%0.00%0.00%Q2 2019Q3 20234
PERSONAL CFO SOLUTIONS, LLC 220.04%0.04%0.05%Q2 2021Q2 20224
Firestone Capital Management 440.02%0.02%0.02%Q4 2020Q3 20214
Hilltop Holdings Inc. 440.05%0.07%0.11%Q1 2021Q4 20214
BAROMETER CAPITAL MANAGEMENT INC. 110.10%0.24%0.43%Q1 2016Q4 20204
GSA CAPITAL PARTNERS LLP 210.02%0.15%0.23%Q4 2020Q3 20234
Biltmore Family Office, LLC 440.15%0.23%0.28%Q4 2020Q3 20214
Weaver Consulting Group 330.00%0.00%0.01%Q1 2020Q3 20203
Industrial Alliance Investment Management Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
GenTrust, LLC 330.53%0.65%0.72%Q4 2020Q2 20213
QUATTRO FINANCIAL ADVISORS LLC 330.13%0.50%0.70%Q1 2021Q3 20213
GTS SECURITIES LLC 220.00%0.02%0.04%Q2 2023Q3 20233
New England Investment & Retirement Group, Inc. 330.90%1.07%1.39%Q2 2020Q4 20203
WealthPLAN Partners, LLC 210.00%0.02%0.04%Q1 2017Q2 20233
Avantax Planning Partners, Inc. 330.01%0.01%0.02%Q3 2020Q1 20213
Janney Capital Management LLC 330.67%0.81%0.92%Q3 2020Q1 20213
Better Money Decisions, LLC 210.01%0.01%0.01%Q2 2021Q2 20223
SFMG, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Raab & Moskowitz Asset Management LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Central Asset Investments & Management Holdings (HK) Ltd 330.18%0.70%1.11%Q4 2021Q2 20223
Allianz Asset Management GmbH 330.00%0.02%0.02%Q1 2021Q3 20213
OPPENHEIMER ASSET MANAGEMENT INC. 330.00%0.00%0.00%Q1 2017Q3 20173
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
PUBLIC SECTOR PENSION INVESTMENT BOARD 210.06%0.06%0.07%Q2 2021Q1 20233
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SeaCrest Wealth Management, LLC 210.00%0.04%0.06%Q2 2022Q1 20233
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q2 2020Q1 20223
Alpine Global Management, LLC 110.05%0.07%0.09%Q1 2017Q3 20213
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 332.16%2.89%3.26%Q1 2020Q3 20203
Manchester Capital Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
BESSEMER GROUP INC 330.00%0.00%0.00%Q2 2021Q4 20213
Strategic Wealth Investment Group, LLC 330.59%0.60%0.60%Q2 2020Q4 20203
Point72 Asset Management, L.P. 110.00%0.03%0.09%Q3 2020Q3 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
BOSTON ADVISORS LLC 330.02%0.02%0.02%Q2 2015Q4 20153
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Golden State Equity Partners 210.14%0.26%0.42%Q4 2020Q3 20213
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
PineBridge Investments, L.P. 330.00%0.00%0.01%Q1 2021Q3 20213
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Venture Visionary Partners LLC 210.01%0.22%0.33%Q4 2020Q2 20223
Hall Private Wealth Advisors 210.15%0.16%0.18%Q4 2020Q3 20213
GoalVest Advisory LLC 210.02%0.36%0.61%Q1 2021Q1 20223
ALLIANCEBERNSTEIN L.P. 210.00%0.00%0.00%Q2 2021Q1 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.03%Q3 2022Q3 20233
LEVIN CAPITAL STRATEGIES, L.P. 210.00%0.02%0.03%Q4 2021Q2 20233
DCM Advisors, LLC 330.09%0.13%0.16%Q1 2021Q3 20213
Gemmer Asset Management LLC 330.00%0.02%0.04%Q3 2020Q1 20213
Bell Rock Capital LLC 210.23%0.25%0.26%Q4 2021Q3 20223
JAMES INVESTMENT RESEARCH INC 330.00%0.03%0.05%Q4 2020Q2 20213
TWO SIGMA INVESTMENTS, LP 330.02%0.03%0.04%Q4 2022Q2 20233
Aspire Wealth Management Corp 330.00%0.00%0.00%Q4 2021Q2 20223
AMG National Trust Bank 210.01%0.01%0.02%Q3 2020Q4 20213
HARBOR INVESTMENT ADVISORY, LLC 210.00%0.01%0.02%Q2 2020Q3 20233
Flagship Private Wealth, LLC 330.05%0.06%0.07%Q4 2020Q2 20213
Advisor Resource Council 110.02%0.07%0.18%Q2 2021Q2 20223
Qube Research & Technologies Ltd 110.00%0.02%0.06%Q2 2021Q3 20233
Polus Capital Management Ltd 335.16%8.79%10.91%Q1 2023Q3 20233
TD ASSET MANAGEMENT INC 330.02%0.02%0.03%Q2 2021Q4 20213
PFG Private Wealth Management, LLC 330.00%0.32%0.97%Q4 2021Q2 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
SEARCY FINANCIAL SERVICES INC /ADV 335.03%5.66%6.39%Q4 2020Q2 20213
US FINANCIAL ADVISORS, LLC 330.04%0.06%0.08%Q2 2015Q4 20153
Stonehage Fleming Financial Services Holdings Ltd 330.00%0.00%0.00%Q2 2021Q4 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Horan Securities, Inc. 330.00%0.00%0.00%Q4 2020Q2 20213
GLENMEDE TRUST CO NA 330.00%0.00%0.00%Q3 2021Q1 20223
DRW Securities, LLC 110.01%0.02%0.04%Q2 2020Q3 20233
PRUDENTIAL PLC 330.00%1.40%2.24%Q1 2022Q3 20223
EATON VANCE MANAGEMENT 330.00%0.00%0.00%Q2 2021Q4 20213
Capital Wealth Planning, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Perigon Wealth Management, LLC 210.01%0.01%0.02%Q4 2020Q1 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Slocum, Gordon & Co LLP 210.00%0.00%0.00%Q4 2022Q3 20233
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q2 20223
AMERICAN INTERNATIONAL GROUP, INC. 210.00%0.00%0.00%Q2 2015Q1 20163
Calamos Advisors LLC 210.08%0.09%0.09%Q3 2021Q2 20223
COLONY GROUP LLC 330.00%0.00%0.01%Q1 2021Q3 20213
B. Riley Wealth Advisors, Inc. 210.01%0.02%0.05%Q1 2021Q4 20213
WCG Wealth Advisors LLC 210.01%0.02%0.02%Q2 2022Q3 20233
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Community Capital Management, LLC 220.00%0.02%0.03%Q4 2020Q1 20212
Mutual Advisors, LLC 110.02%0.03%0.03%Q2 2021Q2 20232
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q1 2020Q2 20202
MKP Capital Management, L.L.C. 110.49%0.90%1.31%Q3 2023Q3 20232
Cadent Capital Advisors, LLC 220.11%0.13%0.15%Q1 2021Q2 20212
Symmetry Investments LP 220.05%0.08%0.11%Q4 2021Q1 20222
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q3 2022Q4 20222
Magnus Financial Group LLC 220.05%0.05%0.06%Q1 2021Q2 20212
CFS Investment Advisory Services, LLC 110.07%0.10%0.12%Q4 2020Q3 20212
Baldrige Asset Management LLC 110.00%0.00%0.00%Q2 2021Q4 20212
D.A. DAVIDSON & CO. 220.00%0.01%0.01%Q4 2020Q1 20212
QCM Cayman, Ltd. 220.56%0.65%0.74%Q1 2021Q2 20212
Orion Portfolio Solutions, LLC 220.20%0.21%0.21%Q1 2020Q2 20202
Deer Park Road Corp 220.47%0.56%0.64%Q2 2020Q3 20202
Csenge Advisory Group 220.02%0.02%0.02%Q1 2023Q2 20232
Ausdal Financial Partners, Inc. 220.04%0.05%0.06%Q4 2020Q1 20212
TWIN FOCUS CAPITAL PARTNERS, LLC 220.88%0.92%0.96%Q2 2020Q3 20202
SpiderRock Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Evanson Asset Management, LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Octavia Wealth Advisors, LLC 220.13%0.14%0.14%Q4 2020Q1 20212
Golden State Wealth Management, LLC 110.00%0.00%0.01%Q1 2020Q3 20202
Bienville Capital Management, LLC 110.33%0.59%0.85%Q3 2020Q1 20212
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.09%0.16%Q3 2020Q2 20212
EPIQ PARTNERS, LLC 220.12%0.14%0.15%Q1 2021Q2 20212
PrairieView Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Weiss Multi-Strategy Advisers LLC 110.17%0.18%0.18%Q3 2021Q3 20232
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2022Q2 20232
Future Financial Wealth Managment LLC 220.06%0.06%0.06%Q4 2021Q1 20222
NexWave Capital Partners LLC 220.26%0.29%0.33%Q4 2020Q1 20212
LOWE BROCKENBROUGH & CO INC 220.13%0.13%0.14%Q4 2021Q1 20222
CERTUITY, LLC 220.07%0.08%0.08%Q2 2020Q3 20202
Kingsview Wealth Management, LLC 110.01%0.03%0.05%Q2 2021Q3 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.00%0.00%0.00%Q2 2020Q3 20202
PFG Advisors 220.10%0.10%0.10%Q1 2020Q2 20202
JOURNEY STRATEGIC WEALTH LLC 220.04%0.04%0.05%Q1 2022Q2 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q4 2021Q1 20222
CX Institutional 110.00%0.00%0.00%Q2 2020Q2 20222
ETRADE Capital Management LLC 220.00%0.01%0.01%Q2 2020Q3 20202
Interchange Capital Partners, LLC 220.10%0.11%0.13%Q4 2020Q1 20212
ASSETMARK, INC 110.00%0.00%0.00%Q1 2020Q2 20212
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.10%Q1 2021Q2 20232
Elliott Investment Management L.P. 220.09%0.11%0.13%Q2 2023Q3 20232
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ARES MANAGEMENT LLC 220.04%0.05%0.06%Q3 2021Q4 20212
LifePlan Financial Group, Inc 220.00%0.00%0.00%Q2 2020Q3 20202
Bedell Frazier Investment Counselling, LLC 220.23%0.24%0.25%Q4 2021Q1 20222
STEADFAST CAPITAL MANAGEMENT LP 220.07%0.07%0.08%Q1 2022Q2 20222
Silverleafe Capital Partners, LLC 110.88%1.17%1.45%Q2 2021Q2 20212
DeGreen Capital Management LLC 222.40%2.98%3.56%Q1 2020Q2 20202
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
EMG Holdings, L.P. 220.27%0.31%0.35%Q2 2022Q3 20222
United Asset Strategies, Inc. 110.00%0.02%0.03%Q3 2021Q3 20212
CENTAURUS FINANCIAL, INC. 110.15%0.18%0.22%Q4 2018Q2 20232
Integrated Advisors Network LLC 110.02%0.02%0.02%Q2 2020Q3 20212
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2016Q1 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.10%0.11%0.13%Q1 2021Q2 20212
GM Advisory Group, LLC 220.06%0.49%0.93%Q1 2021Q2 20212
Sepio Capital, LP 220.13%0.14%0.15%Q3 2021Q4 20212
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.07%0.10%0.13%Q1 2020Q2 20202
Robbins Farley 110.00%0.00%0.00%Q1 2021Q3 20212
Advisory Alpha, LLC 110.00%0.00%0.01%Q1 2020Q3 20202
Arlington Capital Management, Inc. 221.00%1.08%1.15%Q2 2021Q3 20212
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.03%0.06%Q2 2020Q2 20202
StoneX Group Inc. 110.38%0.54%0.71%Q1 2021Q1 20222
tru Independence LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Hamilton Wealth, LLC 110.10%0.10%0.11%Q1 2021Q4 20212
Plaisance Capital LLC 110.35%2.43%4.50%Q1 2021Q4 20212
STATE OF WISCONSIN INVESTMENT BOARD 220.02%0.02%0.03%Q2 2023Q3 20232
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.14%0.20%0.27%Q4 2022Q1 20232
MPS Loria Financial Planners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Wagner Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
AFFINITY WEALTH MANAGEMENT LLC 224.39%6.39%8.40%Q2 2017Q3 20172
Berry Street Capital Management LLP 110.48%0.78%1.09%Q2 2021Q4 20212
Pflug Koory, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
AXS Investments LLC 220.18%0.25%0.31%Q1 2021Q2 20212
Bickling Financial Services, Inc. 220.14%0.14%0.14%Q1 2021Q2 20212
Horizon Investments, LLC 220.47%0.54%0.62%Q3 2021Q4 20212
Wescott Financial Advisory Group, LLC 220.13%0.15%0.16%Q1 2021Q2 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Brookstone Capital Management 220.01%0.01%0.02%Q1 2021Q2 20212
Black Swift Group, LLC 110.31%1.19%2.07%Q3 2020Q1 20212
Electron Capital Partners, LLC 111.60%1.60%1.60%Q3 2020Q3 20201
CLEAR INVESTMENT RESEARCH, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ellevest, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q3 2021Q3 20211
Wealthfront Advisers LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Nishkama Capital, LLC 114.08%4.08%4.08%Q3 2020Q3 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2022Q3 20221
Soros Fund Management 110.28%0.28%0.28%Q4 2020Q4 20201
West Tower Group, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Laurel Wealth Planning LLC 110.01%0.01%0.01%Q2 2021Q2 20211
P.A.W. CAPITAL CORP 110.15%0.15%0.15%Q2 2020Q2 20201
Private Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2021Q4 20211
PEDDOCK CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
LMR Partners LLP 110.16%0.16%0.16%Q2 2023Q2 20231
Game Plan Financial Advisors, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
BlackRock Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BHF RG Capital Inc. 111.69%1.69%1.69%Q1 2021Q1 20211
OLD MISSION CAPITAL, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Truvestments Capital LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Sense Advisors, Inc. 110.22%0.22%0.22%Q1 2021Q1 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Anson Funds Management LP 110.32%0.32%0.32%Q1 2021Q1 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Friedenthal Financial 113.66%3.66%3.66%Q2 2021Q2 20211
PURA VIDA INVESTMENTS, LLC 110.81%0.81%0.81%Q4 2020Q4 20201
Manatuck Hill Partners, LLC 110.66%0.66%0.66%Q3 2021Q3 20211
Hudson Bay Capital Management LP 110.03%0.03%0.03%Q1 2022Q1 20221
CAPSTONE INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Sage Advisory Services, Ltd.Co. 110.12%0.12%0.12%Q3 2021Q3 20211
Key FInancial Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Oribel Capital Management, LP 111.07%1.07%1.07%Q3 2020Q3 20201
MIK Capital, LP 110.11%0.11%0.11%Q1 2021Q1 20211
DAVENPORT & Co LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Baymount Management LP 111.73%1.73%1.73%Q2 2020Q2 20201
Pinz Capital Management, LP 110.52%0.52%0.52%Q4 2021Q4 20211
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Atria Investments, Inc 110.05%0.05%0.05%Q1 2020Q1 20201
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital CS Group, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
John W. Brooker & Co., CPAs 110.00%0.00%0.00%Q3 2022Q3 20221
FLAGSTAR ADVISORS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Lenox Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Bouchey Financial Group Ltd 110.98%0.98%0.98%Q3 2021Q3 20211
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q1 2021Q1 20211
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
New England Private Wealth Advisors LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Gladstone Institutional Advisory LLC 110.06%0.06%0.06%Q1 2021Q1 20211
WEALTHSOURCE PARTNERS, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Intrua Financial, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Islet Management, LP 111.02%1.02%1.02%Q3 2021Q3 20211
Ensign Peak Advisors, Inc 110.02%0.02%0.02%Q4 2021Q4 20211
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q1 2021Q1 20211
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q3 2023Q3 20231
Turim 21 Investimentos Ltda. 110.05%0.05%0.05%Q1 2022Q1 20221
Oxler Private Wealth LLC 110.06%0.06%0.06%Q3 2022Q3 20221
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q3 2023Q3 20231
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Paloma Partners Management Co 110.12%0.12%0.12%Q1 2022Q1 20221
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q3 2022Q3 20221
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SCOPUS ASSET MANAGEMENT, L.P. 110.15%0.15%0.15%Q2 2020Q2 20201
BAKER TILLY WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Coury Firm Asset Management LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Stonehearth Capital Management, LLC 110.54%0.54%0.54%Q1 2022Q1 20221
Pinnacle Holdings, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Bollard Group LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Muzinich & Co., Inc. 111.00%1.00%1.00%Q1 2021Q1 20211
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Palumbo Wealth Management LLC 110.78%0.78%0.78%Q1 2021Q1 20211
BlueCrest Capital Management Ltd 110.54%0.54%0.54%Q2 2021Q2 20211
Headlands Technologies LLC 110.09%0.09%0.09%Q4 2022Q4 20221
GREENWOOD CAPITAL ASSOCIATES LLC 110.12%0.12%0.12%Q1 2021Q1 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Crescent Capital Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cornerstone Wealth Group, LLC 110.42%0.42%0.42%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Belvedere Trading LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Ninety One SA (PTY) Ltd 110.32%0.32%0.32%Q4 2020Q4 20201
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MYDA Advisors LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Y.D. More Investments Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
SMITH, MOORE & CO. 110.03%0.03%0.03%Q1 2021Q1 20211
Belmont Global Advisors, Inc. 110.67%0.67%0.67%Q2 2015Q2 20151
Bridgeworth, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Strategic Financial Concepts, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Insight Advisors, LLC/ PA 110.07%0.07%0.07%Q2 2021Q2 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Preferred, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Smith & Howard Wealth Management, LLC 110.09%0.09%0.09%Q2 2015Q2 20151
BARINGS LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Worth Asset Management, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Yelin Lapidot Holdings Management Ltd. 118.69%8.69%8.69%Q3 2023Q3 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2021Q1 20211
Aspen Wealth Strategies, LLC 110.53%0.53%0.53%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SPX Gestao de Recursos Ltda 110.30%0.30%0.30%Q1 2021Q1 20211
GREAT VALLEY ADVISOR GROUP, INC. 110.16%0.16%0.16%Q4 2021Q4 20211
Yost Capital Management, LP 112.85%2.85%2.85%Q2 2020Q2 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Fortitude Advisory Group L.L.C. 110.02%0.02%0.02%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ally Financial Inc. 110.10%0.10%0.10%Q4 2020Q4 20201
Brookfield Asset Management 110.02%0.02%0.02%Q1 2022Q1 20221
STEPHENS INC /AR/ 110.06%0.06%0.06%Q1 2021Q1 20211
CloudAlpha Capital Management Limited/Hong Kong 110.58%0.58%0.58%Q1 2022Q1 20221
BERKSHIRE ASSET MANAGEMENT LLC/PA 110.02%0.02%0.02%Q4 2021Q4 20211
Verition Fund Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sandy Cove Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Covenant Asset Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
PECONIC PARTNERS LLC 110.97%0.97%0.97%Q2 2022Q2 20221
ProVise Management Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
IFC Holdings Incorporated/FL 110.03%0.03%0.03%Q4 2015Q4 20151
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
Aurora Private Wealth, Inc. 110.15%0.15%0.15%Q1 2020Q1 20201
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Lebenthal Global Advisors, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MATRIX PRIVATE CAPITAL GROUP LLC 110.30%0.30%0.30%Q2 2021Q2 20211
UNITED MARITIME CAPITAL LLC 110.06%0.06%0.06%Q4 2020Q4 20201
RPG Investment Advisory, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
DSC Advisors, L.P. 110.22%0.22%0.22%Q3 2023Q3 20231
Apollo Management Holdings, L.P. 110.05%0.05%0.05%Q1 2021Q1 20211
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q2 2022Q2 20221
North Fourth Asset Management, LP 110.57%0.57%0.57%Q3 2023Q3 20231
Aviance Capital Partners, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.20%0.20%0.20%Q4 2016Q4 20161
L2 Asset Management, LLC 111.21%1.21%1.21%Q1 2020Q1 20201
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q3 2021Q3 20211
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
DORCHESTER WEALTH MANAGEMENT Co 110.05%0.05%0.05%Q1 2021Q1 20211
TORONTO DOMINION BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EPG Wealth Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Ikarian Capital, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.83%0.83%0.83%Q1 2021Q1 20211
Lighthouse Investment Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FIL Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Royal Fund Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Ninety One UK Ltd 110.23%0.23%0.23%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TFC Financial Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
SEAVIEW INVESTMENT MANAGERS LLC 110.22%0.22%0.22%Q2 2021Q2 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jade Capital Advisors, LLC 110.33%0.33%0.33%Q1 2022Q1 20221
Sandbox Financial Partners, LLC 110.17%0.17%0.17%Q1 2021Q1 20211
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2020Q3 20201
MARINER INVESTMENT GROUP LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Modus Advisors, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Verdence Capital Advisors LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Waterloo Capital, L.P. 110.15%0.15%0.15%Q1 2020Q1 20201
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Strategic Advisors LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.