EATON VANCE LTD DUR INCOME F shareholder history

Current and past EATON VANCE LTD DUR INCOME F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GUGGENHEIM CAPITAL LLC 42420.00%0.04%0.13%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.21%1.31%2.96%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.00%0.02%0.05%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.52%2.89%4.60%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Apriem Advisors 42420.04%0.56%2.86%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.02%0.07%0.13%Q2 2013Q3 202342
CONNING INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.01%0.13%0.34%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.04%0.09%0.17%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.03%0.05%0.09%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.18%0.40%0.67%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.01%0.07%0.36%Q4 2013Q4 202341
LPL Financial LLC 26150.00%0.01%0.04%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 27140.00%0.00%0.00%Q2 2013Q3 202341
OARSMAN CAPITAL, INC. 27140.12%0.27%0.59%Q2 2013Q3 202341
STALEY CAPITAL ADVISERS INC 41410.00%0.03%0.06%Q3 2013Q3 202341
CITIGROUP INC 40400.00%0.00%0.01%Q2 2013Q1 202340
Janney Montgomery Scott LLC 29110.00%0.01%0.02%Q3 2013Q3 202340
Focused Wealth Management, Inc 24160.00%0.00%0.00%Q3 2013Q3 202340
Selway Asset Management 3820.36%1.05%1.84%Q3 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
HOLLENCREST CAPITAL MANAGEMENT 3240.02%0.04%0.15%Q4 2013Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2440.00%0.00%0.01%Q3 2013Q3 202336
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202336
Cetera Advisors LLC 22130.00%0.06%0.40%Q2 2014Q3 202335
Shaker Financial Services, LLC 1110.23%1.07%2.56%Q2 2013Q3 202335
Advisors Asset Management, Inc. 20140.00%0.09%0.30%Q2 2013Q1 202334
Sigma Planning Corp 34340.01%0.02%0.03%Q4 2014Q1 202334
Pointe Capital Management LLC 2770.16%0.69%1.17%Q1 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.00%0.01%0.02%Q2 2013Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q3 2013Q3 202334
RIVERNORTH CAPITAL MANAGEMENT, LLC 3010.08%2.05%3.93%Q4 2013Q3 202333
Cetera Advisor Networks LLC 1310.00%0.02%0.08%Q3 2013Q3 202333
ZAZOVE ASSOCIATES LLC 32320.00%0.21%0.35%Q3 2013Q2 202132
Chicago Partners Investment Group LLC 32320.01%0.95%1.98%Q4 2015Q3 202332
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20120.00%0.02%0.04%Q2 2013Q1 202232
BENJAMIN F. EDWARDS & COMPANY, INC. 3010.00%0.01%0.05%Q3 2013Q3 202331
Avior Wealth Management, LLC 30300.00%0.01%0.03%Q1 2014Q2 202130
First Allied Advisory Services, Inc. 30300.03%0.09%0.25%Q2 2013Q3 202030
Relative Value Partners Group, LLC 2820.02%2.85%4.29%Q2 2015Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.02%0.22%Q4 2013Q4 202029
Thomas J. Herzfeld Advisors, Inc. 15130.02%1.24%4.59%Q4 2013Q3 202128
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.09%0.31%Q4 2016Q3 202328
Saba Capital Management, L.P. 1810.01%1.36%4.14%Q3 2013Q1 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
NEXT Financial Group, Inc 1460.00%0.00%0.01%Q2 2014Q4 202127
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
BANK OF MONTREAL /CAN/ 1880.00%0.00%0.01%Q2 2013Q1 202026
Advisory Services Network, LLC 1020.00%0.00%0.01%Q2 2016Q3 202326
WADE G W & INC 2330.01%0.02%0.03%Q1 2015Q3 202126
BECK MACK & OLIVER LLC 25250.01%0.01%0.01%Q2 2014Q2 202025
Fiera Capital Corp 25250.00%0.00%0.01%Q3 2017Q3 202325
Carroll Financial Associates, Inc. 25250.00%0.00%0.00%Q2 2013Q2 201925
EVERGREEN CAPITAL MANAGEMENT LLC 25250.01%0.16%0.64%Q3 2017Q3 202325
SHUFRO ROSE & CO LLC 2310.01%0.05%0.11%Q3 2012Q4 201824
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
FIFTH THIRD BANCORP 1910.00%0.00%0.00%Q2 2013Q1 202224
Harbour Capital Advisors, LLC 1590.05%0.19%0.84%Q1 2013Q1 201924
Merit Financial Group, LLC 24240.02%0.12%0.27%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
B. Riley Wealth Advisors, Inc. 24240.01%0.03%0.04%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.22%0.30%0.54%Q4 2017Q3 202324
Penserra Capital Management LLC 1680.00%0.17%0.68%Q4 2015Q3 202324
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 810.01%0.10%0.30%Q3 2014Q3 202324
Edmonds Duncan Registered Investment Advisors, LLC 14100.07%0.50%0.95%Q4 2015Q3 202324
Rock Point Advisors, LLC 23230.10%0.21%0.47%Q1 2018Q3 202323
CAHILL FINANCIAL ADVISORS INC 23230.11%0.24%0.39%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.22%0.33%0.52%Q1 2018Q3 202323
Horizon Kinetics 23230.01%0.06%0.12%Q2 2013Q4 201823
Arete Wealth Advisors, LLC 22220.01%0.32%1.11%Q2 2018Q3 202322
1607 Capital Partners, LLC 22220.68%1.13%1.80%Q1 2016Q2 202122
Veritable, L.P. 1530.00%0.01%0.02%Q1 2014Q2 202322
Tower Research Capital LLC (TRC) 1610.00%0.00%0.00%Q2 2013Q3 202322
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 22220.00%0.01%0.03%Q4 2016Q1 202222
STEPHENS INC /AR/ 22220.00%0.01%0.02%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.01%0.03%Q3 2018Q3 202321
Private Advisor Group, LLC 910.00%0.01%0.01%Q4 2015Q3 202321
Sowell Financial Services LLC 1010.01%0.04%0.10%Q1 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.02%0.07%0.19%Q2 2018Q2 202321
Vident Investment Advisory, LLC 1830.06%0.43%0.82%Q2 2015Q2 202221
IFP Advisors, Inc 1470.00%0.00%0.02%Q4 2015Q3 202321
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.03%0.04%Q4 2014Q3 201920
FIRST TRUST ADVISORS LP 20200.00%0.00%0.01%Q2 2013Q1 201820
Westbourne Investment Advisors, Inc. 1310.08%1.61%2.51%Q2 2015Q4 202020
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Good Life Advisors, LLC 20200.01%0.04%0.06%Q2 2018Q1 202320
CWM, LLC 1110.00%0.00%0.01%Q2 2017Q3 202320
Greenwich Wealth Management LLC 20200.05%0.11%0.47%Q3 2013Q2 201820
AE Wealth Management LLC 1210.00%0.01%0.02%Q2 2017Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
WOLVERINE ASSET MANAGEMENT LLC 520.00%0.01%0.03%Q2 2013Q3 202319
D.A. DAVIDSON & CO. 1710.00%0.01%0.06%Q2 2013Q3 202219
IHT Wealth Management, LLC 1450.00%0.21%0.59%Q4 2016Q3 202119
Coastal Bridge Advisors, LLC 19190.42%0.83%1.36%Q4 2016Q2 202119
FIRST MANHATTAN CO. LLC. 18180.00%0.00%0.00%Q2 2019Q3 202318
Ford Financial Group, LLC 1710.04%0.08%0.10%Q4 2017Q3 202218
Blume Capital Management, Inc. 18180.03%0.62%1.06%Q4 2013Q1 201818
OPTIMUM INVESTMENT ADVISORS 18180.01%0.02%0.02%Q2 2018Q3 202218
DOLIVER ADVISORS, LP 920.05%0.66%1.86%Q3 2013Q3 201918
Commonwealth Equity Services, Inc 18180.03%0.06%0.09%Q2 2013Q3 201718
Cowen Prime Services LLC 1420.00%0.00%0.00%Q2 2013Q2 201818
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q3 2015Q3 202318
Accuvest Global Advisors 18180.06%0.10%0.17%Q4 2014Q1 201918
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.10%0.15%Q2 2013Q3 201718
THRIVENT FINANCIAL FOR LUTHERANS 1510.00%0.01%0.01%Q4 2014Q3 202317
Kovack Advisors, Inc. 17170.06%0.21%0.90%Q1 2014Q1 201817
HIGHLAND CAPITAL MANAGEMENT LP 17170.01%0.01%0.02%Q4 2013Q4 201717
CREDIT SUISSE AG/ 980.00%0.00%0.00%Q1 2013Q3 202317
Barrett Asset Management, LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
AQR Arbitrage LLC 610.00%0.03%0.19%Q1 2015Q3 202316
Clear Creek Financial Management, LLC 1010.05%0.17%0.48%Q2 2019Q3 202316
Advocacy Wealth Management Services, LLC 1510.00%2.38%6.88%Q4 2015Q1 202216
Rockefeller Capital Management L.P. 1510.00%0.00%0.01%Q2 2019Q3 202316
AdvisorNet Financial, Inc 16160.00%0.01%0.02%Q1 2018Q4 202116
Sound Income Strategies, LLC 1020.00%0.00%0.01%Q4 2017Q3 202316
AVALON CAPITAL MANAGEMENT 1330.15%0.61%1.70%Q4 2015Q4 201916
Edge Wealth Management LLC 16160.01%0.05%0.14%Q2 2016Q1 202016
MARINER INVESTMENT GROUP LLC 970.11%0.74%2.06%Q3 2015Q4 201916
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
OAK HILL ADVISORS LP 15150.23%0.90%3.55%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2019Q3 202215
Bartlett & Co. LLC 870.00%0.00%0.00%Q1 2020Q4 202315
TD Capital Management LLC 15150.00%0.00%0.00%Q4 2013Q2 201715
SUNTRUST BANKS INC 15150.01%0.01%0.01%Q1 2016Q3 201915
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
SeaBridge Investment Advisors LLC 15150.01%0.02%0.04%Q2 2013Q4 201615
SeaCrest Wealth Management, LLC 960.02%0.03%0.04%Q4 2017Q3 202315
RMB Capital Management, LLC 810.02%0.05%0.08%Q1 2015Q3 202015
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
FMR LLC 610.00%0.00%0.00%Q3 2018Q2 202314
MUFG Americas Holdings Corp 1220.00%0.00%0.00%Q4 2013Q2 201714
Meristem Family Wealth, LLC 14140.02%0.04%0.06%Q4 2018Q1 202214
Bogart Wealth, LLC 14140.00%0.01%0.02%Q3 2017Q4 202014
MML INVESTORS SERVICES, LLC 950.00%0.01%0.02%Q1 2017Q3 202314
DEUTSCHE BANK AG\ 1220.00%0.00%0.01%Q3 2013Q2 201914
ROBINSON CAPITAL MANAGEMENT, LLC 920.06%0.71%1.56%Q2 2016Q4 202014
Summit Financial Wealth Advisors, LLC 14140.06%0.16%0.44%Q2 2015Q3 201814
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Moors & Cabot, Inc. 1040.01%0.02%0.03%Q1 2020Q3 202314
Claro Advisors LLC 1310.02%0.09%0.22%Q4 2018Q4 202214
Mosaic Family Wealth, LLC 14140.02%0.02%0.02%Q4 2015Q1 201914
HOWARD WEALTH MANAGEMENT, LLC 14140.85%1.99%3.42%Q4 2019Q1 202314
LAZARD ASSET MANAGEMENT LLC 760.00%0.01%0.02%Q3 2015Q2 202213
ALETHEA CAPITAL MANAGEMENT, LLC 13130.51%0.85%1.46%Q4 2014Q4 201713
INFRASTRUCTURE CAPITAL ADVISORS, LLC 13130.05%0.09%0.21%Q4 2016Q4 201913
PEDDOCK CAPITAL ADVISORS, LLC 1110.00%0.00%0.01%Q3 2016Q4 202013
PARK AVENUE SECURITIES LLC 13130.01%0.03%0.04%Q1 2018Q1 202113
B. Riley Wealth Management, Inc. 760.00%0.01%0.02%Q1 2014Q2 202213
Allworth Financial LP 1110.00%0.00%0.00%Q1 2017Q3 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
KEYBANK NATIONAL ASSOCIATION/OH 13130.00%0.00%0.01%Q4 2012Q4 201513
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Evercore Wealth Management, LLC 840.00%0.01%0.03%Q1 2015Q1 202212
BENEDICT FINANCIAL ADVISORS INC 12120.08%0.10%0.14%Q4 2014Q3 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.07%0.13%Q4 2018Q3 202112
Onyx Bridge Wealth Group LLC 12120.04%0.16%0.36%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.14%0.23%0.37%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.06%0.10%0.13%Q4 2015Q3 201812
Cetera Investment Advisers 12120.03%0.04%0.05%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
D. E. Shaw & Co., Inc. 12120.00%0.00%0.00%Q1 2020Q4 202212
Ellis Investment Partners, LLC 530.00%0.01%0.04%Q2 2019Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1110.02%0.07%0.26%Q2 2018Q3 202312
Squar Milner Financial Services LLC 11110.15%0.37%0.68%Q4 2017Q2 202011
Gilbert & Cook, Inc. 11110.33%0.43%0.64%Q1 2021Q3 202311
SEIZERT CAPITAL PARTNERS, LLC 830.00%0.01%0.02%Q3 2014Q4 201911
GPS Wealth Strategies Group, LLC 11110.00%0.03%0.06%Q1 2021Q3 202311
Carmichael Hill & Associates, Inc. 11110.00%0.00%0.02%Q4 2019Q2 202211
JPMORGAN CHASE & CO 740.00%0.00%0.00%Q4 2015Q3 202311
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
CENTAURUS FINANCIAL, INC. 1010.00%0.23%0.47%Q2 2018Q3 202311
PFG Advisors 1010.01%0.02%0.15%Q4 2018Q2 202311
Bramshill Investments, LLC 810.00%0.40%1.31%Q3 2018Q3 202211
M&R CAPITAL MANAGEMENT INC 740.00%0.00%0.01%Q1 2021Q4 202311
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
Wealthspire Advisors, L.P. 10100.00%0.00%0.00%Q4 2015Q1 201810
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2015Q3 202210
Commonwealth Financial Services, LLC 10100.01%0.01%0.02%Q4 2014Q1 201710
Citadel Advisors 410.00%0.00%0.00%Q2 2014Q3 202310
Bank of New York Mellon Corp 510.00%0.00%0.00%Q1 2015Q2 202210
Investors Capital Advisory Services 10100.22%0.25%0.28%Q1 2014Q2 201610
Transamerica Financial Advisors, Inc. 10100.01%0.01%0.02%Q3 2013Q4 201510
WHITTIER TRUST CO 640.00%0.00%0.00%Q3 2015Q1 202010
MGO ONE SEVEN LLC 710.02%0.04%0.06%Q4 2017Q2 202110
Greytown Advisors Inc. 10100.07%0.10%0.14%Q1 2021Q2 202310
FNY Investment Advisers, LLC 730.00%0.04%0.19%Q4 2018Q2 202110
SG Americas Securities, LLC 610.00%0.01%0.02%Q4 2013Q2 201810
Founders Capital Management 10100.03%0.04%0.05%Q1 2017Q2 201910
WealthTrust Asset Management, LLC 10100.09%0.15%0.26%Q2 2021Q3 202310
Financial Architects, Inc 510.00%0.00%0.01%Q3 2014Q3 20199
Bruderman Asset Management, LLC 810.00%0.00%0.01%Q1 2015Q2 20179
OneDigital Investment Advisors LLC 990.00%0.00%0.01%Q2 2017Q2 20199
Laurion Capital Management LP 410.01%0.06%0.28%Q1 2015Q1 20189
&PARTNERS 630.05%0.10%0.22%Q4 2018Q3 20239
Regal Investment Advisors LLC 720.01%0.02%0.03%Q2 2013Q3 20159
PANAGORA ASSET MANAGEMENT INC 810.00%0.00%0.00%Q4 2014Q2 20219
Crow Point Partners, LLC 990.12%0.33%1.67%Q4 2017Q4 20199
BURKE & HERBERT BANK & TRUST CO 990.14%0.17%0.19%Q3 2016Q3 20189
EWG Elevate Inc. 710.02%0.63%1.06%Q4 2019Q4 20229
Yorktown Management & Research Co Inc 990.74%0.94%1.05%Q1 2015Q1 20179
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720.00%0.05%0.12%Q4 2020Q3 20239
Intellectus Partners, LLC 810.01%0.01%0.02%Q4 2016Q1 20199
Quadrant Private Wealth Management, LLC 992.27%3.24%4.59%Q4 2017Q4 20199
Weather Gauge Advisory, LLC 990.16%0.17%0.18%Q4 2018Q4 20209
Powell Investment Advisors, LLC 990.19%0.23%0.34%Q4 2019Q4 20219
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q2 2014Q1 20239
WFG Advisors, LP 630.00%0.00%0.01%Q2 2014Q4 20169
Wagner Wealth Management, LLC 410.01%0.05%0.07%Q4 2017Q3 20229
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.08%0.12%0.14%Q4 2021Q3 20238
Byrne Asset Management LLC 880.03%0.05%0.09%Q4 2021Q3 20238
Plante Moran Financial Advisors, LLC 510.00%0.03%0.12%Q4 2014Q4 20208
NORTHERN TRUST CORP 510.00%0.00%0.00%Q3 2013Q3 20238
Sandy Cove Advisors, LLC 880.00%0.08%0.14%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
NATIONAL PLANNING CORP 620.01%0.02%0.05%Q4 2013Q3 20178
Strategic Advisors LLC 880.08%0.27%0.51%Q1 2016Q4 20178
MKT Advisors LLC 880.08%0.09%0.12%Q4 2021Q3 20238
FRANKLIN RESOURCES INC 310.00%0.00%0.00%Q3 2013Q2 20188
Congress Wealth Management LLC / DE / 880.00%0.00%0.01%Q4 2021Q3 20238
Marcum Wealth, LLC 880.02%0.02%0.03%Q1 2021Q4 20228
Essex Savings Bank 530.04%0.05%0.07%Q4 2018Q3 20238
Allen Investment Management, LLC 880.01%0.03%0.06%Q3 2014Q2 20168
Efficient Market Advisors, LLC 880.00%0.00%0.00%Q2 2013Q1 20158
Covington Capital Management 880.00%0.00%0.00%Q3 2017Q2 20198
Clear Harbor Asset Management, LLC 510.01%0.04%0.05%Q4 2015Q3 20207
Mach-1 Financial Group, LLC 430.01%0.01%0.03%Q4 2020Q3 20227
RELIANCE TRUST CO OF DELAWARE 770.03%0.04%0.04%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
6 Meridian 770.16%0.20%0.27%Q1 2018Q3 20197
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.03%Q2 2017Q4 20217
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q4 2013Q4 20167
DAVENPORT & Co LLC 770.00%0.01%0.02%Q2 2013Q4 20147
Cadence Wealth Management LLC 770.11%0.33%0.51%Q1 2021Q3 20227
Raleigh Capital Management Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Vivaldi Capital Management LP 770.58%0.86%1.00%Q3 2019Q1 20217
Peachtree Investment Advisors, Inc. 770.14%0.33%0.41%Q4 2013Q2 20157
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Pekin Hardy Strauss, Inc. 770.02%0.04%0.16%Q2 2021Q4 20227
Index Management Solutions, LLC 770.00%0.12%0.27%Q2 2013Q4 20147
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Sterneck Capital Management, LLC 770.23%0.44%0.58%Q4 2014Q2 20167
PRIVATE TRUST CO NA 770.01%0.02%0.04%Q1 2013Q3 20147
Relative Value Partners, LLC 770.81%1.63%2.07%Q3 2013Q1 20157
MJP ASSOCIATES INC /ADV 510.03%0.22%0.61%Q4 2020Q2 20236
BB&T SECURITIES, LLC 660.00%0.01%0.01%Q2 2018Q3 20196
BLACKROCK ADVISORS LLC 660.00%0.00%0.00%Q4 2014Q1 20166
Wills Financial Group, Inc. 660.35%0.42%0.49%Q4 2013Q1 20156
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2013Q1 20236
Nationwide Fund Advisors 660.00%0.00%0.00%Q3 2015Q4 20166
JANUS HENDERSON INVESTORS US LLC 660.00%0.00%0.00%Q3 2015Q4 20166
NINE MASTS CAPITAL Ltd 210.04%0.15%0.34%Q4 2015Q3 20186
DEARBORN CAPITAL MANAGEMENT LLC 662.23%3.81%4.91%Q2 2017Q3 20186
UBS AG 660.03%0.03%0.03%Q2 2013Q3 20146
Sutton Wealth Advisors Inc. 660.02%0.05%0.07%Q2 2022Q3 20236
LS Investment Advisors, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
CITY HOLDING CO 660.01%0.01%0.01%Q4 2013Q1 20156
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
IMA Wealth, Inc. 660.76%0.92%1.14%Q2 2013Q3 20146
WMG Financial Advisors, LLC 510.07%0.11%0.14%Q4 2021Q2 20236
Western Wealth Management, LLC 660.02%0.03%0.05%Q4 2018Q1 20206
Atria Investments, Inc 660.03%0.05%0.06%Q3 2014Q4 20156
Stratos Wealth Partners, LTD. 510.00%0.03%0.07%Q1 2017Q3 20186
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q4 2013Q1 20156
TOMPKINS FINANCIAL CORP 310.00%0.00%0.01%Q2 2013Q1 20176
COMPASS FINANCIAL ADVISORS LLC 660.86%1.48%1.84%Q4 2021Q1 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.01%0.02%Q2 2014Q4 20166
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2018Q3 20196
Cresset Asset Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CLOUGH CAPITAL PARTNERS L P 210.04%0.10%0.22%Q1 2015Q4 20226
CoreFirst Bank & Trust 660.00%0.00%0.00%Q4 2020Q1 20226
Lindbrook Capital, LLC 510.01%0.01%0.01%Q4 2018Q4 20226
BARRETT & COMPANY, INC. 550.08%0.09%0.10%Q3 2022Q3 20235
Realta Investment Advisors 410.00%0.01%0.04%Q1 2019Q4 20225
FIRST INTERSTATE BANK 550.01%0.01%0.01%Q3 2015Q3 20165
Ascendant Capital Management, LLC 550.57%0.88%1.11%Q4 2020Q4 20215
FourThought Financial, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.13%0.16%0.18%Q4 2021Q4 20225
Krilogy Financial LLC 550.01%0.03%0.05%Q3 2015Q3 20165
DFPG INVESTMENTS, LLC 550.10%0.14%0.18%Q4 2018Q4 20195
FARMERS & MERCHANTS INVESTMENTS INC 550.01%0.01%0.01%Q2 2013Q2 20145
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Community Capital Management, LLC 550.47%0.54%0.61%Q4 2018Q4 20195
State of Tennessee, Treasury Department 550.00%0.00%0.01%Q4 2017Q4 20185
MANCHESTER FINANCIAL INC 550.00%0.32%1.59%Q1 2020Q1 20215
Baird Financial Group, Inc. 310.00%0.00%0.00%Q4 2019Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Argent Trust Co 550.10%0.11%0.12%Q1 2015Q1 20165
Human Investing LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Gupta Wealth Management LLC 550.06%0.07%0.09%Q1 2015Q1 20165
Karp Capital Management Corp 410.00%0.00%0.00%Q4 2014Q4 20185
Worth Asset Management, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Claybrook Capital, LLC 550.08%0.10%0.11%Q3 2022Q3 20235
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Windsor Capital Management, LLC 310.04%0.04%0.04%Q2 2013Q3 20154
Starfire Investment Advisers, Inc. 310.27%0.46%0.98%Q1 2015Q4 20174
Waverly Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
West Branch Capital LLC 440.01%0.01%0.01%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CABOT WEALTH MANAGEMENT INC 310.20%0.47%0.57%Q2 2013Q2 20144
Dynasty Wealth Management, LLC 440.08%0.28%0.40%Q4 2017Q3 20184
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.03%1.71%3.44%Q2 2013Q1 20144
BARCLAYS PLC 310.00%0.00%0.00%Q1 2014Q3 20204
NWAM LLC 440.02%0.05%0.08%Q2 2016Q1 20174
Placemark Investments, Inc. 310.00%0.01%0.01%Q2 2013Q4 20144
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.11%0.17%0.23%Q4 2021Q3 20224
CORNERSTONE ADVISORS INC 440.04%0.07%0.10%Q2 2018Q1 20194
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2020Q3 20214
Weiss Asset Management LP 110.02%0.13%0.40%Q4 2015Q4 20224
Trust Co 220.00%0.01%0.01%Q3 2015Q3 20164
Prospera Financial Services Inc 440.05%0.05%0.06%Q1 2015Q4 20154
Independence Trust CO 440.31%0.40%0.51%Q4 2014Q3 20154
Ameritas Investment Company, LLC 310.01%0.02%0.03%Q4 2018Q1 20204
Cyndeo Wealth Partners, LLC 440.36%0.69%0.85%Q4 2022Q3 20234
Simplicity Solutions, LLC 310.00%0.01%0.02%Q4 2017Q4 20204
Walleye Capital LLC 210.00%0.20%0.80%Q3 2018Q2 20234
RIVERBRIDGE PARTNERS LLC 310.00%0.00%0.01%Q2 2022Q3 20234
Slocum, Gordon & Co LLP 440.02%0.05%0.14%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.85%0.92%1.02%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
Nuveen Asset Management, LLC 440.00%0.00%0.00%Q2 2017Q1 20184
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.15%0.46%Q4 2014Q2 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.12%0.12%0.12%Q4 2022Q3 20234
BlackRock Inc. 310.00%0.00%0.00%Q2 2018Q2 20204
Watermark Asset Management, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
AQR Capital Management 440.00%0.00%0.01%Q1 2014Q4 20144
Walleye Trading LLC 440.01%0.01%0.02%Q4 2017Q3 20184
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q3 2013Q2 20144
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q3 2018Q1 20204
SIGNATUREFD, LLC 210.00%0.00%0.00%Q1 2015Q3 20204
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.01%Q2 2014Q4 20234
Cornerstone Wealth Management, LLC 220.01%0.03%0.05%Q2 2018Q4 20204
Spire Wealth Management 310.00%0.00%0.00%Q1 2021Q1 20224
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q3 20214
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.01%0.01%0.01%Q4 2022Q3 20234
GIRARD PARTNERS LTD. 440.23%0.29%0.37%Q3 2015Q2 20164
Corient Capital Partners, LLC 440.02%0.03%0.04%Q3 2016Q2 20174
KENNEDY INVESTMENT GROUP 443.38%3.48%3.63%Q4 2022Q3 20234
Gary Goldberg Planning Services Inc 440.01%0.01%0.01%Q1 2014Q4 20144
Lehman Financial Resources, Inc. 440.01%0.01%0.02%Q4 2012Q3 20134
HRT FINANCIAL LP 110.00%0.01%0.01%Q2 2020Q1 20233
SVB WEALTH LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Axiom Investment Management LLC 330.03%0.03%0.03%Q4 2018Q2 20193
Elequin Capital, LP 210.02%0.06%0.13%Q4 2022Q3 20233
Crosspoint Capital Strategies, LLC 210.01%0.01%0.02%Q4 2013Q4 20153
Parallel Advisors, LLC 210.00%0.00%0.00%Q4 2016Q3 20183
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Genesis Wealth Advisors, LLC 330.15%0.19%0.22%Q4 2014Q2 20153
CAROLINAS WEALTH CONSULTING LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Coe Capital Management, LLC 330.17%0.28%0.34%Q1 2015Q3 20153
M&T BANK CORP 330.00%0.00%0.00%Q1 2020Q3 20203
GODSEY & GIBB, INC 330.00%0.00%0.00%Q4 2022Q2 20233
Fusion Investment Group, LLC 330.03%0.03%0.03%Q1 2014Q3 20143
Virtu Financial LLC 210.01%0.02%0.03%Q4 2021Q1 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
VSR Financial Services, Inc. 330.02%0.02%0.02%Q4 2015Q2 20163
Argentus Capital Management, LLC 330.10%0.12%0.13%Q2 2013Q4 20133
BLAIR WILLIAM & CO/IL 210.00%0.00%0.01%Q3 2017Q3 20183
Paloma Partners Management Co 210.02%0.05%0.08%Q2 2013Q1 20143
Jacobi Capital Management LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Garden State Investment Advisory Services LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Capital Analysts, LLC 210.00%0.00%0.00%Q1 2018Q2 20193
BAIRD ROBERT W & CO INC /WI/ 330.00%0.01%0.02%Q2 2013Q4 20133
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.00%Q4 2013Q1 20153
Jaffetilchin Investment Partners, LLC 210.03%0.04%0.05%Q4 2016Q2 20183
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q2 20222
Aldebaran Financial Inc. 220.20%0.20%0.21%Q4 2013Q1 20142
Beach Point Capital Management LP 222.20%2.69%3.18%Q1 2019Q2 20192
CTC Alternative Strategies, Ltd. 220.43%0.73%1.02%Q4 2014Q1 20152
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q4 2016Q1 20172
SHEPHERD KAPLAN KROCHUK, LLC 220.20%0.21%0.22%Q3 2019Q4 20192
Almitas Capital LLC 110.35%0.78%1.21%Q4 2018Q2 20232
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
JANUS HENDERSON GROUP PLC 220.00%0.00%0.00%Q2 2019Q3 20192
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q3 2014Q2 20152
Sunbelt Securities, Inc. 220.02%0.02%0.02%Q3 2019Q4 20192
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q1 2014Q3 20142
Royal Fund Management, LLC 110.00%0.01%0.01%Q4 2016Q2 20182
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2019Q3 20192
US FINANCIAL ADVISORS, LLC 220.01%0.02%0.03%Q4 2015Q1 20162
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q2 20212
Independent Advisor Alliance 110.02%0.05%0.08%Q1 2017Q4 20192
FSA Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q4 20202
Herold Advisors, Inc. 110.00%0.01%0.01%Q3 2021Q1 20222
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Donald L. Hagan, LLC 110.06%0.06%0.06%Q3 2015Q1 20162
COMERICA BANK 110.00%0.00%0.00%Q2 2020Q3 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2020Q3 20202
PATHSTONE FAMILY OFFICE, LLC 110.00%0.02%0.04%Q1 2017Q3 20232
PERRY CAPITAL 220.01%0.01%0.02%Q3 2013Q4 20132
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2017Q2 20172
RELIANCE TRUST CO 220.13%0.16%0.19%Q2 2013Q3 20132
ADAR Investment Management LP 223.90%4.43%4.96%Q2 2014Q3 20142
Gradient Investments LLC 110.00%0.00%0.00%Q1 2018Q1 20232
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2015Q4 20152
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q1 20232
DRIVE WEALTH MANAGEMENT, LLC 220.10%0.10%0.10%Q1 2022Q2 20222
Pathway Financial Advisors LLC 220.00%0.00%0.00%Q4 2017Q1 20182
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Ameritas Advisory Services, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
FineMark National Bank & Trust 110.01%0.01%0.02%Q2 2013Q2 20162
INSIGHT 2811, INC. 220.28%0.29%0.31%Q2 2013Q3 20132
Advisor OS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First Allied Asset Management, Inc. 220.42%0.45%0.48%Q2 2013Q3 20132
PenderFund Capital Management Ltd. 221.24%1.25%1.26%Q2 2020Q3 20202
Glassman Wealth Services 220.04%0.04%0.05%Q3 2016Q4 20162
San Luis Wealth Advisors LLC 220.17%0.27%0.36%Q4 2021Q1 20222
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2013Q4 20192
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Kavar Capital Partners, LLC 220.03%0.03%0.03%Q1 2018Q2 20182
Alpine Global Management, LLC 110.04%0.17%0.29%Q1 2017Q3 20232
PRELUDE CAPITAL MANAGEMENT, LLC 220.07%0.08%0.08%Q2 2018Q3 20182
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2016Q3 20162
Foresight Wealth Management, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Chapwood Capital Investment Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Eos Management, L.P. 110.01%0.01%0.01%Q4 2015Q4 20151
ASSETMARK, INC 110.00%0.00%0.00%Q2 2023Q2 20231
HORIZON BANCORP INC /IN/ 110.00%0.00%0.00%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Altus Wealth Group LLC 110.10%0.10%0.10%Q4 2020Q4 20201
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Yellowstone Partners, LLC 110.12%0.12%0.12%Q3 2017Q3 20171
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Ken Stern & Associates, Inc. 111.43%1.43%1.43%Q4 2014Q4 20141
Quantedge Capital Pte Ltd 110.23%0.23%0.23%Q4 2020Q4 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rikoon Group, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
DT Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Logan Stone Capital, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Financial Advocates Investment Management 110.00%0.00%0.00%Q4 2017Q4 20171
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
WESTPORT RESOURCES MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MCF Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
Avalon Investment & Advisory 110.01%0.01%0.01%Q2 2017Q2 20171
DIALECTIC CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q1 2015Q1 20151
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
AXS Investments LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pine River Capital Management L.P. 110.11%0.11%0.11%Q4 2013Q4 20131
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2022Q3 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2014Q1 20141
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
BIEGEL & WALLER LLC 110.19%0.19%0.19%Q4 2016Q4 20161
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2018Q4 20181
Osborn Williams & Donohoe LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Perella Weinberg Partners Capital Management LP 110.02%0.02%0.02%Q2 2013Q2 20131
Mariner, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FNY Managed Accounts LLC 112.46%2.46%2.46%Q4 2015Q4 20151
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Aristides Capital LLC 110.12%0.12%0.12%Q4 2022Q4 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Requisite Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Stone House Investment Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Consolidated Portfolio Review Corp 110.04%0.04%0.04%Q1 2023Q1 20231
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
INVESTMENT HOUSE LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2020Q1 20201
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2017Q2 20171
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
SUMMIT CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q4 2015Q4 20151
Freedom Investment Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
NAPLES GLOBAL ADVISORS, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q3 2013Q3 20131
OTA Financial Group L.P. 110.11%0.11%0.11%Q2 2013Q2 20131
Diversified Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
1ST SOURCE BANK 110.02%0.02%0.02%Q2 2015Q2 20151
GRIMES & COMPANY, INC. 110.03%0.03%0.03%Q2 2017Q2 20171
Maryland Capital Management 110.02%0.02%0.02%Q4 2018Q4 20181
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2017Q4 20171
Berger Financial Group, Inc 110.02%0.02%0.02%Q4 2020Q4 20201
WASHINGTON TRUST Co 110.00%0.00%0.00%Q3 2020Q3 20201
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
INTEGRATED CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q1 2021Q1 20211
MAGNOLIA CAPITAL ADVISORS LLC 110.18%0.18%0.18%Q1 2022Q1 20221
USCA RIA LLC 110.02%0.02%0.02%Q4 2019Q4 20191
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q1 2022Q1 20221
External links

This page lists all the filers that currently own EATON VANCE LTD DUR INCOME F or have owned EATON VANCE LTD DUR INCOME F in the past.